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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 19,014 | $162.4 萬 | 0.03% | −21,505−53.1% | 減碼 |
| Harvest Investment Advisors, LLC | 18,994 | $162.2 萬 | 1.39% | −75−0.4% | 減碼 |
| DoubleLine ETF Adviser LP | 18,939 | $161.7 萬 | 0.60% | −102−0.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 18,914 | $161.5 萬 | 0.08% | −149−0.8% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 18,832 | $160.8 萬 | 0.08% | −4,300−18.6% | 減碼 |
| Howland Capital Management LLC | 18,763 | $160.2 萬 | 0.09% | +5,635+42.9% | 加碼 |
| NVWM, LLC | 18,506 | $158.0 萬 | 0.51% | +671+3.8% | 加碼 |
| Deltec Asset Management LLC | 18,500 | $158.0 萬 | 0.35% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 18,424 | $157.3 萬 | 0.12% | −87−0.5% | 減碼 |
| National Asset Management, Inc. | 18,372 | $156.9 萬 | 0.04% | −20,333−52.5% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 18,346 | $156.7 萬 | 0.05% | −121,469−86.9% | 減碼 |
| Wolff Wiese Magana LLC | 18,316 | $156.4 萬 | 1.21% | +2,346+14.7% | 加碼 |
| Abbot Financial Management, Inc. | 18,270 | $156.0 萬 | 1.00% | +125+0.7% | 加碼 |
| Brown Brothers Harriman & Co | 18,234 | $155.7 萬 | 0.01% | −2,300−11.2% | 減碼 |
| Boston Private Wealth LLC | 18,180 | $155.3 萬 | 0.03% | −3,556−16.4% | 減碼 |
| Prospera Financial Services Inc | 18,063 | $154.4 萬 | 0.06% | +866+5.0% | 加碼 |
| Atlas Private Wealth Management | 18,062 | $154.2 萬 | 0.81% | +2,937+19.4% | 加碼 |
| Lakeview Capital Partners, LLC | 18,017 | $153.9 萬 | 0.29% | −6,000−25.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 18,016 | $153.9 萬 | 0.03% | −568−3.1% | 減碼 |
| United Capital Financial Advisers, LLC | 17,924 | $153.1 萬 | 0.01% | −964−5.1% | 減碼 |
| Checchi Capital Advisers, LLC | 17,917 | $153.0 萬 | 0.14% | +1,596+9.8% | 加碼 |
| Chemung Canal Trust Co | 17,765 | $151.7 萬 | 0.33% | +45+0.3% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $151.3 萬 | 1.46% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 17,606 | $150.4 萬 | 0.05% | −381−2.1% | 減碼 |
| Trust Investment Advisors | 17,446 | $149.0 萬 | 1.20% | +307+1.8% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $148.0 萬 | 0.07% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 17,256 | $147.4 萬 | 0.07% | +1,719+11.1% | 加碼 |
| Verition Fund Management LLC | 17,188 | $146.8 萬 | 0.02% | +12,405+259.4% | 加碼 |
| Northcape Wealth Management, LLC | 17,166 | $146.6 萬 | 0.53% | −89−0.5% | 減碼 |
| Insight Inv LLC | 17,092 | $146.0 萬 | 1.50% | +880+5.4% | 加碼 |
| New England Research & Management, Inc. | 17,042 | $145.5 萬 | 0.84% | +3,050+21.8% | 加碼 |
| Institute for Wealth Management, LLC. | 17,028 | $145.4 萬 | 0.26% | −45−0.3% | 減碼 |
| Covenant Asset Management, LLC | 17,003 | $145.2 萬 | 0.43% | +675+4.1% | 加碼 |
| Fund Management at Engine No. 1 LLC | 16,958 | $144.8 萬 | 0.27% | +1,111+7.0% | 加碼 |
| Oak Asset Management, LLC | 16,953 | $144.8 萬 | 0.60% | +125+0.7% | 加碼 |
| SevenBridge Financial Group, LLC | 16,950 | $144.8 萬 | 0.37% | +2,385+16.4% | 加碼 |
| Horizon Investments, LLC | 17,094 | $144.6 萬 | 0.04% | +310+1.8% | 加碼 |
| Intrust Bank NA | 16,920 | $144.5 萬 | 0.18% | −1,057−5.9% | 減碼 |
| Strategic Advisors LLC | 16,904 | $144.4 萬 | 0.28% | +70.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 16,771 | $143.2 萬 | 0.09% | +13,355+391.0% | 加碼 |
| Paradigm Asset Management Co LLC | 16,700 | $142.6 萬 | 0.38% | +1,100+7.1% | 加碼 |
| FDx Advisors, Inc. | 16,654 | $142.2 萬 | 0.08% | −32,817−66.3% | 減碼 |
| Congress Wealth Management LLC | 16,647 | $142.2 萬 | 0.03% | +103+0.6% | 加碼 |
| Argus Investors' Counsel, Inc. | 16,620 | $141.9 萬 | 0.98% | +420+2.6% | 加碼 |
| Wedbush Securities Inc | 16,548 | $141.3 萬 | 0.07% | +2,900+21.2% | 加碼 |
| Chesapeake Wealth Management | 16,527 | $141.1 萬 | 0.56% | +282+1.7% | 加碼 |
| Am Investment Strategies LLC | 16,516 | $141.0 萬 | 0.44% | +212+1.3% | 加碼 |
| Bryn Mawr Trust Co | 16,395 | $140.0 萬 | 0.06% | −105−0.6% | 減碼 |
| Mutual Advisors, LLC | 16,222 | $138.5 萬 | 0.05% | +4,892+43.2% | 加碼 |
