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 |
|---|---|---|---|---|---|
| OneAscent Family Office, LLC | 1,932 | $24.3 萬 | 0.44% | +1,932 | 新進 |
| Mirador Capital Partners LP | 1,917 | $24.1 萬 | 0.04% | +1,917 | 新進 |
| Lantz Financial LLC | 1,916 | $24.1 萬 | 0.06% | −196−9.3% | 減碼 |
| Kanawha Capital Management LLC | 1,914 | $24.1 萬 | 0.02% | −66−3.3% | 減碼 |
| Ssi Investment Management LLC | 1,913 | $24.1 萬 | 0.02% | +1,913 | 新進 |
| Quest Partners LLC | 1,910 | $24.0 萬 | 0.03% | −1,648−46.3% | 減碼 |
| Ethos Financial Group, LLC | 1,903 | $23.9 萬 | 0.03% | +1,903 | 新進 |
| Tradition Wealth Management, LLC | 1,902 | $23.9 萬 | 0.02% | +1,902 | 新進 |
| Canvas Wealth Advisors, LLC | 1,901 | $23.9 萬 | 0.06% | −743−28.1% | 減碼 |
| Wealth Management Associates, Inc. | 1,894 | $23.8 萬 | 0.10% | +1,894 | 新進 |
| Founders Financial Alliance, LLC | 1,888 | $23.7 萬 | 0.07% | +1,888 | 新進 |
| Northwest Quadrant Wealth Management, LLC | 1,882 | $23.7 萬 | 0.05% | +1,882 | 新進 |
| Palisades Hudson Asset Management, L.P. | 1,878 | $23.6 萬 | 0.10% | +1,878 | 新進 |
| WSFS Capital Management, LLC | 1,875 | $23.6 萬 | 0.01% | −52−2.7% | 減碼 |
| Atlas Capital Advisors LLC | 1,871 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 1,871 | $23.5 萬 | 0.05% | +1,871 | 新進 |
| Krane Funds Advisors LLC | 1,868 | $23.5 萬 | 0.01% | −243−11.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,866 | $23.5 萬 | 0.01% | −1,017−35.3% | 減碼 |
| GHP Investment Advisors, Inc. | 1,866 | $23.5 萬 | 0.01% | −29−1.5% | 減碼 |
| Integrated Investment Consultants, LLC | 1,865 | $23.4 萬 | 0.05% | −15,356−89.2% | 減碼 |
| Athena Investment Management | 1,864 | $23.4 萬 | 0.14% | −114−5.8% | 減碼 |
| MBL Wealth, LLC | 1,863 | $23.4 萬 | 0.02% | +1,863 | 新進 |
| Florida Financial Advisors, LLC | 1,861 | $23.4 萬 | 0.10% | +1,861 | 新進 |
| Berry Wealth Group, LP | 1,858 | $23.4 萬 | 0.17% | +1,858 | 新進 |
| AssuredPartners Investment Advisors, LLC | 1,858 | $23.4 萬 | 0.05% | +1,858 | 新進 |
| Gold Investment Management Ltd. | 1,856 | $23.3 萬 | 0.10% | 00.0% | 不變 |
| Headinvest, LLC | 1,854 | $23.3 萬 | 0.04% | −80−4.1% | 減碼 |
| Precedent Wealth Partners, LLC | 1,853 | $23.3 萬 | 0.08% | +1,853 | 新進 |
| Oxford Financial Group Ltd | 1,846 | $23.2 萬 | 0.02% | −424−18.7% | 減碼 |
| Lavaca Capital LLC | 1,838 | $23.1 萬 | 0.10% | +1,838 | 新進 |
| ProVise Management Group, LLC | 1,832 | $23.0 萬 | 0.02% | +1,832 | 新進 |
| Modern Wealth Management, LLC | 1,831 | $23.0 萬 | 0.01% | +1,831 | 新進 |
