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 |
|---|---|---|---|---|---|
| JustInvest LLC | 49,643 | $433.8 萬 | 0.21% | +6,455+14.9% | 加碼 |
| Banque Cantonale Vaudoise | 49,475 | $432.4 萬 | 0.19% | 00.0% | 不變 |
| DCM Advisors, LLC | 49,396 | $431.7 萬 | 1.53% | −6,828−12.1% | 減碼 |
| Jupiter Wealth Management LLC | 49,354 | $431.3 萬 | 2.70% | −26,968−35.3% | 減碼 |
| Donaldson Capital Management, LLC | 49,277 | $430.7 萬 | 0.20% | +4,061+9.0% | 加碼 |
| First Hawaiian Bank | 49,064 | $428.8 萬 | 0.13% | +673+1.4% | 加碼 |
| Churchill Management Corp | 49,028 | $428.5 萬 | 0.08% | +49,028 | 新進 |
| Private Wealth Partners, LLC | 48,870 | $427.1 萬 | 0.38% | −3,045−5.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 48,840 | $426.9 萬 | 0.07% | +8,650+21.5% | 加碼 |
| Moody National Bank Trust Division | 48,802 | $426.5 萬 | 0.13% | −6,281−11.4% | 減碼 |
| Corient Capital Partners, LLC | 48,563 | $424.4 萬 | 0.28% | +91+0.2% | 加碼 |
| SkyOak Wealth, LLC | 48,552 | $424.3 萬 | 1.18% | +725+1.5% | 加碼 |
| Cumberland Partners Ltd | 48,240 | $421.6 萬 | 0.32% | −11,350−19.0% | 減碼 |
| Transcend Wealth Collective, LLC | 48,197 | $421.2 萬 | 0.38% | +81+0.2% | 加碼 |
| Highland Capital Management, LLC | 48,140 | $420.7 萬 | 0.25% | +45,040+1,452.9% | 加碼 |
| Veritable, L.P. | 47,181 | $412.4 萬 | 0.06% | +1,435+3.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 47,033 | $411.1 萬 | 0.04% | +1,423+3.1% | 加碼 |
| LGT Fund Management Co Ltd. | 47,000 | $408.9 萬 | 0.54% | −46,000−49.5% | 減碼 |
| Mount Lucas Management LP | 46,749 | $408.6 萬 | 1.19% | −4,391−8.6% | 減碼 |
| Sigma Planning Corp | 46,319 | $404.8 萬 | 0.12% | +7,127+18.2% | 加碼 |
| Intact Investment Management Inc. | 45,900 | $401.3 萬 | 0.10% | +30,400+196.1% | 加碼 |
| Advisor Partners LLC | 45,704 | $399.5 萬 | 0.25% | +107+0.2% | 加碼 |
| Benson Investment Management Company, Inc. | 45,561 | $398.2 萬 | 2.00% | +120+0.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $396.8 萬 | 0.05% | +8,225+22.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 45,201 | $395.1 萬 | 0.53% | +466+1.0% | 加碼 |
| Squarepoint Ops LLC | 44,674 | $390.5 萬 | 0.03% | −51,822−53.7% | 減碼 |
| Massmutual Trust Co FSB | 44,185 | $386.2 萬 | 0.15% | +389+0.9% | 加碼 |
| KCS Wealth Advisory | 43,928 | $383.9 萬 | 1.78% | +1,274+3.0% | 加碼 |
| Huntington National Bank | 43,796 | $382.7 萬 | 0.04% | −172−0.4% | 減碼 |
| Connectus Wealth, LLC | 38,858 | $382.2 萬 | 0.12% | −21,911−36.1% | 減碼 |
| Roanoke Asset Management Corp | 43,688 | $381.8 萬 | 1.42% | −1,100−2.5% | 減碼 |
| Joel Isaacson & Co., LLC | 44,125 | $381.6 萬 | 0.28% | +26+0.1% | 加碼 |
| Industrial Alliance Investment Management Inc. | 43,638 | $381.4 萬 | 0.09% | −1,966−4.3% | 減碼 |
