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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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2024 年第 3 季與 2024 年第 2 季比較

持有 Morgan Stanley 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

MS 的 13F 持有人:2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數1,829231,875+69
股數13.5 億8,552 萬13.5 億+8,805 萬 (+7.0%)
市值$1,312 億$83.1 億$1,411 億+$182.4 億 (+14.8%)

23 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(177 家)

2024 年第 3 季季末持有 Morgan Stanley、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 177 家。

2024 年第 3 季新進 MS 的機構
機構股數市值佔組合 %
BlackRock, Inc.88,782,071$92.5 億0.19%
Alphinity Investment Management Pty Ltd5,971,265$6.22 億3.68%
Alyeska Investment Group, L.P.969,611$1.01 億0.52%
Holocene Advisors, LP435,373$4,538 萬0.18%
Kodai Capital Management LP360,042$3,753 萬0.78%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund211,033$2,200 萬0.22%
B. Metzler seel. Sohn & Co. Holding AG139,078$1,450 萬0.14%
Aquatic Capital Management LLC137,400$1,432 萬0.37%
Castleark Management LLC81,820$852.9 萬0.35%
Argent Financial Group, Inc.65,889$686.8 萬0.82%
Spectrum Wealth Counsel, LLC60,845$634.2 萬0.75%
Brevan Howard Capital Management LP49,884$520.0 萬0.25%
AustralianSuper Pty Ltd49,602$517.1 萬0.03%
Sterling Capital Management LLC47,099$491.0 萬0.06%
Edgestream Partners, L.P.33,622$350.5 萬0.15%
Quantitative Investment Management, LLC30,162$314.4 萬0.31%
FORA Capital, LLC23,740$247.5 萬0.29%
Anson Funds Management LP20,000$208.5 萬0.30%
Hall Laurie J Trustee18,000$187.6 萬0.59%
OmniStar Financial Group, Inc.14,958$156.4 萬1.17%
Dempze Nancy E15,000$156.4 萬0.87%
Charter Oak Capital Management, LLC14,217$148.2 萬0.14%
Meridian Wealth Management, LLC13,158$137.2 萬0.07%
Andra AP-fonden12,911$134.6 萬0.02%
Evoke Wealth, LLC12,761$133.0 萬0.04%
Radnor Capital Management, LLC12,629$131.6 萬0.20%
Camarda Financial Advisors, LLC11,744$122.4 萬0.46%
Howard Capital Management Inc.9,768$101.8 萬0.02%
Sienna Gestion9,346$97.2 萬0.06%
Winton Group Ltd9,222$96.1 萬0.07%
Private Portfolio Partners LLC8,666$90.3 萬0.17%
Amica Retiree Medical Trust8,511$88.7 萬0.74%
Paladin Wealth, LLC8,438$88.0 萬0.77%
Axq Capital, LP8,235$85.8 萬0.26%
Net Worth Advisory Group8,134$84.8 萬0.25%
O'Neil Global Advisors, Inc.8,000$83.4 萬0.21%
Voloridge Investment Management, LLC7,777$81.1 萬0.00%
Mindset Wealth Management, LLC7,750$80.8 萬0.33%
Oddo BHF Asset Management SAS7,000$73.0 萬0.04%
Jefferies Financial Group Inc.6,215$64.8 萬0.01%
Copley Financial Group, Inc.6,149$64.1 萬0.58%
Aigen Investment Management, LP6,070$63.3 萬0.12%
Deerfield Management Company, L.P. (Series C)6,049$63.1 萬0.01%
CBOE Vest Financial, LLC5,841$60.9 萬0.01%
Ocean Capital Management, LLC5,734$59.8 萬0.14%
Catalytic Wealth RIA, LLC5,551$57.9 萬0.10%
Blake Schutter Theil Wealth Advisors, LLC5,046$52.6 萬0.38%
De Lisle Partners LLP5,000$52.1 萬0.08%
Atlanta Consulting Group Advisors, LLC4,979$51.9 萬0.13%
Gsa Capital Partners LLP4,924$51.3 萬0.04%
CWA Asset Management Group, LLC4,898$51.1 萬0.03%
Ellevest, Inc.4,618$48.1 萬0.03%
Camden National Bank4,448$46.4 萬0.07%
Reuter James Wealth Management, LLC4,339$45.2 萬0.08%
Dark Forest Capital Management LP4,274$44.6 萬0.06%
Goldstream Capital Management Ltd4,087$42.6 萬0.19%
Nwam LLC3,648$38.0 萬0.02%
Orrstown Financial Services Inc3,520$36.7 萬0.11%
Coastwise Capital Group, LLC3,395$35.4 萬0.29%
Schrum Private Wealth Management LLC3,346$34.9 萬0.18%
Watts Gwilliam & Co., LLC3,117$33.5 萬0.07%
Ariadne Wealth Management, LP2,581$33.4 萬0.18%
Code Waechter LLC3,095$32.3 萬0.31%
Mason & Associates Inc3,087$32.2 萬0.08%
Objective Capital Management, LLC3,069$32.0 萬0.19%
Paradigm Financial Partners, LLC2,360$31.3 萬0.04%
TCFG Wealth Management, LLC3,003$31.3 萬0.16%
FDx Advisors, Inc.2,973$31.0 萬0.08%
Lane & Associates LLC2,951$30.8 萬0.17%
Oversea-Chinese Banking CORP Ltd2,883$30.2 萬0.01%
Kennebec Savings Bank2,827$29.5 萬0.29%
Cercano Management LLC2,812$29.3 萬0.01%
B&L Asset Management LLC2,775$28.9 萬0.18%
Sunpointe, LLC2,759$28.8 萬0.24%
Diversified Enterprises, LLC2,740$28.6 萬0.03%
Aspen Wealth Strategies, LLC2,662$27.7 萬0.18%
Royal Fund Management, LLC2,628$27.4 萬0.02%
Financial Advocates Investment Management2,627$27.4 萬0.02%
Cardinal Point Capital Management, ULC2,607$27.2 萬0.05%
Naviter Wealth, LLC2,600$27.1 萬0.04%
Fi3 FINANCIAL ADVISORS, LLC2,590$27.0 萬0.11%
Carnegie Lake Advisors LLC2,500$26.1 萬0.10%
Bordeaux Wealth Advisors LLC2,497$26.0 萬0.05%
First Bank & Trust2,464$25.7 萬0.05%
Univest Financial Corp2,463$25.7 萬0.02%
Prosperity Consulting Group, LLC2,455$25.6 萬0.02%
ICONIQ Capital, LLC2,406$25.1 萬0.01%
Keudell/Morrison Wealth Management2,385$24.9 萬0.07%
Van Eck Associates Corp2,066$24.4 萬0.00%
Kathmere Capital Management, LLC2,332$24.3 萬0.02%
Soltis Investment Advisors LLC2,318$24.2 萬0.02%
Willis Johnson & Associates, Inc.2,299$24.0 萬0.02%
Shell Asset Management Co2,297$23.9 萬0.01%
BancorpSouth Bank2,209$23.0 萬0.02%
Boothbay Fund Management, LLC2,197$22.9 萬0.01%
Osborne Partners Capital Management, LLC2,162$22.5 萬0.01%
BKM Wealth Management, LLC2,130$22.2 萬0.09%
Werba Rubin Papier Wealth Management2,118$22.1 萬0.05%
Lantz Financial LLC2,112$22.0 萬0.06%
Krane Funds Advisors LLC2,111$22.0 萬0.01%

