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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 20,080 | $356.5 萬 | 0.11% | −678−3.3% | 減碼 |
| Baldwin Investment Management, LLC | 19,673 | $349.2 萬 | 0.39% | +10.0% | 加碼 |
| Choate Investment Advisors | 19,670 | $349.2 萬 | 0.07% | +1,185+6.4% | 加碼 |
| Miracle Mile Advisors, LLC | 19,669 | $349.2 萬 | 0.05% | +1,910+10.8% | 加碼 |
| Capital Investment Advisors, LLC | 19,623 | $348.4 萬 | 0.05% | −1,015−4.9% | 減碼 |
| Andra AP-fonden | 19,597 | $347.9 萬 | 0.04% | +19,597 | 新進 |
| Fideuram Asset Management (Ireland) dac | 26,570 | $346.6 萬 | 0.28% | +26,570 | 新進 |
| Paradigm Asset Management Co LLC | 19,500 | $346.2 萬 | 0.80% | −1,200−5.8% | 減碼 |
| Hunter Associates Investment Management LLC | 19,446 | $345.1 萬 | 0.46% | −182−0.9% | 減碼 |
| Aigen Investment Management, LP | 19,281 | $342.3 萬 | 0.79% | +19,281 | 新進 |
| Cacti Asset Management LLC | 19,000 | $341.9 萬 | 0.21% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 19,252 | $341.8 萬 | 0.15% | −1,404−6.8% | 減碼 |
| Graphene Investments SAS | 19,200 | $340.9 萬 | 2.14% | −3,800−16.5% | 減碼 |
| Schear Investment Advisers, LLC | 19,197 | $340.8 萬 | 1.47% | +1,533+8.7% | 加碼 |
| Caldwell Trust Co | 19,026 | $337.8 萬 | 0.30% | −479−2.5% | 減碼 |
| D L Carlson Investment Group Inc | 18,969 | $336.8 萬 | 0.57% | −1,034−5.2% | 減碼 |
| Insight Inv LLC | 18,966 | $336.7 萬 | 1.89% | +347+1.9% | 加碼 |
| Krilogy Financial LLC | 18,478 | $336.1 萬 | 0.11% | +1,658+9.9% | 加碼 |
| Howland Capital Management LLC | 18,898 | $335.5 萬 | 0.13% | +3,259+20.8% | 加碼 |
| Davenport & Co LLC | 18,749 | $332.8 萬 | 0.02% | +611+3.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 18,690 | $331.8 萬 | 0.04% | +1,483+8.6% | 加碼 |
| Texas Yale Capital Corp. | 18,415 | $326.9 萬 | 0.10% | +65+0.4% | 加碼 |
| Hudson Canyon Capital Management | 18,385 | $326.4 萬 | 1.91% | 00.0% | 不變 |
| Whittier Trust Co | 17,384 | $326.4 萬 | 0.04% | −192−1.1% | 減碼 |
| Capital Investment Counsel, Inc | 18,371 | $326.1 萬 | 0.38% | 00.0% | 不變 |
| SHP Wealth Management | 18,337 | $325.5 萬 | 0.25% | +18,337 | 新進 |
| Snowden Capital Advisors LLC | 18,174 | $322.7 萬 | 0.08% | +3,060+20.2% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 18,170 | $322.6 萬 | 0.36% | +277+1.5% | 加碼 |
| Ascent Group, LLC | 17,974 | $319.1 萬 | 0.11% | −406−2.2% | 減碼 |
| Strategic Advisors LLC | 17,943 | $318.6 萬 | 0.50% | +35+0.2% | 加碼 |
| Koshinski Asset Management, Inc. | 17,927 | $318.3 萬 | 0.21% | −207−1.1% | 減碼 |
| Shaker Investments LLC | 17,894 | $317.7 萬 | 1.32% | −119−0.7% | 減碼 |
| PFG Investments, LLC | 17,780 | $315.6 萬 | 0.15% | +164+0.9% | 加碼 |
