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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 27,765 | $441.3 萬 | 0.21% | +764+2.8% | 加碼 |
| Greenleaf Trust | 27,871 | $443.0 萬 | 0.04% | −844−2.9% | 減碼 |
| Stephens Inc | 28,253 | $449.1 萬 | 0.06% | −809−2.8% | 減碼 |
| Alerus Financial NA | 28,287 | $449.7 萬 | 0.23% | +219+0.8% | 加碼 |
| Summit Trail Advisors, LLC | 28,407 | $451.6 萬 | 0.06% | +4,840+20.5% | 加碼 |
| Bleakley Financial Group, LLC | 29,020 | $461.3 萬 | 0.11% | −1,423−4.7% | 減碼 |
| Americana Partners, LLC | 29,052 | $461.8 萬 | 0.14% | −3,271−10.1% | 減碼 |
| Capital International Ltd | 29,070 | $462.1 萬 | 0.17% | −353−1.2% | 減碼 |
| StoneX Group Inc. | 29,266 | $465.2 萬 | 0.20% | −7,014−19.3% | 減碼 |
| New Millennium Group LLC | 29,390 | $467.2 萬 | 2.14% | +29,361+101,244.8% | 加碼 |
| HCR Wealth Advisors | 30,250 | $469.8 萬 | 0.49% | +570+1.9% | 加碼 |
| Quest Partners LLC | 29,568 | $470.0 萬 | 0.31% | +23,599+395.4% | 加碼 |
| CoreCap Advisors, LLC | 29,597 | $470.5 萬 | 0.17% | +26,914+1,003.1% | 加碼 |
| AustralianSuper Pty Ltd | 29,718 | $472.4 萬 | 0.02% | +1,238+4.3% | 加碼 |
| Fidelis Capital Partners, LLC | 29,845 | $474.4 萬 | 0.37% | +364+1.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 29,941 | $476.0 萬 | 0.29% | −3,363−10.1% | 減碼 |
| Gifford Fong Associates | 30,000 | $476.9 萬 | 1.00% | 00.0% | 不變 |
| Patten & Patten Inc | 30,158 | $479.4 萬 | 0.28% | −478−1.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $481.8 萬 | 0.32% | −891−2.9% | 減碼 |
| GAMMA Investing LLC | 30,444 | $483.9 萬 | 0.27% | +2,123+7.5% | 加碼 |
| Dana Investment Advisors, Inc. | 30,454 | $484.1 萬 | 0.14% | −4,172−12.0% | 減碼 |
| Central Trust Co | 30,577 | $486.1 萬 | 0.10% | −484−1.6% | 減碼 |
| Salem Investment Counselors Inc | 30,591 | $486.3 萬 | 0.14% | +307+1.0% | 加碼 |
| Sowell Financial Services LLC | 30,854 | $490.5 萬 | 0.19% | +9,619+45.3% | 加碼 |
| Sculati Wealth Management, LLC | 30,978 | $492.4 萬 | 1.74% | −194−0.6% | 減碼 |
| Weiss Asset Management LP | 31,136 | $494.9 萬 | 0.07% | +31,136 | 新進 |
| Mattson Financial Services, LLC | 31,351 | $498.4 萬 | 1.19% | −92−0.3% | 減碼 |
| Rokos Capital Management LLP | 31,392 | $499.0 萬 | 0.06% | −1,199,074−97.4% | 減碼 |
| Polar Asset Management Partners Inc. | 31,400 | $499.1 萬 | 0.10% | +23,800+313.2% | 加碼 |
| South State Corp. | 31,502 | $500.8 萬 | 0.23% | −1,440−4.4% | 減碼 |
| Moody National Bank Trust Division | 31,605 | $502.4 萬 | 0.42% | +981+3.2% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 31,684 | $503.7 萬 | 2.58% | −243−0.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 31,774 | $505.1 萬 | 0.09% | −9,626−23.3% | 減碼 |
