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 4 季 13F 持有人
Morgan Stanley 在 2023/12/31 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
- 1,761
- 較 2023 年第 3 季 +123 家
- 持有股數
- 13.8 億
- 較 2023 年第 3 季 −26.8 萬 (0.0%)
- 總市值
- $1,283 億
- 較 2023 年第 3 季 +$158.4 億 (+14.1%)
- 新進機構
- 246
- 另有 600 家加碼
- 清倉機構
- 123
- 另有 715 家減碼
另有 33 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cipher Capital LP | 11,472 | $107.0 萬 | 0.35% | +5,420+89.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,538 | $107.6 萬 | 0.10% | +558+5.1% | 加碼 |
| Trust Co of Toledo NA | 11,581 | $108.0 萬 | 0.19% | +1,000+9.5% | 加碼 |
| Donald L. Hagan, LLC | 11,585 | $108.0 萬 | 0.60% | −344−2.9% | 減碼 |
| Radnor Capital Management, LLC | 11,602 | $108.2 萬 | 0.20% | +2,582+28.6% | 加碼 |
| Compton Wealth Advisory Group, LLC | 11,621 | $108.4 萬 | 0.34% | +306+2.7% | 加碼 |
| Principle Wealth Partners LLC | 11,636 | $108.5 萬 | 0.09% | +6+0.1% | 加碼 |
| Focus Financial Network Inc | 11,643 | $108.6 萬 | 0.04% | +11,643 | 新進 |
| Washington Trust Co | 11,736 | $109.4 萬 | 0.04% | +761+6.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 11,790 | $109.9 萬 | 0.01% | +1,631+16.1% | 加碼 |
| Berkshire Asset Management LLC | 11,822 | $110.2 萬 | 0.06% | −21−0.2% | 減碼 |
| Lansing Street Advisors | 11,844 | $110.4 萬 | 0.58% | +11,844 | 新進 |
| Peoples Financial Services Corp. | 11,872 | $110.7 萬 | 0.48% | −20.0% | 減碼 |
| King Luther Capital Management Corp | 11,890 | $110.9 萬 | 0.01% | −4,860−29.0% | 減碼 |
| Delta Asset Management LLC | 11,902 | $111.0 萬 | 0.11% | −25−0.2% | 減碼 |
| Zullo Investment Group, Inc. | 11,912 | $111.1 萬 | 0.57% | −497−4.0% | 減碼 |
| Alpha DNA Investment Management LLC | 11,921 | $111.2 萬 | 0.66% | +52+0.4% | 加碼 |
| Parkside Investments, LLC | 12,000 | $111.9 萬 | 0.19% | +4,000+50.0% | 加碼 |
| Garner Asset Management Corp | 13,151 | $112.1 萬 | 0.57% | +343+2.7% | 加碼 |
| Quent Capital, LLC | 12,210 | $113.9 萬 | 0.15% | +643+5.6% | 加碼 |
| Viewpoint Capital Management LLC | 12,215 | $113.9 萬 | 0.80% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 12,241 | $114.1 萬 | 0.02% | −37,633−75.5% | 減碼 |
| Berkeley Capital Partners, LLC | 12,248 | $114.2 萬 | 0.38% | −1,370−10.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 12,397 | $115.6 萬 | 0.14% | −172−1.4% | 減碼 |
| Columbia Trust Co 01012016 | 12,501 | $116.6 萬 | 0.53% | +857+7.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 12,570 | $117.2 萬 | 0.03% | −482,807−97.5% | 減碼 |
| Verdence Capital Advisors LLC | 12,595 | $117.5 萬 | 0.11% | +267+2.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $117.5 萬 | 0.41% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 12,618 | $117.7 萬 | 0.10% | +3,066+32.1% | 加碼 |
