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 |
|---|---|---|---|---|---|
| Independent Investors Inc | 6,783 | $111.6 萬 | 0.22% | −200−2.9% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,855 | $112.8 萬 | 0.31% | 00.0% | 不變 |
| Pitcairn Wealth Advisors LLC | 6,362 | $112.9 萬 | 0.10% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 6,870 | $113.1 萬 | 0.08% | +549+8.7% | 加碼 |
| Johnson Investment Counsel Inc | 6,876 | $113.2 萬 | 0.01% | +66+1.0% | 加碼 |
| MCF Advisors LLC | 6,894 | $113.5 萬 | 0.05% | +1,954+39.6% | 加碼 |
| Investors Research Corp | 6,903 | $113.6 萬 | 0.22% | −1,105−13.8% | 減碼 |
| Harrell Investment Partners, LLC | 6,923 | $113.9 萬 | 0.27% | +5,473+377.4% | 加碼 |
| Bank of Jackson Hole Trust | 6,928 | $114.0 萬 | 0.55% | −116−1.6% | 減碼 |
| Delphi Management Inc | 6,937 | $114.2 萬 | 1.37% | −2,043−22.8% | 減碼 |
| Personal Cfo Solutions, LLC | 6,941 | $114.2 萬 | 0.16% | +790+12.8% | 加碼 |
| FCG Investment Co | 6,949 | $114.4 萬 | 0.50% | +6,949 | 新進 |
| Evansbrook LLC | 7,016 | $115.5 萬 | 0.77% | 00.0% | 不變 |
| Zhang Financial LLC | 7,042 | $115.9 萬 | 0.04% | +353+5.3% | 加碼 |
| Zions Bancorporation, National Association | 7,072 | $116.4 萬 | 0.08% | −3,494−33.1% | 減碼 |
| WESPAC Advisors SoCal, LLC | 7,092 | $116.7 萬 | 0.25% | +4,557+179.8% | 加碼 |
| Pacitti Group Inc. | 7,123 | $117.2 萬 | 0.43% | +36+0.5% | 加碼 |
| One Capital Management, LLC | 7,139 | $117.5 萬 | 0.03% | +287+4.2% | 加碼 |
| Bull Street Advisors, LLC | 7,185 | $118.2 萬 | 0.59% | −50−0.7% | 減碼 |
| Davidson Capital Management Inc. | 7,259 | $119.5 萬 | 0.22% | +7,242+42,600.0% | 加碼 |
| Clarendon Private LLC | 7,262 | $119.5 萬 | 0.92% | −772−9.6% | 減碼 |
| Paladin Wealth, LLC | 7,287 | $119.9 萬 | 0.82% | −394−5.1% | 減碼 |
| Cidel Asset Management Inc | 7,289 | $120.0 萬 | 0.07% | +1,008+16.0% | 加碼 |
| Asset Dedication, LLC | 7,301 | $120.2 萬 | 0.08% | −76−1.0% | 減碼 |
| Inscription Capital, LLC | 7,315 | $120.4 萬 | 0.13% | +362+5.2% | 加碼 |
| Westco Advisory Services Inc | 7,325 | $120.5 萬 | 0.78% | −20−0.3% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $121.3 萬 | 0.11% | 00.0% | 不變 |
| Walser Wealth Management Company, A Ltd Liability Co | 7,387 | $121.6 萬 | 0.55% | +1,285+21.1% | 加碼 |
| Hills Bank & Trust Co | 7,402 | $121.8 萬 | 0.06% | +527+7.7% | 加碼 |
| Summit Wealth Partners, LLC | 7,410 | $121.9 萬 | 0.19% | +7,410 | 新進 |
| Grove Bank & Trust | 7,415 | $122.0 萬 | 0.14% | +20.0% | 加碼 |
| Sentinus, LLC | 7,455 | $122.7 萬 | 0.11% | +3,059+69.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 7,474 | $123.0 萬 | 0.00% | −6,568−46.8% | 減碼 |
