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 |
|---|---|---|---|---|---|
| Mark Stevens | 26,688 | $234.3 萬 | 0.30% | −3,086−10.4% | 減碼 |
| PFS Investments Inc. | 27,806 | $234.1 萬 | 0.04% | −54,862−66.4% | 減碼 |
| Hunter Associates Investment Management LLC | 26,578 | $233.7 萬 | 0.50% | −4,093−13.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,465 | $232.4 萬 | 0.03% | −1,725−6.1% | 減碼 |
| Next Level Private LLC | 26,248 | $230.5 萬 | 1.81% | 00.0% | 不變 |
| Caldwell Trust Co | 25,953 | $227.9 萬 | 0.32% | −200−0.8% | 減碼 |
| Centiva Capital, LP | 25,766 | $226.2 萬 | 0.13% | −2,379−8.5% | 減碼 |
| Venture Visionary Partners LLC | 25,696 | $225.6 萬 | 0.14% | −1,380−5.1% | 減碼 |
| Meeder Advisory Services, Inc. | 25,432 | $223.3 萬 | 0.26% | +634+2.6% | 加碼 |
| Advisory Services Network, LLC | 25,353 | $222.6 萬 | 0.06% | +853+3.5% | 加碼 |
| Heron Financial Group, LLC | 25,347 | $222.5 萬 | 1.23% | −1,329−5.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 25,284 | $222.0 萬 | 0.07% | −3,056−10.8% | 減碼 |
| We Are One Seven, LLC | 25,103 | $220.4 萬 | 0.14% | +2,637+11.7% | 加碼 |
| Texas Yale Capital Corp. | 24,760 | $217.4 萬 | 0.11% | −148−0.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 24,748 | $217.3 萬 | 0.05% | +5,087+25.9% | 加碼 |
| Greenwich Wealth Management LLC | 24,663 | $216.5 萬 | 0.24% | −103−0.4% | 減碼 |
| Great Diamond Partners, LLC | 24,630 | $216.3 萬 | 0.63% | −2,147−8.0% | 減碼 |
| HCR Wealth Advisors | 24,234 | $212.8 萬 | 0.42% | −14−0.1% | 減碼 |
| Freedom Day Solutions, LLC | 24,316 | $212.6 萬 | 1.00% | −1,181−4.6% | 減碼 |
| Savant Capital, LLC | 24,035 | $211.0 萬 | 0.04% | +2,208+10.1% | 加碼 |
| Koshinski Asset Management, Inc. | 23,880 | $209.7 萬 | 0.20% | +44+0.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 23,775 | $208.7 萬 | 0.15% | +2,605+12.3% | 加碼 |
| Griffin Asset Management, Inc. | 23,565 | $206.9 萬 | 0.29% | −528−2.2% | 減碼 |
| Stolper Co | 23,565 | $206.9 萬 | 0.89% | +398+1.7% | 加碼 |
| Arcus Capital Partners, LLC | 23,538 | $206.7 萬 | 0.71% | 00.0% | 不變 |
| Veriti Management LLC | 23,484 | $206.2 萬 | 0.24% | +2,955+14.4% | 加碼 |
| Convergence Investment Partners, LLC | 23,350 | $205.0 萬 | 1.21% | +335+1.5% | 加碼 |
| TCTC Holdings, LLC | 23,187 | $203.6 萬 | 0.08% | +97+0.4% | 加碼 |
| Prudent Man Advisors, LLC | 23,180 | $203.5 萬 | 0.80% | −353−1.5% | 減碼 |
| Empowered Funds, LLC | 23,150 | $203.3 萬 | 0.12% | +4,807+26.2% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 23,132 | $203.1 萬 | 0.11% | −3,819−14.2% | 減碼 |
| United Asset Strategies, Inc. | 23,078 | $202.6 萬 | 0.27% | +655+2.9% | 加碼 |
| Toroso Investments, LLC | 22,733 | $199.6 萬 | 0.07% | +1,488+7.0% | 加碼 |
