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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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2023 年第 1 季與 2022 年第 4 季比較

持有 Morgan Stanley 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

MS 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數1,682341,674+26
股數14.1 億72.0 萬14.3 億+1,821 萬 (+1.3%)
市值$1,202 億$9,143 萬$1,241 億+$39.0 億 (+3.2%)

34 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(145 家)

2023 年第 1 季季末持有 Morgan Stanley、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 145 家。

2023 年第 1 季新進 MS 的機構
機構股數市值佔組合 %
Canoe Financial LP709,275$6,227 萬0.87%
Eisler Capital (UK) Ltd.562,736$4,941 萬4.27%
Zurich Insurance Group Ltd417,380$3,665 萬0.46%
Meitav Dash Investments Ltd310,400$2,673 萬0.46%
Abn Amro Investment Solutions138,812$1,219 萬0.25%
Gillson Capital LP123,691$1,086 萬0.90%
Wealth Enhancement Advisory Services, LLC110,382$969.2 萬0.11%
Chilton Investment Co LLC96,188$844.5 萬0.26%
Twinbeech Capital LP76,310$670.0 萬0.14%
Canandaigua National Bank & Trust Co52,164$458.0 萬0.77%
Providence Capital Advisors, LLC46,800$410.9 萬1.09%
Parallax Volatility Advisers, L.P.45,628$400.6 萬0.14%
Vestor Capital, LLC44,149$387.6 萬0.46%
Tradewinds, LLC.42,396$372.2 萬2.26%
Vinva Investment Management Ltd40,040$344.8 萬0.29%
Evexia Wealth LLC38,662$323.7 萬1.74%
Bayesian Capital Management, LP32,900$288.9 萬0.36%
TCG Advisory Services, LLC31,457$276.2 萬0.58%
Richard P Slaughter Associates Inc29,120$255.7 萬0.84%
Alberta Investment Management Corp28,500$250.2 萬0.02%
Walleye Capital LLC22,257$195.4 萬0.04%
Nippon Life Global Investors Americas, Inc.21,750$191.0 萬0.12%
Scholtz & Company, LLC21,737$190.9 萬1.36%
Eisler Capital (US) LLC21,341$187.4 萬0.95%
Harbor Capital Advisors, Inc.20,162$177.0 萬0.51%
Crestline Management, LP20,000$175.6 萬0.21%
Gsa Capital Partners LLP17,488$153.5 萬0.15%
Northcape Wealth Management, LLC17,255$151.5 萬0.55%
LGT Fund Management Co Ltd.17,140$150.5 萬0.64%
Brookfield Asset Management Inc.15,918$139.8 萬0.01%
Avalon Trust Co15,600$137.0 萬0.14%
Engineers Gate Manager LP14,018$123.1 萬0.05%
Quantamental Technologies LLC13,988$122.8 萬0.66%
Nilsine Partners, LLC13,309$116.9 萬0.18%
Balentine LLC13,274$116.5 萬0.04%
Axq Capital, LP13,000$114.1 萬0.45%
Harbour Capital Advisors, LLC12,425$109.0 萬0.33%
Perpetual Ltd12,312$108.1 萬0.01%
Ostrum Asset Management11,900$104.5 萬0.09%
PFG Investments, LLC11,697$102.7 萬0.21%
Beacon Financial Group11,335$95.2 萬0.13%
Golden State Equity Partners10,375$91.1 萬0.49%
Raffles Associates LP10,000$87.8 萬1.20%
Acrisure Capital Management, LLC8,370$73.5 萬0.74%
