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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 48,237 | $394.0 萬 | 0.64% | −2,830−5.5% | 減碼 |
| First Manhattan Co | 47,990 | $391.9 萬 | 0.01% | −1,179−2.4% | 減碼 |
| Aureus Asset Management, LLC | 47,986 | $391.9 萬 | 0.31% | −11,212−18.9% | 減碼 |
| Ossiam | 47,837 | $390.7 萬 | 0.07% | +15,744+49.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 47,690 | $389.5 萬 | 0.16% | −4,263−8.2% | 減碼 |
| Walleye Trading LLC | 47,574 | $388.5 萬 | 0.09% | +47,574 | 新進 |
| Lincoln National Corp | 47,865 | $388.1 萬 | 0.08% | +3,208+7.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 47,511 | $388.0 萬 | 0.69% | −1,107−2.3% | 減碼 |
| Quantinno Capital Management LP | 47,343 | $386.7 萬 | 0.18% | +11,426+31.8% | 加碼 |
| Tradewinds, LLC. | 47,120 | $384.8 萬 | 2.26% | +2,993+6.8% | 加碼 |
| Empirical Finance, LLC | 46,859 | $382.7 萬 | 0.28% | +3,947+9.2% | 加碼 |
| Laurion Capital Management LP | 46,606 | $380.6 萬 | 0.10% | +33,621+258.9% | 加碼 |
| Simon Quick Advisors, LLC | 46,477 | $379.6 萬 | 0.36% | +840+1.8% | 加碼 |
| Level Four Advisory Services, LLC | 46,443 | $379.3 萬 | 0.24% | +1,181+2.6% | 加碼 |
| MainStreet Investment Advisors LLC | 46,007 | $375.7 萬 | 0.44% | +46,007 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 45,159 | $368.8 萬 | 0.24% | +8,688+23.8% | 加碼 |
| Huntington National Bank | 44,648 | $364.6 萬 | 0.04% | +2,173+5.1% | 加碼 |
| Xcel Wealth Management, LLC | 44,589 | $364.2 萬 | 1.44% | +9,429+26.8% | 加碼 |
| Massmutual Trust Co FSB | 44,443 | $363.0 萬 | 0.13% | −1,065−2.3% | 減碼 |
| Joel Isaacson & Co., LLC | 44,422 | $362.8 萬 | 0.25% | +34+0.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 44,385 | $362.5 萬 | 0.04% | +6,505+17.2% | 加碼 |
| RNC Capital Management LLC | 44,300 | $361.8 萬 | 0.22% | −1,034−2.3% | 減碼 |
| Adell Harriman & Carpenter Inc | 44,207 | $361.0 萬 | 0.37% | +1,108+2.6% | 加碼 |
| SkyOak Wealth, LLC | 44,177 | $360.8 萬 | 1.05% | −367−0.8% | 減碼 |
| Central Trust Co | 43,942 | $358.9 萬 | 0.10% | −1,773−3.9% | 減碼 |
| Jackson Wealth Management, LLC | 43,901 | $358.5 萬 | 0.51% | −2,181−4.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 43,522 | $355.4 萬 | 0.28% | −3,241−6.9% | 減碼 |
| Vestor Capital, LLC | 43,510 | $355.3 萬 | 0.39% | −388−0.9% | 減碼 |
| Highland Capital Management, LLC | 43,203 | $352.8 萬 | 0.24% | −7,379−14.6% | 減碼 |
| Linscomb & Williams, Inc. | 43,106 | $352.0 萬 | 0.21% | +1,692+4.1% | 加碼 |
| Stock Yards Bank & Trust Co | 42,841 | $349.9 萬 | 0.14% | +1,432+3.5% | 加碼 |
| Moody National Bank Trust Division | 42,593 | $347.9 萬 | 0.22% | +4,181+10.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 42,558 | $347.6 萬 | 0.52% | −209−0.5% | 減碼 |
