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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 34,617 | $550.3 萬 | 0.02% | +28,863+501.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 34,508 | $548.5 萬 | 0.07% | +732+2.2% | 加碼 |
| Carret Asset Management, LLC | 34,464 | $547.8 萬 | 0.53% | −450−1.3% | 減碼 |
| Financial Advisory Partners, LLC | 34,464 | $547.8 萬 | 1.60% | −401−1.2% | 減碼 |
| Plato Investment Management Ltd | 34,595 | $545.7 萬 | 0.37% | +1,735+5.3% | 加碼 |
| Cullinan Associates Inc | 34,150 | $542.8 萬 | 0.35% | −6,322−15.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 34,100 | $542.1 萬 | 0.06% | +350+1.0% | 加碼 |
| RNC Capital Management LLC | 34,081 | $541.7 萬 | 0.25% | −369−1.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 34,072 | $541.7 萬 | 0.11% | +34,072 | 新進 |
| Sterling Capital Management LLC | 33,978 | $540.1 萬 | 0.08% | −1,469−4.1% | 減碼 |
| Simon Quick Advisors, LLC | 33,950 | $539.7 萬 | 0.24% | −4,082−10.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 33,897 | $538.8 萬 | 0.16% | +148+0.4% | 加碼 |
| Core Alternative Capital | 33,819 | $537.6 萬 | 1.56% | −5,771−14.6% | 減碼 |
| Northwest Bancshares, Inc. | 33,764 | $536.7 萬 | 0.89% | −1,559−4.4% | 減碼 |
| New Age Alpha Advisors, LLC | 33,688 | $535.5 萬 | 0.23% | −658−1.9% | 減碼 |
| Perigon Wealth Management, LLC | 33,270 | $528.9 萬 | 0.11% | +1,869+6.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 33,262 | $528.7 萬 | 0.10% | +9,692+41.1% | 加碼 |
| Brasada Capital Management, LP | 33,992 | $527.9 萬 | 0.90% | +1,007+3.1% | 加碼 |
| Forum Financial Management, LP | 33,094 | $526.1 萬 | 0.07% | +2,054+6.6% | 加碼 |
| Change Path, LLC | 33,001 | $524.6 萬 | 0.13% | +7,635+30.1% | 加碼 |
| Ibex Wealth Advisors | 32,906 | $523.1 萬 | 0.50% | +23,625+254.6% | 加碼 |
| Union Heritage Capital, LLC | 32,814 | $521.6 萬 | 1.69% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 32,804 | $521.5 萬 | 0.04% | +1,362+4.3% | 加碼 |
| First National Bank of Omaha | 32,768 | $520.9 萬 | 0.33% | −1,525−4.4% | 減碼 |
| First National Advisers, LLC | 32,539 | $517.2 萬 | 0.70% | +714+2.2% | 加碼 |
| Amica Mutual Insurance Co | 32,301 | $513.5 萬 | 0.47% | −5,994−15.7% | 減碼 |
| Everence Capital Management Inc | 32,291 | $513.3 萬 | 0.31% | 00.0% | 不變 |
| Lincluden Management Ltd | 32,146 | $511.0 萬 | 0.57% | −240−0.7% | 減碼 |
| Scholtz & Company, LLC | 32,118 | $510.5 萬 | 2.24% | −1,842−5.4% | 減碼 |
| Cresset Asset Management, LLC | 32,018 | $509.0 萬 | 0.02% | +3,287+11.4% | 加碼 |
| Sigma Planning Corp | 31,814 | $505.7 萬 | 0.14% | −876−2.7% | 減碼 |
