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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 7,219 | $70.2 萬 | 0.50% | +2,152+42.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 7,224 | $70.3 萬 | 0.08% | 00.0% | 不變 |
| Sciencast Management LP | 7,257 | $70.5 萬 | 0.25% | +7,257 | 新進 |
| Charles Schwab Trust Co | 7,280 | $70.8 萬 | 0.07% | +194+2.7% | 加碼 |
| KPP Advisory Services LLC | 7,294 | $70.9 萬 | 0.19% | +601+9.0% | 加碼 |
| Norden Group LLC | 7,306 | $71.0 萬 | 0.14% | −1,315−15.3% | 減碼 |
| Cookson Peirce & Co Inc | 7,317 | $71.1 萬 | 0.03% | −1,841−20.1% | 減碼 |
| Miracle Mile Advisors, LLC | 7,418 | $72.1 萬 | 0.02% | −86−1.1% | 減碼 |
| Sapient Capital LLC | 7,439 | $72.3 萬 | 0.02% | −1,355−15.4% | 減碼 |
| Sunbelt Securities, Inc. | 7,441 | $72.3 萬 | 0.07% | +30+0.4% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 7,450 | $72.4 萬 | 0.18% | −50−0.7% | 減碼 |
| Independent Investors Inc | 7,483 | $72.7 萬 | 0.16% | 00.0% | 不變 |
| Auto-Owners Insurance Co | 7,500 | $72.9 萬 | 0.02% | 00.0% | 不變 |
| Change Path, LLC | 7,501 | $72.9 萬 | 0.04% | −1,309−14.9% | 減碼 |
| Herold Advisors, Inc. | 7,526 | $73.1 萬 | 0.17% | +20.0% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,537 | $73.3 萬 | 0.13% | −263−3.4% | 減碼 |
| Northern Oak Wealth Management Inc | 7,546 | $73.3 萬 | 0.09% | −3,618−32.4% | 減碼 |
| North Star Investment Management Corp. | 7,564 | $73.5 萬 | 0.05% | −144−1.9% | 減碼 |
| Belpointe Asset Management LLC | 7,587 | $73.7 萬 | 0.05% | −8,704−53.4% | 減碼 |
| Mechanics Financial Corp | 7,598 | $73.8 萬 | 0.38% | +172+2.3% | 加碼 |
| Jmac Enterprises LLC | 7,600 | $73.9 萬 | 0.13% | −1,300−14.6% | 減碼 |
| Beacon Financial Group | 7,600 | $73.9 萬 | 0.08% | −40−0.5% | 減碼 |
| Cypress Capital Group | 7,603 | $73.9 萬 | 0.09% | −1,156−13.2% | 減碼 |
| Brookstone Capital Management | 6,920 | $74.0 萬 | 0.01% | +175+2.6% | 加碼 |
| Breakwater Capital Group | 7,659 | $74.4 萬 | 0.17% | +18+0.2% | 加碼 |
| David Loasby | 7,239 | $74.9 萬 | 0.07% | +362+5.3% | 加碼 |
| Shulman DeMeo Asset Management LLC | 7,733 | $75.2 萬 | 0.20% | −24−0.3% | 減碼 |
| Signature Estate & Investment Advisors LLC | 7,748 | $75.3 萬 | 0.02% | +1,297+20.1% | 加碼 |
| Financial Management Professionals, Inc. | 7,757 | $75.4 萬 | 0.10% | −180−2.3% | 減碼 |
| Claro Advisors LLC | 7,781 | $75.6 萬 | 0.12% | +781+11.2% | 加碼 |
| GeoWealth Management, LLC | 7,791 | $75.7 萬 | 0.03% | +429+5.8% | 加碼 |
| Rothschild Investment LLC | 7,884 | $76.6 萬 | 0.05% | +788+11.1% | 加碼 |
| Operose Advisors LLC | 7,888 | $76.7 萬 | 0.27% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 7,911 | $76.9 萬 | 0.11% | +7,911 | 新進 |
| LGT Fund Management Co Ltd. | 7,942 | $77.2 萬 | 0.10% | +7,942 | 新進 |
| Waldron Private Wealth LLC | 7,965 | $77.4 萬 | 0.03% | +111+1.4% | 加碼 |
| Cim Investment Mangement Inc | 7,982 | $77.6 萬 | 0.24% | −63−0.8% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,988 | $77.6 萬 | 0.03% | +7,988 | 新進 |
| Intrua Financial, LLC | 7,988 | $77.6 萬 | 0.13% | −4,076−33.8% | 減碼 |
| Corsair Capital Management, L.P. | 8,003 | $77.8 萬 | 0.22% | −56−0.7% | 減碼 |
| Genesee Capital Advisors, LLC | 8,029 | $78.0 萬 | 0.38% | +8,029 | 新進 |
| Cidel Asset Management Inc | 8,030 | $78.0 萬 | 0.06% | +170+2.2% | 加碼 |
| IHT Wealth Management, LLC | 8,069 | $78.4 萬 | 0.03% | −42−0.5% | 減碼 |
| Stevens Capital Management LP | 8,080 | $78.5 萬 | 0.27% | +8,080 | 新進 |
| Perpetual Ltd | 8,124 | $79.0 萬 | 0.01% | −61−0.7% | 減碼 |
| Hilltop Holdings Inc. | 8,134 | $79.1 萬 | 0.09% | +525+6.9% | 加碼 |
| Nilsine Partners, LLC | 8,145 | $79.2 萬 | 0.11% | −1,241−13.2% | 減碼 |
| Laurion Capital Management LP | 8,162 | $79.3 萬 | 0.03% | +8,162 | 新進 |
| CFM Wealth Partners LLC | 8,168 | $79.4 萬 | 0.15% | +748+10.1% | 加碼 |
| Bull Street Advisors, LLC | 8,199 | $79.7 萬 | 0.38% | 00.0% | 不變 |
