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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 3,219 | $31.6 萬 | 0.02% | +159+5.2% | 加碼 |
| 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 |
| Hoylecohen, LLC | 3,200 | $31.4 萬 | 0.03% | −869−21.4% | 減碼 |
| State of Wyoming | 3,189 | $31.3 萬 | 0.15% | −2−0.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,178 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| 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 |
| Aaron Wealth Advisors | 3,144 | $30.8 萬 | 0.09% | +568+22.0% | 加碼 |
| Silverlake Wealth Management LLC | 3,127 | $30.7 萬 | 0.17% | +3,127 | 新進 |
| Golden Green, Inc. | 3,118 | $30.6 萬 | 0.25% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 3,112 | $30.5 萬 | 0.05% | −15,870−83.6% | 減碼 |
| Highland Capital Management, LLC | 3,100 | $30.4 萬 | 0.02% | −500−13.9% | 減碼 |
| Rpo LLC | 3,100 | $30.4 萬 | 0.11% | +3,100 | 新進 |
| 180 Wealth Advisors, LLC | 3,065 | $30.3 萬 | 0.07% | −1,331−30.3% | 減碼 |
| Private Asset Management Inc | 3,082 | $30.3 萬 | 0.04% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 3,080 | $30.3 萬 | 0.02% | +762+32.9% | 加碼 |
| Roundview Capital LLC | 3,062 | $30.1 萬 | 0.03% | +829+37.1% | 加碼 |
| Covington Capital Management | 3,055 | $30.0 萬 | 0.01% | +354+13.1% | 加碼 |
| Castleview Partners, LLC | 29,448 | $30.0 萬 | 0.00% | +29,448 | 新進 |
| David Loasby | 3,058 | $30.0 萬 | 0.04% | +3,058 | 新進 |
| Berkeley Capital Partners, LLC | 3,044 | $29.9 萬 | 0.12% | +397+15.0% | 加碼 |
| Objective Capital Management, LLC | 3,042 | $29.9 萬 | 0.21% | +3,042 | 新進 |
| Tradition Wealth Management, LLC | 3,040 | $29.8 萬 | 0.04% | +138+4.8% | 加碼 |
| Janney Capital Management LLC | 3,023 | $29.7 萬 | 0.02% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 3,025 | $29.7 萬 | 0.20% | +3,025 | 新進 |
| David R. Rahn & Associates Inc. | 3,013 | $29.6 萬 | 0.13% | +13+0.4% | 加碼 |
| Five Oceans Advisors | 3,001 | $29.5 萬 | 0.26% | +124+4.3% | 加碼 |
| Spirit of America Management Corp | 3,000 | $29.4 萬 | 0.06% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,000 | $29.4 萬 | 0.25% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,999 | $29.4 萬 | 0.01% | +2,999 | 新進 |
| Segment Wealth Management, LLC | 2,987 | $29.3 萬 | 0.03% | +2,987 | 新進 |
| Harbour Investments, Inc. | 2,975 | $29.2 萬 | 0.02% | −9,936−77.0% | 減碼 |
| Ssi Investment Management LLC | 2,961 | $29.1 萬 | 0.02% | −5−0.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 2,945 | $28.9 萬 | 0.03% | +48+1.7% | 加碼 |
| Measured Wealth Private Client Group, LLC | 2,945 | $28.9 萬 | 0.10% | +131+4.7% | 加碼 |
| NBT Bank N A | 2,932 | $28.8 萬 | 0.04% | −271−8.5% | 減碼 |
| Royal Fund Management, LLC | 2,944 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| FFT Wealth Management LLC | 2,933 | $28.8 萬 | 0.03% | +2,933 | 新進 |
| LGL Partners, LLC | 2,933 | $28.8 萬 | 0.03% | +2,933 | 新進 |
| Ridgewood Investments LLC | 2,911 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 2,915 | $28.6 萬 | 0.07% | +152+5.5% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,918 | $28.6 萬 | 0.02% | +193+7.1% | 加碼 |
| Tanager Wealth Management LLP | 2,901 | $28.5 萬 | 0.22% | +2,901 | 新進 |
| DRW Securities, LLC | 2,896 | $28.4 萬 | 0.02% | −42,727−93.7% | 減碼 |
| NovaPoint Capital, LLC | 2,890 | $28.4 萬 | 0.10% | +2,890 | 新進 |
| Leonteq Securities AG | 2,888 | $28.3 萬 | 0.01% | +2,888 | 新進 |
| McLean Asset Management Corp | 2,736 | $28.2 萬 | 0.11% | −56−2.0% | 減碼 |
| Wimmer Associates 1, LLC | 2,872 | $28.2 萬 | 0.15% | −20−0.7% | 減碼 |
| Leisure Capital Management | 2,871 | $28.2 萬 | 0.13% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 2,876 | $28.2 萬 | 0.01% | +2,876 | 新進 |
