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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 7,888 | $74.3 萬 | 0.25% | +4,100+108.2% | 加碼 |
| 1832 Asset Management L.P. | 7,890 | $74.3 萬 | 0.00% | +35+0.4% | 加碼 |
| Asset Dedication, LLC | 7,909 | $74.3 萬 | 0.06% | −108−1.3% | 減碼 |
| Berkshire Bank | 7,926 | $74.6 萬 | 0.19% | +126+1.6% | 加碼 |
| Financial Management Professionals, Inc. | 7,937 | $74.7 萬 | 0.11% | +599+8.2% | 加碼 |
| Ramirez Asset Management, Inc. | 7,990 | $75.2 萬 | 0.15% | +11+0.1% | 加碼 |
| Congress Park Capital LLC | 8,002 | $75.3 萬 | 0.33% | −1,498−15.8% | 減碼 |
| Cim Investment Mangement Inc | 8,045 | $75.8 萬 | 0.23% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 8,050 | $75.8 萬 | 0.16% | −31−0.4% | 減碼 |
| Corsair Capital Management, L.P. | 8,059 | $75.9 萬 | 0.21% | −109−1.3% | 減碼 |
| IHT Wealth Management, LLC | 8,111 | $76.4 萬 | 0.03% | −675−7.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 8,160 | $76.8 萬 | 0.01% | +1,666+25.7% | 加碼 |
| Perpetual Ltd | 8,185 | $77.1 萬 | 0.01% | −47−0.6% | 減碼 |
| Bull Street Advisors, LLC | 8,199 | $77.2 萬 | 0.37% | −30−0.4% | 減碼 |
| Woodmont Investment Counsel LLC | 8,401 | $79.1 萬 | 0.07% | +2,078+32.9% | 加碼 |
| Davenport & Co LLC | 8,430 | $79.4 萬 | 0.00% | −87−1.0% | 減碼 |
| Empower Advisory Group, LLC | 8,462 | $79.7 萬 | 0.00% | +1,520+21.9% | 加碼 |
| Wedmont Private Capital | 8,480 | $79.8 萬 | 0.06% | +833+10.9% | 加碼 |
| TRUE Private Wealth Advisors | 8,549 | $80.5 萬 | 0.09% | −65−0.8% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $80.5 萬 | 0.68% | 00.0% | 不變 |
| Good Life Advisors, LLC | 8,556 | $80.6 萬 | 0.07% | +30.0% | 加碼 |
| Norden Group LLC | 8,621 | $81.2 萬 | 0.16% | +2,981+52.9% | 加碼 |
| Cooper Financial Group | 8,641 | $81.4 萬 | 0.13% | +447+5.5% | 加碼 |
| E&G Advisors, LP | 8,710 | $81.6 萬 | 0.26% | +10.0% | 加碼 |
| Carmel Capital Partners, LLC | 8,663 | $81.6 萬 | 0.34% | +8,663 | 新進 |
| KLCM Advisors, Inc. | 8,736 | $82.3 萬 | 0.11% | +1,572+21.9% | 加碼 |
| Pennsylvania Capital Management Inc | 8,757 | $82.5 萬 | 0.34% | −346−3.8% | 減碼 |
| Cypress Capital Group | 8,759 | $82.5 萬 | 0.10% | +8,759 | 新進 |
| Sapient Capital LLC | 8,794 | $82.8 萬 | 0.02% | −360,748−97.6% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $83.0 萬 | 0.08% | 00.0% | 不變 |
| Change Path, LLC | 8,810 | $83.0 萬 | 0.03% | +5,194+143.6% | 加碼 |
| Orion Capital Management LLC | 8,844 | $83.3 萬 | 0.44% | +300+3.5% | 加碼 |
| Jmac Enterprises LLC | 8,900 | $83.8 萬 | 0.16% | +5,000+128.2% | 加碼 |
| Diversified Trust Co | 8,949 | $84.3 萬 | 0.03% | −3,734−29.4% | 減碼 |
| Terry L. Blaker | 8,998 | $84.7 萬 | 0.06% | +8,998 | 新進 |
| Bank of New Hampshire | 9,076 | $85.5 萬 | 0.22% | −1,523−14.4% | 減碼 |
| Cookson Peirce & Co Inc | 9,158 | $86.2 萬 | 0.05% | +321+3.6% | 加碼 |
| Pacific Global Investment Management CO | 9,169 | $86.3 萬 | 0.16% | +9,169 | 新進 |
| Rockland Trust Co | 9,175 | $86.4 萬 | 0.05% | −61−0.7% | 減碼 |
| Mark Asset Management LP | 9,236 | $87.0 萬 | 0.12% | −612−6.2% | 減碼 |
| First Citizens Financial Corp | 9,250 | $87.1 萬 | 0.52% | +42+0.5% | 加碼 |
| ASB Consultores, LLC | 9,251 | $87.1 萬 | 0.23% | +6,503+236.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 9,296 | $87.5 萬 | 0.49% | +5,517+146.0% | 加碼 |
| W Advisors, LLC | 9,310 | $87.7 萬 | 0.60% | +20+0.2% | 加碼 |
| Busey Wealth Management | 9,340 | $87.9 萬 | 0.03% | −95−1.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 9,356 | $88.1 萬 | 0.02% | +3,238+52.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,362 | $88.2 萬 | 0.48% | −5,825−38.4% | 減碼 |
| Parcion Private Wealth LLC | 9,368 | $88.2 萬 | 0.08% | −100−1.1% | 減碼 |
| Nilsine Partners, LLC | 9,386 | $88.4 萬 | 0.12% | −794−7.8% | 減碼 |
| Mather Group, LLC. | 9,478 | $88.4 萬 | 0.01% | −110−1.1% | 減碼 |
| Buckley Wealth Management, LLC | 9,388 | $88.4 萬 | 0.28% | +128+1.4% | 加碼 |
