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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 17,987 | $157.9 萬 | 0.06% | −1,587−8.1% | 減碼 |
| Intrust Bank NA | 17,977 | $157.8 萬 | 0.20% | +324+1.8% | 加碼 |
| Leonteq Securities AG | 17,904 | $157.2 萬 | 0.15% | −17,409−49.3% | 減碼 |
| Lake Street Advisors Group, LLC | 17,861 | $156.8 萬 | 0.10% | +5,557+45.2% | 加碼 |
| NVWM, LLC | 17,835 | $156.6 萬 | 0.52% | −64−0.4% | 減碼 |
| Chemung Canal Trust Co | 17,720 | $155.6 萬 | 0.36% | +334+1.9% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $155.5 萬 | 1.42% | 00.0% | 不變 |
| CTC LLC | 17,880 | $154.0 萬 | 0.05% | −366,180−95.3% | 減碼 |
| Gsa Capital Partners LLP | 17,488 | $153.5 萬 | 0.15% | +17,488 | 新進 |
| Systematic Alpha Investments, LLC | 17,326 | $152.1 萬 | 0.08% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 17,255 | $151.5 萬 | 0.55% | +17,255 | 新進 |
| Prospera Financial Services Inc | 17,197 | $151.1 萬 | 0.06% | −68,269−79.9% | 減碼 |
| LGT Fund Management Co Ltd. | 17,140 | $150.5 萬 | 0.64% | +17,140 | 新進 |
| Trust Investment Advisors | 17,139 | $150.5 萬 | 1.35% | −126−0.7% | 減碼 |
| Gotham Asset Management, LLC | 17,134 | $150.4 萬 | 0.04% | +4,891+39.9% | 加碼 |
| Institute for Wealth Management, LLC. | 17,073 | $149.9 萬 | 0.29% | −70−0.4% | 減碼 |
| Strategic Advisors LLC | 16,897 | $148.4 萬 | 0.30% | +60.0% | 加碼 |
| Oak Asset Management, LLC | 16,828 | $147.7 萬 | 0.64% | −100−0.6% | 減碼 |
| Red Cedar Investment Management, LLC | 16,739 | $147.0 萬 | 0.23% | +5,503+49.0% | 加碼 |
| Horizon Investments, LLC | 16,784 | $146.1 萬 | 0.04% | −4,974−22.9% | 減碼 |
| Congress Wealth Management LLC | 16,544 | $145.3 萬 | 0.04% | +137+0.8% | 加碼 |
| Bryn Mawr Trust Co | 16,500 | $144.9 萬 | 0.06% | −102−0.6% | 減碼 |
| Covenant Asset Management, LLC | 16,328 | $143.4 萬 | 0.47% | +727+4.7% | 加碼 |
| Checchi Capital Advisers, LLC | 16,321 | $143.3 萬 | 0.14% | −746−4.4% | 減碼 |
| Am Investment Strategies LLC | 16,304 | $143.1 萬 | 0.49% | +107+0.7% | 加碼 |
| Quadrant Capital Group LLC | 16,250 | $142.7 萬 | 0.15% | −178−1.1% | 減碼 |
| Chesapeake Wealth Management | 16,245 | $142.6 萬 | 0.59% | +610+3.9% | 加碼 |
| Insight Inv LLC | 16,212 | $142.3 萬 | 1.53% | −2,180−11.9% | 減碼 |
| Argus Investors' Counsel, Inc. | 16,200 | $142.2 萬 | 1.08% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 16,175 | $142.0 萬 | 0.32% | −5,500−25.4% | 減碼 |
| White Pine Capital LLC | 16,165 | $141.9 萬 | 0.55% | −65−0.4% | 減碼 |
| CBOE Vest Financial, LLC | 16,033 | $140.8 萬 | 0.19% | +11,665+267.1% | 加碼 |