| Snowden Capital Advisors LLC | 12,652 | $118.0 萬 | 0.04% | −46,330−78.5% | 減碼 |
| Diversified Trust Co | 12,683 | $118.3 萬 | 0.04% | +1,523+13.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 12,703 | $118.5 萬 | 0.09% | +1,601+14.4% | 加碼 |
| Panagora Asset Management Inc | 12,729 | $118.7 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 12,774 | $119.1 萬 | 0.10% | −1,116−8.0% | 減碼 |
| Cigna Investments Inc | 12,864 | $120.0 萬 | 0.25% | −135−1.0% | 減碼 |
| Avalon Trust Co | 13,000 | $121.2 萬 | 0.11% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 13,006 | $121.3 萬 | 0.07% | +1,457+12.6% | 加碼 |
| Whittier Trust Co | 13,045 | $121.6 萬 | 0.02% | −738−5.4% | 減碼 |
| Allworth Financial LP | 13,068 | $121.9 萬 | 0.01% | −273−2.0% | 減碼 |
| Long Run Wealth Advisors, LLC | 13,068 | $121.9 萬 | 0.35% | −250−1.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 13,084 | $122.0 萬 | 0.27% | +13,084 | 新進 |
| Pekin Hardy Strauss, Inc. | 13,135 | $122.5 萬 | 0.18% | −550−4.0% | 減碼 |
| Tocqueville Asset Management L.P. | 13,181 | $122.9 萬 | 0.02% | −5,048−27.7% | 減碼 |
| Investors Research Corp | 13,266 | $123.7 萬 | 0.30% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 13,277 | $123.8 萬 | 0.32% | +13,277 | 新進 |
| First National Advisers, LLC | 13,325 | $124.3 萬 | 0.36% | +4,787+56.1% | 加碼 |
| Spire Wealth Management | 14,623 | $124.8 萬 | 0.04% | −1,294−8.1% | 減碼 |
| Qtron Investments LLC | 13,403 | $125.0 萬 | 0.20% | +5,048+60.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 13,445 | $125.4 萬 | 0.12% | +2,528+23.2% | 加碼 |
| Dakota Wealth Management | 13,453 | $125.4 萬 | 0.05% | +650+5.1% | 加碼 |
| TLWM | 13,475 | $125.7 萬 | 0.30% | +84+0.6% | 加碼 |
| Chatham Capital Group, Inc. | 13,481 | $125.7 萬 | 0.25% | +1,560+13.1% | 加碼 |
| Deltec Asset Management LLC | 13,500 | $125.9 萬 | 0.28% | −5,000−27.0% | 減碼 |
| Systematic Financial Management LP | 13,500 | $125.9 萬 | 0.04% | 00.0% | 不變 |
| Vise Technologies, Inc. | 13,560 | $126.4 萬 | 0.27% | −2,921−17.7% | 減碼 |
| Excalibur Management Corp | 13,568 | $126.5 萬 | 0.59% | +52+0.4% | 加碼 |
| Meridian Wealth Management, LLC | 13,642 | $127.2 萬 | 0.08% | −12,128−47.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 13,657 | $127.4 萬 | 0.17% | +13,657 | 新進 |
| Mirador Capital Partners LP | 13,702 | $127.8 萬 | 0.27% | +544+4.1% | 加碼 |
| AMG National Trust Bank | 13,859 | $129.2 萬 | 0.04% | +510+3.8% | 加碼 |
| S&CO Inc | 13,915 | $129.7 萬 | 0.10% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 14,103 | $131.5 萬 | 0.02% | 00.0% | 不變 |
| NVWM, LLC | 14,115 | $131.6 萬 | 0.39% | −5,230−27.0% | 減碼 |
| Insigneo Advisory Services, LLC | 14,147 | $131.9 萬 | 0.19% | +11,463+427.1% | 加碼 |
| Diligent Investors, LLC | 14,149 | $131.9 萬 | 0.36% | −198−1.4% | 減碼 |
