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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 102,798 | $1,825 萬 | 1.32% | −160,191−60.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 101,706 | $1,806 萬 | 0.10% | +2,451+2.5% | 加碼 |
| Madison Asset Management, LLC | 101,108 | $1,795 萬 | 0.21% | −22,085−17.9% | 減碼 |
| Walleye Capital LLC | 100,890 | $1,791 萬 | 0.10% | +6,804+7.2% | 加碼 |
| Diamond Hill Capital Management Inc | 100,422 | $1,783 萬 | 0.09% | −81,000−44.6% | 減碼 |
| Huntington National Bank | 99,756 | $1,771 萬 | 0.11% | +5,802+6.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 99,617 | $1,769 萬 | 0.16% | +801+0.8% | 加碼 |
| Investment Management Corp of Ontario | 99,460 | $1,766 萬 | 0.24% | +36,972+59.2% | 加碼 |
| Fiduciary Alliance LLC | 98,609 | $1,751 萬 | 1.14% | +3,806+4.0% | 加碼 |
| American Assets Investment Management, LLC | 132,000 | $1,734 萬 | 1.20% | +40,000+43.5% | 加碼 |
| Howe & Rusling Inc | 97,300 | $1,727 萬 | 1.14% | +79+0.1% | 加碼 |
| Trivest Advisors Ltd | 96,700 | $1,717 萬 | 0.78% | +96,700 | 新進 |
| GW Henssler & Associates Ltd | 96,164 | $1,707 萬 | 0.82% | −5,949−5.8% | 減碼 |
| Baxter Bros Inc | 95,101 | $1,688 萬 | 1.95% | −1,677−1.7% | 減碼 |
| Pacer Advisors, Inc. | 94,744 | $1,682 萬 | 0.04% | −27,348−22.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 93,569 | $1,661 萬 | 0.90% | +736+0.8% | 加碼 |
| Brinker Capital Investments, LLC | 93,134 | $1,653 萬 | 0.12% | +3,569+4.0% | 加碼 |
| Osmosis Investment Management UK Ltd | 92,218 | $1,637 萬 | 0.41% | +92,218 | 新進 |
| Nomura Holdings Inc | 91,932 | $1,632 萬 | 0.05% | +8,325+10.0% | 加碼 |
| Allstate Corp | 90,913 | $1,614 萬 | 0.22% | +49,598+120.0% | 加碼 |
| Viking Fund Management LLC | 90,000 | $1,598 萬 | 1.85% | −12,000−11.8% | 減碼 |
| KTF Investments, LLC | 89,815 | $1,594 萬 | 2.62% | +89,815 | 新進 |
| Kinneret Advisory, LLC | 89,308 | $1,585 萬 | 1.34% | −2,443−2.7% | 減碼 |
| Allianz SE | 88,907 | $1,578 萬 | 0.20% | 00.0% | 不變 |
| Avanza Fonder AB | 88,892 | $1,578 萬 | 0.40% | −138−0.2% | 減碼 |
| Merit Financial Group, LLC | 88,424 | $1,570 萬 | 0.13% | +19,269+27.9% | 加碼 |
| Calamos Wealth Management LLC | 87,587 | $1,555 萬 | 0.54% | +351+0.4% | 加碼 |
| Lowe Brockenbrough & Co Inc | 87,567 | $1,555 萬 | 0.77% | −1,149−1.3% | 減碼 |
| Warren Averett Asset Management, LLC | 87,033 | $1,545 萬 | 0.13% | +78,348+902.1% | 加碼 |
| Banque Pictet & Cie SA | 84,948 | $1,508 萬 | 0.15% | −280−0.3% | 減碼 |
| Allworth Financial LP | 84,489 | $1,500 萬 | 0.06% | +41,773+97.8% | 加碼 |
| Twinbeech Capital LP | 84,258 | $1,496 萬 | 1.06% | +84,258 | 新進 |
| F/M Investments LLC | 84,196 | $1,495 萬 | 0.57% | −2,772−3.2% | 減碼 |
