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。
2025 年第 1 季 13F 持有人
Morgan Stanley 在 2025/3/31 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
- 2,104
- 較 2024 年第 4 季 +17 家
- 持有股數
- 13.7 億
- 較 2024 年第 4 季 +1,174 萬 (+0.9%)
- 總市值
- $1,591 億
- 較 2024 年第 4 季 −$109.3 億 (−6.4%)
- 新進機構
- 172
- 另有 889 家加碼
- 清倉機構
- 155
- 另有 756 家減碼
另有 31 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 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 | $439.9 億 | 100.00% | 00.0% | 不變 |
| Vanguard Group Inc | 117,769,345 | $137.4 億 | 0.25% | +7,636,547+6.9% | 加碼 |
| State Street Corp | 107,146,233 | $125.0 億 | 0.52% | −4,134,346−3.7% | 減碼 |
| BlackRock, Inc. | 96,238,352 | $112.3 億 | 0.24% | +1,152,027+1.2% | 加碼 |
| JPMorgan Chase & Co | 38,579,764 | $45.0 億 | 0.34% | −2,449,692−6.0% | 減碼 |
| Capital International Investors | 26,984,106 | $31.5 億 | 0.62% | −3,000,514−10.0% | 減碼 |
| Geode Capital Management, LLC | 26,662,389 | $31.0 億 | 0.24% | +817,636+3.2% | 加碼 |
| FMR LLC | 23,528,395 | $27.5 億 | 0.18% | −2,033,165−8.0% | 減碼 |
| Fisher Asset Management, LLC | 23,296,036 | $27.2 億 | 1.18% | +462,099+2.0% | 加碼 |
| Bank of America Corp | 21,108,539 | $24.6 億 | 0.22% | +2,298,251+12.2% | 加碼 |
| Capital Research Global Investors | 19,962,428 | $23.3 億 | 0.51% | −1,832,445−8.4% | 減碼 |
| Wellington Management Group LLP | 19,305,043 | $22.5 億 | 0.43% | −1,590,941−7.6% | 減碼 |
| Goldman Sachs Group Inc | 16,577,516 | $19.3 億 | 0.37% | +2,610,122+18.7% | 加碼 |
| Massachusetts Financial Services Co | 16,306,104 | $19.0 億 | 0.63% | −573,402−3.4% | 減碼 |
| Norges Bank | 15,315,459 | $17.9 億 | 0.25% | +121,378+0.8% | 加碼 |
| Northern Trust Corp | 13,807,153 | $16.1 億 | 0.24% | +403,956+3.0% | 加碼 |
| Ameriprise Financial Inc | 13,063,819 | $15.2 億 | 0.41% | +219,729+1.7% | 加碼 |
| UBS Group AG | 12,126,722 | $14.1 億 | 0.31% | +1,159,371+10.6% | 加碼 |
| Price T Rowe Associates Inc | 11,320,148 | $13.2 億 | 0.16% | −2,792,360−19.8% | 減碼 |
| Charles Schwab Investment Management Inc | 10,951,700 | $12.8 億 | 0.24% | −67,994−0.6% | 減碼 |
| UBS Asset Management Americas Inc | 9,652,910 | $11.3 億 | 0.29% | +442,617+4.8% | 加碼 |
| Royal Bank of Canada | 9,387,904 | $11.0 億 | 0.25% | +703,288+8.1% | 加碼 |
| Invesco Ltd. | 8,959,754 | $10.5 億 | 0.20% | +65,845+0.7% | 加碼 |
| Legal & General Group Plc | 8,211,563 | $9.58 億 | 0.26% | +171,399+2.1% | 加碼 |
| Franklin Resources Inc | 8,146,933 | $9.50 億 | 0.28% | +428,424+5.6% | 加碼 |
| Dimensional Fund Advisors LP | 8,037,341 | $9.38 億 | 0.23% | +52,938+0.7% | 加碼 |
| Bank of New York Mellon Corp | 7,670,822 | $8.95 億 | 0.18% | −66,029−0.9% | 減碼 |
| Schroder Investment Management Group | 7,580,656 | $8.84 億 | 0.89% | +298,500+4.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,981,382 | $8.15 億 | 0.77% | −183,456−2.6% | 減碼 |
| Nuveen, LLC | 6,578,439 | $7.68 億 | 0.24% | +6,578,439 | 新進 |
