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
- 1,760
- 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 714 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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 5,756 | $53.7 萬 | 0.20% | +51+0.9% | 加碼 |
| Atomi Financial Group, Inc. | 5,753 | $53.6 萬 | 0.07% | +2,753+91.8% | 加碼 |
| Western Wealth Management, LLC | 5,752 | $53.6 萬 | 0.04% | +683+13.5% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 5,742 | $53.5 萬 | 0.17% | −30−0.5% | 減碼 |
| Buffington Mohr McNeal | 5,675 | $52.9 萬 | 0.11% | −200−3.4% | 減碼 |
| Americana Partners, LLC | 12,280 | $52.9 萬 | 0.05% | +4,873+65.8% | 加碼 |
| Norden Group LLC | 5,640 | $52.6 萬 | 0.09% | −1,558−21.6% | 減碼 |
| Curbstone Financial Management Corp | 5,632 | $52.5 萬 | 0.12% | +100+1.8% | 加碼 |
| Shufro Rose & Co LLC | 6,420 | $52.4 萬 | 0.05% | 00.0% | 不變 |
| Graypoint LLC | 5,605 | $52.3 萬 | 0.04% | −1,093−16.3% | 減碼 |
| Two Sigma Advisers, LP | 5,600 | $52.2 萬 | 0.00% | +5,600 | 新進 |
| Clearstead Advisors, LLC | 5,558 | $51.8 萬 | 0.03% | +367+7.1% | 加碼 |
| GM Advisory Group, Inc. | 5,552 | $51.8 萬 | 0.04% | +5,552 | 新進 |
| LS Investment Advisors, LLC | 5,550 | $51.8 萬 | 0.09% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 5,548 | $51.7 萬 | 0.25% | +306+5.8% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,532 | $51.6 萬 | 0.06% | −109−1.9% | 減碼 |
| Boston Financial Mangement LLC | 5,515 | $51.4 萬 | 0.02% | +29+0.5% | 加碼 |
| Connecticut Wealth Management, LLC | 5,514 | $51.4 萬 | 0.03% | −1,823−24.8% | 減碼 |
| Denali Advisors LLC | 5,500 | $51.3 萬 | 0.16% | −1,600−22.5% | 減碼 |
| Wilkinson Global Asset Management LLC | 5,484 | $51.1 萬 | 0.04% | −65−1.2% | 減碼 |
| Financial Advisors, LLC | 5,476 | $51.1 萬 | 0.11% | −4−0.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 5,448 | $50.8 萬 | 0.17% | +312+6.1% | 加碼 |
| Bahl & Gaynor Inc | 5,446 | $50.8 萬 | 0.00% | −1,167−17.6% | 減碼 |
| BSW Wealth Partners | 5,410 | $50.4 萬 | 0.10% | −198−3.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,391 | $50.3 萬 | 0.06% | −9−0.2% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,315 | $49.6 萬 | 0.45% | 00.0% | 不變 |
| Syon Capital LLC | 5,314 | $49.5 萬 | 0.05% | +1,006+23.4% | 加碼 |
| Northern Financial Advisors Inc | 5,308 | $49.5 萬 | 0.42% | −1,697−24.2% | 減碼 |
| NBC Securities, Inc. | 5,294 | $49.3 萬 | 0.05% | −400−7.0% | 減碼 |
| Arkadios Wealth Advisors | 5,249 | $48.9 萬 | 0.04% | −327−5.9% | 減碼 |
| Arete Wealth Advisors, LLC | 5,636 | $48.9 萬 | 0.04% | −46−0.8% | 減碼 |
| Integris Wealth Management, LLC | 5,231 | $48.8 萬 | 0.14% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,186 | $48.4 萬 | 0.05% | −420−7.5% | 減碼 |
| Peoples Bank | 5,180 | $48.3 萬 | 0.28% | −25−0.5% | 減碼 |
| Lavaca Capital LLC | 5,178 | $48.3 萬 | 0.30% | −616−10.6% | 減碼 |
| Cambridge Trust Co | 5,137 | $47.9 萬 | 0.02% | −136−2.6% | 減碼 |
| PDS Planning, Inc | 5,115 | $47.7 萬 | 0.05% | −153−2.9% | 減碼 |
| Adirondack Trust Co | 5,532 | $47.6 萬 | 0.21% | −160−2.8% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,091 | $47.5 萬 | 0.06% | −415−7.5% | 減碼 |
| Childress Capital Advisors, LLC | 5,083 | $47.4 萬 | 0.14% | −3,780−42.6% | 減碼 |
| Strategic Financial Services, Inc, | 5,082 | $47.4 萬 | 0.03% | 00.0% | 不變 |
| Arcataur Capital Management LLC | 5,047 | $47.1 萬 | 0.18% | −20−0.4% | 減碼 |
| RSM US Wealth Management LLC | 5,040 | $47.0 萬 | 0.01% | +463+10.1% | 加碼 |
| Rehmann Capital Advisory Group | 5,037 | $47.0 萬 | 0.04% | −84−1.6% | 減碼 |
| Bell Bank | 5,033 | $46.9 萬 | 0.05% | −630−11.1% | 減碼 |
| C2C Wealth Management, LLC | 5,005 | $46.9 萬 | 0.40% | −116−2.3% | 減碼 |
| Executive Wealth Group LLC | 5,017 | $46.8 萬 | 0.30% | +54+1.1% | 加碼 |
| Willner & Heller, LLC | 5,009 | $46.7 萬 | 0.52% | +5,009 | 新進 |
| Millennium Capital Advisors, LLC | 4,997 | $46.6 萬 | 0.36% | +325+7.0% | 加碼 |
| Founders Financial Securities LLC | 4,994 | $46.6 萬 | 0.05% | +4,994 | 新進 |
