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 |
|---|---|---|---|---|---|
| Resource Consulting Group Inc | 7,356 | $72.2 萬 | 0.26% | +7,356 | 新進 |
| Asset Dedication, LLC | 7,351 | $72.1 萬 | 0.09% | +883+13.7% | 加碼 |
| Bard Financial Services, Inc. | 7,320 | $71.9 萬 | 0.06% | +875+13.6% | 加碼 |
| Fortem Financial Group, LLC | 7,266 | $71.3 萬 | 0.33% | −1,895−20.7% | 減碼 |
| Woodmont Investment Counsel LLC | 7,234 | $71.0 萬 | 0.09% | +7,234 | 新進 |
| Lokken Investment Group LLC | 7,207 | $70.7 萬 | 0.50% | +240+3.4% | 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 |
| Global Financial Private Client, LLC | 7,132 | $70.0 萬 | 0.34% | +1,131+18.8% | 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 |
| First National Bank of Hutchinson | 7,077 | $69.5 萬 | 0.40% | +217+3.2% | 加碼 |
| HM Payson & Co | 7,065 | $69.4 萬 | 0.02% | +1,816+34.6% | 加碼 |
| EP Wealth Advisors, LLC | 7,051 | $69.2 萬 | 0.02% | +150+2.2% | 加碼 |
| Robotti Robert | 7,000 | $68.7 萬 | 0.14% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 6,979 | $68.5 萬 | 0.04% | −2,427−25.8% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 6,929 | $68.0 萬 | 0.15% | −1,131−14.0% | 減碼 |
| IFG Advisors, LLC | 6,932 | $68.0 萬 | 0.29% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 6,916 | $67.9 萬 | 0.21% | +654+10.4% | 加碼 |
| Asset Management Corp | 6,888 | $67.6 萬 | 0.39% | −521−7.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,839 | $67.1 萬 | 0.04% | −241−3.4% | 減碼 |
| Waterfront Wealth Inc. | 6,830 | $67.0 萬 | 0.27% | +1,987+41.0% | 加碼 |
| CoreCap Advisors, LLC | 6,784 | $66.6 萬 | 0.04% | +6,784 | 新進 |
| Rehmann Capital Advisory Group | 6,749 | $66.3 萬 | 0.06% | +146+2.2% | 加碼 |
| Marino, Stram & Associates LLC | 6,744 | $66.2 萬 | 0.20% | +2,073+44.4% | 加碼 |
| NorthRock Partners, LLC | 6,702 | $65.8 萬 | 0.05% | +1,868+38.6% | 加碼 |
| Harbor Advisors LLC | 6,608 | $64.9 萬 | 0.12% | 00.0% | 不變 |
| Wharton Business Group, LLC | 6,614 | $64.9 萬 | 0.04% | +6,614 | 新進 |
| Deseret Mutual Benefit Administrators | 6,590 | $64.7 萬 | 0.11% | −198−2.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,567 | $64.5 萬 | 0.11% | +90+1.4% | 加碼 |
| RMR Wealth Builders | 6,567 | $64.5 萬 | 0.19% | +3,744+132.6% | 加碼 |
| Brown Capital Management LLC | 6,547 | $64.3 萬 | 0.01% | +1,807+38.1% | 加碼 |
| Community Bank of Raymore | 6,540 | $64.2 萬 | 0.28% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 6,520 | $64.0 萬 | 0.12% | −95−1.4% | 減碼 |
| Visionary Wealth Advisors | 6,521 | $64.0 萬 | 0.05% | +2,137+48.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 6,501 | $63.8 萬 | 0.01% | +4+0.1% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $63.6 萬 | 0.05% | 00.0% | 不變 |
| Mechanics Financial Corp | 6,451 | $63.3 萬 | 0.30% | +6,451 | 新進 |
| American Portfolios Advisors | 6,446 | $63.3 萬 | 0.02% | +1,539+31.4% | 加碼 |
| Bank of Hawaii | 6,422 | $63.0 萬 | 0.03% | −8,785−57.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,428 | $63.0 萬 | 0.05% | −150−2.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,412 | $62.9 萬 | 0.05% | +672+11.7% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 6,368 | $62.5 萬 | 0.35% | +6,368 | 新進 |
| Quent Capital, LLC | 6,370 | $62.5 萬 | 0.13% | +6,370 | 新進 |
| HBK Sorce Advisory LLC | 6,352 | $62.3 萬 | 0.03% | +353+5.9% | 加碼 |
| Wedmont Private Capital | 6,053 | $62.1 萬 | 0.19% | +6,053 | 新進 |
| Voya Financial Advisors, Inc. | 6,254 | $61.8 萬 | 0.07% | +771+14.1% | 加碼 |
| Sippican Capital Advisors | 6,290 | $61.7 萬 | 0.52% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 6,325 | $61.5 萬 | 0.00% | +386+6.5% | 加碼 |
| AIA Group Ltd | 6,252 | $61.4 萬 | 0.03% | −4,131−39.8% | 減碼 |
