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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 7,420 | $63.4 萬 | 0.06% | −75−1.0% | 減碼 |
| XTX Topco Ltd | 7,488 | $63.9 萬 | 0.11% | +1,778+31.1% | 加碼 |
| Auto-Owners Insurance Co | 7,500 | $64.0 萬 | 0.02% | 00.0% | 不變 |
| Zenyatta Capital Management LP | 7,500 | $64.0 萬 | 0.41% | +7,500 | 新進 |
| Private Portfolio Partners LLC | 7,505 | $64.1 萬 | 0.16% | +142+1.9% | 加碼 |
| Cooper Financial Group | 7,519 | $64.2 萬 | 0.16% | +447+6.3% | 加碼 |
| Evoke Wealth, LLC | 7,526 | $64.3 萬 | 0.02% | +1,787+31.1% | 加碼 |
| McMillion Capital Management Inc | 7,536 | $64.4 萬 | 0.57% | −360−4.6% | 減碼 |
| Two Sigma Securities, LLC | 7,545 | $64.4 萬 | 0.05% | −67,174−89.9% | 減碼 |
| Hilltop Holdings Inc. | 7,552 | $64.5 萬 | 0.08% | −5−0.1% | 減碼 |
| Bremer Bank National Association | 7,561 | $64.6 萬 | 0.12% | −133−1.7% | 減碼 |
| TD Private Client Wealth LLC | 7,568 | $64.6 萬 | 0.03% | +799+11.8% | 加碼 |
| Financial Management Professionals, Inc. | 7,599 | $64.9 萬 | 0.11% | +232+3.1% | 加碼 |
| Voya Financial Advisors, Inc. | 7,626 | $65.0 萬 | 0.08% | −47−0.6% | 減碼 |
| Independent Investors Inc | 7,616 | $65.0 萬 | 0.15% | −600−7.3% | 減碼 |
| Berkshire Bank | 7,667 | $65.5 萬 | 0.18% | +84+1.1% | 加碼 |
| North Star Investment Management Corp. | 7,708 | $65.8 萬 | 0.05% | 00.0% | 不變 |
| Aigen Investment Management, LP | 7,731 | $66.0 萬 | 0.10% | +7,731 | 新進 |
| Choate Investment Advisors | 7,745 | $66.1 萬 | 0.03% | +4,779+161.1% | 加碼 |
| Cookson Peirce & Co Inc | 7,746 | $66.2 萬 | 0.04% | −529−6.4% | 減碼 |
| V-Square Quantitative Management LLC | 7,762 | $66.3 萬 | 0.48% | −407−5.0% | 減碼 |
| Diversified Trust Co | 7,797 | $66.6 萬 | 0.02% | −5,735−42.4% | 減碼 |
| Meridian Investment Counsel Inc. | 7,813 | $66.7 萬 | 0.24% | 00.0% | 不變 |
| Maven Securities LTD | 7,818 | $66.8 萬 | 0.10% | +1,100+16.4% | 加碼 |
| BKD Wealth Advisors, LLC | 7,818 | $66.8 萬 | 0.02% | +1,950+33.2% | 加碼 |
| Peoples Financial Services Corp. | 7,832 | $66.9 萬 | 0.30% | −120−1.5% | 減碼 |
| 1832 Asset Management L.P. | 7,855 | $67.1 萬 | 0.00% | −241,600−96.9% | 減碼 |
| Capital Markets Trading UK LLP | 7,873 | $67.2 萬 | 0.49% | +7,873 | 新進 |
| Affinity Investment Advisors, LLC | 7,922 | $67.7 萬 | 0.39% | −4,249−34.9% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,966 | $68.0 萬 | 0.10% | +4,732+146.3% | 加碼 |
| HWG Holdings LP | 7,997 | $68.3 萬 | 0.32% | −124−1.5% | 減碼 |
| Park Edge Advisors, LLC | 8,097 | $69.2 萬 | 0.23% | −2,375−22.7% | 減碼 |
| Garner Asset Management Corp | 8,104 | $69.2 萬 | 0.40% | −2,047−20.2% | 減碼 |
