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 2,745 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 2 季 13F 持有人
Morgan Stanley 在 2022/6/30 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
- 1,607
- 較 2022 年第 1 季 −46 家
- 持有股數
- 14.4 億
- 較 2022 年第 1 季 −2,862 萬 (−1.9%)
- 總市值
- $1,096 億
- 較 2022 年第 1 季 −$188.5 億 (−14.7%)
- 新進機構
- 113
- 另有 609 家加碼
- 清倉機構
- 159
- 另有 647 家減碼
另有 20 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,181 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 1,835 | $14.0 萬 | 0.04% | −1,296−41.4% | 減碼 |
| Covestor Ltd | 1,857 | $14.1 萬 | 0.12% | +1,231+196.6% | 加碼 |
| Baystate Wealth Management LLC | 1,872 | $14.2 萬 | 0.01% | +17+0.9% | 加碼 |
| BerganKDV Wealth Management, LLC | 1,913 | $14.5 萬 | 0.02% | −8,028−80.8% | 減碼 |
| Endurance Wealth Management, Inc. | 1,916 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Monolith Advisors | 1,965 | $14.9 萬 | 0.16% | +1,448+280.1% | 加碼 |
| IMA Wealth, Inc. | 1,966 | $15.0 萬 | 0.04% | −163−7.7% | 減碼 |
| Interactive Financial Advisors | 2,000 | $15.2 萬 | 0.08% | 00.0% | 不變 |
| Sandy Spring Bank | 2,026 | $15.4 萬 | 0.01% | +187+10.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 2,066 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 2,040 | $15.7 萬 | 0.09% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 2,068 | $15.7 萬 | 0.01% | −438−17.5% | 減碼 |
| Washington Trust Advisors, Inc. | 2,085 | $15.8 萬 | 0.01% | −548−20.8% | 減碼 |
| First National Bank of South Miami | 2,123 | $16.1 萬 | 0.11% | +1,123+112.3% | 加碼 |
| Wolff Wiese Magana LLC | 2,151 | $16.4 萬 | 0.12% | +735+51.9% | 加碼 |
| South Dakota Investment Council | 2,200 | $16.7 萬 | 0.00% | +2,200 | 新進 |
| Ellevest, Inc. | 2,283 | $17.4 萬 | 0.02% | −4,081−64.1% | 減碼 |
| Prestige Wealth Management Group LLC | 2,301 | $17.5 萬 | 0.05% | +208+9.9% | 加碼 |
| Operose Advisors LLC | 2,354 | $17.9 萬 | 0.13% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,389 | $18.2 萬 | 0.01% | +2,389 | 新進 |
| Harvest Fund Management Co., Ltd | 2,421 | $18.4 萬 | 0.05% | −1,351−35.8% | 減碼 |
| Bangor Savings Bank | 2,487 | $18.9 萬 | 0.02% | +2,487 | 新進 |
| Highlander Capital Management, LLC | 2,500 | $19.0 萬 | 0.10% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,507 | $19.1 萬 | 0.03% | +2,289+1,050.0% | 加碼 |
| Oakworth Capital, Inc. | 2,546 | $19.4 萬 | 0.02% | −84−3.2% | 減碼 |
| Missouri Trust & Investment Co | 2,640 | $20.1 萬 | 0.13% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,645 | $20.1 萬 | 0.04% | +107+4.2% | 加碼 |
| N.E.W. Advisory Services LLC | 2,641 | $20.1 萬 | 0.04% | +2,641 | 新進 |
| Windsor Group LTD | 2,683 | $20.2 萬 | 0.05% | −9,834−78.6% | 減碼 |
| Asset Allocation & Management Company, LLC | 2,660 | $20.2 萬 | 0.08% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 2,666 | $20.3 萬 | 0.01% | −684,959−99.6% | 減碼 |
| Univest Financial Corp | 2,663 | $20.3 萬 | 0.07% | −144−5.1% | 減碼 |
| Wedge Capital Management L L P | 2,680 | $20.4 萬 | 0.00% | −63−2.3% | 減碼 |
| Weatherly Asset Management L. P. | 2,684 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| Argent Advisors, Inc. | 2,680 | $20.4 萬 | 0.11% | 00.0% | 不變 |
| Chicago Trust Co NA | 2,676 | $20.4 萬 | 0.05% | +310+13.1% | 加碼 |
| Navis Wealth Advisors, LLC | 2,700 | $20.5 萬 | 0.22% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,435 | $20.5 萬 | 0.01% | +2,435 | 新進 |
| Northwest Bancshares, Inc. | 2,709 | $20.6 萬 | 0.05% | 00.0% | 不變 |
| Reik & Co., LLC | 2,703 | $20.6 萬 | 0.06% | 00.0% | 不變 |
| Cordasco Financial Network | 2,702 | $20.6 萬 | 0.15% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 2,704 | $20.6 萬 | 0.12% | +24+0.9% | 加碼 |
| FSB Premier Wealth Management, Inc. | 2,712 | $20.6 萬 | 0.11% | −9−0.3% | 減碼 |
| Broadleaf Partners, LLC | 2,719 | $20.7 萬 | 0.09% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 2,725 | $20.7 萬 | 0.12% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,732 | $20.8 萬 | 0.20% | −25−0.9% | 減碼 |
