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。
2021 年第 2 季 13F 持有人
Morgan Stanley 在 2021/6/30 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
- 1,550
- 較 2021 年第 1 季 +51 家
- 持有股數
- 15.7 億
- 較 2021 年第 1 季 −1,578 萬 (−1.0%)
- 總市值
- $1,437 億
- 較 2021 年第 1 季 +$207.4 億 (+16.9%)
- 新進機構
- 146
- 另有 585 家加碼
- 清倉機構
- 95
- 另有 609 家減碼
另有 17 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pacitti Group Inc. | 4,612 | $42.2 萬 | 0.25% | +289+6.7% | 加碼 |
| First Citizens Financial Corp | 4,577 | $42.0 萬 | 0.32% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 4,578 | $42.0 萬 | 0.01% | +338+8.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,564 | $41.8 萬 | 0.05% | −2,141−31.9% | 減碼 |
| Pinnacle Financial Partners Inc | 4,537 | $41.6 萬 | 0.02% | +168+3.8% | 加碼 |
| Pinnacle Wealth Advisors | 4,537 | $41.6 萬 | 0.02% | +4,537 | 新進 |
| WESPAC Advisors, LLC | 4,499 | $41.3 萬 | 0.79% | −3,760−45.5% | 減碼 |
| Summit Trail Advisors, LLC | 4,474 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 4,432 | $40.6 萬 | 0.10% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 4,416 | $40.5 萬 | 0.10% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 4,414 | $40.5 萬 | 0.02% | +1,132+34.5% | 加碼 |
| AlphaCentric Advisors LLC | 4,413 | $40.5 萬 | 0.11% | +2,203+99.7% | 加碼 |
| Aj Wealth Strategies, LLC | 4,400 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 4,366 | $40.0 萬 | 0.20% | −10−0.2% | 減碼 |
| Tower Bridge Advisors | 4,342 | $39.8 萬 | 0.03% | +40+0.9% | 加碼 |
| Michael B. Yongue | 4,343 | $39.8 萬 | 0.29% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 4,335 | $39.7 萬 | 0.36% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 4,312 | $39.5 萬 | 0.04% | −389−8.3% | 減碼 |
| CX Institutional | 4,311 | $39.5 萬 | 0.03% | +336+8.5% | 加碼 |
| Sunflower Bank, N.A. | 4,294 | $39.4 萬 | 0.06% | +102+2.4% | 加碼 |
| State of Wyoming | 4,291 | $39.4 萬 | 0.25% | +433+11.2% | 加碼 |
| Weld Capital Management LLC | 4,281 | $39.3 萬 | 0.40% | −9,604−69.2% | 減碼 |
| HBK Sorce Advisory LLC | 4,290 | $39.3 萬 | 0.02% | +1,085+33.9% | 加碼 |
| Precision Wealth Strategies, LLC | 4,287 | $39.3 萬 | 0.34% | +4,287 | 新進 |
| Meristem Family Wealth, LLC | 4,278 | $39.2 萬 | 0.06% | +735+20.7% | 加碼 |
| Icon Wealth Partners, LLC | 4,257 | $39.0 萬 | 0.04% | −701−14.1% | 減碼 |
| Allred Capital Management, LLC | 4,240 | $38.8 萬 | 0.19% | −37−0.9% | 減碼 |
| Independent Financial Group, LLC | 4,217 | $38.7 萬 | 0.04% | +1,460+53.0% | 加碼 |
| Reliant Investment Management, LLC | 4,195 | $38.5 萬 | 0.18% | +1,080+34.7% | 加碼 |
| Independent Solutions Wealth Management, LLC | 4,169 | $38.2 萬 | 0.09% | +1,005+31.8% | 加碼 |
