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 |
|---|---|---|---|---|---|
| CNB Bank | 4,606 | $81.8 萬 | 0.33% | −148−3.1% | 減碼 |
| Continuum Advisory, LLC | 4,593 | $81.5 萬 | 0.08% | −466−9.2% | 減碼 |
| Arsenal Capital Advisors LLC | 4,586 | $81.4 萬 | 0.58% | +4,586 | 新進 |
| Harvest Fund Management Co., Ltd | 4,587 | $81.4 萬 | 0.03% | +3,022+193.1% | 加碼 |
| Alta Wealth Advisors LLC | 4,581 | $81.3 萬 | 0.27% | +2,532+123.6% | 加碼 |
| Powell Investment Advisors, LLC | 4,578 | $81.3 萬 | 0.28% | +27+0.6% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 4,572 | $81.2 萬 | 0.17% | +4,572 | 新進 |
| Bell & Brown Wealth Advisors, LLC | 4,566 | $81.1 萬 | 0.26% | +16+0.4% | 加碼 |
| Trueblood Wealth Management, LLC | 4,565 | $81.0 萬 | 0.32% | +809+21.5% | 加碼 |
| Main Street Financial Solutions, LLC | 4,561 | $81.0 萬 | 0.06% | −6,723−59.6% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $81.0 萬 | 0.04% | +4,500 | 新進 |
| Renaissance Investment Group LLC | 4,550 | $80.8 萬 | 0.16% | 00.0% | 不變 |
| Wealth Science Advisors LLC | 4,545 | $80.7 萬 | 0.47% | +4,545 | 新進 |
| Mosaic Family Wealth Partners, LLC | 4,543 | $80.7 萬 | 0.09% | −6−0.1% | 減碼 |
| Arcataur Capital Management LLC | 4,534 | $80.5 萬 | 0.23% | −15−0.3% | 減碼 |
| Chase Investment Counsel Corp | 4,534 | $80.4 萬 | 0.22% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 4,528 | $80.4 萬 | 0.04% | +244+5.7% | 加碼 |
| Harbour Investments, Inc. | 4,527 | $80.4 萬 | 0.02% | +500+12.4% | 加碼 |
| Beta Wealth Group, Inc. | 4,519 | $80.2 萬 | 0.32% | −198−4.2% | 減碼 |
| Eagle Rock Investment Company, LLC | 4,500 | $79.9 萬 | 0.11% | −1,500−25.0% | 減碼 |
| United Bank | 4,500 | $79.9 萬 | 0.11% | 00.0% | 不變 |
| Signet Private Wealth LLC | 4,488 | $79.7 萬 | 0.76% | +4,488 | 新進 |
| Allen Capital Group, LLC | 4,486 | $79.6 萬 | 0.07% | +146+3.4% | 加碼 |
| Roundview Capital LLC | 4,483 | $79.6 萬 | 0.05% | −64−1.4% | 減碼 |
| Lavaca Capital LLC | 4,482 | $79.6 萬 | 0.13% | +27+0.6% | 加碼 |
| Constitution Capital LLC | 4,480 | $79.5 萬 | 0.38% | −80−1.8% | 減碼 |
| Willner & Heller, LLC | 4,480 | $79.5 萬 | 0.57% | −147−3.2% | 減碼 |
| Goldenstone Wealth Management LLC | 4,461 | $79.2 萬 | 0.59% | +4,461 | 新進 |
| Cheviot Value Management, LLC | 4,325 | $78.9 萬 | 0.08% | +100+2.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,420 | $78.5 萬 | 0.08% | +56+1.3% | 加碼 |
| Simplicity Wealth,LLC | 4,408 | $78.3 萬 | 0.05% | +136+3.2% | 加碼 |
| Red Door Wealth Management, LLC | 4,401 | $78.1 萬 | 0.08% | +132+3.1% | 加碼 |
