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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 3,847 | $37.4 萬 | 0.02% | −1,733−31.1% | 減碼 |
| Centric Wealth Management | 3,876 | $37.7 萬 | 0.14% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 3,896 | $37.9 萬 | 0.06% | +3,896 | 新進 |
| Grandfield & Dodd, LLC | 3,909 | $38.0 萬 | 0.03% | +125+3.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,907 | $38.0 萬 | 0.04% | +1,154+41.9% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,916 | $38.1 萬 | 0.09% | −500−11.3% | 減碼 |
| Altus Wealth Group LLC | 3,918 | $38.1 萬 | 0.38% | +18+0.5% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 3,923 | $38.2 萬 | 0.11% | +100+2.6% | 加碼 |
| Cornercap Investment Counsel Inc | 3,975 | $38.7 萬 | 0.04% | −12,123−75.3% | 減碼 |
| Hudock, Inc. | 3,991 | $38.8 萬 | 0.12% | +861+27.5% | 加碼 |
| Allworth Financial LP | 3,985 | $38.8 萬 | 0.01% | +1,357+51.6% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,999 | $38.9 萬 | 0.31% | −1,408−26.0% | 減碼 |
| Westover Capital Advisors, LLC | 4,000 | $38.9 萬 | 0.12% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 4,006 | $39.0 萬 | 0.03% | 00.0% | 不變 |
| Financial Advocates Investment Management | 4,019 | $39.1 萬 | 0.03% | −14,351−78.1% | 減碼 |
| Resource Management, LLC | 4,015 | $39.1 萬 | 0.04% | +4,015 | 新進 |
| Destination Wealth Management | 4,029 | $39.2 萬 | 0.02% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 4,043 | $39.3 萬 | 0.05% | +1,000+32.9% | 加碼 |
| Park National Corp | 4,050 | $39.4 萬 | 0.02% | −551−12.0% | 減碼 |
| Berger Financial Group, Inc | 4,045 | $39.4 萬 | 0.07% | +453+12.6% | 加碼 |
| Hoylecohen, LLC | 4,069 | $39.6 萬 | 0.04% | +3+0.1% | 加碼 |
| Canvas Wealth Advisors, LLC | 4,068 | $39.6 萬 | 0.16% | +50+1.2% | 加碼 |
| Sage Mountain Advisors LLC | 4,083 | $39.7 萬 | 0.06% | +29+0.7% | 加碼 |
| Kovack Advisors, Inc. | 4,077 | $39.7 萬 | 0.04% | +210+5.4% | 加碼 |
| Frontier Wealth Management LLC | 4,087 | $39.8 萬 | 0.03% | +4,087 | 新進 |
| Perpetual Investment Management Ltd | 4,100 | $39.9 萬 | 0.05% | 00.0% | 不變 |
| Curi Capital | 4,110 | $39.9 萬 | 0.18% | +10.0% | 加碼 |
| First Financial Bank - Trust Division | 4,107 | $40.0 萬 | 0.04% | −19−0.5% | 減碼 |
| Carlson Capital Management | 4,120 | $40.1 萬 | 0.04% | +64+1.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,128 | $40.2 萬 | 0.09% | −4−0.1% | 減碼 |
| Optimum Investment Advisors | 4,150 | $40.4 萬 | 0.17% | −1,700−29.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,166 | $40.5 萬 | 0.06% | −715−14.6% | 減碼 |
| Allred Capital Management, LLC | 4,176 | $40.6 萬 | 0.21% | −64−1.5% | 減碼 |
| BSW Wealth Partners | 4,174 | $40.6 萬 | 0.11% | +4,174 | 新進 |
| CX Institutional | 4,179 | $40.7 萬 | 0.03% | −132−3.1% | 減碼 |
| Evergreen Capital Management LLC | 4,230 | $41.2 萬 | 0.02% | +300+7.6% | 加碼 |
| Rosenberg Matthew Hamilton | 4,239 | $41.2 萬 | 0.16% | +618+17.1% | 加碼 |
| Alpha Cubed Investments, LLC | 4,277 | $41.6 萬 | 0.03% | −723−14.5% | 減碼 |
| Pinnacle Financial Partners Inc | 4,270 | $41.6 萬 | 0.01% | −267−5.9% | 減碼 |
| Zions Bancorporation, N.A. | 4,274 | $41.6 萬 | 0.04% | +1,354+46.4% | 加碼 |
| Allen Investment Management LLC | 4,280 | $41.6 萬 | 0.01% | +4,280 | 新進 |
| Kistler-Tiffany Companies, LLC | 4,305 | $41.9 萬 | 0.09% | +259+6.4% | 加碼 |
| O'Neil Global Advisors, Inc. | 4,318 | $42.0 萬 | 0.32% | −1,682−28.0% | 減碼 |
| First Citizens Financial Corp | 4,317 | $42.0 萬 | 0.34% | −260−5.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,335 | $42.2 萬 | 0.37% | 00.0% | 不變 |
| Davis R M Inc | 4,333 | $42.2 萬 | 0.01% | +362+9.1% | 加碼 |
| Tower Bridge Advisors | 4,342 | $42.3 萬 | 0.03% | 00.0% | 不變 |
| Michael B. Yongue | 4,343 | $42.3 萬 | 0.31% | 00.0% | 不變 |
