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 |
|---|---|---|---|---|---|
| C2C Wealth Management, LLC | 5,121 | $41.0 萬 | 0.06% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,029 | $41.1 萬 | 0.09% | −292−5.5% | 減碼 |
| Arcataur Capital Management LLC | 5,067 | $41.4 萬 | 0.17% | 00.0% | 不變 |
| Western Wealth Management, LLC | 5,069 | $41.4 萬 | 0.03% | −1,591−23.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,070 | $41.4 萬 | 0.01% | +146+3.0% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $41.5 萬 | 0.03% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 5,092 | $41.6 萬 | 0.06% | +530+11.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,095 | $41.6 萬 | 0.04% | +229+4.7% | 加碼 |
| Rehmann Capital Advisory Group | 5,121 | $41.8 萬 | 0.04% | −558−9.8% | 減碼 |
| Pinnacle Bancorp, Inc. | 5,136 | $41.9 萬 | 0.15% | +478+10.3% | 加碼 |
| First Interstate Bank | 5,150 | $42.1 萬 | 0.04% | −200−3.7% | 減碼 |
| Clearstead Advisors, LLC | 5,191 | $42.4 萬 | 0.03% | −428−7.6% | 減碼 |
| Peoples Bank | 5,205 | $42.5 萬 | 0.28% | +545+11.7% | 加碼 |
| Integris Wealth Management, LLC | 5,231 | $42.7 萬 | 0.14% | +212+4.2% | 加碼 |
| RFG Advisory, LLC | 5,239 | $42.8 萬 | 0.02% | −375−6.7% | 減碼 |
| Eads & Heald Wealth Management | 5,242 | $42.8 萬 | 0.22% | −51−1.0% | 減碼 |
| X-Square Capital, LLC | 5,021 | $42.9 萬 | 0.29% | 00.0% | 不變 |
| PDS Planning, Inc | 5,268 | $43.0 萬 | 0.06% | +58+1.1% | 加碼 |
| Cambridge Trust Co | 5,273 | $43.1 萬 | 0.02% | −631−10.7% | 減碼 |
| Arete Wealth Advisors, LLC | 5,682 | $43.4 萬 | 0.08% | +868+18.0% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,315 | $43.4 萬 | 0.43% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 5,400 | $44.1 萬 | 0.06% | −192−3.4% | 減碼 |
| Riverwater Partners LLC | 5,430 | $44.3 萬 | 0.40% | +561+11.5% | 加碼 |
| Kovack Advisors, Inc. | 5,450 | $44.5 萬 | 0.06% | +70+1.3% | 加碼 |
| Lee Financial Co | 5,464 | $44.6 萬 | 0.08% | +5,303+3,293.8% | 加碼 |
| Financial Advisors, LLC | 5,480 | $44.8 萬 | 0.11% | +4+0.1% | 加碼 |
| Boston Financial Mangement LLC | 5,486 | $44.8 萬 | 0.02% | +14+0.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,506 | $45.0 萬 | 0.06% | +244+4.6% | 加碼 |
| Portman Square Capital LLP | 5,506 | $45.0 萬 | 0.06% | +5,506 | 新進 |
| Aaron Wealth Advisors | 5,530 | $45.2 萬 | 0.06% | −154−2.7% | 減碼 |
| Curbstone Financial Management Corp | 5,532 | $45.2 萬 | 0.11% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 5,549 | $45.3 萬 | 0.03% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 5,550 | $45.3 萬 | 0.09% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 5,561 | $45.4 萬 | 0.09% | −92−1.6% | 減碼 |
| Arkadios Wealth Advisors | 5,576 | $45.5 萬 | 0.04% | +2,152+62.9% | 加碼 |
| Lindbrook Capital, LLC | 5,606 | $45.8 萬 | 0.05% | +563+11.2% | 加碼 |
| BSW Wealth Partners | 5,608 | $45.8 萬 | 0.10% | +358+6.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 5,628 | $45.9 萬 | 0.02% | −802−12.5% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,641 | $46.1 萬 | 0.05% | +18+0.3% | 加碼 |
| Strategic Investment Advisors | 5,649 | $46.1 萬 | 0.08% | −56−1.0% | 減碼 |
| Berger Financial Group, Inc | 5,651 | $46.1 萬 | 0.05% | −125−2.2% | 減碼 |
| Bell Bank | 5,663 | $46.2 萬 | 0.05% | +603+11.9% | 加碼 |
| Catalyst Financial Partners LLC | 5,665 | $46.3 萬 | 0.15% | +438+8.4% | 加碼 |
| Granite Bay Wealth Management, LLC | 5,300 | $46.3 萬 | 0.00% | +5,300 | 新進 |
| Adirondack Trust Co | 5,692 | $46.5 萬 | 0.23% | −17−0.3% | 減碼 |
| NBC Securities, Inc. | 5,694 | $46.5 萬 | 0.05% | +5,694 | 新進 |
| Westover Capital Advisors, LLC | 5,700 | $46.6 萬 | 0.17% | 00.0% | 不變 |
| Wealth Effects LLC | 5,705 | $46.6 萬 | 0.23% | +10.0% | 加碼 |
| Prestige Wealth Management Group LLC | 5,718 | $46.7 萬 | 0.12% | +3,449+152.0% | 加碼 |
| Maven Securities LTD | 5,749 | $47.0 萬 | 0.05% | −2,069−26.5% | 減碼 |
