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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 19,614 | $149.2 萬 | 0.02% | +3,585+22.4% | 加碼 |
| Castleark Management LLC | 19,600 | $149.1 萬 | 0.08% | −19,600−50.0% | 減碼 |
| Leavell Investment Management, Inc. | 19,517 | $148.4 萬 | 0.11% | +1,696+9.5% | 加碼 |
| Bowling Portfolio Management LLC | 19,435 | $147.8 萬 | 0.37% | +8,176+72.6% | 加碼 |
| Hightower 6M Holding, LLC | 19,405 | $147.6 萬 | 0.12% | −290−1.5% | 減碼 |
| Modera Wealth Management, LLC | 19,347 | $147.2 萬 | 0.07% | +70.0% | 加碼 |
| Pitcairn Co | 19,230 | $146.3 萬 | 0.15% | −1,155−5.7% | 減碼 |
| Abbot Financial Management, Inc. | 19,020 | $144.7 萬 | 0.87% | −100−0.5% | 減碼 |
| Forum Financial Management, LP | 18,938 | $144.0 萬 | 0.07% | +2,098+12.5% | 加碼 |
| Insight Inv LLC | 18,760 | $142.7 萬 | 1.44% | +740+4.1% | 加碼 |
| CAPROCK Group, Inc. | 18,714 | $142.3 萬 | 0.14% | −2,401−11.4% | 減碼 |
| Baader Bank INC | 18,600 | $141.5 萬 | 0.14% | +3,600+24.0% | 加碼 |
| Balasa Dinverno & Foltz LLC | 18,494 | $140.7 萬 | 0.09% | −658−3.4% | 減碼 |
| King Luther Capital Management Corp | 16,716 | $140.0 萬 | 0.01% | +5,580+50.1% | 加碼 |
| Veriti Management LLC | 18,091 | $137.6 萬 | 0.19% | −11,238−38.3% | 減碼 |
| Institute for Wealth Management, LLC. | 18,078 | $137.5 萬 | 0.27% | −139−0.8% | 減碼 |
| Acropolis Investment Management, LLC | 17,946 | $136.5 萬 | 0.13% | −59−0.3% | 減碼 |
| Western Wealth Management, LLC | 17,760 | $135.7 萬 | 0.08% | −207−1.2% | 減碼 |
| Altman Advisors, Inc. | 16,246 | $135.7 萬 | 0.77% | +16,246 | 新進 |
| Tokio Marine Asset Management Co Ltd | 17,784 | $135.3 萬 | 0.12% | +2,855+19.1% | 加碼 |
| Hoey Investments, Inc | 17,763 | $135.1 萬 | 0.61% | +607+3.5% | 加碼 |
| Essex Investment Management Co LLC | 17,749 | $135.0 萬 | 0.22% | −3,052−14.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 17,744 | $135.0 萬 | 0.72% | 00.0% | 不變 |
| Decatur Capital Management, Inc. | 17,743 | $135.0 萬 | 1.00% | +25+0.1% | 加碼 |
| McDonald Partners LLC | 17,734 | $134.9 萬 | 0.34% | −178−1.0% | 減碼 |
| AIA Group Ltd | 17,600 | $133.9 萬 | 0.07% | +8,177+86.8% | 加碼 |
| Sowell Financial Services LLC | 17,551 | $133.5 萬 | 0.12% | +6,529+59.2% | 加碼 |
| United Capital Financial Advisers, LLC | 17,538 | $133.4 萬 | 0.01% | +625+3.7% | 加碼 |
| Brown Brothers Harriman & Co | 17,527 | $133.3 萬 | 0.01% | +457+2.7% | 加碼 |
| MAI Capital Management | 17,517 | $133.2 萬 | 0.03% | −615−3.4% | 減碼 |
| Gries Financial LLC | 17,465 | $132.8 萬 | 0.63% | +5,993+52.2% | 加碼 |
| Trust Investment Advisors | 17,443 | $132.7 萬 | 1.27% | −106−0.6% | 減碼 |
