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。
2024 年第 1 季 13F 持有人
Morgan Stanley 在 2024/3/31 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
- 1,799
- 較 2023 年第 4 季 +67 家
- 持有股數
- 13.6 億
- 較 2023 年第 4 季 −1,663 萬 (−1.2%)
- 總市值
- $1,278 億
- 較 2023 年第 4 季 −$4.15 億 (−0.3%)
- 新進機構
- 175
- 另有 703 家加碼
- 清倉機構
- 108
- 另有 682 家減碼
另有 29 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 2,820 | $26.5 萬 | 0.07% | +39+1.4% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,822 | $26.6 萬 | 0.10% | +14+0.5% | 加碼 |
| Kingfisher Capital LLC | 2,826 | $26.6 萬 | 0.06% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 2,835 | $26.7 萬 | 0.02% | −550−16.2% | 減碼 |
| True North Advisors, LLC | 2,844 | $26.8 萬 | 0.07% | +117+4.3% | 加碼 |
| Bridgewater Associates, LP | 2,846 | $26.8 萬 | 0.00% | −1,637−36.5% | 減碼 |
| Baker Avenue Asset Management, LP | 2,860 | $26.9 萬 | 0.01% | +407+16.6% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,868 | $27.0 萬 | 0.06% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 2,875 | $27.1 萬 | 0.13% | −19−0.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,878 | $27.1 萬 | 0.02% | −178−5.8% | 減碼 |
| Valmark Advisers, Inc. | 2,881 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| FDx Advisors, Inc. | 2,895 | $27.3 萬 | 0.04% | −4,169−59.0% | 減碼 |
| American State Bank (Iowa) | 2,908 | $27.4 萬 | 0.18% | 00.0% | 不變 |
| Fulcrum Capital LLC | 2,921 | $27.5 萬 | 0.07% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 2,961 | $27.7 萬 | 0.00% | −200−6.3% | 減碼 |
| Walleye Trading LLC | 2,942 | $27.7 萬 | 0.00% | +2,942 | 新進 |
| AlphaCore Capital LLC | 2,946 | $27.7 萬 | 0.07% | −983−25.0% | 減碼 |
| PFG Advisors | 2,961 | $27.9 萬 | 0.02% | +601+25.5% | 加碼 |
| Blue Fin Capital, Inc. | 2,965 | $27.9 萬 | 0.06% | 00.0% | 不變 |
| Viawealth, LLC | 2,968 | $27.9 萬 | 0.17% | −402−11.9% | 減碼 |
| Park Edge Advisors, LLC | 2,968 | $27.9 萬 | 0.08% | +22+0.7% | 加碼 |
| Keel Point, LLC | 2,987 | $28.1 萬 | 0.03% | +642+27.4% | 加碼 |
| Proathlete Wealth Management LLC | 3,000 | $28.2 萬 | 0.15% | +19+0.6% | 加碼 |
| Spirit of America Management Corp | 3,000 | $28.2 萬 | 0.06% | 00.0% | 不變 |
| Emfo, LLC | 3,000 | $28.2 萬 | 0.26% | 00.0% | 不變 |
| Independence Bank of Kentucky | 3,004 | $28.3 萬 | 0.08% | +590+24.4% | 加碼 |
| Five Oceans Advisors | 3,013 | $28.4 萬 | 0.15% | −9−0.3% | 減碼 |
| Objective Capital Management, LLC | 3,013 | $28.4 萬 | 0.19% | +35+1.2% | 加碼 |
| Wimmer Associates 1, LLC | 3,023 | $28.5 萬 | 0.15% | −75−2.4% | 減碼 |
| O'Rourke & Company, Inc | 3,027 | $28.5 萬 | 0.17% | +14+0.5% | 加碼 |
| Cutler Group LP | 3,029 | $28.5 萬 | 0.14% | +3,029 | 新進 |
| Zhang Financial LLC | 3,030 | $28.5 萬 | 0.02% | +5+0.2% | 加碼 |
| Waddell & Associates, LLC | 3,035 | $28.6 萬 | 0.04% | +14+0.5% | 加碼 |
| Associated Banc-Corp | 3,037 | $28.6 萬 | 0.01% | +65+2.2% | 加碼 |
| Stiles Financial Services Inc | 3,046 | $28.7 萬 | 0.11% | +28+0.9% | 加碼 |
| Delta Financial Group, Inc. | 3,049 | $28.7 萬 | 0.08% | −200−6.2% | 減碼 |
| Jones Financial Companies LLLP | 3,049 | $28.7 萬 | 0.00% | +898+41.7% | 加碼 |
| Optimum Investment Advisors | 3,050 | $28.7 萬 | 0.13% | +1,750+134.6% | 加碼 |
| Adviser Investments LLC | 3,053 | $28.7 萬 | 0.00% | −370−10.8% | 減碼 |
| Lokken Investment Group LLC | 3,053 | $28.7 萬 | 0.14% | −58−1.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 3,053 | $28.7 萬 | 0.05% | −322−9.5% | 減碼 |
| Manchester Financial Inc | 3,058 | $28.8 萬 | 0.08% | +47+1.6% | 加碼 |
| HBW Advisory Services LLC | 3,104 | $28.9 萬 | 0.05% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 3,075 | $29.0 萬 | 0.06% | −412−11.8% | 減碼 |
| New Covenant Trust Company, N.A. | 3,079 | $29.0 萬 | 0.29% | +3,079 | 新進 |
| Trueblood Wealth Management, LLC | 3,080 | $29.0 萬 | 0.17% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 3,118 | $29.1 萬 | 0.22% | +179+6.1% | 加碼 |
| St Germain D J Co Inc | 3,089 | $29.1 萬 | 0.01% | +462+17.6% | 加碼 |
