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
- 2,265
- 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Constitution Capital LLC | 4,560 | $72.5 萬 | 0.34% | +2,960+185.0% | 加碼 |
| Powell Investment Advisors, LLC | 4,551 | $72.3 萬 | 0.25% | +31+0.7% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 4,550 | $72.3 萬 | 0.24% | +22+0.5% | 加碼 |
| Renaissance Investment Group LLC | 4,550 | $72.3 萬 | 0.15% | 00.0% | 不變 |
| Arcataur Capital Management LLC | 4,549 | $72.3 萬 | 0.21% | −100−2.2% | 減碼 |
| Roundview Capital LLC | 4,547 | $72.3 萬 | 0.05% | −98−2.1% | 減碼 |
| Autumn Glory Partners, LLC | 4,535 | $72.1 萬 | 0.30% | 00.0% | 不變 |
| Apriem Advisors | 4,532 | $72.0 萬 | 0.07% | −88−1.9% | 減碼 |
| Chase Investment Counsel Corp | 4,534 | $72.0 萬 | 0.21% | −864−16.0% | 減碼 |
| Smithfield Trust Co | 4,524 | $72.0 萬 | 0.03% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 4,522 | $71.9 萬 | 0.03% | −199−4.2% | 減碼 |
| Waterloo Capital, L.P. | 4,516 | $71.8 萬 | 0.05% | +1,870+70.7% | 加碼 |
| West Oak Capital, LLC | 4,515 | $71.8 萬 | 0.29% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,508 | $71.7 萬 | 0.11% | −802−15.1% | 減碼 |
| United Bank | 4,500 | $71.5 萬 | 0.09% | 00.0% | 不變 |
| Lavaca Capital LLC | 4,455 | $70.8 萬 | 0.13% | +2,593+139.3% | 加碼 |
| Boston Private Wealth LLC | 4,454 | $70.8 萬 | 0.04% | −448−9.1% | 減碼 |
| Rakuten Investment Management, Inc. | 27,940 | $70.8 萬 | 0.00% | +27,940 | 新進 |
| SeaCrest Wealth Management, LLC | 4,540 | $70.7 萬 | 0.07% | −2,217−32.8% | 減碼 |
| Cheviot Value Management, LLC | 4,225 | $69.8 萬 | 0.07% | +150+3.7% | 加碼 |
| Signature Estate & Investment Advisors LLC | 4,379 | $69.6 萬 | 0.01% | −684−13.5% | 減碼 |
| Hudock, Inc. | 4,364 | $69.4 萬 | 0.11% | +230+5.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,364 | $69.4 萬 | 0.08% | −15−0.3% | 減碼 |
| MCF Advisors LLC | 4,359 | $69.3 萬 | 0.04% | +34+0.8% | 加碼 |
| Copley Financial Group, Inc. | 4,357 | $69.3 萬 | 0.47% | −404−8.5% | 減碼 |
| Allen Capital Group, LLC | 4,340 | $69.0 萬 | 0.07% | +5+0.1% | 加碼 |
| DF Dent & Co Inc | 4,333 | $68.9 萬 | 0.01% | +2,390+123.0% | 加碼 |
| Hillsdale Investment Management Inc. | 4,330 | $68.8 萬 | 0.02% | +4,330 | 新進 |
| Seven Mile Advisory | 4,310 | $68.5 萬 | 0.11% | +1,310+43.7% | 加碼 |
| Perennial Investment Advisors, LLC | 4,308 | $68.5 萬 | 0.06% | −356−7.6% | 減碼 |
| Code Waechter LLC | 4,402 | $68.4 萬 | 0.45% | −30−0.7% | 減碼 |
| Providence First Trust Co | 4,284 | $68.1 萬 | 0.24% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 4,284 | $68.1 萬 | 0.03% | +744+21.0% | 加碼 |
| BNP Paribas | 4,273 | $67.9 萬 | 0.02% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 4,272 | $67.9 萬 | 0.04% | −3,080−41.9% | 減碼 |
| TFR Capital, LLC. | 4,270 | $67.9 萬 | 0.23% | −230−5.1% | 減碼 |
| Red Door Wealth Management, LLC | 4,269 | $67.9 萬 | 0.07% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 4,259 | $67.7 萬 | 0.44% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 5,789 | $67.5 萬 | 0.06% | 00.0% | 不變 |
| Catherine Avery Investment Management LLC | 4,232 | $67.3 萬 | 0.43% | 00.0% | 不變 |
| BankPlus Trust Department | 4,231 | $67.3 萬 | 0.18% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 4,212 | $67.0 萬 | 0.40% | 00.0% | 不變 |
| GFG Capital, LLC | 4,198 | $66.7 萬 | 0.23% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 4,188 | $66.6 萬 | 0.05% | +1,176+39.0% | 加碼 |
| Moors & Cabot, Inc. | 4,186 | $66.5 萬 | 0.03% | −95−2.2% | 減碼 |
| EntryPoint Capital, LLC | 4,182 | $66.5 萬 | 0.26% | +4,182 | 新進 |
| Cary Street Partner Investment Advisory LLC | 4,181 | $66.5 萬 | 0.28% | +136+3.4% | 加碼 |
| Knollwood Investment Advisory, LLC | 4,181 | $66.5 萬 | 0.06% | −77−1.8% | 減碼 |
