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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 11,561 | $145.3 萬 | 0.05% | −1,862−13.9% | 減碼 |
| Principle Wealth Partners LLC | 11,627 | $146.2 萬 | 0.10% | −47−0.4% | 減碼 |
| Parsons Capital Management Inc | 11,654 | $146.5 萬 | 0.08% | +21+0.2% | 加碼 |
| Spire Wealth Management | 11,658 | $146.6 萬 | 0.05% | +211+1.8% | 加碼 |
| Mutual Advisors, LLC | 10,813 | $146.9 萬 | 0.04% | −3,575−24.8% | 減碼 |
| Wedmont Private Capital | 11,972 | $147.8 萬 | 0.08% | +1,249+11.6% | 加碼 |
| Lee Financial Co | 11,791 | $148.2 萬 | 0.21% | −185−1.5% | 減碼 |
| Independence Bank of Kentucky | 11,845 | $148.9 萬 | 0.23% | −254−2.1% | 減碼 |
| Concord Asset Management, LLC | 11,872 | $149.3 萬 | 0.33% | −2,274−16.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 11,878 | $149.3 萬 | 0.01% | +1,027+9.5% | 加碼 |
| Rossmore Private Capital | 11,898 | $149.6 萬 | 0.18% | −70−0.6% | 減碼 |
| Worth Asset Management, LLC | 11,916 | $149.8 萬 | 0.80% | +11,916 | 新進 |
| Chemung Canal Trust Co | 11,996 | $150.8 萬 | 0.31% | −361−2.9% | 減碼 |
| Cigna Investments Inc | 12,001 | $150.9 萬 | 0.27% | −59−0.5% | 減碼 |
| Moss Adams Wealth Advisors LLC | 12,027 | $151.2 萬 | 0.16% | +7,492+165.2% | 加碼 |
| Exchange Traded Concepts, LLC | 12,055 | $151.6 萬 | 0.03% | −93,835−88.6% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 12,067 | $151.7 萬 | 0.05% | +3,160+35.5% | 加碼 |
| Delphi Management Inc | 12,079 | $151.9 萬 | 1.47% | −2,683−18.2% | 減碼 |
| Smartleaf Asset Management LLC | 12,083 | $151.9 萬 | 0.15% | +2,526+26.4% | 加碼 |
| Bard Financial Services, Inc. | 12,180 | $153.1 萬 | 0.18% | −250−2.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 49,063 | $153.9 萬 | 0.27% | +12,179+33.0% | 加碼 |
| GeoWealth Management, LLC | 12,253 | $154.0 萬 | 0.05% | +5,269+75.4% | 加碼 |
| Donoghue Forlines LLC | 12,283 | $154.4 萬 | 0.52% | +12,283 | 新進 |
| Quent Capital, LLC | 12,298 | $154.6 萬 | 0.16% | +80+0.7% | 加碼 |
| Viewpoint Capital Management LLC | 12,319 | $154.9 萬 | 0.81% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 12,358 | $155.4 萬 | 0.03% | −1,133−8.4% | 減碼 |
| Lansing Street Advisors | 12,385 | $155.7 萬 | 0.54% | +101+0.8% | 加碼 |
| Edgestream Partners, L.P. | 12,394 | $155.8 萬 | 0.07% | −21,228−63.1% | 減碼 |
| Camarda Financial Advisors, LLC | 12,410 | $156.0 萬 | 0.59% | +666+5.7% | 加碼 |
| AIA Group Ltd | 12,445 | $156.5 萬 | 0.04% | −109−0.9% | 減碼 |
| Mosley Wealth Management | 11,291 | $156.6 萬 | 0.97% | +6,009+113.8% | 加碼 |
| Evoke Wealth, LLC | 12,488 | $157.0 萬 | 0.04% | −273−2.1% | 減碼 |
| Convergence Investment Partners, LLC | 12,524 | $157.5 萬 | 0.35% | +407+3.4% | 加碼 |
