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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 17,258 | $201.3 萬 | 0.23% | −11,471−39.9% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $202.1 萬 | 0.08% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 17,534 | $202.2 萬 | 0.03% | −115,443−86.8% | 減碼 |
| Koshinski Asset Management, Inc. | 17,392 | $202.9 萬 | 0.17% | −2,189−11.2% | 減碼 |
| King Luther Capital Management Corp | 17,529 | $204.5 萬 | 0.01% | −70−0.4% | 減碼 |
| Whittier Trust Co | 17,550 | $204.8 萬 | 0.03% | −29−0.2% | 減碼 |
| Oak Asset Management, LLC | 17,568 | $205.0 萬 | 0.75% | +450+2.6% | 加碼 |
| Strategic Advisors LLC | 17,648 | $205.9 萬 | 0.40% | −426−2.4% | 減碼 |
| Freedom Day Solutions, LLC | 17,709 | $206.6 萬 | 0.63% | −1,611−8.3% | 減碼 |
| Intrust Bank NA | 17,730 | $206.9 萬 | 0.20% | +982+5.9% | 加碼 |
| Chatham Capital Group, Inc. | 17,826 | $208.0 萬 | 0.35% | −2,045−10.3% | 減碼 |
| Hall Laurie J Trustee | 18,000 | $210.0 萬 | 0.75% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 18,008 | $210.1 萬 | 0.60% | +405+2.3% | 加碼 |
| Abbot Financial Management, Inc. | 18,075 | $210.9 萬 | 1.09% | −25−0.1% | 減碼 |
| Brown Brothers Harriman & Co | 18,123 | $211.4 萬 | 0.01% | −1,406−7.2% | 減碼 |
| Texas Yale Capital Corp. | 18,230 | $212.7 萬 | 0.09% | −6,690−26.8% | 減碼 |
| Brown Financial Advisors | 18,234 | $212.7 萬 | 0.88% | +2,612+16.7% | 加碼 |
| Insight Inv LLC | 18,378 | $214.4 萬 | 1.47% | +88+0.5% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 18,433 | $215.1 萬 | 0.13% | −145−0.8% | 減碼 |
| BOK Financial Private Wealth, Inc. | 18,507 | $215.9 萬 | 0.16% | −344−1.8% | 減碼 |
| Acropolis Investment Management, LLC | 18,552 | $216.4 萬 | 0.13% | −83−0.4% | 減碼 |
| AIA Group Ltd | 18,649 | $217.6 萬 | 0.05% | +6,204+49.9% | 加碼 |
| NewEdge Wealth, LLC | 18,735 | $218.6 萬 | 0.04% | +788+4.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18,825 | $219.6 萬 | 0.06% | −8,801−31.9% | 減碼 |
| Eisler Capital Management Ltd. | 18,951 | $221.1 萬 | 0.07% | +18,951 | 新進 |
| Shaker Investments LLC | 18,958 | $221.2 萬 | 1.07% | +18,958 | 新進 |
| Hudson Canyon Capital Management | 18,979 | $221.4 萬 | 1.56% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 786,814 | $221.7 萬 | 0.19% | +72,838+10.2% | 加碼 |
| Capital Investment Counsel, Inc | 19,108 | $222.9 萬 | 0.33% | +300+1.6% | 加碼 |
| PFG Investments, LLC | 19,345 | $225.7 萬 | 0.14% | −2,312−10.7% | 減碼 |
| Wakefield Asset Management LLLP | 19,382 | $226.1 萬 | 0.68% | +19,382 | 新進 |
| Fundamentun, LLC | 19,402 | $226.4 萬 | 0.12% | +442+2.3% | 加碼 |
| We Are One Seven, LLC | 19,433 | $226.7 萬 | 0.09% | −2,791−12.6% | 減碼 |
