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 4 季 13F 持有人
Morgan Stanley 在 2025/12/31 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
- 2,533
- 較 2025 年第 3 季 +318 家
- 持有股數
- 13.5 億
- 較 2025 年第 3 季 +1,719 萬 (+1.3%)
- 總市值
- $2,394 億
- 較 2025 年第 3 季 +$277.9 億 (+13.1%)
- 新進機構
- 398
- 另有 969 家加碼
- 清倉機構
- 80
- 另有 837 家減碼
另有 51 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | 2,514 | $2,181 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $669.4 億 | 100.00% | 00.0% | 不變 |
| Vanguard Group Inc | 119,718,100 | $212.5 億 | 0.31% | +1,361,940+1.2% | 加碼 |
| State Street Corp | 103,854,751 | $184.4 億 | 0.62% | +539,544+0.5% | 加碼 |
| BlackRock, Inc. | 95,248,897 | $169.1 億 | 0.29% | +1,580,688+1.7% | 加碼 |
| JPMorgan Chase & Co | 35,714,453 | $63.4 億 | 0.43% | −1,698,283−4.5% | 減碼 |
| Geode Capital Management, LLC | 27,070,557 | $47.9 億 | 0.30% | +534,708+2.0% | 加碼 |
| FMR LLC | 26,166,591 | $46.5 億 | 0.24% | +1,371,421+5.5% | 加碼 |
| Fisher Asset Management, LLC | 25,018,335 | $44.4 億 | 1.52% | +524,189+2.1% | 加碼 |
| Capital International Investors | 20,544,097 | $36.5 億 | 0.57% | −6,777,117−24.8% | 減碼 |
| Bank of America Corp | 16,239,143 | $28.8 億 | 0.21% | −602,956−3.6% | 減碼 |
| Wellington Management Group LLP | 15,852,651 | $28.1 億 | 0.49% | −2,880,247−15.4% | 減碼 |
| Capital Research Global Investors | 15,432,313 | $27.4 億 | 0.51% | −3,816,598−19.8% | 減碼 |
| Norges Bank | 15,415,129 | $27.4 億 | 0.29% | +15,415,129 | 新進 |
| Goldman Sachs Group Inc | 15,211,727 | $27.0 億 | 0.38% | +243,254+1.6% | 加碼 |
| Price T Rowe Associates Inc | 14,917,776 | $26.5 億 | 0.29% | +3,364,080+29.1% | 加碼 |
| Ameriprise Financial Inc | 14,181,661 | $25.2 億 | 0.57% | −78,989−0.6% | 減碼 |
| Northern Trust Corp | 12,814,113 | $22.7 億 | 0.29% | −149,299−1.2% | 減碼 |
| Massachusetts Financial Services Co | 12,458,302 | $22.1 億 | 0.71% | −998,912−7.4% | 減碼 |
| UBS Group AG | 10,642,269 | $18.9 億 | 0.37% | +309,411+3.0% | 加碼 |
| Schroder Investment Management Group | 10,302,528 | $18.3 億 | 1.39% | +590,457+6.1% | 加碼 |
| Charles Schwab Investment Management Inc | 9,857,800 | $17.5 億 | 0.27% | −823,173−7.7% | 減碼 |
| Bank of New York Mellon Corp | 9,371,513 | $16.6 億 | 0.29% | +712,595+8.2% | 加碼 |
| UBS Asset Management Americas Inc | 9,171,655 | $16.3 億 | 0.34% | +83,472+0.9% | 加碼 |
| Royal Bank of Canada | 9,034,773 | $16.0 億 | 0.28% | +1,235,992+15.8% | 加碼 |
| Franklin Resources Inc | 8,766,408 | $15.6 億 | 0.38% | −322,406−3.5% | 減碼 |
| Legal & General Group Plc | 8,261,749 | $14.7 億 | 0.33% | −149,586−1.8% | 減碼 |
| Invesco Ltd. | 7,194,677 | $12.8 億 | 0.12% | −1,888,903−20.8% | 減碼 |
| Dimensional Fund Advisors LP | 7,170,017 | $12.7 億 | 0.27% | −986,600−12.1% | 減碼 |
| Bank of Montreal | 6,638,226 | $11.8 億 | 0.48% | +225,829+3.5% | 加碼 |
| Amundi | 6,326,385 | $11.2 億 | 0.31% | +558,552+9.7% | 加碼 |
