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 |
|---|---|---|---|---|---|
| Capital International Ltd | 27,352 | $265.8 萬 | 0.12% | −534−1.9% | 減碼 |
| Moody National Bank Trust Division | 27,465 | $266.9 萬 | 0.21% | +1,005+3.8% | 加碼 |
| Capstone Investment Advisors, LLC | 27,509 | $267.4 萬 | 0.06% | +1,598+6.2% | 加碼 |
| Americana Partners, LLC | 27,807 | $270.3 萬 | 0.21% | +1,772+6.8% | 加碼 |
| Arrow Financial Corp | 28,172 | $273.8 萬 | 0.27% | +313+1.1% | 加碼 |
| Epoch Investment Partners, Inc. | 28,204 | $274.1 萬 | 0.01% | −149−0.5% | 減碼 |
| Meyer Handelman Co | 28,242 | $274.5 萬 | 0.10% | 00.0% | 不變 |
| Plato Investment Management Ltd | 28,285 | $274.9 萬 | 0.26% | +23,501+491.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 28,638 | $278.3 萬 | 0.14% | −4,503−13.6% | 減碼 |
| Ritholtz Wealth Management | 28,646 | $278.4 萬 | 0.09% | −4,440−13.4% | 減碼 |
| V-Square Quantitative Management LLC | 28,893 | $280.8 萬 | 0.46% | +12,793+79.5% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $282.2 萬 | 0.03% | 00.0% | 不變 |
| Inspire Trust Co, N.A. | 29,300 | $284.8 萬 | 0.94% | +10,000+51.8% | 加碼 |
| K.J. Harrison & Partners Inc | 29,450 | $286.2 萬 | 0.47% | −18,350−38.4% | 減碼 |
| Salem Investment Counselors Inc | 29,542 | $287.1 萬 | 0.09% | +92+0.3% | 加碼 |
| Everence Capital Management Inc | 31,741 | $288.3 萬 | 0.20% | 00.0% | 不變 |
| Haverford Trust Co | 29,806 | $289.7 萬 | 0.03% | +11,991+67.3% | 加碼 |
| Stephens Inc | 29,877 | $290.4 萬 | 0.04% | −68−0.2% | 減碼 |
| Centiva Capital, LP | 29,888 | $290.5 萬 | 0.14% | +29,888 | 新進 |
| Equitable Holdings, Inc. | 29,945 | $291.0 萬 | 0.03% | +1,209+4.2% | 加碼 |
| Gifford Fong Associates | 30,000 | $291.6 萬 | 0.77% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 30,398 | $295.4 萬 | 0.09% | +316+1.1% | 加碼 |
| Advisory Services Network, LLC | 30,696 | $298.3 萬 | 0.06% | −416−1.3% | 減碼 |
| National Asset Management, Inc. | 31,014 | $301.4 萬 | 0.08% | +2,361+8.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 31,208 | $303.3 萬 | 0.21% | +31,117+34,194.5% | 加碼 |
| Morningstar Investment Management LLC | 31,216 | $303.4 萬 | 0.32% | −5,384−14.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 31,222 | $303.5 萬 | 0.04% | −1,123−3.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 31,436 | $305.5 萬 | 0.15% | +1,207+4.0% | 加碼 |
| Greenleaf Trust | 31,761 | $308.7 萬 | 0.03% | +965+3.1% | 加碼 |
| Infrastructure Capital Advisors, LLC | 31,847 | $309.5 萬 | 0.43% | −6,359−16.6% | 減碼 |
| Shelton Capital Management | 32,157 | $312.5 萬 | 0.09% | −2,141−6.2% | 減碼 |
| Abn Amro Investment Solutions | 32,214 | $313.1 萬 | 0.06% | +11,701+57.0% | 加碼 |
| Wetherby Asset Management Inc | 32,244 | $313.4 萬 | 0.15% | −269−0.8% | 減碼 |
