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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 3,676 | $42.9 萬 | 0.11% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 3,728 | $43.0 萬 | 0.05% | −373−9.1% | 減碼 |
| JGP Wealth Management, LLC | 3,686 | $43.0 萬 | 0.06% | +290+8.5% | 加碼 |
| Advyzon Investment Management, LLC | 3,688 | $43.0 萬 | 0.15% | −510−12.1% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 3,744 | $43.6 萬 | 0.21% | −1,051−21.9% | 減碼 |
| Frisch Financial Group, Inc. | 3,740 | $43.6 萬 | 0.12% | +48+1.3% | 加碼 |
| Inspirion Wealth Advisors, LLC | 3,738 | $43.6 萬 | 0.06% | +3,738 | 新進 |
| Cary Street Partner Investment Advisory LLC | 3,740 | $43.6 萬 | 0.25% | +208+5.9% | 加碼 |
| Aprio Wealth Management, LLC | 3,743 | $43.7 萬 | 0.05% | −250−6.3% | 減碼 |
| Advisor Resource Council | 3,896 | $43.7 萬 | 0.04% | +3,896 | 新進 |
| Missouri Trust & Investment Co | 3,750 | $43.8 萬 | 0.15% | 00.0% | 不變 |
| Bank of Hawaii | 3,773 | $44.0 萬 | 0.03% | −1,176−23.8% | 減碼 |
| Signal Advisors Wealth, LLC | 3,777 | $44.1 萬 | 0.04% | +1,837+94.7% | 加碼 |
| Jacobi Capital Management LLC | 3,781 | $44.1 萬 | 0.03% | +16+0.4% | 加碼 |
| Bullock Wealth Management Group | 3,811 | $44.1 萬 | 0.25% | +31+0.8% | 加碼 |
| Bolthouse Investments, LLC | 3,785 | $44.2 萬 | 0.46% | 00.0% | 不變 |
| OneAscent Family Office, LLC | 3,788 | $44.2 萬 | 0.41% | +1,856+96.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,789 | $44.2 萬 | 0.01% | +286+8.2% | 加碼 |
| Marino, Stram & Associates LLC | 3,789 | $44.2 萬 | 0.10% | +10.0% | 加碼 |
| Northstar Advisory Group, LLC | 3,801 | $44.3 萬 | 0.29% | +3,801 | 新進 |
| Cetera Trust Company, N.A | 3,804 | $44.4 萬 | 0.28% | 00.0% | 不變 |
| Good Steward Wealth Advisors,LLC | 3,808 | $44.4 萬 | 0.40% | +3,808 | 新進 |
| Opinicus Capital, Inc. | 3,813 | $44.5 萬 | 0.39% | +653+20.7% | 加碼 |
| Crews Bank & Trust | 3,822 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 3,825 | $44.6 萬 | 0.03% | +1,292+51.0% | 加碼 |
| First American Trust, FSB | 3,833 | $44.7 萬 | 0.04% | −1,371−26.3% | 減碼 |
| RMR Wealth Builders | 3,843 | $44.8 萬 | 0.05% | −291−7.0% | 減碼 |
| Amica Retiree Medical Trust | 3,850 | $44.9 萬 | 0.69% | −3,472−47.4% | 減碼 |
| Integrity Alliance, LLC. | 3,850 | $44.9 萬 | 0.02% | +3,850 | 新進 |
| Bank of Nova Scotia Trust Co | 3,857 | $45.0 萬 | 0.05% | −57−1.5% | 減碼 |
| Amplius Wealth Advisors, LLC | 3,861 | $45.0 萬 | 0.05% | +8+0.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 3,866 | $45.1 萬 | 0.14% | +94+2.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 3,871 | $45.2 萬 | 0.04% | +500+14.8% | 加碼 |
| SOL Capital Management CO | 3,875 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,943 | $45.5 萬 | 0.07% | −6−0.2% | 減碼 |
| Allen Capital Group, LLC | 3,906 | $45.6 萬 | 0.05% | +156+4.2% | 加碼 |
| Continuum Advisory, LLC | 3,910 | $45.6 萬 | 0.06% | +272+7.5% | 加碼 |
| Broyhill Asset Management | 3,915 | $45.7 萬 | 0.37% | +248+6.8% | 加碼 |
| One Capital Management, LLC | 3,944 | $46.0 萬 | 0.02% | +295+8.1% | 加碼 |
| Quotient Wealth Partners, LLC | 3,972 | $46.3 萬 | 0.01% | +75+1.9% | 加碼 |
| YANKCOM Partnership | 3,987 | $46.5 萬 | 0.26% | +107+2.8% | 加碼 |
| OneAscent Financial Services LLC | 4,024 | $46.6 萬 | 0.03% | +4,024 | 新進 |
| Freestone Capital Holdings, LLC | 4,012 | $46.8 萬 | 0.02% | +255+6.8% | 加碼 |
| Souders Financial Advisors | 4,019 | $46.9 萬 | 0.07% | +1,520+60.8% | 加碼 |
| TFR Capital, LLC. | 4,023 | $46.9 萬 | 0.20% | +4,023 | 新進 |
| Allen Investment Management LLC | 4,034 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| Cromwell Holdings LLC | 4,034 | $47.1 萬 | 0.30% | 00.0% | 不變 |
| Calton & Associates, Inc. | 4,040 | $47.1 萬 | 0.11% | −498−11.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,049 | $47.3 萬 | 0.00% | +1,754+76.4% | 加碼 |
