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 |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 3,955 | $30.1 萬 | 0.30% | +124+3.2% | 加碼 |
| Richwood Investment Advisors, LLC | 3,963 | $30.1 萬 | 0.30% | +1,336+50.9% | 加碼 |
| Davis R M Inc | 3,971 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Farmers National Bank | 3,995 | $30.4 萬 | 0.12% | −12−0.3% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $30.4 萬 | 0.18% | −3,000−42.9% | 減碼 |
| First Financial Bank - Trust Division | 4,001 | $30.4 萬 | 0.04% | −34−0.8% | 減碼 |
| Westover Capital Advisors, LLC | 4,000 | $30.4 萬 | 0.11% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 4,000 | $30.4 萬 | 0.20% | +300+8.1% | 加碼 |
| CVA Family Office, LLC | 3,993 | $30.4 萬 | 0.08% | +995+33.2% | 加碼 |
| Highland Private Wealth Management | 4,007 | $30.5 萬 | 0.05% | −407−9.2% | 減碼 |
| Wealthsource Partners, LLC | 4,011 | $30.5 萬 | 0.02% | +980+32.3% | 加碼 |
| St Germain D J Co Inc | 4,027 | $30.6 萬 | 0.02% | −104,824−96.3% | 減碼 |
| Lindbrook Capital, LLC | 4,020 | $30.6 萬 | 0.05% | −23−0.6% | 減碼 |
| West Family Investments, Inc. | 4,033 | $30.7 萬 | 0.12% | −256−6.0% | 減碼 |
| Sage Mountain Advisors LLC | 4,037 | $30.7 萬 | 0.05% | −50−1.2% | 減碼 |
| King Wealth | 4,049 | $30.8 萬 | 0.07% | +104+2.6% | 加碼 |
| Allred Capital Management, LLC | 4,068 | $30.9 萬 | 0.19% | −33−0.8% | 減碼 |
| Haverford Trust Co | 4,064 | $30.9 萬 | 0.00% | +4,064 | 新進 |
| Cary Street Partner Investment Advisory LLC | 4,074 | $31.0 萬 | 0.03% | +4,074 | 新進 |
| OneAscent Wealth Management LLC | 4,083 | $31.1 萬 | 0.16% | −894−18.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 4,087 | $31.1 萬 | 0.13% | −573−12.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,087 | $31.1 萬 | 0.06% | +10.0% | 加碼 |
| Amplius Wealth Advisors, LLC | 4,097 | $31.1 萬 | 0.05% | +32+0.8% | 加碼 |
| Destination Wealth Management | 4,098 | $31.2 萬 | 0.01% | −307−7.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,122 | $31.3 萬 | 0.08% | −544−11.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 4,117 | $31.3 萬 | 0.01% | −33−0.8% | 減碼 |
| Advus Financial Partners, LLC | 4,117 | $31.3 萬 | 0.17% | +644+18.5% | 加碼 |
| Main Street Financial Solutions, LLC | 4,132 | $31.4 萬 | 0.04% | +3+0.1% | 加碼 |
| BLB&B Advisors, LLC | 4,144 | $31.5 萬 | 0.02% | −231−5.3% | 減碼 |
| Quantum Financial Advisors, LLC | 3,545 | $31.5 萬 | 0.12% | +3,545 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 4,159 | $31.6 萬 | 0.07% | +250+6.4% | 加碼 |
| Enlightenment Research, LLC | 4,162 | $31.7 萬 | 0.68% | −8,543−67.2% | 減碼 |
| Aaron Wealth Advisors | 4,193 | $31.8 萬 | 0.08% | −248,305−98.3% | 減碼 |
| Marcum Wealth, LLC | 4,191 | $31.9 萬 | 0.05% | −356−7.8% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,195 | $31.9 萬 | 0.17% | +36+0.9% | 加碼 |
| First Citizens Financial Corp | 4,208 | $32.0 萬 | 0.28% | 00.0% | 不變 |
| DSC Advisors, L.P. | 4,210 | $32.0 萬 | 0.32% | +162+4.0% | 加碼 |
| Americana Partners, LLC | 4,228 | $32.1 萬 | 0.06% | −1,805−29.9% | 減碼 |
| First National Advisers, LLC | 4,234 | $32.2 萬 | 0.67% | +4,234 | 新進 |
| Ronald Blue Trust, Inc. | 3,690 | $32.3 萬 | 0.01% | +3,690 | 新進 |
| Eads & Heald Wealth Management | 4,296 | $32.7 萬 | 0.18% | −665−13.4% | 減碼 |
| Tributary Capital Management, LLC | 4,300 | $32.7 萬 | 0.03% | −100−2.3% | 減碼 |
| Eastern Bank | 4,316 | $32.8 萬 | 0.02% | −41−0.9% | 減碼 |
| Roundview Capital LLC | 4,324 | $32.9 萬 | 0.04% | +1,340+44.9% | 加碼 |
| Crawford Investment Counsel Inc | 4,344 | $33.0 萬 | 0.01% | −711−14.1% | 減碼 |
| Evergreen Capital Management LLC | 4,339 | $33.0 萬 | 0.02% | −102−2.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,333 | $33.0 萬 | 0.29% | −20.0% | 減碼 |
| Freestone Capital Holdings, LLC | 4,359 | $33.2 萬 | 0.01% | −8,715−66.7% | 減碼 |
