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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 15,286 | $251.6 萬 | 0.14% | +256+1.7% | 加碼 |
| Jefferies Financial Group Inc. | 15,252 | $251.0 萬 | 0.03% | −179,805−92.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 15,214 | $250.4 萬 | 0.14% | −5,594−26.9% | 減碼 |
| Arrow Financial Corp | 15,188 | $249.9 萬 | 0.25% | −1,082−6.7% | 減碼 |
| Aragon Global Management, LP | 15,150 | $249.3 萬 | 1.74% | +15,150 | 新進 |
| Brown Financial Advisors | 15,130 | $249.0 萬 | 0.94% | −809−5.1% | 減碼 |
| Fortis Capital Advisors, LLC | 15,124 | $248.9 萬 | 0.33% | +893+6.3% | 加碼 |
| Freedom Day Solutions, LLC | 15,067 | $247.9 萬 | 0.67% | −1,202−7.4% | 減碼 |
| Decatur Capital Management, Inc. | 15,003 | $246.9 萬 | 1.13% | −234−1.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 14,997 | $246.8 萬 | 0.42% | +14,997 | 新進 |
| CFM Wealth Partners LLC | 14,963 | $246.2 萬 | 0.37% | +78+0.5% | 加碼 |
| Insigneo Advisory Services, LLC | 14,919 | $245.5 萬 | 0.17% | +348+2.4% | 加碼 |
| Hall Laurie J Trustee | 14,875 | $244.8 萬 | 0.86% | −2,125−12.5% | 減碼 |
| 1st Source Bank | 14,817 | $243.8 萬 | 0.13% | +30.0% | 加碼 |
| Advisors Capital Management, LLC | 14,798 | $243.5 萬 | 0.03% | +2,848+23.8% | 加碼 |
| Bridgewater Associates, LP | 14,762 | $242.9 萬 | 0.01% | +1,479+11.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 14,677 | $241.5 萬 | 0.18% | +75+0.5% | 加碼 |
| Mystic Asset Management, Inc. | 14,674 | $241.5 萬 | 0.56% | −208−1.4% | 減碼 |
| NVWM, LLC | 14,650 | $241.1 萬 | 0.54% | −14−0.1% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 14,631 | $240.7 萬 | 1.54% | −765−5.0% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 14,613 | $240.5 萬 | 0.18% | +1,157+8.6% | 加碼 |
| Trust Investment Advisors | 14,575 | $239.9 萬 | 1.40% | −475−3.2% | 減碼 |
| Brighton Jones LLC | 14,517 | $238.9 萬 | 0.05% | +14,517 | 新進 |
| Matrix Trust Co | 14,510 | $238.8 萬 | 0.40% | +48+0.3% | 加碼 |
| Avestar Capital, LLC | 14,462 | $238.0 萬 | 0.16% | +27+0.2% | 加碼 |
| OmniStar Financial Group, Inc. | 14,380 | $236.7 萬 | 1.23% | +14,380 | 新進 |
| Northcape Wealth Management, LLC | 14,347 | $236.1 萬 | 0.64% | 00.0% | 不變 |
| Quent Capital, LLC | 14,341 | $236.0 萬 | 0.17% | +286+2.0% | 加碼 |
| Titan Investment Management LLC | 14,235 | $234.3 萬 | 2.07% | +8,852+164.4% | 加碼 |
| VestGen Advisors, LLC | 12,083 | $231.9 萬 | 0.07% | +2,557+26.8% | 加碼 |
| FORA Capital, LLC | 14,069 | $231.4 萬 | 0.17% | +14,069 | 新進 |
| Ci Investments Inc. | 14,059 | $231.4 萬 | 0.01% | +3,416+32.1% | 加碼 |
| Phoenix Holdings Ltd. | 13,543 | $230.6 萬 | 0.02% | −7,739−36.4% | 減碼 |
| Meadowbrook Advisors Group, LLC | 13,997 | $230.3 萬 | 1.37% | −1,325−8.6% | 減碼 |
| Diligent Investors, LLC | 13,964 | $229.8 萬 | 0.57% | −191−1.3% | 減碼 |
| Tocqueville Asset Management L.P. | 13,952 | $229.6 萬 | 0.03% | −82−0.6% | 減碼 |
| New England Research & Management, Inc. | 13,950 | $229.6 萬 | 0.97% | −925−6.2% | 減碼 |
| Harfst & Associates, Inc. | 13,926 | $229.2 萬 | 0.41% | +1,013+7.8% | 加碼 |
| Twin Capital Management Inc | 13,918 | $229.0 萬 | 0.30% | −125−0.9% | 減碼 |
| Norden Group LLC | 13,872 | $228.3 萬 | 0.22% | −91−0.7% | 減碼 |
| Chicago Partners Investment Group LLC | 11,914 | $227.6 萬 | 0.05% | +1,857+18.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 13,828 | $227.6 萬 | 0.34% | +61+0.4% | 加碼 |
| Larson Financial Group LLC | 13,823 | $227.5 萬 | 0.07% | +2,228+19.2% | 加碼 |
| Valeo Financial Advisors, LLC | 13,821 | $227.4 萬 | 0.05% | −3,597−20.7% | 減碼 |
| Umpqua Bank | 13,816 | $227.4 萬 | 0.65% | −454−3.2% | 減碼 |
| Trust Asset Management LLC | 13,779 | $226.8 萬 | 0.16% | 00.0% | 不變 |
| Golden State Equity Partners | 13,766 | $226.6 萬 | 0.17% | +2,468+21.8% | 加碼 |
| Independent Financial Group, LLC | 13,683 | $225.2 萬 | 0.05% | +2,663+24.2% | 加碼 |
| Aventura Private Wealth, LLC | 13,664 | $224.9 萬 | 0.82% | +102+0.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,541 | $222.8 萬 | 0.06% | −2,352−14.8% | 減碼 |
