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 |
|---|---|---|---|---|---|
| Ethic Inc. | 168,968 | $1,956 萬 | 0.40% | +6,699+4.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 167,350 | $1,952 萬 | 0.20% | −1,943−1.1% | 減碼 |
| Lido Advisors, LLC | 167,250 | $1,951 萬 | 0.12% | +91,794+121.7% | 加碼 |
| Erste Asset Management GmbH | 165,145 | $1,938 萬 | 0.25% | −179,708−52.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 165,832 | $1,935 萬 | 0.20% | +5,064+3.1% | 加碼 |
| Mutual of America Capital Management LLC | 165,633 | $1,932 萬 | 0.22% | −5,569−3.3% | 減碼 |
| Advisor Group Holdings, Inc. | 164,264 | $1,917 萬 | 0.04% | −35,647−17.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 164,055 | $1,914 萬 | 0.06% | +15,825+10.7% | 加碼 |
| Ossiam | 163,983 | $1,913 萬 | 0.27% | −36,124−18.1% | 減碼 |
| MAI Capital Management | 161,388 | $1,883 萬 | 0.14% | −4,396−2.7% | 減碼 |
| Sanctuary Advisors, LLC | 160,736 | $1,875 萬 | 0.13% | −4,638−2.8% | 減碼 |
| Assetmark, Inc | 160,625 | $1,874 萬 | 0.05% | −26,529−14.2% | 減碼 |
| Magellan Asset Management Ltd | 159,723 | $1,863 萬 | 0.23% | +16,475+11.5% | 加碼 |
| Pittenger & Anderson Inc | 159,667 | $1,863 萬 | 0.68% | 00.0% | 不變 |
| Wesbanco Bank Inc | 159,097 | $1,856 萬 | 0.64% | +6,808+4.5% | 加碼 |
| Fred Alger Management, LLC | 158,324 | $1,847 萬 | 0.11% | +8,991+6.0% | 加碼 |
| Blair William & Co | 157,099 | $1,833 萬 | 0.06% | −413−0.3% | 減碼 |
| Brown Advisory Inc | 156,064 | $1,821 萬 | 0.03% | −213−0.1% | 減碼 |
| Madison Asset Management, LLC | 155,334 | $1,812 萬 | 0.20% | −11,372−6.8% | 減碼 |
| Appleton Partners Inc | 154,738 | $1,805 萬 | 1.40% | +1,698+1.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 154,533 | $1,803 萬 | 0.22% | −34,800−18.4% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 151,984 | $1,773 萬 | 0.16% | −86,500−36.3% | 減碼 |
| CIBC World Markets Corp | 151,930 | $1,773 萬 | 0.14% | −42,550−21.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 151,387 | $1,766 萬 | 0.18% | −40,642−21.2% | 減碼 |
| Capital International Inc | 151,212 | $1,764 萬 | 0.21% | −18,216−10.8% | 減碼 |
| Nissay Asset Management Corp | 149,236 | $1,741 萬 | 0.11% | +1,243+0.8% | 加碼 |
| Vestor Capital, LLC | 146,187 | $1,706 萬 | 1.40% | +26,042+21.7% | 加碼 |
| Bokf, NA | 145,945 | $1,703 萬 | 0.30% | −1,610−1.1% | 減碼 |
| Achmea Investment Management B.V. | 145,633 | $1,699 萬 | 0.25% | +45,414+45.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 145,193 | $1,694 萬 | 0.19% | −5,599−3.7% | 減碼 |
| State of Alaska, Department of Revenue | 144,999 | $1,692 萬 | 0.19% | +3,505+2.5% | 加碼 |
| Glenmede Trust Co NA | 144,626 | $1,687 萬 | 0.09% | −4,503−3.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 144,606 | $1,687 萬 | 0.28% | +8,522+6.3% | 加碼 |
