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 2,745 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 3 季 13F 持有人
Morgan Stanley 在 2021/9/30 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
- 1,592
- 較 2021 年第 2 季 +63 家
- 持有股數
- 15.3 億
- 較 2021 年第 2 季 −3,712 萬 (−2.4%)
- 總市值
- $1,488 億
- 較 2021 年第 2 季 +$52.4 億 (+3.7%)
- 新進機構
- 138
- 另有 555 家加碼
- 清倉機構
- 75
- 另有 660 家減碼
另有 21 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 | 2,745 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 2,678 | $27.5 萬 | 0.22% | +5+0.2% | 加碼 |
| Financial Management Professionals, Inc. | 2,834 | $27.6 萬 | 0.06% | +158+5.9% | 加碼 |
| Norway Savings Bank | 2,852 | $27.8 萬 | 0.13% | −105−3.6% | 減碼 |
| Atlas Capital Advisors LLC | 2,864 | $27.9 萬 | 0.04% | +150+5.5% | 加碼 |
| Leisure Capital Management | 2,871 | $27.9 萬 | 0.15% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,878 | $28.0 萬 | 0.02% | +563+24.3% | 加碼 |
| Five Oceans Advisors | 2,877 | $28.0 萬 | 0.32% | +2,877 | 新進 |
| Wimmer Associates 1, LLC | 2,892 | $28.1 萬 | 0.17% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 2,897 | $28.2 萬 | 0.03% | −9,399−76.4% | 減碼 |
| Tradition Wealth Management, LLC | 2,902 | $28.2 萬 | 0.04% | +1,886+185.6% | 加碼 |
| Global Trust Asset Management, LLC | 2,900 | $28.2 萬 | 0.13% | +2,900 | 新進 |
| Farmers National Bank | 4,122 | $28.2 萬 | 0.11% | +4,122 | 新進 |
| Ridgewood Investments LLC | 2,911 | $28.3 萬 | 0.19% | −2,922−50.1% | 減碼 |
| Associated Banc-Corp | 2,920 | $28.4 萬 | 0.01% | −281−8.8% | 減碼 |
| Hall Capital Management Co Inc | 2,934 | $28.6 萬 | 0.18% | −5−0.2% | 減碼 |
| Royal Fund Management, LLC | 2,944 | $28.6 萬 | 0.05% | +2,944 | 新進 |
| McLean Asset Management Corp | 2,792 | $28.9 萬 | 0.11% | +256+10.1% | 加碼 |
| Ssi Investment Management LLC | 2,966 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Spirit of America Management Corp | 3,000 | $29.2 萬 | 0.06% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,000 | $29.2 萬 | 0.25% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 3,000 | $29.2 萬 | 0.16% | +3,000 | 新進 |
| Janney Capital Management LLC | 3,023 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 3,024 | $29.4 萬 | 0.01% | +67+2.3% | 加碼 |
| Arete Wealth Advisors, LLC | 3,479 | $29.6 萬 | 0.03% | −116−3.2% | 減碼 |
| Sunbelt Securities, Inc. | 3,255 | $29.7 萬 | 0.05% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 3,049 | $29.7 萬 | 0.04% | +3,049 | 新進 |
| Choate Investment Advisors | 3,060 | $29.8 萬 | 0.02% | −275−8.2% | 減碼 |
| Private Asset Management Inc | 3,082 | $30.0 萬 | 0.04% | 00.0% | 不變 |
| Golden Green, Inc. | 3,118 | $30.3 萬 | 0.24% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 3,101 | $30.3 萬 | 0.18% | +1,480+91.3% | 加碼 |
| Ameritas Investment Company, LLC | 3,121 | $30.4 萬 | 0.01% | +2,553+449.5% | 加碼 |
| TrinityPoint Wealth, LLC | 3,127 | $30.4 萬 | 0.06% | +317+11.3% | 加碼 |
| Chicago Trust Co NA | 3,135 | $30.5 萬 | 0.07% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 3,140 | $30.6 萬 | 0.01% | −3,562−53.1% | 減碼 |
| Bartlett & Co. LLC | 3,140 | $30.6 萬 | 0.01% | −3,562−53.1% | 減碼 |
| Americana Partners, LLC | 3,147 | $30.6 萬 | 0.07% | +3,147 | 新進 |
| Jones Financial Companies LLLP | 3,159 | $30.7 萬 | 0.00% | −39−1.2% | 減碼 |
| JGP Wealth Management, LLC | 3,157 | $30.7 萬 | 0.07% | 00.0% | 不變 |
| JT Stratford LLC | 3,165 | $30.8 萬 | 0.09% | −17−0.5% | 減碼 |
| Gradient Investments LLC | 3,162 | $30.8 萬 | 0.01% | +380+13.7% | 加碼 |
| SkyView Investment Advisors, LLC | 3,166 | $30.8 萬 | 0.09% | −104−3.2% | 減碼 |
| E Fund Management Co., Ltd. | 3,162 | $30.8 萬 | 0.01% | +3,162 | 新進 |
| Harvest Fund Management Co., Ltd | 3,186 | $30.9 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 3,178 | $30.9 萬 | 0.01% | +135+4.4% | 加碼 |
| State of Wyoming | 3,191 | $31.1 萬 | 0.20% | −1,100−25.6% | 減碼 |
| Icon Wealth Partners, LLC | 3,194 | $31.1 萬 | 0.03% | −1,063−25.0% | 減碼 |
