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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 186,230 | $3,065 萬 | 0.32% | −18,778−9.2% | 減碼 |
| Utah Retirement Systems | 184,452 | $3,036 萬 | 0.31% | −5,833−3.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 183,984 | $3,028 萬 | 0.24% | +30,000+19.5% | 加碼 |
| ARS Investment Partners, LLC | 183,657 | $3,022 萬 | 1.57% | +58,088+46.3% | 加碼 |
| Gabelli Funds LLC | 181,440 | $2,986 萬 | 0.20% | −27,875−13.3% | 減碼 |
| Maple Capital Management, Inc. | 181,370 | $2,985 萬 | 2.00% | −40,428−18.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 181,208 | $2,982 萬 | 0.26% | −189−0.1% | 減碼 |
| Midwest Trust Co | 177,523 | $2,921 萬 | 0.36% | +14,780+9.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 176,866 | $2,911 萬 | 0.24% | +2,356+1.4% | 加碼 |
| Wealthfront Advisers LLC | 176,673 | $2,908 萬 | 0.06% | +13,713+8.4% | 加碼 |
| Pathstone Holdings, LLC | 176,081 | $2,898 萬 | 0.12% | −4,121−2.3% | 減碼 |
| Captrust Financial Advisors | 176,075 | $2,896 萬 | 0.05% | +6,746+4.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 174,961 | $2,879 萬 | 0.25% | −2,012−1.1% | 減碼 |
| Hudson Bay Capital Management LP | 174,482 | $2,871 萬 | 0.17% | −42,392−19.5% | 減碼 |
| NEOS Investment Management LLC | 173,620 | $2,857 萬 | 0.14% | +5,776+3.4% | 加碼 |
| Andra AP-fonden | 173,220 | $2,851 萬 | 0.36% | +153,623+783.9% | 加碼 |
| Assetmark, Inc | 171,725 | $2,826 萬 | 0.06% | +11,305+7.0% | 加碼 |
| Brown Advisory Inc | 171,309 | $2,819 萬 | 0.05% | +3,194+1.9% | 加碼 |
| Rakuten Investment Management, Inc. | 177,759 | $2,815 萬 | 0.06% | +19,314+12.2% | 加碼 |
| New York Life Investment Management LLC | 170,147 | $2,800 萬 | 0.24% | −334−0.2% | 減碼 |
| Voleon Capital Management LP | 168,700 | $2,776 萬 | 0.60% | +134,367+391.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 166,145 | $2,734 萬 | 0.02% | −9,318−5.3% | 減碼 |
| Umb Bank N A | 166,037 | $2,732 萬 | 0.38% | −7,480−4.3% | 減碼 |
| Hallmark Capital Management Inc | 165,975 | $2,731 萬 | 1.76% | −27,722−14.3% | 減碼 |
| British Columbia Investment Management Corp | 163,628 | $2,693 萬 | 0.16% | −48,829−23.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 162,979 | $2,682 萬 | 0.07% | +14,258+9.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 163,304 | $2,671 萬 | 0.19% | −130,248−44.4% | 減碼 |
| Payden & Rygel | 161,500 | $2,658 萬 | 2.07% | −14,400−8.2% | 減碼 |
| Pittenger & Anderson Inc | 160,825 | $2,647 萬 | 1.05% | +2,075+1.3% | 加碼 |
| MAI Capital Management | 160,603 | $2,643 萬 | 0.15% | −1,838−1.1% | 減碼 |
| Boston Common Asset Management, LLC | 159,949 | $2,632 萬 | 1.70% | −14,650−8.4% | 減碼 |
| ASR Vermogensbeheer N.V. | 158,794 | $2,613 萬 | 0.31% | +2,908+1.9% | 加碼 |
| Abner Herrman & Brock LLC | 157,722 | $2,596 萬 | 2.87% | −429−0.3% | 減碼 |
