Morgan Stanley Top Holdings and 13F Report (2024)

About Morgan Stanley

Morgan Stanley NYSE: MS has filed 13-F forms with the SEC as an investor. Morgan Stanley is itself a publicly traded company. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. For more information on Morgan Stanley stock, visit the Morgan Stanley stock profile here.

Investment Activity

Morgan Stanley has $1.38 trillion in total holdings as of September 30, 2024.
Morgan Stanley owns shares of 7,927 different stocks, but just 444 companies or ETFs make up 80% of its holdings.
Approximately 5.10% of the portfolio was purchased this quarter.
About 3.47% of the portfolio was sold this quarter.
This quarter, Morgan Stanley has purchased 7,845 new stocks and bought additional shares in 3,926 stocks.
Morgan Stanley sold shares of 2,815 stocks and completely divested from 369 stocks this quarter.

Largest Holdings

Apple: $53,930,395,994
Microsoft: $53,376,094,523
NVIDIA: $40,041,229,847
Amazon.com: $29,725,740,929
Meta Platforms: $21,094,839,304

Largest New Holdings this Quarter

TE CONNECTIVITY PLC: $499,556,002 Holding
FERGUSON ENTERPRISES INC: $234,439,491 Holding
LINEAGE INC: $176,105,361 Holding
SMURFIT WESTROCK PLC: $146,552,187 Holding
SIX FLAGS ENTERTAINMENT CORP: $103,519,960 Holding

Largest Purchases this Quarter

Broadcom: 64,015,662 shares (about $11.04B)
iShares Core S&P 500 ETF: 3,128,222 shares (about $1.80B)
MicroStrategy: 8,812,897 shares (about $1.49B)
Alphabet: 6,897,518 shares (about $1.14B)
Vanguard S&P 500 ETF: 2,122,737 shares (about $1.12B)

