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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 20,636 | $194.4 萬 | 0.06% | +259+1.3% | 加碼 |
| Werlinich Asset Management, LLC | 20,770 | $194.2 萬 | 1.27% | +1,080+5.5% | 加碼 |
| IFG Advisory, LLC | 20,589 | $193.9 萬 | 0.14% | +727+3.7% | 加碼 |
| YHB Investment Advisors, Inc. | 20,523 | $193.2 萬 | 0.17% | −21−0.1% | 減碼 |
| Abn Amro Investment Solutions | 20,513 | $193.2 萬 | 0.03% | −62,181−75.2% | 減碼 |
| Cary Street Partners Asset Management LLC | 20,505 | $193.1 萬 | 0.30% | +20,505 | 新進 |
| Dynasty Wealth Management, LLC | 20,470 | $192.7 萬 | 0.06% | +20,470 | 新進 |
| Hamilton Capital Partners Inc. | 20,437 | $192.4 萬 | 0.23% | +20,437 | 新進 |
| Grey Street Capital, LLC | 20,427 | $192.3 萬 | 0.26% | +20,427 | 新進 |
| Am Investment Strategies LLC | 20,374 | $191.8 萬 | 0.49% | +177+0.9% | 加碼 |
| Hoey Investments, Inc | 20,335 | $191.5 萬 | 0.43% | −415−2.0% | 減碼 |
| Financial Advisory Service, Inc. | 20,274 | $190.9 萬 | 0.17% | +697+3.6% | 加碼 |
| LM Advisors LLC | 20,121 | $189.5 萬 | 0.30% | −3,960−16.4% | 減碼 |
| Harvest Investment Advisors, LLC | 19,929 | $187.7 萬 | 1.40% | +934+4.9% | 加碼 |
| Brown Brothers Harriman & Co | 19,696 | $185.5 萬 | 0.01% | −398−2.0% | 減碼 |
| Connectus Wealth, LLC | 19,695 | $185.4 萬 | 0.05% | −9,315−32.1% | 減碼 |
| Lakeview Capital Partners, LLC | 19,474 | $183.4 萬 | 0.30% | +165+0.9% | 加碼 |
| Commerzbank Aktiengesellschaft | 19,413 | $182.8 萬 | 0.06% | +9,615+98.1% | 加碼 |
| TD Private Client Wealth LLC | 19,349 | $182.2 萬 | 0.06% | −1,050−5.1% | 減碼 |
| Covenant Asset Management, LLC | 19,339 | $182.1 萬 | 0.44% | +647+3.5% | 加碼 |
| Inspire Trust Co, N.A. | 19,300 | $181.7 萬 | 1.01% | +11,000+132.5% | 加碼 |
| Capital Investment Counsel, Inc | 19,283 | $181.6 萬 | 0.31% | −800−4.0% | 減碼 |
| Modera Wealth Management, LLC | 19,265 | $181.4 萬 | 0.03% | −888−4.4% | 減碼 |
| LGT Group Foundation | 19,191 | $180.7 萬 | 0.04% | +4,000+26.3% | 加碼 |
| CAPROCK Group, Inc. | 19,167 | $180.5 萬 | 0.10% | +662+3.6% | 加碼 |
| StoneX Group Inc. | 19,082 | $179.7 萬 | 0.16% | +4,417+30.1% | 加碼 |
| Boston Private Wealth LLC | 18,909 | $178.1 萬 | 0.04% | −49−0.3% | 減碼 |
| Forum Financial Management, LP | 18,896 | $177.9 萬 | 0.03% | −144−0.8% | 減碼 |
| Capital Investment Advisors, LLC | 18,721 | $176.3 萬 | 0.04% | +403+2.2% | 加碼 |
| Profund Advisors LLC | 18,653 | $175.6 萬 | 0.07% | +410+2.2% | 加碼 |
| Valeo Financial Advisors, LLC | 18,709 | $175.6 萬 | 0.06% | +1,931+11.5% | 加碼 |
| Donaldson Capital Management, LLC | 18,577 | $174.9 萬 | 0.07% | −34,005−64.7% | 減碼 |
| Clough Capital Partners L P | 18,550 | $174.7 萬 | 0.19% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 18,415 | $173.4 萬 | 0.11% | +305+1.7% | 加碼 |
