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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 7,364 | $64.4 萬 | 0.37% | +7,364 | 新進 |
| Resource Consulting Group Inc | 7,356 | $64.3 萬 | 0.22% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 7,310 | $63.9 萬 | 0.06% | +2,028+38.4% | 加碼 |
| Salzhauer Michael | 14,840 | $63.8 萬 | 0.28% | −6,300−29.8% | 減碼 |
| Asset Dedication, LLC | 7,302 | $63.7 萬 | 0.07% | −49−0.7% | 減碼 |
| Stonnington Group, LLC | 7,550 | $63.4 萬 | 0.15% | −1,650−17.9% | 減碼 |
| Hilltop Holdings Inc. | 7,262 | $63.4 萬 | 0.07% | −653−8.3% | 減碼 |
| Walleye Capital LLC | 7,227 | $63.2 萬 | 0.02% | −16,361−69.4% | 減碼 |
| First Horizon Advisors, Inc. | 7,241 | $63.2 萬 | 0.03% | −1,370−15.9% | 減碼 |
| West Oak Capital, LLC | 7,225 | $63.1 萬 | 0.28% | −250−3.3% | 減碼 |
| Robotti Robert | 7,215 | $63.1 萬 | 0.13% | +215+3.1% | 加碼 |
| Perigon Wealth Management, LLC | 7,205 | $63.0 萬 | 0.04% | −6,120−45.9% | 減碼 |
| Orca Investment Management, LLC | 7,160 | $62.6 萬 | 0.51% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 7,126 | $62.3 萬 | 0.32% | +33+0.5% | 加碼 |
| 44 Wealth Management LLC | 7,105 | $62.1 萬 | 0.22% | −2,489−25.9% | 減碼 |
| Somerville Kurt F | 7,087 | $61.9 萬 | 0.10% | −8−0.1% | 減碼 |
| Clare Market Investments LLC | 7,077 | $61.9 萬 | 0.20% | +7,077 | 新進 |
| HM Payson & Co | 7,037 | $61.5 萬 | 0.01% | −28−0.4% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $61.2 萬 | 0.28% | +7,000 | 新進 |
| Hyman Charles D | 6,975 | $61.0 萬 | 0.04% | +4,438+174.9% | 加碼 |
| Zions Bancorporation, N.A. | 6,957 | $60.8 萬 | 0.05% | +2,660+61.9% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 6,929 | $60.6 萬 | 0.16% | 00.0% | 不變 |
| IFG Advisors, LLC | 6,932 | $60.6 萬 | 0.27% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 6,911 | $60.3 萬 | 0.18% | −5,392−43.8% | 減碼 |
| Platte River Wealth Advisors, LLC | 6,880 | $60.1 萬 | 0.22% | −530−7.2% | 減碼 |
| Aubrey Capital Management Ltd | 6,613 | $59.7 萬 | 0.34% | +6,613 | 新進 |
| Mutual Advisors, LLC | 6,772 | $59.2 萬 | 0.03% | +1,403+26.1% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 6,767 | $59.1 萬 | 0.35% | +399+6.3% | 加碼 |
| Rehmann Capital Advisory Group | 6,718 | $58.7 萬 | 0.06% | −31−0.5% | 減碼 |
| Krane Funds Advisors LLC | 6,713 | $58.7 萬 | 0.02% | +1,017+17.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,702 | $58.5 萬 | 0.05% | +274+4.3% | 加碼 |
| Private Portfolio Partners LLC | 6,687 | $58.4 萬 | 0.14% | +888+15.3% | 加碼 |
| B. Riley Wealth Management, Inc. | 6,665 | $58.3 萬 | 0.04% | +2,558+62.3% | 加碼 |
| Glen Eagle Advisors, LLC | 6,651 | $58.1 萬 | 0.15% | −1,102−14.2% | 減碼 |
| Mechanics Financial Corp | 6,646 | $58.1 萬 | 0.30% | +195+3.0% | 加碼 |
| Harbor Advisors LLC | 6,608 | $57.8 萬 | 0.12% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 6,606 | $57.7 萬 | 0.02% | −1,162−15.0% | 減碼 |
| Fulcrum Asset Management LLP | – | $57.4 萬 | 0.17% | – | – |
| Brown Capital Management LLC | 6,547 | $57.2 萬 | 0.01% | 00.0% | 不變 |
| Community Bank of Raymore | 6,540 | $57.2 萬 | 0.16% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 6,529 | $57.1 萬 | 0.11% | +9+0.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 6,537 | $57.1 萬 | 0.24% | +3,928+150.6% | 加碼 |
| Vise Technologies, Inc. | 6,524 | $57.0 萬 | 0.21% | +6,524 | 新進 |
| Douglass Winthrop Advisors, LLC | 6,504 | $56.8 萬 | 0.01% | +30.0% | 加碼 |
| Mastrapasqua Asset Management Inc | 6,500 | $56.8 萬 | 0.06% | +500+8.3% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $56.6 萬 | 0.05% | 00.0% | 不變 |
