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 |
|---|---|---|---|---|---|
| Socorro Asset Management LP | 63,235 | $1,123 萬 | 4.35% | −4,272−6.3% | 減碼 |
| Premier Fund Managers Ltd | 62,200 | $1,114 萬 | 0.64% | +62,200 | 新進 |
| Montag A & Associates Inc | 62,177 | $1,104 萬 | 0.50% | −4,347−6.5% | 減碼 |
| Liontrust Investment Partners LLP | 61,842 | $1,098 萬 | 0.16% | −2,594−4.0% | 減碼 |
| Louisiana State Employees Retirement System | 61,700 | $1,095 萬 | 0.19% | −2,000−3.1% | 減碼 |
| Advocate Group LLC | 61,284 | $1,088 萬 | 1.76% | −10,898−15.1% | 減碼 |
| GLOBALT Investments LLC | 61,139 | $1,085 萬 | 0.40% | −1,562−2.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 60,879 | $1,081 萬 | 0.35% | 00.0% | 不變 |
| Albion Financial Group | 60,833 | $1,080 萬 | 0.67% | −4,020−6.2% | 減碼 |
| Toroso Investments, LLC | 60,517 | $1,074 萬 | 0.05% | +15,949+35.8% | 加碼 |
| Laird Norton Trust Company, LLC | 60,284 | $1,070 萬 | 0.22% | +60,284 | 新進 |
| Iowa State Bank | 59,602 | $1,058 萬 | 1.98% | −523−0.9% | 減碼 |
| Jones Financial Companies LLLP | 59,331 | $1,053 萬 | 0.01% | +7,993+15.6% | 加碼 |
| Ballentine Partners, LLC | 59,326 | $1,053 萬 | 0.15% | +493+0.8% | 加碼 |
| Guggenheim Capital LLC | 59,063 | $1,049 萬 | 0.08% | −10.0% | 減碼 |
| Intact Investment Management Inc. | 58,500 | $1,039 萬 | 0.30% | −15,400−20.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 58,250 | $1,034 萬 | 0.50% | +32,074+122.5% | 加碼 |
| CAPROCK Group, Inc. | 58,225 | $1,034 萬 | 0.22% | +3,691+6.8% | 加碼 |
| Trifecta Capital Advisors, LLC | 58,148 | $1,032 萬 | 1.53% | +1,735+3.1% | 加碼 |
| Assenagon Asset Management S.A. | 57,550 | $1,022 萬 | 0.02% | −2,665−4.4% | 減碼 |
| Maryland State Retirement & Pension System | 57,412 | $1,019 萬 | 0.21% | 00.0% | 不變 |
| Nordwand Advisors, LLC | 57,344 | $1,018 萬 | 1.78% | +255+0.4% | 加碼 |
| Baugh & Associates, LLC | 62,022 | $1,014 萬 | 4.99% | −1,934−3.0% | 減碼 |
| Edgestream Partners, L.P. | 57,008 | $1,012 萬 | 0.28% | +54,833+2,521.1% | 加碼 |
| Aureus Asset Management, LLC | 56,957 | $1,011 萬 | 0.64% | +154+0.3% | 加碼 |
| ING Groep NV | 56,852 | $1,009 萬 | 0.06% | +37+0.1% | 加碼 |
| Raiffeisen Bank International AG | 56,342 | $1,009 萬 | 0.13% | −6,071−9.7% | 減碼 |
| New Mexico Educational Retirement Board | 56,110 | $996.1 萬 | 0.30% | +300+0.5% | 加碼 |
| Becker Capital Management Inc | 55,862 | $991.7 萬 | 0.28% | −164−0.3% | 減碼 |
| Greenwood Capital Associates LLC | 55,806 | $990.7 萬 | 1.08% | −2,714−4.6% | 減碼 |
| Parallel Advisors, LLC | 55,790 | $990.4 萬 | 0.18% | +748+1.4% | 加碼 |
| Hilltop Holdings Inc. | 54,904 | $974.7 萬 | 0.59% | −2,738−4.8% | 減碼 |
| Loomis Sayles & Co L P | 54,153 | $961.4 萬 | 0.01% | −18,079−25.0% | 減碼 |
