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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 6,627 | $52.4 萬 | 0.02% | +467+7.6% | 加碼 |
| Harbor Advisors LLC | 6,608 | $52.2 萬 | 0.14% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 6,612 | $52.2 萬 | 0.13% | +82+1.3% | 加碼 |
| Busey Wealth Management | 6,562 | $51.8 萬 | 0.03% | −341−4.9% | 減碼 |
| Community Bank of Raymore | 6,540 | $51.7 萬 | 0.18% | 00.0% | 不變 |
| Pacitti Group Inc. | 6,539 | $51.7 萬 | 0.42% | +570+9.5% | 加碼 |
| Pinebridge Investments, L.P. | 6,525 | $51.6 萬 | 0.01% | −100,878−93.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,530 | $51.6 萬 | 0.03% | +519+8.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 6,513 | $51.5 萬 | 0.02% | +4+0.1% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $51.2 萬 | 0.05% | 00.0% | 不變 |
| Brown Capital Management LLC | 6,455 | $51.0 萬 | 0.01% | −92−1.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,431 | $50.8 萬 | 0.04% | +10.0% | 加碼 |
| Wharton Business Group, LLC | 6,329 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 6,330 | $50.0 萬 | 0.13% | +2,760+77.3% | 加碼 |
| Heritage Wealth Advisors | 6,283 | $49.6 萬 | 0.04% | −1,806−22.3% | 減碼 |
| Chicago Wealth Management, Inc. | 6,243 | $49.3 萬 | 0.47% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 6,239 | $49.3 萬 | 0.00% | +444+7.7% | 加碼 |
| Cookson Peirce & Co Inc | 6,242 | $49.3 萬 | 0.03% | +3,576+134.1% | 加碼 |
| RMR Wealth Builders | 6,212 | $49.1 萬 | 0.12% | +52+0.8% | 加碼 |
| Rehmann Capital Advisory Group | 6,187 | $48.9 萬 | 0.05% | −163−2.6% | 減碼 |
| BSW Wealth Partners | 6,175 | $48.8 萬 | 0.12% | +23+0.4% | 加碼 |
| Curbstone Financial Management Corp | 6,162 | $48.7 萬 | 0.12% | +200+3.4% | 加碼 |
| Geller Advisors LLC | 6,166 | $48.7 萬 | 0.11% | +1,372+28.6% | 加碼 |
| Peoples Financial Services Corp. | 6,146 | $48.6 萬 | 0.25% | +1,642+36.5% | 加碼 |
| Lavaca Capital LLC | 6,127 | $48.5 萬 | 0.27% | −6,956−53.2% | 減碼 |
| RFG Advisory, LLC | 5,667 | $48.3 萬 | 0.03% | +618+12.2% | 加碼 |
| Morris Retirement Advisors, LLC | 6,144 | $48.2 萬 | 0.41% | +397+6.9% | 加碼 |
| M Holdings Securities, Inc. | 6,072 | $48.0 萬 | 0.05% | +589+10.7% | 加碼 |
| Graypoint LLC | 6,074 | $48.0 萬 | 0.06% | +1,146+23.3% | 加碼 |
| Sunbelt Securities, Inc. | 6,065 | $47.9 萬 | 0.10% | −393−6.1% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 6,034 | $47.7 萬 | 0.17% | −925−13.3% | 減碼 |
| Berger Financial Group, Inc | 6,043 | $47.7 萬 | 0.07% | +32+0.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 6,008 | $47.5 萬 | 0.00% | −1,529−20.3% | 減碼 |
| Avidian Wealth Solutions, LLC | 6,009 | $47.5 萬 | 0.03% | +7+0.1% | 加碼 |
| Cooper Financial Group | 5,997 | $47.4 萬 | 0.17% | +282+4.9% | 加碼 |
| Adirondack Trust Co | 5,975 | $47.2 萬 | 0.26% | +38+0.6% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,965 | $47.1 萬 | 0.05% | +175+3.0% | 加碼 |
| HBK Sorce Advisory LLC | 5,957 | $47.1 萬 | 0.03% | +2,028+51.6% | 加碼 |
| First Interstate Bank | 5,928 | $46.9 萬 | 0.04% | +313+5.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,924 | $46.8 萬 | 0.02% | +201+3.5% | 加碼 |
| M&R Capital Management Inc | 5,935 | $46.8 萬 | 0.13% | +251+4.4% | 加碼 |
| Castle Wealth Management LLC | 5,927 | $46.8 萬 | 0.28% | +5,343+914.9% | 加碼 |
| Bell Bank | 5,892 | $46.5 萬 | 0.06% | −262−4.3% | 減碼 |
| Rossmore Private Capital | 5,843 | $46.2 萬 | 0.08% | +150+2.6% | 加碼 |
| Pendal Group Limited | 5,836 | $46.1 萬 | 0.00% | −352−5.7% | 減碼 |
| Smithfield Trust Co | 5,823 | $46.1 萬 | 0.03% | −20−0.3% | 減碼 |
| Thomas White International Ltd | 5,820 | $46.0 萬 | 0.11% | 00.0% | 不變 |
| Carlson Capital Management | 5,800 | $45.8 萬 | 0.04% | −323−5.3% | 減碼 |
| Arete Wealth Advisors, LLC | 5,790 | $45.8 萬 | 0.04% | +2,785+92.7% | 加碼 |
| Insight 2811, Inc. | 5,774 | $45.6 萬 | 0.31% | +11+0.2% | 加碼 |
