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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 18,343 | $156.0 萬 | 0.10% | +6,279+52.0% | 加碼 |
| Acropolis Investment Management, LLC | 18,193 | $154.7 萬 | 0.14% | +90.0% | 加碼 |
| Abbot Financial Management, Inc. | 18,145 | $154.3 萬 | 1.06% | −875−4.6% | 減碼 |
| Phoenix Holdings Ltd. | 18,141 | $154.2 萬 | 0.03% | −13,682−43.0% | 減碼 |
| Colony Group LLC | 18,062 | $153.6 萬 | 0.02% | +9,727+116.7% | 加碼 |
| CoreCap Advisors, LLC | 17,945 | $152.6 萬 | 0.11% | +2,298+14.7% | 加碼 |
| NVWM, LLC | 17,899 | $152.2 萬 | 0.55% | +24+0.1% | 加碼 |
| Decatur Capital Management, Inc. | 17,742 | $150.8 萬 | 1.09% | 00.0% | 不變 |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $150.6 萬 | 1.31% | 00.0% | 不變 |
| Intrust Bank NA | 17,653 | $150.1 萬 | 0.21% | +250+1.4% | 加碼 |
| Charles Carroll Financial Partners, LLC | 17,478 | $148.6 萬 | 2.30% | −1,350−7.2% | 減碼 |
| Chemung Canal Trust Co | 17,386 | $147.9 萬 | 0.34% | −715−4.0% | 減碼 |
| Redwood Investment Management, LLC | 17,367 | $147.7 萬 | 0.20% | −1,581−8.3% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $147.3 萬 | 0.07% | 00.0% | 不變 |
| Trust Investment Advisors | 17,265 | $146.8 萬 | 1.38% | −165−0.9% | 減碼 |
| Equitable Holdings, Inc. | 17,242 | $146.6 萬 | 0.03% | +1,954+12.8% | 加碼 |
| Institute for Wealth Management, LLC. | 17,143 | $145.7 萬 | 0.31% | −845−4.7% | 減碼 |
| Shelton Capital Management | 17,100 | $145.4 萬 | 0.15% | −121,275−87.6% | 減碼 |
| Vise Technologies, Inc. | 17,098 | $145.4 萬 | 0.45% | +2,324+15.7% | 加碼 |
| Checchi Capital Advisers, LLC | 17,067 | $145.1 萬 | 0.15% | −128−0.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 17,012 | $144.6 萬 | 0.03% | −178−1.0% | 減碼 |
| Merit Financial Group, LLC | 16,978 | $144.3 萬 | 0.05% | +20+0.1% | 加碼 |
| Oak Asset Management, LLC | 16,928 | $143.9 萬 | 0.65% | −25−0.1% | 減碼 |
| Strategic Advisors LLC | 16,891 | $143.6 萬 | 0.32% | +70.0% | 加碼 |
| Altman Advisors, Inc. | 16,025 | $143.3 萬 | 0.88% | −580−3.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 16,669 | $141.7 萬 | 0.07% | +30.0% | 加碼 |
| Bryn Mawr Trust Co | 16,602 | $141.1 萬 | 0.06% | −81−0.5% | 減碼 |
| Saba Capital Management, L.P. | 16,594 | $141.1 萬 | 0.02% | −46,042−73.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 16,576 | $140.9 萬 | 0.05% | −10,430−38.6% | 減碼 |
| Quadrant Capital Group LLC | 16,428 | $139.7 萬 | 0.16% | +3,702+29.1% | 加碼 |
| Desjardins Global Asset Management Inc. | 16,415 | $139.5 萬 | 0.22% | −7,683−31.9% | 減碼 |
| Congress Wealth Management LLC | 16,407 | $139.5 萬 | 0.04% | −61−0.4% | 減碼 |
