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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 13,539 | $132.9 萬 | 0.10% | −1,139−7.8% | 減碼 |
| Systematic Financial Management LP | 13,500 | $132.5 萬 | 0.04% | 00.0% | 不變 |
| Csenge Advisory Group | 14,383 | $132.4 萬 | 0.12% | +2,334+19.4% | 加碼 |
| Abbrea Capital, LLC | 13,475 | $132.3 萬 | 0.18% | +390+3.0% | 加碼 |
| Investors Research Corp | 13,416 | $131.7 萬 | 0.40% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 13,367 | $131.2 萬 | 0.10% | +679+5.4% | 加碼 |
| McMillion Capital Management Inc | 13,346 | $131.0 萬 | 0.71% | +13,346 | 新進 |
| Perigon Wealth Management, LLC | 13,325 | $130.8 萬 | 0.09% | +198+1.5% | 加碼 |
| Windsor Group LTD | 12,541 | $130.8 萬 | 0.24% | −147−1.2% | 減碼 |
| Financial Counselors Inc | 13,244 | $130.0 萬 | 0.03% | −2,361−15.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 13,225 | $129.8 萬 | 0.14% | −159−1.2% | 減碼 |
| Wealth Effects LLC | 13,127 | $128.9 萬 | 0.53% | +13,127 | 新進 |
| Citizens Financial Group Inc | 13,743 | $128.8 萬 | 0.04% | +252+1.9% | 加碼 |
| Lavaca Capital LLC | 13,052 | $128.1 萬 | 0.57% | −1,490−10.2% | 減碼 |
| Howland Capital Management LLC | 13,029 | $127.9 萬 | 0.06% | +40+0.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 13,019 | $127.6 萬 | 0.11% | +478+3.8% | 加碼 |
| ARGI Investment Services, LLC | 13,004 | $127.6 萬 | 0.04% | +1,006+8.4% | 加碼 |
| Ballentine Partners, LLC | 13,008 | $127.6 萬 | 0.04% | +1,257+10.7% | 加碼 |
| Triangle Securities Wealth Management | 12,965 | $127.3 萬 | 0.40% | −370−2.8% | 減碼 |
| Adell Harriman & Carpenter Inc | 12,938 | $127.0 萬 | 0.12% | +2,975+29.9% | 加碼 |
| First National Trust Co | 12,902 | $126.7 萬 | 0.07% | +404+3.2% | 加碼 |
| JB Capital LLC | 12,874 | $126.4 萬 | 0.13% | +1,493+13.1% | 加碼 |
| IPG Investment Advisors LLC | 12,800 | $125.7 萬 | 0.23% | +12,800 | 新進 |
| Fulton Bank, N.A. | 12,785 | $125.5 萬 | 0.06% | −442−3.3% | 減碼 |
| Berkshire Asset Management LLC | 12,758 | $125.2 萬 | 0.08% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 12,755 | $125.2 萬 | 0.54% | +12,755 | 新進 |
| Avidian Wealth Solutions, LLC | 12,746 | $125.1 萬 | 0.08% | +4,566+55.8% | 加碼 |
| Freedman Financial Associates, Inc. | 12,714 | $124.8 萬 | 0.85% | −256−2.0% | 減碼 |
| AMG National Trust Bank | 12,689 | $124.6 萬 | 0.04% | +39+0.3% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $123.7 萬 | 0.38% | 00.0% | 不變 |
| Metis Global Partners, LLC | 12,594 | $123.6 萬 | 0.34% | +12,594 | 新進 |
| Principle Wealth Partners LLC | 12,585 | $123.5 萬 | 0.13% | +128+1.0% | 加碼 |
