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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 59,293 | $975.8 萬 | 0.02% | +1,743+3.0% | 加碼 |
| Iowa State Bank | 59,071 | $972.1 萬 | 1.79% | −531−0.9% | 減碼 |
| GLOBALT Investments LLC | 59,057 | $971.9 萬 | 0.35% | −2,082−3.4% | 減碼 |
| Tradewinds, LLC. | 50,997 | $969.8 萬 | 3.13% | −2,562−4.8% | 減碼 |
| Coldstream Capital Management Inc | 58,794 | $967.6 萬 | 0.12% | −9,512−13.9% | 減碼 |
| Aquatic Capital Management LLC | 58,592 | $964.2 萬 | 0.28% | +26,325+81.6% | 加碼 |
| NatWest Group plc | 58,275 | $959.0 萬 | 2.07% | −11,231−16.2% | 減碼 |
| CAPROCK Group, Inc. | 58,264 | $958.9 萬 | 0.23% | +39+0.1% | 加碼 |
| Intact Investment Management Inc. | 58,100 | $956.2 萬 | 0.27% | −400−0.7% | 減碼 |
| Oppenheimer & Co Inc | 57,828 | $951.7 萬 | 0.12% | −19,513−25.2% | 減碼 |
| BW Gestao de Investimentos Ltda. | 57,756 | $950.5 萬 | 0.42% | +10,811+23.0% | 加碼 |
| Nordwand Advisors, LLC | 57,644 | $948.6 萬 | 1.66% | +300+0.5% | 加碼 |
| Prana Capital Management, LP | 57,609 | $948.1 萬 | 0.29% | +57,609 | 新進 |
| DuPont Capital Management Corp | 57,317 | $943.3 萬 | 1.07% | −20,317−26.2% | 減碼 |
| Advocate Group LLC | 57,172 | $940.9 萬 | 1.47% | −4,112−6.7% | 減碼 |
| Maryland State Retirement & Pension System | 57,043 | $938.8 萬 | 0.19% | −369−0.6% | 減碼 |
| Loomis Sayles & Co L P | 56,723 | $933.5 萬 | 0.01% | +2,570+4.7% | 加碼 |
| Parallel Advisors, LLC | 56,428 | $928.7 萬 | 0.17% | +638+1.1% | 加碼 |
| RSM US Wealth Management LLC | 56,131 | $923.7 萬 | 0.11% | +2,829+5.3% | 加碼 |
| New Mexico Educational Retirement Board | 56,110 | $923.4 萬 | 0.28% | 00.0% | 不變 |
| FJ Capital Management LLC | 56,089 | $923.1 萬 | 1.04% | −18,670−25.0% | 減碼 |
| Becker Capital Management Inc | 55,746 | $917.4 萬 | 0.27% | −116−0.2% | 減碼 |
| Old Second National Bank of Aurora | 55,551 | $914.2 萬 | 1.89% | +2,791+5.3% | 加碼 |
| Equitable Holdings, Inc. | 51,696 | $912.9 萬 | 0.06% | +19,604+61.1% | 加碼 |
| DCM Advisors, LLC | 61,023 | $904.2 萬 | 4.11% | −6,886−10.1% | 減碼 |
| Polar Capital Holdings Plc | 54,810 | $902.0 萬 | 0.04% | −12,722−18.8% | 減碼 |
| ING Groep NV | 54,640 | $899.2 萬 | 0.05% | −2,212−3.9% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 53,799 | $885.4 萬 | 0.52% | +53,799 | 新進 |
| Groupe la Francaise | 53,631 | $882.7 萬 | 0.12% | +2,453+4.8% | 加碼 |
| Change Path, LLC | 52,743 | $868.0 萬 | 0.20% | +18,252+52.9% | 加碼 |
| Siemens Fonds Invest GmbH | 52,511 | $864.2 萬 | 0.50% | −689−1.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 60,912 | $856.7 萬 | 0.16% | −29,098−32.3% | 減碼 |
| SevenBridge Financial Group, LLC | 44,661 | $853.2 萬 | 1.34% | +1,201+2.8% | 加碼 |
