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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 3,649 | $38.0 萬 | 0.01% | +5+0.1% | 加碼 |
| Nwam LLC | 3,648 | $38.0 萬 | 0.02% | +3,648 | 新進 |
| Raab & Moskowitz Asset Management LLC | 3,642 | $38.0 萬 | 0.10% | +98+2.8% | 加碼 |
| First Financial Bank - Trust Division | 3,631 | $37.8 萬 | 0.03% | +5+0.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 3,607 | $37.6 萬 | 0.07% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 3,605 | $37.6 萬 | 0.01% | +676+23.1% | 加碼 |
| Alta Advisers Ltd | 3,600 | $37.5 萬 | 0.17% | 00.0% | 不變 |
| Davidson Investment Advisors | 3,599 | $37.5 萬 | 0.02% | −24−0.7% | 減碼 |
| Altus Wealth Group LLC | 3,577 | $37.3 萬 | 0.16% | −68−1.9% | 減碼 |
| Quest Partners LLC | 3,558 | $37.1 萬 | 0.03% | −9,790−73.3% | 減碼 |
| Orrstown Financial Services Inc | 3,520 | $36.7 萬 | 0.11% | +3,520 | 新進 |
| Aprio Wealth Management, LLC | 3,501 | $36.5 萬 | 0.06% | −94−2.6% | 減碼 |
| Manchester Capital Management LLC | 3,491 | $36.4 萬 | 0.04% | +178+5.4% | 加碼 |
| Kovack Advisors, Inc. | 3,472 | $36.2 萬 | 0.04% | −42−1.2% | 減碼 |
| BNP Paribas | 3,455 | $36.0 萬 | 0.01% | +40+1.2% | 加碼 |
| JGP Wealth Management, LLC | 3,450 | $36.0 萬 | 0.05% | +226+7.0% | 加碼 |
| Quantum Financial Advisors, LLC | 3,435 | $35.8 萬 | 0.06% | −132−3.7% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,436 | $35.8 萬 | 0.03% | −42,093−92.5% | 減碼 |
| Community Bank of Raymore | 3,420 | $35.7 萬 | 0.27% | 00.0% | 不變 |
| Alerus Financial NA | 3,402 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 3,395 | $35.4 萬 | 0.29% | +3,395 | 新進 |
| Pallas Capital Advisors LLC | 2,967 | $35.4 萬 | 0.02% | +145+5.1% | 加碼 |
| Quotient Wealth Partners, LLC | 3,387 | $35.3 萬 | 0.01% | +34+1.0% | 加碼 |
| Journey Strategic Wealth LLC | 3,379 | $35.2 萬 | 0.01% | +465+16.0% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,374 | $35.2 萬 | 0.20% | −7−0.2% | 減碼 |
| Cooper Financial Group | 3,361 | $35.0 萬 | 0.05% | −2,875−46.1% | 減碼 |
| Webster Bank, N. A. | 3,347 | $34.9 萬 | 0.04% | +356+11.9% | 加碼 |
| Schrum Private Wealth Management LLC | 3,346 | $34.9 萬 | 0.18% | +3,346 | 新進 |
| American National Bank | 3,345 | $34.9 萬 | 0.04% | −43−1.3% | 減碼 |
| Wedbush Securities Inc | 3,340 | $34.8 萬 | 0.01% | −8,057−70.7% | 減碼 |
| Ostrum Asset Management | 3,333 | $34.7 萬 | 0.03% | +41+1.2% | 加碼 |
| City State Bank | 3,328 | $34.7 萬 | 0.13% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 3,290 | $34.3 萬 | 0.01% | +53+1.6% | 加碼 |
| Centiva Capital, LP | 3,285 | $34.2 萬 | 0.02% | −26,603−89.0% | 減碼 |
| Journey Advisory Group, LLC | 3,520 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,276 | $34.1 萬 | 0.01% | +9+0.3% | 加碼 |
| Onefund, LLC | 3,270 | $34.1 萬 | 0.35% | −2−0.1% | 減碼 |
| Allen Capital Group, LLC | 3,267 | $34.1 萬 | 0.04% | +886+37.2% | 加碼 |
| Opinicus Capital, Inc. | 3,264 | $34.0 萬 | 0.27% | −142−4.2% | 減碼 |
| Baker Avenue Asset Management, LP | 3,260 | $34.0 萬 | 0.01% | +309+10.5% | 加碼 |
| Fiduciary Family Office, LLC | 3,255 | $33.9 萬 | 0.11% | −41−1.2% | 減碼 |
| Wrapmanager Inc | 3,243 | $33.8 萬 | 0.09% | +918+39.5% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $33.8 萬 | 0.27% | 00.0% | 不變 |
| Proathlete Wealth Management LLC | 3,230 | $33.7 萬 | 0.14% | −38−1.2% | 減碼 |
| Watts Gwilliam & Co., LLC | 3,117 | $33.5 萬 | 0.07% | +3,117 | 新進 |
| Blueprint Investment Partners LLC | 3,214 | $33.5 萬 | 0.06% | −2,077−39.3% | 減碼 |
| Stevens Capital Management LP | 3,217 | $33.5 萬 | 0.05% | −4,863−60.2% | 減碼 |
| Callan Capital, LLC | 3,205 | $33.4 萬 | 0.02% | +857+36.5% | 加碼 |
| Ariadne Wealth Management, LP | 2,581 | $33.4 萬 | 0.18% | +2,581 | 新進 |
