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 2 季 13F 持有人
Morgan Stanley 在 2024/6/30 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
- 1,829
- 較 2024 年第 1 季 +61 家
- 持有股數
- 13.5 億
- 較 2024 年第 1 季 −297.4 萬 (−0.2%)
- 總市值
- $1,312 億
- 較 2024 年第 1 季 +$38.8 億 (+3.0%)
- 新進機構
- 168
- 另有 741 家加碼
- 清倉機構
- 107
- 另有 658 家減碼
另有 31 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 13,845 | $134.6 萬 | 0.41% | −304−2.1% | 減碼 |
| Hartford Funds Management Co LLC | 14,028 | $136.3 萬 | 0.13% | +1,187+9.2% | 加碼 |
| Central Pacific Bank - Trust Division | 14,106 | $137.1 萬 | 0.16% | +2,909+26.0% | 加碼 |
| Excalibur Management Corp | 14,113 | $137.2 萬 | 0.56% | −61−0.4% | 減碼 |
| Diligent Investors, LLC | 14,172 | $137.7 萬 | 0.34% | +10+0.1% | 加碼 |
| Bard Financial Services, Inc. | 14,305 | $139.0 萬 | 0.14% | 00.0% | 不變 |
| Intrust Bank NA | 14,374 | $139.7 萬 | 0.15% | +590+4.3% | 加碼 |
| Tocqueville Asset Management L.P. | 14,625 | $142.1 萬 | 0.02% | −214−1.4% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $142.9 萬 | 0.49% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 14,714 | $143.0 萬 | 0.21% | −856−5.5% | 減碼 |
| GAMMA Investing LLC | 14,736 | $143.2 萬 | 0.20% | +4,411+42.7% | 加碼 |
| Maven Securities LTD | 14,778 | $143.6 萬 | 0.22% | +14,778 | 新進 |
| King Luther Capital Management Corp | 14,790 | $143.7 萬 | 0.01% | +3,116+26.7% | 加碼 |
| Hamilton Capital Partners Inc. | 14,807 | $143.9 萬 | 0.15% | −5,630−27.5% | 減碼 |
| NVWM, LLC | 14,816 | $144.0 萬 | 0.38% | +868+6.2% | 加碼 |
| LVW Advisors, LLC | 15,015 | $145.9 萬 | 0.21% | +3,515+30.6% | 加碼 |
| Somerset Trust Co | 15,028 | $146.1 萬 | 0.60% | +191+1.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 15,033 | $146.1 萬 | 0.05% | −1,262−7.7% | 減碼 |
| Waterfront Wealth Inc. | 15,090 | $146.7 萬 | 0.40% | +186+1.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 15,145 | $147.2 萬 | 0.09% | −8,098−34.8% | 減碼 |
| Snowden Capital Advisors LLC | 15,168 | $147.4 萬 | 0.04% | −1,374−8.3% | 減碼 |
| Courier Capital LLC | 15,172 | $147.5 萬 | 0.12% | −200−1.3% | 減碼 |
| Vise Technologies, Inc. | 15,207 | $147.8 萬 | 0.26% | +1,680+12.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,269 | $148.4 萬 | 0.17% | +127+0.8% | 加碼 |
| Trust Asset Management LLC | 15,287 | $148.6 萬 | 0.13% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 14,994 | $148.7 萬 | 0.07% | +4,697+45.6% | 加碼 |
| Northcape Wealth Management, LLC | 15,302 | $148.7 萬 | 0.54% | −47−0.3% | 減碼 |
| Checchi Capital Advisers, LLC | 15,410 | $149.8 萬 | 0.12% | +113+0.7% | 加碼 |
| White Pine Capital LLC | 15,432 | $150.0 萬 | 0.57% | +107+0.7% | 加碼 |
| NBT Bank N A | 15,437 | $150.0 萬 | 0.11% | +8,404+119.5% | 加碼 |
