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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 5,943 | $56.0 萬 | 0.10% | −4,422−42.7% | 減碼 |
| Clearstead Advisors, LLC | 5,674 | $55.9 萬 | 0.03% | +116+2.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,922 | $55.8 萬 | 0.03% | −816−12.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,894 | $55.5 萬 | 0.10% | +72+1.2% | 加碼 |
| Strategic Investment Advisors | 5,873 | $55.3 萬 | 0.07% | +1,340+29.6% | 加碼 |
| STAR Financial Bank | 5,840 | $55.0 萬 | 0.47% | −25−0.4% | 減碼 |
| Berger Financial Group, Inc | 5,824 | $54.8 萬 | 0.05% | −308−5.0% | 減碼 |
| Chapin Davis, Inc. | 5,814 | $54.7 萬 | 0.20% | −204−3.4% | 減碼 |
| Westover Capital Advisors, LLC | 5,803 | $54.6 萬 | 0.16% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 5,800 | $54.6 萬 | 0.03% | −291,553−98.0% | 減碼 |
| Wharton Business Group, LLC | 5,789 | $54.5 萬 | 0.03% | −150−2.5% | 減碼 |
| Heritage Wealth Advisors | 5,773 | $54.4 萬 | 0.02% | +7+0.1% | 加碼 |
| Capital Square, LLC | 5,759 | $54.2 萬 | 0.38% | 00.0% | 不變 |
| Wealth Effects LLC | 5,756 | $54.2 萬 | 0.20% | 00.0% | 不變 |
| Lake Street Financial LLC | 5,756 | $54.2 萬 | 0.07% | −390−6.3% | 減碼 |
| Catalyst Financial Partners LLC | 6,005 | $54.1 萬 | 0.14% | +180+3.1% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 5,742 | $54.1 萬 | 0.15% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 5,721 | $53.9 萬 | 0.09% | +1,025+21.8% | 加碼 |
| Calton & Associates, Inc. | 5,719 | $53.8 萬 | 0.26% | +967+20.3% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,700 | $53.7 萬 | 0.06% | +168+3.0% | 加碼 |
| Aaron Wealth Advisors | 5,699 | $53.7 萬 | 0.08% | +1,427+33.4% | 加碼 |
| Pacitti Group Inc. | 5,694 | $53.6 萬 | 0.29% | −475−7.7% | 減碼 |
| Legacy Capital Group California, Inc. | 5,689 | $53.6 萬 | 0.20% | −216−3.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,660 | $53.3 萬 | 0.01% | −4,318−43.3% | 減碼 |
| LS Investment Advisors, LLC | 5,650 | $53.2 萬 | 0.08% | +100+1.8% | 加碼 |
| Curbstone Financial Management Corp | 5,632 | $53.0 萬 | 0.11% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 5,597 | $52.7 萬 | 0.12% | −2,250−28.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,574 | $52.5 萬 | 0.01% | −688−11.0% | 減碼 |
| Eads & Heald Wealth Management | 5,567 | $52.4 萬 | 0.24% | +19+0.3% | 加碼 |
| McDonald Partners LLC | 5,556 | $52.3 萬 | 0.14% | −428−7.2% | 減碼 |
| Bahl & Gaynor Inc | 5,545 | $52.2 萬 | 0.00% | +99+1.8% | 加碼 |
| Syon Capital LLC | 5,527 | $52.0 萬 | 0.05% | +213+4.0% | 加碼 |
| Gratus Capital LLC | 5,492 | $51.7 萬 | 0.02% | +5,492 | 新進 |
| Financial Advisors, LLC | 5,476 | $51.6 萬 | 0.11% | 00.0% | 不變 |
| PDS Planning, Inc | 5,474 | $51.5 萬 | 0.05% | +359+7.0% | 加碼 |
| Mach-1 Financial Group, Inc. | 5,473 | $51.5 萬 | 0.39% | −11,405−67.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 5,457 | $51.4 萬 | 0.01% | −1,062−16.3% | 減碼 |
| Adirondack Trust Co | 5,453 | $51.3 萬 | 0.21% | −79−1.4% | 減碼 |
| First American Trust, FSB | 5,442 | $51.2 萬 | 0.05% | +5,442 | 新進 |
| Gryphon Financial Partners LLC | 5,417 | $51.0 萬 | 0.08% | −9,322−63.2% | 減碼 |
| Lindbrook Capital, LLC | 5,370 | $50.6 萬 | 0.05% | +184+3.5% | 加碼 |
| Canopy Partners, LLC | 5,357 | $50.4 萬 | 0.25% | +1,210+29.2% | 加碼 |
| Hexagon Capital Partners LLC | 5,336 | $50.2 萬 | 0.11% | +555+11.6% | 加碼 |
| Cambridge Trust Co | 5,335 | $50.2 萬 | 0.02% | +198+3.9% | 加碼 |
| RSM US Wealth Management LLC | 5,331 | $50.2 萬 | 0.01% | +291+5.8% | 加碼 |
| One River Asset Management, LLC | 5,330 | $50.2 萬 | 0.16% | +5,330 | 新進 |
| Northern Financial Advisors Inc | 5,308 | $50.0 萬 | 0.39% | 00.0% | 不變 |
| Barlow Wealth Partners, Inc. | 5,782 | $49.8 萬 | 0.07% | 00.0% | 不變 |
| Graypoint LLC | 5,290 | $49.8 萬 | 0.04% | −315−5.6% | 減碼 |
| Advisors Capital Management, LLC | 5,272 | $49.6 萬 | 0.01% | −733−12.2% | 減碼 |
