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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 17,534 | $202.2 萬 | 0.03% | −115,443−86.8% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $202.1 萬 | 0.08% | 00.0% | 不變 |
| Arrow Financial Corp | 17,258 | $201.3 萬 | 0.23% | −11,471−39.9% | 減碼 |
| Profund Advisors LLC | 17,247 | $201.2 萬 | 0.09% | −946−5.2% | 減碼 |
| Maven Securities LTD | 17,197 | $200.6 萬 | 0.44% | +8,460+96.8% | 加碼 |
| Bradley Foster & Sargent Inc | 17,147 | $200.1 萬 | 0.03% | −26−0.2% | 減碼 |
| Institute for Wealth Management, LLC. | 17,134 | $199.9 萬 | 0.26% | −144−0.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 17,129 | $199.8 萬 | 0.35% | +366+2.2% | 加碼 |
| Avestar Capital, LLC | 17,047 | $198.9 萬 | 0.19% | +3,757+28.3% | 加碼 |
| Talon Private Wealth, LLC | 16,692 | $198.3 萬 | 0.27% | +16,306+4,224.4% | 加碼 |
| Valeo Financial Advisors, LLC | 16,892 | $197.1 萬 | 0.05% | +156+0.9% | 加碼 |
| Syon Capital LLC | 16,861 | $196.7 萬 | 0.16% | +7,555+81.2% | 加碼 |
| Coastline Trust Co | 16,845 | $196.5 萬 | 0.24% | +571+3.5% | 加碼 |
| Checchi Capital Advisers, LLC | 16,744 | $195.4 萬 | 0.14% | +285+1.7% | 加碼 |
| IFC Advisors LLC | 16,665 | $194.4 萬 | 0.41% | −321−1.9% | 減碼 |
| Altman Advisors, Inc. | 16,844 | $194.4 萬 | 0.90% | +314+1.9% | 加碼 |
| Miracle Mile Advisors, LLC | 16,624 | $194.0 萬 | 0.04% | −344−2.0% | 減碼 |
| Verdence Capital Advisors LLC | 16,554 | $193.1 萬 | 0.15% | −776−4.5% | 減碼 |
| Schear Investment Advisers, LLC | 16,496 | $192.5 萬 | 1.11% | +2,687+19.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 16,423 | $191.6 萬 | 0.03% | +306+1.9% | 加碼 |
| Resources Investment Advisors, LLC. | 16,407 | $191.4 萬 | 0.02% | +538+3.4% | 加碼 |
| Howland Capital Management LLC | 16,298 | $190.1 萬 | 0.08% | 00.0% | 不變 |
| Granite Group Advisors, LLC | 16,205 | $189.1 萬 | 1.31% | −2,423−13.0% | 減碼 |
| iA Global Asset Management Inc. | 16,166 | $188.6 萬 | 0.03% | −53,774−76.9% | 減碼 |
| AMG National Trust Bank | 16,153 | $188.5 萬 | 0.05% | +1,345+9.1% | 加碼 |
| Somerset Trust Co | 16,130 | $188.2 萬 | 0.67% | +708+4.6% | 加碼 |
| Charter Oak Capital Management, LLC | 16,098 | $187.8 萬 | 0.17% | +105+0.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 16,009 | $186.8 萬 | 0.05% | +2,964+22.7% | 加碼 |
| Cherokee Insurance Co | 16,000 | $186.7 萬 | 0.82% | 00.0% | 不變 |
| Decatur Capital Management, Inc. | 15,996 | $186.6 萬 | 0.97% | +47+0.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,970 | $186.3 萬 | 0.05% | −1,593−9.1% | 減碼 |
| Aspen Grove Capital, LLC | 15,952 | $186.1 萬 | 0.36% | 00.0% | 不變 |
| Matrix Trust Co | 15,945 | $186.0 萬 | 0.31% | −283−1.7% | 減碼 |
| 1st Source Bank | 15,928 | $185.8 萬 | 0.11% | +30.0% | 加碼 |
| Trust Investment Advisors | 15,827 | $184.7 萬 | 1.19% | +450+2.9% | 加碼 |
| New England Research & Management, Inc. | 15,694 | $183.1 萬 | 0.93% | +494+3.3% | 加碼 |
| Snowden Capital Advisors LLC | 15,556 | $181.5 萬 | 0.06% | −1,169−7.0% | 減碼 |
| White Pine Capital LLC | 15,485 | $180.7 萬 | 0.63% | +130+0.8% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 15,473 | $180.5 萬 | 0.82% | +15,473 | 新進 |
| Williams Jones Wealth Management, LLC. | 15,429 | $180.0 萬 | 0.02% | +100+0.7% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 15,416 | $179.8 萬 | 1.50% | −755−4.7% | 減碼 |
| Community Bank, N.A. | 15,408 | $179.8 萬 | 0.24% | −7,185−31.8% | 減碼 |
| Cookson Peirce & Co Inc | 15,273 | $178.2 萬 | 0.09% | +7,554+97.9% | 加碼 |
| Atomi Financial Group, Inc. | 15,230 | $177.7 萬 | 0.08% | +10+0.1% | 加碼 |
| Prudent Man Advisors, LLC | 15,155 | $176.8 萬 | 0.64% | +136+0.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,145 | $176.7 萬 | 0.20% | −1,041−6.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 15,144 | $176.7 萬 | 0.10% | +438+3.0% | 加碼 |
| Waterfront Wealth Inc. | 15,132 | $176.5 萬 | 0.43% | −363−2.3% | 減碼 |
| Insigneo Advisory Services, LLC | 15,093 | $176.1 萬 | 0.18% | +1,743+13.1% | 加碼 |
| Ronald Blue Trust, Inc. | 14,974 | $174.7 萬 | 0.02% | +20.0% | 加碼 |