AlphaCore Capital LLC8,192$71.9 萬0.19%
V-Square Quantitative Management LLC8,169$71.7 萬0.66%
Blueshift Asset Management, LLC7,985$70.1 萬0.29%
Mirabella Financial Services LLP7,710$67.7 萬0.14%
Empower Advisory Group, LLC7,313$63.7 萬0.00%
Marble Harbor Investment Counsel, LLC7,233$63.5 萬0.08%
Menard Financial Group LLC7,125$62.6 萬1.45%
Oak Thistle LLC7,050$61.9 萬0.37%
Maven Securities LTD6,718$59.0 萬0.09%
Teza Capital Management LLC6,459$56.7 萬0.12%
LMR Partners LLP6,432$56.5 萬0.01%
Rational Advisors LLC6,374$56.0 萬0.05%
Legacy Capital Group California, Inc.5,725$50.3 萬0.25%
Central Asset Investments & Management Holdings (HK) Ltd5,600$49.2 萬0.52%
PDS Planning, Inc5,078$44.6 萬0.06%
Cornerstone Wealth Management, LLC5,051$44.3 萬0.04%
C2C Wealth Management, LLC5,121$43.8 萬0.07%
IAM Advisory, LLC4,869$42.7 萬0.15%
Fifth Third Wealth Advisors LLC4,712$41.4 萬0.77%
Lion Street Advisors, LLC4,343$38.1 萬0.12%
Infrastructure Capital Advisors, LLC4,052$35.6 萬0.07%
Imprint Wealth LLC3,947$34.7 萬0.23%
Concord Asset Management, LLC3,912$34.3 萬0.14%
Eagle Asset Management Inc3,794$33.3 萬0.00%
Sentinus, LLC3,768$33.1 萬0.11%
Sender Co & Partners, Inc.3,683$32.3 萬1.17%
Icon Wealth Partners, LLC3,665$32.2 萬0.04%
MQS Management LLC3,648$32.0 萬0.21%
World Equity Group, Inc.42,956$30.7 萬0.05%
Liberty Wealth Management LLC3,467$30.0 萬0.06%
Great Lakes Advisors, LLC3,290$28.9 萬0.00%
Journey Advisory Group, LLC3,187$28.0 萬0.04%
Provence Wealth Management Group3,143$27.6 萬0.18%
Belvedere Trading LLC3,088$27.1 萬0.12%
Goldstone Financial Group, LLC2,978$26.2 萬0.09%
NBW Capital LLC2,902$25.5 萬0.06%
Asahi Life Asset Management Co., Ltd.2,870$25.2 萬0.08%
Fortis Group Advisors, LLC2,779$25.0 萬0.08%
Chatham Capital Group, Inc.2,791$24.5 萬0.05%
Keel Point, LLC2,744$24.1 萬0.03%
Founders Financial Securities LLC2,720$23.9 萬0.03%
La Financiere de L'Echiquier2,700$23.7 萬0.01%
HBW Advisory Services LLC2,696$23.7 萬0.06%
Daymark Wealth Partners, LLC2,656$23.3 萬0.03%
Ropes Wealth Advisors LLC2,655$23.3 萬0.04%
Pinnacle Financial Partners Inc2,650$23.3 萬0.01%
Pictet & Cie (Europe) SA2,557$22.5 萬0.01%
Fiduciary Group LLC2,554$22.4 萬0.03%
Lifestyle Asset Management, Inc.2,530$22.2 萬0.15%
Flynn Zito Capital Management, LLC2,521$22.1 萬0.16%
Ofi Invest Asset Management19,431,194$22.1 萬1.14%
Ethos Financial Group, LLC2,512$22.1 萬0.07%
Farmers & Merchants Trust Co of Long Beach2,501$22.0 萬0.06%
Gruss & Co., LLC2,500$21.9 萬1.39%
Oxford Financial Group Ltd2,497$21.9 萬0.02%
Boothbay Fund Management, LLC2,375$20.9 萬0.01%

清倉機構(119 家)

2022 年第 4 季季末持有 Morgan Stanley、2023 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 119 家。