| Mizuho Securities USA LLC | 87,950 | $1,492 萬 | 0.25% | −413−0.5% | 減碼 |
| Apollon Wealth Management, LLC | 83,200 | $1,477 萬 | 0.26% | +1,255+1.5% | 加碼 |
| HB Wealth Management, LLC | 82,773 | $1,469 萬 | 0.10% | +5,079+6.5% | 加碼 |
| Private Advisor Group, LLC | 81,974 | $1,455 萬 | 0.07% | +1,203+1.5% | 加碼 |
| Hartline Investment Corp | 81,902 | $1,454 萬 | 1.57% | +4,331+5.6% | 加碼 |
| McGuire Investment Group, LLC | 80,992 | $1,438 萬 | 1.54% | +204+0.3% | 加碼 |
| Cinctive Capital Management LP | 80,991 | $1,438 萬 | 0.83% | +79,664+6,003.3% | 加碼 |
| German American Bancorp, Inc. | 80,652 | $1,432 萬 | 1.22% | −567−0.7% | 減碼 |
| Greystone Financial Group, LLC | 80,585 | $1,431 萬 | 2.23% | −2,090−2.5% | 減碼 |
| Rockland Trust Co | 80,559 | $1,430 萬 | 0.56% | +10,011+14.2% | 加碼 |
| Massmutual Trust Co FSB | 79,887 | $1,418 萬 | 0.36% | −3,451−4.1% | 減碼 |
| Eagle Capital Management LLC | 79,588 | $1,413 萬 | 0.04% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 79,488 | $1,411 萬 | 0.50% | −2,578−3.1% | 減碼 |
| Castleark Management LLC | 79,470 | $1,411 萬 | 0.41% | −10,770−11.9% | 減碼 |
| Vinva Investment Management Ltd | 78,757 | $1,410 萬 | 0.18% | +2,702+3.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 79,191 | $1,406 萬 | 0.57% | −552−0.7% | 減碼 |
| Level Four Advisory Services, LLC | 79,071 | $1,404 萬 | 0.46% | −24,815−23.9% | 減碼 |
| Clear Street Markets LLC | 78,895 | $1,401 萬 | 2.50% | +72,504+1,134.5% | 加碼 |
| LMCG Investments, LLC | 78,764 | $1,398 萬 | 0.80% | −3,523−4.3% | 減碼 |
| Axxcess Wealth Management, LLC | 78,762 | $1,398 萬 | 0.25% | +16,715+26.9% | 加碼 |
| Advisors Asset Management, Inc. | 78,197 | $1,388 萬 | 0.23% | −826−1.0% | 減碼 |
| DuPont Capital Management Corp | 77,634 | $1,378 萬 | 1.55% | −7,377−8.7% | 減碼 |
| Oppenheimer & Co Inc | 77,341 | $1,373 萬 | 0.19% | +12,070+18.5% | 加碼 |
| Leonteq Securities AG | 76,758 | $1,363 萬 | 0.73% | −5,438−6.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 76,338 | $1,355 萬 | 0.16% | +44,564+140.3% | 加碼 |
| Oliver Luxxe Assets LLC | 75,811 | $1,346 萬 | 2.05% | −1,728−2.2% | 減碼 |
| Wesbanco Bank Inc | 75,671 | $1,343 萬 | 0.37% | −74,085−49.5% | 減碼 |
| Strategic Planning Group, LLC | 75,668 | $1,343 萬 | 1.73% | +4,256+6.0% | 加碼 |
| FJ Capital Management LLC | 74,759 | $1,327 萬 | 1.47% | +74,759 | 新進 |
| Concentric Capital Strategies, LP | 74,574 | $1,324 萬 | 0.69% | +74,574 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 74,097 | $1,315 萬 | 0.76% | +5,080+7.4% | 加碼 |
| Mediolanum International Funds Ltd | 73,245 | $1,312 萬 | 0.13% | +56,026+325.4% | 加碼 |
| Norinchukin Bank, The | 73,562 | $1,306 萬 | 0.15% | +4,398+6.4% | 加碼 |
