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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 3,043 | $35.5 萬 | 0.08% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 3,039 | $35.5 萬 | 0.02% | +4+0.1% | 加碼 |
| Harbour Investments, Inc. | 3,037 | $35.4 萬 | 0.01% | +354+13.2% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,022 | $35.3 萬 | 0.08% | −50−1.6% | 減碼 |
| Partners Wealth Management, LLC | 3,009 | $35.1 萬 | 0.40% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 3,002 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 3,000 | $35.0 萬 | 0.07% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 2,995 | $34.9 萬 | 0.10% | +12+0.4% | 加碼 |
| New Covenant Trust Company, N.A. | 3,015 | $34.8 萬 | 0.37% | −98−3.1% | 減碼 |
| City State Bank | 2,978 | $34.7 萬 | 0.11% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 2,965 | $34.6 萬 | 0.07% | 00.0% | 不變 |
| Park Place Capital Corp | 2,963 | $34.6 萬 | 0.09% | −285−8.8% | 減碼 |
| Navis Wealth Advisors, LLC | 2,958 | $34.5 萬 | 0.34% | 00.0% | 不變 |
| First Interstate Bank | 2,953 | $34.5 萬 | 0.02% | −47−1.6% | 減碼 |
| Alpha Cubed Investments, LLC | 2,950 | $34.4 萬 | 0.02% | +2,950 | 新進 |
| Atlantic Union Bankshares Corp | 2,948 | $34.4 萬 | 0.02% | −8−0.3% | 減碼 |
| Seven Mile Advisory | 2,945 | $34.4 萬 | 0.23% | +96+3.4% | 加碼 |
| Balboa Wealth Partners | 2,936 | $34.3 萬 | 0.08% | −865−22.8% | 減碼 |
| Pathway Financial Advisors LLC | 2,928 | $34.2 萬 | 0.06% | 00.0% | 不變 |
| American State Bank (Iowa) | 2,908 | $33.9 萬 | 0.20% | 00.0% | 不變 |
| Kennebec Savings Bank | 2,904 | $33.9 萬 | 0.36% | −4−0.1% | 減碼 |
| Legacy Solutions, LLC | 2,877 | $33.6 萬 | 0.37% | +7+0.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 2,868 | $33.5 萬 | 0.01% | +1,002+53.7% | 加碼 |
| CoreCap Advisors, LLC | 2,866 | $33.4 萬 | 0.01% | +372+14.9% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,853 | $33.3 萬 | 0.08% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 2,846 | $33.2 萬 | 0.11% | +2,846 | 新進 |
| Advisor OS, LLC | 2,843 | $33.2 萬 | 0.04% | +154+5.7% | 加碼 |
| Auxano Advisors, LLC | 2,838 | $33.1 萬 | 0.09% | −160−5.3% | 減碼 |
| BLB&B Advisors, LLC | 2,833 | $33.1 萬 | 0.02% | +406+16.7% | 加碼 |
| Fiducient Advisors LLC | 2,828 | $33.0 萬 | 0.04% | −70−2.4% | 減碼 |
| TCFG Wealth Management, LLC | 2,827 | $33.0 萬 | 0.17% | −52−1.8% | 減碼 |
| Oakworth Capital, Inc. | 2,826 | $33.0 萬 | 0.02% | −1,295−31.4% | 減碼 |
| Cercano Management LLC | 2,812 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 2,795 | $32.6 萬 | 0.05% | +115+4.3% | 加碼 |
| Winthrop Advisory Group LLC | 2,789 | $32.5 萬 | 0.04% | +2,789 | 新進 |
| Everpar Advisors LLC | 2,787 | $32.5 萬 | 0.17% | −240−7.9% | 減碼 |
| Legacy Edge Advisors, LLC | 2,784 | $32.5 萬 | 0.05% | 00.0% | 不變 |
| Silver Coast Investments LLC | 2,772 | $32.3 萬 | 0.12% | +246+9.7% | 加碼 |
| Plancorp, LLC | 2,762 | $32.2 萬 | 0.01% | +205+8.0% | 加碼 |
| Jackson Square Capital, LLC | 2,741 | $32.0 萬 | 0.10% | −19−0.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,735 | $31.9 萬 | 0.00% | +454+19.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,738 | $31.9 萬 | 0.02% | −4,188−60.5% | 減碼 |
| Camden National Bank | 2,733 | $31.9 萬 | 0.05% | −154−5.3% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,730 | $31.9 萬 | 0.24% | +153+5.9% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,721 | $31.7 萬 | 0.54% | −9,900−78.4% | 減碼 |
| Broadleaf Partners, LLC | 2,719 | $31.7 萬 | 0.08% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 2,711 | $31.6 萬 | 0.10% | +18+0.7% | 加碼 |
| Apella Capital, LLC | 2,830 | $31.6 萬 | 0.01% | +2,830 | 新進 |
| Brandywine Oak Private Wealth LLC | 2,707 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 2,700 | $31.5 萬 | 0.25% | +2,700 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 2,696 | $31.5 萬 | 0.08% | +18+0.7% | 加碼 |