| Morgan Stanley | 6,150,965 | $7.18 億 | 0.05% | +70,586+1.2% | 加碼 |
| Barclays PLC | 6,010,844 | $7.01 億 | 0.32% | +3,493,033+138.7% | 加碼 |
| Capital World Investors | 5,619,396 | $6.56 億 | 0.11% | −36,003−0.6% | 減碼 |
| Bank of Montreal | 5,586,572 | $6.52 億 | 0.35% | −130,521−2.3% | 減碼 |
| Alphinity Investment Management Pty Ltd | 5,348,473 | $6.24 億 | 4.23% | −621,017−10.4% | 減碼 |
| Janus Henderson Group PLC | 5,039,574 | $5.81 億 | 0.32% | −434,669−7.9% | 減碼 |
| Amundi | 5,200,064 | $5.68 億 | 0.21% | +925,713+21.7% | 加碼 |
| Deutsche Bank AG | 4,409,339 | $5.14 億 | 0.20% | −460,920−9.5% | 減碼 |
| Millennium Management LLC | 4,209,583 | $4.91 億 | 0.48% | +521,943+14.2% | 加碼 |
| Wells Fargo & Company | 4,130,284 | $4.82 億 | 0.12% | −250,479−5.7% | 減碼 |
| Principal Financial Group Inc | 4,069,267 | $4.75 億 | 0.27% | −167,918−4.0% | 減碼 |
| Boston Partners | 3,855,298 | $4.49 億 | 0.54% | −105,680−2.7% | 減碼 |
| Voya Investment Management LLC | 3,792,336 | $4.42 億 | 0.49% | −458,056−10.8% | 減碼 |
| HSBC Holdings PLC | 3,677,935 | $4.28 億 | 0.29% | +217,427+6.3% | 加碼 |
| Axiom Investors LLC | 3,111,979 | $3.63 億 | 3.48% | +1,555,015+99.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,990,922 | $3.49 億 | 0.25% | +185,846+6.6% | 加碼 |
| Envestnet Asset Management Inc | 2,946,684 | $3.44 億 | 0.11% | +466,012+18.8% | 加碼 |
| California Public Employees Retirement System | 2,708,489 | $3.16 億 | 0.22% | +335,927+14.2% | 加碼 |
| Citigroup Inc | 2,686,631 | $3.13 億 | 0.24% | +703,634+35.5% | 加碼 |
| Alliancebernstein L.P. | 2,624,999 | $3.06 億 | 0.11% | −264,323−9.1% | 減碼 |
| Raymond James Financial Inc | 2,448,443 | $2.86 億 | 0.11% | −129,651−5.0% | 減碼 |
| Ensign Peak Advisors, Inc | 2,436,506 | $2.84 億 | 0.54% | −2,860−0.1% | 減碼 |
| National Pension Service | 2,399,984 | $2.80 億 | 0.27% | +86,056+3.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,324,788 | $2.71 億 | 0.21% | +231,496+11.1% | 加碼 |
| Rhumbline Advisers | 2,312,815 | $2.70 億 | 0.25% | −58,041−2.4% | 減碼 |
| Canada Pension Plan Investment Board | 2,255,350 | $2.63 億 | 0.26% | +663,454+41.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,251,634 | $2.63 億 | 0.14% | +3,183+0.1% | 加碼 |
| Federated Hermes, Inc. | 2,204,743 | $2.57 億 | 0.55% | +634,795+40.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,153,343 | $2.51 億 | 0.23% | +228,039+11.8% | 加碼 |
| Allianz Asset Management GmbH | 2,146,667 | $2.50 億 | 0.37% | +1,352,787+170.4% | 加碼 |
| Fayez Sarofim & Co | 2,030,443 | $2.37 億 | 0.59% | −208,271−9.3% | 減碼 |
| Neuberger Berman Group LLC | 2,005,663 | $2.34 億 | 0.20% | −156,477−7.2% | 減碼 |
| LPL Financial LLC | 1,929,977 | $2.25 億 | 0.09% | +50,362+2.7% | 加碼 |
| American Century Companies Inc | 1,927,525 | $2.25 億 | 0.14% | −404,435−17.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,879,134 | $2.19 億 | 0.94% | +98,389+5.5% | 加碼 |
