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 | $2,180 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 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 |
|---|---|---|---|---|---|
| Private Asset Management Inc | 3,082 | $23.4 萬 | 0.04% | 00.0% | 不變 |
| Janney Capital Management LLC | 3,089 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,090 | $23.5 萬 | 0.09% | +3,090 | 新進 |
| Ascent Group, LLC | 2,805 | $23.6 萬 | 0.03% | −345−11.0% | 減碼 |
| Madison Asset Management, LLC | 3,106 | $23.6 萬 | 0.00% | +3,106 | 新進 |
| Keebeck Wealth Management, LLC | 3,102 | $23.6 萬 | 0.05% | +3,102 | 新進 |
| SOL Capital Management CO | 3,120 | $23.7 萬 | 0.05% | −400−11.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,117 | $23.7 萬 | 0.15% | +5+0.2% | 加碼 |
| Delphia (USA) Inc. | 3,112 | $23.7 萬 | 0.16% | +3,112 | 新進 |
| Echo Street Capital Management LLC | 3,128 | $23.8 萬 | 0.00% | −917−22.7% | 減碼 |
| Johnson Investment Counsel Inc | 3,134 | $23.8 萬 | 0.00% | +668+27.1% | 加碼 |
| David Loasby | 3,105 | $23.9 萬 | 0.04% | +43+1.4% | 加碼 |
| Detalus Advisors, LLC | 3,149 | $24.0 萬 | 0.14% | +3,149 | 新進 |
| Horizon Wealth Management, LLC | 3,181 | $24.2 萬 | 0.10% | −325−9.3% | 減碼 |
| Everhart Financial Group, Inc. | 3,183 | $24.2 萬 | 0.15% | +3,183 | 新進 |
| Covington Capital Management | 3,196 | $24.3 萬 | 0.01% | −19−0.6% | 減碼 |
| Crewe Advisors LLC | 3,197 | $24.3 萬 | 0.05% | +699+28.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 3,195 | $24.3 萬 | 0.10% | +705+28.3% | 加碼 |
| Twin Focus Capital Partners, LLC | 3,210 | $24.4 萬 | 0.05% | 00.0% | 不變 |
| Cozad Asset Management Inc | 3,210 | $24.4 萬 | 0.04% | +200+6.6% | 加碼 |
| Howard Financial Services, Ltd. | 3,220 | $24.5 萬 | 0.08% | +195+6.4% | 加碼 |
| CX Institutional | 3,234 | $24.6 萬 | 0.02% | −1,274−28.3% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,239 | $24.6 萬 | 0.23% | −140−4.1% | 減碼 |
| Capital Advisors Inc | 3,229 | $24.6 萬 | 0.01% | +551+20.6% | 加碼 |
| Focus Financial Network, Inc. | 3,246 | $24.7 萬 | 0.02% | +863+36.2% | 加碼 |
| Pinnacle Private Wealth, LLC | 3,253 | $24.7 萬 | 0.10% | −322−9.0% | 減碼 |
| Bragg Financial Advisors, Inc | 3,247 | $24.7 萬 | 0.02% | −82−2.5% | 減碼 |
| CNB Bank | 3,255 | $24.8 萬 | 0.16% | 00.0% | 不變 |
| Mission Wealth Management, LP | 3,273 | $24.9 萬 | 0.01% | +966+41.9% | 加碼 |
| Valley National Advisers Inc | 3,244 | $25.0 萬 | 0.05% | +1,396+75.5% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 3,308 | $25.1 萬 | 0.02% | +10.0% | 加碼 |
| Vantage Consulting Group Inc | 3,298 | $25.1 萬 | 0.14% | +436+15.2% | 加碼 |
| Syntax Advisors, LLC | 3,298 | $25.1 萬 | 0.21% | +436+15.2% | 加碼 |
| Continuum Advisory, LLC | 3,307 | $25.2 萬 | 0.05% | −104−3.0% | 減碼 |
| Millennium Capital Advisors, LLC | 3,340 | $25.4 萬 | 0.25% | +776+30.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 3,340 | $25.4 萬 | 0.08% | −1,549−31.7% | 減碼 |
| Kore Private Wealth LLC | 3,356 | $25.5 萬 | 0.04% | −344−9.3% | 減碼 |
| Wellington Shields Capital Management, LLC | 3,357 | $25.5 萬 | 0.03% | −300−8.2% | 減碼 |
| Duncker Streett & Co Inc | 3,371 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 3,394 | $25.6 萬 | 0.05% | +62+1.9% | 加碼 |
| Clearstead Advisors, LLC | 3,383 | $25.7 萬 | 0.02% | +223+7.1% | 加碼 |
| Riverwater Partners LLC | 3,400 | $25.9 萬 | 0.26% | +3,400 | 新進 |
| RSM US Wealth Management LLC | 3,424 | $26.0 萬 | 0.01% | +1,063+45.0% | 加碼 |
| Humankind Investments LLC | 3,455 | $26.3 萬 | 0.13% | +523+17.8% | 加碼 |
| M&G Investment Management Ltd | 3,488 | $26.5 萬 | 0.00% | −80−2.2% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,481 | $26.5 萬 | 0.02% | +31+0.9% | 加碼 |
| WSFS Capital Management, LLC | 3,499 | $26.6 萬 | 0.09% | −16−0.5% | 減碼 |
| Red Cedar Capital, LLC | 3,500 | $26.6 萬 | 0.18% | 00.0% | 不變 |
| Marathon Capital Management | 3,511 | $26.7 萬 | 0.09% | +3,511 | 新進 |
