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 |
|---|---|---|---|---|---|
| Evexia Wealth LLC | 40,140 | $379.0 萬 | 1.82% | +1,478+3.8% | 加碼 |
| Lincoln National Corp | 44,657 | $378.5 萬 | 0.07% | +3,474+8.4% | 加碼 |
| Investment Management Corp of Ontario | 44,266 | $378.0 萬 | 0.16% | +7,787+21.3% | 加碼 |
| Tradewinds, LLC. | 44,127 | $376.8 萬 | 2.22% | +1,731+4.1% | 加碼 |
| Vestor Capital, LLC | 43,898 | $374.9 萬 | 0.40% | −251−0.6% | 減碼 |
| Adell Harriman & Carpenter Inc | 43,099 | $372.4 萬 | 0.38% | +1,670+4.0% | 加碼 |
| Jupiter Wealth Management LLC | 43,601 | $372.4 萬 | 3.20% | +101+0.2% | 加碼 |
| APG Asset Management N.V. | 47,194 | $369.4 萬 | 0.01% | −3,200−6.3% | 減碼 |
| Cipher Capital LP | 43,069 | $367.8 萬 | 0.63% | +43,069 | 新進 |
| Empirical Finance, LLC | 42,912 | $366.5 萬 | 0.28% | +4,344+11.3% | 加碼 |
| Parallel Advisors, LLC | 42,813 | $365.6 萬 | 0.12% | +395+0.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 42,767 | $365.2 萬 | 0.47% | −46−0.1% | 減碼 |
| Huntington National Bank | 42,475 | $362.7 萬 | 0.03% | +857+2.1% | 加碼 |
| Lazard Asset Management LLC | 42,204 | $360.3 萬 | 0.00% | −26,452−38.5% | 減碼 |
| Cypress Financial Planning LLC | 41,517 | $358.7 萬 | 2.06% | −121−0.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 41,654 | $355.7 萬 | 0.14% | −2,558−5.8% | 減碼 |
| KCS Wealth Advisory | 41,547 | $354.8 萬 | 1.23% | +400+1.0% | 加碼 |
| Linscomb & Williams, Inc. | 41,414 | $353.7 萬 | 0.19% | +613+1.5% | 加碼 |
| Stock Yards Bank & Trust Co | 41,409 | $353.6 萬 | 0.13% | −176−0.4% | 減碼 |
| Roanoke Asset Management Corp | 41,313 | $352.8 萬 | 1.40% | 00.0% | 不變 |
| Veritable, L.P. | 41,301 | $352.7 萬 | 0.06% | +476+1.2% | 加碼 |
| Summit Financial, LLC | 41,261 | $352.4 萬 | 0.26% | +27,634+202.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 41,092 | $350.9 萬 | 0.09% | +22+0.1% | 加碼 |
| Sigma Planning Corp | 41,004 | $350.2 萬 | 0.13% | −5,098−11.1% | 減碼 |
| Carroll Investors, Inc | 40,570 | $346.4 萬 | 2.60% | +1,899+4.9% | 加碼 |
| Independent Advisor Alliance | 40,251 | $343.7 萬 | 0.15% | +5,763+16.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 40,183 | $343.2 萬 | 0.05% | −1,660−4.0% | 減碼 |
| Asio Capital, LLC | 39,697 | $339.0 萬 | 0.83% | +171+0.4% | 加碼 |
| Eisler Capital (UK) Ltd. | 39,107 | $334.0 萬 | 0.36% | −523,629−93.1% | 減碼 |
| Engineers Gate Manager LP | 38,779 | $331.2 萬 | 0.13% | +24,761+176.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 38,758 | $331.0 萬 | 0.05% | +307+0.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 38,715 | $330.6 萬 | 0.05% | −5,525−12.5% | 減碼 |
| GQG Partners LLC | 38,519 | $329.0 萬 | 0.01% | +38,519 | 新進 |
