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 3 季 13F 持有人
Morgan Stanley 在 2023/9/30 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
- 1,671
- 較 2023 年第 2 季 +5 家
- 持有股數
- 13.8 億
- 較 2023 年第 2 季 −815.1 萬 (−0.6%)
- 總市值
- $1,127 億
- 較 2023 年第 2 季 −$58.1 億 (−4.9%)
- 新進機構
- 121
- 另有 673 家加碼
- 清倉機構
- 116
- 另有 627 家減碼
另有 23 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 16,225 | $132.5 萬 | 0.55% | −302−1.8% | 減碼 |
| Intrust Bank NA | 16,293 | $133.1 萬 | 0.17% | −627−3.7% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 16,306 | $133.2 萬 | 0.40% | +400+2.5% | 加碼 |
| Financial Advisory Service, Inc. | 16,417 | $134.1 萬 | 0.14% | +1,626+11.0% | 加碼 |
| Steel Peak Wealth Management LLC | 16,432 | $134.2 萬 | 0.08% | −11,385−40.9% | 減碼 |
| Vise Technologies, Inc. | 16,481 | $134.6 萬 | 0.33% | −3,783−18.7% | 減碼 |
| Belpointe Asset Management LLC | 16,507 | $134.8 萬 | 0.14% | +6,031+57.6% | 加碼 |
| Mint Tower Capital Management B.V. | 16,528 | $135.0 萬 | 0.38% | +16,528 | 新進 |
| Northcape Wealth Management, LLC | 16,540 | $135.1 萬 | 0.52% | −626−3.6% | 減碼 |
| Bryn Mawr Trust Co | 16,609 | $135.6 萬 | 0.06% | +214+1.3% | 加碼 |
| Edgestream Partners, L.P. | 16,610 | $135.7 萬 | 0.11% | +11,794+244.9% | 加碼 |
| Am Investment Strategies LLC | 16,650 | $136.0 萬 | 0.44% | +134+0.8% | 加碼 |
| Horizon Investments, LLC | 16,884 | $136.2 萬 | 0.04% | −210−1.2% | 減碼 |
| Quadrant Capital Group LLC | 16,716 | $136.5 萬 | 0.14% | +1,172+7.5% | 加碼 |
| Bradley Foster & Sargent Inc | 15,991 | $136.6 萬 | 0.03% | 00.0% | 不變 |
| King Luther Capital Management Corp | 16,750 | $136.8 萬 | 0.01% | +685+4.3% | 加碼 |
| Altman Advisors, Inc. | 16,770 | $137.0 萬 | 0.85% | +16,770 | 新進 |
| Schechter Investment Advisors, LLC | 16,879 | $137.9 萬 | 0.13% | +7,546+80.9% | 加碼 |
| Wedbush Securities Inc | 16,891 | $137.9 萬 | 0.07% | +343+2.1% | 加碼 |
| Strategic Advisors LLC | 16,912 | $138.1 萬 | 0.27% | +80.0% | 加碼 |
| Oak Asset Management, LLC | 16,933 | $138.3 萬 | 0.59% | −20−0.1% | 減碼 |
| Institute for Wealth Management, LLC. | 16,960 | $138.5 萬 | 0.25% | −68−0.4% | 減碼 |
| Mirabella Financial Services LLP | 17,078 | $139.5 萬 | 0.20% | +14,278+509.9% | 加碼 |
| AIA Group Ltd | 17,091 | $139.6 萬 | 0.07% | −4,499−20.8% | 減碼 |
| Harbour Capital Advisors, LLC | 17,095 | $139.6 萬 | 0.42% | +4,525+36.0% | 加碼 |
| Mach-1 Financial Group, Inc. | 17,172 | $140.2 萬 | 0.59% | −12,998−43.1% | 減碼 |
| Congress Wealth Management LLC | 17,185 | $140.4 萬 | 0.03% | +538+3.2% | 加碼 |
| Valeo Financial Advisors, LLC | 17,188 | $140.4 萬 | 0.06% | −68−0.4% | 減碼 |
| Covenant Asset Management, LLC | 17,273 | $141.1 萬 | 0.43% | +270+1.6% | 加碼 |
| Trust Investment Advisors | 17,285 | $141.2 萬 | 1.21% | −161−0.9% | 減碼 |
