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 4 季 13F 持有人
Morgan Stanley 在 2024/12/31 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
- 2,118
- 較 2024 年第 3 季 +276 家
- 持有股數
- 13.6 億
- 較 2024 年第 3 季 +1,069 萬 (+0.8%)
- 總市值
- $1,709 億
- 較 2024 年第 3 季 +$301.1 億 (+21.4%)
- 新進機構
- 358
- 另有 704 家加碼
- 清倉機構
- 82
- 另有 792 家減碼
另有 33 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 6,629 | $83.3 萬 | 0.26% | −33−0.5% | 減碼 |
| Raleigh Capital Management Inc. | 6,646 | $83.6 萬 | 0.32% | −1,416−17.6% | 減碼 |
| Claro Advisors LLC | 6,647 | $83.6 萬 | 0.11% | −1,347−16.9% | 減碼 |
| IHT Wealth Management, LLC | 6,662 | $83.7 萬 | 0.03% | −2,115−24.1% | 減碼 |
| Gryphon Financial Partners LLC | 6,670 | $83.9 萬 | 0.12% | −325−4.6% | 減碼 |
| Robotti Robert | 6,715 | $84.4 萬 | 0.15% | −500−6.9% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $84.5 萬 | 0.21% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 6,735 | $84.7 萬 | 0.25% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 6,735 | $84.7 萬 | 0.16% | +90+1.4% | 加碼 |
| Johnson Investment Counsel Inc | 6,739 | $84.7 萬 | 0.01% | +1,463+27.7% | 加碼 |
| Morningstar Investment Management LLC | 6,751 | $84.9 萬 | 0.07% | −12,843−65.5% | 減碼 |
| Affinity Investment Advisors, LLC | 6,762 | $85.0 萬 | 0.71% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 6,768 | $85.1 萬 | 0.01% | −73−1.1% | 減碼 |
| Hills Bank & Trust Co | 6,798 | $85.5 萬 | 0.06% | −45−0.7% | 減碼 |
| Triad Wealth Partners, LLC | 6,821 | $85.8 萬 | 0.31% | +6,821 | 新進 |
| Sage Mountain Advisors LLC | 6,841 | $86.0 萬 | 0.06% | +689+11.2% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 6,874 | $86.4 萬 | 0.21% | +3,232+88.7% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,890 | $86.6 萬 | 0.15% | −1,110−13.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 6,926 | $87.1 萬 | 0.04% | +4,820+228.9% | 加碼 |
| IFG Advisors, LLC | 6,932 | $87.1 萬 | 0.17% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 6,935 | $87.2 萬 | 0.04% | +361+5.5% | 加碼 |
| Beacon Financial Group | 6,951 | $87.4 萬 | 0.09% | −134−1.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,966 | $87.5 萬 | 0.02% | −210−2.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 6,969 | $87.6 萬 | 0.07% | −2,828−28.9% | 減碼 |
| Davis R M Inc | 6,977 | $87.7 萬 | 0.02% | +993+16.6% | 加碼 |
| San Luis Wealth Advisors LLC | 6,990 | $87.9 萬 | 0.17% | +419+6.4% | 加碼 |
| Oddo BHF Asset Management SAS | 7,000 | $88.0 萬 | 0.04% | 00.0% | 不變 |
| Mission Wealth Management, LP | 7,007 | $88.1 萬 | 0.02% | −1,024−12.8% | 減碼 |
| Main Street Financial Solutions, LLC | 7,053 | $88.7 萬 | 0.09% | +3,143+80.4% | 加碼 |
