MORGAN STANLEY

CIK
0000895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,291 positions · $308,763,789,965 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
87,961,848 $23,913,307,993 7.74%
SPY
Spdr S&P 500 Etf Trust
28,519,065 $19,447,720,801 6.30%
MSFT
Microsoft Corp
38,928,000 $18,826,359,358 6.10%
GOOGL
Alphabet Inc.
53,006,668 $16,591,087,084 5.37%
AVGO
Broadcom Inc.
27,698,356 $9,586,401,009 3.10%
NVDA
Nvidia Corp
48,710,302 $9,084,471,321 2.94%
TSLA
Tesla, Inc.
19,770,108 $8,891,012,966 2.88%
JPM
Jpmorgan Chase & Co
19,421,710 $6,258,063,394 2.03%
MA
Mastercard Inc
10,767,138 $6,146,743,736 1.99%
V
Visa Inc.
12,069,768 $4,232,988,333 1.37%

Portfolio Trend

51 quarters · across all stocks

Holdings in BGH

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $2,785,675 185,588
2025-09-30 $2,461,510 159,218
2025-06-30 $3,373,924 219,086
2025-03-31 $3,682,733 243,567
2024-12-31 $15 1
2024-09-30 $4,538,653 298,989
2024-06-30 $28 2
2024-03-31 $28 2
2023-12-31 $7,800,441 580,390
2023-09-30 $7,525,626 592,569
2023-06-30 $7,801,258 598,256
2023-03-31 $8,304,246 643,740
2022-12-31 $8,169,368 644,272
2022-09-30 $6,784,653 555,209
2022-06-30 $7,462,562 573,602
2022-03-31 $7,890,833 509,086
2021-12-31 $7,862,632 453,439
2021-09-30 $9,155,203 535,392
2021-06-30 $8,483,174 496,673
2021-03-31 $7,315,547 454,947
2020-12-31 $3,935,260 260,786
2020-09-30 $3,323,206 249,490
2020-06-30 $3,152,505 250,796
2020-03-31 $2,394,163 215,109