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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 28,138 | $499.5 萬 | 0.08% | +7,272+34.9% | 加碼 |
| Quest Partners LLC | 28,107 | $499.0 萬 | 0.28% | −1,461−4.9% | 減碼 |
| Smith, Salley & Associates | 27,838 | $494.2 萬 | 0.24% | +2,093+8.1% | 加碼 |
| K.J. Harrison & Partners Inc | 27,709 | $491.9 萬 | 0.65% | 00.0% | 不變 |
| Central Trust Co | 27,656 | $491.0 萬 | 0.10% | −2,921−9.6% | 減碼 |
| Greenleaf Trust | 27,563 | $489.3 萬 | 0.04% | −308−1.1% | 減碼 |
| Meyer Handelman Co | 27,338 | $485.3 萬 | 0.15% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 27,193 | $482.8 萬 | 0.41% | −158−0.6% | 減碼 |
| Arkadios Wealth Advisors | 26,772 | $475.3 萬 | 0.09% | +4,572+20.6% | 加碼 |
| Cullinan Associates Inc | 26,744 | $474.8 萬 | 0.32% | −7,406−21.7% | 減碼 |
| Griffin Asset Management, Inc. | 26,537 | $471.1 萬 | 0.51% | +1,345+5.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 26,451 | $469.6 萬 | 0.11% | +13,934+111.3% | 加碼 |
| Lincluden Management Ltd | 26,422 | $469.1 萬 | 0.40% | −5,724−17.8% | 減碼 |
| Next Level Private LLC | 26,342 | $467.6 萬 | 1.23% | −60.0% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 26,080 | $467.0 萬 | 0.44% | +933+3.7% | 加碼 |
| NewEdge Wealth, LLC | 26,297 | $466.8 萬 | 0.05% | +10,086+62.2% | 加碼 |
| Dimension Capital Management LLC | 26,270 | $466.4 萬 | 0.65% | 00.0% | 不變 |
| First National Advisers, LLC | 26,224 | $465.6 萬 | 0.64% | −6,315−19.4% | 減碼 |
| First National Bank of Omaha | 26,184 | $464.8 萬 | 0.14% | −6,584−20.1% | 減碼 |
| GAM Holding AG | 26,130 | $463.9 萬 | 0.30% | +23,576+923.1% | 加碼 |
| Rossmore Private Capital | 26,124 | $463.8 萬 | 0.42% | +1,153+4.6% | 加碼 |
| Truvestments Capital LLC | 26,025 | $462.0 萬 | 0.84% | −483−1.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 25,992 | $461.4 萬 | 0.05% | +603+2.4% | 加碼 |
| Capital Asset Advisory Services LLC | 24,571 | $461.3 萬 | 0.19% | −1,047−4.1% | 減碼 |
| National Asset Management, Inc. | 25,849 | $458.9 萬 | 0.22% | −82−0.3% | 減碼 |
| Palisade Asset Management, LLC | 25,807 | $458.2 萬 | 0.45% | −60−0.2% | 減碼 |
| Transcend Wealth Collective, LLC | 25,754 | $457.2 萬 | 0.35% | +1,926+8.1% | 加碼 |
| Wealthspire Advisors, LLC | 25,669 | $455.7 萬 | 0.04% | +3,526+15.9% | 加碼 |
| We Are One Seven, LLC | 25,569 | $453.9 萬 | 0.09% | +1,115+4.6% | 加碼 |
| TD Private Client Wealth LLC | 25,542 | $453.4 萬 | 0.10% | −1,632−6.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 25,516 | $453.0 萬 | 0.35% | −37−0.1% | 減碼 |
| Culbertson A N & Co Inc | 25,383 | $450.6 萬 | 0.62% | +160+0.6% | 加碼 |
