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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 28,648 | $244.7 萬 | 0.07% | +3,295+13.0% | 加碼 |
| Alberta Investment Management Corp | 28,500 | $243.4 萬 | 0.02% | 00.0% | 不變 |
| LMCG Investments, LLC | 28,353 | $242.1 萬 | 0.16% | −556−1.9% | 減碼 |
| Signaturefd, LLC | 28,304 | $241.7 萬 | 0.06% | +1,306+4.8% | 加碼 |
| Virtu Financial LLC | 27,866 | $238.0 萬 | 0.18% | −2,598−8.5% | 減碼 |
| Steel Peak Wealth Management LLC | 27,817 | $237.6 萬 | 0.14% | +27,817 | 新進 |
| Union Heritage Capital, LLC | 27,747 | $237.0 萬 | 1.28% | 00.0% | 不變 |
| Altrafin AG | 27,636 | $236.0 萬 | 1.06% | +120+0.4% | 加碼 |
| Coastline Trust Co | 27,431 | $234.3 萬 | 0.33% | −3,569−11.5% | 減碼 |
| Northeast Investment Management | 27,317 | $233.3 萬 | 0.13% | −4,054−12.9% | 減碼 |
| Gries Financial LLC | 27,310 | $233.2 萬 | 0.64% | −151−0.5% | 減碼 |
| Lipe & Dalton | 27,261 | $232.8 萬 | 1.33% | −823−2.9% | 減碼 |
| Culbertson A N & Co Inc | 27,195 | $232.2 萬 | 0.45% | +190+0.7% | 加碼 |
| Shorepoint Capital Partners LLC | 27,163 | $232.0 萬 | 0.65% | +27,163 | 新進 |
| Dimension Capital Management LLC | 26,940 | $230.1 萬 | 0.50% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 26,513 | $226.4 萬 | 0.07% | −1,724−6.1% | 減碼 |
| Venture Visionary Partners LLC | 26,503 | $226.3 萬 | 0.13% | +807+3.1% | 加碼 |
| Savant Capital, LLC | 26,471 | $226.1 萬 | 0.04% | +2,436+10.1% | 加碼 |
| Sawtooth Solutions, LLC | 26,412 | $225.6 萬 | 0.06% | −21,369−44.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 26,156 | $223.4 萬 | 0.03% | −13,239−33.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 26,150 | $223.3 萬 | 0.04% | +1,402+5.7% | 加碼 |
| Hunter Associates Investment Management LLC | 26,087 | $222.9 萬 | 0.44% | −491−1.8% | 減碼 |
| Equitable Holdings, Inc. | 26,074 | $222.7 萬 | 0.03% | +6,724+34.7% | 加碼 |
| Alpha DNA Investment Management LLC | 25,920 | $221.4 萬 | 1.25% | +6,186+31.3% | 加碼 |
| Mark Stevens | 25,764 | $220.0 萬 | 0.28% | −924−3.5% | 減碼 |
| Texas Yale Capital Corp. | 25,680 | $219.3 萬 | 0.10% | +920+3.7% | 加碼 |
| Next Level Private LLC | 26,248 | $218.9 萬 | 1.42% | 00.0% | 不變 |
| Heron Financial Group, LLC | 25,449 | $217.3 萬 | 1.17% | +102+0.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,362 | $216.6 萬 | 0.02% | −1,103−4.2% | 減碼 |
| Community Bank of Raymore | 25,270 | $215.8 萬 | 0.93% | +5,980+31.0% | 加碼 |
| Great Diamond Partners, LLC | 25,245 | $215.6 萬 | 0.57% | +615+2.5% | 加碼 |
| Bouvel Investment Partners, LLC | 25,051 | $213.9 萬 | 1.17% | +25,051 | 新進 |
| Franklin Street Advisors Inc | 25,000 | $213.5 萬 | 0.18% | +25,000 | 新進 |
| Advent Capital Management | 25,000 | $213.5 萬 | 0.04% | +25,000 | 新進 |
| Empowered Funds, LLC | 24,669 | $210.7 萬 | 0.07% | +1,519+6.6% | 加碼 |
| EA Series Trust | 24,669 | $210.7 萬 | 0.07% | +24,669 | 新進 |
| Tokio Marine Asset Management Co Ltd | 24,473 | $209.0 萬 | 0.13% | +698+2.9% | 加碼 |
| Greenwich Wealth Management LLC | 24,466 | $208.9 萬 | 0.22% | −197−0.8% | 減碼 |
| Sowell Financial Services LLC | 24,450 | $208.8 萬 | 0.12% | +8,527+53.6% | 加碼 |
| HCR Wealth Advisors | 24,359 | $208.0 萬 | 0.39% | +125+0.5% | 加碼 |
| Park Avenue Securities LLC | 24,096 | $205.8 萬 | 0.03% | +2,481+11.5% | 加碼 |
| Meeder Advisory Services, Inc. | 24,095 | $205.8 萬 | 0.22% | −1,337−5.3% | 減碼 |
| Stolper Co | 23,943 | $204.5 萬 | 0.86% | +378+1.6% | 加碼 |
| Arcus Capital Partners, LLC | 23,538 | $201.0 萬 | 0.60% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 23,524 | $200.9 萬 | 0.10% | +1,226+5.5% | 加碼 |
| PGGM Investments | 23,418 | $200.0 萬 | 0.03% | −18,061−43.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 23,384 | $199.7 萬 | 0.15% | +2,432+11.6% | 加碼 |
| Veriti Management LLC | 23,321 | $199.2 萬 | 0.22% | −163−0.7% | 減碼 |
| Griffin Asset Management, Inc. | 23,260 | $198.6 萬 | 0.27% | −305−1.3% | 減碼 |
| United Asset Strategies, Inc. | 23,250 | $198.6 萬 | 0.25% | +172+0.7% | 加碼 |
