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
- 2,209
- 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 | $2,817 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 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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 329,050 | $4,635 萬 | 0.51% | −77,300−19.0% | 減碼 |
| Janney Montgomery Scott LLC | 327,631 | $4,615 萬 | 0.12% | −5,665−1.7% | 減碼 |
| Prana Capital Management, LP | 327,342 | $4,611 萬 | 1.67% | +42,731+15.0% | 加碼 |
| LGT Capital Partners Ltd. | 326,967 | $4,606 萬 | 2.04% | −82,175−20.1% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 317,245 | $4,469 萬 | 2.42% | −5,267−1.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 317,142 | $4,467 萬 | 1.97% | +15,173+5.0% | 加碼 |
| Vontobel Holding Ltd. | 313,576 | $4,417 萬 | 0.15% | −17,211−5.2% | 減碼 |
| MetLife Investment Management | 313,372 | $4,414 萬 | 0.26% | −9,338−2.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 307,946 | $4,338 萬 | 0.25% | +7,644+2.5% | 加碼 |
| Annex Advisory Services, LLC | 307,868 | $4,337 萬 | 1.04% | +15,968+5.5% | 加碼 |
| Baird Financial Group, Inc. | 307,484 | $4,331 萬 | 0.08% | +9,827+3.3% | 加碼 |
| GW&K Investment Management, LLC | 305,288 | $4,300 萬 | 0.38% | −5,765−1.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 302,970 | $4,268 萬 | 0.23% | +19,995+7.1% | 加碼 |
| Czech National Bank | 301,957 | $4,253 萬 | 0.33% | +17,748+6.2% | 加碼 |
| Teacher Retirement System of Texas | 295,948 | $4,169 萬 | 0.18% | −34,878−10.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 295,170 | $4,158 萬 | 0.04% | +12,238+4.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 294,909 | $4,154 萬 | 0.07% | −524−0.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 292,594 | $4,121 萬 | 0.47% | −1,272−0.4% | 減碼 |
| Creative Planning | 289,306 | $4,075 萬 | 0.03% | +18,763+6.9% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 288,064 | $4,058 萬 | 0.90% | −746−0.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 283,479 | $3,993 萬 | 0.08% | +43,827+18.3% | 加碼 |
| Groupama Asset Managment | 282,288 | $3,972 萬 | 0.66% | +8,694+3.2% | 加碼 |
| QRG Capital Management, Inc. | 280,127 | $3,946 萬 | 0.34% | +17,571+6.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 275,471 | $3,882 萬 | 0.17% | −5,700−2.0% | 減碼 |
| ProShare Advisors LLC | 274,667 | $3,869 萬 | 0.08% | −16,541−5.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 273,157 | $3,848 萬 | 0.19% | −22,299−7.5% | 減碼 |
| Matrix Asset Advisors Inc | 269,515 | $3,796 萬 | 3.84% | +9,164+3.5% | 加碼 |
| Blue Chip Partners, Inc. | 268,859 | $3,787 萬 | 3.09% | −8,375−3.0% | 減碼 |
| Conning Inc. | 267,502 | $3,768 萬 | 1.29% | −22,927−7.9% | 減碼 |
| Foundations Investment Advisors, LLC | 264,872 | $3,731 萬 | 0.59% | +34,524+15.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 263,575 | $3,713 萬 | 0.04% | +15,623+6.3% | 加碼 |
| Forsta Ap-Fonden | 259,463 | $3,655 萬 | 0.24% | −22,500−8.0% | 減碼 |
| Ossiam | 254,800 | $3,589 萬 | 0.40% | +90,817+55.4% | 加碼 |
| Public Sector Pension Investment Board | 254,256 | $3,581 萬 | 0.15% | −176,553−41.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 252,876 | $3,562 萬 | 2.06% | +6,102+2.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 252,610 | $3,558 萬 | 0.15% | +13,235+5.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 249,540 | $3,515 萬 | 0.24% | +44,241+21.5% | 加碼 |
| Erste Asset Management GmbH | 247,209 | $3,479 萬 | 0.29% | +82,064+49.7% | 加碼 |
| Heritage Investors Management Corp | 246,115 | $3,467 萬 | 1.10% | −5,901−2.3% | 減碼 |
| Bollard Group LLC | 245,883 | $3,464 萬 | 0.79% | +26,543+12.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 244,984 | $3,451 萬 | 0.28% | +93,000+61.2% | 加碼 |
| Advisor Group Holdings, Inc. | 258,225 | $3,430 萬 | 0.06% | +93,961+57.2% | 加碼 |
| Keybank National Association | 241,886 | $3,407 萬 | 0.13% | −4,549−1.8% | 減碼 |
| IFM Investors Pty Ltd | 237,435 | $3,345 萬 | 0.32% | +11,098+4.9% | 加碼 |
| Cerity Partners LLC | 237,331 | $3,343 萬 | 0.06% | +7,022+3.0% | 加碼 |
| Maple Capital Management, Inc. | 236,161 | $3,327 萬 | 2.28% | −12,730−5.1% | 減碼 |
| Amalgamated Bank | 235,470 | $3,317 萬 | 0.26% | −1,558−0.7% | 減碼 |
| Aptus Capital Advisors, LLC | 234,951 | $3,310 萬 | 0.33% | +13,987+6.3% | 加碼 |
