MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $313,524,545,538 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
90,510,747 $22,970,722,477 7.33%
SPY
Spdr S&P 500 ETF Trust
20,974,016 $13,640,241,563 4.35%
JPM
Jpmorgan Chase & Co
Financial Services
37,882,393 $11,143,484,723 3.55%
GOOGL
Alphabet Inc.
Communication Services
38,301,608 $11,014,010,392 3.51%
NVDA
Nvidia Corp
Technology
62,891,798 $10,968,329,569 3.50%
META
Meta Platforms, Inc.
Communication Services
14,125,738 $8,081,758,478 2.58%
LLY
ELI LILLY & Co
Healthcare
7,277,766 $6,693,870,826 2.14%
AMZN
Amazon Com Inc
Consumer Cyclical
32,102,051 $6,685,894,159 2.13%
HD
Home Depot, Inc.
Consumer Cyclical
19,541,498 $6,427,003,272 2.05%
WMT
Walmart Inc.
Consumer Defensive
41,980,282 $5,217,309,446 1.66%

Portfolio Trend

52 quarters · across all stocks

Holdings in IP

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $70,847,182 1,984,515
2025-12-31 $306,563,262 7,782,769
2025-09-30 $78,295,961 1,687,413
2025-06-30 $148,290,893 3,166,579
2025-03-31 $155,708,589 2,918,624
2024-12-31 $87,541,941 1,626,569
2024-09-30 $1,744,091 35,703
2024-06-30 $295,146 6,840
2024-03-31 $269,550 6,908
2023-12-31 $75,950,173 2,100,973
2023-09-30 $160,225,715 4,517,218
2023-06-30 $155,352,784 4,883,772
2023-03-31 $176,617,113 4,897,868
2022-12-31 $202,213,879 5,839,269
2022-09-30 $172,002,579 5,425,949
2022-06-30 $239,922,862 5,735,665
2022-03-31 $141,778,288 3,072,119
2021-12-31 $113,438,279 2,414,608
2021-09-30 $110,849,705 2,093,301
2021-06-30 $126,827,774 2,184,475
2021-03-31 $78,917,233 1,541,271
2020-12-31 $117,772,750 2,501,370
2020-09-30 $101,662,662 2,648,141
2020-06-30 $66,910,197 2,006,736
2020-03-31 $65,342,651 2,216,568