| Delta Asset Management LLC | 12,516 | $122.9 萬 | 0.11% | −75−0.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,514 | $122.8 萬 | 0.07% | +309+2.5% | 加碼 |
| DCF Advisers, LLC | 12,500 | $122.7 萬 | 0.62% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 12,439 | $122.1 萬 | 0.01% | −1,800−12.6% | 減碼 |
| Intersect Capital LLC | 12,427 | $122.0 萬 | 0.23% | +781+6.7% | 加碼 |
| SRN Advisors, LLC | 12,411 | $121.8 萬 | 0.44% | +12,411 | 新進 |
| Buckley Wealth Management, LLC | 12,410 | $121.8 萬 | 0.36% | +5,995+93.5% | 加碼 |
| Viewpoint Capital Management LLC | 12,399 | $121.7 萬 | 0.88% | +12,399 | 新進 |
| Legacy Wealth Asset Management, LLC | 12,390 | $121.6 萬 | 0.41% | −790−6.0% | 減碼 |
| Polar Asset Management Partners Inc. | 12,373 | $121.5 萬 | 0.01% | +12,373 | 新進 |
| Mather Group, LLC. | 12,367 | $121.4 萬 | 0.02% | +7,617+160.4% | 加碼 |
| J. W. Coons Advisors, LLC | 12,303 | $120.8 萬 | 0.37% | +3,272+36.2% | 加碼 |
| LMR Partners LLP | 12,266 | $120.4 萬 | 0.02% | +12,266 | 新進 |
| Pacific Global Investment Management CO | 12,221 | $120.0 萬 | 0.22% | +93+0.8% | 加碼 |
| TLWM | 12,221 | $120.0 萬 | 0.40% | +644+5.6% | 加碼 |
| Lake Street Advisors Group, LLC | 12,057 | $118.4 萬 | 0.07% | −241−2.0% | 減碼 |
| Parkside Investments, LLC | 12,000 | $117.7 萬 | 0.23% | +3,000+33.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 11,978 | $117.6 萬 | 0.01% | −83−0.7% | 減碼 |
| Salem Investment Counselors Inc | 11,963 | $117.4 萬 | 0.04% | +5,817+94.6% | 加碼 |
| Cetera Advisors LLC | 11,953 | $117.3 萬 | 0.02% | −1,913−13.8% | 減碼 |
| Resurgent Financial Advisors LLC | 11,943 | $117.2 萬 | 0.97% | +11,943 | 新進 |
| Ashton Thomas Private Wealth, LLC | 11,789 | $115.7 萬 | 0.11% | +3,836+48.2% | 加碼 |
| Claraphi Advisory Network, LLC | 11,780 | $115.6 萬 | 0.40% | +801+7.3% | 加碼 |
| Davenport & Co LLC | 11,775 | $115.6 萬 | 0.01% | +2,014+20.6% | 加碼 |
| Trust Co of Toledo NA | 11,762 | $115.4 萬 | 0.17% | −67−0.6% | 減碼 |
| Strategic Investment Advisors | 11,723 | $115.1 萬 | 0.22% | +646+5.8% | 加碼 |
| Diversified Trust Co | 11,688 | $114.7 萬 | 0.04% | −728−5.9% | 減碼 |
| Pallas Capital Advisors LLC | 11,512 | $113.8 萬 | 0.14% | +224+2.0% | 加碼 |
| United Capital Financial Advisers, LLC | 11,583 | $113.7 萬 | 0.01% | +1,433+14.1% | 加碼 |
| Capital International Sarl | 11,569 | $113.6 萬 | 0.05% | +9,020+353.9% | 加碼 |
| Magnetar Financial LLC | 11,562 | $113.5 萬 | 0.01% | −2,511−17.8% | 減碼 |
| Quadrant Capital Group LLC | 11,521 | $113.1 萬 | 0.13% | −401−3.4% | 減碼 |
| Norris Financial Group, LLC | 11,444 | $112.3 萬 | 0.68% | −1,093−8.7% | 減碼 |
| Cape Ann Savings Bank | 11,410 | $112.0 萬 | 0.67% | +654+6.1% | 加碼 |
| Ar Asset Management Inc | 11,400 | $111.9 萬 | 0.28% | 00.0% | 不變 |