| American Portfolios Advisors | 6,470 | $56.6 萬 | 0.02% | +24+0.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 6,467 | $56.5 萬 | 0.03% | +1,978+44.1% | 加碼 |
| Personal Cfo Solutions, LLC | 6,417 | $56.1 萬 | 0.11% | +1,017+18.8% | 加碼 |
| Little House Capital LLC | 6,380 | $55.8 萬 | 0.29% | +1,662+35.2% | 加碼 |
| NorthRock Partners, LLC | 6,377 | $55.7 萬 | 0.05% | −325−4.8% | 減碼 |
| Ellevest, Inc. | 6,364 | $55.6 萬 | 0.05% | +849+15.4% | 加碼 |
| ICA Group Wealth Management, LLC | 6,542 | $55.5 萬 | 0.11% | +6,542 | 新進 |
| Wharton Business Group, LLC | 6,329 | $55.3 萬 | 0.03% | −285−4.3% | 減碼 |
| Lakeview Capital Partners, LLC | 6,268 | $54.8 萬 | 0.28% | +1,351+27.5% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $54.6 萬 | 0.37% | 00.0% | 不變 |
| US Asset Management LLC | 6,231 | $54.5 萬 | 0.50% | 00.0% | 不變 |
| Concord Wealth Partners | 6,231 | $54.5 萬 | 0.14% | +634+11.3% | 加碼 |
| EP Wealth Advisors, LLC | 6,218 | $54.3 萬 | 0.01% | −833−11.8% | 減碼 |
| Lokken Investment Group LLC | 6,651 | $53.6 萬 | 0.43% | −556−7.7% | 減碼 |
| Camden Capital, LLC | 6,120 | $53.5 萬 | 0.12% | +968+18.8% | 加碼 |
| Donald L. Hagan, LLC | 6,080 | $53.1 萬 | 0.30% | +239+4.1% | 加碼 |
| DT Investment Partners, LLC | 6,076 | $53.1 萬 | 0.07% | +2,584+74.0% | 加碼 |
| Americana Partners, LLC | 6,033 | $52.5 萬 | 0.16% | +3,485+136.8% | 加碼 |
| Cantor Fitzgerald, L. P. | 6,000 | $52.4 萬 | 0.04% | +6,000 | 新進 |
| Stonegate Investment Group, LLC | 5,980 | $52.3 萬 | 0.02% | −273−4.4% | 減碼 |
| Ulland Investment Advisors, LLC | 5,975 | $52.2 萬 | 0.39% | −2,900−32.7% | 減碼 |
| Sippican Capital Advisors | 5,978 | $52.2 萬 | 0.43% | −312−5.0% | 減碼 |
| Trilogy Capital Inc. | 5,966 | $52.1 萬 | 0.04% | −1,398−19.0% | 減碼 |
| Curbstone Financial Management Corp | 5,962 | $52.1 萬 | 0.10% | −50−0.8% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 5,950 | $52.0 萬 | 0.27% | +1,250+26.6% | 加碼 |
| Personal Capital Advisors Corp | 5,951 | $52.0 萬 | 0.00% | −374−5.9% | 減碼 |
| HBK Sorce Advisory LLC | 5,942 | $51.9 萬 | 0.03% | −410−6.5% | 減碼 |
| Pacitti Group Inc. | 5,930 | $51.8 萬 | 0.34% | +321+5.7% | 加碼 |
| M&R Capital Management Inc | 5,908 | $51.7 萬 | 0.11% | +1,075+22.2% | 加碼 |
| Morris Retirement Advisors, LLC | 5,904 | $51.6 萬 | 0.39% | +308+5.5% | 加碼 |
| Stock Yards Bank & Trust Co | 5,890 | $51.5 萬 | 0.03% | +100+1.7% | 加碼 |
| BSW Wealth Partners | 5,883 | $51.4 萬 | 0.13% | +465+8.6% | 加碼 |
| Berkshire Bank | 5,865 | $51.3 萬 | 0.12% | +1,214+26.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,499 | $51.2 萬 | 0.03% | +19+0.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,843 | $51.1 萬 | 0.09% | −724−11.0% | 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,804 | $50.7 萬 | 0.03% | −313−5.1% | 減碼 |
| Interchange Capital Partners, LLC | 5,788 | $50.5 萬 | 0.52% | +1,305+29.1% | 加碼 |
| Adirondack Trust Co | 5,772 | $50.4 萬 | 0.24% | +1,492+34.9% | 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 |
| Nicholas Hoffman & Company, LLC. | 5,720 | $50.0 萬 | 0.02% | +233+4.2% | 加碼 |
| Curi Capital | 5,720 | $49.9 萬 | 0.09% | +1,492+35.3% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,698 | $49.8 萬 | 0.01% | +373+7.0% | 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 |
| Bank of Nova Scotia Trust Co | 5,686 | $49.7 萬 | 0.04% | +12+0.2% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,635 | $49.2 萬 | 0.05% | −17−0.3% | 減碼 |
| 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 |
| 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 |
| Regal Investment Advisors LLC | 5,553 | $48.6 萬 | 0.04% | −5−0.1% | 減碼 |