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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 50,771 | $592.3 萬 | 0.37% | +8,483+20.1% | 加碼 |
| Trifecta Capital Advisors, LLC | 50,272 | $586.5 萬 | 1.23% | −837−1.6% | 減碼 |
| NatWest Group plc | 50,235 | $586.1 萬 | 1.73% | −13,814−21.6% | 減碼 |
| Elk River Wealth Management, LLC | 50,203 | $585.7 萬 | 1.10% | +1,663+3.4% | 加碼 |
| Xcel Wealth Management, LLC | 49,975 | $583.1 萬 | 1.82% | −3,030−5.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 49,897 | $582.1 萬 | 0.34% | +7,486+17.7% | 加碼 |
| Capital International Sarl | 49,687 | $579.7 萬 | 0.13% | +5,071+11.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 49,290 | $575.1 萬 | 0.20% | +4,254+9.4% | 加碼 |
| Mirabaud & Cie SA | 49,217 | $574.2 萬 | 1.96% | +9,970+25.4% | 加碼 |
| Consolidated Investment Group LLC | 49,215 | $574.2 萬 | 0.88% | −2,385−4.6% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 44,694 | $572.2 萬 | 0.31% | +44,694 | 新進 |
| Geneos Wealth Management Inc. | 48,847 | $569.9 萬 | 0.19% | +8,492+21.0% | 加碼 |
| CAPROCK Group, Inc. | 48,781 | $569.1 萬 | 0.17% | +860+1.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 48,685 | $568.0 萬 | 0.06% | −3,188−6.1% | 減碼 |
| Joel Isaacson & Co., LLC | 48,498 | $565.8 萬 | 0.26% | +468+1.0% | 加碼 |
| Glenview Trust Co | 48,465 | $565.4 萬 | 0.11% | +672+1.4% | 加碼 |
| FORA Capital, LLC | 48,250 | $562.9 萬 | 0.57% | +48,250 | 新進 |
| Investment Management Corp of Ontario | 48,242 | $562.8 萬 | 0.11% | +48,242 | 新進 |
| Great Valley Advisor Group, Inc. | 48,149 | $561.8 萬 | 0.12% | +41,183+591.2% | 加碼 |
| Jefferies Financial Group Inc. | 48,142 | $561.7 萬 | 0.10% | −96,758−66.8% | 減碼 |
| Summit Financial, LLC | 47,764 | $557.3 萬 | 0.16% | −1,301−2.7% | 減碼 |
| RSM US Wealth Management LLC | 47,720 | $556.7 萬 | 0.09% | +3,615+8.2% | 加碼 |
| Hennessy Advisors Inc | 47,200 | $550.7 萬 | 0.18% | −18,800−28.5% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 47,106 | $549.6 萬 | 0.51% | +1,883+4.2% | 加碼 |
| First National Trust Co | 46,991 | $548.2 萬 | 0.22% | +1,844+4.1% | 加碼 |
| Toroso Investments, LLC | 46,579 | $543.4 萬 | 0.05% | −34,438−42.5% | 減碼 |
| Highland Capital Management, LLC | 46,392 | $541.3 萬 | 0.32% | +4,028+9.5% | 加碼 |
| Simon Quick Advisors, LLC | 46,320 | $540.4 萬 | 0.31% | −2,927−5.9% | 減碼 |
| Westpac Banking Corp | 46,310 | $540.3 萬 | 0.40% | +8,601+22.8% | 加碼 |
| Burney Co | 45,942 | $536.0 萬 | 0.20% | +21,226+85.9% | 加碼 |
| Castleark Management LLC | 45,900 | $535.5 萬 | 0.19% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 45,824 | $534.6 萬 | 0.25% | +43,618+1,977.2% | 加碼 |
| AustralianSuper Pty Ltd | 45,598 | $532.0 萬 | 0.03% | −12,249−21.2% | 減碼 |
