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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 7,236 | $67.5 萬 | 0.25% | +7,236 | 新進 |
| Herold Advisors, Inc. | 7,233 | $67.5 萬 | 0.19% | +20.0% | 加碼 |
| Robotti Robert | 7,215 | $67.3 萬 | 0.10% | 00.0% | 不變 |
| Mechanics Financial Corp | 7,201 | $67.1 萬 | 0.38% | 00.0% | 不變 |
| Corton Capital Inc. | 7,198 | $67.1 萬 | 0.21% | +569+8.6% | 加碼 |
| Hyman Charles D | 7,188 | $67.0 萬 | 0.04% | 00.0% | 不變 |
| Breakwater Capital Group | 7,812 | $67.0 萬 | 0.19% | −143−1.8% | 減碼 |
| KLCM Advisors, Inc. | 7,164 | $66.8 萬 | 0.10% | −246−3.3% | 減碼 |
| Prio Wealth Limited Partnership | 7,108 | $66.3 萬 | 0.02% | −103−1.4% | 減碼 |
| TriaGen Wealth Management LLC | 7,105 | $66.3 萬 | 0.32% | +200+2.9% | 加碼 |
| NBT Bank N A | 7,093 | $66.1 萬 | 0.05% | +51+0.7% | 加碼 |
| Quilter Plc | 7,055 | $66.0 萬 | 0.02% | −1,000−12.4% | 減碼 |
| FDx Advisors, Inc. | 7,064 | $65.9 萬 | 0.05% | −740−9.5% | 減碼 |
| Mission Wealth Management, LP | 7,021 | $65.5 萬 | 0.02% | −132−1.8% | 減碼 |
| IFP Advisors, Inc | 7,019 | $65.4 萬 | 0.03% | −3,923−35.9% | 減碼 |
| LexAurum Advisors, LLC | 7,006 | $65.3 萬 | 0.17% | −122−1.7% | 減碼 |
| Visionary Wealth Advisors | 6,957 | $64.9 萬 | 0.05% | +541+8.4% | 加碼 |
| Empower Advisory Group, LLC | 6,942 | $64.7 萬 | 0.00% | −232−3.2% | 減碼 |
| Texas Capital Bancshares Inc | 6,938 | $64.7 萬 | 0.34% | 00.0% | 不變 |
| IFG Advisors, LLC | 6,932 | $64.6 萬 | 0.19% | 00.0% | 不變 |
| Orca Investment Management, LLC | 6,922 | $64.5 萬 | 0.62% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 6,916 | $64.5 萬 | 0.05% | −492−6.6% | 減碼 |
| Personal Cfo Solutions, LLC | 6,904 | $64.4 萬 | 0.11% | −413−5.6% | 減碼 |
| Waldron Private Wealth LLC | 6,878 | $64.1 萬 | 0.03% | +571+9.1% | 加碼 |
| Empire Financial Management Company, LLC | 6,844 | $63.8 萬 | 0.25% | +193+2.9% | 加碼 |
| AFS Financial Group, LLC | 6,817 | $63.6 萬 | 0.60% | −10,505−60.6% | 減碼 |
| Advisor Resource Council | 6,813 | $63.5 萬 | 0.07% | +6,813 | 新進 |
| Affinity Investment Advisors, LLC | 6,781 | $63.2 萬 | 0.43% | −901−11.7% | 減碼 |
| Miracle Mile Advisors, LLC | 6,778 | $63.2 萬 | 0.02% | +2,942+76.7% | 加碼 |
| CFM Wealth Partners LLC | 6,776 | $63.2 萬 | 0.14% | +484+7.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 6,738 | $62.8 萬 | 0.04% | +603+9.8% | 加碼 |
| West Oak Capital, LLC | 6,997 | $62.8 萬 | 0.29% | 00.0% | 不變 |
| Canton Hathaway, LLC | 6,725 | $62.7 萬 | 0.19% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,714 | $62.6 萬 | 0.29% | −202−2.9% | 減碼 |
