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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 9,976 | $84.8 萬 | 0.07% | +650+7.0% | 加碼 |
| Zeke Capital Advisors, LLC | 9,992 | $85.0 萬 | 0.06% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 9,997 | $85.0 萬 | 0.02% | +99+1.0% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $85.0 萬 | 0.02% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 10,003 | $85.3 萬 | 0.11% | −43−0.4% | 減碼 |
| Calamos Wealth Management LLC | 10,031 | $85.3 萬 | 0.07% | −77−0.8% | 減碼 |
| Twin Capital Management Inc | 10,081 | $85.7 萬 | 0.11% | +1,119+12.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 10,136 | $86.2 萬 | 0.56% | +13+0.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 10,238 | $87.0 萬 | 0.25% | −13−0.1% | 減碼 |
| Proficio Capital Partners LLC | 10,247 | $87.1 萬 | 0.16% | +1,495+17.1% | 加碼 |
| Alpha DNA Investment Management LLC | 10,294 | $87.5 萬 | 0.46% | +2,524+32.5% | 加碼 |
| Venturi Wealth Management, LLC | 10,386 | $88.3 萬 | 0.08% | −59−0.6% | 減碼 |
| IFP Advisors, Inc | 16,674 | $89.0 萬 | 0.03% | +252+1.5% | 加碼 |
| Vanguard Capital Wealth Advisors | 10,632 | $90.4 萬 | 1.05% | −190−1.8% | 減碼 |
| Diversified Trust Co | 10,638 | $90.4 萬 | 0.04% | +664+6.7% | 加碼 |
| Childress Capital Advisors, LLC | 10,692 | $90.9 萬 | 0.30% | −349−3.2% | 減碼 |
| Pallas Capital Advisors LLC | 9,473 | $91.2 萬 | 0.09% | −602−6.0% | 減碼 |
| Verdence Capital Advisors LLC | 10,776 | $91.6 萬 | 0.11% | +2,529+30.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,781 | $91.7 萬 | 0.11% | −127−1.2% | 減碼 |
| Washington Trust Co | 10,783 | $91.7 萬 | 0.04% | +600+5.9% | 加碼 |
| Atlas Private Wealth Advisors | 10,818 | $92.0 萬 | 0.49% | −68−0.6% | 減碼 |
| McDonald Partners LLC | 10,832 | $92.1 萬 | 0.31% | −35−0.3% | 減碼 |
| Marex Group plc | 10,854 | $92.3 萬 | 0.13% | +10,854 | 新進 |
| AMG National Trust Bank | 10,938 | $93.0 萬 | 0.03% | −557−4.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 11,035 | $93.8 萬 | 0.14% | −5,163−31.9% | 減碼 |
| Allworth Financial LP | 11,124 | $94.6 萬 | 0.01% | −374−3.3% | 減碼 |
| NCM Capital Management, LLC | 11,195 | $95.2 萬 | 0.63% | 00.0% | 不變 |
| Red Cedar Investment Management, LLC | 11,236 | $95.5 萬 | 0.15% | +756+7.2% | 加碼 |
| GFG Capital, LLC | 11,313 | $96.2 萬 | 0.22% | +41+0.4% | 加碼 |
| Ar Asset Management Inc | 11,400 | $96.9 萬 | 0.28% | 00.0% | 不變 |
| Old National Bancorp | 11,411 | $97.0 萬 | 0.03% | +371+3.4% | 加碼 |
| HBK Sorce Advisory LLC | 11,424 | $97.1 萬 | 0.03% | +5,467+91.8% | 加碼 |
| Lansing Street Advisors | 11,425 | $97.1 萬 | 0.67% | +115+1.0% | 加碼 |
| Amica Retiree Medical Trust | 11,454 | $97.4 萬 | 1.25% | −509−4.3% | 減碼 |
| Mather Group, LLC. | 11,496 | $97.7 萬 | 0.02% | +793+7.4% | 加碼 |
| Triangle Securities Wealth Management | 11,510 | $97.9 萬 | 0.36% | −540−4.5% | 減碼 |
| Cape Ann Savings Bank | 11,511 | $97.9 萬 | 0.72% | −85−0.7% | 減碼 |
| Central Bank & Trust Co | 11,628 | $98.9 萬 | 0.19% | −4,278−26.9% | 減碼 |
| Northeast Financial Consultants Inc | 11,645 | $99.0 萬 | 0.07% | −10,322−47.0% | 減碼 |
| Pacific Global Investment Management CO | 11,645 | $99.0 萬 | 0.22% | +34+0.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 11,651 | $99.1 萬 | 0.03% | −1,068−8.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 11,659 | $99.1 萬 | 0.11% | −88−0.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 11,681 | $99.3 萬 | 0.15% | −28,239−70.7% | 減碼 |
| Good Life Advisors, LLC | 11,730 | $99.7 萬 | 0.14% | −276−2.3% | 減碼 |
| Berkeley Capital Partners, LLC | 11,753 | $99.9 萬 | 0.39% | +441+3.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,790 | $100.2 萬 | 0.26% | −426−3.5% | 減碼 |
| Harbor Investment Advisory, LLC | 11,818 | $100.5 萬 | 0.16% | −2,097−15.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,830 | $100.6 萬 | 0.08% | +386+3.4% | 加碼 |
| Berkshire Asset Management LLC | 11,876 | $101.0 萬 | 0.06% | +73+0.6% | 加碼 |
