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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 20,456 | $167.1 萬 | 0.50% | −116−0.6% | 減碼 |
| TD Private Client Wealth LLC | 20,442 | $166.9 萬 | 0.07% | +12,874+170.1% | 加碼 |
| Capital Markets Trading UK LLP | 20,366 | $166.3 萬 | 1.45% | +12,493+158.7% | 加碼 |
| HCR Wealth Advisors | 20,195 | $164.9 萬 | 0.36% | −4,164−17.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 20,162 | $164.7 萬 | 0.35% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 20,063 | $163.9 萬 | 0.02% | −1,339−6.3% | 減碼 |
| Capital Investment Advisors, LLC | 20,018 | $163.5 萬 | 0.05% | −503−2.5% | 減碼 |
| Prudent Man Advisors, LLC | 20,015 | $163.5 萬 | 0.65% | −2,746−12.1% | 減碼 |
| United Fire Group Inc | 20,000 | $163.3 萬 | 3.19% | −18,000−47.4% | 減碼 |
| Sumitomo Life Insurance Co | 19,989 | $163.3 萬 | 0.05% | −259−1.3% | 減碼 |
| Perigon Wealth Management, LLC | 19,851 | $162.1 萬 | 0.07% | −377−1.9% | 減碼 |
| Forum Financial Management, LP | 19,829 | $161.9 萬 | 0.04% | +20.0% | 加碼 |
| DoubleLine ETF Adviser LP | 19,652 | $160.5 萬 | 0.58% | +713+3.8% | 加碼 |
| Desjardins Global Asset Management Inc. | 19,618 | $160.2 萬 | 0.17% | −3,082−13.6% | 減碼 |
| IFG Advisory, LLC | 19,613 | $160.2 萬 | 0.14% | −218−1.1% | 減碼 |
| NVWM, LLC | 19,345 | $158.0 萬 | 0.52% | +839+4.5% | 加碼 |
| Brown Brothers Harriman & Co | 19,318 | $157.8 萬 | 0.01% | +1,084+5.9% | 加碼 |
| Lakeview Capital Partners, LLC | 19,246 | $157.2 萬 | 0.31% | +1,229+6.8% | 加碼 |
| Atlas Private Wealth Management | 19,155 | $156.4 萬 | 0.84% | +1,093+6.1% | 加碼 |
| Harvest Investment Advisors, LLC | 18,903 | $154.4 萬 | 1.38% | −91−0.5% | 減碼 |
| Wolff Wiese Magana LLC | 18,896 | $154.3 萬 | 1.25% | +580+3.2% | 加碼 |
| Howland Capital Management LLC | 18,763 | $153.2 萬 | 0.09% | 00.0% | 不變 |
| Boston Private Wealth LLC | 18,622 | $152.1 萬 | 0.03% | +442+2.4% | 加碼 |
| Deltec Asset Management LLC | 18,500 | $151.1 萬 | 0.34% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 18,488 | $151.0 萬 | 0.12% | +64+0.3% | 加碼 |
| Cyndeo Wealth Partners, LLC | 18,417 | $150.4 萬 | 0.16% | −4,426−19.4% | 減碼 |
| Fund Management at Engine No. 1 LLC | 18,247 | $149.0 萬 | 0.24% | +1,289+7.6% | 加碼 |
| Tocqueville Asset Management L.P. | 18,229 | $148.9 萬 | 0.03% | −785−4.1% | 減碼 |
| Abbot Financial Management, Inc. | 18,170 | $148.4 萬 | 1.00% | −100−0.5% | 減碼 |
| We Are One Seven, LLC | 18,090 | $147.7 萬 | 0.12% | −1,074−5.6% | 減碼 |
| Chemung Canal Trust Co | 18,082 | $147.7 萬 | 0.34% | +317+1.8% | 加碼 |
| Clarius Group, LLC | 17,844 | $145.7 萬 | 0.14% | −3,481−16.3% | 減碼 |
