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 |
|---|---|---|---|---|---|
| Park National Corp | 3,638 | $64.6 萬 | 0.02% | −64−1.7% | 減碼 |
| Contravisory Investment Management, Inc. | 3,642 | $64.7 萬 | 0.13% | +3,552+3,946.7% | 加碼 |
| Prestige Wealth Management Group LLC | 3,649 | $64.8 萬 | 0.12% | +198+5.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 3,649 | $64.8 萬 | 0.19% | −108−2.9% | 減碼 |
| Opinicus Capital, Inc. | 3,650 | $64.8 萬 | 0.45% | −458−11.1% | 減碼 |
| Argentarii, LLC | 3,657 | $64.9 萬 | 0.22% | +3,657 | 新進 |
| Jacobi Capital Management LLC | 3,659 | $65.0 萬 | 0.04% | −176−4.6% | 減碼 |
| Marino, Stram & Associates LLC | 3,677 | $65.3 萬 | 0.12% | +10+0.3% | 加碼 |
| Topsail Wealth Management, LLC | 3,685 | $65.4 萬 | 0.10% | 00.0% | 不變 |
| Fiducient Advisors LLC | 3,690 | $65.5 萬 | 0.08% | 00.0% | 不變 |
| Webster Bank, N. A. | 3,696 | $65.6 萬 | 0.06% | −11−0.3% | 減碼 |
| Rosenberg Matthew Hamilton | 3,712 | $65.9 萬 | 0.14% | −9−0.2% | 減碼 |
| Cypress Wealth Services, LLC | 3,724 | $66.1 萬 | 0.09% | +1,695+83.5% | 加碼 |
| Payne Capital Management, LLC | 3,736 | $66.3 萬 | 0.21% | −224−5.7% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,738 | $66.4 萬 | 0.08% | +3,738 | 新進 |
| Impact Capital Partners LLC | 3,741 | $66.4 萬 | 0.20% | −73−1.9% | 減碼 |
| Frisch Financial Group, Inc. | 3,750 | $66.6 萬 | 0.15% | −38−1.0% | 減碼 |
| Richwood Investment Advisors, LLC | 3,707 | $66.7 萬 | 0.48% | +560+17.8% | 加碼 |
| Silvia McColl Wealth Management, LLC | 3,777 | $67.1 萬 | 0.45% | −104−2.7% | 減碼 |
| Bolthouse Investments, LLC | 3,785 | $67.2 萬 | 0.60% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 3,792 | $67.3 萬 | 0.20% | +28+0.7% | 加碼 |
| Cetera Trust Company, N.A | 3,804 | $67.5 萬 | 0.36% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 3,806 | $67.6 萬 | 0.02% | +218+6.1% | 加碼 |
| Segment Wealth Management, LLC | 3,811 | $67.7 萬 | 0.04% | −54−1.4% | 減碼 |
| Valmark Advisers, Inc. | 3,815 | $67.7 萬 | 0.01% | +16+0.4% | 加碼 |
| Park Edge Advisors, LLC | 3,831 | $68.0 萬 | 0.15% | −45−1.2% | 減碼 |
| St Germain D J Co Inc | 3,831 | $68.0 萬 | 0.03% | 00.0% | 不變 |
| QVR LLC | 3,845 | $68.3 萬 | 0.48% | −105−2.7% | 減碼 |
| Copley Financial Group, Inc. | 3,852 | $68.4 萬 | 0.42% | −505−11.6% | 減碼 |
| Centric Wealth Management | 3,698 | $68.5 萬 | 0.14% | +7+0.2% | 加碼 |
| Crews Bank & Trust | 3,856 | $68.5 萬 | 0.10% | 00.0% | 不變 |
| Apella Capital, LLC | 3,857 | $68.5 萬 | 0.01% | +392+11.3% | 加碼 |
| Broyhill Asset Management | 3,865 | $68.6 萬 | 0.60% | 00.0% | 不變 |
