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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 5,684 | $48.5 萬 | 0.06% | −205−3.5% | 減碼 |
| Wealthsource Partners, LLC | 5,685 | $48.5 萬 | 0.03% | +618+12.2% | 加碼 |
| Westover Capital Advisors, LLC | 5,700 | $48.7 萬 | 0.17% | 00.0% | 不變 |
| Wealth Effects LLC | 5,704 | $48.7 萬 | 0.21% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 5,705 | $48.7 萬 | 0.06% | −2,232−28.1% | 減碼 |
| Strategic Investment Advisors | 5,705 | $48.7 萬 | 0.07% | +188+3.4% | 加碼 |
| Kingsview Wealth Management, LLC | 5,715 | $48.8 萬 | 0.02% | −170−2.9% | 減碼 |
| Pacitti Group Inc. | 5,722 | $48.9 萬 | 0.34% | −726−11.3% | 減碼 |
| NorthRock Partners, LLC | 5,738 | $49.0 萬 | 0.05% | −1,182−17.1% | 減碼 |
| Heritage Wealth Advisors | 5,752 | $49.1 萬 | 0.03% | +6+0.1% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 5,772 | $49.3 萬 | 0.16% | −233−3.9% | 減碼 |
| Berger Financial Group, Inc | 5,776 | $49.3 萬 | 0.06% | −101−1.7% | 減碼 |
| Beta Wealth Group, Inc. | 5,800 | $49.5 萬 | 0.29% | +900+18.4% | 加碼 |
| Legacy Capital Group California, Inc. | 5,870 | $50.1 萬 | 0.21% | +145+2.5% | 加碼 |
| Thomas White International Ltd | 5,879 | $50.2 萬 | 0.10% | 00.0% | 不變 |
| Cambridge Trust Co | 5,904 | $50.4 萬 | 0.02% | −352−5.6% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,950 | $50.8 萬 | 0.23% | 00.0% | 不變 |
| ASB Consultores, LLC | 6,010 | $51.3 萬 | 0.25% | −849−12.4% | 減碼 |
| Chapin Davis, Inc. | 6,011 | $51.3 萬 | 0.24% | +57+1.0% | 加碼 |
| Wharton Business Group, LLC | 6,024 | $51.4 萬 | 0.03% | 00.0% | 不變 |
| Sippican Capital Advisors | 6,051 | $51.7 萬 | 0.48% | −222−3.5% | 減碼 |
| Graypoint LLC | 6,051 | $51.7 萬 | 0.05% | −1,440−19.2% | 減碼 |
| Visionary Wealth Advisors | 6,075 | $51.9 萬 | 0.04% | −227−3.6% | 減碼 |
| Carlson Capital Management | 6,094 | $52.0 萬 | 0.03% | +116+1.9% | 加碼 |
| Adirondack Trust Co | 5,709 | $52.3 萬 | 0.24% | +140+2.5% | 加碼 |
| Advisors Capital Management, LLC | 6,129 | $52.3 萬 | 0.01% | +576+10.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 6,133 | $52.4 萬 | 0.02% | +10.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,141 | $52.4 萬 | 0.02% | −3,731−37.8% | 減碼 |
| La Financiere de L'Echiquier | 6,200 | $52.9 萬 | 0.03% | +3,500+129.6% | 加碼 |
| Clear Harbor Asset Management, LLC | 6,213 | $53.1 萬 | 0.05% | −105−1.7% | 減碼 |
| Waldron Private Wealth LLC | 6,222 | $53.1 萬 | 0.03% | −2,818−31.2% | 減碼 |
| Parkside Financial Bank & Trust | 6,228 | $53.2 萬 | 0.13% | −138−2.2% | 減碼 |
| US Asset Management LLC | 6,231 | $53.2 萬 | 0.56% | 00.0% | 不變 |
| Chicago Wealth Management, Inc. | 6,243 | $53.3 萬 | 0.41% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 6,280 | $53.6 萬 | 0.10% | +21+0.3% | 加碼 |
| Infrastructure Capital Advisors, LLC | 6,312 | $53.9 萬 | 0.10% | +2,260+55.8% | 加碼 |
| Chilton Investment Co LLC | 6,313 | $53.9 萬 | 0.02% | −89,875−93.4% | 減碼 |
| Brown Capital Management LLC | 6,320 | $54.0 萬 | 0.01% | 00.0% | 不變 |
| Castle Wealth Management LLC | 6,346 | $54.2 萬 | 0.38% | +217+3.5% | 加碼 |
| Bank of Hawaii | 6,356 | $54.3 萬 | 0.03% | −15−0.2% | 減碼 |
| Concord Wealth Partners | 6,395 | $54.6 萬 | 0.12% | +2,565+67.0% | 加碼 |
| Park Circle Co | 6,400 | $54.7 萬 | 0.51% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 6,430 | $54.9 萬 | 0.02% | +747+13.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,436 | $55.0 萬 | 0.04% | −43−0.7% | 減碼 |
| Anchor Investment Management, LLC | 6,467 | $55.2 萬 | 0.07% | +346+5.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 6,468 | $55.2 萬 | 0.00% | −931−12.6% | 減碼 |
| Lee Danner & Bass Inc | 6,488 | $55.4 萬 | 0.05% | +13+0.2% | 加碼 |
| Corton Capital Inc. | 6,496 | $55.5 萬 | 0.26% | +6,496 | 新進 |
| Sompo Asset Management Co., Ltd. | 6,500 | $55.5 萬 | 0.10% | +380+6.2% | 加碼 |
