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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 14,837 | $139.7 萬 | 0.57% | +475+3.3% | 加碼 |
| White Pine Capital LLC | 15,325 | $139.2 萬 | 0.53% | +54+0.4% | 加碼 |
| Crestwood Advisors Group LLC | 14,783 | $139.2 萬 | 0.03% | −117,175−88.8% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $138.4 萬 | 0.49% | 00.0% | 不變 |
| Principal Securities, Inc. | 14,672 | $138.2 萬 | 0.04% | +431+3.0% | 加碼 |
| Waterfront Wealth Inc. | 14,904 | $137.9 萬 | 0.39% | +291+2.0% | 加碼 |
| Duff & Phelps Investment Management Co | 14,566 | $137.2 萬 | 0.02% | +463+3.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 14,381 | $135.4 萬 | 0.31% | +5,964+70.9% | 加碼 |
| Fox Run Management, L.L.C. | 14,378 | $135.4 萬 | 0.29% | +14,378 | 新進 |
| Executive Wealth Group LLC | 15,153 | $135.1 萬 | 0.28% | +10,136+202.0% | 加碼 |
| Bard Financial Services, Inc. | 14,305 | $134.7 萬 | 0.14% | +55+0.4% | 加碼 |
| Excalibur Management Corp | 14,174 | $133.5 萬 | 0.56% | +606+4.5% | 加碼 |
| Diligent Investors, LLC | 14,162 | $133.3 萬 | 0.33% | +13+0.1% | 加碼 |
| Berkeley Capital Partners, LLC | 14,149 | $133.2 萬 | 0.41% | +1,901+15.5% | 加碼 |
| Granger Management LLC | 13,969 | $131.5 萬 | 0.26% | +3,631+35.1% | 加碼 |
| Charter Oak Capital Management, LLC | 13,956 | $131.4 萬 | 0.14% | +13,956 | 新進 |
| NVWM, LLC | 13,948 | $131.3 萬 | 0.36% | −167−1.2% | 減碼 |
| AMG National Trust Bank | 13,909 | $131.0 萬 | 0.04% | +50+0.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 13,815 | $130.1 萬 | 0.14% | +370+2.8% | 加碼 |
| Intrust Bank NA | 13,784 | $129.8 萬 | 0.14% | −385−2.7% | 減碼 |
| Eagle Asset Management Inc | 13,849 | $129.5 萬 | 0.01% | +3,519+34.1% | 加碼 |
| Krilogy Financial LLC | 13,717 | $129.2 萬 | 0.10% | +13,717 | 新進 |
| Allworth Financial LP | 13,672 | $128.7 萬 | 0.01% | +604+4.6% | 加碼 |
| Long Run Wealth Advisors, LLC | 13,662 | $128.6 萬 | 0.34% | +594+4.5% | 加碼 |
| Koshinski Asset Management, Inc. | 13,639 | $128.4 萬 | 0.13% | −6,635−32.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 13,602 | $128.1 萬 | 0.06% | +596+4.6% | 加碼 |
| WCG Wealth Advisors LLC | 13,577 | $127.8 萬 | 0.11% | −1,860−12.0% | 減碼 |
| Vise Technologies, Inc. | 13,527 | $127.4 萬 | 0.25% | −33−0.2% | 減碼 |
| Parkside Financial Bank & Trust | 13,516 | $127.3 萬 | 0.21% | +2,840+26.6% | 加碼 |
| Systematic Financial Management LP | 13,500 | $127.1 萬 | 0.04% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 13,500 | $127.1 萬 | 0.35% | +13,500 | 新進 |
| Qtron Investments LLC | 13,403 | $126.2 萬 | 0.18% | 00.0% | 不變 |
