Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,745 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2023 年第 4 季 13F 持有人
Morgan Stanley 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,761
- 較 2023 年第 3 季 +123 家
- 持有股數
- 13.8 億
- 較 2023 年第 3 季 −26.8 萬 (0.0%)
- 總市值
- $1,283 億
- 較 2023 年第 3 季 +$158.4 億 (+14.1%)
- 新進機構
- 246
- 另有 600 家加碼
- 清倉機構
- 123
- 另有 715 家減碼
另有 33 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,181 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2023 年第 4 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $351.6 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 113,915,845 | $106.2 億 | 0.52% | +2,124,934+1.9% | 加碼 |
| Vanguard Group Inc | 109,042,753 | $101.7 億 | 0.22% | −603,640−0.6% | 減碼 |
| BlackRock Inc. | 90,499,215 | $84.4 億 | 0.22% | +2,874,192+3.3% | 加碼 |
| JPMorgan Chase & Co | 59,940,044 | $55.9 億 | 0.57% | +7,226,094+13.7% | 加碼 |
| Wellington Management Group LLP | 38,451,051 | $35.9 億 | 0.67% | +5,631,435+17.2% | 加碼 |
| Capital International Investors | 24,499,542 | $22.8 億 | 0.51% | +1,865,645+8.2% | 加碼 |
| Geode Capital Management, LLC | 23,861,892 | $22.2 億 | 0.23% | +241,414+1.0% | 加碼 |
| Bank of America Corp | 20,966,912 | $19.6 億 | 0.22% | −2,532,703−10.8% | 減碼 |
| Fisher Asset Management, LLC | 20,228,334 | $18.9 億 | 1.00% | +495,055+2.5% | 加碼 |
| Massachusetts Financial Services Co | 20,197,232 | $18.8 億 | 0.61% | +575,114+2.9% | 加碼 |
| FMR LLC | 17,251,568 | $16.1 億 | 0.12% | −6,222,884−26.5% | 減碼 |
| Capital Research Global Investors | 17,139,623 | $16.0 億 | 0.39% | −6,349,128−27.0% | 減碼 |
| Ameriprise Financial Inc | 15,335,952 | $14.3 億 | 0.43% | −1,658,594−9.8% | 減碼 |
| Royal Bank of Canada | 14,972,560 | $14.0 億 | 0.35% | −249,942−1.6% | 減碼 |
| Bank of New York Mellon Corp | 14,771,778 | $13.8 億 | 0.28% | +1,612,507+12.3% | 加碼 |
| Price T Rowe Associates Inc | 13,469,721 | $12.6 億 | 0.17% | −7,787,349−36.6% | 減碼 |
| Northern Trust Corp | 12,314,250 | $11.5 億 | 0.21% | −793,715−6.1% | 減碼 |
| Goldman Sachs Group Inc | 11,155,744 | $10.4 億 | 0.23% | −1,276,207−10.3% | 減碼 |
| Invesco Ltd. | 10,777,004 | $10.0 億 | 0.24% | +4,104,869+61.5% | 加碼 |
| Norges Bank | 10,274,582 | $9.58 億 | 0.17% | +252,621+2.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,061,378 | $8.45 億 | 0.50% | +979,250+12.1% | 加碼 |
| Charles Schwab Investment Management Inc | 8,820,988 | $8.16 億 | 0.21% | +383,211+4.5% | 加碼 |
| Dimensional Fund Advisors LP | 8,683,688 | $8.10 億 | 0.24% | −508,544−5.5% | 減碼 |
| Franklin Resources Inc | 8,426,697 | $7.86 億 | 0.37% | −3,106,684−26.9% | 減碼 |
| Legal & General Group Plc | 8,398,690 | $7.83 億 | 0.24% | −66,157−0.8% | 減碼 |
| Nuveen Asset Management, LLC | 7,924,548 | $7.39 億 | 0.24% | +135,852+1.7% | 加碼 |
| UBS Group AG | 7,236,830 | $6.75 億 | 0.27% | −314,900−4.2% | 減碼 |
| Capital World Investors | 7,207,324 | $6.72 億 | 0.12% | +32,152+0.4% | 加碼 |
