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。
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 | 2,746 | $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 |
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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 10,472 | $91.9 萬 | 0.35% | +2,884+38.0% | 加碼 |
| Columbia Trust Co 01012016 | 10,540 | $92.5 萬 | 0.53% | −2,391−18.5% | 減碼 |
| Schechter Investment Advisors, LLC | 10,574 | $92.8 萬 | 0.09% | +1,562+17.3% | 加碼 |
| NCM Capital Management, LLC | 10,595 | $93.0 萬 | 0.70% | −600−5.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 10,602 | $93.1 萬 | 0.17% | +7,199+211.5% | 加碼 |
| Compton Wealth Advisory Group, LLC | 10,713 | $94.1 萬 | 0.32% | +2,226+26.2% | 加碼 |
| First Horizon Advisors, Inc. | 10,747 | $94.4 萬 | 0.03% | +814+8.2% | 加碼 |
| McDonald Partners LLC | 10,751 | $94.4 萬 | 0.31% | −81−0.7% | 減碼 |
| Trust Co of Vermont | 10,763 | $94.5 萬 | 0.07% | +1,280+13.5% | 加碼 |
| Washington Trust Co | 10,775 | $94.6 萬 | 0.04% | −8−0.1% | 減碼 |
| HighTower Trust Services, LTA | 10,519 | $94.7 萬 | 0.09% | +2,904+38.1% | 加碼 |
| Buckley Wealth Management, LLC | 10,794 | $94.8 萬 | 0.35% | −1,199−10.0% | 減碼 |
| Vanguard Capital Wealth Advisors | 10,804 | $94.9 萬 | 0.95% | +172+1.6% | 加碼 |
| Atlas Private Wealth Advisors | 10,822 | $95.0 萬 | 0.44% | +40.0% | 加碼 |
| Beacon Financial Group | 11,335 | $95.2 萬 | 0.13% | +11,335 | 新進 |
| GFG Capital, LLC | 11,319 | $96.2 萬 | 0.22% | +6+0.1% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 10,971 | $96.3 萬 | 0.11% | −1,474−11.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,978 | $96.4 萬 | 0.02% | +3,236+41.8% | 加碼 |
| Triangle Securities Wealth Management | 10,990 | $96.5 萬 | 0.35% | −520−4.5% | 減碼 |
| StoneX Group Inc. | 10,998 | $96.6 萬 | 0.11% | +1,682+18.1% | 加碼 |
| Pacific Global Investment Management CO | 11,023 | $96.8 萬 | 0.21% | −622−5.3% | 減碼 |
| Davenport & Co LLC | 11,099 | $97.5 萬 | 0.01% | +2,366+27.1% | 加碼 |
| Charles Carroll Financial Partners, LLC | 11,228 | $98.6 萬 | 1.51% | −6,250−35.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 11,289 | $99.1 萬 | 0.11% | +508+4.7% | 加碼 |
| Allworth Financial LP | 11,304 | $99.2 萬 | 0.01% | +180+1.6% | 加碼 |
| Haverford Trust Co | 11,314 | $99.3 萬 | 0.01% | +2,261+25.0% | 加碼 |
| Mutual Advisors, LLC | 11,330 | $99.5 萬 | 0.04% | +1,419+14.3% | 加碼 |
| Citadel Advisors LLC | 11,339 | $99.6 萬 | 0.00% | −239,863−95.5% | 減碼 |
| Berkeley Capital Partners, LLC | 11,362 | $99.8 萬 | 0.37% | −391−3.3% | 減碼 |
| Ar Asset Management Inc | 11,400 | $100.1 萬 | 0.27% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 12,397 | $100.1 萬 | 0.08% | +2,486+25.1% | 加碼 |
| Old National Bancorp | 11,424 | $100.3 萬 | 0.03% | +13+0.1% | 加碼 |
| Central Bank & Trust Co | 11,481 | $100.8 萬 | 0.18% | −147−1.3% | 減碼 |
| Lansing Street Advisors | 11,496 | $100.9 萬 | 0.63% | +71+0.6% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,549 | $101.4 萬 | 0.26% | −241−2.0% | 減碼 |
| Northeast Financial Consultants Inc | 11,661 | $102.4 萬 | 0.07% | +16+0.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 11,678 | $102.5 萬 | 0.25% | +1,440+14.1% | 加碼 |
| PFG Investments, LLC | 11,697 | $102.7 萬 | 0.21% | +11,697 | 新進 |
| Verdence Capital Advisors LLC | 11,771 | $103.4 萬 | 0.12% | +995+9.2% | 加碼 |
| Quent Capital, LLC | 11,797 | $103.5 萬 | 0.18% | −263−2.2% | 減碼 |
| Asset Dedication, LLC | 11,783 | $103.5 萬 | 0.10% | +2,015+20.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,799 | $103.6 萬 | 0.13% | +764+6.9% | 加碼 |
| Harbor Investment Advisory, LLC | 11,801 | $103.6 萬 | 0.15% | −17−0.1% | 減碼 |
| Berkshire Asset Management LLC | 11,876 | $104.3 萬 | 0.06% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 11,896 | $104.5 萬 | 0.02% | +1,899+19.0% | 加碼 |
| Ostrum Asset Management | 11,900 | $104.5 萬 | 0.09% | +11,900 | 新進 |
| Delta Asset Management LLC | 11,927 | $104.7 萬 | 0.11% | −25−0.2% | 減碼 |
