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 2,745 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。
2023 年第 1 季 13F 持有人
Morgan Stanley 在 2023/3/31 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
- 1,674
- 較 2022 年第 4 季 +26 家
- 持有股數
- 14.3 億
- 較 2022 年第 4 季 +1,821 萬 (+1.3%)
- 總市值
- $1,241 億
- 較 2022 年第 4 季 +$39.0 億 (+3.2%)
- 新進機構
- 145
- 另有 649 家加碼
- 清倉機構
- 119
- 另有 652 家減碼
另有 34 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 | 2,745 | $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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 1,538 | $13.5 萬 | 0.11% | +75+5.1% | 加碼 |
| Thompson Investment Management, Inc. | 1,562 | $13.7 萬 | 0.02% | +1,562 | 新進 |
| Machina Capital S.A.S. | 1,649 | $14.5 萬 | 0.13% | +1,649 | 新進 |
| Bogart Wealth, LLC | 1,665 | $14.6 萬 | 0.01% | +104+6.7% | 加碼 |
| Exchange Traded Concepts, LLC | 1,686 | $14.8 萬 | 0.00% | +1,580+1,490.6% | 加碼 |
| Proequities, Inc. | 1,709 | $15.1 萬 | 0.01% | +63+3.8% | 加碼 |
| Endurance Wealth Management, Inc. | 1,767 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 1,796 | $15.6 萬 | 0.13% | +74+4.3% | 加碼 |
| Grove Bank & Trust | 1,785 | $15.7 萬 | 0.03% | +211+13.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 1,789 | $15.7 萬 | 0.05% | +15+0.8% | 加碼 |
| Farmers & Merchants Investments Inc | 1,810 | $15.9 萬 | 0.01% | −17−0.9% | 減碼 |
| Atlas Capital Advisors LLC | 1,816 | $15.9 萬 | 0.03% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 1,821 | $16.0 萬 | 0.09% | −19−1.0% | 減碼 |
| Godsey & Gibb Associates | 1,836 | $16.1 萬 | 0.02% | −100−5.2% | 減碼 |
| IMA Wealth, Inc. | 1,842 | $16.2 萬 | 0.04% | −381−17.1% | 減碼 |
| Brown Shipley& Co Ltd | 1,874 | $16.5 萬 | 0.11% | +1,874 | 新進 |
| Credential Qtrade Securities Inc. | 1,895 | $16.6 萬 | 0.01% | −25−1.3% | 減碼 |
| BerganKDV Wealth Management, LLC | 1,929 | $16.9 萬 | 0.02% | +91+5.0% | 加碼 |
| Emfo, LLC | 2,000 | $17.6 萬 | 0.17% | +2,000 | 新進 |
| Baystate Wealth Management LLC | 2,012 | $17.7 萬 | 0.02% | +108+5.7% | 加碼 |
| Independence Bank of Kentucky | 2,054 | $18.0 萬 | 0.08% | +550+36.6% | 加碼 |
| Motco | 2,084 | $18.3 萬 | 0.01% | −52−2.4% | 減碼 |
| Glassman Wealth Services | 2,104 | $18.5 萬 | 0.03% | +844+67.0% | 加碼 |
| Boyd Watterson Asset Management LLC | 2,122 | $18.6 萬 | 0.08% | +15+0.7% | 加碼 |
| Missouri Trust & Investment Co | 2,151 | $18.9 萬 | 0.12% | −114−5.0% | 減碼 |
| Old North State Trust, LLC | 2,169 | $19.0 萬 | 0.13% | +22+1.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,200 | $19.3 萬 | 0.00% | +211+10.6% | 加碼 |
| Baker Avenue Asset Management, LP | 2,208 | $19.4 萬 | 0.01% | +5+0.2% | 加碼 |
| Harbour Investments, Inc. | 2,235 | $19.6 萬 | 0.01% | −508−18.5% | 減碼 |
| Prestige Wealth Management Group LLC | 2,269 | $19.9 萬 | 0.05% | −89−3.8% | 減碼 |
| Vicus Capital | 2,284 | $20.1 萬 | 0.02% | +2,284 | 新進 |
| Aft, Forsyth & Company, Inc. | 2,285 | $20.1 萬 | 0.16% | +2,285 | 新進 |
| Optimum Investment Advisors | 2,300 | $20.2 萬 | 0.11% | −8−0.3% | 減碼 |
| Talisman Wealth Advisors LLC | 2,300 | $20.2 萬 | 0.36% | +2,300 | 新進 |
| Avestar Capital, LLC | 2,303 | $20.2 萬 | 0.04% | +2,303 | 新進 |
| Ssi Investment Management LLC | 2,304 | $20.2 萬 | 0.01% | −545−19.1% | 減碼 |
| Terry L. Blaker | 2,317 | $20.3 萬 | 0.02% | +2,317 | 新進 |
| Firestone Capital Management | 2,318 | $20.4 萬 | 0.07% | +2,318 | 新進 |
| Winthrop Advisory Group LLC | 2,330 | $20.5 萬 | 0.04% | +2,330 | 新進 |
| Karpas Strategies, LLC | 2,334 | $20.5 萬 | 0.07% | +2,334 | 新進 |
| First National Bank of South Miami | 2,350 | $20.6 萬 | 0.16% | −8−0.3% | 減碼 |
| HFG Advisors, Inc. | 2,355 | $20.7 萬 | 0.24% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 2,370 | $20.8 萬 | 0.08% | +2,370 | 新進 |
| Austin Private Wealth, LLC | 2,374 | $20.8 萬 | 0.03% | +2,374 | 新進 |
| BancorpSouth Bank | 2,374 | $20.8 萬 | 0.02% | +2,374 | 新進 |
| Boothbay Fund Management, LLC | 2,375 | $20.9 萬 | 0.01% | +2,375 | 新進 |
