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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 89,241 | $1,041 萬 | 0.11% | −318−0.4% | 減碼 |
| Cornerstone Advisors, LLC | 88,800 | $1,036 萬 | 0.45% | 00.0% | 不變 |
| TownSquare Capital, LLC | 88,787 | $1,036 萬 | 0.11% | +6,843+8.4% | 加碼 |
| Flputnam Investment Management Co | 88,629 | $1,034 萬 | 0.19% | +12,504+16.4% | 加碼 |
| Intact Investment Management Inc. | 88,500 | $1,033 萬 | 0.35% | +600+0.7% | 加碼 |
| Allianz SE | 87,997 | $1,027 萬 | 0.27% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 87,592 | $1,022 萬 | 0.09% | +79,040+924.2% | 加碼 |
| La Banque Postale Asset Management SA | 86,682 | $1,011 萬 | 0.16% | −3,199−3.6% | 減碼 |
| PGGM Investments | 86,640 | $1,011 萬 | 0.14% | +31,614+57.5% | 加碼 |
| Brinker Capital Investments, LLC | 86,418 | $1,008 萬 | 0.10% | −2,079−2.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 86,418 | $1,008 萬 | 0.10% | −2,079−2.3% | 減碼 |
| F/M Investments LLC | 86,270 | $1,007 萬 | 0.40% | −5,803−6.3% | 減碼 |
| Advisors Asset Management, Inc. | 83,728 | $976.9 萬 | 0.18% | +12,376+17.3% | 加碼 |
| Banque Cantonale Vaudoise | 83,419 | $973.3 萬 | 0.43% | +83,419 | 新進 |
| Oppenheimer & Co Inc | 83,393 | $972.9 萬 | 0.15% | −36,150−30.2% | 減碼 |
| DuPont Capital Management Corp | 83,219 | $970.9 萬 | 1.08% | −15,522−15.7% | 減碼 |
| LMCG Investments, LLC | 81,858 | $955.0 萬 | 0.63% | +1,068+1.3% | 加碼 |
| Hartline Investment Corp | 81,614 | $952.2 萬 | 1.27% | +14,148+21.0% | 加碼 |
| NEOS Investment Management LLC | 81,557 | $951.5 萬 | 0.18% | +4,166+5.4% | 加碼 |
| Guggenheim Capital LLC | 80,989 | $944.9 萬 | 0.09% | −37,332−31.6% | 減碼 |
| Massmutual Trust Co FSB | 80,521 | $939.4 萬 | 0.27% | +897+1.1% | 加碼 |
| Balyasny Asset Management LLC | 80,464 | $938.8 萬 | 0.02% | −158,812−66.4% | 減碼 |
| McGuire Investment Group, LLC | 80,120 | $934.8 萬 | 1.39% | +103+0.1% | 加碼 |
| Empowered Funds, LLC | 79,734 | $930.3 萬 | 0.13% | +2,578+3.3% | 加碼 |
| Eagle Capital Management LLC | 79,588 | $928.6 萬 | 0.03% | −9,850−11.0% | 減碼 |
| German American Bancorp, Inc. | 79,233 | $924.4 萬 | 0.99% | +633+0.8% | 加碼 |
| Greenwood Capital Associates LLC | 79,111 | $923.0 萬 | 1.24% | +7,008+9.7% | 加碼 |
| Jane Street Group, LLC | 78,856 | $920.0 萬 | 0.02% | −711,051−90.0% | 減碼 |
| Kentucky Retirement Systems | 78,328 | $913.9 萬 | 0.28% | −7,279−8.5% | 減碼 |
| Advocate Group LLC | 76,900 | $897.2 萬 | 1.64% | −3,916−4.8% | 減碼 |
| Westbourne Investment Advisors, Inc. | 76,212 | $889.2 萬 | 3.16% | −58−0.1% | 減碼 |
| D.A. Davidson & Co. | 75,878 | $885.3 萬 | 0.07% | +1,909+2.6% | 加碼 |
| Calamos Wealth Management LLC | 75,771 | $884.0 萬 | 0.44% | −20,963−21.7% | 減碼 |