| American Trust | 3,523 | $26.8 萬 | 0.02% | +260+8.0% | 加碼 |
| Cohen & Steers, Inc. | 3,553 | $27.0 萬 | 0.00% | +92+2.7% | 加碼 |
| Choate Investment Advisors | 3,547 | $27.0 萬 | 0.02% | +508+16.7% | 加碼 |
| Wagner Wealth Management, LLC | 3,553 | $27.0 萬 | 0.22% | +505+16.6% | 加碼 |
| Joule Financial, LLC | 3,545 | $27.0 萬 | 0.21% | +3,545 | 新進 |
| Pflug Koory, LLC | 3,560 | $27.1 萬 | 0.16% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 3,570 | $27.1 萬 | 0.07% | +290+8.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,564 | $27.1 萬 | 0.01% | +396+12.5% | 加碼 |
| American National Bank | 3,573 | $27.2 萬 | 0.07% | +1,558+77.3% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $27.3 萬 | 0.34% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 3,596 | $27.4 萬 | 0.27% | +17+0.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,609 | $27.5 萬 | 0.07% | −82−2.2% | 減碼 |
| Carmel Capital Partners, LLC | 3,627 | $27.6 萬 | 0.26% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 3,651 | $27.8 萬 | 0.08% | −996−21.4% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,625 | $27.8 萬 | 0.07% | −250−6.5% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,664 | $27.9 萬 | 0.07% | −252−6.4% | 減碼 |
| Boenning & Scattergood, Inc. | 3,670 | $27.9 萬 | 0.05% | −98−2.6% | 減碼 |
| Hoylecohen, LLC | 3,667 | $27.9 萬 | 0.03% | +3+0.1% | 加碼 |
| Jones Financial Companies LLLP | 3,664 | $27.9 萬 | 0.00% | +22+0.6% | 加碼 |
| Optimum Investment Advisors | 3,700 | $28.1 萬 | 0.14% | −550−12.9% | 減碼 |
| Cutler Group LP | 3,723 | $28.3 萬 | 0.04% | −66,626−94.7% | 減碼 |
| Private Capital Management LLC | 3,248 | $28.4 萬 | 0.09% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 3,753 | $28.5 萬 | 0.13% | +15+0.4% | 加碼 |
| Drive Wealth Management, LLC | 3,760 | $28.6 萬 | 0.26% | −668−15.1% | 減碼 |
| Overbrook Management Corp | 3,764 | $28.6 萬 | 0.08% | 00.0% | 不變 |
| HYA Advisors, Inc | 3,757 | $28.6 萬 | 0.11% | +18+0.5% | 加碼 |
| Cable Hill Partners, LLC | 3,760 | $28.6 萬 | 0.07% | +839+28.7% | 加碼 |
| Integrated Investment Consultants, LLC | 3,767 | $28.7 萬 | 0.10% | −427−10.2% | 減碼 |
| Sunflower Bank, N.A. | 3,796 | $28.8 萬 | 0.06% | −119−3.0% | 減碼 |
| Trustmark National Bank Trust Department | 3,790 | $28.8 萬 | 0.03% | 00.0% | 不變 |
| Cantor Fitzgerald, L. P. | 3,800 | $28.9 萬 | 0.01% | −2,200−36.7% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 3,800 | $28.9 萬 | 0.00% | +600+18.8% | 加碼 |
| Park National Corp | 3,808 | $29.0 萬 | 0.01% | +92+2.5% | 加碼 |
| City State Bank | 3,830 | $29.1 萬 | 0.20% | +5+0.1% | 加碼 |
| MCF Advisors LLC | 3,857 | $29.3 萬 | 0.03% | +198+5.4% | 加碼 |
| Shepherd Financial Partners LLC | 3,867 | $29.4 萬 | 0.06% | +844+27.9% | 加碼 |
| Willner & Heller, LLC | 3,885 | $29.5 萬 | 0.46% | +59+1.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,881 | $29.5 萬 | 0.03% | +388+11.1% | 加碼 |
| Sepio Capital, LP | 3,876 | $29.5 萬 | 0.03% | +559+16.9% | 加碼 |
| Michael B. Yongue | 3,888 | $29.6 萬 | 0.26% | −1,215−23.8% | 減碼 |
| Rosenberg Matthew Hamilton | 3,852 | $29.6 萬 | 0.11% | −620−13.9% | 減碼 |
| Buffington Mohr McNeal | 3,893 | $29.6 萬 | 0.06% | +143+3.8% | 加碼 |
| Global Retirement Partners, LLC | 3,889 | $29.6 萬 | 0.02% | −34−0.9% | 減碼 |
| Platte River Wealth Advisors, LLC | 3,930 | $29.9 萬 | 0.13% | −2,950−42.9% | 減碼 |
| HBK Sorce Advisory LLC | 3,929 | $29.9 萬 | 0.02% | −2,013−33.9% | 減碼 |
| First Foundation Advisors | 3,937 | $29.9 萬 | 0.01% | −365−8.5% | 減碼 |
| ACG Wealth | 3,932 | $29.9 萬 | 0.06% | +6+0.2% | 加碼 |
| Herold Advisors, Inc. | 3,936 | $29.9 萬 | 0.14% | +1,011+34.6% | 加碼 |
| Tanager Wealth Management LLP | 3,945 | $30.0 萬 | 0.25% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,946 | $30.0 萬 | 0.04% | +1,529+63.3% | 加碼 |
| Frisch Financial Group, Inc. | 3,953 | $30.1 萬 | 0.12% | −47−1.2% | 減碼 |