| Main Street Financial Solutions, LLC | 4,152 | $38.1 萬 | 0.06% | −99−2.3% | 減碼 |
| Fortem Financial Group, LLC | 4,157 | $38.1 萬 | 0.19% | +1,540+58.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,132 | $37.9 萬 | 0.09% | −10.0% | 減碼 |
| First Financial Bank - Trust Division | 4,126 | $37.8 萬 | 0.04% | −1,341−24.5% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 4,122 | $37.8 萬 | 0.07% | +21+0.5% | 加碼 |
| Perpetual Investment Management Ltd | 4,100 | $37.6 萬 | 0.05% | −1,400−25.5% | 減碼 |
| Curi Capital | 4,109 | $37.6 萬 | 0.19% | +3+0.1% | 加碼 |
| Psagot Investment House Ltd. | 4,094 | $37.5 萬 | 0.01% | −450−9.9% | 減碼 |
| ProVise Management Group, LLC | 4,089 | $37.5 萬 | 0.04% | −82−2.0% | 減碼 |
| Hoylecohen, LLC | 4,066 | $37.3 萬 | 0.04% | +20.0% | 加碼 |
| Carlson Capital Management | 4,056 | $37.2 萬 | 0.05% | 00.0% | 不變 |
| Invst, LLC | 4,079 | $37.2 萬 | 0.06% | +949+30.3% | 加碼 |
| Sage Mountain Advisors LLC | 4,054 | $37.2 萬 | 0.06% | +4,054 | 新進 |
| Kistler-Tiffany Companies, LLC | 4,046 | $37.1 萬 | 0.09% | +515+14.6% | 加碼 |
| Adirondack Trust Co | 4,038 | $37.0 萬 | 0.19% | +500+14.1% | 加碼 |
| Destination Wealth Management | 4,029 | $36.9 萬 | 0.01% | −200−4.7% | 減碼 |
| Westshore Wealth, LLC | 4,028 | $36.9 萬 | 0.19% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 4,022 | $36.9 萬 | 0.32% | +4,022 | 新進 |
| Canvas Wealth Advisors, LLC | 4,018 | $36.8 萬 | 0.17% | +663+19.8% | 加碼 |
| GHP Investment Advisors, Inc. | 4,006 | $36.7 萬 | 0.03% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 4,000 | $36.7 萬 | 0.12% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 4,000 | $36.7 萬 | 0.04% | +4,000 | 新進 |
| Apollon Wealth Management, LLC | 3,992 | $36.6 萬 | 0.07% | −443−10.0% | 減碼 |
| Strategic Wealth Management Group, LLC | 3,985 | $36.5 萬 | 0.13% | −696−14.9% | 減碼 |
| Davis R M Inc | 3,971 | $36.4 萬 | 0.01% | −28−0.7% | 減碼 |
| DRW Securities, LLC | 3,967 | $36.4 萬 | 0.05% | +3,967 | 新進 |
| Advisor Resource Council | 3,976 | $36.4 萬 | 0.04% | +3,976 | 新進 |
| Calton & Associates, Inc. | 3,934 | $36.1 萬 | 0.07% | −102−2.5% | 減碼 |
| Evergreen Capital Management LLC | 3,930 | $36.0 萬 | 0.02% | +627+19.0% | 加碼 |
| Altus Wealth Group LLC | 3,900 | $35.7 萬 | 0.35% | −28−0.7% | 減碼 |
| Game Creek Capital, LP | 3,875 | $35.5 萬 | 0.19% | −2,745−41.5% | 減碼 |
| Kovack Advisors, Inc. | 3,867 | $35.5 萬 | 0.04% | −844−17.9% | 減碼 |
| CNB Bank | 3,876 | $35.5 萬 | 0.22% | +76+2.0% | 加碼 |
| Centric Wealth Management | 3,876 | $35.5 萬 | 0.12% | +1,011+35.3% | 加碼 |
| CPWM, LLC | 3,853 | $35.3 萬 | 0.03% | +415+12.1% | 加碼 |
