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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 10,283 | $182.6 萬 | 0.36% | +52+0.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 10,292 | $182.8 萬 | 0.00% | +1,499+17.0% | 加碼 |
| Gallagher Capital Advisors, LLC | 10,098 | $183.7 萬 | 1.19% | +61+0.6% | 加碼 |
| Hartford Funds Management Co LLC | 10,481 | $186.1 萬 | 0.15% | −493−4.5% | 減碼 |
| SBI Securities Co., Ltd. | 10,494 | $186.3 萬 | 0.05% | +570+5.7% | 加碼 |
| Abacus Wealth Partners, LLC | 10,543 | $187.2 萬 | 0.18% | +10,543 | 新進 |
| Zullo Investment Group, Inc. | 10,564 | $187.5 萬 | 0.69% | −173−1.6% | 減碼 |
| Zions Bancorporation, National Association | 10,566 | $187.6 萬 | 0.09% | +716+7.3% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 10,578 | $187.8 萬 | 0.74% | +1,419+15.5% | 加碼 |
| Foster & Motley Inc | 10,591 | $188.0 萬 | 0.10% | −968−8.4% | 減碼 |
| Parcion Private Wealth LLC | 10,613 | $188.4 萬 | 0.11% | +42+0.4% | 加碼 |
| Ci Investments Inc. | 10,643 | $188.9 萬 | 0.01% | −23,974−69.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,669 | $189.4 萬 | 0.01% | −661−5.8% | 減碼 |
| Mork Capital Management, LLC | 10,670 | $189.4 萬 | 1.16% | 00.0% | 不變 |
| Nilsine Partners, LLC | 10,683 | $189.7 萬 | 0.16% | +492+4.8% | 加碼 |
| IFP Advisors, Inc | 10,692 | $189.8 萬 | 0.04% | +604+6.0% | 加碼 |
| Nations Financial Group Inc, | 10,721 | $190.3 萬 | 0.10% | +4,976+86.6% | 加碼 |
| Sagewood Asset Management LP | 10,765 | $191.1 萬 | 0.68% | +10,765 | 新進 |
| Premier Path Wealth Partners, LLC | 10,861 | $192.8 萬 | 0.25% | +771+7.6% | 加碼 |
| Delta Asset Management LLC | 10,987 | $195.1 萬 | 0.17% | −55−0.5% | 減碼 |
| Washington Trust Co | 10,990 | $195.1 萬 | 0.06% | −185−1.7% | 減碼 |
| Independent Financial Group, LLC | 11,020 | $195.6 萬 | 0.04% | −931−7.8% | 減碼 |
| Evolve Private Wealth, LLC | 11,053 | $196.2 萬 | 0.12% | +11,053 | 新進 |
| Moment Partners, LLC | 11,160 | $198.1 萬 | 0.41% | 00.0% | 不變 |
| Cape Ann Savings Bank | 11,160 | $198.1 萬 | 1.02% | +120+1.1% | 加碼 |
| Cigna Investments Inc | 11,191 | $198.6 萬 | 0.29% | −153−1.3% | 減碼 |
| Gryphon Financial Partners LLC | 11,207 | $199.0 萬 | 0.21% | +1,096+10.8% | 加碼 |
| Community Bank, N.A. | 11,226 | $199.3 萬 | 0.24% | 00.0% | 不變 |
| Golden State Equity Partners | 11,298 | $200.6 萬 | 0.32% | −891−7.3% | 減碼 |
| Wilkins Investment Counsel Inc | 11,299 | $200.6 萬 | 0.29% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 11,305 | $200.6 萬 | 0.20% | +11,305 | 新進 |
| Independence Bank of Kentucky | 11,306 | $200.7 萬 | 0.25% | −21−0.2% | 減碼 |
| Chemung Canal Trust Co | 11,324 | $201.0 萬 | 0.40% | −36−0.3% | 減碼 |
| TLWM | 11,341 | $201.3 萬 | 0.37% | −3,205−22.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 11,342 | $201.4 萬 | 0.07% | −88−0.8% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 11,400 | $202.4 萬 | 0.52% | −1,200−9.5% | 減碼 |
| Ar Asset Management Inc | 11,400 | $202.4 萬 | 0.41% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 11,420 | $202.7 萬 | 0.10% | +4,398+62.6% | 加碼 |
| Adviser Investments LLC | 11,501 | $204.2 萬 | 0.02% | +1,596+16.1% | 加碼 |
| North Dallas Bank & Trust Co | 11,528 | $204.7 萬 | 1.33% | +11,528 | 新進 |
| Allen Investment Management LLC | 11,559 | $205.2 萬 | 0.02% | +7,615+193.1% | 加碼 |
| Magnus Financial Group LLC | 11,574 | $205.5 萬 | 0.16% | +66+0.6% | 加碼 |
| Advisors Preferred, LLC | 11,300 | $205.5 萬 | 0.34% | 00.0% | 不變 |
| Larson Financial Group LLC | 11,595 | $205.8 萬 | 0.07% | −64−0.5% | 減碼 |
| Long Run Wealth Advisors, LLC | 11,597 | $205.9 萬 | 0.39% | +428+3.8% | 加碼 |
| AlphaCore Capital LLC | 11,797 | $209.4 萬 | 0.05% | +2,550+27.6% | 加碼 |
| Berkshire Asset Management LLC | 11,802 | $209.5 萬 | 0.09% | +318+2.8% | 加碼 |
| Principle Wealth Partners LLC | 11,837 | $210.1 萬 | 0.12% | +237+2.0% | 加碼 |
| Courier Capital LLC | 11,886 | $211.0 萬 | 0.12% | −2,486−17.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,886 | $211.0 萬 | 0.08% | +4,745+66.4% | 加碼 |