| RSM US Wealth Management LLC | 53,302 | $954.5 萬 | 0.12% | +734+1.4% | 加碼 |
| Siemens Fonds Invest GmbH | 53,200 | $952.7 萬 | 0.51% | +3,188+6.4% | 加碼 |
| Tradewinds, LLC. | 53,559 | $950.8 萬 | 2.27% | −7,893−12.8% | 減碼 |
| Old Second National Bank of Aurora | 52,760 | $936.6 萬 | 1.87% | +94+0.2% | 加碼 |
| Jupiter Wealth Management LLC | 55,688 | $935.9 萬 | 4.17% | +2,613+4.9% | 加碼 |
| Sterling Capital Management LLC | 52,534 | $932.6 萬 | 0.15% | +18,556+54.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 52,388 | $930.0 萬 | 1.03% | −11,742−18.3% | 減碼 |
| Fundamentun, LLC | 52,126 | $925.4 萬 | 0.37% | +31,819+156.7% | 加碼 |
| Private Wealth Partners, LLC | 51,798 | $919.6 萬 | 0.65% | −3,450−6.2% | 減碼 |
| White Pine Investment CO | 51,335 | $911.4 萬 | 2.15% | −1,645−3.1% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 51,208 | $909.1 萬 | 2.09% | −29−0.1% | 減碼 |
| Groupe la Francaise | 51,178 | $908.6 萬 | 0.13% | +48,286+1,669.6% | 加碼 |
| Diversified Trust Co | 50,872 | $903.1 萬 | 0.17% | +2,629+5.4% | 加碼 |
| Marvin & Palmer Associates Inc | 50,818 | $902.2 萬 | 6.37% | −1,783−3.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 50,535 | $897.1 萬 | 0.62% | +522+1.0% | 加碼 |
| Principal Street Partners, LLC | 50,286 | $892.7 萬 | 1.51% | −934−1.8% | 減碼 |
| First National Trust Co | 49,527 | $879.3 萬 | 0.29% | +822+1.7% | 加碼 |
| Linscomb & Williams, Inc. | 49,388 | $876.8 萬 | 0.37% | +1,637+3.4% | 加碼 |
| Consolidated Investment Group LLC | 49,215 | $873.7 萬 | 1.05% | 00.0% | 不變 |
| Metis Global Partners, LLC | 49,179 | $873.1 萬 | 0.21% | −4,162−7.8% | 減碼 |
| Xcel Wealth Management, LLC | 49,060 | $871.0 萬 | 2.23% | −100.0% | 減碼 |
| Joel Isaacson & Co., LLC | 48,609 | $863.0 萬 | 0.28% | +200+0.4% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 47,712 | $854.4 萬 | 0.21% | +23,058+93.5% | 加碼 |
| Vise Technologies, Inc. | 47,986 | $851.9 萬 | 0.17% | +3,782+8.6% | 加碼 |
| United Capital Financial Advisers, LLC | 47,940 | $851.1 萬 | 0.05% | +5,149+12.0% | 加碼 |
| Sarasin & Partners LLP | 47,619 | $845.4 萬 | 0.09% | +4,811+11.2% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 47,523 | $843.7 萬 | 0.37% | +2,395+5.3% | 加碼 |
| Elk River Wealth Management, LLC | 47,304 | $839.0 萬 | 1.35% | −1,608−3.3% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 47,203 | $838.0 萬 | 1.18% | +47,203 | 新進 |
| Hennessy Advisors Inc | 47,000 | $834.4 萬 | 0.30% | −2,300−4.7% | 減碼 |
| Dakota Wealth Management | 46,978 | $834.0 萬 | 0.15% | −3,860−7.6% | 減碼 |
| BW Gestao de Investimentos Ltda. | 46,945 | $833.4 萬 | 0.29% | +46,945 | 新進 |
| Worm Capital, LLC | 46,858 | $831.9 萬 | 5.73% | 00.0% | 不變 |
| Pinnbrook Capital Management LP | 46,839 | $831.5 萬 | 2.15% | +46,839 | 新進 |
