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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 46,158 | $430.4 萬 | 0.16% | −1,532−3.2% | 減碼 |
| MainStreet Investment Advisors LLC | 45,890 | $427.9 萬 | 0.48% | −117−0.3% | 減碼 |
| Simon Quick Advisors, LLC | 45,783 | $426.9 萬 | 0.38% | −694−1.5% | 減碼 |
| Canandaigua National Bank & Trust Co | 45,666 | $425.8 萬 | 0.66% | −2,571−5.3% | 減碼 |
| Central Trust Co | 45,539 | $424.6 萬 | 0.11% | +1,597+3.6% | 加碼 |
| Norinchukin Bank, The | 45,220 | $421.7 萬 | 0.10% | −6,063−11.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 45,024 | $419.8 萬 | 0.29% | +1,502+3.5% | 加碼 |
| Joel Isaacson & Co., LLC | 44,620 | $416.1 萬 | 0.26% | +198+0.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 44,329 | $413.4 萬 | 0.09% | +4,616+11.6% | 加碼 |
| Quantinno Capital Management LP | 44,050 | $410.8 萬 | 0.14% | −3,293−7.0% | 減碼 |
| APG Asset Management N.V. | 48,492 | $409.3 萬 | 0.01% | −49,902−50.7% | 減碼 |
| SkyOak Wealth, LLC | 43,664 | $407.2 萬 | 1.06% | −513−1.2% | 減碼 |
| Highland Capital Management, LLC | 43,623 | $406.8 萬 | 0.25% | +420+1.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 43,536 | $406.0 萬 | 0.48% | −5,905−11.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,485 | $405.5 萬 | 1.04% | +5,288+13.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 42,986 | $400.8 萬 | 0.04% | −9,514−18.1% | 減碼 |
| Massmutual Trust Co FSB | 42,891 | $400.0 萬 | 0.13% | −1,552−3.5% | 減碼 |
| HB Wealth Management, LLC | 42,499 | $396.3 萬 | 0.06% | +2,627+6.6% | 加碼 |
| Linscomb & Williams, Inc. | 42,020 | $391.8 萬 | 0.22% | −1,086−2.5% | 減碼 |
| Stock Yards Bank & Trust Co | 41,604 | $388.0 萬 | 0.14% | −1,237−2.9% | 減碼 |
| Adell Harriman & Carpenter Inc | 41,532 | $387.3 萬 | 0.36% | −2,675−6.1% | 減碼 |
| Lazard Asset Management LLC | 41,395 | $385.9 萬 | 0.00% | +477+1.2% | 加碼 |
| Evexia Wealth LLC | 43,919 | $383.3 萬 | 1.62% | +909+2.1% | 加碼 |
| Roanoke Asset Management Corp | 41,078 | $383.1 萬 | 1.42% | −235−0.6% | 減碼 |
| Sit Investment Associates Inc | 40,835 | $380.8 萬 | 0.09% | −41,405−50.3% | 減碼 |
| Mayflower Financial Advisors, LLC | 40,719 | $379.7 萬 | 0.52% | −1,839−4.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 40,164 | $374.5 萬 | 0.08% | −39,871−49.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 40,003 | $373.0 萬 | 0.10% | −267−0.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 39,820 | $371.3 萬 | 0.21% | −5,339−11.8% | 減碼 |
| RNC Capital Management LLC | 39,779 | $370.9 萬 | 0.22% | −4,521−10.2% | 減碼 |
| Vestor Capital, LLC | 39,426 | $367.7 萬 | 0.35% | −4,084−9.4% | 減碼 |
| United Services Automobile Association | 39,366 | $367.1 萬 | 0.08% | +3,907+11.0% | 加碼 |
