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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 44,774 | $353.8 萬 | 0.29% | −1,184−2.6% | 減碼 |
| Simon Quick Advisors, LLC | 44,662 | $352.9 萬 | 0.50% | +489+1.1% | 加碼 |
| Roanoke Asset Management Corp | 44,648 | $352.8 萬 | 1.68% | +200+0.4% | 加碼 |
| Joel Isaacson & Co., LLC | 44,289 | $349.9 萬 | 0.30% | +132+0.3% | 加碼 |
| Shell Asset Management Co | 44,090 | $348.4 萬 | 0.14% | −11,879−21.2% | 減碼 |
| Power Corp of Canada | 43,731 | $345.5 萬 | 0.51% | +43,731 | 新進 |
| TownSquare Capital, LLC | 43,278 | $341.9 萬 | 0.10% | −8,215−16.0% | 減碼 |
| LGT Group Foundation | 43,202 | $341.4 萬 | 0.13% | −1,314−3.0% | 減碼 |
| Huntington National Bank | 42,934 | $339.2 萬 | 0.04% | −873−2.0% | 減碼 |
| DCM Advisors, LLC | 42,765 | $337.9 萬 | 1.70% | +3,211+8.1% | 加碼 |
| Regent Investment Management LLC | 42,370 | $334.8 萬 | 0.98% | 00.0% | 不變 |
| KCS Wealth Advisory | 42,362 | $334.7 萬 | 1.54% | −2,852−6.3% | 減碼 |
| Adell Harriman & Carpenter Inc | 41,843 | $330.6 萬 | 0.40% | +5,850+16.3% | 加碼 |
| Pathstone Family Office, LLC | 41,637 | $330.2 萬 | 0.06% | +4,853+13.2% | 加碼 |
| Cypress Financial Planning LLC | 41,656 | $329.1 萬 | 2.34% | −317−0.8% | 減碼 |
| Intact Investment Management Inc. | 41,500 | $327.9 萬 | 0.11% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 41,476 | $327.7 萬 | 0.07% | +275+0.7% | 加碼 |
| Tradewinds, LLC. | 40,758 | $322.0 萬 | 2.34% | −545−1.3% | 減碼 |
| First Manhattan Co | 40,757 | $322.0 萬 | 0.01% | +850+2.1% | 加碼 |
| CX Institutional | 40,514 | $320.1 萬 | 0.22% | +37,280+1,152.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 40,288 | $318.3 萬 | 0.04% | +3,163+8.5% | 加碼 |
| IPG Investment Advisors LLC | 40,275 | $318.2 萬 | 0.89% | +11,500+40.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 40,111 | $316.9 萬 | 0.06% | −5,266−11.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 39,920 | $315.4 萬 | 0.32% | +39,920 | 新進 |
| Maltese Capital Management LLC | 39,600 | $312.9 萬 | 0.74% | −400−1.0% | 減碼 |
| Parallel Advisors, LLC | 39,587 | $312.8 萬 | 0.14% | +1,950+5.2% | 加碼 |
| Asio Capital, LLC | 39,330 | $310.7 萬 | 0.99% | +366+0.9% | 加碼 |
| National Asset Management, Inc. | 39,307 | $310.7 萬 | 0.09% | +9,582+32.2% | 加碼 |
| Edgestream Partners, L.P. | 39,183 | $309.6 萬 | 0.24% | +2,451+6.7% | 加碼 |
| Sculati Wealth Management, LLC | 38,967 | $307.9 萬 | 1.82% | +2,341+6.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 38,597 | $306.0 萬 | 0.07% | +11,590+42.9% | 加碼 |
| Avantax Advisory Services, Inc. | 38,625 | $305.2 萬 | 0.05% | −2,548−6.2% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 38,565 | $304.7 萬 | 0.15% | +38,565 | 新進 |
