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 2,745 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。
2026 年第 1 季 13F 持有人
Morgan Stanley 在 2026/3/31 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
- 2,514
- 較 2025 年第 4 季 +21 家
- 持有股數
- 13.3 億
- 較 2025 年第 4 季 +1.17 億 (+9.7%)
- 總市值
- $2,181 億
- 較 2025 年第 4 季 +$32.3 億 (+1.5%)
- 新進機構
- 179
- 另有 1,053 家加碼
- 清倉機構
- 158
- 另有 941 家減碼
另有 40 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,181 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $620.6 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 101,340,194 | $166.8 億 | 0.58% | −2,514,557−2.4% | 減碼 |
| BlackRock, Inc. | 96,396,889 | $158.6 億 | 0.28% | +1,147,992+1.2% | 加碼 |
| Vanguard Capital Management LLC | 77,715,132 | $127.9 億 | 0.32% | +77,715,132 | 新進 |
| JPMorgan Chase & Co | 43,578,279 | $69.0 億 | 0.47% | +7,863,826+22.0% | 加碼 |
| Vanguard Portfolio Management LLC | 30,240,801 | $49.8 億 | 0.26% | +30,240,801 | 新進 |
| Geode Capital Management, LLC | 27,702,674 | $45.4 億 | 0.28% | +632,117+2.3% | 加碼 |
| Fisher Asset Management, LLC | 25,600,068 | $42.1 億 | 1.43% | +581,733+2.3% | 加碼 |
| FMR LLC | 22,730,023 | $37.4 億 | 0.20% | −3,436,568−13.1% | 減碼 |
| Capital Research Global Investors | 20,270,720 | $33.4 億 | 0.52% | +4,838,407+31.4% | 加碼 |
| Price T Rowe Associates Inc | 17,014,757 | $28.0 億 | 0.32% | +2,096,981+14.1% | 加碼 |
| Bank of America Corp | 16,326,676 | $26.9 億 | 0.20% | +87,533+0.5% | 加碼 |
| Goldman Sachs Group Inc | 14,875,181 | $24.5 億 | 0.32% | −336,546−2.2% | 減碼 |
| Ameriprise Financial Inc | 13,916,490 | $22.9 億 | 0.53% | −265,171−1.9% | 減碼 |
| Northern Trust Corp | 12,818,061 | $21.1 億 | 0.28% | +3,9480.0% | 加碼 |
| UBS Group AG | 11,923,338 | $19.6 億 | 0.35% | +1,281,069+12.0% | 加碼 |
| Massachusetts Financial Services Co | 11,749,856 | $19.3 億 | 0.65% | −708,446−5.7% | 減碼 |
| UBS Asset Management Americas Inc | 11,017,848 | $18.1 億 | 0.38% | +1,846,193+20.1% | 加碼 |
| Schroder Investment Management Group | 10,244,669 | $16.9 億 | 1.38% | −57,859−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 9,991,147 | $16.4 億 | 0.25% | +133,347+1.4% | 加碼 |
| Bank of New York Mellon Corp | 9,794,288 | $16.1 億 | 0.30% | +422,775+4.5% | 加碼 |
| Franklin Resources Inc | 9,175,221 | $15.1 億 | 0.37% | +408,813+4.7% | 加碼 |
| Legal & General Group Plc | 8,295,263 | $13.7 億 | 0.32% | +33,514+0.4% | 加碼 |
| Royal Bank of Canada | 7,923,829 | $13.0 億 | 0.25% | −1,110,944−12.3% | 減碼 |
| Invesco Ltd. | 7,846,458 | $12.9 億 | 0.13% | +651,781+9.1% | 加碼 |
| Dimensional Fund Advisors LP | 7,235,756 | $11.9 億 | 0.25% | +65,739+0.9% | 加碼 |
| Capital International Investors | 7,157,310 | $11.8 億 | 0.28% | −13,386,787−65.2% | 減碼 |
| Amundi | 6,981,276 | $11.5 億 | 0.31% | +654,891+10.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 6,753,689 | $11.1 億 | 0.28% | +6,753,689 | 新進 |
| Bank of Montreal | 6,663,292 | $11.0 億 | 0.46% | +25,066+0.4% | 加碼 |
