跳到主要內容
Livermore
Livermore
中文EN

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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2025 年第 1 季與 2024 年第 4 季比較

持有 Morgan Stanley 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

MS 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數2,118312,104+17
股數13.6 億707.0 萬13.7 億+1,174 萬 (+0.9%)
市值$1,709 億$8.89 億$1,591 億−$109.3 億 (−6.4%)

31 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（172 家）

2025 年第 1 季季末持有 Morgan Stanley、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 172 家。

2025 年第 1 季新進 MS 的機構
機構股數市值佔組合 %
Nuveen, LLC6,578,439$7.68 億0.24%
Hudson Bay Capital Management LP704,153$8,215 萬0.52%
Virginia Retirement Systems Et Al637,400$7,437 萬0.55%
Alecta Pensionsforsakring, Omsesidigt585,000$6,826 萬0.38%
Holocene Advisors, LP394,595$4,604 萬0.14%
Sarasin & Partners LLP365,825$4,268 萬0.46%
Prana Capital Management, LP284,611$3,321 萬1.35%
Natixis256,571$2,946 萬0.17%
Kodai Capital Management LP223,497$2,608 萬1.03%
Trexquant Investment LP197,791$2,308 萬0.27%
ASR Vermogensbeheer N.V.176,985$2,065 萬0.31%
Main Street Research LLC134,444$1,569 萬1.02%
OP Asset Management Ltd126,977$1,481 萬0.25%
Rakuten Investment Management, Inc.112,295$1,295 萬0.06%
Banque Cantonale Vaudoise83,419$973.3 萬0.43%
Jacobs Levy Equity Management, Inc72,941$851.0 萬0.03%
Tairen Capital Ltd60,900$710.5 萬0.47%
Premier Fund Managers Ltd60,400$696.4 萬0.26%
Worm Capital, LLC55,424$646.6 萬6.50%
AG2R la Mondiale Gestion D'Actifs44,694$572.2 萬0.31%
FORA Capital, LLC48,250$562.9 萬0.57%
Investment Management Corp of Ontario48,242$562.8 萬0.11%
Providence Capital Advisors, LLC43,100$502.8 萬1.05%
ABN AMRO Bank N.V.42,893$499.9 萬0.07%
SCS Capital Management LLC42,791$499.2 萬0.06%
New Age Alpha Advisors, LLC40,000$466.7 萬0.21%
Andra AP-fonden34,711$405.0 萬0.07%
Siemens Fonds Invest GmbH34,375$401.1 萬0.28%
Hohimer Wealth Management, LLC33,910$395.6 萬0.77%
Zions Bancorporation, National Association31,498$367.5 萬0.23%
Engineers Gate Manager LP31,029$362.0 萬0.06%
Quantbot Technologies LP30,554$356.5 萬0.11%
Winton Group Ltd30,469$355.5 萬0.22%
Covea Finance28,800$336.0 萬0.15%
Dock Street Asset Management Inc28,060$327.4 萬0.39%
Aigen Investment Management, LP24,479$285.6 萬0.46%
Graphene Investments SAS23,000$268.3 萬1.96%
Stevens Capital Management LP22,607$263.8 萬0.65%
Quantitative Investment Management, LLC20,639$240.7 萬0.22%
Point72 Europe (London) LLP20,200$235.7 萬0.16%
Wakefield Asset Management LLLP19,382$226.1 萬0.68%
Shaker Investments LLC18,958$221.2 萬1.07%
Eisler Capital Management Ltd.18,951$221.1 萬0.07%
AAFMAA Wealth Management & Trust LLC15,473$180.5 萬0.82%
