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 2,746 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
- 2,533
- 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 837 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 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $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 |
|---|---|---|---|---|---|
| Trust Investment Advisors | 15,050 | $267.2 萬 | 1.42% | +95+0.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 15,032 | $266.9 萬 | 0.01% | −45,080−75.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 15,030 | $266.8 萬 | 0.14% | +280+1.9% | 加碼 |
| Engineers Gate Manager LP | 15,025 | $266.7 萬 | 0.03% | +15,025 | 新進 |
| CFM Wealth Partners LLC | 14,885 | $264.2 萬 | 0.38% | +2,057+16.0% | 加碼 |
| Mystic Asset Management, Inc. | 14,882 | $264.2 萬 | 0.60% | −28−0.2% | 減碼 |
| New England Research & Management, Inc. | 14,875 | $264.1 萬 | 1.16% | −400−2.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 14,840 | $263.5 萬 | 0.10% | −162−1.1% | 減碼 |
| 1st Source Bank | 14,814 | $263.0 萬 | 0.14% | −1,300−8.1% | 減碼 |
| DRW Securities, LLC | 14,720 | $261.3 萬 | 0.20% | −23,691−61.7% | 減碼 |
| Interchange Capital Partners, LLC | 14,666 | $260.4 萬 | 0.48% | −29−0.2% | 減碼 |
| NVWM, LLC | 14,664 | $260.3 萬 | 0.57% | −751−4.9% | 減碼 |
| Evoke Wealth, LLC | 14,624 | $259.6 萬 | 0.05% | −366−2.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 14,602 | $259.2 萬 | 0.18% | −582−3.8% | 減碼 |
| Insigneo Advisory Services, LLC | 14,571 | $258.7 萬 | 0.19% | −405−2.7% | 減碼 |
| IPG Investment Advisors LLC | 14,509 | $257.6 萬 | 0.45% | −707−4.6% | 減碼 |
| Matrix Trust Co | 14,462 | $256.7 萬 | 0.42% | −632−4.2% | 減碼 |
| Avestar Capital, LLC | 14,435 | $256.3 萬 | 0.18% | −473−3.2% | 減碼 |
| Northcape Wealth Management, LLC | 14,347 | $254.7 萬 | 0.72% | −300−2.0% | 減碼 |
| Ronald Blue Trust, Inc. | 14,332 | $254.4 萬 | 0.03% | −849−5.6% | 減碼 |
| Umpqua Bank | 14,270 | $253.3 萬 | 0.70% | −622−4.2% | 減碼 |
| Fortis Capital Advisors, LLC | 14,231 | $252.6 萬 | 0.37% | −1,579−10.0% | 減碼 |
| Wedmont Private Capital | 13,622 | $251.7 萬 | 0.09% | −616−4.3% | 減碼 |
| Diligent Investors, LLC | 14,155 | $251.3 萬 | 0.62% | −65−0.5% | 減碼 |
| Quent Capital, LLC | 14,055 | $249.5 萬 | 0.18% | +354+2.6% | 加碼 |
| Twin Capital Management Inc | 14,043 | $249.3 萬 | 0.31% | +3,109+28.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 14,042 | $249.3 萬 | 0.00% | +3,028+27.5% | 加碼 |
| Tocqueville Asset Management L.P. | 14,034 | $249.1 萬 | 0.04% | +144+1.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 13,966 | $247.9 萬 | 1.98% | +405+3.0% | 加碼 |
| Norden Group LLC | 13,963 | $247.9 萬 | 0.24% | +114+0.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 13,876 | $246.3 萬 | 0.54% | −249−1.8% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,873 | $246.3 萬 | 1.60% | +7,658+123.2% | 加碼 |
| Trust Asset Management LLC | 13,779 | $244.6 萬 | 0.17% | −532−3.7% | 減碼 |
| First Citizens Bank & Trust Co | 13,774 | $244.5 萬 | 0.05% | +1,631+13.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 13,767 | $244.4 萬 | 0.36% | −277−2.0% | 減碼 |
| Savvy Advisors, Inc. | 13,765 | $244.4 萬 | 0.08% | +3,962+40.4% | 加碼 |
| LS Investment Advisors, LLC | 13,760 | $244.3 萬 | 0.34% | −405−2.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 23,603 | $244.0 萬 | 0.06% | +408+1.8% | 加碼 |
| Wakefield Asset Management LLLP | 13,716 | $243.5 萬 | 0.66% | −3,740−21.4% | 減碼 |
| Chesapeake Wealth Management | 13,648 | $242.3 萬 | 0.72% | −441−3.1% | 減碼 |
| Mutual Advisors, LLC | 13,602 | $241.5 萬 | 0.05% | +370+2.8% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 13,586 | $241.2 萬 | 0.14% | +552+4.2% | 加碼 |
| Aventura Private Wealth, LLC | 13,562 | $240.8 萬 | 0.87% | −21−0.2% | 減碼 |
| Systematic Financial Management LP | 13,500 | $239.7 萬 | 0.06% | 00.0% | 不變 |
| Mather Group, LLC. | 13,497 | $239.6 萬 | 0.02% | +591+4.6% | 加碼 |
| Quadcap Wealth Management, LLC | 13,469 | $239.1 萬 | 0.27% | −270−2.0% | 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 |
