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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 40,117 | $660.2 萬 | 0.17% | −2,200−5.2% | 減碼 |
| Geremia Financial Services, LLC | 40,000 | $658.3 萬 | 5.36% | +40,000 | 新進 |
| Stokes Capital Advisors, LLC | 39,573 | $651.3 萬 | 1.46% | +19,378+96.0% | 加碼 |
| Capital Investment Counsel, LLC | 39,314 | $647.0 萬 | 0.89% | +1,779+4.7% | 加碼 |
| Stolper Co | 17,442 | $645.7 萬 | 2.13% | −7,402−29.8% | 減碼 |
| Linscomb & Williams, Inc. | 39,121 | $643.8 萬 | 0.29% | −10,267−20.8% | 減碼 |
| Morangie Management LLC | 38,783 | $638.2 萬 | 5.87% | +1,734+4.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 38,756 | $637.8 萬 | 0.03% | +13,699+54.7% | 加碼 |
| V-Square Quantitative Management LLC | 38,710 | $637.1 萬 | 0.67% | −315−0.8% | 減碼 |
| Sciencast Management LP | 38,646 | $636.0 萬 | 0.81% | +5,727+17.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 38,496 | $633.5 萬 | 0.10% | −98−0.3% | 減碼 |
| Quadrant Capital Group LLC | 38,460 | $632.9 萬 | 0.19% | +114+0.3% | 加碼 |
| Van Eck Associates Corp | 38,457 | $632.9 萬 | 0.00% | −4,377−10.2% | 減碼 |
| Graham Capital Management, L.P. | 38,133 | $627.6 萬 | 0.21% | +38,133 | 新進 |
| Frank, Rimerman Advisors LLC | 38,048 | $626.2 萬 | 0.41% | +45+0.1% | 加碼 |
| Cypress Financial Planning LLC | 37,745 | $621.2 萬 | 1.73% | +24+0.1% | 加碼 |
| Advisory Services Network, LLC | 37,320 | $614.2 萬 | 0.08% | +323+0.9% | 加碼 |
| Simon Quick Advisors, LLC | 37,126 | $611.0 萬 | 0.28% | +2,143+6.1% | 加碼 |
| Algert Global LLC | 36,914 | $607.5 萬 | 0.09% | +36,914 | 新進 |
| Callan Family Office, LLC | 36,672 | $603.5 萬 | 0.14% | −2,498−6.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 36,432 | $599.6 萬 | 0.19% | +2,534+7.5% | 加碼 |
| Clearstead Advisors, LLC | 36,410 | $599.2 萬 | 0.05% | −4,946−12.0% | 減碼 |
| Caisse des Depots Et Consignations | 36,371 | $598.6 萬 | 0.10% | −2,307−6.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 35,982 | $592.2 萬 | 0.25% | +208+0.6% | 加碼 |
| Stock Yards Bank & Trust Co | 35,686 | $587.3 萬 | 0.18% | −1,195−3.2% | 減碼 |
| Brasada Capital Management, LP | 35,100 | $584.6 萬 | 1.07% | +61+0.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 35,272 | $580.5 萬 | 0.20% | −1,277−3.5% | 減碼 |
| GAMMA Investing LLC | 35,107 | $577.8 萬 | 0.27% | +2,013+6.1% | 加碼 |
| Cary Street Partners Financial LLC | 34,993 | $575.9 萬 | 0.14% | −2,515−6.7% | 減碼 |
| Brown Brothers Harriman & Co | 34,887 | $574.1 萬 | 0.03% | +6,095+21.2% | 加碼 |
| Sandy Cove Advisors, LLC | 34,799 | $572.7 萬 | 1.71% | +44+0.1% | 加碼 |
| Cresset Asset Management, LLC | 34,688 | $570.9 萬 | 0.02% | +2,443+7.6% | 加碼 |
| Carret Asset Management, LLC | 34,481 | $567.5 萬 | 0.56% | +150.0% | 加碼 |
