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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 4,086 | $34.7 萬 | 0.19% | +18+0.4% | 加碼 |
| CFM Wealth Partners LLC | 4,078 | $34.7 萬 | 0.10% | +4,078 | 新進 |
| Farmers National Bank | 4,073 | $34.6 萬 | 0.12% | +20+0.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,070 | $34.6 萬 | 0.12% | −374−8.4% | 減碼 |
| Avantax Planning Partners, Inc. | 4,058 | $34.5 萬 | 0.01% | −589−12.7% | 減碼 |
| Cedar Brook Financial Partners, LLC | 4,043 | $34.4 萬 | 0.10% | +979+32.0% | 加碼 |
| Fortem Financial Group, LLC | 4,042 | $34.4 萬 | 0.20% | +50+1.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 4,037 | $34.3 萬 | 0.01% | +661+19.6% | 加碼 |
| Breakwater Capital Group | 4,030 | $34.3 萬 | 0.18% | +4,030 | 新進 |
| Westover Capital Advisors, LLC | 4,000 | $34.0 萬 | 0.13% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 4,000 | $34.0 萬 | 0.17% | +86+2.2% | 加碼 |
| Kaizen Financial Strategies | 3,704 | $33.9 萬 | 0.34% | −284−7.1% | 減碼 |
| BLB&B Advisors, LLC | 3,976 | $33.8 萬 | 0.03% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 3,963 | $33.7 萬 | 0.05% | −1,808−31.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,946 | $33.5 萬 | 0.02% | +486+14.0% | 加碼 |
| Platte River Wealth Advisors, LLC | 3,930 | $33.4 萬 | 0.14% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,914 | $33.3 萬 | 0.09% | +109+2.9% | 加碼 |
| Richard W. Paul & Associates, LLC | 3,914 | $33.3 萬 | 0.17% | +3,914 | 新進 |
| Stelac Advisory Services LLC | 3,911 | $33.3 萬 | 0.15% | −276−6.6% | 減碼 |
| Davidson Investment Advisors | 3,909 | $33.2 萬 | 0.03% | −524−11.8% | 減碼 |
| Altus Wealth Group LLC | 3,897 | $33.1 萬 | 0.25% | −21−0.5% | 減碼 |
| Quarry LP | 3,876 | $33.0 萬 | 0.36% | +3,876 | 新進 |
| Eqis Capital Management, Inc. | 3,873 | $32.9 萬 | 0.04% | −622−13.8% | 減碼 |
| Boenning & Scattergood, Inc. | 3,768 | $32.9 萬 | 0.05% | −1,339−26.2% | 減碼 |
| AXS Investments LLC | 3,868 | $32.9 萬 | 0.12% | −1,170−23.2% | 減碼 |
| Park National Corp | 3,867 | $32.9 萬 | 0.01% | +66+1.7% | 加碼 |
| Amplius Wealth Advisors, LLC | 3,866 | $32.9 萬 | 0.05% | +15+0.4% | 加碼 |
| BBR Partners, LLC | 3,860 | $32.8 萬 | 0.04% | +58+1.5% | 加碼 |
| Hoylecohen, LLC | 3,859 | $32.8 萬 | 0.03% | +258+7.2% | 加碼 |
| MCF Advisors LLC | 3,858 | $32.8 萬 | 0.03% | −10−0.3% | 減碼 |
| Bridgefront Capital, LLC | 3,852 | $32.7 萬 | 0.23% | +3,852 | 新進 |
| Wagner Wealth Management, LLC | 3,828 | $32.5 萬 | 0.20% | +195+5.4% | 加碼 |
| Rosenberg Matthew Hamilton | 3,784 | $32.2 萬 | 0.11% | −90−2.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 3,782 | $32.2 萬 | 0.02% | −406−9.7% | 減碼 |
| City State Bank | 3,775 | $32.1 萬 | 0.20% | 00.0% | 不變 |
| Overbrook Management Corp | 3,764 | $32.0 萬 | 0.09% | 00.0% | 不變 |
| Alerus Financial NA | 3,750 | $31.9 萬 | 0.03% | −630−14.4% | 減碼 |
| Tower Bridge Advisors | 3,742 | $31.8 萬 | 0.03% | −1,500−28.6% | 減碼 |
| Millennium Capital Advisors, LLC | 3,729 | $31.7 萬 | 0.32% | +316+9.3% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,728 | $31.7 萬 | 0.01% | +3,728 | 新進 |
| Tradition Wealth Management, LLC | 3,711 | $31.6 萬 | 0.04% | −24−0.6% | 減碼 |
| Continuum Advisory, LLC | 3,709 | $31.5 萬 | 0.06% | +99+2.7% | 加碼 |
| Hexagon Capital Partners LLC | 3,709 | $31.5 萬 | 0.09% | −74−2.0% | 減碼 |
| Jones Financial Companies LLLP | 3,691 | $31.4 萬 | 0.00% | +915+33.0% | 加碼 |
| Humankind Investments LLC | 3,693 | $31.4 萬 | 0.14% | +43+1.2% | 加碼 |
| First Financial Bank - Trust Division | 3,680 | $31.3 萬 | 0.03% | −388−9.5% | 減碼 |
| Joule Financial, LLC | 3,672 | $31.2 萬 | 0.21% | −118−3.1% | 減碼 |
| Masso Torrence Wealth Management Inc. | 3,667 | $31.2 萬 | 0.25% | +3,667 | 新進 |
