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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 18,281 | $144.4 萬 | 0.09% | +8,967+96.3% | 加碼 |
| Insight Inv LLC | 18,185 | $143.7 萬 | 1.59% | −575−3.1% | 減碼 |
| Acropolis Investment Management, LLC | 18,184 | $143.7 萬 | 0.15% | +238+1.3% | 加碼 |
| Chemung Canal Trust Co | 18,101 | $143.0 萬 | 0.36% | −2,630−12.7% | 減碼 |
| Western Wealth Management, LLC | 17,989 | $142.3 萬 | 0.08% | +229+1.3% | 加碼 |
| Institute for Wealth Management, LLC. | 17,988 | $142.1 萬 | 0.32% | −90−0.5% | 減碼 |
| Two Sigma Investments, LP | 17,947 | $141.8 萬 | 0.00% | +17,947 | 新進 |
| NVWM, LLC | 17,875 | $141.2 萬 | 0.56% | +734+4.3% | 加碼 |
| IMC-Chicago, LLC | 17,836 | $140.9 萬 | 0.13% | +17,836 | 新進 |
| Wipfli Financial Advisors LLC, | 17,760 | $140.3 萬 | 0.10% | +17,760 | 新進 |
| Decatur Capital Management, Inc. | 17,742 | $140.2 萬 | 1.06% | −10.0% | 減碼 |
| PGGM Investments | 17,737 | $140.1 萬 | 0.02% | +17,737 | 新進 |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $140.0 萬 | 1.26% | −21,839−55.2% | 減碼 |
| Trust Investment Advisors | 17,430 | $137.7 萬 | 1.44% | −13−0.1% | 減碼 |
| Intrust Bank NA | 17,403 | $137.5 萬 | 0.21% | +788+4.7% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $136.9 萬 | 0.08% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 17,233 | $136.2 萬 | 0.13% | −6,539−27.5% | 減碼 |
| Checchi Capital Advisers, LLC | 17,195 | $135.9 萬 | 0.15% | −2,992−14.8% | 減碼 |
| Lloyd Park, LLC | 17,200 | $135.9 萬 | 1.68% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 17,190 | $135.8 萬 | 0.03% | +627+3.8% | 加碼 |
| Lazard Asset Management LLC | 17,118 | $135.1 萬 | 0.00% | −3,062−15.2% | 減碼 |
| Essex Investment Management Co LLC | 17,096 | $135.1 萬 | 0.22% | −653−3.7% | 減碼 |
| Ossiam | 17,087 | $135.0 萬 | 0.04% | −241,728−93.4% | 減碼 |
| Merit Financial Group, LLC | 16,958 | $134.0 萬 | 0.06% | −3,480−17.0% | 減碼 |
| Oak Asset Management, LLC | 16,953 | $133.9 萬 | 0.65% | +16,953 | 新進 |
| Strategic Advisors LLC | 16,884 | $133.4 萬 | 0.30% | +174+1.0% | 加碼 |
| Bryn Mawr Trust Co | 16,683 | $131.9 萬 | 0.06% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 16,666 | $131.7 萬 | 0.07% | −25,899−60.8% | 減碼 |
| Quantinno Capital Management LP | 16,613 | $131.3 萬 | 0.17% | +3,434+26.1% | 加碼 |
| Altman Advisors, Inc. | 16,605 | $131.2 萬 | 0.83% | +359+2.2% | 加碼 |
| Moors & Cabot, Inc. | 16,521 | $130.5 萬 | 0.10% | −15,343−48.2% | 減碼 |
| Community Bank, N.A. | 16,495 | $130.3 萬 | 0.20% | +2,039+14.1% | 加碼 |
| Congress Wealth Management LLC | 16,468 | $130.1 萬 | 0.04% | +5,061+44.4% | 加碼 |
| Foundations Investment Advisors, LLC | 16,415 | $129.7 萬 | 0.06% | +4,681+39.9% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 16,353 | $129.2 萬 | 0.36% | +16,353 | 新進 |
| Allen Investment Management LLC | 16,314 | $128.9 萬 | 0.02% | −343−2.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 16,198 | $127.9 萬 | 0.29% | +12,589+348.8% | 加碼 |
| Argus Investors' Counsel, Inc. | 16,120 | $127.4 萬 | 1.13% | −5,300−24.7% | 減碼 |
| King Luther Capital Management Corp | 16,128 | $127.4 萬 | 0.01% | −588−3.5% | 減碼 |
| Am Investment Strategies LLC | 16,081 | $127.1 萬 | 0.47% | +115+0.7% | 加碼 |
| IFG Advisory, LLC | 16,084 | $127.0 萬 | 0.12% | +9,421+141.4% | 加碼 |
| White Pine Capital LLC | 16,060 | $126.9 萬 | 0.53% | +195+1.2% | 加碼 |
| ARGI Investment Services, LLC | 16,032 | $126.7 萬 | 0.04% | +616+4.0% | 加碼 |
| United Capital Financial Advisers, LLC | 15,990 | $126.3 萬 | 0.01% | −1,548−8.8% | 減碼 |
| Meridian Wealth Management, LLC | 15,954 | $126.1 萬 | 0.14% | −525−3.2% | 減碼 |
| Central Bank & Trust Co | 15,906 | $125.7 萬 | 0.27% | +5,733+56.4% | 加碼 |
| 1st Source Bank | 15,779 | $124.7 萬 | 0.09% | −120−0.8% | 減碼 |
| Trust Asset Management LLC | 15,782 | $124.7 萬 | 0.17% | +979+6.6% | 加碼 |
| XTX Topco Ltd | 15,763 | $124.5 萬 | 0.31% | +15,763 | 新進 |
| Cigna Investments Inc | 15,727 | $124.2 萬 | 0.28% | −1,170−6.9% | 減碼 |
