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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 20,348 | $177.8 萬 | 0.09% | −366−1.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 20,322 | $177.6 萬 | 0.53% | +20,302+101,510.0% | 加碼 |
| UBP Investment Advisors SA | 20,150 | $176.0 萬 | 0.68% | +150+0.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,113 | $175.8 萬 | 0.04% | +2,589+14.8% | 加碼 |
| Alaethes Wealth LLC | 20,103 | $175.7 萬 | 1.12% | +366+1.9% | 加碼 |
| Clarkston Capital Partners, LLC | 20,052 | $175.3 萬 | 0.03% | +9,991+99.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 19,888 | $173.8 萬 | 0.03% | −3,350−14.4% | 減碼 |
| Capital Investment Advisors, LLC | 19,840 | $173.4 萬 | 0.05% | +627+3.3% | 加碼 |
| Balyasny Asset Management LLC | 19,828 | $173.3 萬 | 0.01% | +19,828 | 新進 |
| Profund Advisors LLC | 19,791 | $173.0 萬 | 0.07% | −2,035−9.3% | 減碼 |
| Coastline Trust Co | 19,755 | $172.6 萬 | 0.21% | +3,350+20.4% | 加碼 |
| Wright Investors Service Inc | 19,702 | $172.2 萬 | 0.43% | +2,476+14.4% | 加碼 |
| Hightower 6M Holding, LLC | 19,695 | $172.1 萬 | 0.13% | +19,695 | 新進 |
| Modera Wealth Management, LLC | 19,340 | $169.0 萬 | 0.07% | −14,920−43.5% | 減碼 |
| Balasa Dinverno & Foltz LLC | 19,152 | $167.4 萬 | 0.11% | −62−0.3% | 減碼 |
| Abbot Financial Management, Inc. | 19,120 | $167.1 萬 | 0.82% | −600−3.0% | 減碼 |
| Lazard Asset Management LLC | 19,032 | $166.3 萬 | 0.00% | −2,813−12.9% | 減碼 |
| Ascent Wealth Partners, LLC | 18,701 | $163.5 萬 | 0.31% | +18,701 | 新進 |
| Richard Bernstein Advisors LLC | 18,369 | $160.5 萬 | 0.03% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 29,756 | $160.4 萬 | 0.04% | −2,080−6.5% | 減碼 |
| Institute for Wealth Management, LLC. | 18,217 | $159.2 萬 | 0.26% | +312+1.7% | 加碼 |
| Brasada Capital Management, LP | 18,166 | $158.8 萬 | 0.30% | +1,461+8.7% | 加碼 |
| MAI Capital Management | 18,132 | $158.5 萬 | 0.03% | −1,611−8.2% | 減碼 |
| Cerity Partners LLC | 18,105 | $158.1 萬 | 0.02% | −21,907−54.8% | 減碼 |
| Insight Inv LLC | 18,020 | $157.5 萬 | 1.43% | −135−0.7% | 減碼 |
| Acropolis Investment Management, LLC | 18,005 | $157.4 萬 | 0.14% | +60.0% | 加碼 |
| Western Wealth Management, LLC | 17,967 | $157.0 萬 | 0.08% | +9,470+111.5% | 加碼 |
| McDonald Partners LLC | 17,912 | $156.5 萬 | 0.34% | +17,912 | 新進 |
| Leavell Investment Management, Inc. | 17,821 | $155.8 萬 | 0.11% | +1,800+11.2% | 加碼 |
| Tiemann Investment Advisors, LLC | 17,744 | $155.1 萬 | 0.72% | −340−1.9% | 減碼 |
| Decatur Capital Management, Inc. | 17,718 | $154.9 萬 | 0.90% | +1,770+11.1% | 加碼 |
| Trust Investment Advisors | 17,549 | $153.4 萬 | 1.25% | +111+0.6% | 加碼 |
