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 |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | 9,153 | $106.8 萬 | 0.03% | −1,091−10.7% | 減碼 |
| Portside Wealth Group, LLC | 9,155 | $106.8 萬 | 0.17% | +600+7.0% | 加碼 |
| IFP Advisors, Inc | 9,193 | $107.2 萬 | 0.03% | +1,470+19.0% | 加碼 |
| TRUE Private Wealth Advisors | 9,213 | $107.5 萬 | 0.13% | +1,032+12.6% | 加碼 |
| Busey Wealth Management | 9,284 | $108.3 萬 | 0.04% | +513+5.8% | 加碼 |
| Bank of Jackson Hole Trust | 8,202 | $109.2 萬 | 0.71% | −374−4.4% | 減碼 |
| FourThought Financial Partners, LLC | 9,359 | $109.2 萬 | 0.11% | −590−5.9% | 減碼 |
| Moment Partners, LLC | 9,367 | $109.3 萬 | 0.22% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 9,396 | $109.6 萬 | 0.06% | −1,716−15.4% | 減碼 |
| Atlas Legacy Advisors, LLC | 9,399 | $109.7 萬 | 0.28% | −6−0.1% | 減碼 |
| W Advisors, LLC | 9,450 | $110.3 萬 | 0.69% | +87+0.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,527 | $111.1 萬 | 0.17% | −545−5.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 9,538 | $111.3 萬 | 0.15% | −1,844−16.2% | 減碼 |
| Independent Financial Group, LLC | 9,543 | $111.3 萬 | 0.04% | −2,018−17.5% | 減碼 |
| KLCM Advisors, Inc. | 9,557 | $111.5 萬 | 0.13% | −176−1.8% | 減碼 |
| Arkadios Wealth Advisors | 9,567 | $111.6 萬 | 0.04% | +3,134+48.7% | 加碼 |
| Investors Research Corp | 9,583 | $111.8 萬 | 0.24% | +33+0.3% | 加碼 |
| Armis Advisers, LLC | 9,732 | $112.3 萬 | 0.10% | +9,732 | 新進 |
| Legacy Bridge, LLC | 9,658 | $112.7 萬 | 0.63% | 00.0% | 不變 |
| BNP Paribas | 9,676 | $112.9 萬 | 0.05% | +1,128+13.2% | 加碼 |
| Net Worth Advisory Group | 9,759 | $113.9 萬 | 0.36% | +1,568+19.1% | 加碼 |
| Trust Point Inc. | 9,812 | $114.5 萬 | 0.10% | −1,442−12.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 9,852 | $114.9 萬 | 0.02% | +9,764+11,095.5% | 加碼 |
| Gallagher Capital Advisors, LLC | 9,899 | $115.5 萬 | 0.88% | +394+4.1% | 加碼 |
| Fort Point Capital Partners LLC | 9,929 | $115.8 萬 | 0.13% | +18+0.2% | 加碼 |
| Ascent Group, LLC | 9,938 | $115.9 萬 | 0.05% | +6,809+217.6% | 加碼 |
| Buckley Wealth Management, LLC | 9,985 | $116.5 萬 | 0.36% | +200+2.0% | 加碼 |
| Avalon Trust Co | 10,000 | $116.7 萬 | 0.09% | −1,000−9.1% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $116.7 萬 | 0.02% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 10,061 | $117.4 萬 | 1.03% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 10,105 | $117.9 萬 | 0.24% | −151−1.5% | 減碼 |
| Caption Management, LLC | 10,200 | $119.0 萬 | 0.05% | +10,200 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 10,211 | $119.1 萬 | 0.05% | −3,339−24.6% | 減碼 |
