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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 7,399 | $62.9 萬 | 0.00% | −1,510−16.9% | 減碼 |
| Bank of Hawaii | 7,428 | $63.2 萬 | 0.04% | −135−1.8% | 減碼 |
| Shufro Rose & Co LLC | 7,495 | $63.7 萬 | 0.05% | −17−0.2% | 減碼 |
| Auto-Owners Insurance Co | 7,500 | $63.8 萬 | 0.02% | +7,500 | 新進 |
| Sendero Wealth Management, LLC | 7,554 | $64.2 萬 | 0.23% | −1,026−12.0% | 減碼 |
| HighTower Trust Services, LTA | 7,615 | $64.3 萬 | 0.06% | +2,274+42.6% | 加碼 |
| Park Edge Advisors, LLC | 7,588 | $64.5 萬 | 0.28% | +7,588 | 新進 |
| West Oak Capital, LLC | 7,614 | $64.7 萬 | 0.34% | +245+3.3% | 加碼 |
| Canton Hathaway, LLC | 7,627 | $64.8 萬 | 0.23% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7,638 | $64.9 萬 | 0.03% | −381−4.8% | 減碼 |
| Royal Fund Management, LLC | 7,643 | $65.0 萬 | 0.11% | +533+7.5% | 加碼 |
| Maltin Wealth Management, Inc. | 7,666 | $65.2 萬 | 0.47% | −154−2.0% | 減碼 |
| Csenge Advisory Group | 7,673 | $65.2 萬 | 0.05% | −385−4.8% | 減碼 |
| Mint Tower Capital Management B.V. | 7,700 | $65.5 萬 | 0.07% | +7,700 | 新進 |
| Leuthold Group, LLC | 7,764 | $66.0 萬 | 0.09% | −58,450−88.3% | 減碼 |
| Burke & Herbert Bank & Trust Co | 7,769 | $66.1 萬 | 0.49% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 7,779 | $66.2 萬 | 0.03% | +203+2.7% | 加碼 |
| Hilltop Holdings Inc. | 7,801 | $66.3 萬 | 0.09% | +116+1.5% | 加碼 |
| Cim Investment Mangement Inc | 7,828 | $66.6 萬 | 0.26% | −209−2.6% | 減碼 |
| Berkshire Bank | 7,831 | $66.6 萬 | 0.20% | +174+2.3% | 加碼 |
| Johnson & White Wealth Management, LLC | 3,709 | $66.6 萬 | 0.98% | +3,709 | 新進 |
| Meridian Investment Counsel Inc. | 7,856 | $66.8 萬 | 0.27% | 00.0% | 不變 |
| Busey Wealth Management | 7,864 | $66.9 萬 | 0.03% | +1,302+19.8% | 加碼 |
| Riverwater Partners LLC | 7,907 | $67.2 萬 | 0.57% | +4,607+139.6% | 加碼 |
| Resurgent Financial Advisors LLC | 7,925 | $67.4 萬 | 0.36% | +296+3.9% | 加碼 |
| DF Dent & Co Inc | 7,953 | $67.6 萬 | 0.01% | +3,628+83.9% | 加碼 |
| Essex Financial Services, Inc. | 7,986 | $67.8 萬 | 0.07% | −356−4.3% | 減碼 |
| Private Portfolio Partners LLC | 8,011 | $68.1 萬 | 0.18% | +213+2.7% | 加碼 |
| Fort Point Capital Partners LLC | 8,021 | $68.2 萬 | 0.12% | 00.0% | 不變 |
| Asset Management Corp | 8,042 | $68.4 萬 | 0.57% | −497−5.8% | 減碼 |
| Woodmont Investment Counsel LLC | 8,104 | $68.9 萬 | 0.08% | 00.0% | 不變 |
| Cutler Group LP | 8,120 | $69.0 萬 | 0.08% | +2,451+43.2% | 加碼 |
| Welch & Forbes LLC | 8,116 | $69.0 萬 | 0.01% | −203−2.4% | 減碼 |
