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 |
|---|---|---|---|---|---|
| Werlinich Asset Management, LLC | 19,690 | $184.4 萬 | 1.40% | +19,690 | 新進 |
| Financial Advisory Service, Inc. | 19,577 | $182.6 萬 | 0.17% | +3,160+19.2% | 加碼 |
| Schechter Investment Advisors, LLC | 19,529 | $182.1 萬 | 0.16% | +2,650+15.7% | 加碼 |
| Lakeview Capital Partners, LLC | 19,309 | $180.1 萬 | 0.32% | +63+0.3% | 加碼 |
| Forum Financial Management, LP | 19,040 | $177.5 萬 | 0.03% | −789−4.0% | 減碼 |
| NorthRock Partners, LLC | 19,029 | $177.4 萬 | 0.07% | +10,660+127.4% | 加碼 |
| Sumitomo Life Insurance Co | 19,021 | $177.4 萬 | 0.06% | −968−4.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 19,006 | $177.2 萬 | 0.03% | −6,514−25.5% | 減碼 |
| Harvest Investment Advisors, LLC | 18,995 | $177.1 萬 | 1.42% | +92+0.5% | 加碼 |
| Boston Private Wealth LLC | 18,958 | $176.8 萬 | 0.04% | +336+1.8% | 加碼 |
| Sigma Planning Corp | 18,822 | $175.5 萬 | 0.14% | −23,292−55.3% | 減碼 |
| Perigon Wealth Management, LLC | 18,741 | $174.8 萬 | 0.06% | −1,110−5.6% | 減碼 |
| Howland Capital Management LLC | 18,734 | $174.7 萬 | 0.09% | −29−0.2% | 減碼 |
| Covenant Asset Management, LLC | 18,692 | $174.3 萬 | 0.49% | +1,419+8.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 18,596 | $173.4 萬 | 0.08% | −2,085−10.1% | 減碼 |
| Belpointe Asset Management LLC | 18,558 | $173.1 萬 | 0.15% | +2,051+12.4% | 加碼 |
| Clough Capital Partners L P | 18,550 | $173.0 萬 | 0.19% | −4,200−18.5% | 減碼 |
| CAPROCK Group, Inc. | 18,505 | $172.6 萬 | 0.11% | −3,229−14.9% | 減碼 |
| Capital Investment Advisors, LLC | 18,318 | $170.8 萬 | 0.04% | −1,700−8.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 18,277 | $170.4 萬 | 0.02% | −4,909−21.2% | 減碼 |
| Acropolis Investment Management, LLC | 18,110 | $170.2 萬 | 0.12% | −378−2.0% | 減碼 |
| Profund Advisors LLC | 18,243 | $170.1 萬 | 0.07% | +3,768+26.0% | 加碼 |
| Argus Investors' Counsel, Inc. | 18,200 | $169.7 萬 | 1.09% | +2,100+13.0% | 加碼 |
| Abbot Financial Management, Inc. | 18,170 | $169.4 萬 | 1.02% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 18,133 | $169.1 萬 | 1.37% | +2,323+14.7% | 加碼 |
| Horizon Investments, LLC | 18,263 | $168.7 萬 | 0.05% | +1,379+8.2% | 加碼 |
| We Are One Seven, LLC | 18,028 | $168.1 萬 | 0.10% | −62−0.3% | 減碼 |
| Meeder Advisory Services, Inc. | 17,992 | $167.8 萬 | 0.19% | −3,091−14.7% | 減碼 |
| NEOS Investment Management LLC | 17,913 | $167.0 萬 | 0.16% | +3,761+26.6% | 加碼 |
| Bradley Foster & Sargent Inc | 17,827 | $166.2 萬 | 0.03% | +1,836+11.5% | 加碼 |
| Capital Asset Advisory Services LLC | 17,758 | $165.6 萬 | 0.10% | +3,386+23.6% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $165.2 萬 | 1.57% | 00.0% | 不變 |