| Great Valley Advisor Group, Inc. | 46,823 | $831.3 萬 | 0.16% | −2,965−6.0% | 減碼 |
| Wealth High Governance Capital Ltda | 46,769 | $830.3 萬 | 2.43% | +46,769 | 新進 |
| Kovitz Investment Group Partners, LLC | 46,436 | $824.4 萬 | 0.18% | −180,868−79.6% | 減碼 |
| Integrated Advisors Network LLC | 45,917 | $815.2 萬 | 0.36% | −1,718−3.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 45,896 | $814.8 萬 | 0.20% | +30,802+204.1% | 加碼 |
| Hoey Investments, Inc | 45,852 | $814.0 萬 | 1.10% | +5,141+12.6% | 加碼 |
| Cunning Capital Partners, LP | 45,796 | $813.0 萬 | 3.76% | 00.0% | 不變 |
| Triglav Skladi, D.O.O. | 45,577 | $809.1 萬 | 0.51% | +18,600+68.9% | 加碼 |
| Summit Financial, LLC | 45,168 | $801.9 萬 | 0.12% | −1,536−3.3% | 減碼 |
| Gotham Asset Management, LLC | 44,906 | $797.2 萬 | 0.03% | +431+1.0% | 加碼 |
| HighPoint Advisor Group LLC | 44,862 | $796.4 萬 | 0.18% | +6,130+15.8% | 加碼 |
| Principal Securities, Inc. | 44,550 | $790.9 萬 | 0.12% | +5,175+13.1% | 加碼 |
| SevenBridge Financial Group, LLC | 43,460 | $790.5 萬 | 1.27% | −153−0.4% | 減碼 |
| EP Wealth Advisors, LLC | 44,055 | $782.1 萬 | 0.04% | +44,055 | 新進 |
| Occidental Asset Management, LLC | 43,610 | $774.2 萬 | 0.93% | +812+1.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 43,554 | $773.2 萬 | 0.24% | −3,715−7.9% | 減碼 |
| Horizon Investments, LLC | 42,981 | $763.0 萬 | 0.10% | +2,475+6.1% | 加碼 |
| Canada Post Corp Registered Pension Plan | 42,905 | $761.7 萬 | 0.29% | +1,019+2.4% | 加碼 |
| Van Eck Associates Corp | 42,834 | $760.4 萬 | 0.01% | +1,383+3.3% | 加碼 |
| Perigon Wealth Management, LLC | 42,610 | $756.5 萬 | 0.14% | +9,340+28.1% | 加碼 |
| City Holding Co | 42,430 | $753.2 萬 | 0.93% | +1,860+4.6% | 加碼 |
| FNY Investment Advisers, LLC | 42,400 | $752.7 萬 | 2.15% | +36,963+679.8% | 加碼 |
| Trajan Wealth LLC | 42,378 | $752.3 萬 | 0.31% | −735−1.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 42,317 | $751.3 萬 | 0.18% | −8,351−16.5% | 減碼 |
| SkyOak Wealth, LLC | 42,031 | $746.2 萬 | 1.34% | −150−0.4% | 減碼 |
| Global Retirement Partners, LLC | 41,722 | $740.7 萬 | 0.13% | +16,240+63.7% | 加碼 |
| Stenger Family Office, LLC | 41,655 | $739.5 萬 | 1.53% | +2,959+7.6% | 加碼 |
| Clearstead Advisors, LLC | 41,356 | $734.2 萬 | 0.09% | +1,661+4.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 40,544 | $719.8 萬 | 0.25% | +954+2.4% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 40,459 | $718.3 萬 | 1.15% | +166+0.4% | 加碼 |
| PEAK6 LLC | 40,457 | $718.2 萬 | 0.20% | −47,295−53.9% | 減碼 |
| Brentview Investment Management LLC | 40,077 | $711.5 萬 | 3.22% | +253+0.6% | 加碼 |
| North Dakota State Investment Board | 39,442 | $700.2 萬 | 0.26% | +39,442 | 新進 |