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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 4,845 | $45.2 萬 | 0.02% | +1,153+31.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $45.4 萬 | 0.00% | +1,025+26.7% | 加碼 |
| Wealthsource Partners, LLC | 4,893 | $45.6 萬 | 0.03% | −1,354−21.7% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 4,929 | $46.0 萬 | 0.14% | +4,929 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 4,945 | $46.1 萬 | 0.02% | +4,945 | 新進 |
| BlueCrest Capital Management Ltd | 4,946 | $46.1 萬 | 0.08% | −5,850−54.2% | 減碼 |
| Davis R M Inc | 4,948 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| Roundview Capital LLC | 4,965 | $46.3 萬 | 0.04% | −955−16.1% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $46.3 萬 | 0.05% | +4,968 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 4,962 | $46.4 萬 | 0.02% | −1,030−17.2% | 減碼 |
| Mosley Wealth Management | 4,976 | $46.4 萬 | 0.46% | +4,976 | 新進 |
| Founders Financial Securities LLC | 4,994 | $46.6 萬 | 0.05% | +4,994 | 新進 |
| Millennium Capital Advisors, LLC | 4,997 | $46.6 萬 | 0.36% | +325+7.0% | 加碼 |
| Willner & Heller, LLC | 5,009 | $46.7 萬 | 0.52% | +5,009 | 新進 |
| Executive Wealth Group LLC | 5,017 | $46.8 萬 | 0.30% | +54+1.1% | 加碼 |
| C2C Wealth Management, LLC | 5,005 | $46.9 萬 | 0.40% | −116−2.3% | 減碼 |
| Bell Bank | 5,033 | $46.9 萬 | 0.05% | −630−11.1% | 減碼 |
| Rehmann Capital Advisory Group | 5,037 | $47.0 萬 | 0.04% | −84−1.6% | 減碼 |
| RSM US Wealth Management LLC | 5,040 | $47.0 萬 | 0.01% | +463+10.1% | 加碼 |
| Arcataur Capital Management LLC | 5,047 | $47.1 萬 | 0.18% | −20−0.4% | 減碼 |
| Strategic Financial Services, Inc, | 5,082 | $47.4 萬 | 0.03% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 5,083 | $47.4 萬 | 0.14% | −3,780−42.6% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,091 | $47.5 萬 | 0.06% | −415−7.5% | 減碼 |
| Adirondack Trust Co | 5,532 | $47.6 萬 | 0.21% | −160−2.8% | 減碼 |
| PDS Planning, Inc | 5,115 | $47.7 萬 | 0.05% | −153−2.9% | 減碼 |
| Cambridge Trust Co | 5,137 | $47.9 萬 | 0.02% | −136−2.6% | 減碼 |
| Lavaca Capital LLC | 5,178 | $48.3 萬 | 0.30% | −616−10.6% | 減碼 |
| Peoples Bank | 5,180 | $48.3 萬 | 0.28% | −25−0.5% | 減碼 |
| Lindbrook Capital, LLC | 5,186 | $48.4 萬 | 0.05% | −420−7.5% | 減碼 |
| Integris Wealth Management, LLC | 5,231 | $48.8 萬 | 0.14% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,636 | $48.9 萬 | 0.04% | −46−0.8% | 減碼 |
| Arkadios Wealth Advisors | 5,249 | $48.9 萬 | 0.04% | −327−5.9% | 減碼 |
| NBC Securities, Inc. | 5,294 | $49.3 萬 | 0.05% | −400−7.0% | 減碼 |
| Northern Financial Advisors Inc | 5,308 | $49.5 萬 | 0.42% | −1,697−24.2% | 減碼 |
| Syon Capital LLC | 5,314 | $49.5 萬 | 0.05% | +1,006+23.4% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,315 | $49.6 萬 | 0.45% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 5,391 | $50.3 萬 | 0.06% | −9−0.2% | 減碼 |
| BSW Wealth Partners | 5,410 | $50.4 萬 | 0.10% | −198−3.5% | 減碼 |
| Bahl & Gaynor Inc | 5,446 | $50.8 萬 | 0.00% | −1,167−17.6% | 減碼 |
| Pinnacle Bancorp, Inc. | 5,448 | $50.8 萬 | 0.17% | +312+6.1% | 加碼 |
| Financial Advisors, LLC | 5,476 | $51.1 萬 | 0.11% | −4−0.1% | 減碼 |
| Wilkinson Global Asset Management LLC | 5,484 | $51.1 萬 | 0.04% | −65−1.2% | 減碼 |
| Denali Advisors LLC | 5,500 | $51.3 萬 | 0.16% | −1,600−22.5% | 減碼 |
| Connecticut Wealth Management, LLC | 5,514 | $51.4 萬 | 0.03% | −1,823−24.8% | 減碼 |
| Boston Financial Mangement LLC | 5,515 | $51.4 萬 | 0.02% | +29+0.5% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,532 | $51.6 萬 | 0.06% | −109−1.9% | 減碼 |
| Eads & Heald Wealth Management | 5,548 | $51.7 萬 | 0.25% | +306+5.8% | 加碼 |
| LS Investment Advisors, LLC | 5,550 | $51.8 萬 | 0.09% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 5,552 | $51.8 萬 | 0.04% | +5,552 | 新進 |
