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
- 2,117
- 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 791 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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 45,228 | $568.6 萬 | 0.06% | +45,228 | 新進 |
| Bradyco, Inc. | 45,328 | $569.9 萬 | 3.52% | +45,328 | 新進 |
| Castleark Management LLC | 45,900 | $577.1 萬 | 0.20% | −35,920−43.9% | 減碼 |
| Glenview Trust Co | 47,793 | $600.9 萬 | 0.11% | −92−0.2% | 減碼 |
| CAPROCK Group, Inc. | 47,921 | $602.5 萬 | 0.20% | +47,921 | 新進 |
| Joel Isaacson & Co., LLC | 48,030 | $603.8 萬 | 0.27% | +235+0.5% | 加碼 |
| Jupiter Wealth Management LLC | 48,226 | $606.3 萬 | 3.04% | +2,298+5.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 48,383 | $608.3 萬 | 0.07% | +2,315+5.0% | 加碼 |
| Elk River Wealth Management, LLC | 48,540 | $610.2 萬 | 1.10% | −609−1.2% | 減碼 |
| HB Wealth Management, LLC | 48,829 | $613.9 萬 | 0.06% | −1,941−3.8% | 減碼 |
| Summit Financial, LLC | 49,065 | $616.8 萬 | 0.22% | −353−0.7% | 減碼 |
| First Manhattan Co | 49,144 | $617.8 萬 | 0.02% | +1,753+3.7% | 加碼 |
| Simon Quick Advisors, LLC | 49,247 | $619.1 萬 | 0.37% | +776+1.6% | 加碼 |
| First Hawaiian Bank | 49,518 | $622.5 萬 | 0.20% | −6,146−11.0% | 減碼 |
| Perigon Wealth Management, LLC | 46,862 | $636.4 萬 | 0.16% | +19,385+70.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 51,001 | $641.2 萬 | 0.38% | +51,001 | 新進 |
| Trifecta Capital Advisors, LLC | 51,109 | $642.5 萬 | 1.27% | −586−1.1% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $648.7 萬 | 0.91% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 51,873 | $652.1 萬 | 0.07% | −26,272−33.6% | 減碼 |
| Old Second National Bank of Aurora | 51,945 | $653.1 萬 | 1.48% | −1,320−2.5% | 減碼 |
| Abn Amro Investment Solutions | 51,997 | $653.7 萬 | 0.12% | +11,298+27.8% | 加碼 |
| HighPoint Advisor Group LLC | 48,422 | $658.4 萬 | 0.36% | +272+0.6% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 52,543 | $660.6 萬 | 1.92% | +210+0.4% | 加碼 |
| Parallel Advisors, LLC | 52,677 | $662.3 萬 | 0.15% | +363+0.7% | 加碼 |
| Ballentine Partners, LLC | 52,849 | $664.4 萬 | 0.11% | +2,094+4.1% | 加碼 |
| Xcel Wealth Management, LLC | 53,005 | $666.4 萬 | 1.85% | −5,110−8.8% | 減碼 |
| Metis Global Partners, LLC | 53,351 | $670.7 萬 | 0.20% | +1,152+2.2% | 加碼 |
| Crestline Management, LP | 53,364 | $670.9 萬 | 0.23% | +51,438+2,670.7% | 加碼 |
| Aureus Asset Management, LLC | 53,417 | $671.6 萬 | 0.43% | −3,742−6.5% | 減碼 |
| Vinva Investment Management Ltd | 53,469 | $672.4 萬 | 0.26% | +2,819+5.6% | 加碼 |
| Huntington National Bank | 53,698 | $675.1 萬 | 0.05% | −1,410−2.6% | 減碼 |
| Essential Planning, LLC. | 55,120 | $677.2 萬 | 0.04% | +55,120 | 新進 |
