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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 15,200 | $191.1 萬 | 0.97% | −1,700−10.1% | 減碼 |
| Atomi Financial Group, Inc. | 15,220 | $191.3 萬 | 0.10% | +2,327+18.0% | 加碼 |
| Northcape Wealth Management, LLC | 15,256 | $191.8 萬 | 0.62% | −46−0.3% | 減碼 |
| Trust Asset Management LLC | 15,287 | $192.2 萬 | 0.15% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 15,329 | $192.7 萬 | 0.02% | −1,021−6.2% | 減碼 |
| White Pine Capital LLC | 15,355 | $193.0 萬 | 0.65% | −20.0% | 減碼 |
| Trust Investment Advisors | 15,377 | $193.3 萬 | 1.23% | −1,139−6.9% | 減碼 |
| Somerset Trust Co | 15,422 | $193.9 萬 | 0.73% | +503+3.4% | 加碼 |
| Waterfront Wealth Inc. | 15,495 | $194.8 萬 | 0.47% | +214+1.4% | 加碼 |
| Brown Financial Advisors | 15,622 | $196.4 萬 | 0.79% | −1,314−7.8% | 減碼 |
| Resources Investment Advisors, LLC. | 15,869 | $199.5 萬 | 0.02% | −2,389−13.1% | 減碼 |
| 1st Source Bank | 15,925 | $200.2 萬 | 0.11% | +73+0.5% | 加碼 |
| Decatur Capital Management, Inc. | 15,949 | $200.5 萬 | 0.91% | −237−1.5% | 減碼 |
| Aspen Grove Capital, LLC | 15,952 | $200.5 萬 | 0.43% | −10,499−39.7% | 減碼 |
| Charter Oak Capital Management, LLC | 15,993 | $201.1 萬 | 0.19% | +1,776+12.5% | 加碼 |
| Cherokee Insurance Co | 16,000 | $201.2 萬 | 0.91% | +16,000 | 新進 |
| Two Sigma Advisers, LP | 16,100 | $202.4 萬 | 0.00% | +16,100 | 新進 |
| Cullen/Frost Bankers, Inc. | 16,117 | $202.6 萬 | 0.03% | +193+1.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 16,171 | $203.3 萬 | 1.65% | −975−5.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 16,186 | $203.5 萬 | 0.21% | +147+0.9% | 加碼 |
| Matrix Trust Co | 16,228 | $204.0 萬 | 0.35% | +16,228 | 新進 |
| Coastline Trust Co | 16,274 | $204.6 萬 | 0.24% | −909−5.3% | 減碼 |
| Howland Capital Management LLC | 16,298 | $204.9 萬 | 0.09% | −18−0.1% | 減碼 |
| Boston Private Wealth LLC | 16,333 | $205.3 萬 | 0.04% | +16,333 | 新進 |
| Vanguard Capital Wealth Advisors | 16,361 | $205.7 萬 | 2.24% | +4,025+32.6% | 加碼 |
| Checchi Capital Advisers, LLC | 16,459 | $206.9 萬 | 0.15% | −607−3.6% | 減碼 |
| Altman Advisors, Inc. | 16,530 | $207.8 萬 | 0.89% | −51−0.3% | 減碼 |
| Walleye Capital LLC | 16,667 | $209.5 萬 | 0.02% | −116,747−87.5% | 減碼 |
| Capital Markets Trading UK LLP | 16,696 | $209.9 萬 | 1.24% | +1,992+13.5% | 加碼 |
| Snowden Capital Advisors LLC | 16,725 | $210.3 萬 | 0.07% | −672−3.9% | 減碼 |
| Valeo Financial Advisors, LLC | 16,736 | $210.4 萬 | 0.06% | +70+0.4% | 加碼 |
| Intrust Bank NA | 16,748 | $210.6 萬 | 0.21% | +804+5.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 16,763 | $210.7 萬 | 0.36% | +388+2.4% | 加碼 |