| Congress Wealth Management LLC | 17,661 | $164.7 萬 | 0.03% | +476+2.8% | 加碼 |
| Institute for Wealth Management, LLC. | 17,578 | $163.9 萬 | 0.27% | +618+3.6% | 加碼 |
| Centaurus Financial, Inc. | 17,524 | $163.4 萬 | 0.12% | +106+0.6% | 加碼 |
| Citizens Financial Group Inc | 17,385 | $162.1 萬 | 0.06% | +2,758+18.9% | 加碼 |
| Great Diamond Partners, LLC | 17,361 | $161.9 萬 | 0.40% | −7,930−31.4% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $161.6 萬 | 0.07% | 00.0% | 不變 |
| Wedbush Securities Inc | 17,297 | $161.3 萬 | 0.07% | +406+2.4% | 加碼 |
| Oak Asset Management, LLC | 17,263 | $161.0 萬 | 0.64% | +330+1.9% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 17,246 | $160.8 萬 | 0.41% | +4,421+34.5% | 加碼 |
| Trust Investment Advisors | 17,108 | $159.5 萬 | 1.24% | −177−1.0% | 減碼 |
| Insight Inv LLC | 17,092 | $159.4 萬 | 1.56% | 00.0% | 不變 |
| AIA Group Ltd | 17,091 | $159.4 萬 | 0.07% | 00.0% | 不變 |
| PFG Investments, LLC | 17,062 | $159.1 萬 | 0.30% | +4,139+32.0% | 加碼 |
| Mach-1 Financial Group, Inc. | 16,878 | $157.4 萬 | 0.60% | −294−1.7% | 減碼 |
| Valeo Financial Advisors, LLC | 16,778 | $156.5 萬 | 0.06% | −410−2.4% | 減碼 |
| Strategic Advisors LLC | 16,771 | $156.4 萬 | 0.30% | −141−0.8% | 減碼 |
| Delphi Management Inc | 16,728 | $156.0 萬 | 1.43% | +2,141+14.7% | 加碼 |
| Convergence Investment Partners, LLC | 16,632 | $155.1 萬 | 0.81% | −5,270−24.1% | 減碼 |
| Smith, Salley & Associates | 16,484 | $153.7 萬 | 0.10% | +4,573+38.4% | 加碼 |
| Lee Financial Co | 16,444 | $153.3 萬 | 0.27% | +10,980+201.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 16,402 | $152.9 萬 | 0.50% | +178+1.1% | 加碼 |
| Chesapeake Wealth Management | 16,312 | $152.1 萬 | 0.59% | +87+0.5% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 16,211 | $151.2 萬 | 0.42% | −95−0.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 16,205 | $151.1 萬 | 0.19% | +764+4.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 16,165 | $150.7 萬 | 0.11% | +920+6.0% | 加碼 |
| V-Square Quantitative Management LLC | 16,100 | $150.1 萬 | 0.36% | +5,521+52.2% | 加碼 |
| Wintrust Investments LLC | 16,058 | $149.7 萬 | 0.14% | +5,340+49.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 15,984 | $149.0 萬 | 0.06% | +1,757+12.3% | 加碼 |
| 1st Source Bank | 15,963 | $148.9 萬 | 0.09% | +63+0.4% | 加碼 |
| Checchi Capital Advisers, LLC | 15,938 | $148.6 萬 | 0.12% | −1,885−10.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 15,901 | $148.3 萬 | 0.02% | −1,600−9.1% | 減碼 |
| Decatur Capital Management, Inc. | 15,876 | $148.0 萬 | 0.89% | +1,157+7.9% | 加碼 |
| Cetera Advisors LLC | 17,242 | $147.6 萬 | 0.02% | +259+1.5% | 加碼 |
