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 |
|---|---|---|---|---|---|
| Nearwater Capital Markets, Ltd | 321,773 | $3,754 萬 | 1.07% | 00.0% | 不變 |
| Comerica Bank | 319,314 | $3,725 萬 | 0.16% | +2,164+0.7% | 加碼 |
| GW&K Investment Management, LLC | 311,053 | $3,629 萬 | 0.34% | −505−0.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 301,969 | $3,523 萬 | 1.65% | +63,031+26.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 300,302 | $3,504 萬 | 0.22% | +10,523+3.6% | 加碼 |
| Marshall Wace, LLP | 298,567 | $3,483 萬 | 0.05% | −1,001,456−77.0% | 減碼 |
| Baird Financial Group, Inc. | 297,657 | $3,473 萬 | 0.07% | +7,219+2.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 295,456 | $3,447 萬 | 0.22% | +238,803+421.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 293,866 | $3,429 萬 | 0.43% | −12,271−4.0% | 減碼 |
| Annex Advisory Services, LLC | 291,900 | $3,406 萬 | 0.97% | +39,186+15.5% | 加碼 |
| ProShare Advisors LLC | 291,208 | $3,398 萬 | 0.08% | +25,385+9.5% | 加碼 |
| Conning Inc. | 290,429 | $3,388 萬 | 1.19% | +730.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 290,240 | $3,386 萬 | 0.15% | +178,906+160.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 288,810 | $3,370 萬 | 0.81% | +1,047+0.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 285,901 | $3,336 萬 | 1.08% | +285,898+9,529,933.3% | 加碼 |
| Prana Capital Management, LP | 284,611 | $3,321 萬 | 1.35% | +284,611 | 新進 |
| Czech National Bank | 284,209 | $3,316 萬 | 0.30% | +15,244+5.7% | 加碼 |
| Corebridge Financial, Inc. | 283,810 | $3,311 萬 | 0.19% | −10,590−3.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 284,057 | $3,307 萬 | 0.33% | +135,374+91.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 282,975 | $3,301 萬 | 0.19% | +19,208+7.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 282,932 | $3,301 萬 | 0.04% | −1,305,187−82.2% | 減碼 |
| Forsta Ap-Fonden | 281,963 | $3,290 萬 | 0.25% | −31,200−10.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 281,171 | $3,285 萬 | 0.16% | +13,200+4.9% | 加碼 |
| Blue Chip Partners, Inc. | 277,234 | $3,234 萬 | 2.79% | −1,874−0.7% | 減碼 |
| Creative Planning | 270,543 | $3,156 萬 | 0.03% | +29,194+12.1% | 加碼 |
| Groupama Asset Managment | 273,594 | $3,155 萬 | 0.63% | +22,196+8.8% | 加碼 |
| AXA S.A. | 263,004 | $3,068 萬 | 0.10% | −16,888−6.0% | 減碼 |
| QRG Capital Management, Inc. | 262,556 | $3,063 萬 | 0.32% | +8,432+3.3% | 加碼 |
| Nomura Holdings Inc | 262,389 | $3,061 萬 | 0.16% | +200,663+325.1% | 加碼 |
| Chilton Investment Co LLC | 260,352 | $3,038 萬 | 0.74% | −12,095−4.4% | 減碼 |
| Matrix Asset Advisors Inc | 260,351 | $3,038 萬 | 3.35% | −20,073−7.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 295,433 | $2,963 萬 | 0.06% | −4,582−1.5% | 減碼 |
| AQR Capital Management LLC | 259,583 | $2,947 萬 | 0.03% | +59,351+29.6% | 加碼 |
| Natixis | 256,571 | $2,946 萬 | 0.17% | +256,571 | 新進 |
| Heritage Investors Management Corp | 252,016 | $2,940 萬 | 1.01% | −5,701−2.2% | 減碼 |
| Maple Capital Management, Inc. | 248,891 | $2,904 萬 | 2.24% | −16,988−6.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,952 | $2,893 萬 | 0.03% | +218,960+755.2% | 加碼 |
| Moody Lynn & Lieberson, LLC | 246,774 | $2,879 萬 | 1.85% | +1,958+0.8% | 加碼 |
| Keybank National Association | 246,435 | $2,875 萬 | 0.12% | −3,413−1.4% | 減碼 |
| Gabelli Funds LLC | 244,469 | $2,852 萬 | 0.22% | −6,810−2.7% | 減碼 |
| TD Waterhouse Canada Inc. | 245,767 | $2,841 萬 | 0.23% | −14,974−5.7% | 減碼 |
| Quantinno Capital Management LP | 241,357 | $2,816 萬 | 0.18% | +112,808+87.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 239,652 | $2,796 萬 | 0.06% | +14,752+6.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 239,375 | $2,793 萬 | 0.14% | −685−0.3% | 減碼 |
| Acadian Asset Management LLC | 238,108 | $2,777 萬 | 0.08% | −28,473−10.7% | 減碼 |
| Amalgamated Bank | 237,028 | $2,765 萬 | 0.24% | +2,688+1.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 233,500 | $2,724 萬 | 0.21% | −35,300−13.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 231,371 | $2,699 萬 | 0.48% | +3,061+1.3% | 加碼 |
| British Columbia Investment Management Corp | 231,075 | $2,696 萬 | 0.17% | −1,277−0.5% | 減碼 |