| Allen Investment Management LLC | 16,005 | $140.5 萬 | 0.02% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 15,970 | $140.2 萬 | 1.14% | +113+0.7% | 加碼 |
| Sowell Financial Services LLC | 15,923 | $139.8 萬 | 0.11% | −5,457−25.5% | 減碼 |
| Brookfield Asset Management Inc. | 15,918 | $139.8 萬 | 0.01% | +15,918 | 新進 |
| King Luther Capital Management Corp | 15,905 | $139.6 萬 | 0.01% | +116+0.7% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 15,854 | $139.2 萬 | 0.41% | +10.0% | 加碼 |
| Fund Management at Engine No. 1 LLC | 15,847 | $139.1 萬 | 0.28% | +1,334+9.2% | 加碼 |
| Centaurus Financial, Inc. | 15,674 | $137.6 萬 | 0.11% | −315−2.0% | 減碼 |
| Neville Rodie & Shaw Inc | 15,655 | $137.5 萬 | 0.12% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 15,600 | $137.0 萬 | 0.38% | 00.0% | 不變 |
| Avalon Trust Co | 15,600 | $137.0 萬 | 0.14% | +15,600 | 新進 |
| SeaCrest Wealth Management, LLC | 15,558 | $136.6 萬 | 0.19% | +319+2.1% | 加碼 |
| Valeo Financial Advisors, LLC | 15,537 | $136.4 萬 | 0.07% | +2,302+17.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 15,527 | $136.3 萬 | 0.28% | +309+2.0% | 加碼 |
| Profund Advisors LLC | 15,503 | $136.1 萬 | 0.08% | −681−4.2% | 減碼 |
| Long Run Wealth Advisors, LLC | 15,468 | $135.8 萬 | 0.46% | +168+1.1% | 加碼 |
| Bradley Foster & Sargent Inc | 15,391 | $135.1 萬 | 0.03% | 00.0% | 不變 |
| Trust Asset Management LLC | 15,376 | $135.0 萬 | 0.15% | −406−2.6% | 減碼 |
| 1st Source Bank | 15,300 | $134.3 萬 | 0.09% | −289−1.9% | 減碼 |
| Cigna Investments Inc | 15,249 | $133.8 萬 | 0.27% | −309−2.0% | 減碼 |
| Schear Investment Advisers, LLC | 15,159 | $133.1 萬 | 1.59% | +111+0.7% | 加碼 |
| Somerset Trust Co | 15,142 | $132.9 萬 | 0.58% | −235−1.5% | 減碼 |
| Atlas Private Wealth Management | 15,125 | $132.8 萬 | 0.80% | +523+3.6% | 加碼 |
| Green Harvest Asset Management LLC | 15,055 | $132.2 萬 | 0.05% | −31−0.2% | 減碼 |
| Mystic Asset Management, Inc. | 15,036 | $132.0 萬 | 0.73% | −474−3.1% | 減碼 |
| Decatur Capital Management, Inc. | 14,927 | $131.1 萬 | 0.99% | −2,815−15.9% | 減碼 |
| Diligent Investors, LLC | 14,800 | $129.9 萬 | 0.40% | −78−0.5% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $129.1 萬 | 0.65% | 00.0% | 不變 |
| River Street Advisors LLC | 14,626 | $128.4 萬 | 1.26% | +286+2.0% | 加碼 |
| Financial Counselors Inc | 14,571 | $127.9 萬 | 0.03% | −840−5.5% | 減碼 |
| SevenBridge Financial Group, LLC | 14,565 | $127.9 萬 | 0.35% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 14,559 | $127.8 萬 | 0.31% | +7,900+118.6% | 加碼 |
| Altman Advisors, Inc. | 16,535 | $127.8 萬 | 1.17% | +510+3.2% | 加碼 |
| Duff & Phelps Investment Management Co | 14,501 | $127.3 萬 | 0.02% | 00.0% | 不變 |