| Tanager Wealth Management LLP | 2,688 | $31.4 萬 | 0.04% | +231+9.4% | 加碼 |
| Aft, Forsyth & Company, Inc. | 2,685 | $31.3 萬 | 0.17% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 2,684 | $31.3 萬 | 0.07% | −786−22.7% | 減碼 |
| Lane & Associates LLC | 2,680 | $31.3 萬 | 0.17% | −209−7.2% | 減碼 |
| SGL Investment Advisors, Inc. | 2,545 | $31.0 萬 | 0.16% | +591+30.2% | 加碼 |
| Naviter Wealth, LLC | 2,678 | $30.9 萬 | 0.04% | +78+3.0% | 加碼 |
| Samalin Investment Counsel, LLC | 2,646 | $30.9 萬 | 0.13% | −1,061−28.6% | 減碼 |
| Novem Group | 2,645 | $30.9 萬 | 0.04% | +640+31.9% | 加碼 |
| Austin Private Wealth, LLC | 2,639 | $30.8 萬 | 0.03% | +79+3.1% | 加碼 |
| Berry Wealth Group, LP | 2,630 | $30.7 萬 | 0.24% | +772+41.6% | 加碼 |
| Cardinal Point Capital Management, ULC | 2,628 | $30.7 萬 | 0.03% | −69−2.6% | 減碼 |
| Kaizen Financial Strategies | 2,617 | $30.5 萬 | 0.18% | +86+3.4% | 加碼 |
| Claris Financial LLC | 2,423 | $30.5 萬 | 0.20% | 00.0% | 不變 |
| Aspen Wealth Strategies, LLC | 2,603 | $30.4 萬 | 0.20% | 00.0% | 不變 |
| Sandy Spring Bank | 2,598 | $30.3 萬 | 0.01% | −83−3.1% | 減碼 |
| Bragg Financial Advisors, Inc | 2,593 | $30.3 萬 | 0.01% | +2+0.1% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 2,593 | $30.3 萬 | 0.09% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 2,582 | $30.1 萬 | 0.05% | −821−24.1% | 減碼 |
| Argent Advisors, Inc. | 2,575 | $30.0 萬 | 0.10% | +365+16.5% | 加碼 |
| Sivia Capital Partners, LLC | 2,574 | $30.0 萬 | 0.14% | −174−6.3% | 減碼 |
| MBB Public Markets I LLC | 2,572 | $30.0 萬 | 0.03% | +2,572 | 新進 |
| Sunpointe, LLC | 2,570 | $30.0 萬 | 0.16% | −216−7.8% | 減碼 |
| Lokken Investment Group LLC | 2,568 | $30.0 萬 | 0.13% | −446−14.8% | 減碼 |
| denkapparat Operations GmbH | 2,560 | $29.9 萬 | 0.32% | −1,628−38.9% | 減碼 |
| Michael B. Yongue | 2,548 | $29.7 萬 | 0.38% | −5−0.2% | 減碼 |
| IVC Wealth Advisors LLC | 2,535 | $29.6 萬 | 0.16% | 00.0% | 不變 |
| Motco | 2,529 | $29.5 萬 | 0.03% | +445+21.4% | 加碼 |
| Neville Rodie & Shaw Inc | 2,526 | $29.5 萬 | 0.02% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 2,525 | $29.5 萬 | 0.14% | −3−0.1% | 減碼 |
| McLean Asset Management Corp | 2,934 | $29.4 萬 | 0.10% | +35+1.2% | 加碼 |
| Doheny Asset Management | 2,523 | $29.4 萬 | 0.23% | 00.0% | 不變 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,520 | $29.4 萬 | 0.12% | +37+1.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 2,518 | $29.4 萬 | 0.12% | −22−0.9% | 減碼 |
| Financial Security Advisor, Inc. | 2,511 | $29.3 萬 | 0.07% | −4−0.2% | 減碼 |
| Pure Financial Advisors, Inc. | 2,505 | $29.2 萬 | 0.01% | +511+25.6% | 加碼 |
| Thrive Wealth Management, LLC | 2,503 | $29.2 萬 | 0.06% | −270−9.7% | 減碼 |
| Versor Investments LP | 2,500 | $29.2 萬 | 0.05% | −600−19.4% | 減碼 |
| Horizon Wealth Management, LLC | 2,494 | $29.1 萬 | 0.05% | +94+3.9% | 加碼 |
| Apexium Financial, LP | 2,490 | $29.1 萬 | 0.02% | −71−2.8% | 減碼 |
| Enterprise Financial Services Corp | 2,488 | $29.0 萬 | 0.17% | −187−7.0% | 減碼 |
| Sepio Capital, LP | 2,487 | $29.0 萬 | 0.02% | −25−1.0% | 減碼 |
| Phillips Wealth Planners LLC | 2,681 | $29.0 萬 | 0.31% | −599−18.3% | 減碼 |
| Univest Financial Corp | 2,473 | $28.8 萬 | 0.02% | +2+0.1% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,471 | $28.8 萬 | 0.02% | +306+14.1% | 加碼 |
| Berkeley Capital Partners, LLC | 2,465 | $28.8 萬 | 0.08% | −390−13.7% | 減碼 |
| Clear Creek Financial Management, LLC | 2,465 | $28.8 萬 | 0.03% | +311+14.4% | 加碼 |
| Castleview Partners, LLC | 2,465 | $28.8 萬 | 0.19% | −105−4.1% | 減碼 |
| Victory Financial Group, LLC | 2,458 | $28.6 萬 | 0.05% | +2,458 | 新進 |
| Old North State Trust, LLC | 2,274 | $28.6 萬 | 0.18% | 00.0% | 不變 |