| Checchi Capital Advisers, LLC | 17,823 | $145.6 萬 | 0.14% | −94−0.5% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $144.7 萬 | 1.51% | 00.0% | 不變 |
| Ostrum Asset Management | 17,590 | $143.7 萬 | 0.13% | +5,655+47.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 17,501 | $142.9 萬 | 0.02% | −515−2.9% | 減碼 |
| Centaurus Financial, Inc. | 17,418 | $142.2 萬 | 0.12% | +1,254+7.8% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $141.5 萬 | 0.07% | 00.0% | 不變 |
| AFS Financial Group, LLC | 17,322 | $141.5 萬 | 0.97% | +4,782+38.1% | 加碼 |
| Trust Investment Advisors | 17,285 | $141.2 萬 | 1.21% | −161−0.9% | 減碼 |
| Covenant Asset Management, LLC | 17,273 | $141.1 萬 | 0.43% | +270+1.6% | 加碼 |
| Valeo Financial Advisors, LLC | 17,188 | $140.4 萬 | 0.06% | −68−0.4% | 減碼 |
| Congress Wealth Management LLC | 17,185 | $140.4 萬 | 0.03% | +538+3.2% | 加碼 |
| Mach-1 Financial Group, Inc. | 17,172 | $140.2 萬 | 0.59% | −12,998−43.1% | 減碼 |
| Harbour Capital Advisors, LLC | 17,095 | $139.6 萬 | 0.42% | +4,525+36.0% | 加碼 |
| AIA Group Ltd | 17,091 | $139.6 萬 | 0.07% | −4,499−20.8% | 減碼 |
| Mirabella Financial Services LLP | 17,078 | $139.5 萬 | 0.20% | +14,278+509.9% | 加碼 |
| Institute for Wealth Management, LLC. | 16,960 | $138.5 萬 | 0.25% | −68−0.4% | 減碼 |
| Oak Asset Management, LLC | 16,933 | $138.3 萬 | 0.59% | −20−0.1% | 減碼 |
| Strategic Advisors LLC | 16,912 | $138.1 萬 | 0.27% | +80.0% | 加碼 |
| Wedbush Securities Inc | 16,891 | $137.9 萬 | 0.07% | +343+2.1% | 加碼 |
| Schechter Investment Advisors, LLC | 16,879 | $137.9 萬 | 0.13% | +7,546+80.9% | 加碼 |
| Altman Advisors, Inc. | 16,770 | $137.0 萬 | 0.85% | +16,770 | 新進 |
| King Luther Capital Management Corp | 16,750 | $136.8 萬 | 0.01% | +685+4.3% | 加碼 |
| Bradley Foster & Sargent Inc | 15,991 | $136.6 萬 | 0.03% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 16,716 | $136.5 萬 | 0.14% | +1,172+7.5% | 加碼 |
| Horizon Investments, LLC | 16,884 | $136.2 萬 | 0.04% | −210−1.2% | 減碼 |
| Am Investment Strategies LLC | 16,650 | $136.0 萬 | 0.44% | +134+0.8% | 加碼 |
| Edgestream Partners, L.P. | 16,610 | $135.7 萬 | 0.11% | +11,794+244.9% | 加碼 |
| Bryn Mawr Trust Co | 16,609 | $135.6 萬 | 0.06% | +214+1.3% | 加碼 |
| Northcape Wealth Management, LLC | 16,540 | $135.1 萬 | 0.52% | −626−3.6% | 減碼 |
| Mint Tower Capital Management B.V. | 16,528 | $135.0 萬 | 0.38% | +16,528 | 新進 |
| Belpointe Asset Management LLC | 16,507 | $134.8 萬 | 0.14% | +6,031+57.6% | 加碼 |
| Vise Technologies, Inc. | 16,481 | $134.6 萬 | 0.33% | −3,783−18.7% | 減碼 |
| Steel Peak Wealth Management LLC | 16,432 | $134.2 萬 | 0.08% | −11,385−40.9% | 減碼 |