| NBT Bank N A | 3,203 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 3,202 | $31.2 萬 | 0.12% | +225+7.6% | 加碼 |
| Advus Financial Partners, LLC | 3,181 | $31.2 萬 | 0.17% | +3,181 | 新進 |
| Boenning & Scattergood, Inc. | 3,242 | $31.5 萬 | 0.06% | −40−1.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 3,247 | $31.6 萬 | 0.12% | −7−0.2% | 減碼 |
| Emfo, LLC | 3,250 | $31.6 萬 | 0.28% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 3,250 | $31.6 萬 | 0.01% | +750+30.0% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 3,262 | $31.7 萬 | 0.02% | −15−0.5% | 減碼 |
| Mid Atlantic Financial Management Inc | 3,271 | $31.8 萬 | 0.02% | −33−1.0% | 減碼 |
| Bremer Bank National Association | 3,269 | $31.9 萬 | 0.06% | +420+14.7% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 3,300 | $32.1 萬 | 0.17% | +200+6.5% | 加碼 |
| Twin Focus Capital Partners, LLC | 3,311 | $32.2 萬 | 0.08% | +9+0.3% | 加碼 |
| Botty Investors LLC | 3,311 | $32.2 萬 | 0.10% | +3,311 | 新進 |
| Graypoint LLC | 3,316 | $32.3 萬 | 0.04% | −244−6.9% | 減碼 |
| Bragg Financial Advisors, Inc | 3,329 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 3,367 | $32.7 萬 | 0.00% | +164+5.1% | 加碼 |
| Summit Financial, LLC | 3,435 | $33.4 萬 | 0.03% | +3,435 | 新進 |
| Integrated Investment Consultants, LLC | 3,438 | $33.5 萬 | 0.10% | +275+8.7% | 加碼 |
| King Wealth | 3,445 | $33.5 萬 | 0.07% | +3,445 | 新進 |
| Foundations Investment Advisors, LLC | 3,387 | $33.6 萬 | 0.01% | −1,863−35.5% | 減碼 |
| Zacks Investment Management | 3,452 | $33.6 萬 | 0.01% | +3,452 | 新進 |
| Round Table Services, LLC | 3,470 | $33.8 萬 | 0.07% | +370+11.9% | 加碼 |
| Heritage Wealth Advisors | 3,504 | $34.1 萬 | 0.02% | +4+0.1% | 加碼 |
| Red Cedar Capital, LLC | 3,500 | $34.1 萬 | 0.21% | 00.0% | 不變 |
| York Capital Management Global Advisors, LLC | 3,513 | $34.2 萬 | 0.04% | −40,835−92.1% | 減碼 |
| SOL Capital Management CO | 3,520 | $34.3 萬 | 0.07% | 00.0% | 不變 |
| Pflug Koory, LLC | 3,560 | $34.6 萬 | 0.19% | 00.0% | 不變 |
| CNB Bank | 3,582 | $34.9 萬 | 0.21% | −294−7.6% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 3,600 | $35.0 萬 | 0.20% | 00.0% | 不變 |
| Marathon Capital Management | 3,587 | $35.0 萬 | 0.08% | −7−0.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,596 | $35.0 萬 | 0.08% | +896+33.2% | 加碼 |
| Highland Capital Management, LLC | 3,600 | $35.0 萬 | 0.02% | +3,600 | 新進 |
| Tiedemann Advisors, LLC | 3,621 | $35.2 萬 | 0.02% | −50−1.4% | 減碼 |
| B. Riley Wealth Management, Inc. | 3,617 | $35.2 萬 | 0.03% | +3,617 | 新進 |
| Johanson Financial Advisors, Inc. | 3,616 | $35.2 萬 | 0.12% | +3,616 | 新進 |
| Pineno Levin & Ford Asset Management, Inc. | 3,630 | $35.3 萬 | 0.11% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 3,651 | $35.5 萬 | 0.03% | −823−18.4% | 減碼 |
| Berkshire Bank | 3,654 | $35.6 萬 | 0.09% | −61−1.6% | 減碼 |
| MCF Advisors LLC | 3,661 | $35.6 萬 | 0.04% | +98+2.8% | 加碼 |
| Kaizen Financial Strategies | 3,685 | $35.9 萬 | 0.29% | +3,685 | 新進 |
| Laurel Wealth Advisors, Inc. | 3,704 | $36.0 萬 | 0.07% | −101−2.7% | 減碼 |
| Jarislowsky, Fraser Ltd | 3,700 | $36.0 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 3,698 | $36.0 萬 | 0.02% | +10.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,695 | $36.0 萬 | 0.02% | +283+8.3% | 加碼 |
| HYA Advisors, Inc | 3,712 | $36.1 萬 | 0.15% | +13+0.4% | 加碼 |
| Pinnacle Family Advisors, LLC | 3,707 | $36.1 萬 | 0.16% | +46+1.3% | 加碼 |
| Lebenthal Global Advisors, LLC | 3,724 | $36.2 萬 | 0.23% | −69−1.8% | 減碼 |
| Buffington Mohr McNeal | 3,750 | $36.5 萬 | 0.07% | 00.0% | 不變 |
| Overbrook Management Corp | 3,764 | $36.6 萬 | 0.08% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 3,767 | $36.7 萬 | 0.00% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 3,770 | $36.7 萬 | 0.02% | +500+15.3% | 加碼 |
| Trustmark National Bank Trust Department | 3,790 | $36.9 萬 | 0.03% | −1,161−23.4% | 減碼 |
| Little House Capital LLC | 3,835 | $37.3 萬 | 0.22% | −1,392−26.6% | 減碼 |
| CPWM, LLC | 3,831 | $37.3 萬 | 0.03% | −22−0.6% | 減碼 |