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 |
|---|---|---|---|---|---|
| Kingsman Wealth Management, Inc. | 3,264 | $51.9 萬 | 0.29% | +19+0.6% | 加碼 |
| First County Bank | 3,276 | $52.1 萬 | 0.27% | −1,608−32.9% | 減碼 |
| Proathlete Wealth Management LLC | 3,283 | $52.2 萬 | 0.15% | +14+0.4% | 加碼 |
| LGT Fund Management Co Ltd. | 3,328 | $52.2 萬 | 0.04% | −510−13.3% | 減碼 |
| Viawealth, LLC | 3,287 | $52.2 萬 | 0.29% | +46+1.4% | 加碼 |
| Means Investment Co., Inc. | 3,289 | $52.3 萬 | 0.05% | +989+43.0% | 加碼 |
| Legacy Edge Advisors, LLC | 3,304 | $52.5 萬 | 0.06% | −25−0.8% | 減碼 |
| Wealth Preservation Advisors, LLC | 3,336 | $53.0 萬 | 0.31% | −2−0.1% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,340 | $53.1 萬 | 0.06% | +509+18.0% | 加碼 |
| Quantum Financial Advisors, LLC | 3,342 | $53.1 萬 | 0.06% | 00.0% | 不變 |
| Altus Wealth Group LLC | 3,346 | $53.2 萬 | 0.22% | −58−1.7% | 減碼 |
| Integrity Alliance, LLC. | 3,350 | $53.3 萬 | 0.03% | +321+10.6% | 加碼 |
| Onefund, LLC | 3,359 | $53.4 萬 | 0.34% | +129+4.0% | 加碼 |
| MJP Associates Inc | 3,363 | $53.5 萬 | 0.07% | +134+4.1% | 加碼 |
| Versor Investments LP | 3,372 | $53.6 萬 | 0.10% | −8,021−70.4% | 減碼 |
| Naviter Wealth, LLC | 3,378 | $53.7 萬 | 0.06% | +554+19.6% | 加碼 |
| Signal Advisors Wealth, LLC | 3,390 | $53.9 萬 | 0.05% | −320−8.6% | 減碼 |
| May Hill Capital, LLC | 3,391 | $53.9 萬 | 0.16% | +1,259+59.1% | 加碼 |
| Cohen & Steers, Inc. | 3,400 | $54.0 萬 | 0.00% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 3,411 | $54.2 萬 | 0.09% | −1,519−30.8% | 減碼 |
| RVW Wealth, LLC | 3,416 | $54.3 萬 | 0.04% | +28+0.8% | 加碼 |
| Bank of Hawaii | 3,417 | $54.3 萬 | 0.03% | −15−0.4% | 減碼 |
| Community Bank of Raymore | 3,420 | $54.4 萬 | 0.38% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 3,422 | $54.4 萬 | 0.02% | +136+4.1% | 加碼 |
| Davidson Investment Advisors | 3,427 | $54.5 萬 | 0.02% | 00.0% | 不變 |
| Calton & Associates, Inc. | 3,431 | $54.5 萬 | 0.08% | +3,431 | 新進 |
| Prestige Wealth Management Group LLC | 3,451 | $54.9 萬 | 0.11% | +34+1.0% | 加碼 |
| Journey Advisory Group, LLC | 3,458 | $55.0 萬 | 0.04% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 3,469 | $55.2 萬 | 0.10% | −29−0.8% | 減碼 |
| Fortress Private Ledger, LLC | 3,471 | $55.2 萬 | 0.20% | +526+17.9% | 加碼 |
| Farmers National Bank | 3,473 | $55.2 萬 | 0.13% | −40−1.1% | 減碼 |
| Nwam LLC | 3,418 | $55.3 萬 | 0.03% | −8−0.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,481 | $55.3 萬 | 0.21% | −15−0.4% | 減碼 |
