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 |
|---|---|---|---|---|---|
| Winthrop Advisory Group LLC | 2,513 | $39.9 萬 | 0.03% | −61−2.4% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,509 | $39.9 萬 | 0.13% | +96+4.0% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,506 | $39.8 萬 | 0.03% | +521+26.2% | 加碼 |
| Thrive Wealth Management, LLC | 2,506 | $39.8 萬 | 0.06% | +3+0.1% | 加碼 |
| Claris Financial LLC | 2,504 | $39.8 萬 | 0.23% | +600+31.5% | 加碼 |
| BXM Wealth LLC | 2,490 | $39.6 萬 | 0.37% | +2,490 | 新進 |
| Sachetta, LLC | 2,488 | $39.6 萬 | 0.15% | +14+0.6% | 加碼 |
| Univest Financial Corp | 2,487 | $39.5 萬 | 0.02% | +7+0.3% | 加碼 |
| Burling Wealth Partners, LLC | 2,485 | $39.5 萬 | 0.07% | −1,545−38.3% | 減碼 |
| Associated Banc-Corp | 2,485 | $39.5 萬 | 0.01% | −272−9.9% | 減碼 |
| Valley National Advisers Inc | 2,490 | $39.5 萬 | 0.06% | +80+3.3% | 加碼 |
| Cornerstone Advisory, LLC | 2,478 | $39.4 萬 | 0.04% | +30+1.2% | 加碼 |
| Bragg Financial Advisors, Inc | 2,478 | $39.4 萬 | 0.01% | −75−2.9% | 減碼 |
| JGP Wealth Management, LLC | 2,534 | $39.4 萬 | 0.04% | −1,031−28.9% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,474 | $39.3 萬 | 0.08% | +2,474 | 新進 |
| Doheny Asset Management | 2,473 | $39.3 萬 | 0.25% | −50−2.0% | 減碼 |
| Requisite Capital Management, LLC | 2,470 | $39.3 萬 | 0.07% | +2,470 | 新進 |
| Capula Management Ltd | 2,467 | $39.2 萬 | 0.00% | +2,467 | 新進 |
| Silver Coast Investments LLC | 2,464 | $39.2 萬 | 0.13% | −85−3.3% | 減碼 |
| Horizon Wealth Management, LLC | 2,459 | $39.1 萬 | 0.06% | +54+2.2% | 加碼 |
| Cardinal Point Capital Management, ULC | 2,512 | $39.0 萬 | 0.03% | −33−1.3% | 減碼 |
| Ariadne Wealth Management, LP | 2,348 | $38.9 萬 | 0.17% | −299−11.3% | 減碼 |
| Gsa Capital Partners LLP | 2,438 | $38.8 萬 | 0.03% | −14,816−85.9% | 減碼 |
| Hemington Wealth Management | 2,442 | $38.8 萬 | 0.05% | +147+6.4% | 加碼 |
| Foster Group, Inc. | 2,434 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Jacobsen Capital Management | 2,432 | $38.7 萬 | 0.13% | +5+0.2% | 加碼 |
| denkapparat Operations GmbH | 2,430 | $38.6 萬 | 0.25% | +428+21.4% | 加碼 |
| Apexium Financial, LP | 2,427 | $38.6 萬 | 0.02% | −78−3.1% | 減碼 |
| Stevens Capital Management LP | 2,419 | $38.5 萬 | 0.05% | +2,419 | 新進 |
| Beaumont Financial Advisors, LLC | 2,421 | $38.5 萬 | 0.03% | −30−1.2% | 減碼 |
| Almanack Investment Partners, LLC. | 2,418 | $38.4 萬 | 0.06% | −152−5.9% | 減碼 |
| Firestone Capital Management | 2,400 | $38.2 萬 | 0.08% | +27+1.1% | 加碼 |
| Veracity Capital LLC | 2,396 | $38.1 萬 | 0.12% | +5+0.2% | 加碼 |
| Novem Group | 2,388 | $38.0 萬 | 0.05% | −138−5.5% | 減碼 |
| Goldstream Capital Management Ltd | 2,377 | $37.8 萬 | 0.13% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 2,365 | $37.6 萬 | 0.09% | −49−2.0% | 減碼 |
| Quarry LP | 2,360 | $37.5 萬 | 0.09% | +2,019+592.1% | 加碼 |
| Tripletail Wealth Management, LLC | 2,368 | $37.5 萬 | 0.44% | +353+17.5% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,351 | $37.4 萬 | 0.04% | 00.0% | 不變 |
| Darden Wealth Group Inc | 2,350 | $37.4 萬 | 0.20% | −46−1.9% | 減碼 |
| Fragasso Group Inc. | 2,370 | $37.3 萬 | 0.02% | +124+5.5% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 2,342 | $37.2 萬 | 0.06% | +127+5.7% | 加碼 |
| Van Strum & Towne Inc. | 2,340 | $37.2 萬 | 0.11% | 00.0% | 不變 |
| ClearAlpha Technologies LP | 2,337 | $37.1 萬 | 1.02% | +2,337 | 新進 |
| Primoris Wealth Advisors, LLC | 2,335 | $37.1 萬 | 0.24% | 00.0% | 不變 |
| American National Bank | 2,333 | $37.1 萬 | 0.04% | −907−28.0% | 減碼 |
| Quantessence Capital LLC | 2,329 | $37.0 萬 | 0.12% | +2,329 | 新進 |
| Newman Dignan & Sheerar, Inc. | 2,328 | $37.0 萬 | 0.08% | 00.0% | 不變 |
| Kaizen Financial Strategies | 2,258 | $36.9 萬 | 0.17% | −380−14.4% | 減碼 |
| Strategic Financial Concepts, LLC | 2,315 | $36.8 萬 | 0.05% | −294−11.3% | 減碼 |