| First Financial Bank - Trust Division | 4,180 | $66.4 萬 | 0.06% | 00.0% | 不變 |
| Grandview Asset Management LLC | 4,178 | $66.4 萬 | 0.19% | +2,670+177.1% | 加碼 |
| Fielder Capital Group LLC | 4,159 | $66.1 萬 | 0.15% | +13+0.3% | 加碼 |
| EHP Funds Inc. | 4,141 | $65.8 萬 | 0.87% | +4,141 | 新進 |
| DGS Capital Management, LLC | 4,140 | $65.8 萬 | 0.12% | +86+2.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $65.7 萬 | 0.33% | 00.0% | 不變 |
| Salzhauer Michael | 4,131 | $65.7 萬 | 0.38% | 00.0% | 不變 |
| PFG Advisors | 4,121 | $65.5 萬 | 0.03% | +368+9.8% | 加碼 |
| Holderness Investments Co | 4,109 | $65.3 萬 | 0.13% | −180−4.2% | 減碼 |
| Opinicus Capital, Inc. | 4,108 | $65.3 萬 | 0.45% | −183−4.3% | 減碼 |
| KKM Financial LLC | 4,094 | $65.1 萬 | 0.20% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 4,088 | $65.0 萬 | 0.05% | +91+2.3% | 加碼 |
| Wimmer Associates 1, LLC | 4,071 | $64.7 萬 | 0.31% | +1,228+43.2% | 加碼 |
| Sepio Capital, LP | 4,071 | $64.7 萬 | 0.04% | +1,732+74.0% | 加碼 |
| X-Square Capital, LLC | 4,065 | $64.6 萬 | 0.20% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 4,050 | $64.4 萬 | 0.06% | −215−5.0% | 減碼 |
| Waters Parkerson & Co., LLC | 4,050 | $64.4 萬 | 0.03% | −50−1.2% | 減碼 |
| Shepherd Financial Partners LLC | 4,048 | $64.4 萬 | 0.06% | −6−0.1% | 減碼 |
| Cromwell Holdings LLC | 4,034 | $64.1 萬 | 0.34% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 4,015 | $64.1 萬 | 0.04% | +382+10.5% | 加碼 |
| Harbour Investments, Inc. | 4,027 | $64.0 萬 | 0.01% | +885+28.2% | 加碼 |
| Alpha Family Trust | 4,025 | $64.0 萬 | 0.30% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 4,013 | $63.8 萬 | 0.13% | −15−0.4% | 減碼 |
| Integrated Investment Consultants, LLC | 3,998 | $63.6 萬 | 0.11% | −633−13.7% | 減碼 |
| Accurate Wealth Management, LLC | 4,081 | $63.4 萬 | 0.08% | +786+23.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 3,973 | $63.2 萬 | 0.05% | −457−10.3% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,969 | $63.1 萬 | 0.02% | +324+8.9% | 加碼 |
| Claro Advisors LLC | 3,967 | $63.1 萬 | 0.09% | +141+3.7% | 加碼 |
| Payne Capital Management, LLC | 3,960 | $62.9 萬 | 0.20% | −250−5.9% | 減碼 |
| QVR LLC | 3,950 | $62.8 萬 | 0.76% | +3,950 | 新進 |
| 3Chopt Investment Partners, LLC | 3,946 | $62.7 萬 | 0.14% | −40−1.0% | 減碼 |
| Nichols & Pratt Advisers LLP | 3,945 | $62.7 萬 | 0.04% | −1,500−27.5% | 減碼 |
| Allen Investment Management LLC | 3,944 | $62.7 萬 | 0.01% | 00.0% | 不變 |
| Bullock Wealth Management Group | 3,987 | $62.5 萬 | 0.31% | +267+7.2% | 加碼 |
| Tritonpoint Wealth, LLC | 3,895 | $61.9 萬 | 0.05% | +95+2.5% | 加碼 |
| Silvia McColl Wealth Management, LLC | 3,881 | $61.7 萬 | 0.42% | −190−4.7% | 減碼 |
| Park Edge Advisors, LLC | 3,876 | $61.6 萬 | 0.14% | −269−6.5% | 減碼 |
| SOL Capital Management CO | 3,875 | $61.6 萬 | 0.06% | 00.0% | 不變 |
| 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 |
| Advisor OS, LLC | 3,857 | $61.3 萬 | 0.05% | +104+2.8% | 加碼 |
| Crews Bank & Trust | 3,856 | $61.3 萬 | 0.09% | 00.0% | 不變 |
| Kennebec Savings Bank | 3,855 | $61.3 萬 | 0.56% | +826+27.3% | 加碼 |
| Jacobi Capital Management LLC | 3,835 | $61.0 萬 | 0.04% | +16+0.4% | 加碼 |
| St Germain D J Co Inc | 3,831 | $60.9 萬 | 0.02% | +7+0.2% | 加碼 |
| Bank of Nova Scotia Trust Co | 3,830 | $60.9 萬 | 0.06% | 00.0% | 不變 |
| Impact Capital Partners LLC | 3,814 | $60.6 萬 | 0.18% | −130−3.3% | 減碼 |
| Centric Wealth Management | 3,691 | $60.5 萬 | 0.13% | +30+0.8% | 加碼 |
| Cetera Trust Company, N.A | 3,804 | $60.5 萬 | 0.34% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 3,799 | $60.4 萬 | 0.01% | +71+1.9% | 加碼 |
| USA Financial Portformulas Corp | 3,797 | $60.4 萬 | 0.11% | +3,797 | 新進 |
| Frisch Financial Group, Inc. | 3,788 | $60.2 萬 | 0.14% | +24+0.6% | 加碼 |