| Texas Capital Bancshares Inc | 9,390 | $88.4 萬 | 0.40% | +2,452+35.3% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,461 | $89.1 萬 | 0.11% | +1,271+15.5% | 加碼 |
| Sage Rhino Capital LLC | 9,474 | $89.2 萬 | 0.21% | +674+7.7% | 加碼 |
| First Horizon Advisors, Inc. | 9,575 | $90.2 萬 | 0.03% | −53−0.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,575 | $90.2 萬 | 0.04% | +2,975+45.1% | 加碼 |
| Legacy Bridge, LLC | 9,658 | $90.9 萬 | 0.53% | −1,190−11.0% | 減碼 |
| NCM Capital Management, LLC | 9,689 | $91.2 萬 | 0.51% | −966−9.1% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 9,708 | $91.4 萬 | 0.09% | −1,162−10.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 9,710 | $91.4 萬 | 0.15% | +390+4.2% | 加碼 |
| Magnus Financial Group LLC | 9,735 | $91.7 萬 | 0.11% | +931+10.6% | 加碼 |
| Proficio Capital Partners LLC | 9,800 | $92.3 萬 | 0.10% | +25+0.3% | 加碼 |
| PGGM Investments | 9,833 | $92.6 萬 | 0.01% | +9,833 | 新進 |
| Fort Point Capital Partners LLC | 9,867 | $92.9 萬 | 0.13% | 00.0% | 不變 |
| Choate Investment Advisors | 9,875 | $93.0 萬 | 0.03% | −42−0.4% | 減碼 |
| Banco BTG Pactual S.A. | 10,000 | $93.3 萬 | 0.29% | −10,263−50.6% | 減碼 |
| FourThought Financial Partners, LLC | 9,983 | $94.0 萬 | 0.11% | −296−2.9% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $94.2 萬 | 0.01% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 10,061 | $94.7 萬 | 0.91% | +10,061 | 新進 |
| Avidian Wealth Solutions, LLC | 10,072 | $94.8 萬 | 0.05% | +400+4.1% | 加碼 |
| Schear Investment Advisers, LLC | 10,125 | $95.3 萬 | 0.77% | −4,442−30.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,172 | $95.8 萬 | 0.03% | +1,904+23.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 10,186 | $95.9 萬 | 0.08% | −736−6.7% | 減碼 |
| Gibraltar Capital Management, Inc. | 10,192 | $96.0 萬 | 0.45% | −1,212−10.6% | 減碼 |
| Triangle Securities Wealth Management | 10,212 | $96.2 萬 | 0.27% | −226−2.2% | 減碼 |
| Farther Finance Advisors, LLC | 10,297 | $96.3 萬 | 0.06% | +890+9.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 10,231 | $96.3 萬 | 0.06% | −475−4.4% | 減碼 |
| Diversify Advisory Services, LLC | 10,320 | $96.5 萬 | 0.06% | +10,320 | 新進 |
| InterOcean Capital Group, LLC | 10,289 | $96.9 萬 | 0.02% | −311−2.9% | 減碼 |
| GAMMA Investing LLC | 10,325 | $97.2 萬 | 0.20% | +808+8.5% | 加碼 |
| EP Wealth Advisors, LLC | 10,366 | $97.6 萬 | 0.01% | +1,158+12.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 10,463 | $98.5 萬 | 0.11% | −727−6.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 10,495 | $98.8 萬 | 0.41% | +387+3.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,523 | $99.1 萬 | 0.24% | +8+0.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,536 | $99.2 萬 | 0.18% | −122−1.1% | 減碼 |
| Venturi Wealth Management, LLC | 10,553 | $99.4 萬 | 0.06% | +112+1.1% | 加碼 |
| Ostrum Asset Management | 10,581 | $99.6 萬 | 0.08% | 00.0% | 不變 |
| Rossmore Private Capital | 10,594 | $99.8 萬 | 0.13% | −566−5.1% | 減碼 |
| Alera Investment Advisors, LLC | 10,639 | $100.2 萬 | 0.14% | −95−0.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 10,644 | $100.2 萬 | 0.04% | +934+9.6% | 加碼 |
| Mork Capital Management, LLC | 10,670 | $100.5 萬 | 0.76% | 00.0% | 不變 |
| Trust Point Inc. | 10,671 | $100.5 萬 | 0.08% | +1,237+13.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 10,671 | $100.5 萬 | 0.08% | +6,244+141.0% | 加碼 |
| GFG Capital, LLC | 10,847 | $102.1 萬 | 0.26% | −43−0.4% | 減碼 |
| South State Corp. | 10,857 | $102.2 萬 | 0.08% | −1,917−15.0% | 減碼 |
| Global Retirement Partners, LLC | 10,884 | $102.5 萬 | 0.04% | +802+8.0% | 加碼 |
| Avestar Capital, LLC | 10,984 | $103.4 萬 | 0.12% | +6,214+130.3% | 加碼 |
| Castle Wealth Management LLC | 11,041 | $104.0 萬 | 0.54% | +692+6.7% | 加碼 |
| Hamilton Capital, LLC | 11,060 | $104.1 萬 | 0.08% | +227+2.1% | 加碼 |
| Jump Financial, LLC | 11,084 | $104.4 萬 | 0.03% | +11,084 | 新進 |