| Vise Technologies, Inc. | 47,986 | $851.9 萬 | 0.17% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 51,630 | $849.7 萬 | 0.58% | +1,095+2.2% | 加碼 |
| Private Wealth Partners, LLC | 51,336 | $844.8 萬 | 0.65% | −462−0.9% | 減碼 |
| Consolidated Investment Group LLC | 51,040 | $840.0 萬 | 0.91% | +1,825+3.7% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 51,021 | $839.7 萬 | 1.99% | −187−0.4% | 減碼 |
| Diversified Trust Co | 50,992 | $839.2 萬 | 0.16% | +120+0.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 50,968 | $838.8 萬 | 0.22% | +5,072+11.1% | 加碼 |
| First National Trust Co | 50,742 | $835.1 萬 | 0.28% | +1,215+2.5% | 加碼 |
| Independent Advisor Alliance | 50,622 | $833.1 萬 | 0.09% | +11,876+30.7% | 加碼 |
| Worm Capital, LLC | 48,922 | $805.1 萬 | 6.17% | +2,064+4.4% | 加碼 |
| Sarasin & Partners LLP | 48,495 | $798.1 萬 | 0.10% | +876+1.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 48,358 | $795.8 萬 | 0.18% | +1,922+4.1% | 加碼 |
| United Capital Financial Advisers, LLC | 48,236 | $793.8 萬 | 0.05% | +296+0.6% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 47,726 | $785.4 萬 | 0.36% | +203+0.4% | 加碼 |
| Joel Isaacson & Co., LLC | 47,621 | $783.7 萬 | 0.26% | −988−2.0% | 減碼 |
| Aureus Asset Management, LLC | 47,126 | $775.5 萬 | 0.52% | −9,831−17.3% | 減碼 |
| Hoey Investments, Inc | 47,031 | $774.0 萬 | 1.14% | +1,179+2.6% | 加碼 |
| Principal Securities, Inc. | 46,954 | $772.7 萬 | 0.11% | +2,404+5.4% | 加碼 |
| EP Wealth Advisors, LLC | 46,909 | $772.0 萬 | 0.04% | +2,854+6.5% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 46,843 | $770.9 萬 | 0.19% | −869−1.8% | 減碼 |
| Sit Investment Associates Inc | 46,370 | $763.1 萬 | 0.15% | +25,065+117.6% | 加碼 |
| Cunning Capital Partners, LP | 45,796 | $753.7 萬 | 3.83% | 00.0% | 不變 |
| Skopos Labs, Inc. | 45,775 | $753.3 萬 | 0.24% | +11,488+33.5% | 加碼 |
| Plato Investment Management Ltd | 45,493 | $749.1 萬 | 0.50% | +6,477+16.6% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 45,431 | $747.7 萬 | 1.09% | −1,772−3.8% | 減碼 |
| Elk River Wealth Management, LLC | 45,424 | $747.5 萬 | 1.24% | −1,880−4.0% | 減碼 |
| Gotham Asset Management, LLC | 45,234 | $744.4 萬 | 0.02% | +328+0.7% | 加碼 |
| Principal Street Partners, LLC | 45,088 | $742.0 萬 | 1.21% | −5,198−10.3% | 減碼 |
| White Pine Investment CO | 44,966 | $740.0 萬 | 1.72% | −6,369−12.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 44,887 | $738.7 萬 | 0.04% | −66,928−59.9% | 減碼 |
| Sienna Gestion | 46,245 | $737.8 萬 | 0.48% | +46,245 | 新進 |
| Xcel Wealth Management, LLC | 44,745 | $736.4 萬 | 2.05% | −4,315−8.8% | 減碼 |
| Occidental Asset Management, LLC | 44,436 | $731.3 萬 | 0.87% | +826+1.9% | 加碼 |
| Metis Global Partners, LLC | 44,302 | $729.1 萬 | 0.18% | −4,877−9.9% | 減碼 |
