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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 5,746 | $55.8 萬 | 0.20% | +57+1.0% | 加碼 |
| Prio Wealth Limited Partnership | 5,764 | $56.0 萬 | 0.02% | −668−10.4% | 減碼 |
| Resonant Capital Advisors, LLC | 5,768 | $56.1 萬 | 0.05% | +871+17.8% | 加碼 |
| Berger Financial Group, Inc | 5,770 | $56.1 萬 | 0.04% | −54−0.9% | 減碼 |
| Heritage Wealth Advisors | 5,779 | $56.2 萬 | 0.03% | +6+0.1% | 加碼 |
| Wharton Business Group, LLC | 5,789 | $56.3 萬 | 0.03% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 5,800 | $56.4 萬 | 0.03% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 5,803 | $56.4 萬 | 0.15% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 5,808 | $56.5 萬 | 0.05% | +1,492+34.6% | 加碼 |
| US Asset Management LLC | 5,824 | $56.6 萬 | 0.51% | −291−4.8% | 減碼 |
| Curbstone Financial Management Corp | 5,832 | $56.7 萬 | 0.12% | +200+3.6% | 加碼 |
| Red Lighthouse Investment Management, LLC | 5,846 | $56.8 萬 | 0.24% | −156−2.6% | 減碼 |
| HM Payson & Co | 5,871 | $57.1 萬 | 0.01% | −230−3.8% | 減碼 |
| Ramirez Asset Management, Inc. | 5,890 | $57.2 萬 | 0.12% | −2,100−26.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,924 | $57.6 萬 | 0.03% | +20.0% | 加碼 |
| Icon Wealth Advisors, LLC | 5,581 | $57.6 萬 | 0.05% | −667−10.7% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 5,943 | $57.8 萬 | 0.12% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 5,964 | $58.0 萬 | 0.03% | −603−9.2% | 減碼 |
| Pacitti Group Inc. | 5,968 | $58.0 萬 | 0.30% | +274+4.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,972 | $58.0 萬 | 0.01% | +312+5.5% | 加碼 |
| Davis R M Inc | 5,982 | $58.1 萬 | 0.01% | +1,034+20.9% | 加碼 |
| Western Wealth Management, LLC | 5,984 | $58.2 萬 | 0.04% | −409−6.4% | 減碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $58.3 萬 | 0.11% | 00.0% | 不變 |
| First American Trust, FSB | 6,011 | $58.4 萬 | 0.06% | +569+10.5% | 加碼 |
| Tributary Capital Management, LLC | 6,030 | $58.6 萬 | 0.05% | +3,250+116.9% | 加碼 |
| Orca Investment Management, LLC | 6,037 | $58.7 萬 | 0.56% | −29−0.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 6,042 | $58.7 萬 | 0.41% | +569+10.4% | 加碼 |
| Sentry Investment Management LLC | 6,052 | $58.8 萬 | 0.26% | −1,239−17.0% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,782 | $59.0 萬 | 0.08% | 00.0% | 不變 |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $59.0 萬 | 0.16% | +325+5.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,068 | $59.0 萬 | 0.03% | +6,068 | 新進 |
| Capital Square, LLC | 5,759 | $59.0 萬 | 0.38% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 6,088 | $59.2 萬 | 0.00% | −2,374−28.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 6,094 | $59.2 萬 | 0.01% | −903−12.9% | 減碼 |
| Gratus Capital LLC | 6,102 | $59.3 萬 | 0.02% | +610+11.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,102 | $59.3 萬 | 0.03% | −32,904−84.4% | 減碼 |
| First Foundation Advisors | 6,117 | $59.5 萬 | 0.02% | −404−6.2% | 減碼 |
| Versor Investments LP | 6,122 | $59.5 萬 | 0.11% | +6,122 | 新進 |
| Graypoint LLC | 6,146 | $59.7 萬 | 0.04% | +856+16.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,200 | $60.3 萬 | 0.15% | −5−0.1% | 減碼 |
| Shufro Rose & Co LLC | 6,220 | $60.5 萬 | 0.05% | −200−3.1% | 減碼 |
| Pictet & Cie (Europe) SA | 6,234 | $60.6 萬 | 0.01% | +93+1.5% | 加碼 |
| Cooper Financial Group | 6,236 | $60.6 萬 | 0.09% | −2,405−27.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,237 | $60.6 萬 | 0.03% | −714−10.3% | 減碼 |
| Chicago Wealth Management, Inc. | 6,243 | $60.7 萬 | 0.35% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 6,277 | $61.0 萬 | 0.13% | +272+4.5% | 加碼 |
| Grove Bank & Trust | 6,302 | $61.2 萬 | 0.10% | −19−0.3% | 減碼 |
| Eads & Heald Wealth Management | 6,303 | $61.3 萬 | 0.30% | +736+13.2% | 加碼 |
| Advisors Capital Management, LLC | 6,311 | $61.3 萬 | 0.01% | +1,039+19.7% | 加碼 |
