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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 106,857 | $1,759 萬 | 0.25% | +100,272+1,522.7% | 加碼 |
| Nixon Peabody Trust Co | 105,390 | $1,734 萬 | 1.38% | −6,318−5.7% | 減碼 |
| Aptus Capital Advisors, LLC | 104,307 | $1,717 萬 | 0.14% | −150,004−59.0% | 減碼 |
| New Republic Capital, LLC | 104,015 | $1,712 萬 | 5.77% | −265−0.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 103,158 | $1,698 萬 | 0.16% | −17,299−14.4% | 減碼 |
| BTC Capital Management, Inc. | 102,546 | $1,687 萬 | 1.14% | −4,404−4.1% | 減碼 |
| Investment Management Corp of Ontario | 102,332 | $1,684 萬 | 0.22% | +2,872+2.9% | 加碼 |
| Panagora Asset Management Inc | 102,296 | $1,683 萬 | 0.06% | −105,030−50.7% | 減碼 |
| Bokf, NA | 101,153 | $1,665 萬 | 0.25% | −4,177−4.0% | 減碼 |
| Merit Financial Group, LLC | 100,237 | $1,650 萬 | 0.12% | +11,813+13.4% | 加碼 |
| IMC-Chicago, LLC | 98,629 | $1,623 萬 | 0.25% | +68,302+225.2% | 加碼 |
| American Assets Investment Management, LLC | 132,000 | $1,615 萬 | 1.10% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 97,464 | $1,604 萬 | 1.15% | −5,334−5.2% | 減碼 |
| GW Henssler & Associates Ltd | 95,538 | $1,572 萬 | 0.74% | −626−0.7% | 減碼 |
| Viking Fund Management LLC | 95,000 | $1,563 萬 | 1.60% | +5,000+5.6% | 加碼 |
| Howe & Rusling Inc | 94,646 | $1,558 萬 | 1.02% | −2,654−2.7% | 減碼 |
| Connors Investor Services Inc | 93,350 | $1,536 萬 | 1.42% | −39,013−29.5% | 減碼 |
| Baxter Bros Inc | 93,208 | $1,534 萬 | 1.89% | −1,893−2.0% | 減碼 |
| Fiduciary Alliance LLC | 79,791 | $1,529 萬 | 0.92% | −18,818−19.1% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 92,060 | $1,515 萬 | 0.86% | +78,474+577.6% | 加碼 |
| DJE Kapital AG | 93,386 | $1,512 萬 | 0.34% | −420,469−81.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 91,764 | $1,510 萬 | 0.34% | +30,885+50.7% | 加碼 |
| Allworth Financial LP | 91,496 | $1,506 萬 | 0.06% | +7,007+8.3% | 加碼 |
| Optiver Holding B.V. | 90,811 | $1,494 萬 | 0.57% | +73,489+424.3% | 加碼 |
| Interval Partners, LP | 90,802 | $1,494 萬 | 0.51% | −35,523−28.1% | 減碼 |
| Calamos Wealth Management LLC | 89,881 | $1,479 萬 | 0.51% | +2,294+2.6% | 加碼 |
| KTF Investments, LLC | 89,686 | $1,476 萬 | 2.53% | −129−0.1% | 減碼 |
| Allianz SE | 88,907 | $1,463 萬 | 0.16% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 88,413 | $1,455 萬 | 0.08% | −139,938−61.3% | 減碼 |
| Avanza Fonder AB | 88,348 | $1,454 萬 | 0.40% | −544−0.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 88,015 | $1,448 萬 | 0.72% | +448+0.5% | 加碼 |
| Omers Administration Corp | 87,785 | $1,445 萬 | 0.09% | +15,669+21.7% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 87,565 | $1,441 萬 | 0.27% | +87,565 | 新進 |
