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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 57,740 | $538.4 萬 | 0.15% | +882+1.6% | 加碼 |
| Meyer Handelman Co | 57,806 | $539.0 萬 | 0.21% | −3,300−5.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 57,947 | $540.4 萬 | 0.07% | +31,954+122.9% | 加碼 |
| Logan Capital Management Inc | 57,999 | $540.9 萬 | 0.25% | −14,999−20.5% | 減碼 |
| TownSquare Capital, LLC | 58,312 | $543.8 萬 | 0.09% | +617+1.1% | 加碼 |
| Toroso Investments, LLC | 58,704 | $547.4 萬 | 0.13% | +30,005+104.6% | 加碼 |
| SG Americas Securities, LLC | 58,971 | $549.9 萬 | 0.06% | −16,330−21.7% | 減碼 |
| Assenagon Asset Management S.A. | 59,568 | $555.5 萬 | 0.02% | −2,875−4.6% | 減碼 |
| Cito Capital Group, LLC | 59,955 | $559.1 萬 | 2.40% | +1,150+2.0% | 加碼 |
| Hodges Capital Management Inc. | 60,146 | $560.9 萬 | 0.30% | +35,147+140.6% | 加碼 |
| Xcel Wealth Management, LLC | 60,555 | $564.7 萬 | 1.98% | +15,966+35.8% | 加碼 |
| Heritage Trust Co | 60,878 | $567.7 萬 | 0.80% | +3,434+6.0% | 加碼 |
| Becker Capital Management Inc | 61,014 | $569.0 萬 | 0.21% | −1,924−3.1% | 減碼 |
| L & S Advisors Inc | 61,056 | $569.3 萬 | 0.69% | +61,056 | 新進 |
| Signet Financial Management, LLC | 61,170 | $570.4 萬 | 0.85% | −337−0.5% | 減碼 |
| Illinois Municipal Retirement Fund | 61,276 | $571.4 萬 | 0.10% | 00.0% | 不變 |
| Principal Street Partners, LLC | 61,437 | $572.9 萬 | 1.38% | −4,631−7.0% | 減碼 |
| Greenwood Capital Associates LLC | 62,696 | $584.6 萬 | 0.76% | +10,402+19.9% | 加碼 |
| Iowa State Bank | 62,877 | $586.3 萬 | 1.41% | +192+0.3% | 加碼 |
| Private Wealth Partners, LLC | 64,024 | $597.0 萬 | 0.50% | +4,723+8.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 64,701 | $603.3 萬 | 0.08% | +9,310+16.8% | 加碼 |
| Hudson Valley Investment Advisors Inc | 64,679 | $604.8 萬 | 0.83% | −1,251−1.9% | 減碼 |
| German American Bancorp, Inc. | 65,193 | $607.9 萬 | 0.80% | −3,349−4.9% | 減碼 |
| Albion Financial Group | 65,655 | $612.2 萬 | 0.50% | −912−1.4% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 65,857 | $613.6 萬 | 0.42% | +65,857 | 新進 |
| Westpac Banking Corp | 66,186 | $617.2 萬 | 0.51% | −42,823−39.3% | 減碼 |
| Amica Mutual Insurance Co | 66,212 | $617.4 萬 | 0.67% | 00.0% | 不變 |
| Flputnam Investment Management Co | 66,247 | $617.8 萬 | 0.15% | −47,116−41.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 67,410 | $628.6 萬 | 0.74% | −1,717−2.5% | 減碼 |
| New Mexico Educational Retirement Board | 67,810 | $632.3 萬 | 0.24% | 00.0% | 不變 |
| Baxter Bros Inc | 67,858 | $632.8 萬 | 0.88% | +765+1.1% | 加碼 |
| Investment Management Corp of Ontario | 68,395 | $637.8 萬 | 0.16% | +29,030+73.7% | 加碼 |
| Lido Advisors, LLC | 69,381 | $647.0 萬 | 0.06% | +6,407+10.2% | 加碼 |