| Sentinus, LLC | 4,396 | $78.0 萬 | 0.07% | +650+17.4% | 加碼 |
| Hudock, Inc. | 4,379 | $77.8 萬 | 0.11% | +15+0.3% | 加碼 |
| Optas, LLC | 4,376 | $77.7 萬 | 0.12% | +698+19.0% | 加碼 |
| Moors & Cabot, Inc. | 4,371 | $77.6 萬 | 0.03% | +185+4.4% | 加碼 |
| Indivisible Partners | 4,362 | $77.4 萬 | 0.08% | +4,362 | 新進 |
| S Harris Financial Group, LLC | 4,354 | $77.3 萬 | 0.74% | +4,354 | 新進 |
| SageView Advisory Group, LLC | 4,350 | $77.2 萬 | 0.03% | +1,244+40.1% | 加碼 |
| Global Financial Private Client, LLC | 4,344 | $77.1 萬 | 0.27% | +2,867+194.1% | 加碼 |
| Evexia Wealth LLC | 4,265 | $77.1 萬 | 0.22% | −747−14.9% | 減碼 |
| Apriem Advisors | 4,341 | $77.1 萬 | 0.07% | −191−4.2% | 減碼 |
| SummitTX Capital, L.P. | 4,337 | $77.0 萬 | 0.02% | −4,643−51.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,327 | $76.8 萬 | 0.21% | +146+3.5% | 加碼 |
| Tuttle Tactical Management | 4,317 | $76.6 萬 | 1.69% | +4,317 | 新進 |
| Leelyn Smith, LLC | 4,304 | $76.4 萬 | 0.11% | +4,304 | 新進 |
| Divergent Planning, LLC | 4,193 | $76.3 萬 | 0.19% | +4,193 | 新進 |
| McLaughlin Asset Management, Inc. | 4,296 | $76.3 萬 | 0.68% | +4,296 | 新進 |
| Myriad Asset Management US LP | 4,295 | $76.2 萬 | 1.28% | −11,048−72.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 4,268 | $75.8 萬 | 0.06% | +180+4.4% | 加碼 |
| TFR Capital, LLC. | 4,265 | $75.7 萬 | 0.25% | −5−0.1% | 減碼 |
| Bay Capital Advisors, LLC | 4,259 | $75.6 萬 | 0.46% | 00.0% | 不變 |
| Boston Private Wealth LLC | 4,258 | $75.6 萬 | 0.04% | −196−4.4% | 減碼 |
| Ostrum Asset Management | 4,251 | $75.5 萬 | 0.04% | +1,312+44.6% | 加碼 |
| Millennium Capital Advisors, LLC | 4,243 | $75.3 萬 | 0.44% | +31+0.7% | 加碼 |
| Fielder Capital Group LLC | 4,216 | $74.8 萬 | 0.16% | +57+1.4% | 加碼 |
| Piedmont Capital Management, LLC | 4,205 | $74.7 萬 | 0.49% | +4,205 | 新進 |
| Nichols & Pratt Advisers LLP | 4,195 | $74.5 萬 | 0.05% | +250+6.3% | 加碼 |
| Anchyra Partners LLC | 4,195 | $74.5 萬 | 0.23% | +4,195 | 新進 |
| Accurate Wealth Management, LLC | 4,001 | $74.4 萬 | 0.09% | −80−2.0% | 減碼 |
| Woodmont Investment Counsel LLC | 4,190 | $74.4 萬 | 0.05% | −971−18.8% | 減碼 |
| Catherine Avery Investment Management LLC | 4,189 | $74.4 萬 | 0.45% | −43−1.0% | 減碼 |
| First American Trust, FSB | 4,180 | $74.2 萬 | 0.05% | −386−8.5% | 減碼 |
| Arbor Investment Advisors, LLC | 4,175 | $74.1 萬 | 0.10% | −2,302−35.5% | 減碼 |
| Transatlantique Private Wealth LLC | 4,172 | $74.1 萬 | 0.23% | −1,500−26.4% | 減碼 |
| Cambient Family Office, LLC | 4,151 | $73.7 萬 | 0.11% | +4,151 | 新進 |