| Brinker Capital Investments, LLC | 87,343 | $1,437 萬 | 0.12% | −5,791−6.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 86,642 | $1,426 萬 | 0.07% | −15,064−14.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 86,138 | $1,417 萬 | 0.57% | +6,947+8.8% | 加碼 |
| OpenArc Corporate Advisory, LLC | 85,953 | $1,415 萬 | 0.20% | +15,985+22.8% | 加碼 |
| Kinneret Advisory, LLC | 85,516 | $1,407 萬 | 1.33% | −3,792−4.2% | 減碼 |
| Edgestream Partners, L.P. | 85,059 | $1,400 萬 | 0.46% | +28,051+49.2% | 加碼 |
| Advisors Asset Management, Inc. | 84,909 | $1,397 萬 | 0.23% | +6,712+8.6% | 加碼 |
| Level Four Advisory Services, LLC | 84,685 | $1,394 萬 | 0.46% | +5,614+7.1% | 加碼 |
| Hartline Investment Corp | 83,337 | $1,371 萬 | 1.51% | +1,435+1.8% | 加碼 |
| Vident Advisory, LLC | 83,168 | $1,369 萬 | 0.12% | +10,712+14.8% | 加碼 |
| J. Safra Sarasin Holding AG | 82,993 | $1,364 萬 | 0.23% | +60,032+261.5% | 加碼 |
| Rockland Trust Co | 82,129 | $1,352 萬 | 0.54% | +1,570+1.9% | 加碼 |
| Intech Investment Management LLC | 80,856 | $1,331 萬 | 0.13% | +9,181+12.8% | 加碼 |
| German American Bancorp, Inc. | 80,737 | $1,329 萬 | 1.14% | +85+0.1% | 加碼 |
| Banque Cantonale Vaudoise | 79,614 | $1,310 萬 | 0.49% | +126+0.2% | 加碼 |
| Eagle Capital Management LLC | 79,588 | $1,310 萬 | 0.04% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 79,292 | $1,305 萬 | 0.15% | −5,656−6.7% | 減碼 |
| Osmosis Investment Management UK Ltd | 78,453 | $1,291 萬 | 0.35% | −13,765−14.9% | 減碼 |
| Private Advisor Group, LLC | 77,813 | $1,281 萬 | 0.06% | −4,161−5.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 77,770 | $1,280 萬 | 0.30% | +19,520+33.5% | 加碼 |
| Toroso Investments, LLC | 75,950 | $1,250 萬 | 0.04% | +15,433+25.5% | 加碼 |
| McGuire Investment Group, LLC | 75,892 | $1,249 萬 | 1.41% | −5,100−6.3% | 減碼 |
| Shelton Capital Management | 75,237 | $1,238 萬 | 0.27% | −88,142−53.9% | 減碼 |
| Oliver Luxxe Assets LLC | 75,043 | $1,235 萬 | 1.85% | −768−1.0% | 減碼 |
| Mediolanum International Funds Ltd | 77,374 | $1,225 萬 | 0.13% | +4,129+5.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 74,449 | $1,225 萬 | 0.14% | +9,018+13.8% | 加碼 |
| Venture Visionary Partners LLC | 74,311 | $1,223 萬 | 0.41% | +8,118+12.3% | 加碼 |
| Atria Investments LLC | 74,105 | $1,220 萬 | 0.14% | +2,368+3.3% | 加碼 |
| Norinchukin Bank, The | 73,357 | $1,207 萬 | 0.14% | −205−0.3% | 減碼 |
| Simplex Trading, LLC | 73,071 | $1,203 萬 | 0.37% | +5,845+8.7% | 加碼 |
| Mizuho Securities USA LLC | 72,732 | $1,197 萬 | 0.28% | −15,218−17.3% | 減碼 |
| Wesbanco Bank Inc | 72,621 | $1,195 萬 | 0.33% | −3,050−4.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 71,372 | $1,175 萬 | 3.42% | −56−0.1% | 減碼 |