| GLOBALT Investments LLC | 39,318 | $366.6 萬 | 0.15% | +39,318 | 新進 |
| Alberta Investment Management Corp | 39,225 | $365.8 萬 | 0.03% | +10,725+37.6% | 加碼 |
| United Capital Financial Advisers, LLC | 39,039 | $364.0 萬 | 0.03% | +22,859+141.3% | 加碼 |
| Dana Investment Advisors, Inc. | 37,771 | $352.2 萬 | 0.17% | −3,924−9.4% | 減碼 |
| Pitcairn Co | 37,731 | $351.8 萬 | 0.26% | +9,528+33.8% | 加碼 |
| GTS Securities LLC | 37,687 | $351.4 萬 | 0.08% | +24,134+178.1% | 加碼 |
| City Holding Co | 37,396 | $348.7 萬 | 0.56% | +1,498+4.2% | 加碼 |
| Stonegate Investment Group, LLC | 37,351 | $348.3 萬 | 0.12% | −31,643−45.9% | 減碼 |
| Wealthspire Advisors, LLC | 37,109 | $346.0 萬 | 0.05% | −537−1.4% | 減碼 |
| Independent Advisor Alliance | 37,026 | $345.3 萬 | 0.12% | −1,402−3.6% | 減碼 |
| Patten & Patten Inc | 36,733 | $342.5 萬 | 0.28% | −782−2.1% | 減碼 |
| Morningstar Investment Management LLC | 36,600 | $341.3 萬 | 0.39% | +32,542+801.9% | 加碼 |
| Sculati Wealth Management, LLC | 36,415 | $339.6 萬 | 1.58% | −35−0.1% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $336.1 萬 | 0.49% | 00.0% | 不變 |
| Lincluden Management Ltd | 35,964 | $335.4 萬 | 0.41% | −474−1.3% | 減碼 |
| HighPoint Advisor Group LLC | 36,794 | $335.3 萬 | 0.24% | +36,794 | 新進 |
| Vinva Investment Management Ltd | 35,560 | $333.0 萬 | 0.23% | +7,839+28.3% | 加碼 |
| Siemens Fonds Invest GmbH | 35,544 | $331.4 萬 | 0.27% | +799+2.3% | 加碼 |
| Cunning Capital Partners, LP | 35,478 | $330.8 萬 | 2.06% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 34,997 | $326.3 萬 | 0.55% | +2,931+9.1% | 加碼 |
| First National Trust Co | 34,756 | $324.1 萬 | 0.14% | +767+2.3% | 加碼 |
| Infrastructure Capital Advisors, LLC | 34,562 | $322.3 萬 | 0.50% | +31,312+963.4% | 加碼 |
| Mizuho Markets Cayman LP | 34,111 | $318.1 萬 | 2.78% | −54,382−61.5% | 減碼 |
| Lake Street Advisors Group, LLC | 33,855 | $315.7 萬 | 0.16% | −711−2.1% | 減碼 |
| Shorepoint Capital Partners LLC | 33,717 | $314.4 萬 | 0.84% | +3,439+11.4% | 加碼 |
| Occidental Asset Management, LLC | 33,653 | $313.8 萬 | 0.65% | +571+1.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 33,508 | $312.5 萬 | 0.36% | +1,477+4.6% | 加碼 |
| Wetherby Asset Management Inc | 33,330 | $310.8 萬 | 0.16% | −2,691−7.5% | 減碼 |
| National Asset Management, Inc. | 33,217 | $309.7 萬 | 0.08% | +4,564+15.9% | 加碼 |
| Bartlett & Co. LLC | 32,909 | $308.2 萬 | 0.05% | +213+0.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 32,909 | $308.2 萬 | 0.05% | +213+0.7% | 加碼 |
| Integrated Advisors Network LLC | 32,766 | $305.5 萬 | 0.17% | −35,081−51.7% | 減碼 |
| Geneos Wealth Management Inc. | 32,749 | $305.4 萬 | 0.15% | −475−1.4% | 減碼 |
| Empowered Funds, LLC | 32,704 | $305.0 萬 | 0.08% | +1,336+4.3% | 加碼 |
