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。
2024 年第 4 季 13F 持有人
Morgan Stanley 在 2024/12/31 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
- 2,118
- 較 2024 年第 3 季 +276 家
- 持有股數
- 13.6 億
- 較 2024 年第 3 季 +1,069 萬 (+0.8%)
- 總市值
- $1,709 億
- 較 2024 年第 3 季 +$301.1 億 (+21.4%)
- 新進機構
- 358
- 另有 704 家加碼
- 清倉機構
- 82
- 另有 792 家減碼
另有 33 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 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 | $474.1 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 111,280,579 | $139.9 億 | 0.55% | +1,001,230+0.9% | 加碼 |
| Vanguard Group Inc | 110,132,798 | $138.5 億 | 0.24% | +696,646+0.6% | 加碼 |
| BlackRock, Inc. | 95,086,325 | $119.5 億 | 0.24% | +6,304,254+7.1% | 加碼 |
| JPMorgan Chase & Co | 41,029,456 | $51.6 億 | 0.41% | +35,555+0.1% | 加碼 |
| Capital International Investors | 29,984,620 | $37.7 億 | 0.71% | −33,011−0.1% | 減碼 |
| Geode Capital Management, LLC | 25,844,753 | $32.4 億 | 0.25% | +604,024+2.4% | 加碼 |
| FMR LLC | 25,561,560 | $32.1 億 | 0.19% | +2,725,335+11.9% | 加碼 |
| Fisher Asset Management, LLC | 22,833,937 | $28.7 億 | 1.14% | +428,956+1.9% | 加碼 |
| Capital Research Global Investors | 21,794,873 | $27.4 億 | 0.56% | +6,744,333+44.8% | 加碼 |
| Wellington Management Group LLP | 20,895,984 | $26.3 億 | 0.48% | −10,275,782−33.0% | 減碼 |
| Bank of America Corp | 18,810,288 | $23.6 億 | 0.22% | −2,017,707−9.7% | 減碼 |
| Massachusetts Financial Services Co | 16,879,506 | $21.2 億 | 0.67% | −2,289,863−11.9% | 減碼 |
| Norges Bank | 15,194,081 | $19.1 億 | 0.25% | +252,935+1.7% | 加碼 |
| Price T Rowe Associates Inc | 14,112,508 | $17.7 億 | 0.20% | +1,890,245+15.5% | 加碼 |
| Goldman Sachs Group Inc | 13,967,394 | $17.6 億 | 0.34% | −998,176−6.7% | 減碼 |
| Northern Trust Corp | 13,403,197 | $16.9 億 | 0.24% | +2,233,589+20.0% | 加碼 |
| Ameriprise Financial Inc | 12,844,090 | $16.2 億 | 0.41% | −267,728−2.0% | 減碼 |
| Charles Schwab Investment Management Inc | 11,019,694 | $13.9 億 | 0.26% | +47,699+0.4% | 加碼 |
| UBS Group AG | 10,967,351 | $13.8 億 | 0.31% | +535,973+5.1% | 加碼 |
| UBS Asset Management Americas Inc | 9,210,293 | $11.6 億 | 0.27% | +756,116+8.9% | 加碼 |
| Invesco Ltd. | 8,893,909 | $11.2 億 | 0.21% | −1,462,965−14.1% | 減碼 |
| Royal Bank of Canada | 8,684,616 | $10.9 億 | 0.24% | +1,136,769+15.1% | 加碼 |
| Legal & General Group Plc | 8,040,164 | $10.1 億 | 0.27% | −209,212−2.5% | 減碼 |
| Dimensional Fund Advisors LP | 7,984,403 | $10.0 億 | 0.24% | −117,662−1.5% | 減碼 |
| Bank of New York Mellon Corp | 7,736,851 | $9.73 億 | 0.18% | −3,282,221−29.8% | 減碼 |
| Franklin Resources Inc | 7,718,509 | $9.70 億 | 0.27% | −132,339−1.7% | 減碼 |
| Schroder Investment Management Group | 7,282,156 | $9.16 億 | 0.88% | +2,453,470+50.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 7,164,838 | $9.01 億 | 0.78% | −1,694,302−19.1% | 減碼 |
| Morgan Stanley | 6,080,379 | $7.64 億 | 0.05% | −30,974−0.5% | 減碼 |
