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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 29,628 | $242.0 萬 | 0.25% | +14,968+102.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 29,430 | $240.4 萬 | 0.05% | +8,226+38.8% | 加碼 |
| Symmetry Partners, LLC | 29,265 | $239.0 萬 | 0.13% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 29,214 | $238.6 萬 | 0.37% | +8,450+40.7% | 加碼 |
| One River Asset Management, LLC | 28,810 | $236.2 萬 | 1.10% | +24,515+570.8% | 加碼 |
| Hoey Investments, Inc | 28,822 | $235.4 萬 | 0.79% | −1,676−5.5% | 減碼 |
| Toroso Investments, LLC | 28,699 | $234.4 萬 | 0.07% | +5,868+25.7% | 加碼 |
| National Asset Management, Inc. | 28,653 | $234.0 萬 | 0.06% | +10,281+56.0% | 加碼 |
| Snowden Capital Advisors LLC | 58,982 | $233.4 萬 | 0.10% | +41,376+235.0% | 加碼 |
| Comerica Securities,inc. | 28,509 | $232.8 萬 | 0.19% | −4,081−12.5% | 減碼 |
| Equitable Holdings, Inc. | 28,501 | $232.8 萬 | 0.03% | +2,427+9.3% | 加碼 |
| Alberta Investment Management Corp | 28,500 | $232.8 萬 | 0.02% | 00.0% | 不變 |
| Sowell Financial Services LLC | 28,389 | $231.9 萬 | 0.15% | +3,939+16.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 28,226 | $230.5 萬 | 0.15% | +22,791+419.3% | 加碼 |
| Pitcairn Co | 28,203 | $230.3 萬 | 0.19% | +8,389+42.3% | 加碼 |
| Burney Co | 28,078 | $229.3 萬 | 0.11% | −6,395−18.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 28,078 | $229.3 萬 | 0.20% | −3,872−12.1% | 減碼 |
| Paloma Partners Management Co | 27,946 | $228.2 萬 | 0.47% | +27,946 | 新進 |
| Vinva Investment Management Ltd | 27,721 | $227.8 萬 | 0.22% | −2,577−8.5% | 減碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 27,880 | $227.7 萬 | 0.01% | +27,880 | 新進 |
| Union Heritage Capital, LLC | 27,747 | $226.6 萬 | 1.28% | 00.0% | 不變 |
| Foster & Motley Inc | 27,728 | $226.5 萬 | 0.19% | −935−3.3% | 減碼 |
| Savant Capital, LLC | 27,551 | $225.0 萬 | 0.03% | +1,080+4.1% | 加碼 |
| Culbertson A N & Co Inc | 27,490 | $224.5 萬 | 0.45% | +295+1.1% | 加碼 |
| LMCG Investments, LLC | 27,327 | $223.2 萬 | 0.15% | −1,026−3.6% | 減碼 |
| Northeast Investment Management | 27,299 | $223.0 萬 | 0.13% | −18−0.1% | 減碼 |
| Lipe & Dalton | 27,238 | $222.5 萬 | 1.34% | −23−0.1% | 減碼 |
| Van Eck Associates Corp | 27,171 | $221.9 萬 | 0.00% | −4,301−13.7% | 減碼 |
| Community Bank of Raymore | 26,940 | $220.0 萬 | 1.02% | +1,670+6.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 26,624 | $217.4 萬 | 0.14% | +2,151+8.8% | 加碼 |
| Vestcor Inc | 26,589 | $217.2 萬 | 0.08% | −2,462−8.5% | 減碼 |
| Wright Investors Service Inc | 26,512 | $216.5 萬 | 0.63% | −8,739−24.8% | 減碼 |
| Venture Visionary Partners LLC | 26,493 | $216.4 萬 | 0.13% | −100.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 26,373 | $215.4 萬 | 0.12% | +9,602+57.3% | 加碼 |
| Hunter Associates Investment Management LLC | 26,020 | $212.5 萬 | 0.43% | −67−0.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 25,993 | $212.3 萬 | 0.04% | −157−0.6% | 減碼 |
| Salem Investment Counselors Inc | 25,957 | $212.0 萬 | 0.08% | +2,777+12.0% | 加碼 |
| Transcend Wealth Collective, LLC | 25,907 | $211.6 萬 | 0.21% | −5,161−16.6% | 減碼 |
| Bleakley Financial Group, LLC | 25,867 | $211.3 萬 | 0.07% | −646−2.4% | 減碼 |
| Sawtooth Solutions, LLC | 25,867 | $211.3 萬 | 0.07% | −545−2.1% | 減碼 |
| Next Level Private LLC | 26,270 | $211.2 萬 | 1.40% | +22+0.1% | 加碼 |
| Mark Stevens | 25,850 | $211.1 萬 | 0.28% | +86+0.3% | 加碼 |
| Meridian Wealth Management, LLC | 25,770 | $210.5 萬 | 0.13% | +11,533+81.0% | 加碼 |
| Texas Yale Capital Corp. | 25,680 | $209.7 萬 | 0.09% | 00.0% | 不變 |
| Cinctive Capital Management LP | 25,653 | $209.5 萬 | 0.12% | −91,209−78.0% | 減碼 |
| Hartline Investment Corp | 25,572 | $208.8 萬 | 0.38% | +5,408+26.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 25,528 | $208.5 萬 | 0.15% | +2,144+9.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 25,520 | $208.4 萬 | 0.04% | +6,443+33.8% | 加碼 |
| Bouvel Investment Partners, LLC | 25,387 | $207.3 萬 | 1.12% | +336+1.3% | 加碼 |
