MORGAN STANLEY
Top Portfolio Positions
5,260 positions ·
$1,251,003,247,930 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 4.96% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.11% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,671,596 | 1,189,618 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,729,517 | 1,189,553 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $43,829,898 | 1,218,174 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $43,500,683 | 1,228,139 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $42,715,713 | 1,252,293 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $46,048,913 | 1,290,247 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $42,360,108 | 1,277,446 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $35,430,044 | 1,264,907 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $39,533,963 | 1,336,510 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $40,473,150 | 1,345,517 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $34,198,607 | 1,302,308 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $35,520,192 | 1,324,392 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $46,351,381 | 1,517,727 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $53,517,344 | 1,606,645 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $54,265,936 | 1,719,453 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,663,201 | 1,660,738 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $65,798,515 | 1,636,779 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $74,922,776 | 1,608,130 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $66,465,860 | 1,563,167 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $57,835,737 | 1,540,643 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $56,343,391 | 1,465,749 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $42,578,439 | 1,402,914 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $29,690,622 | 1,385,470 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $31,977,061 | 1,393,336 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $24,034,642 | 1,310,504 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||