| Raymond James Trust N.A. | 32,695 | $304.9 萬 | 0.08% | −5,733−14.9% | 減碼 |
| FJ Investments, LLC | 32,693 | $304.9 萬 | 0.14% | +32,693 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 32,518 | $303.2 萬 | 2.49% | −1,400−4.1% | 減碼 |
| Community Trust & Investment Co | 32,060 | $299.0 萬 | 0.23% | −264−0.8% | 減碼 |
| Ritholtz Wealth Management | 31,998 | $298.4 萬 | 0.12% | −193−0.6% | 減碼 |
| Integrated Wealth Concepts LLC | 31,812 | $296.7 萬 | 0.05% | +147+0.5% | 加碼 |
| Everence Capital Management Inc | 31,741 | $296.0 萬 | 0.21% | 00.0% | 不變 |
| Richard P Slaughter Associates Inc | 31,715 | $295.7 萬 | 0.74% | +926+3.0% | 加碼 |
| Advisory Services Network, LLC | 31,575 | $294.4 萬 | 0.07% | +289+0.9% | 加碼 |
| Equitable Holdings, Inc. | 31,263 | $291.5 萬 | 0.04% | +2,762+9.7% | 加碼 |
| Carret Asset Management, LLC | 31,254 | $291.4 萬 | 0.37% | −180−0.6% | 減碼 |
| Palisade Asset Management, LLC | 31,225 | $291.2 萬 | 0.32% | +20+0.1% | 加碼 |
| Dimension Capital Management LLC | 31,006 | $289.1 萬 | 0.60% | +26,270+554.7% | 加碼 |
| Clear Street Markets LLC | 31,000 | $289.1 萬 | 1.16% | +31,000 | 新進 |
| Stratos Wealth Partners, LTD. | 30,482 | $284.2 萬 | 0.05% | +1,052+3.6% | 加碼 |
| Jackson Wealth Management, LLC | 30,420 | $283.7 萬 | 0.37% | −13,481−30.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 30,375 | $283.2 萬 | 0.05% | +30,000+8,000.0% | 加碼 |
| Savant Capital, LLC | 30,307 | $282.6 萬 | 0.04% | +2,756+10.0% | 加碼 |
| Mutual Advisors, LLC | 30,296 | $282.5 萬 | 0.10% | +6,196+25.7% | 加碼 |
| Gifford Fong Associates | 30,000 | $279.8 萬 | 0.60% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 29,745 | $277.4 萬 | 0.04% | −49,726−62.6% | 減碼 |
| Axxcess Wealth Management, LLC | 29,744 | $277.4 萬 | 0.08% | −10,390−25.9% | 減碼 |
| Greenleaf Trust | 29,427 | $274.4 萬 | 0.03% | −8,470−22.4% | 減碼 |
| SYSTM Wealth Solutions LLC | 29,390 | $274.1 萬 | 0.38% | +176+0.6% | 加碼 |
| Epoch Investment Partners, Inc. | 29,088 | $271.2 萬 | 0.01% | −420,587−93.5% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $270.8 萬 | 0.03% | −5,315−15.5% | 減碼 |
| Connectus Wealth, LLC | 29,010 | $270.6 萬 | 0.06% | −1,489−4.9% | 減碼 |
| KCM Investment Advisors LLC | 28,955 | $270.0 萬 | 0.11% | −1,817−5.9% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 28,732 | $267.9 萬 | 0.73% | +28,732 | 新進 |
| Winton Group Ltd | 28,710 | $267.7 萬 | 0.19% | +28,710 | 新進 |
| Northern Oak Wealth Management Inc | 28,285 | $263.8 萬 | 0.32% | −25,428−47.3% | 減碼 |
| Brasada Capital Management, LP | 28,086 | $261.9 萬 | 0.52% | +5,841+26.3% | 加碼 |
| Van Eck Associates Corp | 28,084 | $261.9 萬 | 0.00% | +913+3.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 27,923 | $260.4 萬 | 0.14% | +1,299+4.9% | 加碼 |