Morgan Stanley 13F Holdings

Holdings from the most recent 13F from Morgan Stanley

Filed: 2025-05-15 (Q1 2025) | Holdings: 44800 | Value: $1.4T | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE INC
Reduce 4% $(1.8B)
3.18%
$44.5B
+19.87%
+8.85%
MSFT - MICROSOFT CORP
Reduce 11% $(4.1B)
2.26%
$31.6B
-17.64%
+14.39%
NVDA - NVIDIA CORPORATION
Reduce 13% $(4.0B)
1.84%
$25.8B
+28.06%
+33.62%
AMZN - AMAZON COM INC
Reduce 14% $(3.0B)
1.37%
$19.1B
+0.69%
+11.91%
SPY - SPDR S&P 500 ETF TR
Add 3% ($530.3M)
1.26%
$17.6B
GOOGL - ALPHABET INC
Reduce 1% $(69.4M)
0.86%
$12.0B
VOO - VANGUARD INDEX FDS
Add 7% ($716.0M)
0.84%
$11.7B
+11.27%
+9.15%
META - META PLATFORMS INC
Add 4% ($383.5M)
0.81%
$11.3B
-10.04%
+20.38%
BRK.B - BERKSHIRE HATHAWAY INC DEL
Add 61% ($3.8B)
0.72%
$10.1B
-5.97%
-6.10%
QQQ - INVESCO QQQ TR
Add 98% ($4.7B)
0.68%
$9.6B
+11.39%
+10.97%
IVV - ISHARES TR
Add 1% ($54.6M)
0.68%
$9.5B
+11.31%
+9.14%
BND - VANGUARD BD INDEX FDS
Add 7% ($636.1M)
0.67%
$9.3B
JPM - JPMORGAN CHASE & CO.
Reduce 2% $(189.4M)
0.64%
$8.9B
IWF - ISHARES TR
Add 3% ($248.5M)
0.63%
$8.8B
+6.77%
+12.15%
AVGO - BROADCOM INC
Reduce 1% $(44.3M)
0.57%
$8.0B
IWD - ISHARES TR
0.50%
$7.0B
+14.95%
+5.30%
V - VISA INC
0.47%
$6.6B
IEFA - ISHARES TR
0.44%
$6.2B
+16.20%
+8.35%
LLY - ELI LILLY & CO
Add 3% ($170.0M)
0.40%
$5.5B
+24.96%
-5.46%
VTV - VANGUARD INDEX FDS
Add 4% ($228.7M)
0.38%
$5.4B
+16.86%
+5.70%
VUG - VANGUARD INDEX FDS
Add 1% ($43.7M)
0.36%
$5.0B
+5.83%
+11.61%
ABBV - ABBVIE INC
Add 3% ($118.8M)
0.35%
$4.9B
+22.85%
+14.92%
HD - HOME DEPOT INC
Add 3% ($136.8M)
0.34%
$4.8B
-11.32%
+4.45%
RSP - INVESCO EXCHANGE TRADED FD T
Add 1% ($62.2M)
0.33%
$4.6B
XOM - EXXON MOBIL CORP
New Purchase
0.31%
$4.3B
+60.04%
-0.86%
UNH - UNITEDHEALTH GROUP INC
0.30%
$4.3B
-0.38%
+11.24%
IEMG - ISHARES INC
Add 6% ($238.4M)
0.30%
$4.2B
+25.47%
+10.51%
JNJ - JOHNSON & JOHNSON
New Purchase
0.29%
$4.0B
+67.87%
+18.77%
COST - COSTCO WHSL CORP NEW
0.28%
$4.0B
-1.18%
-3.14%
PG - PROCTER AND GAMBLE CO
Reduce 1% $(56.9M)
0.27%
$3.8B
-9.32%
-3.61%
WMT - WALMART INC
New Purchase
0.27%
$3.8B
+30.10%
+4.99%
GOOG - ALPHABET INC
0.26%
$3.6B
PANW - PALO ALTO NETWORKS INC
Add 1% ($22.3M)
0.26%
$3.6B
-16.08%
-7.79%
VTI - VANGUARD INDEX FDS
New Purchase
0.25%
$3.5B
+11.52%
+9.09%
BX - BLACKSTONE INC
Add 8% ($265.3M)
0.24%
$3.4B
TSLA - TESLA INC
Reduce 100%
0.00%
$0.00