| First Interstate Bank | 3,090 | $29.1 萬 | 0.02% | −10−0.3% | 減碼 |
| Northwest Bancshares, Inc. | 3,119 | $29.4 萬 | 0.05% | +749+31.6% | 加碼 |
| SOL Capital Management CO | 3,120 | $29.4 萬 | 0.04% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,997 | $29.4 萬 | 0.04% | −1,534−33.9% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,131 | $29.5 萬 | 0.07% | +117+3.9% | 加碼 |
| Manchester Capital Management LLC | 3,135 | $29.5 萬 | 0.04% | +202+6.9% | 加碼 |
| Advus Financial Partners, LLC | 3,143 | $29.6 萬 | 0.09% | −121−3.7% | 減碼 |
| Trilogy Capital Inc. | 3,157 | $29.7 萬 | 0.02% | +50+1.6% | 加碼 |
| First Affirmative Financial Network | 3,161 | $29.8 萬 | 0.22% | −160−4.8% | 減碼 |
| Navis Wealth Advisors, LLC | 3,164 | $29.8 萬 | 0.36% | +143+4.7% | 加碼 |
| Eastern Bank | 3,196 | $30.1 萬 | 0.01% | −756−19.1% | 減碼 |
| Onefund, LLC | 3,224 | $30.2 萬 | 0.36% | −117−3.5% | 減碼 |
| Fiducient Advisors LLC | 3,222 | $30.3 萬 | 0.06% | −99−3.0% | 減碼 |
| Watts Gwilliam & Co., LLC | 3,055 | $30.4 萬 | 0.09% | +3,055 | 新進 |
| JGP Wealth Management, LLC | 3,237 | $30.5 萬 | 0.04% | −53−1.6% | 減碼 |
| Guerra Pan Advisors, LLC | 3,239 | $30.5 萬 | 0.28% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 3,242 | $30.5 萬 | 0.01% | −95−2.8% | 減碼 |
| Apexium Financial, LP | 3,250 | $30.6 萬 | 0.02% | −832−20.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,293 | $31.0 萬 | 0.01% | +1,391+73.1% | 加碼 |
| Jacobi Capital Management LLC | 3,298 | $31.1 萬 | 0.03% | +775+30.7% | 加碼 |
| Investment Partners Asset Management, Inc. | 3,313 | $31.2 萬 | 0.28% | +3,313 | 新進 |
| BLB&B Advisors, LLC | 3,317 | $31.2 萬 | 0.02% | −246−6.9% | 減碼 |
| Opinicus Capital, Inc. | 3,320 | $31.3 萬 | 0.28% | +638+23.8% | 加碼 |
| Fiduciary Family Office, LLC | 3,341 | $31.5 萬 | 0.12% | +972+41.0% | 加碼 |
| City State Bank | 3,342 | $31.5 萬 | 0.14% | −200−5.6% | 減碼 |
| CWA Asset Management Group, LLC | 3,360 | $31.6 萬 | 0.02% | +1,166+53.1% | 加碼 |
| Duncker Streett & Co Inc | 3,371 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 3,381 | $31.8 萬 | 0.20% | −141−4.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,386 | $31.9 萬 | 0.05% | +4+0.1% | 加碼 |
| American National Bank | 3,388 | $31.9 萬 | 0.04% | −83−2.4% | 減碼 |
| Buckingham Strategic Partners | 3,394 | $32.0 萬 | 0.01% | +982+40.7% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 3,395 | $32.0 萬 | 0.09% | +72+2.2% | 加碼 |
| Sentinus, LLC | 3,409 | $32.1 萬 | 0.11% | +3,409 | 新進 |
| BNP Paribas | 3,415 | $32.2 萬 | 0.02% | +3,415 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 3,443 | $32.2 萬 | 0.01% | −1,519−30.6% | 減碼 |
| Alerus Financial NA | 3,419 | $32.2 萬 | 0.02% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 3,437 | $32.4 萬 | 0.01% | +3,437 | 新進 |
| Samalin Investment Counsel, LLC | 3,443 | $32.4 萬 | 0.15% | −738−17.7% | 減碼 |
| Truvestments Capital LLC | 3,471 | $32.7 萬 | 0.13% | +2,914+523.2% | 加碼 |
| AlphaStar Capital Management, LLC | 3,484 | $32.8 萬 | 0.03% | +3,484 | 新進 |
| Goldstone Financial Group, LLC | 3,496 | $32.9 萬 | 0.08% | +196+5.9% | 加碼 |
| Journey Advisory Group, LLC | 3,520 | $33.1 萬 | 0.04% | +182+5.5% | 加碼 |
| Aprio Wealth Management, LLC | 3,536 | $33.3 萬 | 0.07% | +446+14.4% | 加碼 |
| Roundview Capital LLC | 3,549 | $33.4 萬 | 0.03% | −1,416−28.5% | 減碼 |
| Cohen & Steers, Inc. | 3,553 | $33.5 萬 | 0.00% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 3,559 | $33.5 萬 | 0.01% | −713−16.7% | 減碼 |
| Quantum Financial Advisors, LLC | 3,567 | $33.6 萬 | 0.06% | −3−0.1% | 減碼 |
| RMR Wealth Builders | 3,579 | $33.7 萬 | 0.04% | −353−9.0% | 減碼 |
| Alta Advisers Ltd | 3,600 | $33.9 萬 | 0.17% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 3,596 | $33.9 萬 | 0.11% | −54−1.5% | 減碼 |
| Wellington Shields Capital Management, LLC | 3,607 | $34.0 萬 | 0.06% | 00.0% | 不變 |
| DGS Capital Management, LLC | 3,607 | $34.0 萬 | 0.10% | +1,252+53.2% | 加碼 |