| Main Street Financial Solutions, LLC | 5,260 | $49.5 萬 | 0.05% | +445+9.2% | 加碼 |
| Integris Wealth Management, LLC | 5,231 | $49.3 萬 | 0.14% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 4,960 | $48.7 萬 | 0.14% | −387−7.2% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,315 | $48.7 萬 | 0.42% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 5,144 | $48.4 萬 | 0.04% | +2,500+94.6% | 加碼 |
| BKD Wealth Advisors, LLC | 5,118 | $48.2 萬 | 0.01% | +1,442+39.2% | 加碼 |
| Willner & Heller, LLC | 5,117 | $48.2 萬 | 0.48% | +108+2.2% | 加碼 |
| Colonial River Wealth Management, LLC | 5,117 | $48.2 萬 | 0.27% | +839+19.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,114 | $48.2 萬 | 0.06% | −277−5.1% | 減碼 |
| Strategic Financial Services, Inc, | 5,082 | $47.9 萬 | 0.03% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,076 | $47.8 萬 | 0.02% | +231+4.8% | 加碼 |
| BluePath Capital Management, LLC | 5,067 | $47.7 萬 | 0.37% | +1,134+28.8% | 加碼 |
| Boston Financial Mangement LLC | 5,048 | $47.5 萬 | 0.02% | −467−8.5% | 減碼 |
| Arcataur Capital Management LLC | 5,047 | $47.5 萬 | 0.17% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,033 | $47.4 萬 | 0.05% | +931+22.7% | 加碼 |
| Northeast Financial Consultants Inc | 5,025 | $47.3 萬 | 0.02% | −5,115−50.4% | 減碼 |
| SlateStone Wealth, LLC | 5,017 | $47.2 萬 | 0.05% | +232+4.8% | 加碼 |
| Zions Bancorporation, N.A. | 5,008 | $47.2 萬 | 0.03% | +852+20.5% | 加碼 |
| DRW Securities, LLC | 5,006 | $47.1 萬 | 0.03% | −17,329−77.6% | 減碼 |
| Glaxis Capital Management, LLC | 5,000 | $47.1 萬 | 0.88% | +5,000 | 新進 |
| Peoples Bank | 4,980 | $46.9 萬 | 0.26% | −200−3.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 4,978 | $46.9 萬 | 0.02% | +33+0.7% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $46.8 萬 | 0.04% | 00.0% | 不變 |
| Everpar Advisors LLC | 4,961 | $46.7 萬 | 0.28% | −4,704−48.7% | 減碼 |
| Davis R M Inc | 4,948 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Register Financial Advisors LLC | 4,936 | $46.5 萬 | 0.24% | +918+22.8% | 加碼 |
| Bell Bank | 4,920 | $46.3 萬 | 0.04% | −113−2.2% | 減碼 |
| Arkadios Wealth Advisors | 4,912 | $46.2 萬 | 0.04% | −337−6.4% | 減碼 |
| Evexia Wealth LLC | 5,363 | $46.2 萬 | 0.19% | −38,556−87.8% | 減碼 |
| Addison Advisors LLC | 4,904 | $46.2 萬 | 0.16% | +78+1.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 4,900 | $46.1 萬 | 0.14% | −548−10.1% | 減碼 |
| Resonant Capital Advisors, LLC | 4,897 | $46.1 萬 | 0.04% | +2,346+92.0% | 加碼 |
| Evernest Financial Advisors, LLC | 5,053 | $45.8 萬 | 0.22% | +849+20.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $45.8 萬 | 0.00% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 4,856 | $45.7 萬 | 0.03% | −181−3.6% | 減碼 |
| Green Harvest Asset Management LLC | 4,845 | $45.6 萬 | 0.01% | +4,845 | 新進 |
| Mosley Wealth Management | 4,840 | $45.6 萬 | 0.43% | −136−2.7% | 減碼 |
| Rogco, LP | 4,834 | $45.5 萬 | 0.19% | +570+13.4% | 加碼 |
| Plato Investment Management Ltd | 4,784 | $45.0 萬 | 0.05% | +2,856+148.1% | 加碼 |
| Childress Capital Advisors, LLC | 4,768 | $44.9 萬 | 0.13% | −315−6.2% | 減碼 |
| BSW Wealth Partners | 4,728 | $44.5 萬 | 0.08% | −682−12.6% | 減碼 |
| Insight 2811, Inc. | 4,722 | $44.5 萬 | 0.23% | +20+0.4% | 加碼 |
| One Wealth Advisors, LLC | 4,686 | $44.1 萬 | 0.08% | +2,002+74.6% | 加碼 |
| Pekin Hardy Strauss, Inc. | 4,660 | $43.9 萬 | 0.06% | −8,475−64.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 4,646 | $43.7 萬 | 0.07% | −166−3.4% | 減碼 |
| Marcum Wealth, LLC | 4,622 | $43.5 萬 | 0.04% | +148+3.3% | 加碼 |
| Smartleaf Asset Management LLC | 4,627 | $43.3 萬 | 0.08% | +1,827+65.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,588 | $43.2 萬 | 0.02% | +564+14.0% | 加碼 |
| GM Advisory Group, Inc. | 4,583 | $43.2 萬 | 0.03% | −969−17.5% | 減碼 |
| Renaissance Investment Group LLC | 4,550 | $42.8 萬 | 0.10% | −2,790−38.0% | 減碼 |