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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 178,998 | $2,845 萬 | 0.21% | +30,765+20.8% | 加碼 |
| Vontobel Holding Ltd. | 178,423 | $2,836 萬 | 0.09% | −135,153−43.1% | 減碼 |
| New York Life Investment Management LLC | 176,957 | $2,813 萬 | 0.25% | −7,790−4.2% | 減碼 |
| Picton Mahoney Asset Management | 175,441 | $2,789 萬 | 0.36% | −187−0.1% | 減碼 |
| British Columbia Investment Management Corp | 172,560 | $2,743 萬 | 0.16% | −18,021−9.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 172,114 | $2,736 萬 | 0.22% | +382+0.2% | 加碼 |
| Lazard Asset Management LLC | 171,557 | $2,727 萬 | 0.04% | +27,980+19.5% | 加碼 |
| Fred Alger Management, LLC | 170,684 | $2,713 萬 | 0.11% | −5,639−3.2% | 減碼 |
| Vestor Capital, LLC | 170,623 | $2,712 萬 | 1.74% | +169,238+12,219.4% | 加碼 |
| Xponance, Inc. | 170,124 | $2,704 萬 | 0.21% | −8,810−4.9% | 減碼 |
| Tredje AP-fonden | 167,762 | $2,667 萬 | 0.21% | +167,762 | 新進 |
| Interval Partners, LP | 166,986 | $2,654 萬 | 0.57% | +97,038+138.7% | 加碼 |
| CIBC Bancorp USA Inc. | 166,854 | $2,652 萬 | 0.16% | +166,854 | 新進 |
| Umb Bank N A | 166,345 | $2,644 萬 | 0.39% | −6,709−3.9% | 減碼 |
| Brown Advisory Inc | 166,119 | $2,641 萬 | 0.03% | +1,188+0.7% | 加碼 |
| SCS Capital Management LLC | 165,004 | $2,623 萬 | 0.29% | −1,442−0.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 164,861 | $2,621 萬 | 0.77% | +164,861 | 新進 |
| Sanctuary Advisors, LLC | 163,573 | $2,600 萬 | 0.15% | +5,875+3.7% | 加碼 |
| Abner Herrman & Brock LLC | 163,509 | $2,599 萬 | 2.68% | +83+0.1% | 加碼 |
| Midwest Trust Co | 162,699 | $2,586 萬 | 0.34% | +25,217+18.3% | 加碼 |
| TCG Advisory Services, LLC | 162,571 | $2,584 萬 | 0.95% | −19,748−10.8% | 減碼 |
| MAI Capital Management | 161,946 | $2,574 萬 | 0.16% | −688−0.4% | 減碼 |
| Assetmark, Inc | 161,249 | $2,563 萬 | 0.05% | −8,157−4.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 161,430 | $2,563 萬 | 0.20% | −9,914−5.8% | 減碼 |
| Woodline Partners LP | 160,338 | $2,549 萬 | 0.12% | +26,718+20.0% | 加碼 |
| Captrust Financial Advisors | 160,232 | $2,547 萬 | 0.05% | −8,198−4.9% | 減碼 |
| Copeland Capital Management, LLC | 159,764 | $2,540 萬 | 0.53% | −7,767−4.6% | 減碼 |
| Pittenger & Anderson Inc | 159,295 | $2,532 萬 | 0.93% | −520.0% | 減碼 |
| Wealthfront Advisers LLC | 157,575 | $2,505 萬 | 0.06% | +5,876+3.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 157,342 | $2,501 萬 | 0.30% | −854−0.5% | 減碼 |
| Yousif Capital Management, LLC | 155,781 | $2,476 萬 | 0.26% | −11,119−6.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 154,792 | $2,461 萬 | 0.32% | +8,689+5.9% | 加碼 |
| GWM Advisors LLC | 154,394 | $2,454 萬 | 0.11% | +4,410+2.9% | 加碼 |
| Argent Trust Co | 154,248 | $2,452 萬 | 0.87% | +14,943+10.7% | 加碼 |
| Bridger Management, LLC | 153,693 | $2,443 萬 | 13.16% | 00.0% | 不變 |
| NEOS Investment Management LLC | 153,143 | $2,434 萬 | 0.18% | +50,181+48.7% | 加碼 |
| Appleton Partners Inc | 152,933 | $2,431 萬 | 1.63% | −1,973−1.3% | 減碼 |
| Blair William & Co | 152,618 | $2,426 萬 | 0.06% | −1,045−0.7% | 減碼 |
| Mutual of America Capital Management LLC | 152,129 | $2,418 萬 | 0.25% | −10,744−6.6% | 減碼 |
| Wesbanco Bank Inc | 149,756 | $2,381 萬 | 0.66% | −8,751−5.5% | 減碼 |
| Nissay Asset Management Corp | 149,496 | $2,376 萬 | 0.13% | +214+0.1% | 加碼 |
| Tiaa Trust, National Association | 147,251 | $2,341 萬 | 0.06% | +1,457+1.0% | 加碼 |
| NFJ Investment Group, LLC | 144,003 | $2,289 萬 | 0.79% | −20,566−12.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 143,779 | $2,286 萬 | 0.57% | +28,922+25.2% | 加碼 |
| Glenmede Investment Management, LP | 143,625 | $2,283 萬 | 0.11% | −1,530−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 142,835 | $2,271 萬 | 0.06% | −18,259−11.3% | 減碼 |
| Telos Capital Management, Inc. | 141,233 | $2,245 萬 | 2.15% | −2,139−1.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 140,876 | $2,239 萬 | 0.04% | −17,332−11.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 138,741 | $2,205 萬 | 0.29% | +31,906+29.9% | 加碼 |
| Ieq Capital, LLC | 137,427 | $2,185 萬 | 0.07% | +63,795+86.6% | 加碼 |
