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 2,745 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 3,371 | $42.4 萬 | 0.03% | +626+22.8% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,357 | $42.2 萬 | 0.21% | −17−0.5% | 減碼 |
| Quantum Financial Advisors, LLC | 3,342 | $42.0 萬 | 0.06% | −93−2.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 3,340 | $42.0 萬 | 0.08% | −1,598−32.4% | 減碼 |
| Journey Strategic Wealth LLC | 3,329 | $41.9 萬 | 0.02% | −50−1.5% | 減碼 |
| Congress Park Capital LLC | 3,325 | $41.8 萬 | 0.15% | −350−9.5% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,325 | $41.8 萬 | 0.12% | +201+6.4% | 加碼 |
| Onefund, LLC | 3,304 | $41.5 萬 | 0.40% | +34+1.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 3,299 | $41.5 萬 | 0.04% | −4,388−57.1% | 減碼 |
| Crawford Investment Counsel Inc | 3,283 | $41.3 萬 | 0.01% | −7−0.2% | 減碼 |
| Penserra Capital Management LLC | 3,277 | $41.1 萬 | 0.01% | +3,142+2,327.4% | 加碼 |
| Park Place Capital Corp | 3,248 | $40.8 萬 | 0.11% | −412−11.3% | 減碼 |
| Proathlete Wealth Management LLC | 3,243 | $40.8 萬 | 0.15% | +13+0.4% | 加碼 |
| Guerra Pan Advisors, LLC | 3,239 | $40.7 萬 | 0.29% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 3,236 | $40.7 萬 | 0.04% | +918+39.6% | 加碼 |
| Avantax Planning Partners, Inc. | 3,233 | $40.6 萬 | 0.01% | −43−1.3% | 減碼 |
| Phillips Wealth Planners LLC | 3,280 | $40.5 萬 | 0.40% | −586−15.2% | 減碼 |
| AA Financial Advisors, LLC | 3,216 | $40.4 萬 | 0.11% | +637+24.7% | 加碼 |
| Alexis Investment Partners, LLC | 3,216 | $40.4 萬 | 0.20% | +3,216 | 新進 |
| Focus Financial Network, Inc. | 3,209 | $40.3 萬 | 0.02% | +64+2.0% | 加碼 |
| Howard Financial Services, Ltd. | 3,204 | $40.3 萬 | 0.05% | +604+23.2% | 加碼 |
| L.M. Kohn & Company | 3,202 | $40.3 萬 | 0.10% | +180+6.0% | 加碼 |
| Ostrum Asset Management | 3,200 | $40.2 萬 | 0.03% | −133−4.0% | 減碼 |
| Brown Capital Management LLC | 3,190 | $40.1 萬 | 0.01% | −583−15.5% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 3,182 | $40.0 萬 | 0.08% | +451+16.5% | 加碼 |
| Lane & Associates LLC | 2,889 | $40.0 萬 | 0.21% | −62−2.1% | 減碼 |
| Mason & Associates Inc | 3,177 | $39.9 萬 | 0.09% | +90+2.9% | 加碼 |
| Baker Avenue Asset Management, LP | 3,176 | $39.9 萬 | 0.01% | −84−2.6% | 減碼 |
| Opinicus Capital, Inc. | 3,160 | $39.7 萬 | 0.33% | −104−3.2% | 減碼 |
| Pines Wealth Management, LLC | 3,216 | $39.7 萬 | 0.17% | +3,216 | 新進 |
| Easterly Investment Partners LLC | 3,151 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 3,140 | $39.5 萬 | 0.16% | +77+2.5% | 加碼 |
