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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 5,196 | $92.2 萬 | 0.05% | −47−0.9% | 減碼 |
| Quotient Wealth Partners, LLC | 5,209 | $92.5 萬 | 0.02% | −42−0.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 4,964 | $92.5 萬 | 0.10% | 00.0% | 不變 |
| Integris Wealth Management, LLC | 5,231 | $92.9 萬 | 0.21% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,234 | $92.9 萬 | 0.06% | +222+4.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,238 | $93.0 萬 | 0.06% | +381+7.8% | 加碼 |
| MBL Wealth, LLC | 5,247 | $93.2 萬 | 0.07% | +2,399+84.2% | 加碼 |
| Oakmont Investment Advisors, Inc. | 5,249 | $93.2 萬 | 0.68% | +5,249 | 新進 |
| First Bank & Trust | 5,251 | $93.2 萬 | 0.15% | −3,588−40.6% | 減碼 |
| Laurion Capital Management LP | 5,254 | $93.3 萬 | 0.06% | −18,091−77.5% | 減碼 |
| Focused Alpha, LLC | 5,256 | $93.3 萬 | 0.27% | +5,256 | 新進 |
| Qsemble Capital Management, LP | 5,266 | $93.5 萬 | 0.08% | +5,266 | 新進 |
| TriaGen Wealth Management LLC | 5,268 | $93.5 萬 | 0.24% | −500−8.7% | 減碼 |
| AdvisorNet Financial, Inc | 5,281 | $93.8 萬 | 0.05% | +171+3.3% | 加碼 |
| Clifford Group, LLC | 5,292 | $93.9 萬 | 0.73% | −183−3.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,011 | $94.1 萬 | 0.02% | −653−11.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 5,300 | $94.1 萬 | 0.03% | −81−1.5% | 減碼 |
| Churchill Financial Advisors, LLC | 5,305 | $94.2 萬 | 0.29% | +5,305 | 新進 |
| Newbridge Financial Services Group, Inc. | 5,333 | $94.7 萬 | 0.15% | +4,980+1,410.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,341 | $94.8 萬 | 0.13% | −833−13.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 5,350 | $95.0 萬 | 0.02% | +97+1.8% | 加碼 |
| Kovack Advisors, Inc. | 5,356 | $95.1 萬 | 0.04% | +2,272+73.7% | 加碼 |
| Fort Sheridan Advisors LLC | 5,361 | $95.2 萬 | 0.12% | +10.0% | 加碼 |
| Titan Investment Management LLC | 5,383 | $95.6 萬 | 0.87% | +5,383 | 新進 |
| Johnson & White Wealth Management, LLC | 5,384 | $95.6 萬 | 0.42% | −74−1.4% | 減碼 |
| Shufro Rose & Co LLC | 5,389 | $95.7 萬 | 0.06% | −400−6.9% | 減碼 |
| Themes Management Co LLC | 5,396 | $95.8 萬 | 0.76% | +5,396 | 新進 |
| Beacon Financial Group | 5,411 | $96.1 萬 | 0.10% | −195−3.5% | 減碼 |
| Bearing Point Capital, LLC | 5,417 | $96.2 萬 | 0.15% | +10+0.2% | 加碼 |
| Sax Wealth Advisors, LLC | 5,439 | $96.6 萬 | 0.05% | +745+15.9% | 加碼 |
| Heritage Wealth Advisors | 5,440 | $96.6 萬 | 0.04% | +4+0.1% | 加碼 |
| Canopy Partners, LLC | 5,448 | $96.7 萬 | 0.32% | +132+2.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,485 | $97.4 萬 | 0.07% | −291−5.0% | 減碼 |
| Mechanics Bank Trust Department | 5,491 | $97.5 萬 | 0.13% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 5,503 | $97.7 萬 | 0.07% | +1,315+31.4% | 加碼 |
| Providence First Trust Co | 5,528 | $98.1 萬 | 0.34% | +1,244+29.0% | 加碼 |
| DGS Capital Management, LLC | 5,542 | $98.4 萬 | 0.17% | +1,402+33.9% | 加碼 |
| Ocean Capital Management, LLC | 5,557 | $98.7 萬 | 0.20% | −217−3.8% | 減碼 |
| Sippican Capital Advisors | 5,593 | $99.3 萬 | 0.64% | −52−0.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 5,624 | $99.8 萬 | 0.44% | +3,353+147.6% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 5,628 | $99.9 萬 | 0.06% | +5,628 | 新進 |
| West Family Investments, Inc. | 5,638 | $100.1 萬 | 0.23% | −1,159−17.1% | 減碼 |
| Ellevest, Inc. | 5,642 | $100.2 萬 | 0.14% | +926+19.6% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 5,655 | $100.4 萬 | 0.23% | −109−1.9% | 減碼 |
| Rogco, LP | 5,678 | $100.8 萬 | 0.33% | +221+4.0% | 加碼 |
| RiverFront Investment Group, LLC | 5,684 | $100.9 萬 | 0.02% | +180+3.3% | 加碼 |
| Abel Hall, LLC | 5,686 | $100.9 萬 | 0.24% | +3,735+191.4% | 加碼 |
| Virtu Financial LLC | 5,694 | $101.1 萬 | 0.04% | −3,535−38.3% | 減碼 |
| Gibbs Wealth Management | 5,442 | $101.4 萬 | 0.25% | −302−5.3% | 減碼 |
