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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 9,459 | $83.0 萬 | 0.06% | −3,763−28.5% | 減碼 |
| Capital Asset Advisory Services LLC | 9,455 | $83.0 萬 | 0.06% | +2,171+29.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,432 | $82.8 萬 | 0.26% | −516−5.2% | 減碼 |
| Global Retirement Partners, LLC | 9,768 | $82.8 萬 | 0.04% | +5,378+122.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 9,353 | $82.1 萬 | 0.05% | −407−4.2% | 減碼 |
| W Advisors, LLC | 9,227 | $81.0 萬 | 0.67% | +15+0.2% | 加碼 |
| Pennsylvania Capital Management Inc | 9,103 | $79.9 萬 | 0.39% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 9,102 | $79.9 萬 | 0.13% | +4,918+117.5% | 加碼 |
| Waldron Private Wealth LLC | 9,040 | $79.4 萬 | 0.04% | −205−2.2% | 減碼 |
| Fort Point Capital Partners LLC | 9,014 | $79.1 萬 | 0.13% | +993+12.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,000 | $79.0 萬 | 0.18% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 8,999 | $79.0 萬 | 0.01% | −173−1.9% | 減碼 |
| DFPG Investments, LLC | 8,989 | $78.9 萬 | 0.08% | +2,316+34.7% | 加碼 |
| Brighton Jones LLC | 8,969 | $78.8 萬 | 0.04% | −821−8.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $77.4 萬 | 0.09% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 8,742 | $76.8 萬 | 0.07% | −447−4.9% | 減碼 |
| DF Dent & Co Inc | 8,727 | $76.6 萬 | 0.01% | +774+9.7% | 加碼 |
| E&G Advisors, LP | 8,709 | $76.5 萬 | 0.28% | −91−1.0% | 減碼 |
| Hamilton Capital, LLC | 8,643 | $75.9 萬 | 0.05% | +3,474+67.2% | 加碼 |
| Resurgent Financial Advisors LLC | 8,626 | $75.7 萬 | 0.51% | +701+8.8% | 加碼 |
| Csenge Advisory Group | 8,619 | $75.7 萬 | 0.05% | +946+12.3% | 加碼 |
| Shulman DeMeo Asset Management LLC | 8,604 | $75.5 萬 | 0.24% | −146−1.7% | 減碼 |
| Good Life Advisors, LLC | 8,583 | $75.4 萬 | 0.10% | −3,147−26.8% | 減碼 |
| Amica Retiree Medical Trust | 8,567 | $75.2 萬 | 0.80% | −2,887−25.2% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $75.1 萬 | 1.55% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 8,428 | $74.0 萬 | 0.17% | −557−6.2% | 減碼 |
| Corsair Capital Management, L.P. | 8,420 | $73.9 萬 | 0.28% | −13−0.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,373 | $73.6 萬 | 0.03% | +594+7.6% | 加碼 |
| First Foundation Advisors | 8,373 | $73.5 萬 | 0.03% | +2,524+43.2% | 加碼 |
| Acrisure Capital Management, LLC | 8,370 | $73.5 萬 | 0.74% | +8,370 | 新進 |
| Qtron Investments LLC | 8,355 | $73.4 萬 | 0.15% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,350 | $73.3 萬 | 0.04% | −52−0.6% | 減碼 |
| ExodusPoint Capital Management, LP | 8,335 | $73.2 萬 | 0.01% | −7,040−45.8% | 減碼 |
| TRUE Private Wealth Advisors | 8,321 | $73.1 萬 | 0.11% | +65+0.8% | 加碼 |
| Cookson Peirce & Co Inc | 8,275 | $72.7 萬 | 0.05% | +3,352+68.1% | 加碼 |
| Bull Street Advisors, LLC | 8,229 | $72.3 萬 | 0.38% | −150−1.8% | 減碼 |
| Independent Investors Inc | 8,216 | $72.1 萬 | 0.18% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 8,210 | $72.1 萬 | 0.27% | +382+4.9% | 加碼 |
| AlphaCore Capital LLC | 8,192 | $71.9 萬 | 0.19% | +8,192 | 新進 |
| AIA Group Ltd | 8,174 | $71.8 萬 | 0.04% | 00.0% | 不變 |
| Hartline Investment Corp | 8,170 | $71.7 萬 | 0.14% | +3,626+79.8% | 加碼 |
| V-Square Quantitative Management LLC | 8,169 | $71.7 萬 | 0.66% | +8,169 | 新進 |
| HWG Holdings LP | 8,121 | $71.3 萬 | 0.41% | −422−4.9% | 減碼 |
| Hills Bank & Trust Co | 8,103 | $71.1 萬 | 0.10% | −286−3.4% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 8,050 | $70.7 萬 | 0.42% | −150−1.8% | 減碼 |
| Northern Financial Advisors Inc | 8,046 | $70.6 萬 | 0.67% | +902+12.6% | 加碼 |
| Blueshift Asset Management, LLC | 7,985 | $70.1 萬 | 0.29% | +7,985 | 新進 |
| Peoples Financial Services Corp. | 7,952 | $69.8 萬 | 0.33% | +1,806+29.4% | 加碼 |