| Csenge Advisory Group | 8,152 | $69.6 萬 | 0.05% | −467−5.4% | 減碼 |
| Old National Bancorp | 8,189 | $69.9 萬 | 0.02% | −3,235−28.3% | 減碼 |
| Sciencast Management LP | 8,340 | $70.0 萬 | 0.57% | +8,340 | 新進 |
| Busey Wealth Management | 8,209 | $70.1 萬 | 0.03% | +711+9.5% | 加碼 |
| Cim Investment Mangement Inc | 8,229 | $70.3 萬 | 0.24% | +19+0.2% | 加碼 |
| Bull Street Advisors, LLC | 8,229 | $70.3 萬 | 0.36% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 8,262 | $70.6 萬 | 0.50% | +562+7.3% | 加碼 |
| TRUE Private Wealth Advisors | 8,328 | $71.1 萬 | 0.11% | +7+0.1% | 加碼 |
| Private Trust Co NA | 8,329 | $71.1 萬 | 0.09% | −3,639−30.4% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 8,350 | $71.3 萬 | 0.40% | +300+3.7% | 加碼 |
| Qtron Investments LLC | 8,355 | $71.4 萬 | 0.14% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 8,373 | $71.5 萬 | 0.03% | −1,395−14.3% | 減碼 |
| Good Life Advisors, LLC | 8,413 | $71.8 萬 | 0.08% | −170−2.0% | 減碼 |
| Corsair Capital Management, L.P. | 8,416 | $71.9 萬 | 0.24% | −40.0% | 減碼 |
| IHT Wealth Management, LLC | 8,419 | $71.9 萬 | 0.04% | +69+0.8% | 加碼 |
| Shulman DeMeo Asset Management LLC | 8,425 | $72.0 萬 | 0.22% | −179−2.1% | 減碼 |
| Penserra Capital Management LLC | 8,460 | $72.1 萬 | 0.01% | +8,368+9,095.7% | 加碼 |
| New Vernon Investment Management LLC | 8,550 | $73.0 萬 | 1.18% | 00.0% | 不變 |
| E&G Advisors, LP | 8,709 | $74.4 萬 | 0.26% | 00.0% | 不變 |
| DF Dent & Co Inc | 8,711 | $74.4 萬 | 0.01% | −16−0.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 8,727 | $74.5 萬 | 0.00% | −272−3.0% | 減碼 |
| Marino, Stram & Associates LLC | 8,735 | $74.6 萬 | 0.21% | +2,147+32.6% | 加碼 |
| Portside Wealth Group, LLC | 8,742 | $74.7 萬 | 0.14% | +8,742 | 新進 |
| First Foundation Advisors | 8,795 | $75.1 萬 | 0.03% | +422+5.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,821 | $75.3 萬 | 0.03% | +448+5.4% | 加碼 |
| Sage Rhino Capital LLC | 8,908 | $76.1 萬 | 0.21% | −784−8.1% | 減碼 |
| Hartford Funds Management Co LLC | 8,965 | $76.6 萬 | 0.08% | +1,176+15.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,996 | $76.8 萬 | 0.12% | −106−1.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,051 | $77.3 萬 | 0.08% | +231+2.6% | 加碼 |
| Fort Point Capital Partners LLC | 9,077 | $77.5 萬 | 0.12% | +63+0.7% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,000 | $77.7 萬 | 0.17% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 9,112 | $77.8 萬 | 0.33% | +9+0.1% | 加碼 |
| Sentry Investment Management LLC | 9,170 | $78.3 萬 | 0.30% | +5,592+156.3% | 加碼 |
| Resurgent Financial Advisors LLC | 9,189 | $78.5 萬 | 0.52% | +563+6.5% | 加碼 |