| AIA Group Ltd | 8,174 | $69.5 萬 | 0.04% | +8,174 | 新進 |
| Lebenthal Global Advisors, LLC | 8,175 | $69.5 萬 | 0.23% | −1,528−15.7% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 8,200 | $69.7 萬 | 0.40% | +800+10.8% | 加碼 |
| Independent Investors Inc | 8,216 | $69.9 萬 | 0.19% | 00.0% | 不變 |
| McMillion Capital Management Inc | 8,246 | $70.1 萬 | 0.63% | −590−6.7% | 減碼 |
| TRUE Private Wealth Advisors | 8,256 | $70.2 萬 | 0.11% | −10.0% | 減碼 |
| Alera Investment Advisors, LLC | 8,276 | $70.4 萬 | 0.17% | +4,123+99.3% | 加碼 |
| Marino, Stram & Associates LLC | 8,284 | $70.4 萬 | 0.22% | +194+2.4% | 加碼 |
| Bremer Bank National Association | 8,332 | $70.9 萬 | 0.14% | +8,332 | 新進 |
| Cambridge Trust Co | 8,355 | $71.0 萬 | 0.03% | −586−6.6% | 減碼 |
| Qtron Investments LLC | 8,355 | $71.0 萬 | 0.15% | 00.0% | 不變 |
| NorthRock Partners, LLC | 8,359 | $71.1 萬 | 0.08% | +62+0.7% | 加碼 |
| Bull Street Advisors, LLC | 8,379 | $71.2 萬 | 0.37% | 00.0% | 不變 |
| Pendal Group Limited | 8,379 | $71.2 萬 | 0.01% | +2,543+43.6% | 加碼 |
| Hills Bank & Trust Co | 8,389 | $71.4 萬 | 0.11% | −732−8.0% | 減碼 |
| IHT Wealth Management, LLC | 8,402 | $71.4 萬 | 0.05% | +77+0.9% | 加碼 |
| Diametric Capital, LP | 8,406 | $71.5 萬 | 0.34% | −2,355−21.9% | 減碼 |
| Corsair Capital Management, L.P. | 8,433 | $71.7 萬 | 0.27% | −23−0.3% | 減碼 |
| Compton Wealth Advisory Group, LLC | 8,487 | $72.2 萬 | 0.28% | −6,009−41.5% | 減碼 |
| HWG Holdings LP | 8,543 | $72.6 萬 | 0.47% | +8,517+32,757.7% | 加碼 |
| New Vernon Investment Management LLC | 8,550 | $72.7 萬 | 1.12% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 9,245 | $73.0 萬 | 0.05% | 00.0% | 不變 |
| Davenport & Co LLC | 8,733 | $74.2 萬 | 0.01% | −1,336−13.3% | 減碼 |
| Shulman DeMeo Asset Management LLC | 8,750 | $74.4 萬 | 0.25% | +73+0.8% | 加碼 |
| E&G Advisors, LP | 8,800 | $74.8 萬 | 0.28% | −100−1.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $75.0 萬 | 0.09% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 7,742 | $75.3 萬 | 0.02% | −713−8.4% | 減碼 |
| Outlook Wealth Advisors, LLC | 8,964 | $76.2 萬 | 0.36% | +13+0.1% | 加碼 |
| Blueprint Investment Partners LLC | 8,985 | $76.4 萬 | 0.16% | +5,275+142.2% | 加碼 |
| AFS Financial Group, LLC | 8,985 | $76.4 萬 | 0.54% | +8,985 | 新進 |
| Alpha Cubed Investments, LLC | 8,986 | $76.4 萬 | 0.06% | +8,986 | 新進 |
| Schechter Investment Advisors, LLC | 9,012 | $76.6 萬 | 0.07% | +1,120+14.2% | 加碼 |
| NewEdge Wealth, LLC | 9,020 | $76.7 萬 | 0.03% | +1,383+18.1% | 加碼 |
| Haverford Trust Co | 9,053 | $77.0 萬 | 0.01% | +1,368+17.8% | 加碼 |
