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 3 季 13F 持有人
Morgan Stanley 在 2022/9/30 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
- 1,586
- 較 2022 年第 2 季 +2 家
- 持有股數
- 14.3 億
- 較 2022 年第 2 季 −1,424 萬 (−1.0%)
- 總市值
- $1,127 億
- 較 2022 年第 2 季 +$31.2 億 (+2.8%)
- 新進機構
- 108
- 另有 637 家加碼
- 清倉機構
- 106
- 另有 609 家減碼
另有 23 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 2,147 | $17.0 萬 | 0.15% | +2,147 | 新進 |
| South Dakota Investment Council | 2,200 | $17.4 萬 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 2,225 | $17.6 萬 | 0.05% | +259+13.2% | 加碼 |
| Missouri Trust & Investment Co | 2,265 | $17.9 萬 | 0.12% | −375−14.2% | 減碼 |
| Harbour Investments, Inc. | 2,389 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2,297 | $18.2 萬 | 0.05% | −4−0.2% | 減碼 |
| Journey Advisory Group, LLC | 2,300 | $18.2 萬 | 0.05% | +2,300 | 新進 |
| Motco | 2,331 | $18.4 萬 | 0.01% | −544−18.9% | 減碼 |
| Icon Wealth Advisors, LLC | 2,329 | $18.4 萬 | 0.02% | +2,329 | 新進 |
| Operose Advisors LLC | 2,354 | $18.6 萬 | 0.12% | 00.0% | 不變 |
| First National Bank of South Miami | 2,358 | $18.6 萬 | 0.14% | +235+11.1% | 加碼 |
| Bangor Savings Bank | 2,487 | $19.6 萬 | 0.02% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 2,500 | $19.8 萬 | 0.11% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,540 | $20.1 萬 | 0.05% | +2,540 | 新進 |
| Kingfisher Capital LLC | 2,545 | $20.1 萬 | 0.06% | +2,545 | 新進 |
| Pflug Koory, LLC | 2,569 | $20.3 萬 | 0.12% | −991−27.8% | 減碼 |
| Summit Global Investments | 2,568 | $20.3 萬 | 0.02% | +2,568 | 新進 |
| Alpha Family Trust | 2,585 | $20.4 萬 | 0.15% | +2,585 | 新進 |
| Echo Street Capital Management LLC | 2,589 | $20.5 萬 | 0.00% | −539−17.2% | 減碼 |
| Aprio Wealth Management, LLC | 2,600 | $20.5 萬 | 0.08% | −490−15.9% | 減碼 |
| Wellington Shields Capital Management, LLC | 2,607 | $20.6 萬 | 0.05% | −750−22.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 2,605 | $20.7 萬 | 0.00% | +2,605 | 新進 |
| Covenant Asset Management, LLC | 2,622 | $20.7 萬 | 0.08% | +2,622 | 新進 |
| FinTrust Capital Advisors, LLC | 2,613 | $20.8 萬 | 0.05% | −84−3.1% | 減碼 |
| Chicago Trust Co NA | 2,651 | $20.9 萬 | 0.05% | −25−0.9% | 減碼 |
| Ropes Wealth Advisors LLC | 2,649 | $20.9 萬 | 0.04% | +2,649 | 新進 |
| Ascent Group, LLC | 2,559 | $21.0 萬 | 0.03% | −246−8.8% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 2,653 | $21.0 萬 | 0.12% | −72−2.6% | 減碼 |
| Univest Financial Corp | 2,663 | $21.0 萬 | 0.07% | 00.0% | 不變 |
| Asset Allocation & Management Company, LLC | 2,660 | $21.0 萬 | 0.09% | 00.0% | 不變 |
| Argent Advisors, Inc. | 2,680 | $21.2 萬 | 0.12% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,677 | $21.2 萬 | 0.20% | +2,660+15,647.1% | 加碼 |
| Sunflower Bank, N.A. | 2,697 | $21.3 萬 | 0.05% | −1,099−29.0% | 減碼 |
| 180 Wealth Advisors, LLC | 2,692 | $21.3 萬 | 0.06% | −222−7.6% | 減碼 |
| Navis Wealth Advisors, LLC | 2,700 | $21.3 萬 | 0.33% | 00.0% | 不變 |
| Zimmermann Investment Management & Planning LLC | 2,711 | $21.4 萬 | 0.13% | −4,659−63.2% | 減碼 |
| FSB Premier Wealth Management, Inc. | 2,713 | $21.4 萬 | 0.13% | +10.0% | 加碼 |
| Reik & Co., LLC | 2,703 | $21.4 萬 | 0.07% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 2,709 | $21.4 萬 | 0.02% | +163+6.4% | 加碼 |
| Cozad Asset Management Inc | 2,720 | $21.5 萬 | 0.03% | −490−15.3% | 減碼 |
| Broadleaf Partners, LLC | 2,719 | $21.5 萬 | 0.09% | 00.0% | 不變 |
| Doheny Asset Management | 2,726 | $21.5 萬 | 0.22% | +2,726 | 新進 |
| Planned Solutions, Inc. | 2,732 | $21.6 萬 | 0.18% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,660 | $21.7 萬 | 0.02% | −6,640−71.4% | 減碼 |
| Congress Park Capital LLC | 2,750 | $21.7 萬 | 0.14% | −50−1.8% | 減碼 |
| Novare Capital Management LLC | 2,760 | $21.8 萬 | 0.03% | −225−7.5% | 減碼 |
| Fiduciary Group LLC | 2,460 | $21.8 萬 | 0.03% | −4−0.2% | 減碼 |
| MBL Wealth, LLC | 2,762 | $21.8 萬 | 0.05% | +2,762 | 新進 |
