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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 3,187 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 3,187 | $28.0 萬 | 0.04% | +3,187 | 新進 |
| Newbridge Financial Services Group, Inc. | 3,165 | $27.8 萬 | 0.15% | +91+3.0% | 加碼 |
| Joule Financial, LLC | 3,155 | $27.7 萬 | 0.15% | −517−14.1% | 減碼 |
| Provence Wealth Management Group | 3,143 | $27.6 萬 | 0.18% | +3,143 | 新進 |
| Objective Capital Management, LLC | 3,133 | $27.5 萬 | 0.25% | 00.0% | 不變 |
| SOL Capital Management CO | 3,120 | $27.4 萬 | 0.04% | 00.0% | 不變 |
| Centric Wealth Management | 3,111 | $27.3 萬 | 0.12% | +16+0.5% | 加碼 |
| Belvedere Trading LLC | 3,088 | $27.1 萬 | 0.12% | +3,088 | 新進 |
| Private Asset Management Inc | 3,082 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 3,068 | $26.9 萬 | 0.07% | 00.0% | 不變 |
| Five Oceans Advisors | 3,055 | $26.8 萬 | 0.17% | +38+1.3% | 加碼 |
| M&G Investment Management Ltd | 3,036 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Private Capital Management LLC | 3,036 | $26.7 萬 | 0.08% | +475+18.5% | 加碼 |
| Kozak & Associates, Inc. | 3,020 | $26.5 萬 | 0.12% | +26+0.9% | 加碼 |
| Annapolis Financial Services, LLC | 3,015 | $26.5 萬 | 0.08% | +218+7.8% | 加碼 |
| Sepio Capital, LP | 3,013 | $26.5 萬 | 0.02% | −280−8.5% | 減碼 |
| Wimmer Associates 1, LLC | 3,188 | $26.4 萬 | 0.17% | +220+7.4% | 加碼 |
| Mastrapasqua Asset Management Inc | 3,000 | $26.3 萬 | 0.03% | −500−14.3% | 減碼 |
| Spirit of America Management Corp | 3,000 | $26.3 萬 | 0.06% | 00.0% | 不變 |
| Stiles Financial Services Inc | 2,997 | $26.3 萬 | 0.14% | −104−3.4% | 減碼 |
| Enterprise Financial Services Corp | 2,990 | $26.3 萬 | 0.17% | +25+0.8% | 加碼 |
| Goldstone Financial Group, LLC | 2,978 | $26.2 萬 | 0.09% | +2,978 | 新進 |
| Harrington Investments, INC | 2,975 | $26.1 萬 | 0.18% | 00.0% | 不變 |
| Krilogy Financial LLC | 2,975 | $26.1 萬 | 0.02% | −11,573−79.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,970 | $26.1 萬 | 0.06% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 6,021 | $26.1 萬 | 0.01% | −943−13.5% | 減碼 |
| SageView Advisory Group, LLC | 2,969 | $26.1 萬 | 0.02% | −226−7.1% | 減碼 |
| Choate Investment Advisors | 2,966 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 2,962 | $26.0 萬 | 0.20% | −150−4.8% | 減碼 |
| Apriem Advisors | 2,936 | $25.8 萬 | 0.04% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,934 | $25.8 萬 | 0.03% | +98+3.5% | 加碼 |
| Carmel Capital Partners, LLC | 2,934 | $25.8 萬 | 0.15% | −693−19.1% | 減碼 |
| Stonnington Group, LLC | 3,000 | $25.7 萬 | 0.07% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 2,924 | $25.7 萬 | 0.06% | −19−0.6% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 2,920 | $25.6 萬 | 0.09% | −75−2.5% | 減碼 |
| American State Bank (Iowa) | 2,908 | $25.5 萬 | 0.19% | 00.0% | 不變 |
| NBW Capital LLC | 2,902 | $25.5 萬 | 0.06% | +2,902 | 新進 |
| Perfromance Wealth Partners, LLC | 2,898 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,893 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 2,891 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 2,887 | $25.3 萬 | 0.01% | −66−2.2% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 2,870 | $25.2 萬 | 0.08% | +2,870 | 新進 |
| Navis Wealth Advisors, LLC | 2,862 | $25.1 萬 | 0.28% | −38−1.3% | 減碼 |
| Fortis Group Advisors, LLC | 2,779 | $25.0 萬 | 0.08% | +2,779 | 新進 |
| Crewe Advisors LLC | 2,828 | $24.8 萬 | 0.04% | −357−11.2% | 減碼 |
| Vantage Consulting Group Inc | 2,826 | $24.8 萬 | 0.14% | −43−1.5% | 減碼 |
| Syntax Advisors, LLC | 2,826 | $24.8 萬 | 0.19% | −43−1.5% | 減碼 |
| Buffington Mohr McNeal | 2,825 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Zimmermann Investment Management & Planning LLC | 2,822 | $24.8 萬 | 0.13% | +380+15.6% | 加碼 |
