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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 11,305 | $200.6 萬 | 0.20% | +11,305 | 新進 |
| Wilkins Investment Counsel Inc | 11,299 | $200.6 萬 | 0.29% | 00.0% | 不變 |
| Golden State Equity Partners | 11,298 | $200.6 萬 | 0.32% | −891−7.3% | 減碼 |
| Community Bank, N.A. | 11,226 | $199.3 萬 | 0.24% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 11,207 | $199.0 萬 | 0.21% | +1,096+10.8% | 加碼 |
| Cigna Investments Inc | 11,191 | $198.6 萬 | 0.29% | −153−1.3% | 減碼 |
| Cape Ann Savings Bank | 11,160 | $198.1 萬 | 1.02% | +120+1.1% | 加碼 |
| Moment Partners, LLC | 11,160 | $198.1 萬 | 0.41% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 11,053 | $196.2 萬 | 0.12% | +11,053 | 新進 |
| Independent Financial Group, LLC | 11,020 | $195.6 萬 | 0.04% | −931−7.8% | 減碼 |
| Washington Trust Co | 10,990 | $195.1 萬 | 0.06% | −185−1.7% | 減碼 |
| Delta Asset Management LLC | 10,987 | $195.1 萬 | 0.17% | −55−0.5% | 減碼 |
| Premier Path Wealth Partners, LLC | 10,861 | $192.8 萬 | 0.25% | +771+7.6% | 加碼 |
| Sagewood Asset Management LP | 10,765 | $191.1 萬 | 0.68% | +10,765 | 新進 |
| Nations Financial Group Inc, | 10,721 | $190.3 萬 | 0.10% | +4,976+86.6% | 加碼 |
| IFP Advisors, Inc | 10,692 | $189.8 萬 | 0.04% | +604+6.0% | 加碼 |
| Nilsine Partners, LLC | 10,683 | $189.7 萬 | 0.16% | +492+4.8% | 加碼 |
| Mork Capital Management, LLC | 10,670 | $189.4 萬 | 1.16% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 10,669 | $189.4 萬 | 0.01% | −661−5.8% | 減碼 |
| Ci Investments Inc. | 10,643 | $188.9 萬 | 0.01% | −23,974−69.3% | 減碼 |
| Parcion Private Wealth LLC | 10,613 | $188.4 萬 | 0.11% | +42+0.4% | 加碼 |
| Foster & Motley Inc | 10,591 | $188.0 萬 | 0.10% | −968−8.4% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 10,578 | $187.8 萬 | 0.74% | +1,419+15.5% | 加碼 |
| Zions Bancorporation, National Association | 10,566 | $187.6 萬 | 0.09% | +716+7.3% | 加碼 |
| Zullo Investment Group, Inc. | 10,564 | $187.5 萬 | 0.69% | −173−1.6% | 減碼 |
| Abacus Wealth Partners, LLC | 10,543 | $187.2 萬 | 0.18% | +10,543 | 新進 |
| SBI Securities Co., Ltd. | 10,494 | $186.3 萬 | 0.05% | +570+5.7% | 加碼 |
| Hartford Funds Management Co LLC | 10,481 | $186.1 萬 | 0.15% | −493−4.5% | 減碼 |
| Gallagher Capital Advisors, LLC | 10,098 | $183.7 萬 | 1.19% | +61+0.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 10,292 | $182.8 萬 | 0.00% | +1,499+17.0% | 加碼 |
| Morse Asset Management, Inc | 10,283 | $182.6 萬 | 0.36% | +52+0.5% | 加碼 |
| Portside Wealth Group, LLC | 10,210 | $181.3 萬 | 0.25% | +683+7.2% | 加碼 |
| Lee Financial Co | 10,172 | $180.6 萬 | 0.24% | −1,620−13.7% | 減碼 |