| Claro Advisors LLC | 6,714 | $62.6 萬 | 0.14% | −771−10.3% | 減碼 |
| Beta Wealth Group, Inc. | 6,710 | $62.6 萬 | 0.33% | +806+13.7% | 加碼 |
| First Foundation Advisors | 6,702 | $62.5 萬 | 0.03% | −3,393−33.6% | 減碼 |
| Neville Rodie & Shaw Inc | 6,676 | $62.2 萬 | 0.05% | −1,250−15.8% | 減碼 |
| Private Trust Co NA | 6,640 | $61.9 萬 | 0.07% | −1,258−15.9% | 減碼 |
| Harbor Advisors LLC | 6,608 | $61.6 萬 | 0.12% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,600 | $61.5 萬 | 0.04% | +163+2.5% | 加碼 |
| Clifford Group, LLC | 6,591 | $61.5 萬 | 0.57% | +311+5.0% | 加碼 |
| Anchor Investment Management, LLC | 6,553 | $61.1 萬 | 0.07% | +463+7.6% | 加碼 |
| Kovack Advisors, Inc. | 6,541 | $61.0 萬 | 0.07% | +1,091+20.0% | 加碼 |
| Titleist Asset Management, LLC | 6,540 | $61.0 萬 | 0.11% | −731−10.1% | 減碼 |
| Rothschild Investment LLC | 6,533 | $60.9 萬 | 0.05% | +6,533 | 新進 |
| HM Payson & Co | 6,522 | $60.8 萬 | 0.01% | −400−5.8% | 減碼 |
| Colony Group, LLC | 6,525 | $60.8 萬 | 0.01% | +6,525 | 新進 |
| Douglass Winthrop Advisors, LLC | 6,519 | $60.8 萬 | 0.01% | +353+5.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 6,494 | $60.6 萬 | 0.01% | +866+15.4% | 加碼 |
| Arbor Investment Advisors, LLC | 6,489 | $60.5 萬 | 0.09% | −81−1.2% | 減碼 |
| Lee Danner & Bass Inc | 6,463 | $60.3 萬 | 0.05% | −25−0.4% | 減碼 |
| Somerville Kurt F | 6,430 | $60.0 萬 | 0.11% | −10−0.2% | 減碼 |
| Sippican Capital Advisors | 6,429 | $60.0 萬 | 0.47% | +378+6.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,409 | $59.8 萬 | 0.43% | 00.0% | 不變 |
| KPP Advisory Services LLC | 6,380 | $59.5 萬 | 0.52% | +7+0.1% | 加碼 |
| Grove Bank & Trust | 6,342 | $59.1 萬 | 0.11% | +4,019+173.0% | 加碼 |
| Woodmont Investment Counsel LLC | 6,323 | $59.0 萬 | 0.06% | +6,323 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 6,319 | $58.9 萬 | 0.11% | +290+4.8% | 加碼 |
| Cubic Asset Management, LLC | 6,296 | $58.7 萬 | 0.15% | +6,296 | 新進 |
| Worm Capital, LLC | 6,285 | $58.6 萬 | 0.58% | −6,700−51.6% | 減碼 |
| Kingsview Wealth Management, LLC | 6,262 | $58.4 萬 | 0.02% | −523−7.7% | 減碼 |
| Carlson Capital Management | 6,259 | $58.4 萬 | 0.03% | −200−3.1% | 減碼 |
| Welch & Forbes LLC | 6,257 | $58.3 萬 | 0.01% | −859−12.1% | 減碼 |
| First Dallas Securities Inc. | 6,250 | $58.3 萬 | 0.30% | −6,863−52.3% | 減碼 |
| Chicago Wealth Management, Inc. | 6,243 | $58.2 萬 | 0.40% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 7,129 | $58.2 萬 | 0.01% | +1,505+26.8% | 加碼 |
