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 2,745 家機構在 13F 申報持有，市值合計 $2,819 億；維京全球投資和索羅斯基金管理兩位大師持有。
2025 年第 2 季 13F 持有人
Morgan Stanley 在 2025/6/30 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
- 2,209
- 較 2025 年第 1 季 +132 家
- 持有股數
- 13.5 億
- 較 2025 年第 1 季 −993.5 萬 (−0.7%)
- 總市值
- $1,906 億
- 較 2025 年第 1 季 +$317.3 億 (+20.0%)
- 新進機構
- 249
- 另有 895 家加碼
- 清倉機構
- 117
- 另有 772 家減碼
另有 27 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 2,745 | $2,819 億 |
| 2026 年第 1 季 | 2,514 | $2,182 億 |
| 2025 年第 4 季 | 2,533 | $2,408 億 |
| 2025 年第 3 季 | 2,266 | $2,179 億 |
| 2025 年第 2 季 | 2,209 | $1,920 億 |
| 2025 年第 1 季 | 2,104 | $1,599 億 |
| 2024 年第 4 季 | 2,118 | $1,711 億 |
| 2024 年第 3 季 | 1,875 | $1,454 億 |
| 2024 年第 2 季 | 1,829 | $1,362 億 |
| 2024 年第 1 季 | 1,799 | $1,339 億 |
| 2023 年第 4 季 | 1,761 | $1,347 億 |
| 2023 年第 3 季 | 1,671 | $1,131 億 |
| 2023 年第 2 季 | 1,689 | $1,192 億 |
| 2023 年第 1 季 | 1,674 | $1,270 億 |
| 2022 年第 4 季 | 1,682 | $1,209 億 |
| 2022 年第 3 季 | 1,586 | $1,134 億 |
| 2022 年第 2 季 | 1,607 | $1,097 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,476 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,440 億 |
| 2021 年第 1 季 | 1,516 | $1,239 億 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $531.2 億 | 100.00% | 00.0% | 不變 |
| Vanguard Group Inc | 119,123,487 | $167.8 億 | 0.27% | +1,354,142+1.1% | 加碼 |
| State Street Corp | 104,124,618 | $146.7 億 | 0.55% | −3,021,615−2.8% | 減碼 |
| BlackRock, Inc. | 95,012,109 | $133.8 億 | 0.26% | −1,226,243−1.3% | 減碼 |
| JPMorgan Chase & Co | 39,158,809 | $55.2 億 | 0.38% | +579,045+1.5% | 加碼 |
| Capital International Investors | 27,153,727 | $38.2 億 | 0.66% | +169,621+0.6% | 加碼 |
| Geode Capital Management, LLC | 26,633,092 | $37.4 億 | 0.26% | −29,297−0.1% | 減碼 |
| Fisher Asset Management, LLC | 24,045,186 | $33.9 億 | 1.34% | +749,150+3.2% | 加碼 |
| FMR LLC | 20,823,553 | $29.3 億 | 0.17% | −2,704,842−11.5% | 減碼 |
| Capital Research Global Investors | 19,384,370 | $27.3 億 | 0.55% | −578,058−2.9% | 減碼 |
| Wellington Management Group LLP | 19,124,172 | $26.9 億 | 0.49% | −180,871−0.9% | 減碼 |
| Bank of America Corp | 17,074,635 | $24.1 億 | 0.19% | −4,033,904−19.1% | 減碼 |
| Norges Bank | 15,865,987 | $22.3 億 | 0.28% | +550,528+3.6% | 加碼 |
| Goldman Sachs Group Inc | 15,771,472 | $22.2 億 | 0.36% | −806,044−4.9% | 減碼 |
| Massachusetts Financial Services Co | 13,714,110 | $19.3 億 | 0.61% | −2,591,994−15.9% | 減碼 |
| Northern Trust Corp | 13,703,501 | $19.3 億 | 0.27% | −103,652−0.8% | 減碼 |
| Ameriprise Financial Inc | 13,438,530 | $18.9 億 | 0.47% | +374,711+2.9% | 加碼 |
| Price T Rowe Associates Inc | 12,223,738 | $17.2 億 | 0.20% | +903,590+8.0% | 加碼 |
| UBS Asset Management Americas Inc | 11,190,724 | $15.8 億 | 0.32% | +1,537,814+15.9% | 加碼 |
| UBS Group AG | 11,121,603 | $15.7 億 | 0.33% | −1,005,119−8.3% | 減碼 |
| Charles Schwab Investment Management Inc | 10,980,120 | $15.5 億 | 0.27% | +28,420+0.3% | 加碼 |
| Franklin Resources Inc | 9,623,305 | $13.6 億 | 0.36% | +1,476,372+18.1% | 加碼 |
| Schroder Investment Management Group | 9,357,200 | $13.2 億 | 1.11% | +1,776,544+23.4% | 加碼 |
