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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 2,929 | $28.5 萬 | 0.20% | −189−6.1% | 減碼 |
| Freestone Capital Holdings, LLC | 2,929 | $28.5 萬 | 0.01% | +238+8.8% | 加碼 |
| Great Lakes Advisors, LLC | 2,924 | $28.4 萬 | 0.00% | +2,924 | 新進 |
| Fulcrum Capital LLC | 2,921 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 2,921 | $28.4 萬 | 0.01% | +2,921 | 新進 |
| Gibbs Wealth Management | 2,916 | $28.3 萬 | 0.11% | +633+27.7% | 加碼 |
| Journey Strategic Wealth LLC | 2,914 | $28.3 萬 | 0.01% | +2,914 | 新進 |
| Stiles Financial Services Inc | 2,910 | $28.3 萬 | 0.11% | −136−4.5% | 減碼 |
| American State Bank (Iowa) | 2,908 | $28.3 萬 | 0.18% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 2,907 | $28.3 萬 | 0.09% | +2,907 | 新進 |
| Seven Mile Advisory | 2,886 | $28.0 萬 | 0.21% | +313+12.2% | 加碼 |
| Duff & Phelps Investment Management Co | 2,885 | $28.0 萬 | 0.00% | −11,681−80.2% | 減碼 |
| Lion Street Advisors, LLC | 2,869 | $27.9 萬 | 0.10% | +89+3.2% | 加碼 |
| Thrive Wealth Management, LLC | 2,856 | $27.8 萬 | 0.05% | +359+14.4% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,854 | $27.7 萬 | 0.06% | −14−0.5% | 減碼 |
| Legacy Edge Advisors, LLC | 2,843 | $27.6 萬 | 0.05% | +92+3.3% | 加碼 |
| Eagle Strategies LLC | 2,837 | $27.6 萬 | 0.05% | +2,837 | 新進 |
| First Affirmative Financial Network | 2,831 | $27.5 萬 | 0.19% | −330−10.4% | 減碼 |
| Kingfisher Capital LLC | 2,826 | $27.5 萬 | 0.06% | 00.0% | 不變 |
| Laffer Tengler Investments | 2,826 | $27.5 萬 | 0.06% | +1,282+83.0% | 加碼 |
| Valmark Advisers, Inc. | 2,824 | $27.4 萬 | 0.00% | −57−2.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,820 | $27.4 萬 | 0.07% | −311−9.9% | 減碼 |
| Ameritas Advisory Services, LLC | 2,799 | $27.2 萬 | 0.01% | +26+0.9% | 加碼 |
| Enterprise Financial Services Corp | 2,798 | $27.2 萬 | 0.17% | +51+1.9% | 加碼 |
| Key Financial Inc | 2,795 | $27.2 萬 | 0.07% | +203+7.8% | 加碼 |
| Eastern Bank | 2,782 | $27.0 萬 | 0.01% | −414−13.0% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,774 | $27.0 萬 | 0.02% | −1,720−38.3% | 減碼 |
| BLB&B Advisors, LLC | 2,767 | $26.9 萬 | 0.01% | −550−16.6% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,760 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 2,750 | $26.7 萬 | 0.05% | −24−0.9% | 減碼 |
| Harbour Investments, Inc. | 2,748 | $26.7 萬 | 0.01% | +45+1.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 2,745 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 2,744 | $26.7 萬 | 0.05% | −35−1.3% | 減碼 |
| Jackson Square Capital, LLC | 2,741 | $26.6 萬 | 0.07% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 2,738 | $26.6 萬 | 0.07% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 2,735 | $26.6 萬 | 0.12% | +1,439+111.0% | 加碼 |
| Paulson Wealth Management Inc. | 2,727 | $26.5 萬 | 0.08% | 00.0% | 不變 |
| Auxano Advisors, LLC | 2,725 | $26.5 萬 | 0.07% | −63−2.3% | 減碼 |
| Broadleaf Partners, LLC | 2,719 | $26.4 萬 | 0.06% | 00.0% | 不變 |
| Diversified, LLC | 2,718 | $26.4 萬 | 0.03% | +2,718 | 新進 |
| Phoenix Holdings Ltd. | 2,719 | $26.4 萬 | 0.00% | −98−3.5% | 減碼 |
| Phillips Wealth Planners LLC | 2,536 | $26.2 萬 | 0.28% | −34−1.3% | 減碼 |
| Crewe Advisors LLC | 2,690 | $26.1 萬 | 0.03% | −36−1.3% | 減碼 |
| Fort Sheridan Advisors LLC | 2,689 | $26.1 萬 | 0.04% | +42+1.6% | 加碼 |
| Invenio Wealth Partners LLC | 2,688 | $26.1 萬 | 0.13% | +61+2.3% | 加碼 |
| L.M. Kohn & Company | 2,678 | $26.0 萬 | 0.07% | −142−5.0% | 減碼 |
| Girard Partners Ltd. | 2,677 | $26.0 萬 | 0.02% | +232+9.5% | 加碼 |
| Sandy Spring Bank | 2,671 | $26.0 萬 | 0.01% | +56+2.1% | 加碼 |
| CVA Family Office, LLC | 2,663 | $25.9 萬 | 0.05% | +54+2.1% | 加碼 |
| Sachetta, LLC | 2,486 | $25.8 萬 | 0.11% | −19−0.8% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 2,644 | $25.7 萬 | 0.06% | +2,644 | 新進 |
