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。
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 | 2,746 | $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 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 |
|---|---|---|---|---|---|
| Quilter Plc | 4,959 | $78.8 萬 | 0.01% | −4,461−47.4% | 減碼 |
| Baker Avenue Asset Management, LP | 4,973 | $79.0 萬 | 0.02% | +154+3.2% | 加碼 |
| Lazari Capital Management, Inc. | 4,978 | $79.1 萬 | 0.27% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,995 | $79.4 萬 | 0.23% | −27−0.5% | 減碼 |
| De Lisle Partners LLP | 5,000 | $79.5 萬 | 0.10% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,012 | $79.7 萬 | 0.06% | −147−2.8% | 減碼 |
| GeoWealth Management, LLC | 5,021 | $79.8 萬 | 0.03% | −271−5.1% | 減碼 |
| Chapin Davis, Inc. | 5,030 | $80.0 萬 | 0.20% | −110−2.1% | 減碼 |
| Legacy Capital Group California, Inc. | 5,050 | $80.3 萬 | 0.20% | −10.0% | 減碼 |
| Continuum Advisory, LLC | 5,059 | $80.4 萬 | 0.09% | +840+19.9% | 加碼 |
| First Dallas Securities Inc. | 5,062 | $80.5 萬 | 0.30% | 00.0% | 不變 |
| Wealth Effects LLC | 5,075 | $80.7 萬 | 0.26% | 00.0% | 不變 |
| Addison Advisors LLC | 5,105 | $81.1 萬 | 0.19% | +11+0.2% | 加碼 |
| AdvisorNet Financial, Inc | 5,110 | $81.2 萬 | 0.05% | −111−2.1% | 減碼 |
| Strategic Financial Services, Inc, | 5,125 | $81.5 萬 | 0.04% | +43+0.8% | 加碼 |
| United Community Bank | 5,126 | $81.5 萬 | 0.25% | +3,114+154.8% | 加碼 |
| Bell Bank | 5,133 | $81.6 萬 | 0.04% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 5,142 | $81.7 萬 | 0.12% | +15+0.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 5,146 | $81.8 萬 | 0.15% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 6,507 | $81.8 萬 | 0.16% | −6,162−48.6% | 減碼 |
| Palacios Wealth Management, LLC | 5,150 | $81.9 萬 | 0.54% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,150 | $81.9 萬 | 0.04% | +583+12.8% | 加碼 |
| Woodmont Investment Counsel LLC | 5,161 | $82.0 萬 | 0.05% | +10+0.2% | 加碼 |
| Harbor Investment Advisory, LLC | 5,168 | $82.2 萬 | 0.07% | +114+2.3% | 加碼 |
| a16z Perennial Management, L.P. | 5,175 | $82.3 萬 | 0.07% | +5,175 | 新進 |
| Integris Wealth Management, LLC | 5,231 | $83.1 萬 | 0.20% | 00.0% | 不變 |
| Souders Financial Advisors | 5,239 | $83.3 萬 | 0.10% | +508+10.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,243 | $83.3 萬 | 0.05% | +747+16.6% | 加碼 |
| Quotient Wealth Partners, LLC | 5,251 | $83.5 萬 | 0.02% | +169+3.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,253 | $83.5 萬 | 0.01% | −255−4.6% | 減碼 |
| Transamerica Financial Advisors, Inc. | 5,265 | $83.7 萬 | 0.07% | −28−0.5% | 減碼 |
| Baron Wealth Management LLC | 5,266 | $83.7 萬 | 0.28% | +50+1.0% | 加碼 |
| Red Lighthouse Investment Management, LLC | 5,283 | $84.0 萬 | 0.29% | −171−3.1% | 減碼 |
| Anchor Investment Management, LLC | 5,295 | $84.2 萬 | 0.07% | +233+4.6% | 加碼 |
| Canopy Partners, LLC | 5,316 | $84.5 萬 | 0.28% | +92+1.8% | 加碼 |
| Clark Wealth Partners | 4,766 | $84.6 萬 | 0.52% | +4,655+4,193.7% | 加碼 |
| Cooper Financial Group | 5,329 | $84.7 萬 | 0.09% | +280+5.5% | 加碼 |
| Northern Financial Advisors Inc | 5,351 | $85.1 萬 | 0.45% | +24+0.5% | 加碼 |
| Fort Sheridan Advisors LLC | 5,360 | $85.2 萬 | 0.11% | +103+2.0% | 加碼 |
| Bank of New Hampshire | 5,368 | $85.3 萬 | 0.20% | 00.0% | 不變 |
| One Capital Management, LLC | 5,371 | $85.4 萬 | 0.03% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 5,381 | $85.5 萬 | 0.03% | +221+4.3% | 加碼 |
| A4 Wealth Advisors LLC | 5,382 | $85.5 萬 | 0.72% | +5,382 | 新進 |
| Bearing Point Capital, LLC | 5,407 | $85.9 萬 | 0.15% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 5,426 | $86.3 萬 | 0.17% | −250−4.4% | 減碼 |
| Soltis Investment Advisors LLC | 5,428 | $86.3 萬 | 0.06% | +80+1.5% | 加碼 |
| FNY Investment Advisers, LLC | 5,437 | $86.4 萬 | 0.28% | −2,196−28.8% | 減碼 |
| Heritage Wealth Advisors | 5,436 | $86.4 萬 | 0.04% | +5+0.1% | 加碼 |
