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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 65,361 | $1,039 萬 | 0.08% | +1,587+2.5% | 加碼 |
| Montag A & Associates Inc | 66,524 | $1,057 萬 | 0.49% | −194−0.3% | 減碼 |
| La Banque Postale Asset Management SA | 66,969 | $1,065 萬 | 0.13% | +520+0.8% | 加碼 |
| Burns J W & Co Inc | 67,110 | $1,067 萬 | 1.21% | −939−1.4% | 減碼 |
| Socorro Asset Management LP | 67,507 | $1,073 萬 | 3.87% | −27,190−28.7% | 減碼 |
| Verition Fund Management LLC | 68,343 | $1,086 萬 | 0.06% | +18,540+37.2% | 加碼 |
| Thompson Siegel & Walmsley LLC | 68,872 | $1,095 萬 | 0.18% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 69,017 | $1,097 萬 | 0.90% | +1,653+2.5% | 加碼 |
| Merit Financial Group, LLC | 69,155 | $1,099 萬 | 0.10% | −1,547−2.2% | 減碼 |
| Norinchukin Bank, The | 69,164 | $1,099 萬 | 0.15% | +627+0.9% | 加碼 |
| Leuthold Group, LLC | 69,864 | $1,111 萬 | 1.22% | +2,218+3.3% | 加碼 |
| Citizens Financial Group Inc | 69,868 | $1,111 萬 | 0.15% | +11,167+19.0% | 加碼 |
| Alley Investment Management Company, LLC | 69,975 | $1,112 萬 | 1.29% | +887+1.3% | 加碼 |
| DCM Advisors, LLC | 70,041 | $1,113 萬 | 4.69% | −2,924−4.0% | 減碼 |
| Shelton Capital Management | 70,437 | $1,120 萬 | 0.24% | −6,768−8.8% | 減碼 |
| Rockland Trust Co | 70,548 | $1,121 萬 | 0.46% | +70,548 | 新進 |
| Hourglass Capital, LLC | 71,165 | $1,131 萬 | 2.54% | −1,620−2.2% | 減碼 |
| Hartford Investment Management Co | 71,169 | $1,131 萬 | 0.34% | −3,435−4.6% | 減碼 |
| Strategic Planning Group, LLC | 71,412 | $1,135 萬 | 1.53% | +17,380+32.2% | 加碼 |
| Advocate Group LLC | 72,182 | $1,147 萬 | 1.89% | −2,810−3.7% | 減碼 |
| Loomis Sayles & Co L P | 72,232 | $1,148 萬 | 0.01% | −2,356−3.2% | 減碼 |
| Kentucky Retirement Systems | 72,310 | $1,149 萬 | 0.32% | −1,201−1.6% | 減碼 |
| D.A. Davidson & Co. | 72,535 | $1,153 萬 | 0.07% | −2,020−2.7% | 減碼 |
| Coldstream Capital Management Inc | 72,564 | $1,153 萬 | 0.16% | +4,018+5.9% | 加碼 |
| Intact Investment Management Inc. | 73,900 | $1,175 萬 | 0.36% | +500+0.7% | 加碼 |
| Omers Administration Corp | 74,416 | $1,183 萬 | 0.08% | −1,200−1.6% | 減碼 |
| Atria Investments LLC | 74,419 | $1,183 萬 | 0.14% | −11,418−13.3% | 減碼 |
| Geneos Wealth Management Inc. | 74,578 | $1,185 萬 | 0.30% | −2,171−2.8% | 減碼 |
| Westbourne Investment Advisors, Inc. | 75,393 | $1,198 萬 | 3.34% | −1,357−1.8% | 減碼 |
| Pinnacle Financial Partners Inc | 76,395 | $1,214 萬 | 0.29% | +28,162+58.4% | 加碼 |
| Vinva Investment Management Ltd | 76,055 | $1,226 萬 | 0.25% | +4,124+5.7% | 加碼 |
| Oliver Luxxe Assets LLC | 77,539 | $1,233 萬 | 1.95% | +3,385+4.6% | 加碼 |
| Hartline Investment Corp | 77,571 | $1,233 萬 | 1.28% | +10,559+15.8% | 加碼 |
