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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 4,477 | $43.5 萬 | 0.11% | +1,531+52.0% | 加碼 |
| Baron Wealth Management LLC | 4,483 | $43.6 萬 | 0.23% | −20.0% | 減碼 |
| Ledyard National Bank | 4,496 | $43.7 萬 | 0.04% | +5+0.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,498 | $43.7 萬 | 0.05% | +208+4.8% | 加碼 |
| HBK Sorce Advisory LLC | 4,502 | $43.8 萬 | 0.02% | +60+1.4% | 加碼 |
| West Oak Capital, LLC | 4,515 | $43.9 萬 | 0.18% | −3,832−45.9% | 減碼 |
| Zions Bancorporation, N.A. | 4,521 | $43.9 萬 | 0.04% | −487−9.7% | 減碼 |
| Autumn Glory Partners, LLC | 4,535 | $44.1 萬 | 0.22% | 00.0% | 不變 |
| DT Investment Partners, LLC | 4,536 | $44.1 萬 | 0.04% | 00.0% | 不變 |
| Private Capital Management LLC | 4,589 | $44.6 萬 | 0.09% | +390+9.3% | 加碼 |
| Strait & Sound Wealth Management LLC | 4,601 | $44.7 萬 | 0.23% | +1,624+54.6% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 4,606 | $44.8 萬 | 0.07% | −40−0.9% | 減碼 |
| Pinnacle Financial Partners Inc | 4,606 | $44.8 萬 | 0.01% | +293+6.8% | 加碼 |
| Suvretta Capital Management, LLC | 4,611 | $44.8 萬 | 0.02% | −3,030−39.7% | 減碼 |
| Mechanics Bank Trust Department | 4,643 | $45.1 萬 | 0.06% | +2,317+99.6% | 加碼 |
| Marex Group plc | 4,644 | $45.1 萬 | 0.01% | +4,644 | 新進 |
| Mosley Wealth Management | 4,680 | $45.5 萬 | 0.39% | −160−3.3% | 減碼 |
| AlphaStar Capital Management, LLC | 4,689 | $45.6 萬 | 0.04% | +1,205+34.6% | 加碼 |
| Insight 2811, Inc. | 4,722 | $45.9 萬 | 0.24% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,723 | $45.9 萬 | 0.02% | +1,028+27.8% | 加碼 |
| Bank of Nova Scotia Trust Co | 4,727 | $45.9 萬 | 0.05% | −973−17.1% | 減碼 |
| Willner & Heller, LLC | 4,743 | $46.1 萬 | 0.44% | −374−7.3% | 減碼 |
| Marcum Wealth, LLC | 4,752 | $46.2 萬 | 0.05% | +130+2.8% | 加碼 |
| Everpar Advisors LLC | 4,770 | $46.4 萬 | 0.23% | −191−3.9% | 減碼 |
| CNB Bank | 4,771 | $46.4 萬 | 0.22% | −2,826−37.2% | 減碼 |
| Nottingham Advisors, Inc. | 4,784 | $46.5 萬 | 0.06% | +4,784 | 新進 |
| L2 Asset Management, LLC | 4,785 | $46.5 萬 | 0.14% | +332+7.5% | 加碼 |
| Cable Hill Partners, LLC | 4,797 | $46.6 萬 | 0.05% | +4,797 | 新進 |
| Forte Capital LLC | 4,803 | $46.7 萬 | 0.06% | +463+10.7% | 加碼 |
| Renaissance Investment Group LLC | 4,550 | $46.7 萬 | 0.10% | 00.0% | 不變 |
| Arista Wealth Management, LLC | 4,815 | $46.8 萬 | 0.12% | +4,815 | 新進 |
| GM Advisory Group, Inc. | 4,850 | $47.1 萬 | 0.03% | +267+5.8% | 加碼 |
| Larson Financial Group LLC | 4,856 | $47.2 萬 | 0.03% | +2,351+93.9% | 加碼 |
| Harbor Investment Advisory, LLC | 4,860 | $47.2 萬 | 0.05% | −173−3.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Bell Bank | 4,920 | $47.8 萬 | 0.04% | 00.0% | 不變 |
| Register Financial Advisors LLC | 4,939 | $48.0 萬 | 0.24% | +3+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 4,939 | $48.0 萬 | 0.03% | +83+1.7% | 加碼 |
| Humankind Investments LLC | 4,941 | $48.0 萬 | 0.13% | +4,941 | 新進 |
| Legacy Advisors, LLC | 4,945 | $48.1 萬 | 0.06% | +1,197+31.9% | 加碼 |
| Boston Financial Mangement LLC | 4,947 | $48.1 萬 | 0.02% | −101−2.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 4,950 | $48.1 萬 | 0.14% | +50+1.0% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $48.3 萬 | 0.04% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 4,973 | $48.3 萬 | 0.01% | −145−2.8% | 減碼 |
| Hancock Whitney Corp | 4,977 | $48.4 萬 | 0.02% | −1,925−27.9% | 減碼 |
| IFP Advisors, Inc | 4,999 | $48.6 萬 | 0.02% | +710+16.6% | 加碼 |
| Diversify Wealth Management, LLC | 5,285 | $48.7 萬 | 0.06% | +5,285 | 新進 |
| BSW Wealth Partners | 5,008 | $48.7 萬 | 0.08% | +280+5.9% | 加碼 |
| Connecticut Wealth Management, LLC | 5,011 | $48.7 萬 | 0.03% | +517+11.5% | 加碼 |
| Arcataur Capital Management LLC | 5,012 | $48.7 萬 | 0.17% | −35−0.7% | 減碼 |
