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
- 2,513
- 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 940 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 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 18,641 | $306.8 萬 | 0.12% | −257−1.4% | 減碼 |
| Whittier Trust Co | 18,633 | $310.3 萬 | 0.04% | +1,249+7.2% | 加碼 |
| KCM Investment Advisors LLC | 18,858 | $310.3 萬 | 0.10% | −1,222−6.1% | 減碼 |
| Insight Inv LLC | 18,936 | $311.6 萬 | 1.71% | −30−0.2% | 減碼 |
| Graphene Investments SAS | 19,200 | $316.0 萬 | 2.12% | 00.0% | 不變 |
| F/M Investments LLC | 19,202 | $316.0 萬 | 0.21% | −64,994−77.2% | 減碼 |
| MainStreet Investment Advisors LLC | 19,272 | $317.2 萬 | 0.48% | −1,329−6.5% | 減碼 |
| Huntleigh Advisors, Inc. | 19,285 | $317.4 萬 | 0.54% | +1,953+11.3% | 加碼 |
| Schear Investment Advisers, LLC | 19,380 | $318.9 萬 | 1.41% | +183+1.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,390 | $319.1 萬 | 0.01% | −9,680−33.3% | 減碼 |
| Paradigm Asset Management Co LLC | 19,500 | $320.9 萬 | 0.75% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 19,501 | $320.9 萬 | 0.38% | −172−0.9% | 減碼 |
| Hunter Associates Investment Management LLC | 19,581 | $322.0 萬 | 0.43% | +135+0.7% | 加碼 |
| IFP Advisors, Inc | 19,577 | $322.2 萬 | 0.07% | +8,885+83.1% | 加碼 |
| Davenport & Co LLC | 19,593 | $322.4 萬 | 0.02% | +844+4.5% | 加碼 |
| Transcend Wealth Collective, LLC | 19,755 | $325.1 萬 | 0.26% | −5,999−23.3% | 減碼 |
| Capital Investment Advisors, LLC | 19,816 | $326.1 萬 | 0.05% | +193+1.0% | 加碼 |
| Limestone Investment Advisors LP | 19,834 | $326.4 萬 | 1.60% | +19,834 | 新進 |
| Diversify Wealth Management, LLC | 17,559 | $328.5 萬 | 0.06% | +11,726+201.0% | 加碼 |
| Steel Peak Wealth Management LLC | 20,072 | $330.3 萬 | 0.10% | −768−3.7% | 減碼 |
| Werlinich Asset Management, LLC | 20,100 | $330.8 萬 | 1.60% | +30+0.1% | 加碼 |
| Centaurus Financial, Inc. | 20,105 | $330.9 萬 | 0.16% | +2,480+14.1% | 加碼 |
| Triglav Skladi, D.O.O. | 20,151 | $331.5 萬 | 0.23% | −25,426−55.8% | 減碼 |
| MidFirst Bank | 20,289 | $333.9 萬 | 0.28% | −295−1.4% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 20,495 | $337.3 萬 | 0.19% | +19+0.1% | 加碼 |
| Lipe & Dalton | 20,525 | $337.8 萬 | 1.77% | −398−1.9% | 減碼 |
| Alaethes Wealth LLC | 20,646 | $339.8 萬 | 0.98% | −90.0% | 減碼 |
| Hurley Capital, LLC | 20,672 | $340.2 萬 | 1.82% | −106−0.5% | 減碼 |
| Coastline Trust Co | 20,701 | $340.7 萬 | 0.34% | −65−0.3% | 減碼 |
| Sumitomo Life Insurance Co | 20,852 | $343.2 萬 | 0.08% | +525+2.6% | 加碼 |
| Aaron Wealth Advisors | 21,013 | $345.8 萬 | 0.20% | −717−3.3% | 減碼 |
