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 |
|---|---|---|---|---|---|
| Pacitti Group Inc. | 6,026 | $49.2 萬 | 0.34% | +304+5.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $49.0 萬 | 0.11% | −3,000−33.3% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,993 | $48.9 萬 | 0.23% | +43+0.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 5,992 | $48.9 萬 | 0.02% | −9,044−60.1% | 減碼 |
| Chapin Davis, Inc. | 5,986 | $48.9 萬 | 0.23% | −25−0.4% | 減碼 |
| Advisors Capital Management, LLC | 5,969 | $48.8 萬 | 0.01% | −160−2.6% | 減碼 |
| Wharton Business Group, LLC | 5,939 | $48.5 萬 | 0.03% | −85−1.4% | 減碼 |
| Roundview Capital LLC | 5,920 | $48.3 萬 | 0.05% | −735−11.0% | 減碼 |
| Legacy Capital Group California, Inc. | 5,920 | $48.3 萬 | 0.21% | +50+0.9% | 加碼 |
| Beta Wealth Group, Inc. | 5,904 | $48.2 萬 | 0.29% | +104+1.8% | 加碼 |
| Ronald Blue Trust, Inc. | 5,624 | $48.1 萬 | 0.01% | +1,315+30.5% | 加碼 |
| Buffington Mohr McNeal | 5,875 | $48.0 萬 | 0.11% | +3,200+119.6% | 加碼 |
| Strategy Asset Managers LLC | 5,849 | $47.8 萬 | 0.12% | −8,853−60.2% | 減碼 |
| Benjamin Edwards Inc | 5,820 | $47.5 萬 | 0.11% | +5,212+857.2% | 加碼 |
| Lavaca Capital LLC | 5,794 | $47.3 萬 | 0.17% | +2,325+67.0% | 加碼 |
| Essex Financial Services, Inc. | 5,787 | $47.3 萬 | 0.05% | +82+1.4% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 5,772 | $47.1 萬 | 0.16% | 00.0% | 不變 |
| Brown Capital Management LLC | 5,762 | $47.1 萬 | 0.01% | −558−8.8% | 減碼 |
| Heritage Wealth Advisors | 5,759 | $47.0 萬 | 0.03% | +7+0.1% | 加碼 |
| Maven Securities LTD | 5,749 | $47.0 萬 | 0.05% | −2,069−26.5% | 減碼 |
| Prestige Wealth Management Group LLC | 5,718 | $46.7 萬 | 0.12% | +3,449+152.0% | 加碼 |
| Wealth Effects LLC | 5,705 | $46.6 萬 | 0.23% | +10.0% | 加碼 |
| Westover Capital Advisors, LLC | 5,700 | $46.6 萬 | 0.17% | 00.0% | 不變 |
| NBC Securities, Inc. | 5,694 | $46.5 萬 | 0.05% | +5,694 | 新進 |
| Adirondack Trust Co | 5,692 | $46.5 萬 | 0.23% | −17−0.3% | 減碼 |
| Granite Bay Wealth Management, LLC | 5,300 | $46.3 萬 | 0.00% | +5,300 | 新進 |
| Catalyst Financial Partners LLC | 5,665 | $46.3 萬 | 0.15% | +438+8.4% | 加碼 |
| Bell Bank | 5,663 | $46.2 萬 | 0.05% | +603+11.9% | 加碼 |
| Berger Financial Group, Inc | 5,651 | $46.1 萬 | 0.05% | −125−2.2% | 減碼 |
| Strategic Investment Advisors | 5,649 | $46.1 萬 | 0.08% | −56−1.0% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,641 | $46.1 萬 | 0.05% | +18+0.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 5,628 | $45.9 萬 | 0.02% | −802−12.5% | 減碼 |
| BSW Wealth Partners | 5,608 | $45.8 萬 | 0.10% | +358+6.8% | 加碼 |
| Lindbrook Capital, LLC | 5,606 | $45.8 萬 | 0.05% | +563+11.2% | 加碼 |
| Arkadios Wealth Advisors | 5,576 | $45.5 萬 | 0.04% | +2,152+62.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,561 | $45.4 萬 | 0.09% | −92−1.6% | 減碼 |
| LS Investment Advisors, LLC | 5,550 | $45.3 萬 | 0.09% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 5,549 | $45.3 萬 | 0.03% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 5,532 | $45.2 萬 | 0.11% | 00.0% | 不變 |
| Aaron Wealth Advisors | 5,530 | $45.2 萬 | 0.06% | −154−2.7% | 減碼 |
| Portman Square Capital LLP | 5,506 | $45.0 萬 | 0.06% | +5,506 | 新進 |
| Strategic Wealth Partners, Ltd. | 5,506 | $45.0 萬 | 0.06% | +244+4.6% | 加碼 |
| Boston Financial Mangement LLC | 5,486 | $44.8 萬 | 0.02% | +14+0.3% | 加碼 |
| Financial Advisors, LLC | 5,480 | $44.8 萬 | 0.11% | +4+0.1% | 加碼 |
| Lee Financial Co | 5,464 | $44.6 萬 | 0.08% | +5,303+3,293.8% | 加碼 |
| Kovack Advisors, Inc. | 5,450 | $44.5 萬 | 0.06% | +70+1.3% | 加碼 |
| Riverwater Partners LLC | 5,430 | $44.3 萬 | 0.40% | +561+11.5% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,400 | $44.1 萬 | 0.06% | −192−3.4% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,315 | $43.4 萬 | 0.43% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,682 | $43.4 萬 | 0.08% | +868+18.0% | 加碼 |