| TCTC Holdings, LLC | 23,187 | $198.0 萬 | 0.08% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 23,180 | $198.0 萬 | 0.07% | +606+2.7% | 加碼 |
| Regions Financial Corp | 23,174 | $197.9 萬 | 0.02% | +513+2.3% | 加碼 |
| Caldwell Trust Co | 22,962 | $196.1 萬 | 0.26% | −2,991−11.5% | 減碼 |
| Convergence Investment Partners, LLC | 22,852 | $195.2 萬 | 1.12% | −498−2.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 22,843 | $195.1 萬 | 0.20% | +2,606+12.9% | 加碼 |
| Toroso Investments, LLC | 22,831 | $195.0 萬 | 0.06% | +98+0.4% | 加碼 |
| Prudent Man Advisors, LLC | 22,761 | $194.4 萬 | 0.73% | −419−1.8% | 減碼 |
| Clough Capital Partners L P | 22,750 | $194.3 萬 | 0.20% | −14,750−39.3% | 減碼 |
| Community Bank, N.A. | 22,732 | $194.1 萬 | 0.26% | +935+4.3% | 加碼 |
| Desjardins Global Asset Management Inc. | 22,700 | $193.9 萬 | 0.22% | +4,654+25.8% | 加碼 |
| Freedom Day Solutions, LLC | 22,538 | $192.5 萬 | 0.86% | −1,778−7.3% | 減碼 |
| Shell Asset Management Co | 22,205 | $189.6 萬 | 0.07% | −15,258−40.7% | 減碼 |
| Goodwin Daniel L | 22,000 | $187.9 萬 | 0.90% | 00.0% | 不變 |
| Cacti Asset Management LLC | 22,000 | $187.9 萬 | 0.17% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 21,800 | $186.2 萬 | 0.08% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 21,738 | $185.7 萬 | 0.38% | +10,916+100.9% | 加碼 |
| AIA Group Ltd | 21,590 | $184.4 萬 | 0.09% | +13,416+164.1% | 加碼 |
| Paralel Advisors LLC | 21,535 | $183.9 萬 | 0.10% | +765+3.7% | 加碼 |
| Capital Investment Counsel, Inc | 21,431 | $183.0 萬 | 0.35% | +432+2.1% | 加碼 |
| Westwood Holdings Group Inc. | 21,402 | $182.8 萬 | 0.02% | 00.0% | 不變 |
| Clarius Group, LLC | 21,325 | $182.1 萬 | 0.14% | −1,303−5.8% | 減碼 |
| Hudson Canyon Capital Management | 21,276 | $181.7 萬 | 1.43% | +926+4.6% | 加碼 |
| Alaethes Wealth LLC | 21,244 | $181.4 萬 | 1.00% | +502+2.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,204 | $181.1 萬 | 0.04% | +2,686+14.5% | 加碼 |
| Modera Wealth Management, LLC | 21,095 | $180.2 萬 | 0.03% | +1,906+9.9% | 加碼 |
| Opus Investment Management Inc | 21,000 | $179.3 萬 | 0.64% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 20,794 | $177.6 萬 | 0.13% | +20,794 | 新進 |
| SYSTM Wealth Solutions LLC | 20,764 | $177.3 萬 | 0.24% | +8,662+71.6% | 加碼 |
| Merit Financial Group, LLC | 20,735 | $177.1 萬 | 0.06% | +1,318+6.8% | 加碼 |
| Bank of New Hampshire | 20,572 | $175.7 萬 | 0.50% | −100−0.5% | 減碼 |
| Arrow Financial Corp | 20,541 | $175.4 萬 | 0.21% | −1,214−5.6% | 減碼 |
| Capital Investment Advisors, LLC | 20,521 | $175.2 萬 | 0.05% | −677−3.2% | 減碼 |
| CAPROCK Group, Inc. | 20,306 | $173.4 萬 | 0.13% | +625+3.2% | 加碼 |
| Vise Technologies, Inc. | 20,264 | $173.1 萬 | 0.42% | +159+0.8% | 加碼 |
| Sumitomo Life Insurance Co | 20,248 | $172.9 萬 | 0.08% | −1,722−7.8% | 減碼 |
| Perigon Wealth Management, LLC | 20,228 | $172.8 萬 | 0.07% | −991−4.7% | 減碼 |
| Hartline Investment Corp | 20,164 | $172.2 萬 | 0.29% | +11,994+146.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 20,162 | $172.2 萬 | 0.34% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 20,000 | $170.8 萬 | 1.06% | −150−0.7% | 減碼 |
| Brasada Capital Management, LP | 19,906 | $170.0 萬 | 0.37% | −222−1.1% | 減碼 |
| CoreCap Advisors, LLC | 19,901 | $170.0 萬 | 0.12% | +19,901 | 新進 |
| Leavell Investment Management, Inc. | 19,862 | $169.6 萬 | 0.12% | +925+4.9% | 加碼 |
| IFG Advisory, LLC | 19,831 | $169.4 萬 | 0.15% | −51−0.3% | 減碼 |
| Forum Financial Management, LP | 19,827 | $169.3 萬 | 0.04% | +1,080+5.8% | 加碼 |
| Pitcairn Co | 19,814 | $169.2 萬 | 0.14% | −356−1.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 19,272 | $164.6 萬 | 0.21% | −584−2.9% | 減碼 |
| Baldwin Investment Management, LLC | 19,272 | $164.6 萬 | 0.27% | −450−2.3% | 減碼 |
| We Are One Seven, LLC | 19,164 | $163.7 萬 | 0.15% | −5,939−23.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 19,077 | $162.9 萬 | 0.02% | +95+0.5% | 加碼 |