| Mosley Wealth Management | 4,976 | $46.4 萬 | 0.46% | +4,976 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 4,962 | $46.4 萬 | 0.02% | −1,030−17.2% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $46.3 萬 | 0.05% | +4,968 | 新進 |
| Roundview Capital LLC | 4,965 | $46.3 萬 | 0.04% | −955−16.1% | 減碼 |
| Davis R M Inc | 4,948 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 4,946 | $46.1 萬 | 0.08% | −5,850−54.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 4,945 | $46.1 萬 | 0.02% | +4,945 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 4,929 | $46.0 萬 | 0.14% | +4,929 | 新進 |
| Wealthsource Partners, LLC | 4,893 | $45.6 萬 | 0.03% | −1,354−21.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $45.4 萬 | 0.00% | +1,025+26.7% | 加碼 |
| Independent Financial Group, LLC | 4,845 | $45.2 萬 | 0.02% | +1,153+31.2% | 加碼 |
| Addison Advisors LLC | 4,826 | $45.0 萬 | 0.18% | +218+4.7% | 加碼 |
| Arista Wealth Management, LLC | 4,815 | $44.9 萬 | 0.16% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 5,347 | $44.9 萬 | 0.13% | +540+11.2% | 加碼 |
| Main Street Financial Solutions, LLC | 4,815 | $44.9 萬 | 0.06% | −19−0.4% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 4,812 | $44.9 萬 | 0.08% | +102+2.2% | 加碼 |
| Riverwater Partners LLC | 4,801 | $44.8 萬 | 0.35% | −629−11.6% | 減碼 |
| Suvretta Capital Management, LLC | 4,800 | $44.8 萬 | 0.02% | +4,800 | 新進 |
| SlateStone Wealth, LLC | 4,785 | $44.6 萬 | 0.06% | −307−6.0% | 減碼 |
| Hexagon Capital Partners LLC | 4,781 | $44.6 萬 | 0.11% | +20.0% | 加碼 |
| Avestar Capital, LLC | 4,770 | $44.5 萬 | 0.05% | +1,585+49.8% | 加碼 |
| Relative Value Partners Group, LLC | 4,769 | $44.5 萬 | 0.03% | +1,959+69.7% | 加碼 |
| Calton & Associates, Inc. | 4,752 | $44.3 萬 | 0.18% | +4,752 | 新進 |
| Ledyard National Bank | 4,741 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| Insight 2811, Inc. | 4,702 | $43.8 萬 | 0.24% | −124−2.6% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 4,696 | $43.8 萬 | 0.09% | −125−2.6% | 減碼 |
| Bank of Stockton | 5,003 | $42.7 萬 | 0.14% | +1,403+39.0% | 加碼 |
| Acadian Asset Management LLC | 4,556 | $42.4 萬 | 0.00% | +895+24.4% | 加碼 |
| Continuum Advisory, LLC | 4,531 | $42.3 萬 | 0.06% | +120+2.7% | 加碼 |
| Strategic Investment Advisors | 4,533 | $42.3 萬 | 0.06% | −1,116−19.8% | 減碼 |
| HBK Sorce Advisory LLC | 4,507 | $42.0 萬 | 0.02% | −206−4.4% | 減碼 |
| Visionary Horizons, LLC | 4,494 | $41.9 萬 | 0.34% | +4,494 | 新進 |
| RFG Advisory, LLC | 4,487 | $41.8 萬 | 0.02% | −752−14.4% | 減碼 |
| Bridgewater Associates, LP | 4,483 | $41.8 萬 | 0.00% | +1,280+40.0% | 加碼 |
| Baron Wealth Management LLC | 4,482 | $41.8 萬 | 0.23% | +20+0.4% | 加碼 |
| Marcum Wealth, LLC | 4,474 | $41.7 萬 | 0.04% | −260−5.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,461 | $41.6 萬 | 0.20% | −500−10.1% | 減碼 |
| Strategy Asset Managers LLC | 4,447 | $41.5 萬 | 0.10% | −1,402−24.0% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,445 | $41.5 萬 | 0.19% | +4,445 | 新進 |
| Mount Yale Investment Advisors, LLC | 4,427 | $41.3 萬 | 0.04% | −4,982−52.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 4,391 | $40.9 萬 | 0.04% | +4,391 | 新進 |
| Cornerstone Wealth Management, LLC | 4,384 | $40.9 萬 | 0.04% | −711−14.0% | 減碼 |
| Allred Capital Management, LLC | 4,383 | $40.9 萬 | 0.18% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 4,375 | $40.8 萬 | 0.08% | −348−7.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,370 | $40.8 萬 | 0.04% | +716+19.6% | 加碼 |
| Fort Washington Investment Advisors Inc | 4,368 | $40.7 萬 | 0.00% | −600−12.1% | 減碼 |
| First County Bank | 4,360 | $40.7 萬 | 0.20% | −34−0.8% | 減碼 |
| Jackson Creek Investment Advisors LLC | 4,358 | $40.6 萬 | 0.16% | −153−3.4% | 減碼 |
| X-Square Capital, LLC | 4,314 | $40.2 萬 | 0.22% | −707−14.1% | 減碼 |
| South Dakota Investment Council | 4,300 | $40.1 萬 | 0.01% | +4,300 | 新進 |