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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 46,449 | $353.3 萬 | 0.37% | −1,748−3.6% | 減碼 |
| Jupiter Wealth Management LLC | 46,338 | $352.4 萬 | 3.21% | −3,016−6.1% | 減碼 |
| Comerica Securities,inc. | 45,958 | $349.6 萬 | 0.26% | +3,843+9.1% | 加碼 |
| Point72 Hong Kong Ltd | 45,922 | $349.3 萬 | 0.23% | +43,911+2,183.5% | 加碼 |
| Sigma Planning Corp | 45,790 | $348.3 萬 | 0.13% | −529−1.1% | 減碼 |
| Institutional & Family Asset Management, LLC | 45,641 | $347.1 萬 | 0.61% | +2,536+5.9% | 加碼 |
| Level Four Advisory Services, LLC | 45,507 | $346.1 萬 | 0.33% | +2,160+5.0% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $345.3 萬 | 0.05% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 45,377 | $345.1 萬 | 0.06% | −3,463−7.1% | 減碼 |
| KCS Wealth Advisory | 45,214 | $343.9 萬 | 1.53% | +1,286+2.9% | 加碼 |
| Los Angeles Capital Management LLC | 44,710 | $340.1 萬 | 0.02% | +7,230+19.3% | 加碼 |
| Stephens Inc | 44,664 | $339.7 萬 | 0.07% | +3,078+7.4% | 加碼 |
| LGT Group Foundation | 44,516 | $338.5 萬 | 0.10% | −7,965−15.2% | 減碼 |
| Roanoke Asset Management Corp | 44,448 | $338.1 萬 | 1.52% | +760+1.7% | 加碼 |
| Joel Isaacson & Co., LLC | 44,157 | $335.9 萬 | 0.28% | +32+0.1% | 加碼 |
| Huntington National Bank | 43,807 | $333.2 萬 | 0.04% | +110.0% | 加碼 |
| Phase 2 Partners, LLC | 43,364 | $329.8 萬 | 1.70% | +43,364 | 新進 |
| Mayflower Financial Advisors, LLC | 43,216 | $328.7 萬 | 0.50% | −1,985−4.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 42,565 | $323.8 萬 | 0.14% | −65,733−60.7% | 減碼 |
| Regent Investment Management LLC | 42,370 | $322.3 萬 | 0.90% | −500−1.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 42,323 | $321.9 萬 | 0.18% | +1,294+3.2% | 加碼 |
| Cypress Financial Planning LLC | 41,973 | $319.2 萬 | 2.19% | +41,973 | 新進 |
| Hancock Whitney Corp | 41,879 | $318.5 萬 | 0.13% | −612−1.4% | 減碼 |
| Patten & Patten Inc | 41,693 | $317.1 萬 | 0.28% | −1,014−2.4% | 減碼 |
| Private Wealth Partners, LLC | 41,550 | $316.0 萬 | 0.37% | −7,320−15.0% | 減碼 |
| Intact Investment Management Inc. | 41,500 | $315.9 萬 | 0.10% | −4,400−9.6% | 減碼 |
| Tradewinds, LLC. | 41,303 | $314.2 萬 | 2.14% | +41,303 | 新進 |
| Tocqueville Asset Management L.P. | 41,201 | $313.4 萬 | 0.06% | −50−0.1% | 減碼 |
| Avantax Advisory Services, Inc. | 41,173 | $313.2 萬 | 0.05% | +96+0.2% | 加碼 |
| Synovus Financial Corp | 40,574 | $308.9 萬 | 0.04% | +18,421+83.2% | 加碼 |
| Xcel Wealth Management, LLC | 40,133 | $305.3 萬 | 1.11% | +2,023+5.3% | 加碼 |
| Lee Capital Holdings LLC | 40,000 | $304.2 萬 | 2.47% | 00.0% | 不變 |
| Maltese Capital Management LLC | 40,000 | $304.2 萬 | 0.65% | 00.0% | 不變 |
