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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 7,757 | $75.4 萬 | 0.10% | −180−2.3% | 減碼 |
| Signature Estate & Investment Advisors LLC | 7,748 | $75.3 萬 | 0.02% | +1,297+20.1% | 加碼 |
| Shulman DeMeo Asset Management LLC | 7,733 | $75.2 萬 | 0.20% | −24−0.3% | 減碼 |
| David Loasby | 7,239 | $74.9 萬 | 0.07% | +362+5.3% | 加碼 |
| Breakwater Capital Group | 7,659 | $74.4 萬 | 0.17% | +18+0.2% | 加碼 |
| Brookstone Capital Management | 6,920 | $74.0 萬 | 0.01% | +175+2.6% | 加碼 |
| Cypress Capital Group | 7,603 | $73.9 萬 | 0.09% | −1,156−13.2% | 減碼 |
| Beacon Financial Group | 7,600 | $73.9 萬 | 0.08% | −40−0.5% | 減碼 |
| Jmac Enterprises LLC | 7,600 | $73.9 萬 | 0.13% | −1,300−14.6% | 減碼 |
| Mechanics Financial Corp | 7,598 | $73.8 萬 | 0.38% | +172+2.3% | 加碼 |
| Belpointe Asset Management LLC | 7,587 | $73.7 萬 | 0.05% | −8,704−53.4% | 減碼 |
| North Star Investment Management Corp. | 7,564 | $73.5 萬 | 0.05% | −144−1.9% | 減碼 |
| Northern Oak Wealth Management Inc | 7,546 | $73.3 萬 | 0.09% | −3,618−32.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,537 | $73.3 萬 | 0.13% | −263−3.4% | 減碼 |
| Herold Advisors, Inc. | 7,526 | $73.1 萬 | 0.17% | +20.0% | 加碼 |
| Change Path, LLC | 7,501 | $72.9 萬 | 0.04% | −1,309−14.9% | 減碼 |
| Auto-Owners Insurance Co | 7,500 | $72.9 萬 | 0.02% | 00.0% | 不變 |
| Independent Investors Inc | 7,483 | $72.7 萬 | 0.16% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 7,450 | $72.4 萬 | 0.18% | −50−0.7% | 減碼 |
| Sunbelt Securities, Inc. | 7,441 | $72.3 萬 | 0.07% | +30+0.4% | 加碼 |
| Sapient Capital LLC | 7,439 | $72.3 萬 | 0.02% | −1,355−15.4% | 減碼 |
| Miracle Mile Advisors, LLC | 7,418 | $72.1 萬 | 0.02% | −86−1.1% | 減碼 |
| Cookson Peirce & Co Inc | 7,317 | $71.1 萬 | 0.03% | −1,841−20.1% | 減碼 |
| Norden Group LLC | 7,306 | $71.0 萬 | 0.14% | −1,315−15.3% | 減碼 |
| KPP Advisory Services LLC | 7,294 | $70.9 萬 | 0.19% | +601+9.0% | 加碼 |
| Charles Schwab Trust Co | 7,280 | $70.8 萬 | 0.07% | +194+2.7% | 加碼 |
| Sciencast Management LP | 7,257 | $70.5 萬 | 0.25% | +7,257 | 新進 |
| Transamerica Financial Advisors, Inc. | 7,224 | $70.3 萬 | 0.08% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 7,219 | $70.2 萬 | 0.50% | +2,152+42.5% | 加碼 |
| Robotti Robert | 7,215 | $70.1 萬 | 0.11% | 00.0% | 不變 |
| First Dallas Securities Inc. | 7,212 | $70.1 萬 | 0.31% | −350−4.6% | 減碼 |
| Private Trust Co NA | 7,203 | $70.0 萬 | 0.08% | +144+2.0% | 加碼 |
| Bank of Stockton | 7,193 | $69.9 萬 | 0.22% | +755+11.7% | 加碼 |
| Hyman Charles D | 7,188 | $69.9 萬 | 0.04% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 7,185 | $69.8 萬 | 0.22% | +75+1.1% | 加碼 |
| Arkadios Wealth Advisors | 7,157 | $69.6 萬 | 0.05% | +2,245+45.7% | 加碼 |
| Congress Park Capital LLC | 7,154 | $69.5 萬 | 0.28% | −848−10.6% | 減碼 |
| Hills Bank & Trust Co | 7,137 | $69.4 萬 | 0.06% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 7,085 | $68.9 萬 | 0.05% | −27−0.4% | 減碼 |
| TriaGen Wealth Management LLC | 7,068 | $68.7 萬 | 0.27% | −37−0.5% | 減碼 |
| Strategic Blueprint, LLC | 7,024 | $68.3 萬 | 0.05% | +183+2.7% | 加碼 |
| Berkshire Bank | 7,019 | $68.2 萬 | 0.17% | −907−11.4% | 減碼 |
| Portside Wealth Group, LLC | 7,012 | $68.1 萬 | 0.13% | −556−7.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 7,001 | $68.0 萬 | 0.12% | +1,107+18.8% | 加碼 |
| Clifford Group, LLC | 6,991 | $67.9 萬 | 0.55% | −110−1.5% | 減碼 |
| Gryphon Financial Partners LLC | 6,968 | $67.7 萬 | 0.10% | +1,551+28.6% | 加碼 |
| Quilter Plc | 6,940 | $67.4 萬 | 0.02% | 00.0% | 不變 |
| IFG Advisors, LLC | 6,932 | $67.4 萬 | 0.16% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 6,906 | $67.1 萬 | 0.42% | −239−3.3% | 減碼 |
