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 |
|---|---|---|---|---|---|
| Silvia McColl Wealth Management, LLC | 5,725 | $48.7 萬 | 0.48% | +5,725 | 新進 |
| KLCM Advisors, Inc. | 5,747 | $48.9 萬 | 0.10% | +1,100+23.7% | 加碼 |
| Arete Wealth Advisors, LLC | 5,754 | $48.9 萬 | 0.04% | −36−0.6% | 減碼 |
| Rehmann Capital Advisory Group | 5,778 | $49.1 萬 | 0.05% | −409−6.6% | 減碼 |
| Wealth Effects LLC | 5,804 | $49.3 萬 | 0.28% | −7,499−56.4% | 減碼 |
| Insight 2811, Inc. | 5,815 | $49.4 萬 | 0.31% | +41+0.7% | 加碼 |
| Thomas White International Ltd | 5,820 | $49.5 萬 | 0.11% | 00.0% | 不變 |
| Claro Advisors LLC | 5,842 | $49.7 萬 | 0.16% | +348+6.3% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,843 | $49.7 萬 | 0.19% | +1,970+50.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,846 | $49.7 萬 | 0.11% | +1,176+25.2% | 加碼 |
| First Foundation Advisors | 5,849 | $49.7 萬 | 0.02% | +488+9.1% | 加碼 |
| Smithfield Trust Co | 5,823 | $49.8 萬 | 0.03% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 5,868 | $49.9 萬 | 0.00% | −371−5.9% | 減碼 |
| First County Bank | 5,888 | $50.1 萬 | 0.24% | +5,888 | 新進 |
| Boston Financial Mangement LLC | 5,923 | $50.4 萬 | 0.02% | +250+4.4% | 加碼 |
| First Interstate Bank | 5,928 | $50.4 萬 | 0.04% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 5,936 | $50.5 萬 | 0.05% | +12+0.2% | 加碼 |
| M Holdings Securities, Inc. | 5,944 | $50.5 萬 | 0.05% | −128−2.1% | 減碼 |
| Heritage Wealth Advisors | 5,941 | $50.5 萬 | 0.03% | −342−5.4% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,950 | $50.6 萬 | 0.26% | +5,950 | 新進 |
| Adirondack Trust Co | 6,004 | $51.0 萬 | 0.26% | +29+0.5% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 6,005 | $51.1 萬 | 0.19% | −29−0.5% | 減碼 |
| Berger Financial Group, Inc | 6,044 | $51.4 萬 | 0.07% | +10.0% | 加碼 |
| Unigestion Holding SA | 6,057 | $51.6 萬 | 0.03% | +6,057 | 新進 |
| Clifford Group, LLC | 6,102 | $51.9 萬 | 0.65% | +6,102 | 新進 |
| Kistler-Tiffany Companies, LLC | 6,143 | $52.2 萬 | 0.11% | +424+7.4% | 加碼 |
| Rossmore Private Capital | 6,144 | $52.2 萬 | 0.08% | +301+5.2% | 加碼 |
| Peoples Financial Services Corp. | 6,146 | $52.3 萬 | 0.24% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,157 | $52.3 萬 | 0.01% | −414−6.3% | 減碼 |
| Cantor Fitzgerald, L. P. | 6,187 | $52.6 萬 | 0.01% | +6,187 | 新進 |
| Castle Wealth Management LLC | 6,205 | $52.8 萬 | 0.33% | +278+4.7% | 加碼 |
| Americana Partners, LLC | 6,211 | $52.8 萬 | 0.09% | +1,749+39.2% | 加碼 |
| Zions Bancorporation, N.A. | 6,213 | $52.8 萬 | 0.04% | +703+12.8% | 加碼 |
| Chapin Davis, Inc. | 6,214 | $52.8 萬 | 0.31% | +6,214 | 新進 |
| Strategic Wealth Partners, Ltd. | 6,232 | $53.0 萬 | 0.10% | +1,014+19.4% | 加碼 |
| US Asset Management LLC | 6,231 | $53.0 萬 | 0.57% | +6,231 | 新進 |
| Chicago Wealth Management, Inc. | 6,243 | $53.1 萬 | 0.46% | 00.0% | 不變 |
| One River Asset Management, LLC | 6,235 | $53.1 萬 | 0.36% | +6,235 | 新進 |
| Geller Advisors LLC | 6,251 | $53.1 萬 | 0.09% | +85+1.4% | 加碼 |
| Sippican Capital Advisors | 6,273 | $53.3 萬 | 0.51% | +695+12.5% | 加碼 |
| DRW Securities, LLC | 6,289 | $53.5 萬 | 0.11% | +6,289 | 新進 |
| Gladstone Institutional Advisory LLC | 6,305 | $53.6 萬 | 0.04% | −1,043−14.2% | 減碼 |
| Personal Cfo Solutions, LLC | 6,314 | $53.7 萬 | 0.11% | −298−4.5% | 減碼 |
| Pacitti Group Inc. | 6,322 | $53.7 萬 | 0.42% | −217−3.3% | 減碼 |
| Wharton Business Group, LLC | 6,329 | $53.8 萬 | 0.03% | 00.0% | 不變 |
| Brown Capital Management LLC | 6,350 | $54.0 萬 | 0.01% | −105−1.6% | 減碼 |
| Transatlantique Private Wealth LLC | 6,346 | $54.0 萬 | 0.32% | +725+12.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,380 | $54.2 萬 | 0.12% | +50+0.8% | 加碼 |
| Mission Wealth Management, LP | 6,384 | $54.3 萬 | 0.03% | +1,827+40.1% | 加碼 |