| Duncker Streett & Co Inc | 3,486 | $55.4 萬 | 0.10% | 00.0% | 不變 |
| Apella Capital, LLC | 3,465 | $55.4 萬 | 0.01% | +482+16.2% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 3,509 | $55.8 萬 | 0.13% | +1,890+116.7% | 加碼 |
| Howard Financial Services, Ltd. | 3,521 | $56.0 萬 | 0.07% | +668+23.4% | 加碼 |
| Great Lakes Advisors, LLC | 3,531 | $56.1 萬 | 0.00% | −375−9.6% | 減碼 |
| Teza Capital Management LLC | 3,539 | $56.3 萬 | 3.04% | −10,166−74.2% | 減碼 |
| Tradition Wealth Management, LLC | 3,549 | $56.4 萬 | 0.04% | +734+26.1% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 3,588 | $57.0 萬 | 0.02% | +111+3.2% | 加碼 |
| 111 Capital | 3,593 | $57.1 萬 | 0.11% | −2,631−42.3% | 減碼 |
| Missouri Trust & Investment Co | 3,600 | $57.2 萬 | 0.17% | −150−4.0% | 減碼 |
| Wright Investors Service Inc | 3,605 | $57.3 萬 | 0.17% | −207−5.4% | 減碼 |
| Mill Creek Capital Advisors, LLC | 3,625 | $57.6 萬 | 0.01% | +1,014+38.8% | 加碼 |
| Marino, Stram & Associates LLC | 3,667 | $58.3 萬 | 0.10% | +10+0.3% | 加碼 |
| Optas, LLC | 3,678 | $58.5 萬 | 0.10% | +294+8.7% | 加碼 |
| Topsail Wealth Management, LLC | 3,685 | $58.6 萬 | 0.10% | 00.0% | 不變 |
| Fiducient Advisors LLC | 3,690 | $58.7 萬 | 0.07% | +851+30.0% | 加碼 |
| Johnson Financial Group, Inc. | 3,692 | $58.7 萬 | 0.02% | +476+14.8% | 加碼 |
| CMT Capital Markets Trading GmbH | 3,694 | $58.7 萬 | 0.24% | −2,988−44.7% | 減碼 |
| Summit Wealth Group LLC | 7,198 | $58.8 萬 | 0.08% | +7,198 | 新進 |
| JFS Wealth Advisors, LLC | 3,700 | $58.8 萬 | 0.03% | +3,085+501.6% | 加碼 |
| Park National Corp | 3,702 | $58.8 萬 | 0.02% | −432−10.4% | 減碼 |
| Webster Bank, N. A. | 3,707 | $58.9 萬 | 0.06% | −225−5.7% | 減碼 |
| Penserra Capital Management LLC | 3,718 | $59.0 萬 | 0.01% | +3,583+2,654.1% | 加碼 |
| Rosenberg Matthew Hamilton | 3,721 | $59.1 萬 | 0.13% | 00.0% | 不變 |
| West Branch Capital LLC | 3,740 | $59.5 萬 | 0.16% | +1,966+110.8% | 加碼 |
| Sentinus, LLC | 3,746 | $59.5 萬 | 0.13% | +100+2.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 3,757 | $59.7 萬 | 0.17% | −28−0.7% | 減碼 |
| Trueblood Wealth Management, LLC | 3,756 | $59.7 萬 | 0.23% | +24+0.6% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,760 | $59.8 萬 | 0.12% | +238+6.8% | 加碼 |
| Pure Financial Advisors, Inc. | 3,761 | $59.8 萬 | 0.01% | +372+11.0% | 加碼 |
| Omnia Family Wealth, LLC | 3,764 | $59.8 萬 | 0.19% | −13−0.3% | 減碼 |
| Oxford Financial Group Ltd | 3,776 | $60.0 萬 | 0.03% | +2,288+153.8% | 加碼 |
| Bolthouse Investments, LLC | 3,785 | $60.2 萬 | 0.55% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 3,788 | $60.2 萬 | 0.14% | +24+0.6% | 加碼 |