| Mystic Asset Management, Inc. | 14,945 | $174.4 萬 | 0.46% | −119−0.8% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,900 | $173.8 萬 | 0.61% | +200+1.4% | 加碼 |
| Prospera Financial Services Inc | 14,873 | $173.5 萬 | 0.04% | +3,640+32.4% | 加碼 |
| NVWM, LLC | 14,841 | $173.2 萬 | 0.46% | +250+1.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,717 | $171.7 萬 | 0.09% | +1,557+11.8% | 加碼 |
| Northcape Wealth Management, LLC | 14,701 | $171.5 萬 | 0.55% | −555−3.6% | 減碼 |
| Chesapeake Wealth Management | 14,688 | $171.4 萬 | 0.61% | −313−2.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 14,666 | $171.1 萬 | 0.15% | +194+1.3% | 加碼 |
| Krilogy Financial LLC | 14,662 | $171.1 萬 | 0.11% | −508−3.3% | 減碼 |
| Dynasty Wealth Management, LLC | 14,634 | $170.7 萬 | 0.03% | +115+0.8% | 加碼 |
| Oddo BHF Asset Management SAS | 14,466 | $168.8 萬 | 0.07% | +7,466+106.7% | 加碼 |
| Courier Capital LLC | 14,443 | $168.5 萬 | 0.11% | −220−1.5% | 減碼 |
| LS Investment Advisors, LLC | 14,435 | $168.4 萬 | 0.26% | +965+7.2% | 加碼 |
| Congress Asset Management Co | 14,433 | $168.4 萬 | 0.01% | −100−0.7% | 減碼 |
| Alberta Investment Management Corp | 14,400 | $168.0 萬 | 0.01% | −8,100−36.0% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 14,389 | $167.9 萬 | 2.57% | −12,288−46.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 14,373 | $167.7 萬 | 0.04% | +11,338+373.6% | 加碼 |
| Trust Asset Management LLC | 14,311 | $167.0 萬 | 0.14% | −976−6.4% | 減碼 |
| Parkside Financial Bank & Trust | 14,284 | $166.7 萬 | 0.21% | +378+2.7% | 加碼 |
| Aventura Private Wealth, LLC | 14,104 | $164.5 萬 | 0.86% | +516+3.8% | 加碼 |
| Trust Co of Vermont | 14,037 | $163.8 萬 | 0.08% | +637+4.8% | 加碼 |
| Quadcap Wealth Management, LLC | 13,985 | $163.2 萬 | 0.24% | +2,819+25.2% | 加碼 |
| Qtron Investments LLC | 13,955 | $162.8 萬 | 0.24% | 00.0% | 不變 |
| AE Wealth Management LLC | 13,936 | $162.6 萬 | 0.01% | +26+0.2% | 加碼 |
| Diligent Investors, LLC | 13,906 | $162.2 萬 | 0.39% | −254−1.8% | 減碼 |
| Tocqueville Asset Management L.P. | 13,890 | $162.1 萬 | 0.03% | −155−1.1% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 13,879 | $161.9 萬 | 0.04% | −505,633−97.3% | 減碼 |
| TLWM | 13,863 | $161.7 萬 | 0.32% | +248+1.8% | 加碼 |
| Umpqua Bank | 13,853 | $161.6 萬 | 0.56% | +194+1.4% | 加碼 |
| NBT Bank N A | 13,747 | $160.4 萬 | 0.12% | −277−2.0% | 減碼 |
| Regal Investment Advisors LLC | 13,630 | $159.0 萬 | 0.13% | −7,365−35.1% | 減碼 |
| Garner Asset Management Corp | 13,624 | $159.0 萬 | 0.70% | −120−0.9% | 減碼 |
| Golden State Equity Partners | 13,615 | $158.8 萬 | 0.31% | −61−0.4% | 減碼 |
| Convergence Investment Partners, LLC | 13,558 | $158.2 萬 | 0.44% | +1,034+8.3% | 加碼 |
| Systematic Financial Management LP | 13,500 | $157.5 萬 | 0.04% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 13,412 | $156.5 萬 | 0.43% | +319+2.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 13,383 | $156.1 萬 | 0.01% | +1,505+12.7% | 加碼 |
| Brighton Jones LLC | 13,382 | $156.1 萬 | 0.05% | +600+4.7% | 加碼 |
| Long Run Wealth Advisors, LLC | 13,349 | $155.7 萬 | 0.35% | +2,206+19.8% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 13,344 | $155.7 萬 | 0.05% | +1,277+10.6% | 加碼 |
| Great Diamond Partners, LLC | 13,289 | $155.0 萬 | 0.42% | −947−6.7% | 減碼 |
| Quent Capital, LLC | 13,269 | $154.8 萬 | 0.16% | +971+7.9% | 加碼 |
| Vanguard Capital Wealth Advisors | 13,261 | $154.7 萬 | 1.89% | −3,100−18.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 13,114 | $153.0 萬 | 0.14% | −500−3.7% | 減碼 |
| Crestwood Advisors Group LLC | 13,110 | $153.0 萬 | 0.03% | +280+2.2% | 加碼 |
| Norden Group LLC | 13,057 | $152.3 萬 | 0.18% | −1,076−7.6% | 減碼 |
| Evoke Wealth, LLC | 13,016 | $151.9 萬 | 0.04% | +528+4.2% | 加碼 |
| Wilkins Investment Counsel Inc | 12,949 | $151.1 萬 | 0.22% | −1,665−11.4% | 減碼 |
| Smartleaf Asset Management LLC | 13,093 | $151.0 萬 | 0.15% | +1,010+8.4% | 加碼 |
| Foster & Motley Inc | 12,908 | $150.6 萬 | 0.09% | −1,172−8.3% | 減碼 |