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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 192,743 | $3,422 萬 | 3.18% | −4,373−2.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 182,735 | $3,409 萬 | 0.76% | −935−0.5% | 減碼 |
| Hosking Partners LLP | 191,505 | $3,400 萬 | 1.15% | −521−0.3% | 減碼 |
| Conning Inc. | 191,282 | $3,396 萬 | 1.14% | −28,821−13.1% | 減碼 |
| Utah Retirement Systems | 190,285 | $3,378 萬 | 0.32% | +610.0% | 加碼 |
| Vontobel Holding Ltd. | 186,418 | $3,309 萬 | 0.11% | +7,995+4.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 186,138 | $3,304 萬 | 0.13% | +60,824+48.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 186,033 | $3,303 萬 | 0.28% | −8,500−4.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 181,397 | $3,220 萬 | 0.28% | −557−0.3% | 減碼 |
| Natixis | 181,302 | $3,219 萬 | 0.13% | +1,950+1.1% | 加碼 |
| Xponance, Inc. | 180,514 | $3,205 萬 | 0.24% | +10,390+6.1% | 加碼 |
| Pathstone Holdings, LLC | 180,202 | $3,187 萬 | 0.12% | −93−0.1% | 減碼 |
| Fred Alger Management, LLC | 178,503 | $3,169 萬 | 0.12% | +7,819+4.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 176,973 | $3,142 萬 | 0.26% | −9,133−4.9% | 減碼 |
| Flputnam Investment Management Co | 176,282 | $3,130 萬 | 0.46% | +98,384+126.3% | 加碼 |
| Payden & Rygel | 175,900 | $3,123 萬 | 2.17% | −14,600−7.7% | 減碼 |
| Quadrature Capital Ltd | 175,784 | $3,121 萬 | 0.32% | +165,363+1,586.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 175,463 | $3,115 萬 | 0.03% | +57,178+48.3% | 加碼 |
| Boston Common Asset Management, LLC | 174,599 | $3,100 萬 | 1.87% | −52,435−23.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 174,510 | $3,098 萬 | 0.24% | +2,396+1.4% | 加碼 |
| Umb Bank N A | 173,517 | $3,080 萬 | 0.41% | +7,172+4.3% | 加碼 |
| Tiaa Trust, National Association | 171,630 | $3,047 萬 | 0.07% | +24,379+16.6% | 加碼 |
| Abn Amro Investment Solutions | 171,025 | $3,036 萬 | 0.45% | +57,521+50.7% | 加碼 |
| New York Life Investment Management LLC | 170,481 | $3,027 萬 | 0.26% | −6,476−3.7% | 減碼 |
| Captrust Financial Advisors | 169,329 | $3,006 萬 | 0.06% | +9,097+5.7% | 加碼 |
| Brown Advisory Inc | 168,115 | $2,985 萬 | 0.04% | +1,996+1.2% | 加碼 |
| NEOS Investment Management LLC | 167,844 | $2,980 萬 | 0.17% | +14,701+9.6% | 加碼 |
| CIBC World Markets Corp | 167,654 | $2,976 萬 | 0.15% | +167,654 | 新進 |
| Perpetual Ltd | 167,498 | $2,974 萬 | 0.43% | −48,133−22.3% | 減碼 |
| Harvest Portfolios Group Inc. | 166,425 | $2,955 萬 | 0.51% | −17,477−9.5% | 減碼 |
| Sanctuary Advisors, LLC | 164,700 | $2,924 萬 | 0.16% | +1,127+0.7% | 加碼 |
| TCG Advisory Services, LLC | 163,675 | $2,906 萬 | 0.79% | +1,104+0.7% | 加碼 |
| Shelton Capital Management | 163,379 | $2,900 萬 | 0.57% | +92,942+132.0% | 加碼 |
