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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 81,909 | $771.3 萬 | 0.77% | −255−0.3% | 減碼 |
| Advocate Group LLC | 81,713 | $769.4 萬 | 1.53% | +8,311+11.3% | 加碼 |
| McGuire Investment Group, LLC | 81,660 | $768.9 萬 | 1.12% | +1,304+1.6% | 加碼 |
| AlTi Global, Inc. | 81,529 | $767.6 萬 | 0.21% | −28,735−26.1% | 減碼 |
| Hartford Investment Management Co | 80,994 | $762.6 萬 | 0.27% | −4,233−5.0% | 減碼 |
| Principal Street Partners, LLC | 79,140 | $753.1 萬 | 1.42% | +17,703+28.8% | 加碼 |
| Two Sigma Advisers, LP | 79,900 | $752.3 萬 | 0.02% | +74,300+1,326.8% | 加碼 |
| Amica Mutual Insurance Co | 79,503 | $748.6 萬 | 0.76% | +13,291+20.1% | 加碼 |
| Hourglass Capital, LLC | 79,227 | $746.0 萬 | 2.25% | −300−0.4% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 79,013 | $744.0 萬 | 0.82% | +11,603+17.2% | 加碼 |
| Avitas Wealth Management LLC | 77,251 | $727.4 萬 | 1.11% | +1,095+1.4% | 加碼 |
| White Pine Investment CO | 76,794 | $723.1 萬 | 2.14% | −4,018−5.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 76,496 | $720.3 萬 | 0.01% | −3,195−4.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 76,442 | $719.8 萬 | 2.65% | +661+0.9% | 加碼 |
| Fiduciary Alliance LLC | 76,764 | $718.0 萬 | 1.27% | −1,523−1.9% | 減碼 |
| Financial Counselors Inc | 76,116 | $716.7 萬 | 0.12% | +61,233+411.4% | 加碼 |
| Montag A & Associates Inc | 76,052 | $716.1 萬 | 0.36% | −1,298−1.7% | 減碼 |
| Greenwood Capital Associates LLC | 75,939 | $715.0 萬 | 0.95% | +13,243+21.1% | 加碼 |
| Banque Cantonale Vaudoise | 75,821 | $714.0 萬 | 0.28% | +18,277+31.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 75,745 | $713.2 萬 | 0.08% | +11,044+17.1% | 加碼 |
| Allianz SE | 75,359 | $709.6 萬 | 0.22% | +75,359 | 新進 |
| Avantax Advisory Services, Inc. | 74,827 | $704.6 萬 | 0.06% | +1,916+2.6% | 加碼 |
| Burns J W & Co Inc | 74,554 | $702.0 萬 | 0.98% | −3,357−4.3% | 減碼 |
| Intech Investment Management LLC | 74,544 | $701.9 萬 | 0.10% | −203,951−73.2% | 減碼 |
| DCM Advisors, LLC | 73,948 | $696.3 萬 | 2.87% | −5,909−7.4% | 減碼 |
| Securian Asset Management, Inc | 73,788 | $694.8 萬 | 0.20% | −6,253−7.8% | 減碼 |
| Oliver Luxxe Assets LLC | 73,617 | $693.2 萬 | 1.45% | −100−0.1% | 減碼 |
| Bernzott Capital Advisors | 73,424 | $691.4 萬 | 2.74% | +21,020+40.1% | 加碼 |
| Louisiana State Employees Retirement System | 72,900 | $686.4 萬 | 0.13% | −3,500−4.6% | 減碼 |
| Hennessy Advisors Inc | 72,700 | $684.5 萬 | 0.29% | +2,000+2.8% | 加碼 |
| Baugh & Associates, LLC | 72,501 | $682.7 萬 | 3.63% | −205−0.3% | 減碼 |
| Cyrus J. Lawrence, LLC | 71,987 | $677.8 萬 | 1.50% | +71,987 | 新進 |
| Integrated Advisors Network LLC | 70,622 | $665.0 萬 | 0.34% | +37,856+115.5% | 加碼 |