| Lee Financial Co | 10,310 | $120.3 萬 | 0.18% | −1,481−12.6% | 減碼 |
| Peoples Financial Services Corp. | 10,315 | $120.3 萬 | 0.58% | −500−4.6% | 減碼 |
| Dakota Wealth Management | 10,555 | $123.1 萬 | 0.03% | −20−0.2% | 減碼 |
| 111 Capital | 10,571 | $123.3 萬 | 0.24% | +10,571 | 新進 |
| Cape Ann Savings Bank | 10,582 | $123.5 萬 | 0.77% | −20−0.2% | 減碼 |
| Financial Engines Advisors L.L.C. | 10,594 | $123.6 萬 | 0.00% | +63+0.6% | 加碼 |
| CFM Wealth Partners LLC | 10,642 | $124.2 萬 | 0.22% | +98+0.9% | 加碼 |
| Avidian Wealth Solutions, LLC | 10,644 | $124.2 萬 | 0.06% | +274+2.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 10,648 | $124.2 萬 | 0.02% | +667+6.7% | 加碼 |
| First Horizon Advisors, Inc. | 10,662 | $124.4 萬 | 0.04% | +66+0.6% | 加碼 |
| Mork Capital Management, LLC | 10,670 | $124.5 萬 | 0.98% | 00.0% | 不變 |
| Washington Trust Co | 10,714 | $125.0 萬 | 0.05% | −271−2.5% | 減碼 |
| Carmel Capital Partners, LLC | 10,754 | $125.5 萬 | 0.49% | +1,473+15.9% | 加碼 |
| Centaurus Financial, Inc. | 10,782 | $125.8 萬 | 0.08% | +1,967+22.3% | 加碼 |
| CenterBook Partners LP | 10,872 | $126.8 萬 | 0.08% | +10,872 | 新進 |
| Vestmark Advisory Solutions, Inc. | 10,898 | $127.1 萬 | 0.03% | +3,416+45.7% | 加碼 |
| Zullo Investment Group, Inc. | 10,905 | $127.2 萬 | 0.55% | −48−0.4% | 減碼 |
| KPP Advisory Services LLC | 10,953 | $127.8 萬 | 0.24% | +2,921+36.4% | 加碼 |
| Choate Investment Advisors | 10,995 | $128.3 萬 | 0.03% | −34−0.3% | 減碼 |
| Dempze Nancy E | 11,000 | $128.3 萬 | 0.77% | −4,000−26.7% | 減碼 |
| Schechter Investment Advisors, LLC | 11,001 | $128.3 萬 | 0.11% | −2,828−20.4% | 減碼 |
| GTS Securities LLC | 11,026 | $128.6 萬 | 0.06% | −64−0.6% | 減碼 |
| Delta Asset Management LLC | 11,102 | $129.5 萬 | 0.12% | 00.0% | 不變 |
| Advisors Preferred, LLC | 11,300 | $130.8 萬 | 0.18% | +11,300 | 新進 |
| Mutual Advisors, LLC | 11,328 | $131.4 萬 | 0.04% | +515+4.8% | 加碼 |
| Parcion Private Wealth LLC | 11,271 | $131.5 萬 | 0.11% | +69+0.6% | 加碼 |
| Longfellow Investment Management Co LLC | 11,299 | $131.8 萬 | 0.32% | +2,240+24.7% | 加碼 |
| Beverly Hills Private Wealth, LLC | 11,344 | $132.4 萬 | 0.26% | −6,030−34.7% | 減碼 |
| Worth Asset Management, LLC | 11,390 | $132.9 萬 | 0.73% | −526−4.4% | 減碼 |
| Ar Asset Management Inc | 11,400 | $133.0 萬 | 0.30% | 00.0% | 不變 |
| Twin Capital Management Inc | 11,467 | $133.8 萬 | 0.16% | +5,210+83.3% | 加碼 |
| Wedmont Private Capital | 12,398 | $134.0 萬 | 0.07% | +426+3.6% | 加碼 |
| Berkshire Asset Management LLC | 11,342 | $135.2 萬 | 0.06% | −111−1.0% | 減碼 |
| Cigna Investments Inc | 11,605 | $135.4 萬 | 0.25% | −396−3.3% | 減碼 |
