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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 47,376 | $485.6 萬 | 0.09% | +41,308+680.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 46,399 | $483.7 萬 | 0.16% | −3,226−6.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 46,068 | $480.2 萬 | 0.05% | −6,891−13.0% | 減碼 |
| Jupiter Wealth Management LLC | 45,928 | $478.8 萬 | 2.45% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 45,253 | $471.7 萬 | 0.45% | +941+2.1% | 加碼 |
| Citizens Financial Group Inc | 45,144 | $470.6 萬 | 0.09% | +7,151+18.8% | 加碼 |
| Empirical Finance, LLC | 44,955 | $468.6 萬 | 0.27% | +805+1.8% | 加碼 |
| Lincluden Management Ltd | 44,857 | $467.6 萬 | 0.51% | +562+1.3% | 加碼 |
| SkyOak Wealth, LLC | 44,579 | $464.7 萬 | 1.03% | +80.0% | 加碼 |
| Linscomb & Williams, Inc. | 44,465 | $463.5 萬 | 0.23% | −235−0.5% | 減碼 |
| Hodges Capital Management Inc. | 44,384 | $462.7 萬 | 0.30% | +845+1.9% | 加碼 |
| First National Bank of Omaha | 44,008 | $458.7 萬 | 0.29% | −2,282−4.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,629 | $444.3 萬 | 0.00% | −15,051−26.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 42,536 | $443.4 萬 | 0.96% | −2,099−4.7% | 減碼 |
| Mark Asset Management LP | 42,459 | $442.6 萬 | 0.55% | +33,136+355.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 42,310 | $441.0 萬 | 0.12% | −8,577−16.9% | 減碼 |
| Zions Bancorporation, N.A. | 41,877 | $436.5 萬 | 0.32% | +37,356+826.3% | 加碼 |
| Capital International Sarl | 40,986 | $427.2 萬 | 0.11% | +6,117+17.5% | 加碼 |
| Roanoke Asset Management Corp | 40,868 | $426.0 萬 | 1.34% | −165−0.4% | 減碼 |
| Abn Amro Investment Solutions | 40,699 | $424.2 萬 | 0.07% | +8,485+26.3% | 加碼 |
| Stock Yards Bank & Trust Co | 40,513 | $422.3 萬 | 0.14% | −1,649−3.9% | 減碼 |
| Hilltop Holdings Inc. | 40,178 | $418.8 萬 | 0.27% | +32,044+394.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 39,482 | $411.6 萬 | 0.10% | −341−0.9% | 減碼 |
| Geneos Wealth Management Inc. | 39,480 | $411.5 萬 | 0.16% | +3,332+9.2% | 加碼 |
| United Capital Financial Advisers, LLC | 39,453 | $411.3 萬 | 0.03% | −359−0.9% | 減碼 |
| Cypress Financial Planning LLC | 39,435 | $411.1 萬 | 1.52% | −645−1.6% | 減碼 |
| Occidental Asset Management, LLC | 39,361 | $410.3 萬 | 0.66% | +1,918+5.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 39,035 | $406.9 萬 | 0.61% | +113+0.3% | 加碼 |
| Adell Harriman & Carpenter Inc | 38,573 | $402.1 萬 | 0.29% | −247−0.6% | 減碼 |
| Logan Capital Management Inc | 38,290 | $399.1 萬 | 0.16% | −2,516−6.2% | 減碼 |
| Highland Capital Management, LLC | 37,803 | $394.1 萬 | 0.22% | −2,069−5.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 37,785 | $393.9 萬 | 0.28% | +6,577+21.1% | 加碼 |