| Chesapeake Wealth Management | 15,462 | $150.3 萬 | 0.54% | −481−3.0% | 減碼 |
| Boston Private Wealth LLC | 15,462 | $150.3 萬 | 0.04% | −3,447−18.2% | 減碼 |
| Chemung Canal Trust Co | 15,531 | $150.9 萬 | 0.29% | 00.0% | 不變 |
| Wintrust Investments LLC | 15,555 | $151.2 萬 | 0.12% | −78−0.5% | 減碼 |
| Leonteq Securities AG | 15,644 | $152.0 萬 | 0.21% | +4,332+38.3% | 加碼 |
| Vanguard Capital Wealth Advisors | 15,722 | $152.8 萬 | 1.03% | +68+0.4% | 加碼 |
| AMG National Trust Bank | 15,723 | $152.8 萬 | 0.04% | +1,814+13.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,724 | $152.8 萬 | 0.05% | +5,080+47.7% | 加碼 |
| Mystic Asset Management, Inc. | 15,785 | $153.4 萬 | 0.62% | −139−0.9% | 減碼 |
| Global Financial Private Client, LLC | 15,846 | $154.0 萬 | 0.64% | +14,882+1,543.8% | 加碼 |
| Altrafin AG | 15,861 | $154.2 萬 | 0.57% | −7,162−31.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 15,930 | $154.8 萬 | 0.02% | −24−0.2% | 減碼 |
| 1st Source Bank | 15,952 | $155.0 萬 | 0.09% | +117+0.7% | 加碼 |
| Ironwood Investment Counsel, LLC | 15,993 | $155.4 萬 | 0.28% | +19+0.1% | 加碼 |
| Foster & Motley Inc | 16,060 | $156.1 萬 | 0.11% | −600−3.6% | 減碼 |
| Decatur Capital Management, Inc. | 16,167 | $157.1 萬 | 0.76% | +447+2.8% | 加碼 |
| Smith, Salley & Associates | 16,207 | $157.5 萬 | 0.11% | +378+2.4% | 加碼 |
| Sumitomo Life Insurance Co | 16,207 | $157.5 萬 | 0.04% | −2,094−11.4% | 減碼 |
| Group One Trading, L.P. | 16,236 | $157.8 萬 | 0.05% | +16,236 | 新進 |
| Altman Advisors, Inc. | 16,330 | $158.7 萬 | 0.90% | +68+0.4% | 加碼 |
| Symmetry Partners, LLC | 16,365 | $159.1 萬 | 0.08% | −588−3.5% | 減碼 |
| Strategic Advisors LLC | 16,378 | $159.2 萬 | 0.31% | −100−0.6% | 減碼 |
| We Are One Seven, LLC | 16,397 | $159.4 萬 | 0.08% | +999+6.5% | 加碼 |
| South State Corp. | 16,447 | $159.8 萬 | 0.12% | +5,590+51.5% | 加碼 |
| Koshinski Asset Management, Inc. | 15,591 | $160.0 萬 | 0.15% | +1,952+14.3% | 加碼 |
| Trust Investment Advisors | 16,538 | $160.7 萬 | 1.02% | −21−0.1% | 減碼 |
| Eagle Asset Management Inc | 16,287 | $161.5 萬 | 0.01% | +2,438+17.6% | 加碼 |
| River Street Advisors LLC | 16,736 | $162.7 萬 | 1.01% | +313+1.9% | 加碼 |
| Mutual Advisors, LLC | 16,063 | $164.6 萬 | 0.05% | +3,240+25.3% | 加碼 |
| New England Research & Management, Inc. | 17,000 | $165.2 萬 | 0.79% | −9,205−35.1% | 減碼 |
| Bradley Foster & Sargent Inc | 17,041 | $165.6 萬 | 0.03% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 17,061 | $165.8 萬 | 0.39% | −487−2.8% | 減碼 |
| Donaldson Capital Management, LLC | 17,139 | $166.6 萬 | 0.07% | −1,438−7.7% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,146 | $166.6 萬 | 1.39% | −400−2.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,291 | $168.1 萬 | 0.02% | +207+1.2% | 加碼 |