| Keebeck Alpha, LP | 17,358 | $132.0 萬 | 0.59% | +723+4.3% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $131.8 萬 | 0.07% | 00.0% | 不變 |
| Lloyd Park, LLC | 17,200 | $130.8 萬 | 1.37% | +17,200 | 新進 |
| NVWM, LLC | 17,141 | $130.4 萬 | 0.51% | −13,730−44.5% | 減碼 |
| Cigna Investments Inc | 16,897 | $128.5 萬 | 0.26% | −7,167−29.8% | 減碼 |
| Strategic Advisors LLC | 16,710 | $127.1 萬 | 0.27% | +60.0% | 加碼 |
| Bryn Mawr Trust Co | 16,683 | $126.9 萬 | 0.06% | −670−3.9% | 減碼 |
| Allen Investment Management LLC | 16,657 | $126.7 萬 | 0.02% | +1,573+10.4% | 加碼 |
| Altium Wealth Management LLC | 16,640 | $126.6 萬 | 0.09% | +1,289+8.4% | 加碼 |
| Intrust Bank NA | 16,615 | $126.4 萬 | 0.18% | +951+6.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 16,563 | $126.0 萬 | 0.03% | −510−3.0% | 減碼 |
| Meridian Wealth Management, LLC | 16,479 | $125.3 萬 | 0.10% | +966+6.2% | 加碼 |
| Nomura Holdings Inc | 16,762 | $122.1 萬 | 0.01% | −39,255−70.1% | 減碼 |
| Diversified Trust Co | 16,031 | $121.9 萬 | 0.05% | +2,022+14.4% | 加碼 |
| Am Investment Strategies LLC | 15,966 | $121.4 萬 | 0.42% | +789+5.2% | 加碼 |
| 1st Source Bank | 15,899 | $121.0 萬 | 0.09% | +1,705+12.0% | 加碼 |
| White Pine Capital LLC | 15,865 | $120.7 萬 | 0.47% | −1,425−8.2% | 減碼 |
| Bradley Foster & Sargent Inc | 15,634 | $118.9 萬 | 0.03% | +219+1.4% | 加碼 |
| Duff & Phelps Investment Management Co | 15,611 | $118.7 萬 | 0.01% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 15,456 | $117.6 萬 | 0.38% | −36−0.2% | 減碼 |
| ARGI Investment Services, LLC | 15,416 | $117.3 萬 | 0.04% | +1,658+12.1% | 加碼 |
| Vident Investment Advisory, LLC | 15,376 | $117.1 萬 | 0.04% | −394−2.5% | 減碼 |
| Kinneret Advisory, LLC | 15,340 | $116.7 萬 | 0.15% | +325+2.2% | 加碼 |
| Mystic Asset Management, Inc. | 15,330 | $116.5 萬 | 0.71% | +295+2.0% | 加碼 |
| South State Corp. | 15,303 | $116.4 萬 | 0.11% | −1,117−6.8% | 減碼 |
| Diligent Investors, LLC | 15,274 | $116.2 萬 | 0.40% | +20.0% | 加碼 |
| Conning Inc. | 15,192 | $115.6 萬 | 0.03% | −80−0.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 15,168 | $115.4 萬 | 0.30% | −1,435−8.6% | 減碼 |
| Spire Wealth Management | 15,117 | $115.0 萬 | 0.05% | −7,425−32.9% | 減碼 |
| Profund Advisors LLC | 15,123 | $115.0 萬 | 0.07% | −4,668−23.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 25,810 | $114.8 萬 | 0.03% | −3,946−13.3% | 減碼 |
| Financial Counselors Inc | 15,085 | $114.7 萬 | 0.03% | +4,509+42.6% | 加碼 |
| Somerset Trust Co | 14,814 | $112.7 萬 | 0.49% | +493+3.4% | 加碼 |
| Trust Asset Management LLC | 14,803 | $112.6 萬 | 0.16% | +532+3.7% | 加碼 |
| Apollon Wealth Management, LLC | 14,808 | $112.6 萬 | 0.09% | +663+4.7% | 加碼 |
