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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 10,421 | $165.7 萬 | 0.02% | −94,494−90.1% | 減碼 |
| Congress Asset Management Co | 10,439 | $165.9 萬 | 0.01% | −3,118−23.0% | 減碼 |
| Parcion Private Wealth LLC | 10,571 | $168.0 萬 | 0.10% | +643+6.5% | 加碼 |
| Mork Capital Management, LLC | 10,670 | $169.6 萬 | 1.17% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 10,737 | $170.7 萬 | 0.63% | −43−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 10,800 | $171.7 萬 | 0.01% | −10,972−50.4% | 減碼 |
| Twin Capital Management Inc | 10,934 | $173.8 萬 | 0.22% | −147−1.3% | 減碼 |
| Hartford Funds Management Co LLC | 10,974 | $174.4 萬 | 0.15% | +3,558+48.0% | 加碼 |
| Financial Engines Advisors L.L.C. | 11,014 | $175.1 萬 | 0.00% | +292+2.7% | 加碼 |
| Cape Ann Savings Bank | 11,040 | $175.5 萬 | 0.94% | +703+6.8% | 加碼 |
| Delta Asset Management LLC | 11,042 | $175.5 萬 | 0.15% | −10−0.1% | 減碼 |
| Advisors Preferred, LLC | 11,300 | $177.3 萬 | 0.26% | 00.0% | 不變 |
| Moment Partners, LLC | 11,160 | $177.4 萬 | 0.31% | +1,793+19.1% | 加碼 |
| Long Run Wealth Advisors, LLC | 11,169 | $177.5 萬 | 0.35% | −1,116−9.1% | 減碼 |
| Washington Trust Co | 11,175 | $177.6 萬 | 0.06% | +260+2.4% | 加碼 |
| VestGen Advisors, LLC | 11,190 | $177.9 萬 | 0.06% | −678−5.7% | 減碼 |
| Community Bank, N.A. | 11,226 | $178.4 萬 | 0.22% | −162−1.4% | 減碼 |
| Armis Advisers, LLC | 10,961 | $179.4 萬 | 0.17% | −190−1.7% | 減碼 |
| Main Street Financial Solutions, LLC | 11,284 | $179.4 萬 | 0.12% | +2,320+25.9% | 加碼 |
| Wilkins Investment Counsel Inc | 11,299 | $179.6 萬 | 0.25% | −50−0.4% | 減碼 |
| Independence Bank of Kentucky | 11,327 | $180.1 萬 | 0.23% | −416−3.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,330 | $180.1 萬 | 0.01% | +2,488+28.1% | 加碼 |
| Cigna Investments Inc | 11,344 | $180.3 萬 | 0.26% | −67−0.6% | 減碼 |
| Chemung Canal Trust Co | 11,360 | $180.6 萬 | 0.36% | 00.0% | 不變 |
| Ar Asset Management Inc | 11,400 | $181.2 萬 | 0.38% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 11,430 | $181.7 萬 | 0.07% | +901+8.6% | 加碼 |
| Berkshire Asset Management LLC | 11,484 | $182.5 萬 | 0.08% | 00.0% | 不變 |
| Magnus Financial Group LLC | 11,508 | $182.9 萬 | 0.14% | +93+0.8% | 加碼 |
| Advisors Capital Management, LLC | 11,520 | $183.1 萬 | 0.02% | +1,524+15.2% | 加碼 |
| Foster & Motley Inc | 11,559 | $183.7 萬 | 0.10% | −453−3.8% | 減碼 |
| Principle Wealth Partners LLC | 11,600 | $184.4 萬 | 0.11% | −64−0.5% | 減碼 |
| Larson Financial Group LLC | 11,659 | $185.3 萬 | 0.07% | +967+9.0% | 加碼 |
| Parsons Capital Management Inc | 11,696 | $185.9 萬 | 0.11% | −975−7.7% | 減碼 |
| Lee Financial Co | 11,792 | $187.4 萬 | 0.24% | +275+2.4% | 加碼 |
| Viewpoint Capital Management LLC | 11,894 | $189.1 萬 | 0.83% | −225−1.9% | 減碼 |
| BCS Private Wealth Management, Inc. | 11,947 | $189.9 萬 | 0.68% | 00.0% | 不變 |
| Independent Financial Group, LLC | 11,951 | $190.0 萬 | 0.05% | +2,025+20.4% | 加碼 |
| MMBG Investment Advisors Co. | 12,065 | $191.8 萬 | 0.17% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 12,080 | $192.0 萬 | 0.71% | −4,564−27.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 12,103 | $192.4 萬 | 0.05% | −1,037−7.9% | 減碼 |
| First Citizens Bank & Trust Co | 12,143 | $193.0 萬 | 0.04% | +890+7.9% | 加碼 |
| Bard Financial Services, Inc. | 12,180 | $193.6 萬 | 0.21% | 00.0% | 不變 |
| Golden State Equity Partners | 12,189 | $193.8 萬 | 0.33% | −1,054−8.0% | 減碼 |
| Evergreen Capital Management LLC | 12,347 | $196.3 萬 | 0.05% | −533−4.1% | 減碼 |
| Excalibur Management Corp | 12,352 | $196.3 萬 | 0.71% | −240−1.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,517 | $199.0 萬 | 0.05% | −354−2.8% | 減碼 |
| Trustmark National Bank Trust Department | 12,533 | $199.2 萬 | 0.13% | +293+2.4% | 加碼 |
| Chatham Capital Group, Inc. | 12,556 | $199.6 萬 | 0.29% | −1,245−9.0% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $200.3 萬 | 0.53% | 00.0% | 不變 |