| Meeder Advisory Services, Inc. | 18,386 | $173.1 萬 | 0.18% | +394+2.2% | 加碼 |
| Sumitomo Life Insurance Co | 18,301 | $172.3 萬 | 0.04% | −720−3.8% | 減碼 |
| Abbot Financial Management, Inc. | 18,150 | $170.9 萬 | 0.94% | −20−0.1% | 減碼 |
| Delphi Management Inc | 18,103 | $170.5 萬 | 1.32% | +1,375+8.2% | 加碼 |
| Horizon Investments, LLC | 18,044 | $168.4 萬 | 0.04% | −219−1.2% | 減碼 |
| Haverford Trust Co | 17,815 | $167.7 萬 | 0.02% | +7,251+68.6% | 加碼 |
| Fundamentun, LLC | 17,760 | $167.2 萬 | 0.16% | +17,760 | 新進 |
| Great Diamond Partners, LLC | 17,548 | $165.2 萬 | 0.38% | +187+1.1% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,546 | $165.2 萬 | 1.44% | −175−1.0% | 減碼 |
| Institute for Wealth Management, LLC. | 17,480 | $164.6 萬 | 0.21% | −98−0.6% | 減碼 |
| Howland Capital Management LLC | 17,378 | $163.6 萬 | 0.08% | −1,356−7.2% | 減碼 |
| Oak Asset Management, LLC | 17,358 | $163.4 萬 | 0.61% | +95+0.6% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $163.1 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co | 17,229 | $162.2 萬 | 0.02% | +4,184+32.1% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 17,212 | $162.1 萬 | 0.11% | +1,047+6.5% | 加碼 |
| Insight Inv LLC | 17,177 | $161.7 萬 | 1.40% | +85+0.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 17,084 | $160.9 萬 | 0.02% | −1,193−6.5% | 減碼 |
| Bradley Foster & Sargent Inc | 17,041 | $160.5 萬 | 0.03% | −786−4.4% | 減碼 |
| Teza Capital Management LLC | 17,003 | $160.1 萬 | 0.21% | +17,003 | 新進 |
| Symmetry Partners, LLC | 16,953 | $159.6 萬 | 0.12% | −8,471−33.3% | 減碼 |
| Perigon Wealth Management, LLC | 16,938 | $159.5 萬 | 0.05% | −1,803−9.6% | 減碼 |
| Congress Wealth Management LLC | 16,912 | $159.3 萬 | 0.03% | −749−4.2% | 減碼 |
| Vident Advisory, LLC | 16,753 | $157.8 萬 | 0.03% | +2,120+14.5% | 加碼 |
| Foster & Motley Inc | 16,660 | $156.9 萬 | 0.11% | −3,142−15.9% | 減碼 |
| Trust Investment Advisors | 16,559 | $155.9 萬 | 1.13% | −549−3.2% | 減碼 |
| Snowden Capital Advisors LLC | 16,542 | $155.8 萬 | 0.05% | +3,890+30.7% | 加碼 |
| Strategic Advisors LLC | 16,478 | $155.2 萬 | 0.31% | −293−1.7% | 減碼 |
| River Street Advisors LLC | 16,423 | $154.6 萬 | 1.04% | +614+3.9% | 加碼 |
| Schechter Investment Advisors, LLC | 16,398 | $154.4 萬 | 0.12% | −3,131−16.0% | 減碼 |
| Trust Co of Toledo NA | 16,331 | $153.8 萬 | 0.24% | +4,750+41.0% | 加碼 |
| Lee Financial Co | 16,299 | $153.5 萬 | 0.26% | −145−0.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 16,295 | $153.4 萬 | 0.05% | +311+1.9% | 加碼 |
| Belpointe Asset Management LLC | 16,291 | $153.4 萬 | 0.11% | −2,267−12.2% | 減碼 |