| Arbor Investment Advisors, LLC | 6,555 | $56.0 萬 | 0.10% | −26−0.4% | 減碼 |
| Eagle Asset Management Inc | 6,577 | $56.2 萬 | 0.00% | +2,783+73.4% | 加碼 |
| Harbor Advisors LLC | 6,608 | $56.4 萬 | 0.12% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 6,634 | $56.7 萬 | 0.00% | +3,025+83.8% | 加碼 |
| Somerville Kurt F | 6,640 | $56.7 萬 | 0.11% | 00.0% | 不變 |
| Lake Street Financial LLC | 6,643 | $56.7 萬 | 0.10% | −248−3.6% | 減碼 |
| Roundview Capital LLC | 6,655 | $56.8 萬 | 0.06% | +1,055+18.8% | 加碼 |
| Western Wealth Management, LLC | 6,660 | $56.9 萬 | 0.05% | −5−0.1% | 減碼 |
| CenterStar Asset Management, LLC | 6,664 | $57.0 萬 | 0.52% | +6,664 | 新進 |
| Breakwater Capital Group | 6,674 | $57.0 萬 | 0.21% | +883+15.2% | 加碼 |
| Prio Wealth Limited Partnership | 6,682 | $57.1 萬 | 0.02% | −50−0.7% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $57.4 萬 | 0.18% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 6,728 | $57.5 萬 | 0.01% | +1,005+17.6% | 加碼 |
| Icon Wealth Partners, LLC | 6,736 | $57.5 萬 | 0.06% | +3,071+83.8% | 加碼 |
| West Oak Capital, LLC | 6,757 | $57.7 萬 | 0.28% | −1,137−14.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 6,780 | $57.9 萬 | 0.01% | +6,780 | 新進 |
| Mission Wealth Management, LP | 6,860 | $58.6 萬 | 0.02% | +902+15.1% | 加碼 |
| Clifford Group, LLC | 6,872 | $58.7 萬 | 0.63% | +1,317+23.7% | 加碼 |
| IFP Advisors, Inc | 11,466 | $58.7 萬 | 0.03% | +2,437+27.0% | 加碼 |
| TriaGen Wealth Management LLC | 6,905 | $59.0 萬 | 0.27% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 6,916 | $59.1 萬 | 0.02% | +4,359+170.5% | 加碼 |
| Texas Capital Bancshares Inc | 6,916 | $59.1 萬 | 0.33% | +6,916 | 新進 |
| Orca Investment Management, LLC | 6,922 | $59.1 萬 | 0.64% | 00.0% | 不變 |
| HM Payson & Co | 6,922 | $59.1 萬 | 0.01% | −230−3.2% | 減碼 |
| IFG Advisors, LLC | 6,932 | $59.2 萬 | 0.21% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,937 | $59.2 萬 | 0.31% | +314+4.7% | 加碼 |
| Salzhauer Michael | 6,940 | $59.3 萬 | 0.64% | −200−2.8% | 減碼 |
| Welch & Forbes LLC | 6,961 | $59.4 萬 | 0.01% | −739−9.6% | 減碼 |
| Balentine LLC | 6,983 | $59.6 萬 | 0.02% | −6,291−47.4% | 減碼 |
| Parkside Investments, LLC | 7,000 | $59.8 萬 | 0.11% | 00.0% | 不變 |
| Caerus Investment Advisors, LLC | 7,010 | $59.9 萬 | 0.68% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 7,017 | $59.9 萬 | 0.09% | +414+6.3% | 加碼 |
| Colony Group LLC | 7,028 | $60.0 萬 | 0.01% | −105−1.5% | 減碼 |
| AlphaCore Capital LLC | 7,033 | $60.1 萬 | 0.10% | −1,159−14.1% | 減碼 |
| Citizens Financial Group Inc | 7,099 | $60.6 萬 | 0.02% | −5,302−42.8% | 減碼 |
| Empower Advisory Group, LLC | 7,125 | $60.8 萬 | 0.00% | −188−2.6% | 減碼 |
| Hyman Charles D | 7,157 | $61.1 萬 | 0.04% | −15−0.2% | 減碼 |
| Personal Cfo Solutions, LLC | 7,165 | $61.2 萬 | 0.12% | +646+9.9% | 加碼 |
| Los Angeles Capital Management LLC | 7,179 | $61.3 萬 | 0.00% | −84,135−92.1% | 減碼 |
| Claro Advisors LLC | 7,182 | $61.3 萬 | 0.15% | +453+6.7% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 7,200 | $61.5 萬 | 0.01% | +7,200 | 新進 |
| Mechanics Financial Corp | 7,201 | $61.5 萬 | 0.33% | +80+1.1% | 加碼 |
| Robotti Robert | 7,215 | $61.6 萬 | 0.10% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 7,217 | $61.6 萬 | 0.06% | −126−1.7% | 減碼 |
| Northern Financial Advisors Inc | 7,230 | $61.7 萬 | 0.54% | −816−10.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 7,334 | $62.6 萬 | 0.07% | +1,765+31.7% | 加碼 |
| Renaissance Investment Group LLC | 7,340 | $62.7 萬 | 0.16% | 00.0% | 不變 |
| Hills Bank & Trust Co | 7,344 | $62.7 萬 | 0.08% | −759−9.4% | 減碼 |
| Burke & Herbert Bank & Trust Co | 7,352 | $62.8 萬 | 0.43% | −417−5.4% | 減碼 |
| KLCM Advisors, Inc. | 7,364 | $62.9 萬 | 0.12% | +1,383+23.1% | 加碼 |
| David Loasby | 7,575 | $63.1 萬 | 0.07% | +497+7.0% | 加碼 |