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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 10,407 | $88.9 萬 | 0.02% | −571−5.2% | 減碼 |
| Beacon Financial Group | 10,463 | $89.2 萬 | 0.12% | −872−7.7% | 減碼 |
| Capital Asset Advisory Services LLC | 10,402 | $89.2 萬 | 0.06% | +947+10.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 10,469 | $89.4 萬 | 0.52% | +40+0.4% | 加碼 |
| Belpointe Asset Management LLC | 10,476 | $89.5 萬 | 0.09% | −10,986−51.2% | 減碼 |
| Asset Dedication, LLC | 10,629 | $90.4 萬 | 0.08% | −1,154−9.8% | 減碼 |
| NCM Capital Management, LLC | 10,611 | $90.6 萬 | 0.63% | +16+0.2% | 加碼 |
| Venturi Wealth Management, LLC | 10,696 | $91.3 萬 | 0.07% | +963+9.9% | 加碼 |
| Triangle Securities Wealth Management | 10,703 | $91.4 萬 | 0.31% | −287−2.6% | 減碼 |
| Vanguard Capital Wealth Advisors | 10,719 | $91.5 萬 | 0.83% | −85−0.8% | 減碼 |
| Columbia Trust Co 01012016 | 10,743 | $91.7 萬 | 0.52% | +203+1.9% | 加碼 |
| Washington Trust Co | 10,775 | $92.0 萬 | 0.04% | 00.0% | 不變 |
| Worm Capital, LLC | 10,844 | $92.6 萬 | 0.81% | +10,844 | 新進 |
| Compton Wealth Advisory Group, LLC | 10,860 | $92.7 萬 | 0.31% | +147+1.4% | 加碼 |
| Legacy Bridge, LLC | 10,898 | $93.1 萬 | 0.62% | +625+6.1% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 10,971 | $93.7 萬 | 0.10% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 10,979 | $93.8 萬 | 0.60% | +6,267+133.0% | 加碼 |
| Dakota Wealth Management | 11,018 | $94.1 萬 | 0.04% | −3,375−23.4% | 減碼 |
| Washburn Capital Management, Inc. | 11,116 | $94.9 萬 | 0.79% | −2,175−16.4% | 減碼 |
| Parsons Capital Management Inc | 11,191 | $95.6 萬 | 0.07% | +940+9.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,251 | $96.1 萬 | 0.07% | −824−6.8% | 減碼 |
| Rossmore Private Capital | 11,264 | $96.2 萬 | 0.14% | +5,200+85.8% | 加碼 |
| GFG Capital, LLC | 11,303 | $96.5 萬 | 0.18% | −16−0.1% | 減碼 |
| Kesler, Norman & Wride, LLC | 11,346 | $96.9 萬 | 0.23% | −203−1.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 11,365 | $97.1 萬 | 0.11% | −434−3.7% | 減碼 |
| Ar Asset Management Inc | 11,400 | $97.4 萬 | 0.26% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 11,410 | $97.4 萬 | 0.08% | −616−5.1% | 減碼 |
| FourThought Financial Partners, LLC | 11,415 | $97.5 萬 | 0.13% | −625−5.2% | 減碼 |
| Central Bank & Trust Co | 11,426 | $97.6 萬 | 0.17% | −55−0.5% | 減碼 |
| StoneX Group Inc. | 11,455 | $97.8 萬 | 0.10% | +457+4.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 11,503 | $98.2 萬 | 0.10% | +214+1.9% | 加碼 |
| Resources Investment Advisors, LLC. | 11,519 | $98.4 萬 | 0.02% | −377−3.2% | 減碼 |
| InterOcean Capital Group, LLC | 11,533 | $98.5 萬 | 0.03% | −2,682−18.9% | 減碼 |
| Lansing Street Advisors | 11,604 | $99.1 萬 | 0.57% | +108+0.9% | 加碼 |
| Trust Co of Vermont | 11,606 | $99.1 萬 | 0.06% | +843+7.8% | 加碼 |
| Gibraltar Capital Management, Inc. | 11,607 | $99.1 萬 | 0.44% | −53,231−82.1% | 減碼 |
| Harbor Investment Advisory, LLC | 11,609 | $99.1 萬 | 0.14% | −192−1.6% | 減碼 |
| Wintrust Investments LLC | 11,613 | $99.2 萬 | 0.10% | −789−6.4% | 減碼 |
| Principle Wealth Partners LLC | 11,625 | $99.3 萬 | 0.10% | −940−7.5% | 減碼 |
| Quent Capital, LLC | 11,639 | $99.4 萬 | 0.16% | −158−1.3% | 減碼 |
| Simplex Trading, LLC | 11,678 | $99.7 萬 | 0.04% | +11,678 | 新進 |
| Mather Group, LLC. | 11,717 | $100.1 萬 | 0.02% | −215−1.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 11,721 | $100.1 萬 | 0.22% | +43+0.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 11,790 | $100.7 萬 | 0.10% | −169−1.4% | 減碼 |
| Berkshire Asset Management LLC | 11,843 | $101.1 萬 | 0.06% | −33−0.3% | 減碼 |
| Wedmont Private Capital | 11,802 | $101.2 萬 | 0.11% | +902+8.3% | 加碼 |
| Delta Asset Management LLC | 11,927 | $101.9 萬 | 0.10% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 11,927 | $101.9 萬 | 0.03% | +5,966+100.1% | 加碼 |
| Verdence Capital Advisors LLC | 11,934 | $101.9 萬 | 0.12% | +163+1.4% | 加碼 |
