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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 13,745 | $120.1 萬 | 0.46% | +990+7.8% | 加碼 |
| Cetera Advisors LLC | 13,670 | $119.5 萬 | 0.02% | +1,717+14.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 13,562 | $118.5 萬 | 0.14% | +337+2.5% | 加碼 |
| Parsons Capital Management Inc | 13,546 | $118.4 萬 | 0.09% | −871−6.0% | 減碼 |
| Excalibur Management Corp | 13,542 | $118.4 萬 | 0.51% | −81−0.6% | 減碼 |
| Amica Retiree Medical Trust | 13,517 | $118.1 萬 | 1.10% | −931−6.4% | 減碼 |
| Icon Advisers Inc | 13,500 | $118.0 萬 | 0.20% | −100−0.7% | 減碼 |
| Systematic Financial Management LP | 13,500 | $118.0 萬 | 0.04% | 00.0% | 不變 |
| Fractal Investments LLC | 13,464 | $117.7 萬 | 0.35% | −7,623−36.2% | 減碼 |
| FourThought Financial, LLC | 13,457 | $117.6 萬 | 0.15% | −263−1.9% | 減碼 |
| Abbrea Capital, LLC | 13,450 | $117.6 萬 | 0.16% | −25−0.2% | 減碼 |
| Investors Research Corp | 13,416 | $117.3 萬 | 0.33% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 13,344 | $116.6 萬 | 0.07% | +1,287+10.7% | 加碼 |
| Golden Green, Inc. | 13,321 | $116.4 萬 | 0.96% | +10,203+327.2% | 加碼 |
| Boston Partners | 13,297 | $116.2 萬 | 0.00% | −1,261−8.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 13,235 | $115.7 萬 | 0.13% | −661−4.8% | 減碼 |
| AdvisorNet Financial, Inc | 13,230 | $115.6 萬 | 0.07% | −569−4.1% | 減碼 |
| Wealth Effects LLC | 13,127 | $114.7 萬 | 0.54% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 13,074 | $114.3 萬 | 0.05% | +2,266+21.0% | 加碼 |
| Howland Capital Management LLC | 13,058 | $114.1 萬 | 0.06% | +29+0.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,017 | $113.8 萬 | 0.01% | −39,598−75.3% | 減碼 |
| TLWM | 12,890 | $113.1 萬 | 0.39% | +669+5.5% | 加碼 |
| First National Trust Co | 12,922 | $112.9 萬 | 0.06% | +20+0.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 12,918 | $112.9 萬 | 0.07% | +404+3.2% | 加碼 |
| Van Leeuwen & Company, LLC | 12,885 | $112.6 萬 | 0.83% | −13,984−52.0% | 減碼 |
| Fulton Bank, N.A. | 12,830 | $112.2 萬 | 0.05% | +45+0.4% | 加碼 |
| Columbia Trust Co 01012016 | 13,239 | $112.2 萬 | 0.53% | +2,684+25.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 12,814 | $112.1 萬 | 0.10% | −205−1.6% | 減碼 |
| Berkshire Asset Management LLC | 12,816 | $112.0 萬 | 0.07% | +58+0.5% | 加碼 |
| Washburn Capital Management, Inc. | 12,815 | $112.0 萬 | 0.73% | +1,950+17.9% | 加碼 |
| Strategic Investment Advisors | 12,769 | $111.6 萬 | 0.21% | +1,046+8.9% | 加碼 |
| Ballentine Partners, LLC | 12,718 | $111.1 萬 | 0.03% | −290−2.2% | 減碼 |
| Freedman Financial Associates, Inc. | 12,714 | $111.0 萬 | 0.76% | 00.0% | 不變 |
| Enlightenment Research, LLC | 12,705 | $111.0 萬 | 1.48% | +8,794+224.9% | 加碼 |
| King Luther Capital Management Corp | 11,136 | $110.2 萬 | 0.01% | +1,826+19.6% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $110.1 萬 | 0.36% | 00.0% | 不變 |
| SRN Advisors, LLC | 12,597 | $110.1 萬 | 0.49% | +186+1.5% | 加碼 |
| Principle Wealth Partners LLC | 12,588 | $110.0 萬 | 0.12% | +30.0% | 加碼 |
| Delta Asset Management LLC | 12,516 | $109.4 萬 | 0.11% | 00.0% | 不變 |
| Maven Securities LTD | 12,520 | $109.4 萬 | 0.23% | +5,004+66.6% | 加碼 |
| Long Run Wealth Advisors, LLC | 12,449 | $108.9 萬 | 0.38% | +1,259+11.3% | 加碼 |
| Viewpoint Capital Management LLC | 12,449 | $108.8 萬 | 0.84% | +50+0.4% | 加碼 |
| Gotham Asset Management, LLC | 12,395 | $108.3 萬 | 0.03% | −2,960−19.3% | 減碼 |
| Legacy Wealth Asset Management, LLC | 12,304 | $107.5 萬 | 0.38% | −86−0.7% | 減碼 |
| IFP Advisors, Inc | 19,858 | $106.8 萬 | 0.01% | +14,790+291.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 12,201 | $106.6 萬 | 0.01% | +223+1.9% | 加碼 |
| Harbor Investment Advisory, LLC | 12,146 | $106.2 萬 | 0.14% | +3,795+45.4% | 加碼 |
| Horizon Investments, LLC | 12,182 | $105.6 萬 | 0.03% | +831+7.3% | 加碼 |
| Windsor Group LTD | 12,517 | $105.2 萬 | 0.19% | −24−0.2% | 減碼 |
| Capital Management Associates | 12,000 | $104.9 萬 | 1.13% | −3,000−20.0% | 減碼 |
