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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 14,882 | $235.8 萬 | 0.48% | +108+0.7% | 加碼 |
| Avestar Capital, LLC | 14,908 | $237.0 萬 | 0.17% | −4,804−24.4% | 減碼 |
| Mystic Asset Management, Inc. | 14,910 | $237.0 萬 | 0.54% | −11−0.1% | 減碼 |
| Trust Investment Advisors | 14,955 | $237.7 萬 | 1.34% | +130+0.9% | 加碼 |
| Insigneo Advisory Services, LLC | 14,976 | $238.1 萬 | 0.17% | −135−0.9% | 減碼 |
| Evoke Wealth, LLC | 14,990 | $238.3 萬 | 0.05% | +4,235+39.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 15,002 | $238.5 萬 | 0.09% | −233−1.5% | 減碼 |
| Matrix Trust Co | 15,094 | $239.9 萬 | 0.38% | −1,148−7.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,094 | $239.9 萬 | 0.07% | −19,483−56.3% | 減碼 |
| Snowden Capital Advisors LLC | 15,114 | $240.2 萬 | 0.07% | +673+4.7% | 加碼 |
| Wolff Wiese Magana LLC | 15,152 | $240.9 萬 | 1.36% | −54−0.4% | 減碼 |
| Ronald Blue Trust, Inc. | 15,181 | $241.3 萬 | 0.03% | +71+0.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,184 | $241.4 萬 | 0.19% | +95+0.6% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 15,205 | $241.7 萬 | 2.36% | +195+1.3% | 加碼 |
| IPG Investment Advisors LLC | 15,216 | $241.9 萬 | 0.43% | +414+2.8% | 加碼 |
| Umpqua Bank | 14,892 | $242.2 萬 | 0.68% | +451+3.1% | 加碼 |
| New England Research & Management, Inc. | 15,275 | $242.8 萬 | 1.12% | −244−1.6% | 減碼 |
| Huntleigh Advisors, Inc. | 15,325 | $243.6 萬 | 0.42% | +1,238+8.8% | 加碼 |
| Pitcairn Co | 15,327 | $243.6 萬 | 0.19% | −4,630−23.2% | 減碼 |
| Myriad Asset Management US LP | 15,343 | $243.9 萬 | 1.33% | +15,343 | 新進 |
| Heritage Trust Co | 15,390 | $244.6 萬 | 0.26% | +950+6.6% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 15,396 | $244.7 萬 | 1.67% | −350−2.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 15,400 | $244.8 萬 | 0.37% | +15,400 | 新進 |
| NVWM, LLC | 15,415 | $245.0 萬 | 0.55% | −192−1.2% | 減碼 |
| Eisler Capital Management Ltd. | 15,254 | $246.1 萬 | 0.06% | +15,166+17,234.1% | 加碼 |
| Aft, Forsyth & Sober, LLC | 15,500 | $246.4 萬 | 0.76% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 15,605 | $248.1 萬 | 0.17% | −911−5.5% | 減碼 |
| Howland Capital Management LLC | 15,639 | $248.6 萬 | 0.09% | −435−2.7% | 減碼 |
| White Pine Capital LLC | 15,652 | $248.8 萬 | 0.71% | −168−1.1% | 減碼 |
| Aspen Grove Capital, LLC | 15,764 | $250.6 萬 | 0.42% | −1,163−6.9% | 減碼 |
| Centaurus Financial, Inc. | 15,795 | $251.1 萬 | 0.12% | +3,543+28.9% | 加碼 |
| Fortis Capital Advisors, LLC | 15,810 | $251.3 萬 | 0.40% | +15,810 | 新進 |
| Wealthcare Advisory Partners LLC | 15,846 | $251.9 萬 | 0.05% | +316+2.0% | 加碼 |