| Bryn Mawr Trust Co | 17,353 | $151.7 萬 | 0.06% | +41+0.2% | 加碼 |
| TD Private Client Wealth LLC | 17,356 | $151.7 萬 | 0.06% | −1,330−7.1% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $151.4 萬 | 0.07% | 00.0% | 不變 |
| White Pine Capital LLC | 17,290 | $151.1 萬 | 0.47% | +1,040+6.4% | 加碼 |
| Hoey Investments, Inc | 17,156 | $149.9 萬 | 0.42% | +9,669+129.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 17,073 | $149.2 萬 | 0.03% | +626+3.8% | 加碼 |
| Brown Brothers Harriman & Co | 17,070 | $149.2 萬 | 0.01% | +6,696+64.5% | 加碼 |
| United Capital Financial Advisers, LLC | 16,913 | $147.8 萬 | 0.01% | +5,330+46.0% | 加碼 |
| Forum Financial Management, LP | 16,840 | $147.1 萬 | 0.07% | +10.0% | 加碼 |
| Linscomb & Williams, Inc. | 16,777 | $146.6 萬 | 0.07% | +13,901+483.3% | 加碼 |
| Strategic Advisors LLC | 16,704 | $145.9 萬 | 0.25% | +16,704 | 新進 |
| Keebeck Alpha, LP | 16,635 | $145.4 萬 | 0.44% | +484+3.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 16,603 | $145.1 萬 | 0.33% | −254−1.5% | 減碼 |
| Redwood Investment Management, LLC | 16,598 | $145.1 萬 | 0.22% | +1,749+11.8% | 加碼 |
| South State Corp. | 16,420 | $143.5 萬 | 0.11% | −2,446−13.0% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $142.7 萬 | 0.39% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 16,210 | $141.7 萬 | 0.02% | +16,210 | 新進 |
| Boston Private Wealth LLC | 16,029 | $140.0 萬 | 0.02% | +332+2.1% | 加碼 |
| San Luis Wealth Advisors LLC | 14,244 | $139.8 萬 | 0.68% | +14,244 | 新進 |
| Davenport & Co LLC | 15,895 | $138.9 萬 | 0.01% | +4,120+35.0% | 加碼 |
| Altrafin AG | 15,783 | $137.9 萬 | 0.54% | −8,045−33.8% | 減碼 |
| Vident Investment Advisory, LLC | 15,770 | $137.7 萬 | 0.04% | −2,038−11.4% | 減碼 |
| Oak Asset Management, LLC | 15,728 | $137.5 萬 | 0.54% | +50+0.3% | 加碼 |
| Intrust Bank NA | 15,664 | $136.9 萬 | 0.17% | −257−1.6% | 減碼 |
| Duff & Phelps Investment Management Co | 15,611 | $136.4 萬 | 0.02% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 15,513 | $135.6 萬 | 0.15% | −239−1.5% | 減碼 |
| Buckley Wealth Management, LLC | 15,492 | $135.4 萬 | 0.37% | +3,082+24.8% | 加碼 |
| Bradley Foster & Sargent Inc | 15,415 | $134.7 萬 | 0.03% | +5,241+51.5% | 加碼 |
| Altium Wealth Management LLC | 15,351 | $134.2 萬 | 0.09% | −254−1.6% | 減碼 |
| TrimTabs Asset Management, LLC | 15,308 | $133.8 萬 | 0.45% | −1,186−7.2% | 減碼 |
| Diligent Investors, LLC | 15,272 | $133.5 萬 | 0.39% | +402+2.7% | 加碼 |
| Conning Inc. | 15,272 | $133.5 萬 | 0.04% | +754+5.2% | 加碼 |
| Am Investment Strategies LLC | 15,177 | $132.6 萬 | 0.35% | +452+3.1% | 加碼 |
| Longfellow Investment Management Co LLC | 15,122 | $132.2 萬 | 0.21% | +15,122 | 新進 |