| California State Teachers Retirement System | 1,861,901 | $2.17 億 | 0.27% | −15,191−0.8% | 減碼 |
| Lord, Abbett & Co. LLC | 1,856,462 | $2.17 億 | 0.77% | −211,293−10.2% | 減碼 |
| Citadel Advisors LLC | 1,732,734 | $2.02 億 | 0.20% | −1,631,118−48.5% | 減碼 |
| Qube Research & Technologies Ltd | 1,689,482 | $1.97 億 | 0.31% | +452,348+36.6% | 加碼 |
| Cullen Capital Management LLC | 1,662,599 | $1.94 億 | 2.24% | −167,470−9.2% | 減碼 |
| FIL Ltd | 1,630,223 | $1.90 億 | 0.18% | −608,193−27.2% | 減碼 |
| Stifel Financial Corp | 1,619,221 | $1.89 億 | 0.20% | +17,090+1.1% | 加碼 |
| Prudential Financial Inc | 1,613,019 | $1.88 億 | 0.27% | +122,461+8.2% | 加碼 |
| New York State Common Retirement Fund | 1,524,203 | $1.78 億 | 0.26% | −104,100−6.4% | 減碼 |
| Hamlin Capital Management, LLC | 1,515,280 | $1.77 億 | 4.23% | +24,610+1.7% | 加碼 |
| Fifth Third Bancorp | 1,514,441 | $1.77 億 | 0.67% | +8,104+0.5% | 加碼 |
| Bessemer Group Inc | 1,469,593 | $1.71 億 | 0.31% | −62,905−4.1% | 減碼 |
| Macquarie Group Ltd | 1,392,351 | $1.62 億 | 0.20% | −70,366−4.8% | 減碼 |
| HighTower Advisors, LLC | 1,393,541 | $1.60 億 | 0.22% | −19,137−1.4% | 減碼 |
| Mackenzie Financial Corp | 1,362,411 | $1.59 億 | 0.23% | +505,642+59.0% | 加碼 |
| Focused Investors LLC | 1,277,000 | $1.49 億 | 4.79% | −34,800−2.7% | 減碼 |
| CI Private Wealth, LLC | 1,257,838 | $1.46 億 | 0.24% | −23,164−1.8% | 減碼 |
| Evercore Wealth Management, LLC | 1,241,998 | $1.45 億 | 2.33% | −32,424−2.5% | 減碼 |
| Great West Life Assurance Co | 1,233,556 | $1.44 億 | 0.25% | +13,953+1.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,203,945 | $1.40 億 | 0.28% | +175,142+17.0% | 加碼 |
| Rokos Capital Management LLP | 1,190,229 | $1.39 億 | 3.77% | +377,032+46.4% | 加碼 |
| Commerce Bank | 1,187,931 | $1.39 億 | 0.88% | +39,365+3.4% | 加碼 |
| National Bank of Canada | 1,171,928 | $1.37 億 | 0.16% | +650,450+124.7% | 加碼 |
| Primecap Management Co | 1,150,145 | $1.34 億 | 0.11% | −29,450−2.5% | 減碼 |
| New York State Teachers Retirement System | 1,144,625 | $1.34 億 | 0.31% | −29,586−2.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,120,989 | $1.31 億 | 0.26% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 1,078,434 | $1.26 億 | 0.23% | −69,650−6.1% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,068,227 | $1.25 億 | 0.81% | −464,750−30.3% | 減碼 |
| Natixis Advisors, L.P. | 1,060,619 | $1.24 億 | 0.23% | −127,165−10.7% | 減碼 |
| Korea Investment CORP | 1,047,035 | $1.22 億 | 0.30% | +89,607+9.4% | 加碼 |
| Standard Life Aberdeen plc | 1,058,357 | $1.22 億 | 0.24% | −474,214−30.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 976,001 | $1.14 億 | 0.82% | +109,686+12.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 969,920 | $1.13 億 | 0.22% | −4,727−0.5% | 減碼 |
| Clark Capital Management Group, Inc. | 957,818 | $1.12 億 | 0.80% | +22,892+2.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 956,286 | $1.12 億 | 0.22% | +331,314+53.0% | 加碼 |