| Viewpoint Capital Management LLC | 11,894 | $211.2 萬 | 0.91% | 00.0% | 不變 |
| Parsons Capital Management Inc | 11,911 | $211.5 萬 | 0.12% | +215+1.8% | 加碼 |
| Fox Run Management, L.L.C. | 11,913 | $211.5 萬 | 0.33% | +11,913 | 新進 |
| BCS Private Wealth Management, Inc. | 11,947 | $212.1 萬 | 0.72% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 11,950 | $212.2 萬 | 0.02% | +430+3.7% | 加碼 |
| Prudent Man Advisors, LLC | 11,982 | $212.7 萬 | 0.77% | −98−0.8% | 減碼 |
| Kesler, Norman & Wride, LLC | 12,041 | $213.8 萬 | 0.37% | +5,534+85.0% | 加碼 |
| Verdence Capital Advisors LLC | 12,104 | $214.9 萬 | 0.13% | −10.0% | 減碼 |
| Excalibur Management Corp | 12,191 | $216.4 萬 | 0.78% | −161−1.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 12,254 | $217.5 萬 | 0.49% | +12,254 | 新進 |
| Chatham Capital Group, Inc. | 12,341 | $219.1 萬 | 0.31% | −215−1.7% | 減碼 |
| Garner Asset Management Corp | 12,408 | $220.3 萬 | 0.85% | −795−6.0% | 減碼 |
| Trustmark National Bank Trust Department | 12,479 | $221.5 萬 | 0.14% | −54−0.4% | 減碼 |
| Tounjian Advisory Partners, LLC | 12,560 | $223.0 萬 | 0.76% | +12,560 | 新進 |
| Convergence Investment Partners, LLC | 12,568 | $223.1 萬 | 0.44% | −394−3.0% | 減碼 |
| WCG Wealth Advisors LLC | 12,668 | $224.9 萬 | 0.06% | +12,668 | 新進 |
| M&G Plc | 12,635 | $224.9 萬 | 0.01% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 12,699 | $225.4 萬 | 0.33% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 12,036 | $227.6 萬 | 0.07% | −1,842−13.3% | 減碼 |
| Greenwich Wealth Management LLC | 12,859 | $228.3 萬 | 0.10% | +145+1.1% | 加碼 |
| Westpac Banking Corp | 12,860 | $228.3 萬 | 0.14% | −114−0.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 12,894 | $228.9 萬 | 0.02% | −585−4.3% | 減碼 |
| Lansing Street Advisors | 12,911 | $229.2 萬 | 0.59% | +162+1.3% | 加碼 |
| Harfst & Associates, Inc. | 12,913 | $229.2 萬 | 0.41% | −239−1.8% | 減碼 |
| Trust Co of Vermont | 12,937 | $229.7 萬 | 0.10% | −1,102−7.8% | 減碼 |
| Center for Wealth Management Advisory | 13,017 | $231.1 萬 | 1.70% | +13,017 | 新進 |
| Moss Adams Wealth Advisors LLC | 13,172 | $233.8 萬 | 0.17% | −50−0.4% | 減碼 |
| Phoenix Holdings Ltd. | 21,282 | $234.0 萬 | 0.03% | +9,478+80.3% | 加碼 |
| Great Diamond Partners, LLC | 13,233 | $234.9 萬 | 0.45% | −40−0.3% | 減碼 |
| NBT Bank N A | 13,340 | $235.4 萬 | 0.15% | −156−1.2% | 減碼 |
| Axecap Investments, LLC | 13,268 | $235.5 萬 | 1.45% | +13,268 | 新進 |
| Bridgewater Associates, LP | 13,283 | $235.8 萬 | 0.01% | +13,283 | 新進 |
| Profund Advisors LLC | 13,418 | $238.2 萬 | 0.07% | −3,190−19.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 13,456 | $238.9 萬 | 0.18% | +90+0.7% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 13,456 | $238.9 萬 | 0.19% | +4,184+45.1% | 加碼 |
| Quadcap Wealth Management, LLC | 13,469 | $239.1 萬 | 0.27% | −270−2.0% | 減碼 |
| Mather Group, LLC. | 13,497 | $239.6 萬 | 0.02% | +591+4.6% | 加碼 |
| Systematic Financial Management LP | 13,500 | $239.7 萬 | 0.06% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 13,562 | $240.8 萬 | 0.87% | −21−0.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 13,586 | $241.2 萬 | 0.14% | +552+4.2% | 加碼 |
| Mutual Advisors, LLC | 13,602 | $241.5 萬 | 0.05% | +370+2.8% | 加碼 |
| Chesapeake Wealth Management | 13,648 | $242.3 萬 | 0.72% | −441−3.1% | 減碼 |
| Wakefield Asset Management LLLP | 13,716 | $243.5 萬 | 0.66% | −3,740−21.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 23,603 | $244.0 萬 | 0.06% | +408+1.8% | 加碼 |
| LS Investment Advisors, LLC | 13,760 | $244.3 萬 | 0.34% | −405−2.9% | 減碼 |
| Savvy Advisors, Inc. | 13,765 | $244.4 萬 | 0.08% | +3,962+40.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 13,767 | $244.4 萬 | 0.36% | −277−2.0% | 減碼 |
| First Citizens Bank & Trust Co | 13,774 | $244.5 萬 | 0.05% | +1,631+13.4% | 加碼 |
| Trust Asset Management LLC | 13,779 | $244.6 萬 | 0.17% | −532−3.7% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,873 | $246.3 萬 | 1.60% | +7,658+123.2% | 加碼 |