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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 10,358 | $108.0 萬 | 0.02% | +2,019+24.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 10,343 | $107.8 萬 | 0.17% | −292−2.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,294 | $107.3 萬 | 0.22% | −236−2.2% | 減碼 |
| Summit Trail Advisors, LLC | 10,237 | $106.7 萬 | 0.03% | +1,131+12.4% | 加碼 |
| Donald L. Hagan, LLC | 10,228 | $106.6 萬 | 0.54% | +50.0% | 加碼 |
| CFM Wealth Partners LLC | 10,171 | $106.0 萬 | 0.19% | +2,003+24.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 10,065 | $104.9 萬 | 0.05% | −680−6.3% | 減碼 |
| Roberts Capital Advisors, LLC | 10,061 | $104.9 萬 | 0.90% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 10,023 | $104.5 萬 | 0.27% | −145−1.4% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $104.2 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 9,954 | $103.8 萬 | 0.08% | +6,050+155.0% | 加碼 |
| Investors Research Corp | 9,950 | $103.7 萬 | 0.23% | −2,466−19.9% | 減碼 |
| Fort Point Capital Partners LLC | 9,907 | $103.3 萬 | 0.13% | +45+0.5% | 加碼 |
| Choate Investment Advisors | 9,901 | $103.2 萬 | 0.03% | +198+2.0% | 加碼 |
| Rpo LLC | 9,871 | $102.9 萬 | 1.53% | −10,500−51.5% | 減碼 |
| Old National Bancorp | 9,818 | $102.3 萬 | 0.02% | −1,680−14.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 9,797 | $102.1 萬 | 0.10% | −1,025−9.5% | 減碼 |
| Howard Capital Management Inc. | 9,768 | $101.8 萬 | 0.02% | +9,768 | 新進 |
| Rockland Trust Co | 9,725 | $101.4 萬 | 0.05% | +364+3.9% | 加碼 |
| Shulman DeMeo Asset Management LLC | 7,715 | $101.2 萬 | 0.25% | −18−0.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 9,708 | $101.2 萬 | 0.09% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 9,689 | $101.0 萬 | 0.31% | +270+2.9% | 加碼 |
| Legacy Bridge, LLC | 9,658 | $100.7 萬 | 0.54% | 00.0% | 不變 |
| NCM Capital Management, LLC | 9,589 | $100.0 萬 | 0.48% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 9,557 | $99.5 萬 | 0.12% | +2,945+44.5% | 加碼 |
| Good Life Advisors, LLC | 9,513 | $99.2 萬 | 0.06% | +931+10.8% | 加碼 |
| Argus Investors' Counsel, Inc. | 9,400 | $98.0 萬 | 0.64% | −3,780−28.7% | 減碼 |
| W Advisors, LLC | 9,348 | $97.4 萬 | 0.60% | +20+0.2% | 加碼 |
| Sienna Gestion | 9,346 | $97.2 萬 | 0.06% | +9,346 | 新進 |
| First Citizens Financial Corp | 9,319 | $97.1 萬 | 0.51% | +69+0.7% | 加碼 |
| Modera Wealth Management, LLC | 9,308 | $97.0 萬 | 0.01% | +410+4.6% | 加碼 |
| Carmel Capital Partners, LLC | 9,248 | $96.4 萬 | 0.37% | +275+3.1% | 加碼 |
| Winton Group Ltd | 9,222 | $96.1 萬 | 0.07% | +9,222 | 新進 |
| Eastern Bank | 9,218 | $96.1 萬 | 0.02% | +6,436+231.3% | 加碼 |
| Texas Capital Bancshares Inc | 9,214 | $96.0 萬 | 0.39% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 9,188 | $95.8 萬 | 0.06% | −4,189−31.3% | 減碼 |
| Pacific Global Investment Management CO | 9,164 | $95.5 萬 | 0.17% | −7−0.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,143 | $95.3 萬 | 0.05% | +6,981+322.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,104 | $94.9 萬 | 0.47% | −252−2.7% | 減碼 |
| Busey Wealth Management | 8,944 | $93.2 萬 | 0.03% | +78+0.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 8,907 | $92.8 萬 | 0.03% | +3,315+59.3% | 加碼 |
| KLCM Advisors, Inc. | 8,818 | $91.9 萬 | 0.11% | +82+0.9% | 加碼 |
| Pennsylvania Capital Management Inc | 8,792 | $91.6 萬 | 0.33% | +35+0.4% | 加碼 |
| IHT Wealth Management, LLC | 8,777 | $91.5 萬 | 0.03% | +708+8.8% | 加碼 |
| IFP Advisors, Inc | 8,761 | $91.3 萬 | 0.03% | +3,762+75.3% | 加碼 |
| Orion Capital Management LLC | 8,740 | $91.1 萬 | 0.44% | +350+4.2% | 加碼 |
| Jmac Enterprises LLC | 8,700 | $90.7 萬 | 0.14% | +1,100+14.5% | 加碼 |
| Csenge Advisory Group | 8,209 | $90.7 萬 | 0.05% | −561−6.4% | 減碼 |
| Wealth Alliance | 8,687 | $90.6 萬 | 0.11% | +4,989+134.9% | 加碼 |
