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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 161,224 | $1,503 萬 | 0.05% | −47,878−22.9% | 減碼 |
| Appleton Partners Inc | 157,580 | $1,469 萬 | 1.18% | +5,785+3.8% | 加碼 |
| Cerity Partners LLC | 156,511 | $1,459 萬 | 0.05% | −53,915−25.6% | 減碼 |
| Pittenger & Anderson Inc | 156,290 | $1,457 萬 | 0.65% | +266+0.2% | 加碼 |
| State of Alaska, Department of Revenue | 153,862 | $1,435 萬 | 0.17% | −32,505−17.4% | 減碼 |
| FineMark National Bank & Trust | 152,882 | $1,426 萬 | 0.58% | +16,585+12.2% | 加碼 |
| Peapack Gladstone Financial Corp | 152,881 | $1,426 萬 | 0.24% | +3,463+2.3% | 加碼 |
| Creative Planning | 152,500 | $1,422 萬 | 0.03% | −17,514−10.3% | 減碼 |
| Eisler Capital (UK) Ltd. | 152,124 | $1,419 萬 | 1.29% | −378,664−71.3% | 減碼 |
| Balyasny Asset Management LLC | 151,084 | $1,409 萬 | 0.04% | +58,378+63.0% | 加碼 |
| Scotia Capital Inc. | 148,664 | $1,386 萬 | 0.09% | +1,362+0.9% | 加碼 |
| Oppenheimer & Co Inc | 148,443 | $1,384 萬 | 0.25% | +6,379+4.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 146,871 | $1,370 萬 | 0.02% | −34,547−19.0% | 減碼 |
| Bessemer Group Inc | 146,132 | $1,363 萬 | 0.03% | −2,027−1.4% | 減碼 |
| Brown Advisory Inc | 145,832 | $1,360 萬 | 0.02% | −856−0.6% | 減碼 |
| Argent Trust Co | 145,577 | $1,358 萬 | 0.68% | +6,061+4.3% | 加碼 |
| Nissay Asset Management Corp | 144,504 | $1,347 萬 | 0.11% | +3,838+2.7% | 加碼 |
| British Columbia Investment Management Corp | 143,050 | $1,334 萬 | 0.11% | +29,156+25.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 142,182 | $1,326 萬 | 0.19% | +10,158+7.7% | 加碼 |
| Telos Capital Management, Inc. | 141,153 | $1,316 萬 | 1.60% | +4,447+3.3% | 加碼 |
| Copeland Capital Management, LLC | 141,136 | $1,316 萬 | 0.26% | −3,044−2.1% | 減碼 |
| Shelton Capital Management | 139,397 | $1,300 萬 | 0.41% | +56,201+67.6% | 加碼 |
| CBOE Vest Financial, LLC | 137,935 | $1,286 萬 | 0.48% | +33,918+32.6% | 加碼 |
| Calamos Wealth Management LLC | 136,655 | $1,274 萬 | 0.80% | +126,255+1,214.0% | 加碼 |
| Nomura Holdings Inc | 133,860 | $1,248 萬 | 0.11% | +22,824+20.6% | 加碼 |
| NewEdge Wealth, LLC | 132,760 | $1,238 萬 | 0.32% | −25,916−16.3% | 減碼 |
| Crestwood Advisors Group LLC | 131,958 | $1,231 萬 | 0.29% | −6,988−5.0% | 減碼 |
| Meitav Dash Investments Ltd | 131,073 | $1,222 萬 | 0.18% | −154,471−54.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,944 | $1,221 萬 | 0.16% | +120.0% | 加碼 |
| Viking Fund Management LLC | 130,150 | $1,214 萬 | 2.36% | +30,150+30.2% | 加碼 |
| Eagle Capital Management LLC | 128,817 | $1,201 萬 | 0.05% | −63,142−32.9% | 減碼 |
| Wade G W & Inc | 127,524 | $1,189 萬 | 0.39% | −9,697−7.1% | 減碼 |
| Easterly Investment Partners LLC | 126,976 | $1,184 萬 | 1.27% | +3,185+2.6% | 加碼 |