VestGen Advisors, LLC12,277$143.2 萬0.07%
ISAM Funds (UK) Ltd11,764$137.3 萬0.68%
Advisors Preferred, LLC11,300$130.8 萬0.18%
CenterBook Partners LP10,872$126.8 萬0.08%
111 Capital10,571$123.3 萬0.24%
Caption Management, LLC10,200$119.0 萬0.05%
Armis Advisers, LLC9,732$112.3 萬0.10%
Virtu Financial LLC7,890$92.0 萬0.05%
Twinbeech Capital LP7,766$90.6 萬0.02%
CMT Capital Markets Trading GmbH7,520$87.7 萬0.36%
Mark Asset Management LP7,500$87.5 萬0.13%
Two Sigma Securities, LLC7,177$83.7 萬0.13%
Fieldview Capital Management, LLC7,098$82.8 萬0.12%
Polymer Capital Management (US) LLC6,730$78.5 萬0.24%
CenterStar Asset Management, LLC6,554$76.6 萬1.10%
Cornercap Investment Counsel Inc6,511$76.0 萬0.40%
Scholtz & Company, LLC6,115$71.3 萬0.35%
Bridgewater Advisors Inc.6,109$71.0 萬0.06%
Caxton Associates LLP6,039$70.5 萬0.02%
Bridgefront Capital, LLC5,949$69.4 萬0.20%
Readystate Asset Management LP5,760$67.2 萬0.03%
Harfst & Associates, Inc.5,636$65.8 萬0.15%
Inscription Capital, LLC6,878$64.8 萬0.11%
Machina Capital S.A.S.5,403$63.0 萬0.19%
Marex Group plc5,218$60.9 萬0.01%
Garda Capital Partners LP4,869$56.8 萬0.32%
Graham Capital Management, L.P.4,649$54.2 萬0.02%
Hillsdale Investment Management Inc.4,400$51.3 萬0.03%
Ashford Capital Management Inc4,210$49.1 萬0.06%
3Chopt Investment Partners, LLC4,209$49.1 萬0.13%
Integrated Quantitative Investments LLC4,200$49.0 萬0.24%
Jackson Wealth Management, LLC4,060$47.4 萬0.06%
TFR Capital, LLC.4,023$46.9 萬0.20%
OneAscent Financial Services LLC4,024$46.6 萬0.03%
Integrity Alliance, LLC.3,850$44.9 萬0.02%
Good Steward Wealth Advisors,LLC3,808$44.4 萬0.40%
Northstar Advisory Group, LLC3,801$44.3 萬0.29%
Advisor Resource Council3,896$43.7 萬0.04%
Inspirion Wealth Advisors, LLC3,738$43.6 萬0.06%
Wealth Preservation Advisors, LLC3,574$41.7 萬0.30%
RVW Wealth, LLC3,479$40.6 萬0.04%
Cheviot Value Management, LLC3,375$40.4 萬0.05%
Kingsman Wealth Management, Inc.3,131$36.5 萬0.27%
Lockheed Martin Investment Management Co3,100$36.2 萬0.01%
Waters Parkerson & Co., LLC3,050$35.6 萬0.02%
Alpha Cubed Investments, LLC2,950$34.4 萬0.02%
Fiduciary Family Office, LLC2,846$33.2 萬0.11%
Winthrop Advisory Group LLC2,789$32.5 萬0.04%
Apella Capital, LLC2,830$31.6 萬0.01%
Bluefin Capital Management, LLC2,700$31.5 萬0.25%
MBB Public Markets I LLC2,572$30.0 萬0.03%
Victory Financial Group, LLC2,458$28.6 萬0.05%
Van Strum & Towne Inc.2,340$27.3 萬0.09%
True Link Financial Advisors, LLC2,294$26.8 萬0.02%
Elyxium Wealth, LLC2,187$25.5 萬0.11%
VisionPoint Advisory Group, LLC2,172$25.3 萬0.09%

清倉機構（155 家）

2024 年第 4 季季末持有 Morgan Stanley、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 155 家。

