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 4 季 13F 持有人
Morgan Stanley 在 2022/12/31 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
- 1,682
- 較 2022 年第 3 季 +130 家
- 持有股數
- 14.1 億
- 較 2022 年第 3 季 −826.9 萬 (−0.6%)
- 總市值
- $1,202 億
- 較 2022 年第 3 季 +$77.9 億 (+6.9%)
- 新進機構
- 218
- 另有 608 家加碼
- 清倉機構
- 88
- 另有 626 家減碼
另有 34 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cunning Capital Partners, LP | 19,870 | $168.9 萬 | 1.20% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 19,960 | $169.7 萬 | 0.04% | −1,103−5.2% | 減碼 |
| Paralel Advisors LLC | 20,224 | $171.9 萬 | 0.10% | +20,224 | 新進 |
| YorkBridge Wealth Partners, LLC | 20,250 | $172.2 萬 | 0.44% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 20,475 | $174.1 萬 | 0.03% | −122−0.6% | 減碼 |
| Two Sigma Securities, LLC | 20,488 | $174.2 萬 | 0.25% | +2,111+11.5% | 加碼 |
| Veriti Management LLC | 20,529 | $174.5 萬 | 0.23% | +2,170+11.8% | 加碼 |
| Community Bank, N.A. | 20,570 | $174.9 萬 | 0.24% | +4,075+24.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 20,706 | $176.0 萬 | 0.17% | −92−0.4% | 減碼 |
| Opus Investment Management Inc | 21,000 | $178.5 萬 | 0.64% | 00.0% | 不變 |
| Portman Square Capital LLP | 21,082 | $179.2 萬 | 0.88% | +21,082 | 新進 |
| Ameliora Wealth Management Ltd. | 21,150 | $179.8 萬 | 0.96% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 21,170 | $180.0 萬 | 0.14% | +1,651+8.5% | 加碼 |
| Bleakley Financial Group, LLC | 21,174 | $180.0 萬 | 0.06% | +21,174 | 新進 |
| Toroso Investments, LLC | 21,245 | $180.6 萬 | 0.07% | +799+3.9% | 加碼 |
| Perigon Wealth Management, LLC | 21,284 | $181.0 萬 | 0.11% | +9,443+79.7% | 加碼 |
| Sowell Financial Services LLC | 21,380 | $181.8 萬 | 0.12% | +6,879+47.4% | 加碼 |
| Courier Capital LLC | 21,397 | $181.9 萬 | 0.21% | −75−0.3% | 減碼 |
| Park Avenue Securities LLC | 21,449 | $182.4 萬 | 0.03% | −5,967−21.8% | 減碼 |
| Westwood Holdings Group Inc. | 21,451 | $182.4 萬 | 0.02% | +1,637+8.3% | 加碼 |
| Capital Investment Advisors, LLC | 21,510 | $182.9 萬 | 0.06% | −990−4.4% | 減碼 |
| Horizon Investments, LLC | 21,758 | $183.5 萬 | 0.05% | +8,146+59.8% | 加碼 |
| IPG Investment Advisors LLC | 21,675 | $184.3 萬 | 0.51% | −18,600−46.2% | 減碼 |
| Bank of New Hampshire | 21,686 | $184.4 萬 | 0.56% | −668−3.0% | 減碼 |
| InterOcean Capital Group, LLC | 21,705 | $184.5 萬 | 0.07% | −5,715−20.8% | 減碼 |
| Cresset Asset Management, LLC | 27,697 | $184.6 萬 | 0.02% | +2,730+10.9% | 加碼 |
| Hudson Canyon Capital Management | 21,727 | $184.7 萬 | 1.71% | −1,373−5.9% | 減碼 |
| PGGM Investments | 21,739 | $184.8 萬 | 0.03% | +4,002+22.6% | 加碼 |
| Integrated Wealth Concepts LLC | 21,748 | $184.9 萬 | 0.05% | −2,394−9.9% | 減碼 |
