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 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2025 年第 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
- 2,208
- 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 894 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 | $2,817 億 |
| 2026 年第 1 季 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 313,372 | $4,414 萬 | 0.26% | −9,338−2.9% | 減碼 |
| Vontobel Holding Ltd. | 313,576 | $4,417 萬 | 0.15% | −17,211−5.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 317,142 | $4,467 萬 | 1.97% | +15,173+5.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 317,245 | $4,469 萬 | 2.42% | −5,267−1.6% | 減碼 |
| LGT Capital Partners Ltd. | 326,967 | $4,606 萬 | 2.04% | −82,175−20.1% | 減碼 |
| Prana Capital Management, LP | 327,342 | $4,611 萬 | 1.67% | +42,731+15.0% | 加碼 |
| Janney Montgomery Scott LLC | 327,631 | $4,615 萬 | 0.12% | −5,665−1.7% | 減碼 |
| Factory Mutual Insurance Co | 329,050 | $4,635 萬 | 0.51% | −77,300−19.0% | 減碼 |
| DJE Kapital AG | 331,071 | $4,665 萬 | 1.14% | −99,230−23.1% | 減碼 |
| Gradient Investments LLC | 331,198 | $4,665 萬 | 0.85% | −4,802−1.4% | 減碼 |
| State of Michigan Retirement System | 335,926 | $4,732 萬 | 0.24% | +200+0.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 341,029 | $4,804 萬 | 0.39% | +1,484+0.4% | 加碼 |
| Comerica Bank | 342,918 | $4,830 萬 | 0.19% | +23,604+7.4% | 加碼 |
| Rockefeller Capital Management L.P. | 331,932 | $4,838 萬 | 0.11% | −14,493−4.2% | 減碼 |
| SG Americas Securities, LLC | 347,173 | $4,890 萬 | 0.21% | +314,718+969.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 349,847 | $4,928 萬 | 0.87% | +860+0.2% | 加碼 |
| Arizona State Retirement System | 353,630 | $4,981 萬 | 0.29% | +11,364+3.3% | 加碼 |
| Quantinno Capital Management LP | 355,420 | $5,006 萬 | 0.22% | +114,063+47.3% | 加碼 |
| Fiduciary Trust Co | 358,324 | $5,047 萬 | 0.62% | −5,828−1.6% | 減碼 |
| Ofi Invest Asset Management | 421,597 | $5,059 萬 | 1.25% | +21,366+5.3% | 加碼 |
| Edgar Lomax Co | 359,675 | $5,066 萬 | 3.20% | −5,750−1.6% | 減碼 |
| Sarasin & Partners LLP | 367,543 | $5,177 萬 | 0.52% | +1,718+0.5% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $5,201 萬 | 2.59% | 00.0% | 不變 |
| Man Group plc | 371,908 | $5,239 萬 | 0.11% | −45,755−11.0% | 減碼 |
| Todd Asset Management LLC | 382,663 | $5,390 萬 | 1.16% | −4,176−1.1% | 減碼 |
| Capital Fund Management S.A. | 384,756 | $5,420 萬 | 0.60% | −446,991−53.7% | 減碼 |
| Clearbridge Investments, LLC | 385,043 | $5,424 萬 | 0.04% | −18,785−4.7% | 減碼 |
| Agf Management Ltd | 385,876 | $5,435 萬 | 0.25% | +57,898+17.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 395,039 | $5,565 萬 | 0.42% | +262,378+197.8% | 加碼 |
| Banco Santander, S.A. | 395,457 | $5,570 萬 | 0.53% | +33,507+9.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 406,318 | $5,723 萬 | 0.22% | +1,625+0.4% | 加碼 |