| Clarius Group, LLC | 13,296 | $125.2 萬 | 0.09% | −2,085−13.6% | 減碼 |
| Quadrant Capital Group LLC | 13,257 | $124.8 萬 | 0.10% | −1,479−10.0% | 減碼 |
| Dakota Wealth Management | 13,237 | $124.6 萬 | 0.03% | −216−1.6% | 減碼 |
| TLWM | 13,220 | $124.5 萬 | 0.28% | −255−1.9% | 減碼 |
| Meridian Wealth Management, LLC | 13,201 | $124.3 萬 | 0.21% | −441−3.2% | 減碼 |
| Point72 (DIFC) Ltd | 13,098 | $123.3 萬 | 0.10% | +13,098 | 新進 |
| Penobscot Investment Management Company, Inc. | 13,071 | $123.1 萬 | 0.13% | +674+5.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 13,048 | $122.9 萬 | 0.08% | +345+2.7% | 加碼 |
| Avalon Trust Co | 13,000 | $122.4 萬 | 0.10% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 13,178 | $122.1 萬 | 0.03% | −119,582−90.1% | 減碼 |
| Resources Investment Advisors, LLC. | 12,888 | $121.3 萬 | 0.02% | −1,746−11.9% | 減碼 |
| Hartford Funds Management Co LLC | 12,841 | $120.9 萬 | 0.12% | +1,572+13.9% | 加碼 |
| Mutual Advisors, LLC | 12,823 | $120.7 萬 | 0.04% | −17,473−57.7% | 減碼 |
| Premier Path Wealth Partners, LLC | 12,787 | $120.4 萬 | 0.23% | −297−2.3% | 減碼 |
| Panagora Asset Management Inc | 12,729 | $119.9 萬 | 0.01% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 12,700 | $119.6 萬 | 0.11% | +105+0.8% | 加碼 |
| Summit Trail Advisors, LLC | 12,636 | $119.0 萬 | 0.03% | +1,762+16.2% | 加碼 |
| Garner Asset Management Corp | 12,623 | $118.9 萬 | 0.61% | −528−4.0% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $118.6 萬 | 0.37% | 00.0% | 不變 |
| Old National Bancorp | 12,572 | $118.4 萬 | 0.03% | −2,610−17.2% | 減碼 |
| Deltec Asset Management LLC | 12,500 | $117.7 萬 | 0.23% | −1,000−7.4% | 減碼 |
| Concord Wealth Partners | 12,498 | $117.7 萬 | 0.21% | +2,037+19.5% | 加碼 |
| Insigneo Advisory Services, LLC | 12,476 | $117.5 萬 | 0.14% | −1,671−11.8% | 減碼 |
| Quent Capital, LLC | 12,463 | $117.4 萬 | 0.14% | +253+2.1% | 加碼 |
| Umpqua Bank | 12,447 | $117.2 萬 | 0.48% | +12,447 | 新進 |
| Cigna Investments Inc | 12,433 | $117.1 萬 | 0.22% | −431−3.4% | 減碼 |
| Investors Research Corp | 12,416 | $116.9 萬 | 0.27% | −850−6.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 12,376 | $116.5 萬 | 0.09% | −242−1.9% | 減碼 |
| Trust Co of Vermont | 12,321 | $116.0 萬 | 0.06% | +2,819+29.7% | 加碼 |
| Viewpoint Capital Management LLC | 12,215 | $115.0 萬 | 0.73% | 00.0% | 不變 |
| Intrua Financial, LLC | 12,064 | $113.6 萬 | 0.18% | +12,064 | 新進 |
| Lansing Street Advisors | 12,008 | $113.1 萬 | 0.51% | +164+1.4% | 加碼 |
| Concord Asset Management, LLC | 12,006 | $113.0 萬 | 0.30% | +2,083+21.0% | 加碼 |
| Parkside Investments, LLC | 12,000 | $113.0 萬 | 0.18% | 00.0% | 不變 |
