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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 43,752 | $372.0 萬 | 0.06% | +3,641+9.1% | 加碼 |
| Power Corp of Canada | 43,731 | $371.8 萬 | 0.67% | 00.0% | 不變 |
| Wolverine Trading, LLC | 43,197 | $367.3 萬 | 0.06% | −48,589−52.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 43,169 | $367.0 萬 | 0.06% | −5,478−11.3% | 減碼 |
| KCS Wealth Advisory | 43,116 | $366.6 萬 | 1.52% | +754+1.8% | 加碼 |
| Parallel Advisors, LLC | 42,911 | $364.8 萬 | 0.16% | +3,324+8.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 42,794 | $363.8 萬 | 0.51% | −2,101−4.7% | 減碼 |
| Adell Harriman & Carpenter Inc | 42,441 | $360.8 萬 | 0.41% | +598+1.4% | 加碼 |
| Occudo Quantitative Strategies LP | 42,235 | $359.1 萬 | 0.42% | +42,235 | 新進 |
| Huntington National Bank | 42,231 | $359.0 萬 | 0.04% | −703−1.6% | 減碼 |
| Cypress Financial Planning LLC | 41,660 | $357.1 萬 | 2.39% | +40.0% | 加碼 |
| Banque Cantonale Vaudoise | 41,735 | $354.9 萬 | 0.19% | −10,740−20.5% | 減碼 |
| Regent Investment Management LLC | 41,625 | $353.9 萬 | 0.95% | −745−1.8% | 減碼 |
| Tocqueville Asset Management L.P. | 41,489 | $352.7 萬 | 0.07% | +130.0% | 加碼 |
| Level Four Advisory Services, LLC | 41,485 | $352.7 萬 | 0.26% | −3,630−8.0% | 減碼 |
| National Asset Management, Inc. | 41,462 | $352.5 萬 | 0.10% | +2,155+5.5% | 加碼 |
| Roanoke Asset Management Corp | 41,333 | $351.4 萬 | 1.60% | −3,315−7.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 41,318 | $351.3 萬 | 0.09% | −8,420−16.9% | 減碼 |
| LGT Group Foundation | 41,296 | $351.1 萬 | 0.11% | −1,906−4.4% | 減碼 |
| Synovus Financial Corp | 41,219 | $350.4 萬 | 0.04% | +7,362+21.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 40,952 | $348.2 萬 | 0.07% | +2,355+6.1% | 加碼 |
| Veritable, L.P. | 40,899 | $347.7 萬 | 0.06% | −4,554−10.0% | 減碼 |
| Lincoln National Corp | 40,552 | $341.7 萬 | 0.08% | +4,377+12.1% | 加碼 |
| Loomis Sayles & Co L P | 40,129 | $341.2 萬 | 0.01% | −6,591−14.1% | 減碼 |
| Jackson Wealth Management, LLC | 40,098 | $340.9 萬 | 1.25% | −18,302−31.3% | 減碼 |
| Avantax Advisory Services, Inc. | 39,552 | $336.3 萬 | 0.04% | +927+2.4% | 加碼 |
| Metis Global Partners, LLC | 39,491 | $335.8 萬 | 0.30% | +19,939+102.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 39,487 | $335.7 萬 | 0.04% | −801−2.0% | 減碼 |
| Maltese Capital Management LLC | 39,400 | $335.0 萬 | 0.93% | −200−0.5% | 減碼 |
| Transcend Wealth Collective, LLC | 38,528 | $327.6 萬 | 0.36% | −10,445−21.3% | 減碼 |
| Greenleaf Trust | 38,412 | $326.6 萬 | 0.04% | +238+0.6% | 加碼 |
| Moody National Bank Trust Division | 38,113 | $324.1 萬 | 0.28% | +937+2.5% | 加碼 |
