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。
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
- $2,180 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 | 2,746 | $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 |
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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 3,172 | $52.2 萬 | 0.12% | −55−1.7% | 減碼 |
| Freestone Capital Holdings, LLC | 3,177 | $52.3 萬 | 0.02% | −377−10.6% | 減碼 |
| Avantax Planning Partners, Inc. | 3,185 | $52.4 萬 | 0.01% | +87+2.8% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,188 | $52.5 萬 | 0.03% | −13−0.4% | 減碼 |
| Nichols & Pratt Advisers LLP | 3,195 | $52.6 萬 | 0.03% | −1,000−23.8% | 減碼 |
| Brucke Financial, Inc. | 3,208 | $52.8 萬 | 0.27% | +1,064+49.6% | 加碼 |
| Everpar Advisors LLC | 3,215 | $52.9 萬 | 0.18% | +118+3.8% | 加碼 |
| Calton & Associates, Inc. | 3,236 | $53.2 萬 | 0.08% | −271−7.7% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,237 | $53.3 萬 | 0.03% | −2,760−46.0% | 減碼 |
| Bearing Point Capital, LLC | 3,239 | $53.3 萬 | 0.08% | −2,178−40.2% | 減碼 |
| Guerra Pan Advisors, LLC | 3,239 | $53.3 萬 | 0.33% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 3,242 | $53.4 萬 | 0.06% | −106−3.2% | 減碼 |
| Grandfield & Dodd, LLC | 3,246 | $53.4 萬 | 0.03% | 00.0% | 不變 |
| Key Financial Inc | 3,269 | $53.8 萬 | 0.10% | +229+7.5% | 加碼 |
| Nwam LLC | 3,288 | $54.1 萬 | 0.03% | −173−5.0% | 減碼 |
| Wealth Preservation Advisors, LLC | 3,290 | $54.1 萬 | 0.45% | −44−1.3% | 減碼 |
| Weaver Capital Management LLC | 3,298 | $54.3 萬 | 0.12% | +23+0.7% | 加碼 |
| Oxford Wealth Group, LLC | 3,300 | $54.3 萬 | 0.30% | −203−5.8% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 3,326 | $54.7 萬 | 0.29% | +97+3.0% | 加碼 |
| Proathlete Wealth Management LLC | 3,333 | $54.9 萬 | 0.15% | +13+0.4% | 加碼 |
| Ak Global Asset Management, LLC | 3,350 | $55.1 萬 | 0.52% | +150+4.7% | 加碼 |
| Onefund, LLC | 3,320 | $55.1 萬 | 0.36% | −223−6.3% | 減碼 |
| Castleview Partners, LLC | 3,353 | $55.2 萬 | 0.28% | +246+7.9% | 加碼 |
| Balboa Wealth Partners | 3,355 | $55.2 萬 | 0.09% | +174+5.5% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 3,355 | $55.2 萬 | 0.13% | +533+18.9% | 加碼 |
| Quantum Financial Advisors, LLC | 3,356 | $55.2 萬 | 0.06% | +10+0.3% | 加碼 |
| American National Bank | 3,361 | $55.3 萬 | 0.05% | −35−1.0% | 減碼 |
| Cache Advisors, LLC | 3,362 | $55.3 萬 | 0.06% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 3,258 | $55.4 萬 | 0.04% | +58+1.8% | 加碼 |
| Waddell & Associates, LLC | 3,366 | $55.4 萬 | 0.03% | +135+4.2% | 加碼 |
| Fosun International Ltd | 3,377 | $55.6 萬 | 0.14% | +3,377 | 新進 |