| AFS Financial Group, LLC | 17,322 | $141.5 萬 | 0.97% | +4,782+38.1% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $141.5 萬 | 0.07% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 17,418 | $142.2 萬 | 0.12% | +1,254+7.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 17,501 | $142.9 萬 | 0.02% | −515−2.9% | 減碼 |
| Ostrum Asset Management | 17,590 | $143.7 萬 | 0.13% | +5,655+47.4% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $144.7 萬 | 1.51% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 17,823 | $145.6 萬 | 0.14% | −94−0.5% | 減碼 |
| Clarius Group, LLC | 17,844 | $145.7 萬 | 0.14% | −3,481−16.3% | 減碼 |
| Chemung Canal Trust Co | 18,082 | $147.7 萬 | 0.34% | +317+1.8% | 加碼 |
| We Are One Seven, LLC | 18,090 | $147.7 萬 | 0.12% | −1,074−5.6% | 減碼 |
| Abbot Financial Management, Inc. | 18,170 | $148.4 萬 | 1.00% | −100−0.5% | 減碼 |
| Tocqueville Asset Management L.P. | 18,229 | $148.9 萬 | 0.03% | −785−4.1% | 減碼 |
| Fund Management at Engine No. 1 LLC | 18,247 | $149.0 萬 | 0.24% | +1,289+7.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 18,417 | $150.4 萬 | 0.16% | −4,426−19.4% | 減碼 |
| Acropolis Investment Management, LLC | 18,488 | $151.0 萬 | 0.12% | +64+0.3% | 加碼 |
| Deltec Asset Management LLC | 18,500 | $151.1 萬 | 0.34% | 00.0% | 不變 |
| Boston Private Wealth LLC | 18,622 | $152.1 萬 | 0.03% | +442+2.4% | 加碼 |
| Howland Capital Management LLC | 18,763 | $153.2 萬 | 0.09% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 18,896 | $154.3 萬 | 1.25% | +580+3.2% | 加碼 |
| Harvest Investment Advisors, LLC | 18,903 | $154.4 萬 | 1.38% | −91−0.5% | 減碼 |
| Atlas Private Wealth Management | 19,155 | $156.4 萬 | 0.84% | +1,093+6.1% | 加碼 |
| Lakeview Capital Partners, LLC | 19,246 | $157.2 萬 | 0.31% | +1,229+6.8% | 加碼 |
| Brown Brothers Harriman & Co | 19,318 | $157.8 萬 | 0.01% | +1,084+5.9% | 加碼 |
| NVWM, LLC | 19,345 | $158.0 萬 | 0.52% | +839+4.5% | 加碼 |
| IFG Advisory, LLC | 19,613 | $160.2 萬 | 0.14% | −218−1.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 19,618 | $160.2 萬 | 0.17% | −3,082−13.6% | 減碼 |
| DoubleLine ETF Adviser LP | 19,652 | $160.5 萬 | 0.58% | +713+3.8% | 加碼 |
| Forum Financial Management, LP | 19,829 | $161.9 萬 | 0.04% | +20.0% | 加碼 |
| Perigon Wealth Management, LLC | 19,851 | $162.1 萬 | 0.07% | −377−1.9% | 減碼 |
| Sumitomo Life Insurance Co | 19,989 | $163.3 萬 | 0.05% | −259−1.3% | 減碼 |
| United Fire Group Inc | 20,000 | $163.3 萬 | 3.19% | −18,000−47.4% | 減碼 |
| Prudent Man Advisors, LLC | 20,015 | $163.5 萬 | 0.65% | −2,746−12.1% | 減碼 |
| Capital Investment Advisors, LLC | 20,018 | $163.5 萬 | 0.05% | −503−2.5% | 減碼 |
| Westwood Holdings Group Inc. | 20,063 | $163.9 萬 | 0.02% | −1,339−6.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 20,162 | $164.7 萬 | 0.35% | 00.0% | 不變 |
