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 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 | 2,746 | $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 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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 6,903 | $52.5 萬 | 0.02% | −614−8.2% | 減碼 |
| IFG Advisors, LLC | 6,932 | $52.7 萬 | 0.27% | 00.0% | 不變 |
| Rosenblum Silverman Sutton S F Inc | 6,959 | $52.9 萬 | 0.17% | +30+0.4% | 加碼 |
| Hyman Charles D | 6,975 | $53.1 萬 | 0.04% | 00.0% | 不變 |
| Lokken Investment Group LLC | 6,978 | $53.1 萬 | 0.43% | +327+4.9% | 加碼 |
| Lakeview Capital Partners, LLC | 7,009 | $53.3 萬 | 0.31% | +741+11.8% | 加碼 |
| Cornerstone Wealth Management, LLC | 7,004 | $53.3 萬 | 0.06% | +2,983+74.2% | 加碼 |
| HM Payson & Co | 7,037 | $53.5 萬 | 0.01% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 7,036 | $53.5 萬 | 0.05% | +79+1.1% | 加碼 |
| Mutual Advisors, LLC | 7,058 | $53.7 萬 | 0.04% | +286+4.2% | 加碼 |
| Mechanics Financial Corp | 7,086 | $53.9 萬 | 0.32% | +440+6.6% | 加碼 |
| TriaGen Wealth Management LLC | 7,126 | $54.2 萬 | 0.39% | 00.0% | 不變 |
| Salzhauer Michael | 7,140 | $54.3 萬 | 0.34% | −7,700−51.9% | 減碼 |
| Schechter Investment Advisors, LLC | 7,154 | $54.4 萬 | 0.05% | −156−2.1% | 減碼 |
| Orca Investment Management, LLC | 7,160 | $54.5 萬 | 0.50% | 00.0% | 不變 |
| West Oak Capital, LLC | 7,174 | $54.6 萬 | 0.29% | −51−0.7% | 減碼 |
| Hilltop Holdings Inc. | 7,207 | $54.8 萬 | 0.07% | −55−0.8% | 減碼 |
| Perpetual Investment Management Ltd | 7,200 | $54.8 萬 | 0.08% | +1,900+35.8% | 加碼 |
| Welch & Forbes LLC | 7,259 | $55.2 萬 | 0.01% | −130−1.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 7,272 | $55.3 萬 | 0.03% | +1,773+32.2% | 加碼 |
| AMG National Trust Bank | 6,592 | $55.6 萬 | 0.02% | −5,279−44.5% | 減碼 |
| Prio Wealth Limited Partnership | 7,329 | $55.7 萬 | 0.02% | −722−9.0% | 減碼 |
| Resource Consulting Group Inc | 7,356 | $55.9 萬 | 0.24% | 00.0% | 不變 |
| Quilter Plc | 7,380 | $56.1 萬 | 0.02% | 00.0% | 不變 |
| Zimmermann Investment Management & Planning LLC | 7,370 | $56.1 萬 | 0.38% | +603+8.9% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 7,400 | $56.3 萬 | 0.33% | +1,450+24.4% | 加碼 |
| Colony Group LLC | 7,471 | $56.8 萬 | 0.01% | −2,424−24.5% | 減碼 |
| Shufro Rose & Co LLC | 7,495 | $57.0 萬 | 0.05% | 00.0% | 不變 |
| Mastrapasqua Asset Management Inc | 7,500 | $57.0 萬 | 0.08% | +1,000+15.4% | 加碼 |
| Visionary Wealth Advisors | 7,509 | $57.1 萬 | 0.05% | +108+1.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 7,537 | $57.3 萬 | 0.01% | −2,727−26.6% | 減碼 |
| Private Portfolio Partners LLC | 7,548 | $57.4 萬 | 0.16% | +861+12.9% | 加碼 |
| Aspire Private Capital, LLC | 7,591 | $57.7 萬 | 0.21% | −106−1.4% | 減碼 |
| Canton Hathaway, LLC | 7,627 | $58.0 萬 | 0.20% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 7,650 | $58.2 萬 | 0.08% | +274+3.7% | 加碼 |
| Marino, Stram & Associates LLC | 7,670 | $58.3 萬 | 0.20% | +262+3.5% | 加碼 |
| Quent Capital, LLC | 7,718 | $58.7 萬 | 0.13% | +323+4.4% | 加碼 |
| Qtron Investments LLC | 7,746 | $58.9 萬 | 0.13% | −1,482−16.1% | 減碼 |
| ICA Group Wealth Management, LLC | 6,548 | $58.9 萬 | 0.11% | +6+0.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,769 | $59.1 萬 | 0.45% | −369−4.5% | 減碼 |
| Meridian Investment Counsel Inc. | 7,796 | $59.3 萬 | 0.24% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 7,835 | $59.6 萬 | 0.00% | −181,731−95.9% | 減碼 |
| Renaissance Investment Group LLC | 7,890 | $60.0 萬 | 0.20% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 7,907 | $60.1 萬 | 0.04% | −1,121−12.4% | 減碼 |
| TRUE Private Wealth Advisors | 7,902 | $60.1 萬 | 0.09% | −35−0.4% | 減碼 |
| Strategic Blueprint, LLC | 7,929 | $60.3 萬 | 0.08% | −157−1.9% | 減碼 |
| Maltin Wealth Management, Inc. | 7,968 | $60.6 萬 | 0.44% | −2,137−21.1% | 減碼 |
| Financial Advisory Service, Inc. | 7,962 | $60.6 萬 | 0.06% | +7,962 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,020 | $60.9 萬 | 0.43% | −9−0.1% | 減碼 |