| PFG Advisors | 2,388 | $21.0 萬 | 0.02% | −424−15.1% | 減碼 |
| Windsor Group LTD | 2,512 | $21.1 萬 | 0.04% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,404 | $21.1 萬 | 0.02% | +69+3.0% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,416 | $21.2 萬 | 0.05% | −127−5.0% | 減碼 |
| Boston Trust Walden Corp | 2,423 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 2,429 | $21.3 萬 | 0.26% | −264−9.8% | 減碼 |
| REDW Wealth LLC | 2,433 | $21.4 萬 | 0.07% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 2,467 | $21.4 萬 | 0.23% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 2,434 | $21.4 萬 | 0.02% | −141−5.5% | 減碼 |
| Hoxton Planning & Management, LLC | 2,449 | $21.5 萬 | 0.12% | −28−1.1% | 減碼 |
| Chicago Trust Co NA | 2,454 | $21.5 萬 | 0.05% | −62−2.5% | 減碼 |
| Soltis Investment Advisors LLC | 2,455 | $21.6 萬 | 0.03% | +34+1.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,470 | $21.7 萬 | 0.09% | +39+1.6% | 加碼 |
| Hall Capital Management Co Inc | 2,490 | $21.9 萬 | 0.13% | 00.0% | 不變 |
| Pflug Koory, LLC | 2,494 | $21.9 萬 | 0.12% | −75−2.9% | 減碼 |
| Oxford Financial Group Ltd | 2,497 | $21.9 萬 | 0.02% | +2,497 | 新進 |
| Beck Mack & Oliver LLC | 2,500 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Gruss & Co., LLC | 2,500 | $21.9 萬 | 1.39% | +2,500 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 2,501 | $22.0 萬 | 0.06% | +2,501 | 新進 |
| Highlander Capital Management, LLC | 2,500 | $22.0 萬 | 0.11% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 2,511 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 2,512 | $22.1 萬 | 0.07% | +2,512 | 新進 |
| Ofi Invest Asset Management | 19,431,194 | $22.1 萬 | 1.14% | +19,431,194 | 新進 |
| Flynn Zito Capital Management, LLC | 2,521 | $22.1 萬 | 0.16% | +2,521 | 新進 |
| Bangor Savings Bank | 2,525 | $22.2 萬 | 0.03% | −78−3.0% | 減碼 |
| Doheny Asset Management | 2,523 | $22.2 萬 | 0.20% | −203−7.4% | 減碼 |
| Lifestyle Asset Management, Inc. | 2,530 | $22.2 萬 | 0.15% | +2,530 | 新進 |
| Hemington Wealth Management | 2,542 | $22.3 萬 | 0.09% | −56−2.2% | 減碼 |
| Tower Bridge Advisors | 2,542 | $22.3 萬 | 0.02% | −1,200−32.1% | 減碼 |
| Horizon Wealth Management, LLC | 2,543 | $22.3 萬 | 0.17% | +2+0.1% | 加碼 |
| Kingfisher Capital LLC | 2,545 | $22.3 萬 | 0.06% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 2,549 | $22.4 萬 | 0.16% | +113+4.6% | 加碼 |
| Fiduciary Group LLC | 2,554 | $22.4 萬 | 0.03% | +2,554 | 新進 |
| Pictet & Cie (Europe) SA | 2,557 | $22.5 萬 | 0.01% | +2,557 | 新進 |
| Clear Street Markets LLC | 2,564 | $22.5 萬 | 0.06% | −60,568−95.9% | 減碼 |
| Summit Global Investments | 2,563 | $22.5 萬 | 0.02% | −5−0.2% | 減碼 |
| Castleview Partners, LLC | 2,573 | $22.6 萬 | 0.20% | +176+7.3% | 加碼 |
| Key Financial Inc | 2,576 | $22.6 萬 | 0.08% | +536+26.3% | 加碼 |
| Welch Group, LLC | 2,588 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 2,591 | $22.8 萬 | 0.03% | +116+4.7% | 加碼 |
| Cantor Fitzgerald, L. P. | 2,600 | $22.8 萬 | 0.00% | −3,587−58.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 2,617 | $23.0 萬 | 0.03% | −1,753−40.1% | 減碼 |
| Sandy Spring Bank | 2,625 | $23.0 萬 | 0.01% | +337+14.7% | 加碼 |
| Eagle Strategies LLC | 2,634 | $23.1 萬 | 0.06% | +102+4.0% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,637 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 2,639 | $23.2 萬 | 0.11% | +7+0.3% | 加碼 |
| Insigneo Advisory Services, LLC | 2,658 | $23.2 萬 | 0.07% | −4,057−60.4% | 減碼 |
| Pinnacle Financial Partners Inc | 2,650 | $23.3 萬 | 0.01% | +2,650 | 新進 |
| Congress Park Capital LLC | 2,650 | $23.3 萬 | 0.14% | −200−7.0% | 減碼 |
| Ropes Wealth Advisors LLC | 2,655 | $23.3 萬 | 0.04% | +2,655 | 新進 |
| Daymark Wealth Partners, LLC | 2,656 | $23.3 萬 | 0.03% | +2,656 | 新進 |
| Focus Financial Network, Inc. | 2,658 | $23.3 萬 | 0.01% | −5−0.2% | 減碼 |
| Associated Banc-Corp | 2,658 | $23.3 萬 | 0.01% | −7−0.3% | 減碼 |
| Resonant Capital Advisors, LLC | 2,670 | $23.4 萬 | 0.03% | −918−25.6% | 減碼 |