| White Pine Capital LLC | 16,230 | $138.0 萬 | 0.54% | +170+1.1% | 加碼 |
| Essex Investment Management Co LLC | 16,220 | $137.9 萬 | 0.21% | −876−5.1% | 減碼 |
| Argus Investors' Counsel, Inc. | 16,200 | $137.7 萬 | 1.11% | +80+0.5% | 加碼 |
| Am Investment Strategies LLC | 16,197 | $137.7 萬 | 0.49% | +116+0.7% | 加碼 |
| Profund Advisors LLC | 16,184 | $137.6 萬 | 0.09% | +1,332+9.0% | 加碼 |
| Meridian Wealth Management, LLC | 16,116 | $137.0 萬 | 0.13% | +162+1.0% | 加碼 |
| Allen Investment Management LLC | 16,005 | $136.1 萬 | 0.02% | −309−1.9% | 減碼 |
| Centaurus Financial, Inc. | 15,989 | $135.9 萬 | 0.13% | −1,244−7.2% | 減碼 |
| Capital Markets Trading UK LLP | 15,928 | $135.4 萬 | 3.58% | +15,928 | 新進 |
| Wolff Wiese Magana LLC | 15,857 | $134.8 萬 | 1.16% | +985+6.6% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 15,853 | $134.8 萬 | 0.35% | −500−3.1% | 減碼 |
| King Luther Capital Management Corp | 15,789 | $134.2 萬 | 0.01% | −339−2.1% | 減碼 |
| Trust Asset Management LLC | 15,782 | $134.2 萬 | 0.17% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 15,699 | $133.5 萬 | 0.05% | +5,515+54.2% | 加碼 |
| Neville Rodie & Shaw Inc | 15,655 | $133.1 萬 | 0.13% | −5,775−26.9% | 減碼 |
| Chesapeake Wealth Management | 15,635 | $132.9 萬 | 0.58% | +910+6.2% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 15,610 | $132.7 萬 | 0.48% | +1,866+13.6% | 加碼 |
| Covenant Asset Management, LLC | 15,601 | $132.6 萬 | 0.48% | +12,979+495.0% | 加碼 |
| Paradigm Asset Management Co LLC | 15,600 | $132.6 萬 | 0.37% | +15,600 | 新進 |
| 1st Source Bank | 15,589 | $132.5 萬 | 0.09% | −190−1.2% | 減碼 |
| Cigna Investments Inc | 15,558 | $132.2 萬 | 0.28% | −169−1.1% | 減碼 |
| Mystic Asset Management, Inc. | 15,510 | $131.9 萬 | 0.75% | −10−0.1% | 減碼 |
| Dakota Wealth Management | 15,452 | $131.4 萬 | 0.09% | +3,312+27.3% | 加碼 |
| Financial Counselors Inc | 15,411 | $131.0 萬 | 0.03% | +494+3.3% | 加碼 |
| Bradley Foster & Sargent Inc | 15,391 | $130.9 萬 | 0.03% | −132−0.9% | 減碼 |
| Somerset Trust Co | 15,377 | $130.7 萬 | 0.55% | +195+1.3% | 加碼 |
| ExodusPoint Capital Management, LP | 15,375 | $130.7 萬 | 0.02% | +15,375 | 新進 |
| ARGI Investment Services, LLC | 15,305 | $130.1 萬 | 0.04% | −727−4.5% | 減碼 |
| Long Run Wealth Advisors, LLC | 15,300 | $130.1 萬 | 0.47% | +285+1.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,239 | $129.6 萬 | 0.19% | +970+6.8% | 加碼 |
| GPS Wealth Strategies Group, LLC | 15,218 | $129.4 萬 | 0.39% | +375+2.5% | 加碼 |
| IFG Advisory, LLC | 15,141 | $128.7 萬 | 0.13% | −943−5.9% | 減碼 |
| Washburn Capital Management, Inc. | 15,101 | $128.4 萬 | 1.17% | +496+3.4% | 加碼 |
| Green Harvest Asset Management LLC | 15,086 | $128.3 萬 | 0.06% | +15,086 | 新進 |