清倉機構(108 家)

2024 年第 2 季季末持有 Morgan Stanley、2024 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 108 家。

2024 年第 3 季清倉 MS 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Ontario Teachers Pension Plan Board1,791,472$1.74 億
Zurich Insurance Group Ltd451,180$4,385 萬
Trexquant Investment LP280,773$2,729 萬
HRT Financial LP252,956$2,458 萬
Quadrature Capital Ltd234,262$2,277 萬
Cubist Systematic Strategies, LLC176,460$1,715 萬
Walleye Trading LLC164,911$1,603 萬
ExodusPoint Capital Management, LP155,144$1,508 萬
APG Asset Management N.V.152,992$1,387 萬
Svenska Handelsbanken AB (publ)114,745$1,080 萬
Element Capital Management LLC110,048$1,070 萬
Lighthouse Investment Partners, LLC98,806$960.3 萬
Rokos Capital Management LLP84,301$819.2 萬
Carlson Capital L P67,600$657.0 萬
Strategic Financial Concepts, LLC52,591$633.7 萬
Seven Eight Capital, LP55,705$541.4 萬
CAPROCK Group, Inc.44,336$430.9 萬
Point72 Hong Kong Ltd41,791$406.2 萬
Engineers Gate Manager LP38,609$375.2 萬
Surience Private Wealth LLC38,161$370.9 萬
Neo Ivy Capital Management38,092$370.2 萬
SPX Equities Gestao de Recursos Ltda34,500$335.3 萬
Infrastructure Capital Advisors, LLC31,847$309.5 萬
SYSTM Wealth Solutions LLC26,625$258.8 萬
International Assets Investment Management, LLC817,081$239.7 萬
Simplicity Wealth,LLC24,414$237.3 萬
Nebula Research & Development LLC22,755$221.2 萬
Qsemble Capital Management, LP19,989$194.3 萬
IMC-Chicago, LLC17,398$169.1 萬
Symmetry Partners, LLC16,365$159.1 萬
Boston Private Wealth LLC15,462$150.3 萬
Cramer Rosenthal McGlynn LLC15,145$147.2 萬
Paloma Partners Management Co10,560$102.6 萬
Glaxis Capital Management, LLC10,000$97.2 萬
PEAK6 Investments LLC8,865$86.2 萬
Headlands Technologies LLC8,478$82.4 萬
Laurion Capital Management LP8,162$79.3 萬
Sciencast Management LP7,257$70.5 萬
Alpine Global Management, LLC6,500$63.2 萬
Point72 Asia (Singapore) Pte. Ltd.6,403$62.2 萬
Two Sigma Advisers, LP5,400$52.5 萬
CTC Alternative Strategies, Ltd.5,200$50.5 萬
GM Advisory Group, Inc.4,850$47.1 萬
Nottingham Advisors, Inc.4,784$46.5 萬
Marex Group plc4,644$45.1 萬
Suvretta Capital Management, LLC4,611$44.8 萬
GFG Capital, LLC4,400$42.8 萬
Fox Run Management, L.L.C.4,229$41.1 萬
Corton Capital Inc.4,168$40.5 萬
Triad Wealth Partners, LLC4,136$40.2 萬
Point72 (DIFC) Ltd4,062$39.5 萬
Pekin Hardy Strauss, Inc.4,060$39.5 萬
Redhawk Wealth Advisors, Inc.3,891$37.8 萬
Allstate Corp3,884$37.7 萬
Lake Street Financial LLC3,862$37.5 萬
Overbrook Management Corp3,764$36.6 萬
ClearAlpha Technologies LP3,231$31.4 萬
Viawealth, LLC2,980$29.0 萬
Balboa Wealth Partners2,946$28.6 萬
Pure Financial Advisors, Inc.2,921$28.4 萬
