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
- 2,266
- 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 819 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 |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 2,683 | $42.6 萬 | 0.04% | −1,262−32.0% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,685 | $42.7 萬 | 0.20% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 2,687 | $42.7 萬 | 0.02% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 2,693 | $42.8 萬 | 0.04% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 2,719 | $43.2 萬 | 0.09% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 2,664 | $43.3 萬 | 0.09% | +251+10.4% | 加碼 |
| Charter Capital Management, LLC | 2,735 | $43.5 萬 | 0.23% | 00.0% | 不變 |
| Spartan Planning & Wealth Management | 2,743 | $43.6 萬 | 0.34% | −36−1.3% | 減碼 |
| LBMC Investment Advisors, LLC | 2,764 | $43.9 萬 | 0.03% | +2,764 | 新進 |
| Central Pacific Bank - Trust Division | 2,769 | $44.0 萬 | 0.05% | −433−13.5% | 減碼 |
| Grimes & Company, Inc. | 2,771 | $44.1 萬 | 0.01% | −122−4.2% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 2,773 | $44.1 萬 | 0.19% | +5+0.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,774 | $44.1 萬 | 0.10% | 00.0% | 不變 |
| Root Financial Partners, LLC | 2,774 | $44.1 萬 | 0.03% | +142+5.4% | 加碼 |
| SLT Holdings LLC | 2,776 | $44.1 萬 | 0.29% | +450+19.3% | 加碼 |
| Tanager Wealth Management LLP | 2,779 | $44.2 萬 | 0.05% | +114+4.3% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 2,762 | $44.2 萬 | 0.29% | −37−1.3% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 2,800 | $44.5 萬 | 0.11% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 2,804 | $44.6 萬 | 0.09% | −319−10.2% | 減碼 |
| Fairscale Capital, LLC | 2,804 | $44.6 萬 | 0.31% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $44.6 萬 | 0.05% | +930+49.6% | 加碼 |
| Cercano Management LLC | 2,812 | $44.7 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 2,813 | $44.7 萬 | 0.13% | −851−23.2% | 減碼 |
| Elyxium Wealth, LLC | 2,814 | $44.7 萬 | 0.16% | +201+7.7% | 加碼 |
| Paradigm Financial Partners, LLC | 2,818 | $44.8 萬 | 0.05% | −1,256−30.8% | 減碼 |
| Aspen Wealth Strategies, LLC | 2,818 | $44.8 萬 | 0.25% | +119+4.4% | 加碼 |
| River Wealth Advisors LLC | 2,837 | $45.1 萬 | 0.05% | −80−2.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,844 | $45.2 萬 | 0.02% | +228+8.7% | 加碼 |
| Groupe la Francaise | 2,892 | $45.2 萬 | 0.01% | +2,121+275.1% | 加碼 |
| MBL Wealth, LLC | 2,848 | $45.3 萬 | 0.04% | +1,168+69.5% | 加碼 |
| Accredited Investors Inc. | 2,851 | $45.3 萬 | 0.03% | +453+18.9% | 加碼 |
| Plancorp, LLC | 2,858 | $45.4 萬 | 0.01% | +56+2.0% | 加碼 |
| Austin Private Wealth, LLC | 2,867 | $45.6 萬 | 0.04% | −132−4.4% | 減碼 |
| Amica Retiree Medical Trust | 2,876 | $45.7 萬 | 0.62% | −469−14.0% | 減碼 |
| Auxano Advisors, LLC | 2,876 | $45.7 萬 | 0.10% | +81+2.9% | 加碼 |
| City State Bank | 2,878 | $45.7 萬 | 0.13% | −100−3.4% | 減碼 |
| Key Financial Inc | 2,934 | $46.0 萬 | 0.09% | +2+0.1% | 加碼 |
| Crawford Investment Counsel Inc | 2,900 | $46.1 萬 | 0.01% | −30−1.0% | 減碼 |
| Everpar Advisors LLC | 2,913 | $46.3 萬 | 0.18% | −9−0.3% | 減碼 |
| American State Bank (Iowa) | 2,922 | $46.4 萬 | 0.24% | +14+0.5% | 加碼 |
| Five Oceans Advisors | 2,934 | $46.6 萬 | 0.17% | −135−4.4% | 減碼 |
| O'Rourke & Company, Inc | 2,937 | $46.7 萬 | 0.20% | −47−1.6% | 減碼 |
| Golden State Wealth Management, LLC | 2,937 | $46.7 萬 | 0.05% | +20+0.7% | 加碼 |
| Ostrum Asset Management | 2,939 | $46.7 萬 | 0.02% | −91−3.0% | 減碼 |
| Humankind Investments LLC | 2,941 | $46.8 萬 | 0.11% | −132−4.3% | 減碼 |
| Founders Financial Alliance, LLC | 2,949 | $46.9 萬 | 0.09% | +4+0.1% | 加碼 |
| Blue Fin Capital, Inc. | 2,965 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,974 | $47.3 萬 | 0.01% | −214−6.7% | 減碼 |
| Tactive Advisors, LLC | 2,980 | $47.4 萬 | 0.13% | −32−1.1% | 減碼 |
