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。
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 | 2,746 | $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 |
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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 6,941 | $80.9 萬 | 0.07% | −1,809−20.7% | 減碼 |
| Independent Investors Inc | 6,983 | $81.5 萬 | 0.17% | −500−6.7% | 減碼 |
| Eads & Heald Wealth Management | 7,057 | $82.3 萬 | 0.42% | −28−0.4% | 減碼 |
| Rothschild Investment LLC | 7,090 | $82.7 萬 | 0.06% | −880−11.0% | 減碼 |
| Fieldview Capital Management, LLC | 7,098 | $82.8 萬 | 0.12% | +7,098 | 新進 |
| Legacy Advisors, LLC | 7,113 | $83.0 萬 | 0.09% | +595+9.1% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 7,124 | $83.1 萬 | 0.43% | +924+14.9% | 加碼 |
| Graypoint LLC | 7,129 | $83.2 萬 | 0.05% | +72+1.0% | 加碼 |
| Hartford Funds Management Co LLC | 7,145 | $83.4 萬 | 0.08% | −724−9.2% | 減碼 |
| Two Sigma Securities, LLC | 7,177 | $83.7 萬 | 0.13% | +7,177 | 新進 |
| LexAurum Advisors, LLC | 7,179 | $83.8 萬 | 0.16% | −60−0.8% | 減碼 |
| Sage Mountain Advisors LLC | 7,200 | $84.0 萬 | 0.06% | +359+5.2% | 加碼 |
| North Star Investment Management Corp. | 7,204 | $84.1 萬 | 0.06% | 00.0% | 不變 |
| Csenge Advisory Group | 7,720 | $84.3 萬 | 0.05% | −410−5.0% | 減碼 |
| Cidel Asset Management Inc | 7,237 | $84.4 萬 | 0.06% | −591−7.5% | 減碼 |
| Fortitude Advisory Group L.L.C. | 7,857 | $84.7 萬 | 0.61% | +1,255+19.0% | 加碼 |
| Perpetual Ltd | 7,284 | $85.0 萬 | 0.01% | −268−3.5% | 減碼 |
| Clarendon Private LLC | 7,316 | $85.4 萬 | 0.90% | +218+3.1% | 加碼 |
| Adviser Investments LLC | 7,319 | $85.4 萬 | 0.01% | −386−5.0% | 減碼 |
| Bank of Stockton | 7,323 | $85.4 萬 | 0.27% | −296−3.9% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $86.0 萬 | 0.10% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 7,370 | $86.0 萬 | 0.07% | −829−10.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,386 | $86.2 萬 | 0.12% | +169+2.3% | 加碼 |
| Grove Bank & Trust | 7,418 | $86.5 萬 | 0.12% | +1,032+16.2% | 加碼 |
| Visionary Wealth Advisors | 7,423 | $86.6 萬 | 0.05% | +826+12.5% | 加碼 |
| Jamison Private Wealth Management, Inc. | 7,454 | $87.0 萬 | 0.13% | +891+13.6% | 加碼 |
| CVA Family Office, LLC | 7,496 | $87.5 萬 | 0.13% | +259+3.6% | 加碼 |
| Mark Asset Management LP | 7,500 | $87.5 萬 | 0.13% | +7,500 | 新進 |
| CMT Capital Markets Trading GmbH | 7,520 | $87.7 萬 | 0.36% | +7,520 | 新進 |
| Westover Capital Advisors, LLC | 7,530 | $87.9 萬 | 0.20% | 00.0% | 不變 |
| CX Institutional | 7,561 | $88.2 萬 | 0.03% | −43−0.6% | 減碼 |
| Bull Street Advisors, LLC | 7,575 | $88.4 萬 | 0.42% | −104−1.4% | 減碼 |
| Asset Dedication, LLC | 7,583 | $88.5 萬 | 0.07% | −783−9.4% | 減碼 |
| Hancock Whitney Corp | 7,587 | $88.5 萬 | 0.03% | +464+6.5% | 加碼 |
| Operose Advisors LLC | 7,607 | $88.8 萬 | 0.29% | +250+3.4% | 加碼 |
| Larson Financial Group LLC | 7,637 | $89.1 萬 | 0.04% | +3,355+78.4% | 加碼 |
| Charles Schwab Trust Co | 7,723 | $90.1 萬 | 0.08% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 7,755 | $90.5 萬 | 0.25% | +29+0.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,761 | $90.5 萬 | 0.05% | −943−10.8% | 減碼 |
| Twinbeech Capital LP | 7,766 | $90.6 萬 | 0.02% | +7,766 | 新進 |
| Cim Investment Mangement Inc | 7,773 | $90.7 萬 | 0.21% | −6−0.1% | 減碼 |
| Chicago Partners Investment Group LLC | 7,622 | $90.8 萬 | 0.03% | −357−4.5% | 減碼 |
| Mechanics Financial Corp | 7,788 | $90.9 萬 | 0.41% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 7,804 | $91.0 萬 | 0.02% | +1,565+25.1% | 加碼 |
| Corsair Capital Management, L.P. | 7,814 | $91.2 萬 | 0.23% | 00.0% | 不變 |
| US Asset Management LLC | 7,832 | $91.4 萬 | 0.87% | +2,020+34.8% | 加碼 |
| Good Life Advisors, LLC | 7,850 | $91.6 萬 | 0.06% | −506−6.1% | 減碼 |
| South Plains Financial, Inc. | 7,861 | $91.7 萬 | 0.72% | −221−2.7% | 減碼 |
| Virtu Financial LLC | 7,890 | $92.0 萬 | 0.05% | +7,890 | 新進 |
