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 2,745 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 40,293 | $640.5 萬 | 1.07% | −977−2.4% | 減碼 |
| Stenger Family Office, LLC | 38,696 | $642.4 萬 | 1.36% | +9,726+33.6% | 加碼 |
| Independent Advisor Alliance | 40,465 | $643.2 萬 | 0.17% | +530+1.3% | 加碼 |
| City Holding Co | 40,570 | $644.9 萬 | 0.81% | +625+1.6% | 加碼 |
| Hoey Investments, Inc | 40,711 | $647.1 萬 | 0.88% | +4,646+12.9% | 加碼 |
| Allstate Corp | 41,315 | $656.7 萬 | 0.15% | +38,693+1,475.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 41,398 | $658.1 萬 | 0.01% | −126,162−75.3% | 減碼 |
| Van Eck Associates Corp | 41,451 | $658.9 萬 | 0.01% | +4,190+11.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 46,619 | $659.6 萬 | 0.14% | +324+0.7% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 42,174 | $670.4 萬 | 0.51% | +13,774+48.5% | 加碼 |
| SkyOak Wealth, LLC | 42,181 | $670.5 萬 | 1.27% | −446−1.0% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 42,295 | $672.3 萬 | 1.04% | +26,900+174.7% | 加碼 |
| Caisse des Depots Et Consignations | 42,372 | $673.5 萬 | 0.29% | −18,664−30.6% | 減碼 |
| Canada Post Corp Registered Pension Plan | 41,886 | $675.0 萬 | 0.30% | +5,873+16.3% | 加碼 |
| Allworth Financial LP | 42,716 | $679.0 萬 | 0.03% | +3,718+9.5% | 加碼 |
| United Capital Financial Advisers, LLC | 42,791 | $680.2 萬 | 0.05% | +1,245+3.0% | 加碼 |
| Occidental Asset Management, LLC | 42,798 | $680.3 萬 | 0.85% | +38+0.1% | 加碼 |
| Trajan Wealth LLC | 43,113 | $685.3 萬 | 0.30% | −1,685−3.8% | 減碼 |
| Sarasin & Partners LLP | 42,808 | $689.9 萬 | 0.07% | −324,735−88.4% | 減碼 |
| Vident Advisory, LLC | 44,071 | $700.5 萬 | 0.07% | +4,801+12.2% | 加碼 |
| Vise Technologies, Inc. | 44,204 | $702.7 萬 | 0.26% | −745−1.7% | 減碼 |
| Gotham Asset Management, LLC | 44,475 | $707.0 萬 | 0.03% | +11,424+34.6% | 加碼 |
| Toroso Investments, LLC | 44,568 | $708.5 萬 | 0.03% | −216−0.5% | 減碼 |
| Glenview Trust Co | 44,633 | $709.5 萬 | 0.11% | −4,937−10.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 44,710 | $710.7 萬 | 0.10% | +44,710 | 新進 |
| Bradyco, Inc. | 45,328 | $720.5 萬 | 8.17% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 45,796 | $728.0 萬 | 3.37% | −12,745−21.8% | 減碼 |
| SevenBridge Financial Group, LLC | 43,613 | $741.1 萬 | 1.22% | +3,607+9.0% | 加碼 |
| Summit Financial, LLC | 46,704 | $742.4 萬 | 0.11% | +173+0.4% | 加碼 |
| Worm Capital, LLC | 46,858 | $744.9 萬 | 5.63% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 47,009 | $747.3 萬 | 0.35% | −5,811−11.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 47,269 | $751.4 萬 | 0.23% | −2,467−5.0% | 減碼 |
| Integrated Advisors Network LLC | 47,635 | $757.2 萬 | 0.32% | −9,454−16.6% | 減碼 |