| CoreCap Advisors, LLC | 15,647 | $123.6 萬 | 0.10% | +1,484+10.5% | 加碼 |
| Bradley Foster & Sargent Inc | 15,523 | $122.6 萬 | 0.03% | −111−0.7% | 減碼 |
| Mystic Asset Management, Inc. | 15,520 | $122.6 萬 | 0.79% | +190+1.2% | 加碼 |
| Kinneret Advisory, LLC | 15,340 | $121.2 萬 | 0.17% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 15,288 | $120.8 萬 | 0.02% | +5,886+62.6% | 加碼 |
| Diligent Investors, LLC | 15,276 | $120.7 萬 | 0.43% | +20.0% | 加碼 |
| Somerset Trust Co | 15,182 | $120.0 萬 | 0.56% | +368+2.5% | 加碼 |
| Long Run Wealth Advisors, LLC | 15,015 | $118.6 萬 | 0.47% | +2,316+18.2% | 加碼 |
| Ballentine Partners, LLC | 15,004 | $118.5 萬 | 0.04% | +1,720+12.9% | 加碼 |
| Parkside Investments, LLC | 15,000 | $118.5 萬 | 0.25% | +3,000+25.0% | 加碼 |
| Financial Counselors Inc | 14,917 | $117.9 萬 | 0.03% | −168−1.1% | 減碼 |
| Wolff Wiese Magana LLC | 14,872 | $117.5 萬 | 0.94% | +12,721+591.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 14,843 | $117.3 萬 | 0.30% | −325−2.1% | 減碼 |
| Profund Advisors LLC | 14,852 | $117.3 萬 | 0.08% | −271−1.8% | 減碼 |
| Ashburton (Jersey) Ltd | 14,822 | $117.1 萬 | 0.70% | +14,822 | 新進 |
| Vise Technologies, Inc. | 14,774 | $116.7 萬 | 0.44% | +3,572+31.9% | 加碼 |
| Chesapeake Wealth Management | 14,725 | $116.4 萬 | 0.53% | +3,500+31.2% | 加碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $116.1 萬 | 0.56% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 14,605 | $115.4 萬 | 1.10% | +680+4.9% | 加碼 |
| SevenBridge Financial Group, LLC | 14,565 | $115.1 萬 | 0.39% | −74−0.5% | 減碼 |
| Sowell Financial Services LLC | 14,501 | $114.6 萬 | 0.12% | −3,050−17.4% | 減碼 |
| Duff & Phelps Investment Management Co | 14,501 | $114.6 萬 | 0.01% | −1,110−7.1% | 減碼 |
| Compton Wealth Advisory Group, LLC | 14,496 | $114.5 萬 | 0.49% | +283+2.0% | 加碼 |
| South State Corp. | 14,470 | $114.3 萬 | 0.11% | −833−5.4% | 減碼 |
| Zullo Investment Group, Inc. | 14,415 | $113.9 萬 | 0.74% | +49+0.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 14,269 | $112.7 萬 | 0.17% | −53−0.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 14,158 | $111.8 萬 | 0.32% | +937+7.1% | 加碼 |
| S&CO Inc | 13,915 | $109.9 萬 | 0.10% | −20.0% | 減碼 |
| Harbor Investment Advisory, LLC | 13,915 | $109.9 萬 | 0.18% | +2,140+18.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 24,884 | $109.5 萬 | 0.03% | −926−3.6% | 減碼 |
| Columbia Trust Co 01012016 | 13,845 | $109.4 萬 | 0.62% | +552+4.2% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 13,744 | $108.6 萬 | 0.43% | −597−4.2% | 減碼 |
| Abbrea Capital, LLC | 13,657 | $107.9 萬 | 0.20% | +422+3.2% | 加碼 |
| Conning Inc. | 13,613 | $107.6 萬 | 0.04% | −1,579−10.4% | 減碼 |
| Boston Partners | 13,568 | $107.2 萬 | 0.00% | +271+2.0% | 加碼 |
| Eidelman Virant Capital | 13,400 | $107.1 萬 | 0.79% | 00.0% | 不變 |
| Howland Capital Management LLC | 13,527 | $106.9 萬 | 0.07% | 00.0% | 不變 |
| Strategic Investment Advisors | 13,508 | $106.7 萬 | 0.24% | −762−5.3% | 減碼 |
| Systematic Financial Management LP | 13,500 | $106.7 萬 | 0.04% | 00.0% | 不變 |
| Excalibur Management Corp | 13,481 | $106.5 萬 | 0.60% | −31−0.2% | 減碼 |
| Horizon Investments, LLC | 13,612 | $106.5 萬 | 0.03% | +1,536+12.7% | 加碼 |
| Investors Research Corp | 13,416 | $106.0 萬 | 0.32% | 00.0% | 不變 |
| Wealth Effects LLC | 13,303 | $105.1 萬 | 0.64% | −14−0.1% | 減碼 |
| Lake Street Advisors Group, LLC | 13,262 | $104.8 萬 | 0.08% | −284−2.1% | 減碼 |
| Atlas Private Wealth Management | 13,175 | $104.1 萬 | 0.75% | +536+4.2% | 加碼 |
| Citizens Financial Group Inc | 13,127 | $103.7 萬 | 0.05% | −486−3.6% | 減碼 |
| Waterfront Wealth Inc. | 12,583 | $103.5 萬 | 0.39% | −1,494−10.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,000 | $102.7 萬 | 0.01% | +2,500+23.8% | 加碼 |
| Fund Management at Engine No. 1 LLC | 12,875 | $101.7 萬 | 0.30% | −1,257−8.9% | 減碼 |
| FourThought Financial, LLC | 12,843 | $101.5 萬 | 0.15% | −245−1.9% | 減碼 |