| Convergence Investment Partners, LLC | 16,190 | $152.4 萬 | 0.58% | −442−2.7% | 減碼 |
| Altman Advisors, Inc. | 16,262 | $152.1 萬 | 0.74% | +7,063+76.8% | 加碼 |
| First National Advisers, LLC | 16,555 | $151.7 萬 | 0.34% | +3,230+24.2% | 加碼 |
| V-Square Quantitative Management LLC | 16,100 | $151.6 萬 | 0.25% | 00.0% | 不變 |
| Citizens Financial Group Inc | 16,072 | $151.3 萬 | 0.05% | −1,313−7.6% | 減碼 |
| Spire Wealth Management | 15,977 | $150.4 萬 | 0.04% | +1,354+9.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 15,974 | $150.4 萬 | 0.26% | +478+3.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15,954 | $150.2 萬 | 0.02% | +53+0.3% | 加碼 |
| Chesapeake Wealth Management | 15,943 | $150.1 萬 | 0.55% | −369−2.3% | 減碼 |
| Mystic Asset Management, Inc. | 15,924 | $149.9 萬 | 0.62% | +426+2.7% | 加碼 |
| Merit Financial Group, LLC | 15,998 | $149.8 萬 | 0.04% | +7,071+79.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 15,898 | $149.7 萬 | 0.02% | −97,438−86.0% | 減碼 |
| 1st Source Bank | 15,835 | $149.1 萬 | 0.09% | −128−0.8% | 減碼 |
| Smith, Salley & Associates | 15,829 | $149.0 萬 | 0.12% | −655−4.0% | 減碼 |
| Decatur Capital Management, Inc. | 15,720 | $148.0 萬 | 0.80% | −156−1.0% | 減碼 |
| Vanguard Capital Wealth Advisors | 15,654 | $147.4 萬 | 1.04% | −2,479−13.7% | 減碼 |
| Wintrust Investments LLC | 15,633 | $147.2 萬 | 0.13% | −425−2.6% | 減碼 |
| Wilkins Investment Counsel Inc | 15,570 | $146.6 萬 | 0.21% | +15,570 | 新進 |
| Chemung Canal Trust Co | 15,531 | $146.2 萬 | 0.28% | +160+1.0% | 加碼 |
| Chatham Capital Group, Inc. | 15,456 | $145.5 萬 | 0.27% | +1,975+14.7% | 加碼 |
| We Are One Seven, LLC | 15,398 | $145.0 萬 | 0.08% | −2,630−14.6% | 減碼 |
| Courier Capital LLC | 15,372 | $144.7 萬 | 0.10% | −87−0.6% | 減碼 |
| Northcape Wealth Management, LLC | 15,349 | $144.5 萬 | 0.53% | −242−1.6% | 減碼 |
| Mirador Capital Partners LP | 15,345 | $144.5 萬 | 0.28% | +1,643+12.0% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 15,309 | $144.1 萬 | 0.36% | −902−5.6% | 減碼 |
| Checchi Capital Advisers, LLC | 15,297 | $144.0 萬 | 0.11% | −641−4.0% | 減碼 |
| Trust Asset Management LLC | 15,287 | $143.9 萬 | 0.13% | −89−0.6% | 減碼 |
| Argus Investors' Counsel, Inc. | 15,280 | $143.9 萬 | 0.88% | −2,920−16.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 15,142 | $142.6 萬 | 0.17% | −1,063−6.6% | 減碼 |
| Centaurus Financial, Inc. | 15,028 | $141.5 萬 | 0.10% | −2,496−14.2% | 減碼 |
| Paradigm Asset Management Co LLC | 14,900 | $140.3 萬 | 0.36% | −600−3.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 14,888 | $140.2 萬 | 0.22% | −1,514−9.2% | 減碼 |
| Tocqueville Asset Management L.P. | 14,839 | $139.7 萬 | 0.02% | +1,658+12.6% | 加碼 |