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 |
|---|---|---|---|---|---|
| S&CO Inc | 13,915 | $129.7 萬 | 0.10% | 00.0% | 不變 |
| AMG National Trust Bank | 13,859 | $129.2 萬 | 0.04% | +510+3.8% | 加碼 |
| Mirador Capital Partners LP | 13,702 | $127.8 萬 | 0.27% | +544+4.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 13,657 | $127.4 萬 | 0.17% | +13,657 | 新進 |
| Meridian Wealth Management, LLC | 13,642 | $127.2 萬 | 0.08% | −12,128−47.1% | 減碼 |
| Excalibur Management Corp | 13,568 | $126.5 萬 | 0.59% | +52+0.4% | 加碼 |
| Vise Technologies, Inc. | 13,560 | $126.4 萬 | 0.27% | −2,921−17.7% | 減碼 |
| Deltec Asset Management LLC | 13,500 | $125.9 萬 | 0.28% | −5,000−27.0% | 減碼 |
| Systematic Financial Management LP | 13,500 | $125.9 萬 | 0.04% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 13,481 | $125.7 萬 | 0.25% | +1,560+13.1% | 加碼 |
| TLWM | 13,475 | $125.7 萬 | 0.30% | +84+0.6% | 加碼 |
| Dakota Wealth Management | 13,453 | $125.4 萬 | 0.05% | +650+5.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 13,445 | $125.4 萬 | 0.12% | +2,528+23.2% | 加碼 |
| Qtron Investments LLC | 13,403 | $125.0 萬 | 0.20% | +5,048+60.4% | 加碼 |
| Spire Wealth Management | 14,623 | $124.8 萬 | 0.04% | −1,294−8.1% | 減碼 |
| First National Advisers, LLC | 13,325 | $124.3 萬 | 0.36% | +4,787+56.1% | 加碼 |
| Quadcap Wealth Management, LLC | 13,277 | $123.8 萬 | 0.32% | +13,277 | 新進 |
| Investors Research Corp | 13,266 | $123.7 萬 | 0.30% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 13,181 | $122.9 萬 | 0.02% | −5,048−27.7% | 減碼 |
| Pekin Hardy Strauss, Inc. | 13,135 | $122.5 萬 | 0.18% | −550−4.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 13,084 | $122.0 萬 | 0.27% | +13,084 | 新進 |
| Long Run Wealth Advisors, LLC | 13,068 | $121.9 萬 | 0.35% | −250−1.9% | 減碼 |
| Allworth Financial LP | 13,068 | $121.9 萬 | 0.01% | −273−2.0% | 減碼 |
| Whittier Trust Co | 13,045 | $121.6 萬 | 0.02% | −738−5.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 13,006 | $121.3 萬 | 0.07% | +1,457+12.6% | 加碼 |
| Avalon Trust Co | 13,000 | $121.2 萬 | 0.11% | 00.0% | 不變 |
| Cigna Investments Inc | 12,864 | $120.0 萬 | 0.25% | −135−1.0% | 減碼 |
| South State Corp. | 12,774 | $119.1 萬 | 0.10% | −1,116−8.0% | 減碼 |
| Panagora Asset Management Inc | 12,729 | $118.7 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 12,703 | $118.5 萬 | 0.09% | +1,601+14.4% | 加碼 |
| Diversified Trust Co | 12,683 | $118.3 萬 | 0.04% | +1,523+13.6% | 加碼 |
| Snowden Capital Advisors LLC | 12,652 | $118.0 萬 | 0.04% | −46,330−78.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 12,618 | $117.7 萬 | 0.10% | +3,066+32.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $117.5 萬 | 0.41% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 12,595 | $117.5 萬 | 0.11% | +267+2.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 12,570 | $117.2 萬 | 0.03% | −482,807−97.5% | 減碼 |
| Columbia Trust Co 01012016 | 12,501 | $116.6 萬 | 0.53% | +857+7.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 12,397 | $115.6 萬 | 0.14% | −172−1.4% | 減碼 |
| Berkeley Capital Partners, LLC | 12,248 | $114.2 萬 | 0.38% | −1,370−10.1% | 減碼 |
| Jefferies Financial Group Inc. | 12,241 | $114.1 萬 | 0.02% | −37,633−75.5% | 減碼 |
| Viewpoint Capital Management LLC | 12,215 | $113.9 萬 | 0.80% | 00.0% | 不變 |
| Quent Capital, LLC | 12,210 | $113.9 萬 | 0.15% | +643+5.6% | 加碼 |
| Garner Asset Management Corp | 13,151 | $112.1 萬 | 0.57% | +343+2.7% | 加碼 |
| Parkside Investments, LLC | 12,000 | $111.9 萬 | 0.19% | +4,000+50.0% | 加碼 |
| Alpha DNA Investment Management LLC | 11,921 | $111.2 萬 | 0.66% | +52+0.4% | 加碼 |
| Zullo Investment Group, Inc. | 11,912 | $111.1 萬 | 0.57% | −497−4.0% | 減碼 |
| Delta Asset Management LLC | 11,902 | $111.0 萬 | 0.11% | −25−0.2% | 減碼 |
| King Luther Capital Management Corp | 11,890 | $110.9 萬 | 0.01% | −4,860−29.0% | 減碼 |
| Peoples Financial Services Corp. | 11,872 | $110.7 萬 | 0.48% | −20.0% | 減碼 |
| Lansing Street Advisors | 11,844 | $110.4 萬 | 0.58% | +11,844 | 新進 |
