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 |
|---|---|---|---|---|---|
| Lorne Steinberg Wealth Management Inc. | 52,333 | $545.5 萬 | 1.58% | −330−0.6% | 減碼 |
| Moran Wealth Management, LLC | 52,465 | $546.9 萬 | 0.17% | −373−0.7% | 減碼 |
| Old Second National Bank of Aurora | 53,265 | $555.2 萬 | 1.34% | −990−1.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 53,276 | $555.4 萬 | 0.00% | −15,355−22.4% | 減碼 |
| Massmutual Trust Co FSB | 53,442 | $557.1 萬 | 0.16% | +49+0.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,433 | $567.4 萬 | 0.09% | +110.0% | 加碼 |
| Loomis Sayles & Co L P | 54,496 | $568.1 萬 | 0.01% | +20,871+62.1% | 加碼 |
| Huntington National Bank | 55,108 | $574.4 萬 | 0.04% | −568−1.0% | 減碼 |
| Geller Advisors LLC | 55,488 | $578.4 萬 | 0.40% | −864−1.5% | 減碼 |
| First Hawaiian Bank | 55,664 | $580.2 萬 | 0.19% | −1,597−2.8% | 減碼 |
| Aureus Asset Management, LLC | 57,159 | $595.8 萬 | 0.39% | +617+1.1% | 加碼 |
| Steel Peak Wealth Management LLC | 57,338 | $597.7 萬 | 0.26% | +35,852+166.9% | 加碼 |
| Tradewinds, LLC. | 57,814 | $602.7 萬 | 1.86% | +2,662+4.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 57,933 | $603.9 萬 | 0.06% | +11,149+23.8% | 加碼 |
| Xcel Wealth Management, LLC | 58,115 | $605.8 萬 | 1.77% | −160−0.3% | 減碼 |
| Becker Capital Management Inc | 58,649 | $611.4 萬 | 0.20% | +43+0.1% | 加碼 |
| NEOS Investment Management LLC | 58,826 | $613.2 萬 | 0.19% | +12,180+26.1% | 加碼 |
| Cunning Capital Partners, LP | 58,878 | $613.7 萬 | 3.25% | 00.0% | 不變 |
| Synovus Financial Corp | 59,758 | $622.9 萬 | 0.07% | +5,024+9.2% | 加碼 |
| Spectrum Wealth Counsel, LLC | 60,845 | $634.2 萬 | 0.75% | +60,845 | 新進 |
| Principal Street Partners, LLC | 61,053 | $635.6 萬 | 1.04% | −17,895−22.7% | 減碼 |
| New Mexico Educational Retirement Board | 61,210 | $638.1 萬 | 0.22% | −2,500−3.9% | 減碼 |
| Foundations Investment Advisors, LLC | 61,380 | $639.8 萬 | 0.13% | +8,610+16.3% | 加碼 |
| Coldstream Capital Management Inc | 61,101 | $643.0 萬 | 0.14% | +2,826+4.8% | 加碼 |
| Assenagon Asset Management S.A. | 62,267 | $649.1 萬 | 0.01% | +5,502+9.7% | 加碼 |
| Private Wealth Partners, LLC | 62,395 | $650.4 萬 | 0.52% | +2,660+4.5% | 加碼 |
| White Pine Investment CO | 63,955 | $666.7 萬 | 1.83% | −1,332−2.0% | 減碼 |
| Investment Management Corp of Ontario | 64,353 | $670.8 萬 | 0.15% | +13,100+25.6% | 加碼 |
| Groupama Asset Managment | 80,587 | $674.4 萬 | 0.18% | −8,080−9.1% | 減碼 |
| Liontrust Investment Partners LLP | 70,000 | $680.3 萬 | 0.10% | 00.0% | 不變 |
| Omers Administration Corp | 65,353 | $681.2 萬 | 0.06% | −19,200−22.7% | 減碼 |
| Argent Financial Group, Inc. | 65,889 | $686.8 萬 | 0.82% | +65,889 | 新進 |
