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 |
|---|---|---|---|---|---|
| Pennsylvania Capital Management Inc | 9,321 | $148.2 萬 | 0.43% | +6+0.1% | 加碼 |
| Busey Wealth Management | 9,313 | $148.0 萬 | 0.04% | +120+1.3% | 加碼 |
| Wedbush Securities Inc | 9,283 | $147.6 萬 | 0.05% | −202−2.1% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 9,272 | $147.4 萬 | 0.13% | +3,118+50.7% | 加碼 |
| AlphaCore Capital LLC | 9,247 | $147.0 萬 | 0.05% | +1,277+16.0% | 加碼 |
| Virtu Financial LLC | 9,229 | $146.7 萬 | 0.08% | +9,229 | 新進 |
| Silver Oak Securities, Inc | 9,214 | $146.5 萬 | 0.11% | +7,859+580.0% | 加碼 |
| Everhart Financial Group, Inc. | 9,182 | $146.0 萬 | 0.15% | +747+8.9% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 9,159 | $145.6 萬 | 0.58% | −312−3.3% | 減碼 |
| Howard Capital Management Inc. | 9,114 | $144.9 萬 | 0.02% | −1,314−12.6% | 減碼 |
| NCM Capital Management, LLC | 9,109 | $144.8 萬 | 0.56% | +40.0% | 加碼 |
| Triangle Securities Wealth Management | 9,099 | $144.6 萬 | 0.33% | +205+2.3% | 加碼 |
| Regal Investment Advisors LLC | 9,065 | $144.1 萬 | 0.09% | −614−6.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 9,031 | $143.6 萬 | 0.58% | +30+0.3% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 9,023 | $143.4 萬 | 0.15% | −1,054−10.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 8,900 | $143.4 萬 | 0.03% | +800+9.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,997 | $143.0 萬 | 0.05% | +59+0.7% | 加碼 |
| SummitTX Capital, L.P. | 8,980 | $142.7 萬 | 0.06% | +8,980 | 新進 |
| Coppell Advisory Solutions LLC | 8,818 | $142.1 萬 | 0.15% | +8,818 | 新進 |
| Richards, Merrill & Peterson, Inc. | 8,937 | $142.1 萬 | 0.61% | +525+6.2% | 加碼 |
| Legacy Bridge, LLC | 8,918 | $141.8 萬 | 0.59% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 8,917 | $141.7 萬 | 0.03% | −20,452−69.6% | 減碼 |
| Strait & Sound Wealth Management LLC | 8,892 | $141.3 萬 | 0.54% | +13+0.1% | 加碼 |
| Portfolio Design Labs, LLC | 8,889 | $141.3 萬 | 0.24% | +8,889 | 新進 |
| First Bank & Trust | 8,839 | $140.5 萬 | 0.24% | −424−4.6% | 減碼 |
| Asset Dedication, LLC | 8,822 | $140.2 萬 | 0.09% | +1,362+18.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 8,793 | $139.8 萬 | 0.00% | −1,347,562−99.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 8,753 | $139.1 萬 | 0.10% | +10+0.1% | 加碼 |
| Buckley Wealth Management, LLC | 8,703 | $138.3 萬 | 0.38% | −235−2.6% | 減碼 |
| HM Payson & Co | 8,702 | $138.3 萬 | 0.02% | +213+2.5% | 加碼 |
| Warren Averett Asset Management, LLC | 8,685 | $138.1 萬 | 0.01% | +54+0.6% | 加碼 |
| Sage Rhino Capital LLC | 8,648 | $137.5 萬 | 0.27% | +551+6.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 8,643 | $137.4 萬 | 0.04% | +424+5.2% | 加碼 |
| OV Management LLC | 8,586 | $136.5 萬 | 1.16% | +54+0.6% | 加碼 |
| bLong Financial, LLC | 8,559 | $136.0 萬 | 0.95% | −100−1.2% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $135.9 萬 | 1.27% | 00.0% | 不變 |
| Sienna Gestion | 9,346 | $135.5 萬 | 0.09% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 8,491 | $135.0 萬 | 0.24% | −2,822−24.9% | 減碼 |
| Peoples Financial Services Corp. | 8,465 | $134.6 萬 | 0.61% | −322−3.7% | 減碼 |
| FourThought Financial Partners, LLC | 8,433 | $134.1 萬 | 0.12% | +224+2.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,399 | $133.5 萬 | 0.06% | −725−7.9% | 減碼 |
| Paladin Wealth, LLC | 8,393 | $133.4 萬 | 0.97% | −368−4.2% | 減碼 |
| Spire Wealth Management | 8,386 | $133.3 萬 | 0.05% | −368−4.2% | 減碼 |
| CenterBook Partners LP | 8,357 | $132.8 萬 | 0.07% | +8,357 | 新進 |
| CX Institutional | 8,353 | $132.8 萬 | 0.04% | +518+6.6% | 加碼 |
| Eastern Bank | 8,276 | $131.6 萬 | 0.02% | −364−4.2% | 減碼 |
| Genesee Capital Advisors, LLC | 8,265 | $131.4 萬 | 0.57% | +54+0.7% | 加碼 |
| Shulman DeMeo Asset Management LLC | 8,257 | $131.3 萬 | 0.30% | +481+6.2% | 加碼 |
| Herold Advisors, Inc. | 8,215 | $130.6 萬 | 0.30% | −357−4.2% | 減碼 |