| Financial Advisory Service, Inc. | 11,928 | $101.4 萬 | 0.11% | +1,863+18.5% | 加碼 |
| Pekin Hardy Strauss, Inc. | 11,942 | $101.5 萬 | 0.16% | +400+3.5% | 加碼 |
| Delta Asset Management LLC | 11,952 | $101.6 萬 | 0.11% | −64−0.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 11,967 | $101.7 萬 | 0.05% | +474+4.1% | 加碼 |
| WCG Wealth Advisors LLC | 11,985 | $101.9 萬 | 0.14% | +885+8.0% | 加碼 |
| Buckley Wealth Management, LLC | 11,993 | $102.0 萬 | 0.37% | +89+0.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 12,017 | $102.2 萬 | 0.15% | +12,017 | 新進 |
| Quent Capital, LLC | 12,060 | $102.5 萬 | 0.19% | +563+4.9% | 加碼 |
| Gofen & Glossberg LLC | 12,097 | $102.9 萬 | 0.03% | +2,440+25.3% | 加碼 |
| Salem Investment Counselors Inc | 12,142 | $103.2 萬 | 0.04% | −334−2.7% | 減碼 |
| Abbrea Capital, LLC | 12,198 | $103.7 萬 | 0.19% | −1,459−10.7% | 減碼 |
| Gotham Asset Management, LLC | 12,243 | $104.1 萬 | 0.03% | +1,965+19.1% | 加碼 |
| Donald L. Hagan, LLC | 12,249 | $104.1 萬 | 0.66% | +489+4.2% | 加碼 |
| Viewpoint Capital Management LLC | 12,285 | $104.4 萬 | 1.01% | −50−0.4% | 減碼 |
| Lake Street Advisors Group, LLC | 12,304 | $104.6 萬 | 0.07% | −958−7.2% | 減碼 |
| Ashburton (Jersey) Ltd | 12,408 | $105.5 萬 | 0.59% | −2,414−16.3% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 12,445 | $105.8 萬 | 0.13% | +12,445 | 新進 |
| Bard Financial Services, Inc. | 12,495 | $106.2 萬 | 0.09% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 12,561 | $106.8 萬 | 0.12% | −27−0.2% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $107.1 萬 | 0.44% | 00.0% | 不變 |
| First National Trust Co | 12,625 | $107.3 萬 | 0.06% | −163−1.3% | 減碼 |
| Affinity Investment Advisors, LLC | 12,653 | $107.6 萬 | 0.49% | 00.0% | 不變 |
| Seeyond | 12,707 | $108.0 萬 | 0.10% | +4,758+59.9% | 加碼 |
| FourThought Financial Partners, LLC | 12,771 | $108.6 萬 | 0.16% | +12,771 | 新進 |
| TLWM | 12,854 | $109.3 萬 | 0.40% | +5,322+70.7% | 加碼 |
| Columbia Trust Co 01012016 | 12,931 | $109.9 萬 | 0.61% | −914−6.6% | 減碼 |
| Wintrust Investments LLC | 12,996 | $110.5 萬 | 0.14% | +181+1.4% | 加碼 |
| Fulton Bank, N.A. | 13,021 | $110.7 萬 | 0.06% | +459+3.7% | 加碼 |
| Sawtooth Solutions, LLC | 13,021 | $110.7 萬 | 0.15% | +1,153+9.7% | 加碼 |
| Citizens Financial Group Inc | 13,074 | $111.2 萬 | 0.04% | −53−0.4% | 減碼 |
| Cetera Advisors LLC | 13,891 | $111.8 萬 | 0.02% | +4,865+53.9% | 加碼 |
| Summit Financial, LLC | 13,175 | $112.0 萬 | 0.11% | +4,425+50.6% | 加碼 |
| Moors & Cabot, Inc. | 13,222 | $112.4 萬 | 0.08% | −3,299−20.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 13,269 | $112.4 萬 | 0.11% | +542+4.3% | 加碼 |
| Valeo Financial Advisors, LLC | 13,235 | $112.5 萬 | 0.06% | +4,271+47.6% | 加碼 |
| Excalibur Management Corp | 13,416 | $114.1 萬 | 0.60% | −65−0.5% | 減碼 |
| Systematic Financial Management LP | 13,500 | $114.8 萬 | 0.04% | 00.0% | 不變 |
| Howland Capital Management LLC | 13,527 | $115.0 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co | 13,593 | $115.6 萬 | 0.02% | +839+6.6% | 加碼 |
| Waterfront Wealth Inc. | 11,935 | $115.6 萬 | 0.40% | −648−5.1% | 減碼 |
| Investors Research Corp | 13,666 | $116.2 萬 | 0.31% | +250+1.9% | 加碼 |
| Belpointe Asset Management LLC | 13,668 | $116.2 萬 | 0.07% | −6,392−31.9% | 減碼 |
| Strategic Investment Advisors | 13,796 | $117.3 萬 | 0.24% | +288+2.1% | 加碼 |
| SYSTM Wealth Solutions LLC | 13,868 | $117.9 萬 | 0.15% | +13,868 | 新進 |
| Boston Partners | 13,890 | $118.1 萬 | 0.00% | +322+2.4% | 加碼 |
| S&CO Inc | 13,915 | $118.3 萬 | 0.10% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 13,976 | $118.8 萬 | 0.02% | +4,101+41.5% | 加碼 |
| Salzhauer Michael | 14,180 | $120.6 萬 | 0.73% | +7,040+98.6% | 加碼 |
| New England Research & Management, Inc. | 14,242 | $121.1 萬 | 0.70% | +4,300+43.3% | 加碼 |
| Mach-1 Financial Group, Inc. | 14,291 | $121.5 萬 | 0.57% | +9,594+204.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 14,333 | $121.9 萬 | 0.30% | +175+1.2% | 加碼 |