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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 4,107 | $36.1 萬 | 0.07% | +554+15.6% | 加碼 |
| Mill Creek Capital Advisors, LLC | 4,097 | $36.0 萬 | 0.01% | +369+9.9% | 加碼 |
| Allred Capital Management, LLC | 4,086 | $35.9 萬 | 0.19% | 00.0% | 不變 |
| Farmers National Bank | 4,073 | $35.8 萬 | 0.13% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 4,070 | $35.7 萬 | 0.03% | −130−3.1% | 減碼 |
| Infrastructure Capital Advisors, LLC | 4,052 | $35.6 萬 | 0.07% | +4,052 | 新進 |
| Stelac Advisory Services LLC | 4,051 | $35.6 萬 | 0.15% | +140+3.6% | 加碼 |
| Curi Capital | 4,026 | $35.3 萬 | 0.05% | −598−12.9% | 減碼 |
| Park National Corp | 4,003 | $35.1 萬 | 0.02% | +136+3.5% | 加碼 |
| Integrated Investment Consultants, LLC | 3,995 | $35.1 萬 | 0.11% | −352−8.1% | 減碼 |
| Amplius Wealth Advisors, LLC | 3,978 | $34.9 萬 | 0.05% | +112+2.9% | 加碼 |
| RMR Wealth Builders | 3,972 | $34.9 萬 | 0.07% | +664+20.1% | 加碼 |
| Imprint Wealth LLC | 3,947 | $34.7 萬 | 0.23% | +3,947 | 新進 |
| Nwam LLC | 3,946 | $34.6 萬 | 0.04% | +506+14.7% | 加碼 |
| Shepherd Financial Partners LLC | 3,938 | $34.6 萬 | 0.06% | −240−5.7% | 減碼 |
| Rosenberg Matthew Hamilton | 3,922 | $34.4 萬 | 0.11% | +138+3.6% | 加碼 |
| Hudock, Inc. | 3,919 | $34.4 萬 | 0.08% | −612−13.5% | 減碼 |
| Tradition Wealth Management, LLC | 3,921 | $34.4 萬 | 0.04% | +210+5.7% | 加碼 |
| Concord Asset Management, LLC | 3,912 | $34.3 萬 | 0.14% | +3,912 | 新進 |
| Davidson Investment Advisors | 3,909 | $34.3 萬 | 0.02% | 00.0% | 不變 |
| Altus Wealth Group LLC | 3,902 | $34.3 萬 | 0.23% | +5+0.1% | 加碼 |
| Platte River Wealth Advisors, LLC | 3,863 | $33.9 萬 | 0.13% | −67−1.7% | 減碼 |
| DRW Securities, LLC | 3,863 | $33.9 萬 | 0.05% | −2,426−38.6% | 減碼 |
| Concord Wealth Partners | 3,830 | $33.6 萬 | 0.10% | +984+34.6% | 加碼 |
| Millennium Capital Advisors, LLC | 3,817 | $33.5 萬 | 0.30% | +88+2.4% | 加碼 |
| Avantax Planning Partners, Inc. | 3,815 | $33.5 萬 | 0.01% | −243−6.0% | 減碼 |
| MCF Advisors LLC | 3,777 | $33.3 萬 | 0.03% | −81−2.1% | 減碼 |
| Eagle Asset Management Inc | 3,794 | $33.3 萬 | 0.00% | +3,794 | 新進 |
| Herold Advisors, Inc. | 3,782 | $33.2 萬 | 0.11% | −858−18.5% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,853 | $33.2 萬 | 0.09% | −61−1.6% | 減碼 |
| Sentinus, LLC | 3,768 | $33.1 萬 | 0.11% | +3,768 | 新進 |
| Overbrook Management Corp | 3,764 | $33.0 萬 | 0.09% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,747 | $32.9 萬 | 0.04% | +3,151+528.7% | 加碼 |
| United Bank | 3,746 | $32.9 萬 | 0.04% | +242+6.9% | 加碼 |
| Kaizen Financial Strategies | 3,733 | $32.8 萬 | 0.32% | +29+0.8% | 加碼 |
| Alerus Financial NA | 3,702 | $32.5 萬 | 0.03% | −48−1.3% | 減碼 |
| M&R Capital Management Inc | 3,697 | $32.5 萬 | 0.09% | −1,039−21.9% | 減碼 |
| Sender Co & Partners, Inc. | 3,683 | $32.3 萬 | 1.17% | +3,683 | 新進 |
| Masso Torrence Wealth Management Inc. | 3,667 | $32.2 萬 | 0.25% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 3,665 | $32.2 萬 | 0.04% | +3,665 | 新進 |
| Fortem Financial Group, LLC | 3,658 | $32.1 萬 | 0.21% | −384−9.5% | 減碼 |
| First Financial Bank - Trust Division | 3,658 | $32.1 萬 | 0.03% | −22−0.6% | 減碼 |
| MQS Management LLC | 3,648 | $32.0 萬 | 0.21% | +3,648 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 3,648 | $32.0 萬 | 0.26% | +96+2.7% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,614 | $31.7 萬 | 0.07% | −50−1.4% | 減碼 |
| Jones Financial Companies LLLP | 3,609 | $31.7 萬 | 0.00% | −82−2.2% | 減碼 |
| Alta Advisers Ltd | 3,600 | $31.6 萬 | 0.19% | 00.0% | 不變 |
| Financial Advocates Investment Management | 3,599 | $31.6 萬 | 0.02% | +1,210+50.6% | 加碼 |
| Sentry Investment Management LLC | 3,578 | $31.4 萬 | 0.13% | −3,146−46.8% | 減碼 |
| City State Bank | 3,575 | $31.4 萬 | 0.18% | −200−5.3% | 減碼 |
