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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 20,875 | $217.6 萬 | 0.07% | −2,497−10.7% | 減碼 |
| Werlinich Asset Management, LLC | 20,770 | $216.5 萬 | 1.26% | 00.0% | 不變 |
| Gries Financial LLC | 20,763 | $216.4 萬 | 0.41% | −5,232−20.1% | 減碼 |
| Smith, Salley & Associates | 20,700 | $215.8 萬 | 0.14% | +4,493+27.7% | 加碼 |
| Am Investment Strategies LLC | 20,692 | $215.7 萬 | 0.52% | +166+0.8% | 加碼 |
| IFG Advisory, LLC | 20,669 | $215.5 萬 | 0.14% | +288+1.4% | 加碼 |
| Profund Advisors LLC | 20,559 | $214.3 萬 | 0.08% | +2,355+12.9% | 加碼 |
| Freedom Day Solutions, LLC | 20,535 | $214.0 萬 | 0.67% | −259−1.2% | 減碼 |
| YHB Investment Advisors, Inc. | 20,523 | $213.9 萬 | 0.18% | −38−0.2% | 減碼 |
| Verdence Capital Advisors LLC | 20,393 | $212.6 萬 | 0.17% | +7,290+55.6% | 加碼 |
| GAMMA Investing LLC | 20,312 | $211.7 萬 | 0.21% | +5,576+37.8% | 加碼 |
| Anson Funds Management LP | 20,000 | $208.5 萬 | 0.30% | +20,000 | 新進 |
| Harvest Investment Advisors, LLC | 19,981 | $208.3 萬 | 1.42% | +175+0.9% | 加碼 |
| Fundamentun, LLC | 19,922 | $207.7 萬 | 0.14% | +1,065+5.6% | 加碼 |
| LGT Group Foundation | 19,723 | $206.1 萬 | 0.03% | +10+0.1% | 加碼 |
| Capital Investment Counsel, Inc | 19,508 | $203.3 萬 | 0.29% | −275−1.4% | 減碼 |
| DoubleLine ETF Adviser LP | 19,486 | $203.1 萬 | 0.49% | −1,461−7.0% | 減碼 |
| Covenant Asset Management, LLC | 19,308 | $201.3 萬 | 0.45% | −104−0.5% | 減碼 |
| Chatham Capital Group, Inc. | 19,216 | $200.3 萬 | 0.33% | −50−0.3% | 減碼 |
| Prudent Man Advisors, LLC | 19,184 | $200.0 萬 | 0.67% | −2,749−12.5% | 減碼 |
| Forum Financial Management, LP | 19,161 | $199.7 萬 | 0.03% | +134+0.7% | 加碼 |
| Hudson Canyon Capital Management | 18,979 | $197.8 萬 | 1.28% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 18,884 | $196.8 萬 | 0.12% | +304+1.6% | 加碼 |
| Alpha DNA Investment Management LLC | 18,831 | $196.3 萬 | 1.07% | −27,376−59.2% | 減碼 |
| Acropolis Investment Management, LLC | 18,735 | $195.3 萬 | 0.12% | −133−0.7% | 減碼 |
| Brown Brothers Harriman & Co | 18,700 | $194.9 萬 | 0.01% | −848−4.3% | 減碼 |
| Clough Capital Partners L P | 18,550 | $193.4 萬 | 0.20% | 00.0% | 不變 |
| Westpac Banking Corp | 18,524 | $193.1 萬 | 0.13% | +6,382+52.6% | 加碼 |
| Hoey Investments, Inc | 19,669 | $191.2 萬 | 0.37% | 00.0% | 不變 |
| Granger Management LLC | 18,336 | $191.1 萬 | 0.38% | −1,264−6.4% | 減碼 |
| Resources Investment Advisors, LLC. | 18,258 | $190.3 萬 | 0.02% | −3,449−15.9% | 減碼 |
| King Luther Capital Management Corp | 18,238 | $190.1 萬 | 0.01% | +3,448+23.3% | 加碼 |
| Abbot Financial Management, Inc. | 18,100 | $188.7 萬 | 0.95% | 00.0% | 不變 |