| Edgestream Partners, L.P. | 75,731 | $883.6 萬 | 0.30% | +63,337+511.0% | 加碼 |
| Omers Administration Corp | 75,716 | $883.4 萬 | 0.08% | −1,725−2.2% | 減碼 |
| Hartford Investment Management Co | 75,550 | $881.4 萬 | 0.31% | −1,225−1.6% | 減碼 |
| Private Advisor Group, LLC | 74,581 | $870.1 萬 | 0.05% | +2,295+3.2% | 加碼 |
| Voleon Capital Management LP | 74,559 | $869.9 萬 | 0.68% | +11,703+18.6% | 加碼 |
| Hourglass Capital, LLC | 73,985 | $863.2 萬 | 2.26% | −467−0.6% | 減碼 |
| Loomis Sayles & Co L P | 73,337 | $855.6 萬 | 0.01% | +8,785+13.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 72,941 | $851.0 萬 | 0.03% | +72,941 | 新進 |
| Oliver Luxxe Assets LLC | 72,760 | $848.9 萬 | 1.58% | −1,023−1.4% | 減碼 |
| Apollon Wealth Management, LLC | 72,684 | $848.0 萬 | 0.19% | +38,355+111.7% | 加碼 |
| Abn Amro Investment Solutions | 72,365 | $844.3 萬 | 0.18% | +20,368+39.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 72,238 | $842.8 萬 | 0.19% | −38,495−34.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 71,430 | $833.4 萬 | 0.84% | −12,278−14.7% | 減碼 |
| Jupiter Asset Management Ltd | 70,933 | $827.6 萬 | 0.08% | +25,705+56.8% | 加碼 |
| HB Wealth Management, LLC | 70,292 | $820.1 萬 | 0.07% | +21,463+44.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 69,313 | $808.6 萬 | 0.28% | −25,903−27.2% | 減碼 |
| Burns J W & Co Inc | 68,979 | $804.8 萬 | 1.04% | −558−0.8% | 減碼 |
| Leuthold Group, LLC | 68,662 | $801.1 萬 | 1.04% | −5,301−7.2% | 減碼 |
| Hudson Valley Investment Advisors Inc | 68,459 | $798.7 萬 | 0.95% | −778−1.1% | 減碼 |
| Montag A & Associates Inc | 67,874 | $791.9 萬 | 0.40% | +324+0.5% | 加碼 |
| GLOBALT Investments LLC | 67,652 | $789.3 萬 | 0.32% | +558+0.8% | 加碼 |
| Louisiana State Employees Retirement System | 66,500 | $775.9 萬 | 0.15% | −200−0.3% | 減碼 |
| Baugh & Associates, LLC | 69,280 | $775.0 萬 | 3.92% | −371−0.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 65,932 | $769.2 萬 | 0.52% | +56,055+567.5% | 加碼 |
| Securian Asset Management, Inc | 65,546 | $764.7 萬 | 0.23% | −1,124−1.7% | 減碼 |
| DCM Advisors, LLC | 65,857 | $762.7 萬 | 4.07% | −3,666−5.3% | 減碼 |
| Norinchukin Bank, The | 64,826 | $756.3 萬 | 0.14% | +8,554+15.2% | 加碼 |
| Albion Financial Group | 64,683 | $754.7 萬 | 0.53% | −596−0.9% | 減碼 |
| Iowa State Bank | 64,550 | $753.1 萬 | 1.60% | +978+1.5% | 加碼 |
| Coldstream Capital Management Inc | 62,492 | $729.1 萬 | 0.16% | −924−1.5% | 減碼 |
| Alley Investment Management Company, LLC | 62,469 | $728.8 萬 | 0.91% | +26,763+75.0% | 加碼 |
| Private Wealth Partners, LLC | 61,924 | $722.5 萬 | 0.60% | −47−0.1% | 減碼 |
| Thrivent Financial for Lutherans | 60,343 | $715.9 萬 | 0.02% | −6,018−9.1% | 減碼 |
