MORGAN STANLEY

PublicCIK: 895421
MSNYSEMS-PKNYSEMS-PANYSE+7 more
Location

NEW YORK, NY

📋 What this filing means

MORGAN STANLEY filed this quarterly 13F‑HR report disclosing 8196 equity positions with a total reported market value of $1.67T. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

8196
Positions
$1.67T
Total AUM (reported)
18.85B
Total Shares

Allocation by class

TOTAL AUM$1.67T8196 positions
COM$909.92B54.3%
CL A$79.68B4.8%
CAP STK CL A$38.12B2.3%
COM CL A$35.20B2.1%
COM NEW$33.89B2.0%
SHS$26.28B1.6%
CAP STK CL C$22.54B1.3%

Portfolio Concentration

Top 310.8%4–1011.3%11–2510.9%Rest67.0%TOP 1022.2%0%100%
Top 3$181.66B10.8%
4–10$189.39B11.3%
11–25$182.18B10.9%
Rest$1.12T67.0%

Top 3 weight

10.8%

Top 10 weight

22.2%

Voting Authority Distribution

Total shares with voting rights: 18.85B

Sole

Full voting authority

10.33B

shares

% of voting shares54.8%
Shared

Joint voting authority

157.11M

shares

% of voting shares0.8%
None

No voting authority

8.36B

shares

% of voting shares44.4%

Investment Discretion (by position count)

Sole0
Shared0
Other8196
Dominant voting typeSole · 54.8% of voting shares
Institutional Holdings8196
Rows:

APPLE INC

DFND
COM
Shares230.48M
TypeSH
Market value$62.66B
3.74%
Sole
115.21M
Shared
0.00
None
115.27M

NVIDIA CORPORATION

DFND
COM
Shares323.73M
TypeSH
Market value$60.38B
3.60%
Sole
198.52M
Shared
0.00
None
125.22M

MICROSOFT CORP

DFND
COM
Shares121.22M
TypeSH
Market value$58.62B
3.50%
Sole
67.65M
Shared
0.00
None
53.57M

ALPHABET INC

DFND
CAP STK CL A
Shares121.79M
TypeSH
Market value$38.12B
2.28%
Sole
63.20M
Shared
0.00
None
58.59M

AMAZON COM INC

DFND
COM
Shares161.58M
TypeSH
Market value$37.30B
2.23%
Sole
82.86M
Shared
2.30M
None
76.43M

BROADCOM INC

DFND
COM
Shares72.96M
TypeSH
Market value$25.25B
1.51%
Sole
42.69M
Shared
0.00
None
30.27M

META PLATFORMS INC

DFND
CL A
Shares37.55M
TypeSH
Market value$24.79B
1.48%
Sole
21.95M
Shared
1.63M
None
13.98M

ALPHABET INC

DFND
CAP STK CL C
Shares71.84M
TypeSH
Market value$22.54B
1.35%
Sole
44.21M
Shared
0.00
None
27.64M

JPMORGAN CHASE & CO.

DFND
COM
Shares66.39M
TypeSH
Market value$21.39B
1.28%
Sole
25.20M
Shared
0.00
None
41.19M

SPDR S&P 500 ETF TR

DFND
TR UNIT
Shares29.32M
TypeSH
Market value$20.00B
1.19%
Sole
10.21M
Shared
0.00
None
19.11M

ELI LILLY & CO

DFND
COM
Shares15.59M
TypeSH
Market value$16.76B
1.00%
Sole
7.44M
Shared
0.00
None
8.15M

ISHARES TR

DFND
CORE S&P500 ETF
Shares24.03M
TypeSH
Market value$16.46B
0.98%
Sole
2.93M
Shared
0.00
None
21.10M

VISA INC

DFND
COM CL A
Shares46.86M
TypeSH
Market value$16.44B
0.98%
Sole
23.88M
Shared
1.71M
None
21.27M

TESLA INC

DFND
COM
Shares35.78M
TypeSH
Market value$16.09B
0.96%
Sole
23.96M
Shared
63.09K
None
11.76M

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares24.57M
TypeSH
Market value$15.41B
0.92%
Sole
8.32M
Shared
0.00
None
16.25M

BERKSHIRE HATHAWAY INC DEL

DFND
CL B NEW
Shares26.28M
TypeSH
Market value$13.21B
0.79%
Sole
12.94M
Shared
0.00
None
13.34M

ISHARES TR

DFND
RUS 1000 GRW ETF
Shares27.64M
TypeSH
Market value$13.08B
0.78%
Sole
422.46K
Shared
0.00
None
27.21M

INVESCO QQQ TR

DFND
UNIT SER 1
Shares16.04M
TypeSH
Market value$9.85B
0.59%
Sole
4.79M
Shared
0.00
None
11.25M

JOHNSON & JOHNSON

DFND
COM
Shares46.33M
TypeSH
Market value$9.59B
0.57%
Sole
19.47M
Shared
0.00
None
26.86M

WALMART INC

DFND
COM
Shares84.27M
TypeSH
Market value$9.39B
0.56%
Sole
36.09M
Shared
0.00
None
48.18M

ISHARES TR

DFND
CORE MSCI EAFE
Shares104.88M
TypeSH
Market value$9.38B
0.56%
Sole
17.14M
Shared
0.00
None
87.74M

VANGUARD BD INDEX FDS

DFND
TOTAL BND MRKT
Shares124.93M
TypeSH
Market value$9.25B
0.55%
Sole
59.00
Shared
0.00
None
124.93M

MASTERCARD INCORPORATED

DFND
CL A
Shares16.05M
TypeSH
Market value$9.16B
0.55%
Sole
9.23M
Shared
886.20K
None
5.93M

ABBVIE INC

DFND
COM
Shares40.04M
TypeSH
Market value$9.15B
0.55%
Sole
17M
Shared
0.00
None
23.04M

EXXON MOBIL CORP

DFND
COM
Shares74.46M
TypeSH
Market value$8.96B
0.53%
Sole
35.14M
Shared
0.00
None
39.31M
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