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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 34,009 | $396.8 萬 | 0.18% | −3,982−10.5% | 減碼 |
| Hohimer Wealth Management, LLC | 33,910 | $395.6 萬 | 0.77% | +33,910 | 新進 |
| Laurion Capital Management LP | 33,893 | $395.4 萬 | 0.30% | −5,421−13.8% | 減碼 |
| NBC Securities, Inc. | 33,757 | $393.8 萬 | 0.34% | +33,723+99,185.3% | 加碼 |
| Clearstead Advisors, LLC | 33,692 | $393.1 萬 | 0.06% | +325+1.0% | 加碼 |
| Truvestments Capital LLC | 33,454 | $390.3 萬 | 0.85% | +27,270+441.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 33,362 | $389.2 萬 | 0.28% | −15,701−32.0% | 減碼 |
| EP Wealth Advisors, LLC | 33,273 | $388.2 萬 | 0.03% | +8,776+35.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 33,073 | $385.9 萬 | 0.32% | −69−0.2% | 減碼 |
| Plato Investment Management Ltd | 32,715 | $385.8 萬 | 0.33% | −9,196−21.9% | 減碼 |
| Inspire Trust Co, N.A. | 33,000 | $385.0 萬 | 0.92% | +3,000+10.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 32,846 | $383.2 萬 | 0.13% | +231+0.7% | 加碼 |
| Union Heritage Capital, LLC | 32,814 | $382.8 萬 | 1.43% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 32,748 | $382.1 萬 | 0.29% | +19,045+139.0% | 加碼 |
| SG Americas Securities, LLC | 32,455 | $378.7 萬 | 0.01% | +310+1.0% | 加碼 |
| Sigma Planning Corp | 32,404 | $378.1 萬 | 0.12% | +2,592+8.7% | 加碼 |
| Everence Capital Management Inc | 32,291 | $376.7 萬 | 0.26% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 32,130 | $374.9 萬 | 0.10% | +475+1.5% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 32,094 | $374.4 萬 | 2.61% | −318−1.0% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 28,093 | $373.9 萬 | 0.69% | +28,043+56,086.0% | 加碼 |
| Community Trust & Investment Co | 31,872 | $371.9 萬 | 0.24% | −1,266−3.8% | 減碼 |
| Allstate Corp | 31,800 | $371.0 萬 | 0.11% | −4,118−11.5% | 減碼 |
| Sculati Wealth Management, LLC | 31,736 | $370.3 萬 | 1.50% | −1,038−3.2% | 減碼 |
| Mattson Financial Services, LLC | 31,719 | $370.1 萬 | 1.11% | +439+1.4% | 加碼 |
| Central Trust Co | 31,674 | $369.5 萬 | 0.09% | +468+1.5% | 加碼 |
| Zions Bancorporation, National Association | 31,498 | $367.5 萬 | 0.23% | +31,498 | 新進 |
| First National Advisers, LLC | 31,349 | $365.7 萬 | 0.59% | −5,140−14.1% | 減碼 |
| Moody National Bank Trust Division | 31,240 | $364.5 萬 | 0.38% | −298−0.9% | 減碼 |
| Greenleaf Trust | 31,235 | $364.4 萬 | 0.03% | −1,650−5.0% | 減碼 |
| Savant Capital, LLC | 31,071 | $362.5 萬 | 0.03% | −6,333−16.9% | 減碼 |
| Engineers Gate Manager LP | 31,029 | $362.0 萬 | 0.06% | +31,029 | 新進 |
| Sciencast Management LP | 31,000 | $361.7 萬 | 0.83% | +6,772+28.0% | 加碼 |
