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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 75,998 | $646.1 萬 | 0.04% | +75,998 | 新進 |
| Bernzott Capital Advisors | 75,833 | $644.7 萬 | 0.83% | +3,639+5.0% | 加碼 |
| Norinchukin Bank, The | 75,321 | $640.4 萬 | 0.14% | −27,535−26.8% | 減碼 |
| Banque Pictet & Cie SA | 75,312 | $640.3 萬 | 0.07% | −1,265−1.7% | 減碼 |
| Advocate Group LLC | 75,252 | $639.8 萬 | 1.38% | +3,052+4.2% | 加碼 |
| YHB Investment Advisors, Inc. | 75,223 | $639.5 萬 | 0.68% | −6,443−7.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 74,587 | $634.1 萬 | 0.66% | −8,681−10.4% | 減碼 |
| CWM, LLC | 74,516 | $633.5 萬 | 0.05% | +8,242+12.4% | 加碼 |
| Montag A & Associates Inc | 74,014 | $629.3 萬 | 0.42% | −9,841−11.7% | 減碼 |
| Cetera Advisor Networks LLC | 76,099 | $626.8 萬 | 0.05% | +24,328+47.0% | 加碼 |
| Avitas Wealth Management LLC | 73,451 | $624.5 萬 | 1.32% | −283−0.4% | 減碼 |
| Connors Investor Services Inc | 73,381 | $623.9 萬 | 0.78% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 73,012 | $620.7 萬 | 1.73% | +1,332+1.9% | 加碼 |
| Stonegate Investment Group, LLC | 72,367 | $615.3 萬 | 0.27% | +65,681+982.4% | 加碼 |
| Logan Capital Management Inc | 71,662 | $609.3 萬 | 0.31% | −1,906−2.6% | 減碼 |
| Baugh & Associates, LLC | 71,651 | $609.2 萬 | 3.95% | −130.0% | 減碼 |
| Northern Oak Wealth Management Inc | 71,468 | $607.6 萬 | 0.87% | −928−1.3% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 71,343 | $606.6 萬 | 0.27% | +32,778+85.0% | 加碼 |
| Cyrus J. Lawrence, LLC | 71,172 | $605.1 萬 | 1.81% | −455−0.6% | 減碼 |
| German American Bancorp, Inc. | 70,943 | $603.2 萬 | 0.95% | −178−0.3% | 減碼 |
| Principal Street Partners, LLC | 70,125 | $596.2 萬 | 1.50% | +2,549+3.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 65,475 | $576.2 萬 | 0.23% | −1,243−1.9% | 減碼 |
| First Citizens Bank & Trust Co | 67,362 | $572.7 萬 | 0.17% | −1,002−1.5% | 減碼 |
| Virginia Retirement Systems Et Al | 67,200 | $571.3 萬 | 0.06% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 66,944 | $569.2 萬 | 1.22% | −2,117−3.1% | 減碼 |
| Iowa State Bank | 66,312 | $563.8 萬 | 1.42% | +1,825+2.8% | 加碼 |
| Aptus Capital Advisors, LLC | 66,048 | $561.5 萬 | 0.18% | +5,296+8.7% | 加碼 |
| Baxter Bros Inc | 65,879 | $560.1 萬 | 0.92% | +2,119+3.3% | 加碼 |
| Chiron Investment Management, LLC | 65,713 | $558.7 萬 | 1.31% | +65,713 | 新進 |
| Lyell Wealth Management, LP | 65,484 | $556.7 萬 | 0.88% | −714−1.1% | 減碼 |
| Tudor Investment Corp Et Al | 65,245 | $554.7 萬 | 0.14% | +65,245 | 新進 |
| Viking Fund Management LLC | 65,000 | $552.6 萬 | 1.10% | +5,000+8.3% | 加碼 |