| Wealthfront Advisers LLC | 162,960 | $2,893 萬 | 0.06% | +5,385+3.4% | 加碼 |
| Midwest Trust Co | 162,743 | $2,889 萬 | 0.36% | +440.0% | 加碼 |
| MAI Capital Management | 162,441 | $2,884 萬 | 0.17% | +495+0.3% | 加碼 |
| Rakuten Investment Management, Inc. | 158,445 | $2,851 萬 | 0.10% | +130,505+467.1% | 加碼 |
| Assetmark, Inc | 160,420 | $2,848 萬 | 0.06% | −829−0.5% | 減碼 |
| Lazard Asset Management LLC | 160,093 | $2,842 萬 | 0.05% | −11,464−6.7% | 減碼 |
| SCS Capital Management LLC | 158,942 | $2,822 萬 | 0.30% | −6,062−3.7% | 減碼 |
| Pittenger & Anderson Inc | 158,750 | $2,818 萬 | 1.08% | −545−0.3% | 減碼 |
| Abner Herrman & Brock LLC | 158,151 | $2,808 萬 | 2.87% | −5,358−3.3% | 減碼 |
| Blair William & Co | 156,713 | $2,782 萬 | 0.07% | +4,095+2.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 155,920 | $2,768 萬 | 0.34% | +1,128+0.7% | 加碼 |
| ASR Vermogensbeheer N.V. | 155,886 | $2,767 萬 | 0.32% | −1,456−0.9% | 減碼 |
| AE Wealth Management LLC | 154,894 | $2,750 萬 | 0.16% | +133,351+619.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 153,984 | $2,734 萬 | 0.22% | −70,000−31.3% | 減碼 |
| Copeland Capital Management, LLC | 153,010 | $2,716 萬 | 0.61% | −6,754−4.2% | 減碼 |
| Glenmede Trust Co NA | 152,139 | $2,701 萬 | 0.13% | +152,139 | 新進 |
| Yousif Capital Management, LLC | 148,099 | $2,697 萬 | 0.30% | −7,682−4.9% | 減碼 |
| Nissay Asset Management Corp | 151,666 | $2,693 萬 | 0.14% | +2,170+1.5% | 加碼 |
| Appleton Partners Inc | 151,496 | $2,690 萬 | 1.77% | −1,437−0.9% | 減碼 |
| Capital International Inc | 150,029 | $2,663 萬 | 0.21% | −117,828−44.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 148,721 | $2,640 萬 | 0.07% | +5,886+4.1% | 加碼 |
| Verition Fund Management LLC | 147,693 | $2,622 萬 | 0.14% | +79,350+116.1% | 加碼 |
| Argent Trust Co | 146,948 | $2,609 萬 | 0.89% | −7,300−4.7% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 146,745 | $2,605 萬 | 0.38% | +146,745 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 146,691 | $2,604 萬 | 0.14% | +35,824+32.3% | 加碼 |
| Mutual of America Capital Management LLC | 146,121 | $2,594 萬 | 0.27% | −6,008−3.9% | 減碼 |
| Kestra Advisory Services, LLC | 145,746 | $2,587 萬 | 0.11% | +32,614+28.8% | 加碼 |
| Pinnacle Financial Partners, Inc. | 145,712 | $2,587 萬 | 0.20% | +145,712 | 新進 |
| Longaeva Partners L.P. | 142,929 | $2,537 萬 | 3.02% | +142,929 | 新進 |
| Allspring Global Investments Holdings, LLC | 136,701 | $2,487 萬 | 0.04% | +1,116+0.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 138,341 | $2,456 萬 | 0.31% | −400−0.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 138,177 | $2,453 萬 | 0.02% | +6,510+4.9% | 加碼 |
| CWM, LLC | 137,688 | $2,444 萬 | 0.07% | +9,961+7.8% | 加碼 |
