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 2,745 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 2 季 13F 持有人
Morgan Stanley 在 2023/6/30 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
- 1,689
- 較 2023 年第 1 季 +25 家
- 持有股數
- 13.9 億
- 較 2023 年第 1 季 −4,142 萬 (−2.9%)
- 總市值
- $1,187 億
- 較 2023 年第 1 季 −$52.9 億 (−4.3%)
- 新進機構
- 125
- 另有 644 家加碼
- 清倉機構
- 100
- 另有 672 家減碼
另有 10 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | 2,745 | $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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 2,646 | $22.6 萬 | 0.05% | +192+7.8% | 加碼 |
| Congress Park Capital LLC | 2,650 | $22.6 萬 | 0.13% | 00.0% | 不變 |
| Avestar Capital, LLC | 2,663 | $22.7 萬 | 0.04% | +360+15.6% | 加碼 |
| Lazari Capital Management, Inc. | 2,672 | $22.8 萬 | 0.13% | +2,672 | 新進 |
| Buffington Mohr McNeal | 2,675 | $22.8 萬 | 0.05% | −150−5.3% | 減碼 |
| Argent Advisors, Inc. | 2,680 | $22.9 萬 | 0.10% | 00.0% | 不變 |
| Machina Capital S.A.S. | 2,700 | $23.1 萬 | 0.13% | +1,051+63.7% | 加碼 |
| Gyroscope Capital Management Group, LLC | 2,700 | $23.1 萬 | 0.05% | +2,700 | 新進 |
| Reik & Co., LLC | 2,703 | $23.1 萬 | 0.06% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 2,719 | $23.2 萬 | 0.08% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 2,724 | $23.3 萬 | 0.08% | +10+0.4% | 加碼 |
| Pallas Capital Advisors LLC | 2,701 | $23.3 萬 | 0.01% | −3,669−57.6% | 減碼 |
| Pathway Financial Advisors LLC | 2,737 | $23.4 萬 | 0.08% | −83−2.9% | 減碼 |
| Associated Banc-Corp | 2,749 | $23.5 萬 | 0.01% | +91+3.4% | 加碼 |
| Key Financial Inc | 2,751 | $23.5 萬 | 0.08% | +175+6.8% | 加碼 |
| Brookfield Asset Management Inc. | 2,753 | $23.5 萬 | 0.00% | −13,165−82.7% | 減碼 |
| Phillips Wealth Planners LLC | 2,756 | $23.5 萬 | 0.31% | +43+1.6% | 加碼 |
| Private Capital Management LLC | 2,756 | $23.5 萬 | 0.07% | −280−9.2% | 減碼 |
| Willow Creek Wealth Management Inc. | 2,762 | $23.6 萬 | 0.03% | +19+0.7% | 加碼 |
| Eagle Strategies LLC | 2,762 | $23.6 萬 | 0.06% | +128+4.9% | 加碼 |
| Planned Solutions, Inc. | 2,772 | $23.7 萬 | 0.14% | 00.0% | 不變 |
| Wrapmanager Inc | 2,775 | $23.7 萬 | 0.07% | −647−18.9% | 減碼 |
| Fortis Group Advisors, LLC | 2,779 | $23.7 萬 | 0.06% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 2,797 | $23.9 萬 | 0.07% | −218−7.2% | 減碼 |
| Cantor Fitzgerald, L. P. | 2,798 | $23.9 萬 | 0.01% | +198+7.6% | 加碼 |
| Mirabella Financial Services LLP | 2,800 | $23.9 萬 | 0.03% | −4,910−63.7% | 減碼 |
| Girard Partners Ltd. | 2,812 | $24.0 萬 | 0.03% | −621−18.1% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,798 | $24.0 萬 | 0.01% | −100−3.5% | 減碼 |
| Bragg Financial Advisors, Inc | 2,821 | $24.1 萬 | 0.01% | −366−11.5% | 減碼 |
