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
- 2,117
- 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 791 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 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 148,683 | $1,881 萬 | 0.20% | −54,300−26.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 150,792 | $1,896 萬 | 0.20% | −10,895−6.7% | 減碼 |
| Wesbanco Bank Inc | 152,289 | $1,915 萬 | 0.65% | −8,169−5.1% | 減碼 |
| Appleton Partners Inc | 153,040 | $1,924 萬 | 1.42% | −4,692−3.0% | 減碼 |
| Prudential PLC | 155,937 | $1,960 萬 | 0.10% | −3,765−2.4% | 減碼 |
| Brown Advisory Inc | 156,277 | $1,965 萬 | 0.02% | +1,346+0.9% | 加碼 |
| Twin Tree Management, LP | 156,579 | $1,969 萬 | 0.48% | +55,170+54.4% | 加碼 |
| DJE Kapital AG | 157,593 | $1,972 萬 | 0.46% | +157,593 | 新進 |
| Generali Asset Management SPA SGR | 157,088 | $1,975 萬 | 0.50% | +157,088 | 新進 |
| Blair William & Co | 157,512 | $1,980 萬 | 0.06% | −1,852−1.2% | 減碼 |
| Captrust Financial Advisors | 158,299 | $1,990 萬 | 0.06% | +35,399+28.8% | 加碼 |
| Pittenger & Anderson Inc | 159,667 | $2,007 萬 | 0.73% | +1,679+1.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 160,768 | $2,021 萬 | 0.21% | +15,801+10.9% | 加碼 |
| Ethic Inc. | 162,269 | $2,040 萬 | 0.41% | +42,743+35.8% | 加碼 |
| Daiwa Securities Group Inc. | 164,459 | $2,068 萬 | 0.09% | −2,617−1.6% | 減碼 |
| Mercer Global Advisors Inc | 165,581 | $2,082 萬 | 0.05% | −16,222−8.9% | 減碼 |
| MAI Capital Management | 165,784 | $2,084 萬 | 0.16% | −2,170−1.3% | 減碼 |
| Madison Asset Management, LLC | 166,706 | $2,096 萬 | 0.24% | −54,485−24.6% | 減碼 |
| Madison Investment Advisors, LLC | 166,706 | $2,096 萬 | 0.24% | +166,706 | 新進 |
| Grand Jean Capital Management Inc | 168,582 | $2,119 萬 | 4.92% | −803−0.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 169,293 | $2,128 萬 | 0.21% | +169,293 | 新進 |
| Capital International Inc | 169,428 | $2,130 萬 | 0.25% | +33,746+24.9% | 加碼 |
| Peapack Gladstone Financial Corp | 170,657 | $2,146 萬 | 0.31% | −2,745−1.6% | 減碼 |
| Yousif Capital Management, LLC | 170,795 | $2,147 萬 | 0.24% | −5,352−3.0% | 減碼 |
| Pathstone Holdings, LLC | 170,995 | $2,151 萬 | 0.10% | +2,152+1.3% | 加碼 |
| Mutual of America Capital Management LLC | 171,202 | $2,152 萬 | 0.23% | −5,977−3.4% | 減碼 |
| Copeland Capital Management, LLC | 171,203 | $2,152 萬 | 0.40% | −26,883−13.6% | 減碼 |
| Advisor Group Holdings, Inc. | 199,911 | $2,185 萬 | 0.05% | +40,865+25.7% | 加碼 |
| TCG Advisory Services, LLC | 176,525 | $2,219 萬 | 0.93% | +3,311+1.9% | 加碼 |
| Colony Group, LLC | 177,219 | $2,228 萬 | 0.06% | +102,451+137.0% | 加碼 |
| Xponance, Inc. | 179,420 | $2,256 萬 | 0.21% | +2,463+1.4% | 加碼 |
| RMB Capital Management, LLC | 180,333 | $2,267 萬 | 0.52% | +7,289+4.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 181,202 | $2,278 萬 | 0.68% | −547−0.3% | 減碼 |
