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 |
|---|---|---|---|---|---|
| X-Square Capital, LLC | 4,923 | $47.9 萬 | 0.25% | +78+1.6% | 加碼 |
| Coldstream Capital Management Inc | 9,920 | $48.0 萬 | 0.02% | −41,689−80.8% | 減碼 |
| Ledyard National Bank | 4,934 | $48.0 萬 | 0.05% | −95−1.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,956 | $48.2 萬 | 0.06% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 4,976 | $48.4 萬 | 0.01% | +16+0.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 5,038 | $49.0 萬 | 0.12% | +869+20.8% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $49.5 萬 | 0.04% | 00.0% | 不變 |
| NorthRock Partners, LLC | 4,834 | $49.6 萬 | 0.04% | +1,020+26.7% | 加碼 |
| V Wealth Advisors LLC | 5,133 | $49.9 萬 | 0.08% | −1,109−17.8% | 減碼 |
| North Star Investment Management Corp. | 5,126 | $49.9 萬 | 0.04% | +261+5.4% | 加碼 |
| Jackson Square Capital, LLC | 5,151 | $50.1 萬 | 0.16% | 00.0% | 不變 |
| Davidson Investment Advisors | 5,159 | $50.2 萬 | 0.04% | −1,260−19.6% | 減碼 |
| Insight 2811, Inc. | 5,164 | $50.3 萬 | 0.30% | −470−8.3% | 減碼 |
| Ellevest, Inc. | 5,165 | $50.3 萬 | 0.05% | +298+6.1% | 加碼 |
| NuWave Investment Management, LLC | 5,168 | $50.3 萬 | 0.57% | +5,168 | 新進 |
| Syntal Capital Partners, LLC | 5,194 | $50.5 萬 | 0.17% | −14,825−74.1% | 減碼 |
| Peoples Bank | 5,190 | $50.5 萬 | 0.27% | −355−6.4% | 減碼 |
| Stock Yards Bank & Trust Co | 5,193 | $50.5 萬 | 0.03% | −103−1.9% | 減碼 |
| Frisch Financial Group, Inc. | 5,202 | $50.6 萬 | 0.17% | −20−0.4% | 減碼 |
| Highland Private Wealth Management | 5,252 | $51.1 萬 | 0.07% | −772−12.8% | 減碼 |
| HM Payson & Co | 5,249 | $51.1 萬 | 0.01% | +355+7.3% | 加碼 |
| Stelac Advisory Services LLC | 5,268 | $51.3 萬 | 0.14% | +1,598+43.5% | 加碼 |
| Crawford Investment Counsel Inc | 5,283 | $51.4 萬 | 0.01% | −56−1.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,279 | $51.4 萬 | 0.06% | +715+15.7% | 加碼 |
| Rossmore Private Capital | 5,315 | $51.7 萬 | 0.09% | 00.0% | 不變 |
| Stableford Capital II LLC | 5,168 | $52.2 萬 | 0.26% | +5,168 | 新進 |
| Mosaic Family Wealth, LLC | 5,400 | $52.5 萬 | 0.15% | +5,400 | 新進 |
| Personal Cfo Solutions, LLC | 5,406 | $52.6 萬 | 0.11% | −903−14.3% | 減碼 |
| TD Ameritrade Investment Management, LLC | 10,997 | $53.2 萬 | 0.00% | +2,230+25.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,486 | $53.4 萬 | 0.09% | +10.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,484 | $53.4 萬 | 0.04% | −390−6.6% | 減碼 |
| Regal Investment Advisors LLC | 5,506 | $53.6 萬 | 0.05% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 5,509 | $53.6 萬 | 0.33% | +31+0.6% | 加碼 |
| LS Investment Advisors, LLC | 5,550 | $54.0 萬 | 0.07% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 5,564 | $54.1 萬 | 0.25% | −124−2.2% | 減碼 |
| Evermay Wealth Management LLC | 5,575 | $54.3 萬 | 0.11% | −465−7.7% | 減碼 |
| Financial Advisors, LLC | 5,590 | $54.4 萬 | 0.18% | 00.0% | 不變 |
| Pacitti Group Inc. | 5,594 | $54.4 萬 | 0.34% | +982+21.3% | 加碼 |
| Voya Financial Advisors, Inc. | 5,483 | $54.6 萬 | 0.07% | −441−7.4% | 減碼 |
| Curbstone Financial Management Corp | 5,612 | $54.6 萬 | 0.10% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 5,510 | $54.6 萬 | 0.01% | +1,890+52.2% | 加碼 |
| Barings LLC | 5,618 | $54.7 萬 | 0.01% | −4,453−44.2% | 減碼 |
| Bell Bank | 5,618 | $54.7 萬 | 0.07% | 00.0% | 不變 |
| ACG Wealth | 5,628 | $54.8 萬 | 0.07% | +4+0.1% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,652 | $55.0 萬 | 0.06% | +4+0.1% | 加碼 |
| Donald L. Hagan, LLC | 5,647 | $55.0 萬 | 0.32% | +436+8.4% | 加碼 |
| DT Investment Partners, LLC | 5,668 | $55.2 萬 | 0.07% | +2,672+89.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,740 | $55.9 萬 | 0.05% | −613−9.6% | 減碼 |
| Private Portfolio Partners LLC | 5,749 | $55.9 萬 | 0.16% | +241+4.4% | 加碼 |
| Belpointe Asset Management LLC | 5,782 | $56.3 萬 | 0.04% | +726+14.4% | 加碼 |