| Red Cedar Investment Management, LLC | 15,116 | $132.1 萬 | 0.18% | +7,615+101.5% | 加碼 |
| Allen Investment Management LLC | 15,084 | $131.8 萬 | 0.02% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 15,035 | $131.4 萬 | 0.71% | +645+4.5% | 加碼 |
| Kinneret Advisory, LLC | 15,015 | $131.2 萬 | 0.14% | +336+2.3% | 加碼 |
| Baader Bank INC | 15,000 | $131.1 萬 | 0.11% | 00.0% | 不變 |
| Opus Investment Management Inc | 15,000 | $131.1 萬 | 0.20% | +15,000 | 新進 |
| Tokio Marine Asset Management Co Ltd | 14,929 | $130.5 萬 | 0.10% | +1,562+11.7% | 加碼 |
| Zullo Investment Group, Inc. | 14,897 | $130.2 萬 | 0.68% | +23+0.2% | 加碼 |
| SevenBridge Financial Group, LLC | 14,803 | $129.4 萬 | 0.45% | −1,017−6.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 14,784 | $129.2 萬 | 0.04% | +879+6.3% | 加碼 |
| Marvin & Palmer Associates Inc | 14,777 | $129.2 萬 | 0.58% | −105,746−87.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 14,737 | $128.8 萬 | 0.09% | +4,316+41.4% | 加碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $128.5 萬 | 0.51% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 14,687 | $128.4 萬 | 0.06% | −698−4.5% | 減碼 |
| Checchi Capital Advisers, LLC | 14,509 | $126.8 萬 | 0.13% | +232+1.6% | 加碼 |
| Wedbush Securities Inc | 14,491 | $126.7 萬 | 0.06% | −391−2.6% | 減碼 |
| Csenge Advisory Group | 14,470 | $126.5 萬 | 0.10% | +87+0.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 14,430 | $126.1 萬 | 0.11% | +2,641+22.4% | 加碼 |
| Parkside Investments, LLC | 14,400 | $125.8 萬 | 0.25% | +2,400+20.0% | 加碼 |
| Somerset Trust Co | 14,321 | $125.1 萬 | 0.48% | +90+0.6% | 加碼 |
| Citizens Financial Group Inc | 14,304 | $125.0 萬 | 0.04% | +561+4.1% | 加碼 |
| Trust Asset Management LLC | 14,271 | $124.7 萬 | 0.15% | +64+0.5% | 加碼 |
| 1st Source Bank | 14,194 | $124.1 萬 | 0.08% | +580+4.3% | 加碼 |
| Apollon Wealth Management, LLC | 14,145 | $123.6 萬 | 0.09% | +3,248+29.8% | 加碼 |
| Unigestion Holding SA | 13,574 | $122.5 萬 | 0.05% | +23+0.2% | 加碼 |
| Diversified Trust Co | 14,009 | $122.4 萬 | 0.04% | +2,321+19.9% | 加碼 |
| Atlas Private Wealth Management | 13,947 | $121.9 萬 | 0.71% | +180+1.3% | 加碼 |
| S&CO Inc | 13,915 | $121.6 萬 | 0.09% | 00.0% | 不變 |
| JB Capital LLC | 13,905 | $121.6 萬 | 0.12% | +1,031+8.0% | 加碼 |
| Granger Management LLC | 13,887 | $121.4 萬 | 0.32% | +13,887 | 新進 |
| Mather Group, LLC. | 13,778 | $120.4 萬 | 0.02% | +1,411+11.4% | 加碼 |
| Lavaca Capital LLC | 13,762 | $120.3 萬 | 0.52% | +710+5.4% | 加碼 |
| Kesler, Norman & Wride, LLC | 13,758 | $120.2 萬 | 0.27% | −173−1.2% | 減碼 |
| ARGI Investment Services, LLC | 13,758 | $120.2 萬 | 0.04% | +754+5.8% | 加碼 |