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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 5,618 | $90.9 萬 | 0.01% | +5,618 | 新進 |
| Financial Advisors, LLC | 5,706 | $90.7 萬 | 0.16% | 00.0% | 不變 |
| L2 Asset Management, LLC | 5,704 | $90.7 萬 | 0.13% | +233+4.3% | 加碼 |
| Transatlantique Private Wealth LLC | 5,672 | $90.2 萬 | 0.29% | −447−7.3% | 減碼 |
| Sippican Capital Advisors | 5,645 | $89.7 萬 | 0.59% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,664 | $89.3 萬 | 0.02% | +1,273+29.0% | 加碼 |
| Beacon Financial Group | 5,606 | $89.1 萬 | 0.09% | −103−1.8% | 減碼 |
| Evernest Financial Advisors, LLC | 5,597 | $89.0 萬 | 0.25% | −53−0.9% | 減碼 |
| Empower Advisory Group, LLC | 5,574 | $88.6 萬 | 0.00% | +442+8.6% | 加碼 |
| SGL Investment Advisors, Inc. | 5,392 | $88.2 萬 | 0.37% | +188+3.6% | 加碼 |
| Diversify Wealth Management, LLC | 5,374 | $87.9 萬 | 0.05% | −154−2.8% | 減碼 |
| RiverFront Investment Group, LLC | 5,504 | $87.5 萬 | 0.02% | +3,808+224.5% | 加碼 |
| HBK Sorce Advisory LLC | 5,377 | $87.5 萬 | 0.02% | −432−7.4% | 減碼 |
| Stonegate Management LLC | 5,500 | $87.4 萬 | 0.58% | +5,500 | 新進 |
| Mechanics Bank Trust Department | 5,491 | $87.3 萬 | 0.12% | −240−4.2% | 減碼 |
| Clifford Group, LLC | 5,475 | $87.0 萬 | 0.68% | −527−8.8% | 減碼 |
| Johnson & White Wealth Management, LLC | 5,458 | $86.8 萬 | 0.40% | +30+0.6% | 加碼 |
| Rogco, LP | 5,457 | $86.7 萬 | 0.30% | −287−5.0% | 減碼 |
| Heritage Wealth Advisors | 5,436 | $86.4 萬 | 0.04% | +5+0.1% | 加碼 |
| FNY Investment Advisers, LLC | 5,437 | $86.4 萬 | 0.28% | −2,196−28.8% | 減碼 |
| Soltis Investment Advisors LLC | 5,428 | $86.3 萬 | 0.06% | +80+1.5% | 加碼 |
| Curbstone Financial Management Corp | 5,426 | $86.3 萬 | 0.17% | −250−4.4% | 減碼 |
| Bearing Point Capital, LLC | 5,407 | $85.9 萬 | 0.15% | 00.0% | 不變 |
| A4 Wealth Advisors LLC | 5,382 | $85.5 萬 | 0.72% | +5,382 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 5,381 | $85.5 萬 | 0.03% | +221+4.3% | 加碼 |
| One Capital Management, LLC | 5,371 | $85.4 萬 | 0.03% | 00.0% | 不變 |
| Bank of New Hampshire | 5,368 | $85.3 萬 | 0.20% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 5,360 | $85.2 萬 | 0.11% | +103+2.0% | 加碼 |
| Northern Financial Advisors Inc | 5,351 | $85.1 萬 | 0.45% | +24+0.5% | 加碼 |
| Cooper Financial Group | 5,329 | $84.7 萬 | 0.09% | +280+5.5% | 加碼 |
| Clark Wealth Partners | 4,766 | $84.6 萬 | 0.52% | +4,655+4,193.7% | 加碼 |
| Canopy Partners, LLC | 5,316 | $84.5 萬 | 0.28% | +92+1.8% | 加碼 |
| Anchor Investment Management, LLC | 5,295 | $84.2 萬 | 0.07% | +233+4.6% | 加碼 |
| Red Lighthouse Investment Management, LLC | 5,283 | $84.0 萬 | 0.29% | −171−3.1% | 減碼 |
| Baron Wealth Management LLC | 5,266 | $83.7 萬 | 0.28% | +50+1.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,265 | $83.7 萬 | 0.07% | −28−0.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 5,253 | $83.5 萬 | 0.01% | −255−4.6% | 減碼 |
| Quotient Wealth Partners, LLC | 5,251 | $83.5 萬 | 0.02% | +169+3.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,243 | $83.3 萬 | 0.05% | +747+16.6% | 加碼 |
| Souders Financial Advisors | 5,239 | $83.3 萬 | 0.10% | +508+10.7% | 加碼 |
| Integris Wealth Management, LLC | 5,231 | $83.1 萬 | 0.20% | 00.0% | 不變 |
| a16z Perennial Management, L.P. | 5,175 | $82.3 萬 | 0.07% | +5,175 | 新進 |
| Harbor Investment Advisory, LLC | 5,168 | $82.2 萬 | 0.07% | +114+2.3% | 加碼 |
| Woodmont Investment Counsel LLC | 5,161 | $82.0 萬 | 0.05% | +10+0.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,150 | $81.9 萬 | 0.04% | +583+12.8% | 加碼 |
| Palacios Wealth Management, LLC | 5,150 | $81.9 萬 | 0.54% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 6,507 | $81.8 萬 | 0.16% | −6,162−48.6% | 減碼 |
| Gibraltar Capital Management, Inc. | 5,146 | $81.8 萬 | 0.15% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 5,142 | $81.7 萬 | 0.12% | +15+0.3% | 加碼 |