| Delta Asset Management LLC | 11,902 | $112.1 萬 | 0.10% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 11,794 | $111.0 萬 | 0.30% | +173+1.5% | 加碼 |
| Longfellow Investment Management Co LLC | 11,792 | $111.0 萬 | 0.25% | +2,220+23.2% | 加碼 |
| Peoples Financial Services Corp. | 11,782 | $110.9 萬 | 0.48% | −90−0.8% | 減碼 |
| Evoke Wealth, LLC | 11,774 | $110.9 萬 | 0.03% | +11,774 | 新進 |
| Silvercrest Asset Management Group LLC | 11,758 | $110.7 萬 | 0.01% | −32−0.3% | 減碼 |
| King Luther Capital Management Corp | 11,674 | $109.9 萬 | 0.00% | −216−1.8% | 減碼 |
| Brighton Jones LLC | 11,647 | $109.7 萬 | 0.04% | +1,390+13.6% | 加碼 |
| Zullo Investment Group, Inc. | 11,644 | $109.6 萬 | 0.51% | −268−2.2% | 減碼 |
| Principle Wealth Partners LLC | 11,640 | $109.6 萬 | 0.09% | +40.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 11,637 | $109.6 萬 | 0.19% | +272+2.4% | 加碼 |
| Radnor Capital Management, LLC | 11,602 | $109.2 萬 | 0.19% | 00.0% | 不變 |
| Van Leeuwen & Company, LLC | 11,550 | $108.8 萬 | 0.55% | +164+1.4% | 加碼 |
| Cape Ann Savings Bank | 11,513 | $108.4 萬 | 0.68% | −567−4.7% | 減碼 |
| Washington Trust Co | 11,512 | $108.4 萬 | 0.04% | −224−1.9% | 減碼 |
| LVW Advisors, LLC | 11,500 | $108.3 萬 | 0.18% | +1,777+18.3% | 加碼 |
| Quadcap Wealth Management, LLC | 11,416 | $107.5 萬 | 0.24% | −1,861−14.0% | 減碼 |
| Donald L. Hagan, LLC | 11,401 | $107.4 萬 | 0.57% | −184−1.6% | 減碼 |
| Ar Asset Management Inc | 11,400 | $107.3 萬 | 0.26% | 00.0% | 不變 |
| Buffington Mohr McNeal | 11,375 | $107.1 萬 | 0.19% | +5,700+100.4% | 加碼 |
| Leonteq Securities AG | 11,312 | $106.5 萬 | 0.14% | −10,714−48.6% | 減碼 |
| Helios Capital Management Pte. Ltd | 11,300 | $106.4 萬 | 0.75% | 00.0% | 不變 |
| Axq Capital, LP | 11,300 | $106.4 萬 | 0.26% | +11,300 | 新進 |
| Abbrea Capital, LLC | 11,303 | $106.4 萬 | 0.14% | 00.0% | 不變 |
| Parsons Capital Management Inc | 11,293 | $106.3 萬 | 0.07% | −63−0.6% | 減碼 |
| Westpac Banking Corp | 11,284 | $106.3 萬 | 0.08% | −54,902−83.0% | 減碼 |
| Berkshire Asset Management LLC | 11,282 | $106.2 萬 | 0.06% | −540−4.6% | 減碼 |
| HAP Trading, LLC | 11,273 | $106.1 萬 | 0.33% | +11,273 | 新進 |
| EverSource Wealth Advisors, LLC | 11,672 | $106.0 萬 | 0.08% | +134+1.2% | 加碼 |
| Flow State Investments, L.P. | 11,200 | $105.5 萬 | 0.31% | +11,200 | 新進 |
| Northern Oak Wealth Management Inc | 11,164 | $105.1 萬 | 0.12% | −17,121−60.5% | 減碼 |
| Central Pacific Bank - Trust Division | 11,197 | $104.7 萬 | 0.13% | +11,197 | 新進 |
| Jump Financial, LLC | 11,084 | $104.4 萬 | 0.03% | +11,084 | 新進 |
| Hamilton Capital, LLC | 11,060 | $104.1 萬 | 0.08% | +227+2.1% | 加碼 |