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 |
|---|---|---|---|---|---|
| Raab & Moskowitz Asset Management LLC | 3,544 | $34.4 萬 | 0.09% | +149+4.4% | 加碼 |
| Quantum Financial Advisors, LLC | 3,567 | $34.7 萬 | 0.06% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,595 | $34.9 萬 | 0.06% | +59+1.7% | 加碼 |
| Alta Advisers Ltd | 3,600 | $35.0 萬 | 0.17% | 00.0% | 不變 |
| RMR Wealth Builders | 3,600 | $35.0 萬 | 0.04% | +21+0.6% | 加碼 |
| Frisch Financial Group, Inc. | 3,598 | $35.0 萬 | 0.11% | +2+0.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 3,607 | $35.1 萬 | 0.06% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 3,614 | $35.1 萬 | 0.08% | +1,371+61.1% | 加碼 |
| Capula Management Ltd | 3,621 | $35.2 萬 | 0.00% | +2,026+127.0% | 加碼 |
| Davidson Investment Advisors | 3,623 | $35.2 萬 | 0.02% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 3,626 | $35.2 萬 | 0.03% | +6+0.2% | 加碼 |
| Voya Financial Advisors, Inc. | 3,682 | $35.3 萬 | 0.04% | −303−7.6% | 減碼 |
| Hoylecohen, LLC | 3,632 | $35.3 萬 | 0.03% | −438−10.8% | 減碼 |
| One Capital Management, LLC | 3,644 | $35.4 萬 | 0.01% | +3,644 | 新進 |
| Altus Wealth Group LLC | 3,645 | $35.4 萬 | 0.18% | −97−2.6% | 減碼 |
| Sentinus, LLC | 3,646 | $35.4 萬 | 0.12% | +237+7.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,653 | $35.5 萬 | 0.01% | +94+2.6% | 加碼 |
| Farmers National Bank | 3,670 | $35.7 萬 | 0.11% | −4−0.1% | 減碼 |
| Bryn Mawr Trust Co | 3,680 | $35.8 萬 | 0.01% | −29−0.8% | 減碼 |
| Wealth Alliance | 3,698 | $35.9 萬 | 0.05% | +11+0.3% | 加碼 |
| First County Bank | 3,713 | $36.1 萬 | 0.19% | −94−2.5% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,713 | $36.1 萬 | 0.03% | +66+1.8% | 加碼 |
| Trilogy Capital Inc. | 3,718 | $36.1 萬 | 0.02% | +561+17.8% | 加碼 |
| Samalin Investment Counsel, LLC | 3,719 | $36.1 萬 | 0.17% | +276+8.0% | 加碼 |
| Roundview Capital LLC | 3,725 | $36.2 萬 | 0.03% | +176+5.0% | 加碼 |
| Rosenberg Matthew Hamilton | 3,652 | $36.2 萬 | 0.11% | −109−2.9% | 減碼 |
| Angeles Wealth Management, LLC | 3,734 | $36.3 萬 | 0.03% | −245−6.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,708 | $36.4 萬 | 0.07% | +3,708 | 新進 |
| Missouri Trust & Investment Co | 3,750 | $36.4 萬 | 0.14% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,764 | $36.6 萬 | 0.05% | −65−1.7% | 減碼 |
| Overbrook Management Corp | 3,764 | $36.6 萬 | 0.09% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 3,792 | $36.9 萬 | 0.12% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 3,802 | $37.0 萬 | 0.09% | −1,795−32.1% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,803 | $37.0 萬 | 0.06% | −96−2.5% | 減碼 |
| Cetera Trust Company, N.A | 3,804 | $37.0 萬 | 0.23% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 3,807 | $37.0 萬 | 0.04% | +91+2.4% | 加碼 |
| Tanager Wealth Management LLP | 3,850 | $37.4 萬 | 0.06% | +56+1.5% | 加碼 |
| Lake Street Financial LLC | 3,862 | $37.5 萬 | 0.05% | −1,894−32.9% | 減碼 |
| Relative Value Partners Group, LLC | 3,862 | $37.5 萬 | 0.05% | −939−19.6% | 減碼 |
| One Wealth Advisors, LLC | 3,924 | $37.6 萬 | 0.08% | −762−16.3% | 減碼 |
| AdvisorNet Financial, Inc | 3,870 | $37.6 萬 | 0.03% | +75+2.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 3,874 | $37.6 萬 | 0.13% | +216+5.9% | 加碼 |
| MCF Advisors LLC | 3,874 | $37.7 萬 | 0.03% | +257+7.1% | 加碼 |
| Allstate Corp | 3,884 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 3,891 | $37.8 萬 | 0.06% | −1,830−32.0% | 減碼 |
| Two Sigma Securities, LLC | 3,904 | $37.9 萬 | 0.02% | −40,621−91.2% | 減碼 |
| First Trust Investment Solutions L.P. | 3,926 | $38.2 萬 | 0.05% | +1,188+43.4% | 加碼 |
| Fortem Financial Group, LLC | 3,928 | $38.2 萬 | 0.16% | −300−7.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 3,950 | $38.4 萬 | 0.14% | −185−4.5% | 減碼 |
| Destination Wealth Management | 3,967 | $38.6 萬 | 0.01% | +10.0% | 加碼 |
