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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,071 | $38.6 萬 | 0.02% | +267+5.6% | 加碼 |
| Skba Capital Management LLC | 5,100 | $38.8 萬 | 0.08% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 5,125 | $39.0 萬 | 0.04% | +2,024+65.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,148 | $39.2 萬 | 0.06% | +33+0.6% | 加碼 |
| Private Capital Group, LLC | 5,159 | $39.2 萬 | 0.30% | +46+0.9% | 加碼 |
| Jackson Square Capital, LLC | 5,167 | $39.3 萬 | 0.17% | 00.0% | 不變 |
| Hamilton Capital, LLC | 5,174 | $39.4 萬 | 0.02% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 5,194 | $39.5 萬 | 0.02% | +2,485+91.7% | 加碼 |
| Jupiter Asset Management Ltd | 5,200 | $39.6 萬 | 0.01% | −148,000−96.6% | 減碼 |
| KG&L Capital Management,LLC | 5,236 | $39.8 萬 | 0.21% | +2,079+65.9% | 加碼 |
| Tower Bridge Advisors | 5,242 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 5,241 | $39.9 萬 | 0.05% | −15−0.3% | 減碼 |
| Strategic Financial Services, Inc, | 5,255 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 5,270 | $40.1 萬 | 0.02% | +635+13.7% | 加碼 |
| Parkside Financial Bank & Trust | 5,286 | $40.2 萬 | 0.12% | −85−1.6% | 減碼 |
| North Star Investment Management Corp. | 5,299 | $40.3 萬 | 0.04% | +128+2.5% | 加碼 |
| Maven Securities LTD | 5,329 | $40.5 萬 | 0.07% | −7,191−57.4% | 減碼 |
| V Wealth Advisors LLC | 5,324 | $40.5 萬 | 0.08% | +389+7.9% | 加碼 |
| Deseret Mutual Benefit Administrators | 5,349 | $40.7 萬 | 0.09% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 5,381 | $40.9 萬 | 0.02% | −1,225−18.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 5,380 | $40.9 萬 | 0.03% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,388 | $41.0 萬 | 0.02% | −235−4.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,433 | $41.3 萬 | 0.09% | −410−7.0% | 減碼 |
| BKD Wealth Advisors, LLC | 5,431 | $41.3 萬 | 0.02% | +5,431 | 新進 |
| Laurel Wealth Advisors, Inc. | 5,477 | $41.6 萬 | 0.04% | −139−2.5% | 減碼 |
| M Holdings Securities, Inc. | 5,483 | $41.7 萬 | 0.04% | +381+7.5% | 加碼 |
| Claro Advisors LLC | 5,494 | $41.8 萬 | 0.17% | +3,251+144.9% | 加碼 |
| Transatlantique Private Wealth LLC | 5,496 | $41.8 萬 | 0.29% | +5,496 | 新進 |
| Regal Investment Advisors LLC | 5,553 | $42.2 萬 | 0.04% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 5,550 | $42.2 萬 | 0.08% | 00.0% | 不變 |
| Sippican Capital Advisors | 5,578 | $42.4 萬 | 0.42% | −400−6.7% | 減碼 |
| 55I, LLC | 5,573 | $42.4 萬 | 0.01% | +5,573 | 新進 |
| Financial Advisors, LLC | 5,590 | $42.5 萬 | 0.15% | 00.0% | 不變 |
| First Interstate Bank | 5,615 | $42.7 萬 | 0.03% | +5,615 | 新進 |
| Cape Cod Five Cents Savings Bank | 5,625 | $42.8 萬 | 0.05% | −10−0.2% | 減碼 |
| Camden Capital, LLC | 5,671 | $43.1 萬 | 0.11% | −449−7.3% | 減碼 |
| M&R Capital Management Inc | 5,684 | $43.2 萬 | 0.11% | −224−3.8% | 減碼 |
| Rossmore Private Capital | 5,693 | $43.3 萬 | 0.07% | +300+5.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,723 | $43.5 萬 | 0.02% | +3+0.1% | 加碼 |
| Kistler-Tiffany Companies, LLC | 5,716 | $43.5 萬 | 0.09% | +208+3.8% | 加碼 |
| RFG Advisory, LLC | 5,049 | $43.5 萬 | 0.03% | +1,372+37.3% | 加碼 |
| Cooper Financial Group | 5,715 | $43.5 萬 | 0.16% | +2,777+94.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 5,739 | $43.7 萬 | 0.00% | −3,500−37.9% | 減碼 |
| Morris Retirement Advisors, LLC | 5,747 | $43.7 萬 | 0.38% | −157−2.7% | 減碼 |
| Insight 2811, Inc. | 5,763 | $43.8 萬 | 0.29% | +216+3.9% | 加碼 |
| Personal Capital Advisors Corp | 5,795 | $44.1 萬 | 0.00% | −156−2.6% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,790 | $44.1 萬 | 0.05% | +104+1.8% | 加碼 |
| Thomas White International Ltd | 5,820 | $44.3 萬 | 0.09% | 00.0% | 不變 |
| Bank of Hawaii | 5,827 | $44.3 萬 | 0.03% | +130+2.3% | 加碼 |