| Ethos Financial Group, LLC | 2,985 | $47.5 萬 | 0.04% | +1,378+85.7% | 加碼 |
| Legacy Solutions, LLC | 2,985 | $47.5 萬 | 0.43% | −90−2.9% | 減碼 |
| Summit Wealth Group, LLC | 2,986 | $47.5 萬 | 0.11% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 2,987 | $47.5 萬 | 0.02% | −240−7.4% | 減碼 |
| Severin Investments, LLC | 2,990 | $47.5 萬 | 0.42% | −49−1.6% | 減碼 |
| Spirit of America Management Corp | 3,000 | $47.7 萬 | 0.10% | 00.0% | 不變 |
| Steinberganna Wealth Management | 3,000 | $47.7 萬 | 0.22% | +3,000 | 新進 |
| Circle Wealth Management, LLC | 3,002 | $47.7 萬 | 0.01% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 3,013 | $47.9 萬 | 0.06% | −98−3.2% | 減碼 |
| Retirement Planning Group | 3,013 | $47.9 萬 | 0.02% | +3,013 | 新進 |
| Castle Wealth Management LLC | 3,014 | $47.9 萬 | 0.16% | −5−0.2% | 減碼 |
| Partners Wealth Management, LLC | 3,021 | $48.0 萬 | 0.47% | +12+0.4% | 加碼 |
| SFMG, LLC | 3,021 | $48.0 萬 | 0.03% | +3,021 | 新進 |
| Focus Financial Network, Inc. | 3,024 | $48.1 萬 | 0.02% | −1,387−31.4% | 減碼 |
| McLean Asset Management Corp | 3,053 | $48.3 萬 | 0.10% | +46+1.5% | 加碼 |
| Optimize Financial Inc | 3,044 | $48.4 萬 | 0.25% | +3,044 | 新進 |
| Shell Asset Management Co | 3,049 | $48.5 萬 | 0.05% | −1,507−33.1% | 減碼 |
| Sentry Investment Management LLC | 3,113 | $48.5 萬 | 0.32% | −895−22.3% | 減碼 |
| Fulcrum Capital LLC | 3,066 | $48.7 萬 | 0.10% | 00.0% | 不變 |
| Waddell & Associates, LLC | 3,067 | $48.8 萬 | 0.04% | +286+10.3% | 加碼 |
| Avantax Planning Partners, Inc. | 3,079 | $48.9 萬 | 0.01% | −41−1.3% | 減碼 |
| Kovack Advisors, Inc. | 3,084 | $49.0 萬 | 0.05% | −232−7.0% | 減碼 |
| Watts Gwilliam & Co., LLC | 3,090 | $49.1 萬 | 0.08% | 00.0% | 不變 |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $49.3 萬 | 0.00% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,102 | $49.3 萬 | 0.37% | +160+5.4% | 加碼 |
| SageView Advisory Group, LLC | 3,106 | $49.4 萬 | 0.02% | −142−4.4% | 減碼 |
| Sapient Capital LLC | 3,070 | $49.5 萬 | 0.01% | −330−9.7% | 減碼 |
| Bedel Financial Consulting, Inc. | 3,120 | $49.6 萬 | 0.06% | +63+2.1% | 加碼 |
| Balboa Wealth Partners | 3,122 | $49.6 萬 | 0.09% | +310+11.0% | 加碼 |
| Hobbs Group Advisors, LLC | 3,123 | $49.6 萬 | 0.15% | +32+1.0% | 加碼 |
| Aspiriant, LLC | 3,145 | $50.0 萬 | 0.02% | −66−2.1% | 減碼 |
| Richwood Investment Advisors, LLC | 3,147 | $50.0 萬 | 0.39% | +126+4.2% | 加碼 |
| Naples Global Advisors, LLC | 3,148 | $50.0 萬 | 0.04% | −50−1.6% | 減碼 |
| Easterly Investment Partners LLC | 3,151 | $50.1 萬 | 0.03% | 00.0% | 不變 |
| Leigh Baldwin & Co., LLC | 3,156 | $50.2 萬 | 0.28% | +3,156 | 新進 |
| Argent Advisors, Inc. | 3,164 | $50.3 萬 | 0.15% | +560+21.5% | 加碼 |
| B&L Asset Management LLC | 3,172 | $50.4 萬 | 0.26% | +35+1.1% | 加碼 |
| Phoenix Holdings Ltd. | 11,804 | $50.5 萬 | 0.01% | +596+5.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,200 | $50.9 萬 | 0.02% | +690+27.5% | 加碼 |
| Mason & Associates Inc | 3,202 | $50.9 萬 | 0.10% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,200 | $51.0 萬 | 0.18% | +159+5.2% | 加碼 |
| Siligmueller & Norvid Wealth Advisors LLC | 3,216 | $51.1 萬 | 0.23% | +3,216 | 新進 |
| Essex Savings Bank | 3,223 | $51.2 萬 | 0.12% | +14+0.4% | 加碼 |
| WSFS Capital Management, LLC | 3,225 | $51.3 萬 | 0.03% | +996+44.7% | 加碼 |
| Congress Park Capital LLC | 3,225 | $51.3 萬 | 0.16% | −25−0.8% | 減碼 |
| Alpha Cubed Investments, LLC | 3,232 | $51.4 萬 | 0.02% | +205+6.8% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,237 | $51.5 萬 | 0.21% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 3,237 | $51.5 萬 | 0.03% | +119+3.8% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $51.5 萬 | 0.31% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 3,246 | $51.6 萬 | 0.03% | +202+6.6% | 加碼 |
| Wharton Business Group, LLC | 3,259 | $51.8 萬 | 0.02% | −255−7.3% | 減碼 |