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 2,745 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
- 2,103
- 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 755 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 7,057 | $82.3 萬 | 0.42% | −28−0.4% | 減碼 |
| Independent Investors Inc | 6,983 | $81.5 萬 | 0.17% | −500−6.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,941 | $80.9 萬 | 0.07% | −1,809−20.7% | 減碼 |
| IFG Advisors, LLC | 6,932 | $80.9 萬 | 0.16% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 6,874 | $80.2 萬 | 0.15% | +139+2.1% | 加碼 |
| AlphaCore Capital LLC | 6,834 | $79.7 萬 | 0.07% | +1,422+26.3% | 加碼 |
| Private Trust Co NA | 6,827 | $79.7 萬 | 0.08% | +203+3.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 6,811 | $79.5 萬 | 0.02% | −500−6.8% | 減碼 |
| Hills Bank & Trust Co | 6,787 | $79.2 萬 | 0.06% | −11−0.2% | 減碼 |
| Empire Financial Management Company, LLC | 6,767 | $79.0 萬 | 0.24% | +138+2.1% | 加碼 |
| IHT Wealth Management, LLC | 6,745 | $78.7 萬 | 0.02% | +83+1.2% | 加碼 |
| Affinity Investment Advisors, LLC | 6,738 | $78.6 萬 | 0.64% | −24−0.4% | 減碼 |
| Meridian Investment Counsel Inc. | 6,735 | $78.6 萬 | 0.23% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 6,730 | $78.5 萬 | 0.24% | +6,730 | 新進 |
| Triad Wealth Partners, LLC | 6,729 | $78.5 萬 | 0.24% | −92−1.3% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $78.5 萬 | 0.16% | 00.0% | 不變 |
| Robotti Robert | 6,715 | $78.3 萬 | 0.16% | 00.0% | 不變 |
| Jmac Enterprises LLC | 6,700 | $78.2 萬 | 0.19% | +800+13.6% | 加碼 |
| David Loasby | 7,325 | $78.1 萬 | 0.08% | −433−5.6% | 減碼 |
| Personal Cfo Solutions, LLC | 6,644 | $77.5 萬 | 0.16% | +484+7.9% | 加碼 |
| Johnson Investment Counsel Inc | 6,636 | $77.4 萬 | 0.01% | −103−1.5% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $77.2 萬 | 0.16% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 6,614 | $77.2 萬 | 0.06% | −20.0% | 減碼 |
| Pacitti Group Inc. | 6,611 | $77.1 萬 | 0.37% | +429+6.9% | 加碼 |
| Harbor Advisors LLC | 6,608 | $77.1 萬 | 0.13% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 6,595 | $77.0 萬 | 0.00% | +768+13.2% | 加碼 |
| Strategic Blueprint, LLC | 6,588 | $76.9 萬 | 0.04% | +72+1.1% | 加碼 |
| CenterStar Asset Management, LLC | 6,554 | $76.6 萬 | 1.10% | +6,554 | 新進 |
| Capital Markets Trading UK LLP | 6,558 | $76.5 萬 | 0.87% | −10,138−60.7% | 減碼 |
| Cornercap Investment Counsel Inc | 6,511 | $76.0 萬 | 0.40% | +6,511 | 新進 |
| Everhart Financial Group, Inc. | 6,499 | $75.8 萬 | 0.10% | −875−11.9% | 減碼 |
| Mindset Wealth Management, LLC | 6,496 | $75.8 萬 | 0.29% | −742−10.3% | 減碼 |
| BluePath Capital Management, LLC | 6,492 | $75.7 萬 | 0.79% | −3,460−34.8% | 減碼 |
| RFG Advisory, LLC | 6,449 | $75.2 萬 | 0.02% | +4,181+184.3% | 加碼 |
| Pictet & Cie (Europe) SA | 6,394 | $74.6 萬 | 0.02% | +591+10.2% | 加碼 |
| Hamilton Capital, LLC | 6,387 | $74.5 萬 | 0.05% | +63+1.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,376 | $74.4 萬 | 0.03% | +356+5.9% | 加碼 |
| Somerville Kurt F | 6,375 | $74.4 萬 | 0.13% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 6,363 | $74.2 萬 | 0.06% | +674+11.8% | 加碼 |
| Wharton Business Group, LLC | 6,334 | $73.9 萬 | 0.03% | −290−4.4% | 減碼 |
| Davis R M Inc | 6,328 | $73.8 萬 | 0.01% | −649−9.3% | 減碼 |
| USA Financial Portformulas Corp | 6,289 | $73.4 萬 | 0.12% | −3,215−33.8% | 減碼 |
| Resonant Capital Advisors, LLC | 6,272 | $73.2 萬 | 0.05% | +110+1.8% | 加碼 |
| Centiva Capital, LP | 6,253 | $73.0 萬 | 0.04% | +3,865+161.9% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $72.8 萬 | 0.38% | 00.0% | 不變 |
| GeoWealth Management, LLC | 6,217 | $72.5 萬 | 0.03% | −6,036−49.3% | 減碼 |
| Welch & Forbes LLC | 6,211 | $72.5 萬 | 0.01% | −18−0.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 6,202 | $72.4 萬 | 0.06% | −767−11.0% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,200 | $72.3 萬 | 0.17% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,197 | $72.3 萬 | 0.29% | −1,023−14.2% | 減碼 |