| Cornerstone Advisory, LLC | 2,642 | $25.7 萬 | 0.04% | −989−27.2% | 減碼 |
| Kaizen Financial Strategies | 2,474 | $25.7 萬 | 0.16% | +18+0.7% | 加碼 |
| Davy Global Fund Management Ltd | 2,637 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Equitable Trust Co | 2,637 | $25.6 萬 | 0.02% | +446+20.4% | 加碼 |
| InTrack Investment Management Inc | 2,633 | $25.6 萬 | 0.18% | −100−3.7% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 2,630 | $25.6 萬 | 0.09% | −12−0.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,628 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| St Germain D J Co Inc | 2,627 | $25.5 萬 | 0.01% | −462−15.0% | 減碼 |
| Prairie Wealth Advisors, Inc. | 2,622 | $25.5 萬 | 0.13% | +7+0.3% | 加碼 |
| Willow Creek Wealth Management Inc. | 2,619 | $25.5 萬 | 0.03% | −3−0.1% | 減碼 |
| Ellsworth Advisors, LLC | 2,600 | $25.3 萬 | 0.07% | +3+0.1% | 加碼 |
| West Family Investments, Inc. | 2,593 | $25.2 萬 | 0.08% | +27+1.1% | 加碼 |
| Howard Financial Services, Ltd. | 2,591 | $25.2 萬 | 0.04% | +46+1.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 2,590 | $25.2 萬 | 0.06% | +56+2.2% | 加碼 |
| Accredited Investors Inc. | 2,583 | $25.1 萬 | 0.02% | −172−6.2% | 減碼 |
| AA Financial Advisors, LLC | 2,579 | $25.1 萬 | 0.09% | 00.0% | 不變 |
| TFB Advisors LLC | 2,563 | $24.9 萬 | 0.08% | +2,563 | 新進 |
| Michael B. Yongue | 2,553 | $24.8 萬 | 0.21% | +2,553 | 新進 |
| True North Advisors, LLC | 2,540 | $24.7 萬 | 0.07% | −304−10.7% | 減碼 |
| Formidable Asset Management, LLC | 2,531 | $24.6 萬 | 0.04% | +218+9.4% | 加碼 |
| Flynn Zito Capital Management, LLC | 2,527 | $24.6 萬 | 0.13% | +4+0.2% | 加碼 |
| Bragg Financial Advisors, Inc | 2,521 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Doheny Asset Management | 2,523 | $24.5 萬 | 0.17% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 2,507 | $24.4 萬 | 0.01% | +2,507 | 新進 |
| Segment Wealth Management, LLC | 2,505 | $24.3 萬 | 0.02% | −110−4.2% | 減碼 |
| Beck Mack & Oliver LLC | 2,500 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 2,494 | $24.2 萬 | 0.17% | −1,298−34.2% | 減碼 |
| Sepio Capital, LP | 2,488 | $24.2 萬 | 0.02% | −56−2.2% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,485 | $24.2 萬 | 0.12% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 2,482 | $24.1 萬 | 0.02% | −396−13.8% | 減碼 |
| IVC Wealth Advisors LLC | 2,481 | $24.1 萬 | 0.13% | +95+4.0% | 加碼 |
| River Wealth Advisors LLC | 2,476 | $24.1 萬 | 0.03% | +88+3.7% | 加碼 |
| Financial Security Advisor, Inc. | 2,466 | $24.0 萬 | 0.08% | +16+0.7% | 加碼 |
| Advisory Alpha, LLC | 2,464 | $23.9 萬 | 0.01% | −180−6.8% | 減碼 |
| Midland Wealth Advisors LLC | 2,456 | $23.9 萬 | 0.01% | +153+6.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,447 | $23.8 萬 | 0.04% | −57−2.3% | 減碼 |
| N.E.W. Advisory Services LLC | 2,446 | $23.8 萬 | 0.03% | +3+0.1% | 加碼 |
| Vantage Consulting Group Inc | 2,439 | $23.7 萬 | 0.18% | −289−10.6% | 減碼 |
| Prepared Retirement Institute LLC | 2,437 | $23.7 萬 | 0.16% | +247+11.3% | 加碼 |
| Hall Capital Management Co Inc | 2,426 | $23.6 萬 | 0.11% | 00.0% | 不變 |
| Boston Trust Walden Corp | 2,423 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 2,500 | $23.5 萬 | 0.06% | 00.0% | 不變 |
| NBW Capital LLC | 2,419 | $23.5 萬 | 0.05% | −114−4.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 2,418 | $23.5 萬 | 0.01% | +47+2.0% | 加碼 |
| Bangor Savings Bank | 2,409 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Reliant Investment Management, LLC | 2,405 | $23.4 萬 | 0.11% | −46,433−95.1% | 減碼 |
| Allegheny Financial Group LTD | 2,400 | $23.3 萬 | 0.07% | +2,400 | 新進 |
| Mayfair Advisory Group, LLC | 2,240 | $23.3 萬 | 0.16% | −253−10.1% | 減碼 |
| Fairscale Capital, LLC | 2,195 | $23.3 萬 | 0.21% | +2,195 | 新進 |