| SlateStone Wealth, LLC | 5,021 | $48.8 萬 | 0.05% | +4+0.1% | 加碼 |
| Northeast Financial Consultants Inc | 5,025 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Bank of Hawaii | 5,031 | $48.9 萬 | 0.02% | +604+13.6% | 加碼 |
| Evernest Financial Advisors, LLC | 5,047 | $49.1 萬 | 0.22% | −6−0.1% | 減碼 |
| Childress Capital Advisors, LLC | 5,049 | $49.1 萬 | 0.14% | +281+5.9% | 加碼 |
| Lebenthal Global Advisors, LLC | 5,057 | $49.2 萬 | 0.11% | −1,086−17.7% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,065 | $49.2 萬 | 0.41% | −250−4.7% | 減碼 |
| Strategic Financial Services, Inc, | 5,082 | $49.4 萬 | 0.03% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 5,083 | $49.4 萬 | 0.01% | +937+22.6% | 加碼 |
| Hexagon Capital Partners LLC | 5,094 | $49.5 萬 | 0.11% | −242−4.5% | 減碼 |
| STAR Financial Bank | 5,096 | $49.5 萬 | 0.38% | −744−12.7% | 減碼 |
| Vivaldi Capital Management, LLC | 5,100 | $49.6 萬 | 0.14% | +140+2.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,107 | $49.6 萬 | 0.05% | −7−0.1% | 減碼 |
| Arete Wealth Advisors, LLC | 5,135 | $49.7 萬 | 0.04% | +5,135 | 新進 |
| Peoples Bank | 5,126 | $49.8 萬 | 0.26% | +146+2.9% | 加碼 |
| Adviser Investments LLC | 5,159 | $50.1 萬 | 0.01% | +2,106+69.0% | 加碼 |
| Addison Advisors LLC | 5,188 | $50.4 萬 | 0.16% | +284+5.8% | 加碼 |
| Oakworth Capital, Inc. | 5,197 | $50.5 萬 | 0.04% | +53+1.0% | 加碼 |
| Rogco, LP | 5,197 | $50.5 萬 | 0.21% | +363+7.5% | 加碼 |
| CTC Alternative Strategies, Ltd. | 5,200 | $50.5 萬 | 0.21% | +5,200 | 新進 |
| Integris Wealth Management, LLC | 5,231 | $50.8 萬 | 0.15% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 5,291 | $51.4 萬 | 0.11% | −936−15.0% | 減碼 |
| Northern Financial Advisors Inc | 5,299 | $51.5 萬 | 0.41% | −9−0.2% | 減碼 |
| ASB Consultores, LLC | 5,336 | $51.9 萬 | 0.19% | −3,915−42.3% | 減碼 |
| Canopy Partners, LLC | 5,384 | $52.3 萬 | 0.24% | +27+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,391 | $52.4 萬 | 0.03% | +5,391 | 新進 |
| Two Sigma Advisers, LP | 5,400 | $52.5 萬 | 0.00% | −74,500−93.2% | 減碼 |
| Strategic Investment Advisors | 5,404 | $52.5 萬 | 0.06% | −469−8.0% | 減碼 |
| Lazari Capital Management, Inc. | 5,409 | $52.6 萬 | 0.24% | +5,409 | 新進 |
| Adirondack Trust Co | 5,421 | $52.7 萬 | 0.22% | −32−0.6% | 減碼 |
| Arbor Investment Advisors, LLC | 5,460 | $53.1 萬 | 0.08% | −1,043−16.0% | 減碼 |
| Main Street Financial Solutions, LLC | 5,476 | $53.2 萬 | 0.05% | +216+4.1% | 加碼 |
| Financial Advisors, LLC | 5,476 | $53.2 萬 | 0.11% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 5,522 | $53.7 萬 | 0.00% | −23−0.4% | 減碼 |
| Chase Investment Counsel Corp | 5,539 | $53.8 萬 | 0.19% | +5,539 | 新進 |
| McDonald Partners LLC | 5,556 | $54.0 萬 | 0.14% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 5,591 | $54.3 萬 | 0.01% | +17+0.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 5,592 | $54.3 萬 | 0.02% | +614+12.3% | 加碼 |
| PDS Planning, Inc | 5,598 | $54.4 萬 | 0.05% | +124+2.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,614 | $54.6 萬 | 0.08% | −536−8.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,615 | $54.6 萬 | 0.06% | −504−8.2% | 減碼 |
| Evexia Wealth LLC | 5,334 | $54.6 萬 | 0.21% | −29−0.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 5,641 | $54.8 萬 | 0.01% | +184+3.4% | 加碼 |
| LS Investment Advisors, LLC | 5,650 | $54.9 萬 | 0.09% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 5,828 | $55.1 萬 | 0.04% | −224−3.7% | 減碼 |
| Chapin Davis, Inc. | 5,675 | $55.2 萬 | 0.19% | −139−2.4% | 減碼 |
| Syon Capital LLC | 5,694 | $55.3 萬 | 0.05% | +167+3.0% | 加碼 |
| Lindbrook Capital, LLC | 5,695 | $55.3 萬 | 0.05% | +325+6.1% | 加碼 |
| Wealth Effects LLC | 5,700 | $55.4 萬 | 0.20% | −56−1.0% | 減碼 |
| Calton & Associates, Inc. | 5,722 | $55.6 萬 | 0.28% | +3+0.1% | 加碼 |