| Sierra Capital LLC | 3,380 | $55.6 萬 | 0.06% | +3,380 | 新進 |
| China Universal Asset Management Co., Ltd. | 3,381 | $55.6 萬 | 0.04% | +3,381 | 新進 |
| Tiemann Investment Advisors, LLC | 3,394 | $55.9 萬 | 0.22% | +500+17.3% | 加碼 |
| Hexagon Capital Partners LLC | 3,399 | $55.9 萬 | 0.08% | +3,399 | 新進 |
| Kingsman Wealth Management, Inc. | 3,415 | $56.2 萬 | 0.32% | −1,743−33.8% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,418 | $56.3 萬 | 0.12% | +90+2.7% | 加碼 |
| Community Bank of Raymore | 3,420 | $56.3 萬 | 0.38% | 00.0% | 不變 |
| Davidson Investment Advisors | 3,427 | $56.4 萬 | 0.02% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 3,433 | $56.5 萬 | 0.08% | +2+0.1% | 加碼 |
| Teza Capital Management LLC | 3,442 | $56.6 萬 | 2.07% | +231+7.2% | 加碼 |
| Bank of Hawaii | 3,453 | $56.8 萬 | 0.03% | +19+0.6% | 加碼 |
| IVC Wealth Advisors LLC | 3,470 | $57.1 萬 | 0.25% | −42−1.2% | 減碼 |
| Keystone Financial Group | 3,471 | $57.1 萬 | 0.04% | +1,764+103.3% | 加碼 |
| Farmers National Bank | 3,488 | $57.4 萬 | 0.13% | −38−1.1% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,492 | $57.5 萬 | 0.18% | +251+7.7% | 加碼 |
| Aspiriant, LLC | 3,499 | $57.6 萬 | 0.02% | −50−1.4% | 減碼 |
| Parkside Investments, LLC | 3,500 | $57.6 萬 | 0.07% | −1,500−30.0% | 減碼 |
| Means Investment Co., Inc. | 3,503 | $57.6 萬 | 0.05% | +1,654+89.5% | 加碼 |
| Wright Investors Service Inc | 3,514 | $57.8 萬 | 0.18% | +14+0.4% | 加碼 |
| Perfromance Wealth Partners, LLC | 3,535 | $58.2 萬 | 0.02% | +93+2.7% | 加碼 |
| Abel Hall, LLC | 3,537 | $58.2 萬 | 0.12% | −2,149−37.8% | 減碼 |
| AlphaGrep UK Ltd | 3,555 | $58.5 萬 | 0.17% | +185+5.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 3,555 | $58.5 萬 | 0.03% | +730+25.8% | 加碼 |
| Missouri Trust & Investment Co | 3,559 | $58.6 萬 | 0.17% | −41−1.1% | 減碼 |
| Ledyard National Bank | 3,563 | $58.6 萬 | 0.05% | −1,086−23.4% | 減碼 |
| Prestige Wealth Management Group LLC | 3,567 | $58.7 萬 | 0.12% | −82−2.2% | 減碼 |
| Contravisory Investment Management, Inc. | 3,568 | $58.7 萬 | 0.12% | −74−2.0% | 減碼 |
| CMT Capital Markets Trading GmbH | 3,572 | $58.8 萬 | 0.27% | +3,572 | 新進 |
| Duncker Streett & Co Inc | 3,578 | $58.9 萬 | 0.11% | 00.0% | 不變 |
| Income Insurance Ltd | 3,589 | $59.1 萬 | 0.40% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 3,593 | $59.1 萬 | 0.36% | −259−6.7% | 減碼 |
| Tritonpoint Wealth, LLC | 3,603 | $59.3 萬 | 0.06% | +112+3.2% | 加碼 |
| Waterloo Capital, L.P. | 3,610 | $59.4 萬 | 0.04% | −2,486−40.8% | 減碼 |
| Payne Capital Management, LLC | 3,610 | $59.4 萬 | 0.18% | −126−3.4% | 減碼 |