| GWM Advisors LLC | 144,197 | $1,682 萬 | 0.10% | +34,280+31.2% | 加碼 |
| Telos Capital Management, Inc. | 144,046 | $1,681 萬 | 1.83% | −1,205−0.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 147,477 | $1,670 萬 | 0.07% | +8,267+5.9% | 加碼 |
| Generali Asset Management SPA SGR | 141,335 | $1,649 萬 | 0.41% | −15,753−10.0% | 減碼 |
| JustInvest LLC | 140,275 | $1,637 萬 | 0.24% | +8,058+6.1% | 加碼 |
| FineMark National Bank & Trust | 139,985 | $1,633 萬 | 0.60% | −749−0.5% | 減碼 |
| Argent Trust Co | 139,305 | $1,625 萬 | 0.67% | +1,363+1.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 136,225 | $1,589 萬 | 0.06% | +9,416+7.4% | 加碼 |
| Main Street Research LLC | 134,444 | $1,569 萬 | 1.02% | +134,444 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 134,420 | $1,568 萬 | 0.46% | +22,673+20.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 132,661 | $1,548 萬 | 0.10% | +132,199+28,614.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 131,115 | $1,530 萬 | 0.01% | +4,657+3.7% | 加碼 |
| RMB Capital Management, LLC | 130,800 | $1,526 萬 | 0.38% | −49,533−27.5% | 減碼 |
| Panagora Asset Management Inc | 130,244 | $1,520 萬 | 0.08% | +117,537+925.0% | 加碼 |
| Cinctive Capital Management LP | 128,641 | $1,501 萬 | 1.20% | +68,009+112.2% | 加碼 |
| Prudential PLC | 128,189 | $1,496 萬 | 0.08% | −27,748−17.8% | 減碼 |
| Wealthfront Advisers LLC | 127,843 | $1,492 萬 | 0.04% | +4,607+3.7% | 加碼 |
| OP Asset Management Ltd | 126,977 | $1,481 萬 | 0.25% | +126,977 | 新進 |
| Oak Harvest Investment Services | 126,881 | $1,480 萬 | 2.07% | +19,051+17.7% | 加碼 |
| Ieq Capital, LLC | 126,809 | $1,479 萬 | 0.12% | +27,998+28.3% | 加碼 |
| Scotia Capital Inc. | 126,618 | $1,477 萬 | 0.08% | +5,876+4.9% | 加碼 |
| PEAK6 LLC | 126,318 | $1,474 萬 | 0.58% | +123,974+5,289.0% | 加碼 |
| Shelton Capital Management | 121,954 | $1,423 萬 | 0.34% | +114,710+1,583.5% | 加碼 |
| Grassi Investment Management | 120,750 | $1,409 萬 | 1.30% | 00.0% | 不變 |
| Walleye Capital LLC | 120,036 | $1,400 萬 | 0.16% | +103,369+620.2% | 加碼 |
| Exchange Traded Concepts, LLC | 118,972 | $1,388 萬 | 0.25% | +106,917+886.9% | 加碼 |
| Capital Analysts, LLC | 118,081 | $1,378 萬 | 0.51% | +2,726+2.4% | 加碼 |
| Nixon Peabody Trust Co | 117,686 | $1,373 萬 | 1.17% | −198−0.2% | 減碼 |
| CWM, LLC | 117,300 | $1,369 萬 | 0.05% | −28,918−19.8% | 減碼 |
| Fiduciary Alliance LLC | 115,681 | $1,350 萬 | 1.33% | +18,658+19.2% | 加碼 |
| Janney Capital Management LLC | 114,820 | $1,340 萬 | 0.92% | −6,187−5.1% | 減碼 |
| Orbis Allan Gray Ltd | 114,172 | $1,332 萬 | 0.08% | +42,500+59.3% | 加碼 |
| Intech Investment Management LLC | 112,766 | $1,316 萬 | 0.14% | +5,596+5.2% | 加碼 |
