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 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Argent Advisors, Inc. | 2,680 | $22.8 萬 | 0.12% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 2,693 | $22.9 萬 | 0.35% | +2,693 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 2,689 | $22.9 萬 | 0.00% | −1,575−36.9% | 減碼 |
| Willow Creek Wealth Management Inc. | 2,697 | $22.9 萬 | 0.04% | +2,697 | 新進 |
| Oakworth Capital, Inc. | 2,700 | $23.0 萬 | 0.02% | −9−0.3% | 減碼 |
| Reik & Co., LLC | 2,703 | $23.0 萬 | 0.07% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 2,714 | $23.1 萬 | 0.13% | +10.0% | 加碼 |
| Broadleaf Partners, LLC | 2,719 | $23.1 萬 | 0.09% | 00.0% | 不變 |
| Doheny Asset Management | 2,726 | $23.2 萬 | 0.27% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,732 | $23.2 萬 | 0.17% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 2,740 | $23.3 萬 | 0.04% | +2,740 | 新進 |
| Harbour Investments, Inc. | 2,743 | $23.3 萬 | 0.01% | +354+14.8% | 加碼 |
| Wrapmanager Inc | 2,763 | $23.5 萬 | 0.08% | −7−0.3% | 減碼 |
| Raleigh Capital Management Inc. | 2,767 | $23.5 萬 | 0.12% | −235−7.8% | 減碼 |
| Novare Capital Management LLC | 2,775 | $23.6 萬 | 0.03% | +15+0.5% | 加碼 |
| Annapolis Financial Services, LLC | 2,797 | $23.8 萬 | 0.08% | −581−17.2% | 減碼 |
| Arkadios Wealth Advisors | 2,798 | $23.8 萬 | 0.03% | +2,798 | 新進 |
| Detalus Advisors, LLC | 2,800 | $23.8 萬 | 0.12% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 2,800 | $23.8 萬 | 0.05% | +2,800 | 新進 |
| Ellsworth Advisors, LLC | 2,472 | $23.9 萬 | 0.09% | +2,472 | 新進 |
| PFG Advisors | 2,812 | $23.9 萬 | 0.02% | +2,812 | 新進 |
| Pathway Financial Advisors LLC | 2,820 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Buffington Mohr McNeal | 2,825 | $24.0 萬 | 0.06% | −143−4.8% | 減碼 |
| Manchester Capital Management LLC | 2,836 | $24.1 萬 | 0.04% | −35−1.2% | 減碼 |
| Michael B. Yongue | 2,838 | $24.1 萬 | 0.23% | −30−1.0% | 減碼 |
| Concord Wealth Partners | 2,846 | $24.2 萬 | 0.07% | −2,817−49.7% | 減碼 |
| Ssi Investment Management LLC | 2,849 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Congress Park Capital LLC | 2,850 | $24.2 萬 | 0.15% | +100+3.6% | 加碼 |
| Vantage Consulting Group Inc | 2,869 | $24.4 萬 | 0.14% | −185−6.1% | 減碼 |
| Syntax Advisors, LLC | 2,869 | $24.4 萬 | 0.20% | −185−6.1% | 減碼 |
| Bedel Financial Consulting, Inc. | 2,878 | $24.5 萬 | 0.06% | +10.0% | 加碼 |
| Keystone Financial Group | 2,886 | $24.5 萬 | 0.05% | 00.0% | 不變 |
| Ascent Group, LLC | 2,890 | $24.6 萬 | 0.03% | +331+12.9% | 加碼 |
| GHP Investment Advisors, Inc. | 2,891 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,893 | $24.6 萬 | 0.03% | +173+6.4% | 加碼 |
| Perfromance Wealth Partners, LLC | 2,898 | $24.6 萬 | 0.01% | −53−1.8% | 減碼 |
| Navis Wealth Advisors, LLC | 2,900 | $24.7 萬 | 0.35% | +200+7.4% | 加碼 |
| Leisure Capital Management | 2,904 | $24.7 萬 | 0.13% | 00.0% | 不變 |
| American State Bank (Iowa) | 2,908 | $24.7 萬 | 0.19% | +48+1.7% | 加碼 |
| McLean Asset Management Corp | 2,918 | $24.8 萬 | 0.08% | −10.0% | 減碼 |
| Apriem Advisors | 2,936 | $25.0 萬 | 0.04% | 00.0% | 不變 |
| Norway Savings Bank | 2,943 | $25.0 萬 | 0.13% | +116+4.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 2,943 | $25.0 萬 | 0.06% | −125−4.1% | 減碼 |
| Valmark Advisers, Inc. | 2,953 | $25.1 萬 | 0.01% | +45+1.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,970 | $25.2 萬 | 0.06% | +9+0.3% | 加碼 |
| Enterprise Financial Services Corp | 2,965 | $25.2 萬 | 0.17% | +74+2.6% | 加碼 |
| Choate Investment Advisors | 2,966 | $25.2 萬 | 0.02% | −81−2.7% | 減碼 |
| Wimmer Associates 1, LLC | 2,968 | $25.2 萬 | 0.17% | +125+4.4% | 加碼 |
| Harrington Investments, INC | 2,975 | $25.3 萬 | 0.18% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 2,989 | $25.4 萬 | 0.01% | −39−1.3% | 減碼 |