| Advisory Services Network, LLC | 31,800 | $505.5 萬 | 0.07% | +1,630+5.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 31,774 | $505.1 萬 | 0.09% | −9,626−23.3% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 31,684 | $503.7 萬 | 2.58% | −243−0.8% | 減碼 |
| Moody National Bank Trust Division | 31,605 | $502.4 萬 | 0.42% | +981+3.2% | 加碼 |
| South State Corp. | 31,502 | $500.8 萬 | 0.23% | −1,440−4.4% | 減碼 |
| Polar Asset Management Partners Inc. | 31,400 | $499.1 萬 | 0.10% | +23,800+313.2% | 加碼 |
| Rokos Capital Management LLP | 31,392 | $499.0 萬 | 0.06% | −1,199,074−97.4% | 減碼 |
| Mattson Financial Services, LLC | 31,351 | $498.4 萬 | 1.19% | −92−0.3% | 減碼 |
| Weiss Asset Management LP | 31,136 | $494.9 萬 | 0.07% | +31,136 | 新進 |
| Sculati Wealth Management, LLC | 30,978 | $492.4 萬 | 1.74% | −194−0.6% | 減碼 |
| Sowell Financial Services LLC | 30,854 | $490.5 萬 | 0.19% | +9,619+45.3% | 加碼 |
| Salem Investment Counselors Inc | 30,591 | $486.3 萬 | 0.14% | +307+1.0% | 加碼 |
| Central Trust Co | 30,577 | $486.1 萬 | 0.10% | −484−1.6% | 減碼 |
| Dana Investment Advisors, Inc. | 30,454 | $484.1 萬 | 0.14% | −4,172−12.0% | 減碼 |
| GAMMA Investing LLC | 30,444 | $483.9 萬 | 0.27% | +2,123+7.5% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $481.8 萬 | 0.32% | −891−2.9% | 減碼 |
| Patten & Patten Inc | 30,158 | $479.4 萬 | 0.28% | −478−1.6% | 減碼 |
| Gifford Fong Associates | 30,000 | $476.9 萬 | 1.00% | 00.0% | 不變 |
| Adell Harriman & Carpenter Inc | 29,941 | $476.0 萬 | 0.29% | −3,363−10.1% | 減碼 |
| Fidelis Capital Partners, LLC | 29,845 | $474.4 萬 | 0.37% | +364+1.2% | 加碼 |
| AustralianSuper Pty Ltd | 29,718 | $472.4 萬 | 0.02% | +1,238+4.3% | 加碼 |
| CoreCap Advisors, LLC | 29,597 | $470.5 萬 | 0.17% | +26,914+1,003.1% | 加碼 |
| Quest Partners LLC | 29,568 | $470.0 萬 | 0.31% | +23,599+395.4% | 加碼 |
| HCR Wealth Advisors | 30,250 | $469.8 萬 | 0.49% | +570+1.9% | 加碼 |
| New Millennium Group LLC | 29,390 | $467.2 萬 | 2.14% | +29,361+101,244.8% | 加碼 |
| StoneX Group Inc. | 29,266 | $465.2 萬 | 0.20% | −7,014−19.3% | 減碼 |
| Capital International Ltd | 29,070 | $462.1 萬 | 0.17% | −353−1.2% | 減碼 |
| Americana Partners, LLC | 29,052 | $461.8 萬 | 0.14% | −3,271−10.1% | 減碼 |
| Bleakley Financial Group, LLC | 29,020 | $461.3 萬 | 0.11% | −1,423−4.7% | 減碼 |
| Summit Trail Advisors, LLC | 28,407 | $451.6 萬 | 0.06% | +4,840+20.5% | 加碼 |
| Alerus Financial NA | 28,287 | $449.7 萬 | 0.23% | +219+0.8% | 加碼 |
| Stephens Inc | 28,253 | $449.1 萬 | 0.06% | −809−2.8% | 減碼 |
| Greenleaf Trust | 27,871 | $443.0 萬 | 0.04% | −844−2.9% | 減碼 |
| Meeder Advisory Services, Inc. | 27,765 | $441.3 萬 | 0.21% | +764+2.8% | 加碼 |
| Integrated Wealth Concepts LLC | 27,758 | $441.2 萬 | 0.04% | +369+1.3% | 加碼 |
