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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 6,859 | $60.2 萬 | 0.24% | +2,363+52.6% | 加碼 |
| Nomura Holdings Inc | 6,832 | $60.0 萬 | 0.01% | +5,461+398.3% | 加碼 |
| David Loasby | 7,078 | $59.6 萬 | 0.07% | +674+10.5% | 加碼 |
| TD Private Client Wealth LLC | 6,769 | $59.4 萬 | 0.03% | −869−11.4% | 減碼 |
| Prio Wealth Limited Partnership | 6,732 | $59.1 萬 | 0.02% | 00.0% | 不變 |
| Claro Advisors LLC | 6,729 | $59.1 萬 | 0.17% | +887+15.2% | 加碼 |
| Canton Hathaway, LLC | 6,725 | $59.0 萬 | 0.20% | −902−11.8% | 減碼 |
| Maven Securities LTD | 6,718 | $59.0 萬 | 0.09% | +6,718 | 新進 |
| Western Wealth Management, LLC | 6,665 | $58.5 萬 | 0.05% | −450−6.3% | 減碼 |
| Clearstead Advisors, LLC | 6,642 | $58.3 萬 | 0.04% | +4,045+155.8% | 加碼 |
| Somerville Kurt F | 6,640 | $58.3 萬 | 0.11% | −200−2.9% | 減碼 |
| Transatlantique Private Wealth LLC | 6,623 | $58.1 萬 | 0.32% | +277+4.4% | 加碼 |
| Harbor Advisors LLC | 6,608 | $58.0 萬 | 0.14% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 6,588 | $57.8 萬 | 0.17% | −1,696−20.5% | 減碼 |
| Arbor Investment Advisors, LLC | 6,581 | $57.8 萬 | 0.11% | +12+0.2% | 加碼 |
| Pallas Capital Advisors LLC | 6,370 | $57.5 萬 | 0.05% | −3,103−32.8% | 減碼 |
| Personal Cfo Solutions, LLC | 6,519 | $57.2 萬 | 0.12% | +205+3.2% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $56.9 萬 | 0.05% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,479 | $56.9 萬 | 0.04% | +46+0.7% | 加碼 |
| Sunbelt Securities, Inc. | 6,603 | $56.9 萬 | 0.09% | +38+0.6% | 加碼 |
| Kistler-Tiffany Companies, LLC | 6,463 | $56.7 萬 | 0.11% | +320+5.2% | 加碼 |
| Teza Capital Management LLC | 6,459 | $56.7 萬 | 0.12% | +6,459 | 新進 |
| First National Advisers, LLC | 6,462 | $56.7 萬 | 0.64% | +27+0.4% | 加碼 |
| Pacitti Group Inc. | 6,448 | $56.6 萬 | 0.41% | +126+2.0% | 加碼 |
| LMR Partners LLP | 6,432 | $56.5 萬 | 0.01% | +6,432 | 新進 |
| Park Circle Co | 6,400 | $56.2 萬 | 0.55% | +5,600+700.0% | 加碼 |
| Rational Advisors LLC | 6,374 | $56.0 萬 | 0.05% | +6,374 | 新進 |
| Bank of Hawaii | 6,371 | $55.9 萬 | 0.03% | −1,057−14.2% | 減碼 |
| Parkside Financial Bank & Trust | 6,366 | $55.9 萬 | 0.15% | +783+14.0% | 加碼 |
| Brown Capital Management LLC | 6,320 | $55.5 萬 | 0.01% | −30−0.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 6,318 | $55.5 萬 | 0.06% | +1,177+22.9% | 加碼 |
| Visionary Wealth Advisors | 6,302 | $55.3 萬 | 0.05% | −88−1.4% | 減碼 |
| Kovack Advisors, Inc. | 6,290 | $55.2 萬 | 0.08% | −780−11.0% | 減碼 |
| Sippican Capital Advisors | 6,273 | $55.1 萬 | 0.53% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 6,475 | $55.1 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 6,259 | $55.0 萬 | 0.11% | +869+16.1% | 加碼 |
| Cambridge Trust Co | 6,256 | $54.9 萬 | 0.03% | −2,099−25.1% | 減碼 |
| Chicago Wealth Management, Inc. | 6,243 | $54.8 萬 | 0.44% | 00.0% | 不變 |
| US Asset Management LLC | 6,231 | $54.7 萬 | 0.56% | 00.0% | 不變 |
| Castle Wealth Management LLC | 6,129 | $54.1 萬 | 0.42% | −76−1.2% | 減碼 |
| Pinebridge Investments, L.P. | 6,150 | $54.0 萬 | 0.01% | +1,433+30.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 6,132 | $53.8 萬 | 0.05% | +196+3.3% | 加碼 |
| Anchor Investment Management, LLC | 6,121 | $53.7 萬 | 0.07% | +2,158+54.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,120 | $53.7 萬 | 0.11% | −260−4.1% | 減碼 |
| M Holdings Securities, Inc. | 6,069 | $53.3 萬 | 0.06% | +125+2.1% | 加碼 |
| Rossmore Private Capital | 6,064 | $53.2 萬 | 0.08% | −80−1.3% | 減碼 |
| Lavaca Capital LLC | 6,042 | $53.2 萬 | 0.12% | +400+7.1% | 加碼 |
| Wharton Business Group, LLC | 6,024 | $52.8 萬 | 0.03% | −305−4.8% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 6,005 | $52.7 萬 | 0.19% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 5,981 | $52.5 萬 | 0.10% | +234+4.1% | 加碼 |