| JPL Wealth Management, LLC | 17,756 | $315.2 萬 | 0.77% | −642−3.5% | 減碼 |
| Fulcrum Asset Management LLP | 17,542 | $314.1 萬 | 0.87% | −520−2.9% | 減碼 |
| Granite Group Advisors, LLC | 17,656 | $313.4 萬 | 1.78% | −525−2.9% | 減碼 |
| Dynasty Wealth Management, LLC | 17,641 | $313.2 萬 | 0.03% | +1,434+8.8% | 加碼 |
| Centaurus Financial, Inc. | 17,625 | $312.9 萬 | 0.14% | +1,830+11.6% | 加碼 |
| Covenant Asset Management, LLC | 17,565 | $311.8 萬 | 0.60% | −1,321−7.0% | 減碼 |
| Resources Investment Advisors, LLC. | 17,557 | $311.7 萬 | 0.03% | +72+0.4% | 加碼 |
| Rydar Equities, Inc. | 17,527 | $311.2 萬 | 2.43% | −393−2.2% | 減碼 |
| Crestwood Advisors Group LLC | 17,511 | $310.9 萬 | 0.05% | +827+5.0% | 加碼 |
| Mach-1 Financial Group, Inc. | 17,493 | $310.6 萬 | 0.64% | +17,493 | 新進 |
| Belpointe Asset Management LLC | 17,455 | $309.9 萬 | 0.11% | −1,568−8.2% | 減碼 |
| Abbot Financial Management, Inc. | 17,425 | $309.3 萬 | 1.28% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 17,418 | $309.2 萬 | 0.07% | +343+2.0% | 加碼 |
| Bradley Foster & Sargent Inc | 17,412 | $309.1 萬 | 0.05% | −20.0% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 17,397 | $308.8 萬 | 0.93% | −1,980−10.2% | 減碼 |
| Intrust Bank NA | 17,387 | $308.7 萬 | 0.26% | +218+1.3% | 加碼 |
| Harvest Investment Advisors, LLC | 17,369 | $308.3 萬 | 1.75% | −1,625−8.6% | 減碼 |
| Alerus Financial NA | 17,363 | $308.2 萬 | 0.15% | −10,924−38.6% | 減碼 |
| Huntleigh Advisors, Inc. | 17,332 | $307.7 萬 | 0.52% | +2,007+13.1% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $307.6 萬 | 0.10% | 00.0% | 不變 |
| Optiver Holding B.V. | 17,322 | $307.5 萬 | 0.06% | +17,322 | 新進 |
| BOK Financial Private Wealth, Inc. | 17,204 | $305.4 萬 | 0.19% | −48−0.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,157 | $304.6 萬 | 0.03% | +2,462+16.8% | 加碼 |
| Cookson Peirce & Co Inc | 17,150 | $304.5 萬 | 0.13% | +1,214+7.6% | 加碼 |
| XTX Topco Ltd | 17,061 | $302.9 萬 | 0.08% | +2,821+19.8% | 加碼 |
| GTS Securities LLC | 17,038 | $302.5 萬 | 0.10% | +9,750+133.8% | 加碼 |
| Hall Laurie J Trustee | 17,000 | $301.8 萬 | 1.00% | −1,000−5.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 16,942 | $300.8 萬 | 0.42% | −229−1.3% | 減碼 |
| Heritage Trust Co | 16,923 | $300.4 萬 | 0.31% | +1,533+10.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 16,909 | $300.2 萬 | 0.06% | +1,063+6.7% | 加碼 |
| Oak Asset Management, LLC | 16,763 | $297.6 萬 | 1.01% | −165−1.0% | 減碼 |
| Institute for Wealth Management, LLC. | 16,718 | $296.8 萬 | 0.31% | −128−0.8% | 減碼 |
| Somerset Trust Co | 16,656 | $295.7 萬 | 0.90% | +196+1.2% | 加碼 |