| CWM, LLC | 43,398 | $379.3 萬 | 0.03% | −5,494−11.2% | 減碼 |
| Level Four Advisory Services, LLC | 43,347 | $378.9 萬 | 0.30% | +1,103+2.6% | 加碼 |
| Institutional & Family Asset Management, LLC | 43,105 | $376.7 萬 | 0.59% | +543+1.3% | 加碼 |
| Regent Investment Management LLC | 42,870 | $374.7 萬 | 0.87% | +1,400+3.4% | 加碼 |
| Patten & Patten Inc | 42,707 | $373.3 萬 | 0.27% | +2,432+6.0% | 加碼 |
| Hancock Whitney Corp | 42,491 | $371.3 萬 | 0.13% | +648+1.5% | 加碼 |
| Parallel Advisors, LLC | 41,067 | $370.7 萬 | 0.15% | +11,505+38.9% | 加碼 |
| Comerica Securities,inc. | 42,115 | $368.1 萬 | 0.25% | −984−2.3% | 減碼 |
| Eagle Asset Management Inc | 42,090 | $367.8 萬 | 0.02% | +13,309+46.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 41,843 | $365.7 萬 | 0.32% | +3,806+10.0% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 41,760 | $364.9 萬 | 2.42% | −1,040−2.4% | 減碼 |
| Stephens Inc | 41,586 | $363.5 萬 | 0.06% | +3,089+8.0% | 加碼 |
| Tocqueville Asset Management L.P. | 41,251 | $360.5 萬 | 0.05% | +200+0.5% | 加碼 |
| Avantax Advisory Services, Inc. | 41,077 | $358.9 萬 | 0.05% | +4,217+11.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 41,029 | $358.6 萬 | 0.20% | +1,892+4.8% | 加碼 |
| Mark Stevens | 40,035 | $349.9 萬 | 0.39% | −7,293−15.4% | 減碼 |
| Lee Capital Holdings LLC | 40,000 | $349.6 萬 | 1.99% | +15,000+60.0% | 加碼 |
| Maltese Capital Management LLC | 40,000 | $349.5 萬 | 0.66% | +10,000+33.3% | 加碼 |
| First Manhattan Co | 39,989 | $349.4 萬 | 0.01% | +38,265+2,219.5% | 加碼 |
| Lincluden Management Ltd | 39,915 | $348.9 萬 | 0.31% | −415−1.0% | 減碼 |
| Hunter Associates Investment Management LLC | 39,464 | $344.9 萬 | 1.11% | −2,459−5.9% | 減碼 |
| Castleark Management LLC | 39,200 | $342.6 萬 | 0.15% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 38,883 | $339.8 萬 | 0.28% | −498−1.3% | 減碼 |
| TBH Global Asset Management, LLC | 38,676 | $338.0 萬 | 0.72% | −381−1.0% | 減碼 |
| Seven Eight Capital, LP | 38,421 | $335.8 萬 | 0.45% | −11,748−23.4% | 減碼 |
| Assenagon Asset Management S.A. | 38,217 | $334.0 萬 | 0.01% | +3,062+8.7% | 加碼 |
| Xcel Wealth Management, LLC | 38,110 | $333.1 萬 | 0.91% | +2,510+7.1% | 加碼 |
| United Fire Group Inc | 38,000 | $332.1 萬 | 1.71% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 37,855 | $330.9 萬 | 0.53% | −21,875−36.6% | 減碼 |
| Los Angeles Capital Management LLC | 37,480 | $327.6 萬 | 0.01% | +6,931+22.7% | 加碼 |
| Pathstone Family Office, LLC | 36,898 | $323.9 萬 | 0.08% | −989−2.6% | 減碼 |
| Brendel Financial Advisors LLC | 146,022 | $323.4 萬 | 1.76% | +146,022 | 新進 |
| Everence Capital Management Inc | 36,741 | $321.1 萬 | 0.25% | 00.0% | 不變 |