| SOL Capital Management CO | 3,875 | $68.8 萬 | 0.06% | 00.0% | 不變 |
| Wrapmanager Inc | 3,912 | $69.4 萬 | 0.23% | −665−14.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 3,914 | $69.5 萬 | 0.11% | +503+14.7% | 加碼 |
| Kennebec Savings Bank | 3,915 | $69.5 萬 | 0.60% | +60+1.6% | 加碼 |
| Basecamp Wealth Advisors LLC | 3,928 | $69.7 萬 | 0.15% | +3,928 | 新進 |
| Bullock Wealth Management Group | 3,944 | $70.0 萬 | 0.34% | −43−1.1% | 減碼 |
| Claro Advisors LLC | 3,954 | $70.2 萬 | 0.10% | −13−0.3% | 減碼 |
| Perennial Investment Advisors, LLC | 3,958 | $70.2 萬 | 0.06% | −350−8.1% | 減碼 |
| 3Chopt Investment Partners, LLC | 3,957 | $70.2 萬 | 0.16% | +11+0.3% | 加碼 |
| Whalen Wealth Management Inc. | 3,964 | $70.4 萬 | 0.38% | +3,964 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,014 | $71.3 萬 | 0.14% | +254+6.8% | 加碼 |
| New Hampshire Trust | 4,016 | $71.3 萬 | 0.14% | −714−15.1% | 減碼 |
| Alpha Family Trust | 4,025 | $71.5 萬 | 0.33% | 00.0% | 不變 |
| Cromwell Holdings LLC | 4,034 | $71.6 萬 | 0.39% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 4,038 | $71.7 萬 | 0.13% | +25+0.6% | 加碼 |
| Waters Parkerson & Co., LLC | 4,050 | $71.9 萬 | 0.04% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 4,056 | $72.0 萬 | 0.01% | −323−7.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,062 | $72.1 萬 | 0.02% | +93+2.3% | 加碼 |
| X-Square Capital, LLC | 4,065 | $72.2 萬 | 0.24% | 00.0% | 不變 |
| B&L Asset Management LLC | 4,067 | $72.2 萬 | 0.32% | +895+28.2% | 加碼 |
| Wimmer Associates 1, LLC | 4,071 | $72.3 萬 | 0.34% | 00.0% | 不變 |
| Directional Asset Management | 4,077 | $72.4 萬 | 0.63% | +4,077 | 新進 |
| Nippon Life Global Investors Americas, Inc. | 4,080 | $72.4 萬 | 0.03% | +4,080 | 新進 |
| Baader Bank INC | 4,119 | $72.7 萬 | 0.06% | +4,119 | 新進 |
| KKM Financial LLC | 4,094 | $72.7 萬 | 0.13% | 00.0% | 不變 |
| Holderness Investments Co | 4,096 | $72.7 萬 | 0.15% | −13−0.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 4,107 | $72.9 萬 | 0.05% | +134+3.4% | 加碼 |
| Berkeley Capital Partners, LLC | 4,115 | $73.1 萬 | 0.17% | +1,522+58.7% | 加碼 |
| Retirement Planning Group | 4,121 | $73.2 萬 | 0.02% | +1,108+36.8% | 加碼 |
| Shepherd Financial Partners LLC | 4,126 | $73.2 萬 | 0.07% | +78+1.9% | 加碼 |
| Salzhauer Michael | 4,131 | $73.3 萬 | 0.33% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 4,133 | $73.4 萬 | 0.35% | 00.0% | 不變 |
| Cambient Family Office, LLC | 4,151 | $73.7 萬 | 0.11% | +4,151 | 新進 |
