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
- 2,265
- 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 818 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 |
|---|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | 19,377 | $308.0 萬 | 0.95% | −511−2.6% | 減碼 |
| Caldwell Trust Co | 19,505 | $310.1 萬 | 0.29% | −88−0.4% | 減碼 |
| Hunter Associates Investment Management LLC | 19,628 | $311.9 萬 | 0.43% | +657+3.5% | 加碼 |
| Baldwin Investment Management, LLC | 19,672 | $312.7 萬 | 0.36% | −195−1.0% | 減碼 |
| Sagespring Wealth Partners, LLC | 19,925 | $316.7 萬 | 0.06% | +414+2.1% | 加碼 |
| D L Carlson Investment Group Inc | 20,003 | $318.0 萬 | 0.53% | +1,166+6.2% | 加碼 |
| Werlinich Asset Management, LLC | 20,070 | $319.0 萬 | 1.59% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 20,151 | $320.3 萬 | 0.10% | −652−3.1% | 減碼 |
| Atomi Financial Group, Inc. | 20,294 | $322.6 萬 | 0.10% | +750+3.8% | 加碼 |
| Fundamentun, LLC | 20,307 | $322.8 萬 | 0.13% | −145−0.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,352 | $324.2 萬 | 0.03% | −785−3.7% | 減碼 |
| Capital Investment Advisors, LLC | 20,638 | $328.1 萬 | 0.05% | −2,526−10.9% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 20,646 | $328.2 萬 | 0.17% | −410−1.9% | 減碼 |
| Alaethes Wealth LLC | 20,661 | $328.4 萬 | 0.93% | −2,335−10.2% | 減碼 |
| AIA Group Ltd | 20,671 | $328.6 萬 | 0.06% | +7,797+60.6% | 加碼 |
| Hurley Capital, LLC | 20,687 | $328.8 萬 | 1.85% | +15+0.1% | 加碼 |
| Paradigm Asset Management Co LLC | 20,700 | $329.0 萬 | 0.76% | 00.0% | 不變 |
| Jump Financial, LLC | 20,719 | $329.3 萬 | 0.04% | −4,148−16.7% | 減碼 |
| KCM Investment Advisors LLC | 20,758 | $330.0 萬 | 0.11% | +205+1.0% | 加碼 |
| Regions Financial Corp | 20,801 | $330.7 萬 | 0.02% | +165+0.8% | 加碼 |
| Pensionmark Financial Group, LLC | 20,866 | $331.7 萬 | 0.07% | −210−1.0% | 減碼 |
| GM Advisory Group, Inc. | 20,949 | $333.0 萬 | 0.14% | +102+0.5% | 加碼 |
| True North Advisors, LLC | 21,170 | $336.5 萬 | 0.53% | −1,201−5.4% | 減碼 |
| Farther Finance Advisors, LLC | 21,232 | $337.5 萬 | 0.05% | +4,230+24.9% | 加碼 |
| CBOE Vest Financial, LLC | 21,239 | $337.6 萬 | 0.04% | +4,087+23.8% | 加碼 |
| River Street Advisors LLC | 21,324 | $339.0 萬 | 1.31% | +163+0.8% | 加碼 |
| Syon Capital LLC | 21,460 | $341.1 萬 | 0.18% | +3,255+17.9% | 加碼 |
| AE Wealth Management LLC | 21,543 | $342.5 萬 | 0.02% | +2,983+16.1% | 加碼 |
| IFG Advisory, LLC | 21,570 | $342.9 萬 | 0.16% | −197−0.9% | 減碼 |
| William B. Walkup & Associates, Inc. | 21,607 | $343.5 萬 | 1.84% | −58−0.3% | 減碼 |
| Voleon Capital Management LP | 21,701 | $345.0 萬 | 0.08% | −5,599−20.5% | 減碼 |