| Royal Bank of Canada | 9,341,223 | $13.2 億 | 0.26% | −46,681−0.5% | 減碼 |
| Invesco Ltd. | 8,834,557 | $12.4 億 | 0.21% | −125,197−1.4% | 減碼 |
| Bank of New York Mellon Corp | 8,733,818 | $12.3 億 | 0.23% | +1,062,996+13.9% | 加碼 |
| Legal & General Group Plc | 8,136,401 | $11.5 億 | 0.28% | −75,162−0.9% | 減碼 |
| Dimensional Fund Advisors LP | 8,023,833 | $11.3 億 | 0.26% | −13,508−0.2% | 減碼 |
| Bank of Montreal | 6,402,618 | $9.02 億 | 0.45% | +816,046+14.6% | 加碼 |
| Morgan Stanley | 6,016,114 | $8.47 億 | 0.06% | −134,851−2.2% | 減碼 |
| Amundi | 5,843,655 | $8.15 億 | 0.28% | +643,591+12.4% | 加碼 |
| Capital World Investors | 5,643,069 | $7.95 億 | 0.12% | +23,673+0.4% | 加碼 |
| Nuveen, LLC | 5,493,015 | $7.74 億 | 0.21% | −1,085,424−16.5% | 減碼 |
| Janus Henderson Group PLC | 5,469,124 | $7.70 億 | 0.38% | +429,550+8.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,667,050 | $6.57 億 | 0.59% | −2,314,332−33.2% | 減碼 |
| Deutsche Bank AG | 4,584,245 | $6.46 億 | 0.24% | +174,906+4.0% | 加碼 |
| Alphinity Investment Management Pty Ltd | 4,171,730 | $5.88 億 | 5.03% | −1,176,743−22.0% | 減碼 |
| Wells Fargo & Company | 4,107,018 | $5.79 億 | 0.13% | −23,266−0.6% | 減碼 |
| Principal Financial Group Inc | 4,021,051 | $5.66 億 | 0.30% | −48,216−1.2% | 減碼 |
| Boston Partners | 3,867,159 | $5.45 億 | 0.60% | +11,861+0.3% | 加碼 |
| Citadel Advisors LLC | 3,853,351 | $5.43 億 | 0.47% | +2,120,617+122.4% | 加碼 |
| Voya Investment Management LLC | 3,470,112 | $4.89 億 | 0.49% | −322,224−8.5% | 減碼 |
| HSBC Holdings PLC | 3,370,723 | $4.74 億 | 0.30% | −307,212−8.4% | 減碼 |
| Axiom Investors LLC | 3,259,245 | $4.59 億 | 3.77% | +147,266+4.7% | 加碼 |
| Barclays PLC | 3,072,419 | $4.33 億 | 0.17% | −2,938,425−48.9% | 減碼 |
| Envestnet Asset Management Inc | 3,048,457 | $4.29 億 | 0.13% | +101,773+3.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,839,512 | $4.00 億 | 0.25% | −151,410−5.1% | 減碼 |
| Citigroup Inc | 2,661,035 | $3.75 億 | 0.26% | −25,596−1.0% | 減碼 |
| National Pension Service | 2,592,686 | $3.65 億 | 0.32% | +192,702+8.0% | 加碼 |
| Alliancebernstein L.P. | 2,587,544 | $3.64 億 | 0.12% | −37,455−1.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,317,323 | $3.26 億 | 0.26% | +163,980+7.6% | 加碼 |
| Lord, Abbett & Co. LLC | 2,295,379 | $3.23 億 | 1.04% | +438,917+23.6% | 加碼 |
| Neuberger Berman Group LLC | 2,293,334 | $3.23 億 | 0.25% | +287,671+14.3% | 加碼 |
| Rhumbline Advisers | 2,264,771 | $3.19 億 | 0.27% | −48,044−2.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,253,747 | $3.17 億 | 0.20% | +2,113+0.1% | 加碼 |
| Raymond James Financial Inc | 2,247,993 | $3.17 億 | 0.11% | −200,450−8.2% | 減碼 |
| Canada Pension Plan Investment Board | 2,223,850 | $3.13 億 | 0.27% | −31,500−1.4% | 減碼 |
| FIL Ltd | 2,152,901 | $3.03 億 | 0.26% | +522,678+32.1% | 加碼 |
| Marshall Wace, LLP | 2,092,341 | $2.95 億 | 0.35% | +1,793,774+600.8% | 加碼 |
| California Public Employees Retirement System | 2,047,882 | $2.88 億 | 0.18% | −660,607−24.4% | 減碼 |
| LPL Financial LLC | 2,017,525 | $2.84 億 | 0.09% | +87,548+4.5% | 加碼 |
| Ensign Peak Advisors, Inc | 1,995,635 | $2.81 億 | 0.48% | −440,871−18.1% | 減碼 |
| Federated Hermes, Inc. | 1,970,570 | $2.78 億 | 0.52% | −234,173−10.6% | 減碼 |