| Graypoint LLC | 7,057 | $88.7 萬 | 0.05% | +424+6.4% | 加碼 |
| TriaGen Wealth Management LLC | 7,068 | $88.9 萬 | 0.30% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 7,085 | $89.1 萬 | 0.44% | +322+4.8% | 加碼 |
| Clarendon Private LLC | 7,098 | $89.2 萬 | 0.93% | +7,098 | 新進 |
| Argus Investors' Counsel, Inc. | 7,100 | $89.3 萬 | 0.60% | −2,300−24.5% | 減碼 |
| CBOE Vest Financial, LLC | 7,100 | $89.3 萬 | 0.02% | +1,259+21.6% | 加碼 |
| Hancock Whitney Corp | 7,123 | $89.6 萬 | 0.03% | +2,725+62.0% | 加碼 |
| Intrua Financial, LLC | 7,187 | $90.4 萬 | 0.15% | −698−8.9% | 減碼 |
| North Star Investment Management Corp. | 7,204 | $90.6 萬 | 0.06% | −12−0.2% | 減碼 |
| LGT Fund Management Co Ltd. | 7,214 | $90.7 萬 | 0.08% | −933−11.5% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,217 | $90.7 萬 | 0.13% | −172−2.3% | 減碼 |
| Transatlantique Private Wealth LLC | 7,220 | $90.8 萬 | 0.34% | −156−2.1% | 減碼 |
| CVA Family Office, LLC | 7,237 | $91.0 萬 | 0.14% | +4,643+179.0% | 加碼 |
| Mindset Wealth Management, LLC | 7,238 | $91.0 萬 | 0.33% | −512−6.6% | 減碼 |
| LexAurum Advisors, LLC | 7,239 | $91.0 萬 | 0.18% | +572+8.6% | 加碼 |
| Shelton Capital Management | 7,244 | $91.1 萬 | 0.02% | −3,132−30.2% | 減碼 |
| HM Payson & Co | 7,257 | $91.2 萬 | 0.02% | −53−0.7% | 減碼 |
| Ci Investments Inc. | 7,266 | $91.3 萬 | 0.00% | −64,629−89.9% | 減碼 |
| Signature Estate & Investment Advisors LLC | 7,311 | $91.9 萬 | 0.02% | +114+1.6% | 加碼 |
| Amica Retiree Medical Trust | 7,322 | $92.1 萬 | 0.87% | −1,189−14.0% | 減碼 |
| Operose Advisors LLC | 7,357 | $92.5 萬 | 0.32% | −531−6.7% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $92.6 萬 | 0.10% | −824−10.1% | 減碼 |
| Everhart Financial Group, Inc. | 7,374 | $92.7 萬 | 0.19% | +2,169+41.7% | 加碼 |
| Flow Traders U.S. LLC | 7,383 | $92.8 萬 | 0.04% | +7,383 | 新進 |
| Wealth Alliance | 7,431 | $93.4 萬 | 0.11% | −1,256−14.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 7,482 | $94.1 萬 | 0.03% | +3,809+103.7% | 加碼 |
| Independent Investors Inc | 7,483 | $94.1 萬 | 0.19% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,530 | $94.7 萬 | 0.21% | −103−1.3% | 減碼 |
| Perpetual Ltd | 7,552 | $94.9 萬 | 0.01% | −300−3.8% | 減碼 |
| Breakwater Capital Group | 7,570 | $95.2 萬 | 0.19% | −52−0.7% | 減碼 |
| Genesee Capital Advisors, LLC | 7,583 | $95.3 萬 | 0.44% | −178−2.3% | 減碼 |
| Impact Capital Partners LLC | 7,585 | $95.4 萬 | 0.34% | +7,585 | 新進 |
| CX Institutional | 7,604 | $95.6 萬 | 0.04% | +465+6.5% | 加碼 |
| David Loasby | 7,758 | $95.8 萬 | 0.09% | +164+2.2% | 加碼 |
| Bank of Stockton | 7,619 | $95.8 萬 | 0.29% | +59+0.8% | 加碼 |
| Resurgent Financial Advisors LLC | 7,654 | $96.2 萬 | 0.57% | −187−2.4% | 減碼 |