| Marvin & Palmer Associates Inc | 54,377 | $683.6 萬 | 5.22% | +54,377 | 新進 |
| Thompson Siegel & Walmsley LLC | 54,633 | $686.8 萬 | 0.11% | +200+0.4% | 加碼 |
| Core Alternative Capital | 54,722 | $688.0 萬 | 1.44% | −15,727−22.3% | 減碼 |
| Citizens Financial Group Inc | 55,020 | $691.7 萬 | 0.13% | +9,876+21.9% | 加碼 |
| PGGM Investments | 55,026 | $691.8 萬 | 0.09% | +29,827+118.4% | 加碼 |
| Geller Advisors LLC | 55,388 | $696.3 萬 | 0.46% | −100−0.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 55,806 | $701.6 萬 | 0.16% | +7,480+15.5% | 加碼 |
| ING Groep NV | 56,065 | $704.8 萬 | 0.05% | +24,477+77.5% | 加碼 |
| Norinchukin Bank, The | 56,272 | $707.5 萬 | 0.15% | +4,761+9.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 56,653 | $712.2 萬 | 0.05% | −50,766−47.3% | 減碼 |
| Synovus Financial Corp | 56,909 | $715.6 萬 | 0.09% | −2,849−4.8% | 減碼 |
| Assenagon Asset Management S.A. | 57,426 | $722.0 萬 | 0.01% | −4,841−7.8% | 減碼 |
| AustralianSuper Pty Ltd | 57,847 | $727.3 萬 | 0.03% | +8,245+16.6% | 加碼 |
| Becker Capital Management Inc | 58,621 | $737.0 萬 | 0.24% | −280.0% | 減碼 |
| Cunning Capital Partners, LP | 58,878 | $740.2 萬 | 4.57% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 59,410 | $746.9 萬 | 0.25% | −1,800−2.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 59,434 | $748.5 萬 | 0.09% | +12,058+25.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 60,148 | $756.2 萬 | 0.07% | +2,215+3.8% | 加碼 |
| Cinctive Capital Management LP | 60,632 | $762.3 萬 | 0.41% | +60,632 | 新進 |
| Spectrum Wealth Counsel, LLC | 61,080 | $767.9 萬 | 0.90% | +235+0.4% | 加碼 |
| Principal Street Partners, LLC | 61,131 | $768.5 萬 | 1.51% | +78+0.1% | 加碼 |
| Oliver Luxxe Assets LLC | 73,783 | $769.1 萬 | 1.39% | 00.0% | 不變 |
| White Pine Investment CO | 61,270 | $770.3 萬 | 2.08% | −2,685−4.2% | 減碼 |
| Nomura Holdings Inc | 61,726 | $776.0 萬 | 0.04% | −42,555−40.8% | 減碼 |
| Private Wealth Partners, LLC | 61,971 | $779.1 萬 | 0.60% | −424−0.7% | 減碼 |
| Caisse des Depots Et Consignations | 62,199 | $782.0 萬 | 0.38% | +62,199 | 新進 |
| Maryland State Retirement & Pension System | 62,448 | $785.1 萬 | 0.17% | −4,503−6.7% | 減碼 |
| Voleon Capital Management LP | 62,856 | $790.2 萬 | 0.59% | +62,856 | 新進 |
| Verition Fund Management LLC | 63,084 | $793.1 萬 | 0.04% | +55,066+686.8% | 加碼 |
| Coldstream Capital Management Inc | 63,416 | $797.3 萬 | 0.17% | +2,315+3.8% | 加碼 |
| Iowa State Bank | 63,572 | $799.2 萬 | 1.66% | −2,678−4.0% | 減碼 |
| NatWest Group plc | 64,049 | $805.2 萬 | 2.38% | +64,049 | 新進 |
| Amica Mutual Insurance Co | 64,280 | $808.1 萬 | 0.83% | −8,755−12.0% | 減碼 |
| Loomis Sayles & Co L P | 64,552 | $811.6 萬 | 0.01% | +10,056+18.5% | 加碼 |
