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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 1,875,496 | $2.98 億 | 1.10% | +40,695+2.2% | 加碼 |
| LPL Financial LLC | 1,943,688 | $3.09 億 | 0.09% | −73,837−3.7% | 減碼 |
| Ensign Peak Advisors, Inc | 1,975,396 | $3.14 億 | 0.52% | −20,239−1.0% | 減碼 |
| Raymond James Financial Inc | 2,014,439 | $3.20 億 | 0.10% | −233,554−10.4% | 減碼 |
| Allianz Asset Management GmbH | 2,027,932 | $3.22 億 | 0.40% | +382,708+23.3% | 加碼 |
| California Public Employees Retirement System | 2,065,318 | $3.28 億 | 0.20% | +17,436+0.9% | 加碼 |
| FIL Ltd | 2,071,836 | $3.29 億 | 0.26% | −81,065−3.8% | 減碼 |
| Citigroup Inc | 2,215,597 | $3.52 億 | 0.24% | −445,438−16.7% | 減碼 |
| Rhumbline Advisers | 2,239,539 | $3.56 億 | 0.29% | −25,232−1.1% | 減碼 |
| Lord, Abbett & Co. LLC | 2,298,937 | $3.65 億 | 1.09% | +3,558+0.2% | 加碼 |
| Canada Pension Plan Investment Board | 2,335,780 | $3.71 億 | 0.26% | +111,930+5.0% | 加碼 |
| Neuberger Berman Group LLC | 2,357,594 | $3.75 億 | 0.27% | +64,260+2.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,385,773 | $3.79 億 | 0.27% | +68,450+3.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,440,371 | $3.88 億 | 0.24% | +186,624+8.3% | 加碼 |
| Alliancebernstein L.P. | 2,503,492 | $3.98 億 | 0.13% | −84,052−3.2% | 減碼 |
| National Pension Service | 2,666,076 | $4.24 億 | 0.33% | +73,390+2.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,789,651 | $4.43 億 | 0.26% | −49,861−1.8% | 減碼 |
| Envestnet Asset Management Inc | 2,920,977 | $4.64 億 | 0.13% | −127,480−4.2% | 減碼 |
| Marshall Wace, LLP | 2,933,604 | $4.66 億 | 0.51% | +841,263+40.2% | 加碼 |
| HSBC Holdings PLC | 2,959,751 | $4.69 億 | 0.28% | −410,972−12.2% | 減碼 |
| Alphinity Investment Management Pty Ltd | 3,148,534 | $5.00 億 | 4.88% | −1,023,196−24.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,267,640 | $5.19 億 | 0.41% | +1,470,190+81.8% | 加碼 |
| Voya Investment Management LLC | 3,449,166 | $5.48 億 | 0.55% | −20,946−0.6% | 減碼 |
| Citadel Advisors LLC | 3,488,221 | $5.54 億 | 0.44% | −365,130−9.5% | 減碼 |
| Millennium Management LLC | 3,522,227 | $5.60 億 | 0.44% | +3,011,234+589.3% | 加碼 |
| Principal Financial Group Inc | 3,647,827 | $5.80 億 | 0.29% | −373,224−9.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,757,627 | $5.97 億 | 0.49% | −909,423−19.5% | 減碼 |
| Wells Fargo & Company | 3,764,681 | $5.98 億 | 0.12% | −342,337−8.3% | 減碼 |
| Axiom Investors LLC | 3,803,964 | $6.05 億 | 4.45% | +544,719+16.7% | 加碼 |
| Deutsche Bank AG | 4,010,721 | $6.38 億 | 0.21% | −573,524−12.5% | 減碼 |
| Boston Partners | 4,030,967 | $6.40 億 | 0.66% | +163,808+4.2% | 加碼 |
| Barclays PLC | 4,222,036 | $6.71 億 | 0.25% | +1,149,617+37.4% | 加碼 |
| Janus Henderson Group PLC | 4,789,326 | $7.61 億 | 0.35% | −679,798−12.4% | 減碼 |
| Capital World Investors | 5,657,875 | $8.99 億 | 0.12% | +14,806+0.3% | 加碼 |
| Nuveen, LLC | 5,660,008 | $9.00 億 | 0.24% | +166,993+3.0% | 加碼 |
| Amundi | 5,767,833 | $9.12 億 | 0.29% | −75,822−1.3% | 減碼 |
| Morgan Stanley | 6,150,198 | $9.78 億 | 0.06% | +134,084+2.2% | 加碼 |
| Bank of Montreal | 6,412,397 | $10.2 億 | 0.45% | +9,779+0.2% | 加碼 |
| Royal Bank of Canada | 7,798,781 | $12.4 億 | 0.22% | −1,542,442−16.5% | 減碼 |
| Dimensional Fund Advisors LP | 8,156,617 | $13.0 億 | 0.28% | +132,784+1.7% | 加碼 |
| Legal & General Group Plc | 8,411,335 | $13.4 億 | 0.30% | +274,934+3.4% | 加碼 |
| Bank of New York Mellon Corp | 8,658,918 | $13.8 億 | 0.25% | −74,900−0.9% | 減碼 |
| Invesco Ltd. | 9,083,580 | $14.4 億 | 0.23% | +249,023+2.8% | 加碼 |
| UBS Asset Management Americas Inc | 9,088,183 | $14.4 億 | 0.31% | −2,102,541−18.8% | 減碼 |
| Franklin Resources Inc | 9,088,814 | $14.4 億 | 0.36% | −534,491−5.6% | 減碼 |
| Schroder Investment Management Group | 9,712,071 | $15.4 億 | 1.21% | +354,871+3.8% | 加碼 |
