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 |
|---|---|---|---|---|---|
| Decatur Capital Management, Inc. | 14,719 | $120.2 萬 | 0.87% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 14,700 | $120.1 萬 | 0.51% | 00.0% | 不變 |
| Citizens Financial Group Inc | 14,627 | $119.5 萬 | 0.05% | +7,528+106.0% | 加碼 |
| Delphi Management Inc | 14,587 | $119.1 萬 | 1.22% | +80+0.6% | 加碼 |
| Profund Advisors LLC | 14,475 | $118.2 萬 | 0.07% | −723−4.8% | 減碼 |
| Diligent Investors, LLC | 14,347 | $117.2 萬 | 0.36% | −455−3.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,227 | $116.2 萬 | 0.05% | +4,285+43.1% | 加碼 |
| NEOS Investment Management LLC | 14,152 | $115.6 萬 | 0.15% | +14,152 | 新進 |
| Duff & Phelps Investment Management Co | 14,103 | $115.2 萬 | 0.02% | −398−2.7% | 減碼 |
| Old National Bancorp | 14,014 | $114.5 萬 | 0.03% | +5,825+71.1% | 加碼 |
| S&CO Inc | 13,915 | $113.6 萬 | 0.09% | 00.0% | 不變 |
| South State Corp. | 13,890 | $113.4 萬 | 0.11% | +517+3.9% | 加碼 |
| Capital Asset Advisory Services LLC | 14,372 | $113.4 萬 | 0.08% | +3,970+38.2% | 加碼 |
| Nilsine Partners, LLC | 13,787 | $112.6 萬 | 0.17% | +50.0% | 加碼 |
| Whittier Trust Co | 13,783 | $112.6 萬 | 0.02% | −129−0.9% | 減碼 |
| Pekin Hardy Strauss, Inc. | 13,685 | $111.8 萬 | 0.18% | +650+5.0% | 加碼 |
| Berkeley Capital Partners, LLC | 13,618 | $111.2 萬 | 0.40% | −348−2.5% | 減碼 |
| Fidelis Capital Partners, LLC | 13,576 | $110.9 萬 | 0.38% | +266+2.0% | 加碼 |
| GTS Securities LLC | 13,553 | $110.7 萬 | 0.02% | +13,553 | 新進 |
| Excalibur Management Corp | 13,516 | $110.4 萬 | 0.57% | +138+1.0% | 加碼 |
| Systematic Financial Management LP | 13,500 | $110.3 萬 | 0.04% | 00.0% | 不變 |
| TLWM | 13,391 | $109.4 萬 | 0.29% | +470+3.6% | 加碼 |
| AMG National Trust Bank | 13,349 | $109.0 萬 | 0.04% | +270+2.1% | 加碼 |
| Allworth Financial LP | 13,341 | $109.0 萬 | 0.01% | −208−1.5% | 減碼 |
| Long Run Wealth Advisors, LLC | 13,318 | $108.8 萬 | 0.35% | −50.0% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 13,277 | $108.5 萬 | 0.00% | +10,437+367.5% | 加碼 |
| Investors Research Corp | 13,266 | $108.3 萬 | 0.28% | 00.0% | 不變 |
| Mirador Capital Partners LP | 13,158 | $107.5 萬 | 0.24% | +13,158 | 新進 |
| First Dallas Securities Inc. | 13,113 | $107.1 萬 | 0.25% | +8,513+185.1% | 加碼 |
| Bard Financial Services, Inc. | 13,095 | $106.9 萬 | 0.13% | +475+3.8% | 加碼 |
| Cigna Investments Inc | 12,999 | $106.2 萬 | 0.24% | −1,904−12.8% | 減碼 |
| Avalon Trust Co | 13,000 | $106.2 萬 | 0.11% | −2,600−16.7% | 減碼 |
| Worm Capital, LLC | 12,985 | $106.0 萬 | 1.04% | +2,141+19.7% | 加碼 |
| PFG Investments, LLC | 12,923 | $105.5 萬 | 0.20% | −566−4.2% | 減碼 |
| Morse Asset Management, Inc | 12,873 | $105.1 萬 | 0.33% | −1,693−11.6% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $104.7 萬 | 0.31% | 00.0% | 不變 |
| Garner Asset Management Corp | 12,808 | $104.6 萬 | 0.63% | +4,704+58.0% | 加碼 |
| Dakota Wealth Management | 12,803 | $104.6 萬 | 0.05% | +1,785+16.2% | 加碼 |
| EP Wealth Advisors, LLC | 12,744 | $104.1 萬 | 0.02% | +8,547+203.6% | 加碼 |
| Panagora Asset Management Inc | 12,729 | $104.0 萬 | 0.01% | +13+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 12,714 | $103.8 萬 | 0.04% | +203+1.6% | 加碼 |
| Atom Investors LP | 12,698 | $103.7 萬 | 0.24% | +7,193+130.7% | 加碼 |
| Cape Ann Savings Bank | 12,660 | $103.4 萬 | 0.73% | −60−0.5% | 減碼 |
| Waterfront Wealth Inc. | 14,474 | $103.3 萬 | 0.34% | +430+3.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $102.9 萬 | 0.39% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 12,569 | $102.7 萬 | 0.14% | +12,569 | 新進 |
| Zullo Investment Group, Inc. | 12,409 | $101.3 萬 | 0.59% | −223−1.8% | 減碼 |
| CMT Capital Markets Trading GmbH | 12,397 | $101.2 萬 | 0.58% | −41,103−76.8% | 減碼 |
| Verdence Capital Advisors LLC | 12,328 | $100.7 萬 | 0.11% | +394+3.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 12,281 | $100.3 萬 | 0.17% | +12,281 | 新進 |
