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 4 季 13F 持有人
Morgan Stanley 在 2021/12/31 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
- 1,716
- 較 2021 年第 3 季 +148 家
- 持有股數
- 15.0 億
- 較 2021 年第 3 季 −3,139 萬 (−2.1%)
- 總市值
- $1,469 億
- 較 2021 年第 3 季 −$18.2 億 (−1.2%)
- 新進機構
- 246
- 另有 640 家加碼
- 清倉機構
- 98
- 另有 589 家減碼
另有 24 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rpo LLC | 3,100 | $30.4 萬 | 0.11% | +3,100 | 新進 |
| Enterprise Financial Services Corp | 3,112 | $30.5 萬 | 0.05% | −15,870−83.6% | 減碼 |
| Golden Green, Inc. | 3,118 | $30.6 萬 | 0.25% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 3,127 | $30.7 萬 | 0.17% | +3,127 | 新進 |
| Aaron Wealth Advisors | 3,144 | $30.8 萬 | 0.09% | +568+22.0% | 加碼 |
| Hartline Investment Corp | 3,156 | $31.0 萬 | 0.04% | +3,156 | 新進 |
| DGS Capital Management, LLC | 3,159 | $31.0 萬 | 0.19% | +3,159 | 新進 |
| JT Stratford LLC | 3,165 | $31.1 萬 | 0.09% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 3,173 | $31.1 萬 | 0.01% | +11+0.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,178 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| State of Wyoming | 3,189 | $31.3 萬 | 0.15% | −2−0.1% | 減碼 |
| Hoylecohen, LLC | 3,200 | $31.4 萬 | 0.03% | −869−21.4% | 減碼 |
| Kore Private Wealth LLC | 3,206 | $31.5 萬 | 0.04% | −4,214−56.8% | 減碼 |
| West Bancorporation Inc | 3,208 | $31.5 萬 | 0.25% | +3,208 | 新進 |
| Choate Investment Advisors | 3,219 | $31.6 萬 | 0.02% | +159+5.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 3,239 | $31.8 萬 | 0.11% | −8−0.2% | 減碼 |
| Guerra Pan Advisors, LLC | 3,239 | $31.8 萬 | 0.32% | +3,239 | 新進 |
| Beck Mack & Oliver LLC | 3,250 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Emfo, LLC | 3,250 | $31.9 萬 | 0.28% | 00.0% | 不變 |
| Bremer Bank National Association | 3,291 | $32.3 萬 | 0.05% | +22+0.7% | 加碼 |
| Bragg Financial Advisors, Inc | 3,329 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 3,190 | $32.4 萬 | 0.06% | +33+1.0% | 加碼 |
| Twin Focus Capital Partners, LLC | 3,311 | $32.5 萬 | 0.07% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 3,313 | $32.5 萬 | 0.02% | +51+1.6% | 加碼 |
| Round Table Services, LLC | 3,320 | $32.6 萬 | 0.06% | −150−4.3% | 減碼 |
| CNB Bank | 3,331 | $32.7 萬 | 0.18% | −251−7.0% | 減碼 |
| Washington Trust Advisors, Inc. | 3,345 | $32.8 萬 | 0.02% | +3,345 | 新進 |
| Crescent Grove Advisors, LLC | 3,349 | $32.9 萬 | 0.03% | +3,349 | 新進 |
| Pinnacle Bancorp, Inc. | 3,357 | $33.0 萬 | 0.12% | +155+4.8% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 3,392 | $33.3 萬 | 0.07% | −964−22.1% | 減碼 |
| Riverwater Partners LLC | 3,400 | $33.4 萬 | 0.30% | +3,400 | 新進 |
| King Wealth | 3,445 | $33.8 萬 | 0.06% | 00.0% | 不變 |
| First Foundation Advisors | 3,446 | $33.8 萬 | 0.01% | +783+29.4% | 加碼 |
| Hancock Whitney Investment Services Inc. | 3,457 | $33.8 萬 | 0.06% | +3,457 | 新進 |
| Resource Management, LLC | 3,467 | $34.0 萬 | 0.04% | −548−13.6% | 減碼 |
| AXS Investments LLC | 3,473 | $34.1 萬 | 0.08% | −20,065−85.2% | 減碼 |
| Jones Financial Companies LLLP | 3,470 | $34.1 萬 | 0.00% | +311+9.8% | 加碼 |
| Arete Wealth Advisors, LLC | 3,859 | $34.1 萬 | 0.03% | +380+10.9% | 加碼 |
| Pearl River Capital, LLC | 3,479 | $34.1 萬 | 0.09% | +3,479 | 新進 |
| DT Investment Partners, LLC | 3,492 | $34.3 萬 | 0.04% | −2,176−38.4% | 減碼 |
| Financial Advocates Investment Management | 3,894 | $34.3 萬 | 0.02% | −125−3.1% | 減碼 |
| Boenning & Scattergood, Inc. | 3,494 | $34.3 萬 | 0.05% | +252+7.8% | 加碼 |
| Red Cedar Capital, LLC | 3,500 | $34.4 萬 | 0.20% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,509 | $34.4 萬 | 0.02% | +5+0.1% | 加碼 |
| Horizon Wealth Management, LLC | 3,504 | $34.4 萬 | 0.10% | +3,504 | 新進 |
| SOL Capital Management CO | 3,520 | $34.6 萬 | 0.06% | 00.0% | 不變 |
| Marathon Capital Management | 3,560 | $34.9 萬 | 0.08% | −27−0.8% | 減碼 |
