MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

FISI — Financial Institutions Inc

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.77%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
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	2.10%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,267,648	260,727	-22.7%	Shares	Defined	2026-05-15
2025-12-31	$10,519,496	337,488	+27.4%	Shares	Defined	2026-05-27
2025-09-30	$7,206,066	264,929	+5.3%	Shares	Defined	2026-05-27
2025-06-30	$6,459,056	251,521	+12.4%	Shares	Defined	2025-08-15
2025-03-31	$5,587,468	223,857	-5.7%	Shares	Defined	2025-05-15
2024-12-31	$6,481,072	237,489	-6.1%	Shares	Defined	2025-05-15
2024-09-30	$6,440,164	252,853	+4.2%	Shares	Defined	2025-05-14
2024-06-30	$4,686,737	242,585	+12.0%	Shares	Defined	2025-05-14
2024-03-31	$4,074,488	216,498	+13.4%	Shares	Defined	2024-10-17
2023-12-31	$4,065,848	190,885	+11.1%	Shares	Defined	2024-08-16
2023-09-30	$2,891,761	171,822	-43.7%	Shares	Defined	2023-11-15
2023-06-30	$4,804,016	305,211	+27.1%	Shares	Defined	2023-08-14
2023-03-31	$4,631,359	240,216	+2.7%	Shares	Defined	2023-05-15
2022-12-31	$5,695,681	233,813	+69.4%	Shares	Defined	2023-02-14
2022-09-30	$3,322,474	138,034	+11.2%	Shares	Defined	2022-11-14
2022-06-30	$3,231,238	124,183	+289.0%	Shares	Defined	2022-10-27
2022-03-31	$961,777	31,921	+9.7%	Shares	Defined	2022-10-27
2021-12-31	$924,995	29,088	-3.5%	Shares	Defined	2022-02-14
2021-09-30	$924,034	30,148	-1.2%	Shares	Defined	2021-11-15
2021-06-30	$915,630	30,521	+189.8%	Shares	Defined	2021-08-23
2021-03-31	$319,013	10,532	-43.3%	Shares	Defined	2021-05-17
2020-12-31	$417,712	18,565	+707.2%	Shares	Defined	2021-02-16
2020-09-30	$35,419	2,300	-60.4%	Shares	Defined	2020-11-13
2020-06-30	$107,993	5,803	-39.0%	Shares	Defined	2020-08-14
2020-03-31	$172,564	9,513	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.