| Trajan Wealth LLC | 45,387 | $529.5 萬 | 0.29% | +298+0.7% | 加碼 |
| Bradyco, Inc. | 45,328 | $528.8 萬 | 4.02% | 00.0% | 不變 |
| Torray LLC | 45,313 | $528.7 萬 | 0.79% | +7,075+18.5% | 加碼 |
| Empirical Finance, LLC | 44,847 | $523.2 萬 | 0.32% | +562+1.3% | 加碼 |
| Tiaa Trust, National Association | 44,755 | $522.2 萬 | 0.02% | −237−0.5% | 減碼 |
| IMC-Chicago, LLC | 44,741 | $522.0 萬 | 0.20% | +16,291+57.3% | 加碼 |
| Linscomb & Williams, Inc. | 44,566 | $519.9 萬 | 0.26% | −176−0.4% | 減碼 |
| Ci Investments Inc. | 44,111 | $514.6 萬 | 0.02% | +36,845+507.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 43,372 | $506.0 萬 | 0.09% | −11,261−20.6% | 減碼 |
| Providence Capital Advisors, LLC | 43,100 | $502.8 萬 | 1.05% | +43,100 | 新進 |
| ABN AMRO Bank N.V. | 42,893 | $499.9 萬 | 0.07% | +42,893 | 新進 |
| Amica Mutual Insurance Co | 42,824 | $499.6 萬 | 0.55% | −21,456−33.4% | 減碼 |
| SCS Capital Management LLC | 42,791 | $499.2 萬 | 0.06% | +42,791 | 新進 |
| Raiffeisen Bank International AG | 43,247 | $498.8 萬 | 0.08% | +6,976+19.2% | 加碼 |
| Jones Financial Companies LLLP | 43,172 | $498.5 萬 | 0.00% | +3,433+8.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 42,653 | $497.6 萬 | 0.06% | −5,730−11.8% | 減碼 |
| SkyOak Wealth, LLC | 42,621 | $497.3 萬 | 1.09% | −1,129−2.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 45,281 | $496.3 萬 | 0.10% | +11,421+33.7% | 加碼 |
| Independent Advisor Alliance | 42,428 | $495.0 萬 | 0.16% | −858−2.0% | 減碼 |
| Occidental Asset Management, LLC | 42,186 | $492.2 萬 | 0.74% | +1,515+3.7% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 41,876 | $488.6 萬 | 0.98% | +613+1.5% | 加碼 |
| United Capital Financial Advisers, LLC | 41,768 | $487.3 萬 | 0.04% | +1,978+5.0% | 加碼 |
| Cresset Asset Management, LLC | 41,673 | $486.2 萬 | 0.02% | +625+1.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 41,491 | $484.1 萬 | 0.06% | +6,220+17.6% | 加碼 |
| Covenant Asset Management, LLC | 41,409 | $483.1 萬 | 1.21% | +23,721+134.1% | 加碼 |
| Core Alternative Capital | 41,363 | $482.6 萬 | 1.16% | −13,359−24.4% | 減碼 |
| SevenBridge Financial Group, LLC | 37,845 | $480.9 萬 | 0.95% | +7,085+23.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 38,683 | $477.4 萬 | 0.14% | −40,123−50.9% | 減碼 |
| HighPoint Advisor Group LLC | 41,068 | $477.3 萬 | 0.28% | −7,354−15.2% | 減碼 |
| Roanoke Asset Management Corp | 40,168 | $468.6 萬 | 1.60% | +100+0.2% | 加碼 |
| New Age Alpha Advisors, LLC | 40,000 | $466.7 萬 | 0.21% | +40,000 | 新進 |
| Cypress Financial Planning LLC | 39,451 | $460.3 萬 | 1.66% | +30.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 39,356 | $459.2 萬 | 0.07% | −30−0.1% | 減碼 |
