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 2,745 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,181 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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 1,449 | $11.8 萬 | 0.09% | −266−15.5% | 減碼 |
| Rogco, LP | 1,462 | $11.9 萬 | 0.06% | +1,462 | 新進 |
| Monetary Management Group Inc | 1,500 | $12.3 萬 | 0.04% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 1,548 | $12.4 萬 | 0.09% | −57−3.6% | 減碼 |
| Bogart Wealth, LLC | 1,520 | $12.4 萬 | 0.01% | −105−6.5% | 減碼 |
| Proequities, Inc. | 1,526 | $12.5 萬 | 0.01% | −252−14.2% | 減碼 |
| Cutler Group LP | 1,540 | $12.5 萬 | 0.02% | −1,765−53.4% | 減碼 |
| Piscataqua Savings Bank | 1,538 | $12.6 萬 | 0.11% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,548 | $12.6 萬 | 0.01% | +1,370+769.7% | 加碼 |
| Thompson Investment Management, Inc. | 1,562 | $12.8 萬 | 0.02% | 00.0% | 不變 |
| Castleview Partners, LLC | 1,612 | $13.2 萬 | 0.12% | +11+0.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,660 | $13.6 萬 | 0.01% | −326,068−99.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,663 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,700 | $13.9 萬 | 0.02% | −211−11.0% | 減碼 |
| Headinvest, LLC | 1,802 | $14.5 萬 | 0.03% | +1,802 | 新進 |
| IMA Wealth, Inc. | 1,804 | $14.7 萬 | 0.04% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 1,848 | $15.1 萬 | 0.03% | 00.0% | 不變 |
| United Community Bank | 1,858 | $15.2 萬 | 0.07% | +1,858 | 新進 |
| Brown Shipley& Co Ltd | 1,874 | $15.3 萬 | 0.08% | 00.0% | 不變 |
| M&R Capital Management Inc | 1,894 | $15.5 萬 | 0.04% | −574−23.3% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,899 | $15.5 萬 | 0.02% | +14+0.7% | 加碼 |
| Emfo, LLC | 2,000 | $16.3 萬 | 0.15% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 2,107 | $17.2 萬 | 0.05% | +318+17.8% | 加碼 |
| Carmel Capital Partners, LLC | 2,107 | $17.2 萬 | 0.08% | +516+32.4% | 加碼 |
| Boyd Watterson Asset Management LLC | 2,126 | $17.4 萬 | 0.08% | −4−0.2% | 減碼 |
| Harbour Investments, Inc. | 2,137 | $17.5 萬 | 0.01% | −53−2.4% | 減碼 |
| Macroview Investment Management LLC | 2,182 | $17.8 萬 | 0.24% | +2,182 | 新進 |
| Exchange Traded Concepts, LLC | 2,192 | $17.9 萬 | 0.01% | −82,529−97.4% | 減碼 |
| PSI Advisors, LLC | 2,238 | $18.3 萬 | 0.08% | +1,200+115.6% | 加碼 |
| Motco | 2,259 | $18.4 萬 | 0.01% | +76+3.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,266 | $18.5 萬 | 0.00% | +66+3.0% | 加碼 |
| Baystate Wealth Management LLC | 2,287 | $18.7 萬 | 0.02% | +181+8.6% | 加碼 |
| Optimum Investment Advisors | 2,301 | $18.8 萬 | 0.10% | +10.0% | 加碼 |
| AXS Investments LLC | 2,304 | $18.8 萬 | 0.05% | −1,376−37.4% | 減碼 |
| Grove Bank & Trust | 2,323 | $19.0 萬 | 0.04% | +559+31.7% | 加碼 |
| GHP Investment Advisors, Inc. | 2,443 | $19.0 萬 | 0.01% | +142+6.2% | 加碼 |
| Glassman Wealth Services | 2,362 | $19.3 萬 | 0.03% | +57+2.5% | 加碼 |
| Sandy Spring Bank | 2,364 | $19.3 萬 | 0.01% | −178−7.0% | 減碼 |
| Sutton Wealth Advisors Inc. | 2,377 | $19.4 萬 | 0.10% | +61+2.6% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,396 | $19.6 萬 | 0.10% | −172−6.7% | 減碼 |
| Bangor Savings Bank | 2,409 | $19.7 萬 | 0.02% | −116−4.6% | 減碼 |
| Atlas Capital Advisors LLC | 2,416 | $19.7 萬 | 0.03% | 00.0% | 不變 |
| Pflug Koory, LLC | 2,424 | $19.8 萬 | 0.11% | −35−1.4% | 減碼 |
| Norway Savings Bank | 2,453 | $20.0 萬 | 0.10% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 2,470 | $20.2 萬 | 0.05% | −68−2.7% | 減碼 |
| N.E.W. Advisory Services LLC | 2,477 | $20.2 萬 | 0.03% | −85−3.3% | 減碼 |
| Baker Avenue Asset Management, LP | 2,477 | $20.2 萬 | 0.01% | +2+0.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,488 | $20.3 萬 | 0.04% | +4+0.2% | 加碼 |
