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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 33,217 | $309.7 萬 | 0.08% | +4,564+15.9% | 加碼 |
| Wetherby Asset Management Inc | 33,330 | $310.8 萬 | 0.16% | −2,691−7.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 33,508 | $312.5 萬 | 0.36% | +1,477+4.6% | 加碼 |
| Occidental Asset Management, LLC | 33,653 | $313.8 萬 | 0.65% | +571+1.7% | 加碼 |
| Shorepoint Capital Partners LLC | 33,717 | $314.4 萬 | 0.84% | +3,439+11.4% | 加碼 |
| Lake Street Advisors Group, LLC | 33,855 | $315.7 萬 | 0.16% | −711−2.1% | 減碼 |
| Mizuho Markets Cayman LP | 34,111 | $318.1 萬 | 2.78% | −54,382−61.5% | 減碼 |
| Infrastructure Capital Advisors, LLC | 34,562 | $322.3 萬 | 0.50% | +31,312+963.4% | 加碼 |
| First National Trust Co | 34,756 | $324.1 萬 | 0.14% | +767+2.3% | 加碼 |
| K.J. Harrison & Partners Inc | 34,997 | $326.3 萬 | 0.55% | +2,931+9.1% | 加碼 |
| Cunning Capital Partners, LP | 35,478 | $330.8 萬 | 2.06% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 35,544 | $331.4 萬 | 0.27% | +799+2.3% | 加碼 |
| Vinva Investment Management Ltd | 35,560 | $333.0 萬 | 0.23% | +7,839+28.3% | 加碼 |
| HighPoint Advisor Group LLC | 36,794 | $335.3 萬 | 0.24% | +36,794 | 新進 |
| Lincluden Management Ltd | 35,964 | $335.4 萬 | 0.41% | −474−1.3% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $336.1 萬 | 0.49% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 36,415 | $339.6 萬 | 1.58% | −35−0.1% | 減碼 |
| Morningstar Investment Management LLC | 36,600 | $341.3 萬 | 0.39% | +32,542+801.9% | 加碼 |
| Patten & Patten Inc | 36,733 | $342.5 萬 | 0.28% | −782−2.1% | 減碼 |
| Independent Advisor Alliance | 37,026 | $345.3 萬 | 0.12% | −1,402−3.6% | 減碼 |
| Wealthspire Advisors, LLC | 37,109 | $346.0 萬 | 0.05% | −537−1.4% | 減碼 |
| Stonegate Investment Group, LLC | 37,351 | $348.3 萬 | 0.12% | −31,643−45.9% | 減碼 |
| City Holding Co | 37,396 | $348.7 萬 | 0.56% | +1,498+4.2% | 加碼 |
| GTS Securities LLC | 37,687 | $351.4 萬 | 0.08% | +24,134+178.1% | 加碼 |
| Pitcairn Co | 37,731 | $351.8 萬 | 0.26% | +9,528+33.8% | 加碼 |
| Dana Investment Advisors, Inc. | 37,771 | $352.2 萬 | 0.17% | −3,924−9.4% | 減碼 |
| United Capital Financial Advisers, LLC | 39,039 | $364.0 萬 | 0.03% | +22,859+141.3% | 加碼 |
| Alberta Investment Management Corp | 39,225 | $365.8 萬 | 0.03% | +10,725+37.6% | 加碼 |
| GLOBALT Investments LLC | 39,318 | $366.6 萬 | 0.15% | +39,318 | 新進 |
| United Services Automobile Association | 39,366 | $367.1 萬 | 0.08% | +3,907+11.0% | 加碼 |
| Vestor Capital, LLC | 39,426 | $367.7 萬 | 0.35% | −4,084−9.4% | 減碼 |
| RNC Capital Management LLC | 39,779 | $370.9 萬 | 0.22% | −4,521−10.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 39,820 | $371.3 萬 | 0.21% | −5,339−11.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 40,003 | $373.0 萬 | 0.10% | −267−0.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 40,164 | $374.5 萬 | 0.08% | −39,871−49.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 40,719 | $379.7 萬 | 0.52% | −1,839−4.3% | 減碼 |
| Sit Investment Associates Inc | 40,835 | $380.8 萬 | 0.09% | −41,405−50.3% | 減碼 |
| Roanoke Asset Management Corp | 41,078 | $383.1 萬 | 1.42% | −235−0.6% | 減碼 |
| Evexia Wealth LLC | 43,919 | $383.3 萬 | 1.62% | +909+2.1% | 加碼 |
| Lazard Asset Management LLC | 41,395 | $385.9 萬 | 0.00% | +477+1.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 41,532 | $387.3 萬 | 0.36% | −2,675−6.1% | 減碼 |
| Stock Yards Bank & Trust Co | 41,604 | $388.0 萬 | 0.14% | −1,237−2.9% | 減碼 |
| Linscomb & Williams, Inc. | 42,020 | $391.8 萬 | 0.22% | −1,086−2.5% | 減碼 |
| HB Wealth Management, LLC | 42,499 | $396.3 萬 | 0.06% | +2,627+6.6% | 加碼 |
| Massmutual Trust Co FSB | 42,891 | $400.0 萬 | 0.13% | −1,552−3.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 42,986 | $400.8 萬 | 0.04% | −9,514−18.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,485 | $405.5 萬 | 1.04% | +5,288+13.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 43,536 | $406.0 萬 | 0.48% | −5,905−11.9% | 減碼 |
| Highland Capital Management, LLC | 43,623 | $406.8 萬 | 0.25% | +420+1.0% | 加碼 |
