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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3,037 | $35.4 萬 | 0.01% | +354+13.2% | 加碼 |
| Grandfield & Dodd, LLC | 3,039 | $35.5 萬 | 0.02% | +4+0.1% | 加碼 |
| Manchester Financial Inc | 3,043 | $35.5 萬 | 0.08% | 00.0% | 不變 |
| Optas, LLC | 3,049 | $35.6 萬 | 0.06% | −2−0.1% | 減碼 |
| Five Oceans Advisors | 3,049 | $35.6 萬 | 0.17% | +28+0.9% | 加碼 |
| Waters Parkerson & Co., LLC | 3,050 | $35.6 萬 | 0.02% | +3,050 | 新進 |
| O'Rourke & Company, Inc | 3,051 | $35.6 萬 | 0.18% | +11+0.4% | 加碼 |
| SageView Advisory Group, LLC | 3,060 | $35.7 萬 | 0.02% | −3,875−55.9% | 減碼 |
| Sax Wealth Advisors, LLC | 3,062 | $35.7 萬 | 0.03% | +378+14.1% | 加碼 |
| Fulcrum Capital LLC | 3,066 | $35.8 萬 | 0.08% | +145+5.0% | 加碼 |
| Kathmere Capital Management, LLC | 3,066 | $35.8 萬 | 0.03% | +282+10.1% | 加碼 |
| Duncker Streett & Co Inc | 3,071 | $35.8 萬 | 0.07% | 00.0% | 不變 |
| Klingman & Associates, LLC | 3,076 | $35.9 萬 | 0.02% | +162+5.6% | 加碼 |
| Hobbs Group Advisors, LLC | 3,081 | $35.9 萬 | 0.14% | +6+0.2% | 加碼 |
| One Wealth Advisors, LLC | 3,085 | $36.0 萬 | 0.05% | +30+1.0% | 加碼 |
| PFG Advisors | 3,088 | $36.0 萬 | 0.02% | +582+23.2% | 加碼 |
| Callan Capital, LLC | 3,094 | $36.1 萬 | 0.03% | +894+40.6% | 加碼 |
| Associated Banc-Corp | 3,097 | $36.1 萬 | 0.01% | +238+8.3% | 加碼 |
| Clear Street Markets LLC | 3,100 | $36.2 萬 | 0.25% | +1,600+106.7% | 加碼 |
| Lockheed Martin Investment Management Co | 3,100 | $36.2 萬 | 0.01% | +3,100 | 新進 |
| Bedel Financial Consulting, Inc. | 3,057 | $36.2 萬 | 0.05% | +10.0% | 加碼 |
| Strategic Financial Concepts, LLC | 3,115 | $36.3 萬 | 0.07% | −1,498−32.5% | 減碼 |
| Ostrum Asset Management | 3,117 | $36.4 萬 | 0.02% | −83−2.6% | 減碼 |
| Waddell & Associates, LLC | 3,117 | $36.4 萬 | 0.04% | +5+0.2% | 加碼 |
| L.M. Kohn & Company | 3,121 | $36.4 萬 | 0.10% | −81−2.5% | 減碼 |
| Howard Financial Services, Ltd. | 3,125 | $36.5 萬 | 0.05% | −79−2.5% | 減碼 |
| Key Financial Inc | 3,129 | $36.5 萬 | 0.08% | +2+0.1% | 加碼 |
| Kingsman Wealth Management, Inc. | 3,131 | $36.5 萬 | 0.27% | +3,131 | 新進 |
| B&L Asset Management LLC | 3,142 | $36.7 萬 | 0.24% | +612+24.2% | 加碼 |
| Easterly Investment Partners LLC | 3,151 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 2,843 | $36.8 萬 | 0.19% | −180−6.0% | 減碼 |
| Prosperity Consulting Group, LLC | 3,160 | $36.9 萬 | 0.03% | +152+5.1% | 加碼 |
| Congress Park Capital LLC | 3,175 | $37.0 萬 | 0.14% | −150−4.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 3,180 | $37.1 萬 | 0.03% | −119−3.6% | 減碼 |
