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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 6,121 | $97.3 萬 | 0.05% | −37−0.6% | 減碼 |
| Beck Mack & Oliver LLC | 6,125 | $97.4 萬 | 0.02% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 6,172 | $98.1 萬 | 0.01% | −15,156−71.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 6,174 | $98.1 萬 | 0.14% | +14+0.2% | 加碼 |
| Fortitude Advisory Group L.L.C. | 6,194 | $98.5 萬 | 0.53% | −2,093−25.3% | 減碼 |
| Resurgent Financial Advisors LLC | 6,200 | $98.6 萬 | 0.48% | −2,321−27.2% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,200 | $98.6 萬 | 0.21% | 00.0% | 不變 |
| Central Asset Investments & Management Holdings (HK) Ltd | 6,215 | $98.8 萬 | 0.68% | +985+18.8% | 加碼 |
| Los Angeles Capital Management LLC | 6,219 | $98.9 萬 | 0.00% | −687−9.9% | 減碼 |
| Chicago Wealth Management, Inc. | 6,243 | $99.2 萬 | 0.43% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 6,258 | $99.5 萬 | 0.50% | −105−1.7% | 減碼 |
| Atlantic Union Bankshares Corp | 6,328 | $100.6 萬 | 0.02% | +968+18.1% | 加碼 |
| RFG Advisory, LLC | 6,355 | $101.0 萬 | 0.02% | −2,743−30.1% | 減碼 |
| Symmetry Investments LP | 6,360 | $101.1 萬 | 0.08% | +6,360 | 新進 |
| RMR Wealth Builders | 6,374 | $101.3 萬 | 0.08% | +246+4.0% | 加碼 |
| Somerville Kurt F | 6,375 | $101.3 萬 | 0.17% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 6,387 | $101.5 萬 | 0.19% | +369+6.1% | 加碼 |
| Clear Street Markets LLC | 6,391 | $101.6 萬 | 0.33% | +4,360+214.7% | 加碼 |
| Eads & Heald Wealth Management | 6,425 | $102.1 萬 | 0.49% | −290−4.3% | 減碼 |
| Bridgewater Advisors Inc. | 6,278 | $102.5 萬 | 0.07% | +65+1.0% | 加碼 |
| Daymark Wealth Partners, LLC | 6,447 | $102.5 萬 | 0.03% | +792+14.0% | 加碼 |
| Advisory Alpha, LLC | 6,612 | $102.7 萬 | 0.03% | +2,239+51.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,469 | $102.8 萬 | 0.00% | +3,880+149.9% | 加碼 |
| Arbor Investment Advisors, LLC | 6,477 | $103.0 萬 | 0.13% | +1,079+20.0% | 加碼 |
| Klingman & Associates, LLC | 6,479 | $103.0 萬 | 0.05% | +2,273+54.0% | 加碼 |
| Cidel Asset Management Inc | 6,484 | $103.1 萬 | 0.06% | −477−6.9% | 減碼 |
| Carlson Capital L P | 6,500 | $103.3 萬 | 0.59% | 00.0% | 不變 |
| Hills Bank & Trust Co | 6,542 | $104.0 萬 | 0.06% | −119−1.8% | 減碼 |
| Csenge Advisory Group | 6,546 | $104.1 萬 | 0.05% | −1,310−16.7% | 減碼 |
| PDS Planning, Inc | 6,548 | $104.1 萬 | 0.07% | +5+0.1% | 加碼 |
| Strategic Blueprint, LLC | 6,557 | $104.2 萬 | 0.05% | +115+1.8% | 加碼 |
| Personal Cfo Solutions, LLC | 6,573 | $104.5 萬 | 0.18% | −80−1.2% | 減碼 |
| Mindset Wealth Management, LLC | 6,582 | $104.6 萬 | 0.29% | +27+0.4% | 加碼 |
| Mechanics Financial Corp | 6,596 | $104.8 萬 | 0.40% | +115+1.8% | 加碼 |
| Jmac Enterprises LLC | 6,600 | $104.9 萬 | 0.21% | −500−7.0% | 減碼 |
| Harbor Advisors LLC | 6,608 | $105.0 萬 | 0.16% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $105.2 萬 | 0.18% | 00.0% | 不變 |
| Zhang Financial LLC | 6,651 | $105.7 萬 | 0.04% | +288+4.5% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 6,692 | $106.4 萬 | 0.07% | +236+3.7% | 加碼 |
| Robotti Robert | 6,715 | $106.7 萬 | 0.19% | 00.0% | 不變 |
| Canton Hathaway, LLC | 6,725 | $106.9 萬 | 0.21% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 6,735 | $107.1 萬 | 0.26% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6,761 | $107.5 萬 | 0.07% | −243−3.5% | 減碼 |
| Davis R M Inc | 6,837 | $108.7 萬 | 0.02% | +418+6.5% | 加碼 |
| Empire Financial Management Company, LLC | 6,879 | $109.3 萬 | 0.25% | −83−1.2% | 減碼 |
| Bank of Jackson Hole Trust | 6,898 | $109.7 萬 | 0.55% | −20−0.3% | 減碼 |
| Pacitti Group Inc. | 6,967 | $110.7 萬 | 0.43% | +23+0.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,979 | $110.9 萬 | 0.05% | +871+14.3% | 加碼 |
| Independent Investors Inc | 6,983 | $111.0 萬 | 0.21% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 6,993 | $111.2 萬 | 0.04% | +126+1.8% | 加碼 |
