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 +147 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
- 99
- 另有 589 家減碼
另有 23 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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 7,051 | $69.2 萬 | 0.02% | +150+2.2% | 加碼 |
| HM Payson & Co | 7,065 | $69.4 萬 | 0.02% | +1,816+34.6% | 加碼 |
| First National Bank of Hutchinson | 7,077 | $69.5 萬 | 0.40% | +217+3.2% | 加碼 |
| TriaGen Wealth Management LLC | 7,093 | $69.6 萬 | 0.34% | −4,057−36.4% | 減碼 |
| Somerville Kurt F | 7,095 | $69.6 萬 | 0.10% | −252−3.4% | 減碼 |
| First Midwest Bank Trust Division | 7,091 | $69.6 萬 | 0.09% | −42−0.6% | 減碼 |
| Global Financial Private Client, LLC | 7,132 | $70.0 萬 | 0.34% | +1,131+18.8% | 加碼 |
| Orca Investment Management, LLC | 7,160 | $70.3 萬 | 0.58% | −354−4.7% | 減碼 |
| Waldron Private Wealth LLC | 7,162 | $70.3 萬 | 0.03% | +402+5.9% | 加碼 |
| Lokken Investment Group LLC | 7,207 | $70.7 萬 | 0.50% | +240+3.4% | 加碼 |
| Woodmont Investment Counsel LLC | 7,234 | $71.0 萬 | 0.09% | +7,234 | 新進 |
| Fortem Financial Group, LLC | 7,266 | $71.3 萬 | 0.33% | −1,895−20.7% | 減碼 |
| Bard Financial Services, Inc. | 7,320 | $71.9 萬 | 0.06% | +875+13.6% | 加碼 |
| Asset Dedication, LLC | 7,351 | $72.1 萬 | 0.09% | +883+13.7% | 加碼 |
| Resource Consulting Group Inc | 7,356 | $72.2 萬 | 0.26% | +7,356 | 新進 |
| Trilogy Capital Inc. | 7,364 | $72.3 萬 | 0.05% | −2,130−22.4% | 減碼 |
| Gofen & Glossberg LLC | 7,386 | $72.5 萬 | 0.02% | −255−3.3% | 減碼 |
| WESPAC Advisors, LLC | 7,381 | $72.5 萬 | 0.49% | −69−0.9% | 減碼 |
| Welch & Forbes LLC | 7,389 | $72.5 萬 | 0.01% | +156+2.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 7,400 | $72.6 萬 | 0.09% | 00.0% | 不變 |
| West Oak Capital, LLC | 7,475 | $73.4 萬 | 0.27% | −200−2.6% | 減碼 |
| Barings LLC | 7,477 | $73.4 萬 | 0.02% | +1,859+33.1% | 加碼 |
| Hoey Investments, Inc | 7,487 | $73.5 萬 | 0.19% | +200+2.7% | 加碼 |
| Shufro Rose & Co LLC | 7,495 | $73.6 萬 | 0.05% | −500−6.3% | 減碼 |
| Red Cedar Investment Management, LLC | 7,501 | $73.6 萬 | 0.09% | 00.0% | 不變 |
| Maven Securities LTD | 7,516 | $73.8 萬 | 0.09% | +7,516 | 新進 |
| Quilter Plc | 7,380 | $73.9 萬 | 0.02% | −2,484−25.2% | 減碼 |
| Verdence Capital Advisors LLC | 7,550 | $74.1 萬 | 0.09% | −3,781−33.4% | 減碼 |
| Congress Wealth Management LLC | 7,551 | $74.1 萬 | 0.01% | +7,551 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 7,611 | $74.7 萬 | 0.03% | +7,611 | 新進 |
| Canton Hathaway, LLC | 7,627 | $74.9 萬 | 0.20% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 7,640 | $75.0 萬 | 0.02% | −169−2.2% | 減碼 |
