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 |
|---|---|---|---|---|---|
| Basswood Capital Management, L.L.C. | 369,259 | $6,555 萬 | 2.89% | 00.0% | 不變 |
| STRS Ohio | 357,444 | $6,346 萬 | 0.24% | −27,511−7.1% | 減碼 |
| Cetera Investment Advisers | 352,663 | $6,206 萬 | 0.07% | +11,457+3.4% | 加碼 |
| AMF Pensionsforsakring AB | 349,419 | $6,203 萬 | 0.38% | −59,652−14.6% | 減碼 |
| Fiduciary Trust Co | 341,397 | $6,061 萬 | 0.69% | −15,808−4.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 341,029 | $6,054 萬 | 0.45% | 00.0% | 不變 |
| Arizona State Retirement System | 336,232 | $5,969 萬 | 0.32% | −13,772−3.9% | 減碼 |
| Annex Advisory Services, LLC | 334,841 | $5,944 萬 | 1.14% | +12,005+3.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 587,689 | $5,923 萬 | 0.11% | 00.0% | 不變 |
| Gradient Investments LLC | 329,766 | $5,854 萬 | 0.93% | −7,305−2.2% | 減碼 |
| Factory Mutual Insurance Co | 329,050 | $5,842 萬 | 0.59% | 00.0% | 不變 |
| Pinebridge Investments LLC | 322,364 | $5,723 萬 | 0.42% | +322,364 | 新進 |
| Ferguson Wellman Capital Management, Inc | 322,333 | $5,722 萬 | 0.92% | −27,387−7.8% | 減碼 |
| Czech National Bank | 318,499 | $5,654 萬 | 0.37% | +10,367+3.4% | 加碼 |
| Foundations Investment Advisors, LLC | 317,190 | $5,631 萬 | 0.74% | +30,616+10.7% | 加碼 |
| State of Michigan Retirement System | 316,226 | $5,614 萬 | 0.27% | −11,900−3.6% | 減碼 |
| Janney Montgomery Scott LLC | 315,775 | $5,606 萬 | 0.13% | +2,322+0.7% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 314,912 | $5,591 萬 | 1.09% | +298,061+1,768.8% | 加碼 |
| Life Cycle Investment Partners Ltd | 312,422 | $5,546 萬 | 0.39% | +312,422 | 新進 |
| Baird Financial Group, Inc. | 309,646 | $5,497 萬 | 0.09% | +2,842+0.9% | 加碼 |
| Fort Washington Investment Advisors Inc | 307,865 | $5,466 萬 | 0.29% | +5,144+1.7% | 加碼 |
| Public Sector Pension Investment Board | 307,583 | $5,461 萬 | 0.18% | +45,972+17.6% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 302,648 | $5,373 萬 | 2.61% | −10,301−3.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 302,112 | $5,363 萬 | 0.09% | +988+0.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 301,458 | $5,352 萬 | 0.66% | +12,880+4.5% | 加碼 |
| Teacher Retirement System of Texas | 301,363 | $5,350 萬 | 0.19% | +8,980+3.1% | 加碼 |
| SG Americas Securities, LLC | 299,650 | $5,320 萬 | 0.07% | +69,138+30.0% | 加碼 |
| GW&K Investment Management, LLC | 298,881 | $5,306 萬 | 0.46% | −1,325−0.4% | 減碼 |
| CIBC Asset Management Inc | 297,315 | $5,278 萬 | 0.13% | +112,615+61.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 295,948 | $5,254 萬 | 0.96% | +6,022+2.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 293,552 | $5,224 萬 | 0.36% | +132,122+81.8% | 加碼 |
| ABN AMRO Bank N.V. | 291,186 | $5,180 萬 | 0.49% | −5,578−1.9% | 減碼 |
