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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 4,159 | $36.3 萬 | 0.16% | −468−10.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 4,150 | $36.3 萬 | 0.01% | −544−11.6% | 減碼 |
| Main Street Financial Solutions, LLC | 4,129 | $36.1 萬 | 0.05% | −303−6.8% | 減碼 |
| Allred Capital Management, LLC | 4,101 | $35.8 萬 | 0.19% | −27−0.7% | 減碼 |
| Sage Mountain Advisors LLC | 4,087 | $35.7 萬 | 0.06% | −1,478−26.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $35.7 萬 | 0.07% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 4,425 | $35.6 萬 | 0.09% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 4,065 | $35.5 萬 | 0.05% | +120+3.0% | 加碼 |
| First International Bank & Trust | 4,062 | $35.5 萬 | 0.12% | +165+4.2% | 加碼 |
| Echo Street Capital Management LLC | 4,045 | $35.4 萬 | 0.00% | −4,168−50.7% | 減碼 |
| DSC Advisors, L.P. | 4,048 | $35.4 萬 | 0.28% | +4,048 | 新進 |
| Lindbrook Capital, LLC | 4,043 | $35.3 萬 | 0.05% | −232−5.4% | 減碼 |
| Meristem Family Wealth, LLC | 4,030 | $35.2 萬 | 0.04% | −1,885−31.9% | 減碼 |
| First Financial Bank - Trust Division | 4,035 | $35.2 萬 | 0.04% | −10.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,021 | $35.1 萬 | 0.03% | +151+3.9% | 加碼 |
| Farmers National Bank | 4,007 | $35.0 萬 | 0.12% | −53−1.3% | 減碼 |
| Frisch Financial Group, Inc. | 4,000 | $35.0 萬 | 0.11% | −1,358−25.3% | 減碼 |
| Westover Capital Advisors, LLC | 4,000 | $35.0 萬 | 0.11% | 00.0% | 不變 |
| Davis R M Inc | 3,971 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 9,941 | $34.7 萬 | 0.04% | +8,002+412.7% | 加碼 |
| Altus Wealth Group LLC | 3,958 | $34.6 萬 | 0.28% | +35+0.9% | 加碼 |
| Graypoint LLC | 3,963 | $34.6 萬 | 0.03% | +122+3.2% | 加碼 |
| King Wealth | 3,945 | $34.5 萬 | 0.07% | +500+14.5% | 加碼 |
| Tanager Wealth Management LLP | 3,945 | $34.5 萬 | 0.26% | +1,044+36.0% | 加碼 |
| Novare Capital Management LLC | 3,945 | $34.5 萬 | 0.04% | +3,945 | 新進 |
| ACG Wealth | 3,926 | $34.3 萬 | 0.06% | −681−14.8% | 減碼 |
| Sunflower Bank, N.A. | 3,915 | $34.3 萬 | 0.05% | −89−2.2% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 3,909 | $34.2 萬 | 0.08% | −300−7.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,916 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 3,914 | $34.2 萬 | 0.28% | +1,754+81.2% | 加碼 |
| Quantinno Capital Management LP | 3,877 | $33.9 萬 | 0.05% | +221+6.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,875 | $33.9 萬 | 0.07% | +298+8.3% | 加碼 |
| Stevens Capital Management LP | 3,869 | $33.8 萬 | 0.07% | −7,245−65.2% | 減碼 |
| OneAscent Financial Services LLC | 3,853 | $33.7 萬 | 0.24% | +121+3.2% | 加碼 |
| Kaizen Financial Strategies | 3,831 | $33.5 萬 | 0.26% | +121+3.3% | 加碼 |
| City State Bank | 3,825 | $33.4 萬 | 0.20% | 00.0% | 不變 |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,800 | $33.2 萬 | 0.33% | −1,100−22.4% | 減碼 |
| Trustmark National Bank Trust Department | 3,790 | $33.1 萬 | 0.03% | −95−2.4% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 3,800 | $33.1 萬 | 0.18% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 3,772 | $32.9 萬 | 0.07% | 00.0% | 不變 |
| Overbrook Management Corp | 3,764 | $32.9 萬 | 0.07% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 3,768 | $32.9 萬 | 0.05% | +274+7.8% | 加碼 |
| Buffington Mohr McNeal | 3,750 | $32.8 萬 | 0.06% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 3,738 | $32.7 萬 | 0.09% | −475−11.3% | 減碼 |
| HYA Advisors, Inc | 3,739 | $32.7 萬 | 0.11% | +13+0.3% | 加碼 |
| Park National Corp | 3,716 | $32.5 萬 | 0.01% | −134−3.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,700 | $32.3 萬 | 0.00% | −72,149−95.1% | 減碼 |
| Alpha Cubed Investments, LLC | 3,690 | $32.3 萬 | 0.02% | −587−13.7% | 減碼 |
| Kore Private Wealth LLC | 3,700 | $32.3 萬 | 0.04% | +494+15.4% | 加碼 |