| Foundations Investment Advisors, LLC | 230,348 | $2,687 萬 | 0.50% | +158,403+220.2% | 加碼 |
| Cerity Partners LLC | 230,309 | $2,687 萬 | 0.06% | −5,031−2.1% | 減碼 |
| Boston Common Asset Management, LLC | 228,372 | $2,664 萬 | 0.81% | +85,985+60.4% | 加碼 |
| IFM Investors Pty Ltd | 226,337 | $2,641 萬 | 0.29% | −1,112−0.5% | 減碼 |
| Kodai Capital Management LP | 223,497 | $2,608 萬 | 1.03% | +223,497 | 新進 |
| CIBC Asset Management Inc | 221,645 | $2,586 萬 | 0.09% | −4,708−2.1% | 減碼 |
| Aptus Capital Advisors, LLC | 220,964 | $2,578 萬 | 0.29% | +30,617+16.1% | 加碼 |
| Abner Herrman & Brock LLC | 220,085 | $2,568 萬 | 3.28% | −10,161−4.4% | 減碼 |
| Bollard Group LLC | 219,340 | $2,559 萬 | 0.67% | +1,433+0.7% | 加碼 |
| Connors Investor Services Inc | 217,763 | $2,540 萬 | 2.52% | +19,919+10.1% | 加碼 |
| Bailard, Inc. | 214,325 | $2,501 萬 | 0.65% | +218+0.1% | 加碼 |
| AMF Pensionsforsakring AB | 212,235 | $2,479 萬 | 0.18% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 210,248 | $2,453 萬 | 1.82% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 205,299 | $2,395 萬 | 0.19% | +17,084+9.1% | 加碼 |
| Cetera Investment Advisers | 207,224 | $2,382 萬 | 0.05% | +15,737+8.2% | 加碼 |
| Nexus Investment Management ULC | 141,701 | $2,378 萬 | 2.69% | +9,674+7.3% | 加碼 |
| Camden Capital, LLC | 203,196 | $2,371 萬 | 2.49% | +750.0% | 加碼 |
| Hallmark Capital Management Inc | 202,446 | $2,362 萬 | 1.79% | −6,527−3.1% | 減碼 |
| USS Investment Management Ltd | 202,080 | $2,358 萬 | 0.18% | −460.0% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 198,321 | $2,314 萬 | 4.00% | −371−0.2% | 減碼 |
| Trexquant Investment LP | 197,791 | $2,308 萬 | 0.27% | +197,791 | 新進 |
| Squarepoint Ops LLC | 197,516 | $2,304 萬 | 0.06% | −928,655−82.5% | 減碼 |
| LVM Capital Management Ltd | 197,173 | $2,300 萬 | 2.56% | +1,164+0.6% | 加碼 |
| Peapack Gladstone Financial Corp | 196,521 | $2,293 萬 | 0.34% | +25,864+15.2% | 加碼 |
| Hosking Partners LLP | 193,238 | $2,255 萬 | 0.95% | −30,561−13.7% | 減碼 |
| Harvest Portfolios Group Inc. | 189,954 | $2,216 萬 | 0.65% | −1,769−0.9% | 減碼 |
| Utah Retirement Systems | 189,872 | $2,215 萬 | 0.26% | −2,696−1.4% | 減碼 |
| Payden & Rygel | 189,000 | $2,205 萬 | 1.89% | +5,500+3.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 187,793 | $2,191 萬 | 0.17% | +127,645+212.2% | 加碼 |
| Bridger Management, LLC | 187,714 | $2,190 萬 | 10.89% | 00.0% | 不變 |
| First Manhattan Co | 185,651 | $2,166 萬 | 0.06% | +136,507+277.8% | 加碼 |
| Pacific Heights Asset Management LLC | 185,000 | $2,158 萬 | 1.47% | −275,000−59.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 184,012 | $2,147 萬 | 0.18% | −18,700−9.2% | 減碼 |
| New York Life Investment Management LLC | 182,762 | $2,132 萬 | 0.22% | −1,228−0.7% | 減碼 |
| NorthCrest Asset Manangement, LLC | 182,388 | $2,128 萬 | 0.64% | +1,186+0.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 182,358 | $2,128 萬 | 0.30% | −1,232−0.7% | 減碼 |
| Diamond Hill Capital Management Inc | 181,422 | $2,117 萬 | 0.10% | 00.0% | 不變 |
| Umb Bank N A | 179,565 | $2,095 萬 | 0.35% | −7,736−4.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 179,413 | $2,093 萬 | 0.20% | −49,257−21.5% | 減碼 |
| Xponance, Inc. | 178,932 | $2,088 萬 | 0.20% | −488−0.3% | 減碼 |
| Daiwa Securities Group Inc. | 177,306 | $2,069 萬 | 0.09% | +12,847+7.8% | 加碼 |
| Pathstone Holdings, LLC | 177,199 | $2,068 萬 | 0.09% | +6,204+3.6% | 加碼 |
| ASR Vermogensbeheer N.V. | 176,985 | $2,065 萬 | 0.31% | +176,985 | 新進 |
| TCG Advisory Services, LLC | 175,651 | $2,049 萬 | 0.83% | −874−0.5% | 減碼 |
| NFJ Investment Group, LLC | 174,497 | $2,036 萬 | 0.68% | −33,905−16.3% | 減碼 |
| Mercer Global Advisors Inc | 173,855 | $2,028 萬 | 0.05% | +8,274+5.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 171,219 | $1,998 萬 | 0.04% | −69,037−28.7% | 減碼 |
| Colony Group, LLC | 170,350 | $1,987 萬 | 0.05% | −6,869−3.9% | 減碼 |
| Yousif Capital Management, LLC | 169,627 | $1,979 萬 | 0.23% | −1,168−0.7% | 減碼 |
| Captrust Financial Advisors | 168,883 | $1,970 萬 | 0.05% | +10,584+6.7% | 加碼 |
| Copeland Capital Management, LLC | 167,768 | $1,957 萬 | 0.39% | −3,435−2.0% | 減碼 |