| Marshall Wace, LLP | 38,266 | $302.3 萬 | 0.01% | −94,034−71.1% | 減碼 |
| Lincluden Management Ltd | 38,191 | $301.7 萬 | 0.38% | −585−1.5% | 減碼 |
| Greenleaf Trust | 38,174 | $301.6 萬 | 0.04% | +3,023+8.6% | 加碼 |
| United Fire Group Inc | 38,000 | $300.2 萬 | 2.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 37,926 | $299.7 萬 | 0.17% | +6,420+20.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 37,800 | $298.7 萬 | 0.05% | +4,922+15.0% | 加碼 |
| Integrated Advisors Network LLC | 37,721 | $298.0 萬 | 0.20% | +3,628+10.6% | 加碼 |
| Industrial Alliance Investment Management Inc. | 37,591 | $297.0 萬 | 0.09% | −371−1.0% | 減碼 |
| TBH Global Asset Management, LLC | 37,516 | $296.9 萬 | 0.76% | −996−2.6% | 減碼 |
| Patten & Patten Inc | 37,362 | $295.2 萬 | 0.28% | −4,331−10.4% | 減碼 |
| Moody National Bank Trust Division | 37,176 | $293.7 萬 | 0.30% | +126+0.3% | 加碼 |
| Everence Capital Management Inc | 36,741 | $290.3 萬 | 0.27% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 36,664 | $289.8 萬 | 0.02% | −144,398−79.8% | 減碼 |
| HAP Trading, LLC | 36,680 | $289.8 萬 | 0.37% | +11,868+47.8% | 加碼 |
| Siemens Fonds Invest GmbH | 36,385 | $287.5 萬 | 0.33% | −1,957−5.1% | 減碼 |
| Stock Yards Bank & Trust Co | 36,345 | $287.2 萬 | 0.12% | +3,282+9.9% | 加碼 |
| Wetherby Asset Management Inc | 36,291 | $286.7 萬 | 0.20% | +1,980+5.8% | 加碼 |
| Hancock Whitney Corp | 36,159 | $285.8 萬 | 0.12% | −5,720−13.7% | 減碼 |
| Mark Stevens | 36,175 | $285.8 萬 | 0.40% | −2,828−7.3% | 減碼 |
| Lincoln National Corp | 36,175 | $283.0 萬 | 0.07% | +2,888+8.7% | 加碼 |
| Mirabella Financial Services LLP | 35,330 | $282.1 萬 | 0.29% | +35,330 | 新進 |
| Ritholtz Wealth Management | 35,489 | $280.4 萬 | 0.15% | +8,630+32.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 35,388 | $279.6 萬 | 0.21% | +361+1.0% | 加碼 |
| BOK Financial Private Wealth, Inc. | 35,112 | $277.4 萬 | 0.25% | −264−0.7% | 減碼 |
| Twin Tree Management, LP | 34,947 | $276.1 萬 | 0.08% | −70,079−66.7% | 減碼 |
| Empirical Finance, LLC | 34,673 | $274.0 萬 | 0.32% | +5,385+18.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 34,152 | $269.8 萬 | 0.06% | +364+1.1% | 加碼 |
| KCM Investment Advisors LLC | 34,093 | $269.4 萬 | 0.12% | −569−1.6% | 減碼 |
| Synovus Financial Corp | 33,857 | $268.8 萬 | 0.03% | −6,717−16.6% | 減碼 |
| HB Wealth Management, LLC | 34,014 | $268.7 萬 | 0.06% | −1,094−3.1% | 減碼 |
| Geneos Wealth Management Inc. | 33,318 | $263.2 萬 | 0.18% | −2,782−7.7% | 減碼 |
| Hunter Associates Investment Management LLC | 33,208 | $262.4 萬 | 0.68% | −609−1.8% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 33,208 | $262.4 萬 | 2.31% | +300+0.9% | 加碼 |
