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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 42,813 | $375.9 萬 | 0.49% | +190.0% | 加碼 |
| Parallel Advisors, LLC | 42,418 | $372.4 萬 | 0.13% | −493−1.1% | 減碼 |
| Tradewinds, LLC. | 42,396 | $372.2 萬 | 2.26% | +42,396 | 新進 |
| Steward Partners Investment Advisory, LLC | 41,843 | $367.4 萬 | 0.06% | −1,909−4.4% | 減碼 |
| Huntington National Bank | 41,618 | $365.4 萬 | 0.04% | −613−1.5% | 減碼 |
| Stock Yards Bank & Trust Co | 41,585 | $365.1 萬 | 0.14% | +3,508+9.2% | 加碼 |
| PGGM Investments | 41,479 | $364.2 萬 | 0.06% | +19,740+90.8% | 加碼 |
| Adell Harriman & Carpenter Inc | 41,429 | $363.7 萬 | 0.39% | −1,012−2.4% | 減碼 |
| Cypress Financial Planning LLC | 41,638 | $362.9 萬 | 2.21% | −22−0.1% | 減碼 |
| Roanoke Asset Management Corp | 41,313 | $362.7 萬 | 1.55% | −200.0% | 減碼 |
| KCS Wealth Advisory | 41,147 | $361.3 萬 | 1.37% | −1,969−4.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 41,070 | $360.6 萬 | 0.09% | −248−0.6% | 減碼 |
| Lincoln National Corp | 41,183 | $358.6 萬 | 0.08% | +631+1.6% | 加碼 |
| Veritable, L.P. | 40,825 | $358.4 萬 | 0.06% | −74−0.2% | 減碼 |
| Linscomb & Williams, Inc. | 40,801 | $358.2 萬 | 0.19% | +2,694+7.1% | 加碼 |
| Loomis Sayles & Co L P | 40,591 | $356.3 萬 | 0.01% | +462+1.2% | 加碼 |
| Tocqueville Asset Management L.P. | 40,519 | $355.8 萬 | 0.07% | −970−2.3% | 減碼 |
| Dana Investment Advisors, Inc. | 39,628 | $347.9 萬 | 0.18% | −206,806−83.9% | 減碼 |
| Asio Capital, LLC | 39,526 | $347.0 萬 | 0.90% | +1,483+3.9% | 加碼 |
| L2 Asset Management, LLC | 39,402 | $345.9 萬 | 2.07% | +12,960+49.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 39,395 | $345.9 萬 | 0.05% | +1,307+3.4% | 加碼 |
| Vinva Investment Management Ltd | 40,040 | $344.8 萬 | 0.29% | +40,040 | 新進 |
| CX Institutional | 39,385 | $343.4 萬 | 0.18% | −7,990−16.9% | 減碼 |
| Greenleaf Trust | 39,056 | $342.9 萬 | 0.04% | +644+1.7% | 加碼 |
| National Asset Management, Inc. | 38,705 | $341.5 萬 | 0.09% | −2,757−6.6% | 減碼 |
| HB Wealth Management, LLC | 38,780 | $340.5 萬 | 0.06% | +3,431+9.7% | 加碼 |
| Empirical Finance, LLC | 38,568 | $338.6 萬 | 0.32% | +1,313+3.5% | 加碼 |
| Carroll Investors, Inc | 38,671 | $338.5 萬 | 2.76% | +11,359+41.6% | 加碼 |
| Wright Investors Service Inc | 38,467 | $337.7 萬 | 0.96% | −8,688−18.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 38,451 | $337.6 萬 | 0.05% | −4,718−10.9% | 減碼 |
| Moody National Bank Trust Division | 38,067 | $334.2 萬 | 0.29% | −46−0.1% | 減碼 |
| United Fire Group Inc | 38,000 | $333.6 萬 | 2.09% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 38,000 | $333.6 萬 | 0.05% | +37,900+37,900.0% | 加碼 |