| Berkshire Asset Management LLC | 11,453 | $157.8 萬 | 0.07% | −343−2.9% | 減碼 |
| Interchange Capital Partners, LLC | 12,557 | $157.9 萬 | 0.57% | −830−6.2% | 減碼 |
| Concord Wealth Partners | 12,574 | $158.1 萬 | 0.26% | −1,783−12.4% | 減碼 |
| First Bank & Trust | 12,589 | $158.3 萬 | 0.30% | +10,125+410.9% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $158.4 萬 | 0.47% | 00.0% | 不變 |
| Central Asset Investments & Management Holdings (HK) Ltd | 12,621 | $158.7 萬 | 0.97% | +12,621 | 新進 |
| Radnor Capital Management, LLC | 12,629 | $158.8 萬 | 0.27% | 00.0% | 不變 |
| Panagora Asset Management Inc | 12,707 | $159.8 萬 | 0.01% | −20.0% | 減碼 |
| Evelyn Partners Investment Management LLP | 12,720 | $159.9 萬 | 0.05% | +12,720 | 新進 |
| J.W. Cole Advisors, Inc. | 12,749 | $160.3 萬 | 0.06% | −756−5.6% | 減碼 |
| Clarius Group, LLC | 12,750 | $160.3 萬 | 0.11% | +14+0.1% | 加碼 |
| Excalibur Management Corp | 12,766 | $160.5 萬 | 0.64% | −1,170−8.4% | 減碼 |
| Brighton Jones LLC | 12,782 | $160.7 萬 | 0.05% | +1,185+10.2% | 加碼 |
| Crestwood Advisors Group LLC | 12,830 | $161.3 萬 | 0.03% | +679+5.6% | 加碼 |
| Magnus Financial Group LLC | 12,971 | $163.1 萬 | 0.16% | +1,532+13.4% | 加碼 |
| Sagespring Wealth Partners, LLC | 13,045 | $164.0 萬 | 0.04% | +13,045 | 新進 |
| Compton Wealth Advisory Group, LLC | 13,093 | $164.6 萬 | 0.42% | +842+6.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 13,160 | $165.5 萬 | 0.09% | +1,265+10.6% | 加碼 |
| Mirabella Financial Services LLP | 13,265 | $166.7 萬 | 0.15% | +13,265 | 新進 |
| Avestar Capital, LLC | 13,290 | $167.1 萬 | 0.15% | +80+0.6% | 加碼 |
| Insigneo Advisory Services, LLC | 13,350 | $167.8 萬 | 0.17% | −9,195−40.8% | 減碼 |
| Trust Co of Vermont | 13,400 | $168.5 萬 | 0.08% | −179−1.3% | 減碼 |
| LS Investment Advisors, LLC | 13,470 | $169.3 萬 | 0.25% | −55−0.4% | 減碼 |
| Systematic Financial Management LP | 13,500 | $169.7 萬 | 0.04% | 00.0% | 不變 |
| Umpqua Bank | 13,659 | $170.2 萬 | 0.59% | +620+4.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 13,550 | $170.4 萬 | 0.08% | −9,052−40.0% | 減碼 |
| Aventura Private Wealth, LLC | 13,588 | $170.8 萬 | 0.92% | +13,588 | 新進 |
| Jump Financial, LLC | 13,598 | $171.0 萬 | 0.04% | +7,666+129.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 13,614 | $171.2 萬 | 0.16% | 00.0% | 不變 |
| TLWM | 13,615 | $171.2 萬 | 0.34% | +584+4.5% | 加碼 |
| Golden State Equity Partners | 13,676 | $171.9 萬 | 0.33% | −4,402−24.4% | 減碼 |
| Greenwich Wealth Management LLC | 13,703 | $172.3 萬 | 0.12% | +1,036+8.2% | 加碼 |
| Garner Asset Management Corp | 13,744 | $172.8 萬 | 0.80% | −193−1.4% | 減碼 |