| HCR Wealth Advisors | 20,195 | $164.9 萬 | 0.36% | −4,164−17.1% | 減碼 |
| Capital Markets Trading UK LLP | 20,366 | $166.3 萬 | 1.45% | +12,493+158.7% | 加碼 |
| TD Private Client Wealth LLC | 20,442 | $166.9 萬 | 0.07% | +12,874+170.1% | 加碼 |
| Bank of New Hampshire | 20,456 | $167.1 萬 | 0.50% | −116−0.6% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $167.4 萬 | 1.18% | +20,000+4,000.0% | 加碼 |
| Prospera Financial Services Inc | 20,537 | $167.9 萬 | 0.06% | +2,474+13.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 20,681 | $168.9 萬 | 0.08% | +1,767+9.3% | 加碼 |
| Modera Wealth Management, LLC | 20,725 | $169.3 萬 | 0.03% | −370−1.8% | 減碼 |
| Ameliora Wealth Management Ltd. | 20,900 | $170.7 萬 | 1.01% | +900+4.5% | 加碼 |
| Baldwin Investment Management, LLC | 21,032 | $171.8 萬 | 0.29% | +1,760+9.1% | 加碼 |
| United Asset Strategies, Inc. | 21,059 | $172.0 萬 | 0.22% | −2,191−9.4% | 減碼 |
| Meeder Advisory Services, Inc. | 21,083 | $172.2 萬 | 0.22% | −3,012−12.5% | 減碼 |
| Fulton Bank, N.A. | 21,088 | $172.2 萬 | 0.09% | +6,312+42.7% | 加碼 |
| Hudson Canyon Capital Management | 21,276 | $173.8 萬 | 1.42% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 21,283 | $173.8 萬 | 0.35% | −148−0.7% | 減碼 |
| CoreCap Advisors, LLC | 21,290 | $173.9 萬 | 0.13% | +1,389+7.0% | 加碼 |
| Leavell Investment Management, Inc. | 21,292 | $173.9 萬 | 0.12% | +1,430+7.2% | 加碼 |
| Alaethes Wealth LLC | 21,326 | $174.2 萬 | 0.95% | +82+0.4% | 加碼 |
| New England Research & Management, Inc. | 21,417 | $174.9 萬 | 1.00% | +4,375+25.7% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $176.3 萬 | 0.02% | −1,365−5.4% | 減碼 |
| SevenBridge Financial Group, LLC | 21,695 | $177.2 萬 | 0.46% | +4,745+28.0% | 加碼 |
| CAPROCK Group, Inc. | 21,734 | $177.5 萬 | 0.13% | +1,428+7.0% | 加碼 |
| Atlas Private Wealth Advisors | 21,750 | $177.6 萬 | 0.34% | +12+0.1% | 加碼 |
| Brasada Capital Management, LP | 22,245 | $177.8 萬 | 0.41% | +2,339+11.8% | 加碼 |
| Paralel Advisors LLC | 21,773 | $177.8 萬 | 0.10% | +238+1.1% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $178.0 萬 | 0.08% | 00.0% | 不變 |
| Shell Asset Management Co | 21,849 | $178.4 萬 | 0.07% | −356−1.6% | 減碼 |
| Convergence Investment Partners, LLC | 21,902 | $178.9 萬 | 1.06% | −950−4.2% | 減碼 |
| Cacti Asset Management LLC | 22,000 | $179.1 萬 | 0.17% | 00.0% | 不變 |
| Goodwin Daniel L | 22,000 | $179.7 萬 | 0.87% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 22,218 | $181.5 萬 | 0.09% | −1,306−5.6% | 減碼 |
| Griffin Asset Management, Inc. | 22,265 | $181.8 萬 | 0.26% | −995−4.3% | 減碼 |
| Arrow Financial Corp | 22,358 | $182.6 萬 | 0.21% | +1,817+8.8% | 加碼 |
| Community Bank, N.A. | 22,381 | $182.8 萬 | 0.26% | −351−1.5% | 減碼 |
| Merit Financial Group, LLC | 22,464 | $183.5 萬 | 0.06% | +1,729+8.3% | 加碼 |