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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 29,288 | $222.8 萬 | 0.28% | +1,530+5.5% | 加碼 |
| Occidental Asset Management, LLC | 29,163 | $221.8 萬 | 0.66% | +91+0.3% | 加碼 |
| Redpoint Investment Management Pty Ltd | 28,969 | $220.3 萬 | 0.26% | −3,789−11.6% | 減碼 |
| Palisade Asset Management, LLC | 28,932 | $220.1 萬 | 0.28% | −24−0.1% | 減碼 |
| Altrafin AG | 28,827 | $219.3 萬 | 1.18% | +13,044+82.6% | 加碼 |
| IPG Investment Advisors LLC | 28,775 | $218.9 萬 | 0.55% | +5,000+21.0% | 加碼 |
| Venture Visionary Partners LLC | 28,597 | $217.5 萬 | 0.17% | +422+1.5% | 加碼 |
| Desjardins Global Asset Management Inc. | 28,517 | $216.8 萬 | 0.28% | −21,579−43.1% | 減碼 |
| Granger Management LLC | 28,492 | $216.7 萬 | 0.73% | +14,605+105.2% | 加碼 |
| Park Avenue Securities LLC | 28,270 | $215.0 萬 | 0.04% | +124+0.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,204 | $214.5 萬 | 0.03% | −111−0.4% | 減碼 |
| Phoenix Holdings Ltd. | 27,606 | $211.4 萬 | 0.04% | +11,396+70.3% | 加碼 |
| Union Heritage Capital, LLC | 27,747 | $211.0 萬 | 1.36% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 31,864 | $210.2 萬 | 0.15% | +2,238+7.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 27,412 | $208.5 萬 | 0.12% | −2,636−8.8% | 減碼 |
| Freedom Day Solutions, LLC | 27,155 | $206.5 萬 | 1.04% | −321−1.2% | 減碼 |
| Dimension Capital Management LLC | 27,117 | $206.2 萬 | 0.46% | −40−0.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 27,007 | $205.9 萬 | 0.04% | −8,734−24.4% | 減碼 |
| Ritholtz Wealth Management | 26,859 | $204.3 萬 | 0.13% | +955+3.7% | 加碼 |
| InterOcean Capital Group, LLC | 26,666 | $202.8 萬 | 0.08% | +11,979+81.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 26,460 | $201.3 萬 | 0.23% | −227−0.9% | 減碼 |
| Heron Financial Group, LLC | 26,448 | $201.2 萬 | 1.22% | +410+1.6% | 加碼 |
| Linscomb & Williams, Inc. | 26,369 | $200.6 萬 | 0.12% | +9,592+57.2% | 加碼 |
| Culbertson A N & Co Inc | 26,305 | $200.0 萬 | 0.43% | −500−1.9% | 減碼 |
| Brasada Capital Management, LP | 26,111 | $198.6 萬 | 0.45% | +7,945+43.7% | 加碼 |
| Great Diamond Partners, LLC | 25,922 | $197.1 萬 | 0.66% | −811−3.0% | 減碼 |
| Caldwell Trust Co | 25,841 | $196.5 萬 | 0.27% | +94+0.4% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 25,767 | $196.0 萬 | 0.66% | +5,445+26.8% | 加碼 |
| Axxcess Wealth Management, LLC | 25,660 | $195.2 萬 | 0.19% | +812+3.3% | 加碼 |
| TCG Advisory Services, LLC | 25,634 | $195.0 萬 | 0.61% | +4,861+23.4% | 加碼 |
| Pacer Advisors, Inc. | 25,568 | $194.5 萬 | 0.01% | −73,284−74.1% | 減碼 |