| Horizon Investments, LLC | 11,351 | $110.6 萬 | 0.03% | +684+6.4% | 加碼 |
| GFG Capital, LLC | 11,258 | $110.5 萬 | 0.33% | −23−0.2% | 減碼 |
| Whittier Trust Co | 11,230 | $110.2 萬 | 0.02% | −1,000−8.2% | 減碼 |
| Vanguard Capital Wealth Advisors | 11,173 | $109.6 萬 | 0.79% | −90−0.8% | 減碼 |
| Long Run Wealth Advisors, LLC | 11,190 | $109.4 萬 | 0.38% | +11,190 | 新進 |
| MBB Public Markets I LLC | 11,131 | $109.3 萬 | 0.02% | +11,131 | 新進 |
| Stevens Capital Management LP | 11,114 | $109.1 萬 | 0.25% | −17,792−61.6% | 減碼 |
| NCM Capital Management, LLC | 11,111 | $109.1 萬 | 0.97% | +11,111 | 新進 |
| Hills Bank & Trust Co | 11,089 | $108.8 萬 | 0.15% | −777−6.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 11,034 | $108.3 萬 | 0.25% | +796+7.8% | 加碼 |
| Two Sigma Securities, LLC | 11,035 | $108.3 萬 | 0.21% | +11,035 | 新進 |
| Atlas Private Wealth Advisors | 10,981 | $107.8 萬 | 0.50% | −30.0% | 減碼 |
| Apollon Wealth Management, LLC | 10,897 | $107.0 萬 | 0.09% | +2,815+34.8% | 加碼 |
| Washburn Capital Management, Inc. | 10,865 | $106.7 萬 | 0.63% | +1,375+14.5% | 加碼 |
| Muhlenkamp & Co Inc | 10,805 | $106.1 萬 | 0.37% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 10,808 | $106.1 萬 | 0.04% | +6,023+125.9% | 加碼 |
| Roberts Capital Advisors, LLC | 10,785 | $105.9 萬 | 0.99% | +10,785 | 新進 |
| King Luther Capital Management Corp | 9,310 | $104.9 萬 | 0.00% | +981+11.8% | 加碼 |
| Childress Capital Advisors, LLC | 10,599 | $104.0 萬 | 0.43% | −1,309−11.0% | 減碼 |
| Brookstone Capital Management | 9,934 | $103.4 萬 | 0.02% | +334+3.5% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 10,432 | $103.1 萬 | 0.37% | −734−6.6% | 減碼 |
| Columbia Trust Co 01012016 | 10,555 | $102.7 萬 | 0.54% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 10,421 | $102.3 萬 | 0.08% | −13,774−56.9% | 減碼 |
| Sage Rhino Capital LLC | 10,393 | $102.0 萬 | 0.29% | −323−3.0% | 減碼 |
| OPSEU Pension Plan Trust Fund | 9,879 | $102.0 萬 | 0.23% | +964+10.8% | 加碼 |
| Brown Brothers Harriman & Co | 10,374 | $101.8 萬 | 0.01% | −161−1.5% | 減碼 |
| Retirement Planning Co of New England, Inc. | 10,377 | $101.8 萬 | 0.50% | +10,377 | 新進 |
| Lake Street Financial LLC | 10,224 | $100.4 萬 | 0.18% | +10,224 | 新進 |
| Gryphon Financial Partners LLC | 10,204 | $100.1 萬 | 0.20% | −1,609−13.6% | 減碼 |
| Bradley Foster & Sargent Inc | 10,174 | $99.9 萬 | 0.02% | +533+5.5% | 加碼 |
| Accurate Wealth Management, LLC | 7,391 | $99.2 萬 | 0.82% | +65+0.9% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 10,101 | $99.2 萬 | 0.14% | 00.0% | 不變 |
| Clarkston Capital Partners, LLC | 10,061 | $98.8 萬 | 0.02% | +10,061 | 新進 |