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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 11,392 | $187.5 萬 | 0.12% | −1,087−8.7% | 減碼 |
| North Dallas Bank & Trust Co | 11,342 | $186.7 萬 | 1.26% | −186−1.6% | 減碼 |
| Courier Capital LLC | 11,319 | $186.3 萬 | 0.10% | −567−4.8% | 減碼 |
| Advisors Preferred, LLC | 11,300 | $186.0 萬 | 0.28% | 00.0% | 不變 |
| Westpac Banking Corp | 11,263 | $185.4 萬 | 0.13% | −1,597−12.4% | 減碼 |
| BankPlus Trust Department | 11,213 | $184.5 萬 | 0.49% | +7,687+218.0% | 加碼 |
| Frec Markets, Inc. | 11,194 | $184.2 萬 | 0.31% | +4,181+59.6% | 加碼 |
| Sagewood Asset Management LP | 11,184 | $184.1 萬 | 0.58% | +419+3.9% | 加碼 |
| Moment Partners, LLC | 11,160 | $183.7 萬 | 0.33% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 11,149 | $183.5 萬 | 0.26% | −150−1.3% | 減碼 |
| Independence Bank of Kentucky | 11,120 | $183.0 萬 | 0.23% | −186−1.6% | 減碼 |
| Gibbs Wealth Management | 11,088 | $182.5 萬 | 0.24% | +5,646+103.7% | 加碼 |
| PEAK6 LLC | 11,081 | $182.4 萬 | 0.05% | −29,376−72.6% | 減碼 |
| Cape Ann Savings Bank | 11,010 | $181.2 萬 | 0.91% | −150−1.3% | 減碼 |
| Caption Management, LLC | 11,000 | $181.0 萬 | 0.09% | +11,000 | 新進 |
| Nations Financial Group Inc, | 10,997 | $181.0 萬 | 0.09% | +276+2.6% | 加碼 |
| Delta Asset Management LLC | 10,987 | $180.8 萬 | 0.16% | 00.0% | 不變 |
| Wedbush Securities Inc | 10,959 | $180.4 萬 | 0.05% | +1,382+14.4% | 加碼 |
| International Assets Investment Management, LLC | 259,923 | $180.0 萬 | 0.12% | +259,923 | 新進 |
| Cigna Investments Inc | 10,912 | $179.6 萬 | 0.28% | −279−2.5% | 減碼 |
| Community Bank, N.A. | 10,894 | $179.3 萬 | 0.21% | −332−3.0% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 10,888 | $179.2 萬 | 0.66% | +838+8.3% | 加碼 |
| Profund Advisors LLC | 10,839 | $178.4 萬 | 0.07% | −2,579−19.2% | 減碼 |
| Washington Trust Co | 10,799 | $177.7 萬 | 0.06% | −191−1.7% | 減碼 |
| 71 West Capital Partners | 10,781 | $177.4 萬 | 0.08% | +1,394+14.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,734 | $176.6 萬 | 0.01% | +65+0.6% | 加碼 |
| Zullo Investment Group, Inc. | 10,710 | $176.3 萬 | 0.67% | +146+1.4% | 加碼 |
| Parcion Private Wealth LLC | 10,676 | $175.7 萬 | 0.11% | +63+0.6% | 加碼 |
| Vann Equity Management LLC | 10,512 | $173.0 萬 | 1.23% | +10,512 | 新進 |
| Hancock Whitney Corp | 9,286 | $172.7 萬 | 0.03% | −103−1.1% | 減碼 |
| Portside Wealth Group, LLC | 10,453 | $172.0 萬 | 0.23% | +243+2.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 10,658 | $172.0 萬 | 0.23% | +4,750+80.4% | 加碼 |
| AlphaCore Capital LLC | 10,445 | $171.9 萬 | 0.04% | −1,352−11.5% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 10,416 | $171.4 萬 | 0.66% | −162−1.5% | 減碼 |