| Morgan Stanley | 6,094,734 | $10.8 億 | 0.06% | −55,464−0.9% | 減碼 |
| Nuveen, LLC | 5,413,255 | $9.61 億 | 0.25% | −246,753−4.4% | 減碼 |
| Citadel Advisors LLC | 5,162,394 | $9.16 億 | 0.62% | +1,674,173+48.0% | 加碼 |
| Wells Fargo & Company | 4,225,369 | $7.50 億 | 0.15% | +460,688+12.2% | 加碼 |
| Janus Henderson Group PLC | 4,176,949 | $7.42 億 | 0.33% | −612,377−12.8% | 減碼 |
| Deutsche Bank AG | 4,003,926 | $7.11 億 | 0.23% | −6,795−0.2% | 減碼 |
| Boston Partners | 3,807,048 | $6.77 億 | 0.70% | −223,919−5.6% | 減碼 |
| Axiom Investors LLC | 3,600,059 | $6.39 億 | 5.61% | −203,905−5.4% | 減碼 |
| Barclays PLC | 3,598,399 | $6.39 億 | 0.26% | −623,637−14.8% | 減碼 |
| Voya Investment Management LLC | 3,557,792 | $6.32 億 | 0.62% | +108,626+3.1% | 加碼 |
| HSBC Holdings PLC | 3,510,340 | $6.24 億 | 0.35% | +550,589+18.6% | 加碼 |
| Alliancebernstein L.P. | 3,204,090 | $5.69 億 | 0.18% | +700,598+28.0% | 加碼 |
| Principal Financial Group Inc | 3,149,329 | $5.59 億 | 0.29% | −498,498−13.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,898,081 | $5.14 億 | 0.33% | −369,559−11.3% | 減碼 |
| National Pension Service | 2,829,303 | $5.02 億 | 0.37% | +163,227+6.1% | 加碼 |
| Envestnet Asset Management Inc | 2,809,232 | $4.99 億 | 0.15% | −111,745−3.8% | 減碼 |
| Alphinity Investment Management Pty Ltd | 2,734,485 | $4.85 億 | 4.91% | −414,049−13.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,682,122 | $4.76 億 | 0.28% | −107,529−3.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,509,180 | $4.56 億 | 0.31% | +123,407+5.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,424,435 | $4.30 億 | 0.24% | −15,936−0.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,358,594 | $4.19 億 | 0.34% | −1,399,033−37.2% | 減碼 |
| Canada Pension Plan Investment Board | 2,308,502 | $4.10 億 | 0.27% | −27,278−1.2% | 減碼 |
| Lord, Abbett & Co. LLC | 2,298,004 | $4.08 億 | 1.25% | −9330.0% | 減碼 |
| Allianz Asset Management GmbH | 2,287,307 | $4.06 億 | 0.46% | +259,375+12.8% | 加碼 |
| Neuberger Berman Group LLC | 2,275,708 | $4.04 億 | 0.30% | −81,886−3.5% | 減碼 |
| Millennium Management LLC | 2,275,184 | $4.04 億 | 0.29% | −1,247,043−35.4% | 減碼 |
| Balyasny Asset Management LLC | 2,234,175 | $3.97 億 | 0.74% | +1,767,506+378.7% | 加碼 |
| FIL Ltd | 2,206,917 | $3.92 億 | 0.29% | +135,081+6.5% | 加碼 |
| Rhumbline Advisers | 2,184,870 | $3.88 億 | 0.31% | −54,669−2.4% | 減碼 |
| California Public Employees Retirement System | 2,135,228 | $3.79 億 | 0.22% | +69,910+3.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,009,091 | $3.57 億 | 1.31% | +133,595+7.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,955,992 | $3.47 億 | 0.50% | +629,600+47.5% | 加碼 |
| Raymond James Financial Inc | 1,952,638 | $3.47 億 | 0.11% | −61,801−3.1% | 減碼 |
| LPL Financial LLC | 1,929,475 | $3.43 億 | 0.09% | −14,213−0.7% | 減碼 |
| California State Teachers Retirement System | 1,850,246 | $3.28 億 | 0.33% | −6,435−0.3% | 減碼 |