| Alliance Wealth Advisors, LLC | 4,133 | $73.4 萬 | 0.35% | 00.0% | 不變 |
| Salzhauer Michael | 4,131 | $73.3 萬 | 0.33% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 4,126 | $73.2 萬 | 0.07% | +78+1.9% | 加碼 |
| Retirement Planning Group | 4,121 | $73.2 萬 | 0.02% | +1,108+36.8% | 加碼 |
| Berkeley Capital Partners, LLC | 4,115 | $73.1 萬 | 0.17% | +1,522+58.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 4,107 | $72.9 萬 | 0.05% | +134+3.4% | 加碼 |
| Holderness Investments Co | 4,096 | $72.7 萬 | 0.15% | −13−0.3% | 減碼 |
| KKM Financial LLC | 4,094 | $72.7 萬 | 0.13% | 00.0% | 不變 |
| Baader Bank INC | 4,119 | $72.7 萬 | 0.06% | +4,119 | 新進 |
| Nippon Life Global Investors Americas, Inc. | 4,080 | $72.4 萬 | 0.03% | +4,080 | 新進 |
| Directional Asset Management | 4,077 | $72.4 萬 | 0.63% | +4,077 | 新進 |
| Wimmer Associates 1, LLC | 4,071 | $72.3 萬 | 0.34% | 00.0% | 不變 |
| B&L Asset Management LLC | 4,067 | $72.2 萬 | 0.32% | +895+28.2% | 加碼 |
| X-Square Capital, LLC | 4,065 | $72.2 萬 | 0.24% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 4,062 | $72.1 萬 | 0.02% | +93+2.3% | 加碼 |
| Signature Estate & Investment Advisors LLC | 4,056 | $72.0 萬 | 0.01% | −323−7.4% | 減碼 |
| Waters Parkerson & Co., LLC | 4,050 | $71.9 萬 | 0.04% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 4,038 | $71.7 萬 | 0.13% | +25+0.6% | 加碼 |
| Cromwell Holdings LLC | 4,034 | $71.6 萬 | 0.39% | 00.0% | 不變 |
| Alpha Family Trust | 4,025 | $71.5 萬 | 0.33% | 00.0% | 不變 |
| New Hampshire Trust | 4,016 | $71.3 萬 | 0.14% | −714−15.1% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,014 | $71.3 萬 | 0.14% | +254+6.8% | 加碼 |
| Whalen Wealth Management Inc. | 3,964 | $70.4 萬 | 0.38% | +3,964 | 新進 |
| 3Chopt Investment Partners, LLC | 3,957 | $70.2 萬 | 0.16% | +11+0.3% | 加碼 |
| Perennial Investment Advisors, LLC | 3,958 | $70.2 萬 | 0.06% | −350−8.1% | 減碼 |
| Claro Advisors LLC | 3,954 | $70.2 萬 | 0.10% | −13−0.3% | 減碼 |
| Bullock Wealth Management Group | 3,944 | $70.0 萬 | 0.34% | −43−1.1% | 減碼 |
| Basecamp Wealth Advisors LLC | 3,928 | $69.7 萬 | 0.15% | +3,928 | 新進 |
| Kennebec Savings Bank | 3,915 | $69.5 萬 | 0.60% | +60+1.6% | 加碼 |
| Lebenthal Global Advisors, LLC | 3,914 | $69.5 萬 | 0.11% | +503+14.7% | 加碼 |
| Wrapmanager Inc | 3,912 | $69.4 萬 | 0.23% | −665−14.5% | 減碼 |
| SOL Capital Management CO | 3,875 | $68.8 萬 | 0.06% | 00.0% | 不變 |
| Broyhill Asset Management | 3,865 | $68.6 萬 | 0.60% | 00.0% | 不變 |
| Apella Capital, LLC | 3,857 | $68.5 萬 | 0.01% | +392+11.3% | 加碼 |