| Tradewinds, LLC. | 61,246 | $714.6 萬 | 2.02% | +328+0.5% | 加碼 |
| Heritage Trust Co | 61,148 | $713.4 萬 | 0.86% | −3,636−5.6% | 減碼 |
| Steel Peak Wealth Management LLC | 61,117 | $713.1 萬 | 0.30% | +39,772+186.3% | 加碼 |
| Caisse des Depots Et Consignations | 61,036 | $712.1 萬 | 0.34% | −1,163−1.9% | 減碼 |
| Tairen Capital Ltd | 60,900 | $710.5 萬 | 0.47% | +60,900 | 新進 |
| Spectrum Wealth Counsel, LLC | 60,420 | $704.9 萬 | 0.85% | −660−1.1% | 減碼 |
| Synovus Financial Corp | 60,273 | $703.2 萬 | 0.09% | +3,364+5.9% | 加碼 |
| Metis Global Partners, LLC | 60,088 | $701.0 萬 | 0.20% | +6,737+12.6% | 加碼 |
| Premier Fund Managers Ltd | 60,400 | $696.4 萬 | 0.26% | +60,400 | 新進 |
| Assenagon Asset Management S.A. | 59,299 | $691.8 萬 | 0.01% | +1,873+3.3% | 加碼 |
| Leonteq Securities AG | 59,216 | $686.0 萬 | 0.52% | +38,249+182.4% | 加碼 |
| Zacks Investment Management | 58,679 | $684.6 萬 | 0.06% | +49,017+507.3% | 加碼 |
| Cunning Capital Partners, LP | 58,541 | $683.0 萬 | 4.35% | −337−0.6% | 減碼 |
| Becker Capital Management Inc | 58,096 | $677.8 萬 | 0.22% | −525−0.9% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 58,030 | $677.0 萬 | 1.57% | −9,756−14.4% | 減碼 |
| New Mexico Educational Retirement Board | 58,010 | $676.8 萬 | 0.24% | −1,400−2.4% | 減碼 |
| White Pine Investment CO | 57,428 | $670.0 萬 | 1.80% | −3,842−6.3% | 減碼 |
| Citizens Financial Group Inc | 57,013 | $665.2 萬 | 0.13% | +1,993+3.6% | 加碼 |
| Principal Street Partners, LLC | 56,783 | $662.5 萬 | 1.23% | −4,348−7.1% | 減碼 |
| Vident Advisory, LLC | 56,657 | $661.1 萬 | 0.10% | +32,960+139.1% | 加碼 |
| Park Avenue Securities LLC | 56,078 | $654.3 萬 | 0.08% | +26,778+91.4% | 加碼 |
| ING Groep NV | 55,503 | $647.6 萬 | 0.04% | −562−1.0% | 減碼 |
| Worm Capital, LLC | 55,424 | $646.6 萬 | 6.50% | +55,424 | 新進 |
| Jupiter Wealth Management LLC | 49,018 | $641.4 萬 | 3.88% | +792+1.6% | 加碼 |
| Ballentine Partners, LLC | 54,253 | $633.0 萬 | 0.11% | +1,404+2.7% | 加碼 |
| Old Second National Bank of Aurora | 53,774 | $627.4 萬 | 1.48% | +1,829+3.5% | 加碼 |
| Maryland State Retirement & Pension System | 53,714 | $626.7 萬 | 0.15% | −8,734−14.0% | 減碼 |
| Parallel Advisors, LLC | 53,593 | $625.3 萬 | 0.14% | +916+1.7% | 加碼 |
| E. Ohman J:or Asset Management AB | 53,446 | $623.6 萬 | 0.17% | −2,360−4.2% | 減碼 |
| Huntington National Bank | 53,263 | $621.4 萬 | 0.05% | −435−0.8% | 減碼 |
| Aureus Asset Management, LLC | 53,207 | $620.8 萬 | 0.43% | −210−0.4% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 52,418 | $611.6 萬 | 1.78% | −125−0.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 51,746 | $597.0 萬 | 0.06% | −7,688−12.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 50,843 | $593.2 萬 | 0.33% | +41,700+456.1% | 加碼 |