| Chicago Partners Investment Group LLC | 10,057 | $180.0 萬 | 0.04% | +454+4.7% | 加碼 |
| First Citizens Financial Corp | 10,132 | $179.9 萬 | 0.89% | +148+1.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,987 | $179.7 萬 | 0.26% | +9+0.1% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 10,050 | $178.4 萬 | 0.68% | +1,113+12.5% | 加碼 |
| Jamison Private Wealth Management, Inc. | 10,048 | $178.4 萬 | 0.22% | +148+1.5% | 加碼 |
| Armis Advisers, LLC | 10,988 | $177.4 萬 | 0.20% | +27+0.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 9,949 | $176.6 萬 | 0.03% | +96+1.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 9,943 | $176.5 萬 | 0.09% | −382−3.7% | 減碼 |
| Clough Capital Partners L P | 9,928 | $176.3 萬 | 0.16% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 9,894 | $175.6 萬 | 0.16% | +712+7.8% | 加碼 |
| 111 Capital | 9,823 | $174.4 萬 | 0.38% | +6,230+173.4% | 加碼 |
| Congress Asset Management Co | 9,821 | $174.4 萬 | 0.01% | −618−5.9% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 9,778 | $173.6 萬 | 2.18% | −5,427−35.7% | 減碼 |
| Sapient Capital LLC | 9,676 | $173.3 萬 | 0.02% | +6,606+215.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 9,726 | $172.7 萬 | 0.04% | −480−4.7% | 減碼 |
| Chung Wu Investment Group, LLC | 9,705 | $172.3 萬 | 1.41% | +45+0.5% | 加碼 |
| NorthRock Partners, LLC | 9,704 | $172.3 萬 | 0.03% | −14,973−60.7% | 減碼 |
| Affinity Investment Advisors, LLC | 9,694 | $172.1 萬 | 1.14% | +3,650+60.4% | 加碼 |
| Gsa Capital Partners LLP | 9,628 | $170.9 萬 | 0.15% | +7,190+294.9% | 加碼 |
| Wedbush Securities Inc | 9,577 | $170.0 萬 | 0.05% | +294+3.2% | 加碼 |
| Integrated Quantitative Investments LLC | 9,548 | $169.5 萬 | 0.36% | +9,548 | 新進 |
| VestGen Advisors, LLC | 9,526 | $169.1 萬 | 0.07% | −1,664−14.9% | 減碼 |
| KPP Advisory Services LLC | 9,493 | $168.5 萬 | 0.24% | +44+0.5% | 加碼 |
| Evelyn Partners Investment Management LLP | 9,465 | $168.0 萬 | 0.05% | −800−7.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,455 | $167.9 萬 | 0.05% | +458+5.1% | 加碼 |
| W Advisors, LLC | 9,403 | $166.9 萬 | 0.84% | −43−0.5% | 減碼 |
| TRUE Private Wealth Advisors | 9,393 | $166.7 萬 | 0.17% | −95−1.0% | 減碼 |
| Hancock Whitney Corp | 9,389 | $166.7 萬 | 0.03% | −17−0.2% | 減碼 |
| 71 West Capital Partners | 9,387 | $166.6 萬 | 0.08% | +9,387 | 新進 |
| Mosley Wealth Management | 10,637 | $165.6 萬 | 0.76% | +10,637 | 新進 |
| TownSquare Capital, LLC | 9,295 | $165.0 萬 | 0.37% | −4,678−33.5% | 減碼 |
| Silver Oak Securities, Inc | 9,087 | $162.7 萬 | 0.11% | −127−1.4% | 減碼 |
| Busey Wealth Management | 9,165 | $162.7 萬 | 0.04% | −148−1.6% | 減碼 |