| Ausdal Financial Partners, Inc. | 7,912 | $92.3 萬 | 0.07% | +2,902+57.9% | 加碼 |
| Quest Partners LLC | 7,932 | $92.5 萬 | 0.10% | +6,022+315.3% | 加碼 |
| Advisors Capital Management, LLC | 7,938 | $92.6 萬 | 0.01% | −31−0.4% | 減碼 |
| TigerOak Management, L.L.C. | 7,942 | $92.7 萬 | 0.36% | 00.0% | 不變 |
| Berkshire Bank | 7,959 | $92.9 萬 | 0.23% | −349−4.2% | 減碼 |
| LGT Fund Management Co Ltd. | 7,999 | $93.3 萬 | 0.08% | +785+10.9% | 加碼 |
| Breakwater Capital Group | 8,000 | $93.3 萬 | 0.17% | +430+5.7% | 加碼 |
| Parkside Investments, LLC | 8,000 | $93.3 萬 | 0.14% | +2,000+33.3% | 加碼 |
| HM Payson & Co | 8,040 | $93.8 萬 | 0.02% | +783+10.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 8,053 | $94.0 萬 | 0.14% | +30+0.4% | 加碼 |
| Herold Advisors, Inc. | 8,062 | $94.1 萬 | 0.21% | −259−3.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,086 | $94.3 萬 | 0.24% | +1,212+17.6% | 加碼 |
| Genesee Capital Advisors, LLC | 8,090 | $94.4 萬 | 0.47% | +507+6.7% | 加碼 |
| Mission Wealth Management, LP | 8,093 | $94.4 萬 | 0.02% | +1,086+15.5% | 加碼 |
| Sage Rhino Capital LLC | 8,094 | $94.4 萬 | 0.22% | −143−1.7% | 減碼 |
| Warren Averett Asset Management, LLC | 8,128 | $94.8 萬 | 0.01% | +1,523+23.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 8,170 | $95.3 萬 | 0.18% | +1,280+18.6% | 加碼 |
| Old National Bancorp | 8,236 | $96.1 萬 | 0.03% | −736−8.2% | 減碼 |
| Proficio Capital Partners LLC | 8,237 | $96.1 萬 | 0.07% | −156−1.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 8,278 | $96.6 萬 | 0.02% | −282−3.3% | 減碼 |
| Terry L. Blaker | 8,327 | $97.2 萬 | 0.04% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 8,344 | $97.3 萬 | 0.12% | +85+1.0% | 加碼 |
| Orion Capital Management LLC | 8,390 | $97.9 萬 | 0.41% | −70−0.8% | 減碼 |
| Diversify Advisory Services, LLC | 8,460 | $98.3 萬 | 0.06% | −1,458−14.7% | 減碼 |
| Wedbush Securities Inc | 8,475 | $98.9 萬 | 0.04% | +1,872+28.4% | 加碼 |
| Gryphon Financial Partners LLC | 8,531 | $99.5 萬 | 0.14% | +1,861+27.9% | 加碼 |
| Credit Industriel Et Commercial | 8,547 | $99.7 萬 | 0.18% | +2,917+51.8% | 加碼 |
| New Vernon Investment Management LLC | 8,550 | $99.8 萬 | 1.33% | −19,074−69.0% | 減碼 |
| E&G Advisors, LP | 8,710 | $100.0 萬 | 0.28% | 00.0% | 不變 |
| Eastern Bank | 8,686 | $101.3 萬 | 0.02% | −19−0.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 9,454 | $101.9 萬 | 0.60% | +14+0.1% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 8,743 | $102.0 萬 | 0.09% | −965−9.9% | 減碼 |
| Strait & Sound Wealth Management LLC | 8,747 | $102.1 萬 | 0.47% | +2,945+50.8% | 加碼 |
| Buffington Mohr McNeal | 8,765 | $102.3 萬 | 0.20% | −2,675−23.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,809 | $102.8 萬 | 0.01% | +2,041+30.2% | 加碼 |
| Paladin Wealth, LLC | 8,834 | $103.1 萬 | 0.93% | +775+9.6% | 加碼 |
| bLong Financial, LLC | 8,859 | $103.4 萬 | 0.92% | −12−0.1% | 減碼 |
| Pennsylvania Capital Management Inc | 8,867 | $103.5 萬 | 0.38% | +49+0.6% | 加碼 |
| Aaron Wealth Advisors | 8,907 | $103.9 萬 | 0.12% | +146+1.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,933 | $104.2 萬 | 0.04% | +131+1.5% | 加碼 |
| Nilsine Partners, LLC | 8,964 | $104.6 萬 | 0.11% | −136−1.5% | 減碼 |
| Texas Capital Bancshares Inc | 8,970 | $104.7 萬 | 0.45% | −244−2.6% | 減碼 |
| LVW Advisors, LLC | 8,984 | $104.8 萬 | 0.13% | −1,976−18.0% | 減碼 |
| Modera Wealth Management, LLC | 8,988 | $104.9 萬 | 0.01% | −800−8.2% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,082 | $105.1 萬 | 0.08% | +953+11.7% | 加碼 |
| First Citizens Financial Corp | 9,024 | $105.3 萬 | 0.60% | +25+0.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,024 | $105.3 萬 | 0.54% | +11+0.1% | 加碼 |
| Verity & Verity, LLC | 9,063 | $105.7 萬 | 0.09% | −816−8.3% | 減碼 |
| Sienna Gestion | 9,346 | $106.0 萬 | 0.09% | 00.0% | 不變 |
| NCM Capital Management, LLC | 9,089 | $106.0 萬 | 0.48% | −500−5.2% | 減碼 |
| Triangle Securities Wealth Management | 9,099 | $106.2 萬 | 0.27% | −343−3.6% | 減碼 |