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。
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 | 2,746 | $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 |
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 |
|---|---|---|---|---|---|
| MAI Capital Management | 165,784 | $2,084 萬 | 0.16% | −2,170−1.3% | 減碼 |
| Mercer Global Advisors Inc | 165,581 | $2,082 萬 | 0.05% | −16,222−8.9% | 減碼 |
| Daiwa Securities Group Inc. | 164,459 | $2,068 萬 | 0.09% | −2,617−1.6% | 減碼 |
| Ethic Inc. | 162,269 | $2,040 萬 | 0.41% | +42,743+35.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 160,768 | $2,021 萬 | 0.21% | +15,801+10.9% | 加碼 |
| Pittenger & Anderson Inc | 159,667 | $2,007 萬 | 0.73% | +1,679+1.1% | 加碼 |
| Captrust Financial Advisors | 158,299 | $1,990 萬 | 0.06% | +35,399+28.8% | 加碼 |
| Blair William & Co | 157,512 | $1,980 萬 | 0.06% | −1,852−1.2% | 減碼 |
| Generali Asset Management SPA SGR | 157,088 | $1,975 萬 | 0.50% | +157,088 | 新進 |
| DJE Kapital AG | 157,593 | $1,972 萬 | 0.46% | +157,593 | 新進 |
| Twin Tree Management, LP | 156,579 | $1,969 萬 | 0.48% | +55,170+54.4% | 加碼 |
| Brown Advisory Inc | 156,277 | $1,965 萬 | 0.02% | +1,346+0.9% | 加碼 |
| Prudential PLC | 155,937 | $1,960 萬 | 0.10% | −3,765−2.4% | 減碼 |
| Appleton Partners Inc | 153,040 | $1,924 萬 | 1.42% | −4,692−3.0% | 減碼 |
| Wesbanco Bank Inc | 152,289 | $1,915 萬 | 0.65% | −8,169−5.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 150,792 | $1,896 萬 | 0.20% | −10,895−6.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 148,683 | $1,881 萬 | 0.20% | −54,300−26.8% | 減碼 |
| Fred Alger Management, LLC | 149,333 | $1,877 萬 | 0.09% | −763−0.5% | 減碼 |
| Nissay Asset Management Corp | 147,993 | $1,876 萬 | 0.11% | −513−0.3% | 減碼 |
| Glenmede Trust Co NA | 149,129 | $1,875 萬 | 0.10% | −1,842−1.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 148,230 | $1,864 萬 | 0.06% | +3,269+2.3% | 加碼 |
| CWM, LLC | 146,218 | $1,838 萬 | 0.08% | +8,978+6.5% | 加碼 |
| Telos Capital Management, Inc. | 145,251 | $1,826 萬 | 1.95% | −7,489−4.9% | 減碼 |
| Jefferies Financial Group Inc. | 144,900 | $1,822 萬 | 0.20% | +138,685+2,231.5% | 加碼 |
| Bokf, NA | 147,555 | $1,822 萬 | 0.31% | −2,526−1.7% | 減碼 |
| Magellan Asset Management Ltd | 143,248 | $1,801 萬 | 0.20% | +143,248 | 新進 |
| Boston Common Asset Management, LLC | 142,387 | $1,790 萬 | 0.52% | +24,554+20.8% | 加碼 |
| State of Alaska, Department of Revenue | 141,494 | $1,779 萬 | 0.20% | −9,168−6.1% | 減碼 |
| Ninety One UK Ltd | 140,961 | $1,772 萬 | 0.05% | −13,020−8.5% | 減碼 |
| FineMark National Bank & Trust | 140,734 | $1,769 萬 | 0.62% | −17,553−11.1% | 減碼 |
| Argent Trust Co | 137,942 | $1,734 萬 | 0.71% | −361−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 139,210 | $1,727 萬 | 0.07% | +38,325+38.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 136,084 | $1,711 萬 | 0.29% | +7,226+5.6% | 加碼 |
| Mediolanum International Funds Ltd | 132,977 | $1,668 萬 | 0.22% | +26,518+24.9% | 加碼 |
| Pacer Advisors, Inc. | 132,511 | $1,666 萬 | 0.04% | +39,594+42.6% | 加碼 |
| JustInvest LLC | 132,217 | $1,662 萬 | 0.25% | +7,677+6.2% | 加碼 |
| Nexus Investment Management ULC | 132,027 | $1,660 萬 | 1.66% | −50,000−27.5% | 減碼 |
| HRT Financial LP | 129,569 | $1,629 萬 | 0.08% | +129,569 | 新進 |
| Quantinno Capital Management LP | 128,549 | $1,616 萬 | 0.16% | +28,554+28.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 126,809 | $1,594 萬 | 0.05% | +514+0.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 126,458 | $1,590 萬 | 0.01% | +2,443+2.0% | 加碼 |
| Wealthfront Advisers LLC | 123,236 | $1,549 萬 | 0.05% | +9,710+8.6% | 加碼 |
| Janney Capital Management LLC | 121,007 | $1,521 萬 | 1.01% | −26,341−17.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 120,905 | $1,520 萬 | 0.05% | +15,142+14.3% | 加碼 |
| Grassi Investment Management | 120,750 | $1,518 萬 | 1.30% | 00.0% | 不變 |
| Scotia Capital Inc. | 120,742 | $1,518 萬 | 0.08% | +25,529+26.8% | 加碼 |
| Vestor Capital, LLC | 120,145 | $1,511 萬 | 1.15% | −763−0.6% | 減碼 |
| Optiver Holding B.V. | 119,798 | $1,506 萬 | 0.49% | −262,034−68.6% | 減碼 |
| Oppenheimer & Co Inc | 119,543 | $1,503 萬 | 0.22% | −4,010−3.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 120,200 | $1,500 萬 | 0.02% | +7,407+6.6% | 加碼 |
