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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 7,904 | $69.1 萬 | 0.02% | −75−0.9% | 減碼 |
| TRUE Private Wealth Advisors | 7,937 | $69.2 萬 | 0.10% | +24+0.3% | 加碼 |
| Oak Thistle LLC | 7,939 | $69.4 萬 | 0.37% | +7,939 | 新進 |
| Barings LLC | 8,031 | $70.2 萬 | 0.02% | +554+7.4% | 加碼 |
| Prio Wealth Limited Partnership | 8,051 | $70.4 萬 | 0.02% | +411+5.4% | 加碼 |
| Cim Investment Mangement Inc | 8,079 | $70.6 萬 | 0.24% | +419+5.5% | 加碼 |
| QVR LLC | 8,083 | $70.6 萬 | 2.82% | +8,083 | 新進 |
| Strategic Blueprint, LLC | 8,086 | $70.7 萬 | 0.08% | −214−2.6% | 減碼 |
| Sage Rhino Capital LLC | 8,137 | $71.1 萬 | 0.22% | −2,256−21.7% | 減碼 |
| Burke & Herbert Bank & Trust Co | 8,138 | $71.1 萬 | 0.45% | −478−5.5% | 減碼 |
| Fort Point Capital Partners LLC | 8,196 | $71.6 萬 | 0.11% | −16−0.2% | 減碼 |
| E&G Advisors, LP | 8,200 | $71.7 萬 | 0.20% | −300−3.5% | 減碼 |
| Independent Investors Inc | 8,216 | $71.8 萬 | 0.16% | 00.0% | 不變 |
| Good Life Advisors, LLC | 8,240 | $72.0 萬 | 0.09% | +91+1.1% | 加碼 |
| Bull Street Advisors, LLC | 8,379 | $73.2 萬 | 0.36% | 00.0% | 不變 |
| Empowered Funds, LLC | 8,421 | $73.6 萬 | 0.08% | +8,421 | 新進 |
| Benchmark Investment Advisors LLC | 8,433 | $73.7 萬 | 0.55% | +2,451+41.0% | 加碼 |
| Corsair Capital Management, L.P. | 8,448 | $73.8 萬 | 0.18% | −643−7.1% | 減碼 |
| Bridgefront Capital, LLC | 8,470 | $74.0 萬 | 0.91% | +4,893+136.8% | 加碼 |
| New Vernon Investment Management LLC | 8,550 | $74.7 萬 | 1.04% | 00.0% | 不變 |
| Chesapeake Wealth Management | 8,541 | $74.7 萬 | 0.27% | +6,123+253.2% | 加碼 |
| Shulman DeMeo Asset Management LLC | 8,560 | $74.8 萬 | 0.21% | +47+0.6% | 加碼 |
| Legacy Bridge, LLC | 8,594 | $75.1 萬 | 0.44% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 8,665 | $75.7 萬 | 0.03% | −154−1.7% | 減碼 |
| Proficio Capital Partners LLC | 8,735 | $76.3 萬 | 0.11% | +567+6.9% | 加碼 |
| RMR Wealth Builders | 8,755 | $76.5 萬 | 0.16% | +2,188+33.3% | 加碼 |
| Magnus Financial Group LLC | 8,796 | $76.9 萬 | 0.13% | −197−2.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $77.1 萬 | 0.09% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 8,891 | $77.7 萬 | 0.02% | −24−0.3% | 減碼 |
| Outlook Wealth Advisors, LLC | 8,981 | $78.5 萬 | 0.26% | −62−0.7% | 減碼 |
| Eudaimonia Partners, LLC | 8,983 | $78.5 萬 | 0.13% | +8,983 | 新進 |
| Warther Private Wealth, LLC | 9,040 | $78.6 萬 | 0.51% | +1,399+18.3% | 加碼 |
| Bard Financial Services, Inc. | 8,995 | $78.6 萬 | 0.06% | +1,675+22.9% | 加碼 |
