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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 5,427 | $47.6 萬 | 0.04% | −327−5.7% | 減碼 |
| Bahl & Gaynor Inc | 5,403 | $47.4 萬 | 0.00% | −53−1.0% | 減碼 |
| BSW Wealth Partners | 5,398 | $47.4 萬 | 0.10% | +61+1.1% | 加碼 |
| Bell Bank | 5,371 | $47.2 萬 | 0.05% | −85−1.6% | 減碼 |
| Geller Advisors LLC | 5,354 | $47.0 萬 | 0.07% | −897−14.3% | 減碼 |
| CVA Family Office, LLC | 5,350 | $47.0 萬 | 0.10% | +326+6.5% | 加碼 |
| Skba Capital Management LLC | 5,350 | $47.0 萬 | 0.09% | +900+20.2% | 加碼 |
| Radnor Capital Management, LLC | 5,320 | $46.7 萬 | 0.12% | +880+19.8% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,315 | $46.7 萬 | 0.46% | −410−7.2% | 減碼 |
| ING Groep NV | 5,311 | $46.6 萬 | 0.00% | −181,849−97.2% | 減碼 |
| KG&L Capital Management,LLC | 5,310 | $46.6 萬 | 0.24% | +2,084+64.6% | 加碼 |
| Wealth Alliance | 5,302 | $46.6 萬 | 0.08% | +396+8.1% | 加碼 |
| Marcum Wealth, LLC | 5,279 | $46.3 萬 | 0.06% | +889+20.3% | 加碼 |
| IFP Advisors, Inc | 9,029 | $46.3 萬 | 0.02% | −7,645−45.8% | 減碼 |
| Regal Investment Advisors LLC | 5,258 | $46.2 萬 | 0.04% | −202−3.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,225 | $45.9 萬 | 0.06% | +72+1.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 5,210 | $45.7 萬 | 0.14% | −2,965−36.3% | 減碼 |
| Exencial Wealth Advisors, LLC | 5,195 | $45.6 萬 | 0.02% | +100+2.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 5,179 | $45.5 萬 | 0.02% | +873+20.3% | 加碼 |
| Miracle Mile Advisors, LLC | 5,174 | $45.4 萬 | 0.01% | −1,830−26.1% | 減碼 |
| Alpha Cubed Investments, LLC | 5,120 | $45.0 萬 | 0.03% | −3,866−43.0% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,092 | $44.7 萬 | 0.07% | −1,140−18.3% | 減碼 |
| Lindbrook Capital, LLC | 5,091 | $44.7 萬 | 0.05% | +700+15.9% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $44.6 萬 | 0.03% | 00.0% | 不變 |
| PDS Planning, Inc | 5,078 | $44.6 萬 | 0.06% | +5,078 | 新進 |
| X-Square Capital, LLC | 5,069 | $44.5 萬 | 0.26% | +131+2.7% | 加碼 |
| Wealthsource Partners, LLC | 5,067 | $44.5 萬 | 0.03% | +241+5.0% | 加碼 |
| Exos TFP Holdings LLC | 5,063 | $44.5 萬 | 0.11% | +2,618+107.1% | 加碼 |
| Integris Wealth Management, LLC | 5,059 | $44.4 萬 | 0.16% | +40+0.8% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,051 | $44.3 萬 | 0.04% | +5,051 | 新進 |
| Glen Eagle Advisors, LLC | 5,010 | $44.0 萬 | 0.11% | −121−2.4% | 減碼 |
| Allstate Corp | 4,986 | $43.8 萬 | 0.03% | −50,406−91.0% | 減碼 |
| C2C Wealth Management, LLC | 5,121 | $43.8 萬 | 0.07% | +5,121 | 新進 |
| GraniteShares Advisors LLC | 4,922 | $43.2 萬 | 0.38% | −425−7.9% | 減碼 |
| Beta Wealth Group, Inc. | 4,900 | $43.0 萬 | 0.25% | +300+6.5% | 加碼 |
| Davis R M Inc | 4,902 | $43.0 萬 | 0.01% | −80−1.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,887 | $42.9 萬 | 0.03% | −113−2.3% | 減碼 |
| Rothschild Investment Corp | 4,881 | $42.9 萬 | 0.04% | +15+0.3% | 加碼 |
| Executive Wealth Group LLC | 4,869 | $42.8 萬 | 0.30% | +37+0.8% | 加碼 |
| Riverwater Partners LLC | 4,869 | $42.7 萬 | 0.39% | −3,038−38.4% | 減碼 |
| IAM Advisory, LLC | 4,869 | $42.7 萬 | 0.15% | +4,869 | 新進 |
| American Trust | 4,863 | $42.7 萬 | 0.03% | +1,580+48.1% | 加碼 |
| Wilkinson Global Asset Management LLC | 4,835 | $42.5 萬 | 0.03% | 00.0% | 不變 |
| Arista Wealth Management, LLC | 4,815 | $42.3 萬 | 0.23% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 4,813 | $42.3 萬 | 0.19% | +813+20.3% | 加碼 |
| Main Street Financial Solutions, LLC | 4,797 | $42.2 萬 | 0.06% | +12+0.3% | 加碼 |
| Ameritas Advisory Services, LLC | 4,733 | $42.1 萬 | 0.02% | −568−10.7% | 減碼 |
| Omnia Family Wealth, LLC | 4,794 | $42.1 萬 | 0.32% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 4,786 | $42.0 萬 | 0.23% | −65−1.3% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 4,920 | $42.0 萬 | 0.18% | +1,800+57.7% | 加碼 |