| TCTC Holdings, LLC | 21,762 | $345.9 萬 | 0.10% | −50−0.2% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $346.5 萬 | 0.11% | 00.0% | 不變 |
| Tema ETFs LLC | 21,837 | $347.1 萬 | 0.29% | +21,837 | 新進 |
| Wealthspire Advisors, LLC | 22,143 | $352.0 萬 | 0.02% | −2,404−9.8% | 減碼 |
| Arkadios Wealth Advisors | 22,200 | $352.9 萬 | 0.09% | +1,607+7.8% | 加碼 |
| Am Investment Strategies LLC | 22,200 | $352.9 萬 | 0.77% | +131+0.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,238 | $353.5 萬 | 0.07% | +2,502+12.7% | 加碼 |
| MainStreet Investment Advisors LLC | 22,272 | $354.0 萬 | 0.48% | −1,614−6.8% | 減碼 |
| Asio Capital, LLC | 22,332 | $355.0 萬 | 0.53% | +937+4.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 22,406 | $356.2 萬 | 0.05% | −2,483−10.0% | 減碼 |
| Fulton Bank, N.A. | 22,490 | $357.5 萬 | 0.12% | −6,124−21.4% | 減碼 |
| YHB Investment Advisors, Inc. | 22,608 | $359.4 萬 | 0.26% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 22,698 | $360.8 萬 | 0.15% | −300−1.3% | 減碼 |
| Lipe & Dalton | 22,754 | $361.7 萬 | 1.79% | −373−1.6% | 減碼 |
| Exchange Traded Concepts, LLC | 22,927 | $364.4 萬 | 0.03% | +11,311+97.4% | 加碼 |
| Graphene Investments SAS | 23,000 | $365.6 萬 | 2.31% | 00.0% | 不變 |
| Brookstone Capital Management | 23,142 | $367.9 萬 | 0.04% | +551+2.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 23,195 | $368.7 萬 | 0.07% | +199+0.9% | 加碼 |
| Brown Brothers Harriman & Co | 23,260 | $369.7 萬 | 0.02% | +1,317+6.0% | 加碼 |
| Laurion Capital Management LP | 23,345 | $371.1 萬 | 0.51% | +23,345 | 新進 |
| Canandaigua National Bank & Trust Co | 23,466 | $373.0 萬 | 0.33% | −302−1.3% | 減碼 |
| Concord Wealth Partners | 23,710 | $376.9 萬 | 0.52% | +20+0.1% | 加碼 |
| Transcend Wealth Collective, LLC | 23,828 | $378.8 萬 | 0.27% | −613−2.5% | 減碼 |
| Concord Asset Management, LLC | 23,844 | $379.0 萬 | 0.69% | +154+0.7% | 加碼 |
| Ramirez Asset Management, Inc. | 23,846 | $379.1 萬 | 0.53% | +7,556+46.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 23,878 | $379.6 萬 | 0.03% | −1,246−5.0% | 減碼 |
| Vestcor Inc | 23,926 | $380.3 萬 | 0.11% | −1,093−4.4% | 減碼 |
| LSV Asset Management | 24,227 | $385.1 萬 | 0.01% | +12,147+100.6% | 加碼 |
| Northeast Investment Management | 24,397 | $387.8 萬 | 0.16% | −40.0% | 減碼 |
| We Are One Seven, LLC | 24,454 | $388.7 萬 | 0.09% | +3,660+17.6% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 24,654 | $391.9 萬 | 0.10% | +24,654 | 新進 |
| NorthRock Partners, LLC | 24,677 | $392.3 萬 | 0.07% | +3,687+17.6% | 加碼 |
| Meridian Wealth Management, LLC | 24,692 | $392.5 萬 | 0.15% | −372−1.5% | 減碼 |
| Skopos Labs, Inc. | 28,046 | $394.6 萬 | 0.53% | −2,047−6.8% | 減碼 |
| Stolper Co | 24,832 | $394.7 萬 | 1.20% | +52+0.2% | 加碼 |
