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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,268 | $77.1 萬 | 0.03% | +204+2.5% | 加碼 |
| Inspire Trust Co, N.A. | 8,300 | $77.4 萬 | 0.80% | +8,300 | 新進 |
| Beverly Hills Private Wealth, LLC | 8,417 | $78.5 萬 | 0.20% | +3,751+80.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,456 | $78.8 萬 | 0.03% | −459−5.1% | 減碼 |
| Davenport & Co LLC | 8,517 | $79.4 萬 | 0.01% | −892−9.5% | 減碼 |
| Orion Capital Management LLC | 8,544 | $79.7 萬 | 0.47% | +1,525+21.7% | 加碼 |
| Beacon Financial Group | 8,550 | $79.7 萬 | 0.10% | −1,533−15.2% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $79.7 萬 | 0.92% | 00.0% | 不變 |
| Good Life Advisors, LLC | 8,553 | $79.8 萬 | 0.08% | −51−0.6% | 減碼 |
| TRUE Private Wealth Advisors | 8,614 | $80.3 萬 | 0.10% | −121−1.4% | 減碼 |
| Resurgent Financial Advisors LLC | 8,658 | $80.7 萬 | 0.50% | −884−9.3% | 減碼 |
| E&G Advisors, LP | 8,709 | $80.8 萬 | 0.29% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 8,772 | $81.8 萬 | 0.05% | +803+10.1% | 加碼 |
| IHT Wealth Management, LLC | 8,786 | $81.9 萬 | 0.04% | +110+1.3% | 加碼 |
| Sage Rhino Capital LLC | 8,800 | $82.1 萬 | 0.21% | −70−0.8% | 減碼 |
| Magnus Financial Group LLC | 8,804 | $82.1 萬 | 0.11% | −203−2.3% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $82.2 萬 | 0.09% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 8,837 | $82.4 萬 | 0.05% | +574+6.9% | 加碼 |
| GAMMA Investing LLC | 9,517 | $83.0 萬 | 0.22% | +9,517 | 新進 |
| Merit Financial Group, LLC | 8,927 | $83.2 萬 | 0.03% | −13,537−60.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,940 | $83.4 萬 | 0.13% | −23−0.3% | 減碼 |
| Pennsylvania Capital Management Inc | 9,103 | $84.9 萬 | 0.34% | −26−0.3% | 減碼 |
| Levin Capital Strategies, L.P. | 9,125 | $85.1 萬 | 0.09% | +2,875+46.0% | 加碼 |
| Altman Advisors, Inc. | 9,199 | $85.8 萬 | 0.45% | −7,571−45.1% | 減碼 |
| EP Wealth Advisors, LLC | 9,208 | $85.9 萬 | 0.01% | −3,536−27.7% | 減碼 |
| First Citizens Financial Corp | 9,208 | $85.9 萬 | 0.55% | 00.0% | 不變 |
| Rockland Trust Co | 9,236 | $86.1 萬 | 0.05% | +9,236 | 新進 |
| Schonfeld Strategic Advisors LLC | 9,243 | $86.2 萬 | 0.01% | +9,243 | 新進 |
| Buckley Wealth Management, LLC | 9,260 | $86.3 萬 | 0.30% | −477−4.9% | 減碼 |
| W Advisors, LLC | 9,290 | $86.6 萬 | 0.64% | +23+0.2% | 加碼 |
| Global Retirement Partners, LLC | 10,082 | $86.7 萬 | 0.04% | +2,075+25.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 9,320 | $86.9 萬 | 0.16% | +720+8.4% | 加碼 |
| Farther Finance Advisors, LLC | 9,407 | $87.7 萬 | 0.06% | +5,681+152.5% | 加碼 |
| Atom Investors LP | 9,425 | $87.9 萬 | 0.16% | −3,273−25.8% | 減碼 |
| Trust Point Inc. | 9,434 | $88.0 萬 | 0.07% | +9,434 | 新進 |
| Busey Wealth Management | 9,435 | $88.0 萬 | 0.03% | +1,124+13.5% | 加碼 |
| Parcion Private Wealth LLC | 9,468 | $88.3 萬 | 0.08% | 00.0% | 不變 |
| Congress Park Capital LLC | 9,500 | $88.6 萬 | 0.43% | +6,900+265.4% | 加碼 |
| Trust Co of Vermont | 9,502 | $88.6 萬 | 0.06% | −1,579−14.2% | 減碼 |
| Golden State Equity Partners | 9,540 | $89.0 萬 | 0.22% | −693−6.8% | 減碼 |
| Longfellow Investment Management Co LLC | 9,572 | $89.3 萬 | 0.22% | +9,572 | 新進 |
| Desjardins Global Asset Management Inc. | 9,576 | $89.3 萬 | 0.10% | −10,042−51.2% | 減碼 |
| Mather Group, LLC. | 9,588 | $89.4 萬 | 0.01% | −2,250−19.0% | 減碼 |
| First Horizon Advisors, Inc. | 9,628 | $89.8 萬 | 0.03% | +14+0.1% | 加碼 |
| Csenge Advisory Group | 9,663 | $90.1 萬 | 0.06% | +1,024+11.9% | 加碼 |
| Everpar Advisors LLC | 9,665 | $90.1 萬 | 0.42% | +9,665 | 新進 |
| Avidian Wealth Solutions, LLC | 9,672 | $90.2 萬 | 0.06% | −2,575−21.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 9,710 | $90.5 萬 | 0.04% | +9,710 | 新進 |
| LVW Advisors, LLC | 9,723 | $90.7 萬 | 0.17% | +2,422+33.2% | 加碼 |
| Proficio Capital Partners LLC | 9,775 | $91.2 萬 | 0.11% | −5−0.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 9,798 | $91.4 萬 | 0.04% | +9,798 | 新進 |