| Chemung Canal Trust Co | 10,415 | $171.4 萬 | 0.35% | −909−8.0% | 減碼 |
| Engineers Gate Manager LP | 10,398 | $171.1 萬 | 0.02% | −4,627−30.8% | 減碼 |
| Morse Asset Management, Inc | 10,336 | $170.1 萬 | 0.35% | +53+0.5% | 加碼 |
| Gateway Wealth Partners, LLC | 10,307 | $169.6 萬 | 0.07% | +10,307 | 新進 |
| Foster & Motley Inc | 10,275 | $169.1 萬 | 0.09% | −316−3.0% | 減碼 |
| First Citizens Financial Corp | 10,256 | $168.8 萬 | 0.80% | +124+1.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,196 | $167.8 萬 | 0.25% | +209+2.1% | 加碼 |
| Jamison Private Wealth Management, Inc. | 10,157 | $167.1 萬 | 0.20% | +109+1.1% | 加碼 |
| Mosley Wealth Management | 10,462 | $166.3 萬 | 0.75% | −175−1.6% | 減碼 |
| W Advisors, LLC | 10,085 | $166.0 萬 | 0.85% | +682+7.3% | 加碼 |
| Sapient Capital LLC | 10,076 | $165.8 萬 | 0.03% | +400+4.1% | 加碼 |
| Gallagher Capital Advisors, LLC | 10,063 | $165.6 萬 | 1.17% | −35−0.3% | 減碼 |
| Verition Fund Management LLC | 10,020 | $164.9 萬 | 0.02% | −137,673−93.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 9,978 | $164.2 萬 | 0.09% | +5,132+105.9% | 加碼 |
| Modern Wealth Management, LLC | 9,882 | $164.2 萬 | 0.03% | +6,812+221.9% | 加碼 |
| Lee Financial Co | 9,941 | $163.6 萬 | 0.23% | −231−2.3% | 減碼 |
| Clough Capital Partners L P | 9,928 | $163.4 萬 | 0.16% | 00.0% | 不變 |
| Leonteq Securities AG | 9,919 | $163.2 萬 | 0.10% | −66,839−87.1% | 減碼 |
| Central Pacific Bank - Trust Division | 9,895 | $162.8 萬 | 0.21% | +1,393+16.4% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 9,879 | $162.6 萬 | 2.09% | +101+1.0% | 加碼 |
| Bridgewater Advisors Inc. | 8,367 | $162.2 萬 | 0.10% | +2,035+32.1% | 加碼 |
| Magnus Financial Group LLC | 9,840 | $161.9 萬 | 0.13% | −1,734−15.0% | 減碼 |
| Affinity Investment Advisors, LLC | 9,706 | $159.7 萬 | 1.00% | +12+0.1% | 加碼 |
| GTS Securities LLC | 9,672 | $159.2 萬 | 0.06% | −7,366−43.2% | 減碼 |
| Berkeley Capital Partners, LLC | 9,646 | $158.7 萬 | 0.37% | +5,531+134.4% | 加碼 |
| TownSquare Capital, LLC | 9,545 | $157.1 萬 | 0.35% | +250+2.7% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 9,527 | $156.8 萬 | 0.21% | +1,521+19.0% | 加碼 |
| HM Payson & Co | 9,503 | $156.4 萬 | 0.02% | +1,413+17.5% | 加碼 |
| Buckley Wealth Management, LLC | 9,495 | $156.3 萬 | 0.40% | +817+9.4% | 加碼 |
| Evelyn Partners Investment Management LLP | 9,420 | $155.0 萬 | 0.04% | −45−0.5% | 減碼 |
| Fort Point Capital Partners LLC | 9,378 | $154.3 萬 | 0.20% | +1,273+15.7% | 加碼 |
| Sig Brokerage, LP | 9,338 | $153.7 萬 | 0.43% | +7,118+320.6% | 加碼 |