| Empowered Funds, LLC | 65,907 | $687.0 萬 | 0.11% | +20,160+44.1% | 加碼 |
| DCM Advisors, LLC | 65,962 | $687.6 萬 | 3.46% | +105+0.2% | 加碼 |
| Iowa State Bank | 66,250 | $690.6 萬 | 1.42% | +530+0.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 66,327 | $691.4 萬 | 0.06% | +14,369+27.7% | 加碼 |
| Albion Financial Group | 66,467 | $692.9 萬 | 0.48% | −64−0.1% | 減碼 |
| Jane Street Group, LLC | 66,697 | $695.2 萬 | 0.01% | −549,004−89.2% | 減碼 |
| Thrivent Financial for Lutherans | 66,871 | $697.1 萬 | 0.01% | +497+0.7% | 加碼 |
| Maryland State Retirement & Pension System | 66,951 | $697.9 萬 | 0.15% | −23,538−26.0% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 67,034 | $698.8 萬 | 1.66% | +915+1.4% | 加碼 |
| Hartline Investment Corp | 67,174 | $700.2 萬 | 0.87% | +34,829+107.7% | 加碼 |
| Baugh & Associates, LLC | 69,785 | $702.8 萬 | 3.62% | +629+0.9% | 加碼 |
| GLOBALT Investments LLC | 68,062 | $709.5 萬 | 0.27% | +29,783+77.8% | 加碼 |
| Montag A & Associates Inc | 68,096 | $709.8 萬 | 0.34% | +70+0.1% | 加碼 |
| Securian Asset Management, Inc | 68,900 | $718.2 萬 | 0.21% | −3,054−4.2% | 減碼 |
| Lido Advisors, LLC | 69,249 | $721.9 萬 | 0.05% | +3,762+5.7% | 加碼 |
| Hennessy Advisors Inc | 69,500 | $724.5 萬 | 0.23% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 70,096 | $729.8 萬 | 0.04% | +17,157+32.4% | 加碼 |
| Louisiana State Employees Retirement System | 70,100 | $730.7 萬 | 0.13% | −700−1.0% | 減碼 |
| Core Alternative Capital | 70,449 | $734.4 萬 | 1.42% | −8,834−11.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 70,500 | $734.9 萬 | 0.01% | −584,281−89.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 70,638 | $736.3 萬 | 0.04% | +138+0.2% | 加碼 |
| Burns J W & Co Inc | 71,103 | $741.2 萬 | 0.96% | −1,169−1.6% | 減碼 |
| Cyrus J. Lawrence, LLC | 71,109 | $741.2 萬 | 1.45% | −925−1.3% | 減碼 |
| Orbis Allan Gray Ltd | 71,672 | $747.1 萬 | 0.04% | +51,872+262.0% | 加碼 |
| Ci Investments Inc. | 71,895 | $749.4 萬 | 0.03% | +7,014+10.8% | 加碼 |
| Amica Mutual Insurance Co | 73,035 | $761.3 萬 | 0.74% | −6,468−8.1% | 減碼 |
| Private Advisor Group, LLC | 73,405 | $765.2 萬 | 0.05% | +1,408+2.0% | 加碼 |
| Flputnam Investment Management Co | 73,553 | $766.7 萬 | 0.14% | +6,702+10.0% | 加碼 |
| Oliver Luxxe Assets LLC | 73,783 | $769.1 萬 | 1.37% | +158+0.2% | 加碼 |
| TownSquare Capital, LLC | 73,872 | $770.0 萬 | 0.09% | +6,303+9.3% | 加碼 |
| Banque Cantonale Vaudoise | 74,309 | $774.5 萬 | 0.32% | +10,403+16.3% | 加碼 |
| Colony Group, LLC | 74,768 | $779.4 萬 | 0.03% | −247,268−76.8% | 減碼 |
| Hudson Valley Investment Advisors Inc | 74,960 | $781.4 萬 | 0.86% | −699−0.9% | 減碼 |
| Greenwood Capital Associates LLC | 74,976 | $781.5 萬 | 1.02% | −2,492−3.2% | 減碼 |
| Hourglass Capital, LLC | 75,372 | $785.7 萬 | 2.19% | −1,760−2.3% | 減碼 |