| STRS Ohio | 408,263 | $5,751 萬 | 0.21% | +20,337+5.2% | 加碼 |
| AMF Pensionsforsakring AB | 409,071 | $5,765 萬 | 0.38% | +196,836+92.7% | 加碼 |
| Rafferty Asset Management, LLC | 413,521 | $5,825 萬 | 0.19% | +6,298+1.5% | 加碼 |
| Mackenzie Financial Corp | 415,882 | $5,858 萬 | 0.08% | −946,529−69.5% | 減碼 |
| Employees Retirement System of Texas | 421,200 | $5,933 萬 | 0.48% | −11,600−2.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 421,440 | $5,935 萬 | 0.29% | +25,578+6.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 432,278 | $6,089 萬 | 1.27% | +6,835+1.6% | 加碼 |
| Gateway Investment Advisers LLC | 441,659 | $6,221 萬 | 0.68% | −2,276−0.5% | 減碼 |
| State of Tennessee, Treasury Department | 442,369 | $6,231 萬 | 0.22% | −14,422−3.2% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 445,491 | $6,275 萬 | 0.36% | −22,982−4.9% | 減碼 |
| Handelsbanken Fonder AB | 448,563 | $6,319 萬 | 0.22% | −22,108−4.7% | 減碼 |
| Pinnacle Associates Ltd | 453,078 | $6,382 萬 | 0.92% | −7,652−1.7% | 減碼 |
| Donaldson Capital Management, LLC | 458,190 | $6,454 萬 | 2.37% | −3,848−0.8% | 減碼 |
| Acadian Asset Management LLC | 462,696 | $6,517 萬 | 0.13% | +224,588+94.3% | 加碼 |
| Commonwealth Equity Services, LLC | 463,321 | $6,526 萬 | 0.09% | −3,643−0.8% | 減碼 |
| Chilton Capital Management LLC | 463,808 | $6,533 萬 | 2.39% | +116,157+33.4% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 467,334 | $6,583 萬 | 5.41% | +467,334 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 467,847 | $6,584 萬 | 0.16% | +92,465+24.6% | 加碼 |
| Public Employees Retirement System of Ohio | 474,775 | $6,688 萬 | 0.23% | −498−0.1% | 減碼 |
| MML Investors Services, LLC | 477,856 | $6,731 萬 | 0.19% | +42,173+9.7% | 加碼 |
| Calamos Advisors LLC | 487,782 | $6,871 萬 | 0.29% | +42,795+9.6% | 加碼 |
| Two Sigma Investments, LP | 493,318 | $6,949 萬 | 0.13% | +470,113+2,025.9% | 加碼 |
| Nisa Investment Advisors, LLC | 493,616 | $6,953 萬 | 0.31% | −109,949−18.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 494,832 | $6,971 萬 | 0.40% | −30,367−5.8% | 減碼 |
| KLP Kapitalforvaltning AS | 497,089 | $7,002 萬 | 0.30% | +17,100+3.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 497,229 | $7,004 萬 | 0.16% | −29,430−5.6% | 減碼 |
| Capital Advisors Inc | 503,461 | $7,092 萬 | 1.27% | +343+0.1% | 加碼 |
| Millennium Management LLC | 510,993 | $7,198 萬 | 0.06% | −3,698,590−87.9% | 減碼 |
| SEI Investments Co | 519,424 | $7,317 萬 | 0.08% | −85,252−14.1% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 529,127 | $7,453 萬 | 0.43% | −539,100−50.5% | 減碼 |
| Nomura Asset Management Co Ltd | 531,015 | $7,480 萬 | 0.21% | +5,240+1.0% | 加碼 |
| Treasurer of the State of North Carolina | 538,006 | $7,578 萬 | 0.24% | +12,934+2.5% | 加碼 |
| AXA S.A. | 553,866 | $7,802 萬 | 0.22% | +290,862+110.6% | 加碼 |