Largest Sales this Quarter

Amazon.com: 5,974,728 shares (about $1.11B)
Adobe: 2,082,015 shares (about $1.08B)
ServiceNow: 1,131,752 shares (about $1.01B)
Intercontinental Exchange: 6,184,877 shares (about $993.54M)
NVIDIA: 7,240,991 shares (about $879.35M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$53,930,395,994	$99,604,006 ▲	0.2%	231,460,925	3.9%	Computer and Technology
MSFT Microsoft	$53,376,094,523	$552,564,595 ▲	1.0%	124,043,907	3.9%	Computer and Technology
NVDA NVIDIA	$40,041,229,847	$879,345,958 ▼	-2.1%	329,720,268	2.9%	Computer and Technology
AMZN Amazon.com	$29,725,740,929	$1,113,271,092 ▼	-3.6%	159,532,766	2.2%	Retail/Wholesale
META Meta Platforms	$21,094,839,304	$928,584,766 ▲	4.6%	36,850,740	1.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$20,444,890,588	$373,913,103 ▲	1.9%	35,633,173	1.5%	Finance
GOOGL Alphabet	$20,420,593,648	$1,143,953,394 ▲	5.9%	123,126,880	1.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,595,073,430	$212,544,778 ▲	1.5%	69,216,888	1.1%	Finance
IVV iShares Core S&P 500 ETF	$14,381,161,748	$1,804,421,196 ▲	14.3%	24,931,799	1.0%	ETF
V Visa	$13,807,507,032	$123,245,518 ▼	-0.9%	50,218,245	1.0%	Business Services
LLY Eli Lilly and Company	$12,895,870,371	$738,997,216 ▲	6.1%	14,556,142	0.9%	Medical
GOOG Alphabet	$12,438,242,308	$164,686,838 ▲	1.3%	74,395,848	0.9%	Computer and Technology
AVGO Broadcom	$12,281,302,506	$11,042,702,092 ▲	891.5%	71,195,954	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$12,220,373,366	$722,000,737 ▲	6.3%	26,551,019	0.9%	Finance
UNH UnitedHealth Group	$11,693,586,200	$30,748,326 ▼	-0.3%	19,999,973	0.8%	Medical
VOO Vanguard S&P 500 ETF	$11,620,998,763	$1,120,104,677 ▲	10.7%	22,023,231	0.8%	ETF
TSLA Tesla	$10,478,051,377	$59,306,554 ▼	-0.6%	40,049,118	0.8%	Auto/Tires/Trucks
IWF iShares Russell 1000 Growth ETF	$9,760,885,353	$19,207,072 ▼	-0.2%	26,002,673	0.7%	ETF
QQQ Invesco QQQ	$8,749,697,458	$186,829,316 ▲	2.2%	17,927,134	0.6%	Finance
HD Home Depot	$8,748,842,198	$553,671,868 ▲	6.8%	21,591,413	0.6%	Retail/Wholesale
PG Procter & Gamble	$8,493,154,486	$138,267,126 ▲	1.7%	49,036,686	0.6%	Consumer Staples
COST Costco Wholesale	$8,376,265,846	$7,428,154 ▲	0.1%	9,448,475	0.6%	Retail/Wholesale
XOM Exxon Mobil	$8,130,494,479	$380,834,665 ▲	4.9%	69,360,981	0.6%	Oils/Energy
MA Mastercard	$8,075,465,741	$142,178,375 ▲	1.8%	16,353,715	0.6%	Business Services
IEFA iShares Core MSCI EAFE ETF	$7,830,738,182	$124,924,961 ▲	1.6%	100,329,762	0.6%	ETF
ABBV AbbVie	$7,645,804,411	$290,922,230 ▲	4.0%	38,716,851	0.6%	Medical
BND Vanguard Total Bond Market ETF	$7,524,315,394	$812,163,842 ▲	12.1%	100,177,277	0.5%	ETF
JNJ Johnson & Johnson	$7,318,975,101	$501,228,924 ▲	7.4%	45,162,129	0.5%	Medical
UBER Uber Technologies	$6,927,115,484	$426,317,005 ▼	-5.8%	92,164,918	0.5%	Computer and Technology
TMO Thermo Fisher Scientific	$6,891,829,837	$591,331,484 ▼	-7.9%	11,141,548	0.5%	Medical
WMT Walmart	$6,321,155,088	$279,678,929 ▼	-4.2%	78,280,555	0.5%	Retail/Wholesale
IWD iShares Russell 1000 Value ETF	$6,050,836,826	$133,901,064 ▼	-2.2%	31,880,065	0.4%	ETF