| Savant Capital, LLC | 37,632 | $392.3 萬 | 0.03% | +5,287+16.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 37,617 | $392.1 萬 | 0.33% | +4,287+12.9% | 加碼 |
| City Holding Co | 37,615 | $392.1 萬 | 0.54% | −62−0.2% | 減碼 |
| Plato Investment Management Ltd | 37,481 | $390.3 萬 | 0.32% | +9,196+32.5% | 加碼 |
| Cito Capital Group, LLC | 37,355 | $389.4 萬 | 1.45% | −9,000−19.4% | 減碼 |
| SevenBridge Financial Group, LLC | 29,113 | $388.7 萬 | 0.75% | +1,139+4.1% | 加碼 |
| Group One Trading, L.P. | 37,238 | $388.2 萬 | 0.15% | +21,002+129.4% | 加碼 |
| Financial Advisory Partners, LLC | 37,177 | $387.5 萬 | 1.29% | −1,169−3.0% | 減碼 |
| Braun Stacey Associates Inc | 37,074 | $386.5 萬 | 0.15% | −2,783−7.0% | 減碼 |
| Raymond James Trust N.A. | 37,007 | $385.8 萬 | 0.08% | +4,618+14.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 36,884 | $384.5 萬 | 0.27% | −3,478−8.6% | 減碼 |
| Patten & Patten Inc | 36,854 | $384.2 萬 | 0.25% | −32−0.1% | 減碼 |
| S&CO Inc | 36,747 | $383.0 萬 | 0.25% | +3,709+11.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 36,550 | $381.0 萬 | 0.14% | −3,705−9.2% | 減碼 |
| Independent Advisor Alliance | 36,217 | $377.5 萬 | 0.14% | −890−2.4% | 減碼 |
| Alley Investment Management Company, LLC | 36,039 | $375.7 萬 | 0.48% | 00.0% | 不變 |
| Everence Capital Management Inc | 35,881 | $374.0 萬 | 0.24% | +4,140+13.0% | 加碼 |
| Sandy Cove Advisors, LLC | 35,832 | $373.5 萬 | 1.52% | +113+0.3% | 加碼 |
| Carret Asset Management, LLC | 35,581 | $370.9 萬 | 0.40% | +2,435+7.3% | 加碼 |
| Shorepoint Capital Partners LLC | 35,515 | $370.2 萬 | 0.84% | +82+0.2% | 加碼 |
| NBC Securities, Inc. | 35,427 | $369.2 萬 | 0.31% | −297−0.8% | 減碼 |
| Inspire Trust Co, N.A. | 35,300 | $368.0 萬 | 1.01% | +6,000+20.5% | 加碼 |
| Integrated Wealth Concepts LLC | 35,125 | $366.1 萬 | 0.04% | −1,162−3.2% | 減碼 |
| First National Trust Co | 34,959 | $364.4 萬 | 0.14% | −387−1.1% | 減碼 |
| First National Advisers, LLC | 34,932 | $364.2 萬 | 0.58% | +2,217+6.8% | 加碼 |
| CTC LLC | 34,819 | $363.0 萬 | 0.17% | −65,626−65.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 34,745 | $362.2 萬 | 0.31% | +150+0.4% | 加碼 |
| Dana Investment Advisors, Inc. | 34,611 | $360.8 萬 | 0.12% | +1,014+3.0% | 加碼 |
| Axxcess Wealth Management, LLC | 34,482 | $359.4 萬 | 0.09% | −783−2.2% | 減碼 |
| RNC Capital Management LLC | 36,978 | $359.4 萬 | 0.20% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 34,325 | $357.8 萬 | 0.10% | +16,865+96.6% | 加碼 |
| Moody National Bank Trust Division | 34,012 | $354.5 萬 | 0.38% | +6,547+23.8% | 加碼 |
| Compagnie Lombard Odier SCmA | 33,850 | $352.9 萬 | 0.05% | +100+0.3% | 加碼 |
| Sculati Wealth Management, LLC | 33,837 | $352.7 萬 | 1.41% | −521−1.5% | 減碼 |