| Clough Capital Partners L P | 37,500 | $329.3 萬 | 0.35% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 37,498 | $329.2 萬 | 0.19% | +702+1.9% | 加碼 |
| Shell Asset Management Co | 37,463 | $328.9 萬 | 0.14% | −100−0.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 37,400 | $328.4 萬 | 0.04% | −8,000−17.6% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 37,200 | $326.6 萬 | 0.98% | +548+1.5% | 加碼 |
| First Citizens Bank & Trust Co | 36,999 | $324.9 萬 | 0.06% | −30,363−45.1% | 減碼 |
| Sculati Wealth Management, LLC | 36,992 | $324.8 萬 | 1.72% | −375−1.0% | 減碼 |
| Evexia Wealth LLC | 38,662 | $323.7 萬 | 1.74% | +38,662 | 新進 |
| Lincluden Management Ltd | 36,565 | $321.0 萬 | 0.37% | −1,344−3.5% | 減碼 |
| Investment Management Corp of Ontario | 36,479 | $320.3 萬 | 0.13% | −162−0.4% | 減碼 |
| Raymond James Trust N.A. | 36,457 | $320.1 萬 | 0.10% | +3,198+9.6% | 加碼 |
| Patten & Patten Inc | 36,354 | $319.2 萬 | 0.28% | −520−1.4% | 減碼 |
| Siemens Fonds Invest GmbH | 36,070 | $316.7 萬 | 0.33% | −255−0.7% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $316.4 萬 | 0.53% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 35,725 | $315.5 萬 | 0.25% | +928+2.7% | 加碼 |
| Aspen Grove Capital, LLC | 35,925 | $315.4 萬 | 1.38% | +40.0% | 加碼 |
| Everence Capital Management Inc | 35,391 | $310.7 萬 | 0.25% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 35,063 | $307.9 萬 | 0.32% | −3,465−9.0% | 減碼 |
| Meritage Portfolio Management | 34,865 | $306.1 萬 | 0.23% | +892+2.6% | 加碼 |
| Independent Advisor Alliance | 34,488 | $302.8 萬 | 0.15% | −5,074−12.8% | 減碼 |
| Xcel Wealth Management, LLC | 34,210 | $300.4 萬 | 1.06% | −2,823−7.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 34,193 | $300.2 萬 | 0.03% | −5,294−13.4% | 減碼 |
| Comerica Securities,inc. | 34,031 | $298.8 萬 | 0.22% | −10,843−24.2% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 34,008 | $298.6 萬 | 2.59% | +950+2.9% | 加碼 |
| Hancock Whitney Corp | 33,437 | $293.6 萬 | 0.12% | −1,106−3.2% | 減碼 |
| KCM Investment Advisors LLC | 33,426 | $293.5 萬 | 0.12% | −1,635−4.7% | 減碼 |
| Bayesian Capital Management, LP | 32,900 | $288.9 萬 | 0.36% | +32,900 | 新進 |
| City Holding Co | 32,198 | $282.7 萬 | 0.51% | +580+1.8% | 加碼 |
| United Services Automobile Association | 32,112 | $281.9 萬 | 0.09% | −18,863−37.0% | 減碼 |
| Hoey Investments, Inc | 31,961 | $280.6 萬 | 1.11% | +4,109+14.8% | 加碼 |
| Quantinno Capital Management LP | 31,715 | $278.5 萬 | 0.18% | +1,584+5.3% | 加碼 |
| Van Eck Associates Corp | 31,656 | $278.0 萬 | 0.01% | −1,029−3.1% | 減碼 |
| TCG Advisory Services, LLC | 31,457 | $276.2 萬 | 0.58% | +31,457 | 新進 |