| Asset Dedication, LLC | 8,230 | $80.0 萬 | 0.06% | +321+4.1% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 8,339 | $81.1 萬 | 0.02% | −1,017−10.9% | 減碼 |
| Proficio Capital Partners LLC | 8,386 | $81.5 萬 | 0.09% | −1,414−14.4% | 減碼 |
| Orion Capital Management LLC | 8,390 | $81.5 萬 | 0.43% | −454−5.1% | 減碼 |
| Bank of New Hampshire | 8,423 | $81.9 萬 | 0.21% | −653−7.2% | 減碼 |
| Headlands Technologies LLC | 8,478 | $82.4 萬 | 0.09% | +8,478 | 新進 |
| Ronald Blue Trust, Inc. | 8,761 | $82.5 萬 | 0.01% | +2,368+37.0% | 加碼 |
| Exchange Traded Concepts, LLC | 8,489 | $82.5 萬 | 0.02% | +8,359+6,430.0% | 加碼 |
| Mission Wealth Management, LP | 8,501 | $82.6 萬 | 0.02% | +1,116+15.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 8,540 | $83.0 萬 | 0.14% | −1,170−12.0% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $83.1 萬 | 1.08% | 00.0% | 不變 |
| Good Life Advisors, LLC | 8,582 | $83.4 萬 | 0.07% | +26+0.3% | 加碼 |
| TRUE Private Wealth Advisors | 8,596 | $83.5 萬 | 0.09% | +47+0.5% | 加碼 |
| LSV Asset Management | 8,600 | $83.6 萬 | 0.00% | −35,300−80.4% | 減碼 |
| E&G Advisors, LP | 8,710 | $84.0 萬 | 0.25% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,674 | $84.3 萬 | 0.04% | −901−9.4% | 減碼 |
| KLCM Advisors, Inc. | 8,736 | $84.9 萬 | 0.10% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 8,757 | $85.1 萬 | 0.33% | 00.0% | 不變 |
| Csenge Advisory Group | 8,770 | $85.2 萬 | 0.05% | +1,866+27.0% | 加碼 |
| PEAK6 Investments LLC | 8,865 | $86.2 萬 | 0.04% | +8,865 | 新進 |
| Busey Wealth Management | 8,866 | $86.2 萬 | 0.03% | −474−5.1% | 減碼 |
| Sage Rhino Capital LLC | 8,881 | $86.3 萬 | 0.21% | −593−6.3% | 減碼 |
| Modera Wealth Management, LLC | 8,898 | $86.5 萬 | 0.01% | −10,367−53.8% | 減碼 |
| Carmel Capital Partners, LLC | 8,973 | $87.2 萬 | 0.37% | +310+3.6% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,017 | $87.6 萬 | 0.09% | +197+2.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 9,074 | $88.2 萬 | 0.08% | −1,112−10.9% | 減碼 |
| Summit Trail Advisors, LLC | 9,106 | $88.5 萬 | 0.02% | −3,530−27.9% | 減碼 |
| Pacific Global Investment Management CO | 9,171 | $89.1 萬 | 0.17% | +20.0% | 加碼 |
| Texas Capital Bancshares Inc | 9,214 | $89.6 萬 | 0.37% | −176−1.9% | 減碼 |
| First Citizens Financial Corp | 9,250 | $89.9 萬 | 0.53% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 9,283 | $90.2 萬 | 0.08% | −85−0.9% | 減碼 |
| Mark Asset Management LP | 9,323 | $90.6 萬 | 0.12% | +87+0.9% | 加碼 |
| Congress Wealth Management LLC | 9,326 | $90.6 萬 | 0.01% | −7,586−44.9% | 減碼 |
| W Advisors, LLC | 9,328 | $90.7 萬 | 0.59% | +18+0.2% | 加碼 |
| Hamilton Capital, LLC | 9,338 | $90.8 萬 | 0.07% | −1,722−15.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 9,356 | $90.9 萬 | 0.49% | −6−0.1% | 減碼 |
| Rockland Trust Co | 9,361 | $91.0 萬 | 0.05% | +186+2.0% | 加碼 |
| Buckley Wealth Management, LLC | 9,419 | $91.5 萬 | 0.29% | +31+0.3% | 加碼 |
| NCM Capital Management, LLC | 9,589 | $93.2 萬 | 0.49% | −100−1.0% | 減碼 |
| Davenport & Co LLC | 9,596 | $93.3 萬 | 0.01% | +1,166+13.8% | 加碼 |
| Legacy Bridge, LLC | 9,658 | $93.9 萬 | 0.55% | 00.0% | 不變 |
| Choate Investment Advisors | 9,703 | $94.3 萬 | 0.02% | −172−1.7% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 9,708 | $94.4 萬 | 0.09% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 10,061 | $94.7 萬 | 0.91% | 00.0% | 不變 |
| Rossmore Private Capital | 9,858 | $95.8 萬 | 0.13% | −736−6.9% | 減碼 |
| Fort Point Capital Partners LLC | 9,862 | $95.8 萬 | 0.12% | −5−0.1% | 減碼 |
| Schear Investment Advisers, LLC | 9,904 | $96.3 萬 | 0.70% | −221−2.2% | 減碼 |
| Magnus Financial Group LLC | 9,952 | $96.7 萬 | 0.11% | +217+2.2% | 加碼 |
| Parkside Investments, LLC | 10,000 | $97.2 萬 | 0.15% | −2,000−16.7% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $97.2 萬 | 0.01% | 00.0% | 不變 |