| Steel Peak Wealth Management LLC | 9,028 | $78.9 萬 | 0.05% | +2,049+29.4% | 加碼 |
| Cambridge Trust Co | 9,042 | $79.0 萬 | 0.03% | +1,326+17.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 9,169 | $80.1 萬 | 0.01% | 00.0% | 不變 |
| W Advisors, LLC | 9,183 | $80.3 萬 | 0.61% | +14+0.2% | 加碼 |
| Two Sigma Advisers, LP | 9,200 | $80.4 萬 | 0.00% | +9,200 | 新進 |
| Smithfield Trust Co | 9,196 | $80.5 萬 | 0.05% | +19+0.2% | 加碼 |
| Henshaw Capital LLC | 9,224 | $80.6 萬 | 0.05% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 9,239 | $80.7 萬 | 0.00% | −3,200−25.7% | 減碼 |
| Qtron Investments LLC | 9,228 | $80.7 萬 | 0.18% | 00.0% | 不變 |
| Sumitomo Mitsui Financial Group, Inc. | 9,000 | $81.2 萬 | 0.02% | −500−5.3% | 減碼 |
| Johnson Financial Group, Inc. | 9,332 | $81.5 萬 | 0.06% | +618+7.1% | 加碼 |
| Trust Co of Vermont | 9,360 | $81.8 萬 | 0.06% | −228−2.4% | 減碼 |
| Caerus Investment Advisors, LLC | 10,079 | $81.8 萬 | 0.99% | +10,079 | 新進 |
| AIA Group Ltd | 9,423 | $82.4 萬 | 0.04% | +3,171+50.7% | 加碼 |
| Parcion Private Wealth LLC | 9,402 | $82.7 萬 | 0.08% | −63−0.7% | 減碼 |
| Washington Trust Co | 9,483 | $82.9 萬 | 0.03% | −335−3.4% | 減碼 |
| Asset Management Corp | 9,517 | $83.2 萬 | 0.51% | +2,629+38.2% | 加碼 |
| Private Trust Co NA | 9,584 | $83.8 萬 | 0.13% | +1,283+15.5% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 10,029 | $84.4 萬 | 0.28% | −403−3.9% | 減碼 |
| NewEdge Wealth, LLC | 9,678 | $84.6 萬 | 0.04% | +5,406+126.5% | 加碼 |
| Gsa Capital Partners LLP | 9,707 | $84.8 萬 | 0.11% | +9,707 | 新進 |
| Circle Wealth Management, LLC | 9,741 | $85.1 萬 | 0.11% | +1,913+24.4% | 加碼 |
| Venturi Wealth Management, LLC | 9,741 | $85.2 萬 | 0.07% | +505+5.5% | 加碼 |
| Waterfront Wealth Inc. | 10,169 | $85.6 萬 | 0.30% | +3,339+48.9% | 加碼 |
| Gryphon Financial Partners LLC | 9,815 | $85.8 萬 | 0.18% | −389−3.8% | 減碼 |
| Equitable Holdings, Inc. | 9,885 | $86.4 萬 | 0.01% | +705+7.7% | 加碼 |
| Colony Group LLC | 9,895 | $86.5 萬 | 0.01% | +1,915+24.0% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $87.4 萬 | 0.02% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 10,000 | $87.4 萬 | 0.18% | 00.0% | 不變 |
| P.A.W. Capital Corp | 10,000 | $87.4 萬 | 0.91% | +1,500+17.6% | 加碼 |
| Zeke Capital Advisors, LLC | 10,072 | $88.0 萬 | 0.04% | +10,072 | 新進 |
| Precision Wealth Strategies, LLC | 10,083 | $88.1 萬 | 0.52% | +1,477+17.2% | 加碼 |
| Maltin Wealth Management, Inc. | 10,105 | $88.3 萬 | 0.58% | +531+5.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,154 | $88.7 萬 | 0.30% | +168+1.7% | 加碼 |