2025 年第 1 季清倉 MS 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Arrowstreet Capital, Limited Partnership1,405,016$1.77 億
Unisphere Establishment1,050,000$1.32 億
RBF Capital, LLC810,432$1.02 億
Fullerton Fund Management Co Ltd.442,733$5,566 萬
Trivest Advisors Ltd400,000$5,029 萬
Teewinot Capital Advisers, L.L.C.330,630$4,157 萬
Adams Diversified Equity Fund, Inc.215,269$2,706 萬
Grand Jean Capital Management Inc168,582$2,119 萬
Ninety One UK Ltd140,961$1,772 萬
HRT Financial LP129,569$1,629 萬
Lighthouse Investment Partners, LLC112,096$1,409 萬
CTC LLC79,464$999.0 萬
General Pension Society PZU Joint Stock Co77,869$979.0 萬
Essential Planning, LLC.55,120$677.2 萬
Crestline Management, LP53,364$670.9 萬
Canada Post Corp Registered Pension Plan51,001$641.2 萬
First Hawaiian Bank49,518$622.5 萬
Alpha DNA Investment Management LLC39,921$501.9 萬
Pamalican Asset Management Ltd35,900$451.3 萬
Braun Stacey Associates Inc35,419$445.3 萬
Surience Private Wealth LLC35,362$444.6 萬
BCJ Capital Management, LLC31,643$397.8 萬
Entropy Technologies, LP31,516$396.2 萬
Bayesian Capital Management, LP27,800$349.5 萬
Brevan Howard Capital Management LP26,580$334.2 萬
Quadrature Capital Ltd22,794$286.7 萬
Sandler Capital Management19,954$250.9 萬
Boston Private Wealth LLC16,333$205.3 萬
Two Sigma Advisers, LP16,100$202.4 萬
Altrafin AG15,200$191.1 萬
Jump Financial, LLC13,598$171.0 萬
Camarda Financial Advisors, LLC12,410$156.0 萬
Simplex Trading, LLC11,472$144.2 萬
Helios Capital Management Pte. Ltd11,300$142.1 萬
Advanced Portfolio Management, LLC9,321$129.0 萬
Donald L. Hagan, LLC9,693$121.9 萬
Gladius Capital Management LP9,482$119.2 萬
Rockland Trust Co9,060$113.9 萬
GAM Holding AG8,321$104.6 萬
Myriad Asset Management US LP8,194$103.0 萬
Flow Traders U.S. LLC7,383$92.8 萬
San Luis Wealth Advisors LLC6,990$87.9 萬
Morningstar Investment Management LLC6,751$84.9 萬
Wolverine Trading, LLC6,073$76.4 萬
Yardley Wealth Management LLC6,304$72.4 萬
Catalyst Funds Management Pty Ltd5,000$62.9 萬
Blueprint Investment Partners LLC4,823$60.6 萬
ASB Consultores, LLC4,812$60.5 萬
Catalina Capital Group, LLC4,514$56.7 萬
Green Harvest Asset Management LLC4,428$55.7 萬
PUREfi Wealth, LLC4,273$53.7 萬
Bryce Point Capital, LLC4,162$52.3 萬
Ibex Wealth Advisors3,999$50.3 萬
Oxford Asset Management LLP3,855$48.5 萬
Prelude Capital Management, LLC3,636$45.7 萬
Coastwise Capital Group, LLC3,415$42.9 萬
WMS Partners, LLC3,009$37.8 萬
Meridian Wealth Partners, LLC2,949$37.1 萬
Taika Capital, LP2,945$37.0 萬
Breakthru Advisory Services, LLC2,840$35.7 萬
O'Neil Global Advisors, Inc.2,842$35.7 萬
Objective Capital Management, LLC2,832$35.6 萬
Invenio Wealth Partners LLC2,822$35.5 萬
Proequities, Inc.2,543$34.6 萬
Fortis Group Advisors, LLC2,744$34.5 萬
Paulson Wealth Management Inc.2,727$34.3 萬
XML Financial, LLC2,612$32.8 萬
Davy Global Fund Management Ltd2,522$31.7 萬
World Equity Group, Inc.2,524$31.6 萬
Spartan Planning & Wealth Management2,480$31.2 萬
Hall Capital Management Co Inc2,426$30.5 萬
Sutton Place Investors LLC2,324$29.2 萬
Summit Global Investments2,144$27.0 萬
FCG Investment Co2,125$26.7 萬
Chung Wu Investment Group, LLC2,100$26.4 萬
American Trust2,006$25.2 萬
Marathon Capital Management1,998$25.1 萬
Keudell/Morrison Wealth Management1,998$25.1 萬
Pinkerton Retirement Specialists, LLC1,961$24.7 萬
Fox Run Management, L.L.C.1,934$24.3 萬
MBL Wealth, LLC1,863$23.4 萬
Oxford Financial Group Ltd1,846$23.2 萬
Safeguard Financial, LLC1,831$23.0 萬
First Affirmative Financial Network1,811$22.8 萬
Investment House LLC1,800$22.6 萬
Leo Wealth, LLC1,797$22.6 萬
Colonial River Wealth Management, LLC1,793$22.5 萬
CTC Alternative Strategies, Ltd.1,788$22.5 萬
Westmount Partners, LLC1,749$22.0 萬
Carnegie Capital Asset Management, LLC1,731$21.8 萬
SFMG, LLC1,711$21.5 萬
Aries Wealth Management1,708$21.5 萬
Wealth Group, Ltd.1,704$21.4 萬
Brave Asset Management Inc1,700$21.4 萬
Noesis Capital Mangement Corp1,698$21.3 萬
NTV Asset Management LLC1,692$21.3 萬
McAdam, LLC1,691$21.3 萬
WP Advisors, LLC1,688$21.2 萬
D'Orazio & Associates, Inc.1,679$21.1 萬
Schrum Private Wealth Management LLC1,677$21.1 萬

