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 |
|---|---|---|---|---|---|
| Kingfisher Capital LLC | 2,545 | $21.6 萬 | 0.06% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 2,541 | $21.6 萬 | 0.18% | −1,155−31.3% | 減碼 |
| Eagle Strategies LLC | 2,532 | $21.5 萬 | 0.06% | +2,532 | 新進 |
| Chicago Trust Co NA | 2,516 | $21.4 萬 | 0.05% | −135−5.1% | 減碼 |
| Fort Sheridan Advisors LLC | 2,512 | $21.4 萬 | 0.07% | −398−13.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,511 | $21.3 萬 | 0.03% | +2,511 | 新進 |
| Highlander Capital Management, LLC | 2,500 | $21.3 萬 | 0.11% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 2,500 | $21.3 萬 | 0.01% | +2,500 | 新進 |
| Hall Capital Management Co Inc | 2,490 | $21.2 萬 | 0.13% | +2,490 | 新進 |
| Hoxton Planning & Management, LLC | 2,477 | $21.1 萬 | 0.11% | +2,477 | 新進 |
| Cipher Capital LP | 2,476 | $21.1 萬 | 0.04% | −68,201−96.5% | 減碼 |
| N.E.W. Advisory Services LLC | 2,475 | $21.0 萬 | 0.03% | +2,475 | 新進 |
| Exos TFP Holdings LLC | 2,445 | $20.8 萬 | 0.06% | +2,311+1,724.6% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 2,442 | $20.8 萬 | 0.12% | −269−9.9% | 減碼 |
| IVC Wealth Advisors LLC | 2,436 | $20.7 萬 | 0.15% | +2,436 | 新進 |
| Washington Trust Bank | 2,431 | $20.7 萬 | 0.02% | +2,431 | 新進 |
| REDW Wealth LLC | 2,433 | $20.7 萬 | 0.07% | +2,433 | 新進 |
| Deseret Mutual Benefit Administrators | 2,431 | $20.7 萬 | 0.08% | −2,044−45.7% | 減碼 |
| Boston Trust Walden Corp | 2,423 | $20.6 萬 | 0.00% | +2,423 | 新進 |
| Soltis Investment Advisors LLC | 2,421 | $20.6 萬 | 0.03% | +2,421 | 新進 |
| TrueWealth Advisors, LLC | 2,415 | $20.5 萬 | 0.09% | +2,415 | 新進 |
| Smallwood Wealth Investment Management, LLC | 2,403 | $20.4 萬 | 0.17% | −475−16.5% | 減碼 |
| Castleview Partners, LLC | 2,397 | $20.4 萬 | 0.20% | −280−10.5% | 減碼 |
| Financial Advocates Investment Management | 2,389 | $20.3 萬 | 0.02% | +2,389 | 新進 |
| MBL Wealth, LLC | 2,383 | $20.3 萬 | 0.04% | −379−13.7% | 減碼 |
| Prestige Wealth Management Group LLC | 2,358 | $20.0 萬 | 0.05% | +61+2.7% | 加碼 |
| HFG Advisors, Inc. | 2,355 | $20.0 萬 | 0.24% | +2,355 | 新進 |
| First National Bank of South Miami | 2,358 | $20.0 萬 | 0.15% | 00.0% | 不變 |
| Park Place Capital Corp | 2,349 | $20.0 萬 | 0.06% | +2,349 | 新進 |
| Johnson Financial Group, Inc. | 2,335 | $19.9 萬 | 0.02% | −325−12.2% | 減碼 |
| Optimum Investment Advisors | 2,308 | $19.6 萬 | 0.11% | −1,400−37.8% | 減碼 |
| Sandy Spring Bank | 2,288 | $19.5 萬 | 0.01% | +262+12.9% | 加碼 |
| Missouri Trust & Investment Co | 2,265 | $19.3 萬 | 0.12% | 00.0% | 不變 |
| IMA Wealth, Inc. | 2,223 | $18.9 萬 | 0.05% | −2−0.1% | 減碼 |
| Baker Avenue Asset Management, LP | 2,203 | $18.7 萬 | 0.01% | +2,203 | 新進 |
| Old North State Trust, LLC | 2,147 | $18.3 萬 | 0.12% | 00.0% | 不變 |
| Motco | 2,136 | $18.2 萬 | 0.01% | −195−8.4% | 減碼 |
| Operose Advisors LLC | 2,129 | $18.1 萬 | 0.10% | −225−9.6% | 減碼 |
| Boyd Watterson Asset Management LLC | 2,107 | $17.9 萬 | 0.07% | +2,107 | 新進 |
| Balyasny Asset Management LLC | 2,001 | $17.0 萬 | 0.00% | −1,330,235−99.8% | 減碼 |
| Interactive Financial Advisors | 2,000 | $17.0 萬 | 0.10% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 1,989 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,936 | $16.5 萬 | 0.03% | +1,936 | 新進 |
| Credential Qtrade Securities Inc. | 1,920 | $16.3 萬 | 0.01% | −148−7.2% | 減碼 |
| Baystate Wealth Management LLC | 1,904 | $16.2 萬 | 0.01% | +16+0.8% | 加碼 |
| Key Financial Inc | 2,040 | $16.1 萬 | 0.08% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 1,840 | $15.6 萬 | 0.06% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 1,838 | $15.6 萬 | 0.02% | −108−5.5% | 減碼 |
| Farmers & Merchants Investments Inc | 1,827 | $15.5 萬 | 0.01% | −93−4.8% | 減碼 |