| Inscription Capital, LLC | 6,886 | $66.9 萬 | 0.11% | +8+0.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 6,885 | $66.9 萬 | 0.14% | −134−1.9% | 減碼 |
| Chicago Partners Investment Group LLC | 6,430 | $66.7 萬 | 0.03% | +104+1.6% | 加碼 |
| Empire Financial Management Company, LLC | 6,849 | $66.6 萬 | 0.22% | +311+4.8% | 加碼 |
| 1832 Asset Management L.P. | 6,846 | $66.5 萬 | 0.00% | −1,044−13.2% | 減碼 |
| LexAurum Advisors, LLC | 6,826 | $66.3 萬 | 0.16% | −172−2.5% | 減碼 |
| Anchor Investment Management, LLC | 6,784 | $65.9 萬 | 0.07% | +457+7.2% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,770 | $65.8 萬 | 0.07% | −2,691−28.4% | 減碼 |
| Zacks Investment Management | 6,770 | $65.8 萬 | 0.01% | +6,770 | 新進 |
| Affinity Investment Advisors, LLC | 6,732 | $65.4 萬 | 0.49% | −9−0.1% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $65.4 萬 | 0.18% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,877 | $65.2 萬 | 0.27% | −41−0.6% | 減碼 |
| Welch & Forbes LLC | 6,408 | $65.0 萬 | 0.01% | +141+2.2% | 加碼 |
| Financial Engines Advisors L.L.C. | 6,680 | $64.9 萬 | 0.00% | −314−4.5% | 減碼 |
| Alera Investment Advisors, LLC | 6,667 | $64.8 萬 | 0.08% | −3,972−37.3% | 減碼 |
| Harbor Advisors LLC | 6,608 | $64.2 萬 | 0.12% | 00.0% | 不變 |
| CX Institutional | 6,603 | $64.2 萬 | 0.03% | +412+6.7% | 加碼 |
| Washburn Capital Management, Inc. | 6,576 | $63.9 萬 | 0.46% | −865−11.6% | 減碼 |
| Fortitude Advisory Group L.L.C. | 6,561 | $63.8 萬 | 0.38% | −2,735−29.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,557 | $63.7 萬 | 0.02% | +337+5.4% | 加碼 |
| Visionary Wealth Advisors | 6,546 | $63.6 萬 | 0.04% | −14−0.2% | 減碼 |
| Beta Wealth Group, Inc. | 6,519 | $63.4 萬 | 0.30% | +205+3.2% | 加碼 |
| Smartleaf Asset Management LLC | 6,612 | $63.3 萬 | 0.10% | +1,985+42.9% | 加碼 |
| Alpine Global Management, LLC | 6,500 | $63.2 萬 | 0.11% | +6,500 | 新進 |
| Graham Capital Management, L.P. | 6,468 | $62.9 萬 | 0.02% | +6,468 | 新進 |
| Lee Danner & Bass Inc | 6,463 | $62.8 萬 | 0.05% | +6,463 | 新進 |
| Somerville Kurt F | 6,430 | $62.5 萬 | 0.11% | 00.0% | 不變 |
| Sippican Capital Advisors | 6,429 | $62.5 萬 | 0.49% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,403 | $62.2 萬 | 0.13% | +4,110+179.2% | 加碼 |
| Personal Cfo Solutions, LLC | 6,377 | $62.0 萬 | 0.10% | −136−2.1% | 減碼 |
| Aaron Wealth Advisors | 6,357 | $61.8 萬 | 0.09% | +658+11.5% | 加碼 |
| 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 |
| Grove Bank & Trust | 6,302 | $61.2 萬 | 0.10% | −19−0.3% | 減碼 |
| Catalyst Financial Partners LLC | 6,277 | $61.0 萬 | 0.13% | +272+4.5% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $60.7 萬 | 0.35% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 6,237 | $60.6 萬 | 0.03% | −714−10.3% | 減碼 |
| Cooper Financial Group | 6,236 | $60.6 萬 | 0.09% | −2,405−27.8% | 減碼 |
| Pictet & Cie (Europe) SA | 6,234 | $60.6 萬 | 0.01% | +93+1.5% | 加碼 |
| Shufro Rose & Co LLC | 6,220 | $60.5 萬 | 0.05% | −200−3.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,200 | $60.3 萬 | 0.15% | −5−0.1% | 減碼 |
| Graypoint LLC | 6,146 | $59.7 萬 | 0.04% | +856+16.2% | 加碼 |
| Versor Investments LP | 6,122 | $59.5 萬 | 0.11% | +6,122 | 新進 |
| First Foundation Advisors | 6,117 | $59.5 萬 | 0.02% | −404−6.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,102 | $59.3 萬 | 0.03% | −32,904−84.4% | 減碼 |
| Gratus Capital LLC | 6,102 | $59.3 萬 | 0.02% | +610+11.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 6,094 | $59.2 萬 | 0.01% | −903−12.9% | 減碼 |
| Empower Advisory Group, LLC | 6,088 | $59.2 萬 | 0.00% | −2,374−28.1% | 減碼 |
| Capital Square, LLC | 5,759 | $59.0 萬 | 0.38% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 6,068 | $59.0 萬 | 0.03% | +6,068 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $59.0 萬 | 0.16% | +325+5.7% | 加碼 |