| Boston Partners | 7,094,388 | $6.59 億 | 0.87% | +1,195,258+20.3% | 加碼 |
| Janus Henderson Group PLC | 6,958,823 | $6.49 億 | 0.39% | −63,306−0.9% | 減碼 |
| Barclays PLC | 6,645,595 | $6.20 億 | 0.32% | +2,591,036+63.9% | 加碼 |
| Bank of Montreal | 6,580,561 | $6.16 億 | 0.33% | +9,003+0.1% | 加碼 |
| UBS Asset Management Americas Inc | 5,999,271 | $5.59 億 | 0.22% | +85,231+1.4% | 加碼 |
| Morgan Stanley | 5,832,054 | $5.44 億 | 0.05% | +8,573+0.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 5,499,919 | $5.13 億 | 5.12% | +5,499,919 | 新進 |
| Amundi | 5,424,332 | $5.01 億 | 0.23% | +810,805+17.6% | 加碼 |
| Principal Financial Group Inc | 4,973,545 | $4.64 億 | 0.30% | −178,834−3.5% | 減碼 |
| Wells Fargo & Company | 4,852,791 | $4.53 億 | 0.13% | −71,788−1.5% | 減碼 |
| California Public Employees Retirement System | 3,948,333 | $3.68 億 | 0.28% | −66,961−1.7% | 減碼 |
| Canada Pension Plan Investment Board | 3,796,054 | $3.54 億 | 0.45% | +696,799+22.5% | 加碼 |
| HSBC Holdings PLC | 3,341,977 | $3.12 億 | 0.29% | −114,630−3.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,201,513 | $2.99 億 | 0.19% | +3,188,236+24,013.2% | 加碼 |
| Deutsche Bank AG | 3,086,216 | $2.88 億 | 0.15% | +238,241+8.4% | 加碼 |
| Credit Suisse AG | 3,083,520 | $2.88 億 | 0.28% | +165,643+5.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,968,279 | $2.77 億 | 0.20% | −38,960−1.3% | 減碼 |
| Alliancebernstein L.P. | 2,940,495 | $2.74 億 | 0.11% | −124,148−4.1% | 減碼 |
| Lord, Abbett & Co. LLC | 2,799,202 | $2.61 億 | 0.92% | −316,823−10.2% | 減碼 |
| Rhumbline Advisers | 2,535,022 | $2.36 億 | 0.25% | −21,740−0.9% | 減碼 |
| TD Asset Management Inc | 2,513,778 | $2.34 億 | 0.23% | −622,418−19.8% | 減碼 |
| Unisphere Establishment | 2,365,000 | $2.21 億 | 2.28% | +2,365,000 | 新進 |
| Schroder Investment Management Group | 2,344,721 | $2.19 億 | 0.28% | −1,163,128−33.2% | 減碼 |
| Ensign Peak Advisors, Inc | 2,260,058 | $2.11 億 | 0.42% | +671,543+42.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,226,750 | $2.08 億 | 0.16% | −23,917−1.1% | 減碼 |
| Cullen Capital Management LLC | 2,156,633 | $2.01 億 | 2.98% | −736,800−25.5% | 減碼 |
| First Trust Advisors LP | 2,151,008 | $2.01 億 | 0.22% | +152,337+7.6% | 加碼 |
| National Pension Service | 2,022,035 | $1.89 億 | 0.26% | +40,583+2.0% | 加碼 |
| California State Teachers Retirement System | 1,987,524 | $1.85 億 | 0.26% | +9,260+0.5% | 加碼 |
| Envestnet Asset Management Inc | 1,923,327 | $1.79 億 | 0.07% | +81,267+4.4% | 加碼 |
| Nordea Investment Management AB | 1,918,298 | $1.79 億 | 0.23% | −11,940−0.6% | 減碼 |
| CI Private Wealth, LLC | 1,865,481 | $1.74 億 | 0.32% | −163,296−8.0% | 減碼 |
| Focused Investors LLC | 1,800,350 | $1.68 億 | 5.43% | −10,500−0.6% | 減碼 |
| Fifth Third Bancorp | 1,775,077 | $1.66 億 | 0.70% | −71,226−3.9% | 減碼 |
| Primecap Management Co | 1,770,204 | $1.65 億 | 0.13% | −773,009−30.4% | 減碼 |
| Toronto Dominion Bank | 1,755,693 | $1.64 億 | 0.24% | +381,100+27.7% | 加碼 |