| Miracle Mile Advisors, LLC | 16,968 | $213.3 萬 | 0.04% | +9,156+117.2% | 加碼 |
| IFC Advisors LLC | 16,986 | $213.5 萬 | 0.47% | +16,986 | 新進 |
| International Assets Investment Management, LLC | 713,976 | $213.7 萬 | 0.18% | +713,976 | 新進 |
| Ashburton (Jersey) Ltd | 17,005 | $213.8 萬 | 0.94% | −906−5.1% | 減碼 |
| Oak Asset Management, LLC | 17,118 | $215.2 萬 | 0.80% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 17,118 | $215.2 萬 | 0.06% | −323−1.9% | 減碼 |
| Bradley Foster & Sargent Inc | 17,173 | $215.9 萬 | 0.04% | +131+0.8% | 加碼 |
| Institute for Wealth Management, LLC. | 17,278 | $217.2 萬 | 0.27% | −171−1.0% | 減碼 |
| Pensionmark Financial Group, LLC | 17,319 | $217.7 萬 | 0.06% | +2,256+15.0% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $217.8 萬 | 0.08% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 17,330 | $217.9 萬 | 0.18% | −3,063−15.0% | 減碼 |
| Beverly Hills Private Wealth, LLC | 17,374 | $218.4 萬 | 0.44% | −6,261−26.5% | 減碼 |
| River Street Advisors LLC | 17,394 | $218.7 萬 | 1.12% | +343+2.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,563 | $220.8 萬 | 0.06% | +2,784+18.8% | 加碼 |
| Whittier Trust Co | 17,579 | $221.0 萬 | 0.03% | +436+2.5% | 加碼 |
| King Luther Capital Management Corp | 17,599 | $221.3 萬 | 0.01% | −639−3.5% | 減碼 |
| JPL Wealth Management, LLC | 17,603 | $221.3 萬 | 0.63% | +17,603 | 新進 |
| Arcus Capital Partners, LLC | 23,538 | $221.6 萬 | 0.70% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 17,688 | $222.4 萬 | 0.49% | −1,620−8.4% | 減碼 |
| Meridian Wealth Management, LLC | 17,777 | $223.5 萬 | 0.11% | +4,619+35.1% | 加碼 |
| NewEdge Wealth, LLC | 17,947 | $225.6 萬 | 0.04% | +3,343+22.9% | 加碼 |
| Hall Laurie J Trustee | 18,000 | $226.3 萬 | 0.74% | 00.0% | 不變 |
| Change Path, LLC | 18,027 | $226.6 萬 | 0.07% | +1,436+8.7% | 加碼 |
| Strategic Advisors LLC | 18,074 | $227.2 萬 | 0.41% | +1,690+10.3% | 加碼 |
| Abbot Financial Management, Inc. | 18,100 | $227.6 萬 | 1.13% | 00.0% | 不變 |
| Profund Advisors LLC | 18,193 | $228.7 萬 | 0.08% | −2,366−11.5% | 減碼 |
| Insight Inv LLC | 18,290 | $229.9 萬 | 1.60% | +1,248+7.3% | 加碼 |
| South State Corp. | 18,354 | $230.7 萬 | 0.15% | +301+1.7% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 18,578 | $233.6 萬 | 0.14% | −306−1.6% | 減碼 |
| Granite Group Advisors, LLC | 18,628 | $234.2 萬 | 1.49% | −2,546−12.0% | 減碼 |
| Acropolis Investment Management, LLC | 18,635 | $234.3 萬 | 0.14% | −100−0.5% | 減碼 |
| Capital Investment Counsel, Inc | 18,808 | $236.4 萬 | 0.36% | −700−3.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 18,851 | $237.0 萬 | 0.17% | −2,070−9.9% | 減碼 |