| Triglav Skladi, D.O.O. | 19,512 | $227.7 萬 | 0.19% | 00.0% | 不變 |
| Harvest Investment Advisors, LLC | 19,584 | $228.4 萬 | 1.65% | +25+0.1% | 加碼 |
| Pensionmark Financial Group, LLC | 19,616 | $228.9 萬 | 0.06% | +2,297+13.3% | 加碼 |
| Wolff Wiese Magana LLC | 19,701 | $229.9 萬 | 1.56% | +80.0% | 加碼 |
| NorthRock Partners, LLC | 19,786 | $230.8 萬 | 0.08% | +760+4.0% | 加碼 |
| Caldwell Trust Co | 19,838 | $231.4 萬 | 0.25% | −1,210−5.7% | 減碼 |
| Verition Fund Management LLC | 19,878 | $231.9 萬 | 0.01% | −43,206−68.5% | 減碼 |
| LGT Group Foundation | 19,937 | $232.6 萬 | 0.03% | +814+4.3% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 20,054 | $234.0 萬 | 0.83% | −416−2.0% | 減碼 |
| Baldwin Investment Management, LLC | 20,073 | $234.2 萬 | 0.28% | −730−3.5% | 減碼 |
| Point72 Europe (London) LLP | 20,200 | $235.7 萬 | 0.16% | +20,200 | 新進 |
| River Street Advisors LLC | 20,385 | $237.8 萬 | 1.18% | +2,991+17.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 20,571 | $240.0 萬 | 0.32% | +16,477+402.5% | 加碼 |
| Quantitative Investment Management, LLC | 20,639 | $240.7 萬 | 0.22% | +20,639 | 新進 |
| Hurley Capital, LLC | 20,672 | $241.2 萬 | 1.83% | −2,784−11.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,479 | $241.2 萬 | 0.02% | −3,018−12.3% | 減碼 |
| Werlinich Asset Management, LLC | 20,770 | $242.3 萬 | 1.54% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 20,969 | $244.6 萬 | 0.10% | −1,286−5.8% | 減碼 |
| Regions Financial Corp | 21,033 | $245.4 萬 | 0.02% | −177−0.8% | 減碼 |
| Brookstone Capital Management | 21,103 | $246.2 萬 | 0.04% | +13,349+172.2% | 加碼 |
| Concord Wealth Partners | 21,135 | $246.6 萬 | 0.40% | +8,561+68.1% | 加碼 |
| Asio Capital, LLC | 21,155 | $246.8 萬 | 0.48% | +488+2.4% | 加碼 |
| Cacti Asset Management LLC | 21,500 | $248.0 萬 | 0.20% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 21,464 | $250.4 萬 | 0.48% | −987−4.4% | 減碼 |
| Leavell Investment Management, Inc. | 21,579 | $251.8 萬 | 0.12% | −900−4.0% | 減碼 |
| Smith, Salley & Associates | 21,676 | $252.9 萬 | 0.17% | +737+3.5% | 加碼 |
| William B. Walkup & Associates, Inc. | 21,752 | $253.8 萬 | 1.55% | +120+0.6% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $254.3 萬 | 0.09% | 00.0% | 不變 |
| TCTC Holdings, LLC | 21,862 | $255.1 萬 | 0.09% | +452+2.1% | 加碼 |
| Am Investment Strategies LLC | 21,932 | $255.9 萬 | 0.62% | +1,114+5.4% | 加碼 |
| Sumitomo Life Insurance Co | 22,097 | $257.8 萬 | 0.09% | −319−1.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 22,158 | $258.5 萬 | 0.10% | −8,711−28.2% | 減碼 |
| Sowell Financial Services LLC | 22,323 | $260.4 萬 | 0.12% | +2,213+11.0% | 加碼 |
