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 |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 394,222 | $6,488 萬 | 1.28% | −90,561−18.7% | 減碼 |
| Colony Group, LLC | 383,619 | $6,331 萬 | 0.07% | −3,233−0.8% | 減碼 |
| Man Group plc | 378,939 | $6,236 萬 | 0.13% | −105,082−21.7% | 減碼 |
| Todd Asset Management LLC | 375,041 | $6,172 萬 | 1.21% | −3,409−0.9% | 減碼 |
| Resona Asset Management Co.,Ltd. | 377,337 | $6,165 萬 | 0.31% | +3,094+0.8% | 加碼 |
| Commonwealth Equity Services, LLC | 372,346 | $6,128 萬 | 0.09% | −35,691−8.7% | 減碼 |
| Cetera Investment Advisers | 381,181 | $6,108 萬 | 0.06% | +28,518+8.1% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $6,077 萬 | 3.10% | 00.0% | 不變 |
| Quadrature Capital Ltd | 368,519 | $6,065 萬 | 0.72% | +192,735+109.6% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 367,161 | $6,042 萬 | 1.30% | +52,249+16.6% | 加碼 |
| Tredje AP-fonden | 360,458 | $5,932 萬 | 0.32% | +126,957+54.4% | 加碼 |
| Foundations Investment Advisors, LLC | 349,847 | $5,757 萬 | 0.71% | +32,657+10.3% | 加碼 |
| AMF Pensionsforsakring AB | 348,619 | $5,737 萬 | 0.38% | −800−0.2% | 減碼 |
| ABN AMRO Bank N.V. | 353,714 | $5,729 萬 | 0.62% | +62,528+21.5% | 加碼 |
| Scotia Capital Inc. | 347,658 | $5,721 萬 | 0.24% | +143,725+70.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 345,234 | $5,682 萬 | 0.29% | +55,920+19.3% | 加碼 |
| Annex Advisory Services, LLC | 344,831 | $5,675 萬 | 1.06% | +9,990+3.0% | 加碼 |
| Fiduciary Trust Co | 339,853 | $5,593 萬 | 0.66% | −1,544−0.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 339,029 | $5,579 萬 | 0.43% | −2,000−0.6% | 減碼 |
| STRS Ohio | 338,562 | $5,572 萬 | 0.22% | −18,882−5.3% | 減碼 |
| Factory Mutual Insurance Co | 329,050 | $5,415 萬 | 0.61% | 00.0% | 不變 |
| Czech National Bank | 327,654 | $5,392 萬 | 0.35% | +9,155+2.9% | 加碼 |
| Gradient Investments LLC | 327,515 | $5,390 萬 | 0.84% | −2,251−0.7% | 減碼 |
| Arizona State Retirement System | 325,286 | $5,353 萬 | 0.31% | −10,946−3.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 324,821 | $5,346 萬 | 0.73% | +2,488+0.8% | 加碼 |
| SEB Asset Management AB | 319,636 | $5,260 萬 | 0.22% | +319,636 | 新進 |
| State of Michigan Retirement System | 314,326 | $5,173 萬 | 0.27% | −1,900−0.6% | 減碼 |
| Longaeva Partners L.P. | 313,485 | $5,159 萬 | 2.48% | +170,556+119.3% | 加碼 |
| DnB Asset Management AS | 313,035 | $5,152 萬 | 0.18% | +23,677+8.2% | 加碼 |
| Baird Financial Group, Inc. | 311,463 | $5,126 萬 | 0.08% | +1,817+0.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 305,673 | $5,030 萬 | 0.57% | +4,215+1.4% | 加碼 |
| CIBC Asset Management Inc | 302,055 | $4,971 萬 | 0.12% | +4,740+1.6% | 加碼 |