| Golden State Equity Partners | 18,078 | $188.4 萬 | 0.29% | +5,950+49.1% | 加碼 |
| South State Corp. | 18,053 | $188.2 萬 | 0.13% | +1,606+9.8% | 加碼 |
| Hall Laurie J Trustee | 18,000 | $187.6 萬 | 0.59% | +18,000 | 新進 |
| Ashburton (Jersey) Ltd | 17,911 | $187.0 萬 | 0.68% | −219−1.2% | 減碼 |
| Koshinski Asset Management, Inc. | 17,872 | $186.3 萬 | 0.16% | +2,281+14.6% | 加碼 |
| Allworth Financial LP | 17,523 | $182.7 萬 | 0.01% | +937+5.6% | 加碼 |
| Waterfront Wealth Inc. | 15,281 | $182.2 萬 | 0.45% | +191+1.3% | 加碼 |
| Institute for Wealth Management, LLC. | 17,449 | $181.9 萬 | 0.23% | −299−1.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 17,441 | $181.8 萬 | 0.05% | +1,717+10.9% | 加碼 |
| Snowden Capital Advisors LLC | 17,397 | $181.3 萬 | 0.05% | +2,229+14.7% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $180.6 萬 | 0.07% | 00.0% | 不變 |
| Coastline Trust Co | 17,183 | $179.1 萬 | 0.21% | −4,280−19.9% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,146 | $178.7 萬 | 1.43% | 00.0% | 不變 |
| Whittier Trust Co | 17,143 | $178.7 萬 | 0.02% | −210−1.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 17,141 | $178.7 萬 | 0.10% | +3,377+24.5% | 加碼 |
| Oak Asset Management, LLC | 17,118 | $178.4 萬 | 0.63% | −475−2.7% | 減碼 |
| Checchi Capital Advisers, LLC | 17,066 | $177.9 萬 | 0.13% | +1,656+10.7% | 加碼 |
| River Street Advisors LLC | 17,051 | $177.7 萬 | 0.96% | +315+1.9% | 加碼 |
| Insight Inv LLC | 17,042 | $177.6 萬 | 1.49% | −265−1.5% | 減碼 |
| Bradley Foster & Sargent Inc | 17,042 | $177.6 萬 | 0.03% | +10.0% | 加碼 |
| Brown Financial Advisors | 16,936 | $176.5 萬 | 0.73% | −3,207−15.9% | 減碼 |
| New England Research & Management, Inc. | 16,900 | $176.2 萬 | 0.83% | −100−0.6% | 減碼 |
| Donaldson Capital Management, LLC | 16,796 | $175.1 萬 | 0.07% | −343−2.0% | 減碼 |
| SG Americas Securities, LLC | 16,707 | $174.2 萬 | 0.01% | −231,669−93.3% | 減碼 |
| Valeo Financial Advisors, LLC | 16,666 | $173.7 萬 | 0.05% | −650−3.8% | 減碼 |
| Sumitomo Life Insurance Co | 16,636 | $173.4 萬 | 0.03% | +429+2.6% | 加碼 |
| Change Path, LLC | 16,591 | $172.9 萬 | 0.06% | +9,090+121.2% | 加碼 |
| Altman Advisors, Inc. | 16,581 | $172.8 萬 | 0.77% | +251+1.5% | 加碼 |
| Trust Investment Advisors | 16,516 | $172.2 萬 | 1.10% | −22−0.1% | 減碼 |
| Mutual Advisors, LLC | 14,388 | $171.5 萬 | 0.05% | −1,675−10.4% | 減碼 |
| Strategic Advisors LLC | 16,384 | $170.8 萬 | 0.32% | +60.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 16,375 | $170.7 萬 | 0.28% | +382+2.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 16,350 | $170.4 萬 | 0.02% | −941−5.4% | 減碼 |