| Sigma Planning Corp | 42,114 | $343.9 萬 | 0.13% | +1,110+2.7% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 41,767 | $341.1 萬 | 0.26% | −134,607−76.3% | 減碼 |
| Dana Investment Advisors, Inc. | 41,695 | $340.5 萬 | 0.17% | +4,211+11.2% | 加碼 |
| Roanoke Asset Management Corp | 41,313 | $337.4 萬 | 1.38% | 00.0% | 不變 |
| Lazard Asset Management LLC | 40,918 | $334.1 萬 | 0.00% | −1,286−3.0% | 減碼 |
| Cypress Financial Planning LLC | 40,898 | $334.0 萬 | 1.93% | −619−1.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 40,270 | $328.9 萬 | 0.09% | −822−2.0% | 減碼 |
| Axxcess Wealth Management, LLC | 40,134 | $327.8 萬 | 0.11% | −11,159−21.8% | 減碼 |
| HB Wealth Management, LLC | 39,872 | $325.6 萬 | 0.05% | +2,249+6.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 39,823 | $325.2 萬 | 0.02% | +39,823 | 新進 |
| Meiji Yasuda Life Insurance Co | 39,713 | $324.3 萬 | 0.09% | +8,159+25.9% | 加碼 |
| Asio Capital, LLC | 39,493 | $322.5 萬 | 0.86% | −204−0.5% | 減碼 |
| Investment Management Corp of Ontario | 39,365 | $321.5 萬 | 0.13% | −4,901−11.1% | 減碼 |
| TCG Advisory Services, LLC | 39,047 | $318.9 萬 | 0.49% | +4,402+12.7% | 加碼 |
| Raymond James Trust N.A. | 38,428 | $313.8 萬 | 0.09% | +936+2.5% | 加碼 |
| Independent Advisor Alliance | 38,428 | $313.8 萬 | 0.14% | −1,823−4.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 38,197 | $312.0 萬 | 0.87% | +214+0.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 38,145 | $311.5 萬 | 0.14% | +8,830+30.1% | 加碼 |
| Greenleaf Trust | 37,897 | $309.5 萬 | 0.04% | +1,841+5.1% | 加碼 |
| Jupiter Wealth Management LLC | 41,077 | $309.4 萬 | 2.01% | −2,524−5.8% | 減碼 |
| Wealthspire Advisors, LLC | 37,646 | $307.5 萬 | 0.05% | +24,787+192.8% | 加碼 |
| Evexia Wealth LLC | 43,010 | $307.1 萬 | 1.55% | +2,870+7.1% | 加碼 |
| Patten & Patten Inc | 37,515 | $306.4 萬 | 0.27% | +223+0.6% | 加碼 |
| Carlson Capital L P | 37,400 | $305.4 萬 | 0.24% | +37,400 | 新進 |
| Loomis Sayles & Co L P | 36,702 | $299.7 萬 | 0.01% | −1,702−4.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 36,660 | $299.4 萬 | 0.10% | +18,314+99.8% | 加碼 |
| Sculati Wealth Management, LLC | 36,450 | $297.7 萬 | 1.52% | −112−0.3% | 減碼 |
| Lincluden Management Ltd | 36,438 | $297.6 萬 | 0.36% | −163−0.4% | 減碼 |
| Aspen Grove Capital, LLC | 36,321 | $296.6 萬 | 1.10% | −679−1.8% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $294.3 萬 | 0.50% | 00.0% | 不變 |
| KCS Wealth Advisory | 36,033 | $294.3 萬 | 1.25% | −5,514−13.3% | 減碼 |
| Wetherby Asset Management Inc | 36,021 | $294.2 萬 | 0.17% | −566−1.5% | 減碼 |
| Centiva Capital, LP | 35,998 | $294.0 萬 | 0.15% | +34,965+3,384.8% | 加碼 |
| City Holding Co | 35,898 | $293.2 萬 | 0.52% | +3,270+10.0% | 加碼 |
