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 OCCI
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,107,402 | 383,185 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,256,944 | 466,311 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,316,689 | 243,381 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,049,824 | 329,025 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $77,105 | 12,599 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $89,571 | 12,598 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $99,293 | 13,400 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $101,934 | 14,138 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $118,992 | 16,619 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $121,983 | 18,883 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $124,138 | 17,509 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $148,649 | 17,781 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $226,356 | 24,604 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $224,136 | 27,603 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $310,743 | 35,152 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $399,271 | 43,876 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $514,042 | 41,355 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $193,298 | 14,501 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $149 | 11 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,513 | 310 | Shares | Defined | 2021-08-23 | |
| 2020-12-31 | $4,401 | 353 | Shares | Defined | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||