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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 8,366 | $105.2 萬 | 0.08% | −106−1.3% | 減碼 |
| Autumn Glory Partners, LLC | 8,377 | $105.3 萬 | 0.52% | −4,535−35.1% | 減碼 |
| Proficio Capital Partners LLC | 8,393 | $105.5 萬 | 0.09% | +4,372+108.7% | 加碼 |
| Orion Capital Management LLC | 8,460 | $106.4 萬 | 0.47% | −280−3.2% | 減碼 |
| E&G Advisors, LP | 8,710 | $107.3 萬 | 0.29% | 00.0% | 不變 |
| BNP Paribas | 8,548 | $107.5 萬 | 0.04% | +5,093+147.4% | 加碼 |
| Capstone Investment Advisors, LLC | 8,552 | $107.5 萬 | 0.01% | −18,262−68.1% | 減碼 |
| Portside Wealth Group, LLC | 8,555 | $107.6 萬 | 0.18% | +513+6.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 8,560 | $107.6 萬 | 0.02% | +110+1.3% | 加碼 |
| Bank of Jackson Hole Trust | 8,576 | $107.8 萬 | 0.72% | +8,576 | 新進 |
| LSV Asset Management | 8,648 | $108.7 萬 | 0.00% | +48+0.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,704 | $109.4 萬 | 0.05% | −1,922−18.1% | 減碼 |
| Eastern Bank | 8,705 | $109.4 萬 | 0.02% | −513−5.6% | 減碼 |
| Private Portfolio Partners LLC | 8,712 | $109.5 萬 | 0.20% | +46+0.5% | 加碼 |
| Maven Securities LTD | 8,737 | $109.8 萬 | 0.18% | +4,180+91.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 8,750 | $110.0 萬 | 0.08% | −5,508−38.6% | 減碼 |
| Aaron Wealth Advisors | 8,761 | $110.1 萬 | 0.13% | +578+7.1% | 加碼 |
| Busey Wealth Management | 8,771 | $110.3 萬 | 0.04% | −173−1.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,802 | $110.7 萬 | 0.04% | +395+4.7% | 加碼 |
| Centaurus Financial, Inc. | 8,815 | $110.8 萬 | 0.07% | −373−4.1% | 減碼 |
| Pennsylvania Capital Management Inc | 8,818 | $110.9 萬 | 0.38% | +26+0.3% | 加碼 |
| Gsa Capital Partners LLP | 8,852 | $111.3 萬 | 0.08% | +3,928+79.8% | 加碼 |
| bLong Financial, LLC | 8,871 | $111.5 萬 | 0.92% | +8,871 | 新進 |
| Farther Finance Advisors, LLC | 8,923 | $112.2 萬 | 0.04% | −4,726−34.6% | 減碼 |
| Old National Bancorp | 8,972 | $112.8 萬 | 0.03% | −846−8.6% | 減碼 |
| First Citizens Financial Corp | 8,999 | $113.1 萬 | 0.61% | −320−3.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 9,013 | $113.3 萬 | 0.55% | −91−1.0% | 減碼 |
| Longfellow Investment Management Co LLC | 9,059 | $113.9 萬 | 0.29% | −2,886−24.2% | 減碼 |
| Rockland Trust Co | 9,060 | $113.9 萬 | 0.06% | −665−6.8% | 減碼 |
| Nilsine Partners, LLC | 9,100 | $114.4 萬 | 0.12% | +1,289+16.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,143 | $114.9 萬 | 0.06% | 00.0% | 不變 |
| DRW Securities, LLC | 9,175 | $115.3 萬 | 0.08% | +4,596+100.4% | 加碼 |
| Texas Capital Bancshares Inc | 9,214 | $115.8 萬 | 0.47% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 9,281 | $116.7 萬 | 0.47% | +33+0.4% | 加碼 |
| Syon Capital LLC | 9,306 | $117.0 萬 | 0.11% | +3,470+59.5% | 加碼 |
| Sienna Gestion | 9,346 | $117.5 萬 | 0.08% | 00.0% | 不變 |
| W Advisors, LLC | 9,363 | $117.7 萬 | 0.73% | +15+0.2% | 加碼 |
| Moment Partners, LLC | 9,367 | $117.8 萬 | 0.22% | +9,367 | 新進 |
| Atlas Legacy Advisors, LLC | 9,405 | $118.2 萬 | 0.29% | +9,405 | 新進 |
| Triangle Securities Wealth Management | 9,442 | $118.7 萬 | 0.30% | −581−5.8% | 減碼 |
| Gladius Capital Management LP | 9,482 | $119.2 萬 | 0.69% | +9,482 | 新進 |
| USA Financial Portformulas Corp | 9,504 | $119.5 萬 | 0.19% | +9,504 | 新進 |
| Gallagher Capital Advisors, LLC | 9,505 | $119.5 萬 | 0.87% | +9,505 | 新進 |
| Investors Research Corp | 9,550 | $120.1 萬 | 0.26% | −400−4.0% | 減碼 |
| NCM Capital Management, LLC | 9,589 | $120.6 萬 | 0.54% | 00.0% | 不變 |
| Quilter Plc | 9,595 | $120.6 萬 | 0.02% | +3,580+59.5% | 加碼 |
| Legacy Bridge, LLC | 9,658 | $121.4 萬 | 0.63% | 00.0% | 不變 |
| Zacks Investment Management | 9,662 | $121.5 萬 | 0.01% | +3,089+47.0% | 加碼 |
| Lakeview Capital Partners, LLC | 9,692 | $121.9 萬 | 0.27% | −4,382−31.1% | 減碼 |
