Morgan Stanley Portfolio Holdings

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024

Morgan Stanley has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.39 Trillion distributed in 44604 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $59.7B, Microsoft Corp with a value of $52.9B, Nvidia Corp with a value of $47B, Amazon Com Inc with a value of $36.7B, and Alphabet Inc. with a value of $23.6B.

Examining the 13F form we can see an increase of $35.3B in the current position value, from $1.35T to 1.39T. Also it can be appreciated an additional of 464 stocks purchases and 426 closed positions.

Morgan Stanley is based out at New York, NY

Below you can find more details about Morgan Stanley portfolio as well as his latest detailed transactions.

Portfolio value $1.39 Trillion
ETFs: $321 Billion
Technology: $314 Billion
Financial Services: $162 Billion
Consumer Cyclical: $133 Billion
Healthcare: $113 Billion
Communication Services: $96.5 Billion
Industrials: $92.1 Billion
Consumer Defensive: $56.9 Billion
Other: $101 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.51B
$5.78 Million 0.0% of portfolio
290,970
Q4 2024 Reduced 10.84%
$28.8M
$172,000 0.0% of portfolio
72,761
Q2 2024 Reduced 2.28%
$442M
$1.86 Million 0.0% of portfolio
170,135
Q4 2024 Added 146.48%
$5.46B
$61.5 Million 0.0% of portfolio
3,041,665
Q4 2024 Reduced 3.92%
$0
$12.8 Million 0.0% of portfolio
863,229
Q4 2024 Reduced 4.82%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.72%
Aquabounty Technologies Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 83.47%
$0
$51 Million 0.0% of portfolio
7,994,280
Q4 2024 Reduced 1.71%
$2.96B
$37.5 Million 0.0% of portfolio
896,150
Q4 2024 Added 10.74%
$43.1M
$1.57 Million 0.0% of portfolio
587,834
Q4 2024 Added 4,164.3%
$532M
$2.6 Million 0.0% of portfolio
219,681
Q4 2024 Reduced 15.3%
$231M
$1.86 Million 0.0% of portfolio
118,360
Q4 2024 Reduced 11.62%
$0
$49.1 Million 0.0% of portfolio
2,410,676
Q4 2024 Added 11.75%
$20.8B
$29.4 Million 0.0% of portfolio
983,165
Q4 2024 Added 11.24%
Ardent Health Partners Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 4.74%
$163M
$1.9 Million 0.0% of portfolio
389,311
Q4 2024 Reduced 46.36%
$60.8M
$131,000 0.0% of portfolio
131,998
Q4 2024 Added 1.38%
$1.11B
$28.1 Million 0.0% of portfolio
71,425
Q4 2024 Reduced 11.13%
$185M
$232,000 0.0% of portfolio
56,531
Q4 2024 Reduced 13.7%
Bentley Sys Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 28.18%
$0
$23.3 Million 0.0% of portfolio
1,179,249
Q4 2024 Reduced 3.04%
$988M
$26 Million 0.0% of portfolio
1,852,229
Q4 2024 Reduced 43.02%
$509M
$9.66 Million 0.0% of portfolio
944,083
Q4 2024 Reduced 2.58%
$0
$18.3 Million 0.0% of portfolio
1,251,017
Q4 2024 Added 2.14%
$426M
$2.11 Million 0.0% of portfolio
27,110
Q4 2024 Added 20.33%
$583M
$1.71 Million 0.0% of portfolio
225,763
Q4 2024 Reduced 10.01%
$0
$704,000 0.0% of portfolio
10,898
Q4 2024 Added 7.86%
$3.89B
$46.4 Million 0.0% of portfolio
1,147,079
Q4 2024 Reduced 20.62%
$1.58B
$14.4 Million 0.0% of portfolio
1,356,655
Q4 2024 Added 23.23%
Genprex Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 495.49%
$1.79B
$21.6 Million 0.0% of portfolio
315,112
Q4 2024 Reduced 8.45%
$1.8B
$30.6 Million 0.0% of portfolio
562,304
Q4 2024 Reduced 9.46%
$226M
$3.11 Million 0.0% of portfolio
189,178
Q4 2024 Reduced 58.24%
$155M
$221,000 0.0% of portfolio
21,972
Q4 2024 Added 19.79%
Palisade Bio Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 95.0%
$567M
$23 Million 0.0% of portfolio
992,299
Q4 2024 Added 56.43%
$145M
$562,000 0.0% of portfolio
137,790
Q4 2024 Added 10.84%
$2.49B
$25.7 Million 0.0% of portfolio
1,279,683
Q4 2024 Added 1.81%
$13.1B
$58.6 Million 0.0% of portfolio
2,805,881
Q4 2024 Added 71.05%
$0
$437,000 0.0% of portfolio
18,645
Q4 2024 Reduced 41.78%
$1.83B
$11.8 Million 0.0% of portfolio
363,574
Q4 2024 Reduced 26.69%
$0
$101,000 0.0% of portfolio
3,681
Q4 2024 Reduced 62.5%
$194M
$915,000 0.0% of portfolio
484,640
Q4 2024 Reduced 3.86%
$7.79B
$23.8 Million 0.0% of portfolio
938,864
Q4 2024 Reduced 14.27%
$0
$27.8 Million 0.0% of portfolio
1,726,004
Q4 2024 Reduced 21.74%
$0
$12.1 Million 0.0% of portfolio
805,648
Q4 2024 Reduced 2.45%
$73.7M
$144,000 0.0% of portfolio
78,090
Q4 2024 Added 38.74%
$0
$2.73 Million 0.0% of portfolio
79,323
Q4 2024 Reduced 33.9%
$3.02B
$63.6 Million 0.0% of portfolio
413,059
Q4 2024 Reduced 2.41%

Summary

  • Portfolio
  • No. of Stocks 44,604
  • Current Value $1.39 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 464 stocks
  • Additional Purchases 3,590 stocks
  • Sold out of 426 stocks
  • Reduced holdings in 3,221 stocks
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