| Summit Global Investments | 5,721 | $101.6 萬 | 0.06% | +5,721 | 新進 |
| Welch & Forbes LLC | 5,756 | $102.2 萬 | 0.01% | −142−2.4% | 減碼 |
| Curbstone Financial Management Corp | 5,776 | $102.5 萬 | 0.20% | +350+6.5% | 加碼 |
| Autumn Glory Partners, LLC | 5,781 | $102.6 萬 | 0.36% | +1,246+27.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 5,794 | $102.9 萬 | 0.02% | +3,962+216.3% | 加碼 |
| Lee Danner & Bass Inc | 5,814 | $103.2 萬 | 0.07% | 00.0% | 不變 |
| Grandview Asset Management LLC | 5,835 | $103.6 萬 | 0.28% | +1,657+39.7% | 加碼 |
| Brookwood Investment Group LLC | 5,835 | $103.6 萬 | 0.12% | −226−3.7% | 減碼 |
| Adirondack Trust Co | 5,845 | $103.8 萬 | 0.34% | −25−0.4% | 減碼 |
| Berger Financial Group, Inc | 5,845 | $103.8 萬 | 0.06% | −116−1.9% | 減碼 |
| LVW Advisors, LLC | 5,850 | $103.9 萬 | 0.11% | −181−3.0% | 減碼 |
| Evernest Financial Advisors, LLC | 5,706 | $104.0 萬 | 0.22% | +109+1.9% | 加碼 |
| Baron Wealth Management LLC | 5,864 | $104.1 萬 | 0.32% | +598+11.4% | 加碼 |
| Intrua Financial, LLC | 5,880 | $104.4 萬 | 0.11% | +79+1.4% | 加碼 |
| First Foundation Advisors | 5,891 | $104.6 萬 | 0.04% | −143−2.4% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,897 | $104.7 萬 | 0.02% | 00.0% | 不變 |
| Souders Financial Advisors | 5,941 | $105.5 萬 | 0.12% | +702+13.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,908 | $105.6 萬 | 0.14% | −8,950−60.2% | 減碼 |
| Oddo BHF Asset Management SAS | 5,966 | $105.9 萬 | 0.04% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 5,967 | $105.9 萬 | 0.07% | +169+2.9% | 加碼 |
| Sunbelt Securities, Inc. | 5,976 | $106.1 萬 | 0.07% | +18+0.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,997 | $106.5 萬 | 0.07% | −203,557−97.1% | 減碼 |
| Diversify Wealth Management, LLC | 5,833 | $106.6 萬 | 0.05% | +459+8.5% | 加碼 |
| PCM Encore, LLC | 6,010 | $106.7 萬 | 0.23% | +6,010 | 新進 |
| L2 Asset Management, LLC | 6,057 | $107.5 萬 | 0.14% | +353+6.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 6,058 | $107.6 萬 | 0.09% | +793+15.1% | 加碼 |
| Strategic Blueprint, LLC | 6,061 | $107.6 萬 | 0.06% | −496−7.6% | 減碼 |
| BSW Wealth Partners | 6,065 | $107.7 萬 | 0.13% | +20+0.3% | 加碼 |
| Everest Financial Group LLC | 6,066 | $107.7 萬 | 0.24% | +6,066 | 新進 |
| Atticus Wealth Management, LLC | 6,068 | $107.7 萬 | 0.27% | +19+0.3% | 加碼 |
| YANKCOM Partnership | 6,092 | $108.2 萬 | 0.46% | +188+3.2% | 加碼 |
| Waterloo Capital, L.P. | 6,096 | $108.2 萬 | 0.08% | +1,580+35.0% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 6,102 | $108.3 萬 | 0.57% | +6,102 | 新進 |
| Resurgent Financial Advisors LLC | 6,118 | $108.6 萬 | 0.54% | −82−1.3% | 減碼 |
| Beck Mack & Oliver LLC | 6,125 | $108.7 萬 | 0.02% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 3,590 | $109.1 萬 | 0.36% | −49,857−93.3% | 減碼 |
| Personal Cfo Solutions, LLC | 6,151 | $109.2 萬 | 0.17% | −422−6.4% | 減碼 |
| Net Worth Advisory Group | 6,161 | $109.4 萬 | 0.22% | −3,210−34.3% | 減碼 |
| Rehmann Capital Advisory Group | 6,164 | $109.4 萬 | 0.06% | +43+0.7% | 加碼 |
| Vigil Wealth Management, LLC | 6,170 | $109.5 萬 | 0.91% | +6,170 | 新進 |
| Cornercap Investment Counsel Inc | 6,174 | $109.6 萬 | 0.54% | −84−1.3% | 減碼 |
| Eads & Heald Wealth Management | 6,183 | $109.8 萬 | 0.53% | −242−3.8% | 減碼 |
| Fortitude Advisory Group L.L.C. | 6,194 | $110.0 萬 | 0.47% | 00.0% | 不變 |
| Berkshire Bank | 6,196 | $110.0 萬 | 0.22% | −1,046−14.4% | 減碼 |
| SlateStone Wealth, LLC | 6,198 | $110.0 萬 | 0.09% | +110+1.8% | 加碼 |
| Cooper Financial Group | 6,208 | $110.2 萬 | 0.12% | +879+16.5% | 加碼 |
| HBK Sorce Advisory LLC | 6,149 | $110.7 萬 | 0.03% | +772+14.4% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $110.8 萬 | 0.45% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 6,244 | $110.9 萬 | 0.02% | −84−1.3% | 減碼 |
| Cidel Asset Management Inc | 6,281 | $111.5 萬 | 0.08% | −203−3.1% | 減碼 |
| West Branch Capital LLC | 6,282 | $111.5 萬 | 0.29% | +2,542+68.0% | 加碼 |