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 |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 3,360 | $28.7 萬 | 0.45% | +3,360 | 新進 |
| L2 Asset Management, LLC | 3,366 | $28.7 萬 | 0.14% | −36,036−91.5% | 減碼 |
| Wallace Advisory Group, LLC | 3,276 | $28.8 萬 | 0.22% | 00.0% | 不變 |
| Independent Financial Group, LLC | 3,419 | $29.2 萬 | 0.02% | +79+2.4% | 加碼 |
| Arkadios Wealth Advisors | 3,424 | $29.2 萬 | 0.03% | +69+2.1% | 加碼 |
| Hoylecohen, LLC | 3,464 | $29.6 萬 | 0.03% | −665−16.1% | 減碼 |
| Lavaca Capital LLC | 3,469 | $29.6 萬 | 0.09% | −2,573−42.6% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,475 | $29.7 萬 | 0.02% | +101+3.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 3,499 | $29.9 萬 | 0.06% | +722+26.0% | 加碼 |
| City State Bank | 3,500 | $29.9 萬 | 0.16% | −75−2.1% | 減碼 |
| Morningstar Investment Management LLC | 3,505 | $29.9 萬 | 0.04% | 00.0% | 不變 |
| Operose Advisors LLC | 3,511 | $30.0 萬 | 0.14% | +254+7.8% | 加碼 |
| Guardian Capital Advisors LP | 3,500 | $30.0 萬 | 0.03% | +3,500 | 新進 |
| Forte Capital LLC | 3,518 | $30.0 萬 | 0.04% | +13+0.4% | 加碼 |
| True North Advisors, LLC | 3,522 | $30.1 萬 | 0.09% | +3,522 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 3,524 | $30.1 萬 | 0.00% | −106,858−96.8% | 減碼 |
| Cohen & Steers, Inc. | 3,553 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 3,550 | $30.3 萬 | 0.12% | +28+0.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 3,564 | $30.4 萬 | 0.01% | +3,564 | 新進 |
| Quantum Financial Advisors, LLC | 3,570 | $30.5 萬 | 0.09% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 3,571 | $30.5 萬 | 0.07% | 00.0% | 不變 |
| HBW Advisory Services LLC | 3,593 | $30.7 萬 | 0.07% | +897+33.3% | 加碼 |
| Alta Advisers Ltd | 3,600 | $30.7 萬 | 0.17% | 00.0% | 不變 |
| Alerus Financial NA | 3,604 | $30.8 萬 | 0.03% | −98−2.6% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,614 | $30.9 萬 | 0.07% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 3,639 | $31.1 萬 | 0.00% | +950+35.3% | 加碼 |
| Frisch Financial Group, Inc. | 3,652 | $31.2 萬 | 0.15% | −575−13.6% | 減碼 |
| BLB&B Advisors, LLC | 3,658 | $31.2 萬 | 0.02% | −479−11.6% | 減碼 |
| Integrated Investment Consultants, LLC | 3,658 | $31.2 萬 | 0.10% | −337−8.4% | 減碼 |
| AXS Investments LLC | 3,680 | $31.4 萬 | 0.08% | +234+6.8% | 加碼 |
| First Financial Bank - Trust Division | 3,684 | $31.5 萬 | 0.03% | +26+0.7% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,692 | $31.5 萬 | 0.23% | +302+8.9% | 加碼 |
| Hudock, Inc. | 3,694 | $31.6 萬 | 0.07% | −225−5.7% | 減碼 |
| Davidson Investment Advisors | 3,724 | $31.8 萬 | 0.02% | −185−4.7% | 減碼 |
| Hollencrest Capital Management | 3,730 | $31.9 萬 | 0.03% | −17−0.5% | 減碼 |
| St Germain D J Co Inc | 3,730 | $31.9 萬 | 0.02% | +3,730 | 新進 |
| Cedar Brook Financial Partners, LLC | 3,732 | $31.9 萬 | 0.08% | +186+5.2% | 加碼 |
| Sentinus, LLC | 3,753 | $32.1 萬 | 0.10% | −15−0.4% | 減碼 |
| Overbrook Management Corp | 3,764 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 3,771 | $32.2 萬 | 0.24% | +123+3.4% | 加碼 |
| MCF Advisors LLC | 3,777 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Herold Advisors, Inc. | 3,784 | $32.3 萬 | 0.10% | +2+0.1% | 加碼 |
| Altus Wealth Group LLC | 3,807 | $32.5 萬 | 0.20% | −95−2.4% | 減碼 |
| Nwam LLC | 3,824 | $32.7 萬 | 0.03% | −122−3.1% | 減碼 |
| Amplius Wealth Advisors, LLC | 3,852 | $32.9 萬 | 0.04% | −126−3.2% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,853 | $32.9 萬 | 0.08% | 00.0% | 不變 |
| Platte River Wealth Advisors, LLC | 3,863 | $33.0 萬 | 0.12% | 00.0% | 不變 |
| Granger Management LLC | 3,881 | $33.1 萬 | 0.14% | −255−6.2% | 減碼 |
| Stelac Advisory Services LLC | 3,883 | $33.2 萬 | 0.15% | −168−4.1% | 減碼 |
| Park National Corp | 3,889 | $33.2 萬 | 0.01% | −114−2.8% | 減碼 |
