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CIK: 0000895421
Total reported value
$1.9T
$1.9T
8086 檔
10.1%
According to the latest 13F quarterly dataset, Morgan Stanley managed an equity portfolio of $1.9T at the end of Q1 2025, spanning 8086 distinct U.S. exchange-listed positions.
In Q1 2025, Morgan Stanley displayed an active expansion posture, initiating 0 new positions and adding to 115 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 8086 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.83% | -0.03% | +1.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.27% | -1.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.17% | -1.57% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.08% | -0.38% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.14% | +4.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.18% | +2.00% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | -0.31% | +2.84% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.01% | -0.22% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.05% | +0.74% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.06% | -5.44% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.07% | -0.95% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.16% | +1.38% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.02% | +4.98% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.17% | +3.44% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.11% | +0.84% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.02% | +0.92% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.09% | -0.15% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.07% | +17.10% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.67% | -0.06% | +7.30% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.08% | -0.62% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.02% | +3.47% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.20% | +5.36% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.05% | +0.02% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.06% | -0.20% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.02% | +3.68% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.02% | -0.23% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.19% | +1.75% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.06% | +4.83% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.11% | +6.29% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | -0.03% | -1.47% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | -0.02% | -0.28% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.03% | +4.33% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.05% | +1.64% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.41% | -0.03% | +0.92% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.14% | -1.11% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.01% | +4.02% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.08% | +13.37% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.39% | -0.17% | +5.65% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.02% | +0.74% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | -0.02% | +3.33% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.08% | +11.50% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.03% | +4.13% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.35% | +0.22% | -5.51% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.06% | +0.06% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.03% | +8.15% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | -0.14% | +18.91% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.03% | -14.36% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.14% | +0.04% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.31% | -0.07% | +0.63% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.31% | -0.06% | +4.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.95% | Trim |
| 2 | V | Visa Inc-class A Shares | +0.2% | -0.22% | Trim |
| 3 | ABBV | Abbvie Inc | +0.1% | +3.68% | Add |
| 4 | JNJ | Johnson & Johnson | +0.1% | +4.83% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +5.36% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | +3.44% | Add |
| 7 | AMGN | Amgen Inc | +0.1% | +11.50% | Add |
| 8 | UBER | Uber Technologies Inc | +0.1% | +1.64% | Add |
| 9 | KO | Coca-cola Co/the | +0.1% | +4.33% | Add |
| 10 | MCD | Mcdonald's CORP | +0.1% | +13.37% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +4.89% | Add |
| 12 | IBM | Intl Business Machines CORP | +0.1% | +17.75% | Add |
| 13 | PGR | Progressive CORP | +0.1% | +22.80% | Add |
| 14 | GLD | Spdr Gold Shares | +0.1% | +13.06% | Add |
| 15 | SPGI | S&p Global Inc | +0.1% | +26.12% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +7.30% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +17.10% | Add |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +98.82% | Add |
| 19 | PM | Philip Morris International | +0.1% | -0.07% | Trim |
| 20 | T | At&t Inc | +0.1% | +9.35% | Add |
| 21 | CVX | Chevron CORP | +0.1% | -1.11% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +0.74% | Add |
| 23 | ABT | Abbott Laboratories | +0.1% | +0.06% | Add |
| 24 | MSTR | Strategy Inc | +0.1% | +46.13% | Add |
| 25 | SPOT | Spotify Technology S.A. | +0.1% | -2.21% | Trim |
| 26 | AJG | Arthur J Gallagher & Co | +0.1% | +10.16% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +21.18% | Add |
| 28 | VZ | Verizon Communications Inc | 0% | +4.98% | Add |
| 29 | WELL | Welltower Inc | 0% | +29.80% | Add |
| 30 | TMUS | T-mobile US Inc | 0% | -3.65% | Trim |
| 31 | NFLX | Netflix Inc | 0% | +1.75% | Add |
| 32 | AON | Aon plc | 0% | +4.08% | Add |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | +8.28% | Add |
| 34 | WFC | Wells Fargo & Co | 0% | +12.10% | Add |
| 35 | WMB | Williams Cos Inc | 0% | +22.38% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.47% | Trim |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | +13.50% | Add |
| 38 | MELI | Mercadolibre Inc | 0% | -3.19% | Trim |
| 39 | UNH | Unitedhealth Group Inc | 0% | -0.15% | Trim |
| 40 | MA | Mastercard Inc - A | 0% | +0.02% | Add |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +66.13% | Add |
| 42 | GE | General Electric | 0% | +2.04% | Add |
| 43 | CVS | Cvs Health CORP | 0% | +2.14% | Add |
| 44 | EQT | Eqt CORP | 0% | +47.50% | Add |
| 45 | MO | Altria Group Inc | 0% | +20.03% | Add |
| 46 | ICE | Intercontinental Exchange In | 0% | -0.19% | Trim |
| 47 | PLD | Prologis Inc | 0% | +13.38% | Add |
| 48 | ECL | Ecolab Inc | 0% | +18.42% | Add |
| 49 | RTX | Rtx CORP | 0% | -2.76% | Trim |
| 50 | ETR | Entergy CORP | 0% | +60.79% | Add |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 8086 disclosed positions in Q1 2025.
During Q1 2025, Morgan Stanley's top holdings by market value included AAPL (3.8%)、MSFT (3.3%)、NVDA (2.7%). The largest single position, AAPL, represented 3.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 10.1% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $52.9B
In Q1 2025, Morgan Stanley made 200 total portfolio adjustments, initiating 0 new buys, adding to 115 positions, trimming 85 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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