| Heritage Wealth Advisors | 5,759 | $47.0 萬 | 0.03% | +7+0.1% | 加碼 |
| Brown Capital Management LLC | 5,762 | $47.1 萬 | 0.01% | −558−8.8% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 5,772 | $47.1 萬 | 0.16% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 5,787 | $47.3 萬 | 0.05% | +82+1.4% | 加碼 |
| Lavaca Capital LLC | 5,794 | $47.3 萬 | 0.17% | +2,325+67.0% | 加碼 |
| Benjamin Edwards Inc | 5,820 | $47.5 萬 | 0.11% | +5,212+857.2% | 加碼 |
| Strategy Asset Managers LLC | 5,849 | $47.8 萬 | 0.12% | −8,853−60.2% | 減碼 |
| Buffington Mohr McNeal | 5,875 | $48.0 萬 | 0.11% | +3,200+119.6% | 加碼 |
| Ronald Blue Trust, Inc. | 5,624 | $48.1 萬 | 0.01% | +1,315+30.5% | 加碼 |
| Beta Wealth Group, Inc. | 5,904 | $48.2 萬 | 0.29% | +104+1.8% | 加碼 |
| Legacy Capital Group California, Inc. | 5,920 | $48.3 萬 | 0.21% | +50+0.9% | 加碼 |
| Roundview Capital LLC | 5,920 | $48.3 萬 | 0.05% | −735−11.0% | 減碼 |
| Wharton Business Group, LLC | 5,939 | $48.5 萬 | 0.03% | −85−1.4% | 減碼 |
| Advisors Capital Management, LLC | 5,969 | $48.8 萬 | 0.01% | −160−2.6% | 減碼 |
| Chapin Davis, Inc. | 5,986 | $48.9 萬 | 0.23% | −25−0.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 5,992 | $48.9 萬 | 0.02% | −9,044−60.1% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,993 | $48.9 萬 | 0.23% | +43+0.7% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $49.0 萬 | 0.11% | −3,000−33.3% | 減碼 |
| Pacitti Group Inc. | 6,026 | $49.2 萬 | 0.34% | +304+5.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,029 | $49.2 萬 | 0.10% | −251−4.0% | 減碼 |
| Sippican Capital Advisors | 6,051 | $49.4 萬 | 0.45% | 00.0% | 不變 |
| Cipher Capital LP | 6,052 | $49.4 萬 | 0.35% | −37,017−85.9% | 減碼 |
| Salzhauer Michael | 6,067 | $49.5 萬 | 0.54% | −873−12.6% | 減碼 |
| Anchor Investment Management, LLC | 6,090 | $49.7 萬 | 0.06% | −377−5.8% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 6,135 | $50.1 萬 | 0.04% | +20.0% | 加碼 |
| Laidlaw Wealth Management LLC | 6,160 | $50.3 萬 | 0.17% | −8,552−58.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 6,166 | $50.4 萬 | 0.01% | −562−8.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 6,213 | $50.7 萬 | 0.05% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 6,216 | $50.8 萬 | 0.02% | −700−10.1% | 減碼 |
| Garda Capital Partners LP | 6,216 | $50.8 萬 | 0.32% | +6,216 | 新進 |
| Chicago Wealth Management, Inc. | 6,243 | $51.0 萬 | 0.40% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 6,247 | $51.0 萬 | 0.03% | +562+9.9% | 加碼 |
| Levin Capital Strategies, L.P. | 6,250 | $51.0 萬 | 0.06% | +6,250 | 新進 |
| Evergreen Capital Management LLC | 6,259 | $51.1 萬 | 0.02% | +1,158+22.7% | 加碼 |
| Clifford Group, LLC | 6,280 | $51.3 萬 | 0.56% | −592−8.6% | 減碼 |
| CFM Wealth Partners LLC | 6,292 | $51.4 萬 | 0.13% | +1,708+37.3% | 加碼 |
| Lion Street Advisors, LLC | 6,293 | $51.4 萬 | 0.17% | +6,293 | 新進 |
| HWG Holdings LP | 6,300 | $51.5 萬 | 0.29% | −1,697−21.2% | 減碼 |
| Waldron Private Wealth LLC | 6,307 | $51.5 萬 | 0.03% | +85+1.4% | 加碼 |
| KPP Advisory Services LLC | 6,373 | $52.1 萬 | 0.17% | +6,373 | 新進 |
| Brevan Howard Capital Management LP | 6,396 | $52.2 萬 | 0.15% | +6,396 | 新進 |
| Lebenthal Global Advisors, LLC | 6,398 | $52.3 萬 | 0.16% | +1,613+33.7% | 加碼 |
| Park Circle Co | 6,400 | $52.3 萬 | 0.49% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 6,409 | $52.3 萬 | 0.42% | −943−12.8% | 減碼 |
| Visionary Wealth Advisors | 6,416 | $52.4 萬 | 0.04% | +341+5.6% | 加碼 |
| Shufro Rose & Co LLC | 6,420 | $52.4 萬 | 0.05% | −1,000−13.5% | 減碼 |
| DRW Securities, LLC | 6,432 | $52.5 萬 | 0.04% | −3,875−37.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,437 | $52.6 萬 | 0.04% | +10.0% | 加碼 |
| Somerville Kurt F | 6,440 | $52.6 萬 | 0.11% | −200−3.0% | 減碼 |
| Parkside Financial Bank & Trust | 6,446 | $52.6 萬 | 0.12% | +218+3.5% | 加碼 |