| Terry L. Blaker | 8,187 | $130.1 萬 | 0.05% | −140−1.7% | 減碼 |
| Journey Strategic Wealth LLC | 8,180 | $130.0 萬 | 0.04% | +118+1.5% | 加碼 |
| E&G Advisors, LP | 8,171 | $129.9 萬 | 0.30% | −539−6.2% | 減碼 |
| Kingsview Wealth Management, LLC | 8,139 | $129.4 萬 | 0.02% | +75+0.9% | 加碼 |
| Fisher Funds Management LTD | 8,134 | $129.3 萬 | 0.03% | +8,134 | 新進 |
| Clarendon Private LLC | 8,103 | $128.8 萬 | 1.17% | −468−5.5% | 減碼 |
| Trust Point Inc. | 8,092 | $128.6 萬 | 0.10% | −2,071−20.4% | 減碼 |
| Sompo Asset Management Co., Ltd. | 8,090 | $128.6 萬 | 0.22% | −80−1.0% | 減碼 |
| Avalon Trust Co | 8,089 | $128.6 萬 | 0.08% | +89+1.1% | 加碼 |
| BluePath Capital Management, LLC | 8,052 | $128.0 萬 | 0.94% | +840+11.6% | 加碼 |
| Financial Management Professionals, Inc. | 8,038 | $127.8 萬 | 0.13% | +228+2.9% | 加碼 |
| Sage Mountain Advisors LLC | 8,022 | $127.5 萬 | 0.07% | +309+4.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 8,016 | $127.4 萬 | 0.28% | +11+0.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,012 | $127.4 萬 | 0.06% | +302+3.9% | 加碼 |
| Venturi Wealth Management, LLC | 8,007 | $127.3 萬 | 0.06% | −1,698−17.5% | 減碼 |
| Dempze Nancy E | 8,000 | $127.2 萬 | 0.70% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,966 | $126.6 萬 | 0.07% | −40−0.5% | 減碼 |
| Breakwater Capital Group | 7,946 | $126.3 萬 | 0.19% | −52−0.7% | 減碼 |
| Resonant Capital Advisors, LLC | 7,944 | $126.3 萬 | 0.07% | +191+2.5% | 加碼 |
| TigerOak Management, L.L.C. | 7,942 | $126.2 萬 | 0.39% | 00.0% | 不變 |
| CVA Family Office, LLC | 7,932 | $126.1 萬 | 0.16% | +36+0.5% | 加碼 |
| CFS Investment Advisory Services, LLC | 7,666 | $125.6 萬 | 0.09% | +330+4.5% | 加碼 |
| Fort Point Capital Partners LLC | 7,897 | $125.5 萬 | 0.16% | −891−10.1% | 減碼 |
| Longfellow Investment Management Co LLC | 7,885 | $125.3 萬 | 0.30% | −2,040−20.6% | 減碼 |
| Mission Wealth Management, LP | 7,876 | $125.2 萬 | 0.03% | −581−6.9% | 減碼 |
| Western Wealth Management, LLC | 7,863 | $125.0 萬 | 0.07% | +8+0.1% | 加碼 |
| First Horizon Corp | 7,839 | $124.6 萬 | 0.06% | +7,839 | 新進 |
| Corsair Capital Management, L.P. | 7,814 | $124.2 萬 | 0.22% | 00.0% | 不變 |
| Charles Schwab Trust Co | 7,807 | $124.1 萬 | 0.08% | +84+1.1% | 加碼 |
| Rothschild Investment LLC | 7,750 | $123.2 萬 | 0.07% | +699+9.9% | 加碼 |
| Orion Capital Management LLC | 7,710 | $122.6 萬 | 0.43% | −50−0.6% | 減碼 |
| Bank of Stockton | 7,693 | $122.3 萬 | 0.35% | +256+3.4% | 加碼 |
| Sather Financial Group Inc | 7,671 | $121.9 萬 | 0.07% | +647+9.2% | 加碼 |
| Cim Investment Mangement Inc | 7,663 | $121.8 萬 | 0.33% | −7,856−50.6% | 減碼 |
| IFG Advisors, LLC | 7,632 | $121.3 萬 | 0.20% | 00.0% | 不變 |
| Private Trust Co NA | 7,622 | $121.2 萬 | 0.11% | −363−4.5% | 減碼 |
| Verity & Verity, LLC | 7,620 | $121.1 萬 | 0.10% | −1,152−13.1% | 減碼 |
| Operose Advisors LLC | 7,607 | $120.9 萬 | 0.30% | 00.0% | 不變 |
| Old National Bancorp | 7,583 | $120.5 萬 | 0.02% | −770−9.2% | 減碼 |
| Carmel Capital Partners, LLC | 7,580 | $120.5 萬 | 0.51% | −2,973−28.2% | 減碼 |
| Grove Bank & Trust | 7,577 | $120.4 萬 | 0.14% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 7,575 | $120.4 萬 | 0.56% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,530 | $119.7 萬 | 0.22% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 7,515 | $119.5 萬 | 0.01% | −247−3.2% | 減碼 |
| Catalyst Financial Partners LLC | 7,491 | $119.1 萬 | 0.14% | +204+2.8% | 加碼 |
| IHT Wealth Management, LLC | 7,445 | $118.6 萬 | 0.03% | +572+8.3% | 加碼 |
| South Plains Financial, Inc. | 7,400 | $117.6 萬 | 0.73% | +34+0.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $117.1 萬 | 0.12% | 00.0% | 不變 |
| David Loasby | 7,479 | $116.6 萬 | 0.09% | +51+0.7% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,333 | $116.6 萬 | 0.14% | +25+0.3% | 加碼 |
| GTS Securities LLC | 7,288 | $115.8 萬 | 0.04% | +2,895+65.9% | 加碼 |