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
- 2,532
- 較 2025 年第 3 季 +318 家
- 持有股數
- 13.5 億
- 較 2025 年第 3 季 +1,715 萬 (+1.3%)
- 總市值
- $2,394 億
- 較 2025 年第 3 季 +$277.8 億 (+13.1%)
- 新進機構
- 398
- 另有 969 家加碼
- 清倉機構
- 80
- 另有 836 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 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Code Waechter LLC | 3,021 | $53.6 萬 | 0.34% | −1,381−31.4% | 減碼 |
| PFG Advisors | 3,024 | $53.7 萬 | 0.03% | −1,097−26.6% | 減碼 |
| Navis Wealth Advisors, LLC | 3,026 | $53.7 萬 | 0.23% | −76−2.5% | 減碼 |
| Crawford Investment Counsel Inc | 3,038 | $53.9 萬 | 0.01% | +138+4.8% | 加碼 |
| Key Financial Inc | 3,040 | $54.0 萬 | 0.10% | +106+3.6% | 加碼 |
| Southern Financial Group, LLC | 3,049 | $54.1 萬 | 0.16% | +3,049 | 新進 |
| Tactive Advisors, LLC | 3,050 | $54.1 萬 | 0.16% | +70+2.3% | 加碼 |
| Root Financial Partners, LLC | 3,057 | $54.3 萬 | 0.03% | +283+10.2% | 加碼 |
| Fulcrum Capital LLC | 3,066 | $54.4 萬 | 0.11% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 3,070 | $54.5 萬 | 0.01% | +550+21.8% | 加碼 |
| Focus Financial Network, Inc. | 3,071 | $54.5 萬 | 0.02% | +47+1.6% | 加碼 |
| Viawealth, LLC | 3,078 | $54.6 萬 | 0.31% | −209−6.4% | 減碼 |
| Optimize Financial Inc | 3,088 | $54.8 萬 | 0.28% | +44+1.4% | 加碼 |
| Everpar Advisors LLC | 3,097 | $55.0 萬 | 0.20% | +184+6.3% | 加碼 |
| Avantax Planning Partners, Inc. | 3,098 | $55.0 萬 | 0.02% | +19+0.6% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $55.0 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 3,107 | $55.2 萬 | 0.27% | +426+15.9% | 加碼 |
| Guilbault Capital LLC | 3,110 | $55.2 萬 | 0.62% | +3,110 | 新進 |
| McLean Asset Management Corp | 3,058 | $55.3 萬 | 0.10% | +5+0.2% | 加碼 |
| Sentry Investment Management LLC | 3,113 | $55.3 萬 | 0.36% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 3,127 | $55.5 萬 | 0.07% | +3,127 | 新進 |
| Auxano Advisors, LLC | 3,127 | $55.5 萬 | 0.11% | +251+8.7% | 加碼 |
| Hobbs Group Advisors, LLC | 3,129 | $55.5 萬 | 0.17% | +6+0.2% | 加碼 |
| J.M. Arbour, LLC | 3,140 | $55.7 萬 | 0.56% | +3,140 | 新進 |
| Tributary Capital Management, LLC | 3,140 | $55.7 萬 | 0.05% | −910−22.5% | 減碼 |
| Naples Global Advisors, LLC | 3,148 | $55.9 萬 | 0.04% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 3,151 | $55.9 萬 | 0.03% | 00.0% | 不變 |
| Argent Advisors, Inc. | 3,164 | $56.2 萬 | 0.16% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 3,166 | $56.2 萬 | 0.13% | +180+6.0% | 加碼 |
| Balboa Wealth Partners | 3,181 | $56.5 萬 | 0.09% | +59+1.9% | 加碼 |
| Versor Investments LP | 3,193 | $56.7 萬 | 0.09% | −179−5.3% | 減碼 |
