13F filer · CIK 895421 ↗
Morgan Stanley
You are looking at Q1 2024. See the latest, Q2 2026 →
Reported value
$3.74T
+65% on the quarter before
Positions
7,817
445 new · 458 sold out
Top 10
19.2%
of the value
Est. gain
+$184.09B
on stocks held all quarter
Est. return
+8.2%
on those stocks since Q4 2023
Positions as of Mar 31, 2024, from Morgan Stanley's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
The 24 largest positions, 29% of the reported value, each sized by its share, colored by what the fund did with it since Q4 2023. Striped tiles are options.
Largest buys
Since Q4 2023, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Microsoft~$49.93BAdded · 4.1% → 4.1%+118,669,684 shares
- Apple~$39.43BAdded · 3.7% → 3.1%+229,955,332 shares
- Nvidia~$32.14BAdded · 1.4% → 2.5%+35,569,546 shares
- Amazon~$30.02BAdded · 2.1% → 2.3%+166,417,346 shares
- Alphabet~$17.46BAdded · 1.4% → 1.4%+115,669,021 shares
- SPDR S&P 500 ETF Tr~$16.59BAdded · 1.4% → 1.4%+31,718,141 shares
- Visa Inc.~$15.38BAdded · 1.2% → 1.2%+55,115,880 shares
- Meta~$15.27BAdded · 1.1% → 1.4%+31,441,616 shares
- Jpmorgan Chase & Co~$14.12BAdded · 1.0% → 1.1%+70,505,707 shares
- Invesco Qqq Tr~$13.54BAdded · 0.8% → 0.9%+30,498,545 shares
Largest sells
Since Q4 2023, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Mirati Therapeutics Inc~$724.9MSold out · 0.0% → 0.0%−12,338,764 shares
- Splunk Inc~$573.5MSold out · 0.0% → 0.0%−3,764,234 shares
- Gitlab Inc~$514.5MCut · 0.0% → 0.0%−8,822,601 shares
- Kenvue Inc~$431.6MCut · 0.1% → 0.0%−20,110,657 shares
- Monday Com Ltd~$392.7MCut · 0.0% → 0.0%−1,738,712 shares
- Cooper Cos Inc~$367.2MSold out · 0.0% → 0.0%−970,314 shares
- Cenovus Energy Inc~$311.5MCut · 0.0% → 0.0%−15,581,610 shares
- Lazard Ltd~$263.8MSold out · 0.0% → 0.0%−7,581,520 shares
- Qiagen Nv~$263.7MSold out · 0.0% → 0.0%−6,072,764 shares
- Fleetcor Technologies Inc~$251.3MSold out · 0.0% → 0.0%−889,134 shares
Holdings
As of Mar 31, 2024. Changes are in shares against Dec 31, 2023, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MicrosoftCOM · shares +48% · price +11.9% | 4.1% | $154.22B | +$11.08B | ||||||||
| AppleCOM · shares +53% · price −10.9% | 3.1% | $114.18B | −$9.18B | ||||||||
| NvidiaCOM · shares +54% · price +82.5% | 2.5% | $91.83B | +$26.97B | ||||||||
| AmazonCOM · shares +52% · price +18.7% | 2.3% | $87.25B | +$9.02B | ||||||||
| SPDR S&P 500 ETF TrTR UNIT · shares +47% · price +10.0% | 1.4% | $51.76B | +$3.21B | ||||||||
| AlphabetCAP STK CL A · shares +52% · price +8.0% | 1.4% | $51.34B | +$2.52B | ||||||||
| MetaCL A · shares +43% · price +37.2% | 1.4% | $50.47B | +$9.54B | ||||||||
| Visa Inc.COM CL A · shares +53% · price +7.2% | 1.2% | $44.17B | +$1.93B | ||||||||
| Jpmorgan Chase & CoCOM · shares +54% · price +17.8% | 1.1% | $40.10B | +$3.92B | ||||||||
| AlphabetCAP STK CL C · shares +48% · price +8.0% | 0.89% | $33.26B | +$1.67B | ||||||||
| Invesco Qqq TrUNIT SER 1 · shares +73% · price +8.4% | 0.86% | $32.22B | +$1.45B | ||||||||
| Berkshire Hathaway Inc DelCL B NEW · shares +56% · price +17.9% | 0.82% | $30.68B | +$2.99B | ||||||||
| Eli LillyCOM · shares +55% · price +33.5% | 0.82% | $30.50B | +$4.94B | ||||||||
| Ishares TrCORE S&P500 ETF · shares +51% · price +10.1% | 0.81% | $30.30B | +$1.84B | ||||||||
| Unitedhealth Group IncCOM · shares +81% · price −6.0% | 0.80% | $29.96B | −$1.07B | ||||||||
| Vanguard Index FdsS&P 500 ETF SHS · shares +62% · price +10.1% | 0.75% | $28.14B | +$1.59B | ||||||||
| BroadcomCOM · shares +49% · price +18.7% | 0.68% | $25.26B | +$2.67B | ||||||||
| UberCOM · shares +29% · price +25.0% | 0.66% | $24.58B | +$3.82B | ||||||||
| Ishares TrRUS 1000 GRW ETF · shares +49% · price +11.2% | 0.65% | $24.47B | +$1.65B | ||||||||
| Procter And Gamble CoCOM · shares +49% · price +10.7% | 0.63% | $23.55B | +$1.53B | ||||||||
| MastercardCL A · shares +54% · price +12.9% | 0.62% | $23.03B | +$1.71B | ||||||||
| Home Depot IncCOM · shares +55% · price +10.7% | 0.61% | $22.83B | +$1.43B | ||||||||
| TeslaCOM · shares +83% · price −29.3% | 0.57% | $21.19B | −$4.80B | ||||||||
| Thermo Fisher Scientific IncCOM · shares +40% · price +9.5% | 0.55% | $20.49B | +$1.27B | ||||||||
| Costco Whsl Corp NewCOM · shares +59% · price +11.0% | 0.55% | $20.45B | +$1.28B | ||||||||
| Total · 7,817 positions | 100% | $3.74T | +$184.09B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q4 2023 to Q1 2024: 7,194 stocks held throughout, up $184.09B (+8.2%).