| Bell Bank | 5,133 | $81.6 萬 | 0.04% | 00.0% | 不變 |
| United Community Bank | 5,126 | $81.5 萬 | 0.25% | +3,114+154.8% | 加碼 |
| Strategic Financial Services, Inc, | 5,125 | $81.5 萬 | 0.04% | +43+0.8% | 加碼 |
| AdvisorNet Financial, Inc | 5,110 | $81.2 萬 | 0.05% | −111−2.1% | 減碼 |
| Addison Advisors LLC | 5,105 | $81.1 萬 | 0.19% | +11+0.2% | 加碼 |
| Wealth Effects LLC | 5,075 | $80.7 萬 | 0.26% | 00.0% | 不變 |
| First Dallas Securities Inc. | 5,062 | $80.5 萬 | 0.30% | 00.0% | 不變 |
| Continuum Advisory, LLC | 5,059 | $80.4 萬 | 0.09% | +840+19.9% | 加碼 |
| Legacy Capital Group California, Inc. | 5,050 | $80.3 萬 | 0.20% | −10.0% | 減碼 |
| Chapin Davis, Inc. | 5,030 | $80.0 萬 | 0.20% | −110−2.1% | 減碼 |
| GeoWealth Management, LLC | 5,021 | $79.8 萬 | 0.03% | −271−5.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,012 | $79.7 萬 | 0.06% | −147−2.8% | 減碼 |
| De Lisle Partners LLP | 5,000 | $79.5 萬 | 0.10% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,995 | $79.4 萬 | 0.23% | −27−0.5% | 減碼 |
| Lazari Capital Management, Inc. | 4,978 | $79.1 萬 | 0.27% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 4,973 | $79.0 萬 | 0.02% | +154+3.2% | 加碼 |
| Quilter Plc | 4,959 | $78.8 萬 | 0.01% | −4,461−47.4% | 減碼 |
| Freestone Capital Holdings, LLC | 4,956 | $78.8 萬 | 0.02% | +950+23.7% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,952 | $78.7 萬 | 0.78% | −101−2.0% | 減碼 |
| Barlow Wealth Partners, Inc. | 4,964 | $78.5 萬 | 0.09% | −400−7.5% | 減碼 |
| Peoples Bank | 4,910 | $78.0 萬 | 0.48% | −35−0.7% | 減碼 |
| Register Financial Advisors LLC | 4,894 | $77.8 萬 | 0.31% | −38−0.8% | 減碼 |
| Evexia Wealth LLC | 5,012 | $77.7 萬 | 0.23% | −32−0.6% | 減碼 |
| BKD Wealth Advisors, LLC | 4,877 | $77.5 萬 | 0.02% | −154−3.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $77.3 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 4,857 | $77.2 萬 | 0.05% | +433+9.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,808 | $76.4 萬 | 0.10% | −4−0.1% | 減碼 |
| Orca Investment Management, LLC | 4,793 | $76.2 萬 | 0.62% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 4,793 | $76.2 萬 | 0.08% | +797+19.9% | 加碼 |
| Texas Bank & Trust Co | 4,784 | $76.0 萬 | 0.29% | 00.0% | 不變 |
| CNB Bank | 4,754 | $75.6 萬 | 0.31% | +435+10.1% | 加碼 |
| First Interstate Bank | 4,753 | $75.6 萬 | 0.04% | +1,800+61.0% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 4,755 | $75.5 萬 | 0.26% | −34−0.7% | 減碼 |
| New Hampshire Trust | 4,730 | $75.2 萬 | 0.15% | +1,149+32.1% | 加碼 |
| Coign Capital Advisors LLC | 4,725 | $75.1 萬 | 0.41% | −224−4.5% | 減碼 |
| Clarius Group, LLC | 4,719 | $75.0 萬 | 0.04% | −7,130−60.2% | 減碼 |
| Beta Wealth Group, Inc. | 4,717 | $75.0 萬 | 0.30% | +1,085+29.9% | 加碼 |
| Ellevest, Inc. | 4,716 | $75.0 萬 | 0.11% | +1,473+45.4% | 加碼 |
| Sax Wealth Advisors, LLC | 4,694 | $74.6 萬 | 0.04% | +607+14.9% | 加碼 |
| Fortem Financial Group, LLC | 4,679 | $74.4 萬 | 0.21% | +31+0.7% | 加碼 |
| DT Investment Partners, LLC | 4,672 | $74.3 萬 | 0.06% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 4,644 | $73.8 萬 | 0.14% | +119+2.6% | 加碼 |
| Ledyard National Bank | 4,642 | $73.8 萬 | 0.07% | −80−1.7% | 減碼 |
| Washburn Capital Management, Inc. | 4,642 | $73.8 萬 | 0.41% | −854−15.5% | 減碼 |
| Willner & Heller, LLC | 4,627 | $73.6 萬 | 0.56% | −38−0.8% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 4,549 | $73.3 萬 | 0.09% | −37−0.8% | 減碼 |
| Insight 2811, Inc. | 4,610 | $73.3 萬 | 0.33% | +14+0.3% | 加碼 |
| Advyzon Investment Management, LLC | 4,595 | $73.0 萬 | 0.13% | +798+21.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,589 | $72.9 萬 | 0.02% | −770−14.4% | 減碼 |
| Wrapmanager Inc | 4,577 | $72.8 萬 | 0.22% | −1,007−18.0% | 減碼 |
| First American Trust, FSB | 4,566 | $72.6 萬 | 0.05% | +443+10.7% | 加碼 |