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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 3,759 | $35.1 萬 | 0.11% | −95−2.5% | 減碼 |
| Overbrook Management Corp | 3,764 | $35.1 萬 | 0.07% | 00.0% | 不變 |
| MCF Advisors LLC | 3,777 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 3,779 | $35.2 萬 | 0.21% | +38+1.0% | 加碼 |
| Operose Advisors LLC | 3,788 | $35.3 萬 | 0.14% | −682−15.3% | 減碼 |
| Prelude Capital Management, LLC | 3,791 | $35.4 萬 | 0.03% | +966+34.2% | 加碼 |
| Cetera Trust Company, N.A | 3,804 | $35.5 萬 | 0.22% | +3,804 | 新進 |
| Altus Wealth Group LLC | 3,808 | $35.5 萬 | 0.20% | +29+0.8% | 加碼 |
| Rosenbaum Jay D. | 3,810 | $35.5 萬 | 0.92% | +3,810 | 新進 |
| Farmers National Bank | 3,837 | $35.8 萬 | 0.11% | −76−1.9% | 減碼 |
| BluePath Capital Management, LLC | 3,933 | $36.0 萬 | 0.32% | +1,213+44.6% | 加碼 |
| Shell Asset Management Co | 3,865 | $36.0 萬 | 0.02% | −17,984−82.3% | 減碼 |
| Destination Wealth Management | 3,879 | $36.2 萬 | 0.01% | −211−5.2% | 減碼 |
| Forte Capital LLC | 3,890 | $36.3 萬 | 0.05% | −50−1.3% | 減碼 |
| Jmac Enterprises LLC | 3,900 | $36.4 萬 | 0.08% | +1,200+44.4% | 加碼 |
| AlphaCore Capital LLC | 3,929 | $36.6 萬 | 0.05% | −2,893−42.4% | 減碼 |
| RMR Wealth Builders | 3,932 | $36.7 萬 | 0.05% | +175+4.7% | 加碼 |
| Essex Savings Bank | 3,950 | $36.8 萬 | 0.11% | +3,950 | 新進 |
| Eastern Bank | 3,952 | $36.9 萬 | 0.02% | −25−0.6% | 減碼 |
| Hollencrest Capital Management | 3,956 | $36.9 萬 | 0.03% | +223+6.0% | 加碼 |
| Holderness Investments Co | 3,968 | $37.0 萬 | 0.10% | +3,968 | 新進 |
| AdvisorNet Financial, Inc | 3,972 | $37.0 萬 | 0.03% | +405+11.4% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,985 | $37.2 萬 | 0.01% | −359−8.3% | 減碼 |
| Regal Investment Advisors LLC | 4,008 | $37.4 萬 | 0.03% | +128+3.3% | 加碼 |
| Register Financial Advisors LLC | 4,018 | $37.5 萬 | 0.25% | +2,804+231.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,024 | $37.5 萬 | 0.02% | +122+3.1% | 加碼 |
| Allen Investment Management LLC | 4,034 | $37.6 萬 | 0.01% | −11,970−74.8% | 減碼 |
| Wealth Alliance | 4,036 | $37.6 萬 | 0.05% | 00.0% | 不變 |
| CNB Bank | 4,050 | $37.8 萬 | 0.20% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,051 | $37.8 萬 | 0.07% | +167+4.3% | 加碼 |
| Brown Capital Management LLC | 4,054 | $37.8 萬 | 0.01% | −1,708−29.6% | 減碼 |
| Hoylecohen, LLC | 4,063 | $37.9 萬 | 0.03% | +474+13.2% | 加碼 |
| Shepherd Financial Partners LLC | 4,070 | $38.0 萬 | 0.05% | −277−6.4% | 減碼 |
| Meeder Asset Management Inc | 4,076 | $38.0 萬 | 0.03% | +242+6.3% | 加碼 |
| Apexium Financial, LP | 4,082 | $38.1 萬 | 0.03% | +1,246+43.9% | 加碼 |
| Partners Capital Investment Group, LLP | 4,092 | $38.2 萬 | 0.01% | −2,505−38.0% | 減碼 |
| Harbor Investment Advisory, LLC | 4,102 | $38.2 萬 | 0.04% | −5,823−58.7% | 減碼 |
| Johnson Investment Counsel Inc | 4,108 | $38.3 萬 | 0.00% | +476+13.1% | 加碼 |
| L2 Asset Management, LLC | 4,116 | $38.4 萬 | 0.16% | +4,045+5,697.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $38.5 萬 | 0.26% | 00.0% | 不變 |
| Canopy Partners, LLC | 4,147 | $38.7 萬 | 0.24% | +4,147 | 新進 |
| Zions Bancorporation, N.A. | 4,156 | $38.8 萬 | 0.03% | −305−6.8% | 減碼 |
| Avantax Planning Partners, Inc. | 4,163 | $38.8 萬 | 0.01% | +32+0.8% | 加碼 |
| Allstate Corp | 4,170 | $38.9 萬 | 0.03% | −816−16.4% | 減碼 |
| Silver Coast Investments LLC | 4,173 | $38.9 萬 | 0.18% | +4,173 | 新進 |
| Autumn Glory Partners, LLC | 4,535 | $39.0 萬 | 0.22% | +530+13.2% | 加碼 |
| Samalin Investment Counsel, LLC | 4,181 | $39.0 萬 | 0.20% | +91+2.2% | 加碼 |
| Morse Asset Management, Inc | 4,199 | $39.2 萬 | 0.12% | −8,674−67.4% | 減碼 |
| Evernest Financial Advisors, LLC | 4,204 | $39.2 萬 | 0.20% | +4,204 | 新進 |
| Salzhauer Michael | 4,225 | $39.4 萬 | 0.35% | −1,842−30.4% | 減碼 |
| Hudock, Inc. | 4,225 | $39.4 萬 | 0.08% | +518+14.0% | 加碼 |