| Leuthold Group, LLC | 76,523 | $797.7 萬 | 0.89% | +9,695+14.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 76,989 | $802.5 萬 | 2.80% | +677+0.9% | 加碼 |
| Socorro Asset Management LP | 77,029 | $803.0 萬 | 3.05% | −17,356−18.4% | 減碼 |
| German American Bancorp, Inc. | 77,420 | $807.0 萬 | 0.85% | +5,738+8.0% | 加碼 |
| Integrated Advisors Network LLC | 78,091 | $814.0 萬 | 0.39% | +1,158+1.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 78,145 | $814.6 萬 | 0.14% | +23,179+42.2% | 加碼 |
| Hartford Investment Management Co | 78,405 | $817.3 萬 | 0.27% | −1,816−2.3% | 減碼 |
| Baxter Bros Inc | 78,417 | $817.4 萬 | 1.06% | +5,193+7.1% | 加碼 |
| Avitas Wealth Management LLC | 78,680 | $820.2 萬 | 1.15% | +1,110+1.4% | 加碼 |
| McGuire Investment Group, LLC | 80,172 | $835.7 萬 | 1.18% | −1,523−1.9% | 減碼 |
| Mizuho Securities USA LLC | 80,781 | $842.1 萬 | 0.18% | −15,702−16.3% | 減碼 |
| Calamos Wealth Management LLC | 81,801 | $852.7 萬 | 0.44% | +493+0.6% | 加碼 |
| Castleark Management LLC | 81,820 | $852.9 萬 | 0.35% | +81,820 | 新進 |
| Advisors Asset Management, Inc. | 81,966 | $854.4 萬 | 0.16% | −2,756−3.3% | 減碼 |
| D.A. Davidson & Co. | 82,300 | $857.9 萬 | 0.07% | +3,311+4.2% | 加碼 |
| Balyasny Asset Management LLC | 82,822 | $863.3 萬 | 0.02% | +29,802+56.2% | 加碼 |
| Advocate Group LLC | 84,365 | $879.4 萬 | 1.59% | +1,557+1.9% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 84,986 | $885.9 萬 | 0.87% | +2,144+2.6% | 加碼 |
| Allianz SE | 85,377 | $890.0 萬 | 0.24% | +10,971+14.7% | 加碼 |
| Toroso Investments, LLC | 85,446 | $890.7 萬 | 0.10% | +5,135+6.4% | 加碼 |
| Kentucky Retirement Systems | 86,786 | $904.7 萬 | 0.27% | −7,513−8.0% | 減碼 |
| Financial Counselors Inc | 88,279 | $920.2 萬 | 0.14% | +7,354+9.1% | 加碼 |
| Cornerstone Advisors, LLC | 88,800 | $925.7 萬 | 0.37% | +4,000+4.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 89,203 | $929.9 萬 | 0.59% | −13,150−12.8% | 減碼 |
| Brinker Capital Investments, LLC | 89,436 | $932.3 萬 | 0.09% | −2,728−3.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 89,436 | $932.3 萬 | 0.09% | −2,728−3.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 89,863 | $936.7 萬 | 0.65% | +38,720+75.7% | 加碼 |
| Eagle Capital Management LLC | 90,734 | $945.8 萬 | 0.04% | −11,037−10.8% | 減碼 |
| Banco Santander, S.A. | 90,891 | $947.4 萬 | 0.11% | −1,225−1.3% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $959.0 萬 | 0.84% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 92,917 | $968.6 萬 | 0.02% | +3,855+4.3% | 加碼 |
| Fiduciary Alliance LLC | 93,288 | $972.4 萬 | 1.29% | +10,773+13.1% | 加碼 |
| Illinois Municipal Retirement Fund | 94,462 | $984.7 萬 | 0.14% | +175+0.2% | 加碼 |