| SkyOak Wealth, LLC | 43,664 | $407.2 萬 | 1.06% | −513−1.2% | 減碼 |
| APG Asset Management N.V. | 48,492 | $409.3 萬 | 0.01% | −49,902−50.7% | 減碼 |
| Quantinno Capital Management LP | 44,050 | $410.8 萬 | 0.14% | −3,293−7.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 44,329 | $413.4 萬 | 0.09% | +4,616+11.6% | 加碼 |
| Joel Isaacson & Co., LLC | 44,620 | $416.1 萬 | 0.26% | +198+0.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 45,024 | $419.8 萬 | 0.29% | +1,502+3.5% | 加碼 |
| Norinchukin Bank, The | 45,220 | $421.7 萬 | 0.10% | −6,063−11.8% | 減碼 |
| Central Trust Co | 45,539 | $424.6 萬 | 0.11% | +1,597+3.6% | 加碼 |
| Canandaigua National Bank & Trust Co | 45,666 | $425.8 萬 | 0.66% | −2,571−5.3% | 減碼 |
| Simon Quick Advisors, LLC | 45,783 | $426.9 萬 | 0.38% | −694−1.5% | 減碼 |
| MainStreet Investment Advisors LLC | 45,890 | $427.9 萬 | 0.48% | −117−0.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 46,158 | $430.4 萬 | 0.16% | −1,532−3.2% | 減碼 |
| Jupiter Wealth Management LLC | 46,408 | $432.8 萬 | 2.55% | +5,331+13.0% | 加碼 |
| D L Carlson Investment Group Inc | 50,954 | $436.5 萬 | 0.89% | −11,518−18.4% | 減碼 |
| Empirical Finance, LLC | 46,840 | $436.8 萬 | 0.30% | −190.0% | 減碼 |
| Ballentine Partners, LLC | 47,602 | $443.9 萬 | 0.09% | −22,944−32.5% | 減碼 |
| Level Four Advisory Services, LLC | 47,666 | $444.5 萬 | 0.25% | +1,223+2.6% | 加碼 |
| Verition Fund Management LLC | 47,947 | $447.1 萬 | 0.05% | −18,406−27.7% | 減碼 |
| First Manhattan Co | 48,475 | $452.0 萬 | 0.02% | +485+1.0% | 加碼 |
| Los Angeles Capital Management LLC | 48,785 | $454.9 萬 | 0.02% | +42,033+622.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 48,926 | $456.2 萬 | 0.17% | −8,600−14.9% | 減碼 |
| Huntington National Bank | 50,239 | $468.5 萬 | 0.04% | +5,591+12.5% | 加碼 |
| Lincoln National Corp | 50,806 | $470.1 萬 | 0.08% | +2,941+6.1% | 加碼 |
| Capital International Ltd | 50,667 | $472.5 萬 | 0.24% | +1,927+4.0% | 加碼 |
| Metropolitan Life Insurance Co | 51,442 | $479.7 萬 | 0.23% | −1,345−2.5% | 減碼 |
| Trifecta Capital Advisors, LLC | 51,472 | $480.0 萬 | 1.33% | +855+1.7% | 加碼 |
| Institutional & Family Asset Management, LLC | 51,510 | $480.3 萬 | 0.79% | −550−1.1% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $481.2 萬 | 0.85% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 51,786 | $482.9 萬 | 0.06% | +211+0.4% | 加碼 |
| Metis Global Partners, LLC | 52,329 | $488.0 萬 | 0.19% | −5,924−10.2% | 減碼 |
| Bernzott Capital Advisors | 52,404 | $488.7 萬 | 1.91% | −575−1.1% | 減碼 |
| Donaldson Capital Management, LLC | 52,582 | $490.3 萬 | 0.22% | +426+0.8% | 加碼 |
| Aureus Asset Management, LLC | 52,615 | $490.6 萬 | 0.36% | +4,629+9.6% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 52,698 | $491.4 萬 | 1.65% | −159−0.3% | 減碼 |
| Elk River Wealth Management, LLC | 52,968 | $493.9 萬 | 0.95% | −113−0.2% | 減碼 |
| Bokf, NA | 53,178 | $495.9 萬 | 0.10% | −25,715−32.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 53,334 | $497.3 萬 | 0.36% | +53,334 | 新進 |
| Parallel Advisors, LLC | 53,469 | $498.6 萬 | 0.15% | −2,588−4.6% | 減碼 |
| Sandy Cove Advisors, LLC | 53,579 | $499.6 萬 | 2.56% | −3,172−5.6% | 減碼 |
| Putnam Investments LLC | 53,887 | $502.5 萬 | 0.01% | −155,189−74.2% | 減碼 |
| Synovus Financial Corp | 54,037 | $504.0 萬 | 0.07% | −39,800−42.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 54,200 | $505.4 萬 | 0.06% | +9,815+22.1% | 加碼 |
| First Hawaiian Bank | 54,942 | $512.3 萬 | 0.16% | +964+1.8% | 加碼 |
| Foundations Investment Advisors, LLC | 59,383 | $515.6 萬 | 0.14% | +953+1.6% | 加碼 |
| Capital International Sarl | 55,885 | $521.1 萬 | 0.20% | +5,742+11.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 56,105 | $523.2 萬 | 0.29% | +27,879+98.8% | 加碼 |
| Old Second National Bank of Aurora | 56,150 | $523.6 萬 | 1.44% | −880−1.5% | 減碼 |
| Geller Advisors LLC | 56,283 | $524.8 萬 | 0.51% | +38+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 56,944 | $531.0 萬 | 0.06% | −3,217−5.3% | 減碼 |
| Glenview Trust Co | 57,301 | $534.3 萬 | 0.13% | −2,216−3.7% | 減碼 |
| Banque Cantonale Vaudoise | 57,544 | $536.7 萬 | 0.23% | −1,880−3.2% | 減碼 |