| First Manhattan Co | 39,907 | $303.5 萬 | 0.01% | −82−0.2% | 減碼 |
| DCM Advisors, LLC | 39,554 | $300.8 萬 | 1.30% | −9,842−19.9% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 39,560 | $300.8 萬 | 2.50% | −2,200−5.3% | 減碼 |
| Mark Stevens | 39,003 | $296.6 萬 | 0.38% | −1,032−2.6% | 減碼 |
| Asio Capital, LLC | 38,964 | $296.4 萬 | 0.94% | +2,390+6.5% | 加碼 |
| Lincluden Management Ltd | 38,776 | $294.9 萬 | 0.32% | −1,139−2.9% | 減碼 |
| TBH Global Asset Management, LLC | 38,512 | $292.9 萬 | 0.69% | −164−0.4% | 減碼 |
| Caption Management, LLC | 38,500 | $292.8 萬 | 0.26% | +8,500+28.3% | 加碼 |
| Siemens Fonds Invest GmbH | 38,342 | $291.6 萬 | 0.31% | −541−1.4% | 減碼 |
| United Fire Group Inc | 38,000 | $289.0 萬 | 1.77% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 37,962 | $288.7 萬 | 0.08% | −5,676−13.0% | 減碼 |
| Parallel Advisors, LLC | 37,637 | $286.3 萬 | 0.13% | −3,430−8.4% | 減碼 |
| Cresset Asset Management, LLC | 39,721 | $284.3 萬 | 0.03% | +3,756+10.4% | 加碼 |
| Agf Investments Inc. | 37,343 | $284.0 萬 | 0.03% | −395,632−91.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 37,125 | $282.4 萬 | 0.03% | −9,908−21.1% | 減碼 |
| Moody National Bank Trust Division | 37,050 | $281.8 萬 | 0.30% | −11,752−24.1% | 減碼 |
| LGT Fund Management Co Ltd. | 37,000 | $281.4 萬 | 0.41% | −10,000−21.3% | 減碼 |
| Pathstone Family Office, LLC | 36,784 | $279.7 萬 | 0.06% | −114−0.3% | 減碼 |
| Everence Capital Management Inc | 36,741 | $279.5 萬 | 0.25% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 36,732 | $279.4 萬 | 0.22% | +16,224+79.1% | 加碼 |
| Sculati Wealth Management, LLC | 36,626 | $278.6 萬 | 1.59% | +155+0.4% | 加碼 |
| Geneos Wealth Management Inc. | 36,100 | $277.0 萬 | 0.14% | +2,256+6.7% | 加碼 |
| Assenagon Asset Management S.A. | 36,347 | $276.5 萬 | 0.01% | −1,870−4.9% | 減碼 |
| Adell Harriman & Carpenter Inc | 35,993 | $273.8 萬 | 0.34% | +14,480+67.3% | 加碼 |
| K.J. Harrison & Partners Inc | 35,735 | $272.1 萬 | 0.73% | −2,120−5.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 35,376 | $269.1 萬 | 0.24% | −16,124−31.3% | 減碼 |
| Greenleaf Trust | 35,151 | $267.4 萬 | 0.04% | +1,530+4.6% | 加碼 |
| HB Wealth Management, LLC | 35,108 | $267.0 萬 | 0.05% | +9,099+35.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 35,027 | $266.4 萬 | 0.20% | +367+1.1% | 加碼 |
| Federated Hermes, Inc. | 34,830 | $264.9 萬 | 0.01% | −957−2.7% | 減碼 |
| KCM Investment Advisors LLC | 34,662 | $263.6 萬 | 0.12% | −1,213−3.4% | 減碼 |
| Affinity Investment Advisors, LLC | 34,516 | $262.5 萬 | 1.28% | +773+2.3% | 加碼 |
| Wetherby Asset Management Inc | 34,311 | $261.0 萬 | 0.18% | +1,671+5.1% | 加碼 |