| Zenyatta Capital Management LP | 125,000 | $1,166 萬 | 4.52% | +60,000+92.3% | 加碼 |
| Daiwa Securities Group Inc. | 118,141 | $1,156 萬 | 0.07% | +6,277+5.6% | 加碼 |
| Fred Alger Management, LLC | 122,783 | $1,145 萬 | 0.06% | +8,809+7.7% | 加碼 |
| Grassi Investment Management | 121,225 | $1,130 萬 | 1.19% | +200+0.2% | 加碼 |
| CWM, LLC | 120,616 | $1,125 萬 | 0.06% | +7,997+7.1% | 加碼 |
| Polar Capital Holdings Plc | 119,189 | $1,111 萬 | 0.08% | −8,188−6.4% | 減碼 |
| Achmea Investment Management B.V. | 115,285 | $1,075 萬 | 0.22% | −59,265−34.0% | 減碼 |
| GWM Advisors LLC | 117,514 | $1,072 萬 | 0.10% | −322,915−73.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 113,336 | $1,057 萬 | 0.19% | −4,207−3.6% | 減碼 |
| Capital International Inc | 113,138 | $1,055 萬 | 0.16% | +19,748+21.1% | 加碼 |
| Socorro Asset Management LP | 112,913 | $1,053 萬 | 4.65% | +11,277+11.1% | 加碼 |
| DuPont Capital Management Corp | 112,672 | $1,051 萬 | 0.92% | −2,930−2.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 111,904 | $1,044 萬 | 0.27% | +19,944+21.7% | 加碼 |
| Cullinan Associates Inc | 111,719 | $1,042 萬 | 0.58% | −65,498−37.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 110,825 | $1,033 萬 | 0.04% | +1,291+1.2% | 加碼 |
| Wesbanco Bank Inc | 110,323 | $1,029 萬 | 0.58% | −39,529−26.4% | 減碼 |
| Winslow Capital Management, LLC | 110,315 | $1,029 萬 | 0.04% | −30,429−21.6% | 減碼 |
| AlTi Global, Inc. | 110,264 | $1,028 萬 | 0.31% | +110,264 | 新進 |
| La Banque Postale Asset Management SA | 110,067 | $1,026 萬 | 0.23% | −49,315−30.9% | 減碼 |
| Nixon Peabody Trust Co | 109,863 | $1,024 萬 | 1.15% | +109,863 | 新進 |
| Groupama Asset Managment | 108,839 | $1,014 萬 | 0.26% | +108,839 | 新進 |
| Elo Mutual Pension Insurance Co | 108,498 | $1,012 萬 | 0.27% | +3,662+3.5% | 加碼 |
| Capital Analysts, LLC | 107,515 | $1,003 萬 | 0.50% | +2,408+2.3% | 加碼 |
| BOCHK Asset Management Ltd | 106,400 | $992.2 萬 | 6.10% | +106,400 | 新進 |
| AQR Capital Management LLC | 103,813 | $968.1 萬 | 0.02% | −1,414−1.3% | 減碼 |
| Greystone Financial Group, LLC | 103,408 | $964.3 萬 | 2.23% | +23,111+28.8% | 加碼 |
| Point72 Europe (London) LLP | 103,360 | $963.8 萬 | 1.21% | +103,360 | 新進 |
| Cetera Investment Advisers | 104,035 | $962.1 萬 | 0.08% | +8,046+8.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 102,927 | $959.7 萬 | 0.27% | −11,982−10.4% | 減碼 |
| Ninety One SA (PTY) Ltd | 102,023 | $951.4 萬 | 1.45% | +102,023 | 新進 |
| New Republic Capital, LLC | 101,873 | $950.0 萬 | 6.76% | +250.0% | 加碼 |
| Kentucky Retirement Systems | 101,118 | $942.9 萬 | 0.29% | +3,639+3.7% | 加碼 |
| Ieq Capital, LLC | 101,017 | $942.0 萬 | 0.16% | +1,927+1.9% | 加碼 |
| Core Alternative Capital | 99,283 | $925.8 萬 | 1.59% | −48,070−32.6% | 減碼 |
