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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 4,584 | $39.1 萬 | 0.10% | −12−0.3% | 減碼 |
| Addison Advisors LLC | 4,587 | $39.2 萬 | 0.19% | +248+5.7% | 加碼 |
| Wealth Alliance | 4,589 | $39.2 萬 | 0.06% | −713−13.4% | 減碼 |
| Smithfield Trust Co | 4,594 | $39.2 萬 | 0.02% | +403+9.6% | 加碼 |
| First Dallas Securities Inc. | 4,600 | $39.3 萬 | 0.22% | 00.0% | 不變 |
| Owen LaRue, LLC | 4,556 | $39.4 萬 | 0.41% | +4,556 | 新進 |
| King Wealth | 4,613 | $39.4 萬 | 0.08% | +86+1.9% | 加碼 |
| Pinnacle Bancorp, Inc. | 4,658 | $39.8 萬 | 0.14% | +260+5.9% | 加碼 |
| Peoples Bank | 4,660 | $39.8 萬 | 0.24% | −75−1.6% | 減碼 |
| Arete Wealth Advisors, LLC | 4,814 | $39.8 萬 | 0.04% | −613−11.3% | 減碼 |
| American Trust | 4,663 | $39.8 萬 | 0.03% | −200−4.1% | 減碼 |
| Farther Finance Advisors, LLC | 4,669 | $39.9 萬 | 0.09% | +1,884+67.6% | 加碼 |
| IPG Investment Advisors LLC | 4,675 | $39.9 萬 | 0.09% | −11,500−71.1% | 減碼 |
| West Family Investments, Inc. | 4,677 | $39.9 萬 | 0.16% | 00.0% | 不變 |
| Kaizen Financial Strategies | 4,668 | $40.0 萬 | 0.34% | +935+25.0% | 加碼 |
| Vivaldi Capital Management, LLC | 4,704 | $40.2 萬 | 0.12% | +311+7.1% | 加碼 |
| AdvisorNet Financial, Inc | 4,708 | $40.2 萬 | 0.03% | −4,918−51.1% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 4,710 | $40.2 萬 | 0.08% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 4,716 | $40.3 萬 | 0.05% | −81−1.7% | 減碼 |
| Masso Torrence Wealth Management Inc. | 4,727 | $40.4 萬 | 0.29% | +1,060+28.9% | 加碼 |
| LVZ Advisors, Inc. | 4,732 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| Ledyard National Bank | 4,741 | $40.5 萬 | 0.04% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 4,752 | $40.6 萬 | 0.09% | +118+2.5% | 加碼 |
| Jackson Creek Investment Advisors LLC | 4,753 | $40.6 萬 | 0.16% | −959−16.8% | 減碼 |
| KG&L Capital Management,LLC | 4,764 | $40.7 萬 | 0.20% | −546−10.3% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 4,783 | $40.8 萬 | 0.12% | +200+4.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,785 | $40.9 萬 | 0.12% | −425−8.2% | 減碼 |
| STAR Financial Bank | 4,790 | $40.9 萬 | 0.38% | +26+0.5% | 加碼 |
| Marcum Wealth, LLC | 4,794 | $40.9 萬 | 0.05% | −485−9.2% | 減碼 |
| Omnia Family Wealth, LLC | 4,794 | $40.9 萬 | 0.28% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 4,801 | $41.0 萬 | 0.09% | +2,010+72.0% | 加碼 |
| Fortem Financial Group, LLC | 4,802 | $41.0 萬 | 0.24% | +1,144+31.3% | 加碼 |
| Viawealth, LLC | 4,805 | $41.0 萬 | 0.31% | −888−15.6% | 減碼 |
| Arista Wealth Management, LLC | 4,815 | $41.1 萬 | 0.17% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 4,816 | $41.1 萬 | 0.04% | −16,652−77.6% | 減碼 |
| DT Investment Partners, LLC | 4,536 | $41.3 萬 | 0.05% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 4,866 | $41.6 萬 | 0.04% | −185−3.7% | 減碼 |
| Calton & Associates, Inc. | 4,867 | $41.6 萬 | 0.19% | +275+6.0% | 加碼 |
| Riverwater Partners LLC | 4,869 | $41.6 萬 | 0.37% | 00.0% | 不變 |
| Executive Wealth Group LLC | 4,915 | $42.0 萬 | 0.28% | +46+0.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,924 | $42.1 萬 | 0.01% | −1,551−24.0% | 減碼 |
| Beverly Hills Private Wealth, LLC | 4,739 | $42.1 萬 | 0.07% | +4,739 | 新進 |
| Americana Partners, LLC | 4,934 | $42.1 萬 | 0.05% | −1,003−16.9% | 減碼 |
| Davis R M Inc | 4,948 | $42.3 萬 | 0.01% | +46+0.9% | 加碼 |
| Capital Advisors Inc | 4,957 | $42.3 萬 | 0.01% | +1,687+51.6% | 加碼 |
| Tiemann Investment Advisors, LLC | 4,961 | $42.4 萬 | 0.22% | +175+3.7% | 加碼 |
| First National Advisers, LLC | 4,981 | $42.5 萬 | 0.39% | −1,481−22.9% | 減碼 |
| Allstate Corp | 4,986 | $42.6 萬 | 0.03% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 5,004 | $42.7 萬 | 0.02% | −504−9.2% | 減碼 |
| Integris Wealth Management, LLC | 5,019 | $42.9 萬 | 0.15% | −40−0.8% | 減碼 |