| Linscomb & Williams, Inc. | 47,751 | $759.0 萬 | 0.33% | +2,966+6.6% | 加碼 |
| Diversified Trust Co | 48,243 | $766.9 萬 | 0.15% | +18,800+63.9% | 加碼 |
| Joel Isaacson & Co., LLC | 48,409 | $769.5 萬 | 0.28% | +26+0.1% | 加碼 |
| First National Trust Co | 48,705 | $774.2 萬 | 0.27% | +436+0.9% | 加碼 |
| Elk River Wealth Management, LLC | 48,912 | $777.5 萬 | 1.25% | −750−1.5% | 減碼 |
| Xcel Wealth Management, LLC | 49,070 | $780.0 萬 | 2.03% | −500−1.0% | 減碼 |
| Consolidated Investment Group LLC | 49,215 | $782.3 萬 | 0.96% | 00.0% | 不變 |
| Hennessy Advisors Inc | 49,300 | $783.7 萬 | 0.27% | +2,100+4.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 49,788 | $791.4 萬 | 0.16% | −7,869−13.6% | 減碼 |
| Siemens Fonds Invest GmbH | 50,012 | $795.0 萬 | 0.43% | +12,804+34.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 50,013 | $795.0 萬 | 0.60% | +1,630+3.4% | 加碼 |
| Ossiam | 50,261 | $798.9 萬 | 0.10% | −204,539−80.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 50,290 | $799.4 萬 | 0.26% | +28,650+132.4% | 加碼 |
| NatWest Group plc | 50,521 | $803.1 萬 | 1.98% | +195+0.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 50,668 | $805.4 萬 | 0.19% | +500+1.0% | 加碼 |
| Dakota Wealth Management | 50,838 | $808.1 萬 | 0.16% | +39,938+366.4% | 加碼 |
| Principal Street Partners, LLC | 51,220 | $814.2 萬 | 1.30% | −11,756−18.7% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 51,237 | $814.5 萬 | 1.96% | −991−1.9% | 減碼 |
| CAPROCK Group, Inc. | 54,534 | $820.6 萬 | 0.20% | +54,534 | 新進 |
| Jones Financial Companies LLLP | 51,338 | $821.5 萬 | 0.01% | +2,257+4.6% | 加碼 |
| RSM US Wealth Management LLC | 52,568 | $835.6 萬 | 0.11% | +1,413+2.8% | 加碼 |
| Old Second National Bank of Aurora | 52,666 | $837.2 萬 | 1.72% | −446−0.8% | 減碼 |
| White Pine Investment CO | 52,980 | $842.2 萬 | 2.00% | −3,058−5.5% | 減碼 |
| Jupiter Wealth Management LLC | 53,075 | $843.7 萬 | 3.99% | +250+0.5% | 加碼 |
| Steel Peak Wealth Management LLC | 53,121 | $844.4 萬 | 0.28% | +28,454+115.4% | 加碼 |
| Barometer Capital Management Inc. | 53,447 | $844.5 萬 | 1.93% | −530−1.0% | 減碼 |
| Metis Global Partners, LLC | 53,341 | $847.9 萬 | 0.20% | −2,624−4.7% | 減碼 |
| Marvin & Palmer Associates Inc | 52,601 | $862.7 萬 | 6.41% | +18,610+54.7% | 加碼 |
| Parallel Advisors, LLC | 55,042 | $875.0 萬 | 0.16% | +357+0.7% | 加碼 |
| Private Wealth Partners, LLC | 55,248 | $878.2 萬 | 0.63% | −976−1.7% | 減碼 |
| Capital International Sarl | 55,700 | $885.4 萬 | 0.15% | +2,863+5.4% | 加碼 |
| New Mexico Educational Retirement Board | 55,810 | $887.2 萬 | 0.28% | −2,200−3.8% | 減碼 |
| Becker Capital Management Inc | 56,026 | $890.6 萬 | 0.26% | −722−1.3% | 減碼 |