| Savant Capital, LLC | 32,345 | $314.4 萬 | 0.03% | +357+1.1% | 加碼 |
| Hartline Investment Corp | 32,345 | $314.4 萬 | 0.42% | +28,446+729.6% | 加碼 |
| Raymond James Trust N.A. | 32,389 | $314.8 萬 | 0.07% | −311−1.0% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 32,556 | $316.4 萬 | 2.14% | −121−0.4% | 減碼 |
| Clearstead Advisors, LLC | 32,629 | $317.1 萬 | 0.05% | +26,955+475.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 32,674 | $317.6 萬 | 0.34% | −2,592−7.3% | 減碼 |
| First National Advisers, LLC | 32,715 | $318.0 萬 | 0.58% | +16,160+97.6% | 加碼 |
| Union Heritage Capital, LLC | 32,814 | $318.9 萬 | 1.25% | 00.0% | 不變 |
| TrueMark Investments, LLC | 32,965 | $320.4 萬 | 1.10% | +12,255+59.2% | 加碼 |
| S&CO Inc | 33,038 | $321.0 萬 | 0.22% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 33,054 | $321.3 萬 | 0.04% | −2,242−6.4% | 減碼 |
| First Citizens Bank & Trust Co | 33,083 | $321.5 萬 | 0.06% | +581+1.8% | 加碼 |
| Community Trust & Investment Co | 33,129 | $322.0 萬 | 0.22% | −1,523−4.4% | 減碼 |
| Carret Asset Management, LLC | 33,146 | $322.1 萬 | 0.38% | +692+2.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 33,328 | $323.9 萬 | 0.04% | +194+0.6% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 33,330 | $323.9 萬 | 0.33% | −2,912−8.0% | 減碼 |
| Dana Investment Advisors, Inc. | 33,597 | $326.5 萬 | 0.11% | +174+0.5% | 加碼 |
| Loomis Sayles & Co L P | 33,625 | $326.8 萬 | 0.00% | +7,838+30.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 33,750 | $328.0 萬 | 0.06% | −375−1.1% | 減碼 |
| Mattson Financial Services, LLC | 34,074 | $331.2 萬 | 1.18% | +34,074 | 新進 |
| Sculati Wealth Management, LLC | 34,358 | $333.9 萬 | 1.43% | −655−1.9% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 34,500 | $335.3 萬 | 0.51% | −83,110−70.7% | 減碼 |
| KMG Fiduciary Partners, LLC | 34,595 | $336.2 萬 | 0.33% | −624−1.8% | 減碼 |
| Stonegate Investment Group, LLC | 34,625 | $336.5 萬 | 0.10% | −1,391−3.9% | 減碼 |
| Pitcairn Co | 34,748 | $337.7 萬 | 0.21% | +887+2.6% | 加碼 |
| Capital International Sarl | 34,869 | $338.9 萬 | 0.10% | +1,201+3.6% | 加碼 |
| Sigma Planning Corp | 35,030 | $340.5 萬 | 0.11% | −4,649−11.7% | 減碼 |
| Siemens Fonds Invest GmbH | 35,033 | $340.5 萬 | 0.25% | +87+0.2% | 加碼 |
| Axxcess Wealth Management, LLC | 35,265 | $342.7 萬 | 0.09% | +5,679+19.2% | 加碼 |
| First National Trust Co | 35,346 | $343.5 萬 | 0.14% | −495−1.4% | 減碼 |
| Lake Street Advisors Group, LLC | 35,362 | $343.7 萬 | 0.17% | +285+0.8% | 加碼 |
| Shorepoint Capital Partners LLC | 35,433 | $344.4 萬 | 0.81% | +1,190+3.5% | 加碼 |
| MainStreet Investment Advisors LLC | 35,551 | $345.5 萬 | 0.42% | −5,063−12.5% | 減碼 |