| Marvin & Palmer Associates Inc | 14,777 | $112.4 萬 | 0.58% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 14,700 | $111.8 萬 | 0.52% | 00.0% | 不變 |
| JB Capital LLC | 14,640 | $111.4 萬 | 0.12% | +735+5.3% | 加碼 |
| SevenBridge Financial Group, LLC | 14,639 | $111.3 萬 | 0.45% | −164−1.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 14,528 | $110.5 萬 | 0.04% | −256−1.7% | 減碼 |
| Community Bank, N.A. | 14,456 | $110.0 萬 | 0.16% | +3,825+36.0% | 加碼 |
| Zullo Investment Group, Inc. | 14,366 | $109.3 萬 | 0.68% | −531−3.6% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 14,341 | $109.1 萬 | 0.37% | −1,990−12.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 14,322 | $108.9 萬 | 0.14% | +760+5.6% | 加碼 |
| Strategic Investment Advisors | 14,270 | $108.5 萬 | 0.22% | +1,501+11.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 14,213 | $108.1 萬 | 0.47% | +468+3.4% | 加碼 |
| CoreCap Advisors, LLC | 14,163 | $107.7 萬 | 0.08% | +3,822+37.0% | 加碼 |
| Fund Management at Engine No. 1 LLC | 14,132 | $107.5 萬 | 0.28% | +2,130+17.7% | 加碼 |
| Waterfront Wealth Inc. | 14,077 | $107.1 萬 | 0.43% | +3,908+38.4% | 加碼 |
| Washburn Capital Management, Inc. | 13,925 | $105.9 萬 | 0.91% | +1,110+8.7% | 加碼 |
| S&CO Inc | 13,917 | $105.8 萬 | 0.09% | +20.0% | 加碼 |
| Eidelman Virant Capital | 13,400 | $105.7 萬 | 0.76% | +13,400 | 新進 |
| Citizens Financial Group Inc | 13,613 | $103.5 萬 | 0.04% | −691−4.8% | 減碼 |
| Mather Group, LLC. | 13,596 | $103.5 萬 | 0.02% | −182−1.3% | 減碼 |
| Lake Street Advisors Group, LLC | 13,546 | $103.0 萬 | 0.07% | +202+1.5% | 加碼 |
| Howland Capital Management LLC | 13,527 | $102.9 萬 | 0.06% | +469+3.6% | 加碼 |
| Excalibur Management Corp | 13,512 | $102.8 萬 | 0.53% | −30−0.2% | 減碼 |
| Amica Retiree Medical Trust | 13,517 | $102.8 萬 | 1.17% | 00.0% | 不變 |
| Systematic Financial Management LP | 13,500 | $102.7 萬 | 0.04% | 00.0% | 不變 |
| Investors Research Corp | 13,416 | $102.0 萬 | 0.31% | 00.0% | 不變 |
| Wealth Effects LLC | 13,317 | $101.3 萬 | 0.61% | +190+1.4% | 加碼 |
| Boston Partners | 13,297 | $101.1 萬 | 0.00% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 13,293 | $101.1 萬 | 0.54% | +54+0.4% | 加碼 |
| Ballentine Partners, LLC | 13,284 | $101.1 萬 | 0.04% | +566+4.5% | 加碼 |
| Abbrea Capital, LLC | 13,235 | $100.7 萬 | 0.17% | −215−1.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 13,221 | $100.5 萬 | 0.28% | +1,407+11.9% | 加碼 |
| Quantinno Capital Management LP | 13,179 | $100.2 萬 | 0.14% | +9,302+239.9% | 加碼 |
| Lavaca Capital LLC | 13,083 | $99.6 萬 | 0.50% | −679−4.9% | 減碼 |