| Ascent Group, LLC | 3,129 | $39.3 萬 | 0.03% | +664+26.9% | 加碼 |
| Key Financial Inc | 3,127 | $39.3 萬 | 0.09% | +310+11.0% | 加碼 |
| Code Waechter LLC | 3,123 | $39.3 萬 | 0.34% | +28+0.9% | 加碼 |
| New Covenant Trust Company, N.A. | 3,113 | $39.1 萬 | 0.39% | −30−1.0% | 減碼 |
| Waddell & Associates, LLC | 3,112 | $39.1 萬 | 0.04% | 00.0% | 不變 |
| Watts Gwilliam & Co., LLC | 3,072 | $39.0 萬 | 0.08% | −45−1.4% | 減碼 |
| Versor Investments LP | 3,100 | $39.0 萬 | 0.07% | +500+19.2% | 加碼 |
| Trueblood Wealth Management, LLC | 3,080 | $38.7 萬 | 0.19% | 00.0% | 不變 |
| Hobbs Group Advisors, LLC | 3,075 | $38.7 萬 | 0.15% | +10+0.3% | 加碼 |
| Duncker Streett & Co Inc | 3,071 | $38.6 萬 | 0.07% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 3,071 | $38.6 萬 | 0.02% | +3,071 | 新進 |
| One Wealth Advisors, LLC | 3,055 | $38.4 萬 | 0.06% | −877−22.3% | 減碼 |
| Optas, LLC | 3,051 | $38.4 萬 | 0.08% | +180+6.3% | 加碼 |
| Sentinus, LLC | 3,048 | $38.3 萬 | 0.11% | −839−21.6% | 減碼 |
| Manchester Financial Inc | 3,043 | $38.3 萬 | 0.08% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 3,040 | $38.2 萬 | 0.19% | +4+0.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,035 | $38.2 萬 | 0.01% | +416+15.9% | 加碼 |
| Grandfield & Dodd, LLC | 3,035 | $38.2 萬 | 0.02% | +5+0.2% | 加碼 |
| Everpar Advisors LLC | 3,027 | $38.1 萬 | 0.19% | +243+8.7% | 加碼 |
| Pallas Capital Advisors LLC | 3,025 | $38.0 萬 | 0.02% | +58+2.0% | 加碼 |
| Wimmer Associates 1, LLC | 3,023 | $38.0 萬 | 0.19% | 00.0% | 不變 |
| Five Oceans Advisors | 3,021 | $38.0 萬 | 0.17% | +24+0.8% | 加碼 |
| Lokken Investment Group LLC | 3,014 | $37.9 萬 | 0.16% | −39−1.3% | 減碼 |
| WMS Partners, LLC | 3,009 | $37.8 萬 | 0.02% | +3,009 | 新進 |
| Partners Wealth Management, LLC | 3,009 | $37.8 萬 | 0.43% | +3,009 | 新進 |
| Prosperity Consulting Group, LLC | 3,008 | $37.8 萬 | 0.03% | +553+22.5% | 加碼 |
| Cohen & Steers, Inc. | 3,005 | $37.8 萬 | 0.00% | +152+5.3% | 加碼 |
| Perfromance Wealth Partners, LLC | 3,004 | $37.8 萬 | 0.01% | +78+2.7% | 加碼 |
| Circle Wealth Management, LLC | 3,002 | $37.7 萬 | 0.01% | +12+0.4% | 加碼 |
| First Interstate Bank | 3,000 | $37.7 萬 | 0.02% | −18−0.6% | 減碼 |
| Spirit of America Management Corp | 3,000 | $37.7 萬 | 0.08% | 00.0% | 不變 |
| Auxano Advisors, LLC | 2,998 | $37.7 萬 | 0.09% | +96+3.3% | 加碼 |
| Summit Wealth Group, LLC | 2,983 | $37.5 萬 | 0.11% | 00.0% | 不變 |
| City State Bank | 2,978 | $37.4 萬 | 0.13% | −350−10.5% | 減碼 |
