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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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2025 年第 3 季與 2025 年第 2 季比較

持有 Morgan Stanley 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

MS 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數2,209302,266+87
股數13.5 億1,658 萬13.3 億−374.5 萬 (−0.3%)
市值$1,906 億$23.4 億$2,119 億+$235.9 億 (+12.5%)

30 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(194 家)

2025 年第 3 季季末持有 Morgan Stanley、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 194 家。

2025 年第 3 季新進 MS 的機構
機構股數市值佔組合 %
Junto Capital Management LP1,069,683$1.70 億3.56%
AXA Investment Managers S.A.367,386$5,840 萬0.16%
Samlyn Capital, LLC254,572$4,047 萬0.57%
Credit Agricole S A208,122$3,308 萬0.11%
Azora Capital LP205,630$3,269 萬1.51%
Natixis179,352$2,851 萬0.15%
Tredje AP-fonden167,762$2,667 萬0.21%
CIBC Bancorp USA Inc.166,854$2,652 萬0.16%
Parallax Volatility Advisers, L.P.164,861$2,621 萬0.77%
Jain Global LLC94,433$1,501 萬0.20%
Rockland Trust Co70,548$1,121 萬0.46%
Caxton Associates LLP61,636$979.8 萬0.27%
Tradewinds, LLC.61,452$976.8 萬2.38%
CAPROCK Group, Inc.54,534$820.6 萬0.20%
Cubist Systematic Strategies, LLC44,710$710.7 萬0.10%
Shorepoint Capital Partners LLC35,060$557.3 萬1.11%
Commerzbank Aktiengesellschaft34,072$541.7 萬0.11%
Weiss Asset Management LP31,136$494.9 萬0.07%
Munich Reinsurance Co Stock Corp in Munich24,654$391.9 萬0.10%
Laurion Capital Management LP23,345$371.1 萬0.51%
Tema ETFs LLC21,837$347.1 萬0.29%
Redhawk Wealth Advisors, Inc.17,893$284.4 萬0.33%
Fortis Capital Advisors, LLC15,810$251.3 萬0.40%
Catalyst Funds Management Pty Ltd15,400$244.8 萬0.37%
Myriad Asset Management US LP15,343$243.9 萬1.33%
Knights of Columbus Asset Advisors LLC13,034$207.2 萬0.12%
Virtus Investment Advisers, Inc.12,855$204.3 萬0.59%
M&G Plc12,635$200.9 萬0.01%
Campbell & CO Investment Adviser LLC9,908$157.5 萬0.12%
International Assets Investment Management, LLC10,595$149.5 萬0.12%
Virtu Financial LLC9,229$146.7 萬0.08%
SummitTX Capital, L.P.8,980$142.7 萬0.06%
Coppell Advisory Solutions LLC8,818$142.1 萬0.15%
Portfolio Design Labs, LLC8,889$141.3 萬0.24%
CenterBook Partners LP8,357$132.8 萬0.07%
Fisher Funds Management LTD8,134$129.3 萬0.03%
First Horizon Corp7,839$124.6 萬0.06%
Symmetry Investments LP6,360$101.1 萬0.08%
Buckingham Strategic Partners5,618$90.9 萬0.01%
Stonegate Management LLC5,500$87.4 萬0.58%
A4 Wealth Advisors LLC5,382$85.5 萬0.72%
a16z Perennial Management, L.P.5,175$82.3 萬0.07%
Rakuten Investment Management, Inc.27,940$70.8 萬0.00%
Hillsdale Investment Management Inc.4,330$68.8 萬0.02%
EntryPoint Capital, LLC4,182$66.5 萬0.26%
EHP Funds Inc.4,141$65.8 萬0.87%
QVR LLC3,950$62.8 萬0.76%
USA Financial Portformulas Corp3,797$60.4 萬0.11%
Summit Wealth Group LLC7,198$58.8 萬0.08%
Calton & Associates, Inc.3,431$54.5 萬0.08%
Siligmueller & Norvid Wealth Advisors LLC3,216$51.1 萬0.23%
Leigh Baldwin & Co., LLC3,156$50.2 萬0.28%
Optimize Financial Inc3,044$48.4 萬0.25%
SFMG, LLC3,021$48.0 萬0.03%
Retirement Planning Group3,013$47.9 萬0.02%
Steinberganna Wealth Management3,000$47.7 萬0.22%
LBMC Investment Advisors, LLC2,764$43.9 萬0.03%
United Advisor Group, LLC2,658$42.3 萬0.06%
Fiduciary Group LLC2,605$41.4 萬0.04%
Breakthru Advisory Services, LLC2,563$40.7 萬0.27%
GAM Holding AG2,554$40.6 萬0.03%
SIH Partners, LLLP2,546$40.5 萬0.04%
New Wave Wealth Advisors LLC2,524$40.1 萬0.16%
BXM Wealth LLC2,490$39.6 萬0.37%
Elwood & Goetz Wealth Advisory Group, LLC2,474$39.3 萬0.08%
Requisite Capital Management, LLC2,470$39.3 萬0.07%
Capula Management Ltd2,467$39.2 萬0.00%
Stevens Capital Management LP2,419$38.5 萬0.05%
ClearAlpha Technologies LP2,337$37.1 萬1.02%
Quantessence Capital LLC2,329$37.0 萬0.12%
Gries Financial LLC2,278$36.2 萬0.06%
Weaver Capital Management LLC2,264$36.0 萬0.08%
Crewe Advisors LLC2,206$35.1 萬0.03%
Legacy Advisors, LLC2,184$34.7 萬0.04%
Investment Research Partners LLC2,021$33.1 萬0.15%
Zevin Asset Management LLC2,034$32.3 萬0.05%
Ehrenkranz Partners L.P.2,000$31.8 萬0.28%
Grant Private Wealth Management Inc1,892$30.1 萬0.19%
FSM Wealth Advisors, LLC1,802$28.6 萬0.04%
Longboard Asset Management, LP1,796$28.5 萬0.46%
Paragon Private Wealth Management, LLC1,735$27.6 萬0.09%
Catalina Capital Group, LLC1,720$27.3 萬0.17%
Real Talk Capital, LLC1,691$26.9 萬0.29%
Spirepoint Private Client, LLC1,684$26.8 萬0.03%
Regent Peak Wealth Advisors LLC1,667$26.5 萬0.05%
Hidden Cove Wealth Management, LLC1,661$26.4 萬0.17%
Facet Wealth, Inc.1,648$26.2 萬0.01%
Gerber Kawasaki Wealth & Investment Management1,633$26.0 萬0.01%
Silver Grove Financial Group, Inc.1,614$25.7 萬0.24%
Fiduciary Wealth Partners, LLC1,585$25.2 萬0.11%
Ashton Thomas Securities, LLC1,535$24.4 萬0.03%
Whelan Financial1,530$24.3 萬0.08%
Brown Wealth Management, LLC1,497$23.8 萬0.07%
Meadowbrook Wealth Management, LLC1,492$23.7 萬0.25%
Traynor Capital Management, Inc.1,490$23.7 萬0.01%
PKS Advisory Services, LLC1,483$23.6 萬0.06%
Global Financial Private Client, LLC1,477$23.5 萬0.08%
BIP Wealth, LLC1,466$23.3 萬0.01%
Wolverine Trading, LLC1,425$23.0 萬0.00%
Pinnacle Financial Group, LLC1,444$23.0 萬0.07%