| Trifecta Capital Advisors, LLC | 56,413 | $896.7 萬 | 1.36% | +635+1.1% | 加碼 |
| Aureus Asset Management, LLC | 56,803 | $902.9 萬 | 0.59% | +3,556+6.7% | 加碼 |
| ING Groep NV | 56,815 | $903.1 萬 | 0.05% | −2,929−4.9% | 減碼 |
| Nordwand Advisors, LLC | 57,089 | $907.5 萬 | 1.44% | +2,365+4.3% | 加碼 |
| Maryland State Retirement & Pension System | 57,412 | $912.6 萬 | 0.19% | +1,434+2.6% | 加碼 |
| Hilltop Holdings Inc. | 57,642 | $916.3 萬 | 0.48% | +40+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 57,812 | $919.0 萬 | 0.02% | −10,082−14.8% | 減碼 |
| Baugh & Associates, LLC | 63,956 | $927.7 萬 | 4.61% | −2,188−3.3% | 減碼 |
| Greenwood Capital Associates LLC | 58,520 | $930.2 萬 | 1.07% | −4,632−7.3% | 減碼 |
| Securian Asset Management, Inc | 58,590 | $931.3 萬 | 0.25% | −5,960−9.2% | 減碼 |
| Ballentine Partners, LLC | 58,833 | $935.2 萬 | 0.13% | +583+1.0% | 加碼 |
| Guggenheim Capital LLC | 59,064 | $938.9 萬 | 0.07% | −15,355−20.6% | 減碼 |
| Intech Investment Management LLC | 60,087 | $955.1 萬 | 0.09% | −13,596−18.5% | 減碼 |
| Jacobs Levy Equity Management, Inc | 60,112 | $955.5 萬 | 0.04% | −13,242−18.1% | 減碼 |
| Iowa State Bank | 60,125 | $955.7 萬 | 1.82% | −2,915−4.6% | 減碼 |
| Assenagon Asset Management S.A. | 60,215 | $957.2 萬 | 0.01% | −552−0.9% | 減碼 |
| Morningstar Investment Management LLC | 60,719 | $965.2 萬 | 0.35% | +54,885+940.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 60,879 | $967.7 萬 | 0.32% | −1,212−2.0% | 減碼 |
| Tradewinds, LLC. | 61,452 | $976.8 萬 | 2.38% | +61,452 | 新進 |
| Caxton Associates LLP | 61,636 | $979.8 萬 | 0.27% | +61,636 | 新進 |
| Axxcess Wealth Management, LLC | 62,047 | $986.3 萬 | 0.21% | +3,392+5.8% | 加碼 |
| Empirical Finance, LLC | 62,219 | $989.0 萬 | 0.47% | +17,097+37.9% | 加碼 |
| Investment Management Corp of Ontario | 62,488 | $993.3 萬 | 0.15% | +18,746+42.9% | 加碼 |
| GLOBALT Investments LLC | 62,701 | $996.7 萬 | 0.36% | −884−1.4% | 減碼 |
| Zacks Investment Management | 62,803 | $998.3 萬 | 0.08% | +3,008+5.0% | 加碼 |
| Raiffeisen Bank International AG | 62,413 | $1,006 萬 | 0.13% | +6,445+11.5% | 加碼 |
| Louisiana State Employees Retirement System | 63,700 | $1,013 萬 | 0.17% | −1,500−2.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 64,130 | $1,019 萬 | 1.06% | −2,806−4.2% | 減碼 |
| Liontrust Investment Partners LLP | 64,436 | $1,024 萬 | 0.15% | −5,793−8.2% | 減碼 |
| Synovus Financial Corp | 64,672 | $1,028 萬 | 0.12% | +704+1.1% | 加碼 |
| Albion Financial Group | 64,853 | $1,031 萬 | 0.62% | −317−0.5% | 減碼 |
| LGT Group Foundation | 65,838 | $1,033 萬 | 0.12% | −5,922−8.3% | 減碼 |
| Venture Visionary Partners LLC | 65,264 | $1,037 萬 | 0.36% | +1,891+3.0% | 加碼 |
| Oppenheimer & Co Inc | 65,271 | $1,038 萬 | 0.13% | −26,616−29.0% | 減碼 |