| Cim Investment Mangement Inc | 7,660 | $75.2 萬 | 0.23% | −151−1.9% | 減碼 |
| Pendal Group Limited | 7,698 | $75.6 萬 | 0.01% | −409−5.0% | 減碼 |
| Cambridge Trust Co | 7,716 | $75.7 萬 | 0.02% | +1,729+28.9% | 加碼 |
| Glen Eagle Advisors, LLC | 7,753 | $76.1 萬 | 0.20% | +1,360+21.3% | 加碼 |
| Parsec Financial Management, Inc. | 7,768 | $76.2 萬 | 0.03% | −3,409−30.5% | 減碼 |
| Meridian Investment Counsel Inc. | 7,796 | $76.5 萬 | 0.25% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 7,641 | $76.6 萬 | 0.57% | +1,862+32.2% | 加碼 |
| Circle Wealth Management, LLC | 7,828 | $76.8 萬 | 0.10% | +34+0.4% | 加碼 |
| Sentinel Trust Co Lba | 7,819 | $76.8 萬 | 0.09% | +7,819 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,186 | $77.3 萬 | 0.50% | +8,186 | 新進 |
| Blueprint Investment Partners LLC | 7,885 | $77.4 萬 | 0.19% | +2,028+34.6% | 加碼 |
| Pennsylvania Capital Management Inc | 7,890 | $77.4 萬 | 0.26% | 00.0% | 不變 |
| Gries Financial LLC | 7,897 | $77.5 萬 | 0.32% | −8,131−50.7% | 減碼 |
| Busey Wealth Management | 7,895 | $77.5 萬 | 0.03% | −1,196−13.2% | 減碼 |
| Renaissance Investment Group LLC | 7,898 | $77.5 萬 | 0.18% | +8+0.1% | 加碼 |
| Hilltop Holdings Inc. | 7,915 | $77.6 萬 | 0.08% | −1,891−19.3% | 減碼 |
| TRUE Private Wealth Advisors | 7,913 | $77.6 萬 | 0.11% | +89+1.1% | 加碼 |
| Colony Group LLC | 7,980 | $78.3 萬 | 0.01% | −9,547−54.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,979 | $78.3 萬 | 0.03% | +553+7.4% | 加碼 |
| NexWave Capital Partners LLC | 8,000 | $78.5 萬 | 1.82% | −3,208−28.6% | 減碼 |
| Platte River Wealth Advisors, LLC | 7,410 | $78.5 萬 | 0.27% | +1,010+15.8% | 加碼 |
| Valeo Financial Advisors, LLC | 8,128 | $79.8 萬 | 0.04% | +745+10.1% | 加碼 |
| Good Life Advisors, LLC | 8,149 | $80.0 萬 | 0.10% | −21−0.3% | 減碼 |
| Proficio Capital Partners LLC | 8,168 | $80.2 萬 | 0.11% | −64−0.8% | 減碼 |
| Independent Investors Inc | 8,216 | $80.6 萬 | 0.17% | −500−5.7% | 減碼 |
| Fort Point Capital Partners LLC | 8,212 | $80.6 萬 | 0.11% | −84−1.0% | 減碼 |
| Echo Street Capital Management LLC | 8,213 | $80.6 萬 | 0.01% | +623+8.2% | 加碼 |
| Strategic Blueprint, LLC | 8,300 | $81.5 萬 | 0.10% | −509−5.8% | 減碼 |
| Private Trust Co NA | 8,301 | $81.5 萬 | 0.11% | +532+6.8% | 加碼 |
| Salzhauer Michael | 21,140 | $81.9 萬 | 0.31% | +14,000+196.1% | 加碼 |
| Harbor Investment Advisory, LLC | 8,351 | $82.0 萬 | 0.10% | +198+2.4% | 加碼 |
| Bull Street Advisors, LLC | 8,379 | $82.2 萬 | 0.39% | −750−8.2% | 減碼 |
| Community Bank, N.A. | 8,397 | $82.4 萬 | 0.10% | +1,700+25.4% | 加碼 |