| Financial Advisory Service, Inc. | 27,754 | $441.2 萬 | 0.30% | +1,173+4.4% | 加碼 |
| Mirabaud & Cie SA | 27,747 | $441.1 萬 | 1.40% | +415+1.5% | 加碼 |
| Hodges Capital Management Inc. | 27,351 | $434.8 萬 | 0.37% | −120.0% | 減碼 |
| Meyer Handelman Co | 27,338 | $434.6 萬 | 0.14% | 00.0% | 不變 |
| Glass Wealth Management Co LLC | 27,326 | $434.4 萬 | 1.94% | +2,990+12.3% | 加碼 |
| Signaturefd, LLC | 27,324 | $434.3 萬 | 0.07% | +364+1.4% | 加碼 |
| Trilogy Capital Inc. | 27,319 | $434.3 萬 | 0.20% | −672−2.4% | 減碼 |
| TD Private Client Wealth LLC | 27,174 | $432.0 萬 | 0.10% | −10,971−28.8% | 減碼 |
| K.J. Harrison & Partners Inc | 27,709 | $430.3 萬 | 0.62% | −5,200−15.8% | 減碼 |
| Triglav Skladi, D.O.O. | 26,977 | $428.7 萬 | 0.28% | +7,465+38.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $425.9 萬 | 0.04% | 00.0% | 不變 |
| Benjamin Edwards Inc | 26,615 | $423.1 萬 | 0.05% | +505+1.9% | 加碼 |
| Truvestments Capital LLC | 26,508 | $421.4 萬 | 0.76% | −7,305−21.6% | 減碼 |
| Dimension Capital Management LLC | 26,270 | $417.6 萬 | 0.61% | 00.0% | 不變 |
| Next Level Private LLC | 26,348 | $416.5 萬 | 1.21% | +94+0.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 26,176 | $416.1 萬 | 0.29% | +19,182+274.3% | 加碼 |
| National Asset Management, Inc. | 25,931 | $412.2 萬 | 0.20% | −1,046−3.9% | 減碼 |
| Palisade Asset Management, LLC | 25,867 | $411.2 萬 | 0.38% | +90.0% | 加碼 |
| Smith, Salley & Associates | 25,745 | $409.2 萬 | 0.21% | +4,375+20.5% | 加碼 |
| Callan Family Office, LLC | 25,731 | $409.0 萬 | 0.13% | −2,868−10.0% | 減碼 |
| J. Safra Sarasin Holding AG | 25,629 | $407.4 萬 | 0.07% | +1,128+4.6% | 加碼 |
| Capital Asset Advisory Services LLC | 25,618 | $407.2 萬 | 0.18% | +1,158+4.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 25,553 | $406.2 萬 | 0.32% | +682+2.7% | 加碼 |
| Global Retirement Partners, LLC | 25,482 | $405.1 萬 | 0.09% | +1,833+7.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 25,389 | $403.6 萬 | 0.05% | +2,458+10.7% | 加碼 |
| Trust Co of Toledo NA | 25,294 | $402.1 萬 | 0.40% | +236+0.9% | 加碼 |
| Culbertson A N & Co Inc | 25,223 | $400.9 萬 | 0.57% | +100+0.4% | 加碼 |
| Griffin Asset Management, Inc. | 25,192 | $400.5 萬 | 0.45% | +569+2.3% | 加碼 |
| Community Trust & Investment Co | 25,155 | $399.9 萬 | 0.22% | −799−3.1% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 25,147 | $399.7 萬 | 0.39% | +1,900+8.2% | 加碼 |
| Franklin Street Advisors Inc | 25,000 | $397.4 萬 | 0.23% | 00.0% | 不變 |
| Rossmore Private Capital | 24,971 | $396.9 萬 | 0.43% | +602+2.5% | 加碼 |
| Burney Co | 24,893 | $395.7 萬 | 0.13% | +398+1.6% | 加碼 |
| Stolper Co | 24,832 | $394.7 萬 | 1.20% | +52+0.2% | 加碼 |