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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 2,268 | $28.5 萬 | 0.01% | +266+13.3% | 加碼 |
| Wealth Dimensions Group, Ltd. | 2,271 | $28.5 萬 | 0.07% | +2,271 | 新進 |
| Old North State Trust, LLC | 2,274 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Maxele Advisors, LLC | 2,275 | $28.6 萬 | 0.27% | +2,275 | 新進 |
| New Vernon Investment Management LLC | 27,624 | $28.6 萬 | 0.49% | +19,074+223.1% | 加碼 |
| Welch Group, LLC | 2,281 | $28.7 萬 | 0.01% | +102+4.7% | 加碼 |
| SLT Holdings LLC | 2,284 | $28.7 萬 | 0.27% | +2,284 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 2,295 | $28.9 萬 | 0.00% | +38+1.7% | 加碼 |
| Capital Square, LLC | 2,096 | $28.9 萬 | 0.16% | −3,251−60.8% | 減碼 |
| Shell Asset Management Co | 2,297 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Prairie Wealth Advisors, Inc. | 2,300 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| Constitution Capital LLC | 2,300 | $28.9 萬 | 0.16% | +2,300 | 新進 |
| Primoris Wealth Advisors, LLC | 2,305 | $29.0 萬 | 0.22% | 00.0% | 不變 |
| Cornerstone Planning, LLC | 2,308 | $29.0 萬 | 0.11% | +2,308 | 新進 |
| Chicago Capital, LLC | 2,317 | $29.1 萬 | 0.01% | +2,317 | 新進 |
| Means Investment Co., Inc. | 2,321 | $29.2 萬 | 0.03% | +260+12.6% | 加碼 |
| Sutton Place Investors LLC | 2,324 | $29.2 萬 | 0.17% | +102+4.6% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 2,328 | $29.3 萬 | 0.07% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,340 | $29.4 萬 | 0.06% | +344+17.2% | 加碼 |
| Central Bank & Trust Co | 2,343 | $29.5 萬 | 0.04% | −38−1.6% | 減碼 |
| PEAK6 LLC | 2,344 | $29.5 萬 | 0.01% | +2,344 | 新進 |
| BlueStem Wealth Partners, LLC | 2,347 | $29.5 萬 | 0.04% | +2,347 | 新進 |
| Global Strategic Investment Solutions, LLC | 2,359 | $29.7 萬 | 0.03% | +2,359 | 新進 |
| Gitterman Wealth Management, LLC | 2,373 | $29.8 萬 | 0.12% | +8+0.3% | 加碼 |
| Accredited Investors Inc. | 2,375 | $29.9 萬 | 0.02% | −214−8.3% | 減碼 |
| Goldstream Capital Management Ltd | 2,377 | $29.9 萬 | 0.13% | −1,710−41.8% | 減碼 |
| Centiva Capital, LP | 2,388 | $30.0 萬 | 0.01% | −897−27.3% | 減碼 |
| Antonelli Financial Advisors, LLC | 2,391 | $30.1 萬 | 0.25% | +2,391 | 新進 |
| Darden Wealth Group Inc | 2,396 | $30.1 萬 | 0.20% | 00.0% | 不變 |
| Firestone Capital Management | 2,397 | $30.1 萬 | 0.07% | +2+0.1% | 加碼 |
| Horizon Wealth Management, LLC | 2,400 | $30.2 萬 | 0.05% | +2+0.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 2,420 | $30.4 萬 | 0.19% | +370+18.0% | 加碼 |
| Boston Trust Walden Corp | 2,423 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| Claris Financial LLC | 2,423 | $30.5 萬 | 0.20% | +2,423 | 新進 |
| Alteri Wealth LLC | 2,425 | $30.5 萬 | 0.08% | +2,425 | 新進 |
| Hall Capital Management Co Inc | 2,426 | $30.5 萬 | 0.14% | +2,426 | 新進 |
| BLB&B Advisors, LLC | 2,427 | $30.5 萬 | 0.02% | −148−5.7% | 減碼 |
| Intergy Private Wealth, LLC | 2,428 | $30.5 萬 | 0.11% | −99−3.9% | 減碼 |
| Prepared Retirement Institute LLC | 2,437 | $30.6 萬 | 0.17% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 2,445 | $30.7 萬 | 0.08% | −175−6.7% | 減碼 |
| Financial Advocates Investment Management | 2,457 | $30.9 萬 | 0.02% | −170−6.5% | 減碼 |
| Tanager Wealth Management LLP | 2,457 | $30.9 萬 | 0.04% | −1,771−41.9% | 減碼 |
| Sachetta, LLC | 2,460 | $30.9 萬 | 0.12% | −73−2.9% | 減碼 |
| HBW Advisory Services LLC | 2,470 | $31.1 萬 | 0.05% | +317+14.7% | 加碼 |
| Univest Financial Corp | 2,471 | $31.1 萬 | 0.02% | +8+0.3% | 加碼 |
| Spartan Planning & Wealth Management | 2,480 | $31.2 萬 | 0.28% | +2,480 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,483 | $31.2 萬 | 0.12% | −107−4.1% | 減碼 |
| River Wealth Advisors LLC | 2,484 | $31.2 萬 | 0.04% | −106−4.1% | 減碼 |
| CoreCap Advisors, LLC | 2,494 | $31.4 萬 | 0.01% | +561+29.0% | 加碼 |