| Avantax Planning Partners, Inc. | 3,180 | $37.1 萬 | 0.01% | −53−1.6% | 減碼 |
| Diversified Enterprises, LLC | 3,200 | $37.3 萬 | 0.03% | +243+8.2% | 加碼 |
| Perfromance Wealth Partners, LLC | 3,201 | $37.3 萬 | 0.01% | +197+6.6% | 加碼 |
| Mason & Associates Inc | 3,202 | $37.4 萬 | 0.09% | +25+0.8% | 加碼 |
| Advisory Alpha, LLC | 3,209 | $37.4 萬 | 0.01% | +632+24.5% | 加碼 |
| AA Financial Advisors, LLC | 3,216 | $37.5 萬 | 0.09% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,113 | $37.5 萬 | 0.02% | +160+5.4% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,222 | $37.6 萬 | 0.16% | −103−3.1% | 減碼 |
| E Fund Management Co., Ltd. | 3,230 | $37.7 萬 | 0.02% | +159+5.2% | 加碼 |
| Founders Financial Alliance, LLC | 3,237 | $37.8 萬 | 0.09% | +1,349+71.5% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $37.8 萬 | 0.30% | 00.0% | 不變 |
| American National Bank | 3,240 | $37.8 萬 | 0.04% | +433+15.4% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 3,253 | $37.9 萬 | 0.01% | +71+2.2% | 加碼 |
| Soltis Investment Advisors LLC | 3,254 | $38.0 萬 | 0.03% | +18+0.6% | 加碼 |
| Proathlete Wealth Management LLC | 3,255 | $38.0 萬 | 0.14% | +12+0.4% | 加碼 |
| Onefund, LLC | 3,267 | $38.1 萬 | 0.39% | −37−1.1% | 減碼 |
| Central Pacific Bank - Trust Division | 3,274 | $38.2 萬 | 0.05% | −10,584−76.4% | 減碼 |
| Sentinus, LLC | 3,285 | $38.3 萬 | 0.11% | +237+7.8% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,290 | $38.4 萬 | 0.00% | −280−7.8% | 減碼 |
| Essex Savings Bank | 3,293 | $38.4 萬 | 0.09% | −100−2.9% | 減碼 |
| Pallas Capital Advisors LLC | 3,297 | $38.5 萬 | 0.02% | +272+9.0% | 加碼 |
| Castle Wealth Management LLC | 3,302 | $38.5 萬 | 0.15% | −281−7.8% | 減碼 |
| Zhang Financial LLC | 3,310 | $38.6 萬 | 0.02% | −292−8.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,319 | $38.7 萬 | 0.19% | −38−1.1% | 減碼 |
| Severin Investments, LLC | 3,333 | $38.9 萬 | 0.39% | +381+12.9% | 加碼 |
| XY Capital Ltd | 3,336 | $38.9 萬 | 0.26% | +2,130+176.6% | 加碼 |
| Focus Financial Network, Inc. | 3,337 | $38.9 萬 | 0.02% | +128+4.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,341 | $39.0 萬 | 0.04% | −109−3.2% | 減碼 |
| Quantum Financial Advisors, LLC | 3,342 | $39.0 萬 | 0.06% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 3,346 | $39.0 萬 | 0.01% | +63+1.9% | 加碼 |
| HBW Advisory Services LLC | 3,348 | $39.1 萬 | 0.06% | +878+35.5% | 加碼 |
| Aspiriant, LLC | 3,366 | $39.3 萬 | 0.01% | +405+13.7% | 加碼 |
| Waldron Private Wealth LLC | 3,390 | $39.6 萬 | 0.02% | −4,279−55.8% | 減碼 |
