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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 4,609 | $47.8 萬 | 0.04% | −526−10.2% | 減碼 |
| Mechanics Bank Trust Department | 4,581 | $47.8 萬 | 0.06% | −62−1.3% | 減碼 |
| DRW Securities, LLC | 4,579 | $47.7 萬 | 0.03% | −7,515−62.1% | 減碼 |
| Calton & Associates, Inc. | 4,572 | $47.7 萬 | 0.18% | −1,150−20.1% | 減碼 |
| Cable Hill Partners, LLC | 4,561 | $47.5 萬 | 0.05% | −236−4.9% | 減碼 |
| Maven Securities LTD | 4,557 | $47.5 萬 | 0.05% | −10,221−69.2% | 減碼 |
| Forte Capital LLC | 4,555 | $47.5 萬 | 0.05% | −248−5.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,551 | $47.4 萬 | 0.05% | −556−10.9% | 減碼 |
| Renaissance Investment Group LLC | 4,550 | $47.4 萬 | 0.10% | 00.0% | 不變 |
| Baron Wealth Management LLC | 4,548 | $47.4 萬 | 0.23% | +65+1.4% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,535 | $47.3 萬 | 0.05% | +161+3.7% | 加碼 |
| Ledyard National Bank | 4,528 | $47.2 萬 | 0.04% | +32+0.7% | 加碼 |
| Smithfield Trust Co | 4,524 | $47.1 萬 | 0.02% | +46+1.0% | 加碼 |
| West Oak Capital, LLC | 4,515 | $47.1 萬 | 0.09% | 00.0% | 不變 |
| Continuum Advisory, LLC | 3,551 | $47.0 萬 | 0.06% | +390+12.3% | 加碼 |
| Catalina Capital Group, LLC | 4,501 | $46.9 萬 | 0.16% | +199+4.6% | 加碼 |
| Keel Point, LLC | 4,462 | $46.5 萬 | 0.04% | +66+1.5% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 4,456 | $46.5 萬 | 0.18% | +29+0.7% | 加碼 |
| Camden National Bank | 4,448 | $46.4 萬 | 0.07% | +4,448 | 新進 |
| Truvestments Capital LLC | 4,446 | $46.3 萬 | 0.12% | +929+26.4% | 加碼 |
| Phillips Wealth Planners LLC | 3,866 | $46.2 萬 | 0.44% | +1,330+52.4% | 加碼 |
| Powell Investment Advisors, LLC | 4,430 | $46.2 萬 | 0.22% | +95+2.2% | 加碼 |
| Morse Asset Management, Inc | 4,424 | $46.1 萬 | 0.10% | +295+7.1% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 4,420 | $46.1 萬 | 0.00% | −89,745−95.3% | 減碼 |
| STAR Financial Bank | 4,408 | $45.9 萬 | 0.31% | −688−13.5% | 減碼 |
| Hancock Whitney Corp | 4,398 | $45.8 萬 | 0.01% | −579−11.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 4,390 | $45.8 萬 | 0.01% | −6,604−60.1% | 減碼 |
| IPG Investment Advisors LLC | 4,375 | $45.6 萬 | 0.10% | 00.0% | 不變 |
| Trilogy Capital Inc. | 4,373 | $45.6 萬 | 0.02% | +655+17.6% | 加碼 |
| Reuter James Wealth Management, LLC | 4,339 | $45.2 萬 | 0.08% | +4,339 | 新進 |
| DGS Capital Management, LLC | 4,331 | $45.1 萬 | 0.12% | +947+28.0% | 加碼 |
| Bank of Hawaii | 4,324 | $45.1 萬 | 0.02% | −707−14.1% | 減碼 |
| Green Harvest Asset Management LLC | 4,303 | $44.9 萬 | 0.01% | +9+0.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 4,283 | $44.6 萬 | 0.00% | −98−2.2% | 減碼 |
| Dark Forest Capital Management LP | 4,274 | $44.6 萬 | 0.06% | +4,274 | 新進 |
| Strategic Investment Advisors | 4,264 | $44.4 萬 | 0.05% | −1,140−21.1% | 減碼 |
| First County Bank | 4,260 | $44.4 萬 | 0.22% | +547+14.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 4,258 | $44.4 萬 | 0.05% | 00.0% | 不變 |
| Hudock, Inc. | 4,257 | $44.4 萬 | 0.08% | −84−1.9% | 減碼 |
| Tanager Wealth Management LLP | 4,228 | $44.1 萬 | 0.06% | +378+9.8% | 加碼 |
| Salzhauer Michael | 4,225 | $44.0 萬 | 0.28% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 4,224 | $44.0 萬 | 0.03% | −194−4.4% | 減碼 |
| Oakworth Capital, Inc. | 4,183 | $43.6 萬 | 0.03% | −1,014−19.5% | 減碼 |
| Fortem Financial Group, LLC | 4,181 | $43.6 萬 | 0.18% | +253+6.4% | 加碼 |
| Holderness Investments Co | 4,166 | $43.4 萬 | 0.09% | −20−0.5% | 減碼 |
| Millennium Capital Advisors, LLC | 4,135 | $43.1 萬 | 0.28% | +10.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $43.1 萬 | 0.25% | 00.0% | 不變 |
| McDonald Partners LLC | 4,132 | $43.1 萬 | 0.11% | −1,424−25.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 4,112 | $42.9 萬 | 0.06% | −343−7.7% | 減碼 |
| RMR Wealth Builders | 4,110 | $42.8 萬 | 0.05% | +510+14.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,108 | $42.8 萬 | 0.00% | −8,442−67.3% | 減碼 |