| Waldron Private Wealth LLC | 7,669 | $96.4 萬 | 0.04% | +210+2.8% | 加碼 |
| Bull Street Advisors, LLC | 7,679 | $96.5 萬 | 0.47% | −50−0.6% | 減碼 |
| Adviser Investments LLC | 7,705 | $96.9 萬 | 0.01% | +2,272+41.8% | 加碼 |
| Cookson Peirce & Co Inc | 7,719 | $97.0 萬 | 0.04% | +926+13.6% | 加碼 |
| Charles Schwab Trust Co | 7,723 | $97.1 萬 | 0.08% | +472+6.5% | 加碼 |
| IFP Advisors, Inc | 7,723 | $97.1 萬 | 0.03% | −1,038−11.8% | 減碼 |
| Shulman DeMeo Asset Management LLC | 7,726 | $97.1 萬 | 0.26% | +11+0.1% | 加碼 |
| Brookstone Capital Management | 7,754 | $97.5 萬 | 0.01% | +726+10.3% | 加碼 |
| Cim Investment Mangement Inc | 7,779 | $97.8 萬 | 0.29% | −10−0.1% | 減碼 |
| Mechanics Financial Corp | 7,788 | $97.9 萬 | 0.44% | −35−0.4% | 減碼 |
| Corsair Capital Management, L.P. | 7,814 | $98.2 萬 | 0.21% | −189−2.4% | 減碼 |
| Cidel Asset Management Inc | 7,828 | $98.4 萬 | 0.07% | −327−4.0% | 減碼 |
| Hartford Funds Management Co LLC | 7,869 | $98.9 萬 | 0.09% | −5,233−39.9% | 減碼 |
| TigerOak Management, L.L.C. | 7,942 | $99.8 萬 | 0.37% | +7,942 | 新進 |
| Advisors Capital Management, LLC | 7,969 | $100.2 萬 | 0.02% | +1,358+20.5% | 加碼 |
| Rothschild Investment LLC | 7,970 | $100.2 萬 | 0.07% | +95+1.2% | 加碼 |
| Patton Albertson Miller Group, LLC | 8,023 | $100.9 萬 | 0.13% | +60+0.8% | 加碼 |
| KPP Advisory Services LLC | 8,032 | $101.0 萬 | 0.24% | +263+3.4% | 加碼 |
| Paladin Wealth, LLC | 8,059 | $101.3 萬 | 0.88% | −379−4.5% | 減碼 |
| South Plains Financial, Inc. | 8,082 | $101.6 萬 | 0.78% | +8,082 | 新進 |
| Chicago Partners Investment Group LLC | 7,979 | $102.0 萬 | 0.03% | +1,044+15.1% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,129 | $102.2 萬 | 0.08% | +50+0.6% | 加碼 |
| Csenge Advisory Group | 8,130 | $102.2 萬 | 0.06% | −79−1.0% | 減碼 |
| TRUE Private Wealth Advisors | 8,181 | $102.9 萬 | 0.12% | −86−1.0% | 減碼 |
| Net Worth Advisory Group | 8,191 | $103.0 萬 | 0.31% | +57+0.7% | 加碼 |
| Myriad Asset Management US LP | 8,194 | $103.0 萬 | 0.69% | +8,194 | 新進 |
| Icon Wealth Advisors, LLC | 8,199 | $103.1 萬 | 0.08% | −226−2.7% | 減碼 |
| Boston Financial Mangement LLC | 8,203 | $103.1 萬 | 0.03% | +3,315+67.8% | 加碼 |
| Sage Rhino Capital LLC | 8,237 | $103.6 萬 | 0.23% | −194−2.3% | 減碼 |
| Financial Management Professionals, Inc. | 8,259 | $103.8 萬 | 0.13% | +673+8.9% | 加碼 |
| Berkshire Bank | 8,308 | $104.4 萬 | 0.24% | +1,241+17.6% | 加碼 |
| GAM Holding AG | 8,321 | $104.6 萬 | 0.08% | +8,321 | 新進 |
| Herold Advisors, Inc. | 8,321 | $104.6 萬 | 0.23% | +468+6.0% | 加碼 |
| Terry L. Blaker | 8,327 | $104.7 萬 | 0.04% | +66+0.8% | 加碼 |
| Good Life Advisors, LLC | 8,356 | $105.1 萬 | 0.08% | −1,157−12.2% | 減碼 |