| Ethos Financial Group, LLC | 3,200 | $56.8 萬 | 0.04% | +215+7.2% | 加碼 |
| Ak Global Asset Management, LLC | 3,200 | $56.8 萬 | 0.50% | +3,200 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,201 | $56.8 萬 | 0.03% | −4,765−59.8% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,203 | $56.9 萬 | 0.23% | −34−1.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,207 | $56.9 萬 | 0.03% | +7+0.2% | 加碼 |
| Teza Capital Management LLC | 3,211 | $57.0 萬 | 1.84% | −328−9.3% | 減碼 |
| Northbridge Financial Group, LLC | 3,220 | $57.2 萬 | 0.26% | +3,220 | 新進 |
| Altus Wealth Group LLC | 3,225 | $57.3 萬 | 0.23% | −121−3.6% | 減碼 |
| Essex Savings Bank | 3,227 | $57.3 萬 | 0.12% | +4+0.1% | 加碼 |
| Spectrum Strategic Capital Management, LLC | 3,229 | $57.3 萬 | 0.30% | +3,229 | 新進 |
| Waddell & Associates, LLC | 3,231 | $57.4 萬 | 0.04% | +164+5.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,241 | $57.4 萬 | 0.18% | +41+1.3% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $57.5 萬 | 0.34% | 00.0% | 不變 |
| Wharton Business Group, LLC | 3,244 | $57.6 萬 | 0.02% | −15−0.5% | 減碼 |
| Grandfield & Dodd, LLC | 3,246 | $57.6 萬 | 0.03% | 00.0% | 不變 |
| Mason & Associates Inc | 3,248 | $57.7 萬 | 0.11% | +46+1.4% | 加碼 |
| Alpha Cubed Investments, LLC | 3,267 | $58.0 萬 | 0.02% | +35+1.1% | 加碼 |
| WSFS Capital Management, LLC | 3,271 | $58.1 萬 | 0.03% | +46+1.4% | 加碼 |
| Weaver Capital Management LLC | 3,275 | $58.1 萬 | 0.12% | +1,011+44.7% | 加碼 |
| Legacy Edge Advisors, LLC | 3,290 | $58.4 萬 | 0.06% | −14−0.4% | 減碼 |
| Centiva Capital, LP | 3,293 | $58.5 萬 | 0.04% | +3,293 | 新進 |
| Accredited Investors Inc. | 3,299 | $58.6 萬 | 0.03% | +448+15.7% | 加碼 |
| SMART Wealth LLC | 3,310 | $58.8 萬 | 0.18% | +3,310 | 新進 |
| Proathlete Wealth Management LLC | 3,320 | $59.0 萬 | 0.16% | +37+1.1% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 3,328 | $59.1 萬 | 0.12% | +1,000+43.0% | 加碼 |
| Wealth Preservation Advisors, LLC | 3,334 | $59.2 萬 | 0.30% | −2−0.1% | 減碼 |
| Quantum Financial Advisors, LLC | 3,346 | $59.4 萬 | 0.07% | +4+0.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 3,348 | $59.4 萬 | 0.06% | +228+7.3% | 加碼 |
| Coppell Advisory Solutions LLC | 3,326 | $59.6 萬 | 0.06% | −5,492−62.3% | 減碼 |
| Seven Mile Advisory | 3,362 | $59.7 萬 | 0.10% | −948−22.0% | 減碼 |
| Cache Advisors, LLC | 3,362 | $59.7 萬 | 0.07% | +3,362 | 新進 |
| AlphaGrep UK Ltd | 3,370 | $59.8 萬 | 0.20% | +3,370 | 新進 |
| Johnson Financial Group, Inc. | 3,371 | $59.8 萬 | 0.02% | −321−8.7% | 減碼 |