| Rakuten Investment Management, Inc. | 112,295 | $1,295 萬 | 0.06% | +112,295 | 新進 |
| Avantax Advisory Services, Inc. | 110,859 | $1,293 萬 | 0.08% | +602+0.5% | 加碼 |
| BTC Capital Management, Inc. | 109,339 | $1,276 萬 | 1.17% | +8,232+8.1% | 加碼 |
| Pacer Advisors, Inc. | 108,185 | $1,262 萬 | 0.03% | −24,326−18.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 108,132 | $1,252 萬 | 0.02% | −12,068−10.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 106,791 | $1,246 萬 | 0.06% | +4,600+4.5% | 加碼 |
| Level Four Advisory Services, LLC | 106,391 | $1,241 萬 | 0.51% | −6,979−6.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 106,335 | $1,241 萬 | 0.24% | −400.0% | 減碼 |
| Kestra Advisory Services, LLC | 105,820 | $1,235 萬 | 0.06% | +628+0.6% | 加碼 |
| Woodline Partners LP | 104,541 | $1,220 萬 | 0.08% | +30,044+40.3% | 加碼 |
| Lyell Wealth Management, LP | 103,371 | $1,206 萬 | 1.13% | +7,071+7.3% | 加碼 |
| Atria Investments LLC | 102,745 | $1,199 萬 | 0.15% | −2,550−2.4% | 減碼 |
| New Republic Capital, LLC | 102,392 | $1,195 萬 | 5.18% | +160.0% | 加碼 |
| Liontrust Investment Partners LLP | 101,580 | $1,185 萬 | 0.19% | +27,525+37.2% | 加碼 |
| Socorro Asset Management LP | 100,910 | $1,177 萬 | 4.06% | +23,881+31.0% | 加碼 |
| Stonegate Investment Group, LLC | 100,601 | $1,174 萬 | 0.31% | +1,188+1.2% | 加碼 |
| Illinois Municipal Retirement Fund | 99,229 | $1,158 萬 | 0.17% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 99,159 | $1,157 萬 | 0.23% | +60,138+154.1% | 加碼 |
| Mizuho Securities USA LLC | 99,078 | $1,156 萬 | 0.25% | −18,493−15.7% | 減碼 |
| Haverford Trust Co | 98,661 | $1,151 萬 | 0.12% | +69,357+236.7% | 加碼 |
| Greystone Financial Group, LLC | 97,864 | $1,142 萬 | 2.07% | −2,042−2.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,110 | $1,133 萬 | 0.04% | −23,795−19.7% | 減碼 |
| Los Angeles Capital Management LLC | 96,467 | $1,125 萬 | 0.05% | −152,403−61.2% | 減碼 |
| Avanza Fonder AB | 93,920 | $1,120 萬 | 0.37% | +448+0.5% | 加碼 |
| Cyndeo Wealth Partners, LLC | 95,878 | $1,119 萬 | 0.73% | +5,712+6.3% | 加碼 |
| Viking Fund Management LLC | 95,000 | $1,108 萬 | 1.60% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 94,846 | $1,107 萬 | 0.10% | +23,481+32.9% | 加碼 |
| Financial Counselors Inc | 93,965 | $1,096 萬 | 0.17% | +13,977+17.5% | 加碼 |
| Howe & Rusling Inc | 93,001 | $1,085 萬 | 0.91% | −482−0.5% | 減碼 |
| Kinneret Advisory, LLC | 92,300 | $1,077 萬 | 1.09% | −311−0.3% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $1,073 萬 | 0.94% | 00.0% | 不變 |
| Baxter Bros Inc | 89,995 | $1,050 萬 | 1.38% | +10,146+12.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 89,626 | $1,046 萬 | 0.69% | +1,234+1.4% | 加碼 |
| Earnest Partners LLC | 89,514 | $1,044 萬 | 0.05% | −227−0.3% | 減碼 |