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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 75,044 | $658.9 萬 | 0.40% | +37,723+101.1% | 加碼 |
| Connectus Wealth, LLC | 74,651 | $656.4 萬 | 0.16% | +10,707+16.7% | 加碼 |
| Two Sigma Securities, LLC | 74,719 | $656.0 萬 | 0.54% | +54,231+264.7% | 加碼 |
| Copeland Capital Management, LLC | 74,656 | $655.4 萬 | 0.15% | −2,768−3.6% | 減碼 |
| Connors Investor Services Inc | 73,981 | $649.6 萬 | 0.76% | +600+0.8% | 加碼 |
| Westbourne Investment Advisors, Inc. | 73,502 | $645.3 萬 | 3.12% | −2,821−3.7% | 減碼 |
| Ballentine Partners, LLC | 73,407 | $644.5 萬 | 0.16% | +49,139+202.5% | 加碼 |
| Avitas Wealth Management LLC | 72,995 | $640.9 萬 | 1.25% | −456−0.6% | 減碼 |
| Banque Pictet & Cie SA | 72,941 | $640.4 萬 | 0.06% | −2,371−3.1% | 減碼 |
| Montag A & Associates Inc | 72,889 | $640.0 萬 | 0.42% | −1,125−1.5% | 減碼 |
| Oliver Luxxe Assets LLC | 72,493 | $636.5 萬 | 1.68% | −519−0.7% | 減碼 |
| Cetera Advisor Networks LLC | 76,268 | $633.1 萬 | 0.05% | +169+0.2% | 加碼 |
| Stonegate Investment Group, LLC | 71,776 | $630.2 萬 | 0.24% | −591−0.8% | 減碼 |
| YHB Investment Advisors, Inc. | 71,611 | $628.7 萬 | 0.63% | −3,612−4.8% | 減碼 |
| Advocate Group LLC | 71,524 | $628.0 萬 | 1.37% | −3,728−5.0% | 減碼 |
| Coronation Fund Managers Ltd. | 71,513 | $627.9 萬 | 0.17% | −16,426−18.7% | 減碼 |
| Baugh & Associates, LLC | 70,096 | $626.7 萬 | 4.00% | −1,555−2.2% | 減碼 |
| Cyrus J. Lawrence, LLC | 70,856 | $622.1 萬 | 1.81% | −316−0.4% | 減碼 |
| Principal Street Partners, LLC | 70,590 | $619.8 萬 | 1.57% | +465+0.7% | 加碼 |
| Lyell Wealth Management, LP | 70,123 | $615.7 萬 | 0.86% | +4,639+7.1% | 加碼 |
| Amica Mutual Insurance Co | 70,056 | $615.1 萬 | 0.69% | −21,793−23.7% | 減碼 |
| Northern Oak Wealth Management Inc | 68,919 | $605.1 萬 | 0.72% | −2,549−3.6% | 減碼 |
| Lazard Asset Management LLC | 68,656 | $602.7 萬 | 0.01% | +38,364+126.6% | 加碼 |
| Fiduciary Alliance LLC | 67,746 | $594.8 萬 | 1.49% | +6,544+10.7% | 加碼 |
| German American Bancorp, Inc. | 67,693 | $594.3 萬 | 0.89% | −3,250−4.6% | 減碼 |
| Easterly Investment Partners LLC | 65,933 | $578.9 萬 | 0.51% | −41,763−38.8% | 減碼 |
| Iowa State Bank | 65,919 | $578.8 萬 | 1.45% | −393−0.6% | 減碼 |
| Baxter Bros Inc | 65,878 | $578.4 萬 | 0.91% | −10.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 65,360 | $573.9 萬 | 0.23% | −115−0.2% | 減碼 |
| Viking Fund Management LLC | 65,000 | $570.7 萬 | 1.10% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 64,838 | $569.3 萬 | 2.66% | +925+1.4% | 加碼 |
| Signet Financial Management, LLC | 63,607 | $558.5 萬 | 0.94% | +288+0.5% | 加碼 |
| Sandy Cove Advisors, LLC | 62,728 | $550.7 萬 | 3.99% | +140.0% | 加碼 |
