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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 5,391 | $45.8 萬 | 0.02% | −40−0.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,390 | $45.8 萬 | 0.10% | −78−1.4% | 減碼 |
| Jackson Square Capital, LLC | 5,352 | $45.5 萬 | 0.21% | +185+3.6% | 加碼 |
| Evoke Wealth, LLC | 5,348 | $45.5 萬 | 0.02% | −61−1.1% | 減碼 |
| GraniteShares Advisors LLC | 5,347 | $45.5 萬 | 0.38% | +5,347 | 新進 |
| BSW Wealth Partners | 5,337 | $45.4 萬 | 0.10% | −838−13.6% | 減碼 |
| Ameritas Advisory Services, LLC | 5,301 | $45.1 萬 | 0.02% | +96+1.8% | 加碼 |
| Cable Hill Partners, LLC | 5,270 | $44.8 萬 | 0.08% | +1,035+24.4% | 加碼 |
| Alpha Paradigm Partners, LLC | 5,259 | $44.7 萬 | 0.18% | +4,984+1,812.4% | 加碼 |
| Kingsview Wealth Management, LLC | 5,252 | $44.7 萬 | 0.02% | −117−2.2% | 減碼 |
| North Star Investment Management Corp. | 5,206 | $44.3 萬 | 0.04% | +54+1.0% | 加碼 |
| Hamilton Capital, LLC | 5,169 | $43.9 萬 | 0.03% | +1,381+36.5% | 加碼 |
| Aaron Wealth Advisors | 5,161 | $43.9 萬 | 0.06% | +952+22.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,153 | $43.8 萬 | 0.06% | −92−1.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 5,141 | $43.7 萬 | 0.05% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,131 | $43.6 萬 | 0.12% | −321−5.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 5,095 | $43.3 萬 | 0.02% | +72+1.4% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $43.2 萬 | 0.03% | −173−3.3% | 減碼 |
| Laurel Wealth Advisors, Inc. | 5,079 | $43.2 萬 | 0.04% | −306−5.7% | 減碼 |
| Vivaldi Capital Management, LLC | 4,881 | $42.8 萬 | 0.11% | +35+0.7% | 加碼 |
| CVA Family Office, LLC | 5,024 | $42.7 萬 | 0.10% | −154−3.0% | 減碼 |
| Integris Wealth Management, LLC | 5,019 | $42.7 萬 | 0.17% | +5,019 | 新進 |
| Robertson Stephens Wealth Management, LLC | 5,000 | $42.5 萬 | 0.04% | −49−1.0% | 減碼 |
| Davis R M Inc | 4,982 | $42.4 萬 | 0.01% | +895+21.9% | 加碼 |
| X-Square Capital, LLC | 4,938 | $42.0 萬 | 0.24% | +10.0% | 加碼 |
| Cookson Peirce & Co Inc | 4,923 | $41.9 萬 | 0.03% | −1,319−21.1% | 減碼 |
| Wealth Alliance | 4,906 | $41.7 萬 | 0.07% | −4−0.1% | 減碼 |
| Tanager Wealth Management LLP | 4,903 | $41.7 萬 | 0.11% | +4,903 | 新進 |
| Rothschild Investment Corp | 4,866 | $41.4 萬 | 0.04% | +15+0.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 4,851 | $41.2 萬 | 0.24% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 4,440 | $41.2 萬 | 0.10% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 4,835 | $41.1 萬 | 0.03% | 00.0% | 不變 |
| Executive Wealth Group LLC | 4,832 | $41.1 萬 | 0.31% | +41+0.9% | 加碼 |
| Meeder Asset Management Inc | 4,826 | $41.0 萬 | 0.04% | −21,562−81.7% | 減碼 |
| Wealthsource Partners, LLC | 4,826 | $41.0 萬 | 0.03% | +784+19.4% | 加碼 |
| Arista Wealth Management, LLC | 4,815 | $40.9 萬 | 0.26% | +4,815 | 新進 |
| Mosaic Family Wealth Partners, LLC | 4,800 | $40.8 萬 | 0.12% | +4,800 | 新進 |
| Main Street Financial Solutions, LLC | 4,785 | $40.8 萬 | 0.06% | +665+16.1% | 加碼 |
| Omnia Family Wealth, LLC | 4,794 | $40.8 萬 | 0.33% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 4,370 | $40.8 萬 | 0.04% | +4,370 | 新進 |
| Ledyard National Bank | 4,784 | $40.7 萬 | 0.05% | 00.0% | 不變 |
| Peoples Bank | 4,765 | $40.5 萬 | 0.26% | −55−1.1% | 減碼 |
| Roundview Capital LLC | 4,759 | $40.5 萬 | 0.05% | 00.0% | 不變 |
| M&R Capital Management Inc | 4,736 | $40.3 萬 | 0.11% | −1,199−20.2% | 減碼 |
| Mirova | 4,735 | $40.3 萬 | 0.06% | −185−3.8% | 減碼 |
| LVZ Advisors, Inc. | 4,732 | $40.2 萬 | 0.06% | 00.0% | 不變 |
| Trilogy Capital Inc. | 4,728 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 4,717 | $40.1 萬 | 0.00% | −1,808−27.7% | 減碼 |
| West Family Investments, Inc. | 4,677 | $39.8 萬 | 0.14% | −77−1.6% | 減碼 |
