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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 9,245 | $73.0 萬 | 0.05% | +974+11.8% | 加碼 |
| SRN Advisors, LLC | 9,239 | $73.0 萬 | 0.61% | −1,546−14.3% | 減碼 |
| Magnus Financial Group LLC | 9,231 | $72.9 萬 | 0.14% | −537−5.5% | 減碼 |
| W Advisors, LLC | 9,217 | $72.8 萬 | 0.68% | +17+0.2% | 加碼 |
| Robotti Robert | 9,215 | $72.8 萬 | 0.17% | +1,000+12.2% | 加碼 |
| Hills Bank & Trust Co | 9,121 | $72.1 萬 | 0.11% | −292−3.1% | 減碼 |
| Henshaw Capital LLC | 9,061 | $71.6 萬 | 0.05% | −163−1.8% | 減碼 |
| Circle Wealth Management, LLC | 9,042 | $71.4 萬 | 0.12% | −675−6.9% | 減碼 |
| Twin Capital Management Inc | 8,962 | $70.8 萬 | 0.10% | −67,140−88.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 8,951 | $70.8 萬 | 0.32% | −95−1.1% | 減碼 |
| Valeo Financial Advisors, LLC | 8,964 | $70.8 萬 | 0.05% | +492+5.8% | 加碼 |
| Cambridge Trust Co | 8,941 | $70.6 萬 | 0.03% | −151−1.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 8,909 | $70.4 萬 | 0.01% | −260−2.8% | 減碼 |
| E&G Advisors, LP | 8,900 | $70.3 萬 | 0.26% | −100−1.1% | 減碼 |
| McMillion Capital Management Inc | 8,836 | $69.8 萬 | 0.65% | −365−4.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $69.7 萬 | 0.09% | 00.0% | 不變 |
| Legacy Bridge, LLC | 8,769 | $69.3 萬 | 0.55% | +175+2.0% | 加碼 |
| Mutual Advisors, LLC | 8,770 | $69.3 萬 | 0.04% | +1,712+24.3% | 加碼 |
| Gryphon Financial Partners LLC | 8,761 | $69.2 萬 | 0.18% | −832−8.7% | 減碼 |
| Summit Financial, LLC | 8,750 | $69.1 萬 | 0.07% | +4,306+96.9% | 加碼 |
| Proficio Capital Partners LLC | 8,752 | $69.1 萬 | 0.13% | −5−0.1% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,928 | $68.8 萬 | 0.45% | +908+11.3% | 加碼 |
| Spire Wealth Management | 8,700 | $68.7 萬 | 0.04% | −6,417−42.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 8,677 | $68.6 萬 | 0.24% | +58+0.7% | 加碼 |
| Sendero Wealth Management, LLC | 8,580 | $67.8 萬 | 0.28% | +2,263+35.8% | 加碼 |
| New Vernon Investment Management LLC | 8,550 | $67.6 萬 | 1.38% | 00.0% | 不變 |
| StoneX Group Inc. | 8,544 | $67.5 萬 | 0.09% | −499−5.5% | 減碼 |
| Asset Management Corp | 8,539 | $67.5 萬 | 0.54% | +40.0% | 加碼 |
| Lake Street Financial LLC | 8,498 | $67.1 萬 | 0.15% | −3,084−26.6% | 減碼 |
| Corsair Capital Management, L.P. | 8,456 | $66.8 萬 | 0.30% | +8+0.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,455 | $66.8 萬 | 0.03% | +41+0.5% | 加碼 |
| Bull Street Advisors, LLC | 8,379 | $66.2 萬 | 0.37% | 00.0% | 不變 |
| Qtron Investments LLC | 8,355 | $66.0 萬 | 0.16% | +609+7.9% | 加碼 |
| Essex Financial Services, Inc. | 8,342 | $65.9 萬 | 0.08% | −349−4.0% | 減碼 |
| Colony Group LLC | 8,335 | $65.9 萬 | 0.01% | +864+11.6% | 加碼 |
| IHT Wealth Management, LLC | 8,325 | $65.8 萬 | 0.05% | +3,257+64.3% | 加碼 |
| Welch & Forbes LLC | 8,319 | $65.7 萬 | 0.01% | +1,060+14.6% | 加碼 |
| NorthRock Partners, LLC | 8,297 | $65.6 萬 | 0.08% | +2,072+33.3% | 加碼 |
| Verdence Capital Advisors LLC | 8,247 | $65.2 萬 | 0.09% | −104−1.2% | 減碼 |
| TRUE Private Wealth Advisors | 8,257 | $65.2 萬 | 0.10% | +355+4.5% | 加碼 |
| Independent Investors Inc | 8,216 | $64.9 萬 | 0.18% | 00.0% | 不變 |
| TLWM | 7,532 | $64.2 萬 | 0.30% | −5,096−40.4% | 減碼 |
| Woodmont Investment Counsel LLC | 8,104 | $64.0 萬 | 0.08% | +8,104 | 新進 |
| Marino, Stram & Associates LLC | 8,090 | $63.9 萬 | 0.23% | +420+5.5% | 加碼 |
| Csenge Advisory Group | 8,058 | $63.7 萬 | 0.05% | −7−0.1% | 減碼 |
| Cim Investment Mangement Inc | 8,037 | $63.5 萬 | 0.28% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 8,021 | $63.4 萬 | 0.12% | −175−2.1% | 減碼 |
| TD Private Client Wealth LLC | 8,019 | $63.4 萬 | 0.03% | −397−4.7% | 減碼 |
| Seeyond | 7,949 | $62.8 萬 | 0.08% | −308−3.7% | 減碼 |
| Wedmont Private Capital | 7,947 | $62.8 萬 | 0.13% | +2,022+34.1% | 加碼 |