| Hennessy Advisors Inc | 70,700 | $659.3 萬 | 0.33% | −1,200−1.7% | 減碼 |
| Cresset Asset Management, LLC | 71,349 | $665.3 萬 | 0.04% | −5,354−7.0% | 減碼 |
| Baugh & Associates, LLC | 72,706 | $678.0 萬 | 3.90% | +1,167+1.6% | 加碼 |
| Avantax Advisory Services, Inc. | 72,911 | $679.9 萬 | 0.07% | +6,745+10.2% | 加碼 |
| Advocate Group LLC | 73,402 | $684.5 萬 | 1.47% | −1,591−2.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 73,635 | $686.6 萬 | 0.07% | −34,332−31.8% | 減碼 |
| Oliver Luxxe Assets LLC | 73,717 | $687.4 萬 | 1.62% | +629+0.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 75,781 | $706.7 萬 | 2.83% | +486+0.6% | 加碼 |
| Avitas Wealth Management LLC | 76,156 | $710.2 萬 | 1.19% | +2,664+3.6% | 加碼 |
| Louisiana State Employees Retirement System | 76,400 | $712.4 萬 | 0.15% | −2,700−3.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 77,064 | $718.6 萬 | 0.46% | +988+1.3% | 加碼 |
| JustInvest LLC | 77,093 | $718.9 萬 | 0.18% | −28,759−27.2% | 減碼 |
| D.A. Davidson & Co. | 77,251 | $720.4 萬 | 0.07% | +255+0.3% | 加碼 |
| Montag A & Associates Inc | 77,350 | $721.3 萬 | 0.40% | +530+0.7% | 加碼 |
| Burns J W & Co Inc | 77,911 | $726.5 萬 | 1.07% | −1,259−1.6% | 減碼 |
| AE Wealth Management LLC | 83,175 | $729.7 萬 | 0.04% | +2,773+3.4% | 加碼 |
| Fiduciary Alliance LLC | 78,287 | $730.0 萬 | 1.44% | −8,622−9.9% | 減碼 |
| Lyell Wealth Management, LP | 79,114 | $737.7 萬 | 0.84% | +5,772+7.9% | 加碼 |
| Hourglass Capital, LLC | 79,527 | $741.6 萬 | 2.39% | +990+1.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 79,691 | $743.1 萬 | 0.01% | −19,579−19.7% | 減碼 |
| DCM Advisors, LLC | 79,857 | $744.7 萬 | 2.67% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 80,000 | $746.0 萬 | 0.07% | +80,000 | 新進 |
| Securian Asset Management, Inc | 80,041 | $746.4 萬 | 0.21% | −11,516−12.6% | 減碼 |
| McGuire Investment Group, LLC | 80,356 | $749.3 萬 | 1.25% | −1,613−2.0% | 減碼 |
| Telemus Capital, LLC | 80,439 | $750.1 萬 | 0.62% | +16,002+24.8% | 加碼 |
| Intact Investment Management Inc. | 80,800 | $753.5 萬 | 0.30% | 00.0% | 不變 |
| White Pine Investment CO | 80,812 | $753.6 萬 | 2.43% | +389+0.5% | 加碼 |
| Oak Harvest Investment Services | 81,574 | $760.7 萬 | 1.52% | −67,566−45.3% | 減碼 |
| Kinneret Advisory, LLC | 82,164 | $766.2 萬 | 0.85% | −523−0.6% | 減碼 |
| Abn Amro Investment Solutions | 82,694 | $771.1 萬 | 0.14% | −9,049−9.9% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 83,095 | $774.9 萬 | 0.03% | +80,095+2,669.8% | 加碼 |
| Pacer Advisors, Inc. | 83,163 | $775.5 萬 | 0.02% | +2,297+2.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 83,351 | $777.2 萬 | 0.10% | −8,645−9.4% | 減碼 |