| Safeguard Financial, LLC | 1,831 | $23.0 萬 | 0.05% | −702−27.7% | 減碼 |
| United Community Bank | 1,829 | $23.0 萬 | 0.09% | −494−21.3% | 減碼 |
| Cozad Asset Management Inc | 1,825 | $22.9 萬 | 0.02% | +1,825 | 新進 |
| Pflug Koory, LLC | 1,824 | $22.9 萬 | 0.12% | 00.0% | 不變 |
| Brucke Financial, Inc. | 1,649 | $22.8 萬 | 0.20% | +1,649 | 新進 |
| Running Point Capital Advisors, LLC | 1,813 | $22.8 萬 | 0.08% | +1,813 | 新進 |
| First Affirmative Financial Network | 1,811 | $22.8 萬 | 0.13% | −593−24.7% | 減碼 |
| Flaharty Asset Management, LLC | 1,802 | $22.7 萬 | 0.03% | +1,544+598.4% | 加碼 |
| Reik & Co., LLC | 1,800 | $22.6 萬 | 0.05% | +1,800 | 新進 |
| Investment House LLC | 1,800 | $22.6 萬 | 0.01% | +1,800 | 新進 |
| Neumann Capital Management, LLC | 1,800 | $22.6 萬 | 0.08% | +1,800 | 新進 |
| Entruity Wealth, LLC | 1,800 | $22.6 萬 | 0.22% | +1,800 | 新進 |
| Acorn Creek Capital LLC | 1,799 | $22.6 萬 | 0.12% | +1,799 | 新進 |
| Weatherly Asset Management L. P. | 1,799 | $22.6 萬 | 0.02% | +1,799 | 新進 |
| Leo Wealth, LLC | 1,797 | $22.6 萬 | 0.02% | +1,797 | 新進 |
| Colonial River Wealth Management, LLC | 1,793 | $22.5 萬 | 0.11% | −402−18.3% | 減碼 |
| Sterling Financial Group, Inc. | 1,789 | $22.5 萬 | 0.08% | +1,789 | 新進 |
| CTC Alternative Strategies, Ltd. | 1,788 | $22.5 萬 | 0.29% | +1,788 | 新進 |
| Maltin Wealth Management, Inc. | 1,785 | $22.4 萬 | 0.11% | +1,785 | 新進 |
| King Wealth | 1,771 | $22.3 萬 | 0.03% | +1,771 | 新進 |
| JB Capital LLC | 1,771 | $22.3 萬 | 0.01% | −172−8.9% | 減碼 |
| WealthTrust Axiom LLC | 1,770 | $22.3 萬 | 0.07% | +1,770 | 新進 |
| Tyche Wealth Partners LLC | 1,769 | $22.2 萬 | 0.05% | +1,769 | 新進 |
| RKL Wealth Management LLC | 1,767 | $22.2 萬 | 0.02% | +1,767 | 新進 |
| CM Wealth Advisors LLC | 1,766 | $22.2 萬 | 0.07% | +1,766 | 新進 |
| TrinityPoint Wealth, LLC | 1,763 | $22.2 萬 | 0.03% | −260−12.9% | 減碼 |
| Lewis Asset Management, LLC | 1,763 | $22.2 萬 | 0.17% | −275−13.5% | 減碼 |
| First Business Financial Services, Inc. | 1,762 | $22.2 萬 | 0.02% | +1,762 | 新進 |
| Bingham Private Wealth, LLC | 1,761 | $22.1 萬 | 0.24% | +1,761 | 新進 |
| GM Advisory Group, Inc. | 1,760 | $22.1 萬 | 0.01% | +1,760 | 新進 |
| Riggs Asset Managment Co. Inc. | 1,755 | $22.1 萬 | 0.06% | +1,289+276.6% | 加碼 |
| Godsey & Gibb Associates | 1,750 | $22.0 萬 | 0.02% | −214−10.9% | 減碼 |
| Westmount Partners, LLC | 1,749 | $22.0 萬 | 0.07% | +1,749 | 新進 |
| Werba Rubin Papier Wealth Management | 1,745 | $21.9 萬 | 0.05% | −373−17.6% | 減碼 |