| Burney Co | 24,893 | $395.7 萬 | 0.13% | +398+1.6% | 加碼 |
| Rossmore Private Capital | 24,971 | $396.9 萬 | 0.43% | +602+2.5% | 加碼 |
| Franklin Street Advisors Inc | 25,000 | $397.4 萬 | 0.23% | 00.0% | 不變 |
| MASTERINVEST Kapitalanlage GmbH | 25,147 | $399.7 萬 | 0.39% | +1,900+8.2% | 加碼 |
| Community Trust & Investment Co | 25,155 | $399.9 萬 | 0.22% | −799−3.1% | 減碼 |
| Griffin Asset Management, Inc. | 25,192 | $400.5 萬 | 0.45% | +569+2.3% | 加碼 |
| Culbertson A N & Co Inc | 25,223 | $400.9 萬 | 0.57% | +100+0.4% | 加碼 |
| Trust Co of Toledo NA | 25,294 | $402.1 萬 | 0.40% | +236+0.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 25,389 | $403.6 萬 | 0.05% | +2,458+10.7% | 加碼 |
| Global Retirement Partners, LLC | 25,482 | $405.1 萬 | 0.09% | +1,833+7.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 25,553 | $406.2 萬 | 0.32% | +682+2.7% | 加碼 |
| Capital Asset Advisory Services LLC | 25,618 | $407.2 萬 | 0.18% | +1,158+4.7% | 加碼 |
| J. Safra Sarasin Holding AG | 25,629 | $407.4 萬 | 0.07% | +1,128+4.6% | 加碼 |
| Callan Family Office, LLC | 25,731 | $409.0 萬 | 0.13% | −2,868−10.0% | 減碼 |
| Smith, Salley & Associates | 25,745 | $409.2 萬 | 0.21% | +4,375+20.5% | 加碼 |
| Palisade Asset Management, LLC | 25,867 | $411.2 萬 | 0.38% | +90.0% | 加碼 |
| National Asset Management, Inc. | 25,931 | $412.2 萬 | 0.20% | −1,046−3.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 26,176 | $416.1 萬 | 0.29% | +19,182+274.3% | 加碼 |
| Next Level Private LLC | 26,348 | $416.5 萬 | 1.21% | +94+0.4% | 加碼 |
| Dimension Capital Management LLC | 26,270 | $417.6 萬 | 0.61% | 00.0% | 不變 |
| Truvestments Capital LLC | 26,508 | $421.4 萬 | 0.76% | −7,305−21.6% | 減碼 |
| Benjamin Edwards Inc | 26,615 | $423.1 萬 | 0.05% | +505+1.9% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $425.9 萬 | 0.04% | 00.0% | 不變 |
| Triglav Skladi, D.O.O. | 26,977 | $428.7 萬 | 0.28% | +7,465+38.3% | 加碼 |
| K.J. Harrison & Partners Inc | 27,709 | $430.3 萬 | 0.62% | −5,200−15.8% | 減碼 |
| TD Private Client Wealth LLC | 27,174 | $432.0 萬 | 0.10% | −10,971−28.8% | 減碼 |
| Trilogy Capital Inc. | 27,319 | $434.3 萬 | 0.20% | −672−2.4% | 減碼 |
| Signaturefd, LLC | 27,324 | $434.3 萬 | 0.07% | +364+1.4% | 加碼 |
| Glass Wealth Management Co LLC | 27,326 | $434.4 萬 | 1.94% | +2,990+12.3% | 加碼 |
| Meyer Handelman Co | 27,338 | $434.6 萬 | 0.14% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 27,351 | $434.8 萬 | 0.37% | −120.0% | 減碼 |
| Mirabaud & Cie SA | 27,747 | $441.1 萬 | 1.40% | +415+1.5% | 加碼 |
| Financial Advisory Service, Inc. | 27,754 | $441.2 萬 | 0.30% | +1,173+4.4% | 加碼 |
| Integrated Wealth Concepts LLC | 27,758 | $441.2 萬 | 0.04% | +369+1.3% | 加碼 |