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 3 季 13F 持有人
Morgan Stanley 在 2025/9/30 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
- 2,266
- 較 2025 年第 2 季 +87 家
- 持有股數
- 13.3 億
- 較 2025 年第 2 季 −374.5 萬 (−0.3%)
- 總市值
- $2,119 億
- 較 2025 年第 2 季 +$235.9 億 (+12.5%)
- 新進機構
- 194
- 另有 889 家加碼
- 清倉機構
- 107
- 另有 819 家減碼
另有 30 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 | $2,181 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 3 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 2 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 | $599.4 億 | 100.00% | 00.0% | 不變 |
| Vanguard Group Inc | 118,356,160 | $188.1 億 | 0.28% | −767,327−0.6% | 減碼 |
| State Street Corp | 103,315,207 | $164.2 億 | 0.57% | −809,411−0.8% | 減碼 |
| BlackRock, Inc. | 93,668,209 | $148.9 億 | 0.26% | −1,343,900−1.4% | 減碼 |
| JPMorgan Chase & Co | 37,412,736 | $59.5 億 | 0.38% | −1,746,073−4.5% | 減碼 |
| Capital International Investors | 27,321,214 | $43.4 億 | 0.70% | +167,487+0.6% | 加碼 |
| Geode Capital Management, LLC | 26,535,849 | $42.0 億 | 0.27% | −97,243−0.4% | 減碼 |
| FMR LLC | 24,795,170 | $39.4 億 | 0.20% | +3,971,617+19.1% | 加碼 |
| Fisher Asset Management, LLC | 24,494,146 | $38.9 億 | 1.41% | +448,960+1.9% | 加碼 |
| Capital Research Global Investors | 19,248,911 | $30.6 億 | 0.57% | −135,459−0.7% | 減碼 |
| Wellington Management Group LLP | 18,732,898 | $29.8 億 | 0.52% | −391,274−2.0% | 減碼 |
| Bank of America Corp | 16,842,099 | $26.8 億 | 0.20% | −232,536−1.4% | 減碼 |
| Goldman Sachs Group Inc | 14,968,473 | $23.8 億 | 0.34% | −802,999−5.1% | 減碼 |
| Ameriprise Financial Inc | 14,260,650 | $22.7 億 | 0.52% | +822,120+6.1% | 加碼 |
| Massachusetts Financial Services Co | 13,457,214 | $21.4 億 | 0.66% | −256,896−1.9% | 減碼 |
| Northern Trust Corp | 12,963,412 | $20.6 億 | 0.26% | −740,089−5.4% | 減碼 |
| Price T Rowe Associates Inc | 11,553,696 | $18.4 億 | 0.20% | −670,042−5.5% | 減碼 |
| Charles Schwab Investment Management Inc | 10,680,973 | $17.0 億 | 0.27% | −299,147−2.7% | 減碼 |
| UBS Group AG | 10,332,858 | $16.4 億 | 0.32% | −788,745−7.1% | 減碼 |
| Schroder Investment Management Group | 9,712,071 | $15.4 億 | 1.21% | +354,871+3.8% | 加碼 |
| Franklin Resources Inc | 9,088,814 | $14.4 億 | 0.36% | −534,491−5.6% | 減碼 |
| UBS Asset Management Americas Inc | 9,088,183 | $14.4 億 | 0.31% | −2,102,541−18.8% | 減碼 |
| Invesco Ltd. | 9,083,580 | $14.4 億 | 0.23% | +249,023+2.8% | 加碼 |
| Bank of New York Mellon Corp | 8,658,918 | $13.8 億 | 0.25% | −74,900−0.9% | 減碼 |
| Legal & General Group Plc | 8,411,335 | $13.4 億 | 0.30% | +274,934+3.4% | 加碼 |
| Dimensional Fund Advisors LP | 8,156,617 | $13.0 億 | 0.28% | +132,784+1.7% | 加碼 |
| Royal Bank of Canada | 7,798,781 | $12.4 億 | 0.22% | −1,542,442−16.5% | 減碼 |
| Bank of Montreal | 6,412,397 | $10.2 億 | 0.45% | +9,779+0.2% | 加碼 |
| Morgan Stanley | 6,150,198 | $9.78 億 | 0.06% | +134,084+2.2% | 加碼 |
