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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 2,004 | $23.4 萬 | 0.12% | −168−7.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,014 | $23.5 萬 | 0.04% | −105−5.0% | 減碼 |
| Consolidated Portfolio Review Corp | 2,014 | $23.5 萬 | 0.04% | +2,014 | 新進 |
| WSFS Capital Management, LLC | 2,018 | $23.5 萬 | 0.01% | +143+7.6% | 加碼 |
| Mayfair Advisory Group, LLC | 2,027 | $23.6 萬 | 0.14% | −213−9.5% | 減碼 |
| Leeward Financial Partners, LLC | 2,029 | $23.7 萬 | 0.09% | +2,029 | 新進 |
| Leith Wheeler Investment Counsel Ltd. | 2,036 | $23.8 萬 | 0.02% | +2,036 | 新進 |
| BKM Wealth Management, LLC | 2,037 | $23.8 萬 | 0.10% | −10.0% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,045 | $23.9 萬 | 0.02% | −17−0.8% | 減碼 |
| LCNB Corp | 2,050 | $23.9 萬 | 0.09% | 00.0% | 不變 |
| Family Management Corp | 2,050 | $23.9 萬 | 0.04% | +100+5.1% | 加碼 |
| Ethos Financial Group, LLC | 1,903 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 2,053 | $24.0 萬 | 0.01% | +185+9.9% | 加碼 |
| North Star Asset Management Inc | 2,057 | $24.0 萬 | 0.01% | −20−1.0% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 2,058 | $24.0 萬 | 0.15% | −10.0% | 減碼 |
| SMART Wealth LLC | 2,062 | $24.1 萬 | 0.09% | +2,062 | 新進 |
| Investment Partners, Ltd. | 2,067 | $24.1 萬 | 0.10% | +3+0.1% | 加碼 |
| Brown Capital Management LLC | 2,069 | $24.1 萬 | 0.01% | −1,121−35.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 2,080 | $24.3 萬 | 0.08% | −3−0.1% | 減碼 |
| Vista Wealth Management Group, LLC | 2,083 | $24.3 萬 | 0.02% | +131+6.7% | 加碼 |
| First Business Financial Services, Inc. | 2,084 | $24.3 萬 | 0.02% | +322+18.3% | 加碼 |
| Glen Eagle Advisors, LLC | 2,089 | $24.4 萬 | 0.04% | −11−0.5% | 減碼 |
| Silverlake Wealth Management LLC | 2,093 | $24.4 萬 | 0.09% | +66+3.3% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,097 | $24.5 萬 | 0.03% | +5+0.2% | 加碼 |
| BancorpSouth Bank | 2,099 | $24.5 萬 | 0.02% | +163+8.4% | 加碼 |
| Virtus ETF Advisers LLC | 2,100 | $24.5 萬 | 0.16% | +2,100 | 新進 |
| Capital Advisors, Ltd. LLC | 2,116 | $24.7 萬 | 0.03% | +17+0.8% | 加碼 |
| Grimes & Company, Inc. | 2,126 | $24.8 萬 | 0.01% | +410+23.9% | 加碼 |
| Everett Harris & Co | 2,134 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Peak Planning Group, LLC | 2,135 | $24.9 萬 | 0.10% | 00.0% | 不變 |
| Macroview Investment Management LLC | 2,136 | $24.9 萬 | 0.23% | +25+1.2% | 加碼 |
| Gries Financial LLC | 2,139 | $25.0 萬 | 0.05% | −18,354−89.6% | 減碼 |
| Fairscale Capital, LLC | 2,145 | $25.0 萬 | 0.23% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 2,147 | $25.0 萬 | 0.02% | +213+11.0% | 加碼 |
| Naples Global Advisors, LLC | 2,148 | $25.1 萬 | 0.02% | +414+23.9% | 加碼 |
| Warther Private Wealth, LLC | 2,157 | $25.2 萬 | 0.08% | +42+2.0% | 加碼 |
| WealthShield Partners, LLC | 2,159 | $25.2 萬 | 0.03% | +2,159 | 新進 |
| Chicago Trust Co NA | 2,159 | $25.2 萬 | 0.04% | −44−2.0% | 減碼 |
| Welch Group, LLC | 2,187 | $25.2 萬 | 0.01% | −94−4.1% | 減碼 |
| Bangor Savings Bank | 2,165 | $25.3 萬 | 0.02% | −427−16.5% | 減碼 |
| Maripau Wealth Management LLC | 2,166 | $25.3 萬 | 0.15% | +2,166 | 新進 |
| Bouchey Financial Group Ltd | 2,167 | $25.3 萬 | 0.02% | −59−2.7% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,172 | $25.3 萬 | 0.09% | +2,172 | 新進 |
| Eagle Strategies LLC | 2,172 | $25.3 萬 | 0.04% | −331−13.2% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,174 | $25.4 萬 | 0.02% | −600−21.6% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,181 | $25.4 萬 | 0.00% | +1,870+601.3% | 加碼 |
| Tradition Wealth Management, LLC | 2,181 | $25.4 萬 | 0.02% | +279+14.7% | 加碼 |
| Elyxium Wealth, LLC | 2,187 | $25.5 萬 | 0.11% | +2,187 | 新進 |
| Sunflower Bank, N.A. | 2,194 | $25.6 萬 | 0.07% | −22−1.0% | 減碼 |
