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。
2022 年第 1 季 13F 持有人
Morgan Stanley 在 2022/3/31 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
- 1,673
- 較 2021 年第 4 季 −22 家
- 持有股數
- 14.8 億
- 較 2021 年第 4 季 −2,021 萬 (−1.4%)
- 總市值
- $1,291 億
- 較 2021 年第 4 季 −$178.2 億 (−12.1%)
- 新進機構
- 142
- 另有 675 家加碼
- 清倉機構
- 164
- 另有 615 家減碼
另有 21 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 4,472 | $39.1 萬 | 0.14% | +140+3.2% | 加碼 |
| Fullerton Fund Management Co Ltd. | 4,485 | $39.2 萬 | 0.02% | −778,095−99.4% | 減碼 |
| Perritt Capital Management Inc | 4,500 | $39.3 萬 | 0.21% | −260−5.5% | 減碼 |
| CX Institutional | 4,508 | $39.4 萬 | 0.03% | +240+5.6% | 加碼 |
| Financial Management Professionals, Inc. | 4,512 | $39.4 萬 | 0.09% | +663+17.2% | 加碼 |
| Valmark Advisers, Inc. | 4,524 | $39.5 萬 | 0.01% | +4,524 | 新進 |
| Marcum Wealth, LLC | 4,547 | $39.7 萬 | 0.05% | +459+11.2% | 加碼 |
| Motco | 4,569 | $39.9 萬 | 0.03% | −96,232−95.5% | 減碼 |
| Bahl & Gaynor Inc | 4,587 | $40.1 萬 | 0.00% | +127+2.8% | 加碼 |
| Fort Pitt Capital Group, LLC | 4,621 | $40.4 萬 | 0.02% | −19−0.4% | 減碼 |
| Ameritas Advisory Services, LLC | 4,635 | $40.5 萬 | 0.01% | +909+24.4% | 加碼 |
| KLCM Advisors, Inc. | 4,647 | $40.6 萬 | 0.09% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 4,647 | $40.6 萬 | 0.10% | +115+2.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 4,660 | $40.7 萬 | 0.14% | +1,303+38.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,666 | $40.8 萬 | 0.09% | +104+2.3% | 加碼 |
| Grandfield & Dodd, LLC | 4,668 | $41.0 萬 | 0.03% | +719+18.2% | 加碼 |
| Wealth Alliance | 4,704 | $41.1 萬 | 0.08% | −1,133−19.4% | 減碼 |
| Executive Wealth Group LLC | 4,708 | $41.2 萬 | 0.27% | +31+0.7% | 加碼 |
| LVZ Advisors, Inc. | 4,732 | $41.4 萬 | 0.06% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 4,752 | $41.5 萬 | 0.03% | +305+6.9% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,775 | $41.7 萬 | 0.02% | −726−13.2% | 減碼 |
| Chelsea Counsel Co | 4,776 | $41.7 萬 | 0.18% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 4,794 | $41.9 萬 | 0.28% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 4,804 | $42.0 萬 | 0.02% | +385+8.7% | 加碼 |
| L2 Asset Management, LLC | 4,840 | $42.3 萬 | 0.26% | +2,150+79.9% | 加碼 |
| Rothschild Investment Corp | 4,851 | $42.4 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 4,704 | $42.5 萬 | 0.08% | +207+4.6% | 加碼 |
| Anchor Investment Management, LLC | 4,880 | $42.7 萬 | 0.05% | −150−3.0% | 減碼 |
| Buckingham Strategic Wealth, LLC | 4,883 | $42.7 萬 | 0.01% | +345+7.6% | 加碼 |
| Independent Solutions Wealth Management, LLC | 4,889 | $42.7 萬 | 0.11% | −149−3.0% | 減碼 |
| Hudock, Inc. | 4,914 | $42.9 萬 | 0.12% | +599+13.9% | 加碼 |
| Laidlaw Wealth Management LLC | 4,914 | $42.9 萬 | 0.07% | +668+15.7% | 加碼 |
| V Wealth Advisors LLC | 4,935 | $43.1 萬 | 0.07% | −359−6.8% | 減碼 |
| Eads & Heald Wealth Management | 4,961 | $43.4 萬 | 0.20% | +715+16.8% | 加碼 |
| Ledyard National Bank | 4,977 | $43.5 萬 | 0.04% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 4,977 | $43.5 萬 | 0.22% | +4,977 | 新進 |
| Geller Advisors LLC | 4,984 | $43.6 萬 | 0.08% | +166+3.4% | 加碼 |
| Peoples Bank | 5,000 | $43.7 萬 | 0.22% | −75−1.5% | 減碼 |
| X-Square Capital, LLC | 4,999 | $43.7 萬 | 0.23% | +6+0.1% | 加碼 |
| Davidson Investment Advisors | 5,009 | $43.8 萬 | 0.03% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,018 | $43.9 萬 | 0.09% | +350+7.5% | 加碼 |
| Wedmont Private Capital | 5,059 | $44.2 萬 | 0.10% | −994−16.4% | 減碼 |
| Crawford Investment Counsel Inc | 5,055 | $44.2 萬 | 0.01% | +27+0.5% | 加碼 |
| Centiva Capital, LP | 5,063 | $44.3 萬 | 0.03% | −14,462−74.1% | 減碼 |
| Michael B. Yongue | 5,103 | $44.6 萬 | 0.32% | −440−7.9% | 減碼 |
| Skba Capital Management LLC | 5,100 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 5,102 | $44.6 萬 | 0.03% | +5,102 | 新進 |
| Ibex Wealth Advisors | 5,112 | $44.7 萬 | 0.09% | −23,588−82.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,115 | $44.7 萬 | 0.06% | −600−10.5% | 減碼 |
