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 |
|---|---|---|---|---|---|
| Mirova | 4,920 | $38.8 萬 | 0.07% | −3,267−39.9% | 減碼 |
| Wealth Alliance | 4,910 | $38.8 萬 | 0.08% | +138+2.9% | 加碼 |
| QVR LLC | 4,908 | $38.8 萬 | 0.35% | +4,282+684.0% | 加碼 |
| Round Table Services, LLC | 4,893 | $38.7 萬 | 0.08% | +14+0.3% | 加碼 |
| V Wealth Advisors LLC | 4,874 | $38.5 萬 | 0.08% | −450−8.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,851 | $38.3 萬 | 0.25% | −12,893−72.7% | 減碼 |
| Rothschild Investment Corp | 4,851 | $38.3 萬 | 0.04% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 4,846 | $38.2 萬 | 0.10% | −133−2.7% | 減碼 |
| Wilkinson Global Asset Management LLC | 4,835 | $38.2 萬 | 0.03% | +250+5.5% | 加碼 |
| Altus Wealth Group LLC | 3,918 | $38.1 萬 | 0.38% | 00.0% | 不變 |
| Peoples Bank | 4,820 | $38.1 萬 | 0.26% | −100−2.0% | 減碼 |
| DT Investment Partners, LLC | 4,791 | $37.9 萬 | 0.06% | −1,540−24.3% | 減碼 |
| Omnia Family Wealth, LLC | 4,794 | $37.9 萬 | 0.31% | 00.0% | 不變 |
| Executive Wealth Group LLC | 4,791 | $37.9 萬 | 0.33% | +40+0.8% | 加碼 |
| Ledyard National Bank | 4,784 | $37.8 萬 | 0.05% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,782 | $37.8 萬 | 0.06% | +762+19.0% | 加碼 |
| Roundview Capital LLC | 4,759 | $37.6 萬 | 0.05% | +435+10.1% | 加碼 |
| West Family Investments, Inc. | 4,754 | $37.6 萬 | 0.16% | +721+17.9% | 加碼 |
| Trilogy Capital Inc. | 4,728 | $37.4 萬 | 0.03% | −161−3.3% | 減碼 |
| LVZ Advisors, Inc. | 4,732 | $37.4 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 4,882 | $37.1 萬 | 0.01% | +1,192+32.3% | 加碼 |
| Mach-1 Financial Group, Inc. | 4,697 | $37.0 萬 | 0.39% | −21−0.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,670 | $36.9 萬 | 0.09% | +548+13.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,657 | $36.8 萬 | 0.01% | +121+2.7% | 加碼 |
| KG&L Capital Management,LLC | 4,651 | $36.7 萬 | 0.21% | −585−11.2% | 減碼 |
| Avantax Planning Partners, Inc. | 4,647 | $36.7 萬 | 0.02% | −424−8.4% | 減碼 |
| KLCM Advisors, Inc. | 4,647 | $36.7 萬 | 0.09% | 00.0% | 不變 |
| Roosevelt Investment Group LLC | 4,621 | $36.5 萬 | 0.03% | +4,621 | 新進 |
| Bahl & Gaynor Inc | 4,610 | $36.4 萬 | 0.00% | −375−7.5% | 減碼 |
| Marcum Wealth, LLC | 4,597 | $36.3 萬 | 0.06% | +406+9.7% | 加碼 |
| Perritt Capital Management Inc | 4,563 | $36.1 萬 | 0.23% | 00.0% | 不變 |
| American National Bank | 4,562 | $36.0 萬 | 0.09% | +989+27.7% | 加碼 |
| Mission Wealth Management, LP | 4,557 | $36.0 萬 | 0.02% | +1,284+39.2% | 加碼 |
| Eqis Capital Management, Inc. | 4,495 | $35.5 萬 | 0.04% | −630−12.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,475 | $35.4 萬 | 0.10% | −874−16.3% | 減碼 |
| Change Path, LLC | 4,464 | $35.3 萬 | 0.02% | −6,641−59.8% | 減碼 |
| Skba Capital Management LLC | 4,450 | $35.2 萬 | 0.07% | −650−12.7% | 減碼 |
| Americana Partners, LLC | 4,462 | $35.2 萬 | 0.06% | +234+5.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,444 | $35.1 萬 | 0.13% | −63−1.4% | 減碼 |
| Radnor Capital Management, LLC | 4,440 | $35.1 萬 | 0.10% | 00.0% | 不變 |
| Davidson Investment Advisors | 4,433 | $35.0 萬 | 0.03% | −151−3.3% | 減碼 |
| CPWM, LLC | 4,421 | $34.9 萬 | 0.03% | −1,700−27.8% | 減碼 |
| Aj Wealth Strategies, LLC | 4,400 | $34.8 萬 | 0.02% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 4,392 | $34.7 萬 | 0.09% | −6,402−59.3% | 減碼 |
| Alerus Financial NA | 4,380 | $34.6 萬 | 0.03% | −29,021−86.9% | 減碼 |
| Granger Management LLC | 4,366 | $34.5 萬 | 0.11% | −24,126−84.7% | 減碼 |
| Freestone Capital Holdings, LLC | 4,341 | $34.3 萬 | 0.02% | −18−0.4% | 減碼 |
| Investment Partners, Ltd. | 4,342 | $34.3 萬 | 0.10% | +4,342 | 新進 |
| DF Dent & Co Inc | 4,325 | $34.2 萬 | 0.01% | +4,325 | 新進 |
| Eastern Bank | 4,316 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 4,300 | $34.0 萬 | 0.04% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 4,300 | $34.0 萬 | 0.24% | +300+7.5% | 加碼 |
