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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 80,635 | $658.6 萬 | 0.12% | +5,580+7.4% | 加碼 |
| White Pine Investment CO | 80,423 | $656.8 萬 | 2.31% | −297−0.4% | 減碼 |
| AE Wealth Management LLC | 80,402 | $656.6 萬 | 0.04% | −14,642−15.4% | 減碼 |
| Greystone Financial Group, LLC | 80,297 | $655.8 萬 | 1.64% | +32,543+68.1% | 加碼 |
| Private Advisor Group, LLC | 80,233 | $655.3 萬 | 0.06% | +513+0.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 80,035 | $653.6 萬 | 0.15% | +21,563+36.9% | 加碼 |
| DCM Advisors, LLC | 79,857 | $652.2 萬 | 2.95% | −722−0.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 79,471 | $649.0 萬 | 0.13% | +1,294+1.7% | 加碼 |
| Burns J W & Co Inc | 79,170 | $646.6 萬 | 1.05% | −250.0% | 減碼 |
| Louisiana State Employees Retirement System | 79,100 | $646.0 萬 | 0.15% | −1,500−1.9% | 減碼 |
| Hourglass Capital, LLC | 78,537 | $641.4 萬 | 2.26% | −205−0.3% | 減碼 |
| D.A. Davidson & Co. | 76,996 | $628.8 萬 | 0.07% | +780+1.0% | 加碼 |
| Montag A & Associates Inc | 76,820 | $627.4 萬 | 0.40% | +3,965+5.4% | 加碼 |
| Cresset Asset Management, LLC | 76,703 | $626.4 萬 | 0.04% | −1,877−2.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 76,076 | $621.3 萬 | 0.57% | +193+0.3% | 加碼 |
| SG Americas Securities, LLC | 75,301 | $615.0 萬 | 0.08% | −30,666−28.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 75,295 | $614.9 萬 | 2.83% | +566+0.8% | 加碼 |
| Advocate Group LLC | 74,993 | $612.5 萬 | 1.42% | +1,574+2.1% | 加碼 |
| Howe & Rusling Inc | 73,792 | $602.7 萬 | 0.71% | −2,643−3.5% | 減碼 |
| Banque Pictet & Cie SA | 73,583 | $601.0 萬 | 0.07% | +2,020+2.8% | 加碼 |
| Avitas Wealth Management LLC | 73,492 | $600.2 萬 | 1.14% | −225−0.3% | 減碼 |
| Lyell Wealth Management, LP | 73,342 | $599.0 萬 | 0.81% | −1,192−1.6% | 減碼 |
| Oliver Luxxe Assets LLC | 73,088 | $596.9 萬 | 1.53% | +948+1.3% | 加碼 |
| Logan Capital Management Inc | 72,998 | $596.2 萬 | 0.30% | −4,817−6.2% | 減碼 |
| Natixis | 72,519 | $592.3 萬 | 0.05% | +27,526+61.2% | 加碼 |
| Hennessy Advisors Inc | 71,900 | $587.2 萬 | 0.41% | −6,700−8.5% | 減碼 |
| Cyrus J. Lawrence, LLC | 71,809 | $586.4 萬 | 1.61% | +604+0.8% | 加碼 |
| Baugh & Associates, LLC | 71,539 | $584.3 萬 | 3.65% | −140−0.2% | 減碼 |
| Eisler Capital (US) LLC | 71,305 | $582.3 萬 | 2.14% | +71,305 | 新進 |
| Ballentine Partners, LLC | 70,546 | $576.1 萬 | 0.14% | −70−0.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 69,127 | $564.6 萬 | 0.71% | −11,365−14.1% | 減碼 |
| Stonegate Investment Group, LLC | 68,994 | $563.5 萬 | 0.20% | −2,110−3.0% | 減碼 |
| German American Bancorp, Inc. | 68,542 | $559.8 萬 | 0.81% | +668+1.0% | 加碼 |
| Bokf, NA | 78,893 | $558.7 萬 | 0.12% | −12,437−13.6% | 減碼 |