| Avidian Wealth Solutions, LLC | 12,247 | $100.0 萬 | 0.07% | −314−2.5% | 減碼 |
| Abbrea Capital, LLC | 12,224 | $99.8 萬 | 0.16% | −260−2.1% | 減碼 |
| Viewpoint Capital Management LLC | 12,215 | $99.8 萬 | 0.80% | 00.0% | 不變 |
| Chilton Investment Co LLC | 12,032 | $98.3 萬 | 0.03% | +5,719+90.6% | 加碼 |
| StoneX Group Inc. | 12,031 | $98.3 萬 | 0.11% | +576+5.0% | 加碼 |
| Resources Investment Advisors, LLC. | 11,957 | $97.7 萬 | 0.02% | +438+3.8% | 加碼 |
| Donald L. Hagan, LLC | 11,929 | $97.4 萬 | 0.58% | −308−2.5% | 減碼 |
| Delta Asset Management LLC | 11,927 | $97.4 萬 | 0.10% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 11,921 | $97.4 萬 | 0.22% | +7,120+148.3% | 加碼 |
| Smith, Salley & Associates | 11,911 | $97.3 萬 | 0.07% | +11,911 | 新進 |
| Peoples Financial Services Corp. | 11,874 | $97.0 萬 | 0.46% | +4,042+51.6% | 加碼 |
| Alpha DNA Investment Management LLC | 11,869 | $96.9 萬 | 0.62% | −14,051−54.2% | 減碼 |
| Berkshire Asset Management LLC | 11,843 | $96.7 萬 | 0.06% | 00.0% | 不變 |
| Mather Group, LLC. | 11,838 | $96.7 萬 | 0.02% | +121+1.0% | 加碼 |
| MQS Management LLC | 11,804 | $96.4 萬 | 0.59% | +11,804 | 新進 |
| Transamerica Financial Advisors, Inc. | 11,778 | $96.2 萬 | 0.13% | −822−6.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 11,732 | $95.8 萬 | 0.22% | +11+0.1% | 加碼 |
| Columbia Trust Co 01012016 | 11,644 | $95.1 萬 | 0.55% | +901+8.4% | 加碼 |
| Principle Wealth Partners LLC | 11,630 | $95.0 萬 | 0.10% | +50.0% | 加碼 |
| InterOcean Capital Group, LLC | 11,622 | $94.9 萬 | 0.03% | +89+0.8% | 加碼 |
| Gibraltar Capital Management, Inc. | 11,614 | $94.9 萬 | 0.42% | +7+0.1% | 加碼 |
| Parsons Capital Management Inc | 11,596 | $94.7 萬 | 0.07% | +405+3.6% | 加碼 |
| Quent Capital, LLC | 11,567 | $94.5 萬 | 0.15% | −72−0.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 11,551 | $94.3 萬 | 0.16% | +48+0.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,549 | $94.3 萬 | 0.07% | +298+2.6% | 加碼 |
| GFG Capital, LLC | 11,524 | $94.1 萬 | 0.31% | +221+2.0% | 加碼 |
| Ar Asset Management Inc | 11,400 | $93.1 萬 | 0.26% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 11,363 | $92.8 萬 | 0.09% | −427−3.6% | 減碼 |
| Compton Wealth Advisory Group, LLC | 11,315 | $92.4 萬 | 0.32% | +455+4.2% | 加碼 |
| Rossmore Private Capital | 11,264 | $92.0 萬 | 0.14% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 11,214 | $91.6 萬 | 0.15% | +1,124+11.1% | 加碼 |
| Diversified Trust Co | 11,160 | $91.1 萬 | 0.03% | +3,363+43.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 11,102 | $90.7 萬 | 0.08% | −308−2.7% | 減碼 |
| Trust Co of Vermont | 11,081 | $90.5 萬 | 0.06% | −525−4.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 10,980 | $89.7 萬 | 0.10% | −385−3.4% | 減碼 |
| Washington Trust Co | 10,975 | $89.6 萬 | 0.04% | +200+1.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 10,971 | $89.6 萬 | 0.10% | 00.0% | 不變 |
| IFP Advisors, Inc | 10,942 | $89.4 萬 | 0.04% | −524−4.6% | 減碼 |
| Washburn Capital Management, Inc. | 10,926 | $89.2 萬 | 0.75% | −190−1.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 10,917 | $89.2 萬 | 0.09% | +776+7.7% | 加碼 |
| Legacy Bridge, LLC | 10,898 | $89.0 萬 | 0.63% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 10,796 | $88.2 萬 | 0.14% | +10,796 | 新進 |
| Wintrust Investments LLC | 10,718 | $87.5 萬 | 0.09% | −895−7.7% | 減碼 |
| Venturi Wealth Management, LLC | 10,646 | $86.9 萬 | 0.07% | −50−0.5% | 減碼 |
| Wedmont Private Capital | 10,837 | $86.6 萬 | 0.09% | −965−8.2% | 減碼 |
| Trust Co of Toledo NA | 10,581 | $86.4 萬 | 0.17% | +5,055+91.5% | 加碼 |
| V-Square Quantitative Management LLC | 10,579 | $86.4 萬 | 0.38% | +2,817+36.3% | 加碼 |
| FourThought Financial Partners, LLC | 10,570 | $86.3 萬 | 0.12% | −845−7.4% | 減碼 |
| Haverford Trust Co | 10,524 | $85.9 萬 | 0.01% | −1,581−13.1% | 減碼 |
| Beacon Financial Group | 10,083 | $85.9 萬 | 0.12% | −380−3.6% | 減碼 |