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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 44,525 | $419.2 萬 | 0.20% | +44,525 | 新進 |
| Lincluden Management Ltd | 44,412 | $418.2 萬 | 0.50% | +8,448+23.5% | 加碼 |
| Norinchukin Bank, The | 44,226 | $416.4 萬 | 0.12% | −994−2.2% | 減碼 |
| LSV Asset Management | 43,900 | $413.4 萬 | 0.01% | −1,324,553−96.8% | 減碼 |
| Central Trust Co | 43,817 | $412.6 萬 | 0.10% | −1,722−3.8% | 減碼 |
| Investment Management Corp of Ontario | 43,753 | $412.0 萬 | 0.12% | −24,642−36.0% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,630 | $410.8 萬 | 1.01% | +145+0.3% | 加碼 |
| First National Bank of Omaha | 35,171 | $410.3 萬 | 0.28% | +7,563+27.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 43,094 | $405.8 萬 | 0.05% | −14,853−25.6% | 減碼 |
| Highland Capital Management, LLC | 43,082 | $405.7 萬 | 0.23% | −541−1.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 42,678 | $401.9 萬 | 0.43% | −858−2.0% | 減碼 |
| Stock Yards Bank & Trust Co | 42,649 | $401.6 萬 | 0.13% | +1,045+2.5% | 加碼 |
| Tudor Investment Corp Et Al | 42,265 | $398.0 萬 | 0.05% | +42,265 | 新進 |
| Lincoln National Corp | 42,628 | $397.4 萬 | 0.06% | −8,178−16.1% | 減碼 |
| Hodges Capital Management Inc. | 41,996 | $395.5 萬 | 0.25% | −18,150−30.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 41,343 | $389.3 萬 | 0.27% | −3,681−8.2% | 減碼 |
| Roanoke Asset Management Corp | 41,013 | $386.2 萬 | 1.27% | −65−0.2% | 減碼 |
| Cypress Financial Planning LLC | 40,778 | $384.0 萬 | 1.76% | +40,778 | 新進 |
| Cyndeo Wealth Partners, LLC | 40,765 | $383.8 萬 | 0.32% | +15,311+60.2% | 加碼 |
| MainStreet Investment Advisors LLC | 40,614 | $382.4 萬 | 0.46% | −5,276−11.5% | 減碼 |
| Davis-Rea Ltd. | 40,300 | $379.5 萬 | 1.73% | +40,300 | 新進 |
| Tower Research Capital LLC (TRC) | 40,009 | $376.7 萬 | 0.09% | −130,277−76.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 39,753 | $374.3 萬 | 0.10% | −250−0.6% | 減碼 |
| Sigma Planning Corp | 39,679 | $373.6 萬 | 0.12% | +20,857+110.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 39,500 | $371.9 萬 | 0.62% | −1,219−3.0% | 減碼 |
| Carlson Capital L P | 39,500 | $371.9 萬 | 0.30% | +39,500 | 新進 |
| United Services Automobile Association | 39,366 | $370.7 萬 | 0.09% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 37,503 | $369.6 萬 | 0.26% | +709+1.9% | 加碼 |
| Financial Advisory Partners, LLC | 39,221 | $369.3 萬 | 1.43% | +39,221 | 新進 |
| Gladstone Institutional Advisory LLC | 39,006 | $367.3 萬 | 0.20% | −17,099−30.5% | 減碼 |
| GLOBALT Investments LLC | 38,709 | $364.5 萬 | 0.15% | −609−1.5% | 減碼 |
| Vinva Investment Management Ltd | 38,382 | $361.4 萬 | 0.21% | +2,822+7.9% | 加碼 |
| Vestor Capital, LLC | 38,341 | $361.0 萬 | 0.30% | −1,085−2.8% | 減碼 |
| United Capital Financial Advisers, LLC | 38,246 | $360.1 萬 | 0.03% | −793−2.0% | 減碼 |
| Infrastructure Capital Advisors, LLC | 38,206 | $359.7 萬 | 0.47% | +3,644+10.5% | 加碼 |
| City Holding Co | 37,637 | $354.3 萬 | 0.53% | +241+0.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 37,616 | $354.2 萬 | 0.15% | +22,030+141.3% | 加碼 |
| Lazard Asset Management LLC | 37,130 | $349.5 萬 | 0.00% | −4,265−10.3% | 減碼 |
| Patten & Patten Inc | 36,834 | $346.8 萬 | 0.25% | +101+0.3% | 加碼 |
| Independent Advisor Alliance | 36,804 | $346.6 萬 | 0.13% | −222−0.6% | 減碼 |
| Morningstar Investment Management LLC | 36,600 | $344.6 萬 | 0.37% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 36,242 | $341.3 萬 | 0.24% | +22,585+165.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 36,220 | $341.0 萬 | 0.28% | −5,312−12.8% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $339.3 萬 | 0.47% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 36,016 | $339.1 萬 | 0.11% | −1,335−3.6% | 減碼 |
| Occidental Asset Management, LLC | 35,990 | $338.9 萬 | 0.63% | +2,337+6.9% | 加碼 |
| First National Trust Co | 35,841 | $337.5 萬 | 0.14% | +1,085+3.1% | 加碼 |
| Sandy Cove Advisors, LLC | 35,504 | $334.3 萬 | 1.54% | −18,075−33.7% | 減碼 |
| Wealthspire Advisors, LLC | 35,296 | $332.3 萬 | 0.04% | −1,813−4.9% | 減碼 |