2023 年第 1 季清倉 MS 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Sound Shore Management Inc619,501$5,267 萬
Walleye Trading LLC318,886$2,711 萬
Ergoteles LLC266,252$2,264 萬
Point72 Asset Management, L.P.237,192$2,017 萬
Squarepoint Ops LLC225,527$1,917 萬
Teewinot Capital Advisers, L.L.C.185,903$1,581 萬
HRT Financial LP174,658$1,485 萬
Kettle Hill Capital Management, LLC140,182$1,192 萬
Fullerton Fund Management Co Ltd.116,159$987.6 萬
Mizuho Markets Cayman LP83,632$711.0 萬
Holocene Advisors, LP75,998$646.1 萬
Virginia Retirement Systems Et Al67,200$571.3 萬
Chiron Investment Management, LLC65,713$558.7 萬
Bridgewater Associates, LP62,501$531.4 萬
Point72 Europe (London) LLP57,993$493.1 萬
Schonfeld Strategic Advisors LLC54,730$465.3 萬
Occudo Quantitative Strategies LP42,235$359.1 萬
Jackson Wealth Management, LLC40,098$340.9 萬
Otter Creek Advisors, LLC35,000$297.6 萬
TBH Global Asset Management, LLC34,103$289.9 萬
Rpo LLC32,900$279.7 萬
Cubist Systematic Strategies, LLC29,242$248.6 萬
HAP Trading, LLC25,765$219.1 萬
Aigen Investment Management, LP23,540$200.1 萬
Portman Square Capital LLP21,082$179.2 萬
Phoenix Holdings Ltd.18,141$154.2 萬
Redwood Investment Management, LLC17,367$147.7 萬
Saba Capital Management, L.P.16,594$141.1 萬
Capital Markets Trading UK LLP15,928$135.4 萬
Zenyatta Capital Management LP15,000$127.5 萬
Boston Partners13,890$118.1 萬
Marex Group plc10,854$92.3 萬
Childress Capital Advisors, LLC10,692$90.9 萬
Qsemble Capital Management, LP9,700$82.5 萬
Stableford Capital II LLC9,109$79.8 萬
Warther Private Wealth, LLC9,355$79.5 萬
NWK Group, Inc.9,348$79.5 萬
Outlook Wealth Advisors, LLC8,964$76.2 萬
Diametric Capital, LP8,406$71.5 萬
Cutler Group LP8,120$69.0 萬
Woodmont Investment Counsel LLC8,104$68.9 萬
Johnson & White Wealth Management, LLC3,709$66.6 萬
Ibex Wealth Advisors6,707$57.0 萬
One River Asset Management, LLC6,235$53.1 萬
Healthcare of Ontario Pension Plan Trust Fund5,646$48.0 萬
Prelude Capital Management, LLC5,635$47.9 萬
Morris Retirement Advisors, LLC5,566$47.3 萬
CMT Capital Markets Trading GmbH5,500$46.8 萬
Mirova4,735$40.3 萬
Perritt Capital Management Inc4,530$38.5 萬
Jump Financial, LLC4,503$38.3 萬
Poplar Forest Capital LLC4,161$35.4 萬
Money Concepts Capital Corp4,127$35.1 萬
Cutter & CO Brokerage, Inc.4,070$34.6 萬
Carnegie Capital Asset Management, LLC4,037$34.3 萬
Richard W. Paul & Associates, LLC3,914$33.3 萬
Quarry LP3,876$33.0 萬
BBR Partners, LLC3,860$32.8 萬
Bridgefront Capital, LLC3,852$32.7 萬
Per Stirling Capital Management, LLC.3,266$27.8 萬
Gratus Capital LLC3,067$26.1 萬
First Affirmative Financial Network3,058$26.0 萬
IMPACTfolio, LLC3,033$25.8 萬
Leisure Capital Management2,904$24.7 萬
Michael B. Yongue2,838$24.1 萬
Clear Creek Financial Management, LLC2,800$23.8 萬
Detalus Advisors, LLC2,800$23.8 萬
Novare Capital Management LLC2,775$23.6 萬
Raleigh Capital Management Inc.2,767$23.5 萬
Bluefin Capital Management, LLC2,740$23.3 萬
FSB Premier Wealth Management, Inc.2,714$23.1 萬
Journey Strategic Wealth LLC2,662$22.6 萬
Fort Sheridan Advisors LLC2,512$21.4 萬
Cipher Capital LP2,476$21.1 萬
Washington Trust Bank2,431$20.7 萬
TrueWealth Advisors, LLC2,415$20.5 萬
Smallwood Wealth Investment Management, LLC2,403$20.4 萬
MBL Wealth, LLC2,383$20.3 萬
Interactive Financial Advisors2,000$17.0 萬
Magellan Asset Management Ltd1,530$13.0 萬
3Chopt Investment Partners, LLC1,500$12.8 萬
Romano Brothers and Company1,272$10.8 萬
WD Rutherford LLC1,215$10.3 萬
Bay Harbor Wealth Management, LLC887$7.50 萬
One Wealth Advisors, LLC795$6.75 萬
Silicon Valley Capital Partners741$6.30 萬
Paragon Wealth Strategies, LLC629$5.35 萬
Corrado Advisors, LLC600$5.10 萬
Marshall & Sullivan Inc500$4.25 萬
Freedom Wealth Alliance, LLC500$4.25 萬
Coppell Advisory Solutions LLC400$3.40 萬
Coppell Advisory Solutions Corp.400$3.40 萬
MRP Capital Investments, LLC400$3.40 萬
Okabena Investment Services Inc386$3.28 萬
My Personal CFO, LLC357$3.04 萬
Elequin Capital LP338$2.87 萬
Accurate Wealth Management, LLC312$2.78 萬
Chelsea Counsel Co300$2.55 萬
McElhenny Sheffield Capital Management, LLC300$2.55 萬
Seldon Capital LP282$2.40 萬