| Strategic Blueprint, LLC | 7,931 | $62.7 萬 | 0.08% | +20.0% | 加碼 |
| Renaissance Investment Group LLC | 7,890 | $62.7 萬 | 0.20% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 7,914 | $62.5 萬 | 0.13% | +7,914 | 新進 |
| Schechter Investment Advisors, LLC | 7,892 | $62.4 萬 | 0.06% | +738+10.3% | 加碼 |
| Meridian Investment Counsel Inc. | 7,856 | $62.1 萬 | 0.28% | +60+0.8% | 加碼 |
| Maltin Wealth Management, Inc. | 7,820 | $61.8 萬 | 0.49% | −148−1.9% | 減碼 |
| Kovack Advisors, Inc. | 7,806 | $61.7 萬 | 0.09% | +156+2.0% | 加碼 |
| Private Portfolio Partners LLC | 7,798 | $61.6 萬 | 0.18% | +250+3.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,769 | $61.4 萬 | 0.51% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 7,770 | $61.3 萬 | 0.53% | +7,770 | 新進 |
| 1832 Asset Management L.P. | 7,730 | $61.1 萬 | 0.00% | −105−1.3% | 減碼 |
| TrimTabs Asset Management, LLC | 7,724 | $61.0 萬 | 0.42% | −2,932−27.5% | 減碼 |
| Hilltop Holdings Inc. | 7,685 | $60.7 萬 | 0.08% | +478+6.6% | 加碼 |
| Haverford Trust Co | 7,685 | $60.7 萬 | 0.01% | +3,621+89.1% | 加碼 |
| Berkshire Bank | 7,657 | $60.5 萬 | 0.19% | +1,398+22.3% | 加碼 |
| NewEdge Wealth, LLC | 7,637 | $60.3 萬 | 0.03% | −958−11.1% | 減碼 |
| Canton Hathaway, LLC | 7,627 | $60.3 萬 | 0.22% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 7,629 | $60.3 萬 | 0.42% | +7,629 | 新進 |
| Great Valley Advisor Group, Inc. | 7,576 | $59.9 萬 | 0.03% | +304+4.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 7,572 | $59.8 萬 | 0.00% | −112,402−93.7% | 減碼 |
| Bank of Hawaii | 7,563 | $59.8 萬 | 0.04% | +1,736+29.8% | 加碼 |
| Shufro Rose & Co LLC | 7,512 | $59.4 萬 | 0.06% | +17+0.2% | 加碼 |
| Mastrapasqua Asset Management Inc | 7,500 | $59.3 萬 | 0.09% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,571 | $59.0 萬 | 0.02% | −1,745−21.0% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 7,400 | $58.5 萬 | 0.38% | 00.0% | 不變 |
| Quilter Plc | 7,380 | $58.3 萬 | 0.02% | 00.0% | 不變 |
| West Oak Capital, LLC | 7,369 | $58.2 萬 | 0.32% | +195+2.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,348 | $58.1 萬 | 0.05% | −2,260−23.5% | 減碼 |
| Prio Wealth Limited Partnership | 7,329 | $57.9 萬 | 0.02% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 7,200 | $56.9 萬 | 0.08% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 7,205 | $56.9 萬 | 0.07% | +3,259+82.6% | 加碼 |
| Salzhauer Michael | 7,140 | $56.4 萬 | 0.36% | 00.0% | 不變 |
| Mechanics Financial Corp | 7,121 | $56.3 萬 | 0.37% | +35+0.5% | 加碼 |
| Curi Capital | 7,111 | $56.2 萬 | 0.09% | +1,270+21.7% | 加碼 |
| Royal Fund Management, LLC | 7,110 | $56.1 萬 | 0.10% | +7,110 | 新進 |
| Lokken Investment Group LLC | 7,085 | $56.0 萬 | 0.48% | +107+1.5% | 加碼 |
| Hyman Charles D | 7,079 | $55.9 萬 | 0.04% | +104+1.5% | 加碼 |
| American Portfolios Advisors | 7,039 | $55.6 萬 | 0.02% | +718+11.4% | 加碼 |
| HM Payson & Co | 7,037 | $55.6 萬 | 0.02% | 00.0% | 不變 |
| IFG Advisors, LLC | 6,932 | $54.8 萬 | 0.28% | 00.0% | 不變 |
| Orca Investment Management, LLC | 6,906 | $54.6 萬 | 0.71% | −254−3.5% | 減碼 |
| Aspire Private Capital, LLC | 6,897 | $54.5 萬 | 0.21% | −694−9.1% | 減碼 |
| TriaGen Wealth Management LLC | 6,868 | $54.3 萬 | 0.30% | −258−3.6% | 減碼 |
| Somerville Kurt F | 6,840 | $54.0 萬 | 0.11% | 00.0% | 不變 |
| Visionary Wealth Advisors | 6,815 | $53.8 萬 | 0.06% | −694−9.2% | 減碼 |
| Evergreen Capital Management LLC | 6,729 | $53.1 萬 | 0.03% | +2,390+55.1% | 加碼 |
| Strategy Asset Managers LLC | 6,693 | $52.9 萬 | 0.14% | +20.0% | 加碼 |
| Stonegate Investment Group, LLC | 6,686 | $52.8 萬 | 0.02% | +16+0.2% | 加碼 |
| Laidlaw Wealth Management LLC | 6,684 | $52.8 萬 | 0.12% | +1,738+35.1% | 加碼 |
| ICA Group Wealth Management, LLC | 6,642 | $52.5 萬 | 0.11% | +94+1.4% | 加碼 |