| IFG Advisory, LLC | 22,459 | $262.0 萬 | 0.15% | +1,846+9.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 22,488 | $262.4 萬 | 0.11% | −281−1.2% | 減碼 |
| KCM Investment Advisors LLC | 22,529 | $262.8 萬 | 0.09% | −630−2.7% | 減碼 |
| Stevens Capital Management LP | 22,607 | $263.8 萬 | 0.65% | +22,607 | 新進 |
| YHB Investment Advisors, Inc. | 22,720 | $265.1 萬 | 0.22% | +112+0.5% | 加碼 |
| Alaethes Wealth LLC | 22,722 | $265.1 萬 | 0.97% | +256+1.1% | 加碼 |
| Stance Capital LLC | 22,802 | $266.0 萬 | 1.97% | +22,796+379,933.3% | 加碼 |
| Pitcairn Co | 22,815 | $266.2 萬 | 0.16% | +36+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 22,982 | $268.1 萬 | 0.03% | −1,418−5.8% | 減碼 |
| Graphene Investments SAS | 23,000 | $268.3 萬 | 1.96% | +23,000 | 新進 |
| Capital Asset Advisory Services LLC | 22,508 | $268.4 萬 | 0.14% | −91−0.4% | 減碼 |
| Capital Investment Advisors, LLC | 23,121 | $269.8 萬 | 0.05% | +1,383+6.4% | 加碼 |
| Lipe & Dalton | 23,125 | $269.8 萬 | 1.51% | −2,537−9.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 23,125 | $269.8 萬 | 0.04% | −2,550−9.9% | 減碼 |
| Bouvel Investment Partners, LLC | 25,924 | $270.2 萬 | 1.03% | −687−2.6% | 減碼 |
| Paradigm Asset Management Co LLC | 23,200 | $270.7 萬 | 0.72% | 00.0% | 不變 |
| Two Sigma Investments, LP | 23,205 | $270.7 萬 | 0.01% | −95,742−80.5% | 減碼 |
| Vestcor Inc | 23,364 | $272.6 萬 | 0.09% | +897+4.0% | 加碼 |
| Concord Asset Management, LLC | 24,432 | $274.4 萬 | 0.60% | +12,560+105.8% | 加碼 |
| Arcus Capital Partners, LLC | 23,538 | $274.6 萬 | 1.10% | 00.0% | 不變 |
| GAMMA Investing LLC | 23,578 | $275.1 萬 | 0.21% | +1,426+6.4% | 加碼 |
| Meridian Wealth Management, LLC | 23,869 | $278.5 萬 | 0.13% | +6,092+34.3% | 加碼 |
| Transcend Wealth Collective, LLC | 24,087 | $281.0 萬 | 0.20% | −1,159−4.6% | 減碼 |
| Marvin & Palmer Associates Inc | 24,097 | $281.1 萬 | 4.20% | −30,280−55.7% | 減碼 |
| Glass Wealth Management Co LLC | 24,216 | $282.5 萬 | 1.70% | −3,132−11.5% | 減碼 |
| Caas Capital Management LP | 24,235 | $282.7 萬 | 1.34% | +18,385+314.3% | 加碼 |
| Mach-1 Financial Group, Inc. | 24,312 | $283.7 萬 | 0.85% | +19,508+406.1% | 加碼 |
| Financial Advisory Service, Inc. | 24,339 | $284.0 萬 | 0.23% | +1,093+4.7% | 加碼 |
| Group One Trading, L.P. | 24,361 | $284.2 萬 | 0.12% | +1,826+8.1% | 加碼 |
| Griffin Asset Management, Inc. | 24,413 | $284.8 萬 | 0.35% | +395+1.6% | 加碼 |
| True North Advisors, LLC | 24,423 | $284.9 萬 | 0.51% | −4,172−14.6% | 減碼 |
| Aigen Investment Management, LP | 24,479 | $285.6 萬 | 0.46% | +24,479 | 新進 |
| Northeast Investment Management | 24,582 | $286.8 萬 | 0.13% | +151+0.6% | 加碼 |
| MainStreet Investment Advisors LLC | 24,593 | $286.9 萬 | 0.42% | −762−3.0% | 減碼 |