| Systematic Financial Management LP | 13,500 | $222.2 萬 | 0.05% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 13,481 | $221.9 萬 | 0.25% | +12+0.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 13,456 | $221.4 萬 | 0.17% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 13,441 | $221.2 萬 | 0.12% | +2,388+21.6% | 加碼 |
| Moss Adams Wealth Advisors LLC | 13,426 | $221.0 萬 | 0.16% | +254+1.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 13,404 | $220.6 萬 | 0.02% | +510+4.0% | 加碼 |
| NBT Bank N A | 13,290 | $218.7 萬 | 0.14% | −50−0.4% | 減碼 |
| Mather Group, LLC. | 13,187 | $217.0 萬 | 0.02% | −310−2.3% | 減碼 |
| Great Diamond Partners, LLC | 13,099 | $215.6 萬 | 0.41% | −134−1.0% | 減碼 |
| Altman Advisors, Inc. | 13,048 | $214.7 萬 | 0.89% | −3,360−20.5% | 減碼 |
| Garner Asset Management Corp | 12,984 | $213.7 萬 | 0.84% | +576+4.6% | 加碼 |
| Forum Financial Management, LP | 12,963 | $213.3 萬 | 0.03% | −17,526−57.5% | 減碼 |
| Kathmere Capital Management, LLC | 12,963 | $213.3 萬 | 0.13% | +4,383+51.1% | 加碼 |
| Lansing Street Advisors | 12,901 | $212.3 萬 | 0.54% | −10−0.1% | 減碼 |
| Moody National Bank Trust Division | 12,894 | $212.2 萬 | 0.20% | −8,287−39.1% | 減碼 |
| Chesapeake Wealth Management | 12,831 | $211.2 萬 | 0.65% | −817−6.0% | 減碼 |
| WCG Wealth Advisors LLC | 12,798 | $210.6 萬 | 0.06% | +130+1.0% | 加碼 |
| Armis Advisers, LLC | 10,866 | $210.6 萬 | 0.20% | −122−1.1% | 減碼 |
| Greenwich Wealth Management LLC | 12,776 | $210.3 萬 | 0.09% | −83−0.6% | 減碼 |
| M Holdings Securities, Inc. | 11,414 | $209.8 萬 | 0.14% | +11,414 | 新進 |
| Convergence Investment Partners, LLC | 12,742 | $209.7 萬 | 0.34% | +174+1.4% | 加碼 |
| M&G Plc | 12,635 | $208.5 萬 | 0.01% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 12,662 | $208.4 萬 | 0.75% | +102+0.8% | 加碼 |
| Radnor Capital Management, LLC | 12,659 | $208.3 萬 | 0.31% | −40−0.3% | 減碼 |
| Adviser Investments LLC | 12,587 | $207.2 萬 | 0.02% | +1,086+9.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 12,559 | $206.7 萬 | 0.08% | +673+5.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 12,548 | $206.5 萬 | 0.10% | +1,128+9.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 12,455 | $205.0 萬 | 0.35% | +414+3.4% | 加碼 |
| VCI Wealth Management LLC | 12,359 | $203.4 萬 | 0.56% | +12,359 | 新進 |
| Principle Wealth Partners LLC | 12,332 | $202.9 萬 | 0.12% | +495+4.2% | 加碼 |
| Parsons Capital Management Inc | 12,330 | $202.9 萬 | 0.09% | +419+3.5% | 加碼 |
| Everhart Financial Group, Inc. | 12,313 | $202.6 萬 | 0.17% | +2,419+24.4% | 加碼 |
| E Fund Management Co., Ltd. | 12,290 | $202.3 萬 | 0.06% | +12,290 | 新進 |
| Vanguard Capital Wealth Advisors | 12,261 | $201.8 萬 | 1.87% | −1,705−12.2% | 減碼 |
| Chatham Capital Group, Inc. | 12,241 | $201.5 萬 | 0.29% | −100−0.8% | 減碼 |
| Park Edge Advisors, LLC | 12,163 | $200.2 萬 | 0.46% | +8,332+217.5% | 加碼 |
| Verdence Capital Advisors LLC | 12,094 | $199.0 萬 | 0.12% | −10−0.1% | 減碼 |
| TLWM | 12,082 | $198.8 萬 | 0.36% | +741+6.5% | 加碼 |
| NorthRock Partners, LLC | 11,969 | $197.0 萬 | 0.03% | +2,265+23.3% | 加碼 |
| Excalibur Management Corp | 11,906 | $195.9 萬 | 0.70% | −285−2.3% | 減碼 |
| Viewpoint Capital Management LLC | 11,894 | $195.7 萬 | 0.91% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 11,891 | $195.7 萬 | 0.08% | +89+0.8% | 加碼 |
| PDT Partners, LLC | 11,800 | $194.2 萬 | 0.11% | +11,800 | 新進 |
| Allen Investment Management LLC | 11,697 | $192.5 萬 | 0.02% | +138+1.2% | 加碼 |
| Grimes & Company, Inc. | 11,634 | $191.5 萬 | 0.05% | +8,759+304.7% | 加碼 |
| Integrated Quantitative Investments LLC | 11,588 | $190.7 萬 | 0.35% | +2,040+21.4% | 加碼 |
| Center for Wealth Management Advisory | 11,539 | $189.9 萬 | 1.37% | −1,478−11.4% | 減碼 |
| Gryphon Financial Partners LLC | 11,478 | $188.9 萬 | 0.20% | +271+2.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 11,438 | $188.2 萬 | 0.25% | +577+5.3% | 加碼 |
| Ar Asset Management Inc | 11,400 | $187.6 萬 | 0.36% | 00.0% | 不變 |