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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 9,447 | $71.9 萬 | 0.03% | −1,252−11.7% | 減碼 |
| Washington Trust Co | 9,483 | $72.1 萬 | 0.03% | 00.0% | 不變 |
| Sentry Investment Management LLC | 9,588 | $72.9 萬 | 0.33% | −1,867−16.3% | 減碼 |
| Gryphon Financial Partners LLC | 9,593 | $73.0 萬 | 0.18% | −222−2.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 9,608 | $73.1 萬 | 0.06% | −5,129−34.8% | 減碼 |
| Private Trust Co NA | 9,661 | $73.5 萬 | 0.11% | +77+0.8% | 加碼 |
| Circle Wealth Management, LLC | 9,717 | $73.9 萬 | 0.12% | −24−0.2% | 減碼 |
| Magnus Financial Group LLC | 9,768 | $74.3 萬 | 0.14% | +972+11.1% | 加碼 |
| Venturi Wealth Management, LLC | 9,829 | $74.8 萬 | 0.07% | +88+0.9% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,954 | $75.7 萬 | 0.29% | −200−2.0% | 減碼 |
| Trexquant Investment LP | 9,969 | $75.8 萬 | 0.03% | −58,311−85.4% | 減碼 |
| Warther Private Wealth, LLC | 9,891 | $75.9 萬 | 0.56% | +851+9.4% | 加碼 |
| Brookstone Capital Management | 9,904 | $76.0 萬 | 0.02% | −1,451−12.8% | 減碼 |
| Zeke Capital Advisors, LLC | 9,992 | $76.0 萬 | 0.05% | −80−0.8% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $76.1 萬 | 0.02% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 10,000 | $76.1 萬 | 0.19% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 10,030 | $76.3 萬 | 0.02% | −2,365−19.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 10,047 | $76.4 萬 | 0.28% | +18+0.2% | 加碼 |
| Sawtooth Solutions, LLC | 10,039 | $76.4 萬 | 0.10% | +2,367+30.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 10,077 | $76.6 萬 | 0.52% | −306−2.9% | 減碼 |
| Caerus Investment Advisors, LLC | 10,079 | $76.7 萬 | 0.93% | 00.0% | 不變 |
| Good Life Advisors, LLC | 10,091 | $76.7 萬 | 0.11% | +1,851+22.5% | 加碼 |
| Berkeley Capital Partners, LLC | 10,101 | $76.8 萬 | 0.32% | +2,238+28.5% | 加碼 |
| Allworth Financial LP | 10,112 | $76.9 萬 | 0.01% | −76−0.7% | 減碼 |
| Central Bank & Trust Co | 10,173 | $77.4 萬 | 0.16% | −54,627−84.3% | 減碼 |
| New England Research & Management, Inc. | 10,242 | $77.9 萬 | 0.45% | −14,751−59.0% | 減碼 |
| Parcion Private Wealth LLC | 9,538 | $78.5 萬 | 0.08% | +136+1.4% | 加碼 |
| Voya Financial Advisors, Inc. | 10,041 | $78.5 萬 | 0.10% | +2,732+37.4% | 加碼 |
| Brighton Jones LLC | 10,422 | $79.3 萬 | 0.05% | −108−1.0% | 減碼 |
| Red Cedar Investment Management, LLC | 10,480 | $79.7 萬 | 0.13% | −4,636−30.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,500 | $79.9 萬 | 0.00% | +10,500 | 新進 |
| Levin Capital Strategies, L.P. | 10,500 | $79.9 萬 | 0.10% | +10,500 | 新進 |
| Pekin Hardy Strauss, Inc. | 10,542 | $80.2 萬 | 0.13% | −428−3.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 10,602 | $80.6 萬 | 0.01% | −1,599−13.1% | 減碼 |
| TrimTabs Asset Management, LLC | 10,656 | $81.0 萬 | 0.50% | −4,652−30.4% | 減碼 |
| Vanguard Capital Wealth Advisors | 10,673 | $81.1 萬 | 0.92% | −802−7.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 10,661 | $81.1 萬 | 0.06% | +146+1.4% | 加碼 |
| Dakota Wealth Management | 10,713 | $81.5 萬 | 0.08% | −9,654−47.4% | 減碼 |
| Capitolis Advisors LLC | 10,753 | $81.8 萬 | 0.04% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 10,785 | $82.0 萬 | 1.12% | 00.0% | 不變 |
| SRN Advisors, LLC | 10,785 | $82.0 萬 | 0.57% | −1,812−14.4% | 減碼 |
| Eudaimonia Partners, LLC | 10,794 | $82.1 萬 | 0.15% | +1,811+20.2% | 加碼 |
| Muhlenkamp & Co Inc | 10,805 | $82.2 萬 | 0.38% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 10,861 | $82.6 萬 | 0.50% | +33+0.3% | 加碼 |
| Calamos Wealth Management LLC | 10,863 | $82.6 萬 | 0.07% | +81+0.8% | 加碼 |
| Pallas Capital Advisors LLC | 10,044 | $82.8 萬 | 0.11% | −734−6.8% | 減碼 |
| Precision Wealth Strategies, LLC | 11,065 | $83.0 萬 | 0.65% | +982+9.7% | 加碼 |
| Wealthspire Advisors, LLC | 10,941 | $83.2 萬 | 0.02% | +3,418+45.4% | 加碼 |
| B. Riley Wealth Management, Inc. | 10,960 | $83.4 萬 | 0.08% | +4,295+64.4% | 加碼 |
