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 | $2,180 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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 2,825 | $23.1 萬 | 0.02% | +2,825 | 新進 |
| Kingfisher Capital LLC | 2,826 | $23.1 萬 | 0.06% | 00.0% | 不變 |
| Windsor Group LTD | 2,823 | $23.1 萬 | 0.04% | +3+0.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,830 | $23.1 萬 | 0.08% | −453−13.8% | 減碼 |
| Apexium Financial, LP | 2,836 | $23.2 萬 | 0.02% | −68−2.3% | 減碼 |
| Keel Point, LLC | 2,861 | $23.4 萬 | 0.03% | −264−8.4% | 減碼 |
| Ipswich Investment Management Co., Inc. | 2,868 | $23.4 萬 | 0.06% | −100−3.4% | 減碼 |
| Keystone Financial Group | 2,886 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 2,894 | $23.6 萬 | 0.15% | −1,900−39.6% | 減碼 |
| Gyroscope Capital Management Group, LLC | 2,900 | $23.7 萬 | 0.05% | +200+7.4% | 加碼 |
| Vantage Consulting Group Inc | 2,902 | $23.7 萬 | 0.16% | +60+2.1% | 加碼 |
| Syntax Advisors, LLC | 2,902 | $23.7 萬 | 0.21% | +60+2.1% | 加碼 |
| Valmark Advisers, Inc. | 2,906 | $23.7 萬 | 0.00% | −43−1.5% | 減碼 |
| American State Bank (Iowa) | 2,908 | $23.7 萬 | 0.17% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 2,950 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| NBW Capital LLC | 2,950 | $24.1 萬 | 0.06% | −75−2.5% | 減碼 |
| Enterprise Financial Services Corp | 2,951 | $24.1 萬 | 0.17% | +108+3.8% | 加碼 |
| Independent Solutions Wealth Management, LLC | 2,959 | $24.2 萬 | 0.07% | −299−9.2% | 減碼 |
| Stiles Financial Services Inc | 2,988 | $24.4 萬 | 0.13% | −34−1.1% | 減碼 |
| Navis Wealth Advisors, LLC | 2,992 | $24.4 萬 | 0.35% | +130+4.5% | 加碼 |
| O'Rourke & Company, Inc | 2,994 | $24.5 萬 | 0.18% | +16+0.5% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,000 | $24.5 萬 | 0.00% | −200−6.3% | 減碼 |
| Spirit of America Management Corp | 3,000 | $24.5 萬 | 0.06% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,000 | $24.5 萬 | 0.08% | +3,000 | 新進 |
| Fortis Group Advisors, LLC | 2,794 | $24.5 萬 | 0.08% | +15+0.5% | 加碼 |
| Trilogy Capital Inc. | 3,007 | $24.6 萬 | 0.02% | −41−1.3% | 減碼 |
| Pinebridge Investments, L.P. | 3,010 | $24.6 萬 | 0.00% | −2,272−43.0% | 減碼 |
| Kozak & Associates, Inc. | 3,068 | $24.6 萬 | 0.09% | +46+1.5% | 加碼 |
| Five Oceans Advisors | 3,019 | $24.7 萬 | 0.16% | 00.0% | 不變 |
| Manchester Financial Inc | 3,023 | $24.7 萬 | 0.07% | −205−6.4% | 減碼 |
| Wrapmanager Inc | 3,025 | $24.7 萬 | 0.08% | +250+9.0% | 加碼 |
| Private Capital Management LLC | 3,031 | $24.8 萬 | 0.07% | +275+10.0% | 加碼 |
| Interchange Capital Partners, LLC | 3,036 | $24.8 萬 | 0.20% | +152+5.3% | 加碼 |
| Coastal Investment Advisors, Inc. | 2,911 | $24.9 萬 | 0.06% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 3,047 | $24.9 萬 | 0.09% | −611−16.7% | 減碼 |
| SageView Advisory Group, LLC | 3,052 | $24.9 萬 | 0.01% | +114+3.9% | 加碼 |
| Private Asset Management Inc | 3,082 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Objective Capital Management, LLC | 3,082 | $25.2 萬 | 0.22% | −52−1.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,088 | $25.2 萬 | 0.05% | +102+3.4% | 加碼 |
| Bluefin Capital Management, LLC | 3,100 | $25.3 萬 | 0.02% | +3,100 | 新進 |
| Goldstone Financial Group, LLC | 3,102 | $25.3 萬 | 0.08% | −201−6.1% | 減碼 |
| Focus Financial Network, Inc. | 3,119 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| SOL Capital Management CO | 3,120 | $25.5 萬 | 0.04% | +120+4.0% | 加碼 |
| Strait & Sound Wealth Management LLC | 3,169 | $25.9 萬 | 0.22% | +40+1.3% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,172 | $25.9 萬 | 0.08% | +182+6.1% | 加碼 |
| Bank of Stockton | 3,600 | $25.9 萬 | 0.10% | +3,600 | 新進 |
| Manchester Capital Management LLC | 3,185 | $26.0 萬 | 0.04% | +187+6.2% | 加碼 |
| Avestar Capital, LLC | 3,185 | $26.0 萬 | 0.04% | +522+19.6% | 加碼 |