| Curi Capital | 5,841 | $44.4 萬 | 0.09% | +121+2.1% | 加碼 |
| Smithfield Trust Co | 5,843 | $44.6 萬 | 0.03% | −3,353−36.5% | 減碼 |
| Glen Eagle Advisors, LLC | 5,882 | $44.7 萬 | 0.12% | −769−11.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,903 | $44.9 萬 | 0.01% | +205+3.6% | 加碼 |
| Bartlett & Co. LLC | 5,903 | $44.9 萬 | 0.01% | +205+3.6% | 加碼 |
| Wedmont Private Capital | 5,925 | $45.1 萬 | 0.10% | +866+17.1% | 加碼 |
| Adirondack Trust Co | 5,937 | $45.2 萬 | 0.24% | +165+2.9% | 加碼 |
| AXS Investments LLC | 5,940 | $45.2 萬 | 0.16% | +1,522+34.4% | 加碼 |
| Curbstone Financial Management Corp | 5,962 | $45.3 萬 | 0.11% | 00.0% | 不變 |
| Pacitti Group Inc. | 5,969 | $45.4 萬 | 0.35% | +39+0.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 6,002 | $45.7 萬 | 0.03% | −5,339−47.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,011 | $45.7 萬 | 0.02% | +207+3.6% | 加碼 |
| Berger Financial Group, Inc | 6,011 | $45.7 萬 | 0.07% | +422+7.6% | 加碼 |
| Summit Trail Advisors, LLC | 6,048 | $46.0 萬 | 0.03% | +221+3.8% | 加碼 |
| CPWM, LLC | 6,121 | $46.6 萬 | 0.04% | +1,802+41.7% | 加碼 |
| Carlson Capital Management | 6,123 | $46.6 萬 | 0.04% | +1,949+46.7% | 加碼 |
| BSW Wealth Partners | 6,152 | $46.8 萬 | 0.11% | +269+4.6% | 加碼 |
| Bell Bank | 6,154 | $46.8 萬 | 0.06% | +630+11.4% | 加碼 |
| RMR Wealth Builders | 6,160 | $46.9 萬 | 0.12% | −2,595−29.6% | 減碼 |
| Concord Wealth Partners | 6,165 | $46.9 萬 | 0.13% | −66−1.1% | 減碼 |
| Miracle Mile Advisors, LLC | 6,160 | $46.9 萬 | 0.02% | +428+7.5% | 加碼 |
| Gsa Capital Partners LLP | 6,184 | $47.0 萬 | 0.07% | −3,523−36.3% | 減碼 |
| Pendal Group Limited | 6,188 | $47.1 萬 | 0.00% | −5,722−48.0% | 減碼 |
| NorthRock Partners, LLC | 6,225 | $47.3 萬 | 0.05% | −152−2.4% | 減碼 |
| US Asset Management LLC | 6,231 | $47.4 萬 | 0.52% | 00.0% | 不變 |
| Chicago Wealth Management, Inc. | 6,243 | $47.5 萬 | 0.42% | 00.0% | 不變 |
| Berkshire Bank | 6,259 | $47.6 萬 | 0.14% | +394+6.7% | 加碼 |
| J. W. Coons Advisors, LLC | 6,311 | $48.0 萬 | 0.17% | −600−8.7% | 減碼 |
| Sendero Wealth Management, LLC | 6,317 | $48.0 萬 | 0.46% | +2,674+73.4% | 加碼 |
| American Portfolios Advisors | 6,321 | $48.1 萬 | 0.02% | −149−2.3% | 減碼 |
| Wharton Business Group, LLC | 6,329 | $48.1 萬 | 0.03% | 00.0% | 不變 |
| DT Investment Partners, LLC | 6,331 | $48.2 萬 | 0.07% | +255+4.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 5,712 | $48.2 萬 | 0.19% | −24−0.4% | 減碼 |
| Rehmann Capital Advisory Group | 6,350 | $48.3 萬 | 0.05% | −368−5.5% | 減碼 |
| Kingsview Wealth Management, LLC | 6,372 | $48.5 萬 | 0.02% | −2,293−26.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,430 | $48.9 萬 | 0.05% | −272−4.1% | 減碼 |
| Sunbelt Securities, Inc. | 6,458 | $49.1 萬 | 0.10% | +1,754+37.3% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $49.2 萬 | 0.05% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 6,509 | $49.5 萬 | 0.01% | +5+0.1% | 加碼 |
| Community Bank of Raymore | 6,540 | $49.7 萬 | 0.15% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 6,530 | $49.7 萬 | 0.12% | +113+1.8% | 加碼 |
| Brown Capital Management LLC | 6,547 | $49.8 萬 | 0.01% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 6,542 | $49.8 萬 | 0.11% | +13+0.2% | 加碼 |
| Harbor Advisors LLC | 6,608 | $50.3 萬 | 0.12% | 00.0% | 不變 |
| IFG Advisory, LLC | 6,663 | $50.6 萬 | 0.06% | −14,285−68.2% | 減碼 |
| Stonegate Investment Group, LLC | 6,670 | $50.7 萬 | 0.02% | +690+11.5% | 加碼 |
| GraniteShares Advisors LLC | 6,703 | $50.9 萬 | 0.37% | −1,155−14.7% | 減碼 |
| Strategy Asset Managers LLC | 6,691 | $50.9 萬 | 0.16% | −814−10.8% | 減碼 |
| Quantamental Technologies LLC | 6,790 | $51.6 萬 | 0.24% | −574−7.8% | 減碼 |
| Somerville Kurt F | 6,840 | $52.0 萬 | 0.10% | −247−3.5% | 減碼 |
| Virginia National Bank | 6,850 | $52.1 萬 | 0.82% | −600−8.1% | 減碼 |