| Bleakley Financial Group, LLC | 34,425 | $566.5 萬 | 0.09% | +873+2.6% | 加碼 |
| S&CO Inc | 34,302 | $564.5 萬 | 0.35% | −840−2.4% | 減碼 |
| Summit Trail Advisors, LLC | 34,212 | $563.0 萬 | 0.08% | +9,562+38.8% | 加碼 |
| NBC Securities, Inc. | 34,184 | $562.6 萬 | 0.42% | −1,800−5.0% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 34,174 | $562.4 萬 | 0.29% | +3,000+9.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 34,061 | $560.5 萬 | 0.41% | +115+0.3% | 加碼 |
| Highland Capital Management, LLC | 34,040 | $560.2 萬 | 0.30% | −370−1.1% | 減碼 |
| EFG International AG | 33,943 | $558.5 萬 | 0.12% | +4,033+13.5% | 加碼 |
| Fidelis Capital Partners, LLC | 33,905 | $558.0 萬 | 0.40% | +3,423+11.2% | 加碼 |
| Hillsdale Investment Management Inc. | 33,720 | $554.9 萬 | 0.15% | +11,210+49.8% | 加碼 |
| Diamond Hill Capital Management Inc | 33,691 | $554.5 萬 | 0.03% | −66,731−66.5% | 減碼 |
| Integrated Wealth Concepts LLC | 33,688 | $554.4 萬 | 0.04% | +12,252+57.2% | 加碼 |
| Financial Advisory Partners, LLC | 33,414 | $549.9 萬 | 1.55% | −649−1.9% | 減碼 |
| Adell Harriman & Carpenter Inc | 33,367 | $549.1 萬 | 0.34% | +160+0.5% | 加碼 |
| North Dakota State Investment Board | 33,363 | $549.1 萬 | 0.24% | −6,079−15.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 33,121 | $545.1 萬 | 0.07% | −979−2.9% | 減碼 |
| South State Corp. | 33,004 | $543.1 萬 | 0.25% | +1,127+3.5% | 加碼 |
| Union Heritage Capital, LLC | 32,814 | $540.0 萬 | 2.01% | 00.0% | 不變 |
| RNC Capital Management LLC | 32,667 | $537.6 萬 | 0.24% | −169−0.5% | 減碼 |
| Securian Asset Management, Inc | 32,637 | $537.1 萬 | 0.21% | −207−0.6% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 32,636 | $537.1 萬 | 0.26% | −523,992−94.1% | 減碼 |
| Hamilton Capital Partners Inc. | 32,483 | $534.6 萬 | 0.18% | −1,083−3.2% | 減碼 |
| Scholtz & Company, LLC | 32,427 | $533.7 萬 | 2.73% | +208+0.6% | 加碼 |
| Everence Capital Management Inc | 32,291 | $531.4 萬 | 0.32% | 00.0% | 不變 |
| Sigma Planning Corp | 32,155 | $529.2 萬 | 0.15% | +130.0% | 加碼 |
| CoreCap Advisors, LLC | 32,081 | $528.0 萬 | 0.18% | +467+1.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 32,036 | $527.2 萬 | 0.06% | −1,833−5.4% | 減碼 |
| Salem Investment Counselors Inc | 31,466 | $517.8 萬 | 0.15% | +561+1.8% | 加碼 |
| Capital Asset Advisory Services LLC | 26,848 | $512.0 萬 | 0.20% | +2,277+9.3% | 加碼 |
| Core Alternative Capital | 31,074 | $511.4 萬 | 1.51% | −2,202−6.6% | 減碼 |
| Meeder Advisory Services, Inc. | 31,032 | $510.7 萬 | 0.21% | +737+2.4% | 加碼 |
| Bright Rock Capital Management, LLC | 31,000 | $510.2 萬 | 1.01% | +15,000+93.8% | 加碼 |
| Vertrix Wealth Management, LLC | 30,880 | $508.2 萬 | 1.87% | +30,880 | 新進 |