| X-Square Capital, LLC | 5,021 | $42.9 萬 | 0.29% | −48−0.9% | 減碼 |
| Lindbrook Capital, LLC | 5,043 | $43.1 萬 | 0.05% | −48−0.9% | 減碼 |
| Bell Bank | 5,060 | $43.2 萬 | 0.05% | −311−5.8% | 減碼 |
| Insight 2811, Inc. | 5,063 | $43.2 萬 | 0.24% | −672−11.7% | 減碼 |
| Arcataur Capital Management LLC | 5,067 | $43.3 萬 | 0.18% | +5,067 | 新進 |
| CFS Investment Advisory Services, LLC | 5,066 | $43.3 萬 | 0.06% | +5,066 | 新進 |
| Bridgefront Capital, LLC | 5,075 | $43.3 萬 | 0.23% | +5,075 | 新進 |
| Mill Creek Capital Advisors, LLC | 5,076 | $43.3 萬 | 0.01% | +979+23.9% | 加碼 |
| Cable Hill Partners, LLC | 5,081 | $43.4 萬 | 0.06% | −428−7.8% | 減碼 |
| Evergreen Capital Management LLC | 5,101 | $43.6 萬 | 0.02% | −2,113−29.3% | 減碼 |
| First County Bank | 5,104 | $43.6 萬 | 0.21% | −678−11.7% | 減碼 |
| Gryphon Financial Partners LLC | 5,120 | $43.7 萬 | 0.10% | −858−14.4% | 減碼 |
| Sage Mountain Advisors LLC | 5,159 | $44.1 萬 | 0.06% | −434−7.8% | 減碼 |
| C2C Wealth Management, LLC | 5,121 | $44.4 萬 | 0.06% | 00.0% | 不變 |
| Concord Asset Management, LLC | 5,204 | $44.4 萬 | 0.16% | +1,292+33.0% | 加碼 |
| PDS Planning, Inc | 5,210 | $44.5 萬 | 0.06% | +132+2.6% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $44.5 萬 | 0.03% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 5,215 | $44.5 萬 | 0.02% | +20+0.4% | 加碼 |
| Catalyst Financial Partners LLC | 5,227 | $44.6 萬 | 0.16% | +543+11.6% | 加碼 |
| BSW Wealth Partners | 5,250 | $44.8 萬 | 0.09% | −148−2.7% | 減碼 |
| Skba Capital Management LLC | 5,250 | $44.8 萬 | 0.08% | −100−1.9% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,262 | $44.9 萬 | 0.06% | +170+3.3% | 加碼 |
| Pinebridge Investments, L.P. | 5,282 | $45.1 萬 | 0.00% | −868−14.1% | 減碼 |
| Eads & Heald Wealth Management | 5,293 | $45.2 萬 | 0.22% | +870+19.7% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,315 | $45.4 萬 | 0.42% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,321 | $45.4 萬 | 0.10% | −29−0.5% | 減碼 |
| Rothschild Investment Corp | 5,335 | $45.6 萬 | 0.04% | +454+9.3% | 加碼 |
| First Interstate Bank | 5,350 | $45.7 萬 | 0.04% | −115−2.1% | 減碼 |
| Change Path, LLC | 5,368 | $45.8 萬 | 0.02% | +937+21.1% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 5,375 | $45.9 萬 | 0.06% | −1,858−25.7% | 減碼 |
| Bahl & Gaynor Inc | 5,379 | $45.9 萬 | 0.00% | −24−0.4% | 減碼 |
| Kovack Advisors, Inc. | 5,380 | $45.9 萬 | 0.06% | −910−14.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 5,435 | $46.4 萬 | 0.03% | −6,868−55.8% | 減碼 |
| Echo Street Capital Management LLC | 5,439 | $46.4 萬 | 0.00% | +5,439 | 新進 |
| V Wealth Advisors LLC | 5,468 | $46.7 萬 | 0.08% | +966+21.5% | 加碼 |
| Boston Financial Mangement LLC | 5,472 | $46.7 萬 | 0.02% | −134−2.4% | 減碼 |
| Financial Advisors, LLC | 5,476 | $46.8 萬 | 0.11% | −114−2.0% | 減碼 |
| Atom Investors LP | 5,505 | $47.0 萬 | 0.18% | +5,505 | 新進 |
| Kistler-Tiffany Companies, LLC | 5,521 | $47.1 萬 | 0.08% | −942−14.6% | 減碼 |
| Trust Co of Toledo NA | 5,526 | $47.2 萬 | 0.08% | −44−0.8% | 減碼 |
| Curbstone Financial Management Corp | 5,532 | $47.2 萬 | 0.11% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 5,549 | $47.4 萬 | 0.04% | +714+14.8% | 加碼 |
| LS Investment Advisors, LLC | 5,550 | $47.4 萬 | 0.08% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 5,592 | $47.8 萬 | 0.07% | +367+7.0% | 加碼 |
| RFG Advisory, LLC | 5,614 | $47.9 萬 | 0.02% | −144−2.5% | 減碼 |
| Clearstead Advisors, LLC | 5,619 | $48.0 萬 | 0.03% | −1,023−15.4% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,623 | $48.0 萬 | 0.05% | +36+0.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,653 | $48.3 萬 | 0.09% | −106−1.8% | 減碼 |
| Rehmann Capital Advisory Group | 5,679 | $48.5 萬 | 0.04% | −58−1.0% | 減碼 |
| American National Bank | 5,683 | $48.5 萬 | 0.08% | +223+4.1% | 加碼 |