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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 19,501 | $320.9 萬 | 0.38% | −172−0.9% | 減碼 |
| Paradigm Asset Management Co LLC | 19,500 | $320.9 萬 | 0.75% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,390 | $319.1 萬 | 0.01% | −9,680−33.3% | 減碼 |
| Schear Investment Advisers, LLC | 19,380 | $318.9 萬 | 1.41% | +183+1.0% | 加碼 |
| Huntleigh Advisors, Inc. | 19,285 | $317.4 萬 | 0.54% | +1,953+11.3% | 加碼 |
| MainStreet Investment Advisors LLC | 19,272 | $317.2 萬 | 0.48% | −1,329−6.5% | 減碼 |
| F/M Investments LLC | 19,202 | $316.0 萬 | 0.21% | −64,994−77.2% | 減碼 |
| Graphene Investments SAS | 19,200 | $316.0 萬 | 2.12% | 00.0% | 不變 |
| Insight Inv LLC | 18,936 | $311.6 萬 | 1.71% | −30−0.2% | 減碼 |
| KCM Investment Advisors LLC | 18,858 | $310.3 萬 | 0.10% | −1,222−6.1% | 減碼 |
| Whittier Trust Co | 18,633 | $310.3 萬 | 0.04% | +1,249+7.2% | 加碼 |
| Howland Capital Management LLC | 18,641 | $306.8 萬 | 0.12% | −257−1.4% | 減碼 |
| Prudent Man Advisors, LLC | 18,625 | $306.5 萬 | 0.92% | +6,643+55.4% | 加碼 |
| Caldwell Trust Co | 18,619 | $306.4 萬 | 0.27% | −407−2.1% | 減碼 |
| AMG National Trust Bank | 18,586 | $305.9 萬 | 0.07% | +2,654+16.7% | 加碼 |
| Crestwood Advisors Group LLC | 18,571 | $305.6 萬 | 0.05% | +1,060+6.1% | 加碼 |
| Snowden Capital Advisors LLC | 18,522 | $304.8 萬 | 0.08% | +348+1.9% | 加碼 |
| Cacti Asset Management LLC | 18,500 | $304.5 萬 | 0.19% | −500−2.6% | 減碼 |
| Koshinski Asset Management, Inc. | 18,491 | $304.3 萬 | 0.19% | +564+3.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 18,486 | $304.2 萬 | 0.03% | −204−1.1% | 減碼 |
| Acropolis Investment Management, LLC | 18,439 | $303.4 萬 | 0.13% | −813−4.2% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 18,395 | $302.7 萬 | 0.31% | −7,685−29.5% | 減碼 |
| Family Management Corp | 18,347 | $301.9 萬 | 0.36% | +16,242+771.6% | 加碼 |
| Hudson Canyon Capital Management | 18,284 | $300.9 萬 | 1.84% | −101−0.5% | 減碼 |
| BNP Paribas | 18,139 | $299.3 萬 | 0.10% | −21,069−53.7% | 減碼 |
| D L Carlson Investment Group Inc | 18,176 | $299.1 萬 | 0.51% | −793−4.2% | 減碼 |
| Oak Asset Management, LLC | 18,173 | $299.1 萬 | 1.03% | +1,410+8.4% | 加碼 |
| PFG Investments, LLC | 18,162 | $298.9 萬 | 0.14% | +382+2.1% | 加碼 |
| Alphadyne Asset Management LP | 18,146 | $298.6 萬 | 0.39% | +18,146 | 新進 |
| Wealthcare Advisory Partners LLC | 18,137 | $298.5 萬 | 0.06% | +1,228+7.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 18,105 | $298.0 萬 | 0.04% | +948+5.5% | 加碼 |
| SHP Wealth Management | 18,021 | $296.6 萬 | 0.22% | −316−1.7% | 減碼 |