| True Link Financial Advisors, LLC | 2,312 | $36.8 萬 | 0.02% | 00.0% | 不變 |
| First Affirmative Financial Network | 2,311 | $36.7 萬 | 0.17% | +61+2.7% | 加碼 |
| Alteri Wealth LLC | 2,302 | $36.6 萬 | 0.13% | +25+1.1% | 加碼 |
| Prairie Wealth Advisors, Inc. | 2,300 | $36.6 萬 | 0.15% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 2,296 | $36.5 萬 | 0.06% | +734+47.0% | 加碼 |
| Wealth Alliance | 2,290 | $36.4 萬 | 0.04% | −3,519−60.6% | 減碼 |
| Harold Davidson & Associates Inc. | 2,290 | $36.4 萬 | 0.17% | 00.0% | 不變 |
| Global Strategic Investment Solutions, LLC | 2,280 | $36.2 萬 | 0.04% | −79−3.3% | 減碼 |
| Welch Group, LLC | 2,280 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| Gries Financial LLC | 2,278 | $36.2 萬 | 0.06% | +2,278 | 新進 |
| Old North State Trust, LLC | 2,274 | $36.1 萬 | 0.22% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 2,271 | $36.1 萬 | 0.18% | −13,618−85.7% | 減碼 |
| Bouchey Financial Group Ltd | 2,268 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| Weaver Capital Management LLC | 2,264 | $36.0 萬 | 0.08% | +2,264 | 新進 |
| NTV Asset Management LLC | 2,248 | $35.7 萬 | 0.04% | +532+31.0% | 加碼 |
| Victory Financial Group, LLC | 2,251 | $35.7 萬 | 0.05% | −418−15.7% | 減碼 |
| Luts & Greenleigh Group, Inc | 2,245 | $35.7 萬 | 0.32% | +44+2.0% | 加碼 |
| Maxele Advisors, LLC | 2,245 | $35.7 萬 | 0.31% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 2,224 | $35.4 萬 | 0.02% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 2,219 | $35.3 萬 | 0.15% | +9+0.4% | 加碼 |
| Riverwater Partners LLC | 2,218 | $35.3 萬 | 0.15% | −172−7.2% | 減碼 |
| Equitable Trust Co | 2,206 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Crewe Advisors LLC | 2,206 | $35.1 萬 | 0.03% | +2,206 | 新進 |
| Wall Street Financial Group, Inc. | 2,205 | $35.1 萬 | 0.26% | −3−0.1% | 減碼 |
| Wealth Dimensions Group, Ltd. | 2,204 | $35.0 萬 | 0.07% | +10.0% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,203 | $35.0 萬 | 0.05% | +3+0.1% | 加碼 |
| Groesbeck Investment Management Corp | 2,200 | $35.0 萬 | 0.68% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 2,197 | $34.9 萬 | 0.11% | −53−2.4% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 2,197 | $34.9 萬 | 0.05% | +124+6.0% | 加碼 |
| Eagle Strategies LLC | 2,196 | $34.9 萬 | 0.05% | +12+0.5% | 加碼 |
| Binnacle Investments Inc | 2,193 | $34.9 萬 | 0.21% | +130+6.3% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 2,189 | $34.8 萬 | 0.05% | +2+0.1% | 加碼 |
| BancorpSouth Bank | 2,183 | $34.7 萬 | 0.02% | +64+3.0% | 加碼 |
| Legacy Advisors, LLC | 2,184 | $34.7 萬 | 0.04% | +2,184 | 新進 |
| CWS Financial Advisors, LLC | 2,182 | $34.7 萬 | 0.10% | +100+4.8% | 加碼 |
| Edgestream Partners, L.P. | 2,175 | $34.6 萬 | 0.01% | −72,943−97.1% | 減碼 |
| QTR Family Wealth, LLC | 2,168 | $34.5 萬 | 0.16% | +309+16.6% | 加碼 |
| Bangor Savings Bank | 2,167 | $34.4 萬 | 0.03% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 2,167 | $34.4 萬 | 0.24% | 00.0% | 不變 |
| Brucke Financial, Inc. | 2,095 | $34.4 萬 | 0.20% | +183+9.6% | 加碼 |
| Sunflower Bank, N.A. | 2,161 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 2,157 | $34.3 萬 | 0.03% | −226−9.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 2,153 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 2,150 | $34.2 萬 | 0.27% | −2,950−57.8% | 減碼 |
| Proficio Capital Partners LLC | 2,148 | $34.1 萬 | 0.02% | −6,379−74.8% | 減碼 |
| Canvas Wealth Advisors, LLC | 2,165 | $34.1 萬 | 0.06% | +19+0.9% | 加碼 |
| Macroview Investment Management LLC | 2,146 | $34.1 萬 | 0.26% | +8+0.4% | 加碼 |
| WealthShield Partners, LLC | 2,145 | $34.1 萬 | 0.04% | −10.0% | 減碼 |
| Beacon Financial Advisory LLC | 2,143 | $34.1 萬 | 0.08% | +89+4.3% | 加碼 |
| Everett Harris & Co | 2,134 | $33.9 萬 | 0.00% | 00.0% | 不變 |