| Rogco, LP | 5,457 | $86.7 萬 | 0.30% | −287−5.0% | 減碼 |
| Johnson & White Wealth Management, LLC | 5,458 | $86.8 萬 | 0.40% | +30+0.6% | 加碼 |
| Clifford Group, LLC | 5,475 | $87.0 萬 | 0.68% | −527−8.8% | 減碼 |
| Mechanics Bank Trust Department | 5,491 | $87.3 萬 | 0.12% | −240−4.2% | 減碼 |
| Stonegate Management LLC | 5,500 | $87.4 萬 | 0.58% | +5,500 | 新進 |
| HBK Sorce Advisory LLC | 5,377 | $87.5 萬 | 0.02% | −432−7.4% | 減碼 |
| RiverFront Investment Group, LLC | 5,504 | $87.5 萬 | 0.02% | +3,808+224.5% | 加碼 |
| Diversify Wealth Management, LLC | 5,374 | $87.9 萬 | 0.05% | −154−2.8% | 減碼 |
| SGL Investment Advisors, Inc. | 5,392 | $88.2 萬 | 0.37% | +188+3.6% | 加碼 |
| Empower Advisory Group, LLC | 5,574 | $88.6 萬 | 0.00% | +442+8.6% | 加碼 |
| Evernest Financial Advisors, LLC | 5,597 | $89.0 萬 | 0.25% | −53−0.9% | 減碼 |
| Beacon Financial Group | 5,606 | $89.1 萬 | 0.09% | −103−1.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,664 | $89.3 萬 | 0.02% | +1,273+29.0% | 加碼 |
| Sippican Capital Advisors | 5,645 | $89.7 萬 | 0.59% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 5,672 | $90.2 萬 | 0.29% | −447−7.3% | 減碼 |
| L2 Asset Management, LLC | 5,704 | $90.7 萬 | 0.13% | +233+4.3% | 加碼 |
| Financial Advisors, LLC | 5,706 | $90.7 萬 | 0.16% | 00.0% | 不變 |
| Buckingham Strategic Partners | 5,618 | $90.9 萬 | 0.01% | +5,618 | 新進 |
| Gibbs Wealth Management | 5,744 | $91.3 萬 | 0.21% | −1,265−18.0% | 減碼 |
| Nations Financial Group Inc, | 5,745 | $91.3 萬 | 0.06% | −17−0.3% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 5,764 | $91.6 萬 | 0.21% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 5,768 | $91.7 萬 | 0.24% | −3−0.1% | 減碼 |
| Ocean Capital Management, LLC | 5,774 | $91.8 萬 | 0.18% | +16+0.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,776 | $91.8 萬 | 0.06% | +200+3.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 5,798 | $92.2 萬 | 0.06% | 00.0% | 不變 |
| Intrua Financial, LLC | 5,801 | $92.2 萬 | 0.11% | +961+19.9% | 加碼 |
| Lee Danner & Bass Inc | 5,814 | $92.4 萬 | 0.07% | −13−0.2% | 減碼 |
| Texas Capital Bancshares Inc | 5,832 | $92.7 萬 | 0.36% | −3,138−35.0% | 減碼 |
| Hollencrest Capital Management | 5,839 | $92.8 萬 | 0.03% | +4,945+553.1% | 加碼 |
| Angeles Wealth Management, LLC | 5,843 | $92.9 萬 | 0.06% | +61+1.1% | 加碼 |
| Adirondack Trust Co | 5,870 | $93.3 萬 | 0.31% | −41−0.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,897 | $93.7 萬 | 0.02% | 00.0% | 不變 |
| Diametric Capital, LP | 5,897 | $93.7 萬 | 0.35% | +3,448+140.8% | 加碼 |
| Welch & Forbes LLC | 5,898 | $93.8 萬 | 0.01% | 00.0% | 不變 |
| YANKCOM Partnership | 5,904 | $93.8 萬 | 0.42% | +1,189+25.2% | 加碼 |
| Jefferies Financial Group Inc. | 5,904 | $93.8 萬 | 0.01% | −34,719−85.5% | 減碼 |
| Roberts Capital Advisors, LLC | 5,915 | $94.0 萬 | 1.05% | −5,916−50.0% | 減碼 |
| Sunbelt Securities, Inc. | 5,958 | $94.7 萬 | 0.07% | −659−10.0% | 減碼 |
| Berger Financial Group, Inc | 5,961 | $94.7 萬 | 0.06% | −6−0.1% | 減碼 |
| Oddo BHF Asset Management SAS | 5,966 | $94.8 萬 | 0.04% | −7,000−54.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5,966 | $94.9 萬 | 0.00% | +1,467+32.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $95.4 萬 | 0.14% | 00.0% | 不變 |
| LVW Advisors, LLC | 6,031 | $95.9 萬 | 0.10% | −62−1.0% | 減碼 |
| First Foundation Advisors | 6,034 | $95.9 萬 | 0.04% | +1,248+26.1% | 加碼 |
| Affinity Investment Advisors, LLC | 6,044 | $96.1 萬 | 0.65% | −234−3.7% | 減碼 |
| BSW Wealth Partners | 6,045 | $96.1 萬 | 0.12% | +346+6.1% | 加碼 |
| Atticus Wealth Management, LLC | 6,049 | $96.2 萬 | 0.24% | +1,927+46.7% | 加碼 |
| Brookwood Investment Group LLC | 6,061 | $96.3 萬 | 0.12% | +2,840+88.2% | 加碼 |
| Essex Financial Services, Inc. | 6,061 | $96.4 萬 | 0.06% | −842−12.2% | 減碼 |
| SlateStone Wealth, LLC | 6,088 | $96.8 萬 | 0.08% | +7+0.1% | 加碼 |
| LM Advisors LLC | 6,104 | $97.0 萬 | 0.14% | 00.0% | 不變 |
| Alta Advisers Ltd | 6,115 | $97.2 萬 | 0.30% | 00.0% | 不變 |