| King Wealth | 4,291 | $33.9 萬 | 0.09% | +242+6.0% | 加碼 |
| Bowling Portfolio Management LLC | 4,262 | $33.7 萬 | 0.09% | −15,173−78.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,264 | $33.7 萬 | 0.00% | −1,475−25.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,263 | $33.7 萬 | 0.31% | −70−1.6% | 減碼 |
| Covington Capital Management | 4,269 | $33.7 萬 | 0.01% | +1,073+33.6% | 加碼 |
| Cable Hill Partners, LLC | 4,235 | $33.5 萬 | 0.07% | +475+12.6% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 4,231 | $33.4 萬 | 0.21% | +36+0.9% | 加碼 |
| Aaron Wealth Advisors | 4,209 | $33.3 萬 | 0.06% | +16+0.4% | 加碼 |
| First Citizens Financial Corp | 4,208 | $33.2 萬 | 0.33% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,208 | $33.2 萬 | 0.14% | +121+3.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 4,208 | $33.2 萬 | 0.15% | +4,208 | 新進 |
| Stelac Advisory Services LLC | 4,187 | $33.1 萬 | 0.15% | −877−17.3% | 減碼 |
| Eads & Heald Wealth Management | 4,193 | $33.1 萬 | 0.19% | −103−2.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,188 | $33.1 萬 | 0.03% | +114+2.8% | 加碼 |
| Grandfield & Dodd, LLC | 4,168 | $33.0 萬 | 0.03% | −300−6.7% | 減碼 |
| Parsec Financial Management, Inc. | 4,166 | $32.9 萬 | 0.02% | −1,215−22.6% | 減碼 |
| Frisch Financial Group, Inc. | 4,161 | $32.9 萬 | 0.14% | +208+5.3% | 加碼 |
| Alera Investment Advisors, LLC | 4,153 | $32.9 萬 | 0.09% | +4,153 | 新進 |
| Peak Planning Group, LLC | 4,149 | $32.8 萬 | 0.30% | +4,149 | 新進 |
| Main Street Financial Solutions, LLC | 4,120 | $32.6 萬 | 0.05% | −12−0.3% | 減碼 |
| Centric Wealth Management | 4,110 | $32.5 萬 | 0.13% | −391−8.7% | 減碼 |
| Keeley-Teton Advisors, LLC | 4,117 | $32.5 萬 | 0.04% | +4,117 | 新進 |
| Shepherd Financial Partners LLC | 4,102 | $32.4 萬 | 0.06% | +235+6.1% | 加碼 |
| Advus Financial Partners, LLC | 4,096 | $32.4 萬 | 0.17% | −21−0.5% | 減碼 |
| Destination Wealth Management | 4,090 | $32.3 萬 | 0.01% | −8−0.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,084 | $32.3 萬 | 0.06% | −3−0.1% | 減碼 |
| Davis R M Inc | 4,087 | $32.3 萬 | 0.01% | +116+2.9% | 加碼 |
| Integrated Investment Consultants, LLC | 4,092 | $32.3 萬 | 0.13% | +325+8.6% | 加碼 |
| Allred Capital Management, LLC | 4,068 | $32.1 萬 | 0.20% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 4,068 | $32.1 萬 | 0.04% | +67+1.7% | 加碼 |
| Powell Investment Advisors, LLC | 4,066 | $32.1 萬 | 0.21% | +1,362+50.4% | 加碼 |
| Farmers National Bank | 4,053 | $32.0 萬 | 0.13% | +58+1.5% | 加碼 |
| Addison Advisors LLC | 4,047 | $32.0 萬 | 0.20% | +1,127+38.6% | 加碼 |
| Wealthsource Partners, LLC | 4,042 | $31.9 萬 | 0.02% | +31+0.8% | 加碼 |
| Steel Peak Wealth Management LLC | 4,021 | $31.8 萬 | 0.02% | −3,886−49.1% | 減碼 |
| Westover Capital Advisors, LLC | 4,000 | $31.6 萬 | 0.12% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 3,992 | $31.5 萬 | 0.22% | −1,069−21.1% | 減碼 |
| Kaizen Financial Strategies | 3,988 | $31.5 萬 | 0.32% | +33+0.8% | 加碼 |
| BLB&B Advisors, LLC | 3,976 | $31.4 萬 | 0.03% | −168−4.1% | 減碼 |
| ACG Wealth | 3,937 | $31.1 萬 | 0.07% | +5+0.1% | 加碼 |
| Platte River Wealth Advisors, LLC | 3,930 | $31.1 萬 | 0.14% | 00.0% | 不變 |
| Herold Advisors, Inc. | 3,938 | $31.1 萬 | 0.15% | +2+0.1% | 加碼 |
| Independent Financial Group, LLC | 3,933 | $31.1 萬 | 0.03% | +898+29.6% | 加碼 |
| Willner & Heller, LLC | 3,918 | $31.0 萬 | 0.50% | +33+0.8% | 加碼 |
| Everhart Financial Group, Inc. | 3,914 | $30.9 萬 | 0.17% | +731+23.0% | 加碼 |
| Focus Financial Network, Inc. | 3,909 | $30.9 萬 | 0.03% | +663+20.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 3,882 | $30.7 萬 | 0.03% | −4,264−52.3% | 減碼 |
| Global Retirement Partners, LLC | 3,739 | $30.7 萬 | 0.02% | −150−3.9% | 減碼 |