Stiles Financial Services Inc2,910$28.3 萬
3Chopt Investment Partners, LLC2,907$28.3 萬
Duff & Phelps Investment Management Co2,885$28.0 萬
Ameritas Advisory Services, LLC2,799$27.2 萬
Phoenix Holdings Ltd.2,719$26.4 萬
Crewe Advisors LLC2,690$26.1 萬
Formidable Asset Management, LLC2,531$24.6 萬
Alpha Cubed Investments, LLC2,507$24.4 萬
Midland Wealth Advisors LLC2,456$23.9 萬
Vantage Consulting Group Inc2,439$23.7 萬
Reliant Investment Management, LLC2,405$23.4 萬
ISAM Funds (UK) Ltd2,392$23.2 萬
Numerai GP LLC2,389$23.2 萬
Oxford Asset Management LLP2,298$22.3 萬
J. W. Coons Advisors, LLC2,121$20.6 萬
Garden State Investment Advisory Services LLC2,106$20.5 萬
Mirabaud & Cie SA2,090$20.3 萬
Beacon Financial Advisory LLC2,080$20.2 萬
Ibex Wealth Advisors1,702$16.5 萬
Rational Advisors LLC1,677$16.3 萬
Redwood Wealth Management Group, LLC1,467$14.3 萬
Roble, Belko & Company, Inc1,405$13.7 萬
Cultivar Capital, Inc.1,111$10.8 萬
Cypress Capital, LLC847$8.23 萬
WD Rutherford LLC715$6.95 萬
America First Investment Advisors, LLC556$5.40 萬
Newbridge Financial Services Group, Inc.500$4.86 萬
Quarry LP433$4.21 萬
Lynx Investment Advisory313$3.05 萬
Opal Wealth Advisors, LLC257$2.50 萬
VisionPoint Advisory Group, LLC254$2.47 萬
Wetzel Investment Advisors, Inc.259$2.44 萬
Kimelman & Baird, LLC175$1.70 萬
RFP Financial Group LLC149$1.45 萬
Great Lakes Retirement, Inc.135$1.31 萬
Kelly Financial Services LLC134$1.31 萬
Fairway Wealth LLC109$1.06 萬
Hantz Financial Services, Inc.104$1.00 萬
LGT Financial Advisors LLC95$9,233
Unique Wealth Strategies, LLC83$7,815

尚未申報 2024 年第 3 季的機構(23 家)

2024 年第 2 季季末持有 Morgan Stanley、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 2 季持有 MS、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.84,368,261$82.0 億
Ofi Invest Asset Management339,348$3,077 萬
Susquehanna Fundamental Investments, LLC206,066$2,003 萬
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)201,333$1,957 萬
Payden & Rygel Investment Group192,800$1,874 萬
Heritage Trust Co64,694$628.8 萬
Institutional & Family Asset Management, LLC46,631$453.2 萬
Clear Rock Advisors, LLC25,783$250.6 萬
Benjamin F. Edwards & Company, Inc.17,619$171.3 萬
Abbrea Capital, LLC10,743$104.4 萬
Vantage Financial Partners Ltd., Inc.7,450$72.4 萬
Hyman Charles D7,188$69.9 萬
Gratus Capital LLC6,102$59.3 萬
Buckingham Strategic Wealth, LLC6,094$59.2 萬
Emfo, LLC4,000$38.9 萬
Relative Value Partners Group, LLC3,862$37.5 萬
Bank Pictet & Cie (Asia) Ltd3,792$36.9 萬
Farmers National Bank3,670$35.7 萬
Hoylecohen, LLC3,632$35.3 萬
Girard Partners Ltd.2,677$26.0 萬
Hall Capital Management Co Inc2,426$23.6 萬
JJJ Advisors Inc.206$2.00 萬
Sofos Investments, Inc.13$1,263