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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 19,548 | $190.0 萬 | 0.01% | −148−0.8% | 減碼 |
| Capital Markets Trading UK LLP | 19,594 | $190.4 萬 | 1.40% | −2,398−10.9% | 減碼 |
| Granger Management LLC | 19,600 | $190.5 萬 | 0.32% | +5,631+40.3% | 加碼 |
| Hoey Investments, Inc | 19,669 | $191.2 萬 | 0.37% | −666−3.3% | 減碼 |
| LGT Group Foundation | 19,713 | $191.6 萬 | 0.03% | +522+2.7% | 加碼 |
| Capital Investment Counsel, Inc | 19,783 | $192.3 萬 | 0.29% | +500+2.6% | 加碼 |
| Orbis Allan Gray Ltd | 19,800 | $192.4 萬 | 0.01% | +19,800 | 新進 |
| Harvest Investment Advisors, LLC | 19,806 | $192.5 萬 | 1.42% | −123−0.6% | 減碼 |
| Qsemble Capital Management, LP | 19,989 | $194.3 萬 | 0.37% | +19,989 | 新進 |
| Brown Financial Advisors | 20,143 | $195.8 萬 | 0.87% | +20,143 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 20,179 | $196.1 萬 | 0.11% | +20,179 | 新進 |
| Rpo LLC | 20,371 | $198.0 萬 | 2.99% | +20,371 | 新進 |
| IFG Advisory, LLC | 20,381 | $198.1 萬 | 0.13% | −208−1.0% | 減碼 |
| Werlinich Asset Management, LLC | 20,770 | $198.9 萬 | 1.24% | 00.0% | 不變 |
| Asio Capital, LLC | 20,481 | $199.1 萬 | 0.41% | −5,948−22.5% | 減碼 |
| Am Investment Strategies LLC | 20,526 | $199.5 萬 | 0.49% | +152+0.7% | 加碼 |
| Trust Co of Toledo NA | 20,534 | $199.6 萬 | 0.29% | +4,203+25.7% | 加碼 |
| YHB Investment Advisors, Inc. | 20,561 | $199.8 萬 | 0.17% | +38+0.2% | 加碼 |
| Prospera Financial Services Inc | 20,755 | $201.9 萬 | 0.06% | +119+0.6% | 加碼 |
| Freedom Day Solutions, LLC | 20,794 | $202.1 萬 | 0.68% | −125−0.6% | 減碼 |
| Financial Advisory Service, Inc. | 20,848 | $202.6 萬 | 0.18% | +574+2.8% | 加碼 |
| DoubleLine ETF Adviser LP | 20,947 | $203.6 萬 | 0.54% | −921−4.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 20,968 | $203.8 萬 | 0.15% | +6,080+40.8% | 加碼 |
| Regions Financial Corp | 21,169 | $205.7 萬 | 0.02% | −1,066−4.8% | 減碼 |
| StoneX Group Inc. | 21,240 | $206.4 萬 | 0.16% | +2,158+11.3% | 加碼 |
| Coastline Trust Co | 21,463 | $208.6 萬 | 0.24% | −2,720−11.2% | 減碼 |
| Steel Peak Wealth Management LLC | 21,486 | $208.8 萬 | 0.10% | −73,452−77.4% | 減碼 |
| Granite Group Advisors, LLC | 21,614 | $210.1 萬 | 1.59% | −197−0.9% | 減碼 |
| Cacti Asset Management LLC | 22,000 | $210.7 萬 | 0.17% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 21,685 | $210.8 萬 | 0.08% | +386+1.8% | 加碼 |
| Resources Investment Advisors, LLC. | 21,707 | $211.0 萬 | 0.03% | +8,819+68.4% | 加碼 |
| Alaethes Wealth LLC | 21,744 | $211.3 萬 | 0.87% | +510+2.4% | 加碼 |
| Dynasty Wealth Management, LLC | 21,794 | $211.8 萬 | 0.06% | +1,324+6.5% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $211.9 萬 | 0.08% | 00.0% | 不變 |