| Carlson Capital Management | 5,978 | $52.5 萬 | 0.03% | +462+8.4% | 加碼 |
| Gryphon Financial Partners LLC | 5,978 | $52.5 萬 | 0.12% | −1,216−16.9% | 減碼 |
| NewEdge Wealth, LLC | 5,961 | $52.3 萬 | 0.02% | −3,059−33.9% | 減碼 |
| Mission Wealth Management, LP | 5,958 | $52.3 萬 | 0.02% | −426−6.7% | 減碼 |
| Chapin Davis, Inc. | 5,954 | $52.3 萬 | 0.27% | −260−4.2% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,950 | $52.2 萬 | 0.25% | 00.0% | 不變 |
| Americana Partners, LLC | 5,937 | $52.1 萬 | 0.08% | −274−4.4% | 減碼 |
| Aaron Wealth Advisors | 5,889 | $51.7 萬 | 0.07% | +728+14.1% | 加碼 |
| Kingsview Wealth Management, LLC | 5,885 | $51.7 萬 | 0.02% | +633+12.1% | 加碼 |
| Thomas White International Ltd | 5,879 | $51.6 萬 | 0.11% | +59+1.0% | 加碼 |
| Berger Financial Group, Inc | 5,877 | $51.6 萬 | 0.06% | −167−2.8% | 減碼 |
| ISAM Funds (UK) Ltd | 5,870 | $51.5 萬 | 0.66% | +2,270+63.1% | 加碼 |
| BKD Wealth Advisors, LLC | 5,868 | $51.5 萬 | 0.02% | +477+8.8% | 加碼 |
| Breakwater Capital Group | 5,791 | $50.8 萬 | 0.21% | +1,761+43.7% | 加碼 |
| First County Bank | 5,782 | $50.8 萬 | 0.25% | −106−1.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,759 | $50.6 萬 | 0.10% | −87−1.5% | 減碼 |
| RFG Advisory, LLC | 5,758 | $50.6 萬 | 0.02% | −221−3.7% | 減碼 |
| Heritage Wealth Advisors | 5,746 | $50.5 萬 | 0.03% | −195−3.3% | 減碼 |
| Evoke Wealth, LLC | 5,739 | $50.4 萬 | 0.02% | +391+7.3% | 加碼 |
| Rehmann Capital Advisory Group | 5,737 | $50.4 萬 | 0.05% | −41−0.7% | 減碼 |
| Insight 2811, Inc. | 5,735 | $50.4 萬 | 0.31% | −80−1.4% | 減碼 |
| Legacy Capital Group California, Inc. | 5,725 | $50.3 萬 | 0.25% | +5,725 | 新進 |
| Douglass Winthrop Advisors, LLC | 5,723 | $50.2 萬 | 0.01% | +5+0.1% | 加碼 |
| Jackson Creek Investment Advisors LLC | 5,712 | $50.2 萬 | 0.21% | 00.0% | 不變 |
| XTX Topco Ltd | 5,710 | $50.1 萬 | 0.11% | +2,556+81.0% | 加碼 |
| Wealth Effects LLC | 5,704 | $50.1 萬 | 0.26% | −100−1.7% | 減碼 |
| Westover Capital Advisors, LLC | 5,700 | $50.0 萬 | 0.19% | +1,700+42.5% | 加碼 |
| Viawealth, LLC | 5,693 | $50.0 萬 | 0.40% | −1,235−17.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 5,683 | $49.9 萬 | 0.02% | +1,737+44.0% | 加碼 |
| Bartlett & Co. LLC | 5,671 | $49.8 萬 | 0.01% | −50−0.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,671 | $49.8 萬 | 0.01% | −50−0.9% | 減碼 |
| Boston Financial Mangement LLC | 5,606 | $49.2 萬 | 0.02% | −317−5.4% | 減碼 |
| Roundview Capital LLC | 5,600 | $49.2 萬 | 0.05% | +841+17.7% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,600 | $49.2 萬 | 0.52% | +5,600 | 新進 |
| Sage Mountain Advisors LLC | 5,593 | $49.1 萬 | 0.08% | +3,035+118.6% | 加碼 |
| Financial Advisors, LLC | 5,590 | $49.1 萬 | 0.12% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 5,587 | $49.1 萬 | 0.05% | 00.0% | 不變 |
| Trust Co of Toledo NA | 5,570 | $48.9 萬 | 0.09% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 5,569 | $48.9 萬 | 0.06% | −6,112−52.3% | 減碼 |
| Adirondack Trust Co | 5,569 | $48.9 萬 | 0.25% | −435−7.2% | 減碼 |
| Advisors Capital Management, LLC | 5,553 | $48.8 萬 | 0.01% | −604−9.8% | 減碼 |
| Clifford Group, LLC | 5,555 | $48.8 萬 | 0.59% | −547−9.0% | 減碼 |
| LS Investment Advisors, LLC | 5,550 | $48.7 萬 | 0.09% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 5,532 | $48.6 萬 | 0.12% | −150−2.6% | 減碼 |
| Strategic Investment Advisors | 5,517 | $48.4 萬 | 0.09% | −8,279−60.0% | 減碼 |
| Cable Hill Partners, LLC | 5,509 | $48.4 萬 | 0.08% | +239+4.5% | 加碼 |
| HBK Sorce Advisory LLC | 5,508 | $48.4 萬 | 0.02% | −5,916−51.8% | 減碼 |
| Sendero Wealth Management, LLC | 5,499 | $48.3 萬 | 0.15% | −2,055−27.2% | 減碼 |
| First Interstate Bank | 5,465 | $48.0 萬 | 0.04% | −463−7.8% | 減碼 |
| American National Bank | 5,460 | $47.9 萬 | 0.09% | +878+19.2% | 加碼 |