| Mosaic Financial Group, LLC | 2,194 | $25.6 萬 | 0.21% | −358−14.0% | 減碼 |
| Alteri Wealth LLC | 2,194 | $25.6 萬 | 0.11% | −231−9.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 2,203 | $25.7 萬 | 0.06% | −68−3.0% | 減碼 |
| Groesbeck Investment Management Corp | 2,200 | $25.7 萬 | 0.36% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 2,207 | $25.7 萬 | 0.14% | −8−0.4% | 減碼 |
| Monterey Private Wealth, Inc. | 2,207 | $25.7 萬 | 0.08% | 00.0% | 不變 |
| Jacobsen Capital Management | 2,212 | $25.8 萬 | 0.11% | +90+4.2% | 加碼 |
| Luts & Greenleigh Group, Inc | 2,215 | $25.8 萬 | 0.26% | +26+1.2% | 加碼 |
| Hemington Wealth Management | 2,220 | $25.9 萬 | 0.04% | +78+3.6% | 加碼 |
| May Hill Capital, LLC | 2,224 | $26.0 萬 | 0.10% | +19+0.9% | 加碼 |
| Capula Management Ltd | 2,232 | $26.0 萬 | 0.00% | +1,605+256.0% | 加碼 |
| Genesis Private Wealth, LLC | 2,234 | $26.1 萬 | 0.14% | −401−15.2% | 減碼 |
| MJP Associates Inc | 2,245 | $26.2 萬 | 0.05% | +23+1.0% | 加碼 |
| Maxele Advisors, LLC | 2,245 | $26.2 萬 | 0.25% | −30−1.3% | 減碼 |
| FDx Advisors, Inc. | 2,247 | $26.2 萬 | 0.09% | −332−12.9% | 減碼 |
| Wedge Capital Management L L P | 2,260 | $26.4 萬 | 0.01% | +284+14.4% | 加碼 |
| Veracity Capital LLC | 2,266 | $26.4 萬 | 0.10% | −436−16.1% | 減碼 |
| Central Bank & Trust Co | 2,267 | $26.4 萬 | 0.04% | −76−3.2% | 減碼 |
| SLT Holdings LLC | 2,284 | $26.6 萬 | 0.25% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 2,289 | $26.7 萬 | 0.11% | +428+23.0% | 加碼 |
| Means Investment Co., Inc. | 2,290 | $26.7 萬 | 0.03% | −31−1.3% | 減碼 |
| True Link Financial Advisors, LLC | 2,294 | $26.8 萬 | 0.02% | +2,294 | 新進 |
| Northern Oak Wealth Management Inc | 2,295 | $26.8 萬 | 0.03% | −1,829−44.4% | 減碼 |
| Alta Wealth Advisors LLC | 2,299 | $26.8 萬 | 0.12% | +226+10.9% | 加碼 |
| Prairie Wealth Advisors, Inc. | 2,300 | $26.8 萬 | 0.13% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 2,311 | $27.0 萬 | 0.10% | −117−4.8% | 減碼 |
| Equitable Trust Co | 2,320 | $27.1 萬 | 0.01% | −287−11.0% | 減碼 |
| Pines Wealth Management, LLC | 2,701 | $27.1 萬 | 0.13% | −515−16.0% | 減碼 |
| Ariadne Wealth Management, LP | 2,209 | $27.1 萬 | 0.14% | −372−14.4% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 2,328 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 2,318 | $27.2 萬 | 0.21% | −12,795−84.7% | 減碼 |
| Primoris Wealth Advisors, LLC | 2,335 | $27.2 萬 | 0.21% | +30+1.3% | 加碼 |
| Rockingstone Advisors LLC | 2,335 | $27.2 萬 | 0.12% | +620+36.2% | 加碼 |
| Van Strum & Towne Inc. | 2,340 | $27.3 萬 | 0.09% | +2,340 | 新進 |
| Measured Wealth Private Client Group, LLC | 2,354 | $27.5 萬 | 0.09% | −1,832−43.8% | 減碼 |
| Global Strategic Investment Solutions, LLC | 2,359 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| New Hampshire Trust | 2,364 | $27.6 萬 | 0.06% | +174+7.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,364 | $27.6 萬 | 0.01% | +253+12.0% | 加碼 |
| Goldstream Capital Management Ltd | 2,377 | $27.7 萬 | 0.19% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 2,383 | $27.8 萬 | 0.03% | −230−8.8% | 減碼 |
| Accredited Investors Inc. | 2,394 | $27.9 萬 | 0.02% | +19+0.8% | 加碼 |
| Darden Wealth Group Inc | 2,396 | $28.0 萬 | 0.22% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 2,365 | $28.0 萬 | 0.03% | +396+20.1% | 加碼 |
| Firestone Capital Management | 2,400 | $28.0 萬 | 0.07% | +3+0.1% | 加碼 |
| Ellsworth Advisors, LLC | 2,406 | $28.1 萬 | 0.07% | −39−1.6% | 減碼 |
| TFB Advisors LLC | 2,411 | $28.1 萬 | 0.08% | −93−3.7% | 減碼 |
| BlueStem Wealth Partners, LLC | 2,414 | $28.2 萬 | 0.04% | +67+2.9% | 加碼 |
| Boston Trust Walden Corp | 2,423 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 2,429 | $28.3 萬 | 0.02% | −111−4.4% | 減碼 |
| Sachetta, LLC | 2,432 | $28.4 萬 | 0.12% | −28−1.1% | 減碼 |
| Prepared Retirement Institute LLC | 2,440 | $28.5 萬 | 0.18% | +3+0.1% | 加碼 |