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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 322,836 | $5,132 萬 | 1.09% | +14,968+4.9% | 加碼 |
| Janney Montgomery Scott LLC | 313,453 | $4,983 萬 | 0.12% | −14,178−4.3% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 312,949 | $4,975 萬 | 2.48% | −4,296−1.4% | 減碼 |
| Groupama Asset Managment | 309,042 | $4,913 萬 | 0.72% | +26,754+9.5% | 加碼 |
| Czech National Bank | 308,132 | $4,898 萬 | 0.34% | +6,175+2.0% | 加碼 |
| Baird Financial Group, Inc. | 306,804 | $4,877 萬 | 0.08% | −680−0.2% | 減碼 |
| Point72 Asset Management, L.P. | 306,460 | $4,871 萬 | 0.11% | +264,292+626.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 302,721 | $4,812 萬 | 0.26% | −5,225−1.7% | 減碼 |
| Capitolis Liquid Global Markets LLC | 302,000 | $4,801 萬 | 0.38% | −558,000−64.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 301,124 | $4,787 萬 | 0.08% | +6,215+2.1% | 加碼 |
| Comerica Bank | 300,424 | $4,776 萬 | 0.18% | −42,494−12.4% | 減碼 |
| GW&K Investment Management, LLC | 300,206 | $4,772 萬 | 0.42% | −5,082−1.7% | 減碼 |
| MetLife Investment Management | 299,995 | $4,769 萬 | 0.23% | −13,377−4.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 299,568 | $4,762 萬 | 2.00% | −17,574−5.5% | 減碼 |
| ABN AMRO Bank N.V. | 296,764 | $4,748 萬 | 0.47% | +252,435+569.5% | 加碼 |
| DJE Kapital AG | 331,071 | $4,665 萬 | 1.14% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 292,383 | $4,648 萬 | 0.19% | −3,565−1.2% | 減碼 |
| Chilton Capital Management LLC | 292,178 | $4,644 萬 | 1.56% | −171,630−37.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 291,337 | $4,631 萬 | 0.23% | −11,633−3.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 289,926 | $4,609 萬 | 0.97% | +1,862+0.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 288,578 | $4,587 萬 | 0.50% | −4,016−1.4% | 減碼 |
| Foundations Investment Advisors, LLC | 286,574 | $4,555 萬 | 0.66% | +21,702+8.2% | 加碼 |
| Bank of Nova Scotia | 285,327 | $4,536 萬 | 0.08% | −324,955−53.2% | 減碼 |
| Capital Fund Management S.A. | 279,238 | $4,439 萬 | 0.44% | −105,518−27.4% | 減碼 |
| Edgar Lomax Co | 278,510 | $4,427 萬 | 3.47% | −81,165−22.6% | 減碼 |
| Advisor Group Holdings, Inc. | 280,286 | $4,393 萬 | 0.06% | +22,061+8.5% | 加碼 |
| Agf Management Ltd | 274,270 | $4,360 萬 | 0.19% | −111,606−28.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 273,173 | $4,342 萬 | 0.26% | +23,633+9.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 268,413 | $4,268 萬 | 0.17% | −7,058−2.6% | 減碼 |
| Matrix Asset Advisors Inc | 268,428 | $4,267 萬 | 3.96% | −1,087−0.4% | 減碼 |
| Capital International Inc | 267,857 | $4,258 萬 | 0.34% | +57,404+27.3% | 加碼 |
| Achmea Investment Management B.V. | 265,884 | $4,227 萬 | 0.53% | +99,736+60.0% | 加碼 |
| Blue Chip Partners, Inc. | 262,989 | $4,180 萬 | 3.13% | −5,870−2.2% | 減碼 |
| Public Sector Pension Investment Board | 261,611 | $4,159 萬 | 0.15% | +7,355+2.9% | 加碼 |
| Moody Lynn & Lieberson, LLC | 261,572 | $4,158 萬 | 2.24% | +8,696+3.4% | 加碼 |
| Forsta Ap-Fonden | 259,563 | $4,126 萬 | 0.24% | +1000.0% | 加碼 |
| Bollard Group LLC | 259,424 | $4,124 萬 | 1.02% | +13,541+5.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 259,311 | $4,122 萬 | 0.25% | +59,093+29.5% | 加碼 |
| Samlyn Capital, LLC | 254,572 | $4,047 萬 | 0.57% | +254,572 | 新進 |
| Cerity Partners LLC | 252,506 | $4,014 萬 | 0.07% | +15,175+6.4% | 加碼 |
| Lido Advisors, LLC | 252,369 | $4,012 萬 | 0.16% | +93,859+59.2% | 加碼 |
| Aptus Capital Advisors, LLC | 248,397 | $3,949 萬 | 0.36% | +13,446+5.7% | 加碼 |
| Erste Asset Management GmbH | 245,294 | $3,947 萬 | 0.38% | −1,915−0.8% | 減碼 |
| ProShare Advisors LLC | 243,924 | $3,877 萬 | 0.08% | −30,743−11.2% | 減碼 |
| Pacific Heights Asset Management LLC | 240,000 | $3,815 萬 | 1.69% | +30,000+14.3% | 加碼 |
| Keybank National Association | 239,714 | $3,810 萬 | 0.13% | −2,172−0.9% | 減碼 |
| IFM Investors Pty Ltd | 235,787 | $3,775 萬 | 0.33% | −1,648−0.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 237,400 | $3,774 萬 | 0.24% | +5,700+2.5% | 加碼 |
| Colony Group, LLC | 236,798 | $3,764 萬 | 0.06% | +3,915+1.7% | 加碼 |