| Verition Fund Management LLC | 4,783 | $42.0 萬 | 0.01% | −17,600−78.6% | 減碼 |
| STAR Financial Bank | 4,764 | $41.8 萬 | 0.41% | +200+4.4% | 加碼 |
| Ledyard National Bank | 4,741 | $41.6 萬 | 0.05% | −43−0.9% | 減碼 |
| Peoples Bank | 4,735 | $41.6 萬 | 0.27% | −30−0.6% | 減碼 |
| LVZ Advisors, Inc. | 4,732 | $41.5 萬 | 0.06% | 00.0% | 不變 |
| Trilogy Capital Inc. | 4,728 | $41.5 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 4,712 | $41.4 萬 | 0.77% | +4,712 | 新進 |
| Mosaic Family Wealth Partners, LLC | 4,710 | $41.4 萬 | 0.09% | −90−1.9% | 減碼 |
| Catalyst Financial Partners LLC | 4,684 | $41.1 萬 | 0.18% | +1,284+37.8% | 加碼 |
| West Family Investments, Inc. | 4,677 | $41.1 萬 | 0.16% | 00.0% | 不變 |
| Unigestion Holding SA | 4,733 | $40.8 萬 | 0.02% | −1,324−21.9% | 減碼 |
| Circle Wealth Management, LLC | 4,636 | $40.7 萬 | 0.06% | −2,336−33.5% | 減碼 |
| Tanager Wealth Management LLP | 4,634 | $40.7 萬 | 0.10% | −269−5.5% | 減碼 |
| First Dallas Securities Inc. | 4,600 | $40.4 萬 | 0.24% | 00.0% | 不變 |
| CFM Wealth Partners LLC | 4,596 | $40.4 萬 | 0.11% | +518+12.7% | 加碼 |
| Calton & Associates, Inc. | 4,592 | $40.3 萬 | 0.19% | +1,113+32.0% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 4,583 | $40.2 萬 | 0.14% | −1,260−21.6% | 減碼 |
| Mach-1 Financial Group, Inc. | 4,564 | $40.1 萬 | 2.55% | −9,727−68.1% | 減碼 |
| DT Investment Partners, LLC | 4,536 | $39.9 萬 | 0.05% | 00.0% | 不變 |
| King Wealth | 4,527 | $39.7 萬 | 0.09% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 4,516 | $39.7 萬 | 0.03% | −1,697−27.3% | 減碼 |
| V Wealth Advisors LLC | 4,502 | $39.5 萬 | 0.07% | +11+0.2% | 加碼 |
| Meeder Asset Management Inc | 4,483 | $39.4 萬 | 0.03% | −343−7.1% | 減碼 |
| Baron Wealth Management LLC | 4,458 | $39.1 萬 | 0.28% | +20.0% | 加碼 |
| Change Path, LLC | 4,431 | $38.9 萬 | 0.02% | −32−0.7% | 減碼 |
| Freestone Capital Holdings, LLC | 4,430 | $38.9 萬 | 0.02% | +26+0.6% | 加碼 |
| Eads & Heald Wealth Management | 4,423 | $38.8 萬 | 0.19% | +110+2.6% | 加碼 |
| Aj Wealth Strategies, LLC | 4,409 | $38.7 萬 | 0.02% | +9+0.2% | 加碼 |
| Alpha Family Trust | 4,405 | $38.7 萬 | 0.31% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,398 | $38.6 萬 | 0.14% | +18+0.4% | 加碼 |
| Destination Wealth Management | 4,398 | $38.6 萬 | 0.01% | +210+5.0% | 加碼 |
| Eudaimonia Partners, LLC | 4,396 | $38.6 萬 | 0.09% | +10.0% | 加碼 |
| Vivaldi Capital Management, LLC | 4,393 | $38.6 萬 | 0.12% | −488−10.0% | 減碼 |
| RSM US Wealth Management LLC | 4,352 | $38.2 萬 | 0.01% | +1,105+34.0% | 加碼 |
| Lion Street Advisors, LLC | 4,343 | $38.1 萬 | 0.12% | +4,343 | 新進 |
| Addison Advisors LLC | 4,339 | $38.1 萬 | 0.21% | +151+3.6% | 加碼 |
| Hexagon Capital Partners LLC | 4,325 | $38.0 萬 | 0.11% | +616+16.6% | 加碼 |
| Waddell & Associates, LLC | 4,317 | $37.9 萬 | 0.06% | +83+2.0% | 加碼 |
| Wagner Wealth Management, LLC | 4,304 | $37.8 萬 | 0.17% | +476+12.4% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 4,278 | $37.6 萬 | 0.20% | +23+0.5% | 加碼 |
| Frisch Financial Group, Inc. | 4,227 | $37.1 萬 | 0.14% | +37+0.9% | 加碼 |
| Eastern Bank | 4,194 | $36.8 萬 | 0.02% | −122−2.8% | 減碼 |
| Smithfield Trust Co | 4,191 | $36.8 萬 | 0.02% | −1,632−28.0% | 減碼 |
| Continuum Advisory, LLC | 4,167 | $36.6 萬 | 0.06% | +458+12.3% | 加碼 |
| BLB&B Advisors, LLC | 4,137 | $36.3 萬 | 0.03% | +161+4.0% | 加碼 |
| Granger Management LLC | 4,136 | $36.3 萬 | 0.16% | −156−3.6% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $36.3 萬 | 0.27% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 4,133 | $36.3 萬 | 0.20% | +32+0.8% | 加碼 |
| Hoylecohen, LLC | 4,129 | $36.3 萬 | 0.03% | +270+7.0% | 加碼 |
| Grandfield & Dodd, LLC | 4,128 | $36.2 萬 | 0.03% | 00.0% | 不變 |