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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 27,908 | $260.2 萬 | 0.17% | −22,527−44.7% | 減碼 |
| Skopos Labs, Inc. | 27,906 | $260.2 萬 | 1.24% | +27,906 | 新進 |
| Veriti Management LLC | 27,779 | $259.0 萬 | 0.23% | +3,451+14.2% | 加碼 |
| Union Heritage Capital, LLC | 27,747 | $258.7 萬 | 1.34% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 27,690 | $258.2 萬 | 0.48% | +200+0.7% | 加碼 |
| First National Bank of Omaha | 27,608 | $257.4 萬 | 0.16% | −5,130−15.7% | 減碼 |
| First Citizens Bank & Trust Co | 27,606 | $257.4 萬 | 0.05% | −5,433−16.4% | 減碼 |
| Ashburton (Jersey) Ltd | 31,452 | $256.9 萬 | 1.28% | +1,972+6.7% | 加碼 |
| Lipe & Dalton | 27,215 | $253.8 萬 | 1.38% | −23−0.1% | 減碼 |
| Salem Investment Counselors Inc | 27,216 | $253.8 萬 | 0.09% | +1,259+4.9% | 加碼 |
| Community Bank of Raymore | 26,940 | $251.2 萬 | 1.11% | 00.0% | 不變 |
| Moody National Bank Trust Division | 26,927 | $251.1 萬 | 0.20% | −15,666−36.8% | 減碼 |
| BOK Financial Private Wealth, Inc. | 26,848 | $250.4 萬 | 0.20% | −1,230−4.4% | 減碼 |
| Venture Visionary Partners LLC | 26,762 | $249.6 萬 | 0.13% | +269+1.0% | 加碼 |
| Coastline Trust Co | 26,748 | $249.4 萬 | 0.33% | −6,881−20.5% | 減碼 |
| Asio Capital, LLC | 26,516 | $247.3 萬 | 0.58% | −12,977−32.9% | 減碼 |
| HRT Financial LP | 26,319 | $245.4 萬 | 0.02% | −305,220−92.1% | 減碼 |
| Vestcor Inc | 26,305 | $245.3 萬 | 0.08% | −284−1.1% | 減碼 |
| Next Level Private LLC | 26,248 | $244.8 萬 | 1.39% | −22−0.1% | 減碼 |
| LMCG Investments, LLC | 25,980 | $242.3 萬 | 0.15% | −1,347−4.9% | 減碼 |
| SevenBridge Financial Group, LLC | 25,980 | $242.3 萬 | 0.57% | +4,285+19.8% | 加碼 |
| Park Avenue Securities LLC | 25,903 | $241.5 萬 | 0.03% | +1,863+7.7% | 加碼 |
| Hartline Investment Corp | 25,857 | $241.1 萬 | 0.39% | +285+1.1% | 加碼 |
| Transcend Wealth Collective, LLC | 25,816 | $240.7 萬 | 0.21% | −91−0.4% | 減碼 |
| Hunter Associates Investment Management LLC | 25,684 | $239.8 萬 | 0.44% | −336−1.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 25,659 | $239.3 萬 | 0.15% | +131+0.5% | 加碼 |
| HTLF Bank | 25,605 | $238.8 萬 | 0.28% | +25,605 | 新進 |
| Apollon Wealth Management, LLC | 25,594 | $238.7 萬 | 0.08% | +3,376+15.2% | 加碼 |
| Loomis Sayles & Co L P | 25,575 | $238.5 萬 | 0.00% | −11,127−30.3% | 減碼 |
| Symmetry Partners, LLC | 25,424 | $238.1 萬 | 0.13% | −3,841−13.1% | 減碼 |
| HCR Wealth Advisors | 25,533 | $238.1 萬 | 0.38% | +5,338+26.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 25,508 | $237.9 萬 | 0.07% | −11,152−30.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 25,454 | $237.4 萬 | 0.22% | +7,037+38.2% | 加碼 |
