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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 4,505 | $52.6 萬 | 0.20% | +22+0.5% | 加碼 |
| Teza Capital Management LLC | 4,508 | $52.6 萬 | 0.24% | −5,819−56.3% | 減碼 |
| CNB Bank | 4,511 | $52.6 萬 | 0.27% | −3−0.1% | 減碼 |
| Empower Advisory Group, LLC | 4,515 | $52.7 萬 | 0.00% | +582+14.8% | 加碼 |
| West Oak Capital, LLC | 4,515 | $52.7 萬 | 0.20% | 00.0% | 不變 |
| Payne Capital Management, LLC | 4,516 | $52.7 萬 | 0.22% | +315+7.5% | 加碼 |
| Smithfield Trust Co | 4,524 | $52.7 萬 | 0.03% | 00.0% | 不變 |
| Morse Asset Management, Inc | 4,524 | $52.8 萬 | 0.13% | +100+2.3% | 加碼 |
| Autumn Glory Partners, LLC | 4,535 | $52.9 萬 | 0.27% | −3,842−45.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 4,540 | $53.0 萬 | 0.34% | +2,120+87.6% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 4,543 | $53.0 萬 | 0.08% | −20.0% | 減碼 |
| Renaissance Investment Group LLC | 4,550 | $53.1 萬 | 0.13% | 00.0% | 不變 |
| Forte Capital LLC | 4,557 | $53.2 萬 | 0.06% | −128−2.7% | 減碼 |
| Ellevest, Inc. | 4,578 | $53.4 萬 | 0.04% | −146−3.1% | 減碼 |
| Ledyard National Bank | 4,591 | $53.6 萬 | 0.05% | +6+0.1% | 加碼 |
| Arista Wealth Management, LLC | 4,600 | $53.7 萬 | 0.13% | −215−4.5% | 減碼 |
| Insight 2811, Inc. | 4,611 | $53.8 萬 | 0.27% | −41−0.9% | 減碼 |
| Cable Hill Partners, LLC | 4,638 | $54.0 萬 | 0.05% | +79+1.7% | 加碼 |
| Arcataur Capital Management LLC | 4,627 | $54.0 萬 | 0.18% | −380−7.6% | 減碼 |
| Willner & Heller, LLC | 4,633 | $54.0 萬 | 0.50% | +31+0.7% | 加碼 |
| Graham Capital Management, L.P. | 4,649 | $54.2 萬 | 0.02% | +4,649 | 新進 |
| Fortem Financial Group, LLC | 4,658 | $54.3 萬 | 0.21% | +477+11.4% | 加碼 |
| Moors & Cabot, Inc. | 4,666 | $54.4 萬 | 0.03% | −61−1.3% | 減碼 |
| DT Investment Partners, LLC | 4,672 | $54.5 萬 | 0.05% | 00.0% | 不變 |
| Peoples Bank | 4,695 | $54.8 萬 | 0.36% | −275−5.5% | 減碼 |
| Beta Wealth Group, Inc. | 4,728 | $55.2 萬 | 0.20% | +202+4.5% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,731 | $55.2 萬 | 0.10% | +1,391+41.6% | 加碼 |
| DRW Securities, LLC | 4,736 | $55.3 萬 | 0.05% | −4,439−48.4% | 減碼 |
| Connecticut Wealth Management, LLC | 4,750 | $55.4 萬 | 0.03% | −47−1.0% | 減碼 |
| Evernest Financial Advisors, LLC | 4,777 | $55.7 萬 | 0.20% | −74−1.5% | 減碼 |
| Texas Bank & Trust Co | 4,784 | $55.8 萬 | 0.24% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,784 | $55.8 萬 | 0.05% | +512+12.0% | 加碼 |
| Orca Investment Management, LLC | 4,799 | $56.0 萬 | 0.56% | 00.0% | 不變 |
| Baron Wealth Management LLC | 4,810 | $56.1 萬 | 0.25% | +261+5.7% | 加碼 |
| Johnson & White Wealth Management, LLC | 4,847 | $56.5 萬 | 0.32% | +64+1.3% | 加碼 |
| Red Lighthouse Investment Management, LLC | 6,002 | $56.5 萬 | 0.23% | +367+6.5% | 加碼 |
| Register Financial Advisors LLC | 4,846 | $56.5 萬 | 0.29% | +20.0% | 加碼 |
| Coign Capital Advisors LLC | 4,852 | $56.6 萬 | 0.44% | −389−7.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| Garda Capital Partners LP | 4,869 | $56.8 萬 | 0.32% | +4,869 | 新進 |
| Gsa Capital Partners LLP | 4,891 | $57.1 萬 | 0.05% | −3,961−44.7% | 減碼 |
| Quilter Plc | 4,920 | $57.4 萬 | 0.01% | −4,675−48.7% | 減碼 |
| Pinnacle Bancorp, Inc. | 4,947 | $57.7 萬 | 0.19% | −455−8.4% | 減碼 |
| Angeles Wealth Management, LLC | 4,965 | $57.9 萬 | 0.05% | +524+11.8% | 加碼 |
| De Lisle Partners LLP | 5,000 | $58.3 萬 | 0.10% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,022 | $58.6 萬 | 0.05% | −1,134−18.4% | 減碼 |
| Cooper Financial Group | 5,027 | $58.7 萬 | 0.08% | +1,259+33.4% | 加碼 |
| Addison Advisors LLC | 5,050 | $58.9 萬 | 0.16% | +12+0.2% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $59.0 萬 | 0.67% | 00.0% | 不變 |
| First Dallas Securities Inc. | 5,062 | $59.1 萬 | 0.25% | 00.0% | 不變 |