| Asset Management One Co.,Ltd. | 559,867 | $7,886 萬 | 0.25% | −33,334−5.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 561,191 | $7,905 萬 | 0.19% | +40,574+7.8% | 加碼 |
| TD Asset Management Inc | 565,320 | $7,963 萬 | 0.07% | −21,002−3.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 587,689 | $8,265 萬 | 0.15% | −105,095−15.2% | 減碼 |
| CIBC World Markets Inc. | 591,147 | $8,327 萬 | 0.18% | −195,522−24.9% | 減碼 |
| Truist Financial Corp | 599,415 | $8,443 萬 | 0.12% | −3,482−0.6% | 減碼 |
| Bank of Nova Scotia | 610,282 | $8,596 萬 | 0.18% | −133,949−18.0% | 減碼 |
| UniSuper Management Pty Ltd | 610,630 | $8,601 萬 | 0.58% | −216,252−26.2% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 616,575 | $8,685 萬 | 4.08% | −1,634−0.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 618,110 | $8,707 萬 | 0.31% | +327,870+113.0% | 加碼 |
| Danske Bank A/S | 618,224 | $8,708 萬 | 0.22% | +45,301+7.9% | 加碼 |
| Primecap Management Co | 635,781 | $8,956 萬 | 0.07% | −514,364−44.7% | 減碼 |
| Royal London Asset Management Ltd | 638,958 | $9,000 萬 | 0.21% | −25,449−3.8% | 減碼 |
| TCW Group Inc | 641,942 | $9,042 萬 | 0.71% | +1,303+0.2% | 加碼 |
| Virginia Retirement Systems Et Al | 654,400 | $9,218 萬 | 0.64% | +17,000+2.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 657,397 | $9,260 萬 | 0.27% | +3,539+0.5% | 加碼 |
| State of Wisconsin Investment Board | 681,622 | $9,601 萬 | 0.23% | −76,640−10.1% | 減碼 |
| Toronto Dominion Bank | 684,045 | $9,636 萬 | 0.21% | +298,762+77.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 714,540 | $1.01 億 | 0.16% | −241,746−25.3% | 減碼 |
| Artisan Partners Limited Partnership | 720,474 | $1.01 億 | 0.15% | −14,680−2.0% | 減碼 |
| Swiss Life Asset Management Ltd | 738,138 | $1.04 億 | 0.61% | +10,359+1.4% | 加碼 |
| Russell Investments Group, Ltd. | 750,583 | $1.06 億 | 0.13% | −89,414−10.6% | 減碼 |
| US Bancorp | 755,354 | $1.06 億 | 0.13% | +1,953+0.3% | 加碼 |
| Rathbone Brothers plc | 762,845 | $1.07 億 | 0.46% | +57,532+8.2% | 加碼 |
| DnB Asset Management AS | 783,785 | $1.10 億 | 0.46% | +5,229+0.7% | 加碼 |
| Pictet Asset Management Holding SA | 789,947 | $1.11 億 | 0.11% | −6,428−0.8% | 減碼 |
| Mariner, LLC | 790,806 | $1.11 億 | 0.16% | +27,715+3.6% | 加碼 |
| Pzena Investment Management LLC | 791,167 | $1.11 億 | 0.36% | +27,993+3.7% | 加碼 |
| Aristotle Capital Management, LLC | 795,487 | $1.12 億 | 0.22% | 00.0% | 不變 |
| Kames Capital plc | 797,191 | $1.12 億 | 1.44% | +42,311+5.6% | 加碼 |
| RBF Capital, LLC | 810,432 | $1.14 億 | 5.65% | +810,432 | 新進 |
| Storebrand Asset Management AS | 812,127 | $1.14 億 | 0.33% | +10,291+1.3% | 加碼 |
| Retirement Systems of Alabama | 817,264 | $1.15 億 | 0.41% | −54,714−6.3% | 減碼 |
| M&T Bank Corp | 817,487 | $1.15 億 | 0.40% | +2,854+0.4% | 加碼 |
| First Trust Advisors LP | 840,460 | $1.18 億 | 0.10% | +22,757+2.8% | 加碼 |
| Capitolis Liquid Global Markets LLC | 860,000 | $1.21 億 | 0.89% | +860,000 | 新進 |