| Souders Financial Advisors | 2,499 | $31.4 萬 | 0.04% | +2,499 | 新進 |
| Beck Mack & Oliver LLC | 2,500 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Eagle Strategies LLC | 2,503 | $31.5 萬 | 0.05% | −220−8.1% | 減碼 |
| TFB Advisors LLC | 2,504 | $31.5 萬 | 0.09% | −158−5.9% | 減碼 |
| PFG Advisors | 2,506 | $31.5 萬 | 0.02% | −156−5.9% | 減碼 |
| World Equity Group, Inc. | 2,524 | $31.6 萬 | 0.07% | +2,524 | 新進 |
| Sepio Capital, LP | 2,512 | $31.6 萬 | 0.03% | +3+0.1% | 加碼 |
| Financial Security Advisor, Inc. | 2,515 | $31.6 萬 | 0.08% | +13+0.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,281 | $31.6 萬 | 0.00% | −240−9.5% | 減碼 |
| Park Edge Advisors, LLC | 2,521 | $31.7 萬 | 0.09% | −490−16.3% | 減碼 |
| Doheny Asset Management | 2,523 | $31.7 萬 | 0.24% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 2,522 | $31.7 萬 | 0.04% | −33−1.3% | 減碼 |
| Silver Coast Investments LLC | 2,526 | $31.8 萬 | 0.12% | −486−16.1% | 減碼 |
| Flynn Zito Capital Management, LLC | 2,528 | $31.8 萬 | 0.15% | +10.0% | 加碼 |
| Neville Rodie & Shaw Inc | 2,526 | $31.8 萬 | 0.02% | +2,526 | 新進 |
| B&L Asset Management LLC | 2,530 | $31.8 萬 | 0.20% | −245−8.8% | 減碼 |
| Kaizen Financial Strategies | 2,531 | $31.8 萬 | 0.18% | +34+1.4% | 加碼 |
| Segment Wealth Management, LLC | 2,533 | $31.8 萬 | 0.02% | +28+1.1% | 加碼 |
| IVC Wealth Advisors LLC | 2,535 | $31.9 萬 | 0.18% | +16+0.6% | 加碼 |
| Baker Tilly Wealth Management, LLC | 2,540 | $31.9 萬 | 0.13% | +126+5.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 2,540 | $31.9 萬 | 0.02% | +3+0.1% | 加碼 |
| Castleview Partners, LLC | 2,570 | $32.1 萬 | 0.17% | +130+5.3% | 加碼 |
| Michael B. Yongue | 2,553 | $32.1 萬 | 0.25% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 2,552 | $32.1 萬 | 0.23% | +258+11.2% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,554 | $32.1 萬 | 0.05% | +3+0.1% | 加碼 |
| Plancorp, LLC | 2,557 | $32.1 萬 | 0.01% | +143+5.9% | 加碼 |
| Austin Private Wealth, LLC | 2,560 | $32.2 萬 | 0.03% | +1,141+80.4% | 加碼 |
| Apexium Financial, LP | 2,561 | $32.2 萬 | 0.02% | −636−19.9% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,577 | $32.4 萬 | 0.23% | +96+3.9% | 加碼 |
| FDx Advisors, Inc. | 2,579 | $32.4 萬 | 0.09% | −394−13.3% | 減碼 |
| Advisory Alpha, LLC | 2,577 | $32.4 萬 | 0.01% | +130+5.3% | 加碼 |
| Rakuten Securities, Inc. | 2,584 | $32.5 萬 | 0.13% | +2,284+761.3% | 加碼 |
| Paradigm Financial Partners, LLC | 2,585 | $32.5 萬 | 0.04% | +225+9.5% | 加碼 |
| Bragg Financial Advisors, Inc | 2,591 | $32.6 萬 | 0.01% | +70+2.8% | 加碼 |
| Bangor Savings Bank | 2,592 | $32.6 萬 | 0.03% | +183+7.6% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 2,593 | $32.6 萬 | 0.10% | −37−1.4% | 減碼 |
| Naviter Wealth, LLC | 2,600 | $32.7 萬 | 0.04% | 00.0% | 不變 |
| Aspen Wealth Strategies, LLC | 2,603 | $32.7 萬 | 0.21% | −59−2.2% | 減碼 |
| Equitable Trust Co | 2,607 | $32.8 萬 | 0.02% | −30−1.1% | 減碼 |
| XML Financial, LLC | 2,612 | $32.8 萬 | 0.03% | +2,612 | 新進 |
| Willow Creek Wealth Management Inc. | 2,613 | $32.9 萬 | 0.03% | −6−0.2% | 減碼 |
| Genesis Private Wealth, LLC | 2,635 | $33.1 萬 | 0.18% | +2,635 | 新進 |
| Advus Financial Partners, LLC | 2,646 | $33.3 萬 | 0.09% | −215−7.5% | 減碼 |
| Wrapmanager Inc | 2,660 | $33.4 萬 | 0.09% | −583−18.0% | 減碼 |
| N.E.W. Advisory Services LLC | 2,671 | $33.6 萬 | 0.03% | +3+0.1% | 加碼 |
| Enterprise Financial Services Corp | 2,675 | $33.6 萬 | 0.19% | +102+4.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,678 | $33.7 萬 | 0.08% | −130−4.6% | 減碼 |
| Golden State Wealth Management, LLC | 2,680 | $33.7 萬 | 0.05% | +2,680 | 新進 |
| Sandy Spring Bank | 2,681 | $33.7 萬 | 0.01% | +96+3.7% | 加碼 |
| Harbour Investments, Inc. | 2,683 | $33.7 萬 | 0.01% | +38+1.4% | 加碼 |
| Sax Wealth Advisors, LLC | 2,684 | $33.7 萬 | 0.03% | +265+11.0% | 加碼 |