| Essex Financial Services, Inc. | 7,937 | $69.7 萬 | 0.07% | −49−0.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 7,917 | $69.5 萬 | 0.08% | +862+12.2% | 加碼 |
| McMillion Capital Management Inc | 7,896 | $69.3 萬 | 0.65% | −350−4.2% | 減碼 |
| West Oak Capital, LLC | 7,894 | $69.3 萬 | 0.35% | +280+3.7% | 加碼 |
| Keeley-Teton Advisors, LLC | 7,892 | $69.3 萬 | 0.09% | +3,775+91.7% | 加碼 |
| Meridian Investment Counsel Inc. | 7,813 | $68.6 萬 | 0.26% | −43−0.5% | 減碼 |
| Hartford Funds Management Co LLC | 7,789 | $68.4 萬 | 0.07% | +847+12.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,769 | $68.2 萬 | 0.50% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 7,710 | $67.7 萬 | 0.14% | +7,710 | 新進 |
| North Star Investment Management Corp. | 7,708 | $67.7 萬 | 0.06% | +2,502+48.1% | 加碼 |
| Welch & Forbes LLC | 7,700 | $67.6 萬 | 0.01% | −416−5.1% | 減碼 |
| Maltin Wealth Management, Inc. | 7,700 | $67.6 萬 | 0.49% | +34+0.4% | 加碼 |
| Bremer Bank National Association | 7,694 | $67.6 萬 | 0.13% | −638−7.7% | 減碼 |
| Asset Management Corp | 7,673 | $67.4 萬 | 0.53% | −369−4.6% | 減碼 |
| Marathon Trading Investment Management LLC | 7,614 | $66.9 萬 | 0.32% | −27,757−78.5% | 減碼 |
| Lokken Investment Group LLC | 7,596 | $66.7 萬 | 0.51% | +549+7.8% | 加碼 |
| Berkshire Bank | 7,583 | $66.6 萬 | 0.20% | −248−3.2% | 減碼 |
| Hilltop Holdings Inc. | 7,557 | $66.3 萬 | 0.09% | −244−3.1% | 減碼 |
| Voya Financial Advisors, Inc. | 7,673 | $66.1 萬 | 0.08% | −2,330−23.3% | 減碼 |
| Maltese Capital Management LLC | 7,500 | $65.8 萬 | 0.25% | −31,900−81.0% | 減碼 |
| Auto-Owners Insurance Co | 7,500 | $65.8 萬 | 0.02% | 00.0% | 不變 |
| Busey Wealth Management | 7,498 | $65.8 萬 | 0.03% | −366−4.7% | 減碼 |
| Shufro Rose & Co LLC | 7,495 | $65.8 萬 | 0.06% | 00.0% | 不變 |
| Graypoint LLC | 7,491 | $65.8 萬 | 0.07% | +889+13.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 7,399 | $65.0 萬 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 7,367 | $64.7 萬 | 0.12% | +878+13.5% | 加碼 |
| Private Portfolio Partners LLC | 7,363 | $64.6 萬 | 0.18% | −648−8.1% | 減碼 |
| Leuthold Group, LLC | 7,351 | $64.5 萬 | 0.09% | −413−5.3% | 減碼 |
| Strategic Blueprint, LLC | 7,343 | $64.5 萬 | 0.07% | +32+0.4% | 加碼 |
| Renaissance Investment Group LLC | 7,340 | $64.4 萬 | 0.18% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 7,313 | $63.7 萬 | 0.00% | +7,313 | 新進 |
| Marble Harbor Investment Counsel, LLC | 7,233 | $63.5 萬 | 0.08% | +7,233 | 新進 |
| Robotti Robert | 7,215 | $63.3 萬 | 0.11% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,214 | $63.3 萬 | 0.03% | +464+6.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 7,198 | $63.2 萬 | 0.04% | +174+2.5% | 加碼 |
| Laidlaw Wealth Management LLC | 7,196 | $63.2 萬 | 0.13% | +508+7.6% | 加碼 |
| Hyman Charles D | 7,172 | $63.0 萬 | 0.04% | +93+1.3% | 加碼 |
| HM Payson & Co | 7,152 | $62.8 萬 | 0.02% | 00.0% | 不變 |
| Salzhauer Michael | 7,140 | $62.7 萬 | 0.57% | −7,040−49.6% | 減碼 |
| Colony Group LLC | 7,133 | $62.6 萬 | 0.01% | −10,929−60.5% | 減碼 |
| Menard Financial Group LLC | 7,125 | $62.6 萬 | 1.45% | +7,125 | 新進 |
| Mechanics Financial Corp | 7,121 | $62.5 萬 | 0.36% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 7,072 | $62.1 萬 | 0.01% | −58,173−89.2% | 減碼 |
| Cooper Financial Group | 7,072 | $62.1 萬 | 0.17% | +584+9.0% | 加碼 |
| Oak Thistle LLC | 7,050 | $61.9 萬 | 0.37% | +7,050 | 新進 |
| Caerus Investment Advisors, LLC | 7,010 | $61.5 萬 | 0.71% | 00.0% | 不變 |
| Parkside Investments, LLC | 7,000 | $61.5 萬 | 0.12% | −8,000−53.3% | 減碼 |
| IFG Advisors, LLC | 6,932 | $60.9 萬 | 0.24% | 00.0% | 不變 |
| Orca Investment Management, LLC | 6,922 | $60.8 萬 | 0.74% | 00.0% | 不變 |
| NorthRock Partners, LLC | 6,920 | $60.8 萬 | 0.06% | −1,439−17.2% | 減碼 |
| TriaGen Wealth Management LLC | 6,905 | $60.6 萬 | 0.30% | +37+0.5% | 加碼 |
| Lake Street Financial LLC | 6,891 | $60.5 萬 | 0.11% | +234+3.5% | 加碼 |