| William B. Walkup & Associates, Inc. | 21,830 | $212.2 萬 | 1.39% | +21,830 | 新進 |
| Prudent Man Advisors, LLC | 21,933 | $213.2 萬 | 0.75% | +930+4.4% | 加碼 |
| Caldwell Trust Co | 22,125 | $215.0 萬 | 0.24% | −344−1.5% | 減碼 |
| Capital Investment Advisors, LLC | 22,126 | $215.0 萬 | 0.05% | +3,405+18.2% | 加碼 |
| PFG Investments, LLC | 22,372 | $217.4 萬 | 0.16% | +245+1.1% | 加碼 |
| NorthRock Partners, LLC | 22,432 | $218.0 萬 | 0.08% | +1,224+5.8% | 加碼 |
| Leavell Investment Management, Inc. | 22,451 | $218.2 萬 | 0.12% | +1,175+5.5% | 加碼 |
| Sowell Financial Services LLC | 22,720 | $220.8 萬 | 0.11% | −212−0.9% | 減碼 |
| Nebula Research & Development LLC | 22,755 | $221.2 萬 | 0.36% | +22,755 | 新進 |
| La Banque Postale Asset Management SA | 23,040 | $223.9 萬 | 0.09% | +23,040 | 新進 |
| Vestcor Inc | 23,126 | $224.8 萬 | 0.08% | −22,700−49.5% | 減碼 |
| Richard P Slaughter Associates Inc | 23,240 | $225.9 萬 | 0.53% | −7,413−24.2% | 減碼 |
| Wolff Wiese Magana LLC | 23,333 | $226.8 萬 | 1.80% | −69−0.3% | 減碼 |
| TCTC Holdings, LLC | 23,372 | $227.2 萬 | 0.08% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 23,501 | $228.4 萬 | 0.44% | −26,602−53.1% | 減碼 |
| Insigneo Advisory Services, LLC | 24,820 | $228.5 萬 | 0.26% | +12,344+98.9% | 加碼 |
| Arcus Capital Partners, LLC | 23,538 | $228.8 萬 | 0.88% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 23,555 | $228.9 萬 | 0.27% | +41+0.2% | 加碼 |
| Capital Asset Advisory Services LLC | 22,787 | $233.8 萬 | 0.13% | +1,582+7.5% | 加碼 |
| Burney Co | 24,246 | $235.6 萬 | 0.09% | +2,675+12.4% | 加碼 |
| Baldwin Investment Management, LLC | 24,380 | $236.9 萬 | 0.32% | −997−3.9% | 減碼 |
| Simplicity Wealth,LLC | 24,414 | $237.3 萬 | 0.05% | +941+4.0% | 加碼 |
| Bleakley Financial Group, LLC | 24,501 | $238.1 萬 | 0.07% | +926+3.9% | 加碼 |
| Signaturefd, LLC | 24,553 | $238.6 萬 | 0.05% | +1,419+6.1% | 加碼 |
| Venture Visionary Partners LLC | 24,558 | $238.7 萬 | 0.11% | +1,472+6.4% | 加碼 |
| Northeast Investment Management | 24,589 | $239.0 萬 | 0.11% | −285−1.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 24,629 | $239.4 萬 | 0.08% | +5,216+26.9% | 加碼 |
| International Assets Investment Management, LLC | 817,081 | $239.7 萬 | 0.23% | −91,317−10.1% | 減碼 |
| HTLF Bank | 24,686 | $239.9 萬 | 0.27% | −958−3.7% | 減碼 |
| Glass Wealth Management Co LLC | 24,695 | $240.0 萬 | 1.40% | +865+3.6% | 加碼 |
| BOK Financial Private Wealth, Inc. | 24,709 | $240.1 萬 | 0.17% | −278−1.1% | 減碼 |
| Palisade Asset Management, LLC | 24,721 | $240.3 萬 | 0.25% | −6,404−20.6% | 減碼 |