| Two Sigma Investments, LP | 118,947 | $1,495 萬 | 0.03% | +96,347+426.3% | 加碼 |
| Guggenheim Capital LLC | 118,321 | $1,488 萬 | 0.12% | +3,175+2.8% | 加碼 |
| Pacific Heights Asset Management LLC | 460,000 | $1,487 萬 | 1.03% | +275,000+148.6% | 加碼 |
| Nixon Peabody Trust Co | 117,884 | $1,482 萬 | 1.22% | +2,200+1.9% | 加碼 |
| Mizuho Securities USA LLC | 117,571 | $1,478 萬 | 0.27% | +36,790+45.5% | 加碼 |
| Capital Analysts, LLC | 115,355 | $1,450 萬 | 0.58% | +904+0.8% | 加碼 |
| Level Four Advisory Services, LLC | 113,370 | $1,425 萬 | 0.58% | +4,007+3.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 112,096 | $1,409 萬 | 0.55% | +112,096 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 111,747 | $1,405 萬 | 0.39% | −16,395−12.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 111,334 | $1,400 萬 | 0.06% | −274,453−71.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 110,733 | $1,392 萬 | 0.30% | −5,108−4.4% | 減碼 |
| Avantax Advisory Services, Inc. | 110,257 | $1,386 萬 | 0.09% | +2,260+2.1% | 加碼 |
| GWM Advisors LLC | 109,917 | $1,382 萬 | 0.08% | +1,882+1.7% | 加碼 |
| Oak Harvest Investment Services | 107,830 | $1,356 萬 | 1.89% | −33,184−23.5% | 減碼 |
| Intech Investment Management LLC | 107,170 | $1,347 萬 | 0.13% | +56,916+113.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 106,375 | $1,337 萬 | 0.25% | −257−0.2% | 減碼 |
| Atria Investments LLC | 105,295 | $1,324 萬 | 0.16% | −568−0.5% | 減碼 |
| Kestra Advisory Services, LLC | 105,192 | $1,322 萬 | 0.07% | −4,960−4.5% | 減碼 |
| New Republic Capital, LLC | 102,376 | $1,287 萬 | 8.41% | +77+0.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 102,191 | $1,285 萬 | 0.07% | +31,553+44.7% | 加碼 |
| BTC Capital Management, Inc. | 101,107 | $1,270 萬 | 1.18% | −5,705−5.3% | 減碼 |
| Achmea Investment Management B.V. | 100,219 | $1,260 萬 | 0.21% | −7,477−6.9% | 減碼 |
| Greystone Financial Group, LLC | 99,906 | $1,256 萬 | 2.18% | −13,367−11.8% | 減碼 |
| Stonegate Investment Group, LLC | 99,413 | $1,250 萬 | 0.33% | +526+0.5% | 加碼 |
| Illinois Municipal Retirement Fund | 99,229 | $1,248 萬 | 0.18% | +4,767+5.0% | 加碼 |
| Ieq Capital, LLC | 98,811 | $1,242 萬 | 0.12% | −18,213−15.6% | 減碼 |
| DuPont Capital Management Corp | 98,741 | $1,241 萬 | 1.16% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 97,023 | $1,220 萬 | 1.23% | +3,735+4.0% | 加碼 |
| Calamos Wealth Management LLC | 96,734 | $1,216 萬 | 0.61% | +14,933+18.3% | 加碼 |
| Lyell Wealth Management, LP | 96,300 | $1,211 萬 | 1.09% | +1,159+1.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 95,216 | $1,197 萬 | 0.30% | −1,085−1.1% | 減碼 |
| Viking Fund Management LLC | 95,000 | $1,194 萬 | 1.86% | −5,000−5.0% | 減碼 |
| Howe & Rusling Inc | 93,483 | $1,175 萬 | 1.01% | −2,459−2.6% | 減碼 |
| Avanza Fonder AB | 93,472 | $1,175 萬 | 0.35% | +93,472 | 新進 |
| Kinneret Advisory, LLC | 92,611 | $1,164 萬 | 1.10% | −4,314−4.5% | 減碼 |
| F/M Investments LLC | 92,073 | $1,158 萬 | 0.43% | −10,748−10.5% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $1,157 萬 | 0.94% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 90,166 | $1,134 萬 | 0.77% | +303+0.3% | 加碼 |
| La Banque Postale Asset Management SA | 89,881 | $1,130 萬 | 0.15% | +65,836+273.8% | 加碼 |
| Earnest Partners LLC | 89,741 | $1,128 萬 | 0.05% | −18,325−17.0% | 減碼 |
| Banque Pictet & Cie SA | 89,559 | $1,126 萬 | 0.11% | −4,919−5.2% | 減碼 |
| Eagle Capital Management LLC | 89,438 | $1,124 萬 | 0.04% | −1,296−1.4% | 減碼 |
| Cornerstone Advisors, LLC | 88,800 | $1,116 萬 | 0.44% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 88,497 | $1,113 萬 | 0.11% | −939−1.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 88,497 | $1,113 萬 | 0.11% | −939−1.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 88,392 | $1,111 萬 | 0.71% | −811−0.9% | 減碼 |
| Allianz SE | 87,997 | $1,107 萬 | 0.29% | +2,620+3.1% | 加碼 |
| Intact Investment Management Inc. | 87,900 | $1,105 萬 | 0.39% | −21,900−19.9% | 減碼 |
| Kentucky Retirement Systems | 85,607 | $1,076 萬 | 0.32% | −1,179−1.4% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 83,708 | $1,052 萬 | 1.08% | −1,278−1.5% | 減碼 |