| Colony Group, LLC | 232,883 | $3,280 萬 | 0.07% | +62,533+36.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 231,700 | $3,264 萬 | 0.23% | −1,800−0.8% | 減碼 |
| Boston Common Asset Management, LLC | 226,009 | $3,184 萬 | 0.89% | −2,363−1.0% | 減碼 |
| Pinebridge Investments, L.P. | 219,440 | $3,091 萬 | 0.25% | −426,030−66.0% | 減碼 |
| Gabelli Funds LLC | 219,437 | $3,091 萬 | 0.22% | −25,032−10.2% | 減碼 |
| Cetera Investment Advisers | 221,331 | $3,080 萬 | 0.05% | +14,107+6.8% | 加碼 |
| ExodusPoint Capital Management, LP | 218,280 | $3,075 萬 | 0.37% | +218,280 | 新進 |
| TD Waterhouse Canada Inc. | 217,039 | $3,063 萬 | 0.22% | −28,728−11.7% | 減碼 |
| Freestone Grove Partners LP | 215,430 | $3,035 萬 | 0.23% | +215,430 | 新進 |
| Bailard, Inc. | 213,830 | $3,012 萬 | 0.70% | −495−0.2% | 減碼 |
| Chilton Investment Co LLC | 212,113 | $2,988 萬 | 0.66% | −48,239−18.5% | 減碼 |
| Capital International Inc | 210,453 | $2,964 萬 | 0.29% | +59,241+39.2% | 加碼 |
| Pacific Heights Asset Management LLC | 210,000 | $2,958 萬 | 1.58% | +25,000+13.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 209,554 | $2,952 萬 | 1.88% | −694−0.3% | 減碼 |
| First Manhattan Co | 206,573 | $2,910 萬 | 0.08% | +20,922+11.3% | 加碼 |
| Harvest Portfolios Group Inc. | 204,014 | $2,874 萬 | 0.67% | +14,060+7.4% | 加碼 |
| USS Investment Management Ltd | 203,469 | $2,865 萬 | 0.18% | +1,389+0.7% | 加碼 |
| Camden Capital, LLC | 203,261 | $2,863 萬 | 2.69% | +650.0% | 加碼 |
| Scotia Capital Inc. | 200,761 | $2,828 萬 | 0.13% | +74,143+58.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 200,218 | $2,820 萬 | 0.19% | +12,425+6.6% | 加碼 |
| AQR Capital Management LLC | 198,741 | $2,799 萬 | 0.02% | −60,842−23.4% | 減碼 |
| Hallmark Capital Management Inc | 198,396 | $2,795 萬 | 2.01% | −4,050−2.0% | 減碼 |
| Peapack Gladstone Financial Corp | 197,871 | $2,787 萬 | 0.39% | +1,350+0.7% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 197,574 | $2,783 萬 | 4.48% | −747−0.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 195,849 | $2,759 萬 | 0.45% | −35,522−15.4% | 減碼 |
| LVM Capital Management Ltd | 195,366 | $2,752 萬 | 2.85% | −1,807−0.9% | 減碼 |
| CIBC Asset Management Inc | 194,961 | $2,746 萬 | 0.09% | −26,684−12.0% | 減碼 |
| Hosking Partners LLP | 191,936 | $2,704 萬 | 1.08% | −1,302−0.7% | 減碼 |
| Susquehanna International Group, LLP | 191,926 | $2,703 萬 | 0.04% | −526,495−73.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 191,333 | $2,695 萬 | 0.25% | +36,800+23.8% | 加碼 |
| Payden & Rygel | 190,700 | $2,686 萬 | 2.22% | +1,700+0.9% | 加碼 |
| British Columbia Investment Management Corp | 190,581 | $2,685 萬 | 0.16% | −40,494−17.5% | 減碼 |
| Utah Retirement Systems | 189,258 | $2,666 萬 | 0.28% | −614−0.3% | 減碼 |
| Daiwa Securities Group Inc. | 187,020 | $2,634 萬 | 0.10% | +9,714+5.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 182,570 | $2,632 萬 | 0.71% | +182+0.1% | 加碼 |
| New York Life Investment Management LLC | 184,747 | $2,602 萬 | 0.24% | +1,985+1.1% | 加碼 |
| JustInvest LLC | 184,436 | $2,599 萬 | 0.29% | +44,161+31.5% | 加碼 |
| Ethic Inc. | 184,382 | $2,594 萬 | 0.46% | +15,414+9.1% | 加碼 |
| TCG Advisory Services, LLC | 182,319 | $2,568 萬 | 0.90% | +6,668+3.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 181,692 | $2,559 萬 | 0.30% | −666−0.4% | 減碼 |
| Diamond Hill Capital Management Inc | 181,422 | $2,556 萬 | 0.12% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 180,026 | $2,536 萬 | 0.10% | +2,827+1.6% | 加碼 |
| Mercer Global Advisors Inc | 179,023 | $2,522 萬 | 0.06% | +5,168+3.0% | 加碼 |
| Xponance, Inc. | 178,934 | $2,520 萬 | 0.21% | +20.0% | 加碼 |
| Fred Alger Management, LLC | 176,323 | $2,484 萬 | 0.11% | +17,999+11.4% | 加碼 |
| Picton Mahoney Asset Management | 175,628 | $2,474 萬 | 0.35% | +175,628 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 175,529 | $2,473 萬 | 0.23% | +8,179+4.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 175,112 | $2,467 萬 | 0.18% | −8,900−4.8% | 減碼 |
| Capital Group Private Client Services, Inc. | 174,626 | $2,460 萬 | 0.21% | −4,787−2.7% | 減碼 |
| Umb Bank N A | 173,054 | $2,438 萬 | 0.38% | −6,511−3.6% | 減碼 |
| Connors Investor Services Inc | 172,437 | $2,429 萬 | 2.15% | −45,326−20.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 171,732 | $2,419 萬 | 0.22% | +5,900+3.6% | 加碼 |