| Sepio Capital, LP | 7,483 | $123.1 萬 | 0.07% | −73−1.0% | 減碼 |
| Soltis Investment Advisors LLC | 7,484 | $123.2 萬 | 0.08% | +733+10.9% | 加碼 |
| Old National Bancorp | 7,490 | $123.3 萬 | 0.02% | +14+0.2% | 加碼 |
| Aprio Wealth Management, LLC | 7,506 | $123.5 萬 | 0.07% | +536+7.7% | 加碼 |
| Quantitative Investment Management, LLC | 7,534 | $123.9 萬 | 0.13% | −3,771−33.4% | 減碼 |
| Carmel Capital Partners, LLC | 7,542 | $124.1 萬 | 0.45% | −24−0.3% | 減碼 |
| Private Trust Co NA | 7,548 | $124.2 萬 | 0.11% | −266−3.4% | 減碼 |
| Verity & Verity, LLC | 7,563 | $124.5 萬 | 0.09% | −1,196−13.7% | 減碼 |
| HBK Sorce Advisory LLC | 6,448 | $124.5 萬 | 0.03% | +299+4.9% | 加碼 |
| Congress Asset Management Co | 7,584 | $124.8 萬 | 0.01% | −2,237−22.8% | 減碼 |
| Cim Investment Mangement Inc | 7,628 | $125.5 萬 | 0.33% | −35−0.5% | 減碼 |
| LVW Advisors, LLC | 7,629 | $125.6 萬 | 0.12% | +1,779+30.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 7,630 | $125.6 萬 | 0.23% | 00.0% | 不變 |
| IFG Advisors, LLC | 7,632 | $125.6 萬 | 0.21% | 00.0% | 不變 |
| Atlas Legacy Advisors, LLC | 7,647 | $125.9 萬 | 0.23% | −8,747−53.4% | 減碼 |
| Peoples Financial Services Corp. | 7,656 | $126.0 萬 | 0.60% | −169−2.2% | 減碼 |
| Orion Capital Management LLC | 7,660 | $126.1 萬 | 0.44% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 7,670 | $126.2 萬 | 0.07% | +1,202+18.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,687 | $126.5 萬 | 0.06% | +66+0.9% | 加碼 |
| Axecap Investments, LLC | 7,752 | $127.6 萬 | 0.88% | −5,516−41.6% | 減碼 |
| Breakwater Capital Group | 7,752 | $127.6 萬 | 0.17% | −49−0.6% | 減碼 |
| BluePath Capital Management, LLC | 7,758 | $127.7 萬 | 0.88% | −858−10.0% | 減碼 |
| South Plains Financial, Inc. | 7,780 | $128.0 萬 | 0.74% | −176−2.2% | 減碼 |
| Corsair Capital Management, L.P. | 7,815 | $128.6 萬 | 0.19% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 7,841 | $129.0 萬 | 0.06% | +516+7.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,855 | $129.3 萬 | 0.08% | +106+1.4% | 加碼 |
| Bank of Stockton | 7,873 | $129.6 萬 | 0.40% | −700−8.2% | 減碼 |
| Arista Wealth Management, LLC | 7,877 | $129.6 萬 | 0.16% | +3,121+65.6% | 加碼 |
| Longfellow Investment Management Co LLC | 7,885 | $129.8 萬 | 0.27% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 7,901 | $130.0 萬 | 0.04% | +2,601+49.1% | 加碼 |
| Operose Advisors LLC | 7,905 | $130.1 萬 | 0.30% | +298+3.9% | 加碼 |
| Tandem Capital Management Corp | 7,916 | $130.3 萬 | 0.65% | 00.0% | 不變 |
| CX Institutional | 7,915 | $130.3 萬 | 0.04% | −392−4.7% | 減碼 |
| Lawood & Co | 7,926 | $130.4 萬 | 1.21% | +55+0.7% | 加碼 |