| Pflug Koory, LLC | 3,560 | $34.9 萬 | 0.18% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 3,387 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 3,577 | $35.1 萬 | 0.34% | −2,875−44.6% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,577 | $35.1 萬 | 0.08% | −19−0.5% | 減碼 |
| Ascent Group, LLC | 3,565 | $35.2 萬 | 0.04% | +3,565 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 3,629 | $35.6 萬 | 0.26% | −370−9.3% | 減碼 |
| Ropes Wealth Advisors LLC | 3,638 | $35.7 萬 | 0.06% | −258−6.6% | 減碼 |
| Carmel Capital Partners, LLC | 3,635 | $35.7 萬 | 0.27% | +3,635 | 新進 |
| Evernest Financial Advisors, LLC | 4,177 | $35.9 萬 | 0.19% | +4,177 | 新進 |
| Quantinno Capital Management LP | 3,656 | $35.9 萬 | 0.06% | +3,656 | 新進 |
| ASB Consultores, LLC | 3,664 | $36.0 萬 | 0.18% | +3,664 | 新進 |
| Wilkinson Global Asset Management LLC | 3,700 | $36.3 萬 | 0.02% | −70−1.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,706 | $36.3 萬 | 0.10% | +3,706 | 新進 |
| Kaizen Financial Strategies | 3,710 | $36.4 萬 | 0.27% | +25+0.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,715 | $36.5 萬 | 0.02% | +20+0.5% | 加碼 |
| HYA Advisors, Inc | 3,726 | $36.6 萬 | 0.13% | +14+0.4% | 加碼 |
| OneAscent Financial Services LLC | 3,732 | $36.6 萬 | 0.70% | +3,732 | 新進 |
| Ameritas Advisory Services, LLC | 3,726 | $36.6 萬 | 0.01% | +3,726 | 新進 |
| Drive Wealth Management, LLC | 3,726 | $36.6 萬 | 0.32% | +3,726 | 新進 |
| Meitav Dash Investments Ltd | 3,719 | $36.7 萬 | 0.01% | −1,791−32.5% | 減碼 |
| Buffington Mohr McNeal | 3,750 | $36.8 萬 | 0.06% | 00.0% | 不變 |
| Overbrook Management Corp | 3,764 | $36.9 萬 | 0.07% | 00.0% | 不變 |
| M&G Investment Management Ltd | 3,779 | $37.0 萬 | 0.00% | −321,553−98.8% | 減碼 |
| Cohen & Steers, Inc. | 3,767 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Willner & Heller, LLC | 3,799 | $37.0 萬 | 0.49% | +3,799 | 新進 |
| Beirne Wealth Consulting Services, LLC | 3,800 | $37.2 萬 | 0.20% | +200+5.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,772 | $37.2 萬 | 0.06% | +586+18.4% | 加碼 |
| CPWM, LLC | 3,831 | $37.3 萬 | 0.03% | 00.0% | 不變 |
| City State Bank | 3,825 | $37.5 萬 | 0.23% | +3,825 | 新進 |
| Pineno Levin & Ford Asset Management, Inc. | 3,830 | $37.6 萬 | 0.11% | +200+5.5% | 加碼 |
| Graypoint LLC | 3,841 | $37.7 萬 | 0.04% | +525+15.8% | 加碼 |
| Park National Corp | 3,850 | $37.8 萬 | 0.01% | −200−4.9% | 減碼 |
| Financial Management Professionals, Inc. | 3,849 | $37.8 萬 | 0.08% | +1,015+35.8% | 加碼 |
| Deuterium Capital Management, LLC | 3,853 | $37.8 萬 | 0.56% | +3,853 | 新進 |
| Cornerstone Wealth Management, LLC | 3,870 | $38.0 萬 | 0.04% | −37−0.9% | 減碼 |
| Trustmark National Bank Trust Department | 3,885 | $38.1 萬 | 0.03% | +95+2.5% | 加碼 |
| First International Bank & Trust | 3,897 | $38.3 萬 | 0.13% | +3,897 | 新進 |
| Enlightenment Research, LLC | 3,911 | $38.4 萬 | 0.55% | −17,857−82.0% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,916 | $38.4 萬 | 0.08% | 00.0% | 不變 |
| Centric Wealth Management | 3,908 | $38.4 萬 | 0.13% | +32+0.8% | 加碼 |
| Altus Wealth Group LLC | 3,923 | $38.5 萬 | 0.32% | +5+0.1% | 加碼 |
| Pinnacle Private Wealth, LLC | 3,936 | $38.6 萬 | 0.12% | +3,936 | 新進 |
| Amplius Wealth Advisors, LLC | 3,945 | $38.7 萬 | 0.05% | +3,945 | 新進 |
| Davis R M Inc | 3,971 | $39.0 萬 | 0.01% | −362−8.4% | 減碼 |
| Grandfield & Dodd, LLC | 3,949 | $39.0 萬 | 0.03% | +40+1.0% | 加碼 |
| Sunflower Bank, N.A. | 4,004 | $39.3 萬 | 0.05% | −385−8.8% | 減碼 |
| GHP Investment Advisors, Inc. | 4,006 | $39.3 萬 | 0.03% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 4,000 | $39.3 萬 | 0.11% | 00.0% | 不變 |
| Accuvest Global Advisors | 4,029 | $39.5 萬 | 0.17% | +4,029 | 新進 |
| First Financial Bank - Trust Division | 4,036 | $39.6 萬 | 0.04% | −71−1.7% | 減碼 |
| Destination Wealth Management | 4,047 | $39.7 萬 | 0.01% | +18+0.4% | 加碼 |
| Summit Trail Advisors, LLC | 4,054 | $39.8 萬 | 0.03% | +403+11.0% | 加碼 |
| Farmers National Bank | 4,060 | $39.9 萬 | 0.13% | −62−1.5% | 減碼 |