| Profund Advisors LLC | 13,418 | $238.2 萬 | 0.07% | −3,190−19.2% | 減碼 |
| Bridgewater Associates, LP | 13,283 | $235.8 萬 | 0.01% | +13,283 | 新進 |
| Axecap Investments, LLC | 13,268 | $235.5 萬 | 1.45% | +13,268 | 新進 |
| NBT Bank N A | 13,340 | $235.4 萬 | 0.15% | −156−1.2% | 減碼 |
| Great Diamond Partners, LLC | 13,233 | $234.9 萬 | 0.45% | −40−0.3% | 減碼 |
| Phoenix Holdings Ltd. | 21,282 | $234.0 萬 | 0.03% | +9,478+80.3% | 加碼 |
| Moss Adams Wealth Advisors LLC | 13,172 | $233.8 萬 | 0.17% | −50−0.4% | 減碼 |
| Center for Wealth Management Advisory | 13,017 | $231.1 萬 | 1.70% | +13,017 | 新進 |
| Trust Co of Vermont | 12,937 | $229.7 萬 | 0.10% | −1,102−7.8% | 減碼 |
| Harfst & Associates, Inc. | 12,913 | $229.2 萬 | 0.41% | −239−1.8% | 減碼 |
| Lansing Street Advisors | 12,911 | $229.2 萬 | 0.59% | +162+1.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 12,894 | $228.9 萬 | 0.02% | −585−4.3% | 減碼 |
| Westpac Banking Corp | 12,860 | $228.3 萬 | 0.14% | −114−0.9% | 減碼 |
| Greenwich Wealth Management LLC | 12,859 | $228.3 萬 | 0.10% | +145+1.1% | 加碼 |
| Diversify Advisory Services, LLC | 12,036 | $227.6 萬 | 0.07% | −1,842−13.3% | 減碼 |
| Radnor Capital Management, LLC | 12,699 | $225.4 萬 | 0.33% | 00.0% | 不變 |
| M&G Plc | 12,635 | $224.9 萬 | 0.01% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 12,668 | $224.9 萬 | 0.06% | +12,668 | 新進 |
| Convergence Investment Partners, LLC | 12,568 | $223.1 萬 | 0.44% | −394−3.0% | 減碼 |
| Tounjian Advisory Partners, LLC | 12,560 | $223.0 萬 | 0.76% | +12,560 | 新進 |
| Trustmark National Bank Trust Department | 12,479 | $221.5 萬 | 0.14% | −54−0.4% | 減碼 |
| Garner Asset Management Corp | 12,408 | $220.3 萬 | 0.85% | −795−6.0% | 減碼 |
| Chatham Capital Group, Inc. | 12,341 | $219.1 萬 | 0.31% | −215−1.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 12,254 | $217.5 萬 | 0.49% | +12,254 | 新進 |
| Excalibur Management Corp | 12,191 | $216.4 萬 | 0.78% | −161−1.3% | 減碼 |
| Verdence Capital Advisors LLC | 12,104 | $214.9 萬 | 0.13% | −10.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 12,041 | $213.8 萬 | 0.37% | +5,534+85.0% | 加碼 |
| Prudent Man Advisors, LLC | 11,982 | $212.7 萬 | 0.77% | −98−0.8% | 減碼 |
| Advisors Capital Management, LLC | 11,950 | $212.2 萬 | 0.02% | +430+3.7% | 加碼 |
| BCS Private Wealth Management, Inc. | 11,947 | $212.1 萬 | 0.72% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 11,913 | $211.5 萬 | 0.33% | +11,913 | 新進 |
| Parsons Capital Management Inc | 11,911 | $211.5 萬 | 0.12% | +215+1.8% | 加碼 |
| Viewpoint Capital Management LLC | 11,894 | $211.2 萬 | 0.91% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 11,886 | $211.0 萬 | 0.08% | +4,745+66.4% | 加碼 |
| Courier Capital LLC | 11,886 | $211.0 萬 | 0.12% | −2,486−17.3% | 減碼 |
| Principle Wealth Partners LLC | 11,837 | $210.1 萬 | 0.12% | +237+2.0% | 加碼 |
| Berkshire Asset Management LLC | 11,802 | $209.5 萬 | 0.09% | +318+2.8% | 加碼 |
| AlphaCore Capital LLC | 11,797 | $209.4 萬 | 0.05% | +2,550+27.6% | 加碼 |
| Long Run Wealth Advisors, LLC | 11,597 | $205.9 萬 | 0.39% | +428+3.8% | 加碼 |
| Larson Financial Group LLC | 11,595 | $205.8 萬 | 0.07% | −64−0.5% | 減碼 |
| Advisors Preferred, LLC | 11,300 | $205.5 萬 | 0.34% | 00.0% | 不變 |
| Magnus Financial Group LLC | 11,574 | $205.5 萬 | 0.16% | +66+0.6% | 加碼 |
| Allen Investment Management LLC | 11,559 | $205.2 萬 | 0.02% | +7,615+193.1% | 加碼 |
| North Dallas Bank & Trust Co | 11,528 | $204.7 萬 | 1.33% | +11,528 | 新進 |
| Adviser Investments LLC | 11,501 | $204.2 萬 | 0.02% | +1,596+16.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 11,420 | $202.7 萬 | 0.10% | +4,398+62.6% | 加碼 |
| Ar Asset Management Inc | 11,400 | $202.4 萬 | 0.41% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 11,400 | $202.4 萬 | 0.52% | −1,200−9.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 11,342 | $201.4 萬 | 0.07% | −88−0.8% | 減碼 |
| TLWM | 11,341 | $201.3 萬 | 0.37% | −3,205−22.0% | 減碼 |
| Chemung Canal Trust Co | 11,324 | $201.0 萬 | 0.40% | −36−0.3% | 減碼 |
| Independence Bank of Kentucky | 11,306 | $200.7 萬 | 0.25% | −21−0.2% | 減碼 |