| German American Bancorp, Inc. | 70,348 | $662.4 萬 | 0.80% | +5,155+7.9% | 加碼 |
| Logan Capital Management Inc | 68,736 | $647.2 萬 | 0.28% | +10,737+18.5% | 加碼 |
| Baxter Bros Inc | 68,722 | $647.1 萬 | 0.83% | +864+1.3% | 加碼 |
| Albion Financial Group | 67,681 | $637.3 萬 | 0.49% | +2,026+3.1% | 加碼 |
| Flputnam Investment Management Co | 65,610 | $617.8 萬 | 0.13% | −637−1.0% | 減碼 |
| Iowa State Bank | 64,415 | $606.5 萬 | 1.34% | +1,538+2.4% | 加碼 |
| Ci Investments Inc. | 64,393 | $606.3 萬 | 0.02% | −34,687−35.0% | 減碼 |
| New Mexico Educational Retirement Board | 63,710 | $599.9 萬 | 0.22% | −4,100−6.0% | 減碼 |
| Wolverine Trading, LLC | 63,695 | $599.8 萬 | 0.06% | −571,634−90.0% | 減碼 |
| TownSquare Capital, LLC | 62,885 | $592.1 萬 | 0.09% | +4,573+7.8% | 加碼 |
| Heritage Trust Co | 62,374 | $587.3 萬 | 0.79% | +1,496+2.5% | 加碼 |
| Lido Advisors, LLC | 62,274 | $586.4 萬 | 0.05% | −7,107−10.2% | 減碼 |
| Sandler Capital Management | 60,950 | $573.9 萬 | 0.70% | +60,950 | 新進 |
| Providence Capital Advisors, LLC | 60,400 | $568.7 萬 | 1.24% | +60,400 | 新進 |
| Toroso Investments, LLC | 60,228 | $567.1 萬 | 0.10% | +1,524+2.6% | 加碼 |
| Assenagon Asset Management S.A. | 59,410 | $559.4 萬 | 0.01% | −158−0.3% | 減碼 |
| Xcel Wealth Management, LLC | 58,945 | $555.0 萬 | 1.74% | −1,610−2.7% | 減碼 |
| Becker Capital Management Inc | 58,894 | $554.5 萬 | 0.19% | −2,120−3.5% | 減碼 |
| Cunning Capital Partners, LP | 58,878 | $554.4 萬 | 3.07% | +23,400+66.0% | 加碼 |
| Massmutual Trust Co FSB | 57,433 | $540.8 萬 | 0.17% | +14,542+33.9% | 加碼 |
| Coldstream Capital Management Inc | 57,060 | $537.3 萬 | 0.14% | −680−1.2% | 減碼 |
| Aureus Asset Management, LLC | 56,870 | $535.5 萬 | 0.37% | +4,255+8.1% | 加碼 |
| Foundations Investment Advisors, LLC | 56,631 | $533.2 萬 | 0.14% | −2,752−4.6% | 減碼 |
| Geller Advisors LLC | 56,446 | $531.5 萬 | 0.43% | +163+0.3% | 加碼 |
| First Hawaiian Bank | 56,296 | $530.1 萬 | 0.16% | +1,354+2.5% | 加碼 |
| Synovus Financial Corp | 56,082 | $528.2 萬 | 0.07% | +2,045+3.8% | 加碼 |
| Braun Stacey Associates Inc | 56,088 | $528.1 萬 | 0.21% | −192,278−77.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 56,030 | $527.6 萬 | 0.06% | +4,244+8.2% | 加碼 |
| Quantinno Capital Management LP | 55,531 | $522.9 萬 | 0.11% | +11,481+26.1% | 加碼 |
| Old Second National Bank of Aurora | 55,285 | $520.6 萬 | 1.35% | −865−1.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 55,130 | $518.7 萬 | 0.04% | +12,144+28.3% | 加碼 |
| SpiderRock Advisors, LLC | 58,063 | $510.7 萬 | 0.17% | +58,063 | 新進 |
| APG Asset Management N.V. | 57,992 | $505.6 萬 | 0.01% | +9,500+19.6% | 加碼 |
| Huntington National Bank | 53,320 | $502.1 萬 | 0.04% | +3,081+6.1% | 加碼 |
