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 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 75,883 | $648.0 萬 | 0.58% | +831+1.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 75,356 | $643.5 萬 | 0.03% | −290,147−79.4% | 減碼 |
| Atria Investments LLC | 75,055 | $641.0 萬 | 0.12% | −1,400−1.8% | 減碼 |
| Viking Fund Management LLC | 75,000 | $640.5 萬 | 1.21% | +10,000+15.4% | 加碼 |
| Sit Investment Associates Inc | 74,840 | $639.1 萬 | 0.17% | −4,505−5.7% | 減碼 |
| Cetera Advisor Networks LLC | 78,681 | $639.0 萬 | 0.04% | +2,413+3.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 74,729 | $638.2 萬 | 2.86% | +1,227+1.7% | 加碼 |
| Lyell Wealth Management, LP | 74,534 | $636.5 萬 | 0.81% | +4,411+6.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 74,414 | $635.5 萬 | 0.01% | −117,630−61.3% | 減碼 |
| Scotia Capital Inc. | 73,939 | $631.4 萬 | 0.04% | −1,331−1.8% | 減碼 |
| Avitas Wealth Management LLC | 73,717 | $629.5 萬 | 1.14% | +722+1.0% | 加碼 |
| Advocate Group LLC | 73,419 | $627.0 萬 | 1.38% | +1,895+2.6% | 加碼 |
| Montag A & Associates Inc | 72,855 | $622.2 萬 | 0.38% | −340.0% | 減碼 |
| Andra AP-fonden | 72,511 | $619.2 萬 | 0.16% | +14,600+25.2% | 加碼 |
| Stephens Inc | 72,248 | $617.0 萬 | 0.11% | +21,251+41.7% | 加碼 |
| Oliver Luxxe Assets LLC | 72,140 | $616.1 萬 | 1.54% | −353−0.5% | 減碼 |
| Baugh & Associates, LLC | 71,679 | $612.1 萬 | 3.69% | +1,583+2.3% | 加碼 |
| Banque Pictet & Cie SA | 71,563 | $611.1 萬 | 0.05% | −1,378−1.9% | 減碼 |
| Cyrus J. Lawrence, LLC | 71,205 | $608.0 萬 | 1.75% | +349+0.5% | 加碼 |
| Stonegate Investment Group, LLC | 71,104 | $607.2 萬 | 0.22% | −672−0.9% | 減碼 |
| Ballentine Partners, LLC | 70,616 | $603.1 萬 | 0.14% | −2,791−3.8% | 減碼 |
| Integrated Advisors Network LLC | 69,814 | $596.2 萬 | 0.34% | −5,230−7.0% | 減碼 |
| German American Bancorp, Inc. | 67,874 | $579.6 萬 | 0.82% | +181+0.3% | 加碼 |
| Coronation Fund Managers Ltd. | 67,642 | $577.7 萬 | 0.16% | −3,871−5.4% | 減碼 |
| Principal Street Partners, LLC | 66,611 | $568.9 萬 | 1.35% | −3,979−5.6% | 減碼 |
| Baxter Bros Inc | 65,584 | $560.1 萬 | 0.83% | −294−0.4% | 減碼 |
| Wolverine Asset Management LLC | 64,788 | $553.3 萬 | 0.10% | +64,788 | 新進 |
| Hudson Valley Investment Advisors Inc | 64,656 | $552.2 萬 | 0.75% | +6,442+11.1% | 加碼 |
| Advisor Partners II, LLC | 64,205 | $548.2 萬 | 0.26% | +1,866+3.0% | 加碼 |
| Iowa State Bank | 64,059 | $547.1 萬 | 1.37% | −1,860−2.8% | 減碼 |
| Northern Oak Wealth Management Inc | 64,002 | $546.6 萬 | 0.65% | −4,917−7.1% | 減碼 |
| Avantax Advisory Services, Inc. | 63,726 | $544.2 萬 | 0.06% | +6,567+11.5% | 加碼 |
| PEAK6 Investments LLC | 63,544 | $542.7 萬 | 0.46% | +2,712+4.5% | 加碼 |