| Groupama Asset Managment | 290,510 | $5,157 萬 | 0.76% | −18,532−6.0% | 減碼 |
| DnB Asset Management AS | 289,358 | $5,137 萬 | 0.18% | −500,795−63.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 289,314 | $5,136 萬 | 0.28% | +16,141+5.9% | 加碼 |
| MetLife Investment Management | 288,636 | $5,124 萬 | 0.25% | −11,359−3.8% | 減碼 |
| Woodline Partners LP | 284,009 | $5,042 萬 | 0.20% | +123,671+77.1% | 加碼 |
| Comerica Bank | 281,661 | $5,000 萬 | 0.20% | −18,763−6.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 280,958 | $4,988 萬 | 0.25% | −10,379−3.6% | 減碼 |
| Chilton Capital Management LLC | 280,790 | $4,985 萬 | 1.72% | −11,388−3.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 277,964 | $4,935 萬 | 2.01% | −21,604−7.2% | 減碼 |
| Cerity Partners LLC | 275,699 | $4,895 萬 | 0.07% | +23,193+9.2% | 加碼 |
| TD Waterhouse Canada Inc. | 273,507 | $4,856 萬 | 0.30% | +65,386+31.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 273,482 | $4,855 萬 | 0.30% | +36,082+15.2% | 加碼 |
| Edgar Lomax Co | 272,310 | $4,834 萬 | 3.67% | −6,200−2.2% | 減碼 |
| Agf Management Ltd | 272,105 | $4,831 萬 | 0.21% | −2,165−0.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 271,375 | $4,818 萬 | 0.27% | +12,064+4.7% | 加碼 |
| Clearbridge Investments, LLC | 269,706 | $4,788 萬 | 0.04% | −92,827−25.6% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 269,418 | $4,781 萬 | 0.19% | +1,005+0.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 262,305 | $4,657 萬 | 2.47% | +733+0.3% | 加碼 |
| Matrix Asset Advisors Inc | 260,503 | $4,625 萬 | 4.16% | −7,925−3.0% | 減碼 |
| GWM Advisors LLC | 258,831 | $4,595 萬 | 0.17% | +104,437+67.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 257,649 | $4,574 萬 | 0.08% | +216,251+522.4% | 加碼 |
| ProShare Advisors LLC | 255,207 | $4,531 萬 | 0.08% | +11,283+4.6% | 加碼 |
| Aptus Capital Advisors, LLC | 254,311 | $4,515 萬 | 0.38% | +5,914+2.4% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 253,340 | $4,506 萬 | 0.78% | +253,340 | 新進 |
| Forsta Ap-Fonden | 252,763 | $4,487 萬 | 0.27% | −6,800−2.6% | 減碼 |
| Pacific Heights Asset Management LLC | 250,000 | $4,438 萬 | 1.66% | +10,000+4.2% | 加碼 |
| Keybank National Association | 244,291 | $4,337 萬 | 0.16% | +4,577+1.9% | 加碼 |
| Erste Asset Management GmbH | 242,645 | $4,324 萬 | 0.36% | −2,649−1.1% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 241,171 | $4,282 萬 | 3.14% | −259,363−51.8% | 減碼 |
| Lido Advisors, LLC | 255,519 | $4,242 萬 | 0.17% | +3,150+1.2% | 加碼 |
| IFM Investors Pty Ltd | 233,605 | $4,147 萬 | 0.35% | −2,182−0.9% | 減碼 |
| Tredje AP-fonden | 233,501 | $4,145 萬 | 0.31% | +65,739+39.2% | 加碼 |
| Jupiter Asset Management Ltd | 228,351 | $4,054 萬 | 0.32% | +37,913+19.9% | 加碼 |
| Vestor Capital, LLC | 1,490 | $4,035 萬 | 2.95% | −169,133−99.1% | 減碼 |