| Edgestream Partners, L.P. | 9,139 | $77.7 萬 | 0.09% | −30,044−76.7% | 減碼 |
| Legacy Bridge, LLC | 9,143 | $77.7 萬 | 0.55% | +374+4.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,172 | $78.0 萬 | 0.01% | −2,454−21.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 9,189 | $78.1 萬 | 0.06% | +5,307+136.7% | 加碼 |
| W Advisors, LLC | 9,212 | $78.3 萬 | 0.65% | −5−0.1% | 減碼 |
| Ronald Blue Trust, Inc. | 9,930 | $78.4 萬 | 0.01% | +5,048+103.4% | 加碼 |
| Spire Wealth Management | 9,319 | $79.2 萬 | 0.04% | +619+7.1% | 加碼 |
| StoneX Group Inc. | 9,316 | $79.2 萬 | 0.09% | +772+9.0% | 加碼 |
| NWK Group, Inc. | 9,348 | $79.5 萬 | 0.58% | +9,348 | 新進 |
| Warther Private Wealth, LLC | 9,355 | $79.5 萬 | 0.60% | −154−1.6% | 減碼 |
| Stableford Capital II LLC | 9,109 | $79.8 萬 | 0.43% | −136−1.5% | 減碼 |
| Sage Rhino Capital LLC | 9,439 | $80.3 萬 | 0.26% | +40+0.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,000 | $80.5 萬 | 0.19% | −1,000−10.0% | 減碼 |
| Trust Co of Vermont | 9,483 | $80.6 萬 | 0.06% | +99+1.1% | 加碼 |
| Pennsylvania Capital Management Inc | 9,103 | $81.4 萬 | 0.43% | −756−7.7% | 減碼 |
| AdvisorNet Financial, Inc | 9,586 | $81.5 萬 | 0.08% | −9,420−49.6% | 減碼 |
| Magnus Financial Group LLC | 9,597 | $81.6 萬 | 0.13% | +366+4.0% | 加碼 |
| Parcion Private Wealth LLC | 9,638 | $81.9 萬 | 0.09% | +100+1.0% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 9,076 | $82.2 萬 | 0.50% | +148+1.7% | 加碼 |
| Qsemble Capital Management, LP | 9,700 | $82.5 萬 | 0.57% | +9,700 | 新進 |
| Garner Asset Management Corp | 9,745 | $82.9 萬 | 0.41% | +462+5.0% | 加碼 |
| Brookstone Capital Management | 9,476 | $83.0 萬 | 0.02% | −92−1.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,760 | $83.0 萬 | 0.05% | +3,751+62.4% | 加碼 |
| Private Trust Co NA | 9,759 | $83.0 萬 | 0.12% | −196−2.0% | 減碼 |
| Asset Dedication, LLC | 9,768 | $83.0 萬 | 0.08% | +480+5.2% | 加碼 |
| Brighton Jones LLC | 9,790 | $83.2 萬 | 0.05% | −1,504−13.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 9,879 | $84.0 萬 | 0.01% | +317+3.3% | 加碼 |
| Mutual Advisors, LLC | 9,911 | $84.3 萬 | 0.04% | +1,141+13.0% | 加碼 |
| Hodges Capital Management Inc. | 9,911 | $84.3 萬 | 0.07% | +9,911 | 新進 |
| Mork Capital Management, LLC | 9,930 | $84.4 萬 | 0.65% | +9,930 | 新進 |
| First Horizon Advisors, Inc. | 9,933 | $84.5 萬 | 0.03% | −1,170−10.5% | 減碼 |
| Wedmont Private Capital | 9,650 | $84.5 萬 | 0.13% | +1,703+21.4% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,948 | $84.6 萬 | 0.29% | +143+1.5% | 加碼 |