| Sanctuary Advisors, LLC | 156,416 | $2,574 萬 | 0.14% | −8,284−5.0% | 減碼 |
| Harvest Portfolios Group Inc. | 156,338 | $2,573 萬 | 0.42% | −10,087−6.1% | 減碼 |
| Blair William & Co | 156,160 | $2,570 萬 | 0.07% | −553−0.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 156,335 | $2,568 萬 | 0.13% | +9,644+6.6% | 加碼 |
| Clearbridge Investments, LLC | 155,935 | $2,566 萬 | 0.02% | −113,771−42.2% | 減碼 |
| Tudor Investment Corp Et Al | 155,896 | $2,566 萬 | 0.14% | −556,340−78.1% | 減碼 |
| Pinnacle Financial Partners, Inc. | 155,538 | $2,560 萬 | 0.20% | +9,826+6.7% | 加碼 |
| Abn Amro Investment Solutions | 154,423 | $2,541 萬 | 0.33% | −16,602−9.7% | 減碼 |
| Nissay Asset Management Corp | 152,822 | $2,515 萬 | 0.13% | +1,156+0.8% | 加碼 |
| Vontobel Holding Ltd. | 152,600 | $2,511 萬 | 0.09% | −33,818−18.1% | 減碼 |
| State of Alaska, Department of Revenue | 151,577 | $2,494 萬 | 0.27% | +31,095+25.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 151,390 | $2,491 萬 | 0.31% | −4,530−2.9% | 減碼 |
| Glenmede Trust Co NA | 150,782 | $2,481 萬 | 0.12% | −1,357−0.9% | 減碼 |
| Perpetual Ltd | 150,534 | $2,477 萬 | 0.38% | −16,964−10.1% | 減碼 |
| Appleton Partners Inc | 150,216 | $2,472 萬 | 1.72% | −1,280−0.8% | 減碼 |
| Fred Alger Management, LLC | 148,604 | $2,446 萬 | 0.11% | −29,899−16.7% | 減碼 |
| TCG Advisory Services, LLC | 147,072 | $2,420 萬 | 0.59% | −16,603−10.1% | 減碼 |
| Argent Trust Co | 146,691 | $2,414 萬 | 0.82% | −257−0.2% | 減碼 |
| Kestra Advisory Services, LLC | 145,922 | $2,401 萬 | 0.09% | +176+0.1% | 加碼 |
| SCS Capital Management LLC | 145,098 | $2,388 萬 | 0.25% | −13,844−8.7% | 減碼 |
| Ieq Capital, LLC | 144,805 | $2,383 萬 | 0.11% | +33,467+30.1% | 加碼 |
| Mutual of America Capital Management LLC | 143,704 | $2,365 萬 | 0.27% | −2,417−1.7% | 減碼 |
| TIAA Wealth Investment Management LLC | 142,207 | $2,340 萬 | 0.18% | +142,207 | 新進 |
| Hound Partners, LLC | 141,570 | $2,330 萬 | 2.94% | +141,570 | 新進 |
| Capital International Inc | 141,564 | $2,330 萬 | 0.18% | −8,465−5.6% | 減碼 |
| NFJ Investment Group, LLC | 141,396 | $2,327 萬 | 0.89% | +17,517+14.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 140,158 | $2,324 萬 | 0.72% | −42,577−23.3% | 減碼 |
| Yousif Capital Management, LLC | 141,081 | $2,322 萬 | 0.27% | −7,018−4.7% | 減碼 |
| Woodline Partners LP | 138,969 | $2,287 萬 | 0.09% | −145,040−51.1% | 減碼 |
| Macquarie Group Ltd | 138,589 | $2,281 萬 | 0.14% | −236,206−63.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 136,915 | $2,275 萬 | 0.04% | +214+0.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 137,841 | $2,268 萬 | 0.30% | −500−0.4% | 減碼 |
| LGT Capital Partners Ltd. | 136,194 | $2,241 萬 | 1.19% | −75,829−35.8% | 減碼 |
| Copeland Capital Management, LLC | 135,026 | $2,222 萬 | 0.49% | −17,984−11.8% | 減碼 |
