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 |
|---|---|---|---|---|---|
| NVWM, LLC | 30,871 | $269.8 萬 | 0.86% | +14,535+89.0% | 加碼 |
| Lipe & Dalton | 30,826 | $269.4 萬 | 1.32% | −349−1.1% | 減碼 |
| Meritage Portfolio Management | 30,438 | $266.0 萬 | 0.16% | +30,438 | 新進 |
| Kestra Private Wealth Services, LLC | 30,048 | $262.6 萬 | 0.13% | +6,523+27.7% | 加碼 |
| Caption Management, LLC | 30,000 | $262.2 萬 | 0.17% | −10,000−25.0% | 減碼 |
| Gifford Fong Associates | 30,000 | $262.2 萬 | 0.48% | 00.0% | 不變 |
| Van Eck Associates Corp | 29,824 | $260.7 萬 | 0.01% | +3,774+14.5% | 加碼 |
| Veriti Management LLC | 29,329 | $256.3 萬 | 0.31% | +3,067+11.7% | 加碼 |
| Prelude Capital Management, LLC | 29,157 | $254.8 萬 | 0.12% | −10,732−26.9% | 減碼 |
| Occidental Asset Management, LLC | 29,072 | $254.1 萬 | 0.65% | +110+0.4% | 加碼 |
| Palisade Asset Management, LLC | 28,956 | $253.1 萬 | 0.29% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 28,908 | $252.7 萬 | 0.24% | −40,116−58.1% | 減碼 |
| Carret Asset Management, LLC | 28,778 | $251.5 萬 | 0.29% | +1,130+4.1% | 加碼 |
| Equitable Trust Co | 28,528 | $249.4 萬 | 0.16% | −615−2.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,315 | $247.5 萬 | 0.03% | +1,705+6.4% | 加碼 |
| Venture Visionary Partners LLC | 28,175 | $246.2 萬 | 0.16% | −619−2.1% | 減碼 |
| Paloma Partners Management Co | 28,138 | $246.0 萬 | 0.19% | −61,228−68.5% | 減碼 |
| Park Avenue Securities LLC | 28,146 | $246.0 萬 | 0.04% | −34−0.1% | 減碼 |
| Lincoln National Corp | 28,125 | $242.6 萬 | 0.05% | +2,348+9.1% | 加碼 |
| Empirical Finance, LLC | 27,758 | $242.6 萬 | 0.27% | +2,863+11.5% | 加碼 |
| Union Heritage Capital, LLC | 27,747 | $242.5 萬 | 1.35% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 27,624 | $241.4 萬 | 0.03% | −5,546−16.7% | 減碼 |
| Freedom Day Solutions, LLC | 27,476 | $240.1 萬 | 1.03% | −973−3.4% | 減碼 |
| Dimension Capital Management LLC | 27,157 | $237.4 萬 | 0.44% | −54−0.2% | 減碼 |
| Culbertson A N & Co Inc | 26,805 | $234.2 萬 | 0.44% | +2,700+11.2% | 加碼 |
| Great Diamond Partners, LLC | 26,733 | $233.6 萬 | 0.65% | −8,523−24.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 26,687 | $233.2 萬 | 0.28% | +26,687 | 新進 |
| HCR Wealth Advisors | 26,548 | $232.0 萬 | 0.38% | +89+0.3% | 加碼 |
| Next Level Private LLC | 26,248 | $229.4 萬 | 1.85% | −33−0.1% | 減碼 |
| Cetera Advisor Networks LLC | 26,646 | $228.3 萬 | 0.03% | −12,421−31.8% | 減碼 |
| Heron Financial Group, LLC | 26,038 | $227.6 萬 | 1.18% | −754−2.8% | 減碼 |
| HB Wealth Management, LLC | 26,009 | $227.3 萬 | 0.04% | +393+1.5% | 加碼 |