| Donald L. Hagan, LLC | 9,693 | $121.9 萬 | 0.63% | −535−5.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 9,708 | $122.0 萬 | 0.10% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 9,733 | $122.4 萬 | 0.14% | +915+10.4% | 加碼 |
| Diversify Advisory Services, LLC | 9,918 | $122.4 萬 | 0.07% | −559−5.3% | 減碼 |
| Buckley Wealth Management, LLC | 9,785 | $123.0 萬 | 0.38% | +96+1.0% | 加碼 |
| Modera Wealth Management, LLC | 9,788 | $123.1 萬 | 0.01% | +480+5.2% | 加碼 |
| BluePath Capital Management, LLC | 9,952 | $123.4 萬 | 0.67% | +1,352+15.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,877 | $124.2 萬 | 0.08% | +6,163+165.9% | 加碼 |
| Verity & Verity, LLC | 9,879 | $124.2 萬 | 0.11% | +9,879 | 新進 |
| Fort Point Capital Partners LLC | 9,911 | $124.6 萬 | 0.14% | +40.0% | 加碼 |
| FourThought Financial Partners, LLC | 9,949 | $125.1 萬 | 0.13% | +9,949 | 新進 |
| Mesirow Financial Investment Management, Inc. | 9,981 | $125.5 萬 | 0.02% | −377−3.6% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $125.7 萬 | 0.02% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 10,061 | $126.5 萬 | 1.06% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 10,072 | $126.6 萬 | 0.19% | −271−2.6% | 減碼 |
| Trustmark National Bank Trust Department | 10,081 | $126.7 萬 | 0.09% | +10,081 | 新進 |
| Symphony Financial, Ltd. Co. | 9,440 | $128.5 萬 | 0.20% | +3,193+51.1% | 加碼 |
| Howard Capital Management Inc. | 10,244 | $128.8 萬 | 0.02% | +476+4.9% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,256 | $128.9 萬 | 0.27% | −38−0.4% | 減碼 |
| Advanced Portfolio Management, LLC | 9,321 | $129.0 萬 | 1.52% | +9,321 | 新進 |
| Teza Capital Management LLC | 10,327 | $129.8 萬 | 0.20% | +4,524+78.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 10,370 | $130.4 萬 | 0.06% | +305+3.0% | 加碼 |
| Financial Engines Advisors L.L.C. | 10,531 | $132.4 萬 | 0.00% | +3,893+58.6% | 加碼 |
| CFM Wealth Partners LLC | 10,544 | $132.6 萬 | 0.22% | +373+3.7% | 加碼 |
| Dakota Wealth Management | 10,575 | $132.9 萬 | 0.03% | −704−6.2% | 減碼 |
| First Horizon Advisors, Inc. | 10,596 | $133.2 萬 | 0.04% | −731−6.5% | 減碼 |
| Cape Ann Savings Bank | 10,602 | $133.3 萬 | 0.78% | −477−4.3% | 減碼 |
| SBI Securities Co., Ltd. | 10,608 | $133.4 萬 | 0.04% | +10,608 | 新進 |
| Mork Capital Management, LLC | 10,670 | $134.1 萬 | 0.88% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 10,815 | $136.0 萬 | 0.63% | −20−0.2% | 減碼 |
| Gibraltar Capital Management, Inc. | 10,835 | $136.2 萬 | 0.60% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 10,953 | $137.7 萬 | 0.56% | −458−4.0% | 減碼 |
| LVW Advisors, LLC | 10,960 | $137.8 萬 | 0.17% | −1,694−13.4% | 減碼 |
| Washington Trust Co | 10,985 | $138.1 萬 | 0.05% | −8−0.1% | 減碼 |
| Avalon Trust Co | 11,000 | $138.3 萬 | 0.10% | 00.0% | 不變 |
| Choate Investment Advisors | 11,029 | $138.7 萬 | 0.03% | +1,128+11.4% | 加碼 |
| GTS Securities LLC | 11,090 | $139.4 萬 | 0.07% | −469−4.1% | 減碼 |
| Delta Asset Management LLC | 11,102 | $139.6 萬 | 0.12% | −725−6.1% | 減碼 |
| Venturi Wealth Management, LLC | 11,112 | $139.7 萬 | 0.07% | +711+6.8% | 加碼 |
| Long Run Wealth Advisors, LLC | 11,143 | $140.1 萬 | 0.34% | −2,136−16.1% | 減碼 |
| Quadcap Wealth Management, LLC | 11,166 | $140.4 萬 | 0.21% | −109−1.0% | 減碼 |
| Parcion Private Wealth LLC | 11,202 | $140.8 萬 | 0.11% | +150+1.4% | 加碼 |
| Prospera Financial Services Inc | 11,233 | $141.2 萬 | 0.03% | −9,705−46.4% | 減碼 |
| Trust Point Inc. | 11,254 | $141.5 萬 | 0.10% | +142+1.3% | 加碼 |
| Helios Capital Management Pte. Ltd | 11,300 | $142.1 萬 | 0.83% | 00.0% | 不變 |
| Mather Group, LLC. | 11,326 | $142.4 萬 | 0.02% | +285+2.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 11,382 | $143.1 萬 | 0.19% | −10.0% | 減碼 |
| Ar Asset Management Inc | 11,400 | $143.3 萬 | 0.32% | 00.0% | 不變 |
| Buffington Mohr McNeal | 11,440 | $143.8 萬 | 0.24% | +65+0.6% | 加碼 |
| Simplex Trading, LLC | 11,472 | $144.2 萬 | 0.04% | +11,472 | 新進 |
| Savvy Advisors, Inc. | 11,556 | $145.3 萬 | 0.17% | +7,648+195.7% | 加碼 |