| Thomas White International Ltd | 5,820 | $56.6 萬 | 0.08% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,842 | $56.8 萬 | 0.03% | −537−8.4% | 減碼 |
| Blueprint Investment Partners LLC | 5,857 | $57.0 萬 | 0.28% | +5,857 | 新進 |
| Warther Private Wealth, LLC | 5,779 | $57.2 萬 | 0.51% | +10.0% | 加碼 |
| Mastrapasqua Asset Management Inc | 5,900 | $57.4 萬 | 0.06% | 00.0% | 不變 |
| Wealth Alliance | 5,899 | $57.5 萬 | 0.13% | −787−11.8% | 減碼 |
| Meristem Family Wealth, LLC | 5,906 | $57.5 萬 | 0.06% | +1,628+38.1% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,940 | $57.8 萬 | 0.05% | −4−0.1% | 減碼 |
| Personal Capital Advisors Corp | 5,939 | $57.8 萬 | 0.00% | +929+18.5% | 加碼 |
| F&V Capital Management, LLC | 5,964 | $58.0 萬 | 0.23% | −1,100−15.6% | 減碼 |
| Camden Capital, LLC | 5,958 | $58.0 萬 | 0.12% | +937+18.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 5,982 | $58.2 萬 | 0.22% | −8,471−58.6% | 減碼 |
| Cambridge Trust Co | 5,987 | $58.3 萬 | 0.02% | +800+15.4% | 加碼 |
| HBK Sorce Advisory LLC | 5,999 | $58.4 萬 | 0.03% | +1,709+39.8% | 加碼 |
| Krane Funds Advisors LLC | 6,056 | $58.9 萬 | 0.01% | +4,138+215.7% | 加碼 |
| Parkside Financial Bank & Trust | 6,097 | $59.3 萬 | 0.17% | −227−3.6% | 減碼 |
| Tributary Capital Management, LLC | 6,100 | $59.4 萬 | 0.05% | −1,300−17.6% | 減碼 |
| St. Louis Trust Co | 6,103 | $59.4 萬 | 0.16% | +6,103 | 新進 |
| Global Financial Private Client, LLC | 6,001 | $59.4 萬 | 0.31% | +5,037+522.5% | 加碼 |
| Salem Investment Counselors Inc | 6,146 | $59.8 萬 | 0.03% | +70+1.2% | 加碼 |
| Duncker Streett & Co Inc | 6,178 | $60.1 萬 | 0.11% | −395−6.0% | 減碼 |
| US Asset Management LLC | 6,231 | $60.6 萬 | 0.59% | +6,231 | 新進 |
| Chicago Wealth Management, Inc. | 6,243 | $60.8 萬 | 0.44% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 6,262 | $60.9 萬 | 0.20% | −387−5.8% | 減碼 |
| Sippican Capital Advisors | 6,290 | $61.2 萬 | 0.53% | −76−1.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,330 | $61.6 萬 | 0.03% | −6,310−49.9% | 減碼 |
| Glen Eagle Advisors, LLC | 6,393 | $62.2 萬 | 0.18% | +3,531+123.4% | 加碼 |
| Platte River Wealth Advisors, LLC | 6,400 | $62.3 萬 | 0.23% | +395+6.6% | 加碼 |
| Buckley Wealth Management, LLC | 6,415 | $62.4 萬 | 0.20% | +809+14.4% | 加碼 |
| Asset Dedication, LLC | 6,468 | $62.7 萬 | 0.08% | +42+0.7% | 加碼 |
| Bard Financial Services, Inc. | 6,445 | $62.7 萬 | 0.06% | +400+6.6% | 加碼 |
| Bridgefront Capital, LLC | 6,452 | $62.8 萬 | 0.66% | +6,452 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 6,477 | $63.0 萬 | 0.11% | −30−0.5% | 減碼 |
| Lee Danner & Bass Inc | 6,475 | $63.0 萬 | 0.06% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 6,497 | $63.2 萬 | 0.02% | +4+0.1% | 加碼 |
| Skba Capital Management LLC | 6,550 | $63.7 萬 | 0.13% | 00.0% | 不變 |
| Community Bank of Raymore | 6,540 | $63.7 萬 | 0.19% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,578 | $64.0 萬 | 0.05% | +153+2.4% | 加碼 |
| Rehmann Capital Advisory Group | 6,603 | $64.3 萬 | 0.06% | −83−1.2% | 減碼 |
| Harbor Advisors LLC | 6,608 | $64.3 萬 | 0.13% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 6,615 | $64.4 萬 | 0.13% | +10+0.2% | 加碼 |
| Interchange Capital Partners, LLC | 6,661 | $64.8 萬 | 1.08% | −230−3.3% | 減碼 |
| Community Bank, N.A. | 6,697 | $65.2 萬 | 0.08% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 6,703 | $65.2 萬 | 0.04% | +2,080+45.0% | 加碼 |
| Private Capital Group, LLC | 6,723 | $65.4 萬 | 0.15% | −11−0.2% | 減碼 |
| Exane Derivatives | 6,733 | $65.5 萬 | 0.16% | +453+7.2% | 加碼 |
| Waldron Private Wealth LLC | 6,760 | $65.7 萬 | 0.04% | +1,403+26.2% | 加碼 |
| Kingsview Wealth Management, LLC | 6,773 | $65.9 萬 | 0.03% | +1,297+23.7% | 加碼 |
| Deseret Mutual Benefit Administrators | 6,788 | $66.1 萬 | 0.12% | −2,630−27.9% | 減碼 |
| Johnson Financial Group, LLC | 6,851 | $66.6 萬 | 0.13% | −3,110−31.2% | 減碼 |