| Schear Investment Advisers, LLC | 13,809 | $173.6 萬 | 0.92% | +3,018+28.0% | 加碼 |
| Schechter Investment Advisors, LLC | 13,829 | $173.9 萬 | 0.13% | −1,739−11.2% | 減碼 |
| Central Pacific Bank - Trust Division | 13,858 | $174.2 萬 | 0.23% | −556−3.9% | 減碼 |
| Parkside Financial Bank & Trust | 13,906 | $174.8 萬 | 0.23% | +338+2.5% | 加碼 |
| AE Wealth Management LLC | 13,910 | $174.9 萬 | 0.01% | +334+2.5% | 加碼 |
| Qtron Investments LLC | 13,955 | $175.4 萬 | 0.25% | −626−4.3% | 減碼 |
| NBT Bank N A | 14,024 | $176.3 萬 | 0.12% | −1,263−8.3% | 減碼 |
| Tocqueville Asset Management L.P. | 14,045 | $176.6 萬 | 0.03% | −95−0.7% | 減碼 |
| Foster & Motley Inc | 14,080 | $177.0 萬 | 0.12% | −1,052−7.0% | 減碼 |
| Norden Group LLC | 14,133 | $177.7 萬 | 0.20% | −116−0.8% | 減碼 |
| Quadrant Capital Group LLC | 14,145 | $177.8 萬 | 0.12% | +801+6.0% | 加碼 |
| Merit Financial Group, LLC | 14,158 | $178.0 萬 | 0.03% | +6,204+78.0% | 加碼 |
| Diligent Investors, LLC | 14,160 | $178.0 萬 | 0.41% | +9+0.1% | 加碼 |
| Great Diamond Partners, LLC | 14,236 | $179.0 萬 | 0.46% | −99−0.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 14,472 | $181.9 萬 | 0.18% | +352+2.5% | 加碼 |
| Dynasty Wealth Management, LLC | 14,519 | $182.5 萬 | 0.03% | −6,655−31.4% | 減碼 |
| Congress Asset Management Co | 14,533 | $182.7 萬 | 0.01% | +14,533 | 新進 |
| Procyon Private Wealth Partners, LLC | 14,538 | $182.8 萬 | 0.12% | −152−1.0% | 減碼 |
| NVWM, LLC | 14,591 | $183.4 萬 | 0.46% | −440−2.9% | 減碼 |
| Wilkins Investment Counsel Inc | 14,614 | $183.7 萬 | 0.27% | −100−0.7% | 減碼 |
| Courier Capital LLC | 14,663 | $184.3 萬 | 0.13% | +41+0.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 14,700 | $184.8 萬 | 0.60% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 14,706 | $184.9 萬 | 0.10% | −2,435−14.2% | 減碼 |
| AMG National Trust Bank | 14,808 | $186.2 萬 | 0.05% | +536+3.8% | 加碼 |
| Global Retirement Partners, LLC | 14,844 | $186.6 萬 | 0.05% | +727+5.1% | 加碼 |
| Ronald Blue Trust, Inc. | 14,972 | $188.2 萬 | 0.02% | −162−1.1% | 減碼 |
| Dempze Nancy E | 15,000 | $188.6 萬 | 1.09% | 00.0% | 不變 |
| Chesapeake Wealth Management | 15,001 | $188.6 萬 | 0.65% | −159−1.0% | 減碼 |
| AlTi Global, Inc. | 13,739 | $188.6 萬 | 0.05% | +1,779+14.9% | 加碼 |
| Prudent Man Advisors, LLC | 15,019 | $188.8 萬 | 0.69% | −4,165−21.7% | 減碼 |
| Mystic Asset Management, Inc. | 15,064 | $189.4 萬 | 0.51% | −407−2.6% | 減碼 |
| OmniStar Financial Group, Inc. | 15,113 | $190.0 萬 | 1.53% | +155+1.0% | 加碼 |
| Krilogy Financial LLC | 15,170 | $190.7 萬 | 0.13% | +1,224+8.8% | 加碼 |
| Altrafin AG | 15,200 | $191.1 萬 | 0.66% | −587−3.7% | 減碼 |