| P.A.W. Capital Corp | 8,500 | $83.4 萬 | 0.77% | −500−5.6% | 減碼 |
| E&G Advisors, LP | 8,500 | $83.4 萬 | 0.21% | +199+2.4% | 加碼 |
| Western Wealth Management, LLC | 8,497 | $83.5 萬 | 0.08% | +8,497 | 新進 |
| Shulman DeMeo Asset Management LLC | 8,513 | $83.6 萬 | 0.22% | −22−0.3% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $83.9 萬 | 1.34% | 00.0% | 不變 |
| Quadrature Capital Ltd | 8,579 | $84.2 萬 | 0.04% | +8,579 | 新進 |
| First Horizon Advisors, Inc. | 8,611 | $84.4 萬 | 0.03% | −928−9.7% | 減碼 |
| Legacy Bridge, LLC | 8,594 | $84.4 萬 | 0.44% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 8,606 | $84.5 萬 | 0.61% | +1,067+14.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 8,616 | $84.6 萬 | 0.50% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 8,714 | $85.5 萬 | 0.05% | +102+1.2% | 加碼 |
| Fulcrum Asset Management LLP | – | $85.6 萬 | 0.42% | – | – |
| Core Wealth Advisors, Inc. | 8,747 | $85.9 萬 | 0.51% | −2,633−23.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $86.6 萬 | 0.09% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 8,819 | $86.6 萬 | 0.04% | +2,046+30.2% | 加碼 |
| Wintrust Investments LLC | 8,846 | $86.8 萬 | 0.08% | +8,846 | 新進 |
| Stableford Capital II LLC | 8,871 | $87.0 萬 | 0.37% | +3,703+71.7% | 加碼 |
| Ulland Investment Advisors, LLC | 8,875 | $87.1 萬 | 0.56% | +8,875 | 新進 |
| Jefferies Group LLC | 8,909 | $87.5 萬 | 0.02% | −57,941−86.7% | 減碼 |
| Advisors Capital Management, LLC | 8,915 | $87.5 萬 | 0.02% | +91+1.0% | 加碼 |
| Magnus Financial Group LLC | 8,993 | $88.3 萬 | 0.17% | +1,548+20.8% | 加碼 |
| Outlook Wealth Advisors, LLC | 9,043 | $88.8 萬 | 0.26% | +73+0.8% | 加碼 |
| GraniteShares Advisors LLC | 9,067 | $89.0 萬 | 0.41% | +9,067 | 新進 |
| Corsair Capital Management, L.P. | 9,091 | $89.2 萬 | 0.17% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 9,133 | $89.6 萬 | 0.01% | −1,864−17.0% | 減碼 |
| Smithfield Trust Co | 9,177 | $89.8 萬 | 0.06% | −95−1.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 9,169 | $90.0 萬 | 0.01% | −138−1.5% | 減碼 |
| W Advisors, LLC | 9,169 | $90.0 萬 | 0.67% | +9,169 | 新進 |
| Equitable Holdings, Inc. | 9,180 | $90.1 萬 | 0.01% | +1,437+18.6% | 加碼 |
| Henshaw Capital LLC | 9,224 | $90.5 萬 | 0.05% | 00.0% | 不變 |
| Qtron Investments LLC | 9,228 | $90.6 萬 | 0.20% | −2,361−20.4% | 減碼 |
| Venturi Wealth Management, LLC | 9,236 | $90.7 萬 | 0.07% | −346−3.6% | 減碼 |
| StoneX Group Inc. | 9,283 | $91.1 萬 | 0.10% | +4,517+94.8% | 加碼 |
| Seeyond | 9,309 | $91.3 萬 | 0.08% | −2,966−24.2% | 減碼 |
| Brighton Jones LLC | 9,462 | $92.9 萬 | 0.04% | +1,496+18.8% | 加碼 |