| Duncker Streett & Co Inc | 3,571 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 3,570 | $31.3 萬 | 0.10% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 3,553 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 3,546 | $31.1 萬 | 0.08% | −497−12.3% | 減碼 |
| Johnson Investment Counsel Inc | 3,538 | $31.1 萬 | 0.00% | +296+9.1% | 加碼 |
| Richwood Investment Advisors, LLC | 3,525 | $30.9 萬 | 0.31% | −65−1.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 3,522 | $30.9 萬 | 0.12% | −615−14.9% | 減碼 |
| Eqis Capital Management, Inc. | 3,510 | $30.8 萬 | 0.03% | −363−9.4% | 減碼 |
| Morningstar Investment Management LLC | 3,505 | $30.8 萬 | 0.05% | 00.0% | 不變 |
| Forte Capital LLC | 3,505 | $30.8 萬 | 0.05% | +65+1.9% | 加碼 |
| World Equity Group, Inc. | 42,956 | $30.7 萬 | 0.05% | +42,956 | 新進 |
| AXS Investments LLC | 3,446 | $30.3 萬 | 0.10% | −422−10.9% | 減碼 |
| Aprio Wealth Management, LLC | 3,440 | $30.2 萬 | 0.09% | +415+13.7% | 加碼 |
| TD Ameritrade Investment Management, LLC | 3,439 | $30.2 萬 | 0.00% | −791−18.7% | 減碼 |
| Trustmark National Bank Trust Department | 3,434 | $30.2 萬 | 0.03% | 00.0% | 不變 |
| Girard Partners Ltd. | 3,433 | $30.1 萬 | 0.03% | +185+5.7% | 加碼 |
| Wrapmanager Inc | 3,422 | $30.0 萬 | 0.09% | +659+23.9% | 加碼 |
| Liberty Wealth Management LLC | 3,467 | $30.0 萬 | 0.06% | +3,467 | 新進 |
| Cary Street Partner Investment Advisory LLC | 3,416 | $30.0 萬 | 0.02% | −366−9.7% | 減碼 |
| Advus Financial Partners, LLC | 3,398 | $29.8 萬 | 0.12% | +352+11.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,390 | $29.8 萬 | 0.23% | +66+2.0% | 加碼 |
| Capstone Financial Advisors, Inc. | 3,374 | $29.6 萬 | 0.02% | −89−2.6% | 減碼 |
| Delta Financial Group, Inc. | 3,370 | $29.6 萬 | 0.12% | +124+3.8% | 加碼 |
| Strait & Sound Wealth Management LLC | 3,357 | $29.5 萬 | 0.29% | +159+5.0% | 加碼 |
| Arkadios Wealth Advisors | 3,355 | $29.5 萬 | 0.04% | +557+19.9% | 加碼 |
| Parsec Financial Management, Inc. | 3,350 | $29.4 萬 | 0.01% | −158−4.5% | 減碼 |
| Crawford Investment Counsel Inc | 3,350 | $29.4 萬 | 0.01% | +361+12.1% | 加碼 |
| WSFS Capital Management, LLC | 3,345 | $29.4 萬 | 0.03% | −136−3.9% | 減碼 |
| Independent Financial Group, LLC | 3,340 | $29.3 萬 | 0.02% | −168−4.8% | 減碼 |
| JGP Wealth Management, LLC | 3,336 | $29.3 萬 | 0.05% | −62−1.8% | 減碼 |
| Jackson Square Capital, LLC | 3,333 | $29.3 萬 | 0.13% | −2,019−37.7% | 減碼 |
| Twin Focus Capital Partners, LLC | 3,329 | $29.2 萬 | 0.06% | +119+3.7% | 加碼 |
| Janney Capital Management LLC | 3,330 | $29.2 萬 | 0.02% | +168+5.3% | 加碼 |
| Humankind Investments LLC | 3,323 | $29.2 萬 | 0.12% | −370−10.0% | 減碼 |
| Aspiriant, LLC | 3,309 | $29.1 萬 | 0.02% | −6−0.2% | 減碼 |
| NBT Bank N A | 3,307 | $29.0 萬 | 0.04% | +75+2.3% | 加碼 |
| Great Lakes Advisors, LLC | 3,290 | $28.9 萬 | 0.00% | +3,290 | 新進 |
| Valley National Advisers Inc | 3,198 | $28.8 萬 | 0.05% | +94+3.0% | 加碼 |
| Marathon Capital Management | 3,277 | $28.8 萬 | 0.07% | −234−6.7% | 減碼 |
| Wallace Advisory Group, LLC | 3,276 | $28.8 萬 | 0.22% | −83−2.5% | 減碼 |
| Capital Advisors Inc | 3,270 | $28.7 萬 | 0.01% | −10−0.3% | 減碼 |
| Independent Solutions Wealth Management, LLC | 3,258 | $28.6 萬 | 0.08% | −82−2.5% | 減碼 |
| Operose Advisors LLC | 3,257 | $28.6 萬 | 0.14% | +1,128+53.0% | 加碼 |
| DGS Capital Management, LLC | 3,257 | $28.6 萬 | 0.16% | +3+0.1% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $28.4 萬 | 0.36% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,234 | $28.4 萬 | 0.04% | −186−5.4% | 減碼 |
| CNB Bank | 3,231 | $28.4 萬 | 0.17% | 00.0% | 不變 |
| Manchester Financial Inc | 3,228 | $28.3 萬 | 0.08% | +80+2.5% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,207 | $28.2 萬 | 0.09% | −4−0.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $28.1 萬 | 0.00% | 00.0% | 不變 |