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 3 季 13F 持有人
Morgan Stanley 在 2024/9/30 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
- 1,875
- 較 2024 年第 2 季 +69 家
- 持有股數
- 13.5 億
- 較 2024 年第 2 季 +8,805 萬 (+7.0%)
- 總市值
- $1,411 億
- 較 2024 年第 2 季 +$182.4 億 (+14.8%)
- 新進機構
- 177
- 另有 764 家加碼
- 清倉機構
- 108
- 另有 660 家減碼
另有 23 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alaethes Wealth LLC | 22,523 | $234.8 萬 | 0.87% | +779+3.6% | 加碼 |
| Insigneo Advisory Services, LLC | 22,545 | $235.0 萬 | 0.24% | −2,275−9.2% | 減碼 |
| Richard P Slaughter Associates Inc | 22,567 | $235.2 萬 | 0.55% | −673−2.9% | 減碼 |
| Two Sigma Investments, LP | 22,600 | $235.6 萬 | 0.01% | +5,123+29.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 22,602 | $235.6 萬 | 0.11% | −6,036−21.1% | 減碼 |
| D L Carlson Investment Group Inc | 22,782 | $237.5 萬 | 0.43% | −719−3.1% | 減碼 |
| Benjamin Edwards Inc | 22,872 | $238.4 萬 | 0.03% | +22,150+3,067.9% | 加碼 |
| Venture Visionary Partners LLC | 22,949 | $239.2 萬 | 0.10% | −1,609−6.6% | 減碼 |
| Lake Street Advisors Group, LLC | 23,088 | $240.7 萬 | 0.11% | −12,274−34.7% | 減碼 |
| Pitcairn Co | 23,168 | $241.5 萬 | 0.14% | −11,580−33.3% | 減碼 |
| Capital Asset Advisory Services LLC | 22,486 | $241.7 萬 | 0.12% | −301−1.3% | 減碼 |
| Griffin Asset Management, Inc. | 23,343 | $243.3 萬 | 0.27% | −212−0.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 23,454 | $244.5 萬 | 0.09% | −1,410−5.7% | 減碼 |
| Trust Co of Toledo NA | 23,469 | $244.6 萬 | 0.33% | +2,935+14.3% | 加碼 |
| TrueMark Investments, LLC | 23,480 | $244.8 萬 | 0.79% | −9,485−28.8% | 減碼 |
| Arcus Capital Partners, LLC | 23,538 | $245.4 萬 | 0.89% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 23,582 | $245.8 萬 | 0.16% | −1,957−7.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 23,635 | $246.4 萬 | 0.50% | +5,261+28.6% | 加碼 |
| Wolff Wiese Magana LLC | 23,694 | $247.0 萬 | 1.69% | +361+1.5% | 加碼 |
| FORA Capital, LLC | 23,740 | $247.5 萬 | 0.29% | +23,740 | 新進 |
| Horizon Investments, LLC | 24,113 | $249.4 萬 | 0.07% | +5,882+32.3% | 加碼 |
| Park Avenue Securities LLC | 23,932 | $249.5 萬 | 0.03% | −2,461−9.3% | 減碼 |
| Signaturefd, LLC | 24,016 | $250.3 萬 | 0.05% | −537−2.2% | 減碼 |
| Vestcor Inc | 24,029 | $250.5 萬 | 0.08% | +903+3.9% | 加碼 |
| La Banque Postale Asset Management SA | 24,045 | $250.6 萬 | 0.04% | +1,005+4.4% | 加碼 |
| Leonteq Securities AG | 24,068 | $250.9 萬 | 0.30% | +8,424+53.8% | 加碼 |
| HTLF Bank | 24,131 | $251.5 萬 | 0.27% | −555−2.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 24,442 | $254.8 萬 | 0.14% | −899−3.5% | 減碼 |
| Community Bank, N.A. | 24,520 | $255.6 萬 | 0.32% | −650−2.6% | 減碼 |
| Stolper Co | 24,532 | $255.7 萬 | 0.84% | −256−1.0% | 減碼 |