清倉機構(107 家)

2025 年第 2 季季末持有 Morgan Stanley、2025 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 107 家。

2025 年第 3 季清倉 MS 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Schonfeld Strategic Advisors LLC395,039$5,565 萬
Prana Capital Management, LP327,342$4,611 萬
Freestone Grove Partners LP215,430$3,035 萬
Magellan Asset Management Ltd164,869$2,322 萬
Orbis Allan Gray Ltd115,346$1,625 萬
Optiver Holding B.V.104,456$1,471 萬
FJ Capital Management LLC57,696$812.7 萬
Beacon Harbor Wealth Advisors, Inc.52,972$746.2 萬
UBS Oconnor LLC50,000$704.3 萬
Providence Capital Advisors, LLC47,000$662.0 萬
Andra AP-fonden42,311$596.0 萬
Winton Group Ltd35,750$503.6 萬
Hohimer Wealth Management, LLC32,672$460.2 萬
Abc Arbitrage SA32,046$451.4 萬
Centiva Capital, LP26,450$372.6 萬
Arcus Capital Partners, LLC23,580$332.1 萬
Polymer Capital Management (US) LLC18,267$257.3 萬
Mach-1 Financial Group, Inc.16,962$238.9 萬
Absolute Gestao de Investimentos Ltda.12,900$181.7 萬
Bayesian Capital Management, LP12,400$174.7 萬
Group One Trading, L.P.10,742$151.3 萬
Neo Ivy Capital Management10,430$146.9 萬
Greenhaven Associates Inc大師Greenhaven10,000$140.9 萬
Constant Guidance Financial LLC9,780$136.8 萬
Qsemble Capital Management, LP9,129$128.6 萬
Farringdon Capital, Ltd.8,380$118.0 萬
Quantitative Investment Management, LLC8,074$113.7 萬
Patton Albertson Miller Group, LLC8,011$112.8 萬
Blueshift Asset Management, LLC7,179$101.1 萬
Atom Investors LP6,234$87.8 萬
Landscape Capital Management, L.L.C.5,931$83.5 萬
ICONIQ Capital, LLC5,596$78.8 萬
AlphaStar Capital Management, LLC5,297$74.6 萬
Cantor Fitzgerald, L. P.4,389$61.8 萬
Fox Run Management, L.L.C.4,380$61.7 萬
Exane Asset Management3,291$54.4 萬
HBW Advisory Services LLC3,801$53.5 萬
Inspirion Wealth Advisors, LLC3,738$52.7 萬
Twinbeech Capital LP3,657$51.5 萬
Point72 Hong Kong Ltd3,376$47.6 萬
Aigen Investment Management, LP3,307$46.6 萬
Manchester Financial Inc3,043$42.9 萬
Financial Advocates Investment Management2,992$42.1 萬
Berry Wealth Group, LP2,901$40.9 萬
Vicus Capital2,875$40.5 萬
Laffer Tengler Investments2,807$39.5 萬
Jackson Square Capital, LLC2,741$38.6 萬
Lion Street Advisors, LLC2,698$38.0 萬
Reuter James Wealth Management, LLC2,582$36.4 萬
Rational Advisors LLC2,547$35.9 萬
Capital Markets Trading UK LLP2,469$34.8 萬
TFB Advisors LLC2,280$32.1 萬
Boyd Wealth Management, LLC2,267$31.9 萬
US Asset Management LLC2,226$31.4 萬
CenterStar Asset Management, LLC2,184$30.8 萬
MBB Public Markets I LLC2,086$29.4 萬
Good Steward Wealth Advisors,LLC2,016$28.4 萬
Master's Wealth Management Inc.2,006$28.3 萬
Three Bridge Wealth Advisors, LLC1,827$25.7 萬
ASB Consultores, LLC1,821$25.7 萬
Lantz Financial LLC1,800$25.4 萬
Atlas Private Wealth Advisors1,791$25.2 萬
Allium Financial Advisors, LLC1,666$23.5 萬