| Brentview Investment Management LLC | 39,166 | $457.0 萬 | 2.43% | +2,012+5.4% | 加碼 |
| K.J. Harrison & Partners Inc | 38,900 | $453.8 萬 | 0.89% | +11,000+39.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 38,775 | $452.4 萬 | 0.11% | +21,657+126.5% | 加碼 |
| City Holding Co | 38,390 | $447.9 萬 | 0.63% | +976+2.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 38,238 | $446.1 萬 | 0.68% | +120.0% | 加碼 |
| Stock Yards Bank & Trust Co | 37,997 | $443.3 萬 | 0.16% | −996−2.6% | 減碼 |
| Frank, Rimerman Advisors LLC | 37,986 | $443.2 萬 | 0.35% | −45−0.1% | 減碼 |
| V-Square Quantitative Management LLC | 37,976 | $443.1 萬 | 0.65% | +1,262+3.4% | 加碼 |
| Hamilton Capital Partners Inc. | 37,945 | $442.7 萬 | 0.28% | +6,105+19.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 37,841 | $441.5 萬 | 0.33% | +287+0.8% | 加碼 |
| Cullinan Associates Inc | 37,052 | $432.3 萬 | 0.31% | −2,141−5.5% | 減碼 |
| Sterling Capital Management LLC | 36,956 | $431.2 萬 | 0.07% | −3,317−8.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 36,915 | $430.7 萬 | 0.16% | +994+2.8% | 加碼 |
| Lincluden Management Ltd | 36,741 | $428.7 萬 | 0.54% | −4,756−11.5% | 減碼 |
| Vinva Investment Management Ltd | 37,097 | $427.8 萬 | 0.17% | −16,372−30.6% | 減碼 |
| S&CO Inc | 36,347 | $424.0 萬 | 0.28% | −400−1.1% | 減碼 |
| Financial Advisory Partners, LLC | 36,279 | $423.3 萬 | 1.42% | −685−1.9% | 減碼 |
| Van Eck Associates Corp | 36,257 | $423.0 萬 | 0.01% | +6,444+21.6% | 加碼 |
| Sandy Cove Advisors, LLC | 35,990 | $419.9 萬 | 1.69% | +170.0% | 加碼 |
| StoneX Group Inc. | 35,856 | $418.3 萬 | 0.23% | +3,097+9.5% | 加碼 |
| Cito Capital Group, LLC | 35,855 | $418.3 萬 | 1.59% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 35,629 | $415.7 萬 | 0.11% | +7,670+27.4% | 加碼 |
| Capital Investment Counsel, LLC | 35,452 | $413.6 萬 | 0.68% | +619+1.8% | 加碼 |
| Shorepoint Capital Partners LLC | 35,380 | $412.8 萬 | 0.93% | +673+1.9% | 加碼 |
| Patten & Patten Inc | 35,253 | $411.3 萬 | 0.28% | −921−2.5% | 減碼 |
| First National Bank of Omaha | 35,171 | $410.3 萬 | 0.28% | −7,227−17.0% | 減碼 |
| Northwest Bancshares, Inc. | 35,076 | $409.2 萬 | 0.75% | +5,823+19.9% | 加碼 |
| Dana Investment Advisors, Inc. | 35,004 | $408.4 萬 | 0.15% | −264−0.7% | 減碼 |
| Carret Asset Management, LLC | 34,984 | $408.2 萬 | 0.46% | −55−0.2% | 減碼 |
| RNC Capital Management LLC | 34,787 | $405.9 萬 | 0.21% | −409−1.2% | 減碼 |
| Andra AP-fonden | 34,711 | $405.0 萬 | 0.07% | +34,711 | 新進 |
| Compagnie Lombard Odier SCmA | 34,550 | $403.1 萬 | 0.05% | +800+2.4% | 加碼 |
| Siemens Fonds Invest GmbH | 34,375 | $401.1 萬 | 0.28% | +34,375 | 新進 |
| Forum Financial Management, LP | 34,255 | $399.7 萬 | 0.07% | +13,238+63.0% | 加碼 |