| Alpha Cubed Investments, LLC | 4,360 | $33.2 萬 | 0.02% | +670+18.2% | 加碼 |
| Aj Wealth Strategies, LLC | 4,400 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Advisor Resource Council | 4,398 | $33.5 萬 | 0.03% | +4,398 | 新進 |
| Tobam | 4,415 | $33.6 萬 | 0.02% | +4,415 | 新進 |
| Radnor Capital Management, LLC | 4,440 | $33.8 萬 | 0.09% | 00.0% | 不變 |
| Summit Financial, LLC | 4,444 | $33.8 萬 | 0.03% | −912−17.0% | 減碼 |
| Ulland Investment Advisors, LLC | 4,475 | $34.0 萬 | 0.35% | −1,500−25.1% | 減碼 |
| Interchange Capital Partners, LLC | 4,474 | $34.0 萬 | 0.38% | −1,314−22.7% | 減碼 |
| Grandfield & Dodd, LLC | 4,468 | $34.0 萬 | 0.03% | −200−4.3% | 減碼 |
| Anchor Investment Management, LLC | 4,483 | $34.1 萬 | 0.05% | −397−8.1% | 減碼 |
| Tradition Wealth Management, LLC | 4,485 | $34.1 萬 | 0.05% | −816−15.4% | 減碼 |
| Centric Wealth Management | 4,501 | $34.2 萬 | 0.13% | +286+6.8% | 加碼 |
| Strategic Wealth Partners, Ltd. | 4,508 | $34.3 萬 | 0.07% | −510−10.2% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,507 | $34.3 萬 | 0.12% | +1,720+61.7% | 加碼 |
| Peoples Financial Services Corp. | 4,504 | $34.3 萬 | 0.16% | +2,830+169.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,536 | $34.5 萬 | 0.01% | −347−7.1% | 減碼 |
| Perritt Capital Management Inc | 4,563 | $34.7 萬 | 0.21% | +63+1.4% | 加碼 |
| OneAscent Financial Services LLC | 4,571 | $34.8 萬 | 0.16% | +718+18.6% | 加碼 |
| Swarthmore Group Inc | 4,593 | $34.9 萬 | 0.14% | −70,356−93.9% | 減碼 |
| Davidson Investment Advisors | 4,584 | $34.9 萬 | 0.03% | −425−8.5% | 減碼 |
| Wilkinson Global Asset Management LLC | 4,585 | $34.9 萬 | 0.03% | +200+4.6% | 加碼 |
| KLCM Advisors, Inc. | 4,647 | $35.3 萬 | 0.08% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 4,718 | $35.7 萬 | 0.25% | +4,430+1,538.2% | 加碼 |
| LVZ Advisors, Inc. | 4,732 | $36.0 萬 | 0.06% | 00.0% | 不變 |
| Executive Wealth Group LLC | 4,751 | $36.1 萬 | 0.28% | +43+0.9% | 加碼 |
| Chelsea Counsel Co | 4,776 | $36.3 萬 | 0.19% | 00.0% | 不變 |
| Wealth Alliance | 4,772 | $36.3 萬 | 0.07% | +68+1.4% | 加碼 |
| Ledyard National Bank | 4,784 | $36.4 萬 | 0.04% | −193−3.9% | 減碼 |
| Geller Advisors LLC | 4,794 | $36.5 萬 | 0.08% | −190−3.8% | 減碼 |
| Omnia Family Wealth, LLC | 4,794 | $36.5 萬 | 0.27% | 00.0% | 不變 |
| Spouting Rock Asset Management, LLC | 4,805 | $36.5 萬 | 0.24% | +4,805 | 新進 |
| OPSEU Pension Plan Trust Fund | 4,869 | $36.8 萬 | 0.09% | −5,500−53.0% | 減碼 |
| Rothschild Investment Corp | 4,851 | $36.9 萬 | 0.03% | 00.0% | 不變 |
| Round Table Services, LLC | 4,879 | $37.1 萬 | 0.07% | +1,779+57.4% | 加碼 |
| Trilogy Capital Inc. | 4,889 | $37.2 萬 | 0.03% | −1,077−18.1% | 減碼 |
| Barings LLC | 4,928 | $37.4 萬 | 0.01% | −3,103−38.6% | 減碼 |
| Peoples Bank | 4,920 | $37.4 萬 | 0.23% | −80−1.6% | 減碼 |
| X-Square Capital, LLC | 4,935 | $37.5 萬 | 0.23% | −64−1.3% | 減碼 |
| Graypoint LLC | 4,928 | $37.5 萬 | 0.05% | +965+24.4% | 加碼 |
| Hudock, Inc. | 4,949 | $37.6 萬 | 0.13% | +35+0.7% | 加碼 |
| Laidlaw Wealth Management LLC | 4,946 | $37.6 萬 | 0.08% | +32+0.7% | 加碼 |
| Bahl & Gaynor Inc | 4,985 | $37.9 萬 | 0.00% | +398+8.7% | 加碼 |
| Vivaldi Capital Management, LLC | 4,979 | $37.9 萬 | 0.10% | +554+12.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,000 | $38.0 萬 | 0.04% | +5,000 | 新進 |
| Ern LLC | 5,000 | $38.0 萬 | 0.42% | +5,000 | 新進 |
| Exencial Wealth Advisors, LLC | 5,006 | $38.1 萬 | 0.02% | +231+4.8% | 加碼 |
| Altus Wealth Group LLC | 3,918 | $38.1 萬 | 0.38% | −40−1.0% | 減碼 |
| Cipher Capital LP | 5,037 | $38.3 萬 | 0.09% | +5,037 | 新進 |
| Fortem Financial Group, LLC | 5,061 | $38.5 萬 | 0.25% | −5,217−50.8% | 減碼 |
| IHT Wealth Management, LLC | 5,068 | $38.5 萬 | 0.03% | +316+6.6% | 加碼 |
| Financial Management Professionals, Inc. | 5,063 | $38.5 萬 | 0.09% | +551+12.2% | 加碼 |
| Stelac Advisory Services LLC | 5,064 | $38.5 萬 | 0.15% | +3,141+163.3% | 加碼 |