| Invst, LLC | 4,346 | $42.3 萬 | 0.07% | +267+6.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 4,349 | $42.3 萬 | 0.12% | +1,689+63.5% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 4,356 | $42.4 萬 | 0.10% | +234+5.7% | 加碼 |
| IHT Wealth Management, LLC | 4,389 | $42.7 萬 | 0.03% | −11,789−72.9% | 減碼 |
| Visionary Wealth Advisors | 4,384 | $42.7 萬 | 0.04% | −2,395−35.3% | 減碼 |
| Sunflower Bank, N.A. | 4,389 | $42.7 萬 | 0.06% | +95+2.2% | 加碼 |
| Aj Wealth Strategies, LLC | 4,400 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 4,425 | $43.1 萬 | 0.09% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 4,435 | $43.2 萬 | 0.00% | −2,747−38.2% | 減碼 |
| AlphaCentric Advisors LLC | 4,435 | $43.2 萬 | 0.11% | +22+0.5% | 加碼 |
| Adirondack Trust Co | 4,215 | $43.3 萬 | 0.21% | +177+4.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,460 | $43.4 萬 | 0.11% | +655+17.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 4,480 | $43.6 萬 | 0.03% | +1,080+31.8% | 加碼 |
| Occudo Quantitative Strategies LP | 4,477 | $43.6 萬 | 0.05% | +4,477 | 新進 |
| Morris Retirement Advisors, LLC | 4,491 | $43.7 萬 | 0.37% | +469+11.7% | 加碼 |
| Independent Financial Group, LLC | 4,507 | $43.9 萬 | 0.04% | +290+6.9% | 加碼 |
| Simmons Bank | 4,555 | $44.3 萬 | 0.03% | +1,652+56.9% | 加碼 |
| Avantax Planning Partners, Inc. | 4,569 | $44.5 萬 | 0.02% | +155+3.5% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 4,595 | $44.7 萬 | 0.24% | +4,595 | 新進 |
| Buckingham Strategic Wealth, LLC | 4,599 | $44.8 萬 | 0.01% | +21+0.5% | 加碼 |
| 180 Wealth Advisors, LLC | 4,396 | $44.9 萬 | 0.10% | −49−1.1% | 減碼 |
| Executive Wealth Group LLC | 4,644 | $45.2 萬 | 0.28% | +31+0.7% | 加碼 |
| Hamilton Capital, LLC | 4,644 | $45.2 萬 | 0.04% | +1,500+47.7% | 加碼 |
| Main Street Financial Solutions, LLC | 4,670 | $45.4 萬 | 0.07% | +518+12.5% | 加碼 |
| Fort Pitt Capital Group, LLC | 4,678 | $45.5 萬 | 0.02% | −380−7.5% | 減碼 |
| Marino, Stram & Associates LLC | 4,671 | $45.5 萬 | 0.16% | +4,671 | 新進 |
| Haverford Trust Co | 4,696 | $45.7 萬 | 0.01% | +2,301+96.1% | 加碼 |
| Marcum Wealth, LLC | 4,714 | $45.9 萬 | 0.07% | +109+2.4% | 加碼 |
| LVZ Advisors, Inc. | 4,732 | $46.0 萬 | 0.07% | −589−11.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,732 | $46.0 萬 | 0.12% | +300+6.8% | 加碼 |
| Brown Capital Management LLC | 4,740 | $46.1 萬 | 0.00% | −2,275−32.4% | 減碼 |
| QVR LLC | 4,741 | $46.1 萬 | 0.94% | +4,741 | 新進 |
| Mather Group, LLC. | 4,750 | $46.2 萬 | 0.01% | +6+0.1% | 加碼 |
| StoneX Group Inc. | 4,766 | $46.4 萬 | 0.07% | −1,005−17.4% | 減碼 |
| Eqis Capital Management, Inc. | 4,780 | $46.5 萬 | 0.04% | −1,207−20.2% | 減碼 |
| KLCM Advisors, Inc. | 4,778 | $46.5 萬 | 0.10% | 00.0% | 不變 |
| Chelsea Counsel Co | 4,776 | $46.5 萬 | 0.21% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 4,785 | $46.6 萬 | 0.02% | +2,311+93.4% | 加碼 |
| Rothschild Investment Corp | 4,802 | $46.7 萬 | 0.04% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 4,794 | $46.7 萬 | 0.32% | +1,900+65.7% | 加碼 |
| Geller Advisors LLC | 4,818 | $46.9 萬 | 0.10% | −85−1.7% | 減碼 |
| Eastern Bank | 4,836 | $47.0 萬 | 0.02% | −515−9.6% | 減碼 |
| Perritt Capital Management Inc | 4,835 | $47.0 萬 | 0.26% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 4,832 | $47.0 萬 | 0.06% | +1,725+55.5% | 加碼 |
| Waterfront Wealth Inc. | 4,843 | $47.1 萬 | 0.23% | +1,000+26.0% | 加碼 |
| Miracle Mile Advisors, LLC | 4,864 | $47.3 萬 | 0.02% | +220+4.7% | 加碼 |
| Eads & Heald Wealth Management | 4,871 | $47.4 萬 | 0.23% | +505+11.6% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,900 | $47.6 萬 | 0.28% | +4,900 | 新進 |
| American Portfolios Advisors | 4,907 | $47.7 萬 | 0.02% | −2,042−29.4% | 減碼 |
| Evoke Wealth, LLC | 4,916 | $47.8 萬 | 0.02% | −194−3.8% | 減碼 |
| West Family Investments, Inc. | 4,910 | $47.8 萬 | 0.13% | +174+3.7% | 加碼 |
| IFP Advisors, Inc | 4,903 | $47.9 萬 | 0.01% | −558−10.2% | 減碼 |