尚未申報 2025 年第 1 季的機構（31 家）

2024 年第 4 季季末持有 Morgan Stanley、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 MS、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC5,478,758$6.89 億
Swedbank AB832,979$1.05 億
Edge Capital Group, LLC183,748$2,310 萬
Madison Investment Advisors, LLC166,706$2,096 萬
Avitas Wealth Management LLC79,237$996.2 萬
Geller Advisors LLC55,388$696.3 萬
Zions Bancorporation, N.A.37,728$474.3 萬
Lake Street Advisors Group, LLC35,185$442.3 萬
Wetherby Asset Management Inc30,851$387.9 萬
Vise Technologies, Inc.30,740$386.5 萬
Stenger Family Office, LLC27,596$346.9 萬
HTLF Bank22,728$285.7 萬
Ashburton (Jersey) Ltd17,005$213.8 萬
Global Retirement Partners, LLC14,844$186.6 萬
Mosley Wealth Management11,291$156.6 萬
Lakeview Capital Partners, LLC9,692$121.9 萬
Private Portfolio Partners LLC8,712$109.5 萬
Boston Financial Mangement LLC8,203$103.1 萬
Strategic Wealth Partners, Ltd.5,184$70.9 萬
Private Capital Management LLC4,113$51.7 萬
Cornerstone Planning, LLC2,308$29.0 萬
SignalPoint Asset Management, LLC2,047$25.7 萬
Kolinsky Wealth Management, LLC1,952$24.5 萬
TrinityPoint Wealth, LLC1,763$22.2 萬
Wintrust Investments LLC773$9.70 萬
WR Wealth Planners, LLC410$5.16 萬
Hilltop National Bank259$3.26 萬
RE Dickinson Investment Advisors, LLC138$1.73 萬
Cassady Schiller Wealth Management, LLC59$7,417
Householder Group Estate & Retirement Specialist, LLC46$5,000
Legacy Investment Solutions, LLC4$560