| Leuthold Group, LLC | 71,004 | $1,169 萬 | 1.24% | +975+1.4% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 70,947 | $1,168 萬 | 0.69% | −3,150−4.3% | 減碼 |
| Strategic Planning Group, LLC | 70,639 | $1,163 萬 | 1.63% | −5,029−6.6% | 減碼 |
| Park Avenue Securities LLC | 69,995 | $1,152 萬 | 0.09% | +1,983+2.9% | 加碼 |
| D.A. Davidson & Co. | 69,474 | $1,143 萬 | 0.07% | −565−0.8% | 減碼 |
| Liontrust Investment Partners LLP | 69,423 | $1,142 萬 | 0.20% | +7,581+12.3% | 加碼 |
| Massmutual Trust Co FSB | 69,357 | $1,141 萬 | 0.31% | −10,530−13.2% | 減碼 |
| Cinctive Capital Management LP | 69,001 | $1,136 萬 | 0.75% | −11,990−14.8% | 減碼 |
| Hartford Investment Management Co | 68,679 | $1,130 萬 | 0.36% | −1,147−1.6% | 減碼 |
| Empirical Finance, LLC | 68,648 | $1,130 萬 | 0.53% | +2,224+3.3% | 加碼 |
| Allstate Corp | 68,194 | $1,122 萬 | 0.12% | −22,719−25.0% | 減碼 |
| New Age Alpha Advisors, LLC | 67,851 | $1,117 萬 | 0.52% | −1,764−2.5% | 減碼 |
| Alley Investment Management Company, LLC | 67,832 | $1,116 萬 | 1.36% | −702−1.0% | 減碼 |
| Think Investments LP | 67,800 | $1,116 萬 | 1.50% | +67,800 | 新進 |
| Jupiter Wealth Management LLC | 57,257 | $1,110 萬 | 4.39% | +1,569+2.8% | 加碼 |
| Cyndeo Wealth Partners, LLC | 66,832 | $1,100 萬 | 0.58% | −26,737−28.6% | 減碼 |
| Burns J W & Co Inc | 65,968 | $1,086 萬 | 1.24% | −459−0.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 65,909 | $1,085 萬 | 0.41% | −2,400−3.5% | 減碼 |
| Eastern Bank | 65,767 | $1,082 萬 | 0.19% | +57,908+736.8% | 加碼 |
| Citizens Financial Group Inc | 65,709 | $1,081 萬 | 0.15% | −5,992−8.4% | 減碼 |
| Guggenheim Capital LLC | 64,912 | $1,068 萬 | 0.09% | +5,849+9.9% | 加碼 |
| Hourglass Capital, LLC | 64,100 | $1,055 萬 | 2.20% | −6,050−8.6% | 減碼 |
| Emerald Investment Advisers, LLC | 63,315 | $1,042 萬 | 0.94% | +63,315 | 新進 |
| Baugh & Associates, LLC | 63,063 | $1,038 萬 | 4.48% | +1,041+1.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 62,689 | $1,032 萬 | 0.11% | −13,649−17.9% | 減碼 |
| Louisiana State Employees Retirement System | 61,300 | $1,009 萬 | 0.18% | −400−0.6% | 減碼 |
| Walleye Capital LLC | 60,902 | $1,002 萬 | 0.06% | −39,988−39.6% | 減碼 |
| Laird Norton Trust Company, LLC | 60,722 | $999.3 萬 | 0.22% | +438+0.7% | 加碼 |
| Sterling Capital Management LLC | 60,704 | $999.0 萬 | 0.19% | +8,170+15.6% | 加碼 |
| Pacer Advisors, Inc. | 60,264 | $991.8 萬 | 0.03% | −34,480−36.4% | 減碼 |
| Albion Financial Group | 59,866 | $985.2 萬 | 0.64% | −967−1.6% | 減碼 |
| Trifecta Capital Advisors, LLC | 59,570 | $980.4 萬 | 1.52% | +1,422+2.4% | 加碼 |
| Montag A & Associates Inc | 59,539 | $979.8 萬 | 0.46% | −2,638−4.2% | 減碼 |
| Ballentine Partners, LLC | 59,337 | $976.5 萬 | 0.14% | +110.0% | 加碼 |