| Advisory Services Network, LLC | 31,800 | $505.5 萬 | 0.07% | +1,630+5.4% | 加碼 |
| Sigma Planning Corp | 31,814 | $505.7 萬 | 0.14% | −876−2.7% | 減碼 |
| Cresset Asset Management, LLC | 32,018 | $509.0 萬 | 0.02% | +3,287+11.4% | 加碼 |
| Scholtz & Company, LLC | 32,118 | $510.5 萬 | 2.24% | −1,842−5.4% | 減碼 |
| Lincluden Management Ltd | 32,146 | $511.0 萬 | 0.57% | −240−0.7% | 減碼 |
| Everence Capital Management Inc | 32,291 | $513.3 萬 | 0.31% | 00.0% | 不變 |
| Amica Mutual Insurance Co | 32,301 | $513.5 萬 | 0.47% | −5,994−15.7% | 減碼 |
| First National Advisers, LLC | 32,539 | $517.2 萬 | 0.70% | +714+2.2% | 加碼 |
| First National Bank of Omaha | 32,768 | $520.9 萬 | 0.33% | −1,525−4.4% | 減碼 |
| Equitable Holdings, Inc. | 32,804 | $521.5 萬 | 0.04% | +1,362+4.3% | 加碼 |
| Union Heritage Capital, LLC | 32,814 | $521.6 萬 | 1.69% | 00.0% | 不變 |
| Ibex Wealth Advisors | 32,906 | $523.1 萬 | 0.50% | +23,625+254.6% | 加碼 |
| Change Path, LLC | 33,001 | $524.6 萬 | 0.13% | +7,635+30.1% | 加碼 |
| Forum Financial Management, LP | 33,094 | $526.1 萬 | 0.07% | +2,054+6.6% | 加碼 |
| Brasada Capital Management, LP | 33,992 | $527.9 萬 | 0.90% | +1,007+3.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 33,262 | $528.7 萬 | 0.10% | +9,692+41.1% | 加碼 |
| Perigon Wealth Management, LLC | 33,270 | $528.9 萬 | 0.11% | +1,869+6.0% | 加碼 |
| New Age Alpha Advisors, LLC | 33,688 | $535.5 萬 | 0.23% | −658−1.9% | 減碼 |
| Northwest Bancshares, Inc. | 33,764 | $536.7 萬 | 0.89% | −1,559−4.4% | 減碼 |
| Core Alternative Capital | 33,819 | $537.6 萬 | 1.56% | −5,771−14.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 33,897 | $538.8 萬 | 0.16% | +148+0.4% | 加碼 |
| Simon Quick Advisors, LLC | 33,950 | $539.7 萬 | 0.24% | −4,082−10.7% | 減碼 |
| Sterling Capital Management LLC | 33,978 | $540.1 萬 | 0.08% | −1,469−4.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 34,072 | $541.7 萬 | 0.11% | +34,072 | 新進 |
| RNC Capital Management LLC | 34,081 | $541.7 萬 | 0.25% | −369−1.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 34,100 | $542.1 萬 | 0.06% | +350+1.0% | 加碼 |
| Cullinan Associates Inc | 34,150 | $542.8 萬 | 0.35% | −6,322−15.6% | 減碼 |
| Plato Investment Management Ltd | 34,595 | $545.7 萬 | 0.37% | +1,735+5.3% | 加碼 |
| Carret Asset Management, LLC | 34,464 | $547.8 萬 | 0.53% | −450−1.3% | 減碼 |
| Financial Advisory Partners, LLC | 34,464 | $547.8 萬 | 1.60% | −401−1.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 34,508 | $548.5 萬 | 0.07% | +732+2.2% | 加碼 |
| Ci Investments Inc. | 34,617 | $550.3 萬 | 0.02% | +28,863+501.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 34,756 | $552.5 萬 | 0.37% | 00.0% | 不變 |
| Logan Capital Management Inc | 35,032 | $556.9 萬 | 0.23% | +1,059+3.1% | 加碼 |