| Patten & Patten Inc | 25,359 | $450.2 萬 | 0.26% | −4,799−15.9% | 減碼 |
| Bradyco, Inc. | 25,328 | $449.6 萬 | 5.58% | −20,000−44.1% | 減碼 |
| Franklin Street Advisors Inc | 25,061 | $444.9 萬 | 0.25% | +61+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 25,057 | $444.8 萬 | 0.03% | +1,179+4.9% | 加碼 |
| Trilogy Capital Inc. | 25,014 | $444.1 萬 | 0.20% | −2,305−8.4% | 減碼 |
| Arrow Capital Pty Ltd | 25,000 | $443.8 萬 | 4.25% | +25,000 | 新進 |
| Meridian Wealth Advisors, LLC | 24,959 | $443.1 萬 | 0.61% | +24,959 | 新進 |
| Trexquant Investment LP | 24,904 | $442.1 萬 | 0.04% | +24,904 | 新進 |
| Trust Co of Toledo NA | 24,894 | $441.9 萬 | 0.44% | −400−1.6% | 減碼 |
| Stolper Co | 24,844 | $441.1 萬 | 1.30% | +120.0% | 加碼 |
| Exchange Traded Concepts, LLC | 24,846 | $441.1 萬 | 0.04% | +1,919+8.4% | 加碼 |
| Brookstone Capital Management | 24,797 | $440.2 萬 | 0.05% | +1,655+7.2% | 加碼 |
| Summit Trail Advisors, LLC | 24,650 | $437.6 萬 | 0.08% | −3,757−13.2% | 減碼 |
| Community Trust & Investment Co | 24,649 | $437.6 萬 | 0.23% | −506−2.0% | 減碼 |
| Concord Wealth Partners | 24,560 | $436.0 萬 | 0.57% | +850+3.6% | 加碼 |
| Northstar Advisory Group, LLC | 24,304 | $431.5 萬 | 1.53% | +10,242+72.8% | 加碼 |
| Fulton Bank, N.A. | 24,242 | $430.4 萬 | 0.15% | +1,752+7.8% | 加碼 |
| LSV Asset Management | 24,227 | $430.1 萬 | 0.01% | 00.0% | 不變 |
| Concord Asset Management, LLC | 24,127 | $428.3 萬 | 0.74% | +283+1.2% | 加碼 |
| Northeast Investment Management | 23,939 | $425.0 萬 | 0.17% | −458−1.9% | 減碼 |
| Vestcor Inc | 23,926 | $424.8 萬 | 0.12% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 23,846 | $423.3 萬 | 0.56% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 23,574 | $418.5 萬 | 0.15% | −1,118−4.5% | 減碼 |
| Leavell Investment Management, Inc. | 23,178 | $411.5 萬 | 0.17% | +480+2.1% | 加碼 |
| Lighthouse Financial Services Inc | 23,109 | $410.3 萬 | 0.94% | +23,109 | 新進 |
| Atomi Financial Group, Inc. | 23,037 | $409.0 萬 | 0.12% | +2,743+13.5% | 加碼 |
| Syon Capital LLC | 23,025 | $408.8 萬 | 0.20% | +1,565+7.3% | 加碼 |
| J. Safra Sarasin Holding AG | 22,961 | $407.6 萬 | 0.07% | −2,668−10.4% | 減碼 |
| Alcosta Capital Management, Inc. | 22,898 | $406.5 萬 | 2.56% | +22,898 | 新進 |
| Canandaigua National Bank & Trust Co | 22,731 | $403.5 萬 | 0.36% | −735−3.1% | 減碼 |
| Donoghue Forlines LLC | 22,703 | $403.0 萬 | 1.25% | +13,019+134.4% | 加碼 |
| Hillsdale Investment Management Inc. | 22,510 | $399.6 萬 | 0.11% | +18,180+419.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 22,406 | $397.8 萬 | 0.05% | 00.0% | 不變 |
| Am Investment Strategies LLC | 22,137 | $396.2 萬 | 0.82% | −63−0.3% | 減碼 |
