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 |
|---|---|---|---|---|---|
| BNP Paribas | 39,208 | $696.2 萬 | 0.20% | +34,935+817.6% | 加碼 |
| Plato Investment Management Ltd | 39,016 | $696.0 萬 | 0.45% | +4,421+12.8% | 加碼 |
| Callan Family Office, LLC | 39,170 | $695.4 萬 | 0.15% | +13,439+52.2% | 加碼 |
| V-Square Quantitative Management LLC | 39,025 | $692.8 萬 | 0.72% | −445−1.1% | 減碼 |
| Independent Advisor Alliance | 38,746 | $687.8 萬 | 0.17% | −1,719−4.2% | 減碼 |
| Caisse des Depots Et Consignations | 38,678 | $686.7 萬 | 0.16% | −3,694−8.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 38,594 | $685.2 萬 | 0.08% | −73−0.2% | 減碼 |
| Ritholtz Wealth Management | 38,352 | $680.9 萬 | 0.12% | +2,569+7.2% | 加碼 |
| Quadrant Capital Group LLC | 38,346 | $680.8 萬 | 0.21% | +297+0.8% | 加碼 |
| Cypress Financial Planning LLC | 37,721 | $675.5 萬 | 1.89% | +40.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 38,003 | $674.7 萬 | 0.43% | +29+0.1% | 加碼 |
| Capital Investment Counsel, LLC | 37,535 | $666.4 萬 | 0.93% | +864+2.4% | 加碼 |
| Cary Street Partners Financial LLC | 37,508 | $665.9 萬 | 0.16% | −1,072−2.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 37,310 | $662.4 萬 | 0.80% | +53+0.1% | 加碼 |
| Morangie Management LLC | 37,049 | $657.7 萬 | 5.24% | +1,672+4.7% | 加碼 |
| Advisory Services Network, LLC | 36,997 | $656.8 萬 | 0.09% | +5,197+16.3% | 加碼 |
| Stock Yards Bank & Trust Co | 36,881 | $654.7 萬 | 0.20% | −2,104−5.4% | 減碼 |
| Savant Capital, LLC | 36,740 | $652.2 萬 | 0.04% | −229−0.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 36,549 | $648.9 萬 | 0.23% | +802+2.2% | 加碼 |
| Burney Co | 36,400 | $646.2 萬 | 0.20% | +11,507+46.2% | 加碼 |
| Inspire Trust Co, N.A. | 36,019 | $639.4 萬 | 1.05% | +19+0.1% | 加碼 |
| NBC Securities, Inc. | 35,984 | $638.8 萬 | 0.48% | −178−0.5% | 減碼 |
| Brasada Capital Management, LP | 35,039 | $637.4 萬 | 1.10% | +1,047+3.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 35,774 | $635.1 萬 | 0.23% | −14,516−28.9% | 減碼 |
| Dark Forest Capital Management LP | 35,689 | $633.6 萬 | 0.29% | −3,062−7.9% | 減碼 |
| S&CO Inc | 35,142 | $623.8 萬 | 0.39% | −100−0.3% | 減碼 |
| Simon Quick Advisors, LLC | 34,983 | $621.1 萬 | 0.27% | +1,033+3.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 34,804 | $617.9 萬 | 0.10% | −378−1.1% | 減碼 |
| Ibex Wealth Advisors | 34,765 | $617.2 萬 | 0.60% | +1,859+5.6% | 加碼 |
| Sandy Cove Advisors, LLC | 34,755 | $617.0 萬 | 1.83% | −1,333−3.7% | 減碼 |
| Skopos Labs, Inc. | 34,287 | $617.0 萬 | 0.28% | +6,241+22.3% | 加碼 |
| Walleye Trading LLC | 34,520 | $612.8 萬 | 0.10% | +34,520 | 新進 |
| Change Path, LLC | 34,491 | $612.3 萬 | 0.15% | +1,490+4.5% | 加碼 |