| Transatlantique Private Wealth LLC | 4,172 | $74.1 萬 | 0.23% | −1,500−26.4% | 減碼 |
| Arbor Investment Advisors, LLC | 4,175 | $74.1 萬 | 0.10% | −2,302−35.5% | 減碼 |
| First American Trust, FSB | 4,180 | $74.2 萬 | 0.05% | −386−8.5% | 減碼 |
| Catherine Avery Investment Management LLC | 4,189 | $74.4 萬 | 0.45% | −43−1.0% | 減碼 |
| Woodmont Investment Counsel LLC | 4,190 | $74.4 萬 | 0.05% | −971−18.8% | 減碼 |
| Accurate Wealth Management, LLC | 4,001 | $74.4 萬 | 0.09% | −80−2.0% | 減碼 |
| Nichols & Pratt Advisers LLP | 4,195 | $74.5 萬 | 0.05% | +250+6.3% | 加碼 |
| Anchyra Partners LLC | 4,195 | $74.5 萬 | 0.23% | +4,195 | 新進 |
| Piedmont Capital Management, LLC | 4,205 | $74.7 萬 | 0.49% | +4,205 | 新進 |
| Fielder Capital Group LLC | 4,216 | $74.8 萬 | 0.16% | +57+1.4% | 加碼 |
| Millennium Capital Advisors, LLC | 4,243 | $75.3 萬 | 0.44% | +31+0.7% | 加碼 |
| Ostrum Asset Management | 4,251 | $75.5 萬 | 0.04% | +1,312+44.6% | 加碼 |
| Boston Private Wealth LLC | 4,258 | $75.6 萬 | 0.04% | −196−4.4% | 減碼 |
| Bay Capital Advisors, LLC | 4,259 | $75.6 萬 | 0.46% | 00.0% | 不變 |
| TFR Capital, LLC. | 4,265 | $75.7 萬 | 0.25% | −5−0.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 4,268 | $75.8 萬 | 0.06% | +180+4.4% | 加碼 |
| Myriad Asset Management US LP | 4,295 | $76.2 萬 | 1.28% | −11,048−72.0% | 減碼 |
| McLaughlin Asset Management, Inc. | 4,296 | $76.3 萬 | 0.68% | +4,296 | 新進 |
| Divergent Planning, LLC | 4,193 | $76.3 萬 | 0.19% | +4,193 | 新進 |
| Leelyn Smith, LLC | 4,304 | $76.4 萬 | 0.11% | +4,304 | 新進 |
| Tuttle Tactical Management | 4,317 | $76.6 萬 | 1.69% | +4,317 | 新進 |
| Cary Street Partner Investment Advisory LLC | 4,327 | $76.8 萬 | 0.21% | +146+3.5% | 加碼 |
| SummitTX Capital, L.P. | 4,337 | $77.0 萬 | 0.02% | −4,643−51.7% | 減碼 |
| Apriem Advisors | 4,341 | $77.1 萬 | 0.07% | −191−4.2% | 減碼 |
| Evexia Wealth LLC | 4,265 | $77.1 萬 | 0.22% | −747−14.9% | 減碼 |
| Global Financial Private Client, LLC | 4,344 | $77.1 萬 | 0.27% | +2,867+194.1% | 加碼 |
| SageView Advisory Group, LLC | 4,350 | $77.2 萬 | 0.03% | +1,244+40.1% | 加碼 |
| S Harris Financial Group, LLC | 4,354 | $77.3 萬 | 0.74% | +4,354 | 新進 |
| Indivisible Partners | 4,362 | $77.4 萬 | 0.08% | +4,362 | 新進 |
| Moors & Cabot, Inc. | 4,371 | $77.6 萬 | 0.03% | +185+4.4% | 加碼 |
| Optas, LLC | 4,376 | $77.7 萬 | 0.12% | +698+19.0% | 加碼 |
| Hudock, Inc. | 4,379 | $77.8 萬 | 0.11% | +15+0.3% | 加碼 |
| Sentinus, LLC | 4,396 | $78.0 萬 | 0.07% | +650+17.4% | 加碼 |
| Red Door Wealth Management, LLC | 4,401 | $78.1 萬 | 0.08% | +132+3.1% | 加碼 |