| Ritholtz Wealth Management | 25,904 | $226.4 萬 | 0.15% | +916+3.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 25,809 | $225.6 萬 | 0.36% | −7,655−22.9% | 減碼 |
| Caldwell Trust Co | 25,747 | $225.0 萬 | 0.27% | +7,076+37.9% | 加碼 |
| Moors & Cabot, Inc. | 29,626 | $220.1 萬 | 0.14% | +7,800+35.7% | 加碼 |
| Greenwich Wealth Management LLC | 25,123 | $219.6 萬 | 0.22% | −162−0.6% | 減碼 |
| Advisory Services Network, LLC | 25,074 | $219.0 萬 | 0.06% | +437+1.8% | 加碼 |
| American National Insurance Co | 25,000 | $218.5 萬 | 0.59% | −4,975−16.6% | 減碼 |
| New England Research & Management, Inc. | 24,993 | $218.4 萬 | 1.13% | +2,876+13.0% | 加碼 |
| Axxcess Wealth Management, LLC | 24,848 | $217.2 萬 | 0.17% | −39,063−61.1% | 減碼 |
| Sumitomo Life Insurance Co | 24,840 | $217.1 萬 | 0.05% | −397−1.6% | 減碼 |
| Integrated Wealth Concepts LLC | 24,844 | $217.1 萬 | 0.07% | +6,220+33.4% | 加碼 |
| City Holding Co | 24,820 | $216.9 萬 | 0.35% | −150−0.6% | 減碼 |
| National Asset Management, Inc. | 24,792 | $216.7 萬 | 0.07% | −2,890−10.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 24,525 | $214.3 萬 | 0.04% | −5,311−17.8% | 減碼 |
| Koshinski Asset Management, Inc. | 24,431 | $213.5 萬 | 0.18% | −1,238−4.8% | 減碼 |
| Bank of New Hampshire | 24,313 | $212.5 萬 | 0.52% | −44−0.2% | 減碼 |
| Texas Yale Capital Corp. | 24,305 | $212.4 萬 | 0.12% | +250+1.0% | 加碼 |
| Cigna Investments Inc | 24,064 | $210.4 萬 | 0.26% | −7,840−24.6% | 減碼 |
| Hudson Canyon Capital Management | 24,050 | $210.2 萬 | 1.66% | −794−3.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 23,990 | $209.7 萬 | 0.11% | −7,160−23.0% | 減碼 |
| Regions Financial Corp | 23,880 | $208.7 萬 | 0.02% | −3,941−14.2% | 減碼 |
| Stolper Co | 23,840 | $208.4 萬 | 0.88% | +23,840 | 新進 |
| Centaurus Financial, Inc. | 23,835 | $208.3 萬 | 0.16% | +8,982+60.5% | 加碼 |
| IPG Investment Advisors LLC | 23,775 | $207.8 萬 | 0.40% | +10,975+85.7% | 加碼 |
| Signaturefd, LLC | 23,755 | $207.6 萬 | 0.06% | +415+1.8% | 加碼 |
| IndexIQ Advisors LLC | 23,701 | $207.2 萬 | 0.07% | −346−1.4% | 減碼 |
| Arcus Capital Partners, LLC | 23,691 | $207.1 萬 | 0.74% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 23,489 | $205.2 萬 | 0.08% | +19,411+476.0% | 加碼 |
| Arrow Financial Corp | 23,245 | $203.2 萬 | 0.24% | −125−0.5% | 減碼 |
| TCTC Holdings, LLC | 23,090 | $201.8 萬 | 0.08% | 00.0% | 不變 |
| Clarius Group, LLC | 20,513 | $201.4 萬 | 0.16% | 00.0% | 不變 |
| Clear Street Markets LLC | 22,780 | $199.1 萬 | 0.60% | −74,470−76.6% | 減碼 |
| Griffin Asset Management, Inc. | 22,715 | $198.5 萬 | 0.26% | +1,540+7.3% | 加碼 |
| Spire Wealth Management | 22,542 | $197.0 萬 | 0.05% | −88−0.4% | 減碼 |