| Moody National Bank Trust Division | 38,412 | $328.0 萬 | 0.22% | +345+0.9% | 加碼 |
| Loomis Sayles & Co L P | 38,404 | $327.9 萬 | 0.01% | −2,187−5.4% | 減碼 |
| Wolverine Trading, LLC | 38,345 | $326.9 萬 | 0.04% | +27,854+265.5% | 加碼 |
| First National Bank of Omaha | 38,057 | $325.0 萬 | 0.19% | −12,011−24.0% | 減碼 |
| United Fire Group Inc | 38,000 | $324.5 萬 | 2.50% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 38,000 | $324.5 萬 | 0.05% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 37,983 | $324.4 萬 | 0.89% | +783+2.1% | 加碼 |
| K.J. Harrison & Partners Inc | 38,066 | $323.9 萬 | 0.59% | +8,336+28.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 37,880 | $323.5 萬 | 0.04% | −13,894−26.8% | 減碼 |
| HB Wealth Management, LLC | 37,623 | $321.3 萬 | 0.05% | −1,157−3.0% | 減碼 |
| Raymond James Trust N.A. | 37,492 | $320.2 萬 | 0.09% | +1,035+2.8% | 加碼 |
| Dana Investment Advisors, Inc. | 37,484 | $320.1 萬 | 0.16% | −2,144−5.4% | 減碼 |
| Patten & Patten Inc | 37,292 | $318.5 萬 | 0.26% | +938+2.6% | 加碼 |
| Aspen Grove Capital, LLC | 37,000 | $316.0 萬 | 1.02% | +1,075+3.0% | 加碼 |
| Meritage Portfolio Management | 36,744 | $313.8 萬 | 0.22% | +1,879+5.4% | 加碼 |
| Lincluden Management Ltd | 36,601 | $312.6 萬 | 0.36% | +36+0.1% | 加碼 |
| Wetherby Asset Management Inc | 36,587 | $312.5 萬 | 0.17% | −911−2.4% | 減碼 |
| Sculati Wealth Management, LLC | 36,562 | $312.2 萬 | 1.57% | −430−1.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 36,471 | $311.5 萬 | 0.18% | +5,811+19.0% | 加碼 |
| Greenleaf Trust | 36,056 | $307.9 萬 | 0.03% | −3,000−7.7% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $307.8 萬 | 0.50% | 00.0% | 不變 |
| Quantinno Capital Management LP | 35,917 | $306.7 萬 | 0.18% | +4,202+13.2% | 加碼 |
| Siemens Fonds Invest GmbH | 36,070 | $306.5 萬 | 0.30% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 35,543 | $303.5 萬 | 0.06% | −1,456−3.9% | 減碼 |
| Cunning Capital Partners, LP | 0 | $303.0 萬 | 1.92% | −19,870−100.0% | 減碼 |
| Wright Investors Service Inc | 35,251 | $301.0 萬 | 0.85% | −3,216−8.4% | 減碼 |
| Lake Street Advisors Group, LLC | 35,211 | $300.7 萬 | 0.17% | +17,350+97.1% | 加碼 |
| Xcel Wealth Management, LLC | 35,160 | $300.3 萬 | 0.95% | +950+2.8% | 加碼 |
| TCG Advisory Services, LLC | 34,645 | $295.9 萬 | 0.50% | +3,188+10.1% | 加碼 |
| Burney Co | 34,473 | $294.4 萬 | 0.13% | −82,685−70.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 34,355 | $293.4 萬 | 0.03% | −3,045−8.1% | 減碼 |
| Everence Capital Management Inc | 35,391 | $289.4 萬 | 0.24% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 33,796 | $288.6 萬 | 0.05% | +28,125+495.9% | 加碼 |