| Amundi | 5,767,833 | $9.12 億 | 0.29% | −75,822−1.3% | 減碼 |
| Nuveen, LLC | 5,660,008 | $9.00 億 | 0.24% | +166,993+3.0% | 加碼 |
| Capital World Investors | 5,657,875 | $8.99 億 | 0.12% | +14,806+0.3% | 加碼 |
| Janus Henderson Group PLC | 4,789,326 | $7.61 億 | 0.35% | −679,798−12.4% | 減碼 |
| Barclays PLC | 4,222,036 | $6.71 億 | 0.25% | +1,149,617+37.4% | 加碼 |
| Boston Partners | 4,030,967 | $6.40 億 | 0.66% | +163,808+4.2% | 加碼 |
| Deutsche Bank AG | 4,010,721 | $6.38 億 | 0.21% | −573,524−12.5% | 減碼 |
| Axiom Investors LLC | 3,803,964 | $6.05 億 | 4.45% | +544,719+16.7% | 加碼 |
| Wells Fargo & Company | 3,764,681 | $5.98 億 | 0.12% | −342,337−8.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,757,627 | $5.97 億 | 0.49% | −909,423−19.5% | 減碼 |
| Principal Financial Group Inc | 3,647,827 | $5.80 億 | 0.29% | −373,224−9.3% | 減碼 |
| Millennium Management LLC | 3,522,227 | $5.60 億 | 0.44% | +3,011,234+589.3% | 加碼 |
| Citadel Advisors LLC | 3,488,221 | $5.54 億 | 0.44% | −365,130−9.5% | 減碼 |
| Voya Investment Management LLC | 3,449,166 | $5.48 億 | 0.55% | −20,946−0.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,267,640 | $5.19 億 | 0.41% | +1,470,190+81.8% | 加碼 |
| Alphinity Investment Management Pty Ltd | 3,148,534 | $5.00 億 | 4.88% | −1,023,196−24.5% | 減碼 |
| HSBC Holdings PLC | 2,959,751 | $4.69 億 | 0.28% | −410,972−12.2% | 減碼 |
| Marshall Wace, LLP | 2,933,604 | $4.66 億 | 0.51% | +841,263+40.2% | 加碼 |
| Envestnet Asset Management Inc | 2,920,977 | $4.64 億 | 0.13% | −127,480−4.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,789,651 | $4.43 億 | 0.26% | −49,861−1.8% | 減碼 |
| National Pension Service | 2,666,076 | $4.24 億 | 0.33% | +73,390+2.8% | 加碼 |
| Alliancebernstein L.P. | 2,503,492 | $3.98 億 | 0.13% | −84,052−3.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,440,371 | $3.88 億 | 0.24% | +186,624+8.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,385,773 | $3.79 億 | 0.27% | +68,450+3.0% | 加碼 |
| Neuberger Berman Group LLC | 2,357,594 | $3.75 億 | 0.27% | +64,260+2.8% | 加碼 |
| Canada Pension Plan Investment Board | 2,335,780 | $3.71 億 | 0.26% | +111,930+5.0% | 加碼 |
| Lord, Abbett & Co. LLC | 2,298,937 | $3.65 億 | 1.09% | +3,558+0.2% | 加碼 |
| Rhumbline Advisers | 2,239,539 | $3.56 億 | 0.29% | −25,232−1.1% | 減碼 |
| Citigroup Inc | 2,215,597 | $3.52 億 | 0.24% | −445,438−16.7% | 減碼 |
| FIL Ltd | 2,071,836 | $3.29 億 | 0.26% | −81,065−3.8% | 減碼 |
| California Public Employees Retirement System | 2,065,318 | $3.28 億 | 0.20% | +17,436+0.9% | 加碼 |
| Allianz Asset Management GmbH | 2,027,932 | $3.22 億 | 0.40% | +382,708+23.3% | 加碼 |
| Raymond James Financial Inc | 2,014,439 | $3.20 億 | 0.10% | −233,554−10.4% | 減碼 |
| Ensign Peak Advisors, Inc | 1,975,396 | $3.14 億 | 0.52% | −20,239−1.0% | 減碼 |
| LPL Financial LLC | 1,943,688 | $3.09 億 | 0.09% | −73,837−3.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,875,496 | $2.98 億 | 1.10% | +40,695+2.2% | 加碼 |
