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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 4,536 | $42.7 萬 | 0.04% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 4,535 | $42.7 萬 | 0.21% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 4,494 | $42.3 萬 | 0.02% | −1,020−18.5% | 減碼 |
| Wilkinson Global Asset Management LLC | 4,494 | $42.3 萬 | 0.03% | −990−18.1% | 減碼 |
| Ledyard National Bank | 4,491 | $42.3 萬 | 0.04% | −250−5.3% | 減碼 |
| Millennium Capital Advisors, LLC | 4,488 | $42.3 萬 | 0.30% | −509−10.2% | 減碼 |
| Baron Wealth Management LLC | 4,485 | $42.2 萬 | 0.22% | +3+0.1% | 加碼 |
| Smithfield Trust Co | 4,493 | $42.2 萬 | 0.02% | +239+5.6% | 加碼 |
| Meeder Asset Management Inc | 4,470 | $42.1 萬 | 0.03% | +394+9.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 4,467 | $42.1 萬 | 0.03% | +83+1.9% | 加碼 |
| Strategy Asset Managers LLC | 4,453 | $41.9 萬 | 0.09% | +6+0.1% | 加碼 |
| L2 Asset Management, LLC | 4,453 | $41.9 萬 | 0.14% | +337+8.2% | 加碼 |
| Relative Value Partners Group, LLC | 4,801 | $41.9 萬 | 0.03% | +32+0.7% | 加碼 |
| HBK Sorce Advisory LLC | 4,442 | $41.8 萬 | 0.01% | −65−1.4% | 減碼 |
| Hudock, Inc. | 4,433 | $41.7 萬 | 0.09% | +208+4.9% | 加碼 |
| Riverwater Partners LLC | 4,430 | $41.7 萬 | 0.31% | −371−7.7% | 減碼 |
| Bank of Hawaii | 4,427 | $41.7 萬 | 0.02% | +1,041+30.7% | 加碼 |
| Tiemann Investment Advisors, LLC | 4,426 | $41.7 萬 | 0.19% | −35−0.8% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,400 | $41.4 萬 | 0.18% | −45−1.0% | 減碼 |
| IPG Investment Advisors LLC | 4,375 | $41.2 萬 | 0.09% | 00.0% | 不變 |
| Allred Capital Management, LLC | 4,374 | $41.2 萬 | 0.16% | −9−0.2% | 減碼 |
| Forte Capital LLC | 4,340 | $40.9 萬 | 0.05% | +450+11.6% | 加碼 |
| Aspiriant, LLC | 4,331 | $40.8 萬 | 0.02% | +56+1.3% | 加碼 |
| Sage Mountain Advisors LLC | 4,316 | $40.6 萬 | 0.04% | +676+18.6% | 加碼 |
| Pinnacle Financial Partners Inc | 4,313 | $40.6 萬 | 0.01% | +952+28.3% | 加碼 |
| Central Bank & Trust Co | 4,307 | $40.5 萬 | 0.06% | −1,808−29.6% | 減碼 |
| Edgestream Partners, L.P. | 4,303 | $40.5 萬 | 0.02% | +1,580+58.0% | 加碼 |
| South Dakota Investment Council | 4,300 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 4,299 | $40.5 萬 | 0.21% | +42+1.0% | 加碼 |
| Titleist Asset Management, LLC | 4,294 | $40.4 萬 | 0.07% | −2,246−34.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,290 | $40.4 萬 | 0.04% | −80−1.8% | 減碼 |
| IFP Advisors, Inc | 4,289 | $40.4 萬 | 0.02% | −2,730−38.9% | 減碼 |
| American National Bank & Trust Co | 4,269 | $40.2 萬 | 0.09% | +4,269 | 新進 |
| Fortem Financial Group, LLC | 4,228 | $39.8 萬 | 0.17% | +620+17.2% | 加碼 |
| Salzhauer Michael | 4,225 | $39.8 萬 | 0.32% | 00.0% | 不變 |
| Private Capital Management LLC | 4,199 | $39.5 萬 | 0.09% | +1,020+32.1% | 加碼 |
| X-Square Capital, LLC | 4,315 | $39.2 萬 | 0.19% | +10.0% | 加碼 |
| Silver Coast Investments LLC | 4,157 | $39.1 萬 | 0.16% | −16−0.4% | 減碼 |
| Mill Creek Capital Advisors, LLC | 4,146 | $39.0 萬 | 0.01% | +161+4.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $38.9 萬 | 0.25% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 4,135 | $38.9 萬 | 0.14% | −223−5.1% | 減碼 |
| Morse Asset Management, Inc | 4,109 | $38.7 萬 | 0.10% | −90−2.1% | 減碼 |
| Shepherd Financial Partners LLC | 4,074 | $38.4 萬 | 0.05% | +4+0.1% | 加碼 |
| Hoylecohen, LLC | 4,070 | $38.3 萬 | 0.03% | +7+0.2% | 加碼 |
| Park National Corp | 4,062 | $38.2 萬 | 0.01% | +444+12.3% | 加碼 |
| Triad Wealth Partners, LLC | 4,047 | $38.1 萬 | 0.29% | +4,047 | 新進 |
| Allen Investment Management LLC | 4,034 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Brown Capital Management LLC | 4,024 | $37.9 萬 | 0.01% | −30−0.7% | 減碼 |
| Bullock Wealth Management Group | 4,041 | $37.8 萬 | 0.25% | +4,041 | 新進 |
