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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 5,462 | $68.7 萬 | 0.01% | −40−0.7% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 5,462 | $68.7 萬 | 0.05% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 5,447 | $68.5 萬 | 0.27% | −36−0.7% | 減碼 |
| Heritage Wealth Advisors | 5,432 | $68.3 萬 | 0.03% | +15+0.3% | 加碼 |
| Evergreen Capital Management LLC | 5,429 | $68.3 萬 | 0.02% | +659+13.8% | 加碼 |
| SlateStone Wealth, LLC | 5,422 | $68.2 萬 | 0.07% | +210+4.0% | 加碼 |
| Arbor Investment Advisors, LLC | 5,423 | $68.2 萬 | 0.10% | −1,067−16.4% | 減碼 |
| Adirondack Trust Co | 5,421 | $68.2 萬 | 0.26% | 00.0% | 不變 |
| AlphaCore Capital LLC | 5,412 | $68.0 萬 | 0.15% | +489+9.9% | 加碼 |
| Canopy Partners, LLC | 5,409 | $68.0 萬 | 0.26% | +15+0.3% | 加碼 |
| 1832 Asset Management L.P. | 5,408 | $68.0 萬 | 0.00% | −1,350−20.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 5,402 | $67.9 萬 | 0.22% | −88−1.6% | 減碼 |
| Transamerica Financial Advisors, Inc. | 5,385 | $67.7 萬 | 0.07% | −1,339−19.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,344 | $67.2 萬 | 0.09% | −121−2.2% | 減碼 |
| Bahl & Gaynor Inc | 5,340 | $67.1 萬 | 0.00% | −60−1.1% | 減碼 |
| Northern Financial Advisors Inc | 5,338 | $67.1 萬 | 0.54% | −68−1.3% | 減碼 |
| Bell Bank | 5,327 | $67.0 萬 | 0.05% | +409+8.3% | 加碼 |
| Copley Financial Group, Inc. | 5,313 | $66.8 萬 | 0.51% | −836−13.6% | 減碼 |
| Legacy Capital Group California, Inc. | 5,303 | $66.7 萬 | 0.20% | −52−1.0% | 減碼 |
| Keel Point, LLC | 5,265 | $66.2 萬 | 0.05% | +803+18.0% | 加碼 |
| CWA Asset Management Group, LLC | 5,244 | $65.9 萬 | 0.03% | +346+7.1% | 加碼 |
| Coign Capital Advisors LLC | 5,241 | $65.9 萬 | 0.61% | +5,241 | 新進 |
| First County Bank | 5,240 | $65.9 萬 | 0.37% | +980+23.0% | 加碼 |
| Breed's Hill Capital LLC | 5,239 | $65.9 萬 | 0.34% | +3,199+156.8% | 加碼 |
| Integris Wealth Management, LLC | 5,231 | $65.8 萬 | 0.19% | 00.0% | 不變 |
| First American Trust, FSB | 5,204 | $65.4 萬 | 0.07% | −655−11.2% | 減碼 |
| Sentry Investment Management LLC | 5,205 | $65.4 萬 | 0.31% | −847−14.0% | 減碼 |
| Anchor Investment Management, LLC | 5,186 | $65.2 萬 | 0.06% | −1,574−23.3% | 減碼 |
| Rogco, LP | 5,149 | $64.7 萬 | 0.26% | −6−0.1% | 減碼 |
| Fort Sheridan Advisors LLC | 5,142 | $64.6 萬 | 0.09% | +1,401+37.4% | 加碼 |
| BKD Wealth Advisors, LLC | 5,109 | $64.2 萬 | 0.01% | +3+0.1% | 加碼 |
| Buckingham Strategic Partners | 5,087 | $64.0 萬 | 0.01% | −270−5.0% | 減碼 |
| Northeast Financial Consultants Inc | 5,085 | $63.9 萬 | 0.03% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 5,082 | $63.9 萬 | 0.04% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 5,082 | $63.9 萬 | 0.05% | +5,082 | 新進 |
| Pinnacle Financial Partners Inc | 5,071 | $63.8 萬 | 0.01% | −242−4.6% | 減碼 |
| First Dallas Securities Inc. | 5,062 | $63.6 萬 | 0.26% | −850−14.4% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $63.5 萬 | 0.67% | +7+0.1% | 加碼 |
| Hexagon Capital Partners LLC | 5,048 | $63.5 萬 | 0.12% | −96−1.9% | 減碼 |
| Addison Advisors LLC | 5,038 | $63.3 萬 | 0.18% | −31−0.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,010 | $63.0 萬 | 0.05% | +459+10.1% | 加碼 |
| Arcataur Capital Management LLC | 5,007 | $62.9 萬 | 0.21% | 00.0% | 不變 |
| De Lisle Partners LLP | 5,000 | $62.9 萬 | 0.09% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 5,000 | $62.9 萬 | 0.16% | +3,600+257.1% | 加碼 |
| Peoples Bank | 4,970 | $62.5 萬 | 0.37% | −379−7.1% | 減碼 |
| Bank of Hawaii | 4,949 | $62.2 萬 | 0.03% | +625+14.5% | 加碼 |
| Cypress Capital Group | 4,915 | $61.8 萬 | 0.08% | −2,638−34.9% | 減碼 |
| Arete Wealth Advisors, LLC | 4,877 | $61.3 萬 | 0.04% | +268+5.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $61.2 萬 | 0.00% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 4,851 | $61.0 萬 | 0.16% | −116−2.3% | 減碼 |
