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 2,746 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 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 104,035 | $962.1 萬 | 0.08% | +8,046+8.4% | 加碼 |
| Point72 Europe (London) LLP | 103,360 | $963.8 萬 | 1.21% | +103,360 | 新進 |
| Greystone Financial Group, LLC | 103,408 | $964.3 萬 | 2.23% | +23,111+28.8% | 加碼 |
| AQR Capital Management LLC | 103,813 | $968.1 萬 | 0.02% | −1,414−1.3% | 減碼 |
| BOCHK Asset Management Ltd | 106,400 | $992.2 萬 | 6.10% | +106,400 | 新進 |
| Capital Analysts, LLC | 107,515 | $1,003 萬 | 0.50% | +2,408+2.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 108,498 | $1,012 萬 | 0.27% | +3,662+3.5% | 加碼 |
| Groupama Asset Managment | 108,839 | $1,014 萬 | 0.26% | +108,839 | 新進 |
| Nixon Peabody Trust Co | 109,863 | $1,024 萬 | 1.15% | +109,863 | 新進 |
| La Banque Postale Asset Management SA | 110,067 | $1,026 萬 | 0.23% | −49,315−30.9% | 減碼 |
| AlTi Global, Inc. | 110,264 | $1,028 萬 | 0.31% | +110,264 | 新進 |
| Winslow Capital Management, LLC | 110,315 | $1,029 萬 | 0.04% | −30,429−21.6% | 減碼 |
| Wesbanco Bank Inc | 110,323 | $1,029 萬 | 0.58% | −39,529−26.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 110,825 | $1,033 萬 | 0.04% | +1,291+1.2% | 加碼 |
| Cullinan Associates Inc | 111,719 | $1,042 萬 | 0.58% | −65,498−37.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 111,904 | $1,044 萬 | 0.27% | +19,944+21.7% | 加碼 |
| DuPont Capital Management Corp | 112,672 | $1,051 萬 | 0.92% | −2,930−2.5% | 減碼 |
| Socorro Asset Management LP | 112,913 | $1,053 萬 | 4.65% | +11,277+11.1% | 加碼 |
| Capital International Inc | 113,138 | $1,055 萬 | 0.16% | +19,748+21.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 113,336 | $1,057 萬 | 0.19% | −4,207−3.6% | 減碼 |
| GWM Advisors LLC | 117,514 | $1,072 萬 | 0.10% | −322,915−73.3% | 減碼 |
| Achmea Investment Management B.V. | 115,285 | $1,075 萬 | 0.22% | −59,265−34.0% | 減碼 |
| Polar Capital Holdings Plc | 119,189 | $1,111 萬 | 0.08% | −8,188−6.4% | 減碼 |
| CWM, LLC | 120,616 | $1,125 萬 | 0.06% | +7,997+7.1% | 加碼 |
| Grassi Investment Management | 121,225 | $1,130 萬 | 1.19% | +200+0.2% | 加碼 |
| Fred Alger Management, LLC | 122,783 | $1,145 萬 | 0.06% | +8,809+7.7% | 加碼 |
| Daiwa Securities Group Inc. | 118,141 | $1,156 萬 | 0.07% | +6,277+5.6% | 加碼 |
| Zenyatta Capital Management LP | 125,000 | $1,166 萬 | 4.52% | +60,000+92.3% | 加碼 |
| Easterly Investment Partners LLC | 126,976 | $1,184 萬 | 1.27% | +3,185+2.6% | 加碼 |
| Wade G W & Inc | 127,524 | $1,189 萬 | 0.39% | −9,697−7.1% | 減碼 |
| Eagle Capital Management LLC | 128,817 | $1,201 萬 | 0.05% | −63,142−32.9% | 減碼 |
| Viking Fund Management LLC | 130,150 | $1,214 萬 | 2.36% | +30,150+30.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,944 | $1,221 萬 | 0.16% | +120.0% | 加碼 |