| Connors Investor Services Inc | 135,766 | $2,158 萬 | 1.84% | −36,671−21.3% | 減碼 |
| FineMark National Bank & Trust | 134,715 | $2,141 萬 | 0.70% | −4,014−2.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 135,585 | $2,127 萬 | 0.03% | +17,469+14.8% | 加碼 |
| OP Asset Management Ltd | 132,196 | $2,101 萬 | 0.28% | +2,361+1.8% | 加碼 |
| Nexus Investment Management ULC | 132,027 | $2,099 萬 | 2.98% | −9,674−6.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 131,667 | $2,093 萬 | 0.01% | +915+0.7% | 加碼 |
| State of Alaska, Department of Revenue | 130,562 | $2,075 萬 | 0.21% | −8,262−6.0% | 減碼 |
| RMB Capital Management, LLC | 129,806 | $2,063 萬 | 0.38% | −25,803−16.6% | 減碼 |
| Oak Harvest Investment Services | 128,216 | $2,038 萬 | 2.38% | −2,794−2.1% | 減碼 |
| CWM, LLC | 127,727 | $2,030 萬 | 0.06% | +9,199+7.8% | 加碼 |
| Capital Analysts, LLC | 126,721 | $2,014 萬 | 0.59% | +2,918+2.4% | 加碼 |
| ARS Investment Partners, LLC | 126,075 | $2,004 萬 | 1.32% | −4,435−3.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 125,314 | $1,992 萬 | 0.08% | +8,848+7.6% | 加碼 |
| Prudential PLC | 124,354 | $1,977 萬 | 0.15% | −19,691−13.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 124,216 | $1,975 萬 | 0.19% | −15,488−11.1% | 減碼 |
| Madison Asset Management, LLC | 123,193 | $1,958 萬 | 0.22% | −23,095−15.8% | 減碼 |
| Panagora Asset Management Inc | 122,339 | $1,945 萬 | 0.08% | −5,817−4.5% | 減碼 |
| Pacer Advisors, Inc. | 122,092 | $1,941 萬 | 0.05% | +2,453+2.1% | 加碼 |
| Generali Asset Management SPA SGR | 121,014 | $1,924 萬 | 0.41% | +3,706+3.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,285 | $1,880 萬 | 0.02% | −145,290−55.1% | 減碼 |
| Nixon Peabody Trust Co | 117,030 | $1,860 萬 | 1.36% | +310.0% | 加碼 |
| Abn Amro Investment Solutions | 113,504 | $1,804 萬 | 0.37% | +39,104+52.6% | 加碼 |
| Kestra Advisory Services, LLC | 113,132 | $1,798 萬 | 0.08% | +2,380+2.1% | 加碼 |
| Bokf, NA | 111,980 | $1,780 萬 | 0.27% | −4,065−3.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 111,409 | $1,771 萬 | 0.29% | −1,476−1.3% | 減碼 |
| BTC Capital Management, Inc. | 111,087 | $1,766 萬 | 1.22% | +2,056+1.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 110,867 | $1,752 萬 | 0.11% | +37,984+52.1% | 加碼 |
| Janney Capital Management LLC | 110,229 | $1,752 萬 | 1.09% | −3,171−2.8% | 減碼 |
| Lyell Wealth Management, LP | 108,798 | $1,729 萬 | 1.28% | +518+0.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 108,383 | $1,723 萬 | 0.06% | −13,577−11.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 108,290 | $1,721 萬 | 0.15% | −8,454−7.2% | 減碼 |
| Point72 Europe (London) LLP | 107,016 | $1,701 萬 | 0.92% | +104,916+4,996.0% | 加碼 |
| Haverford Trust Co | 106,697 | $1,696 萬 | 0.15% | +4,073+4.0% | 加碼 |
| Level Four Advisory Services, LLC | 103,886 | $1,651 萬 | 0.57% | −3,628−3.4% | 減碼 |
| Illinois Municipal Retirement Fund | 103,800 | $1,650 萬 | 0.21% | +6,025+6.2% | 加碼 |
| New Republic Capital, LLC | 102,674 | $1,632 萬 | 5.00% | +105+0.1% | 加碼 |
| GW Henssler & Associates Ltd | 102,113 | $1,623 萬 | 0.81% | −1,372−1.3% | 減碼 |
| Viking Fund Management LLC | 102,000 | $1,621 萬 | 1.96% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 101,602 | $1,615 萬 | 0.37% | +765+0.8% | 加碼 |
| Covea Finance | 100,200 | $1,593 萬 | 0.56% | +51,700+106.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 99,255 | $1,578 萬 | 0.09% | +4,247+4.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 98,816 | $1,571 萬 | 0.14% | +16,471+20.0% | 加碼 |
| Howe & Rusling Inc | 97,221 | $1,545 萬 | 1.06% | +1,436+1.5% | 加碼 |
| Baxter Bros Inc | 96,778 | $1,538 萬 | 1.78% | +1,114+1.2% | 加碼 |
| Cornerstone Advisors, LLC | 95,200 | $1,513 萬 | 0.50% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 94,803 | $1,507 萬 | 1.01% | −3,683−3.7% | 減碼 |
| Jain Global LLC | 94,433 | $1,501 萬 | 0.20% | +94,433 | 新進 |
| Walleye Capital LLC | 94,086 | $1,496 萬 | 0.12% | +44,024+87.9% | 加碼 |
| Huntington National Bank | 93,954 | $1,493 萬 | 0.09% | +38,499+69.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 92,833 | $1,476 萬 | 0.82% | −3,216−3.3% | 減碼 |