NFLX Netflix	$5,955,887,477	$64,541,470 ▲	1.1%	8,397,204	0.4%	Consumer Discretionary
KO Coca-Cola	$5,697,922,079	$58,712,138 ▼	-1.0%	79,291,982	0.4%	Consumer Staples
VUG Vanguard Growth ETF	$5,301,711,405	$77,547,731 ▲	1.5%	13,809,055	0.4%	ETF
CRM Salesforce	$5,263,158,493	$61,186,236 ▼	-1.1%	19,228,957	0.4%	Computer and Technology
CVX Chevron	$5,239,874,467	$86,378,137 ▼	-1.6%	35,580,049	0.4%	Oils/Energy
NEE NextEra Energy	$5,181,572,220	$116,835,511 ▲	2.3%	61,298,616	0.4%	Utilities
NOW ServiceNow	$5,164,342,920	$1,012,228,023 ▼	-16.4%	5,774,149	0.4%	Computer and Technology
PANW Palo Alto Networks	$5,125,244,180	$333,385,293 ▲	7.0%	14,994,860	0.4%	Computer and Technology
VTV Vanguard Value ETF	$5,071,786,461	$21,591,693 ▼	-0.4%	29,053,021	0.4%	ETF
MRK Merck & Co., Inc.	$5,041,135,721	$246,931,811 ▲	5.2%	44,391,822	0.4%	Medical
AMD Advanced Micro Devices	$4,987,396,444	$244,457,890 ▲	5.2%	30,396,124	0.4%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$4,875,886,703	$451,432,010 ▲	10.2%	27,215,261	0.4%	ETF
PEP PepsiCo	$4,743,724,479	$158,280,850 ▲	3.5%	27,896,055	0.3%	Consumer Staples
AMGN Amgen	$4,734,626,623	$106,891,265 ▲	2.3%	14,694,222	0.3%	Medical
BAC Bank of America	$4,723,921,239	$392,386,918 ▲	9.1%	119,050,432	0.3%	Finance
MCD McDonald's	$4,677,544,219	$582,284,162 ▲	14.2%	15,360,885	0.3%	Retail/Wholesale
ACN Accenture	$4,661,595,428	$853,811,787 ▼	-15.5%	13,187,716	0.3%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$4,431,331,792	$41,281,466 ▲	0.9%	77,187,452	0.3%	ETF
BLK BlackRock	$4,375,120,473	$251,417,097 ▲	6.1%	4,607,764	0.3%	Finance
ADBE Adobe	$4,262,069,654	$1,078,026,076 ▼	-20.2%	8,231,427	0.3%	Computer and Technology
BX Blackstone	$4,213,781,369	$408,369,421 ▲	10.7%	27,517,671	0.3%	Finance
IWM iShares Russell 2000 ETF	$4,002,653,243	$31,932,971 ▼	-0.8%	18,120,568	0.3%	Finance
HON Honeywell International	$3,972,280,286	$105,412,188 ▲	2.7%	19,216,680	0.3%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$3,934,874,776	$125,810,958 ▼	-3.1%	34,513,415	0.3%	Medical
DIS Walt Disney	$3,861,929,952	$520,558,092 ▼	-11.9%	40,148,973	0.3%	Consumer Discretionary
TLT iShares 20+ Year Treasury Bond ETF	$3,840,766,423	$424,603,500 ▼	-10.0%	39,151,542	0.3%	ETF
ORCL Oracle	$3,820,811,938	$146,647,107 ▲	4.0%	22,422,603	0.3%	Computer and Technology
MELI MercadoLibre	$3,808,018,803	$302,742,372 ▼	-7.4%	1,855,794	0.3%	Retail/Wholesale
LINDE PLC	$3,779,167,400	$161,898,381 ▲	4.5%	7,925,103	0.3%	SHS
RTX RTX	$3,727,624,855	$387,088,663 ▼	-9.4%	30,766,132	0.3%	Aerospace
GS The Goldman Sachs Group	$3,723,941,108	$183,292,269 ▲	5.2%	7,521,439	0.3%	Finance
AXP American Express	$3,661,257,567	$36,209,822 ▼	-1.0%	13,500,208	0.3%	Finance
CSCO Cisco Systems	$3,598,348,024	$183,199,005 ▲	5.4%	67,612,698	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,573,688,613	$70,835,881 ▲	2.0%	12,620,738	0.3%	ETF
VZ Verizon Communications	$3,486,511,423	$88,541,597 ▲	2.6%	77,633,294	0.3%	Computer and Technology
SHOP Shopify	$3,312,679,733	$577,144,111 ▼	-14.8%	41,336,156	0.2%	Computer and Technology
DOORDASH INC	$3,263,703,443	$226,187,963 ▼	-6.5%	22,866,273	0.2%	CL A