| Icon Wealth Advisors, LLC | 6,217 | $58.0 萬 | 0.06% | +6,217 | 新進 |
| Essex Financial Services, Inc. | 6,186 | $57.7 萬 | 0.06% | +399+6.9% | 加碼 |
| Voya Financial Advisors, Inc. | 6,160 | $57.7 萬 | 0.07% | −1,332−17.8% | 減碼 |
| US Asset Management LLC | 6,176 | $57.6 萬 | 0.57% | +6,176 | 新進 |
| Pacitti Group Inc. | 6,169 | $57.5 萬 | 0.36% | +143+2.4% | 加碼 |
| Lake Street Financial LLC | 6,146 | $57.3 萬 | 0.09% | −540−8.1% | 減碼 |
| Berger Financial Group, Inc | 6,132 | $57.2 萬 | 0.06% | +481+8.5% | 加碼 |
| Prestige Wealth Management Group LLC | 6,130 | $57.2 萬 | 0.13% | +412+7.2% | 加碼 |
| CX Institutional | 6,120 | $57.1 萬 | 0.03% | −1,965−24.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 6,118 | $57.0 萬 | 0.02% | +6,118 | 新進 |
| Central Bank & Trust Co | 6,115 | $57.0 萬 | 0.09% | −4,328−41.4% | 減碼 |
| Bridgefront Capital, LLC | 6,088 | $56.8 萬 | 0.43% | +6,088 | 新進 |
| Benjamin Edwards Inc | 6,024 | $56.2 萬 | 0.12% | +204+3.5% | 加碼 |
| Chapin Davis, Inc. | 6,018 | $56.1 萬 | 0.24% | +32+0.5% | 加碼 |
| Advisors Capital Management, LLC | 6,005 | $56.0 萬 | 0.01% | +36+0.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $56.0 萬 | 0.11% | 00.0% | 不變 |
| Red Lighthouse Investment Management, LLC | 5,995 | $55.9 萬 | 0.23% | +20.0% | 加碼 |
| McDonald Partners LLC | 5,984 | $55.8 萬 | 0.17% | −1,892−24.0% | 減碼 |
| Pictet & Cie (Europe) SA | 5,980 | $55.8 萬 | 0.02% | −236−3.8% | 減碼 |
| Wharton Business Group, LLC | 5,939 | $55.4 萬 | 0.03% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 5,905 | $55.1 萬 | 0.21% | −15−0.3% | 減碼 |
| Laidlaw Wealth Management LLC | 5,902 | $55.0 萬 | 0.20% | −258−4.2% | 減碼 |
| Lebenthal Global Advisors, LLC | 5,879 | $54.8 萬 | 0.13% | −519−8.1% | 減碼 |
| Penserra Capital Management LLC | 5,879 | $54.7 萬 | 0.01% | −1,296−18.1% | 減碼 |
| STAR Financial Bank | 5,865 | $54.7 萬 | 0.50% | +1,350+29.9% | 加碼 |
| Cantor Fitzgerald, L. P. | 5,857 | $54.6 萬 | 0.12% | +1,197+25.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,839 | $54.5 萬 | 0.01% | +769+15.2% | 加碼 |
| Catalyst Financial Partners LLC | 5,825 | $54.3 萬 | 0.15% | +160+2.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,822 | $54.3 萬 | 0.10% | +261+4.7% | 加碼 |
| Westover Capital Advisors, LLC | 5,803 | $54.1 萬 | 0.18% | +103+1.8% | 加碼 |
| Barlow Wealth Partners, Inc. | 5,782 | $53.9 萬 | 0.08% | +5,782 | 新進 |
| Heritage Wealth Advisors | 5,766 | $53.8 萬 | 0.03% | +7+0.1% | 加碼 |
| Capital Square, LLC | 5,759 | $53.7 萬 | 0.61% | +5,759 | 新進 |