| Savant Capital, LLC | 21,827 | $185.1 萬 | 0.05% | +672+3.2% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $185.3 萬 | 0.09% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 21,823 | $185.5 萬 | 0.44% | +178+0.8% | 加碼 |
| Arrow Financial Corp | 21,893 | $186.2 萬 | 0.25% | −77−0.4% | 減碼 |
| Ascent Wealth Partners, LLC | 21,913 | $186.2 萬 | 0.40% | +1,278+6.2% | 加碼 |
| Goodwin Daniel L | 22,000 | $187.0 萬 | 0.95% | 00.0% | 不變 |
| Cacti Asset Management LLC | 22,000 | $187.0 萬 | 0.18% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 22,011 | $187.1 萬 | 0.13% | +1,833+9.1% | 加碼 |
| Sumitomo Life Insurance Co | 22,134 | $188.2 萬 | 0.14% | −447−2.0% | 減碼 |
| Boston Private Wealth LLC | 22,143 | $188.3 萬 | 0.03% | −950−4.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 22,343 | $190.0 萬 | 0.35% | +2,714+13.8% | 加碼 |
| Verition Fund Management LLC | 22,383 | $190.3 萬 | 0.04% | +18+0.1% | 加碼 |
| United Asset Strategies, Inc. | 22,423 | $190.6 萬 | 0.27% | +1,995+9.8% | 加碼 |
| We Are One Seven, LLC | 22,466 | $191.0 萬 | 0.19% | +2,254+11.2% | 加碼 |
| Clarius Group, LLC | 22,659 | $192.6 萬 | 0.17% | +747+3.4% | 加碼 |
| Caas Capital Management LP | 22,700 | $193.0 萬 | 0.37% | +22,700 | 新進 |
| Convergence Investment Partners, LLC | 23,015 | $195.7 萬 | 1.16% | +2,445+11.9% | 加碼 |
| TCTC Holdings, LLC | 23,090 | $196.3 萬 | 0.08% | 00.0% | 不變 |
| Stolper Co | 23,167 | $197.0 萬 | 0.86% | −4,108−15.1% | 減碼 |
| Equitable Trust Co | 23,396 | $198.9 萬 | 0.16% | −329−1.4% | 減碼 |
| Private Advisor Group, LLC | 91,367 | $199.5 萬 | 0.10% | +6,082+7.1% | 加碼 |
| Prudent Man Advisors, LLC | 23,533 | $200.1 萬 | 0.81% | +2,445+11.6% | 加碼 |
| Arcus Capital Partners, LLC | 23,538 | $200.1 萬 | 0.80% | 00.0% | 不變 |
| Aigen Investment Management, LP | 23,540 | $200.1 萬 | 0.28% | +11,241+91.4% | 加碼 |
| Koshinski Asset Management, Inc. | 23,836 | $202.7 萬 | 0.20% | −364−1.5% | 減碼 |
| Regions Financial Corp | 23,865 | $202.9 萬 | 0.02% | +1,467+6.5% | 加碼 |
| Griffin Asset Management, Inc. | 24,093 | $204.8 萬 | 0.31% | +984+4.3% | 加碼 |
| HCR Wealth Advisors | 24,248 | $206.2 萬 | 0.43% | −992−3.9% | 減碼 |
| Ballentine Partners, LLC | 24,268 | $206.3 萬 | 0.06% | +9,264+61.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 24,479 | $208.1 萬 | 0.34% | +458+1.9% | 加碼 |
| Advisory Services Network, LLC | 24,500 | $208.3 萬 | 0.06% | +681+2.9% | 加碼 |
| Greenwich Wealth Management LLC | 24,766 | $210.6 萬 | 0.23% | −205−0.8% | 減碼 |
| Meeder Advisory Services, Inc. | 24,798 | $210.8 萬 | 0.27% | +24,798 | 新進 |
| Altrafin AG | 24,864 | $211.4 萬 | 1.24% | −2,589−9.4% | 減碼 |
| Texas Yale Capital Corp. | 24,908 | $211.8 萬 | 0.12% | +15+0.1% | 加碼 |
| Foster & Motley Inc | 25,091 | $213.3 萬 | 0.18% | −6,118−19.6% | 減碼 |