DHR Danaher	$3,242,530,333	$430,986,997 ▼	-11.7%	11,662,936	0.2%	Multi-Sector Conglomerates
SPGI S&P Global	$3,242,136,555	$505,929,892 ▲	18.5%	6,275,666	0.2%	Business Services
ETN Eaton	$3,231,974,056	$28,798,169 ▼	-0.9%	9,751,306	0.2%	Industrial Products
QCOM QUALCOMM	$3,212,130,428	$9,036,969 ▲	0.3%	18,889,326	0.2%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$3,192,344,142	$853,899 ▲	0.0%	33,340,406	0.2%	ETF
LMT Lockheed Martin	$3,177,827,198	$78,208,312 ▲	2.5%	5,436,270	0.2%	Aerospace
VEA Vanguard FTSE Developed Markets ETF	$3,134,713,092	$45,548,891 ▲	1.5%	59,358,321	0.2%	ETF
ADP Automatic Data Processing	$3,130,097,018	$58,286,274 ▼	-1.8%	11,311,011	0.2%	Business Services
IBM International Business Machines	$3,127,682,638	$75,179,596 ▲	2.5%	14,147,286	0.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$3,108,871,853	$693,356,446 ▲	28.7%	37,388,716	0.2%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$3,095,630,257	$259,753,054 ▲	9.2%	17,824,781	0.2%	Computer and Technology
TJX TJX Companies	$3,093,533,817	$4,818,670 ▼	-0.2%	26,318,985	0.2%	Retail/Wholesale
ICE Intercontinental Exchange	$3,070,961,852	$993,538,818 ▼	-24.4%	19,117,040	0.2%	Finance
BKNG Booking	$2,994,665,297	$1,054,611,130 ▲	54.4%	710,960	0.2%	Retail/Wholesale
CAT Caterpillar	$2,974,672,964	$127,536,070 ▲	4.5%	7,605,522	0.2%	Industrial Products
JPST JPMorgan Ultra-Short Income ETF	$2,866,159,529	$22,212,146 ▲	0.8%	56,487,179	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,851,923,267	$274,298,944 ▲	10.6%	28,161,577	0.2%	Finance
AON AON	$2,810,144,416	$28,799,524 ▼	-1.0%	8,122,037	0.2%	Finance
LOW Lowe's Companies	$2,773,221,318	$10,708,057 ▼	-0.4%	10,238,954	0.2%	Retail/Wholesale
TMUS T-Mobile US	$2,760,192,791	$25,615,471 ▲	0.9%	13,375,617	0.2%	Computer and Technology
ISRG Intuitive Surgical	$2,741,981,634	$60,282,298 ▼	-2.2%	5,581,412	0.2%	Medical
BDX Becton, Dickinson and Company	$2,647,332,785	$84,355,844 ▼	-3.1%	10,980,225	0.2%	Medical
NOC Northrop Grumman	$2,621,540,646	$65,238,321 ▼	-2.4%	4,964,379	0.2%	Aerospace
PM Philip Morris International	$2,597,363,998	$508,921,002 ▼	-16.4%	21,395,088	0.2%	Consumer Staples
TXN Texas Instruments	$2,546,025,414	$182,432,544 ▼	-6.7%	12,325,240	0.2%	Computer and Technology
INTU Intuit	$2,546,011,049	$79,173,827 ▲	3.2%	4,099,854	0.2%	Computer and Technology
SBUX Starbucks	$2,534,550,742	$58,705,466 ▼	-2.3%	25,998,054	0.2%	Retail/Wholesale
PLD Prologis	$2,532,783,418	$5,192,129 ▲	0.2%	20,056,882	0.2%	Finance
SPOT Spotify Technology	$2,477,586,292	$557,581,636 ▼	-18.4%	6,722,887	0.2%	Business Services
IVE iShares S&P 500 Value ETF	$2,469,737,552	$24,875,170 ▲	1.0%	12,525,927	0.2%	ETF
SHW Sherwin-Williams	$2,459,209,671	$375,722,984 ▼	-13.3%	6,443,285	0.2%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Morgan Stanley Top Holdings and 13F Report (2024)

About Morgan Stanley

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Morgan Stanley Top Holdings and 13F Report (2024)

About Morgan Stanley

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMorgan Stanley

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools