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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 349,847 | $5,757 萬 | 0.71% | +32,657+10.3% | 加碼 |
| Tredje AP-fonden | 360,458 | $5,932 萬 | 0.32% | +126,957+54.4% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 367,161 | $6,042 萬 | 1.30% | +52,249+16.6% | 加碼 |
| Quadrature Capital Ltd | 368,519 | $6,065 萬 | 0.72% | +192,735+109.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $6,077 萬 | 3.10% | 00.0% | 不變 |
| Cetera Investment Advisers | 381,181 | $6,108 萬 | 0.06% | +28,518+8.1% | 加碼 |
| Commonwealth Equity Services, LLC | 372,346 | $6,128 萬 | 0.09% | −35,691−8.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 377,337 | $6,165 萬 | 0.31% | +3,094+0.8% | 加碼 |
| Todd Asset Management LLC | 375,041 | $6,172 萬 | 1.21% | −3,409−0.9% | 減碼 |
| Man Group plc | 378,939 | $6,236 萬 | 0.13% | −105,082−21.7% | 減碼 |
| Colony Group, LLC | 383,619 | $6,331 萬 | 0.07% | −3,233−0.8% | 減碼 |
| Lazard Freres Gestion S.A.S. | 394,222 | $6,488 萬 | 1.28% | −90,561−18.7% | 減碼 |
| Rockefeller Capital Management L.P. | 395,070 | $6,502 萬 | 0.12% | −34,599−8.1% | 減碼 |
| Pinebridge Investments LLC | 400,421 | $6,590 萬 | 0.56% | +78,057+24.2% | 加碼 |
| Virginia Retirement Systems Et Al | 404,400 | $6,655 萬 | 0.49% | −27,600−6.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 411,261 | $6,768 萬 | 0.26% | −2,455−0.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 414,871 | $6,828 萬 | 5.47% | +414,871 | 新進 |
| State of Tennessee, Treasury Department | 417,561 | $6,872 萬 | 0.23% | −14,286−3.3% | 減碼 |
| Banco Santander, S.A. | 417,740 | $6,875 萬 | 0.55% | +979+0.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 426,187 | $7,014 萬 | 0.37% | −26,900−5.9% | 減碼 |
| Janney Montgomery Scott LLC | 427,904 | $7,042 萬 | 0.17% | +112,129+35.5% | 加碼 |
| Primecap Management Co | 432,388 | $7,116 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 436,384 | $7,182 萬 | 0.20% | −66,741−13.3% | 減碼 |
| Gateway Investment Advisers LLC | 444,699 | $7,318 萬 | 0.82% | +5,350+1.2% | 加碼 |
| Pinnacle Associates Ltd | 449,474 | $7,397 萬 | 0.95% | −2,370−0.5% | 減碼 |
| Employees Retirement System of Texas | 457,900 | $7,536 萬 | 0.66% | −24,600−5.1% | 減碼 |
| Handelsbanken Fonder AB | 458,174 | $7,540 萬 | 0.25% | +3,072+0.7% | 加碼 |
| Nisa Investment Advisors, LLC | 460,362 | $7,576 萬 | 0.28% | −70,485−13.3% | 減碼 |
| Eurizon Capital SGR S.p.A. | 464,228 | $7,597 萬 | 0.24% | −66,303−12.5% | 減碼 |
| Public Employees Retirement System of Ohio | 461,751 | $7,599 萬 | 0.25% | −9,680−2.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 461,887 | $7,601 萬 | 0.39% | +31,590+7.3% | 加碼 |
| Donaldson Capital Management, LLC | 463,707 | $7,631 萬 | 2.47% | +1,197+0.3% | 加碼 |
| TD Waterhouse Canada Inc. | 469,774 | $7,792 萬 | 0.23% | +196,267+71.8% | 加碼 |
| Pzena Investment Management LLC | 476,365 | $7,840 萬 | 0.25% | +4,126+0.9% | 加碼 |
| Life Cycle Investment Partners Ltd | 480,392 | $7,906 萬 | 0.50% | +167,970+53.8% | 加碼 |
| Creative Planning | 480,544 | $7,908 萬 | 0.05% | +25,267+5.5% | 加碼 |
| Treasurer of the State of North Carolina | 485,713 | $7,993 萬 | 0.25% | +3,138+0.7% | 加碼 |
| Nomura Asset Management Co Ltd | 490,026 | $8,064 萬 | 0.21% | −19,876−3.9% | 減碼 |
| Worldquant Millennium Advisors LLC | 495,812 | $8,160 萬 | 0.31% | −60,966−10.9% | 減碼 |
| Westfield Capital Management Co LP | 496,558 | $8,172 萬 | 0.34% | +496,558 | 新進 |
| KLP Kapitalforvaltning AS | 501,089 | $8,246 萬 | 0.32% | +6,100+1.2% | 加碼 |
| CIBC Bancorp USA Inc. | 505,906 | $8,326 萬 | 0.11% | +505,906 | 新進 |
| Credit Agricole S A | 508,522 | $8,369 萬 | 0.27% | +47,853+10.4% | 加碼 |
| Capital Advisors Inc | 509,435 | $8,384 萬 | 1.35% | +2,576+0.5% | 加碼 |
| Toronto Dominion Bank | 516,875 | $8,507 萬 | 0.16% | −28,622−5.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 532,613 | $8,765 萬 | 0.22% | +59,257+12.5% | 加碼 |
| Calamos Advisors LLC | 535,714 | $8,816 萬 | 0.34% | +91,180+20.5% | 加碼 |
| First Trust Advisors LP | 538,111 | $8,856 萬 | 0.06% | −27,642−4.9% | 減碼 |
| AQR Capital Management LLC | 561,713 | $9,118 萬 | 0.04% | +118,973+26.9% | 加碼 |
| Actiam N.V. | 554,412 | $9,124 萬 | 0.89% | +554,412 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 699,710 | $9,278 萬 | 0.20% | −271,746−28.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 563,901 | $9,280 萬 | 0.15% | +306,252+118.9% | 加碼 |
| Junto Capital Management LP | 565,255 | $9,302 萬 | 1.98% | −428,544−43.1% | 減碼 |
| Artisan Partners Limited Partnership | 578,804 | $9,525 萬 | 0.16% | −15,627−2.6% | 減碼 |
| Truist Financial Corp | 579,692 | $9,540 萬 | 0.13% | +14,663+2.6% | 加碼 |
| Jones Financial Companies LLLP | 604,069 | $9,571 萬 | 0.05% | +544,738+918.1% | 加碼 |
| Public Sector Pension Investment Board | 587,180 | $9,663 萬 | 0.30% | +279,597+90.9% | 加碼 |
| Vanguard Investments Australia, Ltd. | 590,393 | $9,716 萬 | 0.28% | +590,393 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 591,649 | $9,737 萬 | 0.21% | +13,468+2.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 587,689 | $9,835 萬 | 0.16% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 598,598 | $9,851 萬 | 0.28% | −19,790−3.2% | 減碼 |
| Holocene Advisors, LP | 611,417 | $1.01 億 | 0.24% | −1,118,318−64.7% | 減碼 |
| Agf Management Ltd | 615,698 | $1.01 億 | 0.45% | +343,593+126.3% | 加碼 |
| Natixis | 615,726 | $1.01 億 | 0.41% | +434,424+239.6% | 加碼 |
| Korea Investment CORP | 618,143 | $1.02 億 | 0.21% | −167,079−21.3% | 減碼 |
| APG Asset Management N.V. | 719,987 | $1.03 億 | 0.33% | +16,353+2.3% | 加碼 |
| UniSuper Management Pty Ltd | 633,217 | $1.04 億 | 0.68% | +10,265+1.6% | 加碼 |
| Asset Management One Co.,Ltd. | 634,328 | $1.04 億 | 0.31% | −12,243−1.9% | 減碼 |
| Kames Capital plc | 644,731 | $1.05 億 | 1.40% | −72,126−10.1% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 646,606 | $1.06 億 | 0.32% | −1590.0% | 減碼 |
| Aristotle Capital Management, LLC | 646,691 | $1.06 億 | 0.22% | −16,796−2.5% | 減碼 |
| Royal London Asset Management Ltd | 652,909 | $1.07 億 | 0.23% | −3,223−0.5% | 減碼 |
| Renaissance Technologies LLC | 674,111 | $1.11 億 | 0.17% | +674,111 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 687,175 | $1.12 億 | 0.34% | +23,002+3.5% | 加碼 |
| State of Wisconsin Investment Board | 687,619 | $1.13 億 | 0.26% | +36,558+5.6% | 加碼 |
| Pictet Asset Management Holding SA | 713,742 | $1.17 億 | 0.12% | −119,677−14.4% | 減碼 |
| Bank of Nova Scotia | 715,042 | $1.18 億 | 0.21% | −45,436−6.0% | 減碼 |
| US Bancorp | 719,372 | $1.18 億 | 0.14% | −22,100−3.0% | 減碼 |
| Bessemer Group Inc | 737,832 | $1.21 億 | 0.19% | −629,894−46.1% | 減碼 |
| Rathbone Brothers plc | 742,378 | $1.22 億 | 0.49% | +36,953+5.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 753,957 | $1.24 億 | 0.18% | +69,736+10.2% | 加碼 |
| AustralianSuper Pty Ltd | 760,386 | $1.25 億 | 0.65% | +567,181+293.6% | 加碼 |
| Douglas Lane & Associates, LLC | 781,579 | $1.29 億 | 1.85% | −18,960−2.4% | 減碼 |
| M&T Bank Corp | 788,787 | $1.30 億 | 0.43% | −9,789−1.2% | 減碼 |
| Retirement Systems of Alabama | 789,590 | $1.30 億 | 0.43% | −19,555−2.4% | 減碼 |
| Swiss Life Asset Management Ltd | 804,732 | $1.32 億 | 0.65% | +40,149+5.3% | 加碼 |
| RBF Capital, LLC | 810,432 | $1.33 億 | 6.55% | 00.0% | 不變 |
| Storebrand Asset Management AS | 835,905 | $1.38 億 | 0.40% | +17,233+2.1% | 加碼 |
| Danske Bank A/S | 848,561 | $1.40 億 | 0.34% | +109,331+14.8% | 加碼 |
| Mackenzie Financial Corp | 851,956 | $1.40 億 | 0.17% | +245,156+40.4% | 加碼 |
| Victory Capital Management Inc | 854,305 | $1.41 億 | 0.09% | −116,003−12.0% | 減碼 |
| CIBC World Markets Inc. | 855,631 | $1.41 億 | 0.25% | +338,155+65.3% | 加碼 |
| Blue Sparrow, LLC | 857,121 | $1.41 億 | 2.41% | −209,580−19.6% | 減碼 |
| Balyasny Asset Management LLC | 858,561 | $1.41 億 | 0.28% | −1,375,614−61.6% | 減碼 |
| Federated Hermes, Inc. | 862,849 | $1.42 億 | 0.23% | +100,701+13.2% | 加碼 |
| Swedbank AB | 875,865 | $1.44 億 | 0.15% | −30,276−3.3% | 減碼 |
| Ofi Invest Asset Management | 1,009,800 | $1.44 億 | 1.91% | +510,592+102.3% | 加碼 |
| Great West Life Assurance Co | 889,102 | $1.47 億 | 0.26% | +12,907+1.5% | 加碼 |
| Mariner, LLC | 896,855 | $1.48 億 | 0.17% | +21,134+2.4% | 加碼 |
| Nomura Asset Management International Inc. | 914,518 | $1.51 億 | 0.26% | −161,640−15.0% | 減碼 |