| Mather Group, LLC. | 11,932 | $104.8 萬 | 0.02% | +436+3.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 11,959 | $105.0 萬 | 0.11% | +300+2.6% | 加碼 |
| Private Trust Co NA | 11,968 | $105.1 萬 | 0.14% | +2,209+22.6% | 加碼 |
| WCG Wealth Advisors LLC | 11,985 | $105.2 萬 | 0.13% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 12,003 | $105.4 萬 | 0.34% | +68+0.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 12,026 | $105.6 萬 | 0.10% | −1,243−9.4% | 減碼 |
| FourThought Financial Partners, LLC | 12,040 | $105.7 萬 | 0.15% | −731−5.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 12,075 | $106.0 萬 | 0.08% | +245+2.1% | 加碼 |
| Cape Ann Savings Bank | 12,080 | $106.1 萬 | 0.74% | +569+4.9% | 加碼 |
| SYSTM Wealth Solutions LLC | 12,102 | $106.3 萬 | 0.16% | −1,766−12.7% | 減碼 |
| Affinity Investment Advisors, LLC | 12,171 | $106.9 萬 | 0.57% | −482−3.8% | 減碼 |
| Viewpoint Capital Management LLC | 12,215 | $107.2 萬 | 0.96% | −70−0.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 12,303 | $108.0 萬 | 0.07% | +5,998+95.1% | 加碼 |
| Perpetual Ltd | 12,312 | $108.1 萬 | 0.01% | +12,312 | 新進 |
| Wealthcare Advisory Partners LLC | 12,326 | $108.2 萬 | 0.05% | +359+3.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 12,374 | $108.7 萬 | 0.14% | +357+3.0% | 加碼 |
| Citizens Financial Group Inc | 12,401 | $108.9 萬 | 0.04% | −673−5.1% | 減碼 |
| Wintrust Investments LLC | 12,402 | $108.9 萬 | 0.14% | −594−4.6% | 減碼 |
| Harbour Capital Advisors, LLC | 12,425 | $109.0 萬 | 0.33% | +12,425 | 新進 |
| Fidelis Capital Partners, LLC | 12,859 | $109.1 萬 | 0.46% | +9,956+343.0% | 加碼 |
| Bard Financial Services, Inc. | 12,495 | $109.7 萬 | 0.09% | 00.0% | 不變 |
| Abbrea Capital, LLC | 12,513 | $109.9 萬 | 0.19% | +315+2.6% | 加碼 |
| First National Trust Co | 12,532 | $110.0 萬 | 0.06% | −93−0.7% | 減碼 |
| AMG National Trust Bank | 12,560 | $110.3 萬 | 0.04% | +1,622+14.8% | 加碼 |
| Principle Wealth Partners LLC | 12,565 | $110.3 萬 | 0.12% | +40.0% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $110.6 萬 | 0.43% | 00.0% | 不變 |
| Cetera Advisors LLC | 13,449 | $111.5 萬 | 0.02% | −442−3.2% | 減碼 |
| Wealthspire Advisors, LLC | 12,725 | $111.7 萬 | 0.02% | −1,251−9.0% | 減碼 |
| Pekin Hardy Strauss, Inc. | 12,735 | $111.8 萬 | 0.17% | +793+6.6% | 加碼 |
| Royal Fund Management, LLC | 12,747 | $111.9 萬 | 0.17% | +5,104+66.8% | 加碼 |
| Donald L. Hagan, LLC | 12,748 | $111.9 萬 | 0.62% | +499+4.1% | 加碼 |
| TLWM | 12,758 | $112.0 萬 | 0.36% | −96−0.7% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $112.6 萬 | 0.38% | −2,785−17.8% | 減碼 |
| Financial Advisory Service, Inc. | 12,840 | $112.7 萬 | 0.12% | +912+7.6% | 加碼 |
| Axq Capital, LP | 13,000 | $114.1 萬 | 0.45% | +13,000 | 新進 |
| Howland Capital Management LLC | 13,128 | $115.3 萬 | 0.07% | −399−2.9% | 減碼 |
| Investors Research Corp | 13,266 | $116.5 萬 | 0.30% | −400−2.9% | 減碼 |
| Balentine LLC | 13,274 | $116.5 萬 | 0.04% | +13,274 | 新進 |
| Washburn Capital Management, Inc. | 13,291 | $116.7 萬 | 1.01% | −1,810−12.0% | 減碼 |
| Nilsine Partners, LLC | 13,309 | $116.9 萬 | 0.18% | +13,309 | 新進 |
| Interchange Capital Partners, LLC | 13,316 | $116.9 萬 | 0.64% | +10,773+423.6% | 加碼 |
| Excalibur Management Corp | 13,378 | $117.5 萬 | 0.61% | −38−0.3% | 減碼 |
| Systematic Financial Management LP | 13,500 | $118.5 萬 | 0.04% | 00.0% | 不變 |
| Diversified Trust Co | 13,532 | $118.8 萬 | 0.05% | +2,894+27.2% | 加碼 |
| Whittier Trust Co | 13,593 | $119.3 萬 | 0.02% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 13,617 | $119.6 萬 | 0.74% | −777−5.4% | 減碼 |
| Summit Financial, LLC | 13,627 | $119.6 萬 | 0.10% | +452+3.4% | 加碼 |
| Wedbush Securities Inc | 13,648 | $119.8 萬 | 0.06% | −790−5.5% | 減碼 |
| South State Corp. | 13,813 | $121.3 萬 | 0.11% | −1,031−6.9% | 減碼 |
| S&CO Inc | 13,915 | $122.1 萬 | 0.10% | 00.0% | 不變 |
| New England Research & Management, Inc. | 13,992 | $122.8 萬 | 0.72% | −250−1.8% | 減碼 |
| Quantamental Technologies LLC | 13,988 | $122.8 萬 | 0.66% | +13,988 | 新進 |
| Engineers Gate Manager LP | 14,018 | $123.1 萬 | 0.05% | +14,018 | 新進 |