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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $209.3 萬 | 0.02% | 00.0% | 不變 |
| Caldwell Trust Co | 22,593 | $210.7 萬 | 0.27% | +20.0% | 加碼 |
| Sowell Financial Services LLC | 22,608 | $210.8 萬 | 0.11% | −5,781−20.4% | 減碼 |
| CoreCap Advisors, LLC | 22,823 | $212.8 萬 | 0.14% | +1,533+7.2% | 加碼 |
| Clear Rock Advisors, LLC | 24,875 | $213.7 萬 | 0.97% | +24,875 | 新進 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,943 | $213.8 萬 | 0.42% | +22,943 | 新進 |
| Sawtooth Solutions, LLC | 22,959 | $214.1 萬 | 0.06% | −2,908−11.2% | 減碼 |
| Regions Financial Corp | 23,016 | $214.6 萬 | 0.02% | −520−2.2% | 減碼 |
| Bleakley Financial Group, LLC | 23,102 | $215.4 萬 | 0.07% | −2,765−10.7% | 減碼 |
| Altrafin AG | 23,181 | $216.2 萬 | 0.83% | −1,318−5.4% | 減碼 |
| Fulton Bank, N.A. | 23,191 | $216.3 萬 | 0.10% | +2,103+10.0% | 加碼 |
| Griffin Asset Management, Inc. | 23,214 | $216.5 萬 | 0.27% | +949+4.3% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 23,427 | $218.5 萬 | 0.12% | −585−2.4% | 減碼 |
| Arcus Capital Partners, LLC | 23,538 | $219.5 萬 | 0.77% | 00.0% | 不變 |
| TCTC Holdings, LLC | 23,547 | $219.6 萬 | 0.08% | +360+1.6% | 加碼 |
| Wolff Wiese Magana LLC | 23,620 | $220.3 萬 | 2.09% | +4,724+25.0% | 加碼 |
| LM Advisors LLC | 24,081 | $224.6 萬 | 0.45% | +24,081 | 新進 |
| Gries Financial LLC | 24,444 | $227.9 萬 | 0.50% | −135−0.5% | 減碼 |
| Greenwich Wealth Management LLC | 24,466 | $228.1 萬 | 0.23% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 24,900 | $232.2 萬 | 0.11% | −780−3.0% | 減碼 |
| Community Bank, N.A. | 24,904 | $232.2 萬 | 0.30% | +2,523+11.3% | 加碼 |
| Franklin Street Advisors Inc | 25,000 | $233.1 萬 | 0.19% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 25,000 | $233.1 萬 | 1.77% | +25,000 | 新進 |
| Northeast Investment Management | 25,229 | $235.3 萬 | 0.13% | −2,070−7.6% | 減碼 |
| Gotham Asset Management, LLC | 25,295 | $235.9 萬 | 0.04% | +9,706+62.3% | 加碼 |
| Arrow Financial Corp | 25,385 | $236.7 萬 | 0.25% | +3,027+13.5% | 加碼 |
| Bouvel Investment Partners, LLC | 25,398 | $236.8 萬 | 1.11% | +110.0% | 加碼 |
| Aspen Grove Capital, LLC | 25,430 | $236.9 萬 | 0.72% | −10,891−30.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 25,454 | $237.4 萬 | 0.22% | +7,037+38.2% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 25,508 | $237.9 萬 | 0.07% | −11,152−30.4% | 減碼 |
| HCR Wealth Advisors | 25,533 | $238.1 萬 | 0.38% | +5,338+26.4% | 加碼 |
| Symmetry Partners, LLC | 25,424 | $238.1 萬 | 0.13% | −3,841−13.1% | 減碼 |
| Loomis Sayles & Co L P | 25,575 | $238.5 萬 | 0.00% | −11,127−30.3% | 減碼 |