| Sapient Capital LLC | 3,396 | $39.6 萬 | 0.01% | −409−10.7% | 減碼 |
| Cohen & Steers, Inc. | 3,400 | $39.7 萬 | 0.00% | +395+13.1% | 加碼 |
| Community Bank of Raymore | 3,420 | $39.9 萬 | 0.32% | 00.0% | 不變 |
| Davidson Investment Advisors | 3,427 | $40.0 萬 | 0.02% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 3,431 | $40.0 萬 | 0.05% | +846+32.7% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,436 | $40.1 萬 | 0.07% | +1,096+46.8% | 加碼 |
| Nwam LLC | 3,448 | $40.2 萬 | 0.03% | −122−3.4% | 減碼 |
| Trueblood Wealth Management, LLC | 3,456 | $40.3 萬 | 0.19% | +376+12.2% | 加碼 |
| Journey Advisory Group, LLC | 3,458 | $40.3 萬 | 0.03% | −62−1.8% | 減碼 |
| Belpointe Asset Management LLC | 3,458 | $40.3 萬 | 0.02% | −4,012−53.7% | 減碼 |
| Cheviot Value Management, LLC | 3,375 | $40.4 萬 | 0.05% | +3,375 | 新進 |
| Sentry Investment Management LLC | 4,008 | $40.4 萬 | 0.27% | −1,197−23.0% | 減碼 |
| Allegheny Financial Group LTD | 3,477 | $40.6 萬 | 0.10% | +707+25.5% | 加碼 |
| West Family Investments, Inc. | 3,478 | $40.6 萬 | 0.15% | +529+17.9% | 加碼 |
| RVW Wealth, LLC | 3,479 | $40.6 萬 | 0.04% | +3,479 | 新進 |
| Roehl & Yi Investment Advisors, LLC | 3,487 | $40.7 萬 | 0.22% | +19+0.5% | 加碼 |
| Farmers National Bank | 3,521 | $41.1 萬 | 0.12% | −14−0.4% | 減碼 |
| Altus Wealth Group LLC | 3,531 | $41.2 萬 | 0.19% | +54+1.6% | 加碼 |
| Wealth Preservation Advisors, LLC | 3,574 | $41.7 萬 | 0.30% | +3,574 | 新進 |
| Richwood Investment Advisors, LLC | 3,576 | $41.7 萬 | 0.35% | −177−4.7% | 減碼 |
| Versant Capital Management, Inc | 3,579 | $41.8 萬 | 0.07% | +1,313+57.9% | 加碼 |
| Weiss Asset Management LP | 3,582 | $41.8 萬 | 0.01% | −240,463−98.5% | 減碼 |
| Manchester Capital Management LLC | 3,605 | $42.1 萬 | 0.05% | +192+5.6% | 加碼 |
| Wallace Advisory Group, LLC | 3,353 | $42.2 萬 | 0.29% | +27+0.8% | 加碼 |
| Tritonpoint Wealth, LLC | 3,616 | $42.2 萬 | 0.04% | +219+6.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,621 | $42.2 萬 | 0.19% | −200−5.2% | 減碼 |
| Omnia Family Wealth, LLC | 3,623 | $42.3 萬 | 0.18% | +483+15.4% | 加碼 |
| First Financial Bank - Trust Division | 3,641 | $42.5 萬 | 0.04% | +115+3.3% | 加碼 |
| Richard P Slaughter Associates Inc | 3,645 | $42.5 萬 | 0.10% | −18,026−83.2% | 減碼 |
| Wright Investors Service Inc | 3,656 | $42.7 萬 | 0.14% | −363−9.0% | 減碼 |
| Wellington Shields Capital Management, LLC | 3,657 | $42.7 萬 | 0.08% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,658 | $42.7 萬 | 0.06% | +200+5.8% | 加碼 |
| Journey Strategic Wealth LLC | 3,663 | $42.7 萬 | 0.01% | +334+10.0% | 加碼 |