| Vident Investment Advisory, LLC | 25,255 | $214.7 萬 | 0.08% | +8,983+55.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 25,353 | $215.6 萬 | 0.13% | +7,072+38.7% | 加碼 |
| Freedom Day Solutions, LLC | 25,497 | $216.8 萬 | 1.08% | −924−3.5% | 減碼 |
| Lakeview Capital Partners, LLC | 22,746 | $218.3 萬 | 0.70% | −7,292−24.3% | 減碼 |
| HAP Trading, LLC | 25,765 | $219.1 萬 | 0.36% | −10,915−29.8% | 減碼 |
| Caldwell Trust Co | 26,153 | $222.4 萬 | 0.31% | −81−0.3% | 減碼 |
| Culbertson A N & Co Inc | 26,185 | $222.6 萬 | 0.47% | +40+0.2% | 加碼 |
| L2 Asset Management, LLC | 26,442 | $224.8 萬 | 1.45% | +221+0.8% | 加碼 |
| Great Diamond Partners, LLC | 26,777 | $227.7 萬 | 0.70% | −57−0.2% | 減碼 |
| Dimension Capital Management LLC | 26,940 | $229.0 萬 | 0.53% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 26,951 | $229.1 萬 | 0.09% | +26,951 | 新進 |
| Heron Financial Group, LLC | 26,676 | $229.2 萬 | 1.53% | −42−0.2% | 減碼 |
| Next Level Private LLC | 26,248 | $230.0 萬 | 1.69% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 27,076 | $230.2 萬 | 0.17% | −125−0.5% | 減碼 |
| Carroll Investors, Inc | 27,312 | $232.3 萬 | 2.46% | −63−0.2% | 減碼 |
| Signaturefd, LLC | 27,516 | $233.9 萬 | 0.07% | −66−0.2% | 減碼 |
| Union Heritage Capital, LLC | 27,747 | $235.9 萬 | 1.44% | 00.0% | 不變 |
| Hoey Investments, Inc | 27,852 | $236.8 萬 | 1.03% | −3,725−11.8% | 減碼 |
| Centiva Capital, LP | 28,145 | $239.3 萬 | 0.20% | +2,522+9.8% | 加碼 |
| Axxcess Wealth Management, LLC | 28,152 | $239.4 萬 | 0.20% | −724−2.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,190 | $239.7 萬 | 0.03% | −140.0% | 減碼 |
| Ritholtz Wealth Management | 28,252 | $240.2 萬 | 0.13% | −7,237−20.4% | 減碼 |
| Morse Asset Management, Inc | 28,298 | $240.6 萬 | 0.87% | +2,185+8.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,340 | $240.9 萬 | 0.10% | −99,166−77.8% | 減碼 |
| Pacer Advisors, Inc. | 29,092 | $247.3 萬 | 0.01% | +3,354+13.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 29,242 | $248.6 萬 | 0.02% | −52,344−64.2% | 減碼 |
| Carret Asset Management, LLC | 29,353 | $249.6 萬 | 0.34% | −70−0.2% | 減碼 |
| LMCG Investments, LLC | 29,561 | $251.3 萬 | 0.18% | −891−2.9% | 減碼 |
| Palisade Asset Management, LLC | 29,616 | $251.8 萬 | 0.29% | +522+1.8% | 加碼 |
| Mark Stevens | 29,774 | $253.2 萬 | 0.33% | −6,401−17.7% | 減碼 |
| Cyndeo Wealth Partners, LLC | 29,900 | $254.2 萬 | 0.30% | +29,900 | 新進 |
| Lipe & Dalton | 29,982 | $254.9 萬 | 1.47% | −848−2.8% | 減碼 |
| Gifford Fong Associates | 30,000 | $255.1 萬 | 0.58% | 00.0% | 不變 |
| Quantinno Capital Management LP | 30,131 | $256.2 萬 | 0.19% | +13,518+81.4% | 加碼 |
| Lazard Asset Management LLC | 30,292 | $257.5 萬 | 0.00% | +13,174+77.0% | 加碼 |