| Fund Management at Engine No. 1 LLC | 12,002 | $104.9 萬 | 0.26% | +12,002 | 新進 |
| McMillion Capital Management Inc | 11,951 | $104.5 萬 | 0.65% | −1,395−10.5% | 減碼 |
| Triangle Securities Wealth Management | 11,925 | $104.2 萬 | 0.35% | −1,040−8.0% | 減碼 |
| Pendal Group Limited | 11,910 | $104.1 萬 | 0.01% | +4,212+54.7% | 加碼 |
| AMG National Trust Bank | 11,871 | $103.8 萬 | 0.03% | −818−6.4% | 減碼 |
| Intersect Capital LLC | 11,824 | $103.3 萬 | 0.20% | −603−4.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 11,814 | $103.2 萬 | 0.25% | +780+7.1% | 加碼 |
| Pacific Global Investment Management CO | 11,770 | $102.9 萬 | 0.20% | −451−3.7% | 減碼 |
| Trust Co of Toledo NA | 11,762 | $102.8 萬 | 0.16% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 11,760 | $102.6 萬 | 0.36% | +1,161+11.0% | 加碼 |
| Valeo Financial Advisors, LLC | 11,723 | $102.5 萬 | 0.05% | +3,595+44.2% | 加碼 |
| Salem Investment Counselors Inc | 11,721 | $102.4 萬 | 0.04% | −242−2.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 11,682 | $102.1 萬 | 0.09% | +8,737+296.7% | 加碼 |
| Whittier Trust Co | 11,490 | $100.4 萬 | 0.02% | +260+2.3% | 加碼 |
| Gries Financial LLC | 11,472 | $100.3 萬 | 0.37% | +3,575+45.3% | 加碼 |
| Vanguard Capital Wealth Advisors | 11,475 | $100.2 萬 | 0.72% | +302+2.7% | 加碼 |
| Sentry Investment Management LLC | 11,455 | $100.1 萬 | 0.32% | +7,073+161.4% | 加碼 |
| Ar Asset Management Inc | 11,400 | $99.6 萬 | 0.25% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 11,349 | $99.2 萬 | 0.12% | −172−1.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 11,341 | $99.1 萬 | 0.06% | −1,405−11.0% | 減碼 |
| Cape Ann Savings Bank | 11,338 | $99.1 萬 | 0.65% | −72−0.6% | 減碼 |
| Bowling Portfolio Management LLC | 11,259 | $98.4 萬 | 0.21% | −18,088−61.6% | 減碼 |
| GFG Capital, LLC | 11,258 | $98.4 萬 | 0.29% | 00.0% | 不變 |
| NCM Capital Management, LLC | 11,195 | $97.8 萬 | 0.62% | +84+0.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 10,970 | $95.9 萬 | 0.13% | +1,500+15.8% | 加碼 |
| Bank Hapoalim BM | 10,916 | $95.4 萬 | 0.10% | −2,927−21.1% | 減碼 |
| Brookstone Capital Management | 11,355 | $95.4 萬 | 0.02% | +1,421+14.3% | 加碼 |
| Atlas Private Wealth Advisors | 10,828 | $94.6 萬 | 0.42% | −153−1.4% | 減碼 |
| Muhlenkamp & Co Inc | 10,805 | $94.4 萬 | 0.33% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 10,785 | $94.3 萬 | 0.97% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 10,782 | $94.2 萬 | 0.07% | −2,757−20.4% | 減碼 |
| Capitolis Advisors LLC | 10,753 | $94.0 萬 | 0.05% | −696,097−98.5% | 減碼 |
| Resources Investment Advisors, LLC. | 10,699 | $93.5 萬 | 0.04% | +651+6.5% | 加碼 |
| Lansing Street Advisors | 11,113 | $93.4 萬 | 0.59% | +11,113 | 新進 |
| Sowell Financial Services LLC | 11,022 | $93.3 萬 | 0.16% | −18,922−63.2% | 減碼 |
| Community Bank, N.A. | 10,631 | $92.9 萬 | 0.11% | +2,234+26.6% | 加碼 |
| Financial Counselors Inc | 10,576 | $92.4 萬 | 0.02% | −2,668−20.1% | 減碼 |
| Wintrust Investments LLC | 10,569 | $92.4 萬 | 0.09% | +1,723+19.5% | 加碼 |
| Brighton Jones LLC | 10,530 | $92.0 萬 | 0.04% | +1,068+11.3% | 加碼 |
| StoneX Group Inc. | 10,526 | $92.0 萬 | 0.07% | +1,243+13.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,515 | $91.9 萬 | 0.06% | +3,676+53.8% | 加碼 |
| Seeyond | 10,483 | $91.6 萬 | 0.09% | +1,174+12.6% | 加碼 |
| Pallas Capital Advisors LLC | 10,778 | $91.4 萬 | 0.12% | −734−6.4% | 減碼 |
| AGF Investments LLC | 10,455 | $91.4 萬 | 0.08% | +10,455 | 新進 |
| OPSEU Pension Plan Trust Fund | 10,369 | $91.0 萬 | 0.22% | +490+5.0% | 加碼 |
| Occudo Quantitative Strategies LP | 10,402 | $90.9 萬 | 0.08% | +10,402 | 新進 |
| Retirement Planning Co of New England, Inc. | 10,383 | $90.7 萬 | 0.51% | +6+0.1% | 加碼 |
| Odey Holdings Ltd | 10,343 | $90.4 萬 | 6.44% | −3,600−25.8% | 減碼 |
| CoreCap Advisors, LLC | 10,341 | $90.4 萬 | 0.06% | +3,557+52.4% | 加碼 |
| Fortem Financial Group, LLC | 10,278 | $89.8 萬 | 0.39% | +3,012+41.5% | 加碼 |