| Aspiriant, LLC | 2,762 | $20.9 萬 | 0.01% | −99−3.5% | 減碼 |
| Annapolis Financial Services, LLC | 2,745 | $20.9 萬 | 0.08% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 2,755 | $21.0 萬 | 0.01% | −423−13.3% | 減碼 |
| E Fund Management Co., Ltd. | 2,779 | $21.1 萬 | 0.02% | −21−0.8% | 減碼 |
| DGS Capital Management, LLC | 2,787 | $21.2 萬 | 0.17% | −349−11.1% | 減碼 |
| Mayfair Advisory Group, LLC | 2,517 | $21.2 萬 | 0.28% | +2,517 | 新進 |
| GHP Investment Advisors, Inc. | 2,804 | $21.3 萬 | 0.02% | +213+8.2% | 加碼 |
| Congress Park Capital LLC | 2,800 | $21.3 萬 | 0.14% | +2,800 | 新進 |
| American State Bank (Iowa) | 2,808 | $21.4 萬 | 0.17% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 2,817 | $21.4 萬 | 0.09% | +50+1.8% | 加碼 |
| Sargent Bickham Lagudis LLC | 2,808 | $21.4 萬 | 0.02% | +366+15.0% | 加碼 |
| Norway Savings Bank | 2,827 | $21.5 萬 | 0.11% | −25−0.9% | 減碼 |
| Cedar Brook Financial Partners, LLC | 2,836 | $21.6 萬 | 0.07% | −630−18.2% | 減碼 |
| Fort Sheridan Advisors LLC | 2,858 | $21.7 萬 | 0.07% | −478−14.3% | 減碼 |
| Keystone Financial Group | 2,851 | $21.7 萬 | 0.04% | +295+11.5% | 加碼 |
| Canvas Wealth Advisors, LLC | 2,851 | $21.7 萬 | 0.09% | +2,851 | 新進 |
| Vigilare Wealth Management | 2,870 | $21.8 萬 | 0.24% | −819−22.2% | 減碼 |
| Leisure Capital Management | 2,871 | $21.8 萬 | 0.11% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 2,872 | $21.8 萬 | 0.14% | 00.0% | 不變 |
| JT Stratford LLC | 2,867 | $21.8 萬 | 0.07% | 00.0% | 不變 |
| Ssi Investment Management LLC | 2,843 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Wrapmanager Inc | 2,864 | $21.8 萬 | 0.07% | +2,864 | 新進 |
| Motco | 2,875 | $21.9 萬 | 0.02% | −1,694−37.1% | 減碼 |
| McLean Asset Management Corp | 2,898 | $21.9 萬 | 0.09% | +23+0.8% | 加碼 |
| Alta Wealth Advisors LLC | 2,838 | $21.9 萬 | 0.15% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 2,876 | $21.9 萬 | 0.06% | +1,681+140.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,918 | $22.2 萬 | 0.05% | −2,322−44.3% | 減碼 |
| Valmark Advisers, Inc. | 2,914 | $22.2 萬 | 0.00% | −1,610−35.6% | 減碼 |
| Addison Advisors LLC | 2,920 | $22.2 萬 | 0.13% | −114−3.8% | 減碼 |
| FinTrust Capital Advisors, LLC | 2,697 | $22.2 萬 | 0.06% | −229−7.8% | 減碼 |
| Bluefin Capital Management, LLC | 2,840 | $22.2 萬 | 0.03% | +402+16.5% | 加碼 |
| Fiduciary Group LLC | 2,464 | $22.2 萬 | 0.03% | +2,464 | 新進 |
| NBT Bank N A | 2,932 | $22.3 萬 | 0.03% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 2,927 | $22.3 萬 | 0.13% | +397+15.7% | 加碼 |
| XR Securities LLC | 2,927 | $22.3 萬 | 0.11% | +2,927 | 新進 |
| 180 Wealth Advisors, LLC | 2,914 | $22.4 萬 | 0.06% | −19−0.6% | 減碼 |
| River Wealth Advisors LLC | 2,940 | $22.4 萬 | 0.04% | −187−6.0% | 減碼 |
| Fortune 45 LLC | 2,955 | $22.4 萬 | 0.26% | +2,955 | 新進 |
| Five Oceans Advisors | 2,977 | $22.6 萬 | 0.17% | −86−2.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,971 | $22.6 萬 | 0.01% | −10−0.3% | 減碼 |
| Harrington Investments, INC | 2,975 | $22.6 萬 | 0.17% | 00.0% | 不變 |
| Novare Capital Management LLC | 2,985 | $22.7 萬 | 0.03% | −960−24.3% | 減碼 |
| Kozak & Associates, Inc. | 2,991 | $22.7 萬 | 0.15% | +1,178+65.0% | 加碼 |
| O'Rourke & Company, Inc | 2,997 | $22.8 萬 | 0.19% | −37−1.2% | 減碼 |
| Spirit of America Management Corp | 3,000 | $22.8 萬 | 0.05% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 3,000 | $22.8 萬 | 0.09% | 00.0% | 不變 |
| Stiles Financial Services Inc | 2,996 | $22.8 萬 | 0.14% | +407+15.7% | 加碼 |
| Arete Wealth Advisors, LLC | 3,005 | $22.9 萬 | 0.03% | −830−21.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 3,019 | $23.0 萬 | 0.09% | +40+1.3% | 加碼 |
| Independent Financial Group, LLC | 3,035 | $23.1 萬 | 0.02% | −448−12.9% | 減碼 |
| Stonnington Group, LLC | 3,000 | $23.1 萬 | 0.06% | −4,550−60.3% | 減碼 |
| Objective Capital Management, LLC | 3,042 | $23.1 萬 | 0.23% | 00.0% | 不變 |
| LWM Advisory Services, LLC | 3,043 | $23.1 萬 | 0.28% | +367+13.7% | 加碼 |
| IMPACTfolio, LLC | 3,053 | $23.2 萬 | 0.22% | −40−1.3% | 減碼 |