| Heritage Investors Management Corp | 226,092 | $4,014 萬 | 1.17% | −5,583−2.4% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 224,850 | $3,992 萬 | 0.36% | +224,850 | 新進 |
| Amalgamated Bank | 224,835 | $3,992 萬 | 0.29% | −3,561−1.6% | 減碼 |
| Susquehanna International Group, LLP | 224,352 | $3,983 萬 | 0.05% | −160,436−41.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 223,747 | $3,972 萬 | 0.57% | +6,747+3.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 222,844 | $3,956 萬 | 0.11% | +15,674+7.6% | 加碼 |
| Maple Capital Management, Inc. | 221,798 | $3,938 萬 | 2.48% | −3,331−1.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 221,412 | $3,931 萬 | 0.24% | +7,900+3.7% | 加碼 |
| First Manhattan Co | 219,622 | $3,899 萬 | 0.10% | −4,142−1.9% | 減碼 |
| Bollard Group LLC | 217,117 | $3,854 萬 | 1.01% | −42,307−16.3% | 減碼 |
| Hudson Bay Capital Management LP | 216,874 | $3,850 萬 | 0.22% | +134,408+163.0% | 加碼 |
| QRG Capital Management, Inc. | 216,523 | $3,844 萬 | 0.43% | +8,512+4.1% | 加碼 |
| Boston Trust Walden Corp | 216,353 | $3,841 萬 | 0.29% | +37,355+20.9% | 加碼 |
| Chilton Investment Co LLC | 216,211 | $3,838 萬 | 0.80% | −115−0.1% | 減碼 |
| HRT Financial LP | 215,369 | $3,823 萬 | 0.12% | +15,589+7.8% | 加碼 |
| Advisor Group Holdings, Inc. | 214,364 | $3,809 萬 | 0.06% | −65,922−23.5% | 減碼 |
| British Columbia Investment Management Corp | 212,457 | $3,772 萬 | 0.20% | +39,897+23.1% | 加碼 |
| LGT Capital Partners Ltd. | 212,023 | $3,764 萬 | 1.87% | −20,926−9.0% | 減碼 |
| Gabelli Funds LLC | 209,315 | $3,716 萬 | 0.25% | −5,682−2.6% | 減碼 |
| Panagora Asset Management Inc | 207,326 | $3,681 萬 | 0.13% | +84,987+69.5% | 加碼 |
| Peapack Gladstone Financial Corp | 206,470 | $3,665 萬 | 0.46% | −15,766−7.1% | 減碼 |
| Picton Mahoney Asset Management | 205,008 | $3,640 萬 | 0.40% | +29,567+16.9% | 加碼 |
| Mercer Global Advisors Inc | 201,137 | $3,638 萬 | 0.06% | +10,765+5.7% | 加碼 |
| Camden Capital, LLC | 204,438 | $3,629 萬 | 2.28% | +634+0.3% | 加碼 |
| Scotia Capital Inc. | 203,933 | $3,620 萬 | 0.15% | +11,613+6.0% | 加碼 |
| USS Investment Management Ltd | 203,469 | $3,612 萬 | 0.18% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 198,344 | $3,521 萬 | 0.11% | +5,591+2.9% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 198,163 | $3,518 萬 | 4.89% | 00.0% | 不變 |
| JustInvest LLC | 197,398 | $3,504 萬 | 0.34% | +11,064+5.9% | 加碼 |
| Ethic Inc. | 196,899 | $3,496 萬 | 0.54% | +11,282+6.1% | 加碼 |
| Jefferies Financial Group Inc. | 195,057 | $3,463 萬 | 0.28% | +189,153+3,203.8% | 加碼 |
| Bailard, Inc. | 194,271 | $3,449 萬 | 0.76% | −1,148−0.6% | 減碼 |
| Hallmark Capital Management Inc | 193,697 | $3,439 萬 | 2.20% | −1,801−0.9% | 減碼 |
| AustralianSuper Pty Ltd | 193,205 | $3,430 萬 | 0.16% | +163,487+550.1% | 加碼 |