| New Mexico Educational Retirement Board | 63,510 | $542.4 萬 | 0.24% | +2,500+4.1% | 加碼 |
| Signet Financial Management, LLC | 63,359 | $541.1 萬 | 0.86% | −248−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 63,119 | $539.0 萬 | 0.09% | +56,047+792.5% | 加碼 |
| D L Carlson Investment Group Inc | 62,905 | $537.2 萬 | 1.03% | +910+1.5% | 加碼 |
| Becker Capital Management Inc | 62,543 | $534.1 萬 | 0.20% | +12,811+25.8% | 加碼 |
| Lido Advisors, LLC | 61,553 | $525.7 萬 | 0.06% | +8,125+15.2% | 加碼 |
| Illinois Municipal Retirement Fund | 61,276 | $523.3 萬 | 0.11% | −35,103−36.4% | 減碼 |
| Assenagon Asset Management S.A. | 61,012 | $521.0 萬 | 0.02% | +4,068+7.1% | 加碼 |
| Bernzott Capital Advisors | 60,545 | $517.1 萬 | 1.12% | −1,179−1.9% | 減碼 |
| Albion Financial Group | 60,500 | $516.7 萬 | 0.45% | +4,880+8.8% | 加碼 |
| Banque Cantonale Vaudoise | 60,435 | $516.2 萬 | 0.24% | −35,600−37.1% | 減碼 |
| iA Global Asset Management Inc. | 59,530 | $508.4 萬 | 0.13% | +59,530 | 新進 |
| Coldstream Capital Management Inc | 59,480 | $508.0 萬 | 0.16% | −1,030−1.7% | 減碼 |
| CBOE Vest Financial, LLC | 59,292 | $506.8 萬 | 0.47% | +43,259+269.8% | 加碼 |
| Aureus Asset Management, LLC | 59,198 | $505.6 萬 | 0.38% | +1,481+2.6% | 加碼 |
| Old Second National Bank of Aurora | 58,721 | $501.5 萬 | 1.45% | −673−1.1% | 減碼 |
| Glenview Trust Co | 58,668 | $501.0 萬 | 0.14% | −133−0.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 58,472 | $499.4 萬 | 0.12% | +6,664+12.9% | 加碼 |
| Cito Capital Group, LLC | 57,905 | $494.5 萬 | 2.27% | 00.0% | 不變 |
| Meyer Handelman Co | 57,806 | $493.7 萬 | 0.20% | −3,300−5.4% | 減碼 |
| Heritage Trust Co | 57,605 | $491.9 萬 | 0.72% | +532+0.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 57,526 | $491.3 萬 | 0.18% | −170,182−74.7% | 減碼 |
| YHB Investment Advisors, Inc. | 57,504 | $491.1 萬 | 0.46% | −14,107−19.7% | 減碼 |
| Kestra Advisory Services, LLC | 57,041 | $487.1 萬 | 0.05% | −1,997−3.4% | 減碼 |
| Geller Advisors LLC | 56,932 | $486.2 萬 | 0.61% | +51,578+963.4% | 加碼 |
| TownSquare Capital, LLC | 56,923 | $486.1 萬 | 0.09% | +7,859+16.0% | 加碼 |
| Metropolitan Life Insurance Co | 56,769 | $484.8 萬 | 0.24% | −1,667−2.9% | 減碼 |
| Sandy Cove Advisors, LLC | 56,731 | $484.5 萬 | 2.76% | −5,997−9.6% | 減碼 |
| Donaldson Capital Management, LLC | 56,260 | $480.5 萬 | 0.22% | −628−1.1% | 減碼 |
| Private Wealth Partners, LLC | 56,099 | $479.1 萬 | 0.44% | +3,309+6.3% | 加碼 |
| Federated Hermes, Inc. | 56,084 | $479.0 萬 | 0.01% | +7,621+15.7% | 加碼 |
| Providence Capital Advisors, LLC | 55,900 | $477.4 萬 | 1.21% | +9,100+19.4% | 加碼 |
| Foundations Investment Advisors, LLC | 54,892 | $468.8 萬 | 0.16% | +10,905+24.8% | 加碼 |