| Advent Capital Management | 18,000 | $296.2 萬 | 0.09% | +18,000 | 新進 |
| Strategic Advisors LLC | 17,944 | $295.3 萬 | 0.49% | +10.0% | 加碼 |
| Cookson Peirce & Co Inc | 17,944 | $295.3 萬 | 0.13% | +794+4.6% | 加碼 |
| LOM Asset Management Ltd | 17,819 | $293.2 萬 | 0.84% | +1,657+10.3% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 17,794 | $292.8 萬 | 0.87% | +397+2.3% | 加碼 |
| Hantz Financial Services, Inc. | 17,732 | $291.8 萬 | 0.04% | +15,345+642.9% | 加碼 |
| Bradley Foster & Sargent Inc | 17,585 | $289.4 萬 | 0.04% | +173+1.0% | 加碼 |
| Dynasty Wealth Management, LLC | 17,557 | $288.9 萬 | 0.03% | −84−0.5% | 減碼 |
| JPL Wealth Management, LLC | 17,514 | $288.2 萬 | 0.66% | −242−1.4% | 減碼 |
| Savvy Advisors, Inc. | 17,487 | $287.8 萬 | 0.08% | +3,722+27.0% | 加碼 |
| Wakefield Asset Management LLLP | 17,458 | $287.3 萬 | 0.76% | +3,742+27.3% | 加碼 |
| Capital Investment Counsel, Inc | 17,426 | $286.8 萬 | 0.35% | −945−5.1% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $285.1 萬 | 0.10% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 17,325 | $285.1 萬 | 0.10% | −130−0.7% | 減碼 |
| GAM Holding AG | 17,321 | $285.1 萬 | 0.25% | −8,809−33.7% | 減碼 |
| Abbot Financial Management, Inc. | 17,275 | $284.3 萬 | 1.21% | −150−0.9% | 減碼 |
| Rydar Equities, Inc. | 17,254 | $283.9 萬 | 2.20% | −273−1.6% | 減碼 |
| Intrust Bank NA | 17,238 | $283.7 萬 | 0.23% | −149−0.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 17,234 | $283.6 萬 | 0.41% | +292+1.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,164 | $282.5 萬 | 0.05% | −3,656−17.6% | 減碼 |
| Fulcrum Asset Management LLP | 17,782 | $281.6 萬 | 0.43% | +240+1.4% | 加碼 |
| Harvest Investment Advisors, LLC | 16,984 | $279.4 萬 | 1.55% | −385−2.2% | 減碼 |
| King Luther Capital Management Corp | 16,922 | $278.5 萬 | 0.01% | +444+2.7% | 加碼 |
| Somerset Trust Co | 16,838 | $277.1 萬 | 0.85% | +182+1.1% | 加碼 |
| Shaker Investments LLC | 16,805 | $276.6 萬 | 1.26% | −1,089−6.1% | 減碼 |
| IFC Advisors LLC | 16,786 | $276.2 萬 | 0.40% | +401+2.4% | 加碼 |
| BCS Private Wealth Management, Inc. | 16,781 | $276.2 萬 | 0.84% | +4,834+40.5% | 加碼 |
| Resources Investment Advisors, LLC. | 16,738 | $275.5 萬 | 0.03% | −819−4.7% | 減碼 |
| Cornerstone Planning, LLC | 16,711 | $275.3 萬 | 0.62% | −3,591−17.7% | 減碼 |
| Institute for Wealth Management, LLC. | 16,670 | $274.3 萬 | 0.29% | −48−0.3% | 減碼 |
| Granite Group Advisors, LLC | 16,261 | $273.9 萬 | 1.66% | −1,395−7.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $271.5 萬 | 0.04% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 16,481 | $271.2 萬 | 0.56% | −1,084−6.2% | 減碼 |
