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 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Perfromance Wealth Partners, LLC | 2,760 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 2,767 | $26.9 萬 | 0.01% | −550−16.6% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,774 | $27.0 萬 | 0.02% | −1,720−38.3% | 減碼 |
| Eastern Bank | 2,782 | $27.0 萬 | 0.01% | −414−13.0% | 減碼 |
| Key Financial Inc | 2,795 | $27.2 萬 | 0.07% | +203+7.8% | 加碼 |
| Enterprise Financial Services Corp | 2,798 | $27.2 萬 | 0.17% | +51+1.9% | 加碼 |
| Ameritas Advisory Services, LLC | 2,799 | $27.2 萬 | 0.01% | +26+0.9% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,820 | $27.4 萬 | 0.07% | −311−9.9% | 減碼 |
| Valmark Advisers, Inc. | 2,824 | $27.4 萬 | 0.00% | −57−2.0% | 減碼 |
| Laffer Tengler Investments | 2,826 | $27.5 萬 | 0.06% | +1,282+83.0% | 加碼 |
| Kingfisher Capital LLC | 2,826 | $27.5 萬 | 0.06% | 00.0% | 不變 |
| First Affirmative Financial Network | 2,831 | $27.5 萬 | 0.19% | −330−10.4% | 減碼 |
| Eagle Strategies LLC | 2,837 | $27.6 萬 | 0.05% | +2,837 | 新進 |
| Legacy Edge Advisors, LLC | 2,843 | $27.6 萬 | 0.05% | +92+3.3% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,854 | $27.7 萬 | 0.06% | −14−0.5% | 減碼 |
| Thrive Wealth Management, LLC | 2,856 | $27.8 萬 | 0.05% | +359+14.4% | 加碼 |
| Lion Street Advisors, LLC | 2,869 | $27.9 萬 | 0.10% | +89+3.2% | 加碼 |
| Duff & Phelps Investment Management Co | 2,885 | $28.0 萬 | 0.00% | −11,681−80.2% | 減碼 |
| Seven Mile Advisory | 2,886 | $28.0 萬 | 0.21% | +313+12.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,907 | $28.3 萬 | 0.09% | +2,907 | 新進 |
| American State Bank (Iowa) | 2,908 | $28.3 萬 | 0.18% | 00.0% | 不變 |
| Stiles Financial Services Inc | 2,910 | $28.3 萬 | 0.11% | −136−4.5% | 減碼 |
| Journey Strategic Wealth LLC | 2,914 | $28.3 萬 | 0.01% | +2,914 | 新進 |
| Gibbs Wealth Management | 2,916 | $28.3 萬 | 0.11% | +633+27.7% | 加碼 |
| Pure Financial Advisors, Inc. | 2,921 | $28.4 萬 | 0.01% | +2,921 | 新進 |
| Fulcrum Capital LLC | 2,921 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 2,924 | $28.4 萬 | 0.00% | +2,924 | 新進 |
| Wallace Advisory Group, LLC | 2,929 | $28.5 萬 | 0.20% | −189−6.1% | 減碼 |
| Freestone Capital Holdings, LLC | 2,929 | $28.5 萬 | 0.01% | +238+8.8% | 加碼 |
| Balboa Wealth Partners | 2,946 | $28.6 萬 | 0.08% | +2,946 | 新進 |
| Baker Avenue Asset Management, LP | 2,951 | $28.7 萬 | 0.01% | +91+3.2% | 加碼 |
| Blue Fin Capital, Inc. | 2,965 | $28.8 萬 | 0.06% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 2,966 | $28.8 萬 | 0.12% | +91+3.2% | 加碼 |
| Viawealth, LLC | 2,980 | $29.0 萬 | 0.18% | +12+0.4% | 加碼 |
| Atlantic Union Bankshares Corp | 2,984 | $29.0 萬 | 0.02% | +2,984 | 新進 |
| Summit Wealth Group, LLC | 2,983 | $29.0 萬 | 0.09% | +2,983 | 新進 |
| Park Edge Advisors, LLC | 2,989 | $29.0 萬 | 0.09% | +21+0.7% | 加碼 |
| Webster Bank, N. A. | 2,991 | $29.1 萬 | 0.03% | +600+25.1% | 加碼 |
| Five Oceans Advisors | 2,996 | $29.1 萬 | 0.15% | −17−0.6% | 減碼 |
| First Interstate Bank | 3,000 | $29.2 萬 | 0.02% | −90−2.9% | 減碼 |
| Spirit of America Management Corp | 3,000 | $29.2 萬 | 0.06% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 3,006 | $29.2 萬 | 0.09% | −137−4.4% | 減碼 |
| Johnson Investment Counsel Inc | 3,011 | $29.3 萬 | 0.00% | −759−20.1% | 減碼 |
| PFG Advisors | 3,013 | $29.3 萬 | 0.02% | +52+1.8% | 加碼 |
| McLean Asset Management Corp | 2,840 | $29.4 萬 | 0.10% | +75+2.7% | 加碼 |
| Wimmer Associates 1, LLC | 3,023 | $29.4 萬 | 0.15% | 00.0% | 不變 |
| Aspiriant, LLC | 3,034 | $29.5 萬 | 0.01% | −1,297−29.9% | 減碼 |
| O'Rourke & Company, Inc | 3,038 | $29.5 萬 | 0.17% | +11+0.4% | 加碼 |