| Geneos Wealth Management Inc. | 73,542 | $1,306 萬 | 0.32% | −1,036−1.4% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 73,231 | $1,300 萬 | 2.32% | +73,231 | 新進 |
| Vident Advisory, LLC | 72,456 | $1,286 萬 | 0.12% | +28,385+64.4% | 加碼 |
| Kentucky Retirement Systems | 72,310 | $1,284 萬 | 0.35% | 00.0% | 不變 |
| Omers Administration Corp | 72,116 | $1,280 萬 | 0.09% | −2,300−3.1% | 減碼 |
| Atria Investments LLC | 71,737 | $1,274 萬 | 0.14% | −2,682−3.6% | 減碼 |
| Citizens Financial Group Inc | 71,701 | $1,273 萬 | 0.17% | +1,833+2.6% | 加碼 |
| Intech Investment Management LLC | 71,675 | $1,272 萬 | 0.11% | +11,588+19.3% | 加碼 |
| Westbourne Investment Advisors, Inc. | 71,428 | $1,268 萬 | 3.50% | −3,965−5.3% | 減碼 |
| AIA Group Ltd | 70,576 | $1,253 萬 | 0.19% | +49,905+241.4% | 加碼 |
| Zacks Investment Management | 70,362 | $1,249 萬 | 0.10% | +7,559+12.0% | 加碼 |
| Hourglass Capital, LLC | 70,150 | $1,245 萬 | 2.69% | −1,015−1.4% | 減碼 |
| D.A. Davidson & Co. | 70,039 | $1,243 萬 | 0.08% | −2,496−3.4% | 減碼 |
| Leuthold Group, LLC | 70,029 | $1,243 萬 | 1.34% | +165+0.2% | 加碼 |
| OpenArc Corporate Advisory, LLC | 69,968 | $1,242 萬 | 0.21% | +69,968 | 新進 |
| Hartford Investment Management Co | 69,826 | $1,240 萬 | 0.37% | −1,343−1.9% | 減碼 |
| New Age Alpha Advisors, LLC | 69,615 | $1,236 萬 | 0.53% | +35,927+106.6% | 加碼 |
| Union Bancaire Privee, UBP SA | 90,010 | $1,235 萬 | 0.21% | +43,391+93.1% | 加碼 |
| NatWest Group plc | 69,506 | $1,234 萬 | 2.87% | +18,985+37.6% | 加碼 |
| Twin Tree Management, LP | 69,387 | $1,232 萬 | 1.26% | −112,759−61.9% | 減碼 |
| Alley Investment Management Company, LLC | 68,534 | $1,217 萬 | 1.42% | −1,441−2.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 68,309 | $1,213 萬 | 0.52% | +21,300+45.3% | 加碼 |
| Coldstream Capital Management Inc | 68,306 | $1,213 萬 | 0.16% | −4,258−5.9% | 減碼 |
| Park Avenue Securities LLC | 68,012 | $1,207 萬 | 0.10% | +2,651+4.1% | 加碼 |
| DCM Advisors, LLC | 67,909 | $1,206 萬 | 5.00% | −2,132−3.0% | 減碼 |
| Polar Capital Holdings Plc | 67,532 | $1,199 萬 | 0.05% | +67,532 | 新進 |
| Simplex Trading, LLC | 67,226 | $1,193 萬 | 0.34% | +67,226 | 新進 |
| Burns J W & Co Inc | 66,427 | $1,179 萬 | 1.31% | −683−1.0% | 減碼 |
| Empirical Finance, LLC | 66,424 | $1,179 萬 | 0.56% | +4,205+6.8% | 加碼 |
| Venture Visionary Partners LLC | 66,193 | $1,175 萬 | 0.38% | +929+1.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 65,431 | $1,162 萬 | 0.16% | +32,169+96.7% | 加碼 |
| Earnest Partners LLC | 65,363 | $1,160 萬 | 0.05% | −16,697−20.3% | 減碼 |
| Polar Asset Management Partners Inc. | 65,100 | $1,156 萬 | 0.23% | +33,700+107.3% | 加碼 |
| ExodusPoint Capital Management, LP | 64,988 | $1,154 萬 | 0.13% | −143,092−68.8% | 減碼 |