| Stolper Co | 24,788 | $240.9 萬 | 0.85% | +210+0.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 24,864 | $241.7 萬 | 0.10% | +2,418+10.8% | 加碼 |
| Texas Yale Capital Corp. | 24,880 | $241.8 萬 | 0.12% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 25,001 | $243.0 萬 | 0.17% | +10.0% | 加碼 |
| HCR Wealth Advisors | 25,096 | $243.9 萬 | 0.35% | −274−1.1% | 減碼 |
| Community Bank, N.A. | 25,170 | $244.6 萬 | 0.32% | +461+1.9% | 加碼 |
| Culbertson A N & Co Inc | 25,290 | $245.8 萬 | 0.43% | −2,000−7.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 25,341 | $246.3 萬 | 0.14% | −987−3.7% | 減碼 |
| Cary Street Partners Asset Management LLC | 25,381 | $246.7 萬 | 0.36% | +4,876+23.8% | 加碼 |
| Paradigm Asset Management Co LLC | 25,400 | $246.9 萬 | 0.69% | +10,500+70.5% | 加碼 |
| Hunter Associates Investment Management LLC | 25,402 | $247.1 萬 | 0.42% | −126−0.5% | 減碼 |
| Meeder Advisory Services, Inc. | 25,539 | $248.2 萬 | 0.18% | +7,153+38.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 25,574 | $248.6 萬 | 0.04% | −508−1.9% | 減碼 |
| Fidelis Capital Partners, LLC | 27,019 | $248.9 萬 | 0.35% | +448+1.7% | 加碼 |
| Bouvel Investment Partners, LLC | 25,771 | $250.5 萬 | 0.97% | −102−0.4% | 減碼 |
| Gotham Asset Management, LLC | 25,776 | $250.5 萬 | 0.03% | +249+1.0% | 加碼 |
| Clear Rock Advisors, LLC | 25,783 | $250.6 萬 | 1.07% | +563+2.2% | 加碼 |
| KCM Investment Advisors LLC | 25,816 | $250.9 萬 | 0.09% | −1,840−6.7% | 減碼 |
| LMCG Investments, LLC | 25,862 | $251.4 萬 | 0.15% | +782+3.1% | 加碼 |
| Fulton Bank, N.A. | 25,978 | $252.5 萬 | 0.10% | +1,273+5.2% | 加碼 |
| Gries Financial LLC | 25,995 | $252.6 萬 | 0.52% | +397+1.6% | 加碼 |
| Dimension Capital Management LLC | 26,270 | $255.3 萬 | 0.52% | −4,126−13.6% | 減碼 |
| Next Level Private LLC | 26,303 | $255.6 萬 | 1.17% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 26,351 | $256.1 萬 | 0.60% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,130 | $256.3 萬 | 0.02% | 00.0% | 不變 |
| Park Avenue Securities LLC | 26,393 | $256.5 萬 | 0.03% | +2,969+12.7% | 加碼 |
| Transcend Wealth Collective, LLC | 26,440 | $257.0 萬 | 0.19% | +1,069+4.2% | 加碼 |
| SYSTM Wealth Solutions LLC | 26,625 | $258.8 萬 | 0.58% | −6,872−20.5% | 減碼 |
| SevenBridge Financial Group, LLC | 27,974 | $260.1 萬 | 0.58% | +137+0.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 26,798 | $260.4 萬 | 0.04% | −3,701−12.1% | 減碼 |
| Skopos Labs, Inc. | 28,002 | $261.9 萬 | 1.13% | 00.0% | 不變 |
| Lipe & Dalton | 27,020 | $262.6 萬 | 1.41% | −198−0.7% | 減碼 |
| Diversified Trust Co | 27,103 | $263.4 萬 | 0.07% | +18,154+202.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 27,174 | $264.1 萬 | 0.20% | +51+0.2% | 加碼 |