| Delphi Management Inc | 15,079 | $128.2 萬 | 1.55% | +15,079 | 新進 |
| Schear Investment Advisers, LLC | 15,048 | $127.9 萬 | 1.58% | +15,048 | 新進 |
| Parkside Investments, LLC | 15,000 | $127.5 萬 | 0.25% | 00.0% | 不變 |
| Zenyatta Capital Management LP | 15,000 | $127.5 萬 | 0.71% | +15,000 | 新進 |
| Diligent Investors, LLC | 14,878 | $126.5 萬 | 0.41% | −398−2.6% | 減碼 |
| South State Corp. | 14,844 | $126.2 萬 | 0.12% | +374+2.6% | 加碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $125.0 萬 | 0.56% | 00.0% | 不變 |
| Atlas Private Wealth Management | 14,602 | $124.1 萬 | 0.57% | +1,427+10.8% | 加碼 |
| SevenBridge Financial Group, LLC | 14,565 | $123.8 萬 | 0.36% | 00.0% | 不變 |
| Krilogy Financial LLC | 14,548 | $123.7 萬 | 0.12% | +14,548 | 新進 |
| Fund Management at Engine No. 1 LLC | 14,513 | $123.4 萬 | 0.30% | +1,638+12.7% | 加碼 |
| Duff & Phelps Investment Management Co | 14,501 | $123.3 萬 | 0.01% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,438 | $122.8 萬 | 0.07% | +3,759+35.2% | 加碼 |
| Zullo Investment Group, Inc. | 14,394 | $122.4 萬 | 0.75% | −21−0.1% | 減碼 |
| River Street Advisors LLC | 14,340 | $121.9 萬 | 1.31% | +14,340 | 新進 |
| Ironwood Investment Counsel, LLC | 14,333 | $121.9 萬 | 0.30% | +175+1.2% | 加碼 |
| Mach-1 Financial Group, Inc. | 14,291 | $121.5 萬 | 0.57% | +9,594+204.3% | 加碼 |
| New England Research & Management, Inc. | 14,242 | $121.1 萬 | 0.70% | +4,300+43.3% | 加碼 |
| Salzhauer Michael | 14,180 | $120.6 萬 | 0.73% | +7,040+98.6% | 加碼 |
| Wealthspire Advisors, LLC | 13,976 | $118.8 萬 | 0.02% | +4,101+41.5% | 加碼 |
| S&CO Inc | 13,915 | $118.3 萬 | 0.10% | 00.0% | 不變 |
| Boston Partners | 13,890 | $118.1 萬 | 0.00% | +322+2.4% | 加碼 |
| SYSTM Wealth Solutions LLC | 13,868 | $117.9 萬 | 0.15% | +13,868 | 新進 |
| Strategic Investment Advisors | 13,796 | $117.3 萬 | 0.24% | +288+2.1% | 加碼 |
| Belpointe Asset Management LLC | 13,668 | $116.2 萬 | 0.07% | −6,392−31.9% | 減碼 |
| Investors Research Corp | 13,666 | $116.2 萬 | 0.31% | +250+1.9% | 加碼 |
| Waterfront Wealth Inc. | 11,935 | $115.6 萬 | 0.40% | −648−5.1% | 減碼 |
| Whittier Trust Co | 13,593 | $115.6 萬 | 0.02% | +839+6.6% | 加碼 |
| Howland Capital Management LLC | 13,527 | $115.0 萬 | 0.07% | 00.0% | 不變 |
| Systematic Financial Management LP | 13,500 | $114.8 萬 | 0.04% | 00.0% | 不變 |
| Excalibur Management Corp | 13,416 | $114.1 萬 | 0.60% | −65−0.5% | 減碼 |
| Valeo Financial Advisors, LLC | 13,235 | $112.5 萬 | 0.06% | +4,271+47.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 13,269 | $112.4 萬 | 0.11% | +542+4.3% | 加碼 |
| Moors & Cabot, Inc. | 13,222 | $112.4 萬 | 0.08% | −3,299−20.0% | 減碼 |