| New York State Common Retirement Fund | 1,706,610 | $1.59 億 | 0.22% | −382,760−18.3% | 減碼 |
| FIL Ltd | 1,653,416 | $1.54 億 | 0.16% | −26,000−1.5% | 減碼 |
| Raymond James & Associates | 1,617,971 | $1.51 億 | 0.11% | −66,440−3.9% | 減碼 |
| Jane Street Group, LLC | 1,559,142 | $1.45 億 | 0.18% | −985,122−38.7% | 減碼 |
| Prudential Financial Inc | 1,574,104 | $1.44 億 | 0.22% | +172,176+12.3% | 加碼 |
| Hamlin Capital Management, LLC | 1,399,892 | $1.31 億 | 4.11% | +72,801+5.5% | 加碼 |
| Stifel Financial Corp | 1,398,729 | $1.30 億 | 0.16% | +51,366+3.8% | 加碼 |
| Standard Life Aberdeen plc | 1,385,130 | $1.29 億 | 0.28% | +275,183+24.8% | 加碼 |
| LSV Asset Management | 1,368,453 | $1.28 億 | 0.28% | −57,046−4.0% | 減碼 |
| Fayez Sarofim & Co | 1,459,410 | $1.25 億 | 0.38% | +1,666+0.1% | 加碼 |
| Citigroup Inc | 1,340,684 | $1.25 億 | 0.17% | −737,228−35.5% | 減碼 |
| American Century Companies Inc | 1,329,712 | $1.24 億 | 0.09% | −162,180−10.9% | 減碼 |
| Great West Life Assurance Co | 1,329,781 | $1.24 億 | 0.27% | +167,139+14.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,320,515 | $1.23 億 | 0.16% | −4,659,578−77.9% | 減碼 |
| New York State Teachers Retirement System | 1,311,465 | $1.22 億 | 0.27% | −56,497−4.1% | 減碼 |
| Neuberger Berman Group LLC | 1,302,908 | $1.21 億 | 0.11% | −285,812−18.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,277,241 | $1.19 億 | 0.25% | −6180.0% | 減碼 |
| Evercore Wealth Management, LLC | 1,274,605 | $1.19 億 | 1.99% | +48,812+4.0% | 加碼 |
| Susquehanna International Group, LLP | 1,264,540 | $1.18 億 | 0.20% | −40,253−3.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,227,734 | $1.14 億 | 0.24% | −40,900−3.2% | 減碼 |
| Federated Hermes, Inc. | 1,215,753 | $1.13 億 | 0.28% | +846,266+229.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,210,922 | $1.11 億 | 0.20% | +69,790+6.1% | 加碼 |
| LPL Financial LLC | 1,164,327 | $1.09 億 | 0.07% | +254,847+28.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,160,608 | $1.08 億 | 0.20% | +130,239+12.6% | 加碼 |
| Natixis Advisors, L.P. | 1,104,272 | $1.03 億 | 0.27% | −15,235−1.4% | 減碼 |
| Korea Investment CORP | 1,082,694 | $1.01 億 | 0.27% | −16,532−1.5% | 減碼 |
| Artisan Partners Limited Partnership | 1,059,376 | $9,879 萬 | 0.16% | +23,991+2.3% | 加碼 |
| Retirement Systems of Alabama | 1,051,033 | $9,801 萬 | 0.42% | +87,047+9.0% | 加碼 |
| Douglas Lane & Associates, LLC | 1,040,415 | $9,702 萬 | 1.49% | −8,220−0.8% | 減碼 |
| Truist Financial Corp | 1,029,623 | $9,601 萬 | 0.15% | −66,066−6.0% | 減碼 |
| Macquarie Group Ltd | 1,021,153 | $9,522 萬 | 0.11% | −699,846−40.7% | 減碼 |
| Commerce Bank | 998,932 | $9,315 萬 | 0.66% | −5,790−0.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 972,913 | $9,072 萬 | 0.10% | −935,527−49.0% | 減碼 |
| Russell Investments Group, Ltd. | 927,440 | $8,652 萬 | 0.15% | −278,049−23.1% | 減碼 |
| Aristotle Capital Management, LLC | 927,000 | $8,644 萬 | 0.17% | +107,000+13.0% | 加碼 |