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 |
|---|---|---|---|---|---|
| Carroll Investors, Inc | 27,375 | $216.6 萬 | 1.75% | +27,375 | 新進 |
| Stolper Co | 27,275 | $215.5 萬 | 1.06% | +2,048+8.1% | 加碼 |
| Venture Visionary Partners LLC | 27,201 | $214.9 萬 | 0.17% | −1,396−4.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 27,006 | $213.4 萬 | 0.12% | −22,523−45.5% | 減碼 |
| Dimension Capital Management LLC | 26,940 | $212.9 萬 | 0.52% | −177−0.7% | 減碼 |
| Redpoint Investment Management Pty Ltd | 26,914 | $212.6 萬 | 0.31% | −2,055−7.1% | 減碼 |
| Great Diamond Partners, LLC | 26,834 | $212.0 萬 | 0.72% | +912+3.5% | 加碼 |
| Heron Financial Group, LLC | 26,718 | $211.1 萬 | 1.30% | +270+1.0% | 加碼 |
| TCG Advisory Services, LLC | 26,547 | $209.7 萬 | 0.63% | +913+3.6% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 26,524 | $209.6 萬 | 0.75% | +757+2.9% | 加碼 |
| Freedom Day Solutions, LLC | 26,421 | $208.7 萬 | 1.13% | −734−2.7% | 減碼 |
| Meeder Asset Management Inc | 26,388 | $208.5 萬 | 0.12% | +2,808+11.9% | 加碼 |
| Sepio Capital, LP | 26,241 | $207.3 萬 | 0.21% | +22,365+577.0% | 加碼 |
| Caldwell Trust Co | 26,234 | $207.3 萬 | 0.31% | +393+1.5% | 加碼 |
| L2 Asset Management, LLC | 26,221 | $207.2 萬 | 1.54% | +1,606+6.5% | 加碼 |
| Culbertson A N & Co Inc | 26,145 | $206.5 萬 | 0.48% | −160−0.6% | 減碼 |
| Morse Asset Management, Inc | 26,113 | $206.3 萬 | 0.78% | +3,150+13.7% | 加碼 |
| Pacer Advisors, Inc. | 25,738 | $203.4 萬 | 0.01% | +170+0.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 25,618 | $202.4 萬 | 0.10% | −7,266−22.1% | 減碼 |
| Centiva Capital, LP | 25,623 | $202.4 萬 | 0.15% | +25,623 | 新進 |
| HCR Wealth Advisors | 25,240 | $199.4 萬 | 0.42% | −301−1.2% | 減碼 |
| Greenwich Wealth Management LLC | 24,971 | $197.3 萬 | 0.21% | +336+1.4% | 加碼 |
| Cresset Asset Management, LLC | 24,967 | $197.2 萬 | 0.02% | −14,754−37.1% | 減碼 |
| Texas Yale Capital Corp. | 24,893 | $196.7 萬 | 0.13% | +238+1.0% | 加碼 |
| Clear Street Markets LLC | 24,779 | $195.8 萬 | 0.37% | +154+0.6% | 加碼 |
| AlphaCrest Capital Management LLC | 24,726 | $195.4 萬 | 0.12% | −4,658−15.9% | 減碼 |
| Copperwynd Financial, LLC | 24,388 | $192.7 萬 | 1.11% | +24,388 | 新進 |
| Koshinski Asset Management, Inc. | 24,200 | $191.2 萬 | 0.23% | −141−0.6% | 減碼 |
| Cerity Partners LLC | 24,183 | $191.2 萬 | 0.02% | +71+0.3% | 加碼 |
| Integrated Wealth Concepts LLC | 24,142 | $190.7 萬 | 0.06% | +919+4.0% | 加碼 |
| Desjardins Global Asset Management Inc. | 24,098 | $190.4 萬 | 0.24% | −4,419−15.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 24,021 | $189.8 萬 | 0.37% | +457+1.9% | 加碼 |
