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 |
|---|---|---|---|---|---|
| Pennsylvania Capital Management Inc | 9,859 | $77.9 萬 | 0.43% | +756+8.3% | 加碼 |
| Wealthspire Advisors, LLC | 9,875 | $78.0 萬 | 0.02% | −1,066−9.7% | 減碼 |
| Resources Investment Advisors, LLC. | 9,898 | $78.2 萬 | 0.03% | +451+4.8% | 加碼 |
| New England Research & Management, Inc. | 9,942 | $78.6 萬 | 0.50% | −300−2.9% | 減碼 |
| Private Trust Co NA | 9,955 | $78.7 萬 | 0.13% | +294+3.0% | 加碼 |
| Diversified Trust Co | 9,974 | $78.8 萬 | 0.04% | −6,057−37.8% | 減碼 |
| Caption Management, LLC | 10,000 | $79.0 萬 | 0.14% | −28,500−74.0% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $79.0 萬 | 0.02% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 10,000 | $79.0 萬 | 0.21% | 00.0% | 不變 |
| Zeke Capital Advisors, LLC | 9,992 | $79.0 萬 | 0.06% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 10,065 | $79.5 萬 | 0.09% | +2,103+26.4% | 加碼 |
| Davenport & Co LLC | 10,069 | $79.6 萬 | 0.01% | −1,971−16.4% | 減碼 |
| Caerus Investment Advisors, LLC | 10,079 | $79.6 萬 | 1.00% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 10,108 | $79.9 萬 | 0.07% | −755−7.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 10,123 | $79.9 萬 | 0.58% | +46+0.5% | 加碼 |
| Voya Financial Advisors, Inc. | 10,046 | $80.2 萬 | 0.10% | +50.0% | 加碼 |
| Washington Trust Co | 10,183 | $80.4 萬 | 0.04% | +700+7.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 10,184 | $80.5 萬 | 0.03% | +1,932+23.4% | 加碼 |
| Precision Wealth Strategies, LLC | 10,175 | $80.8 萬 | 0.71% | −890−8.0% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 10,251 | $81.0 萬 | 0.29% | +204+2.0% | 加碼 |
| Gotham Asset Management, LLC | 10,278 | $81.2 萬 | 0.02% | +248+2.5% | 加碼 |
| Venturi Wealth Management, LLC | 10,445 | $82.5 萬 | 0.08% | +616+6.3% | 加碼 |
| Red Cedar Investment Management, LLC | 10,480 | $82.8 萬 | 0.14% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 10,075 | $84.2 萬 | 0.09% | +31+0.3% | 加碼 |
| Wedbush Securities Inc | 10,679 | $84.4 萬 | 0.05% | +1,667+18.5% | 加碼 |
| Mather Group, LLC. | 10,703 | $84.5 萬 | 0.02% | −2,893−21.3% | 減碼 |
| Diametric Capital, LP | 10,761 | $85.0 萬 | 0.43% | +10,761 | 新進 |
| Roberts Capital Advisors, LLC | 10,785 | $85.2 萬 | 1.23% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 10,822 | $85.5 萬 | 1.04% | +149+1.4% | 加碼 |
| McDonald Partners LLC | 10,867 | $85.9 萬 | 0.33% | −6,867−38.7% | 減碼 |
| Atlas Private Wealth Advisors | 10,886 | $86.0 萬 | 0.52% | +25+0.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,908 | $86.2 萬 | 0.12% | −1,105−9.2% | 減碼 |
| P.A.W. Capital Corp | 11,000 | $86.9 萬 | 1.30% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 11,041 | $87.2 萬 | 0.34% | −654−5.6% | 減碼 |
| Old National Bancorp | 11,040 | $87.2 萬 | 0.03% | +41+0.4% | 加碼 |
| First Horizon Advisors, Inc. | 11,103 | $87.6 萬 | 0.04% | −1,112−9.1% | 減碼 |
| NCM Capital Management, LLC | 11,195 | $88.5 萬 | 0.67% | 00.0% | 不變 |
| Maven Securities LTD | 11,225 | $88.7 萬 | 0.04% | +5,896+110.6% | 加碼 |
| IFP Advisors, Inc | 16,422 | $88.8 萬 | 0.03% | +4,366+36.2% | 加碼 |
| GFG Capital, LLC | 11,272 | $89.1 萬 | 0.29% | 00.0% | 不變 |
| Brighton Jones LLC | 11,294 | $89.2 萬 | 0.05% | +872+8.4% | 加碼 |
| Helios Capital Management Pte. Ltd | 11,300 | $89.3 萬 | 1.71% | +11,300 | 新進 |
| Lansing Street Advisors | 11,310 | $89.4 萬 | 0.69% | +100+0.9% | 加碼 |
| Berkeley Capital Partners, LLC | 11,312 | $89.4 萬 | 0.39% | +1,211+12.0% | 加碼 |
| Ar Asset Management Inc | 11,400 | $90.1 萬 | 0.27% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 11,444 | $90.4 萬 | 0.08% | +783+7.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 11,493 | $90.8 萬 | 0.05% | −1,486−11.4% | 減碼 |
| Allworth Financial LP | 11,498 | $90.8 萬 | 0.01% | +1,386+13.7% | 加碼 |
| Quent Capital, LLC | 11,497 | $90.8 萬 | 0.19% | +3,779+49.0% | 加碼 |
| AMG National Trust Bank | 11,495 | $90.8 萬 | 0.03% | +4,903+74.4% | 加碼 |