| Berkshire Asset Management LLC | 11,822 | $110.2 萬 | 0.06% | −21−0.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 11,790 | $109.9 萬 | 0.01% | +1,631+16.1% | 加碼 |
| Washington Trust Co | 11,736 | $109.4 萬 | 0.04% | +761+6.9% | 加碼 |
| Focus Financial Network Inc | 11,643 | $108.6 萬 | 0.04% | +11,643 | 新進 |
| Principle Wealth Partners LLC | 11,636 | $108.5 萬 | 0.09% | +6+0.1% | 加碼 |
| Compton Wealth Advisory Group, LLC | 11,621 | $108.4 萬 | 0.34% | +306+2.7% | 加碼 |
| Radnor Capital Management, LLC | 11,602 | $108.2 萬 | 0.20% | +2,582+28.6% | 加碼 |
| Donald L. Hagan, LLC | 11,585 | $108.0 萬 | 0.60% | −344−2.9% | 減碼 |
| Trust Co of Toledo NA | 11,581 | $108.0 萬 | 0.19% | +1,000+9.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,538 | $107.6 萬 | 0.10% | +558+5.1% | 加碼 |
| Cipher Capital LP | 11,472 | $107.0 萬 | 0.35% | +5,420+89.6% | 加碼 |
| Gibraltar Capital Management, Inc. | 11,404 | $106.3 萬 | 0.45% | −210−1.8% | 減碼 |
| Ar Asset Management Inc | 11,400 | $106.3 萬 | 0.28% | 00.0% | 不變 |
| Van Leeuwen & Company, LLC | 11,386 | $106.2 萬 | 0.62% | +11,386 | 新進 |
| Relyea Zuckerberg Hanson LLC | 11,365 | $106.0 萬 | 0.21% | −367−3.1% | 減碼 |
| Parsons Capital Management Inc | 11,356 | $105.9 萬 | 0.08% | −240−2.1% | 減碼 |
| Abbrea Capital, LLC | 11,303 | $105.4 萬 | 0.15% | −921−7.5% | 減碼 |
| Cape Ann Savings Bank | 12,080 | $105.4 萬 | 0.70% | −580−4.6% | 減碼 |
| Helios Capital Management Pte. Ltd | 11,300 | $105.4 萬 | 0.83% | +11,300 | 新進 |
| Hartford Funds Management Co LLC | 11,269 | $105.1 萬 | 0.10% | +1,635+17.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 11,190 | $104.4 萬 | 0.12% | −1,091−8.9% | 減碼 |
| Rossmore Private Capital | 11,160 | $104.1 萬 | 0.15% | −104−0.9% | 減碼 |
| Hancock Whitney Corp | 11,053 | $103.1 萬 | 0.04% | −123,366−91.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 10,922 | $101.9 萬 | 0.09% | −441−3.9% | 減碼 |
| GFG Capital, LLC | 10,890 | $101.5 萬 | 0.27% | −634−5.5% | 減碼 |
| Summit Trail Advisors, LLC | 10,874 | $101.4 萬 | 0.03% | −1,840−14.5% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 10,870 | $101.4 萬 | 0.10% | −101−0.9% | 減碼 |
| Legacy Bridge, LLC | 10,848 | $101.2 萬 | 0.66% | −50−0.5% | 減碼 |
| Hamilton Capital, LLC | 10,833 | $101.0 萬 | 0.08% | +726+7.2% | 加碼 |
| Alera Investment Advisors, LLC | 10,734 | $100.1 萬 | 0.13% | −480−4.3% | 減碼 |
| Washburn Capital Management, Inc. | 10,731 | $100.1 萬 | 0.75% | −195−1.8% | 減碼 |
| Stratos Wealth Advisors, LLC | 10,706 | $99.8 萬 | 0.06% | +661+6.6% | 加碼 |
| Parkside Financial Bank & Trust | 10,676 | $99.6 萬 | 0.18% | +4,230+65.6% | 加碼 |
| Mork Capital Management, LLC | 10,670 | $99.5 萬 | 0.61% | +740+7.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,658 | $99.4 萬 | 0.16% | −893−7.7% | 減碼 |
| NCM Capital Management, LLC | 10,655 | $99.4 萬 | 0.60% | +160+1.5% | 加碼 |
| InterOcean Capital Group, LLC | 10,600 | $98.8 萬 | 0.03% | −1,022−8.8% | 減碼 |
| Bank of New Hampshire | 10,599 | $98.8 萬 | 0.28% | −9,857−48.2% | 減碼 |
| Ostrum Asset Management | 10,581 | $98.7 萬 | 0.09% | −7,009−39.8% | 減碼 |
| Haverford Trust Co | 10,564 | $98.5 萬 | 0.01% | +40+0.4% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,515 | $98.1 萬 | 0.26% | +368+3.6% | 加碼 |
| Concord Wealth Partners | 10,461 | $97.5 萬 | 0.20% | +2,404+29.8% | 加碼 |
| Venturi Wealth Management, LLC | 10,441 | $97.4 萬 | 0.07% | −205−1.9% | 減碼 |
| Triangle Securities Wealth Management | 10,438 | $97.3 萬 | 0.30% | −48−0.5% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 10,365 | $96.7 萬 | 0.10% | 00.0% | 不變 |
| Castle Wealth Management LLC | 10,349 | $96.5 萬 | 0.58% | +171+1.7% | 加碼 |
| Granger Management LLC | 10,338 | $96.4 萬 | 0.35% | +6,692+183.5% | 加碼 |
| Eagle Asset Management Inc | 10,330 | $96.3 萬 | 0.01% | +2,502+32.0% | 加碼 |
| FourThought Financial Partners, LLC | 10,279 | $95.9 萬 | 0.12% | −291−2.8% | 減碼 |
| Brighton Jones LLC | 10,257 | $95.6 萬 | 0.04% | −209−2.0% | 減碼 |