| Wiregrass Investment Management LLC | 9,308 | $153.2 萬 | 1.27% | +375+4.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 9,298 | $153.1 萬 | 0.00% | −994−9.7% | 減碼 |
| Avalon Trust Co | 9,296 | $153.0 萬 | 0.11% | +1,225+15.2% | 加碼 |
| Abacus Wealth Partners, LLC | 9,289 | $152.9 萬 | 0.14% | −1,254−11.9% | 減碼 |
| Dakota Wealth Management | 9,286 | $152.8 萬 | 0.03% | −37,692−80.2% | 減碼 |
| Western Wealth Management, LLC | 9,263 | $152.4 萬 | 0.06% | +1,279+16.0% | 加碼 |
| KLCM Advisors, Inc. | 9,257 | $152.3 萬 | 0.13% | +150+1.6% | 加碼 |
| Strait & Sound Wealth Management LLC | 9,237 | $152.0 萬 | 0.58% | +96+1.1% | 加碼 |
| Modera Wealth Management, LLC | 9,235 | $152.0 萬 | 0.02% | +1,214+15.1% | 加碼 |
| Buckingham Strategic Partners | 9,218 | $151.6 萬 | 0.02% | +2,662+40.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 9,212 | $151.6 萬 | 0.15% | +911+11.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,197 | $151.4 萬 | 0.04% | −258−2.7% | 減碼 |
| Hartford Funds Management Co LLC | 9,154 | $150.6 萬 | 0.13% | −1,327−12.7% | 減碼 |
| IHT Wealth Management, LLC | 9,111 | $149.9 萬 | 0.03% | +236+2.7% | 加碼 |
| Interchange Capital Partners, LLC | 12,651 | $149.9 萬 | 0.48% | −2,015−13.7% | 減碼 |
| Bamco Inc | 9,100 | $149.8 萬 | 0.00% | +2,500+37.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,057 | $149.0 萬 | 0.61% | −49−0.5% | 減碼 |
| Hilltop Holdings Inc. | 9,031 | $148.6 萬 | 0.14% | −45,873−83.6% | 減碼 |
| Numerai GP LLC | 9,026 | $148.5 萬 | 0.15% | +9,026 | 新進 |
| LGT Group Foundation | 9,002 | $148.1 萬 | 0.02% | +155+1.8% | 加碼 |
| Resonant Capital Advisors, LLC | 9,002 | $148.1 萬 | 0.08% | +923+11.4% | 加碼 |
| Bryn Mawr Trust Co | 8,980 | $147.8 萬 | 0.04% | +166+1.9% | 加碼 |
| Chung Wu Investment Group, LLC | 8,975 | $147.7 萬 | 1.27% | −730−7.5% | 減碼 |
| Infrastructure Capital Advisors, LLC | 8,957 | $147.4 萬 | 0.14% | +7,742+637.2% | 加碼 |
| Daymark Wealth Partners, LLC | 8,947 | $147.2 萬 | 0.05% | +1,769+24.6% | 加碼 |
| Regal Investment Advisors LLC | 8,941 | $147.1 萬 | 0.08% | +224+2.6% | 加碼 |
| SBI Securities Co., Ltd. | 8,895 | $146.4 萬 | 0.04% | −1,599−15.2% | 減碼 |
| Heartland Bank & Trust Co | 8,892 | $146.3 萬 | 0.33% | +1,404+18.8% | 加碼 |
| CFS Investment Advisory Services, LLC | 7,742 | $146.2 萬 | 0.10% | +103+1.3% | 加碼 |
| Northstar Advisory Group, LLC | 8,869 | $146.0 萬 | 0.56% | −15,435−63.5% | 減碼 |
| Legacy Bridge, LLC | 8,837 | $145.4 萬 | 0.55% | −30−0.3% | 減碼 |
| Mach-1 Financial Group, Inc. | 8,833 | $145.4 萬 | 0.51% | −8,660−49.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 8,818 | $145.1 萬 | 0.07% | −1,125−11.3% | 減碼 |
| Advyzon Investment Management, LLC | 8,817 | $145.1 萬 | 0.13% | +1,745+24.7% | 加碼 |