| Financial Advisory Service, Inc. | 16,417 | $134.1 萬 | 0.14% | +1,626+11.0% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 16,306 | $133.2 萬 | 0.40% | +400+2.5% | 加碼 |
| Intrust Bank NA | 16,293 | $133.1 萬 | 0.17% | −627−3.7% | 減碼 |
| Chesapeake Wealth Management | 16,225 | $132.5 萬 | 0.55% | −302−1.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 16,224 | $132.5 萬 | 0.54% | +5,245+47.8% | 加碼 |
| United Capital Financial Advisers, LLC | 16,180 | $132.1 萬 | 0.01% | −1,744−9.7% | 減碼 |
| Vident Advisory, LLC | 16,111 | $131.6 萬 | 0.04% | +16,111 | 新進 |
| Argus Investors' Counsel, Inc. | 16,100 | $131.5 萬 | 0.95% | −520−3.1% | 減碼 |
| Allen Investment Management LLC | 16,004 | $130.7 萬 | 0.02% | −10.0% | 減碼 |
| Spire Wealth Management | 15,917 | $130.0 萬 | 0.05% | +3,978+33.3% | 加碼 |
| Paradigm Asset Management Co LLC | 15,900 | $129.9 萬 | 0.37% | −800−4.8% | 減碼 |
| 1st Source Bank | 15,900 | $129.9 萬 | 0.09% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 15,810 | $129.1 萬 | 1.20% | +5,091+47.5% | 加碼 |
| WCG Wealth Advisors LLC | 15,537 | $127.9 萬 | 0.09% | +3,471+28.8% | 加碼 |
| Cetera Advisors LLC | 16,983 | $127.7 萬 | 0.02% | +604+3.7% | 加碼 |
| Gotham Asset Management, LLC | 15,589 | $127.3 萬 | 0.03% | −203−1.3% | 減碼 |
| Courier Capital LLC | 15,525 | $126.8 萬 | 0.11% | 00.0% | 不變 |
| LGT Group Foundation | 15,693 | $126.2 萬 | 0.03% | −189,963−92.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 15,441 | $126.1 萬 | 0.16% | +79+0.5% | 加碼 |
| River Street Advisors LLC | 15,395 | $125.7 萬 | 1.19% | +935+6.5% | 加碼 |
| Trust Asset Management LLC | 15,376 | $125.6 萬 | 0.14% | 00.0% | 不變 |
| White Pine Capital LLC | 15,321 | $125.1 萬 | 0.50% | −768−4.8% | 減碼 |
| Insight Inv LLC | 17,092 | $124.6 萬 | 1.38% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 15,245 | $124.5 萬 | 0.10% | +15,245 | 新進 |
| PEAK6 Investments LLC | 15,221 | $124.3 萬 | 0.06% | −48,323−76.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 15,129 | $123.6 萬 | 0.29% | −788−5.0% | 減碼 |
| Financial Counselors Inc | 15,033 | $122.8 萬 | 0.02% | +1,700+12.8% | 加碼 |
| GPS Wealth Strategies Group, LLC | 15,023 | $122.7 萬 | 0.24% | −47−0.3% | 減碼 |
| Duality Advisers, LP | 14,988 | $122.4 萬 | 0.15% | +14,988 | 新進 |
| Koshinski Asset Management, Inc. | 14,967 | $122.2 萬 | 0.14% | +105+0.7% | 加碼 |
| Mystic Asset Management, Inc. | 14,863 | $121.4 萬 | 0.68% | +301+2.1% | 加碼 |
| LGT Fund Management Co Ltd. | 15,090 | $121.3 萬 | 0.59% | +1,200+8.6% | 加碼 |
| Schear Investment Advisers, LLC | 14,795 | $120.8 萬 | 1.30% | −457−3.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 14,779 | $120.7 萬 | 0.67% | +4,310+41.2% | 加碼 |
| Somerset Trust Co | 14,723 | $120.2 萬 | 0.55% | +22+0.1% | 加碼 |