| Alphinity Investment Management Pty Ltd | 5,969,490 | $7.50 億 | 4.08% | −1,7750.0% | 減碼 |
| Bank of Montreal | 5,717,093 | $7.19 億 | 0.36% | −543,945−8.7% | 減碼 |
| Capital World Investors | 5,655,399 | $7.11 億 | 0.11% | +26,955+0.5% | 加碼 |
| Nuveen Asset Management, LLC | 5,478,758 | $6.89 億 | 0.19% | −323,063−5.6% | 減碼 |
| Janus Henderson Group PLC | 5,474,243 | $6.88 億 | 0.35% | −840,065−13.3% | 減碼 |
| Deutsche Bank AG | 4,870,259 | $6.12 億 | 0.24% | +3,118+0.1% | 加碼 |
| Wells Fargo & Company | 4,380,763 | $5.51 億 | 0.13% | +35,231+0.8% | 加碼 |
| Amundi | 4,274,351 | $5.45 億 | 0.19% | −537,238−11.2% | 減碼 |
| Voya Investment Management LLC | 4,250,392 | $5.34 億 | 0.56% | +195,753+4.8% | 加碼 |
| Principal Financial Group Inc | 4,237,185 | $5.33 億 | 0.29% | −474,620−10.1% | 減碼 |
| Boston Partners | 3,960,978 | $5.00 億 | 0.61% | −2,218,533−35.9% | 減碼 |
| Millennium Management LLC | 3,687,640 | $4.64 億 | 0.40% | +1,168,600+46.4% | 加碼 |
| HSBC Holdings PLC | 3,460,508 | $4.35 億 | 0.27% | +79,359+2.3% | 加碼 |
| Citadel Advisors LLC | 3,363,852 | $4.23 億 | 0.39% | +3,209,680+2,081.9% | 加碼 |
| Alliancebernstein L.P. | 2,889,322 | $3.63 億 | 0.12% | +47,221+1.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,805,076 | $3.53 億 | 0.24% | +72,285+2.6% | 加碼 |
| Raymond James Financial Inc | 2,578,094 | $3.24 億 | 0.12% | +2,578,094 | 新進 |
| Barclays PLC | 2,517,811 | $3.17 億 | 0.16% | −3,560,342−58.6% | 減碼 |
| Envestnet Asset Management Inc | 2,480,672 | $3.12 億 | 0.10% | −46,252−1.8% | 減碼 |
| Ensign Peak Advisors, Inc | 2,439,366 | $3.07 億 | 0.55% | +257,901+11.8% | 加碼 |
| California Public Employees Retirement System | 2,372,562 | $2.98 億 | 0.20% | −122,648−4.9% | 減碼 |
| Rhumbline Advisers | 2,370,856 | $2.98 億 | 0.27% | −55,426−2.3% | 減碼 |
| American Century Companies Inc | 2,331,960 | $2.93 億 | 0.17% | +1,230,623+111.7% | 加碼 |
| National Pension Service | 2,313,928 | $2.91 億 | 0.28% | −57,121−2.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,248,451 | $2.83 億 | 0.19% | +2,618+0.1% | 加碼 |
| Fayez Sarofim & Co | 2,238,714 | $2.81 億 | 0.68% | +325,579+17.0% | 加碼 |
| FIL Ltd | 2,238,416 | $2.81 億 | 0.26% | +892,929+66.4% | 加碼 |
| Neuberger Berman Group LLC | 2,162,140 | $2.72 億 | 0.22% | +78,609+3.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,093,292 | $2.63 億 | 0.20% | −224,507−9.7% | 減碼 |
| Lord, Abbett & Co. LLC | 2,067,755 | $2.60 億 | 0.82% | +120,503+6.2% | 加碼 |
| Citigroup Inc | 1,982,997 | $2.49 億 | 0.24% | +219,363+12.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,925,304 | $2.42 億 | 0.23% | +159,065+9.0% | 加碼 |
| LPL Financial LLC | 1,879,615 | $2.36 億 | 0.10% | +223,536+13.5% | 加碼 |
| California State Teachers Retirement System | 1,877,092 | $2.36 億 | 0.28% | −93,621−4.8% | 減碼 |
| Cullen Capital Management LLC | 1,830,069 | $2.30 億 | 2.68% | −631,848−25.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,780,745 | $2.24 億 | 0.89% | +486,165+37.6% | 加碼 |