- Nvidia+$26.97B+82%
- Microsoft+$11.08B+12%
- Meta+$9.54B+37%
- Amazon+$9.02B+19%
- Eli Lilly+$4.94B+33%
- Boeing Co−$1.22B−26%
- Adobe−$1.87B−15%
- Tesla−$4.80B−29%
- Walmart Inc−$4.95B−62%
- Apple−$9.18B−11%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 25 splits read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | $1.89T+14% | SEC ↗ |
| Q1 2026 | May 15, 2026 | $1.66T−1% | SEC ↗ |
| Q4 2025 | May 27, 2026 (amended) | $1.67T+1% | SEC ↗ |
| Q3 2025 | May 27, 2026 (amended) | $1.65T+8% | SEC ↗ |
| Q2 2025 | Aug 15, 2025 | $1.54T+10% | SEC ↗ |
| Q1 2025 | May 15, 2025 | $1.40T−2% | SEC ↗ |
| Q4 2024 | May 15, 2025 (amended) | $1.43T+3% | SEC ↗ |
| Q3 2024 | May 14, 2025 (amended) | $1.38T+7% | SEC ↗ |
| Q2 2024 | May 14, 2025 (amended) | $1.29T−65% | SEC ↗ |
| Q1 2024 | May 15, 2024 (amended) | $3.74T+65% | SEC ↗ |
| Q4 2023 | Feb 13, 2024 (amended) | $2.27T+131% | SEC ↗ |
| Q3 2023 | Nov 15, 2023 | $983.41B−3% | SEC ↗ |
| Q2 2023 | Aug 14, 2023 | $1.01T+9% | SEC ↗ |
| Q1 2023 | May 15, 2023 | $932.64B+6% | SEC ↗ |
| Q4 2022 | Feb 14, 2023 | $880.47B+20% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $733.72B−5% | SEC ↗ |
| Q2 2022 | Oct 27, 2022 (amended) | $770.42B+4% | SEC ↗ |
| Q1 2022 | Oct 27, 2022 (amended) | $741.46B−8% | SEC ↗ |
| Q4 2021 | Feb 14, 2022 | $809.87B+9% | SEC ↗ |
| Q3 2021 | Nov 15, 2021 | $742.48B−2% | SEC ↗ |
| Q2 2021 | Aug 23, 2021 (amended) | $758.13B+11% | SEC ↗ |
| Q1 2021 | May 17, 2021 | $680.76B+5% | SEC ↗ |
| Q4 2020 | Feb 16, 2021 | $647.47B+25% | SEC ↗ |
| Q3 2020 | Nov 13, 2020 | $517.01B+14% | SEC ↗ |
| Q2 2020 | Aug 14, 2020 | $451.78B+23% | SEC ↗ |
| Q1 2020 | May 26, 2020 (amended) | $367.99B−14% | SEC ↗ |
| Q4 2019 | Feb 14, 2020 | $430.00B+14% | SEC ↗ |
| Q3 2019 | Nov 14, 2019 | $377.76B+1% | SEC ↗ |
| Q2 2019 | Aug 14, 2019 | $375.74B+6% | SEC ↗ |
| Q1 2019 | May 15, 2019 | $353.27B+6% | SEC ↗ |
| Q4 2018 | Feb 14, 2019 | $334.17B−16% | SEC ↗ |
| Q3 2018 | Apr 23, 2019 (amended) | $399.53B+8% | SEC ↗ |
| Q2 2018 | Apr 23, 2019 (amended) | $370.13B+3% | SEC ↗ |
| Q1 2018 | Apr 23, 2019 (amended) | $360.30B−1% | SEC ↗ |
| Q4 2017 | Apr 23, 2019 (amended) | $365.35B+9% | SEC ↗ |
| Q3 2017 | Nov 14, 2017 | $333.86B+1% | SEC ↗ |
| Q2 2017 | Aug 11, 2017 | $331.01B−49% | SEC ↗ |
| Q1 2017 | May 12, 2017 (amended) | $651.13B+7% | SEC ↗ |
| Q4 2016 | Feb 13, 2017 (amended) | $611.12B+109% | SEC ↗ |
| Q3 2016 | Nov 10, 2016 | $292.79B+6% | SEC ↗ |
| Q2 2016 | Aug 12, 2016 | $276.85B+7% | SEC ↗ |
| Q1 2016 | May 12, 2016 | $259.85B | SEC ↗ |