| Bridger Management, LLC | 136,693 | $2,427 萬 | 15.60% | −17,000−11.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 133,890 | $2,377 萬 | 0.61% | −9,889−6.9% | 減碼 |
| Telos Capital Management, Inc. | 133,139 | $2,364 萬 | 2.20% | −8,094−5.7% | 減碼 |
| OP Asset Management Ltd | 132,650 | $2,355 萬 | 0.29% | +454+0.3% | 加碼 |
| Connors Investor Services Inc | 132,363 | $2,349 萬 | 2.02% | −3,403−2.5% | 減碼 |
| Covea Finance | 130,400 | $2,315 萬 | 0.76% | +30,200+30.1% | 加碼 |
| Generali Asset Management SPA SGR | 128,964 | $2,289 萬 | 0.47% | +7,950+6.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 128,148 | $2,275 萬 | 0.03% | −12,728−9.0% | 減碼 |
| Oak Harvest Investment Services | 127,128 | $2,257 萬 | 2.46% | −1,088−0.8% | 減碼 |
| Interval Partners, LP | 126,325 | $2,243 萬 | 0.52% | −40,661−24.3% | 減碼 |
| Capital Analysts, LLC | 126,000 | $2,237 萬 | 0.62% | −721−0.6% | 減碼 |
| ARS Investment Partners, LLC | 125,569 | $2,229 萬 | 1.30% | −506−0.4% | 減碼 |
| NFJ Investment Group, LLC | 123,879 | $2,199 萬 | 0.80% | −20,124−14.0% | 減碼 |
| FineMark National Bank & Trust | 121,308 | $2,154 萬 | 0.67% | −13,407−10.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 120,457 | $2,142 萬 | 0.19% | +12,167+11.2% | 加碼 |
| RMB Capital Management, LLC | 120,595 | $2,141 萬 | 0.37% | −9,211−7.1% | 減碼 |
| State of Alaska, Department of Revenue | 120,482 | $2,139 萬 | 0.23% | −10,080−7.7% | 減碼 |
| Prudential PLC | 117,598 | $2,088 萬 | 0.17% | −6,756−5.4% | 減碼 |
| Nexus Investment Management ULC | 117,027 | $2,078 萬 | 2.83% | −15,000−11.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 116,933 | $2,076 萬 | 0.32% | +5,524+5.0% | 加碼 |
| Jump Financial, LLC | 115,202 | $2,045 萬 | 0.26% | +94,483+456.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 115,196 | $2,045 萬 | 0.20% | −9,020−7.3% | 減碼 |
| Capital Fund Management S.A. | 114,545 | $2,034 萬 | 0.19% | −164,693−59.0% | 減碼 |
| Illinois Municipal Retirement Fund | 113,771 | $2,020 萬 | 0.25% | +9,971+9.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 111,815 | $1,985 萬 | 0.07% | +3,432+3.2% | 加碼 |
| Nixon Peabody Trust Co | 111,708 | $1,983 萬 | 1.50% | −5,322−4.5% | 減碼 |
| Ieq Capital, LLC | 111,338 | $1,977 萬 | 0.06% | −26,089−19.0% | 減碼 |
| Lyell Wealth Management, LP | 109,762 | $1,949 萬 | 1.41% | +964+0.9% | 加碼 |
| Haverford Trust Co | 108,328 | $1,923 萬 | 0.17% | +1,631+1.5% | 加碼 |
| Janney Capital Management LLC | 108,204 | $1,921 萬 | 1.21% | −2,025−1.8% | 減碼 |
| BTC Capital Management, Inc. | 106,950 | $1,901 萬 | 1.33% | −4,137−3.7% | 減碼 |
| La Banque Postale Asset Management SA | 106,880 | $1,897 萬 | 0.22% | +39,911+59.6% | 加碼 |
| Bokf, NA | 105,330 | $1,870 萬 | 0.29% | −6,650−5.9% | 減碼 |
| New Republic Capital, LLC | 104,280 | $1,851 萬 | 4.94% | +1,606+1.6% | 加碼 |