| Advisory Services Network, LLC | 23,819 | $188.2 萬 | 0.07% | +266+1.1% | 加碼 |
| Equitable Trust Co | 23,725 | $187.4 萬 | 0.16% | −339−1.4% | 減碼 |
| Arcus Capital Partners, LLC | 23,538 | $186.0 萬 | 0.78% | −153−0.6% | 減碼 |
| Baader Bank INC | 23,450 | $185.3 萬 | 0.16% | +4,850+26.1% | 加碼 |
| Griffin Asset Management, Inc. | 23,109 | $182.6 萬 | 0.30% | +606+2.7% | 加碼 |
| Hudson Canyon Capital Management | 23,100 | $182.5 萬 | 1.81% | −1,189−4.9% | 減碼 |
| TCTC Holdings, LLC | 23,090 | $182.4 萬 | 0.08% | 00.0% | 不變 |
| Boston Private Wealth LLC | 23,093 | $182.4 萬 | 0.03% | +3,479+17.7% | 加碼 |
| 55I, LLC | 23,016 | $181.9 萬 | 0.05% | +17,443+313.0% | 加碼 |
| Sumitomo Life Insurance Co | 22,581 | $178.4 萬 | 0.08% | −2,723−10.8% | 減碼 |
| Capital Investment Advisors, LLC | 22,500 | $177.8 萬 | 0.06% | +1,245+5.9% | 加碼 |
| Regions Financial Corp | 22,398 | $177.0 萬 | 0.02% | −662−2.9% | 減碼 |
| Alaethes Wealth LLC | 22,390 | $176.9 萬 | 1.30% | +807+3.7% | 加碼 |
| Verition Fund Management LLC | 22,365 | $176.7 萬 | 0.02% | −83,622−78.9% | 減碼 |
| Bank of New Hampshire | 22,354 | $176.6 萬 | 0.55% | −381−1.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 22,263 | $175.9 萬 | 0.10% | −3,107−12.2% | 減碼 |
| We Are One Seven, LLC | 20,212 | $174.5 萬 | 0.17% | −105−0.5% | 減碼 |
| Goodwin Daniel L | 22,000 | $173.8 萬 | 1.00% | 00.0% | 不變 |
| Cacti Asset Management LLC | 22,000 | $173.8 萬 | 0.18% | 00.0% | 不變 |
| Arrow Financial Corp | 21,970 | $173.6 萬 | 0.25% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 21,967 | $173.6 萬 | 0.13% | +93+0.4% | 加碼 |
| Clarius Group, LLC | 21,912 | $173.1 萬 | 0.17% | +569+2.7% | 加碼 |
| Leavell Investment Management, Inc. | 21,886 | $172.9 萬 | 0.14% | +2,369+12.1% | 加碼 |
| Snowden Capital Advisors LLC | 21,816 | $172.3 萬 | 0.08% | −1,249−5.4% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $172.2 萬 | 0.09% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 21,645 | $171.0 萬 | 0.50% | +425+2.0% | 加碼 |
| Balasa Dinverno & Foltz LLC | 21,578 | $170.5 萬 | 0.11% | +3,084+16.7% | 加碼 |
| Courier Capital LLC | 21,472 | $169.7 萬 | 0.21% | −444−2.0% | 減碼 |
| Neville Rodie & Shaw Inc | 21,430 | $169.3 萬 | 0.17% | −30,440−58.7% | 減碼 |
| Savant Capital, LLC | 21,155 | $167.1 萬 | 0.05% | −568−2.6% | 減碼 |
| Prudent Man Advisors, LLC | 21,088 | $166.6 萬 | 0.79% | +765+3.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,063 | $166.4 萬 | 0.05% | +242+1.2% | 加碼 |
| Opus Investment Management Inc | 21,000 | $165.9 萬 | 0.39% | 00.0% | 不變 |
| Deltec Asset Management LLC | 21,000 | $165.9 萬 | 0.41% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 20,798 | $164.3 萬 | 0.19% | +787+3.9% | 加碼 |