| Howland Capital Management LLC | 16,316 | $170.1 萬 | 0.07% | −1,427−8.0% | 減碼 |
| Decatur Capital Management, Inc. | 16,186 | $168.7 萬 | 0.78% | +19+0.1% | 加碼 |
| We Are One Seven, LLC | 16,131 | $168.2 萬 | 0.07% | −266−1.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 16,039 | $167.2 萬 | 0.18% | +770+5.0% | 加碼 |
| Intrust Bank NA | 15,944 | $166.2 萬 | 0.17% | +1,570+10.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15,924 | $166.0 萬 | 0.02% | −60.0% | 減碼 |
| 1st Source Bank | 15,852 | $165.2 萬 | 0.09% | −100−0.6% | 減碼 |
| Altrafin AG | 15,787 | $164.6 萬 | 0.59% | −74−0.5% | 減碼 |
| Schechter Investment Advisors, LLC | 15,568 | $162.3 萬 | 0.12% | −2,943−15.9% | 減碼 |
| Mystic Asset Management, Inc. | 15,471 | $161.3 萬 | 0.61% | −314−2.0% | 減碼 |
| White Pine Capital LLC | 15,357 | $160.1 萬 | 0.55% | −75−0.5% | 減碼 |
| Northcape Wealth Management, LLC | 15,302 | $159.5 萬 | 0.52% | 00.0% | 不變 |
| NBT Bank N A | 15,287 | $159.4 萬 | 0.11% | −150−1.0% | 減碼 |
| Trust Asset Management LLC | 15,287 | $159.4 萬 | 0.13% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 15,191 | $158.4 萬 | 0.45% | +1,346+9.7% | 加碼 |
| Chesapeake Wealth Management | 15,160 | $158.0 萬 | 0.54% | −302−2.0% | 減碼 |
| Foster & Motley Inc | 15,132 | $157.7 萬 | 0.10% | −928−5.8% | 減碼 |
| Pensionmark Financial Group, LLC | 15,063 | $157.0 萬 | 0.05% | +4,674+45.0% | 加碼 |
| NVWM, LLC | 15,031 | $156.7 萬 | 0.40% | +215+1.5% | 加碼 |
| OmniStar Financial Group, Inc. | 14,958 | $156.4 萬 | 1.17% | +14,958 | 新進 |
| Dempze Nancy E | 15,000 | $156.4 萬 | 0.87% | +15,000 | 新進 |
| Somerset Trust Co | 14,919 | $155.5 萬 | 0.58% | −109−0.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,849 | $154.8 萬 | 0.05% | −184−1.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,779 | $154.1 萬 | 0.04% | +1,334+9.9% | 加碼 |
| Delphi Management Inc | 14,762 | $153.9 萬 | 1.40% | −3,314−18.3% | 減碼 |
| Wilkins Investment Counsel Inc | 14,714 | $153.4 萬 | 0.21% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 14,704 | $153.3 萬 | 1.42% | −4,890−25.0% | 減碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $153.2 萬 | 0.50% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 14,690 | $153.1 萬 | 0.11% | +1,803+14.0% | 加碼 |
| Courier Capital LLC | 14,622 | $152.4 萬 | 0.10% | −550−3.6% | 減碼 |
| NewEdge Wealth, LLC | 14,604 | $152.2 萬 | 0.03% | +3,420+30.6% | 加碼 |
| Qtron Investments LLC | 14,581 | $152.0 萬 | 0.21% | +3,412+30.5% | 加碼 |
| Central Pacific Bank - Trust Division | 14,414 | $150.3 萬 | 0.19% | +308+2.2% | 加碼 |
| Concord Wealth Partners | 14,357 | $149.7 萬 | 0.25% | +785+5.8% | 加碼 |