| Old National Bancorp | 10,999 | $83.6 萬 | 0.03% | +10,999 | 新進 |
| P.A.W. Capital Corp | 11,000 | $83.7 萬 | 1.22% | +1,000+10.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 11,065 | $84.1 萬 | 0.41% | +4,528+69.3% | 加碼 |
| WCG Wealth Advisors LLC | 11,100 | $84.4 萬 | 0.12% | +11,100 | 新進 |
| Change Path, LLC | 11,105 | $84.5 萬 | 0.05% | +5,780+108.5% | 加碼 |
| NCM Capital Management, LLC | 11,195 | $85.1 萬 | 0.60% | 00.0% | 不變 |
| Vise Technologies, Inc. | 11,202 | $85.2 萬 | 0.33% | +4,678+71.7% | 加碼 |
| Lansing Street Advisors | 11,210 | $85.3 萬 | 0.66% | +97+0.9% | 加碼 |
| Chesapeake Wealth Management | 11,225 | $85.3 萬 | 0.36% | +2,684+31.4% | 加碼 |
| Donald L. Hagan, LLC | 11,246 | $85.5 萬 | 0.54% | +5,166+85.0% | 加碼 |
| Stableford Capital II LLC | 9,928 | $85.5 萬 | 0.40% | +9,928 | 新進 |
| DRW Securities, LLC | 11,257 | $85.6 萬 | 0.22% | +11,257 | 新進 |
| GFG Capital, LLC | 11,272 | $85.7 萬 | 0.26% | +14+0.1% | 加碼 |
| Bard Financial Services, Inc. | 11,370 | $86.4 萬 | 0.08% | +2,375+26.4% | 加碼 |
| Icon Advisers Inc | 11,400 | $86.7 萬 | 0.20% | −2,100−15.6% | 減碼 |
| Ar Asset Management Inc | 11,400 | $86.7 萬 | 0.25% | 00.0% | 不變 |
| Congress Wealth Management LLC | 11,407 | $86.7 萬 | 0.02% | +11,407 | 新進 |
| Intersect Capital LLC | 11,449 | $87.1 萬 | 0.26% | −375−3.2% | 減碼 |
| Cape Ann Savings Bank | 11,523 | $87.6 萬 | 0.67% | +185+1.6% | 加碼 |
| Pacific Global Investment Management CO | 11,527 | $87.7 萬 | 0.21% | −243−2.1% | 減碼 |
| Trust Co of Toledo NA | 11,570 | $88.0 萬 | 0.15% | −192−1.6% | 減碼 |
| Lake Street Financial LLC | 11,582 | $88.1 萬 | 0.19% | +1,321+12.9% | 加碼 |
| Foundations Investment Advisors, LLC | 11,734 | $88.5 萬 | 0.04% | +8,228+234.7% | 加碼 |
| Childress Capital Advisors, LLC | 11,695 | $89.0 萬 | 0.35% | −65−0.6% | 減碼 |
| Quadrant Capital Group LLC | 11,715 | $89.1 萬 | 0.12% | +366+3.2% | 加碼 |
| Harbor Investment Advisory, LLC | 11,775 | $89.6 萬 | 0.14% | −371−3.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 11,803 | $89.8 萬 | 0.10% | +121+1.0% | 加碼 |
| Horizon Investments, LLC | 12,076 | $91.0 萬 | 0.03% | −106−0.9% | 減碼 |
| Parkside Investments, LLC | 12,000 | $91.2 萬 | 0.19% | −2,400−16.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 12,013 | $91.4 萬 | 0.12% | −1,222−9.2% | 減碼 |
| Delta Asset Management LLC | 12,016 | $91.4 萬 | 0.10% | −500−4.0% | 減碼 |
| Davenport & Co LLC | 12,040 | $91.6 萬 | 0.01% | −3,855−24.3% | 減碼 |
| Salem Investment Counselors Inc | 12,116 | $92.2 萬 | 0.04% | +395+3.4% | 加碼 |
| Triangle Securities Wealth Management | 12,175 | $92.6 萬 | 0.36% | +250+2.1% | 加碼 |
| Whittier Trust Co | 12,174 | $92.6 萬 | 0.02% | +684+6.0% | 加碼 |
| Wintrust Investments LLC | 12,205 | $92.8 萬 | 0.11% | +1,636+15.5% | 加碼 |
| First Horizon Advisors, Inc. | 12,215 | $92.8 萬 | 0.03% | +4,974+68.7% | 加碼 |
| Viewpoint Capital Management LLC | 12,285 | $93.4 萬 | 0.88% | −164−1.3% | 減碼 |
| Legacy Wealth Asset Management, LLC | 12,389 | $94.2 萬 | 0.38% | +85+0.7% | 加碼 |
| HBK Investments L P | 12,403 | $94.3 萬 | 0.03% | +12,403 | 新進 |
| Natixis Investment Managers International | 12,497 | $95.0 萬 | 0.02% | +8,050+181.0% | 加碼 |
| Principle Wealth Partners LLC | 12,588 | $95.7 萬 | 0.12% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $95.8 萬 | 0.38% | 00.0% | 不變 |
| Atlas Private Wealth Management | 12,639 | $96.1 萬 | 0.66% | −1,308−9.4% | 減碼 |
| TLWM | 12,628 | $96.1 萬 | 0.37% | −262−2.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 12,624 | $96.1 萬 | 0.10% | −190−1.5% | 減碼 |
| Long Run Wealth Advisors, LLC | 12,699 | $96.6 萬 | 0.37% | +250+2.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 12,772 | $97.1 萬 | 0.01% | −245−1.9% | 減碼 |
| Berkshire Asset Management LLC | 12,786 | $97.3 萬 | 0.06% | −30−0.2% | 減碼 |
| First National Trust Co | 12,807 | $97.4 萬 | 0.05% | −115−0.9% | 減碼 |
| CenterStar Asset Management, LLC | – | $98.1 萬 | 1.07% | – | – |