| Parkside Financial Bank & Trust | 15,850 | $252.0 萬 | 0.20% | +808+5.4% | 加碼 |
| Cookson Peirce & Co Inc | 15,936 | $253.3 萬 | 0.10% | −317−2.0% | 減碼 |
| Decatur Capital Management, Inc. | 15,995 | $254.3 萬 | 1.01% | −10.0% | 減碼 |
| Cherokee Insurance Co | 16,000 | $254.3 萬 | 1.09% | 00.0% | 不變 |
| LOM Asset Management Ltd | 16,044 | $255.0 萬 | 0.78% | +1,508+10.4% | 加碼 |
| Charter Oak Capital Management, LLC | 16,086 | $255.7 萬 | 0.20% | +52+0.3% | 加碼 |
| 1st Source Bank | 16,114 | $256.1 萬 | 0.14% | −37−0.2% | 減碼 |
| Dynasty Wealth Management, LLC | 16,207 | $257.6 萬 | 0.03% | +4,280+35.9% | 加碼 |
| IFC Advisors LLC | 16,350 | $259.9 萬 | 0.48% | +80.0% | 加碼 |
| Somerset Trust Co | 16,460 | $261.6 萬 | 0.81% | +161+1.0% | 加碼 |
| Coastline Trust Co | 16,486 | $262.1 萬 | 0.28% | −175−1.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $262.3 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 16,608 | $264.0 萬 | 0.09% | +1,192+7.7% | 加碼 |
| King Luther Capital Management Corp | 16,647 | $264.6 萬 | 0.01% | −2,709−14.0% | 減碼 |
| Crestwood Advisors Group LLC | 16,684 | $265.2 萬 | 0.05% | +529+3.3% | 加碼 |
| Freedom Day Solutions, LLC | 16,736 | $266.0 萬 | 0.72% | −708−4.1% | 減碼 |
| Arrow Financial Corp | 16,832 | $267.6 萬 | 0.27% | −130−0.8% | 減碼 |
| NewEdge Wealth, LLC | 16,211 | $267.8 萬 | 0.04% | −1,241−7.1% | 減碼 |
| Institute for Wealth Management, LLC. | 16,846 | $267.8 萬 | 0.28% | −259−1.5% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 16,851 | $267.9 萬 | 0.05% | +9,706+135.8% | 加碼 |
| Brown Financial Advisors | 16,907 | $268.7 萬 | 0.99% | −155−0.9% | 減碼 |
| Altman Advisors, Inc. | 16,908 | $268.8 萬 | 1.03% | −115−0.7% | 減碼 |
| Oak Asset Management, LLC | 16,928 | $269.1 萬 | 0.92% | −650−3.7% | 減碼 |
| Valeo Financial Advisors, LLC | 17,075 | $271.4 萬 | 0.06% | −1,513−8.1% | 減碼 |
| Quantbot Technologies LP | 17,098 | $271.8 萬 | 0.07% | −17,553−50.7% | 減碼 |
| Atlas Legacy Advisors, LLC | 17,161 | $272.8 萬 | 0.53% | +7,785+83.0% | 加碼 |
| Intrust Bank NA | 17,169 | $272.9 萬 | 0.23% | −776−4.3% | 減碼 |
| Ironwood Investment Counsel, LLC | 17,171 | $273.0 萬 | 0.40% | −14−0.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 17,207 | $273.5 萬 | 0.03% | −198−1.1% | 減碼 |
| Smartleaf Asset Management LLC | 16,973 | $273.5 萬 | 0.17% | +5,203+44.2% | 加碼 |
| BOK Financial Private Wealth, Inc. | 17,252 | $274.2 萬 | 0.17% | −127−0.7% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $275.4 萬 | 0.09% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 17,414 | $276.8 萬 | 0.04% | +353+2.1% | 加碼 |
| Whittier Trust Co | 17,576 | $277.0 萬 | 0.03% | −729−4.0% | 減碼 |