| Integrated Advisors Network LLC | 67,847 | $554.1 萬 | 0.34% | −1,967−2.8% | 減碼 |
| New Mexico Educational Retirement Board | 67,810 | $553.8 萬 | 0.24% | +4,300+6.8% | 加碼 |
| Baxter Bros Inc | 67,093 | $547.9 萬 | 0.83% | +1,509+2.3% | 加碼 |
| Albion Financial Group | 66,567 | $543.7 萬 | 0.50% | +6,067+10.0% | 加碼 |
| Verition Fund Management LLC | 66,353 | $541.9 萬 | 0.07% | +49,165+286.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 66,292 | $541.4 萬 | 0.17% | +13,348+25.2% | 加碼 |
| Amica Mutual Insurance Co | 66,212 | $540.8 萬 | 0.64% | −11,221−14.5% | 減碼 |
| Avantax Advisory Services, Inc. | 66,166 | $540.4 萬 | 0.06% | +2,440+3.8% | 加碼 |
| Principal Street Partners, LLC | 66,068 | $539.6 萬 | 1.07% | −543−0.8% | 減碼 |
| Hudson Valley Investment Advisors Inc | 65,930 | $538.4 萬 | 0.76% | +1,274+2.0% | 加碼 |
| Zenyatta Capital Management LP | 65,000 | $530.9 萬 | 2.88% | +57,500+766.7% | 加碼 |
| Telemus Capital, LLC | 64,437 | $526.3 萬 | 0.49% | −26,275−29.0% | 減碼 |
| Advisor Partners II, LLC | 64,125 | $523.7 萬 | 0.21% | −80−0.1% | 減碼 |
| Coronation Fund Managers Ltd. | 63,690 | $520.2 萬 | 0.16% | −3,952−5.8% | 減碼 |
| Lido Advisors, LLC | 62,974 | $514.3 萬 | 0.06% | +1,421+2.3% | 加碼 |
| Becker Capital Management Inc | 62,938 | $514.0 萬 | 0.20% | +395+0.6% | 加碼 |
| Iowa State Bank | 62,685 | $511.9 萬 | 1.33% | −1,374−2.1% | 減碼 |
| D L Carlson Investment Group Inc | 62,472 | $510.2 萬 | 1.03% | −433−0.7% | 減碼 |
| Assenagon Asset Management S.A. | 62,443 | $510.0 萬 | 0.02% | +1,431+2.3% | 加碼 |
| iA Global Asset Management Inc. | 61,980 | $506.2 萬 | 0.13% | +2,450+4.1% | 加碼 |
| Signet Financial Management, LLC | 61,507 | $502.3 萬 | 0.83% | −1,852−2.9% | 減碼 |
| Illinois Municipal Retirement Fund | 61,276 | $500.4 萬 | 0.09% | 00.0% | 不變 |
| Meyer Handelman Co | 61,106 | $499.1 萬 | 0.20% | +3,300+5.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 60,161 | $491.3 萬 | 0.06% | +21,446+55.4% | 加碼 |
| Glenview Trust Co | 59,517 | $486.1 萬 | 0.13% | +849+1.4% | 加碼 |
| Banque Cantonale Vaudoise | 59,424 | $485.4 萬 | 0.24% | −1,011−1.7% | 減碼 |
| Private Wealth Partners, LLC | 59,301 | $484.3 萬 | 0.46% | +3,202+5.7% | 加碼 |
| Cito Capital Group, LLC | 58,805 | $480.3 萬 | 2.32% | +900+1.6% | 加碼 |
| Foundations Investment Advisors, LLC | 58,430 | $477.2 萬 | 0.15% | +3,538+6.4% | 加碼 |
| Metis Global Partners, LLC | 58,253 | $475.8 萬 | 0.23% | +8,945+18.1% | 加碼 |
| TownSquare Capital, LLC | 57,695 | $471.2 萬 | 0.09% | +772+1.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 57,526 | $469.8 萬 | 0.18% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 57,504 | $469.6 萬 | 0.43% | 00.0% | 不變 |