| Elk River Wealth Management, LLC | 54,812 | $468.1 萬 | 1.00% | −2,277−4.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 54,179 | $462.7 萬 | 0.05% | +19,986+58.5% | 加碼 |
| CMT Capital Markets Trading GmbH | 53,500 | $456.9 萬 | 1.89% | +53,500 | 新進 |
| CX Institutional | 53,481 | $456.7 萬 | 0.24% | +14,096+35.8% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 53,297 | $455.2 萬 | 1.71% | −340−0.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 52,944 | $452.1 萬 | 0.15% | +27,660+109.4% | 加碼 |
| Institutional & Family Asset Management, LLC | 51,996 | $444.0 萬 | 0.72% | −270−0.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 51,953 | $443.7 萬 | 0.17% | −13,407−20.5% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $440.7 萬 | 0.79% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 51,293 | $438.0 萬 | 0.32% | +23,169+82.4% | 加碼 |
| Canandaigua National Bank & Trust Co | 51,067 | $436.1 萬 | 0.71% | −1,097−2.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 50,829 | $434.1 萬 | 1.40% | +585+1.2% | 加碼 |
| Highland Capital Management, LLC | 50,582 | $432.0 萬 | 0.28% | +330+0.7% | 加碼 |
| DuPont Capital Management Corp | 50,032 | $427.3 萬 | 0.21% | +7,115+16.6% | 加碼 |
| Metis Global Partners, LLC | 49,308 | $421.1 萬 | 0.23% | +625+1.3% | 加碼 |
| First Hawaiian Bank | 49,249 | $420.6 萬 | 0.14% | −673−1.3% | 減碼 |
| First Manhattan Co | 49,169 | $419.9 萬 | 0.02% | +2,248+4.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 48,618 | $415.2 萬 | 0.75% | +540+1.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 48,465 | $413.9 萬 | 0.51% | −2,968−5.8% | 減碼 |
| Nomura Holdings Inc | 48,306 | $412.5 萬 | 0.04% | +41,474+607.1% | 加碼 |
| Clear Street LLC | 47,900 | $409.1 萬 | 0.10% | +47,900 | 新進 |
| Greystone Financial Group, LLC | 47,754 | $407.8 萬 | 0.95% | +47,754 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 46,763 | $399.4 萬 | 0.30% | +275+0.6% | 加碼 |
| IMC-Chicago, LLC | 46,660 | $398.5 萬 | 0.13% | +46,660 | 新進 |
| Pathstone Family Office, LLC | 45,937 | $393.6 萬 | 0.06% | −15,785−25.6% | 減碼 |
| Jackson Wealth Management, LLC | 46,082 | $393.5 萬 | 0.58% | +46,082 | 新進 |
| Central Trust Co | 45,715 | $390.4 萬 | 0.11% | −5,703−11.1% | 減碼 |
| Simon Quick Advisors, LLC | 45,637 | $389.7 萬 | 0.36% | +30+0.1% | 加碼 |
| Massmutual Trust Co FSB | 45,508 | $388.6 萬 | 0.14% | −1,260−2.7% | 減碼 |
| RNC Capital Management LLC | 45,334 | $387.2 萬 | 0.21% | −4,087−8.3% | 減碼 |
| Level Four Advisory Services, LLC | 45,262 | $386.5 萬 | 0.23% | +1,685+3.9% | 加碼 |
| Natixis | 44,993 | $384.2 萬 | 0.03% | −39,246−46.6% | 減碼 |
| SkyOak Wealth, LLC | 44,544 | $380.4 萬 | 1.07% | −935−2.1% | 減碼 |
| Joel Isaacson & Co., LLC | 44,388 | $379.1 萬 | 0.25% | +36+0.1% | 加碼 |