| Howard Capital Management Inc. | 9,163 | $162.7 萬 | 0.02% | +49+0.5% | 加碼 |
| Teucrium Investment Advisors, LLC | 9,144 | $162.3 萬 | 1.78% | +9,144 | 新進 |
| Strait & Sound Wealth Management LLC | 9,141 | $162.3 萬 | 0.60% | +249+2.8% | 加碼 |
| KLCM Advisors, Inc. | 9,107 | $161.7 萬 | 0.14% | −1,188−11.5% | 減碼 |
| Retirement Planning Co of New England, Inc. | 9,106 | $161.7 萬 | 0.65% | +75+0.8% | 加碼 |
| Portfolio Design Labs, LLC | 9,069 | $161.0 萬 | 0.27% | +180+2.0% | 加碼 |
| Delphi Management Inc | 8,980 | $159.4 萬 | 1.55% | −981−9.8% | 減碼 |
| Wiregrass Investment Management LLC | 8,933 | $158.6 萬 | 1.33% | +8,933 | 新進 |
| LGT Group Foundation | 8,847 | $158.4 萬 | 0.02% | −56,991−86.6% | 減碼 |
| IHT Wealth Management, LLC | 8,875 | $157.7 萬 | 0.04% | +1,430+19.2% | 加碼 |
| NCM Capital Management, LLC | 8,877 | $157.6 萬 | 0.58% | −232−2.5% | 減碼 |
| Legacy Bridge, LLC | 8,867 | $157.4 萬 | 0.64% | −51−0.6% | 減碼 |
| Triangle Securities Wealth Management | 8,856 | $157.2 萬 | 0.33% | −243−2.7% | 減碼 |
| Pennsylvania Capital Management Inc | 8,817 | $156.5 萬 | 0.43% | −504−5.4% | 減碼 |
| Bryn Mawr Trust Co | 8,814 | $156.5 萬 | 0.04% | −103−1.2% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 8,790 | $156.0 萬 | 0.02% | −18,000−67.2% | 減碼 |
| Spire Wealth Management | 8,786 | $156.0 萬 | 0.05% | +400+4.8% | 加碼 |
| AXA S.A. | 8,771 | $155.7 萬 | 0.74% | −1,511−14.7% | 減碼 |
| Verity & Verity, LLC | 8,759 | $155.5 萬 | 0.12% | +1,139+14.9% | 加碼 |
| Axq Capital, LP | 8,742 | $155.2 萬 | 0.35% | +8,742 | 新進 |
| Fort Point Capital Partners LLC | 8,105 | $155.0 萬 | 0.19% | +208+2.6% | 加碼 |
| Regal Investment Advisors LLC | 8,717 | $154.8 萬 | 0.09% | −348−3.8% | 減碼 |
| Buckley Wealth Management, LLC | 8,678 | $154.1 萬 | 0.41% | −25−0.3% | 減碼 |
| First Horizon Corp | 8,625 | $153.1 萬 | 0.07% | +786+10.0% | 加碼 |
| BluePath Capital Management, LLC | 8,616 | $153.0 萬 | 1.03% | +564+7.0% | 加碼 |
| FourThought Financial Partners, LLC | 8,589 | $152.5 萬 | 0.13% | +156+1.8% | 加碼 |
| Dempze Nancy E | 8,583 | $152.4 萬 | 0.79% | +583+7.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 8,506 | $152.3 萬 | 0.03% | −394−4.4% | 減碼 |
| Kathmere Capital Management, LLC | 8,580 | $152.3 萬 | 0.10% | +1,450+20.3% | 加碼 |
| Bank of Stockton | 8,573 | $152.2 萬 | 0.44% | +880+11.4% | 加碼 |
| Bridgefront Capital, LLC | 8,559 | $151.9 萬 | 0.38% | +8,559 | 新進 |
| New Vernon Investment Management LLC | 8,550 | $151.8 萬 | 1.48% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 8,502 | $150.9 萬 | 0.19% | +5,733+207.0% | 加碼 |
| Goldstone Financial Group, LLC | 8,468 | $150.3 萬 | 0.17% | +1,475+21.1% | 加碼 |