| UBS Group AG | 10,332,858 | $16.4 億 | 0.32% | −788,745−7.1% | 減碼 |
| Charles Schwab Investment Management Inc | 10,680,973 | $17.0 億 | 0.27% | −299,147−2.7% | 減碼 |
| Price T Rowe Associates Inc | 11,553,696 | $18.4 億 | 0.20% | −670,042−5.5% | 減碼 |
| Northern Trust Corp | 12,963,412 | $20.6 億 | 0.26% | −740,089−5.4% | 減碼 |
| Massachusetts Financial Services Co | 13,457,214 | $21.4 億 | 0.66% | −256,896−1.9% | 減碼 |
| Ameriprise Financial Inc | 14,260,650 | $22.7 億 | 0.52% | +822,120+6.1% | 加碼 |
| Goldman Sachs Group Inc | 14,968,473 | $23.8 億 | 0.34% | −802,999−5.1% | 減碼 |
| Bank of America Corp | 16,842,099 | $26.8 億 | 0.20% | −232,536−1.4% | 減碼 |
| Wellington Management Group LLP | 18,732,898 | $29.8 億 | 0.52% | −391,274−2.0% | 減碼 |
| Capital Research Global Investors | 19,248,911 | $30.6 億 | 0.57% | −135,459−0.7% | 減碼 |
| Fisher Asset Management, LLC | 24,494,146 | $38.9 億 | 1.41% | +448,960+1.9% | 加碼 |
| FMR LLC | 24,795,170 | $39.4 億 | 0.20% | +3,971,617+19.1% | 加碼 |
| Geode Capital Management, LLC | 26,535,849 | $42.0 億 | 0.27% | −97,243−0.4% | 減碼 |
| Capital International Investors | 27,321,214 | $43.4 億 | 0.70% | +167,487+0.6% | 加碼 |
| JPMorgan Chase & Co | 37,412,736 | $59.5 億 | 0.38% | −1,746,073−4.5% | 減碼 |
| BlackRock, Inc. | 93,668,209 | $148.9 億 | 0.26% | −1,343,900−1.4% | 減碼 |
| State Street Corp | 103,315,207 | $164.2 億 | 0.57% | −809,411−0.8% | 減碼 |
| Vanguard Group Inc | 118,356,160 | $188.1 億 | 0.28% | −767,327−0.6% | 減碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $599.4 億 | 100.00% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −395,039−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −327,342−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −215,430−100.0% | 清倉 |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −164,869−100.0% | 清倉 |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −115,346−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −104,456−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −57,696−100.0% | 清倉 |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −52,972−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −47,000−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −42,311−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −35,750−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −32,672−100.0% | 清倉 |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −32,046−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,450−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −23,580−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −18,267−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −16,962−100.0% | 清倉 |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −12,900−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,400−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,742−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,430−100.0% | 清倉 |
| Greenhaven Associates Inc大師Greenhaven | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Constant Guidance Financial LLC | 0 | $0 | 0.00% | −9,780−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,129−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,380−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,074−100.0% | 清倉 |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −8,011−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,179−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −6,234−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,931−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −5,596−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,297−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −4,389−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,380−100.0% | 清倉 |