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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 7,633 | $79.6 萬 | 0.15% | +1,830+31.5% | 加碼 |
| Fullerton Fund Management Co Ltd. | 7,623 | $79.5 萬 | 0.03% | +1,823+31.4% | 加碼 |
| Breakwater Capital Group | 7,622 | $79.5 萬 | 0.16% | −37−0.5% | 減碼 |
| David Loasby | 7,594 | $79.4 萬 | 0.07% | +355+4.9% | 加碼 |
| Financial Management Professionals, Inc. | 7,586 | $79.1 萬 | 0.10% | −171−2.2% | 減碼 |
| Bank of Stockton | 7,560 | $78.8 萬 | 0.24% | +367+5.1% | 加碼 |
| Cypress Capital Group | 7,553 | $78.7 萬 | 0.09% | −50−0.7% | 減碼 |
| Auto-Owners Insurance Co | 7,500 | $78.2 萬 | 0.02% | 00.0% | 不變 |
| Independent Investors Inc | 7,483 | $78.0 萬 | 0.16% | 00.0% | 不變 |
| Private Trust Co NA | 7,476 | $77.9 萬 | 0.08% | +273+3.8% | 加碼 |
| Waldron Private Wealth LLC | 7,459 | $77.8 萬 | 0.03% | −506−6.4% | 減碼 |
| US Asset Management LLC | 5,812 | $77.2 萬 | 0.68% | −12−0.2% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,389 | $77.0 萬 | 0.11% | −148−2.0% | 減碼 |
| Transatlantique Private Wealth LLC | 7,376 | $76.9 萬 | 0.30% | +499+7.3% | 加碼 |
| HM Payson & Co | 7,310 | $76.2 萬 | 0.01% | +1,439+24.5% | 加碼 |
| AlphaStar Capital Management, LLC | 7,254 | $75.6 萬 | 0.06% | +2,565+54.7% | 加碼 |
| Charles Schwab Trust Co | 7,251 | $75.6 萬 | 0.07% | −29−0.4% | 減碼 |
| North Star Investment Management Corp. | 7,216 | $75.2 萬 | 0.05% | −348−4.6% | 減碼 |
| Robotti Robert | 7,215 | $75.2 萬 | 0.11% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 7,209 | $75.2 萬 | 0.07% | −232−3.1% | 減碼 |
| Signature Estate & Investment Advisors LLC | 7,197 | $75.0 萬 | 0.02% | −551−7.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 7,176 | $74.8 萬 | 0.02% | +619+9.4% | 加碼 |
| CX Institutional | 7,139 | $74.4 萬 | 0.03% | +536+8.1% | 加碼 |
| Beacon Financial Group | 7,085 | $73.9 萬 | 0.08% | −515−6.8% | 減碼 |
| TriaGen Wealth Management LLC | 7,068 | $73.7 萬 | 0.25% | 00.0% | 不變 |
| Berkshire Bank | 7,067 | $73.7 萬 | 0.17% | +48+0.7% | 加碼 |
| Arkadios Wealth Advisors | 7,041 | $73.4 萬 | 0.04% | −116−1.6% | 減碼 |
| Brookstone Capital Management | 7,028 | $73.3 萬 | 0.01% | +108+1.6% | 加碼 |
| Evexia Wealth LLC | 6,793 | $73.1 萬 | 0.26% | +1,459+27.4% | 加碼 |
| Oddo BHF Asset Management SAS | 7,000 | $73.0 萬 | 0.04% | +7,000 | 新進 |
| Gryphon Financial Partners LLC | 6,995 | $72.9 萬 | 0.10% | +27+0.4% | 加碼 |
| GeoWealth Management, LLC | 6,984 | $72.8 萬 | 0.03% | −807−10.4% | 減碼 |
| Strategic Blueprint, LLC | 6,948 | $72.4 萬 | 0.05% | −76−1.1% | 減碼 |
| Inscription Capital, LLC | 6,942 | $72.4 萬 | 0.11% | +56+0.8% | 加碼 |
| IFG Advisors, LLC | 6,932 | $72.3 萬 | 0.15% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 6,924 | $72.2 萬 | 0.33% | +405+6.2% | 加碼 |
| Hills Bank & Trust Co | 6,843 | $71.3 萬 | 0.05% | −294−4.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,841 | $71.3 萬 | 0.01% | +869+14.6% | 加碼 |
| Cookson Peirce & Co Inc | 6,793 | $70.8 萬 | 0.03% | −524−7.2% | 減碼 |
| Eads & Heald Wealth Management | 6,763 | $70.5 萬 | 0.33% | +460+7.3% | 加碼 |
| Affinity Investment Advisors, LLC | 6,762 | $70.5 萬 | 0.48% | +30+0.4% | 加碼 |
| Anchor Investment Management, LLC | 6,760 | $70.5 萬 | 0.07% | −24−0.4% | 減碼 |
| 1832 Asset Management L.P. | 6,758 | $70.4 萬 | 0.00% | −88−1.3% | 減碼 |
| First Foundation Advisors | 6,738 | $70.2 萬 | 0.03% | +621+10.2% | 加碼 |
| Meridian Investment Counsel Inc. | 6,735 | $70.2 萬 | 0.21% | −450−6.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 6,724 | $70.1 萬 | 0.07% | −500−6.9% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $70.1 萬 | 0.18% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,687 | $69.7 萬 | 0.04% | −900−11.9% | 減碼 |
| Diversify Wealth Management, LLC | 5,891 | $69.7 萬 | 0.07% | +606+11.5% | 加碼 |
| LexAurum Advisors, LLC | 6,667 | $69.5 萬 | 0.15% | −159−2.3% | 減碼 |