| Regions Financial Corp | 22,661 | $199.0 萬 | 0.02% | −1,204−5.0% | 減碼 |
| Clarius Group, LLC | 22,628 | $198.7 萬 | 0.17% | −31−0.1% | 減碼 |
| Lakeview Capital Partners, LLC | 24,017 | $198.4 萬 | 0.62% | +1,271+5.6% | 加碼 |
| Salem Investment Counselors Inc | 22,574 | $198.2 萬 | 0.08% | +10,432+85.9% | 加碼 |
| Ascent Wealth Partners, LLC | 22,363 | $196.3 萬 | 0.39% | +450+2.1% | 加碼 |
| Apollon Wealth Management, LLC | 22,298 | $195.8 萬 | 0.12% | +287+1.3% | 加碼 |
| Equitable Trust Co | 22,257 | $195.4 萬 | 0.15% | −1,139−4.9% | 減碼 |
| Walleye Capital LLC | 22,257 | $195.4 萬 | 0.04% | +22,257 | 新進 |
| Integrated Wealth Concepts LLC | 22,209 | $195.0 萬 | 0.04% | +461+2.1% | 加碼 |
| Goodwin Daniel L | 22,000 | $193.2 萬 | 0.98% | 00.0% | 不變 |
| Cacti Asset Management LLC | 22,000 | $193.2 萬 | 0.18% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 21,970 | $192.9 萬 | 0.16% | −164−0.7% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $191.4 萬 | 0.09% | 00.0% | 不變 |
| Community Bank, N.A. | 21,797 | $191.4 萬 | 0.26% | +1,227+6.0% | 加碼 |
| Arrow Financial Corp | 21,755 | $191.0 萬 | 0.25% | −138−0.6% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 21,750 | $191.0 萬 | 0.12% | +21,750 | 新進 |
| Scholtz & Company, LLC | 21,737 | $190.9 萬 | 1.36% | +21,737 | 新進 |
| Boston Private Wealth LLC | 21,736 | $190.8 萬 | 0.03% | −407−1.8% | 減碼 |
| Park Avenue Securities LLC | 21,615 | $189.8 萬 | 0.03% | +166+0.8% | 加碼 |
| Edgestream Partners, L.P. | 21,468 | $188.5 萬 | 0.21% | +12,329+134.9% | 加碼 |
| Belpointe Asset Management LLC | 21,462 | $188.4 萬 | 0.10% | +7,794+57.0% | 加碼 |
| Westwood Holdings Group Inc. | 21,402 | $187.9 萬 | 0.02% | −49−0.2% | 減碼 |
| Eisler Capital (US) LLC | 21,341 | $187.4 萬 | 0.95% | +21,341 | 新進 |
| Perigon Wealth Management, LLC | 21,219 | $186.3 萬 | 0.11% | −65−0.3% | 減碼 |
| Capital Investment Advisors, LLC | 21,198 | $186.1 萬 | 0.05% | −312−1.5% | 減碼 |
| Opus Investment Management Inc | 21,000 | $184.4 萬 | 0.67% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 20,999 | $184.4 萬 | 0.42% | −824−3.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 20,952 | $184.0 萬 | 0.16% | +246+1.2% | 加碼 |
| Paralel Advisors LLC | 20,770 | $182.4 萬 | 0.10% | +546+2.7% | 加碼 |
| Alaethes Wealth LLC | 20,742 | $182.1 萬 | 1.07% | +944+4.8% | 加碼 |
| Bank of New Hampshire | 20,672 | $181.5 萬 | 0.54% | −1,014−4.7% | 減碼 |
| Brown Brothers Harriman & Co | 20,534 | $180.3 萬 | 0.02% | +1,190+6.2% | 加碼 |
| Hudson Canyon Capital Management | 20,350 | $178.7 萬 | 1.50% | −1,377−6.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 20,237 | $177.7 萬 | 0.19% | −9,663−32.3% | 減碼 |