| Linscomb & Williams, Inc. | 38,107 | $324.0 萬 | 0.16% | +7,041+22.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 38,088 | $323.8 萬 | 0.05% | +288+0.8% | 加碼 |
| Stock Yards Bank & Trust Co | 38,077 | $323.7 萬 | 0.13% | +1,732+4.8% | 加碼 |
| Asio Capital, LLC | 38,043 | $323.4 萬 | 0.93% | −1,287−3.3% | 減碼 |
| United Fire Group Inc | 38,000 | $323.1 萬 | 1.91% | 00.0% | 不變 |
| Lincluden Management Ltd | 37,909 | $322.3 萬 | 0.38% | −282−0.7% | 減碼 |
| Shell Asset Management Co | 37,563 | $319.4 萬 | 0.14% | −6,527−14.8% | 減碼 |
| Clough Capital Partners L P | 37,500 | $318.8 萬 | 0.32% | +37,500 | 新進 |
| Foundations Investment Advisors, LLC | 37,462 | $318.5 萬 | 0.13% | +21,047+128.2% | 加碼 |
| Sculati Wealth Management, LLC | 37,367 | $317.7 萬 | 1.78% | −1,600−4.1% | 減碼 |
| Integrated Advisors Network LLC | 37,321 | $317.3 萬 | 0.20% | −400−1.1% | 減碼 |
| DuPont Capital Management Corp | 37,268 | $316.9 萬 | 0.15% | −23,331−38.5% | 減碼 |
| Empirical Finance, LLC | 37,255 | $316.7 萬 | 0.33% | +2,582+7.4% | 加碼 |
| Industrial Alliance Investment Management Inc. | 37,170 | $316.0 萬 | 0.09% | −421−1.1% | 減碼 |
| Xcel Wealth Management, LLC | 37,033 | $314.9 萬 | 1.24% | −8,250−18.2% | 減碼 |
| Patten & Patten Inc | 36,874 | $313.5 萬 | 0.28% | −488−1.3% | 減碼 |
| Wetherby Asset Management Inc | 36,796 | $312.8 萬 | 0.20% | +505+1.4% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 36,652 | $311.6 萬 | 1.01% | +10,128+38.2% | 加碼 |
| Investment Management Corp of Ontario | 36,641 | $311.5 萬 | 0.15% | +36,641 | 新進 |
| Siemens Fonds Invest GmbH | 36,325 | $308.8 萬 | 0.31% | −60−0.2% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $306.4 萬 | 0.53% | +36,039 | 新進 |
| Aspen Grove Capital, LLC | 35,921 | $305.4 萬 | 1.41% | +35,921 | 新進 |
| Geneos Wealth Management Inc. | 35,639 | $303.0 萬 | 0.18% | +2,321+7.0% | 加碼 |
| Everence Capital Management Inc | 35,391 | $300.9 萬 | 0.26% | −1,350−3.7% | 減碼 |
| Marathon Trading Investment Management LLC | 35,371 | $300.7 萬 | 2.00% | +35,371 | 新進 |
| HB Wealth Management, LLC | 35,349 | $300.5 萬 | 0.05% | +1,335+3.9% | 加碼 |
| Leonteq Securities AG | 35,313 | $300.2 萬 | 0.16% | +35,313 | 新進 |
| KCM Investment Advisors LLC | 35,061 | $298.1 萬 | 0.13% | +968+2.8% | 加碼 |
| Otter Creek Advisors, LLC | 35,000 | $297.6 萬 | 2.65% | +35,000 | 新進 |
| BOK Financial Private Wealth, Inc. | 34,797 | $295.8 萬 | 0.25% | −315−0.9% | 減碼 |
| Hancock Whitney Corp | 34,543 | $293.7 萬 | 0.11% | −1,616−4.5% | 減碼 |
| TBH Global Asset Management, LLC | 34,103 | $289.9 萬 | 0.70% | −3,413−9.1% | 減碼 |
| Meritage Portfolio Management | 33,973 | $288.8 萬 | 0.23% | +1,321+4.0% | 加碼 |