| Asio Capital, LLC | 36,574 | $319.7 萬 | 0.90% | +17,849+95.3% | 加碼 |
| Lido Advisors, LLC | 36,492 | $318.9 萬 | 0.06% | +3,630+11.0% | 加碼 |
| Sculati Wealth Management, LLC | 36,471 | $318.8 萬 | 1.56% | +315+0.9% | 加碼 |
| Deltec Asset Management LLC | 36,300 | $317.3 萬 | 0.54% | +5,100+16.3% | 加碼 |
| Raymond James Trust N.A. | 36,091 | $315.4 萬 | 0.10% | +3,733+11.5% | 加碼 |
| KCM Investment Advisors LLC | 35,875 | $313.5 萬 | 0.11% | −1,288−3.5% | 減碼 |
| Federated Hermes, Inc. | 35,787 | $312.8 萬 | 0.01% | −54,074−60.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 35,741 | $312.4 萬 | 0.04% | +21,368+148.7% | 加碼 |
| Foster & Motley Inc | 35,345 | $308.9 萬 | 0.24% | +5,331+17.8% | 加碼 |
| Belpointe Asset Management LLC | 34,855 | $304.5 萬 | 0.18% | +16,078+85.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 34,660 | $302.9 萬 | 0.21% | +2,382+7.4% | 加碼 |
| IMC-Chicago, LLC | 34,367 | $300.4 萬 | 0.14% | +1,091+3.3% | 加碼 |
| Cohen Klingenstein LLC | 31,400 | $296.3 萬 | 0.12% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 33,844 | $295.7 萬 | 0.13% | +6,677+24.6% | 加碼 |
| Affinity Investment Advisors, LLC | 33,743 | $294.9 萬 | 1.21% | −1,807−5.1% | 減碼 |
| Greenleaf Trust | 33,621 | $293.8 萬 | 0.04% | −391−1.1% | 減碼 |
| Alerus Financial NA | 33,350 | $291.5 萬 | 0.25% | −30,514−47.8% | 減碼 |
| Symmetry Partners, LLC | 33,292 | $291.0 萬 | 0.18% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 33,286 | $290.9 萬 | 0.11% | −39,308−54.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 33,208 | $290.2 萬 | 2.18% | +765+2.4% | 加碼 |
| Integrated Advisors Network LLC | 33,193 | $290.1 萬 | 0.17% | +8,186+32.7% | 加碼 |
| Cresset Asset Management, LLC | 35,965 | $290.0 萬 | 0.03% | −1,387−3.7% | 減碼 |
| Aaron Wealth Advisors | 252,498 | $288.9 萬 | 0.06% | +249,354+7,931.1% | 加碼 |
| Morse Asset Management, Inc | 32,953 | $288.0 萬 | 0.72% | −9,105−21.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 32,911 | $287.6 萬 | 0.03% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 32,758 | $286.3 萬 | 0.29% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 32,640 | $285.3 萬 | 0.16% | −929−2.8% | 減碼 |
| Capital International Inc | 32,623 | $285.1 萬 | 0.03% | +3,679+12.7% | 加碼 |
| Aureus Asset Management, LLC | 32,558 | $284.6 萬 | 0.19% | +3,319+11.4% | 加碼 |
| Power Corp of Canada | 32,205 | $281.5 萬 | 0.23% | +32,205 | 新進 |
| Independent Advisor Alliance | 32,137 | $280.9 萬 | 0.14% | +5,668+21.4% | 加碼 |
| Chase Investment Counsel Corp | 32,125 | $280.7 萬 | 1.23% | −1,269−3.8% | 減碼 |
| Northeast Investment Management | 31,356 | $274.1 萬 | 0.14% | −3,926−11.1% | 減碼 |
| Community Trust & Investment Co | 30,963 | $270.6 萬 | 0.24% | +3,548+12.9% | 加碼 |