| Braun Stacey Associates Inc | 64,556 | $548.9 萬 | 0.31% | +470+0.7% | 加碼 |
| Old Second National Bank of Aurora | 64,510 | $548.5 萬 | 1.62% | −936−1.4% | 減碼 |
| Connectus Wealth, LLC | 63,944 | $544.4 萬 | 0.14% | +532+0.8% | 加碼 |
| Gibraltar Capital Management, Inc. | 63,913 | $543.4 萬 | 2.57% | +978+1.6% | 加碼 |
| Signet Financial Management, LLC | 63,319 | $538.3 萬 | 0.96% | −384−0.6% | 減碼 |
| Clear Street Markets LLC | 63,132 | $536.7 萬 | 1.09% | +38,353+154.8% | 加碼 |
| PEAK6 Investments LLC | 62,993 | $535.6 萬 | 0.30% | +62,993 | 新進 |
| New Mexico Educational Retirement Board | 62,910 | $534.9 萬 | 0.29% | −8,600−12.0% | 減碼 |
| Sandy Cove Advisors, LLC | 62,714 | $533.2 萬 | 4.30% | +160.0% | 加碼 |
| Bridgewater Associates, LP | 62,501 | $531.4 萬 | 0.03% | +62,501 | 新進 |
| RNC Capital Management LLC | 61,755 | $525.0 萬 | 0.29% | −19,029−23.6% | 減碼 |
| Cito Capital Group, LLC | 61,348 | $521.6 萬 | 2.87% | −600−1.0% | 減碼 |
| Fiduciary Alliance LLC | 61,202 | $520.3 萬 | 1.35% | +61,202 | 新進 |
| Meyer Handelman Co | 61,106 | $519.5 萬 | 0.22% | −2,060−3.3% | 減碼 |
| Coldstream Capital Management Inc | 60,654 | $515.7 萬 | 0.19% | +60,654 | 新進 |
| Advisor Partners II, LLC | 60,502 | $514.4 萬 | 0.32% | +5,904+10.8% | 加碼 |
| Cumberland Partners Ltd | 58,802 | $499.9 萬 | 0.53% | +38,662+192.0% | 加碼 |
| Point72 Europe (London) LLP | 57,993 | $493.1 萬 | 1.28% | −33,807−36.8% | 減碼 |
| K.J. Harrison & Partners Inc | 42,735 | $492.1 萬 | 0.96% | −7,000−14.1% | 減碼 |
| Glenview Trust Co | 57,629 | $490.0 萬 | 0.16% | −240−0.4% | 減碼 |
| Assenagon Asset Management S.A. | 56,812 | $483.0 萬 | 0.02% | −1,837−3.1% | 減碼 |
| Institutional & Family Asset Management, LLC | 56,754 | $482.5 萬 | 0.81% | −84−0.1% | 減碼 |
| Elk River Wealth Management, LLC | 56,148 | $477.4 萬 | 1.16% | +778+1.4% | 加碼 |
| Heritage Trust Co | 56,050 | $476.5 萬 | 0.78% | −152−0.3% | 減碼 |
| Albion Financial Group | 55,916 | $475.4 萬 | 0.46% | +1,055+1.9% | 加碼 |
| Allstate Corp | 55,392 | $470.9 萬 | 0.14% | +743+1.4% | 加碼 |
| Allstate Investment Management Co | 55,392 | $470.9 萬 | 0.14% | +55,392 | 新進 |
| Canandaigua National Corp | 55,347 | $470.6 萬 | 0.80% | −63−0.1% | 減碼 |
| Aureus Asset Management, LLC | 55,066 | $468.2 萬 | 0.40% | +3,911+7.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 54,730 | $465.3 萬 | 0.04% | +18,066+49.3% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 54,472 | $463.1 萬 | 1.99% | +310+0.6% | 加碼 |
| FORA Capital, LLC | 53,788 | $457.3 萬 | 0.74% | +53,788 | 新進 |
| Stephens Inc | 53,571 | $455.5 萬 | 0.09% | +4,480+9.1% | 加碼 |
| Donaldson Capital Management, LLC | 53,536 | $455.2 萬 | 0.22% | +1,834+3.5% | 加碼 |
