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 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Kingfisher Capital LLC | 2,826 | $26.4 萬 | 0.07% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,838 | $26.5 萬 | 0.01% | +40+1.4% | 加碼 |
| Vantage Consulting Group Inc | 2,844 | $26.5 萬 | 0.18% | −58−2.0% | 減碼 |
| Tritonpoint Wealth, LLC | 2,861 | $26.7 萬 | 0.03% | +2,861 | 新進 |
| Ipswich Investment Management Co., Inc. | 2,868 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 2,880 | $26.9 萬 | 0.02% | −70−2.4% | 減碼 |
| Valmark Advisers, Inc. | 2,881 | $26.9 萬 | 0.01% | −25−0.9% | 減碼 |
| Omnia Family Wealth, LLC | 2,894 | $27.0 萬 | 0.14% | 00.0% | 不變 |
| American Trust | 2,901 | $27.1 萬 | 0.02% | +2,901 | 新進 |
| American State Bank (Iowa) | 2,908 | $27.1 萬 | 0.17% | 00.0% | 不變 |
| Fulcrum Capital LLC | 2,921 | $27.2 萬 | 0.07% | +162+5.9% | 加碼 |
| Manchester Capital Management LLC | 2,933 | $27.4 萬 | 0.04% | −252−7.9% | 減碼 |
| Ameritas Advisory Services, LLC | 3,035 | $27.5 萬 | 0.02% | +3,035 | 新進 |
| Park Edge Advisors, LLC | 2,946 | $27.5 萬 | 0.10% | −5,314−64.3% | 減碼 |
| Blue Fin Capital, Inc. | 2,965 | $27.6 萬 | 0.07% | +2,965 | 新進 |
| Associated Banc-Corp | 2,972 | $27.7 萬 | 0.01% | +260+9.6% | 加碼 |
| Objective Capital Management, LLC | 2,978 | $27.8 萬 | 0.21% | −104−3.4% | 減碼 |
| National Philanthropic Trust | 2,980 | $27.8 萬 | 0.01% | +2,980 | 新進 |
| Proathlete Wealth Management LLC | 2,981 | $27.8 萬 | 0.16% | +2,981 | 新進 |
| Spirit of America Management Corp | 3,000 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Emfo, LLC | 3,000 | $28.0 萬 | 0.26% | +1,000+50.0% | 加碼 |
| Evergreen Capital Management LLC | 3,004 | $28.0 萬 | 0.01% | −3,255−52.0% | 減碼 |
| Manchester Financial Inc | 3,011 | $28.1 萬 | 0.08% | −12−0.4% | 減碼 |
| O'Rourke & Company, Inc | 3,013 | $28.1 萬 | 0.18% | +19+0.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,014 | $28.1 萬 | 0.07% | −158−5.0% | 減碼 |
| Stiles Financial Services Inc | 3,018 | $28.1 萬 | 0.13% | +30+1.0% | 加碼 |
| Navis Wealth Advisors, LLC | 3,021 | $28.2 萬 | 0.37% | +29+1.0% | 加碼 |
| Five Oceans Advisors | 3,022 | $28.2 萬 | 0.16% | +3+0.1% | 加碼 |
| Zhang Financial LLC | 3,025 | $28.2 萬 | 0.02% | +3,025 | 新進 |
| Janney Capital Management LLC | 3,039 | $28.3 萬 | 0.02% | −284−8.5% | 減碼 |
| Sepio Capital, LP | 3,054 | $28.5 萬 | 0.02% | +419+15.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 3,056 | $28.5 萬 | 0.02% | +466+18.0% | 加碼 |
| Trueblood Wealth Management, LLC | 3,080 | $28.7 萬 | 0.18% | +3,080 | 新進 |
| Aprio Wealth Management, LLC | 3,090 | $28.8 萬 | 0.06% | −131−4.1% | 減碼 |
| Wimmer Associates 1, LLC | 3,098 | $28.9 萬 | 0.16% | −90−2.8% | 減碼 |
| HBW Advisory Services LLC | 3,104 | $28.9 萬 | 0.05% | −1,890−37.8% | 減碼 |
| First Interstate Bank | 3,100 | $28.9 萬 | 0.02% | −2,050−39.8% | 減碼 |
| Trilogy Capital Inc. | 3,107 | $29.0 萬 | 0.02% | +100+3.3% | 加碼 |
| Lokken Investment Group LLC | 3,111 | $29.0 萬 | 0.16% | −5,626−64.4% | 減碼 |
| SOL Capital Management CO | 3,120 | $29.1 萬 | 0.04% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 3,110 | $29.1 萬 | 0.00% | +3,110 | 新進 |
| Waddell & Associates, LLC | 3,021 | $29.2 萬 | 0.04% | −1,250−29.3% | 減碼 |
| Pinebridge Investments, L.P. | 3,134 | $29.2 萬 | 0.00% | +124+4.1% | 加碼 |
| Oracle Alpha Inc. | 3,148 | $29.4 萬 | 0.38% | +3,148 | 新進 |
| Richwood Investment Advisors, LLC | 3,163 | $29.5 萬 | 0.28% | −130−3.9% | 減碼 |
| Morningstar Investment Services LLC | 3,161 | $29.6 萬 | 0.00% | +3,161 | 新進 |
| Private Capital Management LLC | 3,179 | $29.6 萬 | 0.07% | +148+4.9% | 加碼 |
| Measured Wealth Private Client Group, LLC | 3,227 | $30.1 萬 | 0.11% | −352−9.8% | 減碼 |
| Guerra Pan Advisors, LLC | 3,239 | $30.2 萬 | 0.29% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 3,249 | $30.3 萬 | 0.10% | −100−3.0% | 減碼 |
