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 |
|---|---|---|---|---|---|
| Guardian Partners Inc. | 6,209 | $111.8 萬 | 0.09% | +6,209 | 新進 |
| Signal Advisors Wealth, LLC | 6,321 | $112.2 萬 | 0.09% | +2,931+86.5% | 加碼 |
| Davis R M Inc | 6,323 | $112.3 萬 | 0.02% | −514−7.5% | 減碼 |
| Pitcairn Wealth Advisors LLC | 6,362 | $112.9 萬 | 0.10% | +6,362 | 新進 |
| Somerville Kurt F | 6,375 | $113.2 萬 | 0.19% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 6,381 | $113.3 萬 | 0.18% | −6−0.1% | 減碼 |
| Jmac Enterprises LLC | 6,400 | $113.6 萬 | 0.22% | −200−3.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,428 | $114.1 萬 | 0.05% | −551−7.9% | 減碼 |
| Hamilton Capital, LLC | 6,445 | $114.4 萬 | 0.06% | +6,445 | 新進 |
| Alliance Private Wealth, LLC | 6,274 | $114.8 萬 | 0.40% | +6,274 | 新進 |
| Angeles Wealth Management, LLC | 6,468 | $114.8 萬 | 0.06% | +625+10.7% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $114.9 萬 | 0.07% | −219−3.3% | 減碼 |
| Essex Financial Services, Inc. | 6,481 | $115.1 萬 | 0.07% | +420+6.9% | 加碼 |
| Robotti Robert | 6,500 | $115.4 萬 | 0.21% | −215−3.2% | 減碼 |
| RMR Wealth Builders | 6,502 | $115.4 萬 | 0.09% | +128+2.0% | 加碼 |
| Bridgewater Advisors Inc. | 6,332 | $116.1 萬 | 0.08% | +54+0.9% | 加碼 |
| Buckingham Strategic Partners | 6,556 | $116.4 萬 | 0.01% | +938+16.7% | 加碼 |
| Klingman & Associates, LLC | 6,563 | $116.5 萬 | 0.06% | +84+1.3% | 加碼 |
| iA Global Asset Management Inc. | 6,585 | $116.9 萬 | 0.01% | +5,175+367.0% | 加碼 |
| Boothbay Fund Management, LLC | 6,585 | $116.9 萬 | 0.03% | +5,074+335.8% | 加碼 |
| Bamco Inc | 6,600 | $117.2 萬 | 0.00% | +6,600 | 新進 |
| Harbor Advisors LLC | 6,608 | $117.3 萬 | 0.18% | 00.0% | 不變 |
| PDS Planning, Inc | 6,661 | $118.3 萬 | 0.08% | +113+1.7% | 加碼 |
| Terry L. Blaker | 6,662 | $118.3 萬 | 0.04% | −1,525−18.6% | 減碼 |
| Mechanics Financial Corp | 6,676 | $118.5 萬 | 0.44% | +80+1.2% | 加碼 |
| OV Management LLC | 6,686 | $118.7 萬 | 1.03% | −1,900−22.1% | 減碼 |
| Zhang Financial LLC | 6,689 | $118.7 萬 | 0.04% | +38+0.6% | 加碼 |
| Mindset Wealth Management, LLC | 6,700 | $118.9 萬 | 0.31% | +118+1.8% | 加碼 |
| Empire Financial Management Company, LLC | 6,710 | $119.1 萬 | 0.26% | −169−2.5% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $119.4 萬 | 0.23% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 6,735 | $119.6 萬 | 0.29% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 6,745 | $119.7 萬 | 0.02% | −316−4.5% | 減碼 |
| Soltis Investment Advisors LLC | 6,751 | $119.8 萬 | 0.08% | +1,323+24.4% | 加碼 |
| Destination Wealth Management | 6,760 | $120.0 萬 | 0.03% | −278−3.9% | 減碼 |
| Johnson Investment Counsel Inc | 6,810 | $120.9 萬 | 0.01% | −191−2.7% | 減碼 |
| RFG Advisory, LLC | 6,814 | $121.0 萬 | 0.02% | +459+7.2% | 加碼 |
| Genesee Capital Advisors, LLC | 6,842 | $121.5 萬 | 0.49% | −1,423−17.2% | 減碼 |
| One Capital Management, LLC | 6,852 | $121.6 萬 | 0.04% | +1,481+27.6% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,855 | $121.7 萬 | 0.34% | +655+10.6% | 加碼 |
| Hills Bank & Trust Co | 6,875 | $122.1 萬 | 0.07% | +333+5.1% | 加碼 |
| Inscription Capital, LLC | 6,953 | $123.4 萬 | 0.13% | −74−1.1% | 減碼 |
| Csenge Advisory Group | 6,970 | $123.7 萬 | 0.06% | +424+6.5% | 加碼 |
| Independent Investors Inc | 6,983 | $124.0 萬 | 0.23% | 00.0% | 不變 |
| Frec Markets, Inc. | 7,013 | $124.5 萬 | 0.36% | +7,013 | 新進 |
| Evansbrook LLC | 7,016 | $124.6 萬 | 0.83% | +7,016 | 新進 |
| MidWestOne Financial Group, Inc. | 7,032 | $124.8 萬 | 0.14% | −301−4.1% | 減碼 |
| Bank of Jackson Hole Trust | 7,044 | $125.1 萬 | 0.59% | +146+2.1% | 加碼 |
| Advyzon Investment Management, LLC | 7,072 | $125.6 萬 | 0.15% | +2,477+53.9% | 加碼 |
| Marble Wealth, LLC | 7,081 | $125.7 萬 | 0.17% | +7,081 | 新進 |
| Pacitti Group Inc. | 7,087 | $125.8 萬 | 0.46% | +120+1.7% | 加碼 |