| Aaron Wealth Advisors | 6,357 | $61.8 萬 | 0.09% | +658+11.5% | 加碼 |
| Personal Cfo Solutions, LLC | 6,377 | $62.0 萬 | 0.10% | −136−2.1% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,403 | $62.2 萬 | 0.13% | +4,110+179.2% | 加碼 |
| Sippican Capital Advisors | 6,429 | $62.5 萬 | 0.49% | 00.0% | 不變 |
| Somerville Kurt F | 6,430 | $62.5 萬 | 0.11% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 6,463 | $62.8 萬 | 0.05% | +6,463 | 新進 |
| Graham Capital Management, L.P. | 6,468 | $62.9 萬 | 0.02% | +6,468 | 新進 |
| Alpine Global Management, LLC | 6,500 | $63.2 萬 | 0.11% | +6,500 | 新進 |
| Smartleaf Asset Management LLC | 6,612 | $63.3 萬 | 0.10% | +1,985+42.9% | 加碼 |
| Beta Wealth Group, Inc. | 6,519 | $63.4 萬 | 0.30% | +205+3.2% | 加碼 |
| Visionary Wealth Advisors | 6,546 | $63.6 萬 | 0.04% | −14−0.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,557 | $63.7 萬 | 0.02% | +337+5.4% | 加碼 |
| Fortitude Advisory Group L.L.C. | 6,561 | $63.8 萬 | 0.38% | −2,735−29.4% | 減碼 |
| Washburn Capital Management, Inc. | 6,576 | $63.9 萬 | 0.46% | −865−11.6% | 減碼 |
| CX Institutional | 6,603 | $64.2 萬 | 0.03% | +412+6.7% | 加碼 |
| Harbor Advisors LLC | 6,608 | $64.2 萬 | 0.12% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 6,667 | $64.8 萬 | 0.08% | −3,972−37.3% | 減碼 |
| Financial Engines Advisors L.L.C. | 6,680 | $64.9 萬 | 0.00% | −314−4.5% | 減碼 |
| Welch & Forbes LLC | 6,408 | $65.0 萬 | 0.01% | +141+2.2% | 加碼 |
| Transatlantique Private Wealth LLC | 6,877 | $65.2 萬 | 0.27% | −41−0.6% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $65.4 萬 | 0.18% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 6,732 | $65.4 萬 | 0.49% | −9−0.1% | 減碼 |
| Zacks Investment Management | 6,770 | $65.8 萬 | 0.01% | +6,770 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,770 | $65.8 萬 | 0.07% | −2,691−28.4% | 減碼 |
| Anchor Investment Management, LLC | 6,784 | $65.9 萬 | 0.07% | +457+7.2% | 加碼 |
| LexAurum Advisors, LLC | 6,826 | $66.3 萬 | 0.16% | −172−2.5% | 減碼 |
| 1832 Asset Management L.P. | 6,846 | $66.5 萬 | 0.00% | −1,044−13.2% | 減碼 |
| Empire Financial Management Company, LLC | 6,849 | $66.6 萬 | 0.22% | +311+4.8% | 加碼 |
| Chicago Partners Investment Group LLC | 6,430 | $66.7 萬 | 0.03% | +104+1.6% | 加碼 |
| Kesler, Norman & Wride, LLC | 6,885 | $66.9 萬 | 0.14% | −134−1.9% | 減碼 |
| Inscription Capital, LLC | 6,886 | $66.9 萬 | 0.11% | +8+0.1% | 加碼 |
| Resurgent Financial Advisors LLC | 6,906 | $67.1 萬 | 0.42% | −239−3.3% | 減碼 |
| IFG Advisors, LLC | 6,932 | $67.4 萬 | 0.16% | 00.0% | 不變 |
| Quilter Plc | 6,940 | $67.4 萬 | 0.02% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 6,968 | $67.7 萬 | 0.10% | +1,551+28.6% | 加碼 |
| Clifford Group, LLC | 6,991 | $67.9 萬 | 0.55% | −110−1.5% | 減碼 |
| Legacy Financial Advisors, Inc. | 7,001 | $68.0 萬 | 0.12% | +1,107+18.8% | 加碼 |
| Portside Wealth Group, LLC | 7,012 | $68.1 萬 | 0.13% | −556−7.3% | 減碼 |
| Berkshire Bank | 7,019 | $68.2 萬 | 0.17% | −907−11.4% | 減碼 |
| Strategic Blueprint, LLC | 7,024 | $68.3 萬 | 0.05% | +183+2.7% | 加碼 |
| TriaGen Wealth Management LLC | 7,068 | $68.7 萬 | 0.27% | −37−0.5% | 減碼 |
| Regal Investment Advisors LLC | 7,085 | $68.9 萬 | 0.05% | −27−0.4% | 減碼 |
| Hills Bank & Trust Co | 7,137 | $69.4 萬 | 0.06% | 00.0% | 不變 |
| Congress Park Capital LLC | 7,154 | $69.5 萬 | 0.28% | −848−10.6% | 減碼 |
| Arkadios Wealth Advisors | 7,157 | $69.6 萬 | 0.05% | +2,245+45.7% | 加碼 |
| Meridian Investment Counsel Inc. | 7,185 | $69.8 萬 | 0.22% | +75+1.1% | 加碼 |
| Hyman Charles D | 7,188 | $69.9 萬 | 0.04% | 00.0% | 不變 |
| Bank of Stockton | 7,193 | $69.9 萬 | 0.22% | +755+11.7% | 加碼 |
| Private Trust Co NA | 7,203 | $70.0 萬 | 0.08% | +144+2.0% | 加碼 |
| First Dallas Securities Inc. | 7,212 | $70.1 萬 | 0.31% | −350−4.6% | 減碼 |
| Robotti Robert | 7,215 | $70.1 萬 | 0.11% | 00.0% | 不變 |