| Advisor Partners II, LLC | 62,339 | $547.2 萬 | 0.30% | +1,837+3.0% | 加碼 |
| D L Carlson Investment Group Inc | 61,995 | $544.3 萬 | 1.23% | −4,949−7.4% | 減碼 |
| Pathstone Family Office, LLC | 61,722 | $542.7 萬 | 0.09% | −2,433−3.8% | 減碼 |
| Bernzott Capital Advisors | 61,724 | $541.9 萬 | 1.12% | −14,109−18.6% | 減碼 |
| Meyer Handelman Co | 61,106 | $536.5 萬 | 0.22% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 61,010 | $535.7 萬 | 0.27% | −1,900−3.0% | 減碼 |
| PEAK6 Investments LLC | 60,832 | $534.1 萬 | 0.34% | −2,161−3.4% | 減碼 |
| Coldstream Capital Management Inc | 60,510 | $531.3 萬 | 0.18% | −144−0.2% | 減碼 |
| Old Second National Bank of Aurora | 59,394 | $521.5 萬 | 1.52% | −5,116−7.9% | 減碼 |
| Kestra Advisory Services, LLC | 59,038 | $518.4 萬 | 0.06% | −30,039−33.7% | 減碼 |
| Glenview Trust Co | 58,801 | $516.3 萬 | 0.15% | +1,172+2.0% | 加碼 |
| Metropolitan Life Insurance Co | 58,436 | $513.1 萬 | 0.26% | −17,812−23.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 58,214 | $511.1 萬 | 0.71% | +5,720+10.9% | 加碼 |
| Andra AP-fonden | 57,911 | $508.5 萬 | 0.13% | +5,000+9.4% | 加碼 |
| Cito Capital Group, LLC | 57,905 | $508.4 萬 | 2.53% | −3,443−5.6% | 減碼 |
| Industrial Alliance Investment Management Inc. | 57,840 | $507.8 萬 | 0.14% | +20,670+55.6% | 加碼 |
| Aureus Asset Management, LLC | 57,717 | $506.8 萬 | 0.40% | +2,651+4.8% | 加碼 |
| Elk River Wealth Management, LLC | 57,089 | $504.1 萬 | 1.14% | +941+1.7% | 加碼 |
| Avantax Advisory Services, Inc. | 57,159 | $501.9 萬 | 0.06% | +17,607+44.5% | 加碼 |
| Heritage Trust Co | 57,073 | $501.1 萬 | 0.79% | +1,023+1.8% | 加碼 |
| Assenagon Asset Management S.A. | 56,944 | $500.0 萬 | 0.02% | +132+0.2% | 加碼 |
| Donaldson Capital Management, LLC | 56,888 | $499.5 萬 | 0.24% | +3,352+6.3% | 加碼 |
| Albion Financial Group | 55,620 | $488.3 萬 | 0.45% | −296−0.5% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 53,637 | $470.9 萬 | 1.88% | −835−1.5% | 減碼 |
| Lido Advisors, LLC | 53,428 | $469.1 萬 | 0.07% | +21,718+68.5% | 加碼 |
| Private Wealth Partners, LLC | 52,790 | $463.5 萬 | 0.46% | +4,145+8.5% | 加碼 |
| Institutional & Family Asset Management, LLC | 52,266 | $458.9 萬 | 0.76% | −4,488−7.9% | 減碼 |
| Canandaigua National Bank & Trust Co | 52,164 | $458.0 萬 | 0.77% | +52,164 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 51,808 | $454.9 萬 | 0.12% | +485+0.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 51,774 | $454.6 萬 | 0.06% | 00.0% | 不變 |
| Consolidated Investment Group LLC | 51,600 | $453.0 萬 | 0.89% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 51,433 | $451.6 萬 | 0.61% | −286−0.6% | 減碼 |
| Central Trust Co | 51,418 | $451.5 萬 | 0.13% | −963−1.8% | 減碼 |