| Rise Advisors, LLC | 1,744 | $21.9 萬 | 0.11% | −48−2.7% | 減碼 |
| Grunden Financial Advisory, Inc. | 1,740 | $21.9 萬 | 0.11% | +1,740 | 新進 |
| Bank Ozk | 1,736 | $21.8 萬 | 0.09% | +1,736 | 新進 |
| Valley National Advisers Inc | 1,739 | $21.8 萬 | 0.04% | +165+10.5% | 加碼 |
| Naples Global Advisors, LLC | 1,734 | $21.8 萬 | 0.02% | +1,734 | 新進 |
| Carnegie Capital Asset Management, LLC | 1,731 | $21.8 萬 | 0.01% | +1,731 | 新進 |
| Lifestyle Asset Management, Inc. | 1,730 | $21.7 萬 | 0.12% | +1,730 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 1,722 | $21.6 萬 | 0.03% | +1,722 | 新進 |
| Grimes & Company, Inc. | 1,716 | $21.6 萬 | 0.01% | +1,716 | 新進 |
| Rockingstone Advisors LLC | 1,715 | $21.6 萬 | 0.10% | +1,715 | 新進 |
| SFMG, LLC | 1,711 | $21.5 萬 | 0.02% | +1,711 | 新進 |
| Armstrong Advisory Group, Inc | 1,709 | $21.5 萬 | 0.02% | +566+49.5% | 加碼 |
| Aries Wealth Management | 1,708 | $21.5 萬 | 0.06% | +1,708 | 新進 |
| Wealth Group, Ltd. | 1,704 | $21.4 萬 | 0.14% | +1,704 | 新進 |
| Beacon Financial Advisory LLC | 1,702 | $21.4 萬 | 0.07% | +1,702 | 新進 |
| Bruce G. Allen Investments, LLC | 1,700 | $21.4 萬 | 0.17% | −46−2.6% | 減碼 |
| ARS Investment Partners, LLC | 1,700 | $21.4 萬 | 0.02% | +1,700 | 新進 |
| Brave Asset Management Inc | 1,700 | $21.4 萬 | 0.07% | +1,700 | 新進 |
| Noesis Capital Mangement Corp | 1,698 | $21.3 萬 | 0.04% | +1,698 | 新進 |
| NTV Asset Management LLC | 1,692 | $21.3 萬 | 0.03% | +1,692 | 新進 |
| McAdam, LLC | 1,691 | $21.3 萬 | 0.01% | +1,691 | 新進 |
| Sabal Trust CO | 1,689 | $21.2 萬 | 0.01% | +1,689 | 新進 |
| WP Advisors, LLC | 1,688 | $21.2 萬 | 0.07% | +1,688 | 新進 |
| D'Orazio & Associates, Inc. | 1,679 | $21.1 萬 | 0.03% | +1,679 | 新進 |
| Schrum Private Wealth Management LLC | 1,677 | $21.1 萬 | 0.18% | −1,669−49.9% | 減碼 |
| Riverbend Wealth Management, LLC | 1,647 | $20.9 萬 | 0.19% | +1,647 | 新進 |
| MWA Asset Management | 1,663 | $20.9 萬 | 0.14% | +1,663 | 新進 |
| Keebeck Wealth Management, LLC | 1,658 | $20.8 萬 | 0.03% | +1,658 | 新進 |
| Verum Partners LLC | 1,656 | $20.8 萬 | 0.06% | +1,656 | 新進 |
| Centurion Wealth Management LLC | 1,653 | $20.8 萬 | 0.07% | +1,653 | 新進 |
| Per Stirling Capital Management, LLC. | 1,651 | $20.8 萬 | 0.03% | +1,651 | 新進 |
| AGH Wealth Advisors, LLC | 1,648 | $20.7 萬 | 0.19% | +1,648 | 新進 |
| First National Corp | 1,648 | $20.7 萬 | 0.05% | +1,648 | 新進 |
| Pekin Hardy Strauss, Inc. | 1,645 | $20.7 萬 | 0.03% | +1,645 | 新進 |