13F filer · CIK 895421 ↗
Morgan Stanley
You are looking at Q4 2024. See the latest, Q2 2026 →
Reported value
$1.43T
+3.5% on the quarter before
Positions
7,965
464 new · 426 sold out
Top 10
21.9%
of the value
Est. gain
+$14.79B
on stocks held all quarter
Est. return
+1.1%
on those stocks since Q3 2024
Positions as of Dec 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, 33% of the reported value, each sized by its share, colored by what the fund did with it since Q3 2024. Striped tiles are options.
Largest buys
Since Q3 2024, 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.
- Blackrock Inc~$4.90BNew · 0.0% → 0.3%+4,783,073 shares
- Nvidia~$2.68BAdded · 2.9% → 3.3%+19,939,417 shares
- Arista Networks~$2.28BNew · 0.0% → 0.2%+20,654,474 shares
- Morgan Stanley Pathway Fds~$2.03BNew · 0.0% → 0.1%+42,204,466 shares
- Tesla~$1.99BAdded · 0.8% → 1.3%+4,918,044 shares
- Ishares Tr~$1.74BAdded · 1.0% → 1.2%+2,960,729 shares
- Apple~$1.70BAdded · 3.9% → 4.2%+6,803,216 shares
- Amazon~$1.67BAdded · 2.2% → 2.6%+7,616,951 shares
- Lam Research~$1.54BNew · 0.0% → 0.1%+21,306,226 shares
- Vanguard Bd Index Fds~$1.33BAdded · 0.5% → 0.6%+18,442,346 shares
Largest sells
Since Q3 2024, 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.
- BlackRock~$4.38BSold out · 0.3% → 0.0%−4,607,764 shares
- Arista Networks~$1.91BSold out · 0.1% → 0.0%−4,986,350 shares
- Lam Research~$1.72BSold out · 0.1% → 0.0%−2,104,188 shares
- Ishares Tr~$1.61BCut · 0.3% → 0.1%−18,492,499 shares
- SPDR S&P 500 ETF Tr~$1.34BCut · 1.5% → 1.4%−2,291,895 shares
- Microstrategy Inc~$1.26BCut · 0.1% → 0.1%−4,336,867 shares
- Shopify Inc~$1.25BCut · 0.2% → 0.2%−11,751,403 shares
- Vanguard Bd Index Fds~$1.02BCut · 0.2% → 0.1%−13,258,516 shares
- Ishares Tr~$781.8MCut · 0.7% → 0.7%−1,946,709 shares
- Uber~$673.2MCut · 0.5% → 0.3%−11,159,785 shares
Holdings
As of Dec 31, 2024. Changes are in shares against Sep 30, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AppleCOM · shares +2.9% · price +7.5% | 4.2% | $59.67B | +$4.03B | ||||||||
| MicrosoftCOM · shares +1.2% · price −2.0% | 3.7% | $52.90B | −$1.09B | ||||||||
| NvidiaCOM · shares +6.0% · price +10.6% | 3.3% | $46.96B | +$4.24B | ||||||||
| AmazonCOM · shares +4.8% · price +17.7% | 2.6% | $36.67B | +$5.27B | ||||||||
| AlphabetCAP STK CL A · shares +1.4% · price +14.1% | 1.7% | $23.62B | +$2.89B | ||||||||
| MetaCL A · shares −2.0% · price +2.3% | 1.5% | $21.15B | +$472.1M | ||||||||
| SPDR S&P 500 ETF TrTR UNIT · shares −6.4% · price +2.1% | 1.4% | $19.54B | +$410.8M | ||||||||
| TeslaCOM · shares +12% · price +54.4% | 1.3% | $18.16B | +$5.70B | ||||||||
| BroadcomCOM · shares +5.9% · price +34.4% | 1.2% | $17.48B | +$4.22B | ||||||||
| Jpmorgan Chase & Co.COM · shares −0.5% · price +13.7% | 1.2% | $16.50B | +$1.99B | ||||||||
| Ishares TrCORE S&P500 ETF · shares +12% · price +2.1% | 1.2% | $16.42B | +$295.7M | ||||||||
| Visa Inc.COM CL A · shares +0.8% · price +14.9% | 1.1% | $16.00B | +$2.06B | ||||||||
| AlphabetCAP STK CL C · shares +1.0% · price +13.9% | 1.0% | $14.30B | +$1.73B | ||||||||
| Berkshire Hathaway Inc DelCL B NEW · shares +5.7% · price −1.5% | 0.89% | $12.72B | −$185.3M | ||||||||
| Vanguard Index FdsS&P 500 ETF SHS · shares +3.6% · price +2.1% | 0.86% | $12.29B | +$245.3M | ||||||||
| Eli LillyCOM · shares −1.2% · price −12.9% | 0.78% | $11.10B | −$1.64B | ||||||||
| Unitedhealth Group IncCOM · shares +7.0% · price −13.5% | 0.76% | $10.82B | −$1.58B | ||||||||
| Ishares TrRUS 1000 GRW ETF · shares −7.5% · price +7.0% | 0.68% | $9.66B | +$630.3M | ||||||||
| Invesco Qqq TrUNIT SER 1 · shares +4.8% · price +4.7% | 0.67% | $9.61B | +$415.2M | ||||||||
| Costco Whsl Corp NewCOM · shares +1.3% · price +3.4% | 0.61% | $8.77B | +$281.1M | ||||||||
| Procter And Gamble CoCOM · shares +4.7% · price −3.2% | 0.60% | $8.60B | −$272.2M | ||||||||
| Home Depot IncCOM · shares +1.8% · price −4.0% | 0.60% | $8.55B | −$350.0M | ||||||||
| Vanguard Bd Index FdsTOTAL BND MRKT · shares +18% · price −4.3% | 0.60% | $8.53B | −$320.6M | ||||||||
| MastercardCL A · shares −1.5% · price +6.6% | 0.59% | $8.49B | +$528.1M | ||||||||
| Exxon Mobil CorpCOM · shares +1.7% · price −8.2% | 0.53% | $7.59B | −$669.3M | ||||||||
| Total · 7,965 positions | 100% | $1.43T | +$14.79B |
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 Q3 2024 to Q4 2024: 7,314 stocks held throughout, up $14.79B (+1.1%).
- Tesla+$5.70B+54%
- Amazon+$5.27B+18%
- Nvidia+$4.24B+11%
- Broadcom+$4.22B+34%
- Apple+$4.03B+7%
- Thermo Fisher Scientific Inc−$1.10B−16%
- Uber−$1.20B−20%
- AMD−$1.32B−26%
- Unitedhealth Group Inc−$1.58B−13%
- Eli Lilly−$1.64B−13%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 59 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 ↗ |