| Northeast Investment Management | 24,589 | $256.3 萬 | 0.11% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 24,880 | $259.3 萬 | 0.11% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 25,000 | $260.6 萬 | 0.18% | −10.0% | 減碼 |
| Hunter Associates Investment Management LLC | 25,122 | $261.9 萬 | 0.41% | −280−1.1% | 減碼 |
| PGGM Investments | 25,199 | $262.7 萬 | 0.03% | +11,956+90.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 25,341 | $264.2 萬 | 0.35% | −40−0.2% | 減碼 |
| Paradigm Asset Management Co LLC | 25,400 | $264.8 萬 | 0.69% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 25,478 | $265.6 萬 | 0.09% | −338−1.3% | 減碼 |
| Transcend Wealth Collective, LLC | 25,626 | $267.1 萬 | 0.18% | −814−3.1% | 減碼 |
| Palisade Asset Management, LLC | 25,714 | $268.0 萬 | 0.26% | +993+4.0% | 加碼 |
| Glass Wealth Management Co LLC | 25,783 | $268.8 萬 | 1.49% | +1,088+4.4% | 加碼 |
| HCR Wealth Advisors | 25,806 | $269.0 萬 | 0.35% | +710+2.8% | 加碼 |
| Bouvel Investment Partners, LLC | 25,924 | $270.2 萬 | 1.02% | +153+0.6% | 加碼 |
| Jones Financial Companies LLLP | 26,028 | $271.0 萬 | 0.00% | +14,765+131.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 26,250 | $273.6 萬 | 0.04% | −548−2.0% | 減碼 |
| MainStreet Investment Advisors LLC | 26,264 | $273.8 萬 | 0.36% | −9,287−26.1% | 減碼 |
| Dimension Capital Management LLC | 26,270 | $273.8 萬 | 0.52% | 00.0% | 不變 |
| Diversified Trust Co | 26,280 | $273.9 萬 | 0.07% | −823−3.0% | 減碼 |
| Next Level Private LLC | 26,303 | $274.2 萬 | 1.12% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 26,433 | $275.5 萬 | 0.24% | +11,626+78.5% | 加碼 |
| Aspen Grove Capital, LLC | 26,451 | $275.7 萬 | 0.61% | +100+0.4% | 加碼 |
| Interval Partners, LP | 26,471 | $275.9 萬 | 0.08% | −38,232−59.1% | 減碼 |
| Culbertson A N & Co Inc | 26,579 | $277.1 萬 | 0.45% | +1,289+5.1% | 加碼 |
| Eagle Asset Management Inc | 21,442 | $277.7 萬 | 0.01% | +5,155+31.7% | 加碼 |
| Equitable Holdings, Inc. | 26,685 | $278.2 萬 | 0.03% | −3,260−10.9% | 減碼 |
| StoneX Group Inc. | 26,688 | $278.2 萬 | 0.20% | +5,448+25.6% | 加碼 |
| Lipe & Dalton | 26,722 | $278.5 萬 | 1.41% | −298−1.1% | 減碼 |
| Capstone Investment Advisors, LLC | 26,814 | $279.5 萬 | 0.05% | −695−2.5% | 減碼 |
| Capital International Ltd | 27,065 | $282.1 萬 | 0.12% | −287−1.0% | 減碼 |
| Burney Co | 27,074 | $282.2 萬 | 0.10% | +2,828+11.7% | 加碼 |
| Americana Partners, LLC | 27,089 | $282.4 萬 | 0.19% | −718−2.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 27,305 | $284.6 萬 | 0.12% | +131+0.5% | 加碼 |
| Perigon Wealth Management, LLC | 27,477 | $286.4 萬 | 0.08% | +9,751+55.0% | 加碼 |
| Bleakley Financial Group, LLC | 27,543 | $287.1 萬 | 0.09% | +3,042+12.4% | 加碼 |