| Empire Financial Management Company, LLC | 6,662 | $69.4 萬 | 0.21% | −187−2.7% | 減碼 |
| Clifford Group, LLC | 6,652 | $69.3 萬 | 0.54% | −339−4.8% | 減碼 |
| Wharton Business Group, LLC | 6,649 | $69.3 萬 | 0.03% | +860+14.9% | 加碼 |
| Catalyst Financial Partners LLC | 6,645 | $69.3 萬 | 0.14% | +368+5.9% | 加碼 |
| Financial Engines Advisors L.L.C. | 6,638 | $69.2 萬 | 0.00% | −42−0.6% | 減碼 |
| Graypoint LLC | 6,633 | $69.1 萬 | 0.04% | +487+7.9% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $69.0 萬 | 0.14% | +673+11.3% | 加碼 |
| Kingsview Wealth Management, LLC | 6,616 | $69.0 萬 | 0.01% | +1,025+18.3% | 加碼 |
| Advisors Capital Management, LLC | 6,611 | $68.9 萬 | 0.01% | +300+4.8% | 加碼 |
| Harbor Advisors LLC | 6,608 | $68.9 萬 | 0.12% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 5,800 | $68.6 萬 | 0.05% | −28−0.5% | 減碼 |
| SageView Advisory Group, LLC | 6,574 | $68.5 萬 | 0.03% | −5,228−44.3% | 減碼 |
| Zacks Investment Management | 6,573 | $68.5 萬 | 0.01% | −197−2.9% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,572 | $68.5 萬 | 0.13% | −313−4.5% | 減碼 |
| San Luis Wealth Advisors LLC | 6,571 | $68.5 萬 | 0.14% | +3,427+109.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 6,561 | $68.4 萬 | 0.43% | 00.0% | 不變 |
| Fielder Capital Group LLC | 6,553 | $68.3 萬 | 0.23% | +4,248+184.3% | 加碼 |
| Visionary Wealth Advisors | 6,529 | $68.1 萬 | 0.04% | −17−0.3% | 減碼 |
| Arbor Investment Advisors, LLC | 6,490 | $67.6 萬 | 0.09% | +1,030+18.9% | 加碼 |
| Lee Danner & Bass Inc | 6,463 | $67.4 萬 | 0.05% | 00.0% | 不變 |
| Somerville Kurt F | 6,375 | $66.5 萬 | 0.11% | −55−0.9% | 減碼 |
| Alera Investment Advisors, LLC | 6,363 | $66.3 萬 | 0.08% | −304−4.6% | 減碼 |
| CFS Investment Advisory Services, LLC | 6,360 | $66.3 萬 | 0.06% | −6,304−49.8% | 減碼 |
| Welch & Forbes LLC | 6,329 | $66.0 萬 | 0.01% | −79−1.2% | 減碼 |
| Pictet & Cie (Europe) SA | 6,310 | $65.8 萬 | 0.02% | +76+1.2% | 加碼 |
| Personal Cfo Solutions, LLC | 6,294 | $65.6 萬 | 0.09% | −83−1.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,247 | $65.5 萬 | 0.11% | +2,539+68.5% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $65.1 萬 | 0.35% | 00.0% | 不變 |
| Bank of New Hampshire | 6,220 | $64.8 萬 | 0.16% | −2,203−26.2% | 減碼 |
| Jefferies Financial Group Inc. | 6,215 | $64.8 萬 | 0.01% | +6,215 | 新進 |
| Burke & Herbert Bank & Trust Co | 6,200 | $64.6 萬 | 0.15% | 00.0% | 不變 |
| Western Wealth Management, LLC | 6,162 | $64.2 萬 | 0.04% | +178+3.0% | 加碼 |
| Sage Mountain Advisors LLC | 6,152 | $64.1 萬 | 0.05% | +344+5.9% | 加碼 |
| Copley Financial Group, Inc. | 6,149 | $64.1 萬 | 0.58% | +6,149 | 新進 |
| Gladstone Institutional Advisory LLC | 6,114 | $63.7 萬 | 0.03% | +12+0.2% | 加碼 |
| Empower Advisory Group, LLC | 6,111 | $63.7 萬 | 0.00% | +23+0.4% | 加碼 |
| Lindbrook Capital, LLC | 6,083 | $63.4 萬 | 0.06% | +388+6.8% | 加碼 |
| Aigen Investment Management, LP | 6,070 | $63.3 萬 | 0.12% | +6,070 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $63.2 萬 | 0.16% | 00.0% | 不變 |
| Sentry Investment Management LLC | 6,052 | $63.1 萬 | 0.27% | 00.0% | 不變 |
| Sippican Capital Advisors | 6,050 | $63.1 萬 | 0.44% | −379−5.9% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 6,049 | $63.1 萬 | 0.01% | +6,049 | 新進 |
| Pacitti Group Inc. | 6,018 | $62.7 萬 | 0.30% | +50+0.8% | 加碼 |
| Quilter Plc | 6,015 | $62.7 萬 | 0.01% | −925−13.3% | 減碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $62.5 萬 | 0.10% | 00.0% | 不變 |
| Mosley Wealth Management | 5,282 | $62.5 萬 | 0.43% | +602+12.9% | 加碼 |
| Grove Bank & Trust | 5,988 | $62.4 萬 | 0.09% | −314−5.0% | 減碼 |
| Davis R M Inc | 5,984 | $62.4 萬 | 0.01% | +20.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,979 | $62.3 萬 | 0.10% | −1,022−14.6% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,782 | $62.2 萬 | 0.08% | 00.0% | 不變 |