| Cim Investment Mangement Inc | 8,037 | $61.1 萬 | 0.25% | −42−0.5% | 減碼 |
| Csenge Advisory Group | 8,065 | $61.3 萬 | 0.05% | −6,405−44.3% | 減碼 |
| Bridgefront Capital, LLC | 8,080 | $61.5 萬 | 0.68% | −390−4.6% | 減碼 |
| Heritage Wealth Advisors | 8,089 | $61.5 萬 | 0.04% | +4,476+123.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 8,146 | $62.0 萬 | 0.05% | +8,146 | 新進 |
| Mirova | 8,187 | $62.2 萬 | 0.09% | +8,187 | 新進 |
| Fort Point Capital Partners LLC | 8,196 | $62.3 萬 | 0.11% | 00.0% | 不變 |
| Robotti Robert | 8,215 | $62.4 萬 | 0.15% | +1,000+13.9% | 加碼 |
| Independent Investors Inc | 8,216 | $62.5 萬 | 0.17% | 00.0% | 不變 |
| Seeyond | 8,257 | $62.8 萬 | 0.07% | −2,226−21.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 8,252 | $62.8 萬 | 0.03% | +348+4.4% | 加碼 |
| Waldron Private Wealth LLC | 8,271 | $62.9 萬 | 0.04% | +488+6.3% | 加碼 |
| Baker Avenue Asset Management, LP | 8,279 | $63.0 萬 | 0.04% | +829+11.1% | 加碼 |
| Cetera Advisors LLC | 8,326 | $63.3 萬 | 0.01% | −5,344−39.1% | 減碼 |
| Advisors Capital Management, LLC | 8,316 | $63.3 萬 | 0.02% | −575−6.5% | 減碼 |
| Verdence Capital Advisors LLC | 8,351 | $63.5 萬 | 0.08% | +544+7.0% | 加碼 |
| Bull Street Advisors, LLC | 8,379 | $63.7 萬 | 0.34% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 8,414 | $64.0 萬 | 0.02% | +874+11.6% | 加碼 |
| TD Private Client Wealth LLC | 8,416 | $64.0 萬 | 0.03% | −8,940−51.5% | 減碼 |
| Corsair Capital Management, L.P. | 8,448 | $64.3 萬 | 0.23% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 8,472 | $64.4 萬 | 0.04% | −3,251−27.7% | 減碼 |
| Asset Management Corp | 8,535 | $64.9 萬 | 0.49% | −982−10.3% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $65.0 萬 | 1.12% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 8,595 | $65.4 萬 | 0.03% | −1,083−11.2% | 減碼 |
| Legacy Bridge, LLC | 8,594 | $65.4 萬 | 0.48% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 8,619 | $65.6 萬 | 0.22% | +59+0.7% | 加碼 |
| Essex Financial Services, Inc. | 8,691 | $66.1 萬 | 0.07% | −20,217−69.9% | 減碼 |
| IFP Advisors, Inc | 12,056 | $66.1 萬 | 0.02% | −7,802−39.3% | 減碼 |
| Proficio Capital Partners LLC | 8,757 | $66.6 萬 | 0.12% | +22+0.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $67.1 萬 | 0.09% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 8,995 | $68.4 萬 | 0.02% | +2,777+44.7% | 加碼 |
| Wedbush Securities Inc | 9,012 | $68.5 萬 | 0.04% | −5,479−37.8% | 減碼 |
| E&G Advisors, LP | 9,000 | $68.5 萬 | 0.23% | +800+9.8% | 加碼 |
| StoneX Group Inc. | 9,043 | $68.8 萬 | 0.08% | −1,483−14.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 9,046 | $68.8 萬 | 0.28% | +65+0.7% | 加碼 |
| Gofen & Glossberg LLC | 9,049 | $68.8 萬 | 0.02% | +1,274+16.4% | 加碼 |
| Parsons Capital Management Inc | 9,081 | $69.1 萬 | 0.06% | −4,465−33.0% | 減碼 |
| Cambridge Trust Co | 9,092 | $69.2 萬 | 0.03% | +50+0.6% | 加碼 |
| Pennsylvania Capital Management Inc | 9,103 | $69.2 萬 | 0.37% | +1,213+15.4% | 加碼 |
| Perigon Wealth Management, LLC | 9,097 | $69.2 萬 | 0.06% | +1,892+26.3% | 加碼 |
| Trust Co of Vermont | 9,141 | $69.5 萬 | 0.05% | −219−2.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 9,169 | $69.7 萬 | 0.01% | 00.0% | 不變 |
| McMillion Capital Management Inc | 9,201 | $70.0 萬 | 0.58% | −2,750−23.0% | 減碼 |
| W Advisors, LLC | 9,200 | $70.0 萬 | 0.61% | +17+0.2% | 加碼 |
| Empowered Funds, LLC | 9,219 | $70.1 萬 | 0.09% | +798+9.5% | 加碼 |
| Henshaw Capital LLC | 9,224 | $70.2 萬 | 0.05% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 9,267 | $70.5 萬 | 0.27% | +1,130+13.9% | 加碼 |
| Johnson Financial Group, Inc. | 9,300 | $70.7 萬 | 0.05% | −32−0.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 9,314 | $70.8 萬 | 0.04% | +2,847+44.0% | 加碼 |
| Equitable Holdings, Inc. | 9,402 | $71.5 萬 | 0.01% | −483−4.9% | 減碼 |
| Hills Bank & Trust Co | 9,413 | $71.6 萬 | 0.12% | −830−8.1% | 減碼 |