| Integrated Wealth Concepts LLC | 30,743 | $358.7 萬 | 0.04% | −5,478−15.1% | 減碼 |
| Perigon Wealth Management, LLC | 30,728 | $358.5 萬 | 0.09% | −16,134−34.4% | 減碼 |
| Commerzbank Aktiengesellschaft | 30,583 | $356.8 萬 | 0.08% | +7,098+30.2% | 加碼 |
| Quantbot Technologies LP | 30,554 | $356.5 萬 | 0.11% | +30,554 | 新進 |
| Winton Group Ltd | 30,469 | $355.5 萬 | 0.22% | +30,469 | 新進 |
| National Asset Management, Inc. | 30,338 | $354.0 萬 | 0.11% | +3,731+14.0% | 加碼 |
| Gotham Asset Management, LLC | 30,330 | $353.9 萬 | 0.03% | +1,015+3.5% | 加碼 |
| Salem Investment Counselors Inc | 30,319 | $353.7 萬 | 0.12% | +1,002+3.4% | 加碼 |
| Advisory Services Network, LLC | 30,194 | $352.3 萬 | 0.07% | −626−2.0% | 減碼 |
| J. Safra Sarasin Holding AG | 30,182 | $352.1 萬 | 0.06% | +17,824+144.2% | 加碼 |
| Quadrant Capital Group LLC | 30,105 | $351.2 萬 | 0.13% | +15,960+112.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 30,104 | $351.2 萬 | 0.18% | +7,373+32.4% | 加碼 |
| XTX Topco Ltd | 30,020 | $350.2 萬 | 0.18% | +23,575+365.8% | 加碼 |
| Gifford Fong Associates | 30,000 | $350.0 萬 | 0.87% | 00.0% | 不變 |
| Fulton Bank, N.A. | 29,948 | $349.4 萬 | 0.14% | −472−1.6% | 減碼 |
| South State Corp. | 29,911 | $349.0 萬 | 0.16% | +11,557+63.0% | 加碼 |
| Ritholtz Wealth Management | 29,751 | $347.1 萬 | 0.10% | +498+1.7% | 加碼 |
| HCR Wealth Advisors | 29,636 | $345.8 萬 | 0.45% | +852+3.0% | 加碼 |
| Congress Wealth Management LLC | 29,516 | $345.5 萬 | 0.04% | +2,155+7.9% | 加碼 |
| SRS Capital Advisors, Inc. | 29,463 | $343.7 萬 | 0.22% | +27,895+1,779.0% | 加碼 |
| Capital International Ltd | 29,423 | $343.3 萬 | 0.15% | +1,442+5.2% | 加碼 |
| Longbow Finance SA | 29,358 | $342.5 萬 | 0.41% | −6,304−17.7% | 減碼 |
| Diversified Trust Co | 29,298 | $341.8 萬 | 0.08% | −5,358−15.5% | 減碼 |
| Stephens Inc | 29,288 | $341.7 萬 | 0.05% | −534−1.8% | 減碼 |
| Infrastructure Capital Advisors, LLC | 29,264 | $341.4 萬 | 0.43% | +8,263+39.3% | 加碼 |
| Mirabella Financial Services LLP | 29,004 | $339.4 萬 | 0.14% | +15,739+118.7% | 加碼 |
| Bryn Mawr Trust Co | 29,015 | $338.5 萬 | 0.06% | −1,496−4.9% | 減碼 |
| Integrated Advisors Network LLC | 28,996 | $338.3 萬 | 0.17% | −41,124−58.6% | 減碼 |
| Axxcess Wealth Management, LLC | 28,951 | $337.8 萬 | 0.09% | −3,954−12.0% | 減碼 |
| Equitable Holdings, Inc. | 28,880 | $336.9 萬 | 0.03% | +1,116+4.0% | 加碼 |
| Bleakley Financial Group, LLC | 28,850 | $336.6 萬 | 0.11% | +397+1.4% | 加碼 |
| Allworth Financial LP | 29,081 | $336.2 萬 | 0.02% | +1,043+3.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 28,800 | $336.0 萬 | 0.06% | 00.0% | 不變 |
| Covea Finance | 28,800 | $336.0 萬 | 0.15% | +28,800 | 新進 |
