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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 7,603 | $62.1 萬 | 0.16% | +98+1.3% | 加碼 |
| Voya Financial Advisors, Inc. | 7,492 | $61.6 萬 | 0.08% | −134−1.8% | 減碼 |
| Auto-Owners Insurance Co | 7,500 | $61.3 萬 | 0.02% | 00.0% | 不變 |
| Cooper Financial Group | 7,499 | $61.2 萬 | 0.15% | −20−0.3% | 減碼 |
| Claro Advisors LLC | 7,485 | $61.1 萬 | 0.15% | +303+4.2% | 加碼 |
| ING Groep NV | 7,484 | $61.1 萬 | 0.01% | +7,484 | 新進 |
| Shulman DeMeo Asset Management LLC | 7,429 | $60.7 萬 | 0.20% | −996−11.8% | 減碼 |
| Hilltop Holdings Inc. | 7,418 | $60.6 萬 | 0.08% | −134−1.8% | 減碼 |
| KLCM Advisors, Inc. | 7,410 | $60.5 萬 | 0.11% | +46+0.6% | 加碼 |
| Strategic Blueprint, LLC | 7,408 | $60.5 萬 | 0.06% | +191+2.6% | 加碼 |
| Americana Partners, LLC | 7,407 | $60.5 萬 | 0.07% | +2,473+50.1% | 加碼 |
| DFPG Investments, LLC | 8,148 | $60.5 萬 | 0.06% | −3,105−27.6% | 減碼 |
| Sentry Investment Management LLC | 7,382 | $60.3 萬 | 0.29% | −1,788−19.5% | 減碼 |
| Bremer Bank National Association | 7,356 | $60.1 萬 | 0.12% | −205−2.7% | 減碼 |
| Renaissance Investment Group LLC | 7,340 | $59.9 萬 | 0.17% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 7,337 | $59.9 萬 | 0.04% | +4,429+152.3% | 加碼 |
| Personal Cfo Solutions, LLC | 7,317 | $59.8 萬 | 0.12% | +152+2.1% | 加碼 |
| Hills Bank & Trust Co | 7,304 | $59.7 萬 | 0.07% | −40−0.5% | 減碼 |
| LVW Advisors, LLC | 7,301 | $59.6 萬 | 0.13% | +7,301 | 新進 |
| Titleist Asset Management, LLC | 7,271 | $59.4 萬 | 0.12% | +7,271 | 新進 |
| Financial Management Professionals, Inc. | 7,239 | $59.1 萬 | 0.10% | −360−4.7% | 減碼 |
| Herold Advisors, Inc. | 7,231 | $59.1 萬 | 0.18% | +3,447+91.1% | 加碼 |
| Robotti Robert | 7,215 | $58.9 萬 | 0.09% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 7,211 | $58.9 萬 | 0.02% | +529+7.9% | 加碼 |
| Mechanics Financial Corp | 7,201 | $58.8 萬 | 0.32% | 00.0% | 不變 |
| Lloyd Advisory Services, LLC. | 7,198 | $58.8 萬 | 0.19% | +7,198 | 新進 |
| Norden Group LLC | 7,198 | $58.8 萬 | 0.19% | +7,198 | 新進 |
| Hyman Charles D | 7,188 | $58.7 萬 | 0.04% | +31+0.4% | 加碼 |
| Empower Advisory Group, LLC | 7,174 | $58.6 萬 | 0.00% | +49+0.7% | 加碼 |
| BKD Wealth Advisors, LLC | 7,171 | $58.6 萬 | 0.02% | −647−8.3% | 減碼 |
| Penserra Capital Management LLC | 7,175 | $58.5 萬 | 0.01% | −1,285−15.2% | 減碼 |
| Mission Wealth Management, LP | 7,153 | $58.4 萬 | 0.02% | +293+4.3% | 加碼 |
| LexAurum Advisors, LLC | 7,128 | $58.2 萬 | 0.17% | +7,128 | 新進 |
| Welch & Forbes LLC | 7,116 | $58.1 萬 | 0.01% | +155+2.2% | 加碼 |
| Denali Advisors LLC | 7,100 | $58.0 萬 | 0.20% | +7,100 | 新進 |
| XY Capital Ltd | 7,080 | $57.8 萬 | 0.53% | +7,080 | 新進 |
| Sunbelt Securities, Inc. | 7,054 | $57.6 萬 | 0.08% | +37+0.5% | 加碼 |
| NBT Bank N A | 7,042 | $57.5 萬 | 0.06% | +4,060+136.2% | 加碼 |
| Orion Capital Management LLC | 7,019 | $57.3 萬 | 0.37% | +2,599+58.8% | 加碼 |
| Caerus Investment Advisors, LLC | 7,010 | $57.3 萬 | 0.59% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 7,005 | $57.2 萬 | 0.52% | −225−3.1% | 減碼 |
| West Oak Capital, LLC | 6,997 | $57.1 萬 | 0.28% | +240+3.6% | 加碼 |
| Balentine LLC | 6,974 | $57.0 萬 | 0.02% | −9−0.1% | 減碼 |
| Texas Capital Bancshares Inc | 6,938 | $56.7 萬 | 0.31% | +22+0.3% | 加碼 |
| IFG Advisors, LLC | 6,932 | $56.6 萬 | 0.20% | 00.0% | 不變 |
| HM Payson & Co | 6,922 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Orca Investment Management, LLC | 6,922 | $56.5 萬 | 0.63% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,916 | $56.5 萬 | 0.30% | −21−0.3% | 減碼 |
| Breakwater Capital Group | 7,955 | $56.4 萬 | 0.19% | +1,281+19.2% | 加碼 |
