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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 4,078 | $40.0 萬 | 0.02% | −10,648−72.3% | 減碼 |
| Marcum Wealth, LLC | 4,088 | $40.1 萬 | 0.06% | −626−13.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $40.1 萬 | 0.08% | −42−1.0% | 減碼 |
| Frontier Wealth Management LLC | 4,099 | $40.2 萬 | 0.03% | +12+0.3% | 加碼 |
| Great Lakes Advisors, LLC | 4,110 | $40.3 萬 | 0.01% | −866−17.4% | 減碼 |
| B. Riley Wealth Management, Inc. | 4,107 | $40.3 萬 | 0.03% | +490+13.5% | 加碼 |
| Allred Capital Management, LLC | 4,128 | $40.5 萬 | 0.20% | −48−1.1% | 減碼 |
| Integrated Investment Consultants, LLC | 4,127 | $40.5 萬 | 0.11% | +689+20.0% | 加碼 |
| First Pacific Advisors, LP | 4,160 | $40.8 萬 | 0.01% | +4,160 | 新進 |
| Carlson Capital Management | 4,196 | $41.2 萬 | 0.04% | +76+1.8% | 加碼 |
| First Citizens Financial Corp | 4,208 | $41.3 萬 | 0.30% | −109−2.5% | 減碼 |
| Evergreen Capital Management LLC | 4,210 | $41.3 萬 | 0.02% | −20−0.5% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 4,209 | $41.3 萬 | 0.08% | +2,009+91.3% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 4,213 | $41.4 萬 | 0.11% | +290+7.4% | 加碼 |
| Curi Capital | 4,228 | $41.5 萬 | 0.07% | +118+2.9% | 加碼 |
| HBK Investments L P | 4,240 | $41.6 萬 | 0.01% | −11,874−73.7% | 減碼 |
| Eads & Heald Wealth Management | 4,246 | $41.7 萬 | 0.18% | −625−12.8% | 減碼 |
| Laidlaw Wealth Management LLC | 4,246 | $41.7 萬 | 0.07% | +4,246 | 新進 |
| CX Institutional | 4,268 | $41.9 萬 | 0.03% | +89+2.1% | 加碼 |
| NewEdge Wealth, LLC | 4,272 | $41.9 萬 | 0.02% | +574+15.5% | 加碼 |
| Adirondack Trust Co | 4,280 | $42.0 萬 | 0.20% | +65+1.5% | 加碼 |
| Pinnacle Financial Partners Inc | 4,284 | $42.0 萬 | 0.01% | +14+0.3% | 加碼 |
| Alpha Cubed Investments, LLC | 4,277 | $42.0 萬 | 0.03% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,275 | $42.0 萬 | 0.06% | +2,600+155.2% | 加碼 |
| Zions Bancorporation, N.A. | 4,297 | $42.2 萬 | 0.04% | +23+0.5% | 加碼 |
| Hudock, Inc. | 4,315 | $42.3 萬 | 0.12% | +324+8.1% | 加碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,309 | $42.3 萬 | 0.14% | +4,309 | 新進 |
| Rosenberg Matthew Hamilton | 4,332 | $42.5 萬 | 0.15% | +93+2.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,335 | $42.6 萬 | 0.35% | 00.0% | 不變 |
| Tower Bridge Advisors | 4,342 | $42.6 萬 | 0.03% | 00.0% | 不變 |
| Sentry Investment Management LLC | 4,382 | $43.0 萬 | 0.11% | −9,150−67.6% | 減碼 |
| Haverford Trust Co | 4,399 | $43.2 萬 | 0.00% | −297−6.3% | 減碼 |
| Aj Wealth Strategies, LLC | 4,400 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 4,400 | $43.2 萬 | 0.16% | +2,740+165.1% | 加碼 |
| Astrantus Ltd | 4,406 | $43.2 萬 | 0.32% | +4,406 | 新進 |
| Avantax Planning Partners, Inc. | 4,419 | $43.4 萬 | 0.02% | −150−3.3% | 減碼 |
| Vivaldi Capital Management, LLC | 4,425 | $43.4 萬 | 0.10% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 4,432 | $43.5 萬 | 0.06% | −238−5.1% | 減碼 |
| West Family Investments, Inc. | 4,439 | $43.6 萬 | 0.12% | −471−9.6% | 減碼 |
| Radnor Capital Management, LLC | 4,440 | $43.6 萬 | 0.11% | +4,440 | 新進 |
| IHT Wealth Management, LLC | 4,447 | $43.7 萬 | 0.03% | +58+1.3% | 加碼 |
| Bahl & Gaynor Inc | 4,460 | $43.8 萬 | 0.00% | +25+0.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 4,461 | $43.8 萬 | 0.16% | +393+9.7% | 加碼 |
| SkyView Investment Advisors, LLC | 4,462 | $43.8 萬 | 0.10% | +1,296+40.9% | 加碼 |
| Interchange Capital Partners, LLC | 4,483 | $44.0 萬 | 0.44% | −2,178−32.7% | 減碼 |
| Independent Financial Group, LLC | 4,488 | $44.1 萬 | 0.04% | −19−0.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 4,489 | $44.1 萬 | 0.02% | +642+16.7% | 加碼 |
| Berger Financial Group, Inc | 4,507 | $44.2 萬 | 0.06% | +462+11.4% | 加碼 |
