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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 17,414 | $276.8 萬 | 0.04% | +353+2.1% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $275.4 萬 | 0.09% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 17,252 | $274.2 萬 | 0.17% | −127−0.7% | 減碼 |
| Smartleaf Asset Management LLC | 16,973 | $273.5 萬 | 0.17% | +5,203+44.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 17,207 | $273.5 萬 | 0.03% | −198−1.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 17,171 | $273.0 萬 | 0.40% | −14−0.1% | 減碼 |
| Intrust Bank NA | 17,169 | $272.9 萬 | 0.23% | −776−4.3% | 減碼 |
| Atlas Legacy Advisors, LLC | 17,161 | $272.8 萬 | 0.53% | +7,785+83.0% | 加碼 |
| Quantbot Technologies LP | 17,098 | $271.8 萬 | 0.07% | −17,553−50.7% | 減碼 |
| Valeo Financial Advisors, LLC | 17,075 | $271.4 萬 | 0.06% | −1,513−8.1% | 減碼 |
| Oak Asset Management, LLC | 16,928 | $269.1 萬 | 0.92% | −650−3.7% | 減碼 |
| Altman Advisors, Inc. | 16,908 | $268.8 萬 | 1.03% | −115−0.7% | 減碼 |
| Brown Financial Advisors | 16,907 | $268.7 萬 | 0.99% | −155−0.9% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 16,851 | $267.9 萬 | 0.05% | +9,706+135.8% | 加碼 |
| Institute for Wealth Management, LLC. | 16,846 | $267.8 萬 | 0.28% | −259−1.5% | 減碼 |
| NewEdge Wealth, LLC | 16,211 | $267.8 萬 | 0.04% | −1,241−7.1% | 減碼 |
| Arrow Financial Corp | 16,832 | $267.6 萬 | 0.27% | −130−0.8% | 減碼 |
| Freedom Day Solutions, LLC | 16,736 | $266.0 萬 | 0.72% | −708−4.1% | 減碼 |
| Crestwood Advisors Group LLC | 16,684 | $265.2 萬 | 0.05% | +529+3.3% | 加碼 |
| King Luther Capital Management Corp | 16,647 | $264.6 萬 | 0.01% | −2,709−14.0% | 減碼 |
| Profund Advisors LLC | 16,608 | $264.0 萬 | 0.09% | +1,192+7.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $262.3 萬 | 0.04% | 00.0% | 不變 |
| Coastline Trust Co | 16,486 | $262.1 萬 | 0.28% | −175−1.1% | 減碼 |
| Somerset Trust Co | 16,460 | $261.6 萬 | 0.81% | +161+1.0% | 加碼 |
| IFC Advisors LLC | 16,350 | $259.9 萬 | 0.48% | +80.0% | 加碼 |
| Dynasty Wealth Management, LLC | 16,207 | $257.6 萬 | 0.03% | +4,280+35.9% | 加碼 |
| 1st Source Bank | 16,114 | $256.1 萬 | 0.14% | −37−0.2% | 減碼 |
| Charter Oak Capital Management, LLC | 16,086 | $255.7 萬 | 0.20% | +52+0.3% | 加碼 |
| LOM Asset Management Ltd | 16,044 | $255.0 萬 | 0.78% | +1,508+10.4% | 加碼 |
| Cherokee Insurance Co | 16,000 | $254.3 萬 | 1.09% | 00.0% | 不變 |
| Decatur Capital Management, Inc. | 15,995 | $254.3 萬 | 1.01% | −10.0% | 減碼 |
| Cookson Peirce & Co Inc | 15,936 | $253.3 萬 | 0.10% | −317−2.0% | 減碼 |
| Parkside Financial Bank & Trust | 15,850 | $252.0 萬 | 0.20% | +808+5.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 15,846 | $251.9 萬 | 0.05% | +316+2.0% | 加碼 |
| Fortis Capital Advisors, LLC | 15,810 | $251.3 萬 | 0.40% | +15,810 | 新進 |
| Centaurus Financial, Inc. | 15,795 | $251.1 萬 | 0.12% | +3,543+28.9% | 加碼 |
| Aspen Grove Capital, LLC | 15,764 | $250.6 萬 | 0.42% | −1,163−6.9% | 減碼 |
| White Pine Capital LLC | 15,652 | $248.8 萬 | 0.71% | −168−1.1% | 減碼 |
| Howland Capital Management LLC | 15,639 | $248.6 萬 | 0.09% | −435−2.7% | 減碼 |
| Checchi Capital Advisers, LLC | 15,605 | $248.1 萬 | 0.17% | −911−5.5% | 減碼 |
| Aft, Forsyth & Sober, LLC | 15,500 | $246.4 萬 | 0.76% | 00.0% | 不變 |
| Eisler Capital Management Ltd. | 15,254 | $246.1 萬 | 0.06% | +15,166+17,234.1% | 加碼 |
| NVWM, LLC | 15,415 | $245.0 萬 | 0.55% | −192−1.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 15,400 | $244.8 萬 | 0.37% | +15,400 | 新進 |
| A. D. Beadell Investment Counsel, Inc. | 15,396 | $244.7 萬 | 1.67% | −350−2.2% | 減碼 |
| Heritage Trust Co | 15,390 | $244.6 萬 | 0.26% | +950+6.6% | 加碼 |
| Myriad Asset Management US LP | 15,343 | $243.9 萬 | 1.33% | +15,343 | 新進 |
| Pitcairn Co | 15,327 | $243.6 萬 | 0.19% | −4,630−23.2% | 減碼 |
| Huntleigh Advisors, Inc. | 15,325 | $243.6 萬 | 0.42% | +1,238+8.8% | 加碼 |
| New England Research & Management, Inc. | 15,275 | $242.8 萬 | 1.12% | −244−1.6% | 減碼 |