| HCR Wealth Advisors | 25,541 | $194.3 萬 | 0.39% | −1,007−3.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 25,370 | $193.0 萬 | 0.11% | +1,380+5.8% | 加碼 |
| Sumitomo Life Insurance Co | 25,304 | $192.5 萬 | 0.05% | +464+1.9% | 加碼 |
| Stolper Co | 25,227 | $191.9 萬 | 0.90% | +1,387+5.8% | 加碼 |
| Signaturefd, LLC | 24,904 | $189.4 萬 | 0.06% | +1,149+4.8% | 加碼 |
| HAP Trading, LLC | 24,812 | $188.7 萬 | 0.24% | +24,812 | 新進 |
| Texas Yale Capital Corp. | 24,655 | $187.5 萬 | 0.12% | +350+1.4% | 加碼 |
| Greenwich Wealth Management LLC | 24,635 | $187.4 萬 | 0.25% | −488−1.9% | 減碼 |
| Virtu Financial LLC | 24,634 | $187.4 萬 | 0.16% | +24,634 | 新進 |
| Clear Street Markets LLC | 24,625 | $187.3 萬 | 0.63% | +1,845+8.1% | 加碼 |
| L2 Asset Management, LLC | 24,615 | $187.2 萬 | 1.36% | +19,775+408.6% | 加碼 |
| Koshinski Asset Management, Inc. | 24,341 | $185.1 萬 | 0.18% | −90−0.4% | 減碼 |
| Hudson Canyon Capital Management | 24,289 | $184.7 萬 | 1.78% | +239+1.0% | 加碼 |
| Cerity Partners LLC | 24,112 | $183.4 萬 | 0.02% | +6,007+33.2% | 加碼 |
| Equitable Trust Co | 24,064 | $183.0 萬 | 0.14% | −4,464−15.6% | 減碼 |
| FORA Capital, LLC | 23,809 | $181.1 萬 | 0.36% | +23,809 | 新進 |
| Centaurus Financial, Inc. | 23,772 | $180.8 萬 | 0.18% | −63−0.3% | 減碼 |
| Arcus Capital Partners, LLC | 23,691 | $180.2 萬 | 0.79% | 00.0% | 不變 |
| Meeder Asset Management Inc | 23,580 | $179.4 萬 | 0.10% | +3,232+15.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 23,564 | $179.2 萬 | 0.33% | −2,245−8.7% | 減碼 |
| Advisory Services Network, LLC | 23,553 | $179.1 萬 | 0.06% | −1,521−6.1% | 減碼 |
| AdvisorNet Financial, Inc | 23,501 | $178.8 萬 | 0.18% | +10,271+77.6% | 加碼 |
| Integrated Wealth Concepts LLC | 23,223 | $176.6 萬 | 0.05% | −1,621−6.5% | 減碼 |
| Jackson Wealth Management, LLC | 23,170 | $176.2 萬 | 0.82% | −31,593−57.7% | 減碼 |
| TCTC Holdings, LLC | 23,090 | $175.6 萬 | 0.08% | 00.0% | 不變 |
| Regions Financial Corp | 23,060 | $175.4 萬 | 0.02% | −820−3.4% | 減碼 |
| Snowden Capital Advisors LLC | 23,065 | $175.4 萬 | 0.08% | −424−1.8% | 減碼 |
| Morse Asset Management, Inc | 22,963 | $174.7 萬 | 0.56% | −9,990−30.3% | 減碼 |
| Bank of New Hampshire | 22,735 | $172.9 萬 | 0.50% | −1,578−6.5% | 減碼 |
| Griffin Asset Management, Inc. | 22,503 | $171.2 萬 | 0.27% | −212−0.9% | 減碼 |
| HighPoint Advisor Group LLC | 22,573 | $170.3 萬 | 0.19% | +22,573 | 新進 |
| Checchi Capital Advisers, LLC | 20,187 | $170.2 萬 | 0.17% | +5,678+39.1% | 加碼 |
| Caas Capital Management LP | 22,157 | $168.5 萬 | 0.23% | +22,157 | 新進 |
| Ascent Wealth Partners, LLC | 21,991 | $168.0 萬 | 0.38% | +3,290+17.6% | 加碼 |
| Cacti Asset Management LLC | 22,000 | $167.3 萬 | 0.16% | 00.0% | 不變 |
| Goodwin Daniel L | 22,000 | $167.3 萬 | 0.92% | 00.0% | 不變 |