| Capstone Financial Advisors, Inc. | 3,185 | $26.0 萬 | 0.02% | −290−8.3% | 減碼 |
| Wimmer Associates 1, LLC | 3,188 | $26.0 萬 | 0.16% | 00.0% | 不變 |
| Bridgewater Associates, LP | 3,203 | $26.2 萬 | 0.00% | +3,203 | 新進 |
| Aprio Wealth Management, LLC | 3,221 | $26.3 萬 | 0.07% | +4+0.1% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $26.5 萬 | 0.31% | 00.0% | 不變 |
| Infrastructure Capital Advisors, LLC | 3,250 | $26.5 萬 | 0.05% | −3,062−48.5% | 減碼 |
| Crawford Investment Counsel Inc | 3,267 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 3,273 | $26.7 萬 | 0.04% | −63−1.9% | 減碼 |
| Bank of Hawaii | 3,288 | $26.9 萬 | 0.02% | −3,068−48.3% | 減碼 |
| Richwood Investment Advisors, LLC | 3,293 | $26.9 萬 | 0.27% | −56−1.7% | 減碼 |
| Valley National Advisers Inc | 3,298 | $26.9 萬 | 0.05% | +190+6.1% | 加碼 |
| Marathon Capital Management | 3,307 | $27.0 萬 | 0.07% | +30+0.9% | 加碼 |
| Owen LaRue, LLC | 3,310 | $27.0 萬 | 0.30% | −1,246−27.3% | 減碼 |
| Janney Capital Management LLC | 3,323 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 3,327 | $27.2 萬 | 0.03% | −3,409−50.6% | 減碼 |
| Jackson Square Capital, LLC | 3,333 | $27.2 萬 | 0.11% | 00.0% | 不變 |
| Fiducient Advisors LLC | 3,336 | $27.2 萬 | 0.02% | +3,336 | 新進 |
| Journey Advisory Group, LLC | 3,337 | $27.3 萬 | 0.04% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 3,349 | $27.3 萬 | 0.09% | +3,349 | 新進 |
| First Affirmative Financial Network | 3,360 | $27.4 萬 | 0.27% | +1,018+43.5% | 加碼 |
| Jones Financial Companies LLLP | 3,370 | $27.5 萬 | 0.00% | −3,264−49.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 3,373 | $27.5 萬 | 0.10% | +421+14.3% | 加碼 |
| Bedel Financial Consulting, Inc. | 3,374 | $27.6 萬 | 0.06% | −125−3.6% | 減碼 |
| Bedel Financial Consulting Inc | 3,374 | $27.6 萬 | 0.06% | +3,374 | 新進 |
| Advus Financial Partners, LLC | 3,377 | $27.6 萬 | 0.11% | +414+14.0% | 加碼 |
| Cedar Brook Financial Partners, LLC | 3,389 | $27.7 萬 | 0.07% | −343−9.2% | 減碼 |
| Cable Hill Partners, LLC | 3,427 | $28.0 萬 | 0.04% | −1,654−32.6% | 減碼 |
| Apriem Advisors | 3,436 | $28.1 萬 | 0.04% | +300+9.6% | 加碼 |
| Gryphon Financial Partners LLC | 3,444 | $28.1 萬 | 0.07% | −1,676−32.7% | 減碼 |
| Wallace Advisory Group, LLC | 3,322 | $28.4 萬 | 0.20% | +46+1.4% | 加碼 |
| Accredited Investors Inc. | 3,485 | $28.5 萬 | 0.02% | +3,485 | 新進 |
| City State Bank | 3,500 | $28.6 萬 | 0.16% | 00.0% | 不變 |
| Advisory Research Inc | 3,519 | $28.7 萬 | 0.04% | +1,054+42.8% | 加碼 |
| Nwam LLC | 3,533 | $28.9 萬 | 0.03% | −291−7.6% | 減碼 |
| Circle Wealth Management, LLC | 3,547 | $29.0 萬 | 0.01% | +1,100+45.0% | 加碼 |
| Cohen & Steers, Inc. | 3,553 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3,567 | $29.1 萬 | 0.03% | −1,141−24.2% | 減碼 |
| Duncker Streett & Co Inc | 3,571 | $29.2 萬 | 0.07% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 3,579 | $29.2 萬 | 0.12% | +29+0.8% | 加碼 |
| Hoylecohen, LLC | 3,589 | $29.3 萬 | 0.03% | +125+3.6% | 加碼 |
| BLB&B Advisors, LLC | 3,593 | $29.3 萬 | 0.02% | −65−1.8% | 減碼 |
| Alerus Financial NA | 3,594 | $29.4 萬 | 0.03% | −10−0.3% | 減碼 |
| Alta Advisers Ltd | 3,600 | $29.4 萬 | 0.17% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 3,605 | $29.4 萬 | 0.14% | −1,159−24.3% | 減碼 |
| Johnson Investment Counsel Inc | 3,632 | $29.7 萬 | 0.00% | +418+13.0% | 加碼 |
| Acadian Asset Management LLC | 3,661 | $29.7 萬 | 0.00% | −205,940−98.3% | 減碼 |
| Frisch Financial Group, Inc. | 3,637 | $29.7 萬 | 0.12% | −15−0.4% | 減碼 |
| Granger Management LLC | 3,646 | $29.8 萬 | 0.13% | −235−6.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,654 | $29.8 萬 | 0.04% | +534+17.1% | 加碼 |
| First Financial Bank - Trust Division | 3,663 | $29.9 萬 | 0.03% | −21−0.6% | 減碼 |
| West Family Investments, Inc. | 3,677 | $30.0 萬 | 0.10% | −1,000−21.4% | 減碼 |
| Cape Cod Five Cents Savings Bank | 3,678 | $30.0 萬 | 0.02% | +3,678 | 新進 |