| Register Financial Advisors LLC | 4,844 | $60.9 萬 | 0.31% | −98−2.0% | 減碼 |
| Blueprint Investment Partners LLC | 4,823 | $60.6 萬 | 0.10% | +1,609+50.1% | 加碼 |
| Arista Wealth Management, LLC | 4,815 | $60.5 萬 | 0.15% | 00.0% | 不變 |
| ASB Consultores, LLC | 4,812 | $60.5 萬 | 0.25% | −132−2.7% | 減碼 |
| Mach-1 Financial Group, Inc. | 4,804 | $60.4 萬 | 1.09% | −1,062−18.1% | 減碼 |
| Orca Investment Management, LLC | 4,799 | $60.3 萬 | 0.57% | −655−12.0% | 減碼 |
| Connecticut Wealth Management, LLC | 4,797 | $60.3 萬 | 0.03% | +20.0% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 4,795 | $60.2 萬 | 0.23% | +4,795 | 新進 |
| Texas Bank & Trust Co | 4,784 | $60.1 萬 | 0.25% | +4,784 | 新進 |
| Gibbs Wealth Management | 4,781 | $60.1 萬 | 0.16% | +1,013+26.9% | 加碼 |
| AdvisorNet Financial, Inc | 4,776 | $60.0 萬 | 0.05% | +875+22.4% | 加碼 |
| L2 Asset Management, LLC | 4,755 | $59.8 萬 | 0.13% | −197−4.0% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,783 | $59.7 萬 | 0.36% | +4,783 | 新進 |
| Moors & Cabot, Inc. | 4,727 | $59.4 萬 | 0.03% | +76+1.6% | 加碼 |
| Ellevest, Inc. | 4,724 | $59.4 萬 | 0.03% | +106+2.3% | 加碼 |
| Forte Capital LLC | 4,685 | $58.9 萬 | 0.07% | +130+2.9% | 加碼 |
| DT Investment Partners, LLC | 4,672 | $58.7 萬 | 0.05% | 00.0% | 不變 |
| Insight 2811, Inc. | 4,652 | $58.5 萬 | 0.30% | −70−1.5% | 減碼 |
| Chapin Davis, Inc. | 5,584 | $58.2 萬 | 0.19% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 4,614 | $58.0 萬 | 0.16% | −549−10.6% | 減碼 |
| Strategic Financial Concepts, LLC | 4,613 | $58.0 萬 | 0.11% | +4,613 | 新進 |
| Willner & Heller, LLC | 4,602 | $57.9 萬 | 0.51% | −185−3.9% | 減碼 |
| Ledyard National Bank | 4,585 | $57.6 萬 | 0.05% | +57+1.3% | 加碼 |
| Mechanics Bank Trust Department | 4,581 | $57.6 萬 | 0.08% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 4,559 | $57.3 萬 | 0.06% | −20.0% | 減碼 |
| Silvia McColl Wealth Management, LLC | 4,559 | $57.3 萬 | 0.43% | −263−5.5% | 減碼 |
| Renaissance Investment Group LLC | 4,550 | $57.2 萬 | 0.12% | 00.0% | 不變 |
| Baron Wealth Management LLC | 4,549 | $57.2 萬 | 0.27% | +10.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 4,545 | $57.1 萬 | 0.08% | −65−1.4% | 減碼 |
| Daymark Wealth Partners, LLC | 4,541 | $57.1 萬 | 0.02% | −293−6.1% | 減碼 |
| Calton & Associates, Inc. | 4,538 | $57.0 萬 | 0.25% | −34−0.7% | 減碼 |
| Beta Wealth Group, Inc. | 4,526 | $56.9 萬 | 0.25% | −2,398−34.6% | 減碼 |
| Smithfield Trust Co | 4,524 | $56.9 萬 | 0.03% | 00.0% | 不變 |
| West Oak Capital, LLC | 4,515 | $56.8 萬 | 0.20% | 00.0% | 不變 |
| CNB Bank | 4,514 | $56.8 萬 | 0.26% | −192−4.1% | 減碼 |
| Catalina Capital Group, LLC | 4,514 | $56.7 萬 | 0.19% | +13+0.3% | 加碼 |
| Great Lakes Advisors, LLC | 4,497 | $56.5 萬 | 0.00% | +751+20.0% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 4,483 | $56.4 萬 | 0.21% | +27+0.6% | 加碼 |
| Powell Investment Advisors, LLC | 4,460 | $56.1 萬 | 0.26% | +30+0.7% | 加碼 |
| Angeles Wealth Management, LLC | 4,441 | $55.8 萬 | 0.05% | +763+20.7% | 加碼 |
| Green Harvest Asset Management LLC | 4,428 | $55.7 萬 | 0.01% | +125+2.9% | 加碼 |
| Morse Asset Management, Inc | 4,424 | $55.6 萬 | 0.13% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 4,414 | $55.5 萬 | 0.45% | +4,414 | 新進 |
| DGS Capital Management, LLC | 4,408 | $55.4 萬 | 0.14% | +77+1.8% | 加碼 |
| ICONIQ Capital, LLC | 4,398 | $55.3 萬 | 0.01% | +1,992+82.8% | 加碼 |
| IPG Investment Advisors LLC | 4,375 | $55.0 萬 | 0.13% | 00.0% | 不變 |
| Apriem Advisors | 4,371 | $55.0 萬 | 0.06% | −480−9.9% | 減碼 |
| GFG Capital, LLC | 4,363 | $54.9 萬 | 0.15% | +4,363 | 新進 |
| KKM Financial LLC | 4,195 | $54.8 萬 | 0.23% | +1,850+78.9% | 加碼 |
| Webster Bank, N. A. | 4,323 | $54.3 萬 | 0.06% | +976+29.2% | 加碼 |