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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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2023 年第 3 季與 2023 年第 2 季比較

持有 Morgan Stanley 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

MS 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數1,689231,671+5
股數13.9 億156.6 萬13.8 億−815.1 萬 (−0.6%)
市值$1,187 億$1.34 億$1,127 億−$58.1 億 (−4.9%)

23 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(121 家)

2023 年第 3 季季末持有 Morgan Stanley、2023 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 121 家。

2023 年第 3 季新進 MS 的機構
機構股數市值佔組合 %
Boston Partners5,899,130$4.78 億0.66%
First Republic Investment Management, Inc.2,737,798$2.24 億0.64%
Pictet Asset Management Holding SA647,621$5,289 萬0.07%
Select Equity Group, L.P.565,262$4,616 萬0.19%
HRT Financial LP331,539$2,708 萬0.27%
Mizuho Markets Americas LLC269,470$2,201 萬0.82%
QRG Capital Management, Inc.246,049$2,009 萬0.35%
Tiaa Trust, National Association209,102$1,708 萬0.06%
Nexus Investment Management ULC171,341$1,399 萬1.58%
Teewinot Capital Advisers, L.L.C.151,817$1,240 萬1.98%
ExodusPoint Capital Management, LP137,366$1,122 萬0.14%
Payden & Rygel Investment Group134,510$1,099 萬0.86%
Envestnet Portfolio Solutions, Inc.109,534$894.6 萬0.04%
Bayesian Capital Management, LP106,000$865.7 萬0.99%
FORA Capital, LLC94,451$771.4 萬0.68%
Capula Management Ltd86,087$703.1 萬0.46%
Eisler Capital (US) LLC71,305$582.3 萬2.14%
Caas Capital Management LP54,554$445.5 萬0.99%
Walleye Trading LLC47,574$388.5 萬0.09%
MainStreet Investment Advisors LLC46,007$375.7 萬0.44%
Grantham, Mayo, Van Otterloo & Co. LLC39,823$325.2 萬0.02%
Carlson Capital L P37,400$305.4 萬0.24%
Readystate Asset Management LP33,981$277.5 萬0.23%
Paloma Partners Management Co27,946$228.2 萬0.47%
Gates Foundation Trust大師蓋茲基金會信託27,880$227.7 萬0.01%
Altman Advisors, Inc.16,770$137.0 萬0.85%
Mint Tower Capital Management B.V.16,528$135.0 萬0.38%
Vident Advisory, LLC16,111$131.6 萬0.04%
McKinley Carter Wealth Services, Inc.15,245$124.5 萬0.10%
Duality Advisers, LP14,988$122.4 萬0.15%
NEOS Investment Management LLC14,152$115.6 萬0.15%
GTS Securities LLC13,553$110.7 萬0.02%
Mirador Capital Partners LP13,158$107.5 萬0.24%
Penobscot Investment Management Company, Inc.12,569$102.7 萬0.14%
Kingswood Wealth Advisors, LLC12,281$100.3 萬0.17%
Smith, Salley & Associates11,911$97.3 萬0.07%
MQS Management LLC11,804$96.4 萬0.59%
BlueCrest Capital Management Ltd10,796$88.2 萬0.14%
Stratos Wealth Advisors, LLC10,045$82.0 萬0.05%
Mount Yale Investment Advisors, LLC9,409$76.8 萬0.08%
Symmetry Investments LP9,060$74.0 萬0.21%
Radnor Capital Management, LLC9,020$73.7 萬0.15%
Diametric Capital, LP8,884$72.6 萬0.30%
Childress Capital Advisors, LLC8,863$72.4 萬0.24%
Western Financial Corp8,494$69.4 萬0.51%
Charles Schwab Trust Co8,425$68.8 萬0.08%
Ramirez Asset Management, Inc.7,979$65.2 萬0.14%
ISAM Funds (UK) Ltd7,642$62.4 萬0.40%
ING Groep NV7,484$61.1 萬0.01%
LVW Advisors, LLC7,301$59.6 萬0.13%
Titleist Asset Management, LLC7,271$59.4 萬0.12%
Lloyd Advisory Services, LLC.7,198$58.8 萬0.19%
Norden Group LLC7,198$58.8 萬0.19%
LexAurum Advisors, LLC7,128$58.2 萬0.17%
Denali Advisors LLC7,100$58.0 萬0.20%
XY Capital Ltd7,080$57.8 萬0.53%
Empire Financial Management Company, LLC6,651$54.3 萬0.24%
Monograph Wealth Advisors, LLC6,620$54.1 萬0.11%
Brevan Howard Capital Management LP6,396$52.2 萬0.15%
KPP Advisory Services LLC6,373$52.1 萬0.17%
Lion Street Advisors, LLC6,293$51.4 萬0.17%
Levin Capital Strategies, L.P.6,250$51.0 萬0.06%
Garda Capital Partners LP6,216$50.8 萬0.32%
NBC Securities, Inc.5,694$46.5 萬0.05%
Granite Bay Wealth Management, LLC5,300$46.3 萬0.00%
Portman Square Capital LLP5,506$45.0 萬0.06%
Colonial River Wealth Management, LLC4,987$40.7 萬0.27%
Oak Thistle LLC4,522$36.9 萬0.11%
Syon Capital LLC4,308$35.2 萬0.04%
Autumn Glory Partners, LLC4,005$32.7 萬0.20%
Cape Cod Five Cents Savings Bank3,678$30.0 萬0.02%
Accredited Investors Inc.3,485$28.5 萬0.02%
Bedel Financial Consulting Inc3,374$27.6 萬0.06%
Delta Financial Group, Inc.3,349$27.3 萬0.09%
Fiducient Advisors LLC3,336$27.2 萬0.02%
Bridgewater Associates, LP3,203$26.2 萬0.00%
Bank of Stockton3,600$25.9 萬0.10%
Bluefin Capital Management, LLC3,100$25.3 萬0.02%
Atomi Financial Group, Inc.3,000$24.5 萬0.08%
Prelude Capital Management, LLC2,825$23.1 萬0.02%
Relative Value Partners Group, LLC2,810$22.9 萬0.02%
Annis Gardner Whiting Capital Advisors, LLC2,809$22.9 萬0.12%
Fulcrum Capital LLC2,759$22.5 萬0.07%
BluePath Capital Management, LLC2,720$22.2 萬0.20%
Jmac Enterprises LLC2,700$22.1 萬0.05%
Asahi Life Asset Management Co., Ltd.2,650$21.6 萬0.07%
Northwest Bancshares, Inc.2,604$21.3 萬0.04%
WSFS Capital Management, LLC2,544$20.8 萬0.01%
One Wealth Advisors, LLC2,522$20.6 萬0.05%
Gratus Capital LLC2,506$20.5 萬0.01%
Macroview Investment Management LLC2,182$17.8 萬0.24%
United Community Bank1,858$15.2 萬0.07%
Headinvest, LLC1,802$14.5 萬0.03%
Rogco, LP1,462$11.9 萬0.06%
Indiana Trust & Investment Management CO1,220$9.96 萬0.05%
Pathway Financial Advisers, LLC1,044$8.53 萬0.04%
Arlington Trust Co LLC1,024$8.36 萬0.03%
Householder Group Estate & Retirement Specialist, LLC593$4.85 萬0.02%
Salomon & Ludwin, LLC567$4.63 萬0.00%
Semmax Financial Advisors Inc.519$3.94 萬0.02%