| Mill Creek Capital Advisors, LLC | 3,623 | $59.6 萬 | 0.01% | +12+0.3% | 加碼 |
| Ostrum Asset Management | 3,626 | $59.7 萬 | 0.03% | −625−14.7% | 減碼 |
| Jackson Creek Investment Advisors LLC | 3,628 | $59.7 萬 | 0.18% | −21−0.6% | 減碼 |
| Blue Water Asset Management | 3,642 | $59.9 萬 | 0.21% | +19+0.5% | 加碼 |
| LeClair Wealth Partners LLC | 3,642 | $59.9 萬 | 0.21% | +3,642 | 新進 |
| Oasis Advisors, LLC | 3,654 | $60.2 萬 | 0.12% | +3,654 | 新進 |
| Waldron Private Wealth LLC | 3,661 | $60.2 萬 | 0.02% | +51+1.4% | 加碼 |
| Great Lakes Advisors, LLC | 3,672 | $60.4 萬 | 0.01% | +62+1.7% | 加碼 |
| Topsail Wealth Management, LLC | 3,685 | $60.6 萬 | 0.09% | 00.0% | 不變 |
| Tactive Advisors, LLC | 3,688 | $60.7 萬 | 0.17% | +638+20.9% | 加碼 |
| Webster Bank, N. A. | 3,696 | $60.8 萬 | 0.06% | 00.0% | 不變 |
| Integrity Advisory Solutions, LLC | 3,708 | $61.0 萬 | 0.08% | +3,708 | 新進 |
| Cypress Wealth Services, LLC | 3,710 | $61.0 萬 | 0.09% | −14−0.4% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 3,355 | $61.2 萬 | 0.08% | −23,215−87.4% | 減碼 |
| Opinicus Capital, Inc. | 3,723 | $61.3 萬 | 0.43% | +73+2.0% | 加碼 |
| United Bank | 3,736 | $61.5 萬 | 0.08% | −764−17.0% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,738 | $61.5 萬 | 0.08% | 00.0% | 不變 |
| Hobbs Group Advisors, LLC | 3,739 | $61.5 萬 | 0.18% | +610+19.5% | 加碼 |
| Northbridge Financial Group, LLC | 3,407 | $61.7 萬 | 0.27% | +187+5.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 3,756 | $61.8 萬 | 0.10% | +1,456+63.3% | 加碼 |
| Capital International Sarl | 3,757 | $61.8 萬 | 0.01% | −3,486−48.1% | 減碼 |
| Marino, Stram & Associates LLC | 3,766 | $62.0 萬 | 0.11% | +89+2.4% | 加碼 |
| Connecticut Wealth Management, LLC | 3,776 | $62.1 萬 | 0.03% | −936−19.9% | 減碼 |
| Silvia McColl Wealth Management, LLC | 3,777 | $62.2 萬 | 0.41% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 3,796 | $62.5 萬 | 0.03% | +589+18.4% | 加碼 |
| Wimmer Associates 1, LLC | 3,801 | $62.6 萬 | 0.31% | −270−6.6% | 減碼 |
| Cetera Trust Company, N.A | 3,804 | $62.6 萬 | 0.35% | 00.0% | 不變 |
| Broyhill Asset Management | 3,805 | $62.6 萬 | 0.61% | −60−1.6% | 減碼 |
| Congress Park Capital LLC | 3,813 | $62.7 萬 | 0.19% | +203+5.6% | 加碼 |
| St Germain D J Co Inc | 3,824 | $62.9 萬 | 0.02% | −7−0.2% | 減碼 |
| SmartHarvest Portfolios, LLC | 3,826 | $63.0 萬 | 0.26% | −1,076−22.0% | 減碼 |
| Pallas Capital Advisors LLC | 3,829 | $63.0 萬 | 0.02% | +354+10.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 3,829 | $63.0 萬 | 0.01% | −227−5.6% | 減碼 |
| Frisch Financial Group, Inc. | 3,836 | $63.1 萬 | 0.13% | +86+2.3% | 加碼 |
| DF Dent & Co Inc | 3,854 | $63.4 萬 | 0.01% | +2,049+113.5% | 加碼 |