| Ascent Wealth Partners, LLC | 20,635 | $163.0 萬 | 0.39% | −1,356−6.2% | 減碼 |
| Gries Financial LLC | 20,616 | $162.9 萬 | 0.69% | +3,151+18.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 20,597 | $162.7 萬 | 0.04% | +951+4.8% | 加碼 |
| Convergence Investment Partners, LLC | 20,570 | $162.5 萬 | 1.06% | −87−0.4% | 減碼 |
| Ameliora Wealth Management Ltd. | 21,150 | $162.0 萬 | 0.88% | +21,150 | 新進 |
| Brown Brothers Harriman & Co | 20,472 | $161.7 萬 | 0.02% | +2,945+16.8% | 加碼 |
| Toroso Investments, LLC | 20,446 | $161.5 萬 | 0.07% | +714+3.6% | 加碼 |
| United Asset Strategies, Inc. | 20,428 | $161.4 萬 | 0.25% | +20,428 | 新進 |
| YorkBridge Wealth Partners, LLC | 20,250 | $160.0 萬 | 0.41% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 20,180 | $159.4 萬 | 0.62% | −1,253−5.8% | 減碼 |
| Apollon Wealth Management, LLC | 20,178 | $159.4 萬 | 0.13% | +5,370+36.3% | 加碼 |
| Cumberland Partners Ltd | 20,140 | $159.2 萬 | 0.17% | −198−1.0% | 減碼 |
| UBP Investment Advisors SA | 20,150 | $159.0 萬 | 0.82% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 20,060 | $158.5 萬 | 0.11% | −13,361−40.0% | 減碼 |
| Seven Eight Capital, LP | 20,044 | $158.4 萬 | 0.32% | +20,044 | 新進 |
| Cunning Capital Partners, LP | 19,870 | $157.0 萬 | 1.24% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 19,814 | $156.6 萬 | 0.02% | −997−4.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 19,629 | $155.1 萬 | 0.38% | −1,326−6.3% | 減碼 |
| Castleark Management LLC | 19,600 | $154.9 萬 | 0.09% | 00.0% | 不變 |
| Metis Global Partners, LLC | 19,552 | $154.5 萬 | 0.25% | −878−4.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 19,519 | $154.2 萬 | 0.13% | +1,735+9.8% | 加碼 |
| Modera Wealth Management, LLC | 19,026 | $150.3 萬 | 0.08% | −321−1.7% | 減碼 |
| Abbot Financial Management, Inc. | 19,020 | $150.3 萬 | 1.07% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 19,027 | $150.3 萬 | 0.14% | +313+1.7% | 加碼 |
| AdvisorNet Financial, Inc | 19,006 | $150.2 萬 | 0.15% | −4,495−19.1% | 減碼 |
| Redwood Investment Management, LLC | 18,948 | $149.7 萬 | 0.31% | +18,948 | 新進 |
| Charles Carroll Financial Partners, LLC | 18,828 | $148.8 萬 | 2.40% | −1,950−9.4% | 減碼 |
| Forum Financial Management, LP | 18,735 | $148.0 萬 | 0.07% | −203−1.1% | 減碼 |
| Brasada Capital Management, LP | 18,638 | $147.3 萬 | 0.35% | −7,473−28.6% | 減碼 |
| Pitcairn Co | 18,611 | $147.0 萬 | 0.16% | −619−3.2% | 減碼 |
| Keebeck Alpha, LP | 18,420 | $145.5 萬 | 0.78% | +1,062+6.1% | 加碼 |
| Two Sigma Securities, LLC | 18,377 | $145.2 萬 | 0.21% | +18,377 | 新進 |
| Veriti Management LLC | 18,359 | $145.1 萬 | 0.21% | +268+1.5% | 加碼 |