| California State Teachers Retirement System | 1,856,681 | $2.95 億 | 0.30% | +1,363+0.1% | 加碼 |
| Fayez Sarofim & Co | 1,803,873 | $2.87 億 | 0.66% | −40,184−2.2% | 減碼 |
| KBC Group NV | 1,776,082 | $2.82 億 | 0.68% | −23,543−1.3% | 減碼 |
| Stifel Financial Corp | 1,609,425 | $2.56 億 | 0.23% | +4,812+0.3% | 加碼 |
| Macquarie Group Ltd | 1,581,565 | $2.51 億 | 0.29% | +231,245+17.1% | 加碼 |
| New York State Common Retirement Fund | 1,570,255 | $2.50 億 | 0.32% | +57,591+3.8% | 加碼 |
| Cullen Capital Management LLC | 1,562,592 | $2.48 億 | 2.72% | −73,422−4.5% | 減碼 |
| Prudential Financial Inc | 1,539,924 | $2.45 億 | 0.29% | +458,379+42.4% | 加碼 |
| Fifth Third Bancorp | 1,531,436 | $2.43 億 | 0.78% | +18,301+1.2% | 加碼 |
| Hamlin Capital Management, LLC | 1,513,401 | $2.41 億 | 5.47% | −14,704−1.0% | 減碼 |
| HighTower Advisors, LLC | 1,526,862 | $2.39 億 | 0.27% | +62,753+4.3% | 加碼 |
| Squarepoint Ops LLC | 1,490,948 | $2.37 億 | 0.50% | −188,349−11.2% | 減碼 |
| Bessemer Group Inc | 1,419,601 | $2.26 億 | 0.35% | +10,530+0.7% | 加碼 |
| Qube Research & Technologies Ltd | 1,326,392 | $2.11 億 | 0.30% | +145,968+12.4% | 加碼 |
| Focused Investors LLC | 1,301,500 | $2.07 億 | 6.33% | +51,600+4.1% | 加碼 |
| Great West Life Assurance Co | 1,264,037 | $2.04 億 | 0.29% | +27,887+2.3% | 加碼 |
| CI Private Wealth, LLC | 1,288,216 | $2.01 億 | 0.32% | +33,037+2.6% | 加碼 |
| Evercore Wealth Management, LLC | 1,244,132 | $1.98 億 | 2.90% | −17,810−1.4% | 減碼 |
| Two Sigma Investments, LP | 1,234,969 | $1.96 億 | 0.30% | +741,651+150.3% | 加碼 |
| Commerce Bank | 1,165,878 | $1.85 億 | 1.03% | −9,222−0.8% | 減碼 |
| Standard Life Aberdeen plc | 1,140,060 | $1.80 億 | 0.28% | −6,319−0.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,112,683 | $1.77 億 | 0.29% | −74,000−6.2% | 減碼 |
| Junto Capital Management LP | 1,069,683 | $1.70 億 | 3.56% | +1,069,683 | 新進 |
| State Board of Administration of Florida Retirement System | 1,062,009 | $1.69 億 | 0.30% | −74,140−6.5% | 減碼 |
| Natixis Advisors, L.P. | 1,055,139 | $1.68 億 | 0.24% | −23,486−2.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,043,704 | $1.66 億 | 0.13% | +748,534+253.6% | 加碼 |
| Two Sigma Advisers, LP | 1,023,836 | $1.63 億 | 0.33% | +1,012,100+8,623.9% | 加碼 |
| New York State Teachers Retirement System | 1,022,823 | $1.63 億 | 0.32% | −42,489−4.0% | 減碼 |
| American Century Companies Inc | 1,013,589 | $1.61 億 | 0.08% | −81,959−7.5% | 減碼 |
| 1832 Asset Management L.P. | 1,000,291 | $1.59 億 | 0.27% | +994,955+18,646.1% | 加碼 |
| Aviva PLC | 999,861 | $1.59 億 | 0.29% | +69,282+7.4% | 加碼 |
| Clark Capital Management Group, Inc. | 973,640 | $1.55 億 | 0.97% | +98,348+11.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 964,234 | $1.53 億 | 0.24% | −121,200−11.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 979,863 | $1.53 億 | 0.23% | −2,355−0.2% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $1.50 億 | 0.67% | 00.0% | 不變 |