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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 2,533 | $26.4 萬 | 0.10% | +47+1.9% | 加碼 |
| Safeguard Financial, LLC | 2,533 | $26.4 萬 | 0.06% | +215+9.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 2,537 | $26.4 萬 | 0.02% | +55+2.2% | 加碼 |
| True North Advisors, LLC | 2,540 | $26.5 萬 | 0.07% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,551 | $26.6 萬 | 0.05% | +104+4.3% | 加碼 |
| Michael B. Yongue | 2,553 | $26.6 萬 | 0.21% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 2,555 | $26.6 萬 | 0.03% | −82−3.1% | 減碼 |
| Strategy Asset Managers LLC | 2,571 | $26.8 萬 | 0.05% | −12,131−82.5% | 減碼 |
| Enterprise Financial Services Corp | 2,573 | $26.8 萬 | 0.16% | −225−8.0% | 減碼 |
| BLB&B Advisors, LLC | 2,575 | $26.8 萬 | 0.01% | −192−6.9% | 減碼 |
| AA Financial Advisors, LLC | 2,579 | $26.9 萬 | 0.08% | 00.0% | 不變 |
| Sandy Spring Bank | 2,585 | $26.9 萬 | 0.01% | −86−3.2% | 減碼 |
| Accredited Investors Inc. | 2,589 | $27.0 萬 | 0.02% | +6+0.2% | 加碼 |
| River Wealth Advisors LLC | 2,590 | $27.0 萬 | 0.04% | +114+4.6% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,590 | $27.0 萬 | 0.11% | +2,590 | 新進 |
| CVA Family Office, LLC | 2,594 | $27.0 萬 | 0.04% | −69−2.6% | 減碼 |
| Howard Financial Services, Ltd. | 2,600 | $27.1 萬 | 0.04% | +9+0.3% | 加碼 |
| Versor Investments LP | 2,600 | $27.1 萬 | 0.04% | −3,522−57.5% | 減碼 |
| InTrack Investment Management Inc | 2,600 | $27.1 萬 | 0.19% | −33−1.3% | 減碼 |
| Naviter Wealth, LLC | 2,600 | $27.1 萬 | 0.04% | +2,600 | 新進 |
| Jamison Private Wealth Management, Inc. | 2,601 | $27.1 萬 | 0.04% | +1,479+131.8% | 加碼 |
| Cardinal Point Capital Management, ULC | 2,607 | $27.2 萬 | 0.05% | +2,607 | 新進 |
| Wealthcare Advisory Partners LLC | 2,619 | $27.3 萬 | 0.01% | +201+8.3% | 加碼 |
| Willow Creek Wealth Management Inc. | 2,619 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 2,620 | $27.3 萬 | 0.07% | +20+0.8% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,626 | $27.4 萬 | 0.03% | −2−0.1% | 減碼 |
| Financial Advocates Investment Management | 2,627 | $27.4 萬 | 0.02% | +2,627 | 新進 |
| Royal Fund Management, LLC | 2,628 | $27.4 萬 | 0.02% | +2,628 | 新進 |
| Hurlow Wealth Management Group, Inc. | 2,630 | $27.4 萬 | 0.09% | 00.0% | 不變 |
| Equitable Trust Co | 2,637 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Legacy Edge Advisors, LLC | 2,640 | $27.5 萬 | 0.04% | −203−7.1% | 減碼 |
| Canvas Wealth Advisors, LLC | 2,644 | $27.6 萬 | 0.08% | +499+23.3% | 加碼 |
| Harbour Investments, Inc. | 2,645 | $27.6 萬 | 0.01% | −103−3.7% | 減碼 |
| Wallace Advisory Group, LLC | 2,841 | $27.6 萬 | 0.20% | −88−3.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 2,328 | $27.7 萬 | 0.07% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 2,661 | $27.7 萬 | 0.16% | +399+17.6% | 加碼 |
| TFB Advisors LLC | 2,662 | $27.7 萬 | 0.08% | +99+3.9% | 加碼 |
| Aspen Wealth Strategies, LLC | 2,662 | $27.7 萬 | 0.18% | +2,662 | 新進 |
| PFG Advisors | 2,662 | $27.8 萬 | 0.02% | −351−11.6% | 減碼 |
| Cornerstone Advisory, LLC | 2,663 | $27.8 萬 | 0.04% | +21+0.8% | 加碼 |
| N.E.W. Advisory Services LLC | 2,668 | $27.8 萬 | 0.03% | +222+9.1% | 加碼 |
| St Germain D J Co Inc | 2,670 | $27.8 萬 | 0.01% | +43+1.6% | 加碼 |
| EntryPoint Capital, LLC | 2,687 | $28.0 萬 | 0.16% | −48−1.8% | 減碼 |
| Broadleaf Partners, LLC | 2,719 | $28.3 萬 | 0.07% | 00.0% | 不變 |
| Eagle Strategies LLC | 2,723 | $28.4 萬 | 0.05% | −114−4.0% | 減碼 |
| Paulson Wealth Management Inc. | 2,727 | $28.4 萬 | 0.08% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 2,731 | $28.5 萬 | 0.06% | +87+3.3% | 加碼 |
| Diversified, LLC | 2,740 | $28.6 萬 | 0.03% | +22+0.8% | 加碼 |
| Diversified Enterprises, LLC | 2,740 | $28.6 萬 | 0.03% | +2,740 | 新進 |