| Cunning Capital Partners, LP | 35,478 | $289.7 萬 | 1.91% | +35,478 | 加碼 |
| United Services Automobile Association | 35,459 | $289.6 萬 | 0.07% | +3,051+9.4% | 加碼 |
| Advent Capital Management | 35,000 | $285.8 萬 | 0.07% | +10,000+40.0% | 加碼 |
| Siemens Fonds Invest GmbH | 34,745 | $283.8 萬 | 0.29% | −1,325−3.7% | 減碼 |
| Lake Street Advisors Group, LLC | 34,566 | $282.3 萬 | 0.17% | −645−1.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 34,355 | $280.6 萬 | 0.03% | 00.0% | 不變 |
| First National Trust Co | 33,989 | $277.6 萬 | 0.13% | +21,433+170.7% | 加碼 |
| Readystate Asset Management LP | 33,981 | $277.5 萬 | 0.23% | +33,981 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 33,918 | $277.0 萬 | 2.52% | +310+0.9% | 加碼 |
| Coastline Trust Co | 33,629 | $274.6 萬 | 0.40% | +6,198+22.6% | 加碼 |
| Geneos Wealth Management Inc. | 33,224 | $271.3 萬 | 0.14% | +677+2.1% | 加碼 |
| Occidental Asset Management, LLC | 33,082 | $270.2 萬 | 0.63% | +567+1.7% | 加碼 |
| First Citizens Bank & Trust Co | 33,039 | $269.8 萬 | 0.05% | −2,504−7.0% | 減碼 |
| First National Bank of Omaha | 32,738 | $267.4 萬 | 0.17% | −5,319−14.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 32,696 | $267.0 萬 | 0.05% | −1,100−3.3% | 減碼 |
| Bartlett & Co. LLC | 32,696 | $267.0 萬 | 0.05% | −1,100−3.3% | 減碼 |
| Community Trust & Investment Co | 32,324 | $264.0 萬 | 0.22% | −654−2.0% | 減碼 |
| Ritholtz Wealth Management | 32,191 | $262.9 萬 | 0.12% | −114−0.4% | 減碼 |
| K.J. Harrison & Partners Inc | 32,066 | $261.9 萬 | 0.59% | −6,000−15.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 32,031 | $261.6 萬 | 0.35% | +1,270+4.1% | 加碼 |
| Everence Capital Management Inc | 31,741 | $259.2 萬 | 0.20% | −3,650−10.3% | 減碼 |
| Integrated Wealth Concepts LLC | 31,665 | $258.6 萬 | 0.05% | −642−2.0% | 減碼 |
| Carret Asset Management, LLC | 31,434 | $256.7 萬 | 0.36% | +1,408+4.7% | 加碼 |
| Empowered Funds, LLC | 31,368 | $256.2 萬 | 0.08% | +6,699+27.2% | 加碼 |
| Advisory Services Network, LLC | 31,286 | $255.5 萬 | 0.07% | +2,638+9.2% | 加碼 |
| Palisade Asset Management, LLC | 31,205 | $254.9 萬 | 0.31% | +842+2.8% | 加碼 |
| Ashburton (Jersey) Ltd | 29,480 | $251.8 萬 | 1.23% | 00.0% | 不變 |
| Richard P Slaughter Associates Inc | 30,789 | $251.5 萬 | 0.67% | +1,481+5.1% | 加碼 |
| KCM Investment Advisors LLC | 30,772 | $251.3 萬 | 0.11% | −1,023−3.2% | 減碼 |
| Connectus Wealth, LLC | 30,499 | $249.1 萬 | 0.06% | +43+0.1% | 加碼 |
| Two Sigma Securities, LLC | 30,423 | $248.5 萬 | 0.11% | +22,878+303.2% | 加碼 |
| Shorepoint Capital Partners LLC | 30,278 | $247.3 萬 | 0.73% | +3,115+11.5% | 加碼 |
| Gifford Fong Associates | 30,000 | $245.0 萬 | 0.59% | 00.0% | 不變 |