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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 6,890 | $86.6 萬 | 0.15% | −1,110−13.9% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 6,874 | $86.4 萬 | 0.21% | +3,232+88.7% | 加碼 |
| Sage Mountain Advisors LLC | 6,841 | $86.0 萬 | 0.06% | +689+11.2% | 加碼 |
| Triad Wealth Partners, LLC | 6,821 | $85.8 萬 | 0.31% | +6,821 | 新進 |
| Hills Bank & Trust Co | 6,798 | $85.5 萬 | 0.06% | −45−0.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,768 | $85.1 萬 | 0.01% | −73−1.1% | 減碼 |
| Affinity Investment Advisors, LLC | 6,762 | $85.0 萬 | 0.71% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 6,751 | $84.9 萬 | 0.07% | −12,843−65.5% | 減碼 |
| Johnson Investment Counsel Inc | 6,739 | $84.7 萬 | 0.01% | +1,463+27.7% | 加碼 |
| Meridian Investment Counsel Inc. | 6,735 | $84.7 萬 | 0.25% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 6,735 | $84.7 萬 | 0.16% | +90+1.4% | 加碼 |
| Canton Hathaway, LLC | 6,725 | $84.5 萬 | 0.21% | 00.0% | 不變 |
| Robotti Robert | 6,715 | $84.4 萬 | 0.15% | −500−6.9% | 減碼 |
| Gryphon Financial Partners LLC | 6,670 | $83.9 萬 | 0.12% | −325−4.6% | 減碼 |
| IHT Wealth Management, LLC | 6,662 | $83.7 萬 | 0.03% | −2,115−24.1% | 減碼 |
| Claro Advisors LLC | 6,647 | $83.6 萬 | 0.11% | −1,347−16.9% | 減碼 |
| Raleigh Capital Management Inc. | 6,646 | $83.6 萬 | 0.32% | −1,416−17.6% | 減碼 |
| Empire Financial Management Company, LLC | 6,629 | $83.3 萬 | 0.26% | −33−0.5% | 減碼 |
| Wharton Business Group, LLC | 6,624 | $83.3 萬 | 0.04% | −25−0.4% | 減碼 |
| Private Trust Co NA | 6,624 | $83.3 萬 | 0.09% | −852−11.4% | 減碼 |
| Sunbelt Securities, Inc. | 6,617 | $83.2 萬 | 0.07% | −592−8.2% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $83.2 萬 | 0.16% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 6,616 | $83.2 萬 | 0.07% | +153+2.4% | 加碼 |
| Harbor Advisors LLC | 6,608 | $83.1 萬 | 0.13% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 6,605 | $83.0 萬 | 0.01% | +2,761+71.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 6,602 | $83.0 萬 | 0.50% | +41+0.6% | 加碼 |
| Wedbush Securities Inc | 6,603 | $83.0 萬 | 0.03% | +3,263+97.7% | 加碼 |
| Visionary Wealth Advisors | 6,597 | $82.9 萬 | 0.05% | +68+1.0% | 加碼 |
| BSW Wealth Partners | 6,591 | $82.9 萬 | 0.12% | +1,103+20.1% | 加碼 |
| Evexia Wealth LLC | 5,918 | $82.8 萬 | 0.28% | −875−12.9% | 減碼 |
| Jamison Private Wealth Management, Inc. | 6,563 | $82.5 萬 | 0.12% | +3,962+152.3% | 加碼 |
| Clifford Group, LLC | 6,551 | $82.4 萬 | 0.63% | −101−1.5% | 減碼 |
| Legacy Advisors, LLC | 6,518 | $81.9 萬 | 0.08% | +779+13.6% | 加碼 |
| Strategic Blueprint, LLC | 6,516 | $81.9 萬 | 0.05% | −432−6.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,507 | $81.8 萬 | 0.18% | −65−1.0% | 減碼 |
| XTX Topco Ltd | 6,445 | $81.0 萬 | 0.07% | +6,445 | 新進 |
| Arkadios Wealth Advisors | 6,433 | $80.9 萬 | 0.04% | −608−8.6% | 減碼 |
| Grove Bank & Trust | 6,386 | $80.3 萬 | 0.11% | +398+6.6% | 加碼 |
| Somerville Kurt F | 6,375 | $80.1 萬 | 0.13% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 6,358 | $79.9 萬 | 0.13% | +379+6.3% | 加碼 |
| Western Wealth Management, LLC | 6,340 | $79.7 萬 | 0.04% | +178+2.9% | 加碼 |
| Hamilton Capital, LLC | 6,324 | $79.5 萬 | 0.06% | −3,385−34.9% | 減碼 |
| Bank of New Hampshire | 6,313 | $79.4 萬 | 0.20% | +93+1.5% | 加碼 |
| CFS Investment Advisory Services, LLC | 6,284 | $79.0 萬 | 0.07% | −76−1.2% | 減碼 |
| Twin Capital Management Inc | 6,257 | $78.7 萬 | 0.09% | +6,257 | 新進 |
| Chicago Wealth Management, Inc. | 6,243 | $78.5 萬 | 0.41% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 6,239 | $78.4 萬 | 0.02% | −377−5.7% | 減碼 |
| Welch & Forbes LLC | 6,229 | $78.3 萬 | 0.01% | −100−1.6% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,200 | $77.9 萬 | 0.18% | 00.0% | 不變 |
| Richards, Merrill & Peterson, Inc. | 6,200 | $77.9 萬 | 0.41% | +6,200 | 新進 |