| Diamond Hill Capital Management Inc | 181,422 | $2,281 萬 | 0.10% | −20,830−10.3% | 減碼 |
| Payden & Rygel | 183,500 | $2,307 萬 | 1.99% | +52,000+39.5% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 183,590 | $2,308 萬 | 0.33% | −259,697−58.6% | 減碼 |
| Edge Capital Group, LLC | 183,748 | $2,310 萬 | 1.03% | −45,914−20.0% | 減碼 |
| New York Life Investment Management LLC | 183,990 | $2,313 萬 | 0.23% | −608−0.3% | 減碼 |
| Sanctuary Advisors, LLC | 165,374 | $2,314 萬 | 0.15% | −6,740−3.9% | 減碼 |
| Assetmark, Inc | 187,154 | $2,353 萬 | 0.06% | −61,129−24.6% | 減碼 |
| Umb Bank N A | 187,301 | $2,355 萬 | 0.37% | −8,456−4.3% | 減碼 |
| Bridger Management, LLC | 187,714 | $2,360 萬 | 12.68% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 188,215 | $2,366 萬 | 0.20% | −25,013−11.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 189,333 | $2,380 萬 | 0.24% | −21,700−10.3% | 減碼 |
| Aptus Capital Advisors, LLC | 190,347 | $2,393 萬 | 0.28% | +40,036+26.6% | 加碼 |
| Cetera Investment Advisers | 191,487 | $2,407 萬 | 0.05% | +19,195+11.1% | 加碼 |
| Harvest Portfolios Group Inc. | 191,723 | $2,410 萬 | 0.80% | −48,504−20.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 192,029 | $2,412 萬 | 0.25% | +52,951+38.1% | 加碼 |
| Utah Retirement Systems | 192,568 | $2,421 萬 | 0.27% | +600+0.3% | 加碼 |
| CIBC World Markets Corp | 194,480 | $2,445 萬 | 0.14% | −45,284−18.9% | 減碼 |
| LVM Capital Management Ltd | 196,009 | $2,464 萬 | 2.65% | −828−0.4% | 減碼 |
| Connors Investor Services Inc | 197,844 | $2,487 萬 | 2.33% | −47,320−19.3% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 198,692 | $2,498 萬 | 4.12% | −1,234−0.6% | 減碼 |
| Ossiam | 200,107 | $2,516 萬 | 0.43% | −918,192−82.1% | 減碼 |
| AQR Capital Management LLC | 200,232 | $2,517 萬 | 0.03% | −67,570−25.2% | 減碼 |
| USS Investment Management Ltd | 202,126 | $2,542 萬 | 0.18% | −7,931−3.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 202,712 | $2,548 萬 | 0.19% | −79,900−28.3% | 減碼 |
| Camden Capital, LLC | 203,121 | $2,554 萬 | 2.77% | +652+0.3% | 加碼 |
| NFJ Investment Group, LLC | 208,402 | $2,620 萬 | 0.84% | −43,456−17.3% | 減碼 |
| Hallmark Capital Management Inc | 208,973 | $2,627 萬 | 1.96% | −13,545−6.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 210,248 | $2,643 萬 | 1.90% | 00.0% | 不變 |
| Agf Management Ltd | 210,363 | $2,645 萬 | 0.13% | −70,684−25.2% | 減碼 |
| AMF Pensionsforsakring AB | 212,235 | $2,671 萬 | 0.19% | −44,125−17.2% | 減碼 |
| Bailard, Inc. | 214,107 | $2,692 萬 | 0.69% | +2,240+1.1% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 215,269 | $2,706 萬 | 1.02% | −15,800−6.8% | 減碼 |
| Bollard Group LLC | 217,907 | $2,740 萬 | 0.76% | −44,105−16.8% | 減碼 |
| Cerity Partners LLC | 235,340 | $2,809 萬 | 0.06% | −12,337−5.0% | 減碼 |