| Zurich Insurance Group Ltd | 299,872 | $4,935 萬 | 0.39% | −486,667−61.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 296,215 | $4,875 萬 | 0.27% | +110,182+59.2% | 加碼 |
| Rafferty Asset Management, LLC | 294,059 | $4,839 萬 | 0.20% | −76,634−20.7% | 減碼 |
| AE Wealth Management LLC | 293,965 | $4,838 萬 | 0.26% | +139,071+89.8% | 加碼 |
| GW&K Investment Management, LLC | 293,468 | $4,830 萬 | 0.43% | −5,413−1.8% | 減碼 |
| Groupama Asset Managment | 293,381 | $4,828 萬 | 0.71% | +2,871+1.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 289,736 | $4,768 萬 | 0.95% | −6,212−2.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 284,255 | $4,678 萬 | 0.26% | −23,610−7.7% | 減碼 |
| Chilton Capital Management LLC | 283,087 | $4,659 萬 | 1.62% | +2,297+0.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 280,249 | $4,612 萬 | 0.23% | −709−0.3% | 減碼 |
| MetLife Investment Management | 279,988 | $4,608 萬 | 0.23% | −8,648−3.0% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 278,808 | $4,602 萬 | 0.78% | +25,468+10.1% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 278,751 | $4,587 萬 | 3.66% | +37,580+15.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 275,482 | $4,534 萬 | 0.30% | +2,000+0.7% | 加碼 |
| Pacific Heights Asset Management LLC | 275,000 | $4,526 萬 | 1.51% | +25,000+10.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 271,441 | $4,467 萬 | 0.25% | +660.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 265,170 | $4,364 萬 | 0.13% | +42,326+19.0% | 加碼 |
| Chilton Investment Co LLC | 263,608 | $4,338 萬 | 1.02% | +47,397+21.9% | 加碼 |
| Teacher Retirement System of Texas | 262,877 | $4,326 萬 | 0.18% | −38,486−12.8% | 減碼 |
| Cerity Partners LLC | 258,915 | $4,261 萬 | 0.06% | −16,784−6.1% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 257,576 | $4,239 萬 | 0.41% | +32,726+14.6% | 加碼 |
| Zacks Investment Management | 256,101 | $4,215 萬 | 0.34% | +185,739+264.0% | 加碼 |
| Empowered Funds, LLC | 252,788 | $4,160 萬 | 0.27% | +252,788 | 新進 |
| ProShare Advisors LLC | 250,836 | $4,128 萬 | 0.06% | −4,371−1.7% | 減碼 |
| QRG Capital Management, Inc. | 249,612 | $4,108 萬 | 0.42% | +33,089+15.3% | 加碼 |
| Moody Lynn & Lieberson, LLC | 249,367 | $4,104 萬 | 2.30% | −12,938−4.9% | 減碼 |
| Bollard Group LLC | 247,477 | $4,073 萬 | 1.24% | +30,360+14.0% | 加碼 |
| GWM Advisors LLC | 245,197 | $4,035 萬 | 0.15% | −13,634−5.3% | 減碼 |
| Keybank National Association | 245,073 | $4,033 萬 | 0.15% | +782+0.3% | 加碼 |
| IFM Investors Pty Ltd | 244,811 | $4,029 萬 | 0.34% | +11,206+4.8% | 加碼 |
| Flputnam Investment Management Co | 241,047 | $3,967 萬 | 0.59% | +64,765+36.7% | 加碼 |
| Caldwell Investment Management Ltd. | 250,000 | $3,964 萬 | 15.54% | +250,000 | 新進 |
| Beacon Investment Advisory Services, Inc. | 239,590 | $3,943 萬 | 1.64% | −38,374−13.8% | 減碼 |