| Intrust Bank NA | 14,169 | $132.1 萬 | 0.15% | −2,124−13.0% | 減碼 |
| Principal Securities, Inc. | 14,241 | $132.8 萬 | 0.05% | +14,241 | 新進 |
| Bard Financial Services, Inc. | 14,250 | $132.9 萬 | 0.15% | +1,155+8.8% | 加碼 |
| Somerset Trust Co | 14,362 | $133.9 萬 | 0.59% | −361−2.5% | 減碼 |
| Schear Investment Advisers, LLC | 14,567 | $135.8 萬 | 1.31% | −228−1.5% | 減碼 |
| Waterfront Wealth Inc. | 14,613 | $136.3 萬 | 0.40% | +139+1.0% | 加碼 |
| Vident Advisory, LLC | 14,633 | $136.5 萬 | 0.03% | −1,478−9.2% | 減碼 |
| Resources Investment Advisors, LLC. | 14,634 | $136.5 萬 | 0.02% | +2,677+22.4% | 加碼 |
| StoneX Group Inc. | 14,665 | $136.7 萬 | 0.14% | +2,634+21.9% | 加碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $137.1 萬 | 0.53% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 14,736 | $137.4 萬 | 0.12% | −1,980−11.8% | 減碼 |
| Credit Agricole S A | 14,825 | $138.2 萬 | 0.03% | −164,655−91.7% | 減碼 |
| Financial Counselors Inc | 14,883 | $138.8 萬 | 0.02% | −150−1.0% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 15,133 | $141.1 萬 | 0.21% | +15,133 | 新進 |
| Gryphon Financial Partners LLC | 14,739 | $141.5 萬 | 0.25% | +11,295+328.0% | 加碼 |
| Old National Bancorp | 15,182 | $141.6 萬 | 0.04% | +1,168+8.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 15,187 | $141.6 萬 | 0.64% | +408+2.8% | 加碼 |
| LGT Group Foundation | 15,191 | $142.2 萬 | 0.03% | −502−3.2% | 減碼 |
| White Pine Capital LLC | 15,271 | $142.4 萬 | 0.55% | −50−0.3% | 減碼 |
| Chemung Canal Trust Co | 15,371 | $143.3 萬 | 0.30% | −2,711−15.0% | 減碼 |
| Trust Asset Management LLC | 15,376 | $143.4 萬 | 0.14% | 00.0% | 不變 |
| Clarius Group, LLC | 15,381 | $143.4 萬 | 0.12% | −2,463−13.8% | 減碼 |
| WCG Wealth Advisors LLC | 15,437 | $144.0 萬 | 0.11% | −100−0.6% | 減碼 |
| Courier Capital LLC | 15,459 | $144.2 萬 | 0.11% | −66−0.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 15,496 | $144.5 萬 | 0.27% | +367+2.4% | 加碼 |
| Mystic Asset Management, Inc. | 15,498 | $144.5 萬 | 0.69% | +635+4.3% | 加碼 |
| Paradigm Asset Management Co LLC | 15,500 | $144.5 萬 | 0.38% | −400−2.5% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 15,586 | $145.2 萬 | 0.07% | −10,787−40.9% | 減碼 |
| Northcape Wealth Management, LLC | 15,591 | $145.4 萬 | 0.53% | −949−5.7% | 減碼 |
| River Street Advisors LLC | 15,809 | $147.4 萬 | 1.18% | +414+2.7% | 加碼 |
| Capstone Investment Advisors, LLC | 15,817 | $147.5 萬 | 0.03% | −65,612−80.6% | 減碼 |
| Cetera Advisors LLC | 17,242 | $147.6 萬 | 0.02% | +259+1.5% | 加碼 |
| Decatur Capital Management, Inc. | 15,876 | $148.0 萬 | 0.89% | +1,157+7.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15,901 | $148.3 萬 | 0.02% | −1,600−9.1% | 減碼 |
| Checchi Capital Advisers, LLC | 15,938 | $148.6 萬 | 0.12% | −1,885−10.6% | 減碼 |