| Umpqua Bank | 14,892 | $242.2 萬 | 0.68% | +451+3.1% | 加碼 |
| IPG Investment Advisors LLC | 15,216 | $241.9 萬 | 0.43% | +414+2.8% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 15,205 | $241.7 萬 | 2.36% | +195+1.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,184 | $241.4 萬 | 0.19% | +95+0.6% | 加碼 |
| Ronald Blue Trust, Inc. | 15,181 | $241.3 萬 | 0.03% | +71+0.5% | 加碼 |
| Wolff Wiese Magana LLC | 15,152 | $240.9 萬 | 1.36% | −54−0.4% | 減碼 |
| Snowden Capital Advisors LLC | 15,114 | $240.2 萬 | 0.07% | +673+4.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 15,094 | $239.9 萬 | 0.07% | −19,483−56.3% | 減碼 |
| Matrix Trust Co | 15,094 | $239.9 萬 | 0.38% | −1,148−7.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 15,002 | $238.5 萬 | 0.09% | −233−1.5% | 減碼 |
| Evoke Wealth, LLC | 14,990 | $238.3 萬 | 0.05% | +4,235+39.4% | 加碼 |
| Insigneo Advisory Services, LLC | 14,976 | $238.1 萬 | 0.17% | −135−0.9% | 減碼 |
| Trust Investment Advisors | 14,955 | $237.7 萬 | 1.34% | +130+0.9% | 加碼 |
| Mystic Asset Management, Inc. | 14,910 | $237.0 萬 | 0.54% | −11−0.1% | 減碼 |
| Avestar Capital, LLC | 14,908 | $237.0 萬 | 0.17% | −4,804−24.4% | 減碼 |
| Waterfront Wealth Inc. | 14,882 | $235.8 萬 | 0.48% | +108+0.7% | 加碼 |
| AMG National Trust Bank | 14,800 | $235.3 萬 | 0.06% | −652−4.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 14,750 | $234.5 萬 | 0.12% | −406−2.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 14,858 | $234.2 萬 | 0.29% | −673−4.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 14,695 | $233.6 萬 | 0.03% | −325−2.2% | 減碼 |
| Interchange Capital Partners, LLC | 14,695 | $233.5 萬 | 0.46% | +1,943+15.2% | 加碼 |
| Northcape Wealth Management, LLC | 14,647 | $232.8 萬 | 0.68% | 00.0% | 不變 |
| Prospera Financial Services Inc | 14,566 | $231.6 萬 | 0.04% | −10,521−41.9% | 減碼 |
| TLWM | 14,546 | $231.2 萬 | 0.42% | +755+5.5% | 加碼 |
| Courier Capital LLC | 14,372 | $228.5 萬 | 0.13% | −71−0.5% | 減碼 |
| Trust Asset Management LLC | 14,311 | $227.5 萬 | 0.16% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 13,878 | $227.1 萬 | 0.08% | −2,270−14.1% | 減碼 |
| XTX Topco Ltd | 14,240 | $226.4 萬 | 0.12% | −1,615−10.2% | 減碼 |
| Diligent Investors, LLC | 14,220 | $226.0 萬 | 0.57% | +70.0% | 加碼 |
| LS Investment Advisors, LLC | 14,165 | $225.2 萬 | 0.32% | −735−4.9% | 減碼 |
| Compton Wealth Advisory Group, LLC | 14,125 | $224.5 萬 | 0.52% | +50.0% | 加碼 |
| Chesapeake Wealth Management | 14,089 | $224.0 萬 | 0.68% | +23+0.2% | 加碼 |
| Northstar Advisory Group, LLC | 14,062 | $223.5 萬 | 0.91% | +11,394+427.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 14,044 | $223.2 萬 | 0.34% | −2,657−15.9% | 減碼 |
| Trust Co of Vermont | 14,039 | $223.2 萬 | 0.10% | −262−1.8% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 14,024 | $222.9 萬 | 0.06% | −235−1.6% | 減碼 |
| TownSquare Capital, LLC | 13,973 | $222.1 萬 | 0.34% | −4,213−23.2% | 減碼 |
| Wedmont Private Capital | 14,238 | $222.1 萬 | 0.08% | +714+5.3% | 加碼 |
| Tocqueville Asset Management L.P. | 13,890 | $220.8 萬 | 0.03% | 00.0% | 不變 |
| Norden Group LLC | 13,849 | $220.1 萬 | 0.22% | +372+2.8% | 加碼 |
| Quadcap Wealth Management, LLC | 13,739 | $218.4 萬 | 0.26% | −221−1.6% | 減碼 |
| Quent Capital, LLC | 13,701 | $217.8 萬 | 0.18% | +107+0.8% | 加碼 |
| Aventura Private Wealth, LLC | 13,583 | $215.9 萬 | 0.80% | −177−1.3% | 減碼 |
| Vanguard Capital Wealth Advisors | 13,561 | $215.6 萬 | 1.72% | +850+6.7% | 加碼 |
| Systematic Financial Management LP | 13,500 | $214.6 萬 | 0.05% | 00.0% | 不變 |
| AlTi Global, Inc. | 13,494 | $214.5 萬 | 0.05% | +302+2.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 13,479 | $214.3 萬 | 0.01% | +203+1.5% | 加碼 |
| NBT Bank N A | 13,496 | $213.6 萬 | 0.14% | −10.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 13,366 | $212.5 萬 | 0.16% | +252+1.9% | 加碼 |
| Great Diamond Partners, LLC | 13,273 | $211.0 萬 | 0.41% | −88−0.7% | 減碼 |