| Cambridge Trust Co | 5,273 | $43.1 萬 | 0.02% | −631−10.7% | 減碼 |
| PDS Planning, Inc | 5,268 | $43.0 萬 | 0.06% | +58+1.1% | 加碼 |
| X-Square Capital, LLC | 5,021 | $42.9 萬 | 0.29% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 5,242 | $42.8 萬 | 0.22% | −51−1.0% | 減碼 |
| RFG Advisory, LLC | 5,239 | $42.8 萬 | 0.02% | −375−6.7% | 減碼 |
| Integris Wealth Management, LLC | 5,231 | $42.7 萬 | 0.14% | +212+4.2% | 加碼 |
| Peoples Bank | 5,205 | $42.5 萬 | 0.28% | +545+11.7% | 加碼 |
| Clearstead Advisors, LLC | 5,191 | $42.4 萬 | 0.03% | −428−7.6% | 減碼 |
| First Interstate Bank | 5,150 | $42.1 萬 | 0.04% | −200−3.7% | 減碼 |
| Pinnacle Bancorp, Inc. | 5,136 | $41.9 萬 | 0.15% | +478+10.3% | 加碼 |
| Rehmann Capital Advisory Group | 5,121 | $41.8 萬 | 0.04% | −558−9.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,095 | $41.6 萬 | 0.04% | +229+4.7% | 加碼 |
| SlateStone Wealth, LLC | 5,092 | $41.6 萬 | 0.06% | +530+11.6% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $41.5 萬 | 0.03% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 5,070 | $41.4 萬 | 0.01% | +146+3.0% | 加碼 |
| Western Wealth Management, LLC | 5,069 | $41.4 萬 | 0.03% | −1,591−23.9% | 減碼 |
| Arcataur Capital Management LLC | 5,067 | $41.4 萬 | 0.17% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,029 | $41.1 萬 | 0.09% | −292−5.5% | 減碼 |
| C2C Wealth Management, LLC | 5,121 | $41.0 萬 | 0.06% | 00.0% | 不變 |
| HBW Advisory Services LLC | 4,994 | $40.8 萬 | 0.09% | +1,401+39.0% | 加碼 |
| Colonial River Wealth Management, LLC | 4,987 | $40.7 萬 | 0.27% | +4,987 | 新進 |
| Allstate Corp | 4,986 | $40.7 萬 | 0.02% | 00.0% | 不變 |
| Foster Dykema Cabot & Co Inc | 4,968 | $40.6 萬 | 0.05% | −4,971−50.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 4,968 | $40.6 萬 | 0.00% | −1,500−23.2% | 減碼 |
| Executive Wealth Group LLC | 4,963 | $40.5 萬 | 0.29% | +48+1.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 4,961 | $40.5 萬 | 0.22% | 00.0% | 不變 |
| Davis R M Inc | 4,948 | $40.4 萬 | 0.01% | 00.0% | 不變 |
| ASB Consultores, LLC | 4,906 | $40.1 萬 | 0.16% | −1,104−18.4% | 減碼 |
| Main Street Financial Solutions, LLC | 4,834 | $39.5 萬 | 0.06% | +118+2.5% | 加碼 |
| Insight 2811, Inc. | 4,826 | $39.4 萬 | 0.22% | −237−4.7% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 4,821 | $39.4 萬 | 0.13% | +38+0.8% | 加碼 |
| Arista Wealth Management, LLC | 4,815 | $39.3 萬 | 0.15% | 00.0% | 不變 |
| Jump Financial, LLC | 4,814 | $39.3 萬 | 0.01% | +323+7.2% | 加碼 |
| Vivaldi Capital Management, LLC | 4,807 | $39.3 萬 | 0.13% | +103+2.2% | 加碼 |
| Tanager Wealth Management LLP | 4,804 | $39.2 萬 | 0.08% | +52+1.1% | 加碼 |
| Ropes Wealth Advisors LLC | 4,781 | $39.0 萬 | 0.08% | +1,753+57.9% | 加碼 |
| Hexagon Capital Partners LLC | 4,779 | $39.0 萬 | 0.10% | +529+12.4% | 加碼 |
| Ledyard National Bank | 4,741 | $38.7 萬 | 0.04% | 00.0% | 不變 |
| Dimension Capital Management LLC | 4,736 | $38.7 萬 | 0.09% | −22,204−82.4% | 減碼 |
| Marcum Wealth, LLC | 4,734 | $38.7 萬 | 0.05% | −60−1.3% | 減碼 |
| Everhart Financial Group, Inc. | 4,734 | $38.7 萬 | 0.16% | +381+8.8% | 加碼 |
| IPG Investment Advisors LLC | 4,723 | $38.6 萬 | 0.08% | +48+1.0% | 加碼 |
| HBK Sorce Advisory LLC | 4,713 | $38.5 萬 | 0.02% | −291−5.8% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 4,710 | $38.5 萬 | 0.08% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 4,672 | $38.2 萬 | 0.33% | +774+19.9% | 加碼 |
| Beverly Hills Private Wealth, LLC | 4,666 | $38.1 萬 | 0.11% | −73−1.5% | 減碼 |
| Cantor Fitzgerald, L. P. | 4,660 | $38.1 萬 | 0.01% | +1,862+66.5% | 加碼 |
| Addison Advisors LLC | 4,608 | $37.6 萬 | 0.18% | +21+0.5% | 加碼 |
| RSM US Wealth Management LLC | 4,577 | $37.4 萬 | 0.01% | +187+4.3% | 加碼 |
| Viawealth, LLC | 4,548 | $37.1 萬 | 0.27% | −257−5.3% | 減碼 |