| Clearstead Advisors, LLC | 5,558 | $51.8 萬 | 0.03% | +367+7.1% | 加碼 |
| Two Sigma Advisers, LP | 5,600 | $52.2 萬 | 0.00% | +5,600 | 新進 |
| Graypoint LLC | 5,605 | $52.3 萬 | 0.04% | −1,093−16.3% | 減碼 |
| Shufro Rose & Co LLC | 6,420 | $52.4 萬 | 0.05% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 5,632 | $52.5 萬 | 0.12% | +100+1.8% | 加碼 |
| Norden Group LLC | 5,640 | $52.6 萬 | 0.09% | −1,558−21.6% | 減碼 |
| Americana Partners, LLC | 12,280 | $52.9 萬 | 0.05% | +4,873+65.8% | 加碼 |
| Buffington Mohr McNeal | 5,675 | $52.9 萬 | 0.11% | −200−3.4% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 5,742 | $53.5 萬 | 0.17% | −30−0.5% | 減碼 |
| Western Wealth Management, LLC | 5,752 | $53.6 萬 | 0.04% | +683+13.5% | 加碼 |
| Atomi Financial Group, Inc. | 5,753 | $53.6 萬 | 0.07% | +2,753+91.8% | 加碼 |
| Wealth Effects LLC | 5,756 | $53.7 萬 | 0.20% | +51+0.9% | 加碼 |
| Capital Square, LLC | 5,759 | $53.7 萬 | 0.61% | +5,759 | 新進 |
| Heritage Wealth Advisors | 5,766 | $53.8 萬 | 0.03% | +7+0.1% | 加碼 |
| Barlow Wealth Partners, Inc. | 5,782 | $53.9 萬 | 0.08% | +5,782 | 新進 |
| Westover Capital Advisors, LLC | 5,803 | $54.1 萬 | 0.18% | +103+1.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,822 | $54.3 萬 | 0.10% | +261+4.7% | 加碼 |
| Catalyst Financial Partners LLC | 5,825 | $54.3 萬 | 0.15% | +160+2.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,839 | $54.5 萬 | 0.01% | +769+15.2% | 加碼 |
| Cantor Fitzgerald, L. P. | 5,857 | $54.6 萬 | 0.12% | +1,197+25.7% | 加碼 |
| STAR Financial Bank | 5,865 | $54.7 萬 | 0.50% | +1,350+29.9% | 加碼 |
| Penserra Capital Management LLC | 5,879 | $54.7 萬 | 0.01% | −1,296−18.1% | 減碼 |
| Lebenthal Global Advisors, LLC | 5,879 | $54.8 萬 | 0.13% | −519−8.1% | 減碼 |
| Laidlaw Wealth Management LLC | 5,902 | $55.0 萬 | 0.20% | −258−4.2% | 減碼 |
| Legacy Capital Group California, Inc. | 5,905 | $55.1 萬 | 0.21% | −15−0.3% | 減碼 |
| Wharton Business Group, LLC | 5,939 | $55.4 萬 | 0.03% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 5,980 | $55.8 萬 | 0.02% | −236−3.8% | 減碼 |
| McDonald Partners LLC | 5,984 | $55.8 萬 | 0.17% | −1,892−24.0% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,995 | $55.9 萬 | 0.23% | +20.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $56.0 萬 | 0.11% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,005 | $56.0 萬 | 0.01% | +36+0.6% | 加碼 |
| Chapin Davis, Inc. | 6,018 | $56.1 萬 | 0.24% | +32+0.5% | 加碼 |
| Benjamin Edwards Inc | 6,024 | $56.2 萬 | 0.12% | +204+3.5% | 加碼 |
| Bridgefront Capital, LLC | 6,088 | $56.8 萬 | 0.43% | +6,088 | 新進 |
| Central Bank & Trust Co | 6,115 | $57.0 萬 | 0.09% | −4,328−41.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 6,118 | $57.0 萬 | 0.02% | +6,118 | 新進 |
| CX Institutional | 6,120 | $57.1 萬 | 0.03% | −1,965−24.3% | 減碼 |
| Prestige Wealth Management Group LLC | 6,130 | $57.2 萬 | 0.13% | +412+7.2% | 加碼 |
| Berger Financial Group, Inc | 6,132 | $57.2 萬 | 0.06% | +481+8.5% | 加碼 |
| Lake Street Financial LLC | 6,146 | $57.3 萬 | 0.09% | −540−8.1% | 減碼 |
| Pacitti Group Inc. | 6,169 | $57.5 萬 | 0.36% | +143+2.4% | 加碼 |
| US Asset Management LLC | 6,176 | $57.6 萬 | 0.57% | +6,176 | 新進 |
| Voya Financial Advisors, Inc. | 6,160 | $57.7 萬 | 0.07% | −1,332−17.8% | 減碼 |
| Essex Financial Services, Inc. | 6,186 | $57.7 萬 | 0.06% | +399+6.9% | 加碼 |
| Icon Wealth Advisors, LLC | 6,217 | $58.0 萬 | 0.06% | +6,217 | 新進 |
| Ronald Blue Trust, Inc. | 7,129 | $58.2 萬 | 0.01% | +1,505+26.8% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $58.2 萬 | 0.40% | 00.0% | 不變 |
| First Dallas Securities Inc. | 6,250 | $58.3 萬 | 0.30% | −6,863−52.3% | 減碼 |
| Welch & Forbes LLC | 6,257 | $58.3 萬 | 0.01% | −859−12.1% | 減碼 |
| Carlson Capital Management | 6,259 | $58.4 萬 | 0.03% | −200−3.1% | 減碼 |
| Kingsview Wealth Management, LLC | 6,262 | $58.4 萬 | 0.02% | −523−7.7% | 減碼 |