| First National Advisers, LLC | 5,768 | $45.6 萬 | 0.68% | +1,534+36.2% | 加碼 |
| Anchor Investment Management, LLC | 5,771 | $45.6 萬 | 0.07% | +1,288+28.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 5,744 | $45.4 萬 | 0.21% | +32+0.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,735 | $45.3 萬 | 0.01% | −168−2.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,735 | $45.3 萬 | 0.05% | −1,269−18.1% | 減碼 |
| Bartlett & Co. LLC | 5,735 | $45.3 萬 | 0.01% | −168−2.8% | 減碼 |
| Kistler-Tiffany Companies, LLC | 5,719 | $45.2 萬 | 0.10% | +3+0.1% | 加碼 |
| Boston Financial Mangement LLC | 5,673 | $44.8 萬 | 0.02% | +479+9.2% | 加碼 |
| Concord Wealth Partners | 5,663 | $44.7 萬 | 0.14% | −502−8.1% | 減碼 |
| Summit Trail Advisors, LLC | 5,661 | $44.7 萬 | 0.02% | −387−6.4% | 減碼 |
| Cutler Group LP | 5,669 | $44.7 萬 | 0.05% | +1,946+52.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,625 | $44.4 萬 | 0.05% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 5,621 | $44.4 萬 | 0.30% | +125+2.3% | 加碼 |
| Sippican Capital Advisors | 5,578 | $44.1 萬 | 0.46% | 00.0% | 不變 |
| Trust Co of Toledo NA | 5,570 | $44.0 萬 | 0.09% | −6,000−51.9% | 減碼 |
| Regal Investment Advisors LLC | 5,568 | $44.0 萬 | 0.05% | +15+0.3% | 加碼 |
| LS Investment Advisors, LLC | 5,550 | $43.9 萬 | 0.09% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 5,510 | $43.5 萬 | 0.05% | −1,526−21.7% | 減碼 |
| Prelude Capital Management, LLC | 5,511 | $43.5 萬 | 0.02% | +5,511 | 新進 |
| Arbor Investment Advisors, LLC | 5,471 | $43.2 萬 | 0.10% | −1,071−16.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,468 | $43.2 萬 | 0.11% | +35+0.6% | 加碼 |
| Glen Eagle Advisors, LLC | 5,452 | $43.1 萬 | 0.13% | −430−7.3% | 減碼 |
| BKD Wealth Advisors, LLC | 5,431 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Financial Advisors, LLC | 5,590 | $42.8 萬 | 0.15% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,409 | $42.7 萬 | 0.02% | +21+0.4% | 加碼 |
| Laurel Wealth Advisors, Inc. | 5,385 | $42.5 萬 | 0.05% | −92−1.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,369 | $42.4 萬 | 0.02% | −1,003−15.7% | 減碼 |
| Financial Management Professionals, Inc. | 5,367 | $42.4 萬 | 0.10% | +304+6.0% | 加碼 |
| First Foundation Advisors | 5,361 | $42.4 萬 | 0.02% | +1,424+36.2% | 加碼 |
| HighTower Trust Services, LTA | 5,341 | $42.2 萬 | 0.05% | +5,341 | 新進 |
| Parkside Financial Bank & Trust | 5,304 | $41.9 萬 | 0.13% | +18+0.3% | 加碼 |
| Claro Advisors LLC | 5,494 | $41.8 萬 | 0.17% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 5,255 | $41.5 萬 | 0.04% | 00.0% | 不變 |
| Tower Bridge Advisors | 5,242 | $41.4 萬 | 0.04% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 5,245 | $41.4 萬 | 0.07% | +97+1.9% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,218 | $41.2 萬 | 0.09% | +710+15.7% | 加碼 |
| Ameritas Advisory Services, LLC | 5,205 | $41.1 萬 | 0.02% | −65−1.2% | 減碼 |
| CVA Family Office, LLC | 5,178 | $40.9 萬 | 0.11% | +1,185+29.7% | 加碼 |
| Jackson Square Capital, LLC | 5,167 | $40.8 萬 | 0.20% | 00.0% | 不變 |
| North Star Investment Management Corp. | 5,152 | $40.7 萬 | 0.04% | −147−2.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 5,141 | $40.6 萬 | 0.06% | −100−1.9% | 減碼 |
| OPSEU Pension Plan Trust Fund | 5,039 | $40.6 萬 | 0.11% | +170+3.5% | 加碼 |
| XR Securities LLC | 5,137 | $40.6 萬 | 0.38% | +2,210+75.5% | 加碼 |
| Boenning & Scattergood, Inc. | 5,107 | $40.4 萬 | 0.08% | +1,437+39.2% | 加碼 |
| AXS Investments LLC | 5,038 | $39.8 萬 | 0.15% | −902−15.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,049 | $39.8 萬 | 0.04% | +49+1.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,023 | $39.7 萬 | 0.02% | +17+0.3% | 加碼 |
| Churchill Management Corp | 5,000 | $39.5 萬 | 0.01% | +5,000 | 新進 |
| Hudock, Inc. | 4,986 | $39.3 萬 | 0.13% | +37+0.7% | 加碼 |
| X-Square Capital, LLC | 4,937 | $39.0 萬 | 0.25% | +20.0% | 加碼 |