| Illinois Municipal Retirement Fund | 133,220 | $2,192 萬 | 0.28% | +19,449+17.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 133,214 | $2,192 萬 | 0.01% | −4,963−3.6% | 減碼 |
| Prudential PLC | 132,850 | $2,186 萬 | 0.17% | +15,252+13.0% | 加碼 |
| Generali Asset Management SPA SGR | 131,228 | $2,160 萬 | 0.45% | +2,264+1.8% | 加碼 |
| Telos Capital Management, Inc. | 130,873 | $2,154 萬 | 2.06% | −2,266−1.7% | 減碼 |
| Oak Harvest Investment Services | 130,663 | $2,150 萬 | 2.24% | +3,535+2.8% | 加碼 |
| Erste Asset Management GmbH | 135,373 | $2,149 萬 | 0.20% | −107,272−44.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 128,953 | $2,122 萬 | 0.03% | +805+0.6% | 加碼 |
| Vinva Investment Management Ltd | 132,754 | $2,102 萬 | 0.26% | +53,997+68.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 126,233 | $2,077 萬 | 0.60% | −7,657−5.7% | 減碼 |
| Edgar Lomax Co | 125,975 | $2,073 萬 | 1.48% | −146,335−53.7% | 減碼 |
| AIA Group Ltd | 125,392 | $2,064 萬 | 0.30% | +54,816+77.7% | 加碼 |
| Voloridge Investment Management, LLC | 124,852 | $2,055 萬 | 0.08% | +124,852 | 新進 |
| OP Asset Management Ltd | 122,724 | $2,020 萬 | 0.21% | −9,926−7.5% | 減碼 |
| Capital Analysts, LLC | 122,651 | $2,019 萬 | 0.53% | −3,349−2.7% | 減碼 |
| Nexus Investment Management ULC | 119,778 | $1,971 萬 | 2.76% | +2,751+2.4% | 加碼 |
| Susquehanna International Group, LLP | 119,028 | $1,959 萬 | 0.03% | −105,324−46.9% | 減碼 |
| ExodusPoint Capital Management, LP | 118,759 | $1,954 萬 | 0.19% | +53,771+82.7% | 加碼 |
| Covea Finance | 117,570 | $1,935 萬 | 0.68% | −12,830−9.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 117,068 | $1,927 萬 | 0.16% | +115,132+5,946.9% | 加碼 |
| Apollon Wealth Management, LLC | 116,308 | $1,914 萬 | 0.31% | +33,108+39.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 115,590 | $1,902 萬 | 0.20% | +15,973+16.0% | 加碼 |
| RMB Capital Management, LLC | 113,297 | $1,865 萬 | 0.33% | −7,298−6.1% | 減碼 |
| Jump Financial, LLC | 112,997 | $1,860 萬 | 0.27% | −2,205−1.9% | 減碼 |
| Capitolis Liquid Global Markets LLC | 112,760 | $1,856 萬 | 0.12% | +112,760 | 新進 |
| HB Wealth Management, LLC | 112,615 | $1,853 萬 | 0.12% | +29,842+36.1% | 加碼 |
| Warren Averett Asset Management, LLC | 112,548 | $1,852 萬 | 0.14% | +25,515+29.3% | 加碼 |
| Bridger Management, LLC | 112,293 | $1,848 萬 | 14.44% | −24,400−17.9% | 減碼 |
| Lyell Wealth Management, LP | 109,996 | $1,810 萬 | 1.33% | +234+0.2% | 加碼 |
| Haverford Trust Co | 108,921 | $1,793 萬 | 0.16% | +593+0.5% | 加碼 |
| Huntington National Bank | 107,478 | $1,769 萬 | 0.10% | +7,722+7.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 107,422 | $1,768 萬 | 0.29% | −9,511−8.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 107,342 | $1,767 萬 | 0.17% | −7,854−6.8% | 減碼 |