| Andra AP-fonden | 52,911 | $449.8 萬 | 0.14% | +7,700+17.0% | 加碼 |
| Hudson Valley Investment Advisors Inc | 52,494 | $446.3 萬 | 0.67% | +1,962+3.9% | 加碼 |
| Central Trust Co | 52,381 | $445.3 萬 | 0.14% | −11,263−17.7% | 減碼 |
| Atria Investments LLC | 52,350 | $445.1 萬 | 0.09% | −2,271−4.2% | 減碼 |
| First National Bank of Omaha | 52,038 | $442.4 萬 | 0.27% | −2,830−5.2% | 減碼 |
| Varma Mutual Pension Insurance Co | 51,774 | $440.2 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 51,719 | $439.7 萬 | 0.66% | −3,229−5.9% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $438.7 萬 | 0.94% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 51,323 | $436.3 萬 | 0.12% | +25,705+100.3% | 加碼 |
| United Services Automobile Association | 50,975 | $433.4 萬 | 0.10% | −5,731−10.1% | 減碼 |
| Jefferies Financial Group Inc. | 49,925 | $424.5 萬 | 0.07% | +49,925 | 新進 |
| First Hawaiian Bank | 49,846 | $423.8 萬 | 0.15% | +2,874+6.1% | 加碼 |
| FDx Advisors, Inc. | 49,471 | $420.6 萬 | 0.18% | −1,171−2.3% | 減碼 |
| Trifecta Capital Advisors, LLC | 49,410 | $420.1 萬 | 1.67% | +49,410 | 新進 |
| Jupiter Wealth Management LLC | 48,862 | $415.4 萬 | 4.02% | +1,229+2.6% | 加碼 |
| Private Wealth Partners, LLC | 48,645 | $413.6 萬 | 0.47% | +19,925+69.4% | 加碼 |
| MainStreet Investment Advisors LLC | 48,448 | $411.9 萬 | 0.46% | −2,711−5.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 47,990 | $408.0 萬 | 0.35% | 00.0% | 不變 |
| Highland Capital Management, LLC | 47,633 | $405.0 萬 | 0.29% | −230−0.5% | 減碼 |
| First Manhattan Co | 47,514 | $404.0 萬 | 0.01% | +6,757+16.6% | 加碼 |
| CX Institutional | 47,375 | $402.8 萬 | 0.24% | +6,861+16.9% | 加碼 |
| Wright Investors Service Inc | 47,155 | $400.9 萬 | 1.15% | +178+0.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 46,912 | $398.8 萬 | 0.75% | +46,912 | 新進 |
| Pathstone Family Office, LLC | 64,155 | $396.7 萬 | 0.08% | +22,518+54.1% | 加碼 |
| TownSquare Capital, LLC | 46,406 | $394.5 萬 | 0.10% | +3,128+7.2% | 加碼 |
| SkyOak Wealth, LLC | 46,105 | $392.0 萬 | 1.32% | −1,102−2.3% | 減碼 |
| Massmutual Trust Co FSB | 45,916 | $390.4 萬 | 0.16% | −653−1.4% | 減碼 |
| Sigma Planning Corp | 45,469 | $386.6 萬 | 0.14% | −1,262−2.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $386.1 萬 | 0.44% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $386.0 萬 | 0.05% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 45,270 | $384.9 萬 | 0.19% | +298+0.7% | 加碼 |
| Comerica Securities,inc. | 44,874 | $381.5 萬 | 0.27% | +100+0.2% | 加碼 |
| Simon Quick Advisors, LLC | 44,589 | $379.1 萬 | 0.45% | −73−0.2% | 減碼 |
| Joel Isaacson & Co., LLC | 44,502 | $378.4 萬 | 0.29% | +213+0.5% | 加碼 |