清倉機構(116 家)

2023 年第 2 季季末持有 Morgan Stanley、2023 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 116 家。

2023 年第 3 季清倉 MS 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Ninety One UK Ltd736,247$6,288 萬
Fullerton Fund Management Co Ltd.274,842$2,347 萬
Twinbeech Capital LP211,150$1,803 萬
Voloridge Investment Management, LLC187,691$1,603 萬
Kiwi Wealth Investments Limited Partnership181,556$1,551 萬
Andra AP-fonden72,511$619.2 萬
Tudor Investment Corp Et Al63,119$539.0 萬
Clear Street LLC47,900$409.1 萬
IMC-Chicago, LLC46,660$398.5 萬
Vestmark Advisory Solutions, Inc.41,654$355.7 萬
Veritable, L.P.41,301$352.7 萬
Carroll Investors, Inc40,570$346.4 萬
Engineers Gate Manager LP38,779$331.2 萬
Crestline Management, LP30,000$256.2 萬
Virtu Financial LLC27,866$238.0 萬
PGGM Investments23,418$200.0 萬
Opus Investment Management Inc21,000$179.3 萬
Lighthouse Investment Partners, LLC20,794$177.6 萬
Teza Capital Management LLC16,109$137.6 萬
Quantbot Technologies LP14,610$124.8 萬
Vident Investment Advisory, LLC14,555$124.6 萬
Seven Eight Capital, LP14,443$123.3 萬
Simplex Trading, LLC11,678$99.7 萬
Ergoteles LLC9,574$81.8 萬
Aigen Investment Management, LP7,731$66.0 萬
XTX Topco Ltd7,488$63.9 萬
Y-Intercept (Hong Kong) Ltd7,334$62.6 萬
Maverick Capital Ltd大師Maverick 資本7,200$61.5 萬
Schonfeld Strategic Advisors LLC6,780$57.9 萬
CenterStar Asset Management, LLC6,664$57.0 萬
La Financiere de L'Echiquier6,200$52.9 萬
V Wealth Advisors LLC5,468$46.7 萬
Echo Street Capital Management LLC5,439$46.4 萬
Marble Harbor Investment Counsel, LLC5,375$45.9 萬
Change Path, LLC5,368$45.8 萬
Bridgefront Capital, LLC5,075$43.3 萬
CFS Investment Advisory Services, LLC5,066$43.3 萬
Calton & Associates, Inc.4,867$41.6 萬
LVZ Advisors, Inc.4,732$40.4 萬
American Trust4,663$39.8 萬
Alpha Cubed Investments, LLC4,449$38.0 萬
Headlands Technologies LLC4,390$37.5 萬
AustralianSuper Pty Ltd4,351$37.2 萬
Quantamental Technologies LLC4,318$36.9 萬
Neo Ivy Capital Management4,194$35.8 萬
Zimmermann Investment Management & Planning LLC4,065$34.7 萬
Twin Focus Capital Partners, LLC4,031$34.4 萬
Unigestion Holding SA3,968$33.8 萬
Imprint Wealth LLC3,958$33.8 萬
Curi Capital3,907$33.4 萬
Stelac Advisory Services LLC3,883$33.2 萬
Guardian Capital Advisors LP3,500$30.0 萬
Delphia (USA) Inc.3,360$28.7 萬
Menard Financial Group LLC3,248$27.7 萬
Eqis Capital Management, Inc.3,158$27.0 萬
Joule Financial, LLC3,158$27.0 萬
Financial Advocates Investment Management3,030$25.9 萬
Family Management Corp3,000$25.6 萬
TD Ameritrade Investment Management, LLC2,994$25.6 萬
Crewe Advisors LLC2,977$25.4 萬
Phillips Wealth Planners LLC2,756$23.5 萬