| Chemung Canal Trust Co | 11,629 | $135.7 萬 | 0.30% | −367−3.1% | 減碼 |
| Delphi Management Inc | 11,631 | $135.7 萬 | 1.38% | −448−3.7% | 減碼 |
| Principle Wealth Partners LLC | 11,640 | $135.8 萬 | 0.10% | +13+0.1% | 加碼 |
| LSV Asset Management | 11,696 | $136.5 萬 | 0.00% | +3,048+35.2% | 加碼 |
| Independence Bank of Kentucky | 11,734 | $136.9 萬 | 0.21% | −111−0.9% | 減碼 |
| ISAM Funds (UK) Ltd | 11,764 | $137.3 萬 | 0.68% | +11,764 | 新進 |
| Magnus Financial Group LLC | 11,811 | $137.8 萬 | 0.13% | −1,160−8.9% | 減碼 |
| Farther Finance Advisors, LLC | 11,912 | $137.9 萬 | 0.04% | +2,989+33.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,093 | $138.7 萬 | 0.04% | −656−5.1% | 減碼 |
| Resurgent Financial Advisors LLC | 11,905 | $138.9 萬 | 0.83% | +4,251+55.5% | 加碼 |
| SBI Securities Co., Ltd. | 11,941 | $139.3 萬 | 0.05% | +1,333+12.6% | 加碼 |
| Savvy Advisors, Inc. | 12,016 | $140.2 萬 | 0.14% | +460+4.0% | 加碼 |
| Parsons Capital Management Inc | 12,042 | $140.5 萬 | 0.08% | +388+3.3% | 加碼 |
| Trustmark National Bank Trust Department | 12,104 | $141.2 萬 | 0.10% | +2,023+20.1% | 加碼 |
| Viewpoint Capital Management LLC | 12,119 | $141.4 萬 | 0.76% | −200−1.6% | 減碼 |
| Mather Group, LLC. | 12,130 | $141.5 萬 | 0.02% | +804+7.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 12,172 | $142.0 萬 | 0.27% | +5,665+87.1% | 加碼 |
| Bard Financial Services, Inc. | 12,180 | $142.1 萬 | 0.17% | 00.0% | 不變 |
| VestGen Advisors, LLC | 12,277 | $143.2 萬 | 0.07% | +12,277 | 新進 |
| CBOE Vest Financial, LLC | 12,317 | $143.7 萬 | 0.02% | +5,217+73.5% | 加碼 |
| Clough Capital Partners L P | 12,428 | $145.0 萬 | 0.18% | −17,022−57.8% | 減碼 |
| First Bank & Trust | 12,464 | $145.4 萬 | 0.28% | −125−1.0% | 減碼 |
| Lansing Street Advisors | 12,500 | $145.8 萬 | 0.49% | +115+0.9% | 加碼 |
| Evelyn Partners Investment Management LLP | 12,515 | $146.0 萬 | 0.05% | −205−1.6% | 減碼 |
| Excalibur Management Corp | 12,527 | $146.2 萬 | 0.57% | −239−1.9% | 減碼 |
| Interchange Capital Partners, LLC | 12,575 | $146.7 萬 | 0.41% | +18+0.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $147.0 萬 | 0.46% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 12,639 | $147.5 萬 | 0.16% | +612+5.1% | 加碼 |
| Clarius Group, LLC | 12,644 | $147.5 萬 | 0.09% | −106−0.8% | 減碼 |
| Spire Wealth Management | 12,668 | $147.8 萬 | 0.05% | +1,010+8.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 12,700 | $148.2 萬 | 0.09% | −1,838−12.6% | 減碼 |
| Radnor Capital Management, LLC | 12,699 | $148.2 萬 | 0.25% | +70+0.6% | 加碼 |
| Donoghue Forlines LLC | 12,758 | $148.8 萬 | 0.47% | +475+3.9% | 加碼 |