| Beta Wealth Group, Inc. | 3,700 | $32.3 萬 | 0.22% | +3,700 | 新進 |
| EverSource Wealth Advisors, LLC | 3,691 | $32.2 萬 | 0.08% | −15−0.4% | 減碼 |
| Vigilare Wealth Management | 3,689 | $32.2 萬 | 0.26% | +829+29.0% | 加碼 |
| Global Retirement Partners, LLC | 3,923 | $32.2 萬 | 0.03% | +3,923 | 新進 |
| RFG Advisory, LLC | 3,677 | $32.1 萬 | 0.02% | +1,529+71.2% | 加碼 |
| Wellington Shields Capital Management, LLC | 3,657 | $32.0 萬 | 0.04% | −1,475−28.7% | 減碼 |
| Hoylecohen, LLC | 3,664 | $32.0 萬 | 0.03% | +464+14.5% | 加碼 |
| MCF Advisors LLC | 3,659 | $32.0 萬 | 0.03% | +3,659 | 新進 |
| Sendero Wealth Management, LLC | 3,643 | $31.8 萬 | 0.15% | −1,311−26.5% | 減碼 |
| ASB Consultores, LLC | 3,641 | $31.8 萬 | 0.13% | −23−0.6% | 減碼 |
| Jones Financial Companies LLLP | 3,642 | $31.8 萬 | 0.00% | +172+5.0% | 加碼 |
| Carmel Capital Partners, LLC | 3,627 | $31.7 萬 | 0.26% | −8−0.2% | 減碼 |
| Heritage Wealth Advisors | 3,613 | $31.6 萬 | 0.02% | +104+3.0% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,579 | $31.3 萬 | 0.25% | −50−1.4% | 減碼 |
| New Century Advisors, LLC | 3,580 | $31.3 萬 | 0.26% | +790+28.3% | 加碼 |
| Pinnacle Private Wealth, LLC | 3,575 | $31.2 萬 | 0.10% | −361−9.2% | 減碼 |
| Pflug Koory, LLC | 3,560 | $31.1 萬 | 0.16% | 00.0% | 不變 |
| M&G Investment Management Ltd | 3,568 | $31.0 萬 | 0.00% | −211−5.6% | 減碼 |
| SOL Capital Management CO | 3,520 | $30.8 萬 | 0.06% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 3,515 | $30.7 萬 | 0.09% | +3,515 | 新進 |
| Red Cedar Capital, LLC | 3,500 | $30.6 萬 | 0.18% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 3,506 | $30.6 萬 | 0.10% | +2+0.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,493 | $30.5 萬 | 0.03% | +3,493 | 新進 |
| Independent Financial Group, LLC | 3,483 | $30.4 萬 | 0.02% | −1,005−22.4% | 減碼 |
| Advus Financial Partners, LLC | 3,473 | $30.4 萬 | 0.15% | +3,473 | 新進 |
| Winton Group Ltd | 3,464 | $30.3 萬 | 0.02% | −11,816−77.3% | 減碼 |
| Cedar Brook Financial Partners, LLC | 3,466 | $30.3 萬 | 0.08% | +551+18.9% | 加碼 |
| Cohen & Steers, Inc. | 3,461 | $30.2 萬 | 0.00% | −306−8.1% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,450 | $30.1 萬 | 0.02% | +532+18.2% | 加碼 |
| Foundations Investment Advisors, LLC | 3,506 | $29.7 萬 | 0.01% | +119+3.5% | 加碼 |
| Arete Wealth Advisors, LLC | 3,835 | $29.7 萬 | 0.02% | −24−0.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 3,392 | $29.6 萬 | 0.07% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 3,371 | $29.5 萬 | 0.06% | −2,812−45.5% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,379 | $29.5 萬 | 0.16% | +642+23.5% | 加碼 |
| Meitav Dash Investments Ltd | 3,289 | $29.2 萬 | 0.00% | −430−11.6% | 減碼 |
| Fort Sheridan Advisors LLC | 3,336 | $29.2 萬 | 0.09% | +527+18.8% | 加碼 |
| Bragg Financial Advisors, Inc | 3,329 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Sepio Capital, LP | 3,317 | $29.0 萬 | 0.03% | −49,985−93.8% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 3,307 | $28.9 萬 | 0.02% | −6−0.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,280 | $28.6 萬 | 0.06% | +410+14.3% | 加碼 |
| American Trust | 3,263 | $28.6 萬 | 0.02% | +3,263 | 新進 |
| Private Capital Management LLC | 3,248 | $28.4 萬 | 0.09% | −1,480−31.3% | 減碼 |
| CNB Bank | 3,255 | $28.4 萬 | 0.16% | −76−2.3% | 減碼 |
| Emfo, LLC | 3,250 | $28.4 萬 | 0.26% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 3,210 | $28.1 萬 | 0.05% | −101−3.1% | 減碼 |
| Covington Capital Management | 3,215 | $28.1 萬 | 0.01% | +160+5.2% | 加碼 |
| JGP Wealth Management, LLC | 3,332 | $28.0 萬 | 0.05% | +142+4.5% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $28.0 萬 | 0.00% | +900+39.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,178 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,168 | $27.7 萬 | 0.01% | −547−14.7% | 減碼 |
| Clearstead Advisors, LLC | 3,160 | $27.6 萬 | 0.02% | +1,789+130.5% | 加碼 |