| Stonegate Investment Group, LLC | 6,253 | $61.4 萬 | 0.03% | +6,253 | 新進 |
| Chicago Wealth Management, Inc. | 6,243 | $61.3 萬 | 0.41% | 00.0% | 不變 |
| US Asset Management LLC | 6,231 | $61.2 萬 | 0.59% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 6,183 | $60.7 萬 | 0.10% | +5+0.1% | 加碼 |
| Caas Capital Management LP | 6,150 | $60.4 萬 | 0.06% | −59,580−90.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,117 | $60.0 萬 | 0.03% | +3,239+112.5% | 加碼 |
| Autumn Glory Partners, LLC | 6,114 | $60.0 萬 | 0.25% | +6,114 | 新進 |
| Laurel Wealth Advisors, Inc. | 6,051 | $59.4 萬 | 0.05% | +2,347+63.4% | 加碼 |
| Curbstone Financial Management Corp | 6,012 | $59.0 萬 | 0.10% | +400+7.1% | 加碼 |
| Mastrapasqua Asset Management Inc | 6,000 | $58.9 萬 | 0.06% | +100+1.7% | 加碼 |
| Benchmark Investment Advisors LLC | 5,982 | $58.7 萬 | 0.48% | +5,982 | 新進 |
| F&V Capital Management, LLC | 5,964 | $58.5 萬 | 0.20% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 5,946 | $58.4 萬 | 0.21% | −36−0.6% | 減碼 |
| Meristem Family Wealth, LLC | 5,915 | $58.1 萬 | 0.05% | +9+0.2% | 加碼 |
| qPULA Trading Management LP | 5,851 | $57.4 萬 | 1.02% | −3,768−39.2% | 減碼 |
| Simmons Bank | 5,850 | $57.4 萬 | 0.04% | +1,295+28.4% | 加碼 |
| Wealth Alliance | 5,837 | $57.3 萬 | 0.12% | −62−1.1% | 減碼 |
| Donald L. Hagan, LLC | 5,841 | $57.3 萬 | 0.30% | +194+3.4% | 加碼 |
| Thomas White International Ltd | 5,820 | $57.1 萬 | 0.09% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 5,799 | $56.9 萬 | 0.15% | +50+0.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,797 | $56.9 萬 | 0.02% | −533−8.4% | 減碼 |
| Stock Yards Bank & Trust Co | 5,790 | $56.8 萬 | 0.03% | +597+11.5% | 加碼 |
| Kovack Advisors, Inc. | 5,780 | $56.7 萬 | 0.05% | +1,703+41.8% | 加碼 |
| Tributary Capital Management, LLC | 5,750 | $56.4 萬 | 0.04% | −350−5.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,715 | $56.1 萬 | 0.08% | +1,549+37.2% | 加碼 |
| Krane Funds Advisors LLC | 5,696 | $55.9 萬 | 0.01% | −360−5.9% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,674 | $55.7 萬 | 0.05% | −266−4.5% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,652 | $55.5 萬 | 0.05% | 00.0% | 不變 |
| Insight 2811, Inc. | 5,621 | $55.2 萬 | 0.31% | +457+8.8% | 加碼 |
| Bell Bank | 5,618 | $55.1 萬 | 0.06% | 00.0% | 不變 |
| Pacitti Group Inc. | 5,609 | $55.1 萬 | 0.36% | +15+0.3% | 加碼 |
| Stelac Advisory Services LLC | 5,613 | $55.1 萬 | 0.15% | +345+6.5% | 加碼 |
| Financial Advisors, LLC | 5,590 | $54.9 萬 | 0.17% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 5,596 | $54.9 萬 | 0.42% | +1,105+24.6% | 加碼 |
| Concord Wealth Partners | 5,597 | $54.9 萬 | 0.13% | +3,914+232.6% | 加碼 |
| Evermay Wealth Management LLC | 5,575 | $54.7 萬 | 0.10% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 5,558 | $54.6 萬 | 0.05% | +52+0.9% | 加碼 |
| Sage Mountain Advisors LLC | 5,565 | $54.6 萬 | 0.07% | +1,482+36.3% | 加碼 |
| LS Investment Advisors, LLC | 5,550 | $54.5 萬 | 0.08% | 00.0% | 不變 |
| Michael B. Yongue | 5,543 | $54.4 萬 | 0.36% | +1,200+27.6% | 加碼 |
| Ellevest, Inc. | 5,515 | $54.1 萬 | 0.05% | +350+6.8% | 加碼 |
| Evoke Wealth, LLC | 5,506 | $54.1 萬 | 0.02% | +590+12.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,501 | $54.0 萬 | 0.03% | +3,096+128.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,487 | $53.9 萬 | 0.02% | +10.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,480 | $53.6 萬 | 0.03% | −4−0.1% | 減碼 |
| Advisor Resource Council | 5,439 | $53.4 萬 | 0.04% | +5,439 | 新進 |
| BSW Wealth Partners | 5,418 | $53.2 萬 | 0.13% | +1,244+29.8% | 加碼 |
| Personal Cfo Solutions, LLC | 5,400 | $53.0 萬 | 0.10% | −6−0.1% | 減碼 |
| Rossmore Private Capital | 5,393 | $52.9 萬 | 0.08% | +78+1.5% | 加碼 |