| Morgan Stanley | 6,127,396 | $10.1 億 | 0.06% | +32,662+0.5% | 加碼 |
| Nuveen, LLC | 5,601,891 | $9.22 億 | 0.25% | +188,636+3.5% | 加碼 |
| Barclays PLC | 5,213,854 | $8.58 億 | 0.31% | +1,615,455+44.9% | 加碼 |
| Wellington Management Group LLP | 4,657,771 | $7.67 億 | 0.14% | −11,194,880−70.6% | 減碼 |
| Boston Partners | 4,429,180 | $7.29 億 | 0.76% | +622,132+16.3% | 加碼 |
| Wells Fargo & Company | 4,331,016 | $7.13 億 | 0.14% | +105,647+2.5% | 加碼 |
| Marshall Wace, LLP | 4,197,269 | $6.91 億 | 0.74% | +2,463,402+142.1% | 加碼 |
| Deutsche Bank AG | 4,121,871 | $6.78 億 | 0.22% | +117,945+2.9% | 加碼 |
| Millennium Management LLC | 3,997,261 | $6.58 億 | 0.49% | +1,722,077+75.7% | 加碼 |
| Janus Henderson Group PLC | 3,922,709 | $6.46 億 | 0.31% | −254,240−6.1% | 減碼 |
| Two Sigma Investments, LP | 3,739,612 | $6.15 億 | 0.51% | +2,622,799+234.8% | 加碼 |
| HSBC Holdings PLC | 3,366,470 | $5.54 億 | 0.33% | −143,870−4.1% | 減碼 |
| Axiom Investors LLC | 3,114,846 | $5.13 億 | 5.70% | −485,213−13.5% | 減碼 |
| Envestnet Asset Management Inc | 3,100,379 | $5.10 億 | 0.14% | +291,147+10.4% | 加碼 |
| Alliancebernstein L.P. | 2,868,763 | $5.09 億 | 0.16% | −335,327−10.5% | 減碼 |
| Principal Financial Group Inc | 3,021,966 | $4.97 億 | 0.27% | −127,363−4.0% | 減碼 |
| Canada Pension Plan Investment Board | 2,984,976 | $4.91 億 | 0.32% | +676,474+29.3% | 加碼 |
| National Pension Service | 2,952,417 | $4.86 億 | 0.37% | +123,114+4.4% | 加碼 |
| Citadel Advisors LLC | 2,865,020 | $4.71 億 | 0.33% | −2,297,374−44.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,775,297 | $4.57 億 | 0.30% | −122,784−4.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,686,910 | $4.42 億 | 0.30% | +177,730+7.1% | 加碼 |
| Vanguard Global Advisers, LLC | 2,645,928 | $4.35 億 | 0.23% | +2,645,928 | 新進 |
| Allianz Asset Management GmbH | 2,613,380 | $4.30 億 | 0.50% | +326,073+14.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,542,196 | $4.18 億 | 0.27% | −139,926−5.2% | 減碼 |
| California Public Employees Retirement System | 2,422,284 | $3.99 億 | 0.25% | +287,056+13.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,411,894 | $3.97 億 | 0.23% | −12,541−0.5% | 減碼 |
| Neuberger Berman Group LLC | 2,383,354 | $3.92 億 | 0.30% | +107,646+4.7% | 加碼 |
| Vanguard Asset Management, Ltd | 2,308,186 | $3.80 億 | 0.32% | +2,308,186 | 新進 |
| Lord, Abbett & Co. LLC | 2,150,577 | $3.54 億 | 1.16% | −147,427−6.4% | 減碼 |
| Rhumbline Advisers | 2,149,365 | $3.54 億 | 0.30% | −35,505−1.6% | 減碼 |
| TD Asset Management Inc | 2,131,499 | $3.51 億 | 0.28% | +1,583,588+289.0% | 加碼 |
| LPL Financial LLC | 1,992,841 | $3.28 億 | 0.09% | +63,366+3.3% | 加碼 |
| Thrivent Financial for Lutherans | 1,977,078 | $3.25 億 | 0.62% | +570,583+40.6% | 加碼 |
| Raymond James Financial Inc | 1,969,551 | $3.24 億 | 0.10% | +16,913+0.9% | 加碼 |