| Associated Banc-Corp | 3,037 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| New Covenant Trust Company, N.A. | 2,897 | $29.6 萬 | 0.34% | −182−5.9% | 減碼 |
| Pallas Capital Advisors LLC | 2,822 | $29.6 萬 | 0.01% | +396+16.3% | 加碼 |
| Tritonpoint Wealth, LLC | 3,044 | $29.6 萬 | 0.03% | +269+9.7% | 加碼 |
| Optimum Investment Advisors | 3,050 | $29.6 萬 | 0.13% | 00.0% | 不變 |
| Lokken Investment Group LLC | 3,053 | $29.7 萬 | 0.14% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 3,054 | $29.7 萬 | 0.04% | +10.0% | 加碼 |
| Manchester Financial Inc | 3,058 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 3,080 | $29.9 萬 | 0.17% | 00.0% | 不變 |
| Zhang Financial LLC | 3,094 | $30.1 萬 | 0.02% | +64+2.1% | 加碼 |
| Navis Wealth Advisors, LLC | 3,097 | $30.1 萬 | 0.35% | −67−2.1% | 減碼 |
| Northwest Bancshares, Inc. | 3,104 | $30.2 萬 | 0.05% | −15−0.5% | 減碼 |
| San Luis Wealth Advisors LLC | 3,144 | $30.6 萬 | 0.07% | +3,144 | 新進 |
| Fiducient Advisors LLC | 3,149 | $30.6 萬 | 0.04% | −73−2.3% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,159 | $30.7 萬 | 0.09% | +337+11.9% | 加碼 |
| Continuum Advisory, LLC | 3,161 | $30.7 萬 | 0.04% | +164+5.5% | 加碼 |
| Circle Wealth Management, LLC | 3,166 | $30.8 萬 | 0.01% | −557−15.0% | 減碼 |
| Silver Coast Investments LLC | 3,172 | $30.8 萬 | 0.13% | −985−23.7% | 減碼 |
| Waddell & Associates, LLC | 3,178 | $30.9 萬 | 0.04% | +143+4.7% | 加碼 |
| Hobbs Group Advisors, LLC | 3,181 | $30.9 萬 | 0.12% | +3,181 | 新進 |
| Essex Savings Bank | 3,192 | $31.0 萬 | 0.08% | −758−19.2% | 減碼 |
| Apexium Financial, LP | 3,197 | $31.1 萬 | 0.02% | −53−1.6% | 減碼 |
| Catalyst Funds Management Pty Ltd | 3,200 | $31.1 萬 | 0.08% | −10,300−76.3% | 減碼 |
| JGP Wealth Management, LLC | 3,224 | $31.3 萬 | 0.04% | −13−0.4% | 減碼 |
| ClearAlpha Technologies LP | 3,231 | $31.4 萬 | 0.12% | +3,231 | 新進 |
| Crawford Investment Counsel Inc | 3,237 | $31.5 萬 | 0.01% | −5−0.2% | 減碼 |
| Guerra Pan Advisors, LLC | 3,239 | $31.5 萬 | 0.26% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 3,267 | $31.8 萬 | 0.03% | −154,302−97.9% | 減碼 |
| Avantax Planning Partners, Inc. | 3,267 | $31.8 萬 | 0.01% | −382−10.5% | 減碼 |
| Proathlete Wealth Management LLC | 3,268 | $31.8 萬 | 0.15% | +268+8.9% | 加碼 |
| Onefund, LLC | 3,272 | $31.8 萬 | 0.35% | +48+1.5% | 加碼 |
| Ostrum Asset Management | 3,292 | $32.0 萬 | 0.03% | −7,289−68.9% | 減碼 |
| Fiduciary Family Office, LLC | 3,296 | $32.0 萬 | 0.13% | −45−1.3% | 減碼 |
| Manchester Capital Management LLC | 3,313 | $32.2 萬 | 0.04% | +178+5.7% | 加碼 |
| City State Bank | 3,328 | $32.3 萬 | 0.13% | −14−0.4% | 減碼 |
| Quotient Wealth Partners, LLC | 3,353 | $32.6 萬 | 0.01% | +570+20.5% | 加碼 |
| Duncker Streett & Co Inc | 3,371 | $32.8 萬 | 0.06% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 3,381 | $32.9 萬 | 0.20% | 00.0% | 不變 |
| DGS Capital Management, LLC | 3,384 | $32.9 萬 | 0.09% | −223−6.2% | 減碼 |
| American National Bank | 3,388 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,395 | $33.0 萬 | 0.03% | +97+2.9% | 加碼 |
| Alerus Financial NA | 3,402 | $33.1 萬 | 0.02% | −17−0.5% | 減碼 |
| Opinicus Capital, Inc. | 3,406 | $33.1 萬 | 0.28% | +86+2.6% | 加碼 |
| BNP Paribas | 3,415 | $33.2 萬 | 0.02% | 00.0% | 不變 |
| Community Bank of Raymore | 3,420 | $33.2 萬 | 0.26% | −23,520−87.3% | 減碼 |
| Focus Financial Network, Inc. | 3,118 | $33.4 萬 | 0.01% | +635+25.6% | 加碼 |
| Grandfield & Dodd, LLC | 3,470 | $33.7 萬 | 0.02% | +635+22.4% | 加碼 |
| Cohen & Steers, Inc. | 3,486 | $33.9 萬 | 0.00% | −67−1.9% | 減碼 |
| Kovack Advisors, Inc. | 3,514 | $34.2 萬 | 0.04% | −344−8.9% | 減碼 |
| Truvestments Capital LLC | 3,517 | $34.2 萬 | 0.14% | +46+1.3% | 加碼 |
| Journey Advisory Group, LLC | 3,520 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 3,532 | $34.3 萬 | 0.02% | +3,532 | 新進 |