| Goldstone Financial Group, LLC | 6,993 | $111.2 萬 | 0.13% | −20−0.3% | 減碼 |
| Parkside Investments, LLC | 7,000 | $111.3 萬 | 0.14% | −500−6.7% | 減碼 |
| Arista Wealth Management, LLC | 7,000 | $111.3 萬 | 0.14% | +2,000+40.0% | 加碼 |
| Johnson Investment Counsel Inc | 7,001 | $111.3 萬 | 0.01% | −45−0.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 7,022 | $111.6 萬 | 0.07% | +209+3.1% | 加碼 |
| Inscription Capital, LLC | 7,027 | $111.7 萬 | 0.12% | +2,166+44.6% | 加碼 |
| Destination Wealth Management | 7,038 | $111.9 萬 | 0.03% | +1,413+25.1% | 加碼 |
| Versant Capital Management, Inc | 7,058 | $112.2 萬 | 0.15% | +2,893+69.5% | 加碼 |
| Pictet & Cie (Europe) SA | 7,061 | $112.2 萬 | 0.02% | −504−6.7% | 減碼 |
| Keel Point, LLC | 7,085 | $112.6 萬 | 0.07% | +211+3.1% | 加碼 |
| Kathmere Capital Management, LLC | 7,130 | $113.3 萬 | 0.08% | +1,379+24.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,141 | $113.5 萬 | 0.04% | +503+7.6% | 加碼 |
| Icon Wealth Advisors, LLC | 7,152 | $113.7 萬 | 0.08% | −127−1.7% | 減碼 |
| Visionary Wealth Advisors | 7,206 | $114.5 萬 | 0.05% | −307−4.1% | 減碼 |
| Berkshire Bank | 7,242 | $115.1 萬 | 0.25% | −294−3.9% | 減碼 |
| Triad Wealth Partners, LLC | 7,258 | $115.4 萬 | 0.15% | +579+8.7% | 加碼 |
| GTS Securities LLC | 7,288 | $115.8 萬 | 0.04% | +2,895+65.9% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,333 | $116.6 萬 | 0.14% | +25+0.3% | 加碼 |
| David Loasby | 7,479 | $116.6 萬 | 0.09% | +51+0.7% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $117.1 萬 | 0.12% | 00.0% | 不變 |
| South Plains Financial, Inc. | 7,400 | $117.6 萬 | 0.73% | +34+0.5% | 加碼 |
| IHT Wealth Management, LLC | 7,445 | $118.6 萬 | 0.03% | +572+8.3% | 加碼 |
| Catalyst Financial Partners LLC | 7,491 | $119.1 萬 | 0.14% | +204+2.8% | 加碼 |
| Modera Wealth Management, LLC | 7,515 | $119.5 萬 | 0.01% | −247−3.2% | 減碼 |
| Westover Capital Advisors, LLC | 7,530 | $119.7 萬 | 0.22% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 7,575 | $120.4 萬 | 0.56% | 00.0% | 不變 |
| Grove Bank & Trust | 7,577 | $120.4 萬 | 0.14% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 7,580 | $120.5 萬 | 0.51% | −2,973−28.2% | 減碼 |
| Old National Bancorp | 7,583 | $120.5 萬 | 0.02% | −770−9.2% | 減碼 |
| Operose Advisors LLC | 7,607 | $120.9 萬 | 0.30% | 00.0% | 不變 |
| Verity & Verity, LLC | 7,620 | $121.1 萬 | 0.10% | −1,152−13.1% | 減碼 |
| Private Trust Co NA | 7,622 | $121.2 萬 | 0.11% | −363−4.5% | 減碼 |
| IFG Advisors, LLC | 7,632 | $121.3 萬 | 0.20% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 7,663 | $121.8 萬 | 0.33% | −7,856−50.6% | 減碼 |
| Sather Financial Group Inc | 7,671 | $121.9 萬 | 0.07% | +647+9.2% | 加碼 |
| Bank of Stockton | 7,693 | $122.3 萬 | 0.35% | +256+3.4% | 加碼 |
| Orion Capital Management LLC | 7,710 | $122.6 萬 | 0.43% | −50−0.6% | 減碼 |
| Rothschild Investment LLC | 7,750 | $123.2 萬 | 0.07% | +699+9.9% | 加碼 |
| Charles Schwab Trust Co | 7,807 | $124.1 萬 | 0.08% | +84+1.1% | 加碼 |
| Corsair Capital Management, L.P. | 7,814 | $124.2 萬 | 0.22% | 00.0% | 不變 |
| First Horizon Corp | 7,839 | $124.6 萬 | 0.06% | +7,839 | 新進 |
| Western Wealth Management, LLC | 7,863 | $125.0 萬 | 0.07% | +8+0.1% | 加碼 |
| Mission Wealth Management, LP | 7,876 | $125.2 萬 | 0.03% | −581−6.9% | 減碼 |
| Longfellow Investment Management Co LLC | 7,885 | $125.3 萬 | 0.30% | −2,040−20.6% | 減碼 |
| Fort Point Capital Partners LLC | 7,897 | $125.5 萬 | 0.16% | −891−10.1% | 減碼 |
| CFS Investment Advisory Services, LLC | 7,666 | $125.6 萬 | 0.09% | +330+4.5% | 加碼 |
| CVA Family Office, LLC | 7,932 | $126.1 萬 | 0.16% | +36+0.5% | 加碼 |
| TigerOak Management, L.L.C. | 7,942 | $126.2 萬 | 0.39% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 7,944 | $126.3 萬 | 0.07% | +191+2.5% | 加碼 |
| Breakwater Capital Group | 7,946 | $126.3 萬 | 0.19% | −52−0.7% | 減碼 |