| Smithfield Trust Co | 4,254 | $39.5 萬 | 0.02% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 4,257 | $39.7 萬 | 0.22% | +45+1.1% | 加碼 |
| DT Investment Partners, LLC | 4,536 | $39.7 萬 | 0.04% | 00.0% | 不變 |
| Rogco, LP | 4,264 | $39.8 萬 | 0.17% | +2,802+191.7% | 加碼 |
| Aaron Wealth Advisors | 4,272 | $39.8 萬 | 0.07% | −1,258−22.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 4,272 | $39.8 萬 | 0.02% | +4,272 | 新進 |
| Freestone Capital Holdings, LLC | 4,275 | $39.9 萬 | 0.02% | +180+4.4% | 加碼 |
| Aspiriant, LLC | 4,275 | $39.9 萬 | 0.02% | +151+3.7% | 加碼 |
| Colonial River Wealth Management, LLC | 4,278 | $39.9 萬 | 0.24% | −709−14.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,285 | $40.0 萬 | 0.03% | −51−1.2% | 減碼 |
| South Dakota Investment Council | 4,300 | $40.1 萬 | 0.01% | +4,300 | 新進 |
| X-Square Capital, LLC | 4,314 | $40.2 萬 | 0.22% | −707−14.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 4,358 | $40.6 萬 | 0.16% | −153−3.4% | 減碼 |
| First County Bank | 4,360 | $40.7 萬 | 0.20% | −34−0.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 4,368 | $40.7 萬 | 0.00% | −600−12.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,370 | $40.8 萬 | 0.04% | +716+19.6% | 加碼 |
| IPG Investment Advisors LLC | 4,375 | $40.8 萬 | 0.08% | −348−7.4% | 減碼 |
| Allred Capital Management, LLC | 4,383 | $40.9 萬 | 0.18% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 4,384 | $40.9 萬 | 0.04% | −711−14.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 4,391 | $40.9 萬 | 0.04% | +4,391 | 新進 |
| Mount Yale Investment Advisors, LLC | 4,427 | $41.3 萬 | 0.04% | −4,982−52.9% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,445 | $41.5 萬 | 0.19% | +4,445 | 新進 |
| Strategy Asset Managers LLC | 4,447 | $41.5 萬 | 0.10% | −1,402−24.0% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,461 | $41.6 萬 | 0.20% | −500−10.1% | 減碼 |
| Marcum Wealth, LLC | 4,474 | $41.7 萬 | 0.04% | −260−5.5% | 減碼 |
| Baron Wealth Management LLC | 4,482 | $41.8 萬 | 0.23% | +20+0.4% | 加碼 |
| Bridgewater Associates, LP | 4,483 | $41.8 萬 | 0.00% | +1,280+40.0% | 加碼 |
| RFG Advisory, LLC | 4,487 | $41.8 萬 | 0.02% | −752−14.4% | 減碼 |
| Visionary Horizons, LLC | 4,494 | $41.9 萬 | 0.34% | +4,494 | 新進 |
| HBK Sorce Advisory LLC | 4,507 | $42.0 萬 | 0.02% | −206−4.4% | 減碼 |
| Strategic Investment Advisors | 4,533 | $42.3 萬 | 0.06% | −1,116−19.8% | 減碼 |
| Continuum Advisory, LLC | 4,531 | $42.3 萬 | 0.06% | +120+2.7% | 加碼 |
| Acadian Asset Management LLC | 4,556 | $42.4 萬 | 0.00% | +895+24.4% | 加碼 |
| Bank of Stockton | 5,003 | $42.7 萬 | 0.14% | +1,403+39.0% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 4,696 | $43.8 萬 | 0.09% | −125−2.6% | 減碼 |
| Insight 2811, Inc. | 4,702 | $43.8 萬 | 0.24% | −124−2.6% | 減碼 |
| Ledyard National Bank | 4,741 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| Calton & Associates, Inc. | 4,752 | $44.3 萬 | 0.18% | +4,752 | 新進 |
| Relative Value Partners Group, LLC | 4,769 | $44.5 萬 | 0.03% | +1,959+69.7% | 加碼 |
| Avestar Capital, LLC | 4,770 | $44.5 萬 | 0.05% | +1,585+49.8% | 加碼 |
| Hexagon Capital Partners LLC | 4,781 | $44.6 萬 | 0.11% | +20.0% | 加碼 |
| SlateStone Wealth, LLC | 4,785 | $44.6 萬 | 0.06% | −307−6.0% | 減碼 |
| Suvretta Capital Management, LLC | 4,800 | $44.8 萬 | 0.02% | +4,800 | 新進 |
| Riverwater Partners LLC | 4,801 | $44.8 萬 | 0.35% | −629−11.6% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 4,812 | $44.9 萬 | 0.08% | +102+2.2% | 加碼 |
| Main Street Financial Solutions, LLC | 4,815 | $44.9 萬 | 0.06% | −19−0.4% | 減碼 |
| Vivaldi Capital Management, LLC | 5,347 | $44.9 萬 | 0.13% | +540+11.2% | 加碼 |
| Arista Wealth Management, LLC | 4,815 | $44.9 萬 | 0.16% | 00.0% | 不變 |
| Addison Advisors LLC | 4,826 | $45.0 萬 | 0.18% | +218+4.7% | 加碼 |