| Matrix Asset Advisors Inc | 238,060 | $3,918 萬 | 3.59% | −22,443−8.6% | 減碼 |
| Lazard Asset Management LLC | 237,672 | $3,911 萬 | 0.06% | +77,579+48.5% | 加碼 |
| Rokos Capital Management LLP | 236,721 | $3,895 萬 | 0.69% | −388,241−62.1% | 減碼 |
| Advisor Group Holdings, Inc. | 232,534 | $3,831 萬 | 0.06% | +18,170+8.5% | 加碼 |
| TCW Group Inc | 232,297 | $3,823 萬 | 0.29% | −315,482−57.6% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 230,468 | $3,793 萬 | 1.82% | −72,180−23.8% | 減碼 |
| Raiffeisen Bank International AG | 237,240 | $3,757 萬 | 0.54% | +180,898+321.1% | 加碼 |
| Conning Inc. | 225,677 | $3,714 萬 | 1.23% | +34,395+18.0% | 加碼 |
| Vestor Capital, LLC | 225,281 | $3,707 萬 | 2.68% | +223,791+15,019.5% | 加碼 |
| SG Americas Securities, LLC | 225,219 | $3,706 萬 | 0.04% | −74,431−24.8% | 減碼 |
| Mercer Global Advisors Inc | 224,241 | $3,690 萬 | 0.05% | +23,104+11.5% | 加碼 |
| Heritage Investors Management Corp | 223,795 | $3,683 萬 | 1.12% | −2,297−1.0% | 減碼 |
| Amalgamated Bank | 222,716 | $3,665 萬 | 0.28% | −2,119−0.9% | 減碼 |
| Varma Mutual Pension Insurance Co | 221,412 | $3,644 萬 | 0.21% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 216,029 | $3,556 萬 | 0.13% | +29,891+16.1% | 加碼 |
| First Manhattan Co | 215,066 | $3,539 萬 | 0.10% | −4,556−2.1% | 減碼 |
| CWM, LLC | 213,933 | $3,521 萬 | 0.09% | +76,245+55.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 211,669 | $3,483 萬 | 0.51% | −12,078−5.4% | 減碼 |
| Boston Trust Walden Corp | 208,721 | $3,435 萬 | 0.28% | −7,632−3.5% | 減碼 |
| Daiwa Securities Group Inc. | 208,373 | $3,429 萬 | 0.10% | +10,029+5.1% | 加碼 |
| Lido Advisors, LLC | 208,195 | $3,426 萬 | 0.13% | −47,324−18.5% | 減碼 |
| Peapack Gladstone Financial Corp | 207,789 | $3,420 萬 | 0.44% | +1,319+0.6% | 加碼 |
| USS Investment Management Ltd | 206,769 | $3,402 萬 | 0.14% | +3,300+1.6% | 加碼 |
| Xponance, Inc. | 206,534 | $3,399 萬 | 0.24% | +26,020+14.4% | 加碼 |
| Camden Capital, LLC | 205,082 | $3,375 萬 | 2.21% | +644+0.3% | 加碼 |
| JustInvest LLC | 204,202 | $3,361 萬 | 0.33% | +6,804+3.4% | 加碼 |
| Ethic Inc. | 199,266 | $3,279 萬 | 0.51% | +2,367+1.2% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 197,873 | $3,256 萬 | 4.62% | −290−0.1% | 減碼 |
| HRT Financial LP | 197,552 | $3,251 萬 | 0.08% | −17,817−8.3% | 減碼 |
| Regions Financial Corp | 196,183 | $3,229 萬 | 0.21% | +175,255+837.4% | 加碼 |
| Hosking Partners LLP | 191,517 | $3,152 萬 | 1.13% | +120.0% | 加碼 |
| LVM Capital Management Ltd | 191,464 | $3,151 萬 | 2.97% | −1,279−0.7% | 減碼 |
| Bailard, Inc. | 190,960 | $3,143 萬 | 0.72% | −3,311−1.7% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 189,897 | $3,125 萬 | 0.47% | +43,152+29.4% | 加碼 |
| Jane Street Group, LLC | 189,267 | $3,115 萬 | 0.03% | −924,694−83.0% | 減碼 |