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 |
|---|---|---|---|---|---|
| King Wealth | 4,545 | $37.1 萬 | 0.08% | −68−1.5% | 減碼 |
| DT Investment Partners, LLC | 4,536 | $37.0 萬 | 0.04% | 00.0% | 不變 |
| Oak Thistle LLC | 4,522 | $36.9 萬 | 0.11% | +4,522 | 新進 |
| Wagner Wealth Management, LLC | 4,521 | $36.9 萬 | 0.14% | +121+2.8% | 加碼 |
| STAR Financial Bank | 4,515 | $36.9 萬 | 0.38% | −275−5.7% | 減碼 |
| Jackson Creek Investment Advisors LLC | 4,511 | $36.8 萬 | 0.16% | −242−5.1% | 減碼 |
| Operose Advisors LLC | 4,470 | $36.5 萬 | 0.14% | +959+27.3% | 加碼 |
| Baron Wealth Management LLC | 4,462 | $36.4 萬 | 0.23% | +20.0% | 加碼 |
| Zions Bancorporation, N.A. | 4,461 | $36.4 萬 | 0.03% | −29−0.6% | 減碼 |
| Sage Mountain Advisors LLC | 4,452 | $36.4 萬 | 0.05% | −707−13.7% | 減碼 |
| Continuum Advisory, LLC | 4,411 | $36.0 萬 | 0.06% | +221+5.3% | 加碼 |
| Alpha Family Trust | 4,405 | $36.0 萬 | 0.27% | 00.0% | 不變 |
| Mastrapasqua Asset Management Inc | 4,400 | $35.9 萬 | 0.04% | +1,500+51.7% | 加碼 |
| First County Bank | 4,394 | $35.9 萬 | 0.19% | −710−13.9% | 減碼 |
| Allred Capital Management, LLC | 4,383 | $35.8 萬 | 0.18% | +297+7.3% | 加碼 |
| Fortem Financial Group, LLC | 4,378 | $35.8 萬 | 0.21% | −424−8.8% | 減碼 |
| Shepherd Financial Partners LLC | 4,347 | $35.5 萬 | 0.06% | +198+4.8% | 加碼 |
| Mill Creek Capital Advisors, LLC | 4,344 | $35.5 萬 | 0.01% | −732−14.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,336 | $35.4 萬 | 0.02% | +169+4.1% | 加碼 |
| Kaizen Financial Strategies | 4,325 | $35.3 萬 | 0.30% | −343−7.3% | 減碼 |
| Syon Capital LLC | 4,308 | $35.2 萬 | 0.04% | +4,308 | 新進 |
| Smithfield Trust Co | 4,254 | $35.0 萬 | 0.02% | −340−7.4% | 減碼 |
| American National Bank | 4,276 | $34.9 萬 | 0.06% | −1,407−24.8% | 減碼 |
| Waddell & Associates, LLC | 4,271 | $34.9 萬 | 0.05% | −101−2.3% | 減碼 |
| Quantum Financial Advisors, LLC | 4,262 | $34.8 萬 | 0.10% | +692+19.4% | 加碼 |
| Garde Capital, Inc. | 4,254 | $34.7 萬 | 0.03% | +46+1.1% | 加碼 |
| Powell Investment Advisors, LLC | 4,212 | $34.4 萬 | 0.21% | +41+1.0% | 加碼 |
| Skba Capital Management LLC | 4,150 | $33.9 萬 | 0.06% | −1,100−21.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $33.8 萬 | 0.24% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 4,131 | $33.7 萬 | 0.01% | +182+4.6% | 加碼 |
| Grandfield & Dodd, LLC | 4,128 | $33.7 萬 | 0.02% | 00.0% | 不變 |
| Aspiriant, LLC | 4,124 | $33.7 萬 | 0.02% | +880+27.1% | 加碼 |
| Freestone Capital Holdings, LLC | 4,095 | $33.4 萬 | 0.02% | −171−4.0% | 減碼 |
| Destination Wealth Management | 4,090 | $33.4 萬 | 0.01% | −71−1.7% | 減碼 |
| Samalin Investment Counsel, LLC | 4,090 | $33.4 萬 | 0.19% | −245−5.7% | 減碼 |
| Morningstar Investment Management LLC | 4,058 | $33.1 萬 | 0.05% | +553+15.8% | 加碼 |
| CNB Bank | 4,050 | $33.1 萬 | 0.19% | −249−5.8% | 減碼 |
| Wealth Alliance | 4,036 | $33.0 萬 | 0.05% | −553−12.1% | 減碼 |
| Autumn Glory Partners, LLC | 4,005 | $32.7 萬 | 0.20% | +4,005 | 新進 |
| Platte River Wealth Advisors, LLC | 3,995 | $32.6 萬 | 0.12% | +132+3.4% | 加碼 |
| Centric Wealth Management | 3,988 | $32.6 萬 | 0.14% | +2+0.1% | 加碼 |
| Eastern Bank | 3,977 | $32.5 萬 | 0.02% | −14−0.4% | 減碼 |
| Missouri Trust & Investment Co | 3,975 | $32.5 萬 | 0.15% | −86−2.1% | 減碼 |
| First Financial Corp | 3,962 | $32.4 萬 | 0.19% | +3,227+439.0% | 加碼 |
| Forte Capital LLC | 3,940 | $32.2 萬 | 0.05% | +422+12.0% | 加碼 |
| Eudaimonia Partners, LLC | 3,938 | $32.2 萬 | 0.08% | +18+0.5% | 加碼 |
| Farmers National Bank | 3,913 | $32.0 萬 | 0.11% | −132−3.3% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,902 | $31.9 萬 | 0.02% | −1,313−25.2% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,884 | $31.7 萬 | 0.08% | +31+0.8% | 加碼 |
