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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 7,800 | $73.4 萬 | 0.13% | +18+0.2% | 加碼 |
| AE Wealth Management LLC | 7,758 | $73.0 萬 | 0.01% | −75,417−90.7% | 減碼 |
| Shulman DeMeo Asset Management LLC | 7,757 | $73.0 萬 | 0.19% | +48+0.6% | 加碼 |
| North Star Investment Management Corp. | 7,708 | $72.6 萬 | 0.05% | 00.0% | 不變 |
| Breakwater Capital Group | 7,641 | $71.9 萬 | 0.18% | −171−2.2% | 減碼 |
| Suvretta Capital Management, LLC | 7,641 | $71.9 萬 | 0.03% | +2,841+59.2% | 加碼 |
| Beacon Financial Group | 7,640 | $71.9 萬 | 0.08% | −910−10.6% | 減碼 |
| Hilltop Holdings Inc. | 7,609 | $71.6 萬 | 0.08% | +248+3.4% | 加碼 |
| CNB Bank | 7,597 | $71.5 萬 | 0.35% | +3,547+87.6% | 加碼 |
| Portside Wealth Group, LLC | 7,568 | $71.3 萬 | 0.13% | −105−1.4% | 減碼 |
| First Dallas Securities Inc. | 7,562 | $71.2 萬 | 0.33% | +1,312+21.0% | 加碼 |
| Herold Advisors, Inc. | 7,524 | $70.8 萬 | 0.17% | +291+4.0% | 加碼 |
| Miracle Mile Advisors, LLC | 7,504 | $70.7 萬 | 0.02% | +726+10.7% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 7,500 | $70.6 萬 | 0.18% | −500−6.3% | 減碼 |
| Auto-Owners Insurance Co | 7,500 | $70.6 萬 | 0.02% | 00.0% | 不變 |
| Independent Investors Inc | 7,483 | $70.5 萬 | 0.17% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 7,441 | $70.1 萬 | 0.52% | −3,290−30.7% | 減碼 |
| Mechanics Financial Corp | 7,426 | $69.9 萬 | 0.36% | +225+3.1% | 加碼 |
| CFM Wealth Partners LLC | 7,420 | $69.9 萬 | 0.14% | +644+9.5% | 加碼 |
| Sunbelt Securities, Inc. | 7,411 | $69.8 萬 | 0.08% | +159+2.2% | 加碼 |
| Mission Wealth Management, LP | 7,385 | $69.5 萬 | 0.02% | +364+5.2% | 加碼 |
| GeoWealth Management, LLC | 7,362 | $69.3 萬 | 0.03% | +4,786+185.8% | 加碼 |
| Sentry Investment Management LLC | 7,291 | $68.7 萬 | 0.27% | 00.0% | 不變 |
| West Oak Capital, LLC | 8,347 | $68.5 萬 | 0.29% | +1,350+19.3% | 加碼 |
| Transamerica Financial Advisors, Inc. | 7,224 | $68.1 萬 | 0.07% | −129−1.8% | 減碼 |
| Robotti Robert | 7,215 | $67.9 萬 | 0.09% | 00.0% | 不變 |
| Hyman Charles D | 7,188 | $67.7 萬 | 0.04% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 7,145 | $67.3 萬 | 0.36% | −1,513−17.5% | 減碼 |
| Hills Bank & Trust Co | 7,137 | $67.2 萬 | 0.06% | −131−1.8% | 減碼 |
| Regal Investment Advisors LLC | 7,112 | $67.0 萬 | 0.05% | +3,104+77.4% | 加碼 |
| Meridian Investment Counsel Inc. | 7,110 | $66.9 萬 | 0.22% | −175−2.4% | 減碼 |
| TriaGen Wealth Management LLC | 7,105 | $66.9 萬 | 0.28% | 00.0% | 不變 |
| Clifford Group, LLC | 7,101 | $66.9 萬 | 0.55% | +510+7.7% | 加碼 |
| Rothschild Investment LLC | 7,096 | $66.8 萬 | 0.05% | +563+8.6% | 加碼 |
| Charles Schwab Trust Co | 7,086 | $66.7 萬 | 0.06% | −470−6.2% | 減碼 |
| Private Trust Co NA | 7,059 | $66.5 萬 | 0.07% | +419+6.3% | 加碼 |
| NBT Bank N A | 7,033 | $66.2 萬 | 0.05% | −60−0.8% | 減碼 |
| Kesler, Norman & Wride, LLC | 7,019 | $66.1 萬 | 0.14% | −378−5.1% | 減碼 |
| Claro Advisors LLC | 7,000 | $65.9 萬 | 0.11% | +286+4.3% | 加碼 |
| LexAurum Advisors, LLC | 6,998 | $65.9 萬 | 0.17% | −8−0.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 6,997 | $65.9 萬 | 0.01% | +1,158+19.8% | 加碼 |
| Financial Engines Advisors L.L.C. | 6,994 | $65.9 萬 | 0.00% | +6,994 | 新進 |
| Robertson Stephens Wealth Management, LLC | 6,951 | $65.5 萬 | 0.04% | +2,666+62.2% | 加碼 |
| Quilter Plc | 6,940 | $65.3 萬 | 0.02% | −115−1.6% | 減碼 |
| IFG Advisors, LLC | 6,932 | $65.3 萬 | 0.17% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,918 | $65.1 萬 | 0.28% | +204+3.0% | 加碼 |
| Csenge Advisory Group | 6,904 | $65.0 萬 | 0.04% | −2,759−28.6% | 減碼 |
| Hancock Whitney Corp | 6,902 | $65.0 萬 | 0.02% | −4,151−37.6% | 減碼 |
| Atomi Financial Group, Inc. | 6,895 | $64.9 萬 | 0.06% | +1,142+19.9% | 加碼 |
| Inscription Capital, LLC | 6,878 | $64.8 萬 | 0.11% | +6,878 | 新進 |