| KBC Group NV | 1,811,371 | $3.22 億 | 0.73% | +35,289+2.0% | 加碼 |
| Prudential Financial Inc | 1,739,300 | $3.09 億 | 0.37% | +199,376+12.9% | 加碼 |
| Marshall Wace, LLP | 1,733,867 | $3.08 億 | 0.30% | −1,199,737−40.9% | 減碼 |
| Holocene Advisors, LP | 1,729,735 | $3.07 億 | 0.65% | +1,276,274+281.5% | 加碼 |
| Ensign Peak Advisors, Inc | 1,715,426 | $3.05 億 | 0.54% | −259,970−13.2% | 減碼 |
| Fayez Sarofim & Co | 1,668,931 | $2.96 億 | 0.71% | −134,942−7.5% | 減碼 |
| Stifel Financial Corp | 1,636,077 | $2.90 億 | 0.26% | +26,652+1.7% | 加碼 |
| New York State Common Retirement Fund | 1,556,555 | $2.76 億 | 0.37% | −13,700−0.9% | 減碼 |
| Fifth Third Bancorp | 1,533,317 | $2.72 億 | 0.86% | +1,881+0.1% | 加碼 |
| HighTower Advisors, LLC | 1,541,454 | $2.69 億 | 0.29% | +14,592+1.0% | 加碼 |
| Cullen Capital Management LLC | 1,504,927 | $2.67 億 | 2.92% | −57,665−3.7% | 減碼 |
| Citigroup Inc | 1,504,718 | $2.67 億 | 0.18% | −710,879−32.1% | 減碼 |
| Samlyn Capital, LLC | 1,493,069 | $2.65 億 | 4.23% | +1,238,497+486.5% | 加碼 |
| CI Private Wealth, LLC | 1,505,907 | $2.63 億 | 0.36% | +217,691+16.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,433,451 | $2.55 億 | 0.29% | +1,104,493+335.8% | 加碼 |
| Thrivent Financial for Lutherans | 1,406,495 | $2.50 億 | 0.44% | +1,348,683+2,332.9% | 加碼 |
| Hamlin Capital Management, LLC | 1,396,357 | $2.48 億 | 5.94% | −117,044−7.7% | 減碼 |
| Bessemer Group Inc | 1,367,726 | $2.43 億 | 0.37% | −51,875−3.7% | 減碼 |
| 1832 Asset Management L.P. | 1,300,524 | $2.31 億 | 0.29% | +300,233+30.0% | 加碼 |
| Focused Investors LLC | 1,258,950 | $2.24 億 | 7.12% | −42,550−3.3% | 減碼 |
| Evercore Wealth Management, LLC | 1,216,602 | $2.16 億 | 3.16% | −27,530−2.2% | 減碼 |
| Commerce Bank | 1,159,874 | $2.06 億 | 1.14% | −6,004−0.5% | 減碼 |
| Standard Life Aberdeen plc | 1,120,122 | $1.99 億 | 0.31% | −19,938−1.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,123,672 | $1.98 億 | 0.32% | +10,989+1.0% | 加碼 |
| Two Sigma Investments, LP | 1,116,813 | $1.98 億 | 0.30% | −118,156−9.6% | 減碼 |
| Jane Street Group, LLC | 1,113,961 | $1.98 億 | 0.23% | +778,251+231.8% | 加碼 |
| American Century Companies Inc | 1,101,293 | $1.96 億 | 0.10% | +87,704+8.7% | 加碼 |
| Nomura Asset Management International Inc. | 1,076,158 | $1.91 億 | 0.29% | +1,076,158 | 新進 |
| Clark Capital Management Group, Inc. | 1,072,718 | $1.90 億 | 1.17% | +99,078+10.2% | 加碼 |
| Two Sigma Advisers, LP | 1,069,000 | $1.90 億 | 0.37% | +45,164+4.4% | 加碼 |
| Blue Sparrow, LLC | 1,066,701 | $1.89 億 | 3.57% | +1,066,701 | 新進 |
| Natixis Advisors, L.P. | 1,059,010 | $1.88 億 | 0.27% | +3,871+0.4% | 加碼 |
| Aviva PLC | 1,056,402 | $1.88 億 | 0.32% | +56,541+5.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,034,738 | $1.84 億 | 0.33% | −27,271−2.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 971,456 | $1.83 億 | 0.25% | −8,407−0.9% | 減碼 |