Brookfield Asset Management Inc.2,753$23.5 萬
Pallas Capital Advisors LLC2,701$23.3 萬
Ellsworth Advisors, LLC2,724$23.3 萬
Machina Capital S.A.S.2,700$23.1 萬
Lazari Capital Management, Inc.2,672$22.8 萬
Chicago Trust Co NA2,646$22.6 萬
Soltis Investment Advisors LLC2,625$22.4 萬
Zhang Financial LLC2,623$22.4 萬
Newbridge Financial Services Group, Inc.2,591$22.1 萬
Ethos Financial Group, LLC2,512$22.1 萬
Industrial Alliance Investment Management Inc.2,550$21.8 萬
Horizon Wealth Management, LLC2,546$21.7 萬
Winthrop Advisory Group LLC2,523$21.6 萬
IVC Wealth Advisors LLC2,457$21.0 萬
Birch Hill Investment Advisors LLC2,451$20.9 萬
Hemington Wealth Management2,450$20.9 萬
Primoris Wealth Advisors, LLC2,429$20.7 萬
Hall Capital Management Co Inc2,426$20.7 萬
Boston Trust Walden Corp2,423$20.7 萬
Mayfair Advisory Group, LLC2,467$20.6 萬
Founders Financial Alliance, LLC2,393$20.4 萬
Aft, Forsyth & Company, Inc.2,385$20.4 萬
Vicus Capital2,371$20.2 萬
Werba Rubin Papier Wealth Management2,371$20.2 萬
Daymark Wealth Partners, LLC2,367$20.2 萬
HFG Advisors, Inc.2,355$20.1 萬
Karpas Strategies, LLC2,351$20.1 萬
Royal Fund Management, LLC2,044$17.5 萬
Strengthening Families & Communities, LLC1,798$15.4 萬
LJI Wealth Management, LLC14,849$15.1 萬
Clear Street Markets LLC1,702$14.5 萬
Austin Private Wealth, LLC1,464$12.5 萬
Private Ocean, LLC1,268$10.8 萬
Fairfield, Bush & Co.1,240$10.6 萬
Tilia Fiduciary Partners, Inc.963$8.22 萬
PCA Investment Advisory Services Inc.837$7.15 萬
O'Dell Group, LLC766$6.54 萬
Clearview Wealth Advisors LLC759$6.48 萬
Horan Securities, Inc.759$6.48 萬

尚未申報 2023 年第 3 季的機構(23 家)

2023 年第 2 季季末持有 Morgan Stanley、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 MS、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA625,811$5,344 萬
Kames Capital plc590,626$5,043 萬
Tiaa, FSB209,738$1,791 萬
PFS Investments Inc.29,568$252.5 萬
Heron Financial Group, LLC25,449$217.3 萬
EA Series Trust24,669$210.7 萬
Lansing Street Advisors11,604$99.1 萬
McMillion Capital Management Inc7,536$64.4 萬
US Asset Management LLC6,231$53.2 萬
Thomas White International Ltd5,879$50.2 萬
Kistler-Tiffany Companies, LLC5,521$47.1 萬
Aj Wealth Strategies, LLC4,581$39.1 萬
Bell & Brown Wealth Advisors, LLC4,365$37.3 萬
Sentinus, LLC3,753$32.1 萬
First National Bank of South Miami2,196$18.8 萬
BDO Wealth Advisors, LLC1,834$15.7 萬
Endurance Wealth Management, Inc.1,767$15.1 萬
BerganKDV Wealth Management, LLC1,673$14.3 萬
Ten Capital Wealth Advisors, LLC1,410$12.0 萬
First Capital Advisors Group, LLC.1,214$10.4 萬
Vigilant Capital Management, LLC613$5.20 萬
Cowen Prime Advisors LLC318$2.72 萬
Coastal Capital Group, Inc.84$7,174