| Independence Bank of Kentucky | 3,985 | $38.7 萬 | 0.10% | +981+32.7% | 加碼 |
| Emfo, LLC | 4,000 | $38.9 萬 | 0.35% | +1,000+33.3% | 加碼 |
| Warren Averett Asset Management, LLC | 4,021 | $39.1 萬 | 0.01% | +369+10.1% | 加碼 |
| SOL Capital Management CO | 4,020 | $39.1 萬 | 0.05% | +900+28.8% | 加碼 |
| Everhart Financial Group, Inc. | 4,030 | $39.2 萬 | 0.10% | +1,385+52.4% | 加碼 |
| Allen Investment Management LLC | 4,034 | $39.2 萬 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 4,034 | $39.2 萬 | 0.23% | +4,034 | 新進 |
| Richwood Investment Advisors, LLC | 4,053 | $39.4 萬 | 0.35% | +1,291+46.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 4,060 | $39.5 萬 | 0.05% | −600−12.9% | 減碼 |
| Point72 (DIFC) Ltd | 4,062 | $39.5 萬 | 0.03% | −9,036−69.0% | 減碼 |
| Brown Capital Management LLC | 4,063 | $39.5 萬 | 0.01% | +39+1.0% | 加碼 |
| X-Square Capital, LLC | 4,067 | $39.5 萬 | 0.18% | −248−5.7% | 減碼 |
| Shepherd Financial Partners LLC | 4,076 | $39.6 萬 | 0.05% | +20.0% | 加碼 |
| Bullock Wealth Management Group | 3,997 | $39.6 萬 | 0.26% | −44−1.1% | 減碼 |
| Park National Corp | 4,080 | $39.7 萬 | 0.01% | +18+0.4% | 加碼 |
| Daymark Wealth Partners, LLC | 4,083 | $39.7 萬 | 0.02% | +4,083 | 新進 |
| Apriem Advisors | 4,111 | $40.0 萬 | 0.05% | +400+10.8% | 加碼 |
| Riverwater Partners LLC | 4,114 | $40.0 萬 | 0.30% | −316−7.1% | 減碼 |
| Titleist Asset Management, LLC | 4,116 | $40.0 萬 | 0.06% | −178−4.1% | 減碼 |
| Colonial River Wealth Management, LLC | 4,119 | $40.0 萬 | 0.22% | −998−19.5% | 減碼 |
| Morse Asset Management, Inc | 4,129 | $40.1 萬 | 0.10% | +20+0.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $40.2 萬 | 0.25% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 4,134 | $40.2 萬 | 0.27% | −354−7.9% | 減碼 |
| Triad Wealth Partners, LLC | 4,136 | $40.2 萬 | 0.21% | +89+2.2% | 加碼 |
| Goldstone Financial Group, LLC | 4,136 | $40.2 萬 | 0.08% | +640+18.3% | 加碼 |
| Morningstar Investment Services LLC | 4,209 | $40.3 萬 | 0.00% | +1,248+42.1% | 加碼 |
| Corton Capital Inc. | 4,168 | $40.5 萬 | 0.21% | −2,380−36.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,170 | $40.5 萬 | 0.17% | −6,366−60.4% | 減碼 |
| Centric Wealth Management | 3,894 | $40.6 萬 | 0.12% | +10.0% | 加碼 |
| Holderness Investments Co | 4,186 | $40.7 萬 | 0.10% | +218+5.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,202 | $40.8 萬 | 0.02% | −386−8.4% | 減碼 |
| Salzhauer Michael | 4,225 | $41.1 萬 | 0.33% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 4,229 | $41.1 萬 | 0.08% | −10,149−70.6% | 減碼 |
| Knollwood Investment Advisory, LLC | 4,258 | $41.4 萬 | 0.05% | +4,258 | 新進 |
| Buckingham Strategic Partners | 4,276 | $41.6 萬 | 0.01% | +882+26.0% | 加碼 |
| Green Harvest Asset Management LLC | 4,294 | $41.7 萬 | 0.01% | −551−11.4% | 減碼 |
| Catalina Capital Group, LLC | 4,302 | $41.8 萬 | 0.16% | +669+18.4% | 加碼 |
| Powell Investment Advisors, LLC | 4,335 | $42.1 萬 | 0.22% | +36+0.8% | 加碼 |
| Hudock, Inc. | 4,341 | $42.2 萬 | 0.08% | −92−2.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,351 | $42.3 萬 | 0.19% | −75−1.7% | 減碼 |
| Moss Adams Wealth Advisors LLC | 4,374 | $42.5 萬 | 0.06% | +428+10.8% | 加碼 |
| Keel Point, LLC | 4,396 | $42.5 萬 | 0.04% | +1,409+47.2% | 加碼 |
| IPG Investment Advisors LLC | 4,375 | $42.5 萬 | 0.09% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 4,381 | $42.6 萬 | 0.00% | +483+12.4% | 加碼 |
| GFG Capital, LLC | 4,400 | $42.8 萬 | 0.12% | −6,447−59.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,418 | $42.9 萬 | 0.03% | −49−1.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 4,427 | $43.0 萬 | 0.19% | +27+0.6% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,455 | $43.3 萬 | 0.06% | +1,069+31.6% | 加碼 |
| Smithfield Trust Co | 4,478 | $43.3 萬 | 0.02% | −15−0.3% | 減碼 |
| Summit Global Investments | 4,464 | $43.4 萬 | 0.03% | +1,820+68.8% | 加碼 |