| Raymond James Trust N.A. | 33,259 | $282.8 萬 | 0.10% | +112+0.3% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 33,058 | $281.1 萬 | 2.49% | −150−0.5% | 減碼 |
| Rpo LLC | 32,900 | $279.7 萬 | 1.09% | −16,677−33.6% | 減碼 |
| Van Eck Associates Corp | 32,685 | $277.9 萬 | 0.01% | +2,382+7.9% | 加碼 |
| Federated Hermes, Inc. | 32,559 | $276.8 萬 | 0.01% | +197+0.6% | 加碼 |
| Northeast Investment Management | 32,285 | $274.5 萬 | 0.17% | +889+2.8% | 加碼 |
| Community Trust & Investment Co | 32,173 | $273.5 萬 | 0.25% | −1,007−3.0% | 減碼 |
| Coastline Trust Co | 31,825 | $270.6 萬 | 0.40% | −985−3.0% | 減碼 |
| Lido Advisors, LLC | 31,710 | $269.6 萬 | 0.05% | +1,469+4.9% | 加碼 |
| City Holding Co | 31,618 | $268.8 萬 | 0.50% | +305+1.0% | 加碼 |
| Symmetry Partners, LLC | 31,264 | $265.8 萬 | 0.16% | −1,295−4.0% | 減碼 |
| Occidental Asset Management, LLC | 31,041 | $263.9 萬 | 0.72% | +560+1.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 30,761 | $261.5 萬 | 0.06% | −3,391−9.9% | 減碼 |
| Hunter Associates Investment Management LLC | 30,671 | $260.8 萬 | 0.63% | −2,537−7.6% | 減碼 |
| Vestcor Inc | 30,545 | $259.7 萬 | 0.10% | −366−1.2% | 減碼 |
| Gries Financial LLC | 30,389 | $258.4 萬 | 0.86% | +9,773+47.4% | 加碼 |
| Lazard Asset Management LLC | 30,292 | $257.5 萬 | 0.00% | +13,174+77.0% | 加碼 |
| Quantinno Capital Management LP | 30,131 | $256.2 萬 | 0.19% | +13,518+81.4% | 加碼 |
| Gifford Fong Associates | 30,000 | $255.1 萬 | 0.58% | 00.0% | 不變 |
| Lipe & Dalton | 29,982 | $254.9 萬 | 1.47% | −848−2.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 29,900 | $254.2 萬 | 0.30% | +29,900 | 新進 |
| Mark Stevens | 29,774 | $253.2 萬 | 0.33% | −6,401−17.7% | 減碼 |
| Palisade Asset Management, LLC | 29,616 | $251.8 萬 | 0.29% | +522+1.8% | 加碼 |
| LMCG Investments, LLC | 29,561 | $251.3 萬 | 0.18% | −891−2.9% | 減碼 |
| Carret Asset Management, LLC | 29,353 | $249.6 萬 | 0.34% | −70−0.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 29,242 | $248.6 萬 | 0.02% | −52,344−64.2% | 減碼 |
| Pacer Advisors, Inc. | 29,092 | $247.3 萬 | 0.01% | +3,354+13.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,340 | $240.9 萬 | 0.10% | −99,166−77.8% | 減碼 |
| Morse Asset Management, Inc | 28,298 | $240.6 萬 | 0.87% | +2,185+8.4% | 加碼 |
| Ritholtz Wealth Management | 28,252 | $240.2 萬 | 0.13% | −7,237−20.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,190 | $239.7 萬 | 0.03% | −140.0% | 減碼 |
| Axxcess Wealth Management, LLC | 28,152 | $239.4 萬 | 0.20% | −724−2.5% | 減碼 |
| Centiva Capital, LP | 28,145 | $239.3 萬 | 0.20% | +2,522+9.8% | 加碼 |
| Hoey Investments, Inc | 27,852 | $236.8 萬 | 1.03% | −3,725−11.8% | 減碼 |
| Union Heritage Capital, LLC | 27,747 | $235.9 萬 | 1.44% | 00.0% | 不變 |