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CIK: 0000895421
Total reported value
$1.9T
$1.9T
7965 檔
11.6%
As reported in its official Q4 2024 Form 13F filing, Morgan Stanley's tracked investment portfolio stood at $1.9T with 7965 total positions.
In Q4 2024, Morgan Stanley displayed an active expansion posture, initiating 6 new positions and adding to 122 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 11.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 7965 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.18% | -0.03% | +2.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.27% | +1.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.17% | +6.05% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | +0.08% | +4.77% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.18% | +1.36% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.14% | -1.97% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | -0.31% | -6.43% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | -0.02% | +12.28% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.16% | +5.89% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.05% | -0.54% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.06% | +11.88% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | -0.01% | +0.81% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.11% | +0.95% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.07% | +5.68% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.02% | +3.56% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.17% | -1.22% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.09% | +6.98% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.02% | -7.49% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.07% | +4.85% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.08% | +1.34% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | +4.67% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.02% | +1.77% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.06% | +18.41% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.05% | -1.46% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.20% | +1.73% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.19% | +0.28% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | -0.02% | +20.38% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.11% | +0.02% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | +2.51% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | -0.03% | -2.31% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.17% | -0.27% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.06% | -2.77% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.03% | +3.13% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.40% | -0.01% | -6.07% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.02% | +0.79% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.22% | +102.60% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.03% | +5.17% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | +0.01% | +6.27% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.03% | +4.01% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | -0.02% | +5.75% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.14% | -3.13% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.35% | -0.01% | +5.01% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.34% | -0.02% | — | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.34% | -0.05% | -12.11% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.03% | +15.73% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.32% | -0.06% | -0.74% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.03% | +6.67% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | -0.02% | +2.34% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.08% | +0.86% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.31% | -0.25% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.5% | +12.28% | Add |
| 2 | AMZN | Amazon.com Inc | +0.4% | +4.77% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +6.05% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +5.89% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +2.94% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.36% | Add |
| 7 | V | Visa Inc-class A Shares | +0.1% | +0.81% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +11.88% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -0.54% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +0.95% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +0.28% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +26.32% | Add |
| 13 | CRM | Salesforce Inc | +0.1% | -0.27% | Trim |
| 14 | XLF | Ss Financial Select Sector | +0.1% | +50.93% | Add |
| 15 | INTC | Intel CORP | +0.1% | +128.13% | Add |
| 16 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +67.13% | Add |
| 17 | IWD | Ishares Russell 1000 Value E | +0.1% | +20.38% | Add |
| 18 | ET | Energy Transfer LP | +0.1% | +53.88% | Add |
| 19 | APP | Applovin Corp-class A | +0.1% | +43.19% | Add |
| 20 | BND | Vanguard Total Bond Market | +0.1% | +18.41% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +6.67% | Add |
| 22 | BAC | Bank Of America CORP | +0.1% | +5.17% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.85% | Add |
| 24 | BX | Blackstone Inc | 0% | +5.01% | Add |
| 25 | WMT | Walmart Inc | 0% | +0.02% | Add |
| 26 | DIS | Walt Disney Co/the | 0% | +2.34% | Add |
| 27 | WFC | Wells Fargo & Co | 0% | +4.35% | Add |
| 28 | CSCO | Cisco Systems Inc | 0% | +6.69% | Add |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | +11.32% | Add |
| 30 | SPOT | Spotify Technology S.A. | 0% | +2.96% | Add |
| 31 | USB | US Bancorp | 0% | +73.79% | Add |
| 32 | TPR | Tapestry Inc | 0% | +315.87% | Add |
| 33 | XYZ | Block Inc | 0% | +19.03% | Add |
| 34 | NOW | Servicenow Inc | 0% | -6.07% | Trim |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.99% | Add |
| 36 | NET | Cloudflare Inc - Class A | 0% | -5.34% | Trim |
| 37 | GEV | GE Vernova Inc | 0% | +18.82% | Add |
| 38 | FISV | Fiserv Inc | 0% | +14.62% | Add |
| 39 | GILD | Gilead Sciences Inc | 0% | +16.36% | Add |
| 40 | BA | Boeing Co/the | 0% | +11.64% | Add |
| 41 | TEAM | Atlassian Corp-cl A | 0% | +78.41% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | 0% | +3.56% | Add |
| 43 | AXP | American Express Co | 0% | +2.57% | Add |
| 44 | HON | Honeywell International Inc | 0% | +1.75% | Add |
| 45 | VUG | Vanguard Growth ETF | 0% | +0.79% | Add |
| 46 | PANW | Palo Alto Networks Inc | 0% | +102.60% | Add |
| 47 | C | Citigroup Inc | 0% | +10.91% | Add |
| 48 | APO | Apollo Global Management Inc | 0% | +13.50% | Add |
| 49 | ETN | Eaton Corporation plc | 0% | +12.05% | Add |
| 50 | USHY | Ishares Broad Usd High Yield | 0% | +464.42% | Add |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 7965 disclosed positions in Q4 2024.
During Q4 2024, Morgan Stanley's top holdings by market value included AAPL (4.2%)、MSFT (3.7%)、NVDA (3.3%). The largest single position, AAPL, represented 4.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLK
市值: $4.9B
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $4.4B
In Q4 2024, Morgan Stanley made 200 total portfolio adjustments, initiating 6 new buys, adding to 122 positions, trimming 67 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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