| Atlas Legacy Advisors, LLC | 16,394 | $294.7 萬 | 0.52% | −767−4.5% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $292.9 萬 | 0.05% | 00.0% | 不變 |
| King Luther Capital Management Corp | 16,478 | $292.5 萬 | 0.01% | −169−1.0% | 減碼 |
| Capula Management Ltd | 16,453 | $292.1 萬 | 0.02% | +13,986+566.9% | 加碼 |
| Altman Advisors, Inc. | 16,408 | $291.3 萬 | 1.10% | −500−3.0% | 減碼 |
| IFC Advisors LLC | 16,385 | $290.9 萬 | 0.42% | +35+0.2% | 加碼 |
| Arrow Financial Corp | 16,270 | $288.8 萬 | 0.29% | −562−3.3% | 減碼 |
| Freedom Day Solutions, LLC | 16,269 | $288.8 萬 | 0.78% | −467−2.8% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 16,166 | $287.0 萬 | 1.76% | +16,166 | 新進 |
| LOM Asset Management Ltd | 16,162 | $286.9 萬 | 0.83% | +118+0.7% | 加碼 |
| Qtron Investments LLC | 16,103 | $285.9 萬 | 0.37% | −2,307−12.5% | 減碼 |
| Cherokee Insurance Co | 16,000 | $284.0 萬 | 1.15% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 16,000 | $284.0 萬 | 0.56% | +16,000 | 新進 |
| Brown Financial Advisors | 15,939 | $283.0 萬 | 1.04% | −968−5.7% | 減碼 |
| BDF-Gestion | 15,938 | $282.9 萬 | 0.35% | +15,938 | 新進 |
| AMG National Trust Bank | 15,932 | $282.8 萬 | 0.07% | +1,132+7.6% | 加碼 |
| Parkside Financial Bank & Trust | 15,894 | $282.2 萬 | 0.21% | +44+0.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 15,893 | $282.1 萬 | 0.07% | +3,790+31.3% | 加碼 |
| Charter Oak Capital Management, LLC | 15,824 | $280.9 萬 | 0.21% | −262−1.6% | 減碼 |
| Machina Capital S.A.S. | 15,808 | $280.6 萬 | 0.54% | +15,808 | 新進 |
| Aspen Grove Capital, LLC | 15,767 | $279.9 萬 | 0.49% | +30.0% | 加碼 |
| Prospera Financial Services Inc | 15,759 | $279.9 萬 | 0.05% | +1,193+8.2% | 加碼 |
| White Pine Capital LLC | 15,622 | $277.3 萬 | 0.76% | −30−0.2% | 減碼 |
| Bahl & Gaynor Inc | 15,579 | $276.6 萬 | 0.01% | +2,879+22.7% | 加碼 |
| Aft, Forsyth & Sober, LLC | 15,500 | $275.2 萬 | 0.83% | 00.0% | 不變 |
| A. D. Beadell Investment Counsel, Inc. | 15,396 | $273.3 萬 | 1.77% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 15,365 | $272.8 萬 | 1.49% | +213+1.4% | 加碼 |
| Checchi Capital Advisers, LLC | 15,356 | $272.6 萬 | 0.19% | −249−1.6% | 減碼 |
| Headlands Technologies LLC | 15,356 | $272.6 萬 | 0.23% | +15,356 | 新進 |
| Meadowbrook Advisors Group, LLC | 15,322 | $272.0 萬 | 1.52% | +15,322 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 15,287 | $271.4 萬 | 0.07% | +1,263+9.0% | 加碼 |
| Decatur Capital Management, Inc. | 15,237 | $270.5 萬 | 1.10% | −758−4.7% | 減碼 |
| AlTi Global, Inc. | 15,188 | $269.6 萬 | 0.06% | +1,694+12.6% | 加碼 |
| Waterfront Wealth Inc. | 14,836 | $268.9 萬 | 0.51% | −46−0.3% | 減碼 |