| Rothschild Investment LLC | 7,933 | $130.5 萬 | 0.07% | +35+0.4% | 加碼 |
| Ibex Wealth Advisors | 7,945 | $130.8 萬 | 0.12% | −26,820−77.1% | 減碼 |
| TigerOak Management, L.L.C. | 7,953 | $130.9 萬 | 0.41% | +11+0.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 7,963 | $131.0 萬 | 0.04% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 7,966 | $131.1 萬 | 0.15% | +528+7.1% | 加碼 |
| Stevens Capital Management LP | 7,974 | $131.2 萬 | 0.20% | +7,974 | 新進 |
| AXA S.A. | 7,976 | $131.3 萬 | 0.51% | −795−9.1% | 減碼 |
| KPP Advisory Services LLC | 7,987 | $131.4 萬 | 0.19% | −1,506−15.9% | 減碼 |
| Westover Capital Advisors, LLC | 8,030 | $132.1 萬 | 0.24% | 00.0% | 不變 |
| Sather Financial Group Inc | 8,041 | $132.3 萬 | 0.08% | +47+0.6% | 加碼 |
| RiverFront Investment Group, LLC | 8,054 | $132.5 萬 | 0.02% | +2,370+41.7% | 加碼 |
| CWA Asset Management Group, LLC | 8,109 | $133.4 萬 | 0.05% | +5+0.1% | 加碼 |
| Mission Wealth Management, LP | 8,121 | $133.6 萬 | 0.03% | +130+1.6% | 加碼 |
| Fisher Funds Management LTD | 8,134 | $133.9 萬 | 0.04% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 8,148 | $134.1 萬 | 0.13% | −1,245−13.3% | 減碼 |
| Atom Investors LP | 8,150 | $134.1 萬 | 0.10% | +8,150 | 新進 |
| Herold Advisors, Inc. | 8,168 | $134.4 萬 | 0.30% | +10.0% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,179 | $134.6 萬 | 0.38% | −3,221−28.3% | 減碼 |
| Financial Management Professionals, Inc. | 8,193 | $134.8 萬 | 0.15% | +94+1.2% | 加碼 |
| E&G Advisors, LP | 8,194 | $134.8 萬 | 0.30% | +23+0.3% | 加碼 |
| West Branch Capital LLC | 8,196 | $134.9 萬 | 0.36% | +1,914+30.5% | 加碼 |
| Sage Rhino Capital LLC | 8,255 | $135.9 萬 | 0.25% | +43+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 8,257 | $135.9 萬 | 0.06% | +3,549+75.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 8,275 | $136.2 萬 | 0.02% | −1,674−16.8% | 減碼 |
| Shulman DeMeo Asset Management LLC | 8,295 | $136.5 萬 | 0.29% | +11+0.1% | 加碼 |
| Advisory Alpha, LLC | 8,298 | $136.6 萬 | 0.04% | +766+10.2% | 加碼 |
| Journey Strategic Wealth LLC | 8,354 | $137.5 萬 | 0.03% | +99+1.2% | 加碼 |
| bLong Financial, LLC | 8,359 | $137.6 萬 | 1.04% | −100−1.2% | 減碼 |
| Busey Wealth Management | 8,414 | $138.5 萬 | 0.04% | −751−8.2% | 減碼 |
| FourThought Financial Partners, LLC | 8,451 | $139.1 萬 | 0.12% | −138−1.6% | 減碼 |
| Triangle Securities Wealth Management | 8,454 | $139.1 萬 | 0.32% | −402−4.5% | 減碼 |
| Spire Wealth Management | 8,456 | $139.2 萬 | 0.05% | −330−3.8% | 減碼 |
| Kingsview Wealth Management, LLC | 8,457 | $139.2 萬 | 0.02% | +798+10.4% | 加碼 |