| Atlas Capital Advisors LLC | 1,816 | $15.4 萬 | 0.03% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 1,774 | $15.1 萬 | 0.05% | +10+0.6% | 加碼 |
| Endurance Wealth Management, Inc. | 1,767 | $15.0 萬 | 0.02% | −149−7.8% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 1,722 | $14.8 萬 | 0.13% | +177+11.5% | 加碼 |
| Proequities, Inc. | 1,646 | $14.0 萬 | 0.01% | +89+5.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,615 | $13.7 萬 | 0.02% | +1,055+188.4% | 加碼 |
| Ellevest, Inc. | 1,601 | $13.6 萬 | 0.01% | −35−2.1% | 減碼 |
| Grove Bank & Trust | 1,574 | $13.4 萬 | 0.03% | +1,574 | 新進 |
| Bogart Wealth, LLC | 1,561 | $13.3 萬 | 0.01% | +171+12.3% | 加碼 |
| Magellan Asset Management Ltd | 1,530 | $13.0 萬 | 0.00% | +1,530 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Independence Bank of Kentucky | 1,504 | $12.8 萬 | 0.06% | +140+10.3% | 加碼 |
| Monetary Management Group Inc | 1,500 | $12.8 萬 | 0.04% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 1,500 | $12.8 萬 | 0.07% | +1,500 | 新進 |
| Ten Capital Wealth Advisors, LLC | 1,475 | $12.5 萬 | 0.05% | +474+47.4% | 加碼 |
| Piscataqua Savings Bank | 1,463 | $12.4 萬 | 0.11% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 1,453 | $12.4 萬 | 0.03% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 1,425 | $12.1 萬 | 0.03% | +1+0.1% | 加碼 |
| Laffer Tengler Investments | 1,418 | $12.1 萬 | 0.03% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 1,404 | $11.9 萬 | 0.03% | −5,238−78.9% | 減碼 |
| Washington Trust Advisors, Inc. | 1,399 | $11.9 萬 | 0.01% | −562−28.7% | 減碼 |
| Gleason Group, Inc. | 1,380 | $11.7 萬 | 0.04% | +12+0.9% | 加碼 |
| Capital Advisors, Ltd. LLC | 2,547 | $11.7 萬 | 0.02% | +944+58.9% | 加碼 |
| Silvant Capital Management LLC | 1,357 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Nomura Holdings Inc | 1,371 | $11.1 萬 | 0.00% | −2,000−59.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,305 | $11.1 萬 | 0.00% | −826−38.8% | 減碼 |
| West Paces Advisors Inc. | 1,301 | $11.1 萬 | 0.04% | +207+18.9% | 加碼 |
| GeoWealth Management, LLC | 1,300 | $11.0 萬 | 0.01% | +49+3.9% | 加碼 |
| Register Financial Advisors LLC | 1,294 | $11.0 萬 | 0.07% | +1,294 | 新進 |
| Romano Brothers and Company | 1,272 | $10.8 萬 | 0.02% | +1,272 | 新進 |
| Ulland Investment Advisors, LLC | 1,275 | $10.8 萬 | 0.13% | 00.0% | 不變 |
| Glassman Wealth Services | 1,260 | $10.7 萬 | 0.02% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 1,264 | $10.7 萬 | 0.02% | +139+12.4% | 加碼 |
| Armstrong Advisory Group, Inc | 1,255 | $10.7 萬 | 0.01% | +1,255 | 新進 |
| JFS Wealth Advisors, LLC | 1,245 | $10.6 萬 | 0.01% | +770+162.1% | 加碼 |
| Dividend Assets Capital, LLC | 1,233 | $10.5 萬 | 0.02% | −34−2.7% | 減碼 |
| WD Rutherford LLC | 1,215 | $10.3 萬 | 0.08% | 00.0% | 不變 |
| Compass Wealth Management LLC | 1,212 | $10.3 萬 | 0.03% | +1,212 | 新進 |
| Farther Finance Advisors, LLC | 1,184 | $10.1 萬 | 0.04% | +1,184 | 新進 |
| McIlrath & Eck, LLC | 1,170 | $9.95 萬 | 0.03% | 00.0% | 不變 |
| Fortis Advisors, LLC | 1,135 | $9.65 萬 | 0.07% | +10+0.9% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,130 | $9.61 萬 | 0.02% | +413+57.6% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,117 | $9.50 萬 | 0.02% | −1,496−57.3% | 減碼 |
| BDO Wealth Advisors, LLC | 1,106 | $9.40 萬 | 0.01% | +504+83.7% | 加碼 |
| Resources Management Corp | 1,109 | $9.40 萬 | 0.01% | 00.0% | 不變 |
| Burleson & Company, LLC | 1,104 | $9.39 萬 | 0.02% | +4+0.4% | 加碼 |
| Founders Capital Management | 1,093 | $9.30 萬 | 0.07% | +8+0.7% | 加碼 |
| Sound Income Strategies, LLC | 1,086 | $9.23 萬 | 0.01% | +291+36.6% | 加碼 |
| Centennial Bank | 1,031 | $8.77 萬 | 0.05% | +1,031 | 新進 |
| Tilia Fiduciary Partners, Inc. | 1,016 | $8.64 萬 | 0.08% | −75−6.9% | 減碼 |
| Picton Mahoney Asset Management | 1,015 | $8.60 萬 | 0.00% | −64,635−98.5% | 減碼 |