| Insight Inv LLC | 17,307 | $168.2 萬 | 1.45% | +130+0.8% | 加碼 |
| Valeo Financial Advisors, LLC | 17,316 | $168.3 萬 | 0.05% | −1,393−7.4% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $168.4 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co | 17,353 | $168.7 萬 | 0.02% | +124+0.7% | 加碼 |
| IMC-Chicago, LLC | 17,398 | $169.1 萬 | 0.05% | +17,398 | 新進 |
| Allworth Financial LP | 16,586 | $169.3 萬 | 0.01% | +2,914+21.3% | 加碼 |
| TD Private Client Wealth LLC | 17,460 | $169.7 萬 | 0.05% | −1,889−9.8% | 減碼 |
| Two Sigma Investments, LP | 17,477 | $169.9 萬 | 0.00% | −219,870−92.6% | 減碼 |
| EP Wealth Advisors, LLC | 17,551 | $170.6 萬 | 0.02% | +7,185+69.3% | 加碼 |
| Wright Investors Service Inc | 17,568 | $170.7 萬 | 0.45% | −5,390−23.5% | 減碼 |
| Oak Asset Management, LLC | 17,593 | $171.0 萬 | 0.63% | +235+1.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 17,619 | $171.3 萬 | 0.03% | +9,459+115.9% | 加碼 |
| Principal Securities, Inc. | 17,683 | $171.9 萬 | 0.05% | +3,011+20.5% | 加碼 |
| Perigon Wealth Management, LLC | 17,726 | $172.3 萬 | 0.05% | +788+4.7% | 加碼 |
| Howland Capital Management LLC | 17,743 | $172.4 萬 | 0.08% | +365+2.1% | 加碼 |
| Institute for Wealth Management, LLC. | 17,748 | $172.5 萬 | 0.23% | +268+1.5% | 加碼 |
| Horizon Investments, LLC | 18,231 | $175.6 萬 | 0.05% | +187+1.0% | 加碼 |
| Delphi Management Inc | 18,076 | $175.7 萬 | 1.43% | −27−0.1% | 減碼 |
| Abbot Financial Management, Inc. | 18,100 | $175.9 萬 | 0.94% | −50−0.3% | 減碼 |
| Profund Advisors LLC | 18,204 | $176.9 萬 | 0.07% | −449−2.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 18,374 | $178.6 萬 | 0.39% | +3,993+27.8% | 加碼 |
| AIA Group Ltd | 18,410 | $178.9 萬 | 0.05% | −15,188−45.2% | 減碼 |
| J. Safra Sarasin Holding AG | 18,468 | $179.5 萬 | 0.03% | +18,468 | 新進 |
| Ashburton (Jersey) Ltd | 18,130 | $179.8 萬 | 0.76% | +18,130 | 新進 |
| Schechter Investment Advisors, LLC | 18,511 | $179.9 萬 | 0.14% | +2,113+12.9% | 加碼 |
| Clough Capital Partners L P | 18,550 | $180.3 萬 | 0.20% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 18,580 | $180.6 萬 | 0.12% | +1,368+7.9% | 加碼 |
| Eisler Capital (US) LLC | 18,763 | $182.4 萬 | 0.34% | +18,763 | 新進 |
| Fundamentun, LLC | 18,857 | $183.3 萬 | 0.15% | +1,097+6.2% | 加碼 |
| Lakeview Capital Partners, LLC | 19,474 | $183.4 萬 | 0.30% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 18,868 | $183.4 萬 | 0.12% | +453+2.5% | 加碼 |
| Hudson Canyon Capital Management | 18,979 | $184.5 萬 | 1.25% | −1,835−8.8% | 減碼 |
| Forum Financial Management, LP | 19,027 | $184.9 萬 | 0.03% | +131+0.7% | 加碼 |
| Chatham Capital Group, Inc. | 19,266 | $187.2 萬 | 0.33% | +3,810+24.7% | 加碼 |
| Covenant Asset Management, LLC | 19,412 | $188.7 萬 | 0.42% | +73+0.4% | 加碼 |