| HB Wealth Management, LLC | 77,694 | $1,235 萬 | 0.08% | +3,376+4.5% | 加碼 |
| Flputnam Investment Management Co | 77,898 | $1,238 萬 | 0.19% | +6,796+9.6% | 加碼 |
| Advisors Asset Management, Inc. | 79,023 | $1,256 萬 | 0.21% | +1,395+1.8% | 加碼 |
| Eagle Capital Management LLC | 79,588 | $1,265 萬 | 0.04% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 79,743 | $1,267 萬 | 0.50% | +1,800+2.3% | 加碼 |
| Private Advisor Group, LLC | 80,771 | $1,284 萬 | 0.06% | +4,940+6.5% | 加碼 |
| McGuire Investment Group, LLC | 80,788 | $1,284 萬 | 1.46% | −428−0.5% | 減碼 |
| German American Bancorp, Inc. | 81,219 | $1,291 萬 | 1.14% | +2,038+2.6% | 加碼 |
| Apollon Wealth Management, LLC | 81,945 | $1,303 萬 | 0.23% | −413−0.5% | 減碼 |
| Earnest Partners LLC | 82,060 | $1,304 萬 | 0.06% | −2,066−2.5% | 減碼 |
| Banque Cantonale Vaudoise | 82,066 | $1,305 萬 | 0.49% | −10,278−11.1% | 減碼 |
| Leonteq Securities AG | 82,196 | $1,307 萬 | 0.70% | +1,829+2.3% | 加碼 |
| LMCG Investments, LLC | 82,287 | $1,308 萬 | 0.77% | −2,854−3.4% | 減碼 |
| Hudson Bay Capital Management LP | 82,466 | $1,311 萬 | 0.08% | +79,947+3,173.8% | 加碼 |
| Greystone Financial Group, LLC | 82,675 | $1,314 萬 | 2.04% | −14,517−14.9% | 減碼 |
| Massmutual Trust Co FSB | 83,338 | $1,325 萬 | 0.34% | +2,537+3.1% | 加碼 |
| Nomura Holdings Inc | 83,607 | $1,329 萬 | 0.06% | −11,048−11.7% | 減碼 |
| Mizuho Securities USA LLC | 88,363 | $1,330 萬 | 0.27% | +2,985+3.5% | 加碼 |
| DuPont Capital Management Corp | 85,011 | $1,351 萬 | 1.40% | −9,090−9.7% | 減碼 |
| Banque Pictet & Cie SA | 85,228 | $1,355 萬 | 0.14% | −2,114−2.4% | 減碼 |
| F/M Investments LLC | 86,968 | $1,382 萬 | 0.53% | −1,442−1.6% | 減碼 |
| Calamos Wealth Management LLC | 87,236 | $1,387 萬 | 0.50% | +9,345+12.0% | 加碼 |
| PEAK6 LLC | 87,752 | $1,395 萬 | 0.35% | −34,121−28.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 88,716 | $1,410 萬 | 0.73% | +277+0.3% | 加碼 |
| Allianz SE | 88,907 | $1,413 萬 | 0.30% | +3,340+3.9% | 加碼 |
| Avanza Fonder AB | 89,030 | $1,415 萬 | 0.37% | +6,536+7.9% | 加碼 |
| Brinker Capital Investments, LLC | 89,565 | $1,424 萬 | 0.11% | +3,981+4.7% | 加碼 |
| Castleark Management LLC | 90,240 | $1,434 萬 | 0.40% | +13,730+17.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 91,022 | $1,447 萬 | 0.04% | −30,664−25.2% | 減碼 |
| SRS Capital Advisors, Inc. | 91,379 | $1,453 萬 | 0.21% | +59,541+187.0% | 加碼 |
| Kinneret Advisory, LLC | 91,751 | $1,458 萬 | 1.24% | −410−0.4% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $1,462 萬 | 1.07% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 92,833 | $1,476 萬 | 0.82% | −3,216−3.3% | 減碼 |
| Huntington National Bank | 93,954 | $1,493 萬 | 0.09% | +38,499+69.4% | 加碼 |
