MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

MORN — Morningstar, Inc.

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
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 MORN

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$292,549,301	1,730,549	-13.7%	Shares	Defined	2026-05-15
2025-12-31	$435,994,481	2,006,325	+2.4%	Shares	Defined	2026-05-27
2025-09-30	$454,499,464	1,958,965	-5.5%	Shares	Defined	2026-05-27
2025-06-30	$650,769,977	2,072,978	-1.3%	Shares	Defined	2025-08-15
2025-03-31	$630,058,350	2,101,105	+2.1%	Shares	Defined	2025-05-15
2024-12-31	$692,685,005	2,056,910	-0.9%	Shares	Defined	2025-05-15
2024-09-30	$662,663,525	2,076,534	+2.8%	Shares	Defined	2025-05-14
2024-06-30	$597,685,926	2,020,233	+4.3%	Shares	Defined	2025-05-14
2024-03-31	$597,306,208	1,936,979	+0.0%	Shares	Defined	2024-10-17
2023-12-31	$554,176,378	1,936,055	-1.1%	Shares	Defined	2024-08-16
2023-09-30	$458,480,289	1,957,310	+1.0%	Shares	Defined	2023-11-15
2023-06-30	$380,021,103	1,938,191	+19.6%	Shares	Defined	2023-08-14
2023-03-31	$329,144,514	1,621,162	+33.0%	Shares	Defined	2023-05-15
2022-12-31	$264,060,889	1,219,174	+685.1%	Shares	Defined	2023-02-14
2022-09-30	$32,970,316	155,286	-14.8%	Shares	Defined	2022-11-14
2022-06-30	$44,083,426	182,291	+155.8%	Shares	Defined	2022-10-27
2022-03-31	$19,463,632	71,251	-28.3%	Shares	Defined	2022-10-27
2021-12-31	$34,006,455	99,437	-3.4%	Shares	Defined	2022-02-14
2021-09-30	$26,676,978	102,988	+8.5%	Shares	Defined	2021-11-15
2021-06-30	$24,411,049	94,944	+39.3%	Shares	Defined	2021-08-23
2021-03-31	$15,339,624	68,164	+3.7%	Shares	Defined	2021-05-17
2020-12-31	$15,222,946	65,738	+36.5%	Shares	Defined	2021-02-16
2020-09-30	$7,732,406	48,144	+1.7%	Shares	Defined	2020-11-13
2020-06-30	$6,673,658	47,341	+14.6%	Shares	Defined	2020-08-14
2020-03-31	$4,802,287	41,310	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.