| Signaturefd, LLC | 25,305 | $206.7 萬 | 0.05% | −2,999−10.6% | 減碼 |
| Great Diamond Partners, LLC | 25,291 | $206.6 萬 | 0.56% | +46+0.2% | 加碼 |
| Franklin Street Advisors Inc | 25,000 | $204.2 萬 | 0.18% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 24,999 | $204.2 萬 | 0.24% | +24,999 | 加碼 |
| Stolper Co | 24,605 | $200.9 萬 | 0.87% | +662+2.8% | 加碼 |
| Gries Financial LLC | 24,579 | $200.7 萬 | 0.54% | −2,731−10.0% | 減碼 |
| Altrafin AG | 24,499 | $200.1 萬 | 0.87% | −3,137−11.4% | 減碼 |
| Greenwich Wealth Management LLC | 24,466 | $199.8 萬 | 0.21% | 00.0% | 不變 |
| Veriti Management LLC | 24,328 | $198.7 萬 | 0.23% | +1,007+4.3% | 加碼 |
| Mutual Advisors, LLC | 24,100 | $196.8 萬 | 0.08% | +7,878+48.6% | 加碼 |
| Park Avenue Securities LLC | 24,040 | $196.3 萬 | 0.03% | −56−0.2% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 24,012 | $196.1 萬 | 0.11% | −81,658−77.3% | 減碼 |
| Arcus Capital Partners, LLC | 23,538 | $192.2 萬 | 0.59% | 00.0% | 不變 |
| Regions Financial Corp | 23,536 | $192.2 萬 | 0.02% | +362+1.6% | 加碼 |
| TCTC Holdings, LLC | 23,187 | $189.4 萬 | 0.07% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 23,186 | $189.4 萬 | 0.03% | −2,970−11.4% | 減碼 |
| Sciencast Management LP | 23,098 | $188.6 萬 | 0.86% | +14,758+177.0% | 加碼 |
| Clough Capital Partners L P | 22,750 | $185.8 萬 | 0.20% | 00.0% | 不變 |
| Caldwell Trust Co | 22,591 | $184.5 萬 | 0.25% | −371−1.6% | 減碼 |
| Freedom Day Solutions, LLC | 22,479 | $183.6 萬 | 0.81% | −59−0.3% | 減碼 |
| Merit Financial Group, LLC | 22,464 | $183.5 萬 | 0.06% | +1,729+8.3% | 加碼 |
| Community Bank, N.A. | 22,381 | $182.8 萬 | 0.26% | −351−1.5% | 減碼 |
| Arrow Financial Corp | 22,358 | $182.6 萬 | 0.21% | +1,817+8.8% | 加碼 |
| Griffin Asset Management, Inc. | 22,265 | $181.8 萬 | 0.26% | −995−4.3% | 減碼 |
| Apollon Wealth Management, LLC | 22,218 | $181.5 萬 | 0.09% | −1,306−5.6% | 減碼 |
| Goodwin Daniel L | 22,000 | $179.7 萬 | 0.87% | 00.0% | 不變 |
| Cacti Asset Management LLC | 22,000 | $179.1 萬 | 0.17% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 21,902 | $178.9 萬 | 1.06% | −950−4.2% | 減碼 |
| Shell Asset Management Co | 21,849 | $178.4 萬 | 0.07% | −356−1.6% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $178.0 萬 | 0.08% | 00.0% | 不變 |
| Paralel Advisors LLC | 21,773 | $177.8 萬 | 0.10% | +238+1.1% | 加碼 |
| Brasada Capital Management, LP | 22,245 | $177.8 萬 | 0.41% | +2,339+11.8% | 加碼 |
| Atlas Private Wealth Advisors | 21,750 | $177.6 萬 | 0.34% | +12+0.1% | 加碼 |
| CAPROCK Group, Inc. | 21,734 | $177.5 萬 | 0.13% | +1,428+7.0% | 加碼 |
| SevenBridge Financial Group, LLC | 21,695 | $177.2 萬 | 0.46% | +4,745+28.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $176.3 萬 | 0.02% | −1,365−5.4% | 減碼 |
| New England Research & Management, Inc. | 21,417 | $174.9 萬 | 1.00% | +4,375+25.7% | 加碼 |
| Alaethes Wealth LLC | 21,326 | $174.2 萬 | 0.95% | +82+0.4% | 加碼 |
| Leavell Investment Management, Inc. | 21,292 | $173.9 萬 | 0.12% | +1,430+7.2% | 加碼 |
| CoreCap Advisors, LLC | 21,290 | $173.9 萬 | 0.13% | +1,389+7.0% | 加碼 |
| Capital Investment Counsel, Inc | 21,283 | $173.8 萬 | 0.35% | −148−0.7% | 減碼 |
| Hudson Canyon Capital Management | 21,276 | $173.8 萬 | 1.42% | 00.0% | 不變 |
| Fulton Bank, N.A. | 21,088 | $172.2 萬 | 0.09% | +6,312+42.7% | 加碼 |
| Meeder Advisory Services, Inc. | 21,083 | $172.2 萬 | 0.22% | −3,012−12.5% | 減碼 |
| United Asset Strategies, Inc. | 21,059 | $172.0 萬 | 0.22% | −2,191−9.4% | 減碼 |
| Baldwin Investment Management, LLC | 21,032 | $171.8 萬 | 0.29% | +1,760+9.1% | 加碼 |
| Ameliora Wealth Management Ltd. | 20,900 | $170.7 萬 | 1.01% | +900+4.5% | 加碼 |
| Modera Wealth Management, LLC | 20,725 | $169.3 萬 | 0.03% | −370−1.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 20,681 | $168.9 萬 | 0.08% | +1,767+9.3% | 加碼 |
| Prospera Financial Services Inc | 20,537 | $167.9 萬 | 0.06% | +2,474+13.7% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $167.4 萬 | 1.18% | +20,000+4,000.0% | 加碼 |