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 |
|---|---|---|---|---|---|
| Arsenal Capital Advisors LLC | 4,584 | $75.4 萬 | 0.55% | −20.0% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,585 | $75.5 萬 | 0.24% | +19+0.4% | 加碼 |
| Arcataur Capital Management LLC | 4,594 | $75.6 萬 | 0.21% | +60+1.3% | 加碼 |
| Powell Investment Advisors, LLC | 4,605 | $75.8 萬 | 0.26% | +27+0.6% | 加碼 |
| B&L Asset Management LLC | 4,607 | $75.8 萬 | 0.33% | +540+13.3% | 加碼 |
| Saiph Capital, LLC | 4,614 | $75.9 萬 | 0.29% | 00.0% | 不變 |
| Alta Advisers Ltd | 4,615 | $75.9 萬 | 0.27% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 4,615 | $76.0 萬 | 0.04% | −244−5.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,619 | $76.0 萬 | 0.19% | +292+6.7% | 加碼 |
| Lazari Capital Management, Inc. | 4,622 | $76.1 萬 | 0.26% | −285−5.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,637 | $76.3 萬 | 0.05% | −848−15.5% | 減碼 |
| Howard Capital Management Inc. | 4,652 | $76.6 萬 | 0.01% | −4,511−49.2% | 減碼 |
| DT Investment Partners, LLC | 4,672 | $76.9 萬 | 0.06% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 4,674 | $76.9 萬 | 0.45% | +50+1.1% | 加碼 |
| Global Financial Private Client, LLC | 4,674 | $76.9 萬 | 0.25% | +330+7.6% | 加碼 |
| Smithfield Trust Co | 4,668 | $77.0 萬 | 0.03% | 00.0% | 不變 |
| Roundview Capital LLC | 4,681 | $77.0 萬 | 0.05% | +198+4.4% | 加碼 |
| Texas Bank & Trust Co | 4,694 | $77.2 萬 | 0.29% | −90−1.9% | 減碼 |
| Orca Investment Management, LLC | 4,720 | $77.7 萬 | 0.66% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,745 | $78.1 萬 | 0.06% | −299−5.9% | 減碼 |
| North Star Investment Management Corp. | 4,747 | $78.1 萬 | 0.05% | −35−0.7% | 減碼 |
| Gsa Capital Partners LLP | 4,770 | $78.5 萬 | 0.05% | −4,858−50.5% | 減碼 |
| Anchor Investment Management, LLC | 4,777 | $78.6 萬 | 0.07% | −37−0.8% | 減碼 |
| Alta Wealth Advisors LLC | 4,779 | $78.6 萬 | 0.26% | +198+4.3% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,782 | $78.7 萬 | 0.64% | +4+0.1% | 加碼 |
| Insight 2811, Inc. | 4,782 | $78.7 萬 | 0.34% | +164+3.6% | 加碼 |
| Summit Global Investments | 4,792 | $78.9 萬 | 0.05% | −929−16.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,820 | $79.3 萬 | 0.02% | −12−0.2% | 減碼 |
| Evexia Wealth LLC | 4,392 | $79.6 萬 | 0.22% | +127+3.0% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $79.7 萬 | 0.63% | 00.0% | 不變 |
| Argentarii, LLC | 4,853 | $79.9 萬 | 0.28% | +1,196+32.7% | 加碼 |
| Cambient Family Office, LLC | 4,858 | $79.9 萬 | 0.11% | +707+17.0% | 加碼 |
| Main Street Financial Solutions, LLC | 4,863 | $80.0 萬 | 0.06% | +302+6.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $80.0 萬 | 0.00% | 00.0% | 不變 |
| Coign Capital Advisors LLC | 4,866 | $80.1 萬 | 0.42% | +60+1.2% | 加碼 |
| Sovereign Financial Group, Inc. | 4,900 | $80.6 萬 | 0.14% | +44+0.9% | 加碼 |
| Kovack Advisors, Inc. | 4,873 | $80.7 萬 | 0.04% | −483−9.0% | 減碼 |
| Wealth Science Advisors LLC | 4,545 | $80.7 萬 | 0.45% | 00.0% | 不變 |
| Goelzer Investment Management, Inc. | 4,917 | $80.9 萬 | 0.04% | −8−0.2% | 減碼 |
| Chapin Davis, Inc. | 4,929 | $81.1 萬 | 0.18% | −43−0.9% | 減碼 |
| Register Financial Advisors LLC | 4,933 | $81.2 萬 | 0.30% | −43−0.9% | 減碼 |
| SFMG, LLC | 4,973 | $81.8 萬 | 0.06% | +227+4.8% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 4,982 | $81.9 萬 | 0.25% | +70+1.4% | 加碼 |
| Beck Mack & Oliver LLC | 5,000 | $82.3 萬 | 0.02% | −1,125−18.4% | 減碼 |
| Wealth Effects LLC | 5,000 | $82.3 萬 | 0.29% | −75−1.5% | 減碼 |
| De Lisle Partners LLP | 5,000 | $82.3 萬 | 0.10% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 5,010 | $82.5 萬 | 0.01% | +363+7.8% | 加碼 |
| Palisade Capital Management LLC | 5,021 | $82.6 萬 | 0.03% | +2,880+134.5% | 加碼 |
| Marble Wealth, LLC | 5,053 | $83.2 萬 | 0.15% | −2,028−28.6% | 減碼 |