| NewEdge Wealth, LLC | 16,296 | $268.2 萬 | 0.03% | −10,001−38.0% | 減碼 |
| Heritage Trust Co | 16,283 | $268.0 萬 | 0.27% | −640−3.8% | 減碼 |
| Qtron Investments LLC | 16,107 | $265.1 萬 | 0.36% | +40.0% | 加碼 |
| IPG Investment Advisors LLC | 16,106 | $265.1 萬 | 0.46% | +1,597+11.0% | 加碼 |
| Talon Private Wealth, LLC | 16,081 | $264.6 萬 | 0.35% | +16,081 | 新進 |
| Checchi Capital Advisers, LLC | 16,040 | $264.0 萬 | 0.18% | +684+4.5% | 加碼 |
| Cherokee Insurance Co | 16,000 | $263.3 萬 | 1.00% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 15,832 | $263.1 萬 | 0.59% | +1,956+14.1% | 加碼 |
| BDF-Gestion | 15,938 | $262.3 萬 | 0.35% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 15,938 | $262.3 萬 | 0.07% | +651+4.3% | 加碼 |
| Parkside Financial Bank & Trust | 15,911 | $261.8 萬 | 0.20% | +17+0.1% | 加碼 |
| Evoke Wealth, LLC | 15,827 | $260.5 萬 | 0.05% | +1,203+8.2% | 加碼 |
| Mutual Advisors, LLC | 15,827 | $260.5 萬 | 0.06% | +2,225+16.4% | 加碼 |
| Wolff Wiese Magana LLC | 15,810 | $260.2 萬 | 1.44% | +445+2.9% | 加碼 |
| BOK Financial Private Wealth, Inc. | 15,791 | $259.9 萬 | 0.16% | −1,413−8.2% | 減碼 |
| P.A.W. Capital Corp | 15,875 | $259.9 萬 | 2.08% | +15,875 | 新進 |
| Aspen Grove Capital, LLC | 15,767 | $259.5 萬 | 0.50% | 00.0% | 不變 |
| J. Goldman & Co LP | 15,700 | $258.4 萬 | 0.12% | +15,700 | 新進 |
| Nicolet Bankshares Inc | 15,615 | $257.8 萬 | 0.10% | +15,615 | 新進 |
| AlTi Global, Inc. | 15,643 | $257.4 萬 | 0.06% | +455+3.0% | 加碼 |
| Consolidated Planning Corp | 15,614 | $257.0 萬 | 0.42% | +15,614 | 新進 |
| Ascent Group, LLC | 15,591 | $256.6 萬 | 0.09% | −2,383−13.3% | 減碼 |
| White Pine Capital LLC | 15,547 | $255.9 萬 | 0.70% | −75−0.5% | 減碼 |
| Texas Yale Capital Corp. | 15,515 | $255.3 萬 | 0.07% | −2,900−15.7% | 減碼 |
| Bahl & Gaynor Inc | 15,507 | $255.2 萬 | 0.01% | −72−0.5% | 減碼 |
| Aft, Forsyth & Sober, LLC | 15,500 | $255.1 萬 | 0.78% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 15,468 | $254.6 萬 | 0.20% | −356−2.2% | 減碼 |
| Alerus Financial NA | 15,463 | $254.5 萬 | 0.13% | −1,900−10.9% | 減碼 |
| Nilsine Partners, LLC | 13,365 | $254.2 萬 | 0.20% | +2,682+25.1% | 加碼 |
| Wedmont Private Capital | 14,426 | $253.9 萬 | 0.08% | +804+5.9% | 加碼 |
| William B. Walkup & Associates, Inc. | 21,752 | $253.8 萬 | 1.52% | +524+2.5% | 加碼 |
| Ronald Blue Trust, Inc. | 15,396 | $253.4 萬 | 0.03% | +1,064+7.4% | 加碼 |
| Waterfront Wealth Inc. | 15,374 | $253.0 萬 | 0.46% | +538+3.6% | 加碼 |
| Cullinan Associates Inc | 15,295 | $251.7 萬 | 0.20% | −11,449−42.8% | 減碼 |
| Evergreen Capital Management LLC | 15,292 | $251.7 萬 | 0.05% | −13,363−46.6% | 減碼 |