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 |
|---|---|---|---|---|---|
| Versor Investments LP | 3,193 | $56.7 萬 | 0.09% | −179−5.3% | 減碼 |
| Balboa Wealth Partners | 3,181 | $56.5 萬 | 0.09% | +59+1.9% | 加碼 |
| Summit Wealth Group, LLC | 3,166 | $56.2 萬 | 0.13% | +180+6.0% | 加碼 |
| Argent Advisors, Inc. | 3,164 | $56.2 萬 | 0.16% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 3,151 | $55.9 萬 | 0.03% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 3,148 | $55.9 萬 | 0.04% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 3,140 | $55.7 萬 | 0.05% | −910−22.5% | 減碼 |
| J.M. Arbour, LLC | 3,140 | $55.7 萬 | 0.56% | +3,140 | 新進 |
| Hobbs Group Advisors, LLC | 3,129 | $55.5 萬 | 0.17% | +6+0.2% | 加碼 |
| Auxano Advisors, LLC | 3,127 | $55.5 萬 | 0.11% | +251+8.7% | 加碼 |
| Polymer Capital Management (US) LLC | 3,127 | $55.5 萬 | 0.07% | +3,127 | 新進 |
| Sentry Investment Management LLC | 3,113 | $55.3 萬 | 0.36% | 00.0% | 不變 |
| McLean Asset Management Corp | 3,058 | $55.3 萬 | 0.10% | +5+0.2% | 加碼 |
| Guilbault Capital LLC | 3,110 | $55.2 萬 | 0.62% | +3,110 | 新進 |
| Castleview Partners, LLC | 3,107 | $55.2 萬 | 0.27% | +426+15.9% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $55.0 萬 | 0.00% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,098 | $55.0 萬 | 0.02% | +19+0.6% | 加碼 |
| Everpar Advisors LLC | 3,097 | $55.0 萬 | 0.20% | +184+6.3% | 加碼 |
| Optimize Financial Inc | 3,088 | $54.8 萬 | 0.28% | +44+1.4% | 加碼 |
| Viawealth, LLC | 3,078 | $54.6 萬 | 0.31% | −209−6.4% | 減碼 |
| Focus Financial Network, Inc. | 3,071 | $54.5 萬 | 0.02% | +47+1.6% | 加碼 |
| Modern Wealth Management, LLC | 3,070 | $54.5 萬 | 0.01% | +550+21.8% | 加碼 |
| Fulcrum Capital LLC | 3,066 | $54.4 萬 | 0.11% | 00.0% | 不變 |
| Root Financial Partners, LLC | 3,057 | $54.3 萬 | 0.03% | +283+10.2% | 加碼 |
| Tactive Advisors, LLC | 3,050 | $54.1 萬 | 0.16% | +70+2.3% | 加碼 |
| Southern Financial Group, LLC | 3,049 | $54.1 萬 | 0.16% | +3,049 | 新進 |
| Key Financial Inc | 3,040 | $54.0 萬 | 0.10% | +106+3.6% | 加碼 |
| Crawford Investment Counsel Inc | 3,038 | $53.9 萬 | 0.01% | +138+4.8% | 加碼 |
| Navis Wealth Advisors, LLC | 3,026 | $53.7 萬 | 0.23% | −76−2.5% | 減碼 |
| PFG Advisors | 3,024 | $53.7 萬 | 0.03% | −1,097−26.6% | 減碼 |
| Code Waechter LLC | 3,021 | $53.6 萬 | 0.34% | −1,381−31.4% | 減碼 |
| Leigh Baldwin & Co., LLC | 3,022 | $53.6 萬 | 0.35% | −134−4.2% | 減碼 |
| One Wealth Advisors, LLC | 3,013 | $53.5 萬 | 0.07% | 00.0% | 不變 |
| Partners Wealth Management, LLC | 3,011 | $53.5 萬 | 0.56% | −10−0.3% | 減碼 |
| Fell Capital Management | 3,010 | $53.4 萬 | 0.52% | +3,010 | 新進 |
| Spirit of America Management Corp | 3,000 | $53.3 萬 | 0.11% | 00.0% | 不變 |
| Cfo Capital Management LLC | 3,000 | $53.3 萬 | 0.40% | +3,000 | 新進 |
| Blue Fin Capital, Inc. | 2,965 | $52.6 萬 | 0.08% | 00.0% | 不變 |
| Legacy Solutions, LLC | 2,963 | $52.6 萬 | 0.46% | −22−0.7% | 減碼 |
| Founders Financial Alliance, LLC | 2,961 | $52.6 萬 | 0.10% | +12+0.4% | 加碼 |
| USA Financial Portformulas Corp | 2,956 | $52.5 萬 | 0.10% | −841−22.1% | 減碼 |
| Five Oceans Advisors | 2,946 | $52.3 萬 | 0.18% | +12+0.4% | 加碼 |
| Golden State Wealth Management, LLC | 2,945 | $52.3 萬 | 0.06% | +8+0.3% | 加碼 |
| O'Rourke & Company, Inc | 2,944 | $52.3 萬 | 0.20% | +7+0.2% | 加碼 |
| JM2 Capital Inc. | 2,943 | $52.3 萬 | 0.42% | +2,943 | 新進 |
| Elyxium Wealth, LLC | 2,934 | $52.1 萬 | 0.14% | +120+4.3% | 加碼 |
| American State Bank (Iowa) | 2,933 | $52.1 萬 | 0.25% | +11+0.4% | 加碼 |
| Oakworth Capital, Inc. | 2,923 | $51.9 萬 | 0.03% | +236+8.8% | 加碼 |
| Sivia Capital Partners, LLC | 2,921 | $51.9 萬 | 0.11% | +283+10.7% | 加碼 |
| First County Bank | 2,918 | $51.8 萬 | 0.28% | −358−10.9% | 減碼 |
| Castle Wealth Management LLC | 2,911 | $51.7 萬 | 0.17% | −103−3.4% | 減碼 |