| Sandy Cove Advisors, LLC | 35,719 | $347.2 萬 | 1.55% | +215+0.6% | 加碼 |
| NBC Securities, Inc. | 35,724 | $347.2 萬 | 0.32% | +1,757+5.2% | 加碼 |
| Alley Investment Management Company, LLC | 36,039 | $350.3 萬 | 0.48% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 36,148 | $351.3 萬 | 0.16% | +996+2.8% | 加碼 |
| Integrated Wealth Concepts LLC | 36,287 | $352.7 萬 | 0.05% | +2,290+6.7% | 加碼 |
| United Services Automobile Association | 36,708 | $356.8 萬 | 0.09% | −2,658−6.8% | 減碼 |
| Patten & Patten Inc | 36,886 | $358.5 萬 | 0.25% | +52+0.1% | 加碼 |
| Central Trust Co | 36,941 | $359.0 萬 | 0.09% | −6,876−15.7% | 減碼 |
| RNC Capital Management LLC | 36,978 | $359.4 萬 | 0.20% | +2,308+6.7% | 加碼 |
| Independent Advisor Alliance | 37,107 | $360.7 萬 | 0.12% | +303+0.8% | 加碼 |
| Occidental Asset Management, LLC | 37,443 | $363.9 萬 | 0.64% | +1,453+4.0% | 加碼 |
| Vestor Capital, LLC | 37,542 | $364.9 萬 | 0.29% | −799−2.1% | 減碼 |
| City Holding Co | 37,677 | $366.2 萬 | 0.54% | +40+0.1% | 加碼 |
| Citizens Financial Group Inc | 37,993 | $369.3 萬 | 0.08% | +21,921+136.4% | 加碼 |
| Neo Ivy Capital Management | 38,092 | $370.2 萬 | 0.73% | +38,092 | 新進 |
| Surience Private Wealth LLC | 38,161 | $370.9 萬 | 4.77% | +38,161 | 新進 |
| GLOBALT Investments LLC | 38,279 | $372.0 萬 | 0.15% | −430−1.1% | 減碼 |
| Financial Advisory Partners, LLC | 38,346 | $372.7 萬 | 1.39% | −875−2.2% | 減碼 |
| Engineers Gate Manager LP | 38,609 | $375.2 萬 | 0.08% | +38,609 | 新進 |
| Adell Harriman & Carpenter Inc | 38,820 | $377.3 萬 | 0.29% | +2,600+7.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 38,922 | $378.3 萬 | 0.62% | −578−1.5% | 減碼 |
| United Capital Financial Advisers, LLC | 39,812 | $386.9 萬 | 0.03% | +1,566+4.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 39,823 | $387.0 萬 | 0.10% | +70+0.2% | 加碼 |
| Braun Stacey Associates Inc | 39,857 | $387.4 萬 | 0.15% | −16,231−28.9% | 減碼 |
| Highland Capital Management, LLC | 39,872 | $387.5 萬 | 0.23% | −3,210−7.5% | 減碼 |
| Vident Advisory, LLC | 39,950 | $388.3 萬 | 0.11% | +23,197+138.5% | 加碼 |
| Cypress Financial Planning LLC | 40,080 | $389.5 萬 | 1.63% | −698−1.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 40,255 | $391.2 萬 | 0.16% | +2,639+7.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 40,362 | $392.3 萬 | 0.27% | −981−2.4% | 減碼 |
| GTS Securities LLC | 40,576 | $394.4 萬 | 0.08% | +36,860+991.9% | 加碼 |
| Logan Capital Management Inc | 40,806 | $396.6 萬 | 0.17% | −27,930−40.6% | 減碼 |
| Roanoke Asset Management Corp | 41,033 | $398.8 萬 | 1.32% | +200.0% | 加碼 |
| Brasada Capital Management, LP | 39,083 | $401.5 萬 | 0.71% | +10,664+37.5% | 加碼 |
| Wolverine Trading, LLC | 41,401 | $402.4 萬 | 0.07% | −22,294−35.0% | 減碼 |