| Sapient Capital LLC | 4,105 | $42.8 萬 | 0.01% | −3,334−44.8% | 減碼 |
| Harbor Investment Advisory, LLC | 4,105 | $42.8 萬 | 0.04% | −755−15.5% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,089 | $42.6 萬 | 0.02% | −113−2.7% | 減碼 |
| Goldstream Capital Management Ltd | 4,087 | $42.6 萬 | 0.19% | +4,087 | 新進 |
| Park National Corp | 4,080 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 4,079 | $42.5 萬 | 0.05% | +3+0.1% | 加碼 |
| X-Square Capital, LLC | 4,068 | $42.4 萬 | 0.19% | +10.0% | 加碼 |
| Riverwater Partners LLC | 4,051 | $42.3 萬 | 0.21% | −63−1.5% | 減碼 |
| Bullock Wealth Management Group | 4,051 | $42.3 萬 | 0.26% | +54+1.4% | 加碼 |
| Allen Investment Management LLC | 4,034 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 4,034 | $42.1 萬 | 0.27% | 00.0% | 不變 |
| Destination Wealth Management | 4,032 | $42.0 萬 | 0.01% | +65+1.6% | 加碼 |
| Proficio Capital Partners LLC | 4,021 | $41.9 萬 | 0.04% | −4,365−52.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,021 | $41.9 萬 | 0.18% | −330−7.6% | 減碼 |
| MCF Advisors LLC | 3,986 | $41.6 萬 | 0.03% | +112+2.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,954 | $41.2 萬 | 0.06% | +151+4.0% | 加碼 |
| One Wealth Advisors, LLC | 3,932 | $41.0 萬 | 0.06% | +8+0.2% | 加碼 |
| Larson Financial Group LLC | 3,917 | $40.8 萬 | 0.02% | −939−19.3% | 減碼 |
| Main Street Financial Solutions, LLC | 3,910 | $40.8 萬 | 0.04% | −1,566−28.6% | 減碼 |
| Savvy Advisors, Inc. | 3,908 | $40.7 萬 | 0.08% | +1,552+65.9% | 加碼 |
| AdvisorNet Financial, Inc | 3,901 | $40.7 萬 | 0.03% | +31+0.8% | 加碼 |
| Sentinus, LLC | 3,887 | $40.5 萬 | 0.15% | +241+6.6% | 加碼 |
| Jackson Creek Investment Advisors LLC | 3,882 | $40.5 萬 | 0.12% | −68−1.7% | 減碼 |
| SOL Capital Management CO | 3,875 | $40.4 萬 | 0.04% | −145−3.6% | 減碼 |
| Amplius Wealth Advisors, LLC | 3,853 | $40.2 萬 | 0.04% | +46+1.2% | 加碼 |
| Warren Averett Asset Management, LLC | 3,844 | $40.1 萬 | 0.01% | −177−4.4% | 減碼 |
| Roundview Capital LLC | 3,842 | $40.0 萬 | 0.03% | +117+3.1% | 加碼 |
| Frisch Financial Group, Inc. | 3,831 | $39.9 萬 | 0.12% | +233+6.5% | 加碼 |
| Cetera Trust Company, N.A | 3,804 | $39.7 萬 | 0.24% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 3,802 | $39.6 萬 | 0.09% | 00.0% | 不變 |
| Brown Capital Management LLC | 3,773 | $39.3 萬 | 0.01% | −290−7.1% | 減碼 |
| Jacobi Capital Management LLC | 3,770 | $39.3 萬 | 0.03% | +375+11.0% | 加碼 |
| Gibbs Wealth Management | 3,768 | $39.3 萬 | 0.13% | +852+29.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,757 | $39.2 萬 | 0.05% | −7−0.2% | 減碼 |
| Measured Wealth Private Client Group, LLC | 3,754 | $39.1 萬 | 0.13% | −120−3.1% | 減碼 |
| Richwood Investment Advisors, LLC | 3,753 | $39.1 萬 | 0.32% | −300−7.4% | 減碼 |
| Missouri Trust & Investment Co | 3,750 | $39.1 萬 | 0.14% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 3,748 | $39.1 萬 | 0.10% | +96+2.6% | 加碼 |
| Great Lakes Advisors, LLC | 3,746 | $39.1 萬 | 0.00% | +822+28.1% | 加碼 |
| Fort Sheridan Advisors LLC | 3,741 | $39.0 萬 | 0.06% | +1,052+39.1% | 加碼 |
| First Trust Investment Solutions L.P. | 3,740 | $39.0 萬 | 0.04% | −186−4.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,714 | $38.7 萬 | 0.02% | −16,465−81.6% | 減碼 |
| Mill Creek Capital Advisors, LLC | 3,706 | $38.6 萬 | 0.01% | −1,377−27.1% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,705 | $38.6 萬 | 0.03% | −8−0.2% | 減碼 |
| Samalin Investment Counsel, LLC | 3,700 | $38.6 萬 | 0.17% | −19−0.5% | 減碼 |
| Angeles Wealth Management, LLC | 3,678 | $38.3 萬 | 0.03% | −56−1.5% | 減碼 |
| Congress Park Capital LLC | 3,675 | $38.3 萬 | 0.14% | −3,479−48.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,673 | $38.3 萬 | 0.01% | +20+0.5% | 加碼 |
| Park Place Capital Corp | 3,660 | $38.2 萬 | 0.11% | +2,097+134.2% | 加碼 |