| First County Bank | 5,068 | $59.1 萬 | 0.33% | −172−3.3% | 減碼 |
| Strategic Financial Services, Inc, | 5,082 | $59.3 萬 | 0.03% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 5,085 | $59.3 萬 | 0.04% | +3+0.1% | 加碼 |
| Northeast Financial Consultants Inc | 5,085 | $59.3 萬 | 0.03% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 5,100 | $59.5 萬 | 0.45% | −2,000−28.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,105 | $59.6 萬 | 0.05% | −657−11.4% | 減碼 |
| Great Lakes Advisors, LLC | 5,106 | $59.6 萬 | 0.01% | +609+13.5% | 加碼 |
| BKD Wealth Advisors, LLC | 5,108 | $59.6 萬 | 0.01% | −10.0% | 減碼 |
| Childress Capital Advisors, LLC | 5,124 | $59.8 萬 | 0.17% | +510+11.1% | 加碼 |
| Rogco, LP | 5,124 | $59.8 萬 | 0.24% | −25−0.5% | 減碼 |
| Bell Bank | 5,133 | $59.9 萬 | 0.03% | −194−3.6% | 減碼 |
| SlateStone Wealth, LLC | 5,135 | $59.9 萬 | 0.06% | −287−5.3% | 減碼 |
| Gibraltar Capital Management, Inc. | 5,146 | $60.0 萬 | 0.13% | −5,689−52.5% | 減碼 |
| Vivaldi Capital Management, LLC | 5,160 | $60.2 萬 | 0.10% | +64+1.3% | 加碼 |
| Wealth Effects LLC | 5,175 | $60.4 萬 | 0.25% | −500−8.8% | 減碼 |
| Breed's Hill Capital LLC | 5,196 | $60.6 萬 | 0.33% | −43−0.8% | 減碼 |
| L2 Asset Management, LLC | 5,205 | $60.7 萬 | 0.12% | +450+9.5% | 加碼 |
| Marex Group plc | 5,218 | $60.9 萬 | 0.01% | +5,218 | 新進 |
| Hexagon Capital Partners LLC | 5,218 | $60.9 萬 | 0.12% | +170+3.4% | 加碼 |
| Integris Wealth Management, LLC | 5,231 | $61.0 萬 | 0.17% | 00.0% | 不變 |
| GWN Securities Inc. | 4,753 | $61.0 萬 | 0.03% | +2,902+156.8% | 加碼 |
| Northern Financial Advisors Inc | 5,236 | $61.1 萬 | 0.50% | −102−1.9% | 減碼 |
| Legacy Capital Group California, Inc. | 5,245 | $61.2 萬 | 0.21% | −58−1.1% | 減碼 |
| 1832 Asset Management L.P. | 5,246 | $61.2 萬 | 0.00% | −162−3.0% | 減碼 |
| Fort Sheridan Advisors LLC | 5,256 | $61.3 萬 | 0.09% | +114+2.2% | 加碼 |
| Copley Financial Group, Inc. | 5,265 | $61.4 萬 | 0.47% | −48−0.9% | 減碼 |
| Essex Financial Services, Inc. | 5,300 | $61.8 萬 | 0.04% | −495−8.5% | 減碼 |
| Main Street Financial Solutions, LLC | 5,303 | $61.9 萬 | 0.05% | −1,750−24.8% | 減碼 |
| BSW Wealth Partners | 5,306 | $61.9 萬 | 0.09% | −1,285−19.5% | 減碼 |
| Adirondack Trust Co | 5,315 | $62.0 萬 | 0.24% | −106−2.0% | 減碼 |
| AdvisorNet Financial, Inc | 5,340 | $62.3 萬 | 0.05% | +564+11.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,343 | $62.3 萬 | 0.02% | −415−7.2% | 減碼 |
| Daymark Wealth Partners, LLC | 5,352 | $62.4 萬 | 0.03% | +811+17.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,355 | $62.5 萬 | 0.08% | +11+0.2% | 加碼 |
| Raleigh Capital Management Inc. | 5,395 | $62.9 萬 | 0.28% | −1,251−18.8% | 減碼 |
| Arbor Investment Advisors, LLC | 5,395 | $62.9 萬 | 0.09% | −28−0.5% | 減碼 |
| Machina Capital S.A.S. | 5,403 | $63.0 萬 | 0.19% | +5,403 | 新進 |
| Foster Dykema Cabot & Partners, LLC | 5,419 | $63.2 萬 | 0.05% | −43−0.8% | 減碼 |
| Canopy Partners, LLC | 5,426 | $63.3 萬 | 0.25% | +17+0.3% | 加碼 |
| Heritage Wealth Advisors | 5,426 | $63.3 萬 | 0.03% | −6−0.1% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,464 | $63.4 萬 | 0.08% | +82+1.5% | 加碼 |
| Lazari Capital Management, Inc. | 5,447 | $63.6 萬 | 0.26% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 5,458 | $63.7 萬 | 0.01% | +1,060+24.1% | 加碼 |
| Financial Advisors, LLC | 5,476 | $63.9 萬 | 0.13% | 00.0% | 不變 |
| Destination Wealth Management | 5,486 | $64.0 萬 | 0.02% | +1,283+30.5% | 加碼 |
| Washburn Capital Management, Inc. | 5,490 | $64.1 萬 | 0.42% | −196−3.4% | 減碼 |
| Intrua Financial, LLC | 5,499 | $64.2 萬 | 0.10% | −1,688−23.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 5,508 | $64.3 萬 | 0.01% | +46+0.8% | 加碼 |
| Marcum Wealth, LLC | 5,513 | $64.3 萬 | 0.06% | −87−1.6% | 減碼 |
| Chase Investment Counsel Corp | 5,532 | $64.5 萬 | 0.24% | −246−4.3% | 減碼 |