| Icon Wealth Advisors, LLC | 3,665 | $31.2 萬 | 0.04% | +1,336+57.4% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,664 | $31.2 萬 | 0.07% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 3,198 | $31.0 萬 | 0.34% | +3,198 | 新進 |
| Capula Management Ltd | 3,637 | $30.9 萬 | 0.03% | −164,072−97.8% | 減碼 |
| Carmel Capital Partners, LLC | 3,627 | $30.8 萬 | 0.21% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 3,600 | $30.6 萬 | 0.92% | +3,600 | 新進 |
| Alta Advisers Ltd | 3,600 | $30.6 萬 | 0.18% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 3,590 | $30.5 萬 | 0.31% | −28−0.8% | 減碼 |
| Resonant Capital Advisors, LLC | 3,588 | $30.5 萬 | 0.04% | +3,588 | 新進 |
| Duncker Streett & Co Inc | 3,571 | $30.4 萬 | 0.07% | +200+5.9% | 加碼 |
| Quantum Financial Advisors, LLC | 3,570 | $30.4 萬 | 0.14% | +20+0.6% | 加碼 |
| SlateStone Wealth, LLC | 3,553 | $30.2 萬 | 0.07% | +130+3.8% | 加碼 |
| Cohen & Steers, Inc. | 3,553 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 3,552 | $30.2 萬 | 0.29% | −57−1.6% | 減碼 |
| Marathon Capital Management | 3,511 | $29.9 萬 | 0.08% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 3,508 | $29.8 萬 | 0.01% | −658−15.8% | 減碼 |
| Independent Financial Group, LLC | 3,508 | $29.8 萬 | 0.03% | −425−10.8% | 減碼 |
| Red Cedar Capital, LLC | 3,500 | $29.8 萬 | 0.19% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 3,505 | $29.8 萬 | 0.05% | +3,505 | 新進 |
| United Bank | 3,504 | $29.8 萬 | 0.04% | +100+2.9% | 加碼 |
| Mastrapasqua Asset Management Inc | 3,500 | $29.8 萬 | 0.04% | −4,000−53.3% | 減碼 |
| WSFS Capital Management, LLC | 3,481 | $29.6 萬 | 0.03% | +134+4.0% | 加碼 |
| Calton & Associates, Inc. | 3,479 | $29.6 萬 | 0.11% | +3,479 | 新進 |
| Capstone Financial Advisors, Inc. | 3,463 | $29.4 萬 | 0.02% | +36+1.1% | 加碼 |
| Nwam LLC | 3,440 | $29.2 萬 | 0.03% | +475+16.0% | 加碼 |
| Forte Capital LLC | 3,440 | $29.2 萬 | 0.05% | +626+22.2% | 加碼 |
| Trustmark National Bank Trust Department | 3,434 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,420 | $29.1 萬 | 0.09% | +3,420 | 新進 |
| Moloney Securities Asset Management, LLC | 3,403 | $28.9 萬 | 0.06% | +290+9.3% | 加碼 |
| Catalyst Financial Partners LLC | 3,400 | $28.9 萬 | 0.15% | +3,400 | 新進 |
| JGP Wealth Management, LLC | 3,398 | $28.9 萬 | 0.05% | −40−1.2% | 減碼 |
| Wallace Advisory Group, LLC | 3,359 | $28.6 萬 | 0.23% | +3,359 | 新進 |
| Independent Solutions Wealth Management, LLC | 3,340 | $28.4 萬 | 0.09% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 3,324 | $28.3 萬 | 0.25% | +38+1.2% | 加碼 |
| Aspiriant, LLC | 3,315 | $28.2 萬 | 0.01% | +369+12.5% | 加碼 |
| RMR Wealth Builders | 3,308 | $28.1 萬 | 0.06% | −2,904−46.7% | 減碼 |
| Sepio Capital, LP | 3,293 | $28.0 萬 | 0.02% | −22,948−87.5% | 減碼 |
| American Trust | 3,283 | $27.9 萬 | 0.03% | −130−3.8% | 減碼 |
| Capital Advisors Inc | 3,280 | $27.9 萬 | 0.01% | +50+1.5% | 加碼 |
| Per Stirling Capital Management, LLC. | 3,266 | $27.8 萬 | 0.05% | +3,266 | 新進 |
| Valley National Advisers Inc | 3,104 | $27.7 萬 | 0.05% | −137−4.2% | 減碼 |
| DGS Capital Management, LLC | 3,254 | $27.7 萬 | 0.18% | +6+0.2% | 加碼 |
| Girard Partners Ltd. | 3,248 | $27.6 萬 | 0.03% | +3,248 | 新進 |
| RSM US Wealth Management LLC | 3,247 | $27.6 萬 | 0.01% | −193−5.6% | 減碼 |
| Delta Financial Group, Inc. | 3,246 | $27.6 萬 | 0.12% | +3,246 | 新進 |
| Johnson Investment Counsel Inc | 3,242 | $27.6 萬 | 0.00% | +238+7.9% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $27.5 萬 | 0.38% | 00.0% | 不變 |
| NBT Bank N A | 3,232 | $27.5 萬 | 0.04% | +300+10.2% | 加碼 |
| CNB Bank | 3,231 | $27.5 萬 | 0.17% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 3,226 | $27.4 萬 | 0.16% | −1,425−30.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 3,211 | $27.3 萬 | 0.09% | +3,211 | 新進 |
| Twin Focus Capital Partners, LLC | 3,210 | $27.3 萬 | 0.06% | 00.0% | 不變 |