| Apollon Wealth Management, LLC | 25,594 | $238.7 萬 | 0.08% | +3,376+15.2% | 加碼 |
| HTLF Bank | 25,605 | $238.8 萬 | 0.28% | +25,605 | 新進 |
| Ashton Thomas Private Wealth, LLC | 25,659 | $239.3 萬 | 0.15% | +131+0.5% | 加碼 |
| Hunter Associates Investment Management LLC | 25,684 | $239.8 萬 | 0.44% | −336−1.3% | 減碼 |
| Transcend Wealth Collective, LLC | 25,816 | $240.7 萬 | 0.21% | −91−0.4% | 減碼 |
| Hartline Investment Corp | 25,857 | $241.1 萬 | 0.39% | +285+1.1% | 加碼 |
| Park Avenue Securities LLC | 25,903 | $241.5 萬 | 0.03% | +1,863+7.7% | 加碼 |
| LMCG Investments, LLC | 25,980 | $242.3 萬 | 0.15% | −1,347−4.9% | 減碼 |
| SevenBridge Financial Group, LLC | 25,980 | $242.3 萬 | 0.57% | +4,285+19.8% | 加碼 |
| Next Level Private LLC | 26,248 | $244.8 萬 | 1.39% | −22−0.1% | 減碼 |
| Vestcor Inc | 26,305 | $245.3 萬 | 0.08% | −284−1.1% | 減碼 |
| HRT Financial LP | 26,319 | $245.4 萬 | 0.02% | −305,220−92.1% | 減碼 |
| Asio Capital, LLC | 26,516 | $247.3 萬 | 0.58% | −12,977−32.9% | 減碼 |
| Coastline Trust Co | 26,748 | $249.4 萬 | 0.33% | −6,881−20.5% | 減碼 |
| Venture Visionary Partners LLC | 26,762 | $249.6 萬 | 0.13% | +269+1.0% | 加碼 |
| BOK Financial Private Wealth, Inc. | 26,848 | $250.4 萬 | 0.20% | −1,230−4.4% | 減碼 |
| Moody National Bank Trust Division | 26,927 | $251.1 萬 | 0.20% | −15,666−36.8% | 減碼 |
| Community Bank of Raymore | 26,940 | $251.2 萬 | 1.11% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 27,216 | $253.8 萬 | 0.09% | +1,259+4.9% | 加碼 |
| Lipe & Dalton | 27,215 | $253.8 萬 | 1.38% | −23−0.1% | 減碼 |
| Ashburton (Jersey) Ltd | 31,452 | $256.9 萬 | 1.28% | +1,972+6.7% | 加碼 |
| First Citizens Bank & Trust Co | 27,606 | $257.4 萬 | 0.05% | −5,433−16.4% | 減碼 |
| First National Bank of Omaha | 27,608 | $257.4 萬 | 0.16% | −5,130−15.7% | 減碼 |
| Culbertson A N & Co Inc | 27,690 | $258.2 萬 | 0.48% | +200+0.7% | 加碼 |
| Union Heritage Capital, LLC | 27,747 | $258.7 萬 | 1.34% | 00.0% | 不變 |
| Veriti Management LLC | 27,779 | $259.0 萬 | 0.23% | +3,451+14.2% | 加碼 |
| Skopos Labs, Inc. | 27,906 | $260.2 萬 | 1.24% | +27,906 | 新進 |
| Summit Financial, LLC | 27,908 | $260.2 萬 | 0.17% | −22,527−44.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 27,923 | $260.4 萬 | 0.14% | +1,299+4.9% | 加碼 |
| Van Eck Associates Corp | 28,084 | $261.9 萬 | 0.00% | +913+3.4% | 加碼 |
| Brasada Capital Management, LP | 28,086 | $261.9 萬 | 0.52% | +5,841+26.3% | 加碼 |
| Northern Oak Wealth Management Inc | 28,285 | $263.8 萬 | 0.32% | −25,428−47.3% | 減碼 |
| Winton Group Ltd | 28,710 | $267.7 萬 | 0.19% | +28,710 | 新進 |
| University of Texas/Texas Am Investment Managment Co | 28,732 | $267.9 萬 | 0.73% | +28,732 | 新進 |