| Savant Capital, LLC | 44,108 | $725.9 萬 | 0.04% | +7,368+20.1% | 加碼 |
| Greystone Financial Group, LLC | 44,070 | $725.3 萬 | 2.05% | −36,515−45.3% | 減碼 |
| Inspire Trust Co, N.A. | 44,000 | $724.1 萬 | 1.12% | +7,981+22.2% | 加碼 |
| Trajan Wealth LLC | 43,998 | $724.1 萬 | 0.31% | +1,620+3.8% | 加碼 |
| Saudi Central Bank | 43,823 | $721.2 萬 | 0.15% | +43,823 | 新進 |
| Cercano Management LLC | 43,762 | $720.2 萬 | 0.31% | +40,950+1,456.3% | 加碼 |
| Hudson Valley Investment Advisors Inc | 43,748 | $720.0 萬 | 0.93% | −8,640−16.5% | 減碼 |
| Fundamentun, LLC | 43,669 | $718.7 萬 | 0.29% | −8,457−16.2% | 減碼 |
| Perigon Wealth Management, LLC | 43,544 | $716.6 萬 | 0.13% | +934+2.2% | 加碼 |
| Stenger Family Office, LLC | 43,495 | $715.8 萬 | 1.30% | +1,840+4.4% | 加碼 |
| La Banque Postale Asset Management SA | 43,138 | $709.9 萬 | 0.10% | −63,742−59.6% | 減碼 |
| Horizon Investments, LLC | 43,217 | $707.4 萬 | 0.08% | +236+0.5% | 加碼 |
| Madison Asset Management, LLC | 42,790 | $704.2 萬 | 0.09% | −58,318−57.7% | 減碼 |
| Hennessy Advisors Inc | 42,700 | $702.7 萬 | 0.25% | −4,300−9.1% | 減碼 |
| Socorro Asset Management LP | 42,673 | $702.3 萬 | 3.18% | −20,562−32.5% | 減碼 |
| Summit Financial, LLC | 42,501 | $699.4 萬 | 0.09% | −2,667−5.9% | 減碼 |
| First Citizens Bank & Trust Co | 42,430 | $698.3 萬 | 0.15% | +28,656+208.0% | 加碼 |
| Nomura Holdings Inc | 42,396 | $697.7 萬 | 0.06% | −49,536−53.9% | 減碼 |
| SRS Capital Advisors, Inc. | 42,271 | $695.7 萬 | 0.20% | +9,688+29.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 42,201 | $694.5 萬 | 0.25% | +1,657+4.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 42,133 | $693.4 萬 | 0.21% | −1,421−3.3% | 減碼 |
| Greenwood Capital Associates LLC | 41,992 | $691.1 萬 | 0.76% | −13,814−24.8% | 減碼 |
| SkyOak Wealth, LLC | 41,878 | $689.2 萬 | 1.26% | −153−0.4% | 減碼 |
| Brentview Investment Management LLC | 41,800 | $687.9 萬 | 2.97% | +1,723+4.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 41,775 | $687.5 萬 | 1.08% | +1,316+3.3% | 加碼 |
| LMCG Investments, LLC | 41,702 | $686.3 萬 | 0.41% | −37,062−47.1% | 減碼 |
| Canada Post Corp Registered Pension Plan | 41,540 | $683.6 萬 | 0.27% | −1,365−3.2% | 減碼 |
| City Holding Co | 41,498 | $682.9 萬 | 0.85% | −932−2.2% | 減碼 |
| Polar Asset Management Partners Inc. | 41,495 | $682.9 萬 | 0.16% | −23,605−36.3% | 減碼 |
| Quantbot Technologies LP | 41,300 | $679.7 萬 | 0.28% | +33,563+433.8% | 加碼 |
| K.J. Harrison & Partners Inc | 40,731 | $670.3 萬 | 1.10% | +13,022+47.0% | 加碼 |
| Sowell Financial Services LLC | 40,467 | $666.0 萬 | 0.25% | +9,671+31.4% | 加碼 |
| Ritholtz Wealth Management | 40,200 | $661.6 萬 | 0.11% | +1,848+4.8% | 加碼 |