| Mark Asset Management LP | 9,848 | $91.8 萬 | 0.15% | −480−4.6% | 減碼 |
| Fort Point Capital Partners LLC | 9,867 | $92.0 萬 | 0.14% | +428+4.5% | 加碼 |
| Choate Investment Advisors | 9,917 | $92.5 萬 | 0.03% | +249+2.6% | 加碼 |
| Concord Asset Management, LLC | 9,923 | $92.5 萬 | 0.27% | +3,169+46.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,978 | $93.0 萬 | 0.02% | −441−4.2% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $93.3 萬 | 0.01% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 10,108 | $94.3 萬 | 0.44% | +310+3.2% | 加碼 |
| Northeast Financial Consultants Inc | 10,140 | $94.6 萬 | 0.05% | +300+3.0% | 加碼 |
| Nilsine Partners, LLC | 10,180 | $94.9 萬 | 0.15% | −3,607−26.2% | 減碼 |
| SageView Advisory Group, LLC | 10,849 | $95.1 萬 | 0.04% | +7,797+255.5% | 加碼 |
| Brighton Jones LLC | 10,257 | $95.6 萬 | 0.04% | −209−2.0% | 減碼 |
| FourThought Financial Partners, LLC | 10,279 | $95.9 萬 | 0.12% | −291−2.8% | 減碼 |
| Eagle Asset Management Inc | 10,330 | $96.3 萬 | 0.01% | +2,502+32.0% | 加碼 |
| Granger Management LLC | 10,338 | $96.4 萬 | 0.35% | +6,692+183.5% | 加碼 |
| Castle Wealth Management LLC | 10,349 | $96.5 萬 | 0.58% | +171+1.7% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 10,365 | $96.7 萬 | 0.10% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 10,438 | $97.3 萬 | 0.30% | −48−0.5% | 減碼 |
| Venturi Wealth Management, LLC | 10,441 | $97.4 萬 | 0.07% | −205−1.9% | 減碼 |
| Concord Wealth Partners | 10,461 | $97.5 萬 | 0.20% | +2,404+29.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,515 | $98.1 萬 | 0.26% | +368+3.6% | 加碼 |
| Haverford Trust Co | 10,564 | $98.5 萬 | 0.01% | +40+0.4% | 加碼 |
| Ostrum Asset Management | 10,581 | $98.7 萬 | 0.09% | −7,009−39.8% | 減碼 |
| Bank of New Hampshire | 10,599 | $98.8 萬 | 0.28% | −9,857−48.2% | 減碼 |
| InterOcean Capital Group, LLC | 10,600 | $98.8 萬 | 0.03% | −1,022−8.8% | 減碼 |
| NCM Capital Management, LLC | 10,655 | $99.4 萬 | 0.60% | +160+1.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,658 | $99.4 萬 | 0.16% | −893−7.7% | 減碼 |
| Mork Capital Management, LLC | 10,670 | $99.5 萬 | 0.61% | +740+7.5% | 加碼 |
| Parkside Financial Bank & Trust | 10,676 | $99.6 萬 | 0.18% | +4,230+65.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 10,706 | $99.8 萬 | 0.06% | +661+6.6% | 加碼 |
| Washburn Capital Management, Inc. | 10,731 | $100.1 萬 | 0.75% | −195−1.8% | 減碼 |
| Alera Investment Advisors, LLC | 10,734 | $100.1 萬 | 0.13% | −480−4.3% | 減碼 |
| Hamilton Capital, LLC | 10,833 | $101.0 萬 | 0.08% | +726+7.2% | 加碼 |
| Legacy Bridge, LLC | 10,848 | $101.2 萬 | 0.66% | −50−0.5% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 10,870 | $101.4 萬 | 0.10% | −101−0.9% | 減碼 |
| Summit Trail Advisors, LLC | 10,874 | $101.4 萬 | 0.03% | −1,840−14.5% | 減碼 |
| GFG Capital, LLC | 10,890 | $101.5 萬 | 0.27% | −634−5.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 10,922 | $101.9 萬 | 0.09% | −441−3.9% | 減碼 |
| Hancock Whitney Corp | 11,053 | $103.1 萬 | 0.04% | −123,366−91.8% | 減碼 |
| Rossmore Private Capital | 11,160 | $104.1 萬 | 0.15% | −104−0.9% | 減碼 |
| Kingswood Wealth Advisors, LLC | 11,190 | $104.4 萬 | 0.12% | −1,091−8.9% | 減碼 |
| Hartford Funds Management Co LLC | 11,269 | $105.1 萬 | 0.10% | +1,635+17.0% | 加碼 |
| Helios Capital Management Pte. Ltd | 11,300 | $105.4 萬 | 0.83% | +11,300 | 新進 |
| Cape Ann Savings Bank | 12,080 | $105.4 萬 | 0.70% | −580−4.6% | 減碼 |
| Abbrea Capital, LLC | 11,303 | $105.4 萬 | 0.15% | −921−7.5% | 減碼 |
| Parsons Capital Management Inc | 11,356 | $105.9 萬 | 0.08% | −240−2.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 11,365 | $106.0 萬 | 0.21% | −367−3.1% | 減碼 |
| Van Leeuwen & Company, LLC | 11,386 | $106.2 萬 | 0.62% | +11,386 | 新進 |
| Ar Asset Management Inc | 11,400 | $106.3 萬 | 0.28% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 11,404 | $106.3 萬 | 0.45% | −210−1.8% | 減碼 |