| David Loasby | 6,877 | $64.7 萬 | 0.07% | −1,387−16.8% | 減碼 |
| Strategic Blueprint, LLC | 6,841 | $64.4 萬 | 0.05% | −75−1.1% | 減碼 |
| Brookstone Capital Management | 6,745 | $63.5 萬 | 0.01% | −566−7.7% | 減碼 |
| Affinity Investment Advisors, LLC | 6,741 | $63.5 萬 | 0.46% | −40−0.6% | 減碼 |
| Steward Partners Investment Solutions, LLC | 6,725 | $63.3 萬 | 0.11% | +6,725 | 新進 |
| Canton Hathaway, LLC | 6,725 | $63.3 萬 | 0.17% | 00.0% | 不變 |
| KPP Advisory Services LLC | 6,693 | $63.0 萬 | 0.17% | +313+4.9% | 加碼 |
| Los Angeles Capital Management LLC | 6,652 | $62.6 萬 | 0.00% | −42,133−86.4% | 減碼 |
| Harbor Advisors LLC | 6,608 | $62.2 萬 | 0.11% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 6,567 | $61.8 萬 | 0.03% | −2,205−25.1% | 減碼 |
| Visionary Wealth Advisors | 6,560 | $61.8 萬 | 0.04% | −397−5.7% | 減碼 |
| Corton Capital Inc. | 6,548 | $61.7 萬 | 0.23% | −650−9.0% | 減碼 |
| Empire Financial Management Company, LLC | 6,538 | $61.6 萬 | 0.20% | −306−4.5% | 減碼 |
| First Foundation Advisors | 6,521 | $61.4 萬 | 0.02% | −181−2.7% | 減碼 |
| Personal Cfo Solutions, LLC | 6,513 | $61.3 萬 | 0.10% | −391−5.7% | 減碼 |
| Arbor Investment Advisors, LLC | 6,503 | $61.2 萬 | 0.09% | +14+0.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 6,451 | $60.7 萬 | 0.02% | −6,119−48.7% | 減碼 |
| Bank of Stockton | 6,438 | $60.6 萬 | 0.19% | +1,435+28.7% | 加碼 |
| Prio Wealth Limited Partnership | 6,432 | $60.6 萬 | 0.02% | −676−9.5% | 減碼 |
| Somerville Kurt F | 6,430 | $60.5 萬 | 0.10% | 00.0% | 不變 |
| Sippican Capital Advisors | 6,429 | $60.5 萬 | 0.47% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 6,420 | $60.5 萬 | 0.05% | 00.0% | 不變 |
| Western Wealth Management, LLC | 6,393 | $60.2 萬 | 0.05% | +641+11.1% | 加碼 |
| Ronald Blue Trust, Inc. | 6,393 | $60.2 萬 | 0.01% | −736−10.3% | 減碼 |
| Anchor Investment Management, LLC | 6,327 | $59.6 萬 | 0.06% | −226−3.4% | 減碼 |
| Grove Bank & Trust | 6,321 | $59.5 萬 | 0.10% | −21−0.3% | 減碼 |
| Beta Wealth Group, Inc. | 6,314 | $59.5 萬 | 0.29% | −396−5.9% | 減碼 |
| Chicago Partners Investment Group LLC | 6,326 | $59.3 萬 | 0.03% | +6,326 | 新進 |
| Cubic Asset Management, LLC | 6,296 | $59.3 萬 | 0.14% | 00.0% | 不變 |
| Welch & Forbes LLC | 6,267 | $59.0 萬 | 0.01% | +10+0.2% | 加碼 |
| Icon Wealth Advisors, LLC | 6,248 | $58.8 萬 | 0.05% | +31+0.5% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $58.8 萬 | 0.35% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 6,227 | $58.6 萬 | 0.12% | +3,432+122.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,220 | $58.6 萬 | 0.02% | −2,236−26.4% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,205 | $58.4 萬 | 0.44% | −204−3.2% | 減碼 |
| CX Institutional | 6,191 | $58.3 萬 | 0.03% | +71+1.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,150 | $57.9 萬 | 0.09% | −169−2.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 6,143 | $57.8 萬 | 0.13% | +264+4.5% | 加碼 |
| Pictet & Cie (Europe) SA | 6,141 | $57.8 萬 | 0.02% | +161+2.7% | 加碼 |
| Strategic Wealth Partners, Ltd. | 6,119 | $57.6 萬 | 0.06% | +1,028+20.2% | 加碼 |
| US Asset Management LLC | 6,115 | $57.6 萬 | 0.52% | −61−1.0% | 減碼 |
| HM Payson & Co | 6,101 | $57.4 萬 | 0.01% | −421−6.5% | 減碼 |
| MQS Management LLC | 6,087 | $57.3 萬 | 0.33% | +6,087 | 新進 |
| Orca Investment Management, LLC | 6,066 | $57.1 萬 | 0.53% | −856−12.4% | 減碼 |
| Ibex Wealth Advisors | 6,707 | $57.0 萬 | 0.15% | +6,707 | 新進 |
| Essex Financial Services, Inc. | 6,052 | $57.0 萬 | 0.05% | −134−2.2% | 減碼 |
| Red Lighthouse Investment Management, LLC | 6,002 | $56.5 萬 | 0.23% | +7+0.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $56.5 萬 | 0.10% | 00.0% | 不變 |
| Worm Capital, LLC | 5,986 | $56.4 萬 | 0.77% | −299−4.8% | 減碼 |
| Benjamin Edwards Inc | 5,965 | $56.2 萬 | 0.11% | −59−1.0% | 減碼 |