| Meyer Handelman Co | 27,798 | $289.8 萬 | 0.10% | −444−1.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 27,890 | $290.7 萬 | 0.04% | +2,316+9.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,497 | $291.9 萬 | 0.03% | +367+1.5% | 加碼 |
| Ritholtz Wealth Management | 28,262 | $294.6 萬 | 0.09% | −384−1.3% | 減碼 |
| Epoch Investment Partners, Inc. | 28,461 | $296.7 萬 | 0.01% | +257+0.9% | 加碼 |
| Davenport & Co LLC | 28,488 | $297.0 萬 | 0.02% | +18,892+196.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 28,489 | $297.0 萬 | 0.04% | −2,733−8.8% | 減碼 |
| Gotham Asset Management, LLC | 28,585 | $298.0 萬 | 0.03% | +2,809+10.9% | 加碼 |
| Advisory Services Network, LLC | 30,696 | $298.3 萬 | 0.06% | 00.0% | 不變 |
| Skopos Labs, Inc. | 28,723 | $299.4 萬 | 0.99% | +721+2.6% | 加碼 |
| Arrow Financial Corp | 28,757 | $299.8 萬 | 0.28% | +585+2.1% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $302.7 萬 | 0.03% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 29,061 | $303.0 萬 | 0.08% | +4,432+18.0% | 加碼 |
| Salem Investment Counselors Inc | 29,408 | $306.5 萬 | 0.09% | −134−0.5% | 減碼 |
| Central Trust Co | 29,483 | $307.3 萬 | 0.07% | −7,458−20.2% | 減碼 |
| United Services Automobile Association | 29,636 | $308.9 萬 | 0.08% | −7,072−19.3% | 減碼 |
| Haverford Trust Co | 29,980 | $312.5 萬 | 0.03% | +174+0.6% | 加碼 |
| Gifford Fong Associates | 30,000 | $312.7 萬 | 0.78% | 00.0% | 不變 |
| National Asset Management, Inc. | 30,074 | $313.7 萬 | 0.09% | −940−3.0% | 減碼 |
| Quantitative Investment Management, LLC | 30,162 | $314.4 萬 | 0.31% | +30,162 | 新進 |
| Fidelis Capital Partners, LLC | 27,139 | $321.0 萬 | 0.38% | +120+0.4% | 加碼 |
| Brasada Capital Management, LP | 30,808 | $322.0 萬 | 0.56% | −8,275−21.2% | 減碼 |
| Mattson Financial Services, LLC | 33,861 | $329.1 萬 | 1.18% | −213−0.6% | 減碼 |
| ING Groep NV | 31,588 | $329.3 萬 | 0.02% | −88,090−73.6% | 減碼 |
| Congress Wealth Management LLC | 31,619 | $329.6 萬 | 0.04% | +22,293+239.0% | 加碼 |
| Apollon Wealth Management, LLC | 31,656 | $330.0 萬 | 0.09% | +1,258+4.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 31,746 | $330.9 萬 | 0.31% | −928−2.8% | 減碼 |
| Stephens Inc | 31,849 | $332.0 萬 | 0.05% | +1,972+6.6% | 加碼 |
| Greenleaf Trust | 31,875 | $332.3 萬 | 0.03% | +114+0.4% | 加碼 |
| Wetherby Asset Management Inc | 31,963 | $333.2 萬 | 0.15% | −281−0.9% | 減碼 |
| Fulton Bank, N.A. | 32,056 | $334.2 萬 | 0.13% | +6,078+23.4% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 32,290 | $336.6 萬 | 2.12% | −266−0.8% | 減碼 |
| Community Trust & Investment Co | 32,424 | $338.0 萬 | 0.21% | −705−2.1% | 減碼 |
| Clearstead Advisors, LLC | 32,561 | $339.4 萬 | 0.05% | −68−0.2% | 減碼 |
| Union Heritage Capital, LLC | 32,814 | $342.1 萬 | 1.26% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 32,959 | $343.6 萬 | 0.08% | −124−0.4% | 減碼 |