| Heritage Trust Co | 64,784 | $814.5 萬 | 0.96% | +64,784 | 新進 |
| Albion Financial Group | 65,279 | $820.7 萬 | 0.56% | −1,188−1.8% | 減碼 |
| Hennessy Advisors Inc | 66,000 | $829.8 萬 | 0.25% | −3,500−5.0% | 減碼 |
| Tradewinds, LLC. | 60,918 | $834.3 萬 | 2.32% | +3,104+5.4% | 加碼 |
| Securian Asset Management, Inc | 66,670 | $838.2 萬 | 0.24% | −2,230−3.2% | 減碼 |
| Louisiana State Employees Retirement System | 66,700 | $838.6 萬 | 0.16% | −3,400−4.9% | 減碼 |
| Thrivent Financial for Lutherans | 66,361 | $839.4 萬 | 0.02% | −510−0.8% | 減碼 |
| GLOBALT Investments LLC | 67,094 | $843.5 萬 | 0.32% | −968−1.4% | 減碼 |
| Baugh & Associates, LLC | 69,651 | $844.6 萬 | 4.38% | −134−0.2% | 減碼 |
| Hartline Investment Corp | 67,466 | $848.2 萬 | 0.97% | +292+0.4% | 加碼 |
| Montag A & Associates Inc | 67,550 | $849.2 萬 | 0.40% | −546−0.8% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 67,786 | $852.2 萬 | 1.98% | +752+1.1% | 加碼 |
| Hudson Valley Investment Advisors Inc | 69,237 | $870.5 萬 | 0.99% | −5,723−7.6% | 減碼 |
| DCM Advisors, LLC | 69,523 | $872.3 萬 | 4.09% | +3,561+5.4% | 加碼 |
| Burns J W & Co Inc | 69,537 | $874.2 萬 | 1.12% | −1,566−2.2% | 減碼 |
| iA Global Asset Management Inc. | 69,940 | $879.3 萬 | 0.15% | +67,490+2,754.7% | 加碼 |
| Integrated Advisors Network LLC | 70,120 | $881.5 萬 | 0.42% | −7,971−10.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 70,500 | $886.3 萬 | 0.02% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 70,698 | $888.8 萬 | 1.72% | −411−0.6% | 減碼 |
| Advisors Asset Management, Inc. | 71,352 | $897.0 萬 | 0.17% | −10,614−12.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 71,365 | $897.2 萬 | 0.08% | +5,038+7.6% | 加碼 |
| Orbis Allan Gray Ltd | 71,672 | $901.1 萬 | 0.05% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 71,945 | $904.5 萬 | 0.17% | +10,565+17.2% | 加碼 |
| Greenwood Capital Associates LLC | 72,103 | $906.5 萬 | 1.18% | −2,873−3.8% | 減碼 |
| Private Advisor Group, LLC | 72,286 | $908.8 萬 | 0.05% | −1,119−1.5% | 減碼 |
| Leuthold Group, LLC | 73,963 | $929.9 萬 | 1.12% | −2,560−3.3% | 減碼 |
| D.A. Davidson & Co. | 73,969 | $930.0 萬 | 0.08% | −8,331−10.1% | 減碼 |
| Liontrust Investment Partners LLP | 74,055 | $931.0 萬 | 0.13% | +4,055+5.8% | 加碼 |
| Hourglass Capital, LLC | 74,452 | $936.0 萬 | 2.58% | −920−1.2% | 減碼 |
| Woodline Partners LP | 74,497 | $936.6 萬 | 0.06% | +74,497 | 新進 |
| Lido Advisors, LLC | 75,456 | $948.6 萬 | 0.06% | +6,207+9.0% | 加碼 |
| Flputnam Investment Management Co | 76,125 | $957.0 萬 | 0.17% | +2,572+3.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 76,270 | $958.9 萬 | 3.28% | −719−0.9% | 減碼 |
| Hartford Investment Management Co | 76,775 | $965.2 萬 | 0.32% | −1,630−2.1% | 減碼 |