| Meitav Dash Investments Ltd | 131,073 | $1,222 萬 | 0.18% | −154,471−54.1% | 減碼 |
| Crestwood Advisors Group LLC | 131,958 | $1,231 萬 | 0.29% | −6,988−5.0% | 減碼 |
| NewEdge Wealth, LLC | 132,760 | $1,238 萬 | 0.32% | −25,916−16.3% | 減碼 |
| Nomura Holdings Inc | 133,860 | $1,248 萬 | 0.11% | +22,824+20.6% | 加碼 |
| Calamos Wealth Management LLC | 136,655 | $1,274 萬 | 0.80% | +126,255+1,214.0% | 加碼 |
| CBOE Vest Financial, LLC | 137,935 | $1,286 萬 | 0.48% | +33,918+32.6% | 加碼 |
| Shelton Capital Management | 139,397 | $1,300 萬 | 0.41% | +56,201+67.6% | 加碼 |
| Copeland Capital Management, LLC | 141,136 | $1,316 萬 | 0.26% | −3,044−2.1% | 減碼 |
| Telos Capital Management, Inc. | 141,153 | $1,316 萬 | 1.60% | +4,447+3.3% | 加碼 |
| Worldquant Millennium Advisors LLC | 142,182 | $1,326 萬 | 0.19% | +10,158+7.7% | 加碼 |
| British Columbia Investment Management Corp | 143,050 | $1,334 萬 | 0.11% | +29,156+25.6% | 加碼 |
| Nissay Asset Management Corp | 144,504 | $1,347 萬 | 0.11% | +3,838+2.7% | 加碼 |
| Argent Trust Co | 145,577 | $1,358 萬 | 0.68% | +6,061+4.3% | 加碼 |
| Brown Advisory Inc | 145,832 | $1,360 萬 | 0.02% | −856−0.6% | 減碼 |
| Bessemer Group Inc | 146,132 | $1,363 萬 | 0.03% | −2,027−1.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 146,871 | $1,370 萬 | 0.02% | −34,547−19.0% | 減碼 |
| Oppenheimer & Co Inc | 148,443 | $1,384 萬 | 0.25% | +6,379+4.5% | 加碼 |
| Scotia Capital Inc. | 148,664 | $1,386 萬 | 0.09% | +1,362+0.9% | 加碼 |
| Balyasny Asset Management LLC | 151,084 | $1,409 萬 | 0.04% | +58,378+63.0% | 加碼 |
| Eisler Capital (UK) Ltd. | 152,124 | $1,419 萬 | 1.29% | −378,664−71.3% | 減碼 |
| Creative Planning | 152,500 | $1,422 萬 | 0.03% | −17,514−10.3% | 減碼 |
| Peapack Gladstone Financial Corp | 152,881 | $1,426 萬 | 0.24% | +3,463+2.3% | 加碼 |
| FineMark National Bank & Trust | 152,882 | $1,426 萬 | 0.58% | +16,585+12.2% | 加碼 |
| State of Alaska, Department of Revenue | 153,862 | $1,435 萬 | 0.17% | −32,505−17.4% | 減碼 |
| Pittenger & Anderson Inc | 156,290 | $1,457 萬 | 0.65% | +266+0.2% | 加碼 |
| Cerity Partners LLC | 156,511 | $1,459 萬 | 0.05% | −53,915−25.6% | 減碼 |
| Appleton Partners Inc | 157,580 | $1,469 萬 | 1.18% | +5,785+3.8% | 加碼 |
| Tiaa Trust, National Association | 161,224 | $1,503 萬 | 0.05% | −47,878−22.9% | 減碼 |
| Grand Jean Capital Management Inc | 161,394 | $1,505 萬 | 4.50% | −36,461−18.4% | 減碼 |
| Glenmede Trust Co NA | 161,563 | $1,507 萬 | 0.08% | +1,587+1.0% | 加碼 |
| Blair William & Co | 162,004 | $1,511 萬 | 0.05% | −12,508−7.2% | 減碼 |
| Bridgecreek Investment Management, LLC | 162,380 | $1,514 萬 | 2.93% | −8,825−5.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162,839 | $1,519 萬 | 0.04% | +3,913+2.5% | 加碼 |
| Xponance, Inc. | 163,531 | $1,525 萬 | 0.18% | +10,648+7.0% | 加碼 |