| Citigroup Inc | 1,872,878 | $3.08 億 | 0.20% | +368,160+24.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,864,278 | $3.07 億 | 0.24% | +884,814+90.3% | 加碼 |
| Ensign Peak Advisors, Inc | 1,850,620 | $3.05 億 | 0.57% | +135,194+7.9% | 加碼 |
| Prudential Financial Inc | 1,815,816 | $2.99 億 | 0.37% | +76,516+4.4% | 加碼 |
| KBC Group NV | 1,814,373 | $2.99 億 | 0.75% | +3,002+0.2% | 加碼 |
| Fifth Third Bancorp | 1,799,762 | $2.96 億 | 0.54% | +266,445+17.4% | 加碼 |
| California State Teachers Retirement System | 1,790,507 | $2.95 億 | 0.31% | −59,739−3.2% | 減碼 |
| CI Private Wealth, LLC | 1,685,994 | $2.77 億 | 0.40% | +180,087+12.0% | 加碼 |
| Stifel Financial Corp | 1,638,520 | $2.70 億 | 0.25% | +2,443+0.1% | 加碼 |
| Fayez Sarofim & Co | 1,635,037 | $2.69 億 | 0.69% | −33,894−2.0% | 減碼 |
| Capital World Investors | 1,616,422 | $2.66 億 | 0.04% | +1,007,472+165.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,562,523 | $2.57 億 | 0.42% | +553,374+54.8% | 加碼 |
| New York State Common Retirement Fund | 1,537,355 | $2.53 億 | 0.35% | −19,200−1.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,501,131 | $2.47 億 | 0.97% | −507,960−25.3% | 減碼 |
| FIL Ltd | 1,498,694 | $2.47 億 | 0.19% | −708,223−32.1% | 減碼 |
| Voya Investment Management LLC | 1,452,035 | $2.39 億 | 0.25% | −2,105,757−59.2% | 減碼 |
| Point72 Asset Management, L.P. | 1,446,420 | $2.38 億 | 0.41% | +796,332+122.5% | 加碼 |
| Cullen Capital Management LLC | 1,433,565 | $2.36 億 | 2.42% | −71,362−4.7% | 減碼 |
| SEI Investments Co | 1,410,293 | $2.32 億 | 0.21% | +666,754+89.7% | 加碼 |
| American Century Companies Inc | 1,400,026 | $2.30 億 | 0.12% | +298,733+27.1% | 加碼 |
| Acadian Asset Management LLC | 1,382,293 | $2.27 億 | 0.32% | +493,706+55.6% | 加碼 |
| Samlyn Capital, LLC | 1,323,544 | $2.18 億 | 3.74% | −169,525−11.4% | 減碼 |
| HighTower Advisors, LLC | 1,331,983 | $2.15 億 | 0.23% | −209,471−13.6% | 減碼 |
| Hamlin Capital Management, LLC | 1,288,720 | $2.12 億 | 5.12% | −107,637−7.7% | 減碼 |
| Commerce Bank | 1,286,011 | $2.12 億 | 1.02% | +126,137+10.9% | 加碼 |
| Alecta Pensionsforsakring, Omsesidigt | 1,279,100 | $2.10 億 | 1.03% | +337,100+35.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,252,759 | $2.06 億 | 0.47% | +514,285+69.6% | 加碼 |
| National Bank of Canada | 1,247,157 | $2.05 億 | 0.21% | +455,994+57.6% | 加碼 |
| Focused Investors LLC | 1,228,350 | $2.02 億 | 6.57% | −30,600−2.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,227,123 | $2.02 億 | 0.17% | −1,131,471−48.0% | 減碼 |
| Squarepoint Ops LLC | 1,199,201 | $1.97 億 | 0.42% | +514,301+75.1% | 加碼 |
| Evercore Wealth Management, LLC | 1,177,393 | $1.94 億 | 3.05% | −39,209−3.2% | 減碼 |
| Standard Life Aberdeen plc | 1,151,520 | $1.90 億 | 0.31% | +31,398+2.8% | 加碼 |
| Alyeska Investment Group, L.P. | 1,123,489 | $1.85 億 | 0.52% | +310,100+38.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,122,601 | $1.83 億 | 0.32% | −1,071−0.1% | 減碼 |
| Aviva PLC | 1,085,430 | $1.79 億 | 0.30% | +29,028+2.7% | 加碼 |