| Beck Mack & Oliver LLC | 2,500 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| Independence Bank of Kentucky | 2,504 | $20.5 萬 | 0.09% | +405+19.3% | 加碼 |
| Gratus Capital LLC | 2,506 | $20.5 萬 | 0.01% | +2,506 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $20.5 萬 | 0.10% | 00.0% | 不變 |
| Welch Group, LLC | 2,519 | $20.6 萬 | 0.01% | −69−2.7% | 減碼 |
| One Wealth Advisors, LLC | 2,522 | $20.6 萬 | 0.05% | +2,522 | 新進 |
| Flynn Zito Capital Management, LLC | 2,522 | $20.6 萬 | 0.14% | +10.0% | 加碼 |
| Doheny Asset Management | 2,523 | $20.6 萬 | 0.20% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,530 | $20.7 萬 | 0.12% | −242−8.7% | 減碼 |
| WSFS Capital Management, LLC | 2,544 | $20.8 萬 | 0.01% | +2,544 | 新進 |
| McLean Asset Management Corp | 2,602 | $20.8 萬 | 0.09% | +51+2.0% | 加碼 |
| Lifestyle Asset Management, Inc. | 2,570 | $21.0 萬 | 0.13% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 2,590 | $21.2 萬 | 0.02% | +104+4.2% | 加碼 |
| Oakworth Capital, Inc. | 2,593 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| Masso Torrence Wealth Management Inc. | 2,595 | $21.2 萬 | 0.16% | −2,132−45.1% | 減碼 |
| Highlander Capital Management, LLC | 2,600 | $21.2 萬 | 0.08% | +100+4.0% | 加碼 |
| PFG Advisors | 2,596 | $21.2 萬 | 0.02% | +196+8.2% | 加碼 |
| Congress Park Capital LLC | 2,600 | $21.2 萬 | 0.12% | −50−1.9% | 減碼 |
| Kennedy Investment Group | 2,601 | $21.2 萬 | 0.13% | +10+0.4% | 加碼 |
| Northwest Bancshares, Inc. | 2,604 | $21.3 萬 | 0.04% | +2,604 | 新進 |
| Rational Advisors LLC | 2,622 | $21.4 萬 | 0.02% | −598−18.6% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,628 | $21.5 萬 | 0.03% | 00.0% | 不變 |
| Sepio Capital, LP | 2,635 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 2,636 | $21.5 萬 | 0.09% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 2,637 | $21.5 萬 | 0.03% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 2,650 | $21.6 萬 | 0.07% | +2,650 | 新進 |
| Argent Advisors, Inc. | 2,680 | $21.9 萬 | 0.10% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 2,684 | $21.9 萬 | 0.04% | −10,273−79.3% | 減碼 |
| Summit Global Investments | 2,692 | $22.0 萬 | 0.01% | +129+5.0% | 加碼 |
| St Germain D J Co Inc | 2,698 | $22.0 萬 | 0.01% | −1,032−27.7% | 減碼 |
| Jmac Enterprises LLC | 2,700 | $22.1 萬 | 0.05% | +2,700 | 新進 |
| Reik & Co., LLC | 2,703 | $22.1 萬 | 0.06% | 00.0% | 不變 |
| True North Advisors, LLC | 2,709 | $22.1 萬 | 0.07% | −813−23.1% | 減碼 |
| Glen Eagle Advisors, LLC | 2,710 | $22.1 萬 | 0.05% | −238−8.1% | 減碼 |
| Associated Banc-Corp | 2,712 | $22.1 萬 | 0.01% | −37−1.3% | 減碼 |
| Broadleaf Partners, LLC | 2,719 | $22.2 萬 | 0.07% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 2,720 | $22.2 萬 | 0.20% | +2,720 | 新進 |
| Pathway Financial Advisors LLC | 2,737 | $22.4 萬 | 0.08% | 00.0% | 不變 |
| Key Financial Inc | 2,754 | $22.5 萬 | 0.08% | +3+0.1% | 加碼 |
| Fulcrum Capital LLC | 2,759 | $22.5 萬 | 0.07% | +2,759 | 新進 |
| Pinnacle Financial Partners Inc | 2,761 | $22.5 萬 | 0.01% | −593−17.7% | 減碼 |
| Willow Creek Wealth Management Inc. | 2,763 | $22.6 萬 | 0.03% | +10.0% | 加碼 |
| Eagle Strategies LLC | 2,763 | $22.6 萬 | 0.06% | +10.0% | 加碼 |
| DGS Capital Management, LLC | 2,770 | $22.6 萬 | 0.11% | −489−15.0% | 減碼 |
| Resonant Capital Advisors, LLC | 2,793 | $22.8 萬 | 0.02% | −69−2.4% | 減碼 |
| Annapolis Financial Services, LLC | 2,797 | $22.8 萬 | 0.07% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,798 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,809 | $22.9 萬 | 0.12% | +2,809 | 新進 |
| Relative Value Partners Group, LLC | 2,810 | $22.9 萬 | 0.02% | +2,810 | 新進 |
| Bragg Financial Advisors, Inc | 2,821 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Girard Partners Ltd. | 2,822 | $23.1 萬 | 0.03% | +10+0.4% | 加碼 |