| Regal Investment Advisors LLC | 3,880 | $31.7 萬 | 0.03% | −23−0.6% | 減碼 |
| Rosenberg Matthew Hamilton | 3,854 | $31.5 萬 | 0.10% | −68−1.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 3,839 | $31.4 萬 | 0.00% | +200+5.5% | 加碼 |
| Miracle Mile Advisors, LLC | 3,836 | $31.3 萬 | 0.01% | −84−2.1% | 減碼 |
| Meeder Asset Management Inc | 3,834 | $31.3 萬 | 0.02% | −79−2.0% | 減碼 |
| Park National Corp | 3,818 | $31.2 萬 | 0.01% | −71−1.8% | 減碼 |
| Park Place Capital Corp | 3,802 | $31.1 萬 | 0.09% | +1,368+56.2% | 加碼 |
| Altus Wealth Group LLC | 3,779 | $30.9 萬 | 0.20% | −28−0.7% | 減碼 |
| MCF Advisors LLC | 3,777 | $30.8 萬 | 0.03% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 3,769 | $30.8 萬 | 0.04% | −83−2.2% | 減碼 |
| Overbrook Management Corp | 3,764 | $30.7 萬 | 0.07% | 00.0% | 不變 |
| RMR Wealth Builders | 3,757 | $30.7 萬 | 0.05% | −202−5.1% | 減碼 |
| L2 Asset Management, LLC | 71 | $30.6 萬 | 0.15% | −3,295−97.9% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,741 | $30.6 萬 | 0.21% | +49+1.3% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,740 | $30.5 萬 | 0.24% | −31−0.8% | 減碼 |
| Hollencrest Capital Management | 3,733 | $30.5 萬 | 0.03% | +3+0.1% | 加碼 |
| Farther Finance Advisors, LLC | 3,726 | $30.4 萬 | 0.05% | −943−20.2% | 減碼 |
| Davidson Investment Advisors | 3,724 | $30.4 萬 | 0.02% | 00.0% | 不變 |
| Hudock, Inc. | 3,707 | $30.3 萬 | 0.07% | +13+0.4% | 加碼 |
| Independent Financial Group, LLC | 3,692 | $30.2 萬 | 0.02% | +273+8.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 3,678 | $30.0 萬 | 0.02% | +3,678 | 新進 |
| West Family Investments, Inc. | 3,677 | $30.0 萬 | 0.10% | −1,000−21.4% | 減碼 |
| First Financial Bank - Trust Division | 3,663 | $29.9 萬 | 0.03% | −21−0.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,654 | $29.8 萬 | 0.04% | +534+17.1% | 加碼 |
| Granger Management LLC | 3,646 | $29.8 萬 | 0.13% | −235−6.1% | 減碼 |
| 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 |
| Johnson Investment Counsel Inc | 3,632 | $29.7 萬 | 0.00% | +418+13.0% | 加碼 |
| KG&L Capital Management,LLC | 3,605 | $29.4 萬 | 0.14% | −1,159−24.3% | 減碼 |
| Alta Advisers Ltd | 3,600 | $29.4 萬 | 0.17% | 00.0% | 不變 |
| Alerus Financial NA | 3,594 | $29.4 萬 | 0.03% | −10−0.3% | 減碼 |
| BLB&B Advisors, LLC | 3,593 | $29.3 萬 | 0.02% | −65−1.8% | 減碼 |
| Hoylecohen, LLC | 3,589 | $29.3 萬 | 0.03% | +125+3.6% | 加碼 |
| Measured Wealth Private Client Group, LLC | 3,579 | $29.2 萬 | 0.12% | +29+0.8% | 加碼 |
| Duncker Streett & Co Inc | 3,571 | $29.2 萬 | 0.07% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3,567 | $29.1 萬 | 0.03% | −1,141−24.2% | 減碼 |
| Cohen & Steers, Inc. | 3,553 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 3,547 | $29.0 萬 | 0.01% | +1,100+45.0% | 加碼 |
| Nwam LLC | 3,533 | $28.9 萬 | 0.03% | −291−7.6% | 減碼 |
| Advisory Research Inc | 3,519 | $28.7 萬 | 0.04% | +1,054+42.8% | 加碼 |
| City State Bank | 3,500 | $28.6 萬 | 0.16% | 00.0% | 不變 |
| Accredited Investors Inc. | 3,485 | $28.5 萬 | 0.02% | +3,485 | 新進 |
| Wallace Advisory Group, LLC | 3,322 | $28.4 萬 | 0.20% | +46+1.4% | 加碼 |
| Gryphon Financial Partners LLC | 3,444 | $28.1 萬 | 0.07% | −1,676−32.7% | 減碼 |
| Apriem Advisors | 3,436 | $28.1 萬 | 0.04% | +300+9.6% | 加碼 |
| Cable Hill Partners, LLC | 3,427 | $28.0 萬 | 0.04% | −1,654−32.6% | 減碼 |
| Cedar Brook Financial Partners, LLC | 3,389 | $27.7 萬 | 0.07% | −343−9.2% | 減碼 |
| Advus Financial Partners, LLC | 3,377 | $27.6 萬 | 0.11% | +414+14.0% | 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 |
| Raab & Moskowitz Asset Management LLC | 3,373 | $27.5 萬 | 0.10% | +421+14.3% | 加碼 |