| Americana Partners, LLC | 28,642 | $334.2 萬 | 0.13% | +1,196+4.4% | 加碼 |
| Fidelis Capital Partners, LLC | 28,574 | $331.5 萬 | 0.35% | −170−0.6% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,400 | $331.3 萬 | 0.31% | −2,000−6.6% | 減碼 |
| Principal Securities, Inc. | 26,328 | $331.0 萬 | 0.07% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 28,237 | $329.4 萬 | 0.10% | +6,526+30.1% | 加碼 |
| United Services Automobile Association | 28,503 | $328.7 萬 | 0.10% | 00.0% | 不變 |
| Alerus Financial NA | 28,098 | $327.8 萬 | 0.26% | +24,714+730.3% | 加碼 |
| Dock Street Asset Management Inc | 28,060 | $327.4 萬 | 0.39% | +28,060 | 新進 |
| Brasada Capital Management, LP | 32,434 | $325.3 萬 | 0.65% | −171−0.5% | 減碼 |
| Meyer Handelman Co | 27,568 | $321.6 萬 | 0.11% | −230−0.8% | 減碼 |
| Hodges Capital Management Inc. | 27,432 | $320.0 萬 | 0.32% | −10,948−28.5% | 減碼 |
| Hoey Investments, Inc | 27,251 | $317.9 萬 | 0.63% | −3,710−12.0% | 減碼 |
| Trilogy Capital Inc. | 27,082 | $316.0 萬 | 0.17% | +6,630+32.4% | 加碼 |
| Canandaigua National Bank & Trust Co | 26,846 | $313.2 萬 | 0.31% | −2,640−9.0% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $312.6 萬 | 0.03% | −2,250−7.7% | 減碼 |
| Dimension Capital Management LLC | 26,270 | $306.5 萬 | 0.54% | 00.0% | 不變 |
| Next Level Private LLC | 26,248 | $306.2 萬 | 1.14% | 00.0% | 不變 |
| Merit Financial Group, LLC | 26,193 | $305.6 萬 | 0.05% | +12,035+85.0% | 加碼 |
| Signaturefd, LLC | 25,826 | $301.3 萬 | 0.06% | +1,134+4.6% | 加碼 |
| Culbertson A N & Co Inc | 25,794 | $300.9 萬 | 0.48% | −245−0.9% | 減碼 |
| Morangie Management LLC | 25,721 | $300.1 萬 | 2.94% | +1,259+5.1% | 加碼 |
| Palisade Asset Management, LLC | 25,688 | $299.7 萬 | 0.31% | +349+1.4% | 加碼 |
| Wealthspire Advisors, LLC | 25,493 | $297.4 萬 | 0.02% | −4,815−15.9% | 減碼 |
| Change Path, LLC | 25,478 | $297.3 萬 | 0.09% | +7,451+41.3% | 加碼 |
| Hunter Associates Investment Management LLC | 25,475 | $297.1 萬 | 0.46% | +531+2.1% | 加碼 |
| Benjamin Edwards Inc | 25,380 | $296.1 萬 | 0.04% | −278−1.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 25,340 | $295.6 萬 | 0.04% | −50.0% | 減碼 |
| Davenport & Co LLC | 25,332 | $295.5 萬 | 0.02% | −476−1.8% | 減碼 |
| Horizon Investments, LLC | 25,476 | $294.9 萬 | 0.09% | +847+3.4% | 加碼 |
| Meeder Advisory Services, Inc. | 25,258 | $294.7 萬 | 0.18% | +1,402+5.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 25,103 | $292.9 萬 | 0.13% | −2,972−10.6% | 減碼 |
| Cary Street Partners Financial LLC | 25,053 | $292.3 萬 | 0.09% | −776−3.0% | 減碼 |
| Franklin Street Advisors Inc | 25,000 | $291.7 萬 | 0.21% | 00.0% | 不變 |
| Skopos Labs, Inc. | 24,802 | $289.4 萬 | 0.62% | −3,835−13.4% | 減碼 |