| Walleye Capital LLC | 94,086 | $1,496 萬 | 0.12% | +44,024+87.9% | 加碼 |
| Jain Global LLC | 94,433 | $1,501 萬 | 0.20% | +94,433 | 新進 |
| Fiduciary Alliance LLC | 94,803 | $1,507 萬 | 1.01% | −3,683−3.7% | 減碼 |
| Cornerstone Advisors, LLC | 95,200 | $1,513 萬 | 0.50% | 00.0% | 不變 |
| Baxter Bros Inc | 96,778 | $1,538 萬 | 1.78% | +1,114+1.2% | 加碼 |
| Howe & Rusling Inc | 97,221 | $1,545 萬 | 1.06% | +1,436+1.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 98,816 | $1,571 萬 | 0.14% | +16,471+20.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 99,255 | $1,578 萬 | 0.09% | +4,247+4.5% | 加碼 |
| Covea Finance | 100,200 | $1,593 萬 | 0.56% | +51,700+106.6% | 加碼 |
| Stonegate Investment Group, LLC | 101,602 | $1,615 萬 | 0.37% | +765+0.8% | 加碼 |
| Viking Fund Management LLC | 102,000 | $1,621 萬 | 1.96% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 102,113 | $1,623 萬 | 0.81% | −1,372−1.3% | 減碼 |
| New Republic Capital, LLC | 102,674 | $1,632 萬 | 5.00% | +105+0.1% | 加碼 |
| Illinois Municipal Retirement Fund | 103,800 | $1,650 萬 | 0.21% | +6,025+6.2% | 加碼 |
| Level Four Advisory Services, LLC | 103,886 | $1,651 萬 | 0.57% | −3,628−3.4% | 減碼 |
| Haverford Trust Co | 106,697 | $1,696 萬 | 0.15% | +4,073+4.0% | 加碼 |
| Point72 Europe (London) LLP | 107,016 | $1,701 萬 | 0.92% | +104,916+4,996.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 108,290 | $1,721 萬 | 0.15% | −8,454−7.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 108,383 | $1,723 萬 | 0.06% | −13,577−11.1% | 減碼 |
| Lyell Wealth Management, LP | 108,798 | $1,729 萬 | 1.28% | +518+0.5% | 加碼 |
| Janney Capital Management LLC | 110,229 | $1,752 萬 | 1.09% | −3,171−2.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 110,867 | $1,752 萬 | 0.11% | +37,984+52.1% | 加碼 |
| BTC Capital Management, Inc. | 111,087 | $1,766 萬 | 1.22% | +2,056+1.9% | 加碼 |
| Elo Mutual Pension Insurance Co | 111,409 | $1,771 萬 | 0.29% | −1,476−1.3% | 減碼 |
| Bokf, NA | 111,980 | $1,780 萬 | 0.27% | −4,065−3.5% | 減碼 |
| Kestra Advisory Services, LLC | 113,132 | $1,798 萬 | 0.08% | +2,380+2.1% | 加碼 |
| Abn Amro Investment Solutions | 113,504 | $1,804 萬 | 0.37% | +39,104+52.6% | 加碼 |
| Nixon Peabody Trust Co | 117,030 | $1,860 萬 | 1.36% | +310.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,285 | $1,880 萬 | 0.02% | −145,290−55.1% | 減碼 |
| Generali Asset Management SPA SGR | 121,014 | $1,924 萬 | 0.41% | +3,706+3.2% | 加碼 |
| Pacer Advisors, Inc. | 122,092 | $1,941 萬 | 0.05% | +2,453+2.1% | 加碼 |
| Panagora Asset Management Inc | 122,339 | $1,945 萬 | 0.08% | −5,817−4.5% | 減碼 |
| Madison Asset Management, LLC | 123,193 | $1,958 萬 | 0.22% | −23,095−15.8% | 減碼 |