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 |
|---|---|---|---|---|---|
| White Pine Capital LLC | 15,432 | $150.0 萬 | 0.57% | +107+0.7% | 加碼 |
| Checchi Capital Advisers, LLC | 15,410 | $149.8 萬 | 0.12% | +113+0.7% | 加碼 |
| Northcape Wealth Management, LLC | 15,302 | $148.7 萬 | 0.54% | −47−0.3% | 減碼 |
| Farther Finance Advisors, LLC | 14,994 | $148.7 萬 | 0.07% | +4,697+45.6% | 加碼 |
| Trust Asset Management LLC | 15,287 | $148.6 萬 | 0.13% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 15,269 | $148.4 萬 | 0.17% | +127+0.8% | 加碼 |
| Vise Technologies, Inc. | 15,207 | $147.8 萬 | 0.26% | +1,680+12.4% | 加碼 |
| Courier Capital LLC | 15,172 | $147.5 萬 | 0.12% | −200−1.3% | 減碼 |
| Snowden Capital Advisors LLC | 15,168 | $147.4 萬 | 0.04% | −1,374−8.3% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 15,145 | $147.2 萬 | 0.09% | −8,098−34.8% | 減碼 |
| Waterfront Wealth Inc. | 15,090 | $146.7 萬 | 0.40% | +186+1.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 15,033 | $146.1 萬 | 0.05% | −1,262−7.7% | 減碼 |
| Somerset Trust Co | 15,028 | $146.1 萬 | 0.60% | +191+1.3% | 加碼 |
| LVW Advisors, LLC | 15,015 | $145.9 萬 | 0.21% | +3,515+30.6% | 加碼 |
| NVWM, LLC | 14,816 | $144.0 萬 | 0.38% | +868+6.2% | 加碼 |
| Hamilton Capital Partners Inc. | 14,807 | $143.9 萬 | 0.15% | −5,630−27.5% | 減碼 |
| King Luther Capital Management Corp | 14,790 | $143.7 萬 | 0.01% | +3,116+26.7% | 加碼 |
| Maven Securities LTD | 14,778 | $143.6 萬 | 0.22% | +14,778 | 新進 |
| GAMMA Investing LLC | 14,736 | $143.2 萬 | 0.20% | +4,411+42.7% | 加碼 |
| Wilkins Investment Counsel Inc | 14,714 | $143.0 萬 | 0.21% | −856−5.5% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $142.9 萬 | 0.49% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 14,625 | $142.1 萬 | 0.02% | −214−1.4% | 減碼 |
| Intrust Bank NA | 14,374 | $139.7 萬 | 0.15% | +590+4.3% | 加碼 |
| Bard Financial Services, Inc. | 14,305 | $139.0 萬 | 0.14% | 00.0% | 不變 |
| Diligent Investors, LLC | 14,172 | $137.7 萬 | 0.34% | +10+0.1% | 加碼 |
| Excalibur Management Corp | 14,113 | $137.2 萬 | 0.56% | −61−0.4% | 減碼 |
| Central Pacific Bank - Trust Division | 14,106 | $137.1 萬 | 0.16% | +2,909+26.0% | 加碼 |
| Hartford Funds Management Co LLC | 14,028 | $136.3 萬 | 0.13% | +1,187+9.2% | 加碼 |
| Berkeley Capital Partners, LLC | 13,845 | $134.6 萬 | 0.41% | −304−2.1% | 減碼 |
| Krilogy Financial LLC | 13,835 | $134.5 萬 | 0.10% | +118+0.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 13,764 | $133.8 萬 | 0.09% | +716+5.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 13,729 | $133.4 萬 | 0.14% | −86−0.6% | 減碼 |
| Garner Asset Management Corp | 13,703 | $133.2 萬 | 0.65% | +1,080+8.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 13,614 | $132.3 萬 | 0.13% | +543+4.2% | 加碼 |
| Interchange Capital Partners, LLC | 13,585 | $132.0 萬 | 0.49% | +11,175+463.7% | 加碼 |
| Concord Wealth Partners | 13,572 | $131.9 萬 | 0.23% | +1,074+8.6% | 加碼 |
| Crestwood Advisors Group LLC | 13,531 | $131.5 萬 | 0.03% | −1,252−8.5% | 減碼 |
| Systematic Financial Management LP | 13,500 | $131.2 萬 | 0.04% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,445 | $130.7 萬 | 0.04% | +3,273+32.2% | 加碼 |
| Long Run Wealth Advisors, LLC | 13,437 | $130.6 萬 | 0.33% | −225−1.6% | 減碼 |
| Centaurus Financial, Inc. | 13,377 | $130.0 萬 | 0.09% | −1,651−11.0% | 減碼 |
| Parkside Financial Bank & Trust | 13,349 | $129.7 萬 | 0.20% | −167−1.2% | 減碼 |
| Quest Partners LLC | 13,348 | $129.7 萬 | 0.18% | +13,348 | 新進 |
| TLWM | 13,271 | $129.0 萬 | 0.28% | +51+0.4% | 加碼 |
| Quadrant Capital Group LLC | 13,258 | $128.9 萬 | 0.10% | +10.0% | 加碼 |
| PGGM Investments | 13,243 | $128.7 萬 | 0.02% | +3,410+34.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,224 | $128.5 萬 | 0.06% | −378−2.8% | 減碼 |
| Argus Investors' Counsel, Inc. | 13,180 | $128.1 萬 | 0.79% | −2,100−13.7% | 減碼 |
| Concord Asset Management, LLC | 13,118 | $127.5 萬 | 0.32% | +1,112+9.3% | 加碼 |