| Siemens Fonds Invest GmbH | 33,754 | $351.9 萬 | 0.28% | −1,279−3.7% | 減碼 |
| K.J. Harrison & Partners Inc | 29,700 | $351.3 萬 | 0.53% | +250+0.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 33,626 | $350.5 萬 | 0.15% | +2,190+7.0% | 加碼 |
| Edgestream Partners, L.P. | 33,622 | $350.5 萬 | 0.15% | +33,622 | 新進 |
| Wealthspire Advisors, LLC | 33,482 | $349.0 萬 | 0.04% | +428+1.3% | 加碼 |
| Sigma Planning Corp | 33,265 | $346.8 萬 | 0.11% | −1,765−5.0% | 減碼 |
| LMCG Investments, LLC | 33,246 | $346.6 萬 | 0.21% | +7,384+28.6% | 加碼 |
| V-Square Quantitative Management LLC | 33,243 | $346.5 萬 | 0.51% | +4,350+15.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 33,142 | $345.5 萬 | 0.04% | −186−0.6% | 減碼 |
| First Citizens Bank & Trust Co | 32,959 | $343.6 萬 | 0.08% | −124−0.4% | 減碼 |
| Union Heritage Capital, LLC | 32,814 | $342.1 萬 | 1.26% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 32,561 | $339.4 萬 | 0.05% | −68−0.2% | 減碼 |
| Community Trust & Investment Co | 32,424 | $338.0 萬 | 0.21% | −705−2.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 32,290 | $336.6 萬 | 2.12% | −266−0.8% | 減碼 |
| Fulton Bank, N.A. | 32,056 | $334.2 萬 | 0.13% | +6,078+23.4% | 加碼 |
| Wetherby Asset Management Inc | 31,963 | $333.2 萬 | 0.15% | −281−0.9% | 減碼 |
| Greenleaf Trust | 31,875 | $332.3 萬 | 0.03% | +114+0.4% | 加碼 |
| Stephens Inc | 31,849 | $332.0 萬 | 0.05% | +1,972+6.6% | 加碼 |
| Canandaigua National Bank & Trust Co | 31,746 | $330.9 萬 | 0.31% | −928−2.8% | 減碼 |
| Apollon Wealth Management, LLC | 31,656 | $330.0 萬 | 0.09% | +1,258+4.1% | 加碼 |
| Congress Wealth Management LLC | 31,619 | $329.6 萬 | 0.04% | +22,293+239.0% | 加碼 |
| ING Groep NV | 31,588 | $329.3 萬 | 0.02% | −88,090−73.6% | 減碼 |
| Mattson Financial Services, LLC | 33,861 | $329.1 萬 | 1.18% | −213−0.6% | 減碼 |
| Brasada Capital Management, LP | 30,808 | $322.0 萬 | 0.56% | −8,275−21.2% | 減碼 |
| Fidelis Capital Partners, LLC | 27,139 | $321.0 萬 | 0.38% | +120+0.4% | 加碼 |
| Quantitative Investment Management, LLC | 30,162 | $314.4 萬 | 0.31% | +30,162 | 新進 |
| National Asset Management, Inc. | 30,074 | $313.7 萬 | 0.09% | −940−3.0% | 減碼 |
| Gifford Fong Associates | 30,000 | $312.7 萬 | 0.78% | 00.0% | 不變 |
| Haverford Trust Co | 29,980 | $312.5 萬 | 0.03% | +174+0.6% | 加碼 |
| United Services Automobile Association | 29,636 | $308.9 萬 | 0.08% | −7,072−19.3% | 減碼 |
| Central Trust Co | 29,483 | $307.3 萬 | 0.07% | −7,458−20.2% | 減碼 |
| Salem Investment Counselors Inc | 29,408 | $306.5 萬 | 0.09% | −134−0.5% | 減碼 |
| Commerzbank Aktiengesellschaft | 29,061 | $303.0 萬 | 0.08% | +4,432+18.0% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $302.7 萬 | 0.03% | 00.0% | 不變 |