| Keel Point, LLC | 7,089 | $125.9 萬 | 0.08% | +4+0.1% | 加碼 |
| Bluefin Capital Management, LLC | 7,100 | $126.0 萬 | 0.35% | +7,100 | 新進 |
| BOCHK Asset Management Ltd | 7,100 | $126.0 萬 | 0.34% | +7,100 | 新進 |
| Capstone Investment Advisors, LLC | 7,101 | $126.1 萬 | 0.01% | +929+15.1% | 加碼 |
| Daymark Wealth Partners, LLC | 7,178 | $127.4 萬 | 0.04% | +731+11.3% | 加碼 |
| Empower Advisory Group, LLC | 7,226 | $128.3 萬 | 0.00% | +1,652+29.6% | 加碼 |
| Bull Street Advisors, LLC | 7,235 | $128.4 萬 | 0.60% | −340−4.5% | 減碼 |
| Capital International Sarl | 7,243 | $128.6 萬 | 0.02% | −48,457−87.0% | 減碼 |
| Venturi Wealth Management, LLC | 7,325 | $130.0 萬 | 0.06% | −682−8.5% | 減碼 |
| Westco Advisory Services Inc | 7,345 | $130.4 萬 | 0.80% | +7,345 | 新進 |
| Visionary Wealth Advisors | 7,364 | $130.7 萬 | 0.06% | +158+2.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $130.8 萬 | 0.13% | 00.0% | 不變 |
| Asset Dedication, LLC | 7,377 | $131.0 萬 | 0.09% | −1,445−16.4% | 減碼 |
| Aprio Wealth Management, LLC | 6,970 | $131.1 萬 | 0.08% | +2,177+45.4% | 加碼 |
| Grove Bank & Trust | 7,413 | $131.6 萬 | 0.15% | −164−2.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 7,416 | $131.7 萬 | 0.29% | −600−7.5% | 減碼 |
| Catalyst Financial Partners LLC | 7,438 | $132.0 萬 | 0.15% | −53−0.7% | 減碼 |
| Old National Bancorp | 7,476 | $132.7 萬 | 0.02% | −107−1.4% | 減碼 |
| Heartland Bank & Trust Co | 7,488 | $132.9 萬 | 0.56% | +7,488 | 新進 |
| Advisory Alpha, LLC | 7,532 | $133.8 萬 | 0.04% | +920+13.9% | 加碼 |
| Sepio Capital, LP | 7,556 | $134.1 萬 | 0.07% | +3,485+85.6% | 加碼 |
| Carmel Capital Partners, LLC | 7,566 | $134.3 萬 | 0.47% | −14−0.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,574 | $134.5 萬 | 0.00% | +1,608+27.0% | 加碼 |
| Operose Advisors LLC | 7,607 | $135.1 萬 | 0.31% | 00.0% | 不變 |
| Charles Schwab Trust Co | 7,615 | $135.2 萬 | 0.09% | −192−2.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,621 | $135.3 萬 | 0.07% | −778−9.3% | 減碼 |
| Icon Wealth Advisors, LLC | 7,625 | $135.4 萬 | 0.09% | +473+6.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 7,630 | $135.5 萬 | 0.23% | −460−5.7% | 減碼 |
| IFG Advisors, LLC | 7,632 | $135.5 萬 | 0.23% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 7,639 | $135.6 萬 | 0.10% | −27−0.4% | 減碼 |
| Kingsview Wealth Management, LLC | 7,659 | $136.0 萬 | 0.02% | −480−5.9% | 減碼 |
| Orion Capital Management LLC | 7,660 | $136.0 萬 | 0.46% | −50−0.6% | 減碼 |
| Cim Investment Mangement Inc | 7,663 | $136.0 萬 | 0.36% | 00.0% | 不變 |
| Paladin Wealth, LLC | 7,681 | $136.4 萬 | 0.93% | −712−8.5% | 減碼 |
| Trust Point Inc. | 7,700 | $136.7 萬 | 0.11% | −392−4.8% | 減碼 |
| Quantbot Technologies LP | 7,737 | $137.4 萬 | 0.05% | −9,361−54.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 7,749 | $137.6 萬 | 0.07% | −263−3.3% | 減碼 |
| Breakwater Capital Group | 7,801 | $138.5 萬 | 0.19% | −145−1.8% | 減碼 |
| Private Trust Co NA | 7,814 | $138.7 萬 | 0.12% | +192+2.5% | 加碼 |
| Corsair Capital Management, L.P. | 7,815 | $138.7 萬 | 0.23% | +10.0% | 加碼 |
| Peoples Financial Services Corp. | 7,825 | $138.9 萬 | 0.65% | −640−7.6% | 減碼 |
| Eastern Bank | 7,859 | $139.5 萬 | 0.02% | −417−5.0% | 減碼 |
| Lawood & Co | 7,871 | $139.7 萬 | 1.32% | +7,871 | 新進 |
| Longfellow Investment Management Co LLC | 7,885 | $140.0 萬 | 0.32% | 00.0% | 不變 |
| Rothschild Investment LLC | 7,898 | $140.2 萬 | 0.08% | +148+1.9% | 加碼 |
| Tandem Capital Management Corp | 7,916 | $140.5 萬 | 0.64% | +7,916 | 新進 |
| SG Trading Solutions, LLC | 7,918 | $140.6 萬 | 0.33% | +7,918 | 新進 |
| Sage Mountain Advisors LLC | 7,931 | $140.8 萬 | 0.07% | −91−1.1% | 減碼 |
| TigerOak Management, L.L.C. | 7,942 | $141.0 萬 | 0.43% | 00.0% | 不變 |
| CVA Family Office, LLC | 7,950 | $141.1 萬 | 0.16% | +18+0.2% | 加碼 |