| Jones Financial Companies LLLP | 2,776 | $21.9 萬 | 0.00% | −888−24.2% | 減碼 |
| Wrapmanager Inc | 2,770 | $21.9 萬 | 0.07% | −94−3.3% | 減碼 |
| E Fund Management Co., Ltd. | 2,769 | $21.9 萬 | 0.02% | −10−0.4% | 減碼 |
| Lion Street Advisors, LLC | 2,776 | $21.9 萬 | 0.11% | +2,776 | 新進 |
| Sargent Bickham Lagudis LLC | 2,786 | $22.0 萬 | 0.02% | −22−0.8% | 減碼 |
| First Affirmative Financial Network | 2,786 | $22.0 萬 | 0.28% | +2,786 | 新進 |
| Detalus Advisors, LLC | 2,800 | $22.1 萬 | 0.13% | −349−11.1% | 減碼 |
| Forte Capital LLC | 2,814 | $22.2 萬 | 0.04% | +2,814 | 新進 |
| Ssi Investment Management LLC | 2,849 | $22.3 萬 | 0.01% | +6+0.2% | 加碼 |
| Norway Savings Bank | 2,827 | $22.3 萬 | 0.12% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 2,820 | $22.3 萬 | 0.08% | +3+0.1% | 加碼 |
| Journey Strategic Wealth LLC | 2,837 | $22.5 萬 | 0.03% | +2,837 | 新進 |
| American State Bank (Iowa) | 2,860 | $22.6 萬 | 0.20% | +52+1.9% | 加碼 |
| Northwest Bancshares, Inc. | 2,859 | $22.6 萬 | 0.05% | +150+5.5% | 加碼 |
| Michael B. Yongue | 2,868 | $22.7 萬 | 0.22% | −1,020−26.2% | 減碼 |
| Manchester Capital Management LLC | 2,871 | $22.7 萬 | 0.04% | +364+14.5% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 2,878 | $22.7 萬 | 0.20% | +2,878 | 新進 |
| Keystone Financial Group | 2,886 | $22.8 萬 | 0.05% | +35+1.2% | 加碼 |
| GHP Investment Advisors, Inc. | 2,891 | $22.8 萬 | 0.02% | +87+3.1% | 加碼 |
| Leisure Capital Management | 2,904 | $22.9 萬 | 0.14% | +33+1.1% | 加碼 |
| Enterprise Financial Services Corp | 2,891 | $22.9 萬 | 0.17% | +246+9.3% | 加碼 |
| Kozak & Associates, Inc. | 2,993 | $23.0 萬 | 0.15% | +2+0.1% | 加碼 |
| Valmark Advisers, Inc. | 2,908 | $23.0 萬 | 0.00% | −6−0.2% | 減碼 |
| McLean Asset Management Corp | 2,919 | $23.0 萬 | 0.09% | +21+0.7% | 加碼 |
| Fort Sheridan Advisors LLC | 2,910 | $23.0 萬 | 0.08% | +52+1.8% | 加碼 |
| Wedge Capital Management L L P | 2,914 | $23.0 萬 | 0.00% | +234+8.7% | 加碼 |
| NBT Bank N A | 2,932 | $23.2 萬 | 0.04% | 00.0% | 不變 |
| Aspiriant, LLC | 2,946 | $23.2 萬 | 0.01% | +184+6.7% | 加碼 |
| Apriem Advisors | 2,936 | $23.2 萬 | 0.04% | +2,936 | 新進 |
| Stonnington Group, LLC | 3,000 | $23.3 萬 | 0.07% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,951 | $23.3 萬 | 0.01% | −20−0.7% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 2,970 | $23.4 萬 | 0.10% | −225−7.0% | 減碼 |
| Wimmer Associates 1, LLC | 2,843 | $23.4 萬 | 0.15% | −29−1.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,961 | $23.4 萬 | 0.07% | +540+22.3% | 加碼 |
| Nwam LLC | 2,965 | $23.4 萬 | 0.02% | +2,965 | 新進 |
| Buffington Mohr McNeal | 2,968 | $23.5 萬 | 0.06% | −925−23.8% | 減碼 |
| Harrington Investments, INC | 2,975 | $23.5 萬 | 0.18% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 2,988 | $23.6 萬 | 0.17% | +150+5.3% | 加碼 |
| Johnson Investment Counsel Inc | 3,004 | $23.7 萬 | 0.00% | −130−4.1% | 減碼 |
| Spirit of America Management Corp | 3,000 | $23.7 萬 | 0.06% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 3,000 | $23.7 萬 | 0.11% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 3,002 | $23.7 萬 | 0.14% | +75+2.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,017 | $23.8 萬 | 0.03% | −864−22.3% | 減碼 |
| IMPACTfolio, LLC | 3,017 | $23.8 萬 | 0.23% | −36−1.2% | 減碼 |
| O'Rourke & Company, Inc | 3,009 | $23.8 萬 | 0.21% | +12+0.4% | 加碼 |
| Crawford Investment Counsel Inc | 3,028 | $23.9 萬 | 0.01% | −1,316−30.3% | 減碼 |
| M&G Investment Management Ltd | 3,036 | $24.0 萬 | 0.00% | −452−13.0% | 減碼 |
| Choate Investment Advisors | 3,047 | $24.1 萬 | 0.02% | −500−14.1% | 減碼 |
| Vantage Consulting Group Inc | 3,054 | $24.1 萬 | 0.14% | −244−7.4% | 減碼 |
| Syntax Advisors, LLC | 3,054 | $24.1 萬 | 0.21% | −244−7.4% | 減碼 |
| Objective Capital Management, LLC | 3,055 | $24.1 萬 | 0.26% | +13+0.4% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,068 | $24.2 萬 | 0.08% | −583−16.0% | 減碼 |