| Addison Advisors LLC | 5,061 | $83.3 萬 | 0.18% | −44−0.9% | 減碼 |
| First Dallas Securities Inc. | 5,062 | $83.3 萬 | 0.31% | 00.0% | 不變 |
| Facet Wealth, Inc. | 5,072 | $83.5 萬 | 0.01% | +2,592+104.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 5,095 | $83.8 萬 | 0.25% | +100+2.0% | 加碼 |
| Two Sigma Securities, LLC | 5,098 | $83.9 萬 | 0.10% | +5,098 | 新進 |
| Oxford Financial Group Ltd | 5,109 | $84.1 萬 | 0.05% | +3,012+143.6% | 加碼 |
| Strategic Financial Services, Inc, | 5,125 | $84.3 萬 | 0.04% | 00.0% | 不變 |
| Bank of New Hampshire | 5,126 | $84.4 萬 | 0.19% | −57−1.1% | 減碼 |
| a16z Perennial Management, L.P. | 5,130 | $84.4 萬 | 0.07% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 5,142 | $84.6 萬 | 0.05% | +3,121+154.4% | 加碼 |
| Oakmont Investment Advisors, Inc. | 5,149 | $84.7 萬 | 0.78% | −100−1.9% | 減碼 |
| Vivaldi Capital Management, LLC | 5,166 | $85.0 萬 | 0.12% | +39+0.8% | 加碼 |
| Krane Financial Solutions LLC | 5,190 | $85.4 萬 | 0.58% | +5,190 | 新進 |
| Beacon Financial Group | 5,222 | $85.9 萬 | 0.09% | −189−3.5% | 減碼 |
| Fiduciary Family Office, LLC | 5,232 | $86.1 萬 | 0.25% | +2,470+89.4% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,238 | $86.2 萬 | 0.09% | +695+15.3% | 加碼 |
| TriaGen Wealth Management LLC | 5,268 | $86.7 萬 | 0.24% | 00.0% | 不變 |
| Quilter Plc | 5,270 | $86.7 萬 | 0.02% | +311+6.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,280 | $86.9 萬 | 0.09% | +860+19.5% | 加碼 |
| Red Lighthouse Investment Management, LLC | 5,283 | $86.9 萬 | 0.29% | +5,283 | 新進 |
| Tradition Wealth Management, LLC | 5,284 | $87.0 萬 | 0.06% | +308+6.2% | 加碼 |
| AdvisorNet Financial, Inc | 5,287 | $87.0 萬 | 0.05% | +6+0.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,306 | $87.3 萬 | 0.02% | −44−0.8% | 減碼 |
| Resurgent Financial Advisors LLC | 5,322 | $87.6 萬 | 0.32% | −796−13.0% | 減碼 |
| Canopy Partners, LLC | 5,340 | $87.9 萬 | 0.30% | −108−2.0% | 減碼 |
| Keel Point, LLC | 5,341 | $87.9 萬 | 0.06% | −1,748−24.7% | 減碼 |
| Quotient Wealth Partners, LLC | 5,348 | $88.0 萬 | 0.02% | +139+2.7% | 加碼 |
| Apella Capital, LLC | 4,664 | $88.1 萬 | 0.01% | +807+20.9% | 加碼 |
| SGL Investment Advisors, Inc. | 4,617 | $88.2 萬 | 0.33% | −91−1.9% | 減碼 |
| MBL Wealth, LLC | 5,372 | $88.4 萬 | 0.07% | +125+2.4% | 加碼 |
| United Community Bank | 5,376 | $88.5 萬 | 0.29% | +245+4.8% | 加碼 |
| Bain Capital Public Equity, LP | 5,383 | $88.6 萬 | 4.93% | +5,383 | 新進 |
| Focused Alpha, LLC | 5,387 | $88.7 萬 | 0.27% | +131+2.5% | 加碼 |
| Headlands Technologies LLC | 5,401 | $88.9 萬 | 0.10% | −9,955−64.8% | 減碼 |
| Davis R M Inc | 5,425 | $89.3 萬 | 0.02% | −898−14.2% | 減碼 |
| Fort Sheridan Advisors LLC | 5,433 | $89.4 萬 | 0.11% | +72+1.3% | 加碼 |
| Mechanics Bank Trust Department | 5,446 | $89.6 萬 | 0.12% | −45−0.8% | 減碼 |
| Simplicity Wealth,LLC | 5,446 | $89.6 萬 | 0.05% | +1,038+23.5% | 加碼 |
| Catalyst Investment Management LLC | 4,754 | $89.8 萬 | 0.99% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 5,471 | $90.0 萬 | 0.66% | +3,062+127.1% | 加碼 |
| Heritage Wealth Advisors | 5,481 | $90.2 萬 | 0.04% | +41+0.8% | 加碼 |
| Pictet & Cie (Europe) SA | 5,497 | $90.5 萬 | 0.02% | −1,248−18.5% | 減碼 |
| BKD Wealth Advisors, LLC | 5,506 | $90.6 萬 | 0.02% | +388+7.6% | 加碼 |
| Adirondack Trust Co | 5,519 | $90.8 萬 | 0.31% | −326−5.6% | 減碼 |
| Capital Markets Trading UK LLP | 5,524 | $90.9 萬 | 0.82% | +5,524 | 新進 |
| Oslo Pensjonsforsikring AS | 5,531 | $91.0 萬 | 0.14% | +5,531 | 新進 |
| Palacios Wealth Management, LLC | 4,794 | $91.4 萬 | 0.57% | −291−5.7% | 減碼 |
| Sax Wealth Advisors, LLC | 5,147 | $91.4 萬 | 0.04% | −292−5.4% | 減碼 |
| Ocean Capital Management, LLC | 5,582 | $91.9 萬 | 0.19% | +25+0.4% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 5,587 | $91.9 萬 | 0.06% | −41−0.7% | 減碼 |
| Clifford Group, LLC | 5,592 | $92.0 萬 | 0.71% | +300+5.7% | 加碼 |