| Aspen Grove Capital, LLC | 25,430 | $236.9 萬 | 0.72% | −10,891−30.0% | 減碼 |
| Bouvel Investment Partners, LLC | 25,398 | $236.8 萬 | 1.11% | +110.0% | 加碼 |
| Arrow Financial Corp | 25,385 | $236.7 萬 | 0.25% | +3,027+13.5% | 加碼 |
| Gotham Asset Management, LLC | 25,295 | $235.9 萬 | 0.04% | +9,706+62.3% | 加碼 |
| Northeast Investment Management | 25,229 | $235.3 萬 | 0.13% | −2,070−7.6% | 減碼 |
| New Age Alpha Advisors, LLC | 25,000 | $233.1 萬 | 1.77% | +25,000 | 新進 |
| Franklin Street Advisors Inc | 25,000 | $233.1 萬 | 0.19% | 00.0% | 不變 |
| Community Bank, N.A. | 24,904 | $232.2 萬 | 0.30% | +2,523+11.3% | 加碼 |
| Texas Yale Capital Corp. | 24,900 | $232.2 萬 | 0.11% | −780−3.0% | 減碼 |
| Greenwich Wealth Management LLC | 24,466 | $228.1 萬 | 0.23% | 00.0% | 不變 |
| Gries Financial LLC | 24,444 | $227.9 萬 | 0.50% | −135−0.5% | 減碼 |
| LM Advisors LLC | 24,081 | $224.6 萬 | 0.45% | +24,081 | 新進 |
| Wolff Wiese Magana LLC | 23,620 | $220.3 萬 | 2.09% | +4,724+25.0% | 加碼 |
| TCTC Holdings, LLC | 23,547 | $219.6 萬 | 0.08% | +360+1.6% | 加碼 |
| Arcus Capital Partners, LLC | 23,538 | $219.5 萬 | 0.77% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 23,427 | $218.5 萬 | 0.12% | −585−2.4% | 減碼 |
| Griffin Asset Management, Inc. | 23,214 | $216.5 萬 | 0.27% | +949+4.3% | 加碼 |
| Fulton Bank, N.A. | 23,191 | $216.3 萬 | 0.10% | +2,103+10.0% | 加碼 |
| Altrafin AG | 23,181 | $216.2 萬 | 0.83% | −1,318−5.4% | 減碼 |
| Bleakley Financial Group, LLC | 23,102 | $215.4 萬 | 0.07% | −2,765−10.7% | 減碼 |
| Regions Financial Corp | 23,016 | $214.6 萬 | 0.02% | −520−2.2% | 減碼 |
| Sawtooth Solutions, LLC | 22,959 | $214.1 萬 | 0.06% | −2,908−11.2% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,943 | $213.8 萬 | 0.42% | +22,943 | 新進 |
| Clear Rock Advisors, LLC | 24,875 | $213.7 萬 | 0.97% | +24,875 | 新進 |
| CoreCap Advisors, LLC | 22,823 | $212.8 萬 | 0.14% | +1,533+7.2% | 加碼 |
| Sowell Financial Services LLC | 22,608 | $210.8 萬 | 0.11% | −5,781−20.4% | 減碼 |
| Caldwell Trust Co | 22,593 | $210.7 萬 | 0.27% | +20.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $209.3 萬 | 0.02% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 22,412 | $209.0 萬 | 0.13% | +1,120+5.3% | 加碼 |
| Burney Co | 22,365 | $208.6 萬 | 0.09% | −5,713−20.3% | 減碼 |
| Wright Investors Service Inc | 22,348 | $208.4 萬 | 0.59% | −4,164−15.7% | 減碼 |
| DRW Securities, LLC | 22,335 | $208.3 萬 | 0.06% | +15,903+247.2% | 加碼 |
| Stolper Co | 22,323 | $208.2 萬 | 0.84% | −2,282−9.3% | 減碼 |
| Prudent Man Advisors, LLC | 22,101 | $206.1 萬 | 0.77% | +2,086+10.4% | 加碼 |