| Community Trust & Investment Co | 33,180 | $262.2 萬 | 0.25% | +934+2.9% | 加碼 |
| Raymond James Trust N.A. | 33,147 | $261.9 萬 | 0.10% | +428+1.3% | 加碼 |
| Coastline Trust Co | 32,810 | $259.2 萬 | 0.41% | +1,264+4.0% | 加碼 |
| Meritage Portfolio Management | 32,652 | $258.0 萬 | 0.21% | +1,773+5.7% | 加碼 |
| Symmetry Partners, LLC | 32,559 | $257.2 萬 | 0.17% | 00.0% | 不變 |
| Federated Hermes, Inc. | 32,362 | $255.7 萬 | 0.01% | −2,468−7.1% | 減碼 |
| Phoenix Holdings Ltd. | 31,823 | $255.2 萬 | 0.06% | +4,217+15.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 32,047 | $253.2 萬 | 0.15% | +4,635+16.9% | 加碼 |
| Hoey Investments, Inc | 31,577 | $249.5 萬 | 1.04% | +13,814+77.8% | 加碼 |
| Northeast Investment Management | 31,396 | $248.1 萬 | 0.17% | −40.0% | 減碼 |
| City Holding Co | 31,313 | $247.4 萬 | 0.49% | +1,010+3.3% | 加碼 |
| Foster & Motley Inc | 31,209 | $246.6 萬 | 0.23% | −2,834−8.3% | 減碼 |
| Quantitative Investment Management, LLC | 31,196 | $246.4 萬 | 0.41% | +31,196 | 新進 |
| Linscomb & Williams, Inc. | 31,066 | $245.5 萬 | 0.15% | +4,697+17.8% | 加碼 |
| Vestcor Inc | 30,911 | $244.2 萬 | 0.09% | −181−0.6% | 減碼 |
| Lipe & Dalton | 30,830 | $243.6 萬 | 1.53% | +20.0% | 加碼 |
| Occidental Asset Management, LLC | 30,481 | $240.8 萬 | 0.72% | +1,318+4.5% | 加碼 |
| LMCG Investments, LLC | 30,452 | $240.6 萬 | 0.18% | −610−2.0% | 減碼 |
| Van Eck Associates Corp | 30,303 | $239.5 萬 | 0.01% | −343−1.1% | 減碼 |
| Lido Advisors, LLC | 30,241 | $238.9 萬 | 0.05% | −200−0.7% | 減碼 |
| Lakeview Capital Partners, LLC | 30,038 | $237.3 萬 | 0.93% | +23,029+328.6% | 加碼 |
| Gifford Fong Associates | 30,000 | $237.0 萬 | 0.59% | 00.0% | 不變 |
| Carret Asset Management, LLC | 29,423 | $232.5 萬 | 0.35% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 29,094 | $229.9 萬 | 0.32% | +162+0.6% | 加碼 |
| Axxcess Wealth Management, LLC | 28,876 | $228.1 萬 | 0.23% | +3,216+12.5% | 加碼 |
| Wolverine Asset Management LLC | 28,820 | $227.7 萬 | 0.03% | −25,706−47.1% | 減碼 |
| Private Wealth Partners, LLC | 28,720 | $226.9 萬 | 0.29% | −12,830−30.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,204 | $222.8 萬 | 0.03% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 27,747 | $219.2 萬 | 1.46% | 00.0% | 不變 |
| Next Level Private LLC | 26,248 | $218.1 萬 | 1.92% | +26,248 | 新進 |
| Signaturefd, LLC | 27,582 | $217.9 萬 | 0.07% | +2,678+10.8% | 加碼 |
| Altrafin AG | 27,453 | $216.9 萬 | 1.30% | −1,374−4.8% | 減碼 |
| Park Avenue Securities LLC | 27,416 | $216.6 萬 | 0.04% | −854−3.0% | 減碼 |
| InterOcean Capital Group, LLC | 27,420 | $216.6 萬 | 0.09% | +754+2.8% | 加碼 |