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 |
|---|---|---|---|---|---|
| Darden Wealth Group Inc | 2,396 | $23.3 萬 | 0.18% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 2,395 | $23.3 萬 | 0.06% | +24+1.0% | 加碼 |
| Firestone Capital Management | 2,392 | $23.3 萬 | 0.06% | +162+7.3% | 加碼 |
| ISAM Funds (UK) Ltd | 2,392 | $23.2 萬 | 0.17% | +2,392 | 新進 |
| Numerai GP LLC | 2,389 | $23.2 萬 | 0.08% | +2,389 | 新進 |
| Chicago Trust Co NA | 2,388 | $23.2 萬 | 0.05% | +2,388 | 新進 |
| Allen Capital Group, LLC | 2,381 | $23.1 萬 | 0.03% | +2,381 | 新進 |
| Central Bank & Trust Co | 2,381 | $23.1 萬 | 0.03% | −1,926−44.7% | 減碼 |
| Plancorp, LLC | 2,379 | $23.1 萬 | 0.01% | +29+1.2% | 加碼 |
| iA Global Asset Management Inc. | 2,370 | $23.0 萬 | 0.00% | −200−7.8% | 減碼 |
| Gitterman Wealth Management, LLC | 2,365 | $23.0 萬 | 0.09% | +2,365 | 新進 |
| Savvy Advisors, Inc. | 2,356 | $22.9 萬 | 0.07% | +2,356 | 新進 |
| Klingman & Associates, LLC | 2,351 | $22.8 萬 | 0.02% | +145+6.6% | 加碼 |
| Sax Wealth Advisors, LLC | 2,350 | $22.8 萬 | 0.02% | +2,350 | 新進 |
| Callan Capital, LLC | 2,348 | $22.8 萬 | 0.02% | +2,348 | 新進 |
| Argent Advisors, Inc. | 2,340 | $22.7 萬 | 0.09% | 00.0% | 不變 |
| United Community Bank | 2,333 | $22.7 萬 | 0.09% | +332+16.6% | 加碼 |
| Castleview Partners, LLC | 2,331 | $22.7 萬 | 0.13% | −341−12.8% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 2,328 | $22.6 萬 | 0.06% | 00.0% | 不變 |
| Wrapmanager Inc | 2,325 | $22.6 萬 | 0.06% | −288−11.0% | 減碼 |
| Intergy Private Wealth, LLC | 2,324 | $22.6 萬 | 0.09% | +2,324 | 新進 |
| Safeguard Financial, LLC | 2,318 | $22.5 萬 | 0.06% | +2,318 | 新進 |
| Primoris Wealth Advisors, LLC | 2,305 | $22.4 萬 | 0.18% | 00.0% | 不變 |
| Fielder Capital Group LLC | 2,305 | $22.4 萬 | 0.09% | +17+0.7% | 加碼 |
| Ascent Group, LLC | 2,304 | $22.4 萬 | 0.02% | +2,304 | 新進 |
| American Trust | 2,303 | $22.4 萬 | 0.02% | −70−2.9% | 減碼 |
| Optas, LLC | 2,303 | $22.4 萬 | 0.06% | +2,303 | 新進 |
| KKM Financial LLC | 2,345 | $22.4 萬 | 0.11% | 00.0% | 不變 |
| Oxford Asset Management LLP | 2,298 | $22.3 萬 | 0.22% | +2,298 | 新進 |
| Bridgewater Associates, LP | 2,293 | $22.3 萬 | 0.00% | −553−19.4% | 減碼 |
| Canvas Wealth Advisors, LLC | 2,145 | $22.3 萬 | 0.07% | +2,145 | 新進 |
| Pinebridge Investments, L.P. | 2,288 | $22.2 萬 | 0.00% | −170−6.9% | 減碼 |
| Pegasus Partners Ltd. | 2,288 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Advisor OS, LLC | 2,276 | $22.1 萬 | 0.02% | +2,276 | 新進 |
| Old North State Trust, LLC | 2,274 | $22.1 萬 | 0.19% | +150+7.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,265 | $22.0 萬 | 0.00% | −417−15.5% | 減碼 |
| Sivia Capital Partners, LLC | 2,262 | $22.0 萬 | 0.15% | −7−0.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,255 | $21.9 萬 | 0.10% | +53+2.4% | 加碼 |
| Valley National Advisers Inc | 2,261 | $21.9 萬 | 0.03% | +26+1.2% | 加碼 |
| Montz Harcus Wealth Management LLC | 2,242 | $21.8 萬 | 0.14% | +10+0.4% | 加碼 |
| Veracity Capital LLC | 2,238 | $21.7 萬 | 0.09% | +2,238 | 新進 |
| Everett Harris & Co | 2,231 | $21.7 萬 | 0.00% | +2,231 | 新進 |
| Glen Eagle Advisors, LLC | 2,231 | $21.7 萬 | 0.04% | +25+1.1% | 加碼 |
| Sunflower Bank, N.A. | 2,222 | $21.6 萬 | 0.05% | +2,222 | 新進 |
| Monterey Private Wealth, Inc. | 2,207 | $21.5 萬 | 0.08% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 2,206 | $21.4 萬 | 0.03% | +30+1.4% | 加碼 |
| Groesbeck Investment Management Corp | 2,200 | $21.4 萬 | 0.30% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 2,193 | $21.3 萬 | 0.02% | −101−4.4% | 減碼 |
| Marathon Capital Management | 2,188 | $21.3 萬 | 0.05% | −333−13.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,185 | $21.2 萬 | 0.02% | −87−3.8% | 減碼 |