| Carret Asset Management, LLC | 34,466 | $611.9 萬 | 0.58% | +20.0% | 加碼 |
| Lighthouse Investment Partners, LLC | 34,433 | $611.3 萬 | 0.20% | −146,967−81.0% | 減碼 |
| Highland Capital Management, LLC | 34,410 | $610.9 萬 | 0.30% | −1,610−4.5% | 減碼 |
| Voleon Capital Management LP | 34,333 | $609.5 萬 | 0.13% | +12,632+58.2% | 加碼 |
| Glenview Trust Co | 34,192 | $607.0 萬 | 0.09% | −10,441−23.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 34,100 | $605.4 萬 | 0.07% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 34,072 | $604.9 萬 | 0.12% | 00.0% | 不變 |
| Financial Advisory Partners, LLC | 34,063 | $604.7 萬 | 1.71% | −401−1.2% | 減碼 |
| Logan Capital Management Inc | 33,993 | $603.5 萬 | 0.25% | −1,039−3.0% | 減碼 |
| KMG Fiduciary Partners, LLC | 33,946 | $602.6 萬 | 0.43% | −810−2.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 33,898 | $601.8 萬 | 0.19% | +10.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 33,869 | $601.3 萬 | 0.07% | −639−1.9% | 減碼 |
| Hamilton Capital Partners Inc. | 33,566 | $595.9 萬 | 0.22% | −1,886−5.3% | 減碼 |
| Bleakley Financial Group, LLC | 33,552 | $595.6 萬 | 0.10% | +4,532+15.6% | 加碼 |
| Core Alternative Capital | 33,276 | $590.7 萬 | 1.63% | −543−1.6% | 減碼 |
| L & S Advisors Inc | 33,211 | $589.6 萬 | 0.54% | +33,211 | 新進 |
| Adell Harriman & Carpenter Inc | 33,207 | $589.5 萬 | 0.35% | +3,266+10.9% | 加碼 |
| GAMMA Investing LLC | 33,094 | $587.5 萬 | 0.30% | +2,650+8.7% | 加碼 |
| Cito Capital Group, LLC | 32,955 | $585.1 萬 | 1.71% | −3,200−8.9% | 減碼 |
| Sciencast Management LP | 32,919 | $584.4 萬 | 0.81% | +32,919 | 新進 |
| Securian Asset Management, Inc | 32,844 | $583.1 萬 | 0.22% | −25,746−43.9% | 減碼 |
| RNC Capital Management LLC | 32,836 | $582.9 萬 | 0.27% | −1,245−3.7% | 減碼 |
| Union Heritage Capital, LLC | 32,814 | $582.5 萬 | 1.97% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 32,583 | $578.5 萬 | 0.17% | −58,796−64.3% | 減碼 |
| Everence Capital Management Inc | 32,291 | $573.3 萬 | 0.34% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 32,267 | $572.8 萬 | 0.16% | +32,267 | 新進 |
| Cresset Asset Management, LLC | 32,245 | $572.4 萬 | 0.02% | +227+0.7% | 加碼 |
| Scholtz & Company, LLC | 32,219 | $572.0 萬 | 2.48% | +101+0.3% | 加碼 |
| Sigma Planning Corp | 32,142 | $570.6 萬 | 0.16% | +328+1.0% | 加碼 |
| Equitable Holdings, Inc. | 32,092 | $569.7 萬 | 0.04% | −712−2.2% | 減碼 |
| VMS Asset Management Limited | 31,900 | $566.3 萬 | 2.18% | +31,900 | 新進 |
| South State Corp. | 31,877 | $565.9 萬 | 0.25% | +375+1.2% | 加碼 |
| CoreCap Advisors, LLC | 31,614 | $561.2 萬 | 0.20% | +2,017+6.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,174 | $553.4 萬 | 0.39% | −11,000−26.1% | 減碼 |