Oak Thistle LLC1,654$23.3 萬
MWA Asset Management1,591$22.4 萬
Yardley Wealth Management LLC1,576$22.2 萬
Verum Partners LLC1,569$22.1 萬
Private Capital Advisors, Inc.1,500$21.1 萬
Antonelli Financial Advisors, LLC1,500$21.1 萬
Whipplewood Advisors, LLC1,088$15.3 萬
Twin Peaks Wealth Advisors, LLC1,034$15.2 萬
Credit Industriel Et Commercial1,002$14.1 萬
NewSquare Capital LLC958$13.5 萬
J.Safra Asset Management Corp870$12.3 萬
Cooksen Wealth, LLC865$12.2 萬
Sierra Ocean, LLC740$10.4 萬
Livelsberger Financial Advisory613$8.64 萬
Parvin Asset Management, LLC600$8.45 萬
Curio Wealth, LLC527$7.42 萬
Garde Capital, Inc.511$7.20 萬
Itau Unibanco Holding S.A.564$6.58 萬
Opal Wealth Advisors, LLC419$5.90 萬
Olistico Wealth, LLC354$4.99 萬
CoreFirst Bank & Trust300$4.23 萬
Beacon Capital Management, LLC273$3.84 萬
Wood Tarver Financial Group, LLC275$3.80 萬
Coastal Investment Advisors, Inc.244$3.44 萬
MorganRosel Wealth Management, LLC232$3.27 萬
Transce3nd, LLC214$3.01 萬
Sumitomo Mitsui Financial Group, Inc.200$2.81 萬
WealthTrak Capital Management LLC145$2.04 萬
Mid-American Wealth Advisory Group, Inc.139$1.96 萬
Traub Capital Management LLC103$1.45 萬
Putney Financial Group LLC90$1.27 萬
Legend Financial Advisors, Inc.87$1.23 萬
Kestra Investment Management, LLC94$1.10 萬
Total Investment Management Inc64$9,015
Richard W. Paul & Associates, LLC61$8,592
SWAN Capital LLC49$6,902
Bellwether Advisors, LLC43$6,057

尚未申報 2025 年第 3 季的機構(30 家)

2025 年第 2 季季末持有 Morgan Stanley、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 MS、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank15,865,987$22.3 億
CIBC World Markets Corp154,381$2,175 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH130,757$1,842 萬
Grassi Investment Management120,050$1,691 萬
Avantax Advisory Services, Inc.113,283$1,596 萬
EP Wealth Advisors, LLC44,360$624.9 萬
Congress Wealth Management LLC35,125$494.8 萬
Talon Private Wealth, LLC18,249$257.1 萬
Atria Wealth Solutions, Inc.16,958$239.1 萬
North Dallas Bank & Trust Co11,698$164.8 萬
First Horizon Advisors, Inc.10,739$151.3 萬
Scott Marsh Financial, LLC9,596$135.2 萬
Graypoint LLC8,389$118.2 萬
Good Life Advisors, LLC7,812$110.0 萬
Hamilton Capital, LLC6,385$89.9 萬
Breed's Hill Capital LLC5,217$73.5 萬
Forte Capital LLC5,094$71.8 萬
Northeast Financial Consultants Inc5,085$71.6 萬
E Fund Management Co., Ltd.3,143$44.3 萬
NBW Capital LLC2,129$30.0 萬
Atlas Capital Advisors LLC1,871$26.4 萬
Bingham Private Wealth, LLC1,738$24.5 萬
Keudell/Morrison Wealth Management1,606$22.6 萬
Union Savings Bank649$9.25 萬
Semmax Financial Advisors Inc.544$7.85 萬
Iron Horse Wealth Management, LLC259$3.65 萬
Centricity Wealth Management, LLC86$1.21 萬
Moser Wealth Advisors, LLC47$6,620
Parkworth Wealth Management, Inc.31$4,367
Legacy Investment Solutions, LLC4$564