| Centric Wealth Management | 3,986 | $33.2 萬 | 0.13% | +875+28.1% | 加碼 |
| Millennium Capital Advisors, LLC | 3,898 | $33.3 萬 | 0.27% | +81+2.1% | 加碼 |
| Regal Investment Advisors LLC | 3,903 | $33.3 萬 | 0.03% | −1,355−25.8% | 減碼 |
| Curi Capital | 3,907 | $33.4 萬 | 0.05% | −119−3.0% | 減碼 |
| Meeder Asset Management Inc | 3,913 | $33.4 萬 | 0.02% | −570−12.7% | 減碼 |
| Eudaimonia Partners, LLC | 3,920 | $33.5 萬 | 0.08% | −476−10.8% | 減碼 |
| Miracle Mile Advisors, LLC | 3,920 | $33.5 萬 | 0.01% | −1,254−24.2% | 減碼 |
| Rosenberg Matthew Hamilton | 3,922 | $33.5 萬 | 0.11% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,949 | $33.7 萬 | 0.01% | +134+3.5% | 加碼 |
| Imprint Wealth LLC | 3,958 | $33.8 萬 | 0.21% | +11+0.3% | 加碼 |
| RMR Wealth Builders | 3,959 | $33.8 萬 | 0.06% | −13−0.3% | 減碼 |
| Unigestion Holding SA | 3,968 | $33.8 萬 | 0.02% | −765−16.2% | 減碼 |
| Eastern Bank | 3,991 | $34.1 萬 | 0.02% | −203−4.8% | 減碼 |
| Twin Focus Capital Partners, LLC | 4,031 | $34.4 萬 | 0.07% | +702+21.1% | 加碼 |
| Farmers National Bank | 4,045 | $34.5 萬 | 0.12% | −28−0.7% | 減碼 |
| Missouri Trust & Investment Co | 4,061 | $34.7 萬 | 0.20% | +1,910+88.8% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 4,065 | $34.7 萬 | 0.16% | +1,243+44.0% | 加碼 |
| Allred Capital Management, LLC | 4,086 | $34.9 萬 | 0.17% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 4,128 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 4,133 | $35.3 萬 | 0.25% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 4,149 | $35.4 萬 | 0.05% | +211+5.4% | 加碼 |
| Partners Capital Investment Group, LLP | 4,150 | $35.4 萬 | 0.01% | +4,150 | 新進 |
| Destination Wealth Management | 4,161 | $35.5 萬 | 0.01% | −237−5.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,167 | $35.6 萬 | 0.03% | −720−14.7% | 減碼 |
| Powell Investment Advisors, LLC | 4,171 | $35.6 萬 | 0.21% | +38+0.9% | 加碼 |
| Continuum Advisory, LLC | 4,190 | $35.8 萬 | 0.06% | +23+0.6% | 加碼 |
| Neo Ivy Capital Management | 4,194 | $35.8 萬 | 0.19% | +4,194 | 新進 |
| Garde Capital, Inc. | 4,208 | $35.9 萬 | 0.03% | +4,208 | 新進 |
| Hexagon Capital Partners LLC | 4,250 | $36.3 萬 | 0.10% | −75−1.7% | 減碼 |
| Freestone Capital Holdings, LLC | 4,266 | $36.4 萬 | 0.01% | −164−3.7% | 減碼 |
| One River Asset Management, LLC | 4,295 | $36.6 萬 | 0.29% | +4,295 | 新進 |
| CNB Bank | 4,299 | $36.7 萬 | 0.22% | +1,068+33.1% | 加碼 |
| Quantamental Technologies LLC | 4,318 | $36.9 萬 | 0.15% | −9,670−69.1% | 減碼 |
| Samalin Investment Counsel, LLC | 4,335 | $37.0 萬 | 0.20% | +4,335 | 新進 |
| AustralianSuper Pty Ltd | 4,351 | $37.2 萬 | 0.00% | +4,351 | 新進 |
| Everhart Financial Group, Inc. | 4,353 | $37.2 萬 | 0.16% | −460−9.6% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,365 | $37.3 萬 | 0.19% | +87+2.0% | 加碼 |
| Waddell & Associates, LLC | 4,372 | $37.3 萬 | 0.05% | +55+1.3% | 加碼 |
| RSM US Wealth Management LLC | 4,390 | $37.5 萬 | 0.01% | +38+0.9% | 加碼 |
| Headlands Technologies LLC | 4,390 | $37.5 萬 | 0.12% | +4,390 | 新進 |
| Wagner Wealth Management, LLC | 4,400 | $37.6 萬 | 0.14% | +96+2.2% | 加碼 |
| Alpha Family Trust | 4,405 | $37.6 萬 | 0.26% | 00.0% | 不變 |
| Orion Capital Management LLC | 4,420 | $37.7 萬 | 0.25% | +4,220+2,110.0% | 加碼 |
| Ronald Blue Trust, Inc. | 4,309 | $37.9 萬 | 0.01% | −5,588−56.5% | 減碼 |
| Alpha Cubed Investments, LLC | 4,449 | $38.0 萬 | 0.03% | −671−13.1% | 減碼 |
| Baron Wealth Management LLC | 4,460 | $38.1 萬 | 0.24% | +20.0% | 加碼 |
| Zions Bancorporation, N.A. | 4,490 | $38.3 萬 | 0.03% | −26−0.6% | 減碼 |
| Jump Financial, LLC | 4,491 | $38.4 萬 | 0.01% | +4,491 | 新進 |
| SlateStone Wealth, LLC | 4,562 | $39.0 萬 | 0.07% | +455+11.1% | 加碼 |
| Aj Wealth Strategies, LLC | 4,581 | $39.1 萬 | 0.02% | +172+3.9% | 加碼 |