| Abbot Financial Management, Inc. | 17,425 | $277.0 萬 | 1.18% | −650−3.6% | 減碼 |
| Wakefield Asset Management LLLP | 17,456 | $277.5 萬 | 0.76% | −1,690−8.8% | 減碼 |
| Mediolanum International Funds Ltd | 17,219 | $277.5 萬 | 0.03% | +1,085+6.7% | 加碼 |
| Krilogy Financial LLC | 16,820 | $277.8 萬 | 0.10% | +2,819+20.1% | 加碼 |
| Resources Investment Advisors, LLC. | 17,485 | $277.9 萬 | 0.03% | +1,440+9.0% | 加碼 |
| PFG Investments, LLC | 17,616 | $280.0 萬 | 0.15% | −493−2.7% | 減碼 |
| Schear Investment Advisers, LLC | 17,664 | $280.8 萬 | 1.25% | +204+1.2% | 加碼 |
| Rydar Equities, Inc. | 17,920 | $281.1 萬 | 2.25% | −1,437−7.4% | 減碼 |
| Miracle Mile Advisors, LLC | 17,759 | $282.3 萬 | 0.04% | −528−2.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 17,893 | $284.4 萬 | 0.33% | +17,893 | 新進 |
| Strategic Advisors LLC | 17,908 | $284.7 萬 | 0.46% | +33+0.2% | 加碼 |
| Hall Laurie J Trustee | 18,000 | $286.1 萬 | 0.93% | 00.0% | 不變 |
| Shaker Investments LLC | 18,013 | $286.3 萬 | 1.15% | −35−0.2% | 減碼 |
| Fulcrum Asset Management LLP | 18,062 | $287.1 萬 | 0.80% | −502−2.7% | 減碼 |
| Koshinski Asset Management, Inc. | 18,134 | $288.3 萬 | 0.19% | +159+0.9% | 加碼 |
| Davenport & Co LLC | 18,138 | $288.3 萬 | 0.02% | −11,853−39.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 18,175 | $288.9 萬 | 0.07% | +1,505+9.0% | 加碼 |
| Granite Group Advisors, LLC | 18,181 | $289.0 萬 | 1.75% | +10.0% | 加碼 |
| Acropolis Investment Management, LLC | 20,656 | $291.0 萬 | 0.15% | +2,096+11.3% | 加碼 |
| Texas Yale Capital Corp. | 18,350 | $291.7 萬 | 0.09% | −30−0.2% | 減碼 |
| Capital Investment Counsel, Inc | 18,371 | $292.0 萬 | 0.36% | −480−2.5% | 減碼 |
| Ascent Group, LLC | 18,380 | $292.2 萬 | 0.10% | +7,999+77.1% | 加碼 |
| JPL Wealth Management, LLC | 18,398 | $292.4 萬 | 0.69% | +14+0.1% | 加碼 |
| Qtron Investments LLC | 18,410 | $292.6 萬 | 0.36% | +2,259+14.0% | 加碼 |
| Aaron Wealth Advisors | 18,424 | $292.9 萬 | 0.18% | +8,965+94.8% | 加碼 |
| Choate Investment Advisors | 18,485 | $293.8 萬 | 0.06% | −32−0.2% | 減碼 |
| Insight Inv LLC | 18,619 | $296.0 萬 | 1.74% | +945+5.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 18,797 | $298.8 萬 | 0.36% | −1,998−9.6% | 減碼 |
| Covenant Asset Management, LLC | 18,886 | $300.2 萬 | 0.57% | −40.0% | 減碼 |
| Mirabella Financial Services LLP | 18,925 | $300.2 萬 | 0.26% | +11,386+151.0% | 加碼 |
| Hudson Canyon Capital Management | 18,385 | $300.9 萬 | 1.73% | −614−3.2% | 減碼 |
| Harvest Investment Advisors, LLC | 18,994 | $301.9 萬 | 1.77% | −335−1.7% | 減碼 |
| Belpointe Asset Management LLC | 19,023 | $302.4 萬 | 0.12% | +15,453+432.9% | 加碼 |