| Hosking Partners LLP | 223,799 | $2,814 萬 | 1.10% | −110,901−33.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 224,900 | $2,827 萬 | 0.06% | −1,372,900−85.9% | 減碼 |
| CIBC Asset Management Inc | 226,353 | $2,846 萬 | 0.09% | +5,157+2.3% | 加碼 |
| IFM Investors Pty Ltd | 227,449 | $2,859 萬 | 0.29% | −20,982−8.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 228,310 | $2,870 萬 | 0.52% | −33,720−12.9% | 減碼 |
| Capital Group Private Client Services, Inc. | 228,670 | $2,875 萬 | 0.26% | −3,260−1.4% | 減碼 |
| Abner Herrman & Brock LLC | 230,246 | $2,895 萬 | 3.60% | −887−0.4% | 減碼 |
| British Columbia Investment Management Corp | 232,352 | $2,921 萬 | 0.17% | +28,967+14.2% | 加碼 |
| Amalgamated Bank | 234,340 | $2,946 萬 | 0.24% | −6,918−2.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 238,484 | $2,998 萬 | 0.26% | +50,000+26.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 238,938 | $3,004 萬 | 1.30% | +5,436+2.3% | 加碼 |
| Balyasny Asset Management LLC | 239,276 | $3,008 萬 | 0.07% | +156,454+188.9% | 加碼 |
| Bank of Nova Scotia | 239,841 | $3,015 萬 | 0.05% | −162,272−40.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 240,060 | $3,019 萬 | 0.15% | −622−0.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 240,256 | $3,020 萬 | 0.06% | +317+0.1% | 加碼 |
| Creative Planning | 241,349 | $3,034 萬 | 0.03% | +21,235+9.6% | 加碼 |
| Weiss Asset Management LP | 244,045 | $3,068 萬 | 0.70% | +244,045 | 新進 |
| Teacher Retirement System of Texas | 244,540 | $3,074 萬 | 0.11% | −14,894−5.7% | 減碼 |
| Moody Lynn & Lieberson, LLC | 244,816 | $3,078 萬 | 1.89% | +33,336+15.8% | 加碼 |
| Rockefeller Capital Management L.P. | 246,325 | $3,092 萬 | 0.08% | −120,697−32.9% | 減碼 |
| Los Angeles Capital Management LLC | 248,870 | $3,129 萬 | 0.13% | +99,570+66.7% | 加碼 |
| Keybank National Association | 249,848 | $3,141 萬 | 0.12% | −1,005−0.4% | 減碼 |
| Gabelli Funds LLC | 251,279 | $3,159 萬 | 0.24% | −7,207−2.8% | 減碼 |
| Groupama Asset Managment | 251,398 | $3,161 萬 | 0.65% | +170,811+212.0% | 加碼 |
| Annex Advisory Services, LLC | 252,714 | $3,177 萬 | 0.96% | −8,405−3.2% | 減碼 |
| QRG Capital Management, Inc. | 254,124 | $3,195 萬 | 0.33% | +10,009+4.1% | 加碼 |
| Heritage Investors Management Corp | 257,717 | $3,240 萬 | 1.05% | −3,429−1.3% | 減碼 |
| TD Waterhouse Canada Inc. | 260,741 | $3,280 萬 | 0.26% | +38,348+17.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 263,767 | $3,316 萬 | 0.21% | −7,422−2.7% | 減碼 |
| ProShare Advisors LLC | 265,823 | $3,342 萬 | 0.08% | +26,383+11.0% | 加碼 |
| Maple Capital Management, Inc. | 265,879 | $3,343 萬 | 2.46% | +830.0% | 加碼 |
| Acadian Asset Management LLC | 266,581 | $3,351 萬 | 0.10% | +108,561+68.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 267,971 | $3,372 萬 | 0.15% | −239,886−47.2% | 減碼 |