尚未申報 2023 年第 1 季的機構(34 家)

2022 年第 4 季季末持有 Morgan Stanley、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 MS、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Abeille Asset Management SA26,719$2,992 萬
Comerica Bank233,611$2,268 萬
Bank of the West135,608$1,153 萬
Allstate Investment Management Co55,392$470.9 萬
Canandaigua National Corp55,347$470.6 萬
Regent Investment Management LLC41,625$353.9 萬
YorkBridge Wealth Partners, LLC20,250$172.2 萬
CoreCap Advisors, LLC17,945$152.6 萬
ARGI Investment Services, LLC15,305$130.1 萬
Delphi Management Inc15,079$128.2 萬
Seeyond12,707$108.0 萬
Gofen & Glossberg LLC12,097$102.9 萬
Zeke Capital Advisors, LLC9,992$85.0 萬
Pendal Group Limited8,379$71.2 萬
Perpetual Investment Management Ltd7,200$61.2 萬
Personal Capital Advisors Corp5,868$49.9 萬
Alpha Paradigm Partners, LLC5,259$44.7 萬
Laurel Wealth Advisors, Inc.5,079$43.2 萬
Sargent Bickham Lagudis LLC4,450$37.8 萬
First Citizens Financial Corp4,208$35.8 萬
Willner & Heller, LLC4,126$35.1 萬
Boenning & Scattergood, Inc.3,768$32.9 萬
Icon Wealth Advisors, LLC3,665$31.2 萬
Red Cedar Capital, LLC3,500$29.8 萬
Spartan Planning & Wealth Management3,060$26.0 萬
Keystone Financial Group2,886$24.5 萬
Burleson & Company, LLC1,104$9.39 萬
Capital Directions Investment Advisors, LLC845$7.18 萬
Trustcore Financial Services, LLC630$5.36 萬
Semmax Financial Advisors Inc.519$5.00 萬
Heritage Wealth Management, LLC286$2.43 萬
Glass Jacobson Investment Advisors llc184$1.57 萬
Cornerstone Planning Group LLC76$7,156
St Germain D J Co Inc3,712$6,600