| Angeles Wealth Management, LLC | 3,979 | $37.5 萬 | 0.04% | +1,190+42.7% | 加碼 |
| Holderness Investments Co | 3,968 | $37.4 萬 | 0.09% | 00.0% | 不變 |
| Destination Wealth Management | 3,966 | $37.3 萬 | 0.01% | +87+2.2% | 加碼 |
| Voya Financial Advisors, Inc. | 3,985 | $37.3 萬 | 0.04% | −2,175−35.3% | 減碼 |
| Moss Adams Wealth Advisors LLC | 3,946 | $37.2 萬 | 0.06% | +3,946 | 新進 |
| Neville Rodie & Shaw Inc | 3,926 | $37.0 萬 | 0.03% | −2,750−41.2% | 減碼 |
| Essex Savings Bank | 3,950 | $36.8 萬 | 0.11% | 00.0% | 不變 |
| Hartline Investment Corp | 3,899 | $36.7 萬 | 0.06% | −21,958−84.9% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,899 | $36.7 萬 | 0.06% | −152−3.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 3,898 | $36.7 萬 | 0.00% | −470−10.8% | 減碼 |
| Allstate Corp | 3,884 | $36.6 萬 | 0.03% | −286−6.9% | 減碼 |
| Kovack Advisors, Inc. | 3,858 | $36.3 萬 | 0.04% | −2,683−41.0% | 減碼 |
| Marest Capital, LLC | 3,855 | $36.3 萬 | 0.33% | +3,855 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 3,829 | $36.1 萬 | 0.05% | −5,111−57.2% | 減碼 |
| First County Bank | 3,807 | $35.8 萬 | 0.18% | −553−12.7% | 減碼 |
| Cetera Trust Company, N.A | 3,804 | $35.8 萬 | 0.22% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3,795 | $35.7 萬 | 0.03% | −177−4.5% | 減碼 |
| Tanager Wealth Management LLP | 3,794 | $35.7 萬 | 0.06% | +3,794 | 新進 |
| Bank Pictet & Cie (Asia) Ltd | 3,792 | $35.7 萬 | 0.20% | −13,454−78.0% | 減碼 |
| Mosaic Financial Group, LLC | 3,792 | $35.7 萬 | 0.29% | +3,792 | 新進 |
| Eqis Capital Management, Inc. | 3,774 | $35.5 萬 | 0.03% | +3,774 | 新進 |
| Johnson Investment Counsel Inc | 3,770 | $35.5 萬 | 0.00% | −338−8.2% | 減碼 |
| Overbrook Management Corp | 3,764 | $35.4 萬 | 0.10% | 00.0% | 不變 |
| Centric Wealth Management | 3,893 | $35.4 萬 | 0.11% | +2+0.1% | 加碼 |
| Missouri Trust & Investment Co | 3,750 | $35.3 萬 | 0.14% | +375+11.1% | 加碼 |
| Legacy Advisors, LLC | 3,748 | $35.3 萬 | 0.04% | +383+11.4% | 加碼 |
| Altus Wealth Group LLC | 3,742 | $35.2 萬 | 0.18% | −66−1.7% | 減碼 |
| Rosenberg Matthew Hamilton | 3,761 | $35.2 萬 | 0.10% | +2+0.1% | 加碼 |
| Nwam LLC | 3,670 | $35.1 萬 | 0.03% | −3−0.1% | 減碼 |
| Signet Financial Management, LLC | 3,728 | $35.1 萬 | 0.05% | −57,442−93.9% | 減碼 |
| Circle Wealth Management, LLC | 3,723 | $35.1 萬 | 0.01% | +176+5.0% | 加碼 |
| GTS Securities LLC | 3,716 | $35.0 萬 | 0.01% | −33,971−90.1% | 減碼 |
| Amplius Wealth Advisors, LLC | 3,716 | $35.0 萬 | 0.04% | −28−0.7% | 減碼 |
| Apriem Advisors | 3,711 | $34.9 萬 | 0.04% | +200+5.7% | 加碼 |
| Bryn Mawr Trust Co | 3,709 | $34.9 萬 | 0.01% | +3,709 | 新進 |
| Evergreen Capital Management LLC | 3,695 | $34.8 萬 | 0.01% | +691+23.0% | 加碼 |
| Wealth Alliance | 3,687 | $34.7 萬 | 0.05% | −349−8.6% | 減碼 |
| Eudaimonia Partners, LLC | 3,677 | $34.6 萬 | 0.08% | +24+0.7% | 加碼 |
| Farmers National Bank | 3,674 | $34.6 萬 | 0.10% | −163−4.2% | 減碼 |
| Measured Wealth Private Client Group, LLC | 3,658 | $34.4 萬 | 0.12% | +431+13.4% | 加碼 |
| Warren Averett Asset Management, LLC | 3,652 | $34.4 萬 | 0.01% | +3,652 | 新進 |
| Avantax Planning Partners, Inc. | 3,649 | $34.4 萬 | 0.01% | −514−12.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,647 | $34.3 萬 | 0.03% | +3,647 | 新進 |
| Catalina Capital Group, LLC | 3,633 | $34.2 萬 | 0.15% | +3,633 | 新進 |
| Cornerstone Advisory, LLC | 3,631 | $34.2 萬 | 0.05% | +1,235+51.5% | 加碼 |
| World Equity Group, Inc. | 3,637 | $34.2 萬 | 0.07% | +3,637 | 新進 |
| Davidson Investment Advisors | 3,623 | $34.1 萬 | 0.02% | +75+2.1% | 加碼 |
| First Financial Bank - Trust Division | 3,620 | $34.1 萬 | 0.03% | −44−1.2% | 減碼 |
| MCF Advisors LLC | 3,617 | $34.1 萬 | 0.03% | −160−4.2% | 減碼 |
| DGS Capital Management, LLC | 3,607 | $34.0 萬 | 0.10% | +1,252+53.2% | 加碼 |
| Wellington Shields Capital Management, LLC | 3,607 | $34.0 萬 | 0.06% | 00.0% | 不變 |