| Visionary Wealth Advisors | 6,390 | $54.3 萬 | 0.05% | −425−6.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,433 | $54.7 萬 | 0.04% | +20.0% | 加碼 |
| First National Advisers, LLC | 6,435 | $54.7 萬 | 0.70% | +667+11.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 6,475 | $55.1 萬 | 0.01% | +1,818+39.0% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $55.1 萬 | 0.05% | 00.0% | 不變 |
| Cooper Financial Group | 6,488 | $55.2 萬 | 0.17% | +491+8.2% | 加碼 |
| Financial Management Professionals, Inc. | 6,489 | $55.2 萬 | 0.11% | +1,122+20.9% | 加碼 |
| Community Bank of Raymore | 6,540 | $55.6 萬 | 0.20% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 6,565 | $55.8 萬 | 0.11% | +500+8.2% | 加碼 |
| Arbor Investment Advisors, LLC | 6,569 | $55.8 萬 | 0.11% | +1,098+20.1% | 加碼 |
| Graypoint LLC | 6,602 | $56.1 萬 | 0.07% | +528+8.7% | 加碼 |
| Harbor Advisors LLC | 6,608 | $56.2 萬 | 0.14% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 6,659 | $56.6 萬 | 0.14% | −34−0.5% | 減碼 |
| Lake Street Financial LLC | 6,657 | $56.6 萬 | 0.12% | −1,841−21.7% | 減碼 |
| Laidlaw Wealth Management LLC | 6,688 | $56.9 萬 | 0.12% | +4+0.1% | 加碼 |
| Ibex Wealth Advisors | 6,707 | $57.0 萬 | 0.13% | +6,707 | 新進 |
| Insigneo Advisory Services, LLC | 6,715 | $57.1 萬 | 0.22% | +6,715 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,722 | $57.2 萬 | 0.03% | +192+2.9% | 加碼 |
| Sentry Investment Management LLC | 6,724 | $57.2 萬 | 0.25% | −2,864−29.9% | 減碼 |
| Prio Wealth Limited Partnership | 6,732 | $57.2 萬 | 0.02% | −597−8.1% | 減碼 |
| David Loasby | 6,404 | $57.3 萬 | 0.08% | +3,212+100.6% | 加碼 |
| Evergreen Capital Management LLC | 6,750 | $57.4 萬 | 0.03% | +21+0.3% | 加碼 |
| Somerville Kurt F | 6,840 | $58.2 萬 | 0.11% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 6,868 | $58.4 萬 | 0.32% | 00.0% | 不變 |
| Orca Investment Management, LLC | 6,922 | $58.9 萬 | 0.75% | +16+0.2% | 加碼 |
| IFG Advisors, LLC | 6,932 | $58.9 萬 | 0.26% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 6,942 | $59.0 萬 | 0.06% | +3,619+108.9% | 加碼 |
| EP Wealth Advisors, LLC | 6,964 | $59.2 萬 | 0.01% | +6,964 | 新進 |
| Circle Wealth Management, LLC | 6,972 | $59.3 萬 | 0.09% | −2,070−22.9% | 減碼 |
| RFG Advisory, LLC | 5,979 | $59.5 萬 | 0.03% | +312+5.5% | 加碼 |
| Miracle Mile Advisors, LLC | 7,004 | $59.5 萬 | 0.02% | +377+5.7% | 加碼 |
| Caerus Investment Advisors, LLC | 7,010 | $59.6 萬 | 0.90% | −3,069−30.4% | 減碼 |
| DFPG Investments, LLC | 6,673 | $59.7 萬 | 0.10% | +6,673 | 新進 |
| Dynamic Advisor Solutions LLC | 7,024 | $59.7 萬 | 0.04% | −28,364−80.2% | 減碼 |
| Lokken Investment Group LLC | 7,047 | $59.9 萬 | 0.47% | −38−0.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 7,055 | $60.0 萬 | 0.07% | −150−2.1% | 減碼 |
| Kovack Advisors, Inc. | 7,070 | $60.1 萬 | 0.09% | −736−9.4% | 減碼 |
| Hyman Charles D | 7,079 | $60.2 萬 | 0.04% | 00.0% | 不變 |
| Western Wealth Management, LLC | 7,115 | $60.5 萬 | 0.06% | −10,874−60.4% | 減碼 |
| Mechanics Financial Corp | 7,121 | $60.5 萬 | 0.36% | 00.0% | 不變 |
| Viawealth, LLC | 6,928 | $60.7 萬 | 0.50% | +6,928 | 新進 |
| Northern Financial Advisors Inc | 7,144 | $60.7 萬 | 0.69% | +7,144 | 新進 |
| HM Payson & Co | 7,152 | $60.8 萬 | 0.02% | +115+1.6% | 加碼 |
| Aspire Private Capital, LLC | 7,164 | $60.9 萬 | 0.22% | +267+3.9% | 加碼 |
| Gryphon Financial Partners LLC | 7,194 | $61.2 萬 | 0.15% | −1,567−17.9% | 減碼 |
| Perpetual Investment Management Ltd | 7,200 | $61.2 萬 | 0.07% | 00.0% | 不變 |
| Robotti Robert | 7,215 | $61.3 萬 | 0.12% | −2,000−21.7% | 減碼 |
| Quilter Plc | 7,240 | $61.6 萬 | 0.02% | −140−1.9% | 減碼 |
| Capital Asset Advisory Services LLC | 7,284 | $61.9 萬 | 0.05% | +3,396+87.3% | 加碼 |
| Strategic Blueprint, LLC | 7,311 | $62.2 萬 | 0.07% | −620−7.8% | 減碼 |
| Renaissance Investment Group LLC | 7,340 | $62.4 萬 | 0.19% | −550−7.0% | 減碼 |