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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 4,938 | $51.5 萬 | 0.10% | −119−2.4% | 減碼 |
| Morningstar Investment Services LLC | 4,951 | $51.5 萬 | 0.01% | +742+17.6% | 加碼 |
| Register Financial Advisors LLC | 4,942 | $51.5 萬 | 0.26% | +3+0.1% | 加碼 |
| ASB Consultores, LLC | 4,944 | $51.5 萬 | 0.20% | −392−7.3% | 減碼 |
| Private Capital Management LLC | 4,945 | $51.5 萬 | 0.09% | +356+7.8% | 加碼 |
| L2 Asset Management, LLC | 4,952 | $51.6 萬 | 0.14% | +167+3.5% | 加碼 |
| Evernest Financial Advisors, LLC | 4,967 | $51.8 萬 | 0.14% | −80−1.6% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 4,979 | $51.9 萬 | 0.13% | +4,979 | 新進 |
| De Lisle Partners LLP | 5,000 | $52.1 萬 | 0.08% | +5,000 | 新進 |
| Vivaldi Capital Management, LLC | 5,006 | $52.2 萬 | 0.15% | −94−1.8% | 減碼 |
| Arcataur Capital Management LLC | 5,007 | $52.2 萬 | 0.18% | −5−0.1% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 5,046 | $52.6 萬 | 0.38% | +5,046 | 新進 |
| HBK Sorce Advisory LLC | 5,049 | $52.6 萬 | 0.02% | +547+12.2% | 加碼 |
| Addison Advisors LLC | 5,069 | $52.8 萬 | 0.15% | −119−2.3% | 減碼 |
| Strategic Financial Services, Inc, | 5,082 | $53.0 萬 | 0.03% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 5,085 | $53.0 萬 | 0.02% | +60+1.2% | 加碼 |
| BKD Wealth Advisors, LLC | 5,106 | $53.2 萬 | 0.01% | +133+2.7% | 加碼 |
| Hexagon Capital Partners LLC | 5,144 | $53.6 萬 | 0.10% | +50+1.0% | 加碼 |
| Rogco, LP | 5,155 | $53.7 萬 | 0.21% | −42−0.8% | 減碼 |
| Childress Capital Advisors, LLC | 5,163 | $53.8 萬 | 0.15% | +114+2.3% | 加碼 |
| Humankind Investments LLC | 5,177 | $54.0 萬 | 0.19% | +236+4.8% | 加碼 |
| Everhart Financial Group, Inc. | 5,205 | $54.3 萬 | 0.12% | +1,175+29.2% | 加碼 |
| SlateStone Wealth, LLC | 5,212 | $54.3 萬 | 0.05% | +191+3.8% | 加碼 |
| Integris Wealth Management, LLC | 5,231 | $54.5 萬 | 0.15% | 00.0% | 不變 |
| Marcum Wealth, LLC | 5,257 | $54.8 萬 | 0.05% | +505+10.6% | 加碼 |
| Johnson Investment Counsel Inc | 5,276 | $55.0 萬 | 0.01% | +2,265+75.2% | 加碼 |
| Pinnacle Financial Partners Inc | 5,313 | $55.4 萬 | 0.01% | +707+15.3% | 加碼 |
| Capital Square, LLC | 5,347 | $55.7 萬 | 0.34% | −412−7.2% | 減碼 |
| Peoples Bank | 5,349 | $55.8 萬 | 0.28% | +223+4.4% | 加碼 |
| Legacy Capital Group California, Inc. | 5,355 | $55.8 萬 | 0.19% | −391−6.8% | 減碼 |
| Buckingham Strategic Partners | 5,357 | $55.8 萬 | 0.01% | +1,081+25.3% | 加碼 |
| Canopy Partners, LLC | 5,394 | $56.2 萬 | 0.24% | +10+0.2% | 加碼 |
| Bahl & Gaynor Inc | 5,400 | $56.3 萬 | 0.00% | −122−2.2% | 減碼 |
| Northern Financial Advisors Inc | 5,406 | $56.4 萬 | 0.43% | +107+2.0% | 加碼 |
| Heritage Wealth Advisors | 5,417 | $56.5 萬 | 0.03% | −362−6.3% | 減碼 |
| Adirondack Trust Co | 5,421 | $56.5 萬 | 0.22% | 00.0% | 不變 |
| Adviser Investments LLC | 5,433 | $56.6 萬 | 0.01% | +274+5.3% | 加碼 |
| Orca Investment Management, LLC | 5,454 | $56.9 萬 | 0.51% | −583−9.7% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 5,462 | $56.9 萬 | 0.05% | +494+9.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,465 | $57.0 萬 | 0.08% | −149−2.7% | 減碼 |
| Financial Advisors, LLC | 5,476 | $57.1 萬 | 0.11% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 5,483 | $57.2 萬 | 0.24% | +74+1.4% | 加碼 |
| BSW Wealth Partners | 5,488 | $57.2 萬 | 0.09% | +480+9.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 5,490 | $57.2 萬 | 0.15% | +540+10.9% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,502 | $57.4 萬 | 0.01% | −139−2.5% | 減碼 |
| Catalytic Wealth RIA, LLC | 5,551 | $57.9 萬 | 0.10% | +5,551 | 新進 |
| Chapin Davis, Inc. | 5,584 | $58.2 萬 | 0.19% | −91−1.6% | 減碼 |
| Strait & Sound Wealth Management LLC | 5,610 | $58.5 萬 | 0.28% | +1,009+21.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,634 | $58.7 萬 | 0.02% | −603−9.7% | 減碼 |