| Cacti Asset Management LLC | 22,000 | $206.1 萬 | 0.18% | 00.0% | 不變 |
| Leonteq Securities AG | 22,026 | $205.4 萬 | 0.26% | −7,602−25.7% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $203.3 萬 | 0.08% | 00.0% | 不變 |
| Paralel Advisors LLC | 21,773 | $203.0 萬 | 0.10% | 00.0% | 不變 |
| Signaturefd, LLC | 21,748 | $202.8 萬 | 0.05% | −3,557−14.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 21,711 | $202.5 萬 | 0.08% | −16,434−43.1% | 減碼 |
| Fidelis Capital Partners, LLC | 21,600 | $201.4 萬 | 0.45% | +8,024+59.1% | 加碼 |
| Alaethes Wealth LLC | 21,516 | $200.6 萬 | 0.95% | +190+0.9% | 加碼 |
| Baldwin Investment Management, LLC | 21,447 | $200.0 萬 | 0.31% | +415+2.0% | 加碼 |
| Freedom Day Solutions, LLC | 21,427 | $199.8 萬 | 0.78% | −1,052−4.7% | 減碼 |
| Moreno Evelyn V | 21,395 | $199.5 萬 | 0.94% | +21,395 | 新進 |
| DoubleLine ETF Adviser LP | 21,141 | $197.1 萬 | 0.57% | +1,489+7.6% | 加碼 |
| TrueMark Investments, LLC | 21,083 | $196.6 萬 | 1.95% | +21,083 | 新進 |
| Ratan Capital Management LP | 21,000 | $195.8 萬 | 1.28% | +21,000 | 新進 |
| Ameliora Wealth Management Ltd. | 20,900 | $194.9 萬 | 0.97% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 20,814 | $194.1 萬 | 1.41% | −462−2.2% | 減碼 |
| Hoey Investments, Inc | 20,750 | $193.5 萬 | 0.55% | −8,072−28.0% | 減碼 |
| New England Research & Management, Inc. | 20,542 | $191.6 萬 | 1.01% | −875−4.1% | 減碼 |
| YHB Investment Advisors, Inc. | 20,544 | $191.6 萬 | 0.19% | −36,960−64.3% | 減碼 |
| Granite Group Advisors, LLC | 21,962 | $190.9 萬 | 1.35% | +21,962 | 新進 |
| TD Private Client Wealth LLC | 20,399 | $190.2 萬 | 0.07% | −43−0.2% | 減碼 |
| Prospera Financial Services Inc | 20,377 | $190.0 萬 | 0.06% | −160−0.8% | 減碼 |
| Banco BTG Pactual S.A. | 20,263 | $189.7 萬 | 0.43% | +20,263 | 新進 |
| Koshinski Asset Management, Inc. | 20,274 | $189.1 萬 | 0.29% | +5,307+35.5% | 加碼 |
| Am Investment Strategies LLC | 20,197 | $188.3 萬 | 0.53% | +3,547+21.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 20,178 | $188.2 萬 | 0.37% | +16+0.1% | 加碼 |
| Modera Wealth Management, LLC | 20,153 | $187.9 萬 | 0.03% | −572−2.8% | 減碼 |
| Brown Brothers Harriman & Co | 20,094 | $187.4 萬 | 0.02% | +776+4.0% | 加碼 |
| Capital Investment Counsel, Inc | 20,083 | $187.3 萬 | 0.33% | −1,200−5.6% | 減碼 |
| United Fire Group Inc | 20,000 | $186.5 萬 | 3.39% | 00.0% | 不變 |
| Atlas Private Wealth Management | 19,911 | $185.7 萬 | 0.87% | +756+3.9% | 加碼 |
| IFG Advisory, LLC | 19,862 | $185.2 萬 | 0.14% | +249+1.3% | 加碼 |
| Foster & Motley Inc | 19,802 | $184.7 萬 | 0.14% | −7,926−28.6% | 減碼 |