| Advus Financial Partners, LLC | 3,264 | $30.4 萬 | 0.10% | −113−3.3% | 減碼 |
| Redwood Investment Management, LLC | 3,279 | $30.6 萬 | 0.03% | +3,279 | 新進 |
| JGP Wealth Management, LLC | 3,290 | $30.7 萬 | 0.05% | +17+0.5% | 加碼 |
| Goldstone Financial Group, LLC | 3,300 | $30.8 萬 | 0.08% | +198+6.4% | 加碼 |
| Fiducient Advisors LLC | 3,321 | $31.0 萬 | 0.06% | −15−0.4% | 減碼 |
| First Affirmative Financial Network | 3,321 | $31.0 萬 | 0.25% | −39−1.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 3,323 | $31.0 萬 | 0.10% | −50−1.5% | 減碼 |
| Crawford Investment Counsel Inc | 3,337 | $31.1 萬 | 0.01% | +70+2.1% | 加碼 |
| Journey Advisory Group, LLC | 3,338 | $31.1 萬 | 0.04% | +10.0% | 加碼 |
| Onefund, LLC | 3,341 | $31.2 萬 | 0.40% | +3,341 | 新進 |
| Pinnacle Financial Partners Inc | 3,361 | $31.3 萬 | 0.01% | +600+21.7% | 加碼 |
| Legacy Advisors, LLC | 3,365 | $31.4 萬 | 0.04% | +3,365 | 新進 |
| Viawealth, LLC | 3,370 | $31.4 萬 | 0.22% | −1,178−25.9% | 減碼 |
| Duncker Streett & Co Inc | 3,371 | $31.4 萬 | 0.07% | −200−5.6% | 減碼 |
| Missouri Trust & Investment Co | 3,375 | $31.5 萬 | 0.13% | −600−15.1% | 減碼 |
| Bedel Financial Consulting, Inc. | 3,375 | $31.5 萬 | 0.06% | +10.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,382 | $31.5 萬 | 0.05% | +294+9.5% | 加碼 |
| Cedar Brook Financial Partners, LLC | 3,487 | $31.6 萬 | 0.07% | +98+2.9% | 加碼 |
| Grandfield & Dodd, LLC | 3,385 | $31.6 萬 | 0.02% | −743−18.0% | 減碼 |
| Bank of Hawaii | 3,386 | $31.6 萬 | 0.02% | +98+3.0% | 加碼 |
| Accredited Investors Inc. | 3,395 | $31.7 萬 | 0.02% | −90−2.6% | 減碼 |
| Skba Capital Management LLC | 3,400 | $31.7 萬 | 0.05% | −750−18.1% | 減碼 |
| Quotient Wealth Partners, LLC | 3,419 | $31.9 萬 | 0.01% | +3,419 | 新進 |
| Alerus Financial NA | 3,419 | $31.9 萬 | 0.03% | −175−4.9% | 減碼 |
| Adviser Investments LLC | 3,423 | $31.9 萬 | 0.00% | +3,423 | 新進 |
| Provence Wealth Management Group | 3,453 | $32.2 萬 | 0.17% | +3,159+1,074.5% | 加碼 |
| American National Bank | 3,471 | $32.4 萬 | 0.05% | −805−18.8% | 減碼 |
| Apriem Advisors | 3,511 | $32.7 萬 | 0.04% | +75+2.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,522 | $32.8 萬 | 0.23% | −218−5.8% | 減碼 |
| City State Bank | 3,542 | $33.0 萬 | 0.17% | +42+1.2% | 加碼 |
| Circle Wealth Management, LLC | 3,547 | $33.1 萬 | 0.01% | 00.0% | 不變 |
| Davidson Investment Advisors | 3,548 | $33.1 萬 | 0.02% | −176−4.7% | 減碼 |
| Cohen & Steers, Inc. | 3,553 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 3,563 | $33.2 萬 | 0.02% | −30−0.8% | 減碼 |
| Quantum Financial Advisors, LLC | 3,570 | $33.3 萬 | 0.08% | −692−16.2% | 減碼 |
| Centric Wealth Management | 3,891 | $33.4 萬 | 0.11% | −97−2.4% | 減碼 |
| Alta Advisers Ltd | 3,600 | $33.6 萬 | 0.18% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 3,607 | $33.6 萬 | 0.04% | +970+36.8% | 加碼 |
| Fortem Financial Group, LLC | 3,608 | $33.6 萬 | 0.17% | −770−17.6% | 減碼 |
| Park National Corp | 3,618 | $33.7 萬 | 0.01% | −200−5.2% | 減碼 |
| Change Path, LLC | 3,616 | $33.8 萬 | 0.02% | +3,616 | 新進 |
| Sage Mountain Advisors LLC | 3,640 | $33.9 萬 | 0.04% | −812−18.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,646 | $34.0 萬 | 0.00% | −36,177−90.8% | 減碼 |
| Frisch Financial Group, Inc. | 3,650 | $34.0 萬 | 0.13% | +13+0.4% | 加碼 |
| Hobbs Group Advisors, LLC | 3,650 | $34.0 萬 | 0.15% | +3,650 | 新進 |
| Eudaimonia Partners, LLC | 3,653 | $34.1 萬 | 0.09% | −285−7.2% | 減碼 |
| First Financial Bank - Trust Division | 3,664 | $34.2 萬 | 0.03% | +10.0% | 加碼 |
| Nwam LLC | 3,673 | $34.2 萬 | 0.03% | +140+4.0% | 加碼 |
| BKD Wealth Advisors, LLC | 3,676 | $34.3 萬 | 0.01% | −3,495−48.7% | 減碼 |
| Amplius Wealth Advisors, LLC | 3,744 | $34.9 萬 | 0.04% | −25−0.7% | 減碼 |