| Parallel Advisors, LLC | 53,187 | $500.8 萬 | 0.14% | −282−0.5% | 減碼 |
| Trifecta Capital Advisors, LLC | 53,104 | $500.0 萬 | 1.22% | +1,632+3.2% | 加碼 |
| Private Wealth Partners, LLC | 52,986 | $498.9 萬 | 0.40% | −11,038−17.2% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 52,873 | $497.9 萬 | 1.55% | +175+0.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 52,771 | $496.9 萬 | 0.33% | +52,771 | 新進 |
| Metis Global Partners, LLC | 52,290 | $492.4 萬 | 0.18% | −39−0.1% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $485.9 萬 | 0.79% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 50,529 | $475.8 萬 | 0.21% | −913−1.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 50,527 | $475.8 萬 | 0.10% | +6,198+14.0% | 加碼 |
| Level Four Advisory Services, LLC | 50,767 | $473.4 萬 | 0.26% | +3,101+6.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 50,226 | $472.9 萬 | 0.12% | +1,300+2.7% | 加碼 |
| D L Carlson Investment Group Inc | 50,103 | $471.8 萬 | 0.92% | −851−1.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 49,616 | $467.2 萬 | 0.16% | +3,458+7.5% | 加碼 |
| Glenview Trust Co | 49,174 | $463.0 萬 | 0.10% | −8,127−14.2% | 減碼 |
| Ballentine Partners, LLC | 49,067 | $462.0 萬 | 0.09% | +1,465+3.1% | 加碼 |
| Reliant Investment Management, LLC | 48,838 | $459.9 萬 | 2.16% | +48,838 | 新進 |
| Empirical Finance, LLC | 48,371 | $455.5 萬 | 0.28% | +1,531+3.3% | 加碼 |
| Jupiter Wealth Management LLC | 47,608 | $455.3 萬 | 2.41% | +1,200+2.6% | 加碼 |
| Tiaa Trust, National Association | 48,206 | $453.9 萬 | 0.01% | −113,018−70.1% | 減碼 |
| Elk River Wealth Management, LLC | 48,144 | $453.3 萬 | 0.92% | −4,824−9.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 48,033 | $452.3 萬 | 0.09% | +7,869+19.6% | 加碼 |
| Institutional & Family Asset Management, LLC | 47,922 | $451.2 萬 | 0.72% | −3,588−7.0% | 減碼 |
| K.J. Harrison & Partners Inc | 47,800 | $450.1 萬 | 0.70% | +12,803+36.6% | 加碼 |
| First Manhattan Co | 47,720 | $449.3 萬 | 0.01% | −755−1.6% | 減碼 |
| Joel Isaacson & Co., LLC | 47,641 | $448.6 萬 | 0.25% | +3,021+6.8% | 加碼 |
| Trajan Wealth LLC | 46,709 | $439.8 萬 | 0.30% | +46,709 | 新進 |
| Simon Quick Advisors, LLC | 46,428 | $437.2 萬 | 0.33% | +645+1.4% | 加碼 |
| Cito Capital Group, LLC | 46,355 | $436.5 萬 | 1.79% | −13,600−22.7% | 減碼 |
| Vestcor Inc | 45,826 | $431.5 萬 | 0.15% | +19,521+74.2% | 加碼 |
| SkyOak Wealth, LLC | 45,385 | $427.3 萬 | 1.02% | +1,721+3.9% | 加碼 |
| Linscomb & Williams, Inc. | 44,774 | $421.6 萬 | 0.22% | +2,754+6.6% | 加碼 |
| Torray LLC | 44,623 | $420.2 萬 | 0.63% | +44,623 | 新進 |
| HB Wealth Management, LLC | 44,553 | $419.5 萬 | 0.05% | +2,054+4.8% | 加碼 |