| New York State Common Retirement Fund | 1,628,303 | $2.05 億 | 0.27% | +129,800+8.7% | 加碼 |
| Stifel Financial Corp | 1,602,131 | $2.01 億 | 0.21% | −5,792−0.4% | 減碼 |
| Canada Pension Plan Investment Board | 1,591,896 | $2.00 億 | 0.19% | −675,290−29.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,588,119 | $2.00 億 | 0.22% | +905,849+132.8% | 加碼 |
| Federated Hermes, Inc. | 1,569,948 | $1.97 億 | 0.43% | −876,318−35.8% | 減碼 |
| Axiom Investors LLC | 1,556,964 | $1.96 億 | 1.44% | +1,556,964 | 新進 |
| Menora Mivtachim Holdings Ltd. | 1,532,977 | $1.93 億 | 1.21% | +1,532,977 | 新進 |
| Bessemer Group Inc | 1,532,498 | $1.93 億 | 0.31% | +385,820+33.6% | 加碼 |
| Standard Life Aberdeen plc | 1,532,571 | $1.93 億 | 0.36% | −96,381−5.9% | 減碼 |
| Fifth Third Bancorp | 1,506,337 | $1.89 億 | 0.69% | −8,157−0.5% | 減碼 |
| Hamlin Capital Management, LLC | 1,490,670 | $1.87 億 | 4.64% | −13,303−0.9% | 減碼 |
| Prudential Financial Inc | 1,490,558 | $1.87 億 | 0.26% | +65,456+4.6% | 加碼 |
| Macquarie Group Ltd | 1,462,717 | $1.78 億 | 0.22% | −433,840−22.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,405,016 | $1.77 億 | 0.14% | −117,809−7.7% | 減碼 |
| HighTower Advisors, LLC | 1,412,678 | $1.74 億 | 0.24% | +42,106+3.1% | 加碼 |
| Focused Investors LLC | 1,311,800 | $1.65 億 | 5.21% | −306,400−18.9% | 減碼 |
| Marshall Wace, LLP | 1,300,023 | $1.63 億 | 0.21% | +221,940+20.6% | 加碼 |
| CI Private Wealth, LLC | 1,281,002 | $1.61 億 | 0.27% | −623,822−32.7% | 減碼 |
| Evercore Wealth Management, LLC | 1,274,422 | $1.60 億 | 2.40% | −8,364−0.7% | 減碼 |
| Qube Research & Technologies Ltd | 1,237,134 | $1.56 億 | 0.25% | +630,899+104.1% | 加碼 |
| Great West Life Assurance Co | 1,219,603 | $1.53 億 | 0.26% | −342,428−21.9% | 減碼 |
| Natixis Advisors, L.P. | 1,187,784 | $1.49 億 | 0.28% | +34,847+3.0% | 加碼 |
| Primecap Management Co | 1,179,595 | $1.48 億 | 0.11% | −271,312−18.7% | 減碼 |
| New York State Teachers Retirement System | 1,174,211 | $1.48 億 | 0.31% | +26,587+2.3% | 加碼 |
| Commerce Bank | 1,148,566 | $1.44 億 | 0.89% | +19,673+1.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,148,084 | $1.44 億 | 0.25% | −26,150−2.2% | 減碼 |
| Squarepoint Ops LLC | 1,126,171 | $1.42 億 | 0.36% | +176,376+18.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,120,989 | $1.41 億 | 0.27% | −10,861−1.0% | 減碼 |
| Danske Bank A/S | 1,075,133 | $1.35 億 | 0.40% | +550,761+105.0% | 加碼 |
| Unisphere Establishment | 1,050,000 | $1.32 億 | 1.15% | −900,000−46.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,028,803 | $1.29 億 | 0.26% | +1,028,803 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 974,647 | $1.23 億 | 0.23% | +1,584+0.2% | 加碼 |
| Douglas Lane & Associates, LLC | 968,815 | $1.22 億 | 1.72% | −31,327−3.1% | 減碼 |
| Korea Investment CORP | 957,428 | $1.20 億 | 0.29% | −262,031−21.5% | 減碼 |