| California State Teachers Retirement System | 1,855,318 | $2.61 億 | 0.29% | −6,583−0.4% | 減碼 |
| Fayez Sarofim & Co | 1,844,057 | $2.60 億 | 0.62% | −186,386−9.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,834,801 | $2.58 億 | 1.00% | −44,333−2.4% | 減碼 |
| KBC Group NV | 1,799,625 | $2.53 億 | 0.68% | +1,317,905+273.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,797,450 | $2.53 億 | 0.20% | −527,338−22.7% | 減碼 |
| Squarepoint Ops LLC | 1,679,297 | $2.37 億 | 0.52% | +1,481,781+750.2% | 加碼 |
| Allianz Asset Management GmbH | 1,645,224 | $2.32 億 | 0.31% | −501,443−23.4% | 減碼 |
| Cullen Capital Management LLC | 1,636,014 | $2.30 億 | 2.62% | −26,585−1.6% | 減碼 |
| Stifel Financial Corp | 1,604,613 | $2.26 億 | 0.22% | −14,608−0.9% | 減碼 |
| Hamlin Capital Management, LLC | 1,528,105 | $2.15 億 | 4.98% | +12,825+0.8% | 加碼 |
| Fifth Third Bancorp | 1,513,135 | $2.13 億 | 0.74% | −1,306−0.1% | 減碼 |
| New York State Common Retirement Fund | 1,512,664 | $2.13 億 | 0.28% | −11,539−0.8% | 減碼 |
| HighTower Advisors, LLC | 1,464,109 | $2.03 億 | 0.25% | +70,568+5.1% | 加碼 |
| Bessemer Group Inc | 1,409,071 | $1.98 億 | 0.32% | −60,522−4.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,356,355 | $1.91 億 | 0.12% | +1,349,760+20,466.4% | 加碼 |
| Macquarie Group Ltd | 1,350,320 | $1.90 億 | 0.23% | −42,031−3.0% | 減碼 |
| Evercore Wealth Management, LLC | 1,261,942 | $1.78 億 | 2.76% | +19,944+1.6% | 加碼 |
| CI Private Wealth, LLC | 1,255,179 | $1.77 億 | 0.24% | −2,659−0.2% | 減碼 |
| Focused Investors LLC | 1,249,900 | $1.76 億 | 5.76% | −27,100−2.1% | 減碼 |
| Great West Life Assurance Co | 1,236,150 | $1.74 億 | 0.28% | +2,594+0.2% | 加碼 |
| Balyasny Asset Management LLC | 1,231,064 | $1.73 億 | 0.39% | +1,150,600+1,430.0% | 加碼 |
| Rokos Capital Management LLP | 1,230,466 | $1.73 億 | 2.90% | +40,237+3.4% | 加碼 |
| National Bank of Canada | 1,215,126 | $1.71 億 | 0.18% | +43,198+3.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,186,683 | $1.67 億 | 0.30% | −17,262−1.4% | 減碼 |
| Qube Research & Technologies Ltd | 1,180,424 | $1.66 億 | 0.23% | −509,058−30.1% | 減碼 |
| Commerce Bank | 1,175,100 | $1.66 億 | 0.98% | −12,831−1.1% | 減碼 |
| Standard Life Aberdeen plc | 1,146,379 | $1.61 億 | 0.27% | +88,022+8.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,136,149 | $1.60 億 | 0.28% | +15,160+1.4% | 加碼 |
| American Century Companies Inc | 1,095,548 | $1.54 億 | 0.08% | −831,977−43.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,085,434 | $1.53 億 | 0.26% | +7,000+0.6% | 加碼 |
| Prudential Financial Inc | 1,081,545 | $1.52 億 | 0.20% | −531,474−32.9% | 減碼 |
| Natixis Advisors, L.P. | 1,078,625 | $1.52 億 | 0.24% | +18,006+1.7% | 加碼 |
| New York State Teachers Retirement System | 1,065,312 | $1.50 億 | 0.31% | −79,313−6.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 982,218 | $1.42 億 | 0.23% | +12,298+1.3% | 加碼 |
| Victory Capital Management Inc | 996,216 | $1.40 億 | 0.09% | +216,393+27.7% | 加碼 |
| Korea Investment CORP | 945,678 | $1.33 億 | 0.30% | −101,357−9.7% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $1.33 億 | 0.62% | +357,000+61.0% | 加碼 |