| Capstone Investment Advisors, LLC | 51,222 | $449.7 萬 | 0.14% | −39,935−43.8% | 減碼 |
| Stephens Inc | 50,997 | $447.8 萬 | 0.09% | −2,574−4.8% | 減碼 |
| Highland Capital Management, LLC | 50,252 | $441.2 萬 | 0.33% | +2,619+5.5% | 加碼 |
| Trifecta Capital Advisors, LLC | 50,244 | $441.1 萬 | 1.55% | +834+1.7% | 加碼 |
| First National Bank of Omaha | 50,068 | $439.6 萬 | 0.27% | −1,970−3.8% | 減碼 |
| First Hawaiian Bank | 49,922 | $438.3 萬 | 0.15% | +76+0.2% | 加碼 |
| Becker Capital Management Inc | 49,732 | $436.6 萬 | 0.17% | −42,042−45.8% | 減碼 |
| MainStreet Investment Advisors LLC | 49,449 | $434.2 萬 | 0.48% | +1,001+2.1% | 加碼 |
| RNC Capital Management LLC | 49,421 | $433.9 萬 | 0.24% | −12,334−20.0% | 減碼 |
| TownSquare Capital, LLC | 49,064 | $430.8 萬 | 0.09% | +2,658+5.7% | 加碼 |
| Metis Global Partners, LLC | 48,683 | $427.4 萬 | 0.27% | +9,192+23.3% | 加碼 |
| Federated Hermes, Inc. | 48,463 | $425.5 萬 | 0.01% | +15,904+48.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 48,078 | $422.1 萬 | 0.75% | +1,166+2.5% | 加碼 |
| FDx Advisors, Inc. | 49,471 | $420.6 萬 | 0.18% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 47,781 | $419.5 萬 | 0.11% | +34,760+267.0% | 加碼 |
| First Manhattan Co | 46,921 | $412.0 萬 | 0.02% | −593−1.2% | 減碼 |
| Providence Capital Advisors, LLC | 46,800 | $410.9 萬 | 1.09% | +46,800 | 新進 |
| Massmutual Trust Co FSB | 46,768 | $410.6 萬 | 0.16% | +852+1.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 46,488 | $408.2 萬 | 0.33% | −1,502−3.1% | 減碼 |
| APG Asset Management N.V. | 50,394 | $407.3 萬 | 0.01% | −81,198−61.7% | 減碼 |
| Sigma Planning Corp | 46,102 | $404.8 萬 | 0.13% | +633+1.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 45,628 | $400.6 萬 | 0.14% | +45,628 | 新進 |
| Simon Quick Advisors, LLC | 45,607 | $400.4 萬 | 0.43% | +1,018+2.3% | 加碼 |
| SkyOak Wealth, LLC | 45,479 | $399.3 萬 | 1.22% | −626−1.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $398.5 萬 | 0.42% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 44,352 | $389.4 萬 | 0.28% | −150−0.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 44,240 | $388.4 萬 | 0.07% | +3,288+8.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 44,212 | $388.2 萬 | 0.17% | −1,058−2.3% | 減碼 |
| Vestor Capital, LLC | 44,149 | $387.6 萬 | 0.46% | +44,149 | 新進 |
| Caas Capital Management LP | 43,994 | $386.3 萬 | 1.25% | +21,294+93.8% | 加碼 |
| Foundations Investment Advisors, LLC | 43,987 | $386.2 萬 | 0.14% | +6,525+17.4% | 加碼 |
| Level Four Advisory Services, LLC | 43,577 | $382.6 萬 | 0.25% | +2,092+5.0% | 加碼 |
| Jupiter Wealth Management LLC | 43,500 | $381.9 萬 | 3.52% | −5,362−11.0% | 減碼 |
| DuPont Capital Management Corp | 42,917 | $376.8 萬 | 0.18% | +5,649+15.2% | 加碼 |