| Sculati Wealth Management, LLC | 31,146 | $552.9 萬 | 1.95% | +168+0.5% | 加碼 |
| Torray LLC | 31,138 | $552.8 萬 | 0.79% | −8,594−21.6% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 31,001 | $550.4 萬 | 2.75% | −683−2.2% | 減碼 |
| Salem Investment Counselors Inc | 30,905 | $548.7 萬 | 0.15% | +314+1.0% | 加碼 |
| Sowell Financial Services LLC | 30,796 | $546.7 萬 | 0.20% | −58−0.2% | 減碼 |
| Dana Investment Advisors, Inc. | 30,679 | $544.6 萬 | 0.16% | +225+0.7% | 加碼 |
| HCR Wealth Advisors | 30,496 | $541.4 萬 | 0.54% | +246+0.8% | 加碼 |
| Forum Financial Management, LP | 30,489 | $541.3 萬 | 0.07% | −2,605−7.9% | 減碼 |
| Fidelis Capital Partners, LLC | 30,482 | $541.1 萬 | 0.39% | +637+2.1% | 加碼 |
| StoneX Group Inc. | 30,322 | $538.4 萬 | 0.23% | +1,056+3.6% | 加碼 |
| IMC-Chicago, LLC | 30,327 | $538.4 萬 | 0.09% | +30,327 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $538.1 萬 | 0.35% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 30,295 | $537.8 萬 | 0.23% | +2,530+9.1% | 加碼 |
| Gifford Fong Associates | 30,000 | $532.6 萬 | 1.06% | 00.0% | 不變 |
| Glass Wealth Management Co LLC | 29,969 | $532.0 萬 | 2.18% | +2,643+9.7% | 加碼 |
| EFG International AG | 29,910 | $531.0 萬 | 0.10% | +29,910 | 新進 |
| Farther Finance Advisors, LLC | 29,744 | $528.1 萬 | 0.06% | +8,512+40.1% | 加碼 |
| Mattson Financial Services, LLC | 29,231 | $518.9 萬 | 1.21% | −2,120−6.8% | 減碼 |
| Financial Advisory Service, Inc. | 29,172 | $517.9 萬 | 0.33% | +1,418+5.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,070 | $516.1 萬 | 0.01% | −61,952−68.1% | 減碼 |
| Brown Brothers Harriman & Co | 28,792 | $511.1 萬 | 0.03% | +5,532+23.8% | 加碼 |
| Stephens Inc | 28,692 | $509.4 萬 | 0.06% | +439+1.6% | 加碼 |
| Evergreen Capital Management LLC | 28,655 | $508.7 萬 | 0.11% | +16,308+132.1% | 加碼 |
| Cornerstone Advisors, LLC | 28,600 | $507.7 萬 | 0.17% | −66,600−70.0% | 減碼 |
| Amica Mutual Insurance Co | 28,530 | $506.5 萬 | 0.44% | −3,771−11.7% | 減碼 |
| Myriad Asset Management Advisors LLC | 28,520 | $506.3 萬 | 1.56% | +28,520 | 新進 |
| New Millennium Group LLC | 28,510 | $506.1 萬 | 2.19% | −880−3.0% | 減碼 |
| Northwest Bancshares, Inc. | 28,382 | $503.9 萬 | 0.97% | −5,382−15.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 28,365 | $503.6 萬 | 0.08% | −40,507−58.8% | 減碼 |
| Signaturefd, LLC | 28,280 | $502.1 萬 | 0.08% | +956+3.5% | 加碼 |
| CBOE Vest Financial, LLC | 28,269 | $501.9 萬 | 0.06% | +7,030+33.1% | 加碼 |
| Americana Partners, LLC | 28,242 | $501.4 萬 | 0.14% | −810−2.8% | 減碼 |
| Benjamin Edwards Inc | 28,220 | $501.0 萬 | 0.06% | +1,605+6.0% | 加碼 |