| Kestra Advisory Services, LLC | 83,759 | $781.1 萬 | 0.06% | +1,523+1.9% | 加碼 |
| Prudential PLC | 84,633 | $789.2 萬 | 0.08% | +181+0.2% | 加碼 |
| Hartford Investment Management Co | 85,227 | $794.7 萬 | 0.30% | −2,101−2.4% | 減碼 |
| Atria Investments LLC | 85,948 | $801.5 萬 | 0.12% | +5,313+6.6% | 加碼 |
| Advisors Asset Management, Inc. | 86,372 | $805.4 萬 | 0.16% | −13,769−13.7% | 減碼 |
| Banque Pictet & Cie SA | 86,453 | $806.2 萬 | 0.09% | +12,870+17.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 86,672 | $808.2 萬 | 0.13% | +30,500+54.3% | 加碼 |
| Aptus Capital Advisors, LLC | 87,091 | $812.1 萬 | 0.24% | −665−0.8% | 減碼 |
| Lowe Brockenbrough & Co Inc | 87,575 | $816.6 萬 | 0.63% | −13,915−13.7% | 減碼 |
| Private Advisor Group, LLC | 88,299 | $823.4 萬 | 0.06% | +8,066+10.1% | 加碼 |
| Steel Peak Wealth Management LLC | 88,973 | $829.7 萬 | 0.49% | +72,541+441.5% | 加碼 |
| Howe & Rusling Inc | 91,205 | $850.5 萬 | 0.90% | +17,413+23.6% | 加碼 |
| Ethic Inc. | 91,629 | $854.4 萬 | 0.25% | −25,973−22.1% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $857.9 萬 | 0.88% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 96,352 | $859.5 萬 | 0.05% | +8,814+10.1% | 加碼 |
| Banco Santander, S.A. | 93,527 | $872.1 萬 | 0.10% | −3,467−3.6% | 減碼 |
| Maryland State Retirement & Pension System | 93,601 | $872.8 萬 | 0.18% | +996+1.1% | 加碼 |
| Brinker Capital Investments, LLC | 93,505 | $874.4 萬 | 0.10% | −5,203−5.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 93,505 | $874.4 萬 | 0.10% | −5,203−5.3% | 減碼 |
| Wealthfront Advisers LLC | 94,604 | $882.2 萬 | 0.03% | −35,287−27.2% | 減碼 |
| Stephens Inc | 94,751 | $883.6 萬 | 0.15% | +39,367+71.1% | 加碼 |
| Liontrust Investment Partners LLP | 95,000 | $885.9 萬 | 0.13% | −11,000−10.4% | 減碼 |
| Qube Research & Technologies Ltd | 95,013 | $886.0 萬 | 0.02% | −1,112,261−92.1% | 減碼 |
| Cornerstone Advisors, LLC | 95,800 | $893.3 萬 | 0.39% | −15,000−13.5% | 減碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $908.0 萬 | 2.90% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 97,708 | $911.4 萬 | 0.41% | −5,476−5.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 98,598 | $919.4 萬 | 0.16% | −74−0.1% | 減碼 |
| Ci Investments Inc. | 99,080 | $923.9 萬 | 0.05% | +9,340+10.4% | 加碼 |
| Core Alternative Capital | 99,283 | $925.8 萬 | 1.59% | −48,070−32.6% | 減碼 |
| Ieq Capital, LLC | 101,017 | $942.0 萬 | 0.16% | +1,927+1.9% | 加碼 |
| Kentucky Retirement Systems | 101,118 | $942.9 萬 | 0.29% | +3,639+3.7% | 加碼 |
| New Republic Capital, LLC | 101,873 | $950.0 萬 | 6.76% | +250.0% | 加碼 |
| Ninety One SA (PTY) Ltd | 102,023 | $951.4 萬 | 1.45% | +102,023 | 新進 |
| Gulf International Bank (UK) Ltd | 102,927 | $959.7 萬 | 0.27% | −11,982−10.4% | 減碼 |