| Washburn Capital Management, Inc. | 5,680 | $59.2 萬 | 0.42% | −896−13.6% | 減碼 |
| Wealth Effects LLC | 5,700 | $59.4 萬 | 0.21% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 5,709 | $59.5 萬 | 0.05% | +1,211+26.9% | 加碼 |
| PDS Planning, Inc | 5,713 | $59.6 萬 | 0.05% | +115+2.1% | 加碼 |
| LM Advisors LLC | 5,721 | $59.6 萬 | 0.12% | −6,000−51.2% | 減碼 |
| Ocean Capital Management, LLC | 5,734 | $59.8 萬 | 0.14% | +5,734 | 新進 |
| Legacy Advisors, LLC | 5,739 | $59.8 萬 | 0.06% | +794+16.1% | 加碼 |
| Prio Wealth Limited Partnership | 5,764 | $60.1 萬 | 0.02% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 5,776 | $60.2 萬 | 0.13% | −56−1.0% | 減碼 |
| Chase Investment Counsel Corp | 5,803 | $60.4 萬 | 0.20% | +264+4.8% | 加碼 |
| Shufro Rose & Co LLC | 6,220 | $60.5 萬 | 0.05% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,802 | $60.5 萬 | 0.03% | +411+7.6% | 加碼 |
| Teza Capital Management LLC | 5,803 | $60.5 萬 | 0.07% | −72,531−92.6% | 減碼 |
| Berger Financial Group, Inc | 5,835 | $60.8 萬 | 0.04% | +65+1.1% | 加碼 |
| Syon Capital LLC | 5,836 | $60.8 萬 | 0.05% | +142+2.5% | 加碼 |
| CBOE Vest Financial, LLC | 5,841 | $60.9 萬 | 0.01% | +5,841 | 新進 |
| Red Lighthouse Investment Management, LLC | 5,845 | $60.9 萬 | 0.24% | −10.0% | 減碼 |
| Tributary Capital Management, LLC | 5,850 | $61.0 萬 | 0.05% | −180−3.0% | 減碼 |
| First American Trust, FSB | 5,859 | $61.1 萬 | 0.06% | −152−2.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 5,866 | $61.2 萬 | 0.38% | −176−2.9% | 減碼 |
| Ramirez Asset Management, Inc. | 5,890 | $61.4 萬 | 0.12% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,904 | $61.5 萬 | 0.06% | +289+5.1% | 加碼 |
| First Dallas Securities Inc. | 5,912 | $61.6 萬 | 0.26% | −1,300−18.0% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,924 | $61.8 萬 | 0.03% | 00.0% | 不變 |
| Jump Financial, LLC | 5,932 | $61.8 萬 | 0.01% | −4,456−42.9% | 減碼 |
| Resonant Capital Advisors, LLC | 5,946 | $62.0 萬 | 0.05% | +178+3.1% | 加碼 |
| Barlow Wealth Partners, Inc. | 5,782 | $62.2 萬 | 0.08% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 5,979 | $62.3 萬 | 0.10% | −1,022−14.6% | 減碼 |
| Davis R M Inc | 5,984 | $62.4 萬 | 0.01% | +20.0% | 加碼 |
| Grove Bank & Trust | 5,988 | $62.4 萬 | 0.09% | −314−5.0% | 減碼 |
| Mosley Wealth Management | 5,282 | $62.5 萬 | 0.43% | +602+12.9% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $62.5 萬 | 0.10% | 00.0% | 不變 |
| Quilter Plc | 6,015 | $62.7 萬 | 0.01% | −925−13.3% | 減碼 |
| Pacitti Group Inc. | 6,018 | $62.7 萬 | 0.30% | +50+0.8% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 6,049 | $63.1 萬 | 0.01% | +6,049 | 新進 |
| Sippican Capital Advisors | 6,050 | $63.1 萬 | 0.44% | −379−5.9% | 減碼 |
| Sentry Investment Management LLC | 6,052 | $63.1 萬 | 0.27% | 00.0% | 不變 |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $63.2 萬 | 0.16% | 00.0% | 不變 |
| Aigen Investment Management, LP | 6,070 | $63.3 萬 | 0.12% | +6,070 | 新進 |
| Lindbrook Capital, LLC | 6,083 | $63.4 萬 | 0.06% | +388+6.8% | 加碼 |
| Empower Advisory Group, LLC | 6,111 | $63.7 萬 | 0.00% | +23+0.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,114 | $63.7 萬 | 0.03% | +12+0.2% | 加碼 |
| Copley Financial Group, Inc. | 6,149 | $64.1 萬 | 0.58% | +6,149 | 新進 |
| Sage Mountain Advisors LLC | 6,152 | $64.1 萬 | 0.05% | +344+5.9% | 加碼 |
| Western Wealth Management, LLC | 6,162 | $64.2 萬 | 0.04% | +178+3.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,200 | $64.6 萬 | 0.15% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 6,215 | $64.8 萬 | 0.01% | +6,215 | 新進 |
| Bank of New Hampshire | 6,220 | $64.8 萬 | 0.16% | −2,203−26.2% | 減碼 |
| Chicago Wealth Management, Inc. | 6,243 | $65.1 萬 | 0.35% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 6,247 | $65.5 萬 | 0.11% | +2,539+68.5% | 加碼 |
| Personal Cfo Solutions, LLC | 6,294 | $65.6 萬 | 0.09% | −83−1.3% | 減碼 |