| Mercer Global Advisors Inc | 164,920 | $1,538 萬 | 0.05% | +2,790+1.7% | 加碼 |
| Captrust Financial Advisors | 167,878 | $1,565 萬 | 0.05% | +601+0.4% | 加碼 |
| Edgar Lomax Co | 169,675 | $1,582 萬 | 1.03% | −6,925−3.9% | 減碼 |
| TCG Advisory Services, LLC | 170,118 | $1,586 萬 | 1.10% | +131,071+335.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 170,286 | $1,588 萬 | 0.20% | +103,994+156.9% | 加碼 |
| Nexus Investment Management ULC | 171,341 | $1,598 萬 | 1.67% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 174,177 | $1,626 萬 | 0.09% | +174,177 | 新進 |
| O'Shaughnessy Asset Management, LLC | 174,665 | $1,629 萬 | 0.22% | −16,315−8.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 175,115 | $1,633 萬 | 0.62% | −560−0.3% | 減碼 |
| MAI Capital Management | 177,417 | $1,654 萬 | 0.22% | −19,815−10.0% | 減碼 |
| Marshall Wace, LLP | 177,546 | $1,656 萬 | 0.03% | +177,546 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 177,673 | $1,657 萬 | 0.07% | +7,796+4.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 179,095 | $1,670 萬 | 0.35% | +28,156+18.7% | 加碼 |
| Squarepoint Ops LLC | 181,103 | $1,689 萬 | 0.07% | +34,347+23.4% | 加碼 |
| Abner Herrman & Brock LLC | 181,104 | $1,689 萬 | 2.37% | −14,631−7.5% | 減碼 |
| Bridger Management, LLC | 181,914 | $1,696 萬 | 6.50% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 183,433 | $1,711 萬 | 0.21% | −10,200−5.3% | 減碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,725 萬 | 1.48% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 185,777 | $1,732 萬 | 0.08% | −5,564−2.9% | 減碼 |
| Yousif Capital Management, LLC | 185,985 | $1,734 萬 | 0.20% | −8,290−4.3% | 減碼 |
| Cinctive Capital Management LP | 188,371 | $1,757 萬 | 1.23% | +162,718+634.3% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,758 萬 | 0.24% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 188,746 | $1,760 萬 | 0.20% | −15,321−7.5% | 減碼 |
| Guggenheim Capital LLC | 194,235 | $1,811 萬 | 0.14% | +5,617+3.0% | 加碼 |
| Boston Common Asset Management, LLC | 194,931 | $1,818 萬 | 0.41% | −12,098−5.8% | 減碼 |
| Public Sector Pension Investment Board | 197,295 | $1,840 萬 | 0.14% | −95,185−32.5% | 減碼 |
| New York Life Investment Management LLC | 197,708 | $1,844 萬 | 0.19% | −27,593−12.2% | 減碼 |
| CIBC Asset Management Inc | 198,668 | $1,853 萬 | 0.07% | −16,140−7.5% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 200,683 | $1,871 萬 | 3.71% | −3,810−1.9% | 減碼 |
| LVM Capital Management Ltd | 201,650 | $1,880 萬 | 2.41% | −550.0% | 減碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,886 萬 | 0.08% | 00.0% | 不變 |
| Camden Capital, LLC | 203,178 | $1,895 萬 | 1.94% | +782+0.4% | 加碼 |
| USS Investment Management Ltd | 206,180 | $1,923 萬 | 0.17% | −16,631−7.5% | 減碼 |