| Capstone Investment Advisors, LLC | 15,817 | $147.5 萬 | 0.03% | −65,612−80.6% | 減碼 |
| River Street Advisors LLC | 15,809 | $147.4 萬 | 1.18% | +414+2.7% | 加碼 |
| Northcape Wealth Management, LLC | 15,591 | $145.4 萬 | 0.53% | −949−5.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 15,586 | $145.2 萬 | 0.07% | −10,787−40.9% | 減碼 |
| Paradigm Asset Management Co LLC | 15,500 | $144.5 萬 | 0.38% | −400−2.5% | 減碼 |
| Mystic Asset Management, Inc. | 15,498 | $144.5 萬 | 0.69% | +635+4.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 15,496 | $144.5 萬 | 0.27% | +367+2.4% | 加碼 |
| Courier Capital LLC | 15,459 | $144.2 萬 | 0.11% | −66−0.4% | 減碼 |
| WCG Wealth Advisors LLC | 15,437 | $144.0 萬 | 0.11% | −100−0.6% | 減碼 |
| Clarius Group, LLC | 15,381 | $143.4 萬 | 0.12% | −2,463−13.8% | 減碼 |
| Trust Asset Management LLC | 15,376 | $143.4 萬 | 0.14% | 00.0% | 不變 |
| Chemung Canal Trust Co | 15,371 | $143.3 萬 | 0.30% | −2,711−15.0% | 減碼 |
| White Pine Capital LLC | 15,271 | $142.4 萬 | 0.55% | −50−0.3% | 減碼 |
| LGT Group Foundation | 15,191 | $142.2 萬 | 0.03% | −502−3.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 15,187 | $141.6 萬 | 0.64% | +408+2.8% | 加碼 |
| Old National Bancorp | 15,182 | $141.6 萬 | 0.04% | +1,168+8.3% | 加碼 |
| Gryphon Financial Partners LLC | 14,739 | $141.5 萬 | 0.25% | +11,295+328.0% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 15,133 | $141.1 萬 | 0.21% | +15,133 | 新進 |
| Financial Counselors Inc | 14,883 | $138.8 萬 | 0.02% | −150−1.0% | 減碼 |
| Credit Agricole S A | 14,825 | $138.2 萬 | 0.03% | −164,655−91.7% | 減碼 |
| Quadrant Capital Group LLC | 14,736 | $137.4 萬 | 0.12% | −1,980−11.8% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $137.1 萬 | 0.53% | 00.0% | 不變 |
| StoneX Group Inc. | 14,665 | $136.7 萬 | 0.14% | +2,634+21.9% | 加碼 |
| Resources Investment Advisors, LLC. | 14,634 | $136.5 萬 | 0.02% | +2,677+22.4% | 加碼 |
| Vident Advisory, LLC | 14,633 | $136.5 萬 | 0.03% | −1,478−9.2% | 減碼 |
| Waterfront Wealth Inc. | 14,613 | $136.3 萬 | 0.40% | +139+1.0% | 加碼 |
| Schear Investment Advisers, LLC | 14,567 | $135.8 萬 | 1.31% | −228−1.5% | 減碼 |
| Somerset Trust Co | 14,362 | $133.9 萬 | 0.59% | −361−2.5% | 減碼 |
| Bard Financial Services, Inc. | 14,250 | $132.9 萬 | 0.15% | +1,155+8.8% | 加碼 |
| Principal Securities, Inc. | 14,241 | $132.8 萬 | 0.05% | +14,241 | 新進 |
| Intrust Bank NA | 14,169 | $132.1 萬 | 0.15% | −2,124−13.0% | 減碼 |
| Diligent Investors, LLC | 14,149 | $131.9 萬 | 0.36% | −198−1.4% | 減碼 |
| Insigneo Advisory Services, LLC | 14,147 | $131.9 萬 | 0.19% | +11,463+427.1% | 加碼 |
| NVWM, LLC | 14,115 | $131.6 萬 | 0.39% | −5,230−27.0% | 減碼 |
| Duff & Phelps Investment Management Co | 14,103 | $131.5 萬 | 0.02% | 00.0% | 不變 |