| Verdence Capital Advisors LLC | 13,103 | $127.4 萬 | 0.11% | +403+3.2% | 加碼 |
| Global Retirement Partners, LLC | 13,054 | $126.9 萬 | 0.04% | +2,170+19.9% | 加碼 |
| Avalon Trust Co | 13,000 | $126.3 萬 | 0.10% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 14,702 | $125.6 萬 | 0.28% | +10,249+230.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 12,887 | $125.3 萬 | 0.09% | +511+4.1% | 加碼 |
| Clarius Group, LLC | 12,881 | $125.2 萬 | 0.09% | −415−3.1% | 減碼 |
| Atomi Financial Group, Inc. | 12,786 | $124.3 萬 | 0.09% | +5,891+85.4% | 加碼 |
| Avestar Capital, LLC | 12,759 | $124.0 萬 | 0.14% | +1,775+16.2% | 加碼 |
| Panagora Asset Management Inc | 12,717 | $123.6 萬 | 0.01% | −12−0.1% | 減碼 |
| Umpqua Bank | 12,693 | $123.4 萬 | 0.48% | +246+2.0% | 加碼 |
| CFS Investment Advisory Services, LLC | 12,664 | $123.0 萬 | 0.10% | +12,664 | 新進 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $122.5 萬 | 0.38% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 12,550 | $122.0 萬 | 0.01% | +12,064+2,482.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,787 | $121.7 萬 | 0.08% | +115+1.0% | 加碼 |
| Independent Financial Group, LLC | 12,426 | $120.8 萬 | 0.05% | +7,350+144.8% | 加碼 |
| Investors Research Corp | 12,416 | $120.7 萬 | 0.28% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 12,362 | $120.2 萬 | 0.35% | −3,828−23.6% | 減碼 |
| Quent Capital, LLC | 12,359 | $120.1 萬 | 0.13% | −104−0.8% | 減碼 |
| Viewpoint Capital Management LLC | 12,319 | $119.7 萬 | 0.73% | +104+0.9% | 加碼 |
| Cigna Investments Inc | 12,225 | $118.8 萬 | 0.22% | −208−1.7% | 減碼 |
| Trust Co of Vermont | 12,192 | $118.5 萬 | 0.06% | −129−1.0% | 減碼 |
| Lansing Street Advisors | 12,181 | $118.4 萬 | 0.49% | +173+1.4% | 加碼 |
| Westpac Banking Corp | 12,142 | $118.0 萬 | 0.09% | +858+7.6% | 加碼 |
| Golden State Equity Partners | 12,128 | $117.9 萬 | 0.25% | +12,128 | 新進 |
| DRW Securities, LLC | 12,094 | $117.5 萬 | 0.07% | +7,088+141.6% | 加碼 |
| Dakota Wealth Management | 12,044 | $117.1 萬 | 0.03% | −1,193−9.0% | 減碼 |
| Delta Asset Management LLC | 11,902 | $115.7 萬 | 0.10% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 11,873 | $115.4 萬 | 0.29% | +81+0.7% | 加碼 |
| SageView Advisory Group, LLC | 11,802 | $114.7 萬 | 0.05% | +11,212+1,900.3% | 加碼 |
| Berkshire Asset Management LLC | 11,796 | $114.6 萬 | 0.06% | +514+4.6% | 加碼 |
| LM Advisors LLC | 11,721 | $113.9 萬 | 0.00% | −8,400−41.7% | 減碼 |
| Principle Wealth Partners LLC | 11,644 | $113.2 萬 | 0.09% | +40.0% | 加碼 |
| Merit Financial Group, LLC | 11,589 | $112.6 萬 | 0.02% | −4,409−27.6% | 減碼 |
| Compton Wealth Advisory Group, LLC | 11,552 | $112.3 萬 | 0.30% | −242−2.1% | 減碼 |
| Mint Tower Capital Management B.V. | 11,500 | $111.8 萬 | 0.44% | +11,500 | 新進 |
| Old National Bancorp | 11,498 | $111.7 萬 | 0.03% | −1,074−8.5% | 減碼 |
| Zullo Investment Group, Inc. | 11,485 | $111.6 萬 | 0.49% | −159−1.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 11,415 | $110.9 萬 | 0.19% | −222−1.9% | 減碼 |
| Castle Wealth Management LLC | 11,405 | $110.8 萬 | 0.53% | +364+3.3% | 加碼 |
| Wedbush Securities Inc | 11,397 | $110.8 萬 | 0.04% | −11,380−50.0% | 減碼 |
| Ar Asset Management Inc | 11,400 | $110.8 萬 | 0.27% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 11,400 | $110.8 萬 | 0.01% | −358−3.0% | 減碼 |
| Brighton Jones LLC | 11,381 | $110.6 萬 | 0.04% | −266−2.3% | 減碼 |
| Spire Wealth Management | 11,379 | $110.6 萬 | 0.04% | −4,598−28.8% | 減碼 |
| Buffington Mohr McNeal | 11,375 | $110.6 萬 | 0.19% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 11,358 | $110.4 萬 | 0.43% | +863+8.2% | 加碼 |
| Helios Capital Management Pte. Ltd | 11,300 | $109.8 萬 | 0.72% | 00.0% | 不變 |
| Parsons Capital Management Inc | 11,293 | $109.8 萬 | 0.07% | 00.0% | 不變 |
| Cape Ann Savings Bank | 11,268 | $109.5 萬 | 0.68% | −245−2.1% | 減碼 |
| Jones Financial Companies LLLP | 11,263 | $109.5 萬 | 0.00% | +8,214+269.4% | 加碼 |
| AE Wealth Management LLC | 11,242 | $109.3 萬 | 0.01% | +3,484+44.9% | 加碼 |