| Canandaigua National Bank & Trust Co | 35,266 | $332.1 萬 | 0.49% | −10,400−22.8% | 減碼 |
| Cullinan Associates Inc | 35,220 | $331.6 萬 | 0.19% | −76,499−68.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 35,219 | $331.6 萬 | 0.34% | +1,711+5.1% | 加碼 |
| Geneos Wealth Management Inc. | 35,152 | $331.0 萬 | 0.15% | +2,403+7.3% | 加碼 |
| Lake Street Advisors Group, LLC | 35,077 | $330.3 萬 | 0.15% | +1,222+3.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 35,026 | $329.8 萬 | 0.00% | −937,887−96.4% | 減碼 |
| Sculati Wealth Management, LLC | 35,013 | $329.7 萬 | 1.42% | −1,402−3.9% | 減碼 |
| Zenyatta Capital Management LP | 35,000 | $329.6 萬 | 4.43% | −90,000−72.0% | 減碼 |
| Empowered Funds, LLC | 34,982 | $329.4 萬 | 0.06% | +2,278+7.0% | 加碼 |
| Siemens Fonds Invest GmbH | 34,946 | $329.1 萬 | 0.25% | −598−1.7% | 減碼 |
| RNC Capital Management LLC | 34,670 | $326.5 萬 | 0.19% | −5,109−12.8% | 減碼 |
| Community Trust & Investment Co | 34,652 | $326.3 萬 | 0.23% | +2,592+8.1% | 加碼 |
| Van Eck Associates Corp | 34,454 | $324.4 萬 | 0.00% | +6,370+22.7% | 加碼 |
| Shelton Capital Management | 34,298 | $323.0 萬 | 0.09% | −105,099−75.4% | 減碼 |
| Shorepoint Capital Partners LLC | 34,243 | $322.4 萬 | 0.79% | +526+1.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 34,125 | $321.3 萬 | 0.06% | +3,750+12.3% | 加碼 |
| Integrated Wealth Concepts LLC | 33,997 | $320.1 萬 | 0.05% | +2,185+6.9% | 加碼 |
| NBC Securities, Inc. | 33,967 | $319.8 萬 | 0.30% | +28,673+541.6% | 加碼 |
| Pitcairn Co | 33,861 | $318.8 萬 | 0.21% | −3,870−10.3% | 減碼 |
| Mizuho Markets Cayman LP | 34,111 | $318.1 萬 | 1.95% | 00.0% | 不變 |
| Capital International Sarl | 33,668 | $317.0 萬 | 0.11% | −22,217−39.8% | 減碼 |
| AIA Group Ltd | 33,598 | $316.4 萬 | 0.10% | +16,507+96.6% | 加碼 |
| Rakuten Investment Management, Inc. | 33,499 | $315.4 萬 | 0.02% | +30,389+977.1% | 加碼 |
| SYSTM Wealth Solutions LLC | 33,497 | $315.4 萬 | 0.40% | +4,107+14.0% | 加碼 |
| Dana Investment Advisors, Inc. | 33,423 | $314.7 萬 | 0.10% | −4,348−11.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 33,141 | $312.1 萬 | 0.17% | −6,679−16.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 33,134 | $312.0 萬 | 0.03% | −23,810−41.8% | 減碼 |
| Ritholtz Wealth Management | 33,086 | $311.5 萬 | 0.11% | +1,088+3.4% | 加碼 |
| S&CO Inc | 33,038 | $311.0 萬 | 0.22% | +19,123+137.4% | 加碼 |
| Union Heritage Capital, LLC | 32,814 | $309.0 萬 | 1.23% | +5,067+18.3% | 加碼 |
| Raymond James Trust N.A. | 32,700 | $307.9 萬 | 0.07% | +50.0% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 32,677 | $307.7 萬 | 2.29% | +159+0.5% | 加碼 |
| Wetherby Asset Management Inc | 32,513 | $306.1 萬 | 0.15% | −817−2.5% | 減碼 |
| First Citizens Bank & Trust Co | 32,502 | $306.0 萬 | 0.06% | +4,896+17.7% | 加碼 |
| Carret Asset Management, LLC | 32,454 | $305.6 萬 | 0.36% | +1,200+3.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 32,345 | $304.6 萬 | 0.04% | +2,600+8.7% | 加碼 |
| Verition Fund Management LLC | 32,214 | $303.3 萬 | 0.03% | −15,733−32.8% | 減碼 |
| Savant Capital, LLC | 31,988 | $301.2 萬 | 0.03% | +1,681+5.5% | 加碼 |
| Veriti Management LLC | 31,864 | $300.0 萬 | 0.22% | +4,085+14.7% | 加碼 |
| Everence Capital Management Inc | 31,741 | $298.9 萬 | 0.20% | 00.0% | 不變 |
| NEOS Investment Management LLC | 31,706 | $298.5 萬 | 0.18% | +13,793+77.0% | 加碼 |
| Palisade Asset Management, LLC | 31,125 | $293.1 萬 | 0.29% | −100−0.3% | 減碼 |
| Advisory Services Network, LLC | 31,112 | $293.0 萬 | 0.06% | −463−1.5% | 減碼 |
| Greenleaf Trust | 30,796 | $290.0 萬 | 0.03% | +1,369+4.7% | 加碼 |
| Richard P Slaughter Associates Inc | 30,653 | $288.6 萬 | 0.70% | −1,062−3.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 30,499 | $287.2 萬 | 0.04% | −2,410−7.3% | 減碼 |
| Dimension Capital Management LLC | 30,396 | $286.2 萬 | 0.57% | −610−2.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 30,229 | $284.6 萬 | 0.14% | +2,306+8.3% | 加碼 |
| Apollon Wealth Management, LLC | 30,082 | $283.3 萬 | 0.09% | +4,488+17.5% | 加碼 |
| Gifford Fong Associates | 30,000 | $282.5 萬 | 0.78% | 00.0% | 不變 |
| Stephens Inc | 29,945 | $282.0 萬 | 0.04% | −64,806−68.4% | 減碼 |