| Heritage Trust Co | 57,444 | $469.1 萬 | 0.73% | −161−0.3% | 減碼 |
| Providence Capital Advisors, LLC | 57,326 | $468.2 萬 | 1.23% | +1,426+2.6% | 加碼 |
| Old Second National Bank of Aurora | 57,030 | $465.8 萬 | 1.42% | −1,691−2.9% | 減碼 |
| Coldstream Capital Management Inc | 56,858 | $464.4 萬 | 0.15% | −2,622−4.4% | 減碼 |
| Sandy Cove Advisors, LLC | 56,751 | $463.5 萬 | 2.68% | +200.0% | 加碼 |
| Geller Advisors LLC | 56,245 | $459.4 萬 | 0.53% | −687−1.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 56,172 | $458.8 萬 | 0.08% | +18,172+47.8% | 加碼 |
| Parallel Advisors, LLC | 56,057 | $457.8 萬 | 0.15% | +13,244+30.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 55,391 | $452.4 萬 | 0.07% | +15,208+37.8% | 加碼 |
| Stephens Inc | 55,384 | $452.3 萬 | 0.09% | −16,864−23.3% | 減碼 |
| Caas Capital Management LP | 54,554 | $445.5 萬 | 0.99% | +54,554 | 新進 |
| First Hawaiian Bank | 53,978 | $440.8 萬 | 0.15% | +4,729+9.6% | 加碼 |
| Northern Oak Wealth Management Inc | 53,713 | $438.7 萬 | 0.55% | −10,289−16.1% | 減碼 |
| GQG Partners LLC | 53,311 | $435.4 萬 | 0.01% | +14,792+38.4% | 加碼 |
| Elk River Wealth Management, LLC | 53,081 | $433.5 萬 | 0.96% | −1,731−3.2% | 減碼 |
| Bernzott Capital Advisors | 52,979 | $432.7 萬 | 1.49% | −7,566−12.5% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 52,857 | $431.7 萬 | 1.66% | −440−0.8% | 減碼 |
| Metropolitan Life Insurance Co | 52,787 | $431.1 萬 | 0.22% | −3,982−7.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 52,500 | $428.8 萬 | 0.04% | −1,679−3.1% | 減碼 |
| Greenwood Capital Associates LLC | 52,294 | $427.1 萬 | 0.62% | +20,189+62.9% | 加碼 |
| Donaldson Capital Management, LLC | 52,156 | $426.0 萬 | 0.20% | −4,104−7.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 52,060 | $425.2 萬 | 0.70% | +64+0.1% | 加碼 |
| Consolidated Investment Group LLC | 51,600 | $421.4 萬 | 0.82% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 51,575 | $421.2 萬 | 0.06% | +12,817+33.1% | 加碼 |
| Norinchukin Bank, The | 51,283 | $418.8 萬 | 0.10% | −70,766−58.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 50,617 | $413.4 萬 | 1.33% | −212−0.4% | 減碼 |
| Summit Financial, LLC | 50,435 | $411.9 萬 | 0.30% | +9,174+22.2% | 加碼 |
| Capital International Sarl | 50,143 | $409.5 萬 | 0.19% | −33,905−40.3% | 減碼 |
| Jefferies Financial Group Inc. | 49,874 | $407.3 萬 | 0.10% | +19,876+66.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 49,441 | $403.8 萬 | 0.52% | +976+2.0% | 加碼 |
| Meritage Portfolio Management | 49,411 | $403.5 萬 | 0.30% | +12,667+34.5% | 加碼 |
| Capital International Ltd | 48,740 | $398.1 萬 | 0.23% | −39,925−45.0% | 減碼 |
| Virginia Retirement Systems Et Al | 48,400 | $395.3 萬 | 0.04% | −35,700−42.4% | 減碼 |