| Torray LLC | 30,832 | $507.4 萬 | 0.74% | −306−1.0% | 減碼 |
| Glass Wealth Management Co LLC | 30,819 | $507.2 萬 | 1.97% | +850+2.8% | 加碼 |
| Sculati Wealth Management, LLC | 30,797 | $506.8 萬 | 1.87% | −349−1.1% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 30,752 | $506.1 萬 | 0.02% | +30,752 | 新進 |
| Financial Advisory Service, Inc. | 30,482 | $501.6 萬 | 0.31% | +1,310+4.5% | 加碼 |
| HCR Wealth Advisors | 30,423 | $500.7 萬 | 0.52% | −73−0.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $498.8 萬 | 0.34% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 30,193 | $496.9 萬 | 2.44% | −808−2.6% | 減碼 |
| Benjamin Edwards Inc | 30,007 | $493.8 萬 | 0.05% | +1,787+6.3% | 加碼 |
| Dana Investment Advisors, Inc. | 29,916 | $492.3 萬 | 0.15% | −763−2.5% | 減碼 |
| Glenview Trust Co | 29,899 | $492.0 萬 | 0.08% | −4,293−12.6% | 減碼 |
| Smith, Salley & Associates | 29,545 | $486.2 萬 | 0.24% | +1,707+6.1% | 加碼 |
| Farther Finance Advisors, LLC | 29,238 | $485.8 萬 | 0.05% | −506−1.7% | 減碼 |
| Signaturefd, LLC | 29,515 | $485.7 萬 | 0.07% | +1,235+4.4% | 加碼 |
| 1832 Asset Management L.P. | 29,361 | $483.2 萬 | 0.01% | −1,271,163−97.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 29,185 | $480.3 萬 | 0.09% | −17,638−37.7% | 減碼 |
| Commerzbank Aktiengesellschaft | 29,168 | $480.0 萬 | 0.10% | −4,904−14.4% | 減碼 |
| Mattson Financial Services, LLC | 29,166 | $480.0 萬 | 1.15% | −65−0.2% | 減碼 |
| Los Angeles Capital Management LLC | 29,154 | $479.8 萬 | 0.02% | +23,600+424.9% | 加碼 |
| Integrated Advisors Network LLC | 29,061 | $478.3 萬 | 0.25% | −16,856−36.7% | 減碼 |
| Stephens Inc | 28,832 | $474.5 萬 | 0.06% | +140+0.5% | 加碼 |
| Americana Partners, LLC | 28,673 | $471.9 萬 | 0.12% | +431+1.5% | 加碼 |
| Pensionmark Financial Group, LLC | 28,555 | $469.9 萬 | 0.08% | +417+1.5% | 加碼 |
| Amica Mutual Insurance Co | 28,530 | $469.5 萬 | 0.40% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 28,508 | $469.2 萬 | 0.08% | +143+0.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 28,459 | $468.3 萬 | 0.09% | +2,008+7.6% | 加碼 |
| Cito Capital Group, LLC | 28,455 | $468.3 萬 | 1.44% | −4,500−13.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 28,311 | $465.9 萬 | 0.57% | −8,999−24.1% | 減碼 |
| Lincluden Management Ltd | 28,279 | $465.3 萬 | 0.50% | +1,857+7.0% | 加碼 |
| Greenleaf Trust | 28,243 | $464.8 萬 | 0.05% | +680+2.5% | 加碼 |
| Capstone Investment Advisors, LLC | 28,203 | $464.1 萬 | 0.04% | +21,102+297.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 28,068 | $461.9 萬 | 0.08% | −6,736−19.4% | 減碼 |
| Northwest Bancshares, Inc. | 27,845 | $458.2 萬 | 0.91% | −537−1.9% | 減碼 |
| Meyer Handelman Co | 27,338 | $449.9 萬 | 0.14% | 00.0% | 不變 |