| Tanager Wealth Management LLP | 2,900 | $51.5 萬 | 0.05% | +121+4.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,894 | $51.4 萬 | 0.20% | −587−16.9% | 減碼 |
| Intesa Sanpaolo S.p.A. | 2,859 | $51.2 萬 | 0.03% | +2,859 | 新進 |
| Plancorp, LLC | 2,881 | $51.1 萬 | 0.02% | +23+0.8% | 加碼 |
| Grimes & Company, Inc. | 2,875 | $51.0 萬 | 0.01% | +104+3.8% | 加碼 |
| Voya Financial Advisors, Inc. | 2,809 | $50.5 萬 | 0.05% | +290+11.5% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 2,773 | $50.5 萬 | 0.11% | +2,773 | 新進 |
| Bank of Nova Scotia Trust Co | 2,844 | $50.5 萬 | 0.04% | −986−25.7% | 減碼 |
| 55 North Private Wealth, LLC | 2,841 | $50.4 萬 | 0.13% | +2,841 | 新進 |
| River Wealth Advisors LLC | 2,837 | $50.4 萬 | 0.06% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,829 | $50.2 萬 | 0.25% | +149+5.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 2,825 | $50.1 萬 | 0.02% | −19−0.7% | 減碼 |
| Spartan Planning & Wealth Management | 2,822 | $50.1 萬 | 0.37% | +79+2.9% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 2,822 | $50.1 萬 | 0.12% | +22+0.8% | 加碼 |
| Cercano Management LLC | 2,812 | $49.9 萬 | 0.02% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $49.8 萬 | 0.05% | 00.0% | 不變 |
| Aspen Wealth Strategies, LLC | 2,798 | $49.7 萬 | 0.27% | −20−0.7% | 減碼 |
| Fairscale Capital, LLC | 2,791 | $49.5 萬 | 0.33% | −13−0.5% | 減碼 |
| Ashford Capital Management Inc | 2,790 | $49.5 萬 | 0.06% | +120+4.5% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,790 | $49.5 萬 | 0.12% | +1,355+94.4% | 加碼 |
| Cynosure Management, LLC | 2,789 | $49.5 萬 | 0.05% | +2,789 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,784 | $49.4 萬 | 0.06% | −556−16.6% | 減碼 |
| City State Bank | 2,782 | $49.4 萬 | 0.14% | −96−3.3% | 減碼 |
| Safe Harbor Wealth Advisors, LLC | 2,933 | $49.3 萬 | 0.48% | +2,933 | 新進 |
| SLT Holdings LLC | 2,776 | $49.3 萬 | 0.33% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 2,774 | $49.2 萬 | 0.11% | 00.0% | 不變 |
| American Trust | 2,770 | $49.2 萬 | 0.04% | +100+3.7% | 加碼 |
| Austin Private Wealth, LLC | 2,770 | $49.2 萬 | 0.04% | −97−3.4% | 減碼 |
| WealthShield Partners, LLC | 2,768 | $49.1 萬 | 0.05% | +623+29.0% | 加碼 |
| LBMC Investment Advisors, LLC | 2,764 | $49.1 萬 | 0.03% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 2,762 | $49.0 萬 | 0.14% | −51−1.8% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,762 | $49.0 萬 | 0.31% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 2,758 | $49.0 萬 | 0.05% | +224+8.8% | 加碼 |
| Severin Investments, LLC | 2,753 | $48.9 萬 | 0.43% | −237−7.9% | 減碼 |
| Legacy Advisors, LLC | 2,746 | $48.7 萬 | 0.05% | +562+25.7% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,742 | $48.7 萬 | 0.04% | +49+1.8% | 加碼 |
| Charter Capital Management, LLC | 2,735 | $48.6 萬 | 0.25% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 2,728 | $48.4 萬 | 0.05% | −90−3.2% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,728 | $48.4 萬 | 0.09% | +254+10.3% | 加碼 |
| TSG Advice Partners, LLC | 2,724 | $48.4 萬 | 0.07% | +2,724 | 新進 |
| Broadleaf Partners, LLC | 2,719 | $48.3 萬 | 0.10% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 2,710 | $48.1 萬 | 0.12% | +176+6.9% | 加碼 |
| Aft, Forsyth & Company, Inc. | 2,685 | $47.7 萬 | 0.21% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 2,677 | $47.7 萬 | 0.04% | +164+6.5% | 加碼 |
| Ellsworth Advisors, LLC | 2,491 | $47.6 萬 | 0.09% | −173−6.5% | 減碼 |
| Naviter Wealth, LLC | 2,674 | $47.5 萬 | 0.06% | −704−20.8% | 減碼 |
| Burling Wealth Partners, LLC | 2,674 | $47.5 萬 | 0.07% | +189+7.6% | 加碼 |
| Rockingstone Advisors LLC | 2,655 | $47.1 萬 | 0.21% | −25−0.9% | 減碼 |
| Maxele Advisors, LLC | 2,655 | $47.1 萬 | 0.38% | +410+18.3% | 加碼 |