| Vident Investment Advisory, LLC | 16,272 | $90.9 萬 | 0.03% | +896+5.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 11,542 | $91.2 萬 | 0.15% | +1,000+9.5% | 加碼 |
| Cape Ann Savings Bank | 11,596 | $91.6 萬 | 0.73% | +73+0.6% | 加碼 |
| Pacific Global Investment Management CO | 11,611 | $91.7 萬 | 0.22% | +84+0.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,626 | $91.9 萬 | 0.01% | −1,146−9.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 11,747 | $92.8 萬 | 0.11% | −56−0.5% | 減碼 |
| Donald L. Hagan, LLC | 11,760 | $92.9 萬 | 0.66% | +514+4.6% | 加碼 |
| Berkshire Asset Management LLC | 11,803 | $93.3 萬 | 0.07% | −983−7.7% | 減碼 |
| Perigon Wealth Management, LLC | 11,841 | $93.6 萬 | 0.08% | +2,744+30.2% | 加碼 |
| Virtu Financial LLC | 11,871 | $93.8 萬 | 0.09% | −12,763−51.8% | 減碼 |
| Sawtooth Solutions, LLC | 11,868 | $93.8 萬 | 0.14% | +1,829+18.2% | 加碼 |
| Buckley Wealth Management, LLC | 11,904 | $94.1 萬 | 0.35% | −3,552−23.0% | 減碼 |
| Amica Retiree Medical Trust | 11,963 | $94.5 萬 | 1.18% | −1,554−11.5% | 減碼 |
| WCG Wealth Advisors LLC | 11,100 | $94.7 萬 | 0.13% | 00.0% | 不變 |
| Delta Asset Management LLC | 12,016 | $94.9 萬 | 0.11% | 00.0% | 不變 |
| Good Life Advisors, LLC | 12,006 | $94.9 萬 | 0.14% | +1,915+19.0% | 加碼 |
| Triangle Securities Wealth Management | 12,050 | $95.2 萬 | 0.39% | −125−1.0% | 減碼 |
| Empowered Funds, LLC | 12,064 | $95.4 萬 | 0.09% | +2,845+30.9% | 加碼 |
| Dakota Wealth Management | 12,140 | $95.9 萬 | 0.08% | +1,427+13.3% | 加碼 |
| Kesler, Norman & Wride, LLC | 12,216 | $96.5 萬 | 0.27% | −768−5.9% | 減碼 |
| Aigen Investment Management, LP | 12,299 | $97.2 萬 | 0.14% | +12,299 | 新進 |
| Viewpoint Capital Management LLC | 12,335 | $97.5 萬 | 0.96% | +50+0.4% | 加碼 |
| Salem Investment Counselors Inc | 12,476 | $98.6 萬 | 0.04% | +360+3.0% | 加碼 |
| Bard Financial Services, Inc. | 12,495 | $98.7 萬 | 0.09% | +1,125+9.9% | 加碼 |
| Fulton Bank, N.A. | 12,562 | $99.3 萬 | 0.06% | −327−2.5% | 減碼 |
| Principle Wealth Partners LLC | 12,588 | $99.5 萬 | 0.13% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $99.6 萬 | 0.43% | 00.0% | 不變 |
| Golden Green, Inc. | 12,637 | $99.8 萬 | 1.08% | −420−3.2% | 減碼 |
| Affinity Investment Advisors, LLC | 12,653 | $100.0 萬 | 0.52% | −21,863−63.3% | 減碼 |
| Northwest & Ethical Investments L.P. | 12,719 | $100.5 萬 | 0.04% | −1,809−12.5% | 減碼 |
| Quadrant Capital Group LLC | 12,726 | $100.5 萬 | 0.13% | +1,011+8.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 12,727 | $100.7 萬 | 0.11% | +103+0.8% | 加碼 |
| Whittier Trust Co | 12,754 | $100.8 萬 | 0.02% | +580+4.8% | 加碼 |
| First National Trust Co | 12,788 | $101.0 萬 | 0.06% | −19−0.1% | 減碼 |
| Wintrust Investments LLC | 12,815 | $101.2 萬 | 0.13% | +610+5.0% | 加碼 |
| FourThought Financial, LLC | 12,843 | $101.5 萬 | 0.15% | −245−1.9% | 減碼 |
| Fund Management at Engine No. 1 LLC | 12,875 | $101.7 萬 | 0.30% | −1,257−8.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,000 | $102.7 萬 | 0.01% | +2,500+23.8% | 加碼 |
| Waterfront Wealth Inc. | 12,583 | $103.5 萬 | 0.39% | −1,494−10.6% | 減碼 |
| Citizens Financial Group Inc | 13,127 | $103.7 萬 | 0.05% | −486−3.6% | 減碼 |
| Atlas Private Wealth Management | 13,175 | $104.1 萬 | 0.75% | +536+4.2% | 加碼 |
| Lake Street Advisors Group, LLC | 13,262 | $104.8 萬 | 0.08% | −284−2.1% | 減碼 |
| Wealth Effects LLC | 13,303 | $105.1 萬 | 0.64% | −14−0.1% | 減碼 |
| Investors Research Corp | 13,416 | $106.0 萬 | 0.32% | 00.0% | 不變 |
| Excalibur Management Corp | 13,481 | $106.5 萬 | 0.60% | −31−0.2% | 減碼 |
| Horizon Investments, LLC | 13,612 | $106.5 萬 | 0.03% | +1,536+12.7% | 加碼 |
| Strategic Investment Advisors | 13,508 | $106.7 萬 | 0.24% | −762−5.3% | 減碼 |
| Systematic Financial Management LP | 13,500 | $106.7 萬 | 0.04% | 00.0% | 不變 |
| Howland Capital Management LLC | 13,527 | $106.9 萬 | 0.07% | 00.0% | 不變 |
| Eidelman Virant Capital | 13,400 | $107.1 萬 | 0.79% | 00.0% | 不變 |