| Kingfisher Capital LLC | 2,826 | $24.1 萬 | 0.06% | +281+11.0% | 加碼 |
| Windsor Group LTD | 2,820 | $24.1 萬 | 0.04% | +308+12.3% | 加碼 |
| Vantage Consulting Group Inc | 2,842 | $24.3 萬 | 0.14% | +16+0.6% | 加碼 |
| Syntax Advisors, LLC | 2,842 | $24.3 萬 | 0.20% | +16+0.6% | 加碼 |
| Enterprise Financial Services Corp | 2,843 | $24.3 萬 | 0.15% | −147−4.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 2,840 | $24.3 萬 | 0.00% | +2,840 | 新進 |
| Navis Wealth Advisors, LLC | 2,862 | $24.4 萬 | 0.22% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,862 | $24.4 萬 | 0.03% | +192+7.2% | 加碼 |
| Interchange Capital Partners, LLC | 2,884 | $24.6 萬 | 0.19% | −10,432−78.3% | 減碼 |
| Keystone Financial Group | 2,886 | $24.6 萬 | 0.04% | +2,886 | 新進 |
| Mastrapasqua Asset Management Inc | 2,900 | $24.8 萬 | 0.03% | −100−3.3% | 減碼 |
| Apexium Financial, LP | 2,904 | $24.8 萬 | 0.02% | +2,904 | 新進 |
| American State Bank (Iowa) | 2,908 | $24.8 萬 | 0.17% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 2,908 | $24.8 萬 | 0.02% | +2,908 | 新進 |
| Coastal Investment Advisors, Inc. | 2,911 | $24.9 萬 | 0.05% | −13−0.4% | 減碼 |
| SageView Advisory Group, LLC | 2,938 | $25.1 萬 | 0.01% | −31−1.0% | 減碼 |
| Glen Eagle Advisors, LLC | 2,948 | $25.2 萬 | 0.06% | −2,062−41.2% | 減碼 |
| Valmark Advisers, Inc. | 2,949 | $25.2 萬 | 0.01% | +62+2.1% | 加碼 |
| Tributary Capital Management, LLC | 2,950 | $25.2 萬 | 0.02% | −1,120−27.5% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 2,952 | $25.2 萬 | 0.09% | +32+1.1% | 加碼 |
| Advus Financial Partners, LLC | 2,963 | $25.3 萬 | 0.10% | −435−12.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 2,968 | $25.3 萬 | 0.07% | −100−3.3% | 減碼 |
| O'Rourke & Company, Inc | 2,978 | $25.4 萬 | 0.18% | +16+0.5% | 加碼 |
| Crewe Advisors LLC | 2,977 | $25.4 萬 | 0.04% | +149+5.3% | 加碼 |
| NBT Bank N A | 2,982 | $25.5 萬 | 0.04% | −325−9.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,986 | $25.5 萬 | 0.05% | −7,616−71.8% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,990 | $25.5 萬 | 0.07% | +489+19.6% | 加碼 |
| TD Ameritrade Investment Management, LLC | 2,994 | $25.6 萬 | 0.00% | −445−12.9% | 減碼 |
| SOL Capital Management CO | 3,000 | $25.6 萬 | 0.04% | −120−3.8% | 減碼 |
| Manchester Capital Management LLC | 2,998 | $25.6 萬 | 0.03% | +64+2.2% | 加碼 |
| Spirit of America Management Corp | 3,000 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| Family Management Corp | 3,000 | $25.6 萬 | 0.06% | +3,000 | 新進 |
| Five Oceans Advisors | 3,019 | $25.8 萬 | 0.17% | −36−1.2% | 減碼 |
| Stiles Financial Services Inc | 3,022 | $25.8 萬 | 0.13% | +25+0.8% | 加碼 |
| NBW Capital LLC | 3,025 | $25.8 萬 | 0.06% | +123+4.2% | 加碼 |