| Northeast Investment Management | 31,371 | $275.4 萬 | 0.17% | −914−2.8% | 減碼 |
| Occidental Asset Management, LLC | 31,294 | $274.8 萬 | 0.69% | +253+0.8% | 加碼 |
| Symmetry Partners, LLC | 31,264 | $274.5 萬 | 0.15% | 00.0% | 不變 |
| Community Trust & Investment Co | 31,128 | $273.3 萬 | 0.24% | −1,045−3.2% | 減碼 |
| Coastline Trust Co | 31,000 | $272.2 萬 | 0.40% | −825−2.6% | 減碼 |
| Meiji Yasuda Life Insurance Co | 30,979 | $272.0 萬 | 0.05% | +218+0.7% | 加碼 |
| Geneos Wealth Management Inc. | 30,856 | $270.9 萬 | 0.16% | −4,783−13.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 30,660 | $269.2 萬 | 0.17% | +5,307+20.9% | 加碼 |
| Virtu Financial LLC | 30,464 | $267.5 萬 | 0.28% | +12,025+65.2% | 加碼 |
| Vestcor Inc | 30,429 | $267.2 萬 | 0.10% | −116−0.4% | 減碼 |
| Gifford Fong Associates | 30,000 | $263.4 萬 | 0.69% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 29,828 | $261.9 萬 | 0.12% | +13,159+78.9% | 加碼 |
| Palisade Asset Management, LLC | 29,802 | $261.7 萬 | 0.32% | +186+0.6% | 加碼 |
| Morse Asset Management, Inc | 29,293 | $257.2 萬 | 0.87% | +995+3.5% | 加碼 |
| Carret Asset Management, LLC | 29,129 | $255.8 萬 | 0.36% | −224−0.8% | 減碼 |
| Richard P Slaughter Associates Inc | 29,120 | $255.7 萬 | 0.84% | +29,120 | 新進 |
| LGT Group Foundation | 29,051 | $255.1 萬 | 0.07% | −12,245−29.7% | 減碼 |
| Ritholtz Wealth Management | 28,918 | $253.9 萬 | 0.13% | +666+2.4% | 加碼 |
| LMCG Investments, LLC | 28,909 | $253.8 萬 | 0.17% | −652−2.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 28,707 | $252.0 萬 | 0.36% | +4,228+17.3% | 加碼 |
| Foster & Motley Inc | 28,652 | $251.6 萬 | 0.20% | +3,561+14.2% | 加碼 |
| Alberta Investment Management Corp | 28,500 | $250.2 萬 | 0.02% | +28,500 | 新進 |
| Bleakley Financial Group, LLC | 28,237 | $247.9 萬 | 0.08% | +7,063+33.4% | 加碼 |
| Axxcess Wealth Management, LLC | 28,124 | $246.9 萬 | 0.19% | −28−0.1% | 減碼 |
| Lipe & Dalton | 28,084 | $246.6 萬 | 1.41% | −1,898−6.3% | 減碼 |
| K.J. Harrison & Partners Inc | 29,730 | $245.7 萬 | 0.50% | −13,005−30.4% | 減碼 |
| Vident Investment Advisory, LLC | 27,874 | $244.7 萬 | 0.08% | +2,619+10.4% | 加碼 |
| Union Heritage Capital, LLC | 27,747 | $243.6 萬 | 1.48% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 27,693 | $243.2 萬 | 0.05% | −40.0% | 減碼 |
| Altrafin AG | 27,516 | $241.6 萬 | 1.19% | +2,652+10.7% | 加碼 |
| Gries Financial LLC | 27,461 | $241.1 萬 | 0.71% | −2,928−9.6% | 減碼 |
| Culbertson A N & Co Inc | 27,005 | $237.1 萬 | 0.48% | +820+3.1% | 加碼 |
| Signaturefd, LLC | 26,998 | $237.0 萬 | 0.06% | −518−1.9% | 減碼 |
| Dimension Capital Management LLC | 26,940 | $236.5 萬 | 0.54% | 00.0% | 不變 |