| GM Advisory Group, Inc. | 21,036 | $346.2 萬 | 0.13% | +48+0.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 21,093 | $347.1 萬 | 0.28% | −4,423−17.3% | 減碼 |
| Miracle Mile Advisors, LLC | 21,177 | $348.5 萬 | 0.05% | +1,508+7.7% | 加碼 |
| True North Advisors, LLC | 21,203 | $348.9 萬 | 0.40% | −335−1.6% | 減碼 |
| Smartleaf Asset Management LLC | 22,195 | $351.5 萬 | 0.13% | +1,938+9.6% | 加碼 |
| Meridian Wealth Advisors, LLC | 21,745 | $357.9 萬 | 0.47% | −3,214−12.9% | 減碼 |
| XTX Topco Ltd | 21,755 | $358.0 萬 | 0.06% | +4,694+27.5% | 加碼 |
| TCTC Holdings, LLC | 21,762 | $358.1 萬 | 0.10% | 00.0% | 不變 |
| Alcosta Capital Management, Inc. | 21,766 | $358.2 萬 | 2.73% | −1,132−4.9% | 減碼 |
| Kentucky Retirement Systems | 114,385 | $358.7 萬 | 0.27% | +42,075+58.2% | 加碼 |
| Atomi Financial Group, Inc. | 21,799 | $358.7 萬 | 0.11% | −1,238−5.4% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $358.8 萬 | 0.12% | 00.0% | 不變 |
| Tema ETFs LLC | 21,939 | $361.1 萬 | 0.24% | +166+0.8% | 加碼 |
| Syon Capital LLC | 21,956 | $361.3 萬 | 0.18% | −1,069−4.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 21,993 | $361.9 萬 | 0.09% | +1,482+7.2% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 21,998 | $362.0 萬 | 0.40% | +3,828+21.1% | 加碼 |
| Earnest Partners LLC | 22,056 | $363.0 萬 | 0.01% | −43,307−66.3% | 減碼 |
| Canandaigua National Corp | 22,095 | $363.6 萬 | 0.33% | +22,095 | 新進 |
| Trexquant Investment LP | 22,105 | $363.8 萬 | 0.03% | −2,799−11.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,534 | $364.8 萬 | 0.04% | +432+2.1% | 加碼 |
| YHB Investment Advisors, Inc. | 22,293 | $366.9 萬 | 0.26% | +60+0.3% | 加碼 |
| Spartan Wealth Advisory Services LLC | 22,311 | $367.2 萬 | 0.32% | +22,311 | 新進 |
| Sagespring Wealth Partners, LLC | 22,380 | $368.3 萬 | 0.07% | +886+4.1% | 加碼 |
| Am Investment Strategies LLC | 22,432 | $369.2 萬 | 0.81% | +295+1.3% | 加碼 |
| Leavell Investment Management, Inc. | 22,598 | $371.9 萬 | 0.15% | −580−2.5% | 減碼 |
| Wealthspire Advisors, LLC | 22,604 | $372.0 萬 | 0.03% | −3,065−11.9% | 減碼 |
| Brookstone Capital Management | 22,614 | $372.2 萬 | 0.04% | −2,183−8.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 22,641 | $372.6 萬 | 0.01% | +15,067+198.9% | 加碼 |
| River Street Advisors LLC | 22,701 | $373.6 萬 | 1.26% | +959+4.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 22,703 | $373.6 萬 | 0.12% | +11,361+100.2% | 加碼 |
| Asio Capital, LLC | 22,725 | $374.0 萬 | 0.53% | +773+3.5% | 加碼 |
| Wolverine Asset Management LLC | 22,736 | $374.2 萬 | 0.06% | +22,736 | 新進 |
| Mesirow Financial Investment Management, Inc. | 22,814 | $375.4 萬 | 0.06% | +13,088+134.6% | 加碼 |
| First National Advisers, LLC | 22,839 | $375.9 萬 | 0.55% | −3,385−12.9% | 減碼 |