| Arrow Financial Corp | 21,970 | $167.1 萬 | 0.23% | −1,275−5.5% | 減碼 |
| Courier Capital LLC | 21,916 | $166.7 萬 | 0.20% | +476+2.2% | 加碼 |
| Northeast Financial Consultants Inc | 21,874 | $166.4 萬 | 0.12% | +383+1.8% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $165.8 萬 | 0.08% | −9,600−30.6% | 減碼 |
| Savant Capital, LLC | 21,723 | $165.2 萬 | 0.05% | −253−1.2% | 減碼 |
| Alaethes Wealth LLC | 21,583 | $164.2 萬 | 1.22% | +1,480+7.4% | 加碼 |
| Capital International Ltd | 21,510 | $163.6 萬 | 0.12% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 21,433 | $163.0 萬 | 0.56% | −622−2.8% | 減碼 |
| Argus Investors' Counsel, Inc. | 21,420 | $162.9 萬 | 1.20% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 21,255 | $161.7 萬 | 0.05% | +1,415+7.1% | 加碼 |
| Capital Investment Counsel, Inc | 21,220 | $161.4 萬 | 0.40% | +20.0% | 加碼 |
| Deltec Asset Management LLC | 21,000 | $159.7 萬 | 0.37% | −15,300−42.1% | 減碼 |
| Opus Investment Management Inc | 21,000 | $159.7 萬 | 0.35% | +6,000+40.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 20,955 | $159.4 萬 | 0.35% | +276+1.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,821 | $158.4 萬 | 0.04% | +708+3.5% | 加碼 |
| Westwood Holdings Group Inc. | 20,811 | $158.3 萬 | 0.02% | +193+0.9% | 加碼 |
| Charles Carroll Financial Partners, LLC | 20,778 | $158.0 萬 | 2.06% | −1,500−6.7% | 減碼 |
| Chemung Canal Trust Co | 20,731 | $157.7 萬 | 0.36% | −656−3.1% | 減碼 |
| Convergence Investment Partners, LLC | 20,657 | $157.1 萬 | 0.95% | +40.0% | 加碼 |
| Merit Financial Group, LLC | 20,438 | $155.5 萬 | 0.05% | +17,759+662.9% | 加碼 |
| Metis Global Partners, LLC | 20,430 | $155.4 萬 | 0.25% | −1,674−7.6% | 減碼 |
| Cumberland Partners Ltd | 20,338 | $154.8 萬 | 0.15% | −27,902−57.8% | 減碼 |
| Prudent Man Advisors, LLC | 20,323 | $154.6 萬 | 0.72% | −105−0.5% | 減碼 |
| We Are One Seven, LLC | 20,317 | $154.5 萬 | 0.21% | −1,932−8.7% | 減碼 |
| YorkBridge Wealth Partners, LLC | 20,250 | $154.0 萬 | 0.40% | −444−2.1% | 減碼 |
| Longfellow Investment Management Co LLC | 20,186 | $153.6 萬 | 0.33% | +5,064+33.5% | 加碼 |
| Lazard Asset Management LLC | 20,180 | $153.4 萬 | 0.00% | +1,148+6.0% | 加碼 |
| UBP Investment Advisors SA | 20,150 | $153.0 萬 | 0.61% | 00.0% | 不變 |
| Clarkston Capital Partners, LLC | 20,052 | $152.5 萬 | 0.03% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 20,011 | $152.2 萬 | 0.16% | +5,581+38.7% | 加碼 |
| Cunning Capital Partners, LP | 19,870 | $151.1 萬 | 1.17% | +19,870 | 新進 |
| Toroso Investments, LLC | 19,732 | $150.1 萬 | 0.05% | −1,403−6.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 19,646 | $149.4 萬 | 0.03% | −242−1.2% | 減碼 |