| Sompo Asset Management Co., Ltd. | 2,870 | $28.1 萬 | 0.06% | +270+10.4% | 加碼 |
| Wealthsource Partners, LLC | 2,862 | $28.1 萬 | 0.02% | +386+15.6% | 加碼 |
| Vigilare Wealth Management | 2,860 | $28.1 萬 | 0.17% | +2,860 | 新進 |
| Norway Savings Bank | 2,852 | $28.0 萬 | 0.12% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 2,854 | $28.0 萬 | 0.09% | +41+1.5% | 加碼 |
| Wagner Wealth Management, LLC | 2,838 | $27.9 萬 | 0.21% | +160+6.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,839 | $27.9 萬 | 0.13% | +2,827+23,558.3% | 加碼 |
| Pathway Financial Advisors LLC | 2,717 | $27.9 萬 | 0.10% | +2,717 | 新進 |
| Maryland Capital Management | 2,832 | $27.8 萬 | 0.02% | +2,832 | 新進 |
| Vantage Consulting Group Inc | 2,808 | $27.6 萬 | 0.07% | +328+13.2% | 加碼 |
| Fort Sheridan Advisors LLC | 2,809 | $27.6 萬 | 0.08% | +740+35.8% | 加碼 |
| Planned Solutions, Inc. | 2,807 | $27.6 萬 | 0.19% | +2,807 | 新進 |
| Syntax Advisors, LLC | 2,808 | $27.6 萬 | 0.20% | +2,808 | 新進 |
| Greenspring Advisors, LLC | 2,810 | $27.6 萬 | 0.07% | +2,810 | 新進 |
| American State Bank (Iowa) | 2,808 | $27.6 萬 | 0.19% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,798 | $27.5 萬 | 0.07% | +1,576+129.0% | 加碼 |
| Humankind Investments LLC | 2,793 | $27.4 萬 | 0.11% | +382+15.8% | 加碼 |
| New Century Advisors, LLC | 2,790 | $27.4 萬 | 0.26% | +2,790 | 新進 |
| Rockland Trust Co | 2,761 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Tatro Capital, LLC | 2,762 | $27.1 萬 | 0.19% | +215+8.4% | 加碼 |
| Formidable Asset Management, LLC | 2,596 | $27.0 萬 | 0.05% | −111−4.1% | 減碼 |
| Fieldpoint Private Securities, LLC | 2,755 | $27.0 萬 | 0.05% | +635+30.0% | 加碼 |
| Wealth Advisors of Iowa, LLC | 2,750 | $27.0 萬 | 0.15% | +2,750 | 新進 |
| Annapolis Financial Services, LLC | 2,745 | $26.9 萬 | 0.08% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,745 | $26.9 萬 | 0.06% | +76+2.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 2,737 | $26.9 萬 | 0.14% | +2,737 | 新進 |
| Johnson Investment Counsel Inc | 2,734 | $26.8 萬 | 0.00% | −22−0.8% | 減碼 |
| Doheny Asset Management | 2,726 | $26.8 萬 | 0.19% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 2,719 | $26.7 萬 | 0.08% | 00.0% | 不變 |
| ProVise Management Group, LLC | 2,712 | $26.6 萬 | 0.02% | −93−3.3% | 減碼 |
| Cozad Asset Management Inc | 2,710 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Univest Financial Corp | 2,713 | $26.6 萬 | 0.07% | +156+6.1% | 加碼 |
| Reik & Co., LLC | 2,703 | $26.5 萬 | 0.06% | 00.0% | 不變 |
| Cordasco Financial Network | 2,702 | $26.5 萬 | 0.17% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 2,698 | $26.5 萬 | 0.01% | +460+20.6% | 加碼 |
| L2 Asset Management, LLC | 2,690 | $26.4 萬 | 0.18% | +2,690 | 新進 |
| Atlas Capital Advisors LLC | 2,681 | $26.3 萬 | 0.04% | −183−6.4% | 減碼 |
| Weatherly Asset Management L. P. | 2,684 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| Harrington Investments, INC | 2,675 | $26.3 萬 | 0.14% | +250+10.3% | 加碼 |
| Journey Strategic Wealth LLC | 2,679 | $26.3 萬 | 0.03% | +2,679 | 新進 |
| Asset Allocation & Management Company, LLC | 2,660 | $26.1 萬 | 0.09% | +2,660 | 新進 |
| Clear Creek Financial Management, LLC | 2,650 | $26.0 萬 | 0.04% | +150+6.0% | 加碼 |
| Powell Investment Advisors, LLC | 2,637 | $25.9 萬 | 0.15% | +18+0.7% | 加碼 |
| Blueshift Asset Management, LLC | 2,632 | $25.8 萬 | 0.02% | −26,831−91.1% | 減碼 |
| Oakworth Capital, Inc. | 2,630 | $25.8 萬 | 0.02% | +300+12.9% | 加碼 |
| Biltmore Family Office, LLC | 2,626 | $25.8 萬 | 0.05% | +2,626 | 新進 |
| Washington Trust Bank | 2,610 | $25.7 萬 | 0.02% | −47,452−94.8% | 減碼 |