| Fulton Bank, N.A. | 14,498 | $127.3 萬 | 0.07% | +1,477+11.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 14,430 | $126.7 萬 | 0.30% | +97+0.7% | 加碼 |
| Dakota Wealth Management | 14,393 | $126.4 萬 | 0.08% | −1,059−6.9% | 減碼 |
| Spire Wealth Management | 14,377 | $126.2 萬 | 0.05% | +5,058+54.3% | 加碼 |
| InterOcean Capital Group, LLC | 14,215 | $124.8 萬 | 0.04% | −7,490−34.5% | 減碼 |
| Essex Investment Management Co LLC | 14,210 | $124.8 萬 | 0.18% | −2,010−12.4% | 減碼 |
| Meridian Wealth Management, LLC | 14,207 | $124.7 萬 | 0.11% | −1,909−11.8% | 減碼 |
| Engineers Gate Manager LP | 14,018 | $123.1 萬 | 0.05% | +14,018 | 新進 |
| Quantamental Technologies LLC | 13,988 | $122.8 萬 | 0.66% | +13,988 | 新進 |
| New England Research & Management, Inc. | 13,992 | $122.8 萬 | 0.72% | −250−1.8% | 減碼 |
| S&CO Inc | 13,915 | $122.1 萬 | 0.10% | 00.0% | 不變 |
| South State Corp. | 13,813 | $121.3 萬 | 0.11% | −1,031−6.9% | 減碼 |
| Wedbush Securities Inc | 13,648 | $119.8 萬 | 0.06% | −790−5.5% | 減碼 |
| Summit Financial, LLC | 13,627 | $119.6 萬 | 0.10% | +452+3.4% | 加碼 |
| Zullo Investment Group, Inc. | 13,617 | $119.6 萬 | 0.74% | −777−5.4% | 減碼 |
| Whittier Trust Co | 13,593 | $119.3 萬 | 0.02% | 00.0% | 不變 |
| Diversified Trust Co | 13,532 | $118.8 萬 | 0.05% | +2,894+27.2% | 加碼 |
| Systematic Financial Management LP | 13,500 | $118.5 萬 | 0.04% | 00.0% | 不變 |
| Excalibur Management Corp | 13,378 | $117.5 萬 | 0.61% | −38−0.3% | 減碼 |
| Interchange Capital Partners, LLC | 13,316 | $116.9 萬 | 0.64% | +10,773+423.6% | 加碼 |
| Nilsine Partners, LLC | 13,309 | $116.9 萬 | 0.18% | +13,309 | 新進 |
| Washburn Capital Management, Inc. | 13,291 | $116.7 萬 | 1.01% | −1,810−12.0% | 減碼 |
| Balentine LLC | 13,274 | $116.5 萬 | 0.04% | +13,274 | 新進 |
| Investors Research Corp | 13,266 | $116.5 萬 | 0.30% | −400−2.9% | 減碼 |
| Howland Capital Management LLC | 13,128 | $115.3 萬 | 0.07% | −399−2.9% | 減碼 |
| Axq Capital, LP | 13,000 | $114.1 萬 | 0.45% | +13,000 | 新進 |
| Financial Advisory Service, Inc. | 12,840 | $112.7 萬 | 0.12% | +912+7.6% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $112.6 萬 | 0.38% | −2,785−17.8% | 減碼 |
| TLWM | 12,758 | $112.0 萬 | 0.36% | −96−0.7% | 減碼 |
| Donald L. Hagan, LLC | 12,748 | $111.9 萬 | 0.62% | +499+4.1% | 加碼 |
| Royal Fund Management, LLC | 12,747 | $111.9 萬 | 0.17% | +5,104+66.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 12,735 | $111.8 萬 | 0.17% | +793+6.6% | 加碼 |
| Wealthspire Advisors, LLC | 12,725 | $111.7 萬 | 0.02% | −1,251−9.0% | 減碼 |
| Cetera Advisors LLC | 13,449 | $111.5 萬 | 0.02% | −442−3.2% | 減碼 |