| A4 Wealth Advisors LLC | 3,387 | $60.1 萬 | 0.52% | −1,995−37.1% | 減碼 |
| American National Bank | 3,396 | $60.3 萬 | 0.06% | +1,063+45.6% | 加碼 |
| Cohen & Steers, Inc. | 3,400 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| Community Bank of Raymore | 3,420 | $60.7 萬 | 0.41% | 00.0% | 不變 |
| Davidson Investment Advisors | 3,427 | $60.8 萬 | 0.03% | 00.0% | 不變 |
| May Hill Capital, LLC | 3,427 | $60.8 萬 | 0.16% | +36+1.1% | 加碼 |
| Allegheny Financial Group LTD | 3,431 | $60.9 萬 | 0.09% | −38−1.1% | 減碼 |
| Bank of Hawaii | 3,434 | $61.0 萬 | 0.03% | +17+0.5% | 加碼 |
| Perfromance Wealth Partners, LLC | 3,442 | $61.1 萬 | 0.02% | +468+15.7% | 加碼 |
| MJP Associates Inc | 3,451 | $61.3 萬 | 0.08% | +88+2.6% | 加碼 |
| WBI Investments | 3,467 | $61.6 萬 | 0.16% | +3,467 | 新進 |
| Pallas Capital Advisors LLC | 3,475 | $61.7 萬 | 0.02% | +488+16.3% | 加碼 |
| RVW Wealth, LLC | 3,486 | $61.9 萬 | 0.05% | +70+2.0% | 加碼 |
| Tritonpoint Wealth, LLC | 3,491 | $62.0 萬 | 0.06% | −404−10.4% | 減碼 |
| Wright Investors Service Inc | 3,500 | $62.1 萬 | 0.19% | −105−2.9% | 減碼 |
| Oxford Wealth Group, LLC | 3,503 | $62.2 萬 | 0.30% | +3,503 | 新進 |
| Calton & Associates, Inc. | 3,507 | $62.3 萬 | 0.09% | +76+2.2% | 加碼 |
| Journey Advisory Group, LLC | 3,508 | $62.3 萬 | 0.05% | +50+1.4% | 加碼 |
| IVC Wealth Advisors LLC | 3,512 | $62.3 萬 | 0.27% | +944+36.8% | 加碼 |
| Eurizon SLJ Capital Ltd | 3,522 | $62.5 萬 | 0.25% | +3,522 | 新進 |
| BankPlus Trust Department | 3,526 | $62.6 萬 | 0.16% | −705−16.7% | 減碼 |
| Farmers National Bank | 3,526 | $62.6 萬 | 0.14% | +53+1.5% | 加碼 |
| Circle Wealth Management, LLC | 3,528 | $62.6 萬 | 0.01% | +526+17.5% | 加碼 |
| Nwam LLC | 3,461 | $62.9 萬 | 0.04% | +43+1.3% | 加碼 |
| Onefund, LLC | 3,543 | $62.9 萬 | 0.38% | +184+5.5% | 加碼 |
| Aspiriant, LLC | 3,549 | $63.0 萬 | 0.02% | +404+12.8% | 加碼 |
| Freestone Capital Holdings, LLC | 3,554 | $63.1 萬 | 0.02% | −1,402−28.3% | 減碼 |
| Duncker Streett & Co Inc | 3,578 | $63.5 萬 | 0.11% | +92+2.6% | 加碼 |
| Howard Financial Services, Ltd. | 3,579 | $63.5 萬 | 0.07% | +58+1.6% | 加碼 |
| Income Insurance Ltd | 3,589 | $63.7 萬 | 0.41% | +3,589 | 新進 |
| Missouri Trust & Investment Co | 3,600 | $63.9 萬 | 0.19% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 3,610 | $64.1 萬 | 0.03% | +188+5.5% | 加碼 |
| Congress Park Capital LLC | 3,610 | $64.1 萬 | 0.19% | +385+11.9% | 加碼 |
| Great Lakes Advisors, LLC | 3,610 | $64.1 萬 | 0.01% | +79+2.2% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,611 | $64.1 萬 | 0.01% | −14−0.4% | 減碼 |
| Blue Water Asset Management | 3,623 | $64.3 萬 | 0.23% | +3,623 | 新進 |