| Welch Group, LLC | 2,179 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Peak Planning Group, LLC | 2,173 | $21.1 萬 | 0.10% | +2,173 | 新進 |
| Birch Hill Investment Advisors LLC | 2,171 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| HBW Advisory Services LLC | 2,167 | $21.1 萬 | 0.03% | −937−30.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,162 | $21.0 萬 | 0.02% | −500−18.8% | 減碼 |
| Alta Wealth Advisors LLC | 2,160 | $21.0 萬 | 0.10% | −200−8.5% | 減碼 |
| FCG Investment Co | 2,143 | $20.8 萬 | 0.16% | −20−0.9% | 減碼 |
| Luts & Greenleigh Group, Inc | 2,138 | $20.8 萬 | 0.22% | +2,138 | 新進 |
| Meadow Creek Wealth Advisors LLC | 2,135 | $20.8 萬 | 0.20% | +2,135 | 新進 |
| Sutton Place Investors LLC | 2,131 | $20.7 萬 | 0.14% | +2,131 | 新進 |
| J. W. Coons Advisors, LLC | 2,121 | $20.6 萬 | 0.05% | +2,121 | 新進 |
| Warther Private Wealth, LLC | 2,115 | $20.6 萬 | 0.08% | +2,115 | 新進 |
| Jacobsen Capital Management | 2,114 | $20.5 萬 | 0.09% | +2,114 | 新進 |
| Garden State Investment Advisory Services LLC | 2,106 | $20.5 萬 | 0.07% | +2,106 | 新進 |
| Boyd Watterson Asset Management LLC | 2,106 | $20.5 萬 | 0.06% | 00.0% | 不變 |
| New Hampshire Trust | 2,105 | $20.5 萬 | 0.05% | +2,105 | 新進 |
| Investment Partners, Ltd. | 2,098 | $20.4 萬 | 0.09% | +2,098 | 新進 |
| Amussen Hunsaker Associates LLC | 2,092 | $20.3 萬 | 0.03% | +2,092 | 新進 |
| Macroview Investment Management LLC | 2,092 | $20.3 萬 | 0.22% | +10+0.5% | 加碼 |
| Mirabaud & Cie SA | 2,090 | $20.3 萬 | 0.07% | +2,090 | 新進 |
| Hemington Wealth Management | 2,093 | $20.3 萬 | 0.07% | +2,093 | 新進 |
| Motco | 2,084 | $20.3 萬 | 0.01% | −28−1.3% | 減碼 |
| Beacon Financial Advisory LLC | 2,080 | $20.2 萬 | 0.08% | +2,080 | 新進 |
| Capital Advisors, Ltd. LLC | 2,080 | $20.2 萬 | 0.03% | +18+0.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,864 | $20.2 萬 | 0.00% | +1,065+133.3% | 加碼 |
| Breed's Hill Capital LLC | 2,059 | $20.0 萬 | 0.18% | +2,059 | 新進 |
| Kanawha Capital Management LLC | 2,058 | $20.0 萬 | 0.02% | +2,058 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,057 | $20.0 萬 | 0.06% | +2,057 | 新進 |
| Family Firm, Inc. | 1,987 | $19.3 萬 | 0.04% | +1,987 | 新進 |
| Blue Bell Private Wealth Management, LLC | 1,896 | $18.4 萬 | 0.04% | +85+4.7% | 加碼 |
| M&R Capital Management Inc | 1,888 | $18.3 萬 | 0.04% | +1+0.1% | 加碼 |
| GHP Investment Advisors, Inc. | 1,880 | $18.3 萬 | 0.01% | −121−6.0% | 減碼 |
| Atlas Capital Advisors LLC | 1,871 | $18.2 萬 | 0.02% | −45−2.3% | 減碼 |
| Gold Investment Management Ltd. | 1,856 | $18.0 萬 | 0.08% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,794 | $17.4 萬 | 0.00% | −1,499−45.5% | 減碼 |
| Bruce G. Allen Investments, LLC | 1,780 | $17.3 萬 | 0.15% | −442−19.9% | 減碼 |
| Rise Advisors, LLC | 1,775 | $17.3 萬 | 0.09% | +15+0.9% | 加碼 |
| Godsey & Gibb Associates | 1,725 | $16.8 萬 | 0.02% | +39+2.3% | 加碼 |
| Ibex Wealth Advisors | 1,702 | $16.5 萬 | 0.03% | −5,005−74.6% | 減碼 |
| Proequities, Inc. | 1,678 | $16.3 萬 | 0.01% | +223+15.3% | 加碼 |
| Rational Advisors LLC | 1,677 | $16.3 萬 | 0.02% | +977+139.6% | 加碼 |
| Game Plan Financial Advisors, LLC | 1,600 | $15.6 萬 | 0.08% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 1,594 | $15.5 萬 | 0.08% | +700+78.3% | 加碼 |
| Park Place Capital Corp | 1,563 | $15.2 萬 | 0.05% | +6+0.4% | 加碼 |
| Thompson Investment Management, Inc. | 1,523 | $14.8 萬 | 0.02% | −41−2.6% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 1,467 | $14.3 萬 | 0.11% | +1,467 | 新進 |
| Gleason Group, Inc. | 1,460 | $14.2 萬 | 0.03% | +12+0.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 1,430 | $13.9 萬 | 0.03% | −774−35.1% | 減碼 |
| Roble, Belko & Company, Inc | 1,405 | $13.7 萬 | 0.02% | 00.0% | 不變 |