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
- 1,672
- 較 2021 年第 4 季 −23 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
- 141
- 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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 3,150 | $27.5 萬 | 0.03% | −415−11.6% | 減碼 |
| Continuum Advisory, LLC | 3,411 | $27.5 萬 | 0.05% | +666+24.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,138 | $27.4 萬 | 0.02% | −3,274−51.1% | 減碼 |
| West Bancorporation Inc | 3,130 | $27.4 萬 | 0.17% | −78−2.4% | 減碼 |
| DGS Capital Management, LLC | 3,136 | $27.4 萬 | 0.17% | −23−0.7% | 減碼 |
| Fieldpoint Private Securities, LLC | 3,131 | $27.4 萬 | 0.06% | +376+13.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,112 | $27.2 萬 | 0.13% | +273+9.6% | 加碼 |
| Eqis Capital Management, Inc. | 3,101 | $27.1 萬 | 0.02% | −1,938−38.5% | 減碼 |
| Round Table Services, LLC | 3,100 | $27.1 萬 | 0.05% | −220−6.6% | 減碼 |
| Pinnacle Financial Partners Inc | 3,090 | $27.0 萬 | 0.01% | −1,194−27.9% | 減碼 |
| Janney Capital Management LLC | 3,089 | $27.0 萬 | 0.02% | +66+2.2% | 加碼 |
| IMPACTfolio, LLC | 3,093 | $27.0 萬 | 0.20% | +3,093 | 新進 |
| Private Asset Management Inc | 3,082 | $26.9 萬 | 0.04% | 00.0% | 不變 |
| State of Wyoming | 3,064 | $26.8 萬 | 0.13% | −125−3.9% | 減碼 |
| Five Oceans Advisors | 3,063 | $26.8 萬 | 0.24% | +62+2.1% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $26.6 萬 | 0.32% | 00.0% | 不變 |
| Choate Investment Advisors | 3,039 | $26.6 萬 | 0.01% | −180−5.6% | 減碼 |
| Objective Capital Management, LLC | 3,042 | $26.6 萬 | 0.20% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 3,048 | $26.6 萬 | 0.19% | +210+7.4% | 加碼 |
| O'Rourke & Company, Inc | 3,034 | $26.5 萬 | 0.18% | +9+0.3% | 加碼 |
| Segment Wealth Management, LLC | 3,028 | $26.5 萬 | 0.03% | +41+1.4% | 加碼 |
| Wealthsource Partners, LLC | 3,031 | $26.5 萬 | 0.02% | +169+5.9% | 加碼 |
| Addison Advisors LLC | 3,034 | $26.5 萬 | 0.14% | +1,258+70.8% | 加碼 |
| Shepherd Financial Partners LLC | 3,023 | $26.5 萬 | 0.05% | +3,023 | 新進 |
| Howard Financial Services, Ltd. | 3,025 | $26.4 萬 | 0.08% | +3,025 | 新進 |
| Cozad Asset Management Inc | 3,010 | $26.3 萬 | 0.04% | +300+11.1% | 加碼 |
| Ground Swell Capital, LLC | 3,010 | $26.3 萬 | 0.68% | +3,010 | 新進 |
| Great Lakes Advisors, LLC | 2,999 | $26.2 萬 | 0.00% | −1,111−27.0% | 減碼 |
| Spirit of America Management Corp | 3,000 | $26.2 萬 | 0.05% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,998 | $26.2 萬 | 0.06% | +200+7.1% | 加碼 |
| 180 Wealth Advisors, LLC | 2,933 | $26.1 萬 | 0.06% | −132−4.3% | 減碼 |
| Roundview Capital LLC | 2,984 | $26.1 萬 | 0.03% | −78−2.5% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,981 | $26.1 萬 | 0.01% | −18−0.6% | 減碼 |
| Zacks Investment Management | 2,987 | $26.1 萬 | 0.00% | +821+37.9% | 加碼 |
| Harrington Investments, INC | 2,975 | $26.0 萬 | 0.16% | +300+11.2% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,979 | $26.0 萬 | 0.10% | +781+35.5% | 加碼 |
| Narus Financial Partners, LLC | 2,944 | $25.7 萬 | 0.14% | +2,944 | 新進 |
| David Loasby | 3,062 | $25.7 萬 | 0.03% | +4+0.1% | 加碼 |
| Tatro Capital, LLC | 2,942 | $25.7 萬 | 0.19% | +180+6.5% | 加碼 |
| Cooper Financial Group | 2,938 | $25.7 萬 | 0.10% | +2,938 | 新進 |
| NBT Bank N A | 2,932 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Humankind Investments LLC | 2,932 | $25.6 萬 | 0.10% | +139+5.0% | 加碼 |
| Herold Advisors, Inc. | 2,925 | $25.6 萬 | 0.09% | +2,925 | 新進 |
| Cable Hill Partners, LLC | 2,921 | $25.5 萬 | 0.17% | +637+27.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 2,926 | $25.5 萬 | 0.06% | +1,161+65.8% | 加碼 |
| JT Stratford LLC | 2,867 | $25.1 萬 | 0.07% | −298−9.4% | 減碼 |
| Leisure Capital Management | 2,871 | $25.1 萬 | 0.13% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 2,872 | $25.1 萬 | 0.14% | 00.0% | 不變 |