| Jackson Square Capital, LLC | 2,741 | $28.6 萬 | 0.07% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 2,744 | $28.6 萬 | 0.05% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 2,745 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 2,756 | $28.7 萬 | 0.00% | −68−2.4% | 減碼 |
| Sunpointe, LLC | 2,759 | $28.8 萬 | 0.24% | +2,759 | 新進 |
| Wilkinson Global Asset Management LLC | 2,774 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| B&L Asset Management LLC | 2,775 | $28.9 萬 | 0.18% | +2,775 | 新進 |
| Eisler Capital (US) LLC | 2,778 | $29.0 萬 | 0.05% | −15,985−85.2% | 減碼 |
| Invenio Wealth Partners LLC | 2,778 | $29.0 萬 | 0.13% | +90+3.3% | 加碼 |
| Allegheny Financial Group LTD | 2,779 | $29.0 萬 | 0.07% | +379+15.8% | 加碼 |
| Everpar Advisors LLC | 2,784 | $29.0 萬 | 0.15% | −1,986−41.6% | 減碼 |
| Aspiriant, LLC | 2,788 | $29.1 萬 | 0.01% | −246−8.1% | 減碼 |
| Thrive Wealth Management, LLC | 2,793 | $29.1 萬 | 0.05% | −63−2.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 2,802 | $29.2 萬 | 0.06% | +212+8.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,808 | $29.3 萬 | 0.07% | −12−0.4% | 減碼 |
| Cercano Management LLC | 2,812 | $29.3 萬 | 0.01% | +2,812 | 新進 |
| Key Financial Inc | 2,817 | $29.4 萬 | 0.06% | +22+0.8% | 加碼 |
| Kingfisher Capital LLC | 2,826 | $29.5 萬 | 0.07% | 00.0% | 不變 |
| Laffer Tengler Investments | 2,826 | $29.5 萬 | 0.06% | 00.0% | 不變 |
| Kennebec Savings Bank | 2,827 | $29.5 萬 | 0.29% | +2,827 | 新進 |
| Fiducient Advisors LLC | 2,828 | $29.5 萬 | 0.03% | −321−10.2% | 減碼 |
| Lion Street Advisors, LLC | 2,830 | $29.5 萬 | 0.10% | −39−1.4% | 減碼 |
| Cohen & Steers, Inc. | 2,853 | $29.7 萬 | 0.00% | −633−18.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 2,853 | $29.7 萬 | 0.07% | −10.0% | 減碼 |
| Advus Financial Partners, LLC | 2,861 | $29.8 萬 | 0.09% | −145−4.8% | 減碼 |
| Titleist Asset Management, LLC | 2,870 | $29.9 萬 | 0.04% | −1,246−30.3% | 減碼 |
| Optas, LLC | 2,871 | $29.9 萬 | 0.07% | +568+24.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 2,883 | $30.2 萬 | 0.01% | +2,883 | 新進 |
| Auxano Advisors, LLC | 2,902 | $30.3 萬 | 0.08% | +177+6.5% | 加碼 |
| American State Bank (Iowa) | 2,908 | $30.3 萬 | 0.18% | 00.0% | 不變 |
| Fulcrum Capital LLC | 2,921 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 2,926 | $30.5 萬 | 0.01% | +166+6.0% | 加碼 |
| Pathway Financial Advisors LLC | 2,928 | $30.5 萬 | 0.08% | +190+6.9% | 加碼 |
| Seven Mile Advisory | 2,941 | $30.7 萬 | 0.20% | +55+1.9% | 加碼 |
| McLean Asset Management Corp | 2,846 | $30.7 萬 | 0.09% | +6+0.2% | 加碼 |
| Lane & Associates LLC | 2,951 | $30.8 萬 | 0.17% | +2,951 | 新進 |
| Associated Banc-Corp | 2,956 | $30.8 萬 | 0.01% | −81−2.7% | 減碼 |
| Blue Fin Capital, Inc. | 2,965 | $30.9 萬 | 0.06% | 00.0% | 不變 |
| FDx Advisors, Inc. | 2,973 | $31.0 萬 | 0.08% | +2,973 | 新進 |
| Summit Wealth Group, LLC | 2,983 | $31.1 萬 | 0.09% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 2,984 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,521 | $31.2 萬 | 0.00% | +657+35.2% | 加碼 |
| Circle Wealth Management, LLC | 2,990 | $31.2 萬 | 0.01% | −176−5.6% | 減碼 |
| Tritonpoint Wealth, LLC | 2,999 | $31.2 萬 | 0.03% | −45−1.5% | 減碼 |
| Five Oceans Advisors | 2,997 | $31.2 萬 | 0.15% | +10.0% | 加碼 |
| Spirit of America Management Corp | 3,000 | $31.3 萬 | 0.06% | 00.0% | 不變 |
| TCFG Wealth Management, LLC | 3,003 | $31.3 萬 | 0.16% | +3,003 | 新進 |
| Paradigm Financial Partners, LLC | 2,360 | $31.3 萬 | 0.04% | +2,360 | 新進 |
| Park Edge Advisors, LLC | 3,011 | $31.4 萬 | 0.09% | +22+0.7% | 加碼 |
| Silver Coast Investments LLC | 3,012 | $31.4 萬 | 0.12% | −160−5.0% | 減碼 |
| Zhang Financial LLC | 3,016 | $31.4 萬 | 0.02% | −78−2.5% | 減碼 |