| Ostrum Asset Management | 11,935 | $101.9 萬 | 0.09% | +35+0.3% | 加碼 |
| Spire Wealth Management | 11,939 | $102.0 萬 | 0.04% | −2,438−17.0% | 減碼 |
| Buckley Wealth Management, LLC | 11,945 | $102.0 萬 | 0.35% | +1,151+10.7% | 加碼 |
| WCG Wealth Advisors LLC | 12,066 | $103.0 萬 | 0.12% | +81+0.7% | 加碼 |
| Haverford Trust Co | 12,105 | $103.4 萬 | 0.01% | +791+7.0% | 加碼 |
| Neville Rodie & Shaw Inc | 12,126 | $103.5 萬 | 0.09% | −3,529−22.5% | 減碼 |
| Davenport & Co LLC | 12,135 | $103.6 萬 | 0.01% | +1,036+9.3% | 加碼 |
| EP Wealth Advisors, LLC | 4,197 | $104.0 萬 | 0.02% | −1,824−30.3% | 減碼 |
| Viewpoint Capital Management LLC | 12,215 | $104.3 萬 | 0.81% | 00.0% | 不變 |
| Donald L. Hagan, LLC | 12,237 | $104.5 萬 | 0.59% | −511−4.0% | 減碼 |
| Perpetual Ltd | 12,251 | $104.6 萬 | 0.01% | −61−0.5% | 減碼 |
| DFPG Investments, LLC | 11,253 | $104.8 萬 | 0.09% | +2,264+25.2% | 加碼 |
| Abbrea Capital, LLC | 12,484 | $106.6 萬 | 0.16% | −29−0.2% | 減碼 |
| Summit Trail Advisors, LLC | 12,511 | $106.8 萬 | 0.04% | +3,020+31.8% | 加碼 |
| AFS Financial Group, LLC | 12,540 | $107.1 萬 | 0.69% | +2,725+27.8% | 加碼 |
| First National Trust Co | 12,556 | $107.2 萬 | 0.05% | +24+0.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 12,561 | $107.3 萬 | 0.07% | +3,208+34.3% | 加碼 |
| Transamerica Financial Advisors, Inc. | 12,600 | $107.6 萬 | 0.14% | +226+1.8% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $107.6 萬 | 0.39% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 12,620 | $107.8 萬 | 0.08% | +125+1.0% | 加碼 |
| Zullo Investment Group, Inc. | 12,632 | $107.9 萬 | 0.62% | −985−7.2% | 減碼 |
| Panagora Asset Management Inc | 12,716 | $108.6 萬 | 0.01% | −94,358−88.1% | 減碼 |
| Harbour Capital Advisors, LLC | 12,570 | $108.6 萬 | 0.32% | +145+1.2% | 加碼 |
| Cape Ann Savings Bank | 12,720 | $108.6 萬 | 0.72% | +640+5.3% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $109.5 萬 | 0.32% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 0 | $109.7 萬 | 0.06% | −12,397−100.0% | 減碼 |
| Wealthspire Advisors, LLC | 12,859 | $109.8 萬 | 0.02% | +134+1.1% | 加碼 |
| TLWM | 12,921 | $110.3 萬 | 0.32% | +163+1.3% | 加碼 |
| Insigneo Advisory Services, LLC | 12,957 | $110.7 萬 | 0.21% | +10,299+387.5% | 加碼 |
| Laurion Capital Management LP | 12,985 | $110.9 萬 | 0.05% | −441,526−97.1% | 減碼 |
| Brookstone Capital Management | 13,322 | $111.1 萬 | 0.02% | +3,103+30.4% | 加碼 |
| Pekin Hardy Strauss, Inc. | 13,035 | $111.3 萬 | 0.17% | +300+2.4% | 加碼 |
| AMG National Trust Bank | 13,079 | $111.7 萬 | 0.04% | +519+4.1% | 加碼 |
| Investors Research Corp | 13,266 | $113.3 萬 | 0.29% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 13,310 | $113.7 萬 | 0.41% | +451+3.5% | 加碼 |
| Long Run Wealth Advisors, LLC | 13,323 | $113.8 萬 | 0.36% | −2,145−13.9% | 減碼 |
| Financial Counselors Inc | 13,333 | $113.9 萬 | 0.02% | −1,238−8.5% | 減碼 |
| South State Corp. | 13,373 | $114.2 萬 | 0.10% | −440−3.2% | 減碼 |
| Excalibur Management Corp | 13,378 | $114.2 萬 | 0.58% | 00.0% | 不變 |
| PFG Investments, LLC | 13,489 | $115.2 萬 | 0.21% | +1,792+15.3% | 加碼 |
| Systematic Financial Management LP | 13,500 | $115.3 萬 | 0.04% | 00.0% | 不變 |
| Allworth Financial LP | 13,549 | $115.7 萬 | 0.01% | +2,245+19.9% | 加碼 |
| Nilsine Partners, LLC | 13,782 | $117.7 萬 | 0.17% | +473+3.6% | 加碼 |
| Essex Investment Management Co LLC | 13,886 | $118.6 萬 | 0.17% | −324−2.3% | 減碼 |
| LGT Fund Management Co Ltd. | 13,890 | $118.6 萬 | 0.55% | −3,250−19.0% | 減碼 |
| S&CO Inc | 13,915 | $118.8 萬 | 0.10% | 00.0% | 不變 |
| Whittier Trust Co | 13,912 | $118.8 萬 | 0.02% | +319+2.3% | 加碼 |
| Golden State Equity Partners | 13,956 | $119.2 萬 | 0.34% | +3,581+34.5% | 加碼 |
| Berkeley Capital Partners, LLC | 13,966 | $119.3 萬 | 0.42% | +2,604+22.9% | 加碼 |
| Meridian Wealth Management, LLC | 14,237 | $121.6 萬 | 0.10% | +30+0.2% | 加碼 |
| Seven Eight Capital, LP | 14,443 | $123.3 萬 | 0.20% | +14,443 | 新進 |