| Centaurus Financial, Inc. | 16,164 | $138.0 萬 | 0.12% | +490+3.1% | 加碼 |
| Teza Capital Management LLC | 16,109 | $137.6 萬 | 0.22% | +9,650+149.4% | 加碼 |
| White Pine Capital LLC | 16,089 | $137.4 萬 | 0.51% | −76−0.5% | 減碼 |
| King Luther Capital Management Corp | 16,065 | $137.2 萬 | 0.01% | +160+1.0% | 加碼 |
| Allen Investment Management LLC | 16,005 | $136.7 萬 | 0.02% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 15,991 | $136.6 萬 | 0.03% | +600+3.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 15,917 | $135.9 萬 | 0.31% | +1,487+10.3% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 15,906 | $135.8 萬 | 0.40% | +52+0.3% | 加碼 |
| 1st Source Bank | 15,900 | $135.8 萬 | 0.09% | +600+3.9% | 加碼 |
| Gotham Asset Management, LLC | 15,792 | $134.9 萬 | 0.03% | −1,342−7.8% | 減碼 |
| Waterfront Wealth Inc. | 14,044 | $134.0 萬 | 0.40% | +2,041+17.0% | 加碼 |
| Avalon Trust Co | 15,600 | $133.2 萬 | 0.12% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 15,544 | $132.7 萬 | 0.13% | −706−4.3% | 減碼 |
| Courier Capital LLC | 15,525 | $132.6 萬 | 0.10% | −3,397−18.0% | 減碼 |
| Trust Asset Management LLC | 15,376 | $131.3 萬 | 0.14% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 15,362 | $131.2 萬 | 0.17% | −196−1.3% | 減碼 |
| Schear Investment Advisers, LLC | 15,252 | $130.3 萬 | 1.38% | +93+0.6% | 加碼 |
| Profund Advisors LLC | 15,198 | $129.8 萬 | 0.07% | −305−2.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 15,070 | $128.7 萬 | 0.24% | −457−2.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 15,036 | $128.3 萬 | 0.06% | +9,857+190.3% | 加碼 |
| Cetera Advisors LLC | 16,379 | $128.3 萬 | 0.02% | +2,930+21.8% | 加碼 |
| Cigna Investments Inc | 14,903 | $127.2 萬 | 0.24% | −346−2.3% | 減碼 |
| Koshinski Asset Management, Inc. | 14,862 | $126.9 萬 | 0.14% | −9,018−37.8% | 減碼 |
| Diligent Investors, LLC | 14,802 | $126.4 萬 | 0.37% | +20.0% | 加碼 |
| Financial Advisory Service, Inc. | 14,791 | $126.3 萬 | 0.16% | +1,951+15.2% | 加碼 |
| Fulton Bank, N.A. | 14,776 | $126.2 萬 | 0.06% | +278+1.9% | 加碼 |
| Decatur Capital Management, Inc. | 14,719 | $125.7 萬 | 0.86% | −208−1.4% | 減碼 |
| Laidlaw Wealth Management LLC | 14,712 | $125.6 萬 | 0.25% | +7,516+104.4% | 加碼 |
| Strategy Asset Managers LLC | 14,702 | $125.6 萬 | 0.28% | +143+1.0% | 加碼 |
| Somerset Trust Co | 14,701 | $125.5 萬 | 0.54% | −441−2.9% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $125.5 萬 | 0.52% | 00.0% | 不變 |
| Leonteq Securities AG | 14,660 | $125.2 萬 | 0.13% | −3,244−18.1% | 減碼 |
| Quantbot Technologies LP | 14,610 | $124.8 萬 | 0.08% | +14,610 | 新進 |
| Vident Investment Advisory, LLC | 14,555 | $124.6 萬 | 0.04% | −13,319−47.8% | 減碼 |
| Morse Asset Management, Inc | 14,566 | $124.4 萬 | 0.38% | −14,727−50.3% | 減碼 |
| Mystic Asset Management, Inc. | 14,562 | $124.4 萬 | 0.67% | −474−3.2% | 減碼 |
| Delphi Management Inc | 14,507 | $123.9 萬 | 1.31% | +14,507 | 新進 |
| Duff & Phelps Investment Management Co | 14,501 | $123.8 萬 | 0.02% | 00.0% | 不變 |
| River Street Advisors LLC | 14,460 | $123.5 萬 | 1.18% | −166−1.1% | 減碼 |
| Seven Eight Capital, LP | 14,443 | $123.3 萬 | 0.20% | +14,443 | 新進 |
| Meridian Wealth Management, LLC | 14,237 | $121.6 萬 | 0.10% | +30+0.2% | 加碼 |
| Berkeley Capital Partners, LLC | 13,966 | $119.3 萬 | 0.42% | +2,604+22.9% | 加碼 |
| Golden State Equity Partners | 13,956 | $119.2 萬 | 0.34% | +3,581+34.5% | 加碼 |
| Whittier Trust Co | 13,912 | $118.8 萬 | 0.02% | +319+2.3% | 加碼 |
| S&CO Inc | 13,915 | $118.8 萬 | 0.10% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 13,890 | $118.6 萬 | 0.55% | −3,250−19.0% | 減碼 |
| Essex Investment Management Co LLC | 13,886 | $118.6 萬 | 0.17% | −324−2.3% | 減碼 |
| Nilsine Partners, LLC | 13,782 | $117.7 萬 | 0.17% | +473+3.6% | 加碼 |
| Allworth Financial LP | 13,549 | $115.7 萬 | 0.01% | +2,245+19.9% | 加碼 |
| Systematic Financial Management LP | 13,500 | $115.3 萬 | 0.04% | 00.0% | 不變 |
| PFG Investments, LLC | 13,489 | $115.2 萬 | 0.21% | +1,792+15.3% | 加碼 |