| Shorepoint Capital Partners LLC | 35,060 | $557.3 萬 | 1.11% | +35,060 | 新進 |
| Capital Group Private Client Services, Inc. | 35,182 | $559.3 萬 | 0.09% | −139,444−79.9% | 減碼 |
| S&CO Inc | 35,242 | $560.2 萬 | 0.34% | −910−2.5% | 減碼 |
| Morangie Management LLC | 35,377 | $562.4 萬 | 4.85% | +1,471+4.3% | 加碼 |
| Hamilton Capital Partners Inc. | 35,452 | $563.5 萬 | 0.23% | −6,096−14.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 35,747 | $568.2 萬 | 0.21% | +1,541+4.5% | 加碼 |
| Ritholtz Wealth Management | 35,783 | $568.8 萬 | 0.11% | +2,613+7.9% | 加碼 |
| Inspire Trust Co, N.A. | 36,000 | $572.3 萬 | 1.04% | 00.0% | 不變 |
| Highland Capital Management, LLC | 36,020 | $572.6 萬 | 0.29% | −350−1.0% | 減碼 |
| Sandy Cove Advisors, LLC | 36,088 | $573.7 萬 | 1.83% | +65+0.2% | 加碼 |
| Cito Capital Group, LLC | 36,155 | $574.7 萬 | 1.67% | −3,000−7.7% | 減碼 |
| NBC Securities, Inc. | 36,162 | $574.8 萬 | 0.44% | +1,049+3.0% | 加碼 |
| Capital Investment Counsel, LLC | 36,671 | $582.9 萬 | 0.86% | +835+2.3% | 加碼 |
| Savant Capital, LLC | 36,969 | $587.7 萬 | 0.04% | +1,482+4.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 37,257 | $592.2 萬 | 0.74% | −1,059−2.8% | 減碼 |
| Cypress Financial Planning LLC | 37,717 | $599.6 萬 | 1.84% | +40.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 37,974 | $603.6 萬 | 0.39% | +188+0.5% | 加碼 |
| Quadrant Capital Group LLC | 38,049 | $604.8 萬 | 0.20% | +248+0.7% | 加碼 |
| DRW Securities, LLC | 38,411 | $610.9 萬 | 0.31% | +22,169+136.5% | 加碼 |
| Cary Street Partners Financial LLC | 38,580 | $613.3 萬 | 0.16% | −1,615−4.0% | 減碼 |
| Wetherby Asset Management Inc | 38,657 | $614.5 萬 | 0.25% | +1,044+2.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 38,667 | $614.7 萬 | 0.09% | −740−1.9% | 減碼 |
| HighPoint Advisor Group LLC | 38,732 | $615.7 萬 | 0.29% | −2,328−5.7% | 減碼 |
| Dark Forest Capital Management LP | 38,751 | $616.0 萬 | 0.23% | −55,836−59.0% | 減碼 |
| Stock Yards Bank & Trust Co | 38,985 | $619.7 萬 | 0.19% | −123−0.3% | 減碼 |
| Principal Securities, Inc. | 39,375 | $625.9 萬 | 0.10% | +575+1.5% | 加碼 |
| V-Square Quantitative Management LLC | 39,470 | $627.4 萬 | 1.06% | +1,686+4.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 39,590 | $629.3 萬 | 0.22% | +793+2.0% | 加碼 |
| Clearstead Advisors, LLC | 39,695 | $631.0 萬 | 0.09% | +2,625+7.1% | 加碼 |
| Torray LLC | 39,732 | $631.6 萬 | 0.86% | −4,339−9.8% | 減碼 |
| Brentview Investment Management LLC | 39,824 | $633.0 萬 | 2.88% | +1,361+3.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 45,128 | $635.7 萬 | 0.33% | 00.0% | 不變 |
| Horizon Investments, LLC | 40,506 | $640.0 萬 | 0.08% | +11,975+42.0% | 加碼 |