| Pathway Financial Advisors LLC | 2,820 | $24.8 萬 | 0.08% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 2,791 | $24.5 萬 | 0.05% | +2,791 | 新進 |
| Farther Finance Advisors, LLC | 2,785 | $24.5 萬 | 0.07% | +1,601+135.2% | 加碼 |
| McLean Asset Management Corp | 2,778 | $24.4 萬 | 0.10% | −140−4.8% | 減碼 |
| Bedel Financial Consulting, Inc. | 2,777 | $24.4 萬 | 0.06% | −101−3.5% | 減碼 |
| Planned Solutions, Inc. | 2,772 | $24.3 萬 | 0.15% | +40+1.5% | 加碼 |
| Ascent Group, LLC | 2,759 | $24.2 萬 | 0.03% | −131−4.5% | 減碼 |
| Wedge Capital Management L L P | 2,750 | $24.1 萬 | 0.00% | +80+3.0% | 加碼 |
| Keel Point, LLC | 2,744 | $24.1 萬 | 0.03% | +2,744 | 新進 |
| Willow Creek Wealth Management Inc. | 2,743 | $24.1 萬 | 0.04% | +46+1.7% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 2,737 | $24.0 萬 | 0.02% | −359−11.6% | 減碼 |
| Founders Financial Securities LLC | 2,720 | $23.9 萬 | 0.03% | +2,720 | 新進 |
| Broadleaf Partners, LLC | 2,719 | $23.9 萬 | 0.09% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 2,713 | $23.9 萬 | 0.32% | +25+0.9% | 加碼 |
| Ellsworth Advisors, LLC | 2,714 | $23.8 萬 | 0.08% | +242+9.8% | 加碼 |
| Norway Savings Bank | 2,703 | $23.7 萬 | 0.12% | −240−8.2% | 減碼 |
| Reik & Co., LLC | 2,703 | $23.7 萬 | 0.07% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 2,700 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| La Financiere de L'Echiquier | 2,700 | $23.7 萬 | 0.01% | +2,700 | 新進 |
| HBW Advisory Services LLC | 2,696 | $23.7 萬 | 0.06% | +2,696 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 2,689 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 2,683 | $23.6 萬 | 0.07% | +334+14.2% | 加碼 |
| Argent Advisors, Inc. | 2,680 | $23.5 萬 | 0.11% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,670 | $23.4 萬 | 0.03% | −918−25.6% | 減碼 |
| Associated Banc-Corp | 2,658 | $23.3 萬 | 0.01% | −7−0.3% | 減碼 |
| Focus Financial Network, Inc. | 2,658 | $23.3 萬 | 0.01% | −5−0.2% | 減碼 |
| Daymark Wealth Partners, LLC | 2,656 | $23.3 萬 | 0.03% | +2,656 | 新進 |
| Ropes Wealth Advisors LLC | 2,655 | $23.3 萬 | 0.04% | +2,655 | 新進 |
| Congress Park Capital LLC | 2,650 | $23.3 萬 | 0.14% | −200−7.0% | 減碼 |
| Pinnacle Financial Partners Inc | 2,650 | $23.3 萬 | 0.01% | +2,650 | 新進 |
| Insigneo Advisory Services, LLC | 2,658 | $23.2 萬 | 0.07% | −4,057−60.4% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 2,639 | $23.2 萬 | 0.11% | +7+0.3% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,637 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| Eagle Strategies LLC | 2,634 | $23.1 萬 | 0.06% | +102+4.0% | 加碼 |
| Sandy Spring Bank | 2,625 | $23.0 萬 | 0.01% | +337+14.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,617 | $23.0 萬 | 0.03% | −1,753−40.1% | 減碼 |
| Cantor Fitzgerald, L. P. | 2,600 | $22.8 萬 | 0.00% | −3,587−58.0% | 減碼 |
| N.E.W. Advisory Services LLC | 2,591 | $22.8 萬 | 0.03% | +116+4.7% | 加碼 |
| Welch Group, LLC | 2,588 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 2,576 | $22.6 萬 | 0.08% | +536+26.3% | 加碼 |
| Castleview Partners, LLC | 2,573 | $22.6 萬 | 0.20% | +176+7.3% | 加碼 |
| Clear Street Markets LLC | 2,564 | $22.5 萬 | 0.06% | −60,568−95.9% | 減碼 |
| Summit Global Investments | 2,563 | $22.5 萬 | 0.02% | −5−0.2% | 減碼 |
| Pictet & Cie (Europe) SA | 2,557 | $22.5 萬 | 0.01% | +2,557 | 新進 |
| Fiduciary Group LLC | 2,554 | $22.4 萬 | 0.03% | +2,554 | 新進 |
| IVC Wealth Advisors LLC | 2,549 | $22.4 萬 | 0.16% | +113+4.6% | 加碼 |
| Kingfisher Capital LLC | 2,545 | $22.3 萬 | 0.06% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 2,543 | $22.3 萬 | 0.17% | +2+0.1% | 加碼 |
| Tower Bridge Advisors | 2,542 | $22.3 萬 | 0.02% | −1,200−32.1% | 減碼 |
| Hemington Wealth Management | 2,542 | $22.3 萬 | 0.09% | −56−2.2% | 減碼 |