| Fundamentun, LLC | 18,960 | $238.4 萬 | 0.14% | −962−4.8% | 減碼 |
| Hudson Canyon Capital Management | 18,979 | $238.6 萬 | 1.56% | 00.0% | 不變 |
| NorthRock Partners, LLC | 19,026 | $239.2 萬 | 0.08% | −2,922−13.3% | 減碼 |
| LGT Group Foundation | 19,123 | $240.4 萬 | 0.04% | −600−3.0% | 減碼 |
| Freedom Day Solutions, LLC | 19,320 | $242.9 萬 | 0.73% | −1,215−5.9% | 減碼 |
| Triglav Skladi, D.O.O. | 19,512 | $245.4 萬 | 0.19% | +19,512 | 新進 |
| Brown Brothers Harriman & Co | 19,529 | $245.5 萬 | 0.02% | +829+4.4% | 加碼 |
| Harvest Investment Advisors, LLC | 19,559 | $245.9 萬 | 1.70% | −422−2.1% | 減碼 |
| Koshinski Asset Management, Inc. | 19,581 | $246.2 萬 | 0.21% | +1,709+9.6% | 加碼 |
| Wolff Wiese Magana LLC | 19,693 | $247.6 萬 | 1.64% | −4,001−16.9% | 減碼 |
| Chatham Capital Group, Inc. | 19,871 | $249.8 萬 | 0.41% | +655+3.4% | 加碼 |
| Sandler Capital Management | 19,954 | $250.9 萬 | 0.41% | +19,954 | 新進 |
| Sowell Financial Services LLC | 20,110 | $252.8 萬 | 0.13% | −2,221−9.9% | 減碼 |
| Trilogy Capital Inc. | 20,452 | $257.1 萬 | 0.13% | +16,079+367.7% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 20,470 | $257.3 萬 | 0.94% | +9,318+83.6% | 加碼 |
| Gries Financial LLC | 20,493 | $257.6 萬 | 0.46% | −270−1.3% | 減碼 |
| IFG Advisory, LLC | 20,613 | $259.1 萬 | 0.15% | −56−0.3% | 減碼 |
| Asio Capital, LLC | 20,667 | $259.8 萬 | 0.49% | −492−2.3% | 減碼 |
| Werlinich Asset Management, LLC | 20,770 | $261.2 萬 | 1.52% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 20,803 | $261.5 萬 | 0.34% | −1,544−6.9% | 減碼 |
| Am Investment Strategies LLC | 20,818 | $261.7 萬 | 0.64% | +126+0.6% | 加碼 |
| Smith, Salley & Associates | 20,939 | $263.2 萬 | 0.17% | +239+1.2% | 加碼 |
| Leonteq Securities AG | 20,967 | $263.6 萬 | 0.26% | −3,101−12.9% | 減碼 |
| Regal Investment Advisors LLC | 20,995 | $263.9 萬 | 0.20% | +13,087+165.5% | 加碼 |
| Infrastructure Capital Advisors, LLC | 21,001 | $264.0 萬 | 0.35% | +21,001 | 新進 |
| Forum Financial Management, LP | 21,017 | $264.2 萬 | 0.04% | +1,856+9.7% | 加碼 |
| Caldwell Trust Co | 21,048 | $264.6 萬 | 0.28% | −854−3.9% | 減碼 |
| Regions Financial Corp | 21,210 | $266.7 萬 | 0.02% | +230+1.1% | 加碼 |
| Steel Peak Wealth Management LLC | 21,345 | $268.4 萬 | 0.11% | −35,993−62.8% | 減碼 |
| TCTC Holdings, LLC | 21,410 | $269.2 萬 | 0.10% | +535+2.6% | 加碼 |
| Cacti Asset Management LLC | 21,500 | $270.4 萬 | 0.21% | −500−2.3% | 減碼 |
| William B. Walkup & Associates, Inc. | 21,632 | $272.0 萬 | 1.72% | −198−0.9% | 減碼 |
| PFG Investments, LLC | 21,657 | $272.3 萬 | 0.17% | −701−3.1% | 減碼 |
| Richard P Slaughter Associates Inc | 21,671 | $272.4 萬 | 0.61% | −896−4.0% | 減碼 |