| Beck Mack & Oliver LLC | 6,125 | $71.5 萬 | 0.01% | +3,625+145.0% | 加碼 |
| Alta Advisers Ltd | 6,115 | $71.3 萬 | 0.30% | +2,000+48.6% | 加碼 |
| Scholtz & Company, LLC | 6,115 | $71.3 萬 | 0.35% | +6,115 | 新進 |
| Berger Financial Group, Inc | 6,104 | $71.2 萬 | 0.05% | +258+4.4% | 加碼 |
| Claro Advisors LLC | 6,103 | $71.2 萬 | 0.10% | −544−8.2% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 6,089 | $71.0 萬 | 0.20% | +72+1.2% | 加碼 |
| CFS Investment Advisory Services, LLC | 6,083 | $71.0 萬 | 0.06% | −201−3.2% | 減碼 |
| Bridgewater Advisors Inc. | 6,109 | $71.0 萬 | 0.06% | +6,109 | 新進 |
| PDS Planning, Inc | 6,081 | $70.9 萬 | 0.06% | +431+7.6% | 加碼 |
| Goldstone Financial Group, LLC | 6,064 | $70.8 萬 | 0.11% | +168+2.8% | 加碼 |
| Clifford Group, LLC | 6,063 | $70.7 萬 | 0.66% | −488−7.4% | 減碼 |
| Caxton Associates LLP | 6,039 | $70.5 萬 | 0.02% | +6,039 | 新進 |
| Anchor Investment Management, LLC | 6,011 | $70.1 萬 | 0.07% | +825+15.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,006 | $70.1 萬 | 0.12% | −352−5.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $70.0 萬 | 0.12% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 5,964 | $69.6 萬 | 0.02% | +535+9.9% | 加碼 |
| Beacon Financial Group | 5,962 | $69.6 萬 | 0.08% | −989−14.2% | 減碼 |
| Bridgefront Capital, LLC | 5,949 | $69.4 萬 | 0.20% | +5,949 | 新進 |
| HBK Sorce Advisory LLC | 5,940 | $69.3 萬 | 0.02% | +404+7.3% | 加碼 |
| Wealth Alliance | 5,925 | $69.1 萬 | 0.08% | −1,506−20.3% | 減碼 |
| Diversify Wealth Management, LLC | 5,939 | $69.0 萬 | 0.05% | −135−2.2% | 減碼 |
| Keel Point, LLC | 5,898 | $68.8 萬 | 0.05% | +633+12.0% | 加碼 |
| Ramirez Asset Management, Inc. | 5,890 | $68.7 萬 | 0.14% | 00.0% | 不變 |
| Bank of New Hampshire | 5,878 | $68.6 萬 | 0.18% | −435−6.9% | 減碼 |
| Perennial Investment Advisors, LLC | 5,827 | $68.0 萬 | 0.08% | +3,720+176.6% | 加碼 |
| Sippican Capital Advisors | 5,795 | $67.6 萬 | 0.51% | −155−2.6% | 減碼 |
| Wrapmanager Inc | 5,792 | $67.6 萬 | 0.18% | +3,132+117.7% | 加碼 |
| Shufro Rose & Co LLC | 5,789 | $67.5 萬 | 0.05% | −41−0.7% | 減碼 |
| Bahl & Gaynor Inc | 5,779 | $67.4 萬 | 0.00% | +439+8.2% | 加碼 |
| Sunbelt Securities, Inc. | 5,775 | $67.4 萬 | 0.06% | −842−12.7% | 減碼 |
| Western Wealth Management, LLC | 5,769 | $67.3 萬 | 0.04% | −571−9.0% | 減碼 |
| TriaGen Wealth Management LLC | 5,768 | $67.3 萬 | 0.24% | −1,300−18.4% | 減碼 |
| Readystate Asset Management LP | 5,760 | $67.2 萬 | 0.03% | +5,760 | 新進 |
| Ocean Capital Management, LLC | 5,754 | $67.1 萬 | 0.16% | +46+0.8% | 加碼 |
| LM Advisors LLC | 5,739 | $67.0 萬 | 0.12% | +18+0.3% | 加碼 |
| Nations Financial Group Inc, | 5,734 | $66.9 萬 | 0.05% | +3,655+175.8% | 加碼 |
| Arete Wealth Advisors, LLC | 12,122 | $66.7 萬 | 0.05% | +7,245+148.6% | 加碼 |
| Mechanics Bank Trust Department | 5,700 | $66.5 萬 | 0.09% | +1,119+24.4% | 加碼 |
| Curbstone Financial Management Corp | 5,676 | $66.2 萬 | 0.14% | +100+1.8% | 加碼 |
| Rehmann Capital Advisory Group | 5,665 | $66.1 萬 | 0.04% | +143+2.6% | 加碼 |
| Evexia Wealth LLC | 5,907 | $66.0 萬 | 0.24% | −11−0.2% | 減碼 |
| Harfst & Associates, Inc. | 5,636 | $65.8 萬 | 0.15% | +5,636 | 新進 |
| Kovack Advisors, Inc. | 5,622 | $65.6 萬 | 0.07% | −459−7.5% | 減碼 |
| CWA Asset Management Group, LLC | 5,621 | $65.6 萬 | 0.03% | +377+7.2% | 加碼 |
| Gibbs Wealth Management | 5,617 | $65.5 萬 | 0.16% | +836+17.5% | 加碼 |
| Bearing Point Capital, LLC | 5,603 | $65.4 萬 | 0.14% | −256−4.4% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,553 | $64.8 萬 | 0.02% | −371−6.3% | 減碼 |
| Inscription Capital, LLC | 6,878 | $64.8 萬 | 0.11% | +6,878 | 新進 |
| Financial Advocates Investment Management | 5,547 | $64.7 萬 | 0.05% | +3,090+125.8% | 加碼 |
| Buckingham Strategic Partners | 5,544 | $64.7 萬 | 0.01% | +457+9.0% | 加碼 |