| McLean Asset Management Corp | 2,875 | $25.1 萬 | 0.19% | +139+5.1% | 加碼 |
| Vantage Consulting Group Inc | 2,862 | $25.0 萬 | 0.10% | +54+1.9% | 加碼 |
| Syntax Advisors, LLC | 2,862 | $25.0 萬 | 0.21% | +54+1.9% | 加碼 |
| Blueshift Asset Management, LLC | 2,858 | $25.0 萬 | 0.02% | +226+8.6% | 加碼 |
| Aspiriant, LLC | 2,861 | $25.0 萬 | 0.01% | +2,861 | 新進 |
| Ssi Investment Management LLC | 2,843 | $24.9 萬 | 0.01% | −118−4.0% | 減碼 |
| Norway Savings Bank | 2,852 | $24.9 萬 | 0.11% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 2,838 | $24.8 萬 | 0.15% | +2,838 | 新進 |
| Blueprint Investment Partners LLC | 2,813 | $24.6 萬 | 0.06% | −5,072−64.3% | 減碼 |
| American State Bank (Iowa) | 2,808 | $24.5 萬 | 0.17% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 2,800 | $24.5 萬 | 0.01% | −373−11.8% | 減碼 |
| Univest Financial Corp | 2,807 | $24.5 萬 | 0.07% | +94+3.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 2,787 | $24.4 萬 | 0.07% | +2,787 | 新進 |
| Reliant Investment Management, LLC | 2,795 | $24.4 萬 | 0.13% | +2,795 | 新進 |
| David R. Rahn & Associates Inc. | 3,000 | $24.2 萬 | 0.09% | −13−0.4% | 減碼 |
| Pathway Financial Advisors LLC | 2,767 | $24.2 萬 | 0.09% | +50+1.8% | 加碼 |
| Rockland Trust Co | 2,761 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,757 | $24.1 萬 | 0.17% | −50−1.8% | 減碼 |
| River Wealth Advisors LLC | 3,127 | $24.1 萬 | 0.04% | +3,127 | 新進 |
| SkyView Investment Advisors, LLC | 2,849 | $24.0 萬 | 0.06% | −1,613−36.1% | 減碼 |
| Annapolis Financial Services, LLC | 2,745 | $24.0 萬 | 0.08% | 00.0% | 不變 |
| Wedge Capital Management L L P | 2,743 | $24.0 萬 | 0.00% | +210+8.3% | 加碼 |
| Doheny Asset Management | 2,726 | $23.8 萬 | 0.17% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 2,719 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 2,725 | $23.8 萬 | 0.15% | +2,725 | 新進 |
| Northwest Bancshares, Inc. | 2,709 | $23.7 萬 | 0.05% | +600+28.4% | 加碼 |
| Boston Financial Mangement LLC | 2,709 | $23.7 萬 | 0.01% | +2,709 | 新進 |
| Navis Wealth Advisors, LLC | 2,700 | $23.6 萬 | 0.21% | −300−10.0% | 減碼 |
| Reik & Co., LLC | 2,703 | $23.6 萬 | 0.06% | 00.0% | 不變 |
| Cordasco Financial Network | 2,702 | $23.6 萬 | 0.15% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 2,684 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Bremer Bank National Association | 2,675 | $23.4 萬 | 0.04% | −616−18.7% | 減碼 |
| Journey Strategic Wealth LLC | 2,679 | $23.4 萬 | 0.03% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 2,680 | $23.4 萬 | 0.14% | +43+1.6% | 加碼 |
| Argent Advisors, Inc. | 2,680 | $23.4 萬 | 0.13% | +105+4.1% | 加碼 |
| LWM Advisory Services, LLC | 2,676 | $23.4 萬 | 0.29% | +486+22.2% | 加碼 |
| Capital Advisors Inc | 2,678 | $23.4 萬 | 0.01% | +2,678 | 新進 |
| Merit Financial Group, LLC | 2,679 | $23.4 萬 | 0.01% | +2,679 | 新進 |
| Asset Allocation & Management Company, LLC | 2,660 | $23.2 萬 | 0.08% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 2,650 | $23.2 萬 | 0.04% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 2,640 | $23.1 萬 | 0.14% | +150+6.0% | 加碼 |
| WMS Partners, LLC | 2,643 | $23.1 萬 | 0.03% | +2,643 | 新進 |
| Washington Trust Advisors, Inc. | 2,633 | $23.0 萬 | 0.02% | −712−21.3% | 減碼 |
| Oakworth Capital, Inc. | 2,630 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 2,627 | $23.0 萬 | 0.21% | +325+14.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 2,620 | $22.9 萬 | 0.22% | +71+2.8% | 加碼 |
| Maxele Advisors, LLC | 2,615 | $22.9 萬 | 0.28% | 00.0% | 不變 |
| EMG Holdings, L.P. | 2,600 | $22.7 萬 | 0.07% | +2,600 | 新進 |
| Game Plan Financial Advisors, LLC | 2,600 | $22.7 萬 | 0.14% | +2,600 | 新進 |
| GHP Investment Advisors, Inc. | 2,591 | $22.6 萬 | 0.01% | −1,415−35.3% | 減碼 |
| Washington Trust Bank | 2,590 | $22.6 萬 | 0.03% | −20−0.8% | 減碼 |
| FSB Premier Wealth Management, Inc. | 2,721 | $22.6 萬 | 0.11% | +93+3.5% | 加碼 |