| TriaGen Wealth Management LLC | 6,905 | $56.4 萬 | 0.29% | 00.0% | 不變 |
| Evoke Wealth, LLC | 6,844 | $55.9 萬 | 0.02% | −682−9.1% | 減碼 |
| AlphaCore Capital LLC | 6,822 | $55.7 萬 | 0.09% | −211−3.0% | 減碼 |
| Kingsview Wealth Management, LLC | 6,785 | $55.4 萬 | 0.02% | +1,070+18.7% | 加碼 |
| Concord Asset Management, LLC | 6,754 | $55.2 萬 | 0.18% | +1,550+29.8% | 加碼 |
| Los Angeles Capital Management LLC | 6,752 | $55.1 萬 | 0.00% | −427−5.9% | 減碼 |
| Lake Street Financial LLC | 6,686 | $55.0 萬 | 0.10% | +43+0.6% | 加碼 |
| Canton Hathaway, LLC | 6,725 | $54.9 萬 | 0.17% | 00.0% | 不變 |
| Graypoint LLC | 6,698 | $54.7 萬 | 0.05% | +647+10.7% | 加碼 |
| Empire Financial Management Company, LLC | 6,651 | $54.3 萬 | 0.24% | +6,651 | 新進 |
| Corton Capital Inc. | 6,629 | $54.1 萬 | 0.27% | +133+2.0% | 加碼 |
| Monograph Wealth Advisors, LLC | 6,620 | $54.1 萬 | 0.11% | +6,620 | 新進 |
| Bahl & Gaynor Inc | 6,613 | $54.0 萬 | 0.00% | +1,234+22.9% | 加碼 |
| Harbor Advisors LLC | 6,608 | $54.0 萬 | 0.12% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 6,597 | $53.9 萬 | 0.01% | +2,447+59.0% | 加碼 |
| Arbor Investment Advisors, LLC | 6,570 | $53.7 萬 | 0.09% | +15+0.2% | 加碼 |
| Colony Group LLC | 6,520 | $53.2 萬 | 0.01% | −508−7.2% | 減碼 |
| Rothschild Investment Corp | 6,508 | $53.2 萬 | 0.04% | +1,173+22.0% | 加碼 |
| Lee Danner & Bass Inc | 6,488 | $53.0 萬 | 0.05% | 00.0% | 不變 |
| Carlson Capital Management | 6,459 | $52.7 萬 | 0.03% | +365+6.0% | 加碼 |
| Parkside Financial Bank & Trust | 6,446 | $52.6 萬 | 0.12% | +218+3.5% | 加碼 |
| Somerville Kurt F | 6,440 | $52.6 萬 | 0.11% | −200−3.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,437 | $52.6 萬 | 0.04% | +10.0% | 加碼 |
| DRW Securities, LLC | 6,432 | $52.5 萬 | 0.04% | −3,875−37.6% | 減碼 |
| Shufro Rose & Co LLC | 6,420 | $52.4 萬 | 0.05% | −1,000−13.5% | 減碼 |
| Visionary Wealth Advisors | 6,416 | $52.4 萬 | 0.04% | +341+5.6% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,409 | $52.3 萬 | 0.42% | −943−12.8% | 減碼 |
| Park Circle Co | 6,400 | $52.3 萬 | 0.49% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 6,398 | $52.3 萬 | 0.16% | +1,613+33.7% | 加碼 |
| Brevan Howard Capital Management LP | 6,396 | $52.2 萬 | 0.15% | +6,396 | 新進 |
| KPP Advisory Services LLC | 6,373 | $52.1 萬 | 0.17% | +6,373 | 新進 |
| Waldron Private Wealth LLC | 6,307 | $51.5 萬 | 0.03% | +85+1.4% | 加碼 |
| HWG Holdings LP | 6,300 | $51.5 萬 | 0.29% | −1,697−21.2% | 減碼 |
| Lion Street Advisors, LLC | 6,293 | $51.4 萬 | 0.17% | +6,293 | 新進 |
| CFM Wealth Partners LLC | 6,292 | $51.4 萬 | 0.13% | +1,708+37.3% | 加碼 |
| Clifford Group, LLC | 6,280 | $51.3 萬 | 0.56% | −592−8.6% | 減碼 |
| Evergreen Capital Management LLC | 6,259 | $51.1 萬 | 0.02% | +1,158+22.7% | 加碼 |
| Levin Capital Strategies, L.P. | 6,250 | $51.0 萬 | 0.06% | +6,250 | 新進 |
| Wealthsource Partners, LLC | 6,247 | $51.0 萬 | 0.03% | +562+9.9% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $51.0 萬 | 0.40% | 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 |
| Clear Harbor Asset Management, LLC | 6,213 | $50.7 萬 | 0.05% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 6,166 | $50.4 萬 | 0.01% | −562−8.4% | 減碼 |
| Laidlaw Wealth Management LLC | 6,160 | $50.3 萬 | 0.17% | −8,552−58.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 6,135 | $50.1 萬 | 0.04% | +20.0% | 加碼 |
| Anchor Investment Management, LLC | 6,090 | $49.7 萬 | 0.06% | −377−5.8% | 減碼 |
| Salzhauer Michael | 6,067 | $49.5 萬 | 0.54% | −873−12.6% | 減碼 |
| Cipher Capital LP | 6,052 | $49.4 萬 | 0.35% | −37,017−85.9% | 減碼 |
| Sippican Capital Advisors | 6,051 | $49.4 萬 | 0.45% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 6,029 | $49.2 萬 | 0.10% | −251−4.0% | 減碼 |