| Blue Fin Capital, Inc. | 2,965 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| Aspiriant, LLC | 2,961 | $37.2 萬 | 0.01% | +173+6.2% | 加碼 |
| Navis Wealth Advisors, LLC | 2,958 | $37.2 萬 | 0.41% | −228−7.2% | 減碼 |
| Diversified Enterprises, LLC | 2,957 | $37.2 萬 | 0.04% | +217+7.9% | 加碼 |
| Atlantic Union Bankshares Corp | 2,956 | $37.2 萬 | 0.02% | −28−0.9% | 減碼 |
| Ameritas Advisory Services, LLC | 2,953 | $37.1 萬 | 0.01% | +2,953 | 新進 |
| Severin Investments, LLC | 2,952 | $37.1 萬 | 0.37% | +2,952 | 新進 |
| Meridian Wealth Partners, LLC | 2,949 | $37.1 萬 | 0.06% | +2,949 | 新進 |
| West Family Investments, Inc. | 2,949 | $37.1 萬 | 0.13% | −68−2.3% | 減碼 |
| Taika Capital, LP | 2,945 | $37.0 萬 | 0.28% | +2,945 | 新進 |
| Pathway Financial Advisors LLC | 2,928 | $36.8 萬 | 0.08% | 00.0% | 不變 |
| Fulcrum Capital LLC | 2,921 | $36.7 萬 | 0.08% | 00.0% | 不變 |
| Klingman & Associates, LLC | 2,914 | $36.6 萬 | 0.02% | +492+20.3% | 加碼 |
| American State Bank (Iowa) | 2,908 | $36.6 萬 | 0.22% | 00.0% | 不變 |
| McLean Asset Management Corp | 2,899 | $36.4 萬 | 0.11% | +53+1.9% | 加碼 |
| Fiducient Advisors LLC | 2,898 | $36.4 萬 | 0.04% | +70+2.5% | 加碼 |
| Camden National Bank | 2,887 | $36.3 萬 | 0.05% | −1,561−35.1% | 減碼 |
| TCFG Wealth Management, LLC | 2,879 | $36.2 萬 | 0.18% | −124−4.1% | 減碼 |
| Legacy Solutions, LLC | 2,870 | $36.1 萬 | 0.39% | +2,870 | 新進 |
| Whittier Trust Co of Nevada Inc | 2,869 | $36.1 萬 | 0.01% | +1,231+75.2% | 加碼 |
| Kennebec Savings Bank | 2,908 | $36.1 萬 | 0.36% | +81+2.9% | 加碼 |
| Associated Banc-Corp | 2,859 | $35.9 萬 | 0.01% | −97−3.3% | 減碼 |
| Berkeley Capital Partners, LLC | 2,855 | $35.9 萬 | 0.10% | −12,336−81.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 2,853 | $35.9 萬 | 0.09% | 00.0% | 不變 |
| Seven Mile Advisory | 2,849 | $35.8 萬 | 0.23% | −92−3.1% | 減碼 |
| Breakthru Advisory Services, LLC | 2,840 | $35.7 萬 | 0.32% | +2,840 | 新進 |
| O'Neil Global Advisors, Inc. | 2,842 | $35.7 萬 | 0.10% | −5,158−64.5% | 減碼 |
| Ariadne Wealth Management, LP | 2,581 | $35.7 萬 | 0.16% | 00.0% | 不變 |
| Objective Capital Management, LLC | 2,832 | $35.6 萬 | 0.24% | −237−7.7% | 減碼 |
| Invenio Wealth Partners LLC | 2,822 | $35.5 萬 | 0.15% | +44+1.6% | 加碼 |
| Cercano Management LLC | 2,812 | $35.4 萬 | 0.01% | 00.0% | 不變 |
| American National Bank | 2,807 | $35.3 萬 | 0.04% | −538−16.1% | 減碼 |
| Sunpointe, LLC | 2,786 | $35.0 萬 | 0.18% | +27+1.0% | 加碼 |
| Legacy Edge Advisors, LLC | 2,784 | $35.0 萬 | 0.06% | +144+5.5% | 加碼 |