| LGT Capital Partners Ltd. | 232,949 | $3,703 萬 | 1.80% | −94,018−28.8% | 減碼 |
| Heritage Investors Management Corp | 231,675 | $3,683 萬 | 1.10% | −14,440−5.9% | 減碼 |
| SG Americas Securities, LLC | 230,512 | $3,664 萬 | 0.13% | −116,661−33.6% | 減碼 |
| Amalgamated Bank | 228,396 | $3,631 萬 | 0.26% | −7,074−3.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 227,304 | $3,613 萬 | 0.14% | −25,306−10.0% | 減碼 |
| Boston Common Asset Management, LLC | 227,034 | $3,609 萬 | 1.01% | +1,025+0.5% | 加碼 |
| Empowered Funds, LLC | 226,442 | $3,600 萬 | 0.36% | +84,143+59.1% | 加碼 |
| Maple Capital Management, Inc. | 225,129 | $3,579 萬 | 2.35% | −11,032−4.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 223,984 | $3,560 萬 | 0.27% | −21,000−8.6% | 減碼 |
| First Manhattan Co | 223,764 | $3,557 萬 | 0.09% | +17,191+8.3% | 加碼 |
| Peapack Gladstone Financial Corp | 222,236 | $3,533 萬 | 0.46% | +24,365+12.3% | 加碼 |
| Conning Inc. | 220,103 | $3,499 萬 | 1.16% | −47,399−17.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 217,000 | $3,449 萬 | 0.52% | +21,151+10.8% | 加碼 |
| Chilton Investment Co LLC | 216,326 | $3,439 萬 | 0.70% | +4,213+2.0% | 加碼 |
| Perpetual Ltd | 215,631 | $3,428 萬 | 0.43% | +210,301+3,945.6% | 加碼 |
| Gabelli Funds LLC | 214,997 | $3,418 萬 | 0.23% | −4,440−2.0% | 減碼 |
| Varma Mutual Pension Insurance Co | 213,512 | $3,394 萬 | 0.22% | +38,400+21.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 209,554 | $3,331 萬 | 2.06% | 00.0% | 不變 |
| Credit Agricole S A | 208,122 | $3,308 萬 | 0.11% | +208,122 | 新進 |
| ExodusPoint Capital Management, LP | 208,080 | $3,308 萬 | 0.46% | −10,200−4.7% | 減碼 |
| QRG Capital Management, Inc. | 208,011 | $3,307 萬 | 0.40% | −72,116−25.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 207,170 | $3,293 萬 | 0.10% | +38,718+23.0% | 加碼 |
| Azora Capital LP | 205,630 | $3,269 萬 | 1.51% | +205,630 | 新進 |
| TD Waterhouse Canada Inc. | 208,121 | $3,268 萬 | 0.21% | −8,918−4.1% | 減碼 |
| Camden Capital, LLC | 203,804 | $3,240 萬 | 2.23% | +543+0.3% | 加碼 |
| USS Investment Management Ltd | 203,469 | $3,234 萬 | 0.16% | 00.0% | 不變 |
| HRT Financial LP | 199,780 | $3,176 萬 | 0.12% | +47,719+31.4% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 198,163 | $3,150 萬 | 4.58% | +589+0.3% | 加碼 |
| LVM Capital Management Ltd | 197,116 | $3,133 萬 | 3.01% | +1,750+0.9% | 加碼 |
| Hallmark Capital Management Inc | 195,498 | $3,108 萬 | 2.05% | −2,898−1.5% | 減碼 |
| Bailard, Inc. | 195,419 | $3,106 萬 | 0.67% | −18,411−8.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 194,533 | $3,092 萬 | 0.27% | +3,200+1.7% | 加碼 |
| Daiwa Securities Group Inc. | 192,753 | $3,064 萬 | 0.10% | +5,733+3.1% | 加碼 |
| Scotia Capital Inc. | 192,320 | $3,057 萬 | 0.13% | −8,441−4.2% | 減碼 |
| Hosking Partners LLP | 192,026 | $3,052 萬 | 1.10% | +900.0% | 加碼 |
| Payden & Rygel | 190,500 | $3,028 萬 | 2.55% | −200−0.1% | 減碼 |
| Jupiter Asset Management Ltd | 190,438 | $3,027 萬 | 0.26% | +99,328+109.0% | 加碼 |
| Mercer Global Advisors Inc | 190,372 | $3,026 萬 | 0.05% | +11,349+6.3% | 加碼 |
| Utah Retirement Systems | 190,224 | $3,024 萬 | 0.29% | +966+0.5% | 加碼 |
| JustInvest LLC | 186,334 | $2,963 萬 | 0.30% | +1,898+1.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 186,106 | $2,958 萬 | 0.24% | +10,577+6.0% | 加碼 |
| Ethic Inc. | 185,617 | $2,951 萬 | 0.49% | +1,235+0.7% | 加碼 |
| CIBC Asset Management Inc | 184,700 | $2,936 萬 | 0.09% | −10,261−5.3% | 減碼 |
| Harvest Portfolios Group Inc. | 183,902 | $2,923 萬 | 0.54% | −20,112−9.9% | 減碼 |
| Twin Tree Management, LP | 182,146 | $2,895 萬 | 1.35% | +72,397+66.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 181,954 | $2,892 萬 | 0.31% | +262+0.1% | 加碼 |
| Diamond Hill Capital Management Inc | 181,422 | $2,884 萬 | 0.14% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 181,400 | $2,884 萬 | 1.04% | +82,814+84.0% | 加碼 |
| Pathstone Holdings, LLC | 180,295 | $2,866 萬 | 0.11% | +269+0.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 183,670 | $2,865 萬 | 0.68% | +1,100+0.6% | 加碼 |
| Natixis | 179,352 | $2,851 萬 | 0.15% | +179,352 | 新進 |