| Fidelis Capital Partners, LLC | 2,903 | $25.4 萬 | 0.30% | +2,903 | 新進 |
| Raab & Moskowitz Asset Management LLC | 2,995 | $25.5 萬 | 0.10% | +25+0.8% | 加碼 |
| Kozak & Associates, Inc. | 2,994 | $25.5 萬 | 0.13% | +10.0% | 加碼 |
| Spirit of America Management Corp | 3,000 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Five Oceans Advisors | 3,017 | $25.7 萬 | 0.18% | −102−3.3% | 減碼 |
| Aprio Wealth Management, LLC | 3,025 | $25.7 萬 | 0.09% | +425+16.3% | 加碼 |
| IMPACTfolio, LLC | 3,033 | $25.8 萬 | 0.24% | +16+0.5% | 加碼 |
| M&G Investment Management Ltd | 3,036 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 3,046 | $25.9 萬 | 0.11% | −1,050−25.6% | 減碼 |
| First Affirmative Financial Network | 3,058 | $26.0 萬 | 0.31% | +272+9.8% | 加碼 |
| Spartan Planning & Wealth Management | 3,060 | $26.0 萬 | 0.32% | +3,060 | 新進 |
| Gratus Capital LLC | 3,067 | $26.1 萬 | 0.02% | −170,631−98.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,068 | $26.1 萬 | 0.07% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 3,074 | $26.1 萬 | 0.15% | −99−3.1% | 減碼 |
| Private Asset Management Inc | 3,082 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Centric Wealth Management | 3,095 | $26.3 萬 | 0.13% | −1,015−24.7% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 3,096 | $26.3 萬 | 0.02% | −194−5.9% | 減碼 |
| Stiles Financial Services Inc | 3,101 | $26.4 萬 | 0.15% | +22+0.7% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 3,120 | $26.5 萬 | 0.08% | −409−11.6% | 減碼 |
| O'Rourke & Company, Inc | 3,112 | $26.5 萬 | 0.21% | +103+3.4% | 加碼 |
| SOL Capital Management CO | 3,120 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| Objective Capital Management, LLC | 3,133 | $26.6 萬 | 0.26% | +78+2.6% | 加碼 |
| Stonnington Group, LLC | 3,000 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 2,688 | $26.7 萬 | 0.47% | +2,688 | 新進 |
| Manchester Financial Inc | 3,148 | $26.8 萬 | 0.07% | −435−12.1% | 減碼 |
| XTX Topco Ltd | 3,154 | $26.8 萬 | 0.06% | −12,609−80.0% | 減碼 |
| Janney Capital Management LLC | 3,162 | $26.9 萬 | 0.02% | +10.0% | 加碼 |
| Crewe Advisors LLC | 3,185 | $27.1 萬 | 0.04% | −148−4.4% | 減碼 |
| Bragg Financial Advisors, Inc | 3,187 | $27.1 萬 | 0.02% | −8−0.3% | 減碼 |
| SageView Advisory Group, LLC | 3,195 | $27.2 萬 | 0.02% | +3,195 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $27.2 萬 | 0.00% | −300−8.6% | 減碼 |
| Twin Focus Capital Partners, LLC | 3,210 | $27.3 萬 | 0.06% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 3,211 | $27.3 萬 | 0.09% | +3,211 | 新進 |
| KG&L Capital Management,LLC | 3,226 | $27.4 萬 | 0.16% | −1,425−30.6% | 減碼 |
| CNB Bank | 3,231 | $27.5 萬 | 0.17% | 00.0% | 不變 |
| NBT Bank N A | 3,232 | $27.5 萬 | 0.04% | +300+10.2% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $27.5 萬 | 0.38% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 3,242 | $27.6 萬 | 0.00% | +238+7.9% | 加碼 |
| Delta Financial Group, Inc. | 3,246 | $27.6 萬 | 0.12% | +3,246 | 新進 |
| RSM US Wealth Management LLC | 3,247 | $27.6 萬 | 0.01% | −193−5.6% | 減碼 |
| Girard Partners Ltd. | 3,248 | $27.6 萬 | 0.03% | +3,248 | 新進 |
| DGS Capital Management, LLC | 3,254 | $27.7 萬 | 0.18% | +6+0.2% | 加碼 |
| Valley National Advisers Inc | 3,104 | $27.7 萬 | 0.05% | −137−4.2% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,266 | $27.8 萬 | 0.05% | +3,266 | 新進 |
| Capital Advisors Inc | 3,280 | $27.9 萬 | 0.01% | +50+1.5% | 加碼 |
| American Trust | 3,283 | $27.9 萬 | 0.03% | −130−3.8% | 減碼 |
| Sepio Capital, LP | 3,293 | $28.0 萬 | 0.02% | −22,948−87.5% | 減碼 |
| RMR Wealth Builders | 3,308 | $28.1 萬 | 0.06% | −2,904−46.7% | 減碼 |
| Aspiriant, LLC | 3,315 | $28.2 萬 | 0.01% | +369+12.5% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,324 | $28.3 萬 | 0.25% | +38+1.2% | 加碼 |