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 LPLA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,164,935 | 1,283,665 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $629,784,637 | 1,763,263 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $492,265,084 | 1,479,651 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $515,207,648 | 1,373,997 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $394,441,197 | 1,205,726 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $335,601,992 | 1,027,846 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $202,585,363 | 870,848 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $409,735,050 | 1,467,007 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $337,091,718 | 1,275,896 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $119,567,187 | 525,293 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $118,927,658 | 500,432 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $134,419,352 | 618,219 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $141,359,798 | 698,418 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $150,113,845 | 694,425 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $99,311,827 | 454,558 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $74,093,436 | 401,634 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $37,110,342 | 203,144 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,529,614 | 115,745 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,521,772 | 92,637 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,027,372 | 281,726 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $16,962,670 | 119,321 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,783,474 | 170,634 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,579,888 | 72,778 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,447,796 | 43,977 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,544,063 | 120,229 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||