| Waterfront Wealth Inc. | 3,843 | $35.2 萬 | 0.17% | +39+1.0% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 3,823 | $35.1 萬 | 0.08% | +85+2.3% | 加碼 |
| Grandfield & Dodd, LLC | 3,784 | $35.0 萬 | 0.02% | −100−2.6% | 減碼 |
| NorthRock Partners, LLC | 3,814 | $35.0 萬 | 0.03% | +912+31.4% | 加碼 |
| Essex Financial Services, Inc. | 4,498 | $34.9 萬 | 0.05% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 3,805 | $34.9 萬 | 0.09% | +103+2.8% | 加碼 |
| First Midwest Bank Trust Division | 3,801 | $34.8 萬 | 0.05% | −330−8.0% | 減碼 |
| Cozad Asset Management Inc | 3,800 | $34.8 萬 | 0.05% | +527+16.1% | 加碼 |
| Laurel Wealth Advisors, Inc. | 3,805 | $34.8 萬 | 0.05% | +619+19.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 3,793 | $34.7 萬 | 0.19% | −162−4.1% | 減碼 |
| Cohen & Steers, Inc. | 3,767 | $34.5 萬 | 0.00% | −861−18.6% | 減碼 |
| Overbrook Management Corp | 3,764 | $34.5 萬 | 0.07% | 00.0% | 不變 |
| Buffington Mohr McNeal | 3,750 | $34.4 萬 | 0.07% | −400−9.6% | 減碼 |
| Berkshire Bank | 3,715 | $34.0 萬 | 0.08% | +40+1.1% | 加碼 |
| HYA Advisors, Inc | 3,699 | $33.9 萬 | 0.14% | +8+0.2% | 加碼 |
| NewEdge Wealth, LLC | 3,697 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Jarislowsky, Fraser Ltd | 3,700 | $33.9 萬 | 0.00% | +3,700 | 新進 |
| Stelac Advisory Services LLC | 3,670 | $33.7 萬 | 0.08% | +3,670 | 新進 |
| Tiedemann Advisors, LLC | 3,671 | $33.6 萬 | 0.01% | −3,042−45.3% | 減碼 |
| Pinnacle Family Advisors, LLC | 3,661 | $33.6 萬 | 0.15% | +286+8.5% | 加碼 |
| Pineno Levin & Ford Asset Management, Inc. | 3,630 | $33.3 萬 | 0.11% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 3,621 | $33.2 萬 | 0.17% | 00.0% | 不變 |
| Beirne Wealth Consulting Services, LLC | 3,600 | $33.1 萬 | 0.18% | 00.0% | 不變 |
| Marathon Capital Management | 3,594 | $32.9 萬 | 0.08% | −84−2.3% | 減碼 |
| Meitav Dash Investments Ltd | 3,620 | $32.9 萬 | 0.01% | +270+8.1% | 加碼 |
| Berger Financial Group, Inc | 3,592 | $32.8 萬 | 0.06% | +189+5.6% | 加碼 |
| MCF Advisors LLC | 3,563 | $32.7 萬 | 0.03% | +182+5.4% | 加碼 |
| Pflug Koory, LLC | 3,560 | $32.6 萬 | 0.17% | 00.0% | 不變 |
| Graypoint LLC | 3,560 | $32.6 萬 | 0.04% | +236+7.1% | 加碼 |
| SOL Capital Management CO | 3,520 | $32.3 萬 | 0.06% | −136−3.7% | 減碼 |
| Jump Financial, LLC | 3,521 | $32.2 萬 | 0.03% | −4,824−57.8% | 減碼 |
| Red Cedar Capital, LLC | 3,500 | $32.1 萬 | 0.20% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,500 | $32.1 萬 | 0.02% | −497−12.4% | 減碼 |
| Wealthspire Advisors, LLC | 3,434 | $31.5 萬 | 0.01% | −30,418−89.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,412 | $31.3 萬 | 0.02% | −863−20.2% | 減碼 |