| Allworth Financial LP | 10,188 | $89.0 萬 | 0.01% | +5,402+112.9% | 加碼 |
| Norris Financial Group, LLC | 10,214 | $89.3 萬 | 0.54% | −1,230−10.7% | 減碼 |
| Hills Bank & Trust Co | 10,243 | $89.5 萬 | 0.13% | −846−7.6% | 減碼 |
| Lake Street Financial LLC | 10,261 | $89.7 萬 | 0.16% | +37+0.4% | 加碼 |
| TD Ameritrade Investment Management, LLC | 10,264 | $89.7 萬 | 0.01% | +1,131+12.4% | 加碼 |
| Fortem Financial Group, LLC | 10,278 | $89.8 萬 | 0.39% | +3,012+41.5% | 加碼 |
| Odey Holdings Ltd | 10,343 | $90.4 萬 | 6.44% | −3,600−25.8% | 減碼 |
| CoreCap Advisors, LLC | 10,341 | $90.4 萬 | 0.06% | +3,557+52.4% | 加碼 |
| Retirement Planning Co of New England, Inc. | 10,383 | $90.7 萬 | 0.51% | +6+0.1% | 加碼 |
| Occudo Quantitative Strategies LP | 10,402 | $90.9 萬 | 0.08% | +10,402 | 新進 |
| OPSEU Pension Plan Trust Fund | 10,369 | $91.0 萬 | 0.22% | +490+5.0% | 加碼 |
| Pallas Capital Advisors LLC | 10,778 | $91.4 萬 | 0.12% | −734−6.4% | 減碼 |
| AGF Investments LLC | 10,455 | $91.4 萬 | 0.08% | +10,455 | 新進 |
| Seeyond | 10,483 | $91.6 萬 | 0.09% | +1,174+12.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,515 | $91.9 萬 | 0.06% | +3,676+53.8% | 加碼 |
| StoneX Group Inc. | 10,526 | $92.0 萬 | 0.07% | +1,243+13.4% | 加碼 |
| Brighton Jones LLC | 10,530 | $92.0 萬 | 0.04% | +1,068+11.3% | 加碼 |
| Financial Counselors Inc | 10,576 | $92.4 萬 | 0.02% | −2,668−20.1% | 減碼 |
| Wintrust Investments LLC | 10,569 | $92.4 萬 | 0.09% | +1,723+19.5% | 加碼 |
| Community Bank, N.A. | 10,631 | $92.9 萬 | 0.11% | +2,234+26.6% | 加碼 |
| Sowell Financial Services LLC | 11,022 | $93.3 萬 | 0.16% | −18,922−63.2% | 減碼 |
| Lansing Street Advisors | 11,113 | $93.4 萬 | 0.59% | +11,113 | 新進 |
| Resources Investment Advisors, LLC. | 10,699 | $93.5 萬 | 0.04% | +651+6.5% | 加碼 |
| Capitolis Advisors LLC | 10,753 | $94.0 萬 | 0.05% | −696,097−98.5% | 減碼 |
| Calamos Wealth Management LLC | 10,782 | $94.2 萬 | 0.07% | −2,757−20.4% | 減碼 |
| Roberts Capital Advisors, LLC | 10,785 | $94.3 萬 | 0.97% | 00.0% | 不變 |
| Muhlenkamp & Co Inc | 10,805 | $94.4 萬 | 0.33% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 10,828 | $94.6 萬 | 0.42% | −153−1.4% | 減碼 |
| Bank Hapoalim BM | 10,916 | $95.4 萬 | 0.10% | −2,927−21.1% | 減碼 |
| Brookstone Capital Management | 11,355 | $95.4 萬 | 0.02% | +1,421+14.3% | 加碼 |
| Pekin Hardy Strauss, Inc. | 10,970 | $95.9 萬 | 0.13% | +1,500+15.8% | 加碼 |
| NCM Capital Management, LLC | 11,195 | $97.8 萬 | 0.62% | +84+0.8% | 加碼 |
| Bowling Portfolio Management LLC | 11,259 | $98.4 萬 | 0.21% | −18,088−61.6% | 減碼 |