| Herold Advisors, Inc. | 4,640 | $39.5 萬 | 0.17% | +702+17.8% | 加碼 |
| Curi Capital | 4,624 | $39.3 萬 | 0.06% | −2,487−35.0% | 減碼 |
| Beta Wealth Group, Inc. | 4,600 | $39.1 萬 | 0.26% | +300+7.0% | 加碼 |
| First Dallas Securities Inc. | 4,600 | $39.1 萬 | 0.24% | +4,600 | 新進 |
| American National Bank | 4,582 | $39.0 萬 | 0.08% | +20+0.4% | 加碼 |
| STAR Financial Bank | 4,564 | $38.8 萬 | 0.38% | +4,564 | 新進 |
| Hartline Investment Corp | 4,544 | $38.6 萬 | 0.09% | +4,544 | 新進 |
| DT Investment Partners, LLC | 4,536 | $38.6 萬 | 0.05% | −255−5.3% | 減碼 |
| Hudock, Inc. | 4,531 | $38.5 萬 | 0.13% | −455−9.1% | 減碼 |
| Perritt Capital Management Inc | 4,530 | $38.5 萬 | 0.22% | −33−0.7% | 減碼 |
| King Wealth | 4,527 | $38.5 萬 | 0.09% | +236+5.5% | 加碼 |
| Jump Financial, LLC | 4,503 | $38.3 萬 | 0.02% | +4,503 | 新進 |
| ASB Consultores, LLC | 4,496 | $38.2 萬 | 0.16% | +4,496 | 新進 |
| V Wealth Advisors LLC | 4,491 | $38.2 萬 | 0.08% | −383−7.9% | 減碼 |
| Change Path, LLC | 4,463 | $37.9 萬 | 0.02% | −10.0% | 減碼 |
| Baron Wealth Management LLC | 4,456 | $37.9 萬 | 0.29% | +4,456 | 新進 |
| Sargent Bickham Lagudis LLC | 4,450 | $37.8 萬 | 0.03% | +1,664+59.7% | 加碼 |
| Skba Capital Management LLC | 4,450 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Alpha Family Trust | 4,405 | $37.5 萬 | 0.34% | +1,820+70.4% | 加碼 |
| Freestone Capital Holdings, LLC | 4,404 | $37.4 萬 | 0.02% | +63+1.5% | 加碼 |
| Summit Trail Advisors, LLC | 4,400 | $37.4 萬 | 0.02% | −1,261−22.3% | 減碼 |
| Aj Wealth Strategies, LLC | 4,400 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 4,395 | $37.4 萬 | 0.09% | +3+0.1% | 加碼 |
| Lindbrook Capital, LLC | 4,391 | $37.3 萬 | 0.05% | −391−8.2% | 減碼 |
| Marcum Wealth, LLC | 4,390 | $37.3 萬 | 0.05% | −207−4.5% | 減碼 |
| Global Retirement Partners, LLC | 4,390 | $37.3 萬 | 0.03% | +651+17.4% | 加碼 |
| Pinnacle Bancorp, Inc. | 4,380 | $37.2 萬 | 0.14% | +172+4.1% | 加碼 |
| CBOE Vest Financial, LLC | 4,368 | $37.1 萬 | 0.06% | +4,368 | 新進 |
| Integrated Investment Consultants, LLC | 4,347 | $37.0 萬 | 0.12% | +255+6.2% | 加碼 |
| Eads & Heald Wealth Management | 4,313 | $36.7 萬 | 0.19% | +120+2.9% | 加碼 |
| Eastern Bank | 4,316 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 4,306 | $36.6 萬 | 0.02% | +4,306 | 新進 |
| Granger Management LLC | 4,292 | $36.5 萬 | 0.16% | −74−1.7% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,255 | $36.2 萬 | 0.20% | +24+0.6% | 加碼 |
| TD Ameritrade Investment Management, LLC | 4,230 | $36.0 萬 | 0.00% | −1,778−29.6% | 減碼 |
| Waddell & Associates, LLC | 4,234 | $36.0 萬 | 0.06% | +4,234 | 新進 |
| First Citizens Financial Corp | 4,208 | $35.8 萬 | 0.31% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 4,200 | $35.7 萬 | 0.04% | −100−2.3% | 減碼 |
| Destination Wealth Management | 4,188 | $35.6 萬 | 0.01% | +98+2.4% | 加碼 |
| Addison Advisors LLC | 4,188 | $35.6 萬 | 0.21% | +141+3.5% | 加碼 |
| Frisch Financial Group, Inc. | 4,190 | $35.6 萬 | 0.13% | +29+0.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,184 | $35.6 萬 | 0.06% | +100+2.4% | 加碼 |
| Shepherd Financial Partners LLC | 4,178 | $35.5 萬 | 0.06% | +76+1.9% | 加碼 |
| Poplar Forest Capital LLC | 4,161 | $35.4 萬 | 0.04% | +4,161 | 新進 |
| Measured Wealth Private Client Group, LLC | 4,137 | $35.2 萬 | 0.14% | −71−1.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $35.1 萬 | 0.29% | −130−3.0% | 減碼 |
| Grandfield & Dodd, LLC | 4,128 | $35.1 萬 | 0.03% | −40−1.0% | 減碼 |
| Money Concepts Capital Corp | 4,127 | $35.1 萬 | 0.02% | +3,324+413.9% | 加碼 |
| Willner & Heller, LLC | 4,126 | $35.1 萬 | 0.50% | +208+5.3% | 加碼 |
| Keeley-Teton Advisors, LLC | 4,117 | $35.0 萬 | 0.04% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 4,101 | $34.9 萬 | 0.20% | +35+0.9% | 加碼 |