| Integrated Advisors Network LLC | 34,093 | $259.3 萬 | 0.17% | +900+2.7% | 加碼 |
| Foster & Motley Inc | 34,043 | $258.9 萬 | 0.23% | −1,302−3.7% | 減碼 |
| Mizuho Markets Cayman LP | 34,008 | $258.7 萬 | 0.44% | −22,662−40.0% | 減碼 |
| Hunter Associates Investment Management LLC | 33,817 | $257.1 萬 | 0.63% | −5,647−14.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 33,788 | $257.0 萬 | 0.04% | +9,263+37.8% | 加碼 |
| Belpointe Asset Management LLC | 33,421 | $254.1 萬 | 0.17% | −1,434−4.1% | 減碼 |
| Alerus Financial NA | 33,401 | $254.0 萬 | 0.23% | +51+0.2% | 加碼 |
| Stock Yards Bank & Trust Co | 33,063 | $251.4 萬 | 0.10% | +27,173+461.3% | 加碼 |
| Lincoln National Corp | 33,287 | $250.6 萬 | 0.06% | +5,162+18.4% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 32,908 | $250.3 萬 | 2.09% | −300−0.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 32,884 | $250.1 萬 | 0.11% | −402−1.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 32,878 | $250.1 萬 | 0.04% | +5,254+19.0% | 加碼 |
| Raymond James Trust N.A. | 32,719 | $248.9 萬 | 0.09% | −3,372−9.3% | 減碼 |
| Bernzott Capital Advisors | 32,595 | $247.9 萬 | 0.27% | +32,595 | 新進 |
| Symmetry Partners, LLC | 32,559 | $247.6 萬 | 0.17% | −733−2.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 32,507 | $247.3 萬 | 0.05% | −18,121−35.8% | 減碼 |
| Capital International Inc | 32,328 | $245.9 萬 | 0.03% | −295−0.9% | 減碼 |
| Community Trust & Investment Co | 32,246 | $245.3 萬 | 0.23% | +1,283+4.1% | 加碼 |
| Coastline Trust Co | 31,546 | $240.0 萬 | 0.36% | +11,791+59.7% | 加碼 |
| Independent Advisor Alliance | 31,506 | $239.6 萬 | 0.13% | −631−2.0% | 減碼 |
| Northeast Investment Management | 31,400 | $238.8 萬 | 0.15% | +44+0.1% | 加碼 |
| Vestcor Inc | 31,092 | $236.5 萬 | 0.09% | +9,803+46.0% | 加碼 |
| LMCG Investments, LLC | 31,062 | $236.3 萬 | 0.16% | +31,062 | 新進 |
| Meritage Portfolio Management | 30,879 | $234.9 萬 | 0.18% | +441+1.4% | 加碼 |
| Lipe & Dalton | 30,828 | $234.5 萬 | 1.37% | +20.0% | 加碼 |
| Van Eck Associates Corp | 30,646 | $233.1 萬 | 0.01% | +822+2.8% | 加碼 |
| Ninety One SA (PTY) Ltd | 30,847 | $232.3 萬 | 0.82% | −217,885−87.6% | 減碼 |
| Lido Advisors, LLC | 30,441 | $231.5 萬 | 0.05% | −6,051−16.6% | 減碼 |
| City Holding Co | 30,303 | $230.4 萬 | 0.43% | +5,483+22.1% | 加碼 |
| Gifford Fong Associates | 30,000 | $228.2 萬 | 0.53% | 00.0% | 不變 |
| Spectrum Management Group, LLC | 29,783 | $226.5 萬 | 0.53% | −31,258−51.2% | 減碼 |
| National Asset Management, Inc. | 29,725 | $226.1 萬 | 0.10% | +4,933+19.9% | 加碼 |
| Carret Asset Management, LLC | 29,423 | $223.8 萬 | 0.31% | +645+2.2% | 加碼 |
| AlphaCrest Capital Management LLC | 29,384 | $223.5 萬 | 0.11% | −121,921−80.6% | 減碼 |