| Private Portfolio Partners LLC | 8,666 | $90.3 萬 | 0.17% | +8,666 | 新進 |
| E&G Advisors, LP | 8,710 | $89.8 萬 | 0.25% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 8,600 | $89.6 萬 | 0.56% | +1,381+19.1% | 加碼 |
| LSV Asset Management | 8,600 | $89.6 萬 | 0.00% | 00.0% | 不變 |
| New Vernon Investment Management LLC | 8,550 | $89.1 萬 | 0.96% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 8,511 | $88.7 萬 | 0.74% | +8,511 | 新進 |
| Mint Tower Capital Management B.V. | 8,500 | $88.6 萬 | 0.30% | −3,000−26.1% | 減碼 |
| Asset Dedication, LLC | 8,472 | $88.3 萬 | 0.06% | +242+2.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 8,450 | $88.1 萬 | 0.02% | −45,602−84.4% | 減碼 |
| Paladin Wealth, LLC | 8,438 | $88.0 萬 | 0.77% | +8,438 | 新進 |
| Sage Rhino Capital LLC | 8,431 | $87.9 萬 | 0.19% | −450−5.1% | 減碼 |
| Icon Wealth Advisors, LLC | 8,425 | $87.8 萬 | 0.07% | +2,844+51.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,407 | $87.6 萬 | 0.03% | −267−3.1% | 減碼 |
| TRUE Private Wealth Advisors | 8,267 | $86.2 萬 | 0.10% | −329−3.8% | 減碼 |
| Terry L. Blaker | 8,261 | $86.1 萬 | 0.03% | −1,792−17.8% | 減碼 |
| Axq Capital, LP | 8,235 | $85.8 萬 | 0.26% | +8,235 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,193 | $85.4 萬 | 0.08% | −824−9.1% | 減碼 |
| Aaron Wealth Advisors | 8,183 | $85.3 萬 | 0.10% | +1,826+28.7% | 加碼 |
| LGT Fund Management Co Ltd. | 8,147 | $85.2 萬 | 0.09% | +205+2.6% | 加碼 |
| Cidel Asset Management Inc | 8,155 | $85.0 萬 | 0.06% | +125+1.6% | 加碼 |
| Net Worth Advisory Group | 8,134 | $84.8 萬 | 0.25% | +8,134 | 新進 |
| Castle Wealth Management LLC | 8,132 | $84.8 萬 | 0.34% | −3,273−28.7% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,079 | $84.2 萬 | 0.07% | +1,309+19.3% | 加碼 |
| Raleigh Capital Management Inc. | 8,062 | $84.0 萬 | 0.32% | +7,706+2,164.6% | 加碼 |
| Portside Wealth Group, LLC | 8,042 | $83.8 萬 | 0.14% | +1,030+14.7% | 加碼 |
| Mission Wealth Management, LP | 8,031 | $83.7 萬 | 0.02% | −470−5.5% | 減碼 |
| Verition Fund Management LLC | 8,018 | $83.6 萬 | 0.01% | −42,315−84.1% | 減碼 |
| Corsair Capital Management, L.P. | 8,003 | $83.4 萬 | 0.20% | 00.0% | 不變 |
| O'Neil Global Advisors, Inc. | 8,000 | $83.4 萬 | 0.21% | +8,000 | 新進 |
| Sompo Asset Management Co., Ltd. | 8,000 | $83.4 萬 | 0.13% | −540−6.3% | 減碼 |
| Claro Advisors LLC | 7,994 | $83.3 萬 | 0.11% | +213+2.7% | 加碼 |
| Patton Albertson Miller Group, LLC | 7,963 | $83.0 萬 | 0.11% | +52+0.7% | 加碼 |
| Merit Financial Group, LLC | 7,954 | $82.9 萬 | 0.02% | −3,635−31.4% | 減碼 |
| Regal Investment Advisors LLC | 7,908 | $82.4 萬 | 0.06% | +823+11.6% | 加碼 |
| Operose Advisors LLC | 7,888 | $82.2 萬 | 0.27% | 00.0% | 不變 |
| Intrua Financial, LLC | 7,885 | $82.2 萬 | 0.13% | −103−1.3% | 減碼 |
| Rothschild Investment LLC | 7,875 | $82.1 萬 | 0.05% | −9−0.1% | 減碼 |
| Chicago Partners Investment Group LLC | 6,935 | $82.0 萬 | 0.03% | +505+7.9% | 加碼 |
| Herold Advisors, Inc. | 7,853 | $81.9 萬 | 0.18% | +327+4.3% | 加碼 |
| Perpetual Ltd | 7,852 | $81.8 萬 | 0.01% | −272−3.3% | 減碼 |
| Resurgent Financial Advisors LLC | 7,841 | $81.7 萬 | 0.48% | +935+13.5% | 加碼 |
| Mechanics Financial Corp | 7,823 | $81.5 萬 | 0.36% | +225+3.0% | 加碼 |
| Miracle Mile Advisors, LLC | 7,812 | $81.4 萬 | 0.02% | +394+5.3% | 加碼 |
| Nilsine Partners, LLC | 7,811 | $81.4 萬 | 0.11% | −334−4.1% | 減碼 |
| Cim Investment Mangement Inc | 7,789 | $81.2 萬 | 0.24% | −193−2.4% | 減碼 |
| Voloridge Investment Management, LLC | 7,777 | $81.1 萬 | 0.00% | +7,777 | 新進 |
| KPP Advisory Services LLC | 7,769 | $81.0 萬 | 0.19% | +475+6.5% | 加碼 |
| Genesee Capital Advisors, LLC | 7,761 | $80.9 萬 | 0.39% | −268−3.3% | 減碼 |
| Mindset Wealth Management, LLC | 7,750 | $80.8 萬 | 0.33% | +7,750 | 新進 |
| Bull Street Advisors, LLC | 7,729 | $80.6 萬 | 0.37% | −470−5.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,687 | $80.1 萬 | 0.07% | −1,387−15.3% | 減碼 |