| Jefferies Financial Group Inc. | 20,178 | $177.2 萬 | 0.04% | −29,747−59.6% | 減碼 |
| Pitcairn Co | 20,170 | $177.1 萬 | 0.16% | +1,788+9.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 20,162 | $177.0 萬 | 0.51% | +20,162 | 新進 |
| Ameliora Wealth Management Ltd. | 20,150 | $176.9 萬 | 1.03% | −1,000−4.7% | 減碼 |
| Brasada Capital Management, LP | 20,128 | $176.7 萬 | 0.39% | +1,297+6.9% | 加碼 |
| Vise Technologies, Inc. | 20,105 | $176.5 萬 | 0.47% | +3,007+17.6% | 加碼 |
| Crestline Management, LP | 20,000 | $175.6 萬 | 0.21% | +20,000 | 新進 |
| IFG Advisory, LLC | 19,882 | $174.6 萬 | 0.16% | +4,741+31.3% | 加碼 |
| Cunning Capital Partners, LP | 19,870 | $174.5 萬 | 1.19% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 19,856 | $174.3 萬 | 0.29% | −2,487−11.1% | 減碼 |
| Alpha DNA Investment Management LLC | 19,734 | $173.3 萬 | 0.89% | +9,440+91.7% | 加碼 |
| Baldwin Investment Management, LLC | 19,722 | $173.2 萬 | 0.31% | −13−0.1% | 減碼 |
| CAPROCK Group, Inc. | 19,681 | $172.8 萬 | 0.13% | +660+3.5% | 加碼 |
| Merit Financial Group, LLC | 19,417 | $170.5 萬 | 0.06% | +2,439+14.4% | 加碼 |
| Equitable Holdings, Inc. | 19,350 | $169.9 萬 | 0.03% | +2,108+12.2% | 加碼 |
| Community Bank of Raymore | 19,290 | $169.4 萬 | 0.65% | +12,750+195.0% | 加碼 |
| Modera Wealth Management, LLC | 19,189 | $168.5 萬 | 0.07% | +136+0.7% | 加碼 |
| Harvest Investment Advisors, LLC | 19,069 | $167.4 萬 | 1.49% | +40+0.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 19,063 | $167.4 萬 | 0.09% | −560−2.9% | 減碼 |
| DoubleLine ETF Adviser LP | 19,041 | $167.2 萬 | 0.71% | +438+2.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 18,982 | $166.7 萬 | 0.03% | −1,493−7.3% | 減碼 |
| Leavell Investment Management, Inc. | 18,937 | $166.3 萬 | 0.12% | +160+0.9% | 加碼 |
| Courier Capital LLC | 18,922 | $166.1 萬 | 0.18% | −2,475−11.6% | 減碼 |
| United Capital Financial Advisers, LLC | 18,888 | $165.8 萬 | 0.01% | −103−0.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 18,872 | $165.7 萬 | 0.07% | +2,296+13.9% | 加碼 |
| Forum Financial Management, LP | 18,747 | $164.6 萬 | 0.05% | −206−1.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 18,584 | $163.2 萬 | 0.03% | +1,572+9.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 18,518 | $162.6 萬 | 0.04% | −1,442−7.2% | 減碼 |
| Acropolis Investment Management, LLC | 18,511 | $162.5 萬 | 0.13% | +318+1.7% | 加碼 |
| Deltec Asset Management LLC | 18,500 | $162.4 萬 | 0.40% | −500−2.6% | 減碼 |
| Ashburton (Jersey) Ltd | 18,471 | $162.2 萬 | 0.77% | +6,063+48.9% | 加碼 |
| Abbot Financial Management, Inc. | 18,145 | $159.3 萬 | 1.07% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 18,046 | $158.4 萬 | 0.20% | +1,631+9.9% | 加碼 |