| Bartlett & Co. LLC | 33,796 | $288.6 萬 | 0.05% | +28,125+495.9% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 33,608 | $287.0 萬 | 2.51% | −400−1.2% | 減碼 |
| Community Trust & Investment Co | 32,978 | $281.6 萬 | 0.23% | +1,850+5.9% | 加碼 |
| City Holding Co | 32,628 | $278.6 萬 | 0.48% | +430+1.3% | 加碼 |
| Comerica Securities,inc. | 32,590 | $278.3 萬 | 0.19% | −1,441−4.2% | 減碼 |
| Geneos Wealth Management Inc. | 32,547 | $277.9 萬 | 0.15% | +1,691+5.5% | 加碼 |
| Occidental Asset Management, LLC | 32,515 | $277.7 萬 | 0.63% | +1,221+3.9% | 加碼 |
| United Services Automobile Association | 32,408 | $276.8 萬 | 0.08% | +296+0.9% | 加碼 |
| Integrated Wealth Concepts LLC | 32,307 | $275.9 萬 | 0.05% | +10,098+45.5% | 加碼 |
| Ritholtz Wealth Management | 32,305 | $275.9 萬 | 0.12% | +3,387+11.7% | 加碼 |
| Greenwood Capital Associates LLC | 32,105 | $274.2 萬 | 0.38% | +32,105 | 新進 |
| Ossiam | 32,093 | $274.1 萬 | 0.05% | −124,141−79.5% | 減碼 |
| BOK Financial Private Wealth, Inc. | 31,950 | $272.9 萬 | 0.22% | −3,775−10.6% | 減碼 |
| KCM Investment Advisors LLC | 31,795 | $271.5 萬 | 0.11% | −1,631−4.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 31,554 | $269.5 萬 | 0.07% | +575+1.9% | 加碼 |
| Van Eck Associates Corp | 31,472 | $268.8 萬 | 0.01% | −184−0.6% | 減碼 |
| Transcend Wealth Collective, LLC | 31,068 | $265.3 萬 | 0.25% | −3,995−11.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 30,761 | $262.7 萬 | 0.34% | +2,054+7.2% | 加碼 |
| Hoey Investments, Inc | 30,498 | $260.5 萬 | 0.86% | −1,463−4.6% | 減碼 |
| Connectus Wealth, LLC | 30,456 | $260.1 萬 | 0.06% | −44,195−59.2% | 減碼 |
| Palisade Asset Management, LLC | 30,363 | $259.3 萬 | 0.30% | +561+1.9% | 加碼 |
| Vinva Investment Management Ltd | 30,298 | $258.3 萬 | 0.23% | −9,742−24.3% | 減碼 |
| Mach-1 Financial Group, Inc. | 30,170 | $257.7 萬 | 1.03% | +25,606+561.0% | 加碼 |
| Carret Asset Management, LLC | 30,026 | $256.4 萬 | 0.34% | +897+3.1% | 加碼 |
| Gifford Fong Associates | 30,000 | $256.2 萬 | 0.60% | 00.0% | 不變 |
| Crestline Management, LP | 30,000 | $256.2 萬 | 0.28% | +10,000+50.0% | 加碼 |
| Jefferies Financial Group Inc. | 29,998 | $256.2 萬 | 0.05% | +9,820+48.7% | 加碼 |
| PFS Investments Inc. | 29,568 | $252.5 萬 | 0.04% | +1,762+6.3% | 加碼 |
| Ashburton (Jersey) Ltd | 29,480 | $251.8 萬 | 1.23% | +11,009+59.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 29,315 | $250.4 萬 | 0.12% | −513−1.7% | 減碼 |
| Richard P Slaughter Associates Inc | 29,308 | $250.3 萬 | 0.72% | +188+0.6% | 加碼 |
| Symmetry Partners, LLC | 29,265 | $249.9 萬 | 0.13% | −1,999−6.4% | 減碼 |
| Vestcor Inc | 29,051 | $248.1 萬 | 0.09% | −1,378−4.5% | 減碼 |
| Foster & Motley Inc | 28,663 | $244.8 萬 | 0.19% | +110.0% | 加碼 |