| Brighton Jones LLC | 9,191 | $78.5 萬 | 0.04% | +222+2.5% | 加碼 |
| First Citizens Financial Corp | 9,208 | $78.6 萬 | 0.53% | +9,208 | 新進 |
| Lokken Investment Group LLC | 9,240 | $78.9 萬 | 0.51% | +1,644+21.6% | 加碼 |
| W Advisors, LLC | 9,247 | $79.0 萬 | 0.62% | +20+0.2% | 加碼 |
| Schechter Investment Advisors, LLC | 9,333 | $79.7 萬 | 0.07% | −1,241−11.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,406 | $80.3 萬 | 0.23% | −26−0.3% | 減碼 |
| Twin Capital Management Inc | 9,407 | $80.3 萬 | 0.10% | −74−0.8% | 減碼 |
| Parcion Private Wealth LLC | 9,468 | $80.9 萬 | 0.08% | −43−0.5% | 減碼 |
| Charles Carroll Financial Partners, LLC | 9,528 | $81.4 萬 | 1.04% | −1,700−15.1% | 減碼 |
| Proficio Capital Partners LLC | 9,557 | $81.6 萬 | 0.11% | −598−5.9% | 減碼 |
| Ergoteles LLC | 9,574 | $81.8 萬 | 0.04% | +9,574 | 新進 |
| Amica Retiree Medical Trust | 9,577 | $81.8 萬 | 0.91% | +1,010+11.8% | 加碼 |
| McDonald Partners LLC | 9,695 | $82.8 萬 | 0.25% | −1,056−9.8% | 減碼 |
| Hamilton Capital, LLC | 9,721 | $83.0 萬 | 0.06% | +1,078+12.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 9,742 | $83.2 萬 | 0.03% | −175−1.8% | 減碼 |
| Blueshift Asset Management, LLC | 9,797 | $83.7 萬 | 0.32% | +1,812+22.7% | 加碼 |
| Northeast Financial Consultants Inc | 9,840 | $84.0 萬 | 0.05% | −1,821−15.6% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 9,791 | $84.6 萬 | 0.45% | +278+2.9% | 加碼 |
| Mork Capital Management, LLC | 9,930 | $84.8 萬 | 0.65% | 00.0% | 不變 |
| Foster Dykema Cabot & Co Inc | 9,939 | $84.9 萬 | 0.10% | +9,939 | 新進 |
| Dynamic Advisor Solutions LLC | 9,942 | $84.9 萬 | 0.04% | +2,744+38.1% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $85.4 萬 | 0.01% | 00.0% | 不變 |
| Pacific Global Investment Management CO | 10,052 | $85.8 萬 | 0.18% | −971−8.8% | 減碼 |
| Magnus Financial Group LLC | 10,070 | $86.0 萬 | 0.12% | −151−1.5% | 減碼 |
| Alera Investment Advisors, LLC | 10,090 | $86.2 萬 | 0.19% | +420+4.3% | 加碼 |
| Calamos Wealth Management LLC | 10,110 | $86.3 萬 | 0.06% | +121+1.2% | 加碼 |
| First Horizon Advisors, Inc. | 10,136 | $86.6 萬 | 0.03% | −611−5.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 10,141 | $86.6 萬 | 0.09% | +2,224+28.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 10,159 | $86.8 萬 | 0.01% | +44+0.4% | 加碼 |
| Red Cedar Investment Management, LLC | 10,201 | $87.1 萬 | 0.13% | −6,538−39.1% | 減碼 |
| Marathon Trading Investment Management LLC | 10,284 | $87.8 萬 | 0.55% | +2,670+35.1% | 加碼 |
| DRW Securities, LLC | 10,307 | $88.0 萬 | 0.07% | +6,444+166.8% | 加碼 |
| Moors & Cabot, Inc. | 10,330 | $88.2 萬 | 0.06% | +871+9.2% | 加碼 |