| Cacti Asset Management LLC | 22,000 | $195.1 萬 | 0.16% | 00.0% | 不變 |
| Charles Carroll Financial Partners, LLC | 22,278 | $194.7 萬 | 2.02% | −800−3.5% | 減碼 |
| We Are One Seven, LLC | 22,249 | $194.5 萬 | 0.21% | −899−3.9% | 減碼 |
| Synovus Financial Corp | 22,153 | $193.9 萬 | 0.02% | −2,880−11.5% | 減碼 |
| Metis Global Partners, LLC | 22,104 | $193.2 萬 | 0.23% | +9,510+75.5% | 加碼 |
| Baldwin Investment Management, LLC | 22,055 | $192.8 萬 | 0.54% | +757+3.6% | 加碼 |
| Goodwin Daniel L | 22,000 | $192.3 萬 | 0.83% | 00.0% | 不變 |
| Viking Fund Management LLC | 22,000 | $192.3 萬 | 0.44% | +22,000 | 新進 |
| Savant Capital, LLC | 21,976 | $192.0 萬 | 0.06% | +673+3.2% | 加碼 |
| Capital Markets Trading UK LLP | 21,821 | $190.7 萬 | 1.78% | +21,821 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 21,524 | $188.1 萬 | 0.43% | +3,749+21.1% | 加碼 |
| Adell Harriman & Carpenter Inc | 21,513 | $188.0 萬 | 0.18% | +8,575+66.3% | 加碼 |
| Capital International Ltd | 21,510 | $188.0 萬 | 0.11% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 21,491 | $187.8 萬 | 0.11% | +2,111+10.9% | 加碼 |
| Courier Capital LLC | 21,440 | $187.4 萬 | 0.19% | −650−2.9% | 減碼 |
| Argus Investors' Counsel, Inc. | 21,420 | $187.2 萬 | 1.20% | 00.0% | 不變 |
| Chemung Canal Trust Co | 21,387 | $186.9 萬 | 0.36% | −4,781−18.3% | 減碼 |
| Vestcor Inc | 21,289 | $186.1 萬 | 0.06% | +4,399+26.0% | 加碼 |
| Capital Investment Counsel, Inc | 21,218 | $185.4 萬 | 0.39% | −1,124−5.0% | 減碼 |
| Toroso Investments, LLC | 21,135 | $184.7 萬 | 0.06% | +894+4.4% | 加碼 |
| CAPROCK Group, Inc. | 21,115 | $184.5 萬 | 0.17% | −508−2.3% | 減碼 |
| IBM Retirement Fund | 21,092 | $184.3 萬 | 0.26% | −1,589−7.0% | 減碼 |
| IFG Advisory, LLC | 20,948 | $183.0 萬 | 0.18% | −1,027−4.7% | 減碼 |
| Essex Investment Management Co LLC | 20,801 | $181.8 萬 | 0.23% | −2,962−12.5% | 減碼 |
| TCG Advisory Services, LLC | 20,773 | $181.6 萬 | 0.50% | +3,613+21.1% | 加碼 |
| YorkBridge Wealth Partners, LLC | 20,694 | $180.9 萬 | 0.40% | +20,694 | 新進 |
| American National Registered Investment Advisor, Inc. | 20,680 | $180.7 萬 | 0.65% | −716−3.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 20,679 | $180.7 萬 | 0.38% | +391+1.9% | 加碼 |
| Convergence Investment Partners, LLC | 20,653 | $180.5 萬 | 0.93% | +279+1.4% | 加碼 |
| Westwood Holdings Group Inc. | 20,618 | $180.2 萬 | 0.02% | +1,295+6.7% | 加碼 |
| Edgestream Partners, L.P. | 20,508 | $179.2 萬 | 0.14% | −4,091−16.6% | 減碼 |
| Prudent Man Advisors, LLC | 20,428 | $178.5 萬 | 0.72% | −1,469−6.7% | 減碼 |
| Pitcairn Co | 20,385 | $178.2 萬 | 0.16% | −383−1.8% | 減碼 |
| Dakota Wealth Management | 20,367 | $178.0 萬 | 0.15% | +5,694+38.8% | 加碼 |