| Shepherd Financial Partners LLC | 4,052 | $47.3 萬 | 0.06% | +303+8.1% | 加碼 |
| X-Square Capital, LLC | 4,064 | $47.4 萬 | 0.20% | +10.0% | 加碼 |
| Jackson Wealth Management, LLC | 4,060 | $47.4 萬 | 0.06% | +4,060 | 新進 |
| Silvia McColl Wealth Management, LLC | 4,071 | $47.5 萬 | 0.36% | −488−10.7% | 減碼 |
| St Germain D J Co Inc | 4,074 | $47.5 萬 | 0.02% | +254+6.6% | 加碼 |
| Riverwater Partners LLC | 4,082 | $47.6 萬 | 0.24% | +169+4.3% | 加碼 |
| Park National Corp | 4,091 | $47.7 萬 | 0.02% | −10.0% | 減碼 |
| Constitution Capital LLC | 4,100 | $47.8 萬 | 0.26% | +1,800+78.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,101 | $47.8 萬 | 0.04% | +297+7.8% | 加碼 |
| Park Edge Advisors, LLC | 4,117 | $48.0 萬 | 0.13% | +1,596+63.3% | 加碼 |
| J2 Capital Management Inc | 4,121 | $48.1 萬 | 0.44% | −29−0.7% | 減碼 |
| Valmark Advisers, Inc. | 4,124 | $48.1 萬 | 0.01% | +197+5.0% | 加碼 |
| Holderness Investments Co | 4,132 | $48.2 萬 | 0.11% | −34−0.8% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $48.2 萬 | 0.28% | 00.0% | 不變 |
| Fielder Capital Group LLC | 4,160 | $48.5 萬 | 0.14% | −1,591−27.7% | 減碼 |
| Baker Avenue Asset Management, LP | 4,161 | $48.5 萬 | 0.02% | +985+31.0% | 加碼 |
| Providence First Trust Co | 4,169 | $48.6 萬 | 0.20% | −119−2.8% | 減碼 |
| Rosenberg Matthew Hamilton | 4,174 | $48.7 萬 | 0.12% | +209+5.3% | 加碼 |
| Hudock, Inc. | 4,189 | $48.9 萬 | 0.09% | −81−1.9% | 減碼 |
| Integrated Quantitative Investments LLC | 4,200 | $49.0 萬 | 0.24% | +4,200 | 新進 |
| Humankind Investments LLC | 4,207 | $49.1 萬 | 0.13% | +106+2.6% | 加碼 |
| 3Chopt Investment Partners, LLC | 4,209 | $49.1 萬 | 0.13% | +4,209 | 新進 |
| Ashford Capital Management Inc | 4,210 | $49.1 萬 | 0.06% | +4,210 | 新進 |
| Millennium Capital Advisors, LLC | 4,211 | $49.1 萬 | 0.36% | +76+1.8% | 加碼 |
| KKM Financial LLC | 4,140 | $49.2 萬 | 0.21% | −55−1.3% | 減碼 |
| MCF Advisors LLC | 4,220 | $49.2 萬 | 0.04% | −53−1.2% | 減碼 |
| Salzhauer Michael | 4,225 | $49.3 萬 | 0.30% | 00.0% | 不變 |
| Apriem Advisors | 4,240 | $49.5 萬 | 0.06% | −131−3.0% | 減碼 |
| Topsail Wealth Management, LLC | 4,256 | $49.7 萬 | 0.10% | +228+5.7% | 加碼 |
| Bay Capital Advisors, LLC | 4,258 | $49.7 萬 | 0.41% | −156−3.5% | 減碼 |
| Knollwood Investment Advisory, LLC | 4,258 | $49.7 萬 | 0.05% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 4,279 | $49.9 萬 | 0.01% | +1,410+49.1% | 加碼 |
| IPG Investment Advisors LLC | 4,300 | $50.2 萬 | 0.11% | −75−1.7% | 減碼 |
| Webster Bank, N. A. | 4,323 | $50.4 萬 | 0.06% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 4,330 | $50.5 萬 | 1.91% | −66,368−93.9% | 減碼 |
| Code Waechter LLC | 4,330 | $50.5 萬 | 0.42% | +1,207+38.6% | 加碼 |
| Roundview Capital LLC | 4,335 | $50.6 萬 | 0.04% | +137+3.3% | 加碼 |
| GFG Capital, LLC | 4,347 | $50.7 萬 | 0.16% | −16−0.4% | 減碼 |
| Tributary Capital Management, LLC | 4,385 | $51.2 萬 | 0.04% | −1,160−20.9% | 減碼 |
| N.E.W. Advisory Services LLC | 4,398 | $51.3 萬 | 0.04% | +1,727+64.7% | 加碼 |
| Hillsdale Investment Management Inc. | 4,400 | $51.3 萬 | 0.03% | +4,400 | 新進 |
| Impact Capital Partners LLC | 4,403 | $51.4 萬 | 0.19% | −3,182−42.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,406 | $51.4 萬 | 0.02% | +121+2.8% | 加碼 |
| Gitterman Wealth Management, LLC | 4,408 | $51.5 萬 | 0.14% | +2,035+85.8% | 加碼 |
| DGS Capital Management, LLC | 4,426 | $51.6 萬 | 0.14% | +18+0.4% | 加碼 |
| BankPlus Trust Department | 4,429 | $51.7 萬 | 0.17% | +232+5.5% | 加碼 |
| Catherine Avery Investment Management LLC | 4,437 | $51.8 萬 | 0.46% | −22,288−83.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,480 | $52.3 萬 | 0.03% | +168+3.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 4,488 | $52.4 萬 | 0.04% | +204+4.8% | 加碼 |
| Powell Investment Advisors, LLC | 4,489 | $52.4 萬 | 0.26% | +29+0.7% | 加碼 |
| United Bank | 4,500 | $52.5 萬 | 0.07% | +2,500+125.0% | 加碼 |