| Ci Investments Inc. | 99,080 | $923.9 萬 | 0.05% | +9,340+10.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 98,598 | $919.4 萬 | 0.16% | −74−0.1% | 減碼 |
| Ziegler Capital Management, LLC | 97,708 | $911.4 萬 | 0.41% | −5,476−5.3% | 減碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $908.0 萬 | 2.90% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 95,800 | $893.3 萬 | 0.39% | −15,000−13.5% | 減碼 |
| Qube Research & Technologies Ltd | 95,013 | $886.0 萬 | 0.02% | −1,112,261−92.1% | 減碼 |
| Liontrust Investment Partners LLP | 95,000 | $885.9 萬 | 0.13% | −11,000−10.4% | 減碼 |
| Stephens Inc | 94,751 | $883.6 萬 | 0.15% | +39,367+71.1% | 加碼 |
| Wealthfront Advisers LLC | 94,604 | $882.2 萬 | 0.03% | −35,287−27.2% | 減碼 |
| Brinker Capital Investments, LLC | 93,505 | $874.4 萬 | 0.10% | −5,203−5.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 93,505 | $874.4 萬 | 0.10% | −5,203−5.3% | 減碼 |
| Maryland State Retirement & Pension System | 93,601 | $872.8 萬 | 0.18% | +996+1.1% | 加碼 |
| Banco Santander, S.A. | 93,527 | $872.1 萬 | 0.10% | −3,467−3.6% | 減碼 |
| Cetera Advisor Networks LLC | 96,352 | $859.5 萬 | 0.05% | +8,814+10.1% | 加碼 |
| American Assets Investment Management, LLC | 92,000 | $857.9 萬 | 0.88% | 00.0% | 不變 |
| Ethic Inc. | 91,629 | $854.4 萬 | 0.25% | −25,973−22.1% | 減碼 |
| Howe & Rusling Inc | 91,205 | $850.5 萬 | 0.90% | +17,413+23.6% | 加碼 |
| Steel Peak Wealth Management LLC | 88,973 | $829.7 萬 | 0.49% | +72,541+441.5% | 加碼 |
| Private Advisor Group, LLC | 88,299 | $823.4 萬 | 0.06% | +8,066+10.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 87,575 | $816.6 萬 | 0.63% | −13,915−13.7% | 減碼 |
| Aptus Capital Advisors, LLC | 87,091 | $812.1 萬 | 0.24% | −665−0.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 86,672 | $808.2 萬 | 0.13% | +30,500+54.3% | 加碼 |
| Banque Pictet & Cie SA | 86,453 | $806.2 萬 | 0.09% | +12,870+17.5% | 加碼 |
| Advisors Asset Management, Inc. | 86,372 | $805.4 萬 | 0.16% | −13,769−13.7% | 減碼 |
| Atria Investments LLC | 85,948 | $801.5 萬 | 0.12% | +5,313+6.6% | 加碼 |
| Hartford Investment Management Co | 85,227 | $794.7 萬 | 0.30% | −2,101−2.4% | 減碼 |
| Prudential PLC | 84,633 | $789.2 萬 | 0.08% | +181+0.2% | 加碼 |
| Kestra Advisory Services, LLC | 83,759 | $781.1 萬 | 0.06% | +1,523+1.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 83,351 | $777.2 萬 | 0.10% | −8,645−9.4% | 減碼 |
| Pacer Advisors, Inc. | 83,163 | $775.5 萬 | 0.02% | +2,297+2.8% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 83,095 | $774.9 萬 | 0.03% | +80,095+2,669.8% | 加碼 |
| Abn Amro Investment Solutions | 82,694 | $771.1 萬 | 0.14% | −9,049−9.9% | 減碼 |
| Kinneret Advisory, LLC | 82,164 | $766.2 萬 | 0.85% | −523−0.6% | 減碼 |