| M&G Plc | 12,635 | $200.9 萬 | 0.01% | +12,635 | 新進 |
| Verdence Capital Advisors LLC | 12,105 | $201.0 萬 | 0.12% | −4,311−26.3% | 減碼 |
| Radnor Capital Management, LLC | 12,699 | $201.9 萬 | 0.31% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 12,700 | $201.9 萬 | 0.01% | +6,448+103.1% | 加碼 |
| Brighton Jones LLC | 12,711 | $202.1 萬 | 0.05% | +547+4.5% | 加碼 |
| Greenwich Wealth Management LLC | 12,714 | $202.1 萬 | 0.10% | −119−0.9% | 減碼 |
| Lansing Street Advisors | 12,749 | $202.7 萬 | 0.54% | −433−3.3% | 減碼 |
| CFM Wealth Partners LLC | 12,828 | $203.9 萬 | 0.30% | +1,339+11.7% | 加碼 |
| Virtus Investment Advisers, Inc. | 12,855 | $204.3 萬 | 0.59% | +12,855 | 新進 |
| Mather Group, LLC. | 12,906 | $205.1 萬 | 0.02% | +129+1.0% | 加碼 |
| Convergence Investment Partners, LLC | 12,962 | $206.0 萬 | 0.46% | −450−3.4% | 減碼 |
| Westpac Banking Corp | 12,974 | $206.2 萬 | 0.13% | −31,551−70.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 13,034 | $207.2 萬 | 0.12% | +13,034 | 新進 |
| Harfst & Associates, Inc. | 13,152 | $209.1 萬 | 0.39% | +99+0.8% | 加碼 |
| Garner Asset Management Corp | 13,203 | $209.9 萬 | 0.85% | +1,147+9.5% | 加碼 |
| Moss Adams Wealth Advisors LLC | 13,222 | $210.2 萬 | 0.16% | +65+0.5% | 加碼 |
| Mutual Advisors, LLC | 13,232 | $210.8 萬 | 0.05% | +772+6.2% | 加碼 |
| Great Diamond Partners, LLC | 13,273 | $211.0 萬 | 0.41% | −88−0.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 13,366 | $212.5 萬 | 0.16% | +252+1.9% | 加碼 |
| NBT Bank N A | 13,496 | $213.6 萬 | 0.14% | −10.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 13,479 | $214.3 萬 | 0.01% | +203+1.5% | 加碼 |
| AlTi Global, Inc. | 13,494 | $214.5 萬 | 0.05% | +302+2.3% | 加碼 |
| Systematic Financial Management LP | 13,500 | $214.6 萬 | 0.05% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 13,561 | $215.6 萬 | 1.72% | +850+6.7% | 加碼 |
| Aventura Private Wealth, LLC | 13,583 | $215.9 萬 | 0.80% | −177−1.3% | 減碼 |
| Quent Capital, LLC | 13,701 | $217.8 萬 | 0.18% | +107+0.8% | 加碼 |
| Quadcap Wealth Management, LLC | 13,739 | $218.4 萬 | 0.26% | −221−1.6% | 減碼 |
| Norden Group LLC | 13,849 | $220.1 萬 | 0.22% | +372+2.8% | 加碼 |
| Tocqueville Asset Management L.P. | 13,890 | $220.8 萬 | 0.03% | 00.0% | 不變 |
| Wedmont Private Capital | 14,238 | $222.1 萬 | 0.08% | +714+5.3% | 加碼 |
| TownSquare Capital, LLC | 13,973 | $222.1 萬 | 0.34% | −4,213−23.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 14,024 | $222.9 萬 | 0.06% | −235−1.6% | 減碼 |
| Trust Co of Vermont | 14,039 | $223.2 萬 | 0.10% | −262−1.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 14,044 | $223.2 萬 | 0.34% | −2,657−15.9% | 減碼 |
| Northstar Advisory Group, LLC | 14,062 | $223.5 萬 | 0.91% | +11,394+427.1% | 加碼 |
| Chesapeake Wealth Management | 14,089 | $224.0 萬 | 0.68% | +23+0.2% | 加碼 |
| Compton Wealth Advisory Group, LLC | 14,125 | $224.5 萬 | 0.52% | +50.0% | 加碼 |
| LS Investment Advisors, LLC | 14,165 | $225.2 萬 | 0.32% | −735−4.9% | 減碼 |
| Diligent Investors, LLC | 14,220 | $226.0 萬 | 0.57% | +70.0% | 加碼 |
| XTX Topco Ltd | 14,240 | $226.4 萬 | 0.12% | −1,615−10.2% | 減碼 |
| Diversify Advisory Services, LLC | 13,878 | $227.1 萬 | 0.08% | −2,270−14.1% | 減碼 |
| Trust Asset Management LLC | 14,311 | $227.5 萬 | 0.16% | 00.0% | 不變 |
| Courier Capital LLC | 14,372 | $228.5 萬 | 0.13% | −71−0.5% | 減碼 |
| TLWM | 14,546 | $231.2 萬 | 0.42% | +755+5.5% | 加碼 |
| Prospera Financial Services Inc | 14,566 | $231.6 萬 | 0.04% | −10,521−41.9% | 減碼 |
| Northcape Wealth Management, LLC | 14,647 | $232.8 萬 | 0.68% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 14,695 | $233.5 萬 | 0.46% | +1,943+15.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 14,695 | $233.6 萬 | 0.03% | −325−2.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 14,858 | $234.2 萬 | 0.29% | −673−4.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 14,750 | $234.5 萬 | 0.12% | −406−2.7% | 減碼 |
| AMG National Trust Bank | 14,800 | $235.3 萬 | 0.06% | −652−4.2% | 減碼 |