| USA Financial Portformulas Corp | 3,797 | $60.4 萬 | 0.11% | +3,797 | 新進 |
| Valmark Advisers, Inc. | 3,799 | $60.4 萬 | 0.01% | +71+1.9% | 加碼 |
| Cetera Trust Company, N.A | 3,804 | $60.5 萬 | 0.34% | 00.0% | 不變 |
| Centric Wealth Management | 3,691 | $60.5 萬 | 0.13% | +30+0.8% | 加碼 |
| Impact Capital Partners LLC | 3,814 | $60.6 萬 | 0.18% | −130−3.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,830 | $60.9 萬 | 0.06% | 00.0% | 不變 |
| St Germain D J Co Inc | 3,831 | $60.9 萬 | 0.02% | +7+0.2% | 加碼 |
| Jacobi Capital Management LLC | 3,835 | $61.0 萬 | 0.04% | +16+0.4% | 加碼 |
| Kennebec Savings Bank | 3,855 | $61.3 萬 | 0.56% | +826+27.3% | 加碼 |
| Crews Bank & Trust | 3,856 | $61.3 萬 | 0.09% | 00.0% | 不變 |
| Advisor OS, LLC | 3,857 | $61.3 萬 | 0.05% | +104+2.8% | 加碼 |
| Broyhill Asset Management | 3,865 | $61.4 萬 | 0.54% | −50−1.3% | 減碼 |
| Segment Wealth Management, LLC | 3,865 | $61.4 萬 | 0.04% | +50+1.3% | 加碼 |
| SOL Capital Management CO | 3,875 | $61.6 萬 | 0.06% | 00.0% | 不變 |
| Park Edge Advisors, LLC | 3,876 | $61.6 萬 | 0.14% | −269−6.5% | 減碼 |
| Silvia McColl Wealth Management, LLC | 3,881 | $61.7 萬 | 0.42% | −190−4.7% | 減碼 |
| Tritonpoint Wealth, LLC | 3,895 | $61.9 萬 | 0.05% | +95+2.5% | 加碼 |
| Bullock Wealth Management Group | 3,987 | $62.5 萬 | 0.31% | +267+7.2% | 加碼 |
| Allen Investment Management LLC | 3,944 | $62.7 萬 | 0.01% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 3,945 | $62.7 萬 | 0.04% | −1,500−27.5% | 減碼 |
| 3Chopt Investment Partners, LLC | 3,946 | $62.7 萬 | 0.14% | −40−1.0% | 減碼 |
| QVR LLC | 3,950 | $62.8 萬 | 0.76% | +3,950 | 新進 |
| Payne Capital Management, LLC | 3,960 | $62.9 萬 | 0.20% | −250−5.9% | 減碼 |
| Claro Advisors LLC | 3,967 | $63.1 萬 | 0.09% | +141+3.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 3,969 | $63.1 萬 | 0.02% | +324+8.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 3,973 | $63.2 萬 | 0.05% | −457−10.3% | 減碼 |
| Accurate Wealth Management, LLC | 4,081 | $63.4 萬 | 0.08% | +786+23.9% | 加碼 |
| Integrated Investment Consultants, LLC | 3,998 | $63.6 萬 | 0.11% | −633−13.7% | 減碼 |
| AA Financial Advisors, LLC | 4,013 | $63.8 萬 | 0.13% | −15−0.4% | 減碼 |
| Alpha Family Trust | 4,025 | $64.0 萬 | 0.30% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,027 | $64.0 萬 | 0.01% | +885+28.2% | 加碼 |
| Arete Wealth Advisors, LLC | 4,015 | $64.1 萬 | 0.04% | +382+10.5% | 加碼 |
| Cromwell Holdings LLC | 4,034 | $64.1 萬 | 0.34% | 00.0% | 不變 |