| Truvestments Capital LLC | 6,184 | $77.7 萬 | 0.20% | +1,738+39.1% | 加碼 |
| Pacitti Group Inc. | 6,182 | $77.7 萬 | 0.37% | +164+2.7% | 加碼 |
| Resonant Capital Advisors, LLC | 6,162 | $77.5 萬 | 0.06% | +216+3.6% | 加碼 |
| Personal Cfo Solutions, LLC | 6,160 | $77.4 萬 | 0.15% | −134−2.1% | 減碼 |
| Belpointe Asset Management LLC | 7,470 | $77.4 萬 | 0.05% | +783+11.7% | 加碼 |
| Lindbrook Capital, LLC | 6,156 | $77.4 萬 | 0.07% | +73+1.2% | 加碼 |
| Kovack Advisors, Inc. | 6,081 | $76.5 萬 | 0.08% | +2,609+75.1% | 加碼 |
| Wolverine Trading, LLC | 6,073 | $76.4 萬 | 0.02% | +3,873+176.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,020 | $75.7 萬 | 0.04% | −94−1.5% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 6,017 | $75.6 萬 | 0.19% | −50−0.8% | 減碼 |
| Parkside Investments, LLC | 6,000 | $75.4 萬 | 0.11% | −6,000−50.0% | 減碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $75.4 萬 | 0.13% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 6,074 | $75.0 萬 | 0.06% | +183+3.1% | 加碼 |
| Sippican Capital Advisors | 5,950 | $74.8 萬 | 0.55% | −100−1.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,924 | $74.5 萬 | 0.03% | 00.0% | 不變 |
| Jmac Enterprises LLC | 5,900 | $74.2 萬 | 0.12% | −2,800−32.2% | 減碼 |
| Goldstone Financial Group, LLC | 5,896 | $74.1 萬 | 0.12% | +1,232+26.4% | 加碼 |
| Ramirez Asset Management, Inc. | 5,890 | $74.0 萬 | 0.15% | 00.0% | 不變 |
| Bearing Point Capital, LLC | 5,859 | $73.7 萬 | 0.15% | +5,859 | 新進 |
| Caas Capital Management LP | 5,850 | $73.5 萬 | 0.61% | +5,850 | 新進 |
| Berger Financial Group, Inc | 5,846 | $73.5 萬 | 0.05% | +11+0.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 5,827 | $73.3 萬 | 0.00% | −47,449−89.1% | 減碼 |
| Shufro Rose & Co LLC | 5,830 | $73.3 萬 | 0.06% | −390−6.3% | 減碼 |
| US Asset Management LLC | 5,812 | $73.1 萬 | 0.66% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 5,803 | $73.0 萬 | 0.02% | −507−8.0% | 減碼 |
| Strait & Sound Wealth Management LLC | 5,802 | $72.9 萬 | 0.34% | +192+3.4% | 加碼 |
| Essex Financial Services, Inc. | 5,795 | $72.9 萬 | 0.05% | −5−0.1% | 減碼 |
| Chase Investment Counsel Corp | 5,778 | $72.6 萬 | 0.23% | −25−0.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,762 | $72.4 萬 | 0.06% | +5,762 | 新進 |
| Yardley Wealth Management LLC | 6,304 | $72.4 萬 | 0.35% | +6,304 | 新進 |
| Robertson Stephens Wealth Management, LLC | 5,758 | $72.4 萬 | 0.03% | +124+2.2% | 加碼 |
| Fielder Capital Group LLC | 5,751 | $72.3 萬 | 0.23% | −802−12.2% | 減碼 |
| LM Advisors LLC | 5,721 | $71.9 萬 | 0.13% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 5,708 | $71.8 萬 | 0.16% | −26−0.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 5,689 | $71.5 萬 | 0.06% | −20−0.4% | 減碼 |
| Washburn Capital Management, Inc. | 5,686 | $71.5 萬 | 0.44% | +6+0.1% | 加碼 |
| Wealth Effects LLC | 5,675 | $71.3 萬 | 0.25% | −25−0.4% | 減碼 |
| PDS Planning, Inc | 5,650 | $71.0 萬 | 0.06% | −63−1.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,184 | $70.9 萬 | 0.06% | −720−12.2% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,635 | $70.8 萬 | 0.28% | −210−3.6% | 減碼 |
| Credit Industriel Et Commercial | 5,630 | $70.8 萬 | 0.19% | +5,630 | 新進 |
| Marcum Wealth, LLC | 5,600 | $70.4 萬 | 0.06% | +343+6.5% | 加碼 |
| Barlow Wealth Partners, Inc. | 5,382 | $70.3 萬 | 0.09% | −400−6.9% | 減碼 |
| Curbstone Financial Management Corp | 5,576 | $70.1 萬 | 0.15% | −200−3.5% | 減碼 |
| Tributary Capital Management, LLC | 5,545 | $69.7 萬 | 0.05% | −305−5.2% | 減碼 |
| Vivaldi Capital Management, LLC | 5,096 | $69.6 萬 | 0.11% | +90+1.8% | 加碼 |
| HBK Sorce Advisory LLC | 5,536 | $69.6 萬 | 0.02% | +487+9.6% | 加碼 |
| Rehmann Capital Advisory Group | 5,522 | $69.4 萬 | 0.04% | +616+12.6% | 加碼 |
| First Foundation Advisors | 5,512 | $69.3 萬 | 0.03% | −1,226−18.2% | 減碼 |
| Financial Advisors, LLC | 5,476 | $68.8 萬 | 0.13% | 00.0% | 不變 |