MORGAN STANLEY
CIK
895421
City
NEW YORK
State / Country
NY
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 CPZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,315,521 | 981,247 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,315,295 | 910,759 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $12,762,181 | 789,739 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $11,689,948 | 720,268 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,991,162 | 706,373 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,801,684 | 863,229 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,227,696 | 906,916 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $14,626,320 | 959,103 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $17,529,218 | 1,136,048 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $14,898,671 | 1,031,050 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,462,220 | 1,045,451 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,729,075 | 1,016,747 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,885,581 | 1,028,193 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,214,577 | 1,001,618 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,965,598 | 1,067,933 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,742,481 | 1,135,908 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $24,597,915 | 1,207,556 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $23,305,891 | 1,196,401 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,468,515 | 1,153,244 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,057,774 | 1,157,737 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,698,625 | 1,075,254 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,446,727 | 886,215 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,506,669 | 860,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,967,961 | 1,160,721 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,054,246 | 1,181,042 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||