| Prospera Financial Services Inc | 22,879 | $376.7 萬 | 0.06% | +7,120+45.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 23,074 | $379.7 萬 | 0.12% | +8,234+55.5% | 加碼 |
| StoneX Group Inc. | 23,155 | $381.1 萬 | 0.21% | −7,167−23.6% | 減碼 |
| Concord Asset Management, LLC | 23,279 | $383.1 萬 | 0.65% | −848−3.5% | 減碼 |
| Choate Investment Advisors | 23,523 | $387.1 萬 | 0.08% | +3,853+19.6% | 加碼 |
| Concentric Capital Strategies, LP | 23,558 | $387.7 萬 | 0.34% | −51,016−68.4% | 減碼 |
| Meridian Wealth Management, LLC | 23,564 | $387.8 萬 | 0.14% | −100.0% | 減碼 |
| Castleark Management LLC | 23,680 | $389.7 萬 | 0.13% | −55,790−70.2% | 減碼 |
| Concord Wealth Partners | 23,693 | $389.9 萬 | 0.51% | −867−3.5% | 減碼 |
| National Asset Management, Inc. | 24,737 | $391.8 萬 | 0.25% | −1,112−4.3% | 減碼 |
| Vestcor Inc | 23,926 | $393.8 萬 | 0.11% | 00.0% | 不變 |
| Northeast Investment Management | 23,939 | $394.0 萬 | 0.16% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 24,000 | $395.0 萬 | 0.87% | +24,000 | 新進 |
| Myriad Asset Management Advisors LLC | 24,277 | $399.5 萬 | 1.18% | −4,243−14.9% | 減碼 |
| LSV Asset Management | 24,302 | $399.9 萬 | 0.01% | +75+0.3% | 加碼 |
| Krilogy Financial LLC | 21,558 | $403.8 萬 | 0.13% | +3,080+16.7% | 加碼 |
| Ramirez Asset Management, Inc. | 24,732 | $407.0 萬 | 0.49% | +886+3.7% | 加碼 |
| Trust Co of Toledo NA | 24,966 | $410.9 萬 | 0.39% | +72+0.3% | 加碼 |
| Franklin Street Advisors Inc | 25,000 | $411.4 萬 | 0.25% | −61−0.2% | 減碼 |
| JBF Capital, Inc. | 25,000 | $411.4 萬 | 0.61% | +25,000 | 新進 |
| Truvestments Capital LLC | 25,003 | $411.5 萬 | 0.74% | −1,022−3.9% | 減碼 |
| Burney Co | 25,077 | $412.7 萬 | 0.13% | −11,323−31.1% | 減碼 |
| Lighthouse Financial Services Inc | 22,620 | $414.7 萬 | 0.94% | −489−2.1% | 減碼 |
| Patten & Patten Inc | 25,259 | $415.7 萬 | 0.25% | −100−0.4% | 減碼 |
| Bradyco, Inc. | 25,328 | $416.8 萬 | 3.23% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 25,366 | $417.4 萬 | 0.09% | −176−0.7% | 減碼 |
| Trilogy Capital Inc. | 25,515 | $419.9 萬 | 0.19% | +501+2.0% | 加碼 |
| Culbertson A N & Co Inc | 25,673 | $422.5 萬 | 0.55% | +290+1.1% | 加碼 |
| Fulton Bank, N.A. | 25,709 | $423.1 萬 | 0.15% | +1,467+6.1% | 加碼 |
| First National Bank of Omaha | 25,722 | $423.3 萬 | 0.13% | −462−1.8% | 減碼 |
| We Are One Seven, LLC | 25,852 | $425.5 萬 | 0.09% | +283+1.1% | 加碼 |
| Walleye Trading LLC | 25,940 | $426.9 萬 | 0.09% | −8,580−24.9% | 減碼 |
| Palisade Asset Management, LLC | 26,056 | $428.8 萬 | 0.43% | +249+1.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 22,752 | $430.0 萬 | 0.05% | +346+1.5% | 加碼 |
| Hedeker Wealth, LLC | 26,232 | $431.7 萬 | 0.91% | +26,232 | 新進 |