| Apexium Financial, LP | 3,197 | $33.3 萬 | 0.02% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,186 | $33.2 萬 | 0.36% | +89+2.9% | 加碼 |
| Easterly Investment Partners LLC | 3,151 | $32.8 萬 | 0.03% | −116−3.6% | 減碼 |
| Focus Financial Network, Inc. | 3,145 | $32.8 萬 | 0.01% | +27+0.9% | 加碼 |
| New Covenant Trust Company, N.A. | 3,143 | $32.7 萬 | 0.32% | +246+8.5% | 加碼 |
| Essex Savings Bank | 3,130 | $32.6 萬 | 0.08% | −62−1.9% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,124 | $32.6 萬 | 0.09% | −35−1.1% | 減碼 |
| Waddell & Associates, LLC | 3,112 | $32.4 萬 | 0.04% | −66−2.1% | 減碼 |
| Code Waechter LLC | 3,095 | $32.3 萬 | 0.31% | +3,095 | 新進 |
| Mason & Associates Inc | 3,087 | $32.2 萬 | 0.08% | +3,087 | 新進 |
| Trueblood Wealth Management, LLC | 3,080 | $32.1 萬 | 0.16% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 3,071 | $32.0 萬 | 0.06% | −300−8.9% | 減碼 |
| Objective Capital Management, LLC | 3,069 | $32.0 萬 | 0.19% | +3,069 | 新進 |
| Hobbs Group Advisors, LLC | 3,065 | $32.0 萬 | 0.11% | −116−3.6% | 減碼 |
| Omnia Family Wealth, LLC | 3,063 | $31.9 萬 | 0.14% | +97+3.3% | 加碼 |
| MBB Public Markets I LLC | 3,060 | $31.9 萬 | 0.03% | −83,247−96.5% | 減碼 |
| Bedel Financial Consulting, Inc. | 3,055 | $31.8 萬 | 0.04% | +10.0% | 加碼 |
| Lokken Investment Group LLC | 3,053 | $31.8 萬 | 0.13% | 00.0% | 不變 |
| Optimum Investment Advisors | 3,050 | $31.8 萬 | 0.14% | 00.0% | 不變 |
| Manchester Financial Inc | 3,043 | $31.7 萬 | 0.07% | −15−0.5% | 減碼 |
| O'Rourke & Company, Inc | 3,036 | $31.6 萬 | 0.16% | −2−0.1% | 減碼 |
| Grandfield & Dodd, LLC | 3,030 | $31.6 萬 | 0.02% | −440−12.7% | 減碼 |
| Wimmer Associates 1, LLC | 3,023 | $31.5 萬 | 0.15% | 00.0% | 不變 |
| L.M. Kohn & Company | 3,022 | $31.5 萬 | 0.08% | +344+12.8% | 加碼 |
| First Interstate Bank | 3,018 | $31.5 萬 | 0.02% | +18+0.6% | 加碼 |
| West Family Investments, Inc. | 3,017 | $31.4 萬 | 0.11% | +424+16.4% | 加碼 |
| Zhang Financial LLC | 3,016 | $31.4 萬 | 0.02% | −78−2.5% | 減碼 |
| Silver Coast Investments LLC | 3,012 | $31.4 萬 | 0.12% | −160−5.0% | 減碼 |
| Park Edge Advisors, LLC | 3,011 | $31.4 萬 | 0.09% | +22+0.7% | 加碼 |
| Paradigm Financial Partners, LLC | 2,360 | $31.3 萬 | 0.04% | +2,360 | 新進 |
| TCFG Wealth Management, LLC | 3,003 | $31.3 萬 | 0.16% | +3,003 | 新進 |
| Spirit of America Management Corp | 3,000 | $31.3 萬 | 0.06% | 00.0% | 不變 |
| Five Oceans Advisors | 2,997 | $31.2 萬 | 0.15% | +10.0% | 加碼 |
| Tritonpoint Wealth, LLC | 2,999 | $31.2 萬 | 0.03% | −45−1.5% | 減碼 |
| Circle Wealth Management, LLC | 2,990 | $31.2 萬 | 0.01% | −176−5.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,521 | $31.2 萬 | 0.00% | +657+35.2% | 加碼 |
| Atlantic Union Bankshares Corp | 2,984 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 2,983 | $31.1 萬 | 0.09% | 00.0% | 不變 |
| FDx Advisors, Inc. | 2,973 | $31.0 萬 | 0.08% | +2,973 | 新進 |
| Blue Fin Capital, Inc. | 2,965 | $30.9 萬 | 0.06% | 00.0% | 不變 |
| Associated Banc-Corp | 2,956 | $30.8 萬 | 0.01% | −81−2.7% | 減碼 |
| Lane & Associates LLC | 2,951 | $30.8 萬 | 0.17% | +2,951 | 新進 |
| McLean Asset Management Corp | 2,846 | $30.7 萬 | 0.09% | +6+0.2% | 加碼 |
| Seven Mile Advisory | 2,941 | $30.7 萬 | 0.20% | +55+1.9% | 加碼 |
| Pathway Financial Advisors LLC | 2,928 | $30.5 萬 | 0.08% | +190+6.9% | 加碼 |
| Perfromance Wealth Partners, LLC | 2,926 | $30.5 萬 | 0.01% | +166+6.0% | 加碼 |
| Fulcrum Capital LLC | 2,921 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| American State Bank (Iowa) | 2,908 | $30.3 萬 | 0.18% | 00.0% | 不變 |
| Auxano Advisors, LLC | 2,902 | $30.3 萬 | 0.08% | +177+6.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 2,883 | $30.2 萬 | 0.01% | +2,883 | 新進 |
| Optas, LLC | 2,871 | $29.9 萬 | 0.07% | +568+24.7% | 加碼 |