| Johanson Financial Advisors, Inc. | 4,527 | $44.4 萬 | 0.14% | +911+25.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,532 | $44.5 萬 | 0.10% | −200−4.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 4,538 | $44.5 萬 | 0.01% | −61−1.3% | 減碼 |
| Eastern Bank | 4,538 | $44.6 萬 | 0.02% | −298−6.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,562 | $44.8 萬 | 0.10% | +102+2.3% | 加碼 |
| Private Capital Group, LLC | 4,595 | $45.1 萬 | 0.10% | −2,128−31.7% | 減碼 |
| ACG Wealth | 4,607 | $45.2 萬 | 0.06% | −1,021−18.1% | 減碼 |
| Fort Pitt Capital Group, LLC | 4,640 | $45.5 萬 | 0.02% | −38−0.8% | 減碼 |
| Miracle Mile Advisors, LLC | 4,641 | $45.6 萬 | 0.02% | −223−4.6% | 減碼 |
| KLCM Advisors, Inc. | 4,647 | $45.6 萬 | 0.10% | −131−2.7% | 減碼 |
| Hamilton Capital, LLC | 4,644 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Optimum Investment Advisors | 4,650 | $45.6 萬 | 0.18% | +500+12.0% | 加碼 |
| Berkshire Bank | 4,651 | $45.7 萬 | 0.10% | +997+27.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 4,668 | $45.8 萬 | 0.09% | +319+7.3% | 加碼 |
| BLB&B Advisors, LLC | 4,677 | $45.9 萬 | 0.03% | −2,026−30.2% | 減碼 |
| Executive Wealth Group LLC | 4,677 | $45.9 萬 | 0.28% | +33+0.7% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,700 | $46.1 萬 | 0.23% | +1,400+42.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 4,694 | $46.1 萬 | 0.02% | +1,990+73.6% | 加碼 |
| Little House Capital LLC | 4,718 | $46.3 萬 | 0.24% | +883+23.0% | 加碼 |
| LVZ Advisors, Inc. | 4,732 | $46.4 萬 | 0.06% | 00.0% | 不變 |
| Private Capital Management LLC | 4,728 | $46.4 萬 | 0.16% | +4,728 | 新進 |
| Kistler-Tiffany Companies, LLC | 4,736 | $46.5 萬 | 0.09% | +431+10.0% | 加碼 |
| Perritt Capital Management Inc | 4,760 | $46.7 萬 | 0.24% | −75−1.6% | 減碼 |
| Chelsea Counsel Co | 4,776 | $46.9 萬 | 0.20% | 00.0% | 不變 |
| Allworth Financial LP | 4,786 | $47.0 萬 | 0.01% | +801+20.1% | 加碼 |
| Omnia Family Wealth, LLC | 4,794 | $47.1 萬 | 0.29% | 00.0% | 不變 |
| Mosaic Family Wealth, LLC | 4,810 | $47.2 萬 | 0.12% | −590−10.9% | 減碼 |
| Geller Advisors LLC | 4,818 | $47.3 萬 | 0.09% | 00.0% | 不變 |
| M&R Capital Management Inc | 4,833 | $47.4 萬 | 0.10% | +4,125+582.6% | 加碼 |
| Rothschild Investment Corp | 4,851 | $47.6 萬 | 0.04% | +49+1.0% | 加碼 |
| Sunbelt Securities, Inc. | 4,497 | $47.8 萬 | 0.08% | +1,242+38.2% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,900 | $48.0 萬 | 0.33% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 4,917 | $48.3 萬 | 0.28% | −647−11.6% | 減碼 |
| Sendero Wealth Management, LLC | 4,954 | $48.6 萬 | 0.22% | +4,954 | 新進 |
| Ledyard National Bank | 4,977 | $48.9 萬 | 0.05% | +43+0.9% | 加碼 |
| X-Square Capital, LLC | 4,993 | $49.0 萬 | 0.25% | +70+1.4% | 加碼 |
| Southport Management, L.L.C. | 5,000 | $49.1 萬 | 1.75% | −5,000−50.0% | 減碼 |
| Davidson Investment Advisors | 5,009 | $49.2 萬 | 0.04% | −150−2.9% | 減碼 |
| Anchor Investment Management, LLC | 5,030 | $49.4 萬 | 0.06% | +987+24.4% | 加碼 |
| Crawford Investment Counsel Inc | 5,028 | $49.4 萬 | 0.01% | −255−4.8% | 減碼 |
| Independent Solutions Wealth Management, LLC | 5,038 | $49.5 萬 | 0.12% | 00.0% | 不變 |
| Johnson Financial Group, LLC | 5,038 | $49.5 萬 | 0.08% | −1,813−26.5% | 減碼 |
| Eqis Capital Management, Inc. | 5,039 | $49.5 萬 | 0.04% | +259+5.4% | 加碼 |
| Cullinan Associates Inc | 5,041 | $49.5 萬 | 0.03% | +5,041 | 新進 |
| Jackson Square Capital, LLC | 5,055 | $49.6 萬 | 0.14% | −96−1.9% | 減碼 |
| Annex Advisory Services, LLC | 5,059 | $49.7 萬 | 0.03% | +5,059 | 新進 |
| Peoples Bank | 5,075 | $49.8 萬 | 0.25% | −115−2.2% | 減碼 |
| IFP Advisors, Inc | 5,068 | $49.8 萬 | 0.01% | +165+3.4% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $49.9 萬 | 0.04% | 00.0% | 不變 |
| Skba Capital Management LLC | 5,100 | $50.1 萬 | 0.09% | −1,450−22.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,627 | $50.1 萬 | 0.24% | +32+0.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 5,132 | $50.4 萬 | 0.06% | +300+6.2% | 加碼 |