| Private Capital Group, LLC | 5,113 | $44.7 萬 | 0.10% | +518+11.3% | 加碼 |
| Jump Financial, LLC | 5,112 | $44.7 萬 | 0.02% | +5,112 | 新進 |
| North Star Investment Management Corp. | 5,171 | $45.2 萬 | 0.04% | −59−1.1% | 減碼 |
| Jackson Square Capital, LLC | 5,167 | $45.2 萬 | 0.14% | +112+2.2% | 加碼 |
| Hamilton Capital, LLC | 5,174 | $45.2 萬 | 0.03% | +530+11.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 5,240 | $45.8 萬 | 0.09% | +2,834+117.8% | 加碼 |
| Tower Bridge Advisors | 5,242 | $45.8 萬 | 0.03% | +900+20.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,256 | $45.9 萬 | 0.05% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 5,255 | $45.9 萬 | 0.03% | +173+3.4% | 加碼 |
| Perpetual Investment Management Ltd | 5,300 | $46.3 萬 | 0.06% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 5,301 | $46.3 萬 | 0.06% | +2,261+74.4% | 加碼 |
| Change Path, LLC | 5,325 | $46.5 萬 | 0.02% | +3,227+153.8% | 加碼 |
| Deseret Mutual Benefit Administrators | 5,349 | $46.8 萬 | 0.09% | −1,241−18.8% | 減碼 |
| Summit Financial, LLC | 5,356 | $46.8 萬 | 0.04% | +91+1.7% | 加碼 |
| Parkside Financial Bank & Trust | 5,371 | $46.9 萬 | 0.13% | +76+1.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,380 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| Parametrica Management Ltd | 5,370 | $47.0 萬 | 0.35% | +5,370 | 新進 |
| Rossmore Private Capital | 5,393 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 5,437 | $47.5 萬 | 0.14% | +5,055+1,323.3% | 加碼 |
| Kistler-Tiffany Companies, LLC | 5,508 | $48.1 萬 | 0.09% | +772+16.3% | 加碼 |
| Bell Bank | 5,524 | $48.3 萬 | 0.05% | −94−1.7% | 減碼 |
| Insight 2811, Inc. | 5,547 | $48.5 萬 | 0.29% | −74−1.3% | 減碼 |
| LS Investment Advisors, LLC | 5,550 | $48.5 萬 | 0.08% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 5,553 | $48.6 萬 | 0.04% | −5−0.1% | 減碼 |
| Financial Advisors, LLC | 5,590 | $48.9 萬 | 0.15% | 00.0% | 不變 |
| Berger Financial Group, Inc | 5,589 | $48.9 萬 | 0.06% | +1,082+24.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 5,616 | $49.1 萬 | 0.04% | −435−7.2% | 減碼 |
| Evoke Wealth, LLC | 5,623 | $49.1 萬 | 0.02% | +117+2.1% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,635 | $49.2 萬 | 0.05% | −17−0.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,686 | $49.7 萬 | 0.04% | +12+0.2% | 加碼 |
| Bank of Hawaii | 5,697 | $49.8 萬 | 0.03% | −725−11.3% | 減碼 |
| Bartlett & Co. LLC | 5,698 | $49.8 萬 | 0.01% | +373+7.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,698 | $49.8 萬 | 0.01% | +373+7.0% | 加碼 |
| Curi Capital | 5,720 | $49.9 萬 | 0.09% | +1,492+35.3% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,720 | $50.0 萬 | 0.02% | +233+4.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 5,736 | $50.1 萬 | 0.18% | −210−3.5% | 減碼 |
| Miracle Mile Advisors, LLC | 5,732 | $50.1 萬 | 0.02% | +1,091+23.5% | 加碼 |
| Adirondack Trust Co | 5,772 | $50.4 萬 | 0.24% | +1,492+34.9% | 加碼 |
| Interchange Capital Partners, LLC | 5,788 | $50.5 萬 | 0.52% | +1,305+29.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,804 | $50.7 萬 | 0.03% | −313−5.1% | 減碼 |
| Thomas White International Ltd | 5,820 | $50.9 萬 | 0.09% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 5,827 | $50.9 萬 | 0.04% | +1,773+43.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,843 | $51.1 萬 | 0.09% | −724−11.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,499 | $51.2 萬 | 0.03% | +19+0.3% | 加碼 |
| Berkshire Bank | 5,865 | $51.3 萬 | 0.12% | +1,214+26.1% | 加碼 |
| BSW Wealth Partners | 5,883 | $51.4 萬 | 0.13% | +465+8.6% | 加碼 |
| Stock Yards Bank & Trust Co | 5,890 | $51.5 萬 | 0.03% | +100+1.7% | 加碼 |
| Morris Retirement Advisors, LLC | 5,904 | $51.6 萬 | 0.39% | +308+5.5% | 加碼 |
| M&R Capital Management Inc | 5,908 | $51.7 萬 | 0.11% | +1,075+22.2% | 加碼 |
| Pacitti Group Inc. | 5,930 | $51.8 萬 | 0.34% | +321+5.7% | 加碼 |
| HBK Sorce Advisory LLC | 5,942 | $51.9 萬 | 0.03% | −410−6.5% | 減碼 |