| Ropes Wealth Advisors LLC | 3,028 | $25.9 萬 | 0.04% | +373+14.0% | 加碼 |
| Financial Advocates Investment Management | 3,030 | $25.9 萬 | 0.02% | −569−15.8% | 減碼 |
| Kozak & Associates, Inc. | 3,022 | $26.1 萬 | 0.11% | +2+0.1% | 加碼 |
| Private Asset Management Inc | 3,082 | $26.3 萬 | 0.05% | 00.0% | 不變 |
| Valley National Advisers Inc | 3,108 | $26.6 萬 | 0.04% | −90−2.8% | 減碼 |
| Focus Financial Network, Inc. | 3,119 | $26.6 萬 | 0.01% | +461+17.3% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,120 | $26.6 萬 | 0.03% | +503+19.2% | 加碼 |
| Keel Point, LLC | 3,125 | $26.7 萬 | 0.04% | +381+13.9% | 加碼 |
| Strait & Sound Wealth Management LLC | 3,129 | $26.7 萬 | 0.26% | −228−6.8% | 減碼 |
| Objective Capital Management, LLC | 3,134 | $26.8 萬 | 0.23% | +10.0% | 加碼 |
| Apriem Advisors | 3,136 | $26.8 萬 | 0.04% | +200+6.8% | 加碼 |
| Joule Financial, LLC | 3,158 | $27.0 萬 | 0.14% | +3+0.1% | 加碼 |
| Eqis Capital Management, Inc. | 3,158 | $27.0 萬 | 0.03% | −352−10.0% | 減碼 |
| Wimmer Associates 1, LLC | 3,188 | $27.2 萬 | 0.16% | 00.0% | 不變 |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $27.3 萬 | 0.00% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 3,214 | $27.4 萬 | 0.00% | −324−9.2% | 減碼 |
| Aprio Wealth Management, LLC | 3,217 | $27.5 萬 | 0.08% | −223−6.5% | 減碼 |
| Rational Advisors LLC | 3,220 | $27.5 萬 | 0.02% | −3,154−49.5% | 減碼 |
| Manchester Financial Inc | 3,228 | $27.6 萬 | 0.08% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 3,239 | $27.7 萬 | 0.31% | 00.0% | 不變 |
| Aspiriant, LLC | 3,244 | $27.7 萬 | 0.01% | −65−2.0% | 減碼 |
| Menard Financial Group LLC | 3,248 | $27.7 萬 | 0.57% | −3,877−54.4% | 減碼 |
| Independent Solutions Wealth Management, LLC | 3,258 | $27.8 萬 | 0.08% | 00.0% | 不變 |
| DGS Capital Management, LLC | 3,259 | $27.8 萬 | 0.14% | +2+0.1% | 加碼 |
| Crawford Investment Counsel Inc | 3,267 | $27.9 萬 | 0.01% | −83−2.5% | 減碼 |
| Marathon Capital Management | 3,277 | $28.0 萬 | 0.07% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 3,283 | $28.0 萬 | 0.08% | +76+2.4% | 加碼 |
| Cutler Group LP | 3,305 | $28.2 萬 | 0.07% | +3,305 | 新進 |
| Goldstone Financial Group, LLC | 3,303 | $28.2 萬 | 0.08% | +325+10.9% | 加碼 |
| Janney Capital Management LLC | 3,323 | $28.4 萬 | 0.02% | −7−0.2% | 減碼 |
| Jackson Square Capital, LLC | 3,333 | $28.5 萬 | 0.11% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 3,336 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 3,337 | $28.5 萬 | 0.04% | +150+4.7% | 加碼 |
| Richwood Investment Advisors, LLC | 3,349 | $28.6 萬 | 0.28% | −176−5.0% | 減碼 |
| Pinnacle Financial Partners Inc | 3,354 | $28.6 萬 | 0.01% | +704+26.6% | 加碼 |
| Trilogy Capital Inc. | 3,048 | $28.7 萬 | 0.02% | −1,680−35.5% | 減碼 |