| KCM Investment Advisors LLC | 28,955 | $270.0 萬 | 0.11% | −1,817−5.9% | 減碼 |
| Connectus Wealth, LLC | 29,010 | $270.6 萬 | 0.06% | −1,489−4.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $270.8 萬 | 0.03% | −5,315−15.5% | 減碼 |
| Epoch Investment Partners, Inc. | 29,088 | $271.2 萬 | 0.01% | −420,587−93.5% | 減碼 |
| SYSTM Wealth Solutions LLC | 29,390 | $274.1 萬 | 0.38% | +176+0.6% | 加碼 |
| Greenleaf Trust | 29,427 | $274.4 萬 | 0.03% | −8,470−22.4% | 減碼 |
| Axxcess Wealth Management, LLC | 29,744 | $277.4 萬 | 0.08% | −10,390−25.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 29,745 | $277.4 萬 | 0.04% | −49,726−62.6% | 減碼 |
| Gifford Fong Associates | 30,000 | $279.8 萬 | 0.60% | 00.0% | 不變 |
| Mutual Advisors, LLC | 30,296 | $282.5 萬 | 0.10% | +6,196+25.7% | 加碼 |
| Savant Capital, LLC | 30,307 | $282.6 萬 | 0.04% | +2,756+10.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 30,375 | $283.2 萬 | 0.05% | +30,000+8,000.0% | 加碼 |
| Jackson Wealth Management, LLC | 30,420 | $283.7 萬 | 0.37% | −13,481−30.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 30,482 | $284.2 萬 | 0.05% | +1,052+3.6% | 加碼 |
| Clear Street Markets LLC | 31,000 | $289.1 萬 | 1.16% | +31,000 | 新進 |
| Dimension Capital Management LLC | 31,006 | $289.1 萬 | 0.60% | +26,270+554.7% | 加碼 |
| Palisade Asset Management, LLC | 31,225 | $291.2 萬 | 0.32% | +20+0.1% | 加碼 |
| Carret Asset Management, LLC | 31,254 | $291.4 萬 | 0.37% | −180−0.6% | 減碼 |
| Equitable Holdings, Inc. | 31,263 | $291.5 萬 | 0.04% | +2,762+9.7% | 加碼 |
| Advisory Services Network, LLC | 31,575 | $294.4 萬 | 0.07% | +289+0.9% | 加碼 |
| Richard P Slaughter Associates Inc | 31,715 | $295.7 萬 | 0.74% | +926+3.0% | 加碼 |
| Everence Capital Management Inc | 31,741 | $296.0 萬 | 0.21% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 31,812 | $296.7 萬 | 0.05% | +147+0.5% | 加碼 |
| Ritholtz Wealth Management | 31,998 | $298.4 萬 | 0.12% | −193−0.6% | 減碼 |
| Community Trust & Investment Co | 32,060 | $299.0 萬 | 0.23% | −264−0.8% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 32,518 | $303.2 萬 | 2.49% | −1,400−4.1% | 減碼 |
| FJ Investments, LLC | 32,693 | $304.9 萬 | 0.14% | +32,693 | 新進 |
| Raymond James Trust N.A. | 32,695 | $304.9 萬 | 0.08% | −5,733−14.9% | 減碼 |
| Empowered Funds, LLC | 32,704 | $305.0 萬 | 0.08% | +1,336+4.3% | 加碼 |
| Geneos Wealth Management Inc. | 32,749 | $305.4 萬 | 0.15% | −475−1.4% | 減碼 |
| Integrated Advisors Network LLC | 32,766 | $305.5 萬 | 0.17% | −35,081−51.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 32,909 | $308.2 萬 | 0.05% | +213+0.7% | 加碼 |
| Bartlett & Co. LLC | 32,909 | $308.2 萬 | 0.05% | +213+0.7% | 加碼 |