| YHB Investment Advisors, Inc. | 22,233 | $394.7 萬 | 0.27% | −375−1.7% | 減碼 |
| Asio Capital, LLC | 21,952 | $389.7 萬 | 0.55% | −380−1.7% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $387.0 萬 | 0.12% | 00.0% | 不變 |
| Tema ETFs LLC | 21,773 | $386.5 萬 | 0.30% | −64−0.3% | 減碼 |
| TCTC Holdings, LLC | 21,762 | $386.3 萬 | 0.12% | 00.0% | 不變 |
| River Street Advisors LLC | 21,742 | $386.0 萬 | 1.45% | +418+2.0% | 加碼 |
| Aaron Wealth Advisors | 21,730 | $385.8 萬 | 0.21% | +3,306+17.9% | 加碼 |
| IFG Advisory, LLC | 21,563 | $382.8 萬 | 0.17% | −70.0% | 減碼 |
| True North Advisors, LLC | 21,538 | $382.4 萬 | 0.49% | +368+1.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 21,494 | $381.6 萬 | 0.07% | +1,569+7.9% | 加碼 |
| Integrated Wealth Concepts LLC | 21,436 | $380.6 萬 | 0.05% | −6,322−22.8% | 減碼 |
| Sit Investment Associates Inc | 21,305 | $378.2 萬 | 0.07% | +21,305 | 新進 |
| William B. Walkup & Associates, Inc. | 21,228 | $376.9 萬 | 2.06% | −379−1.8% | 減碼 |
| Moody National Bank Trust Division | 21,181 | $376.0 萬 | 0.36% | −10,424−33.0% | 減碼 |
| GM Advisory Group, Inc. | 20,988 | $372.6 萬 | 0.15% | +39+0.2% | 加碼 |
| Regions Financial Corp | 20,928 | $371.5 萬 | 0.02% | +127+0.6% | 加碼 |
| Lipe & Dalton | 20,923 | $371.4 萬 | 1.83% | −1,831−8.0% | 減碼 |
| ISAM Funds (UK) Ltd | 20,851 | $370.2 萬 | 1.33% | +20,851 | 新進 |
| Steel Peak Wealth Management LLC | 20,840 | $370.0 萬 | 0.12% | −32,281−60.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,820 | $369.6 萬 | 0.07% | −1,418−6.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 20,808 | $369.4 萬 | 0.18% | +10,900+110.0% | 加碼 |
| Hurley Capital, LLC | 20,778 | $368.9 萬 | 2.07% | +91+0.4% | 加碼 |
| Coastline Trust Co | 20,766 | $368.7 萬 | 0.35% | +4,280+26.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,102 | $367.2 萬 | 0.03% | −250−1.2% | 減碼 |
| Alaethes Wealth LLC | 20,655 | $366.7 萬 | 1.03% | −60.0% | 減碼 |
| MainStreet Investment Advisors LLC | 20,601 | $365.7 萬 | 0.53% | −1,671−7.5% | 減碼 |
| MidFirst Bank | 20,584 | $365.4 萬 | 0.29% | +20,584 | 新進 |
| Ashton Thomas Private Wealth, LLC | 20,511 | $364.1 萬 | 0.09% | +2,336+12.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 20,476 | $363.5 萬 | 0.20% | −170−0.8% | 減碼 |
| Smartleaf Asset Management LLC | 20,257 | $362.8 萬 | 0.14% | +3,284+19.3% | 加碼 |
| Cornerstone Planning, LLC | 20,302 | $361.8 萬 | 0.84% | +20,302 | 新進 |
| Sumitomo Life Insurance Co | 20,327 | $360.9 萬 | 0.10% | +176+0.9% | 加碼 |
| Werlinich Asset Management, LLC | 20,070 | $359.4 萬 | 1.77% | 00.0% | 不變 |
| Stokes Capital Advisors, LLC | 20,195 | $358.5 萬 | 0.82% | +20,195 | 新進 |