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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 51,109 | $642.5 萬 | 1.27% | −586−1.1% | 減碼 |
| Canada Post Corp Registered Pension Plan | 51,001 | $641.2 萬 | 0.38% | +51,001 | 新進 |
| Perigon Wealth Management, LLC | 46,862 | $636.4 萬 | 0.16% | +19,385+70.5% | 加碼 |
| First Hawaiian Bank | 49,518 | $622.5 萬 | 0.20% | −6,146−11.0% | 減碼 |
| Simon Quick Advisors, LLC | 49,247 | $619.1 萬 | 0.37% | +776+1.6% | 加碼 |
| First Manhattan Co | 49,144 | $617.8 萬 | 0.02% | +1,753+3.7% | 加碼 |
| Summit Financial, LLC | 49,065 | $616.8 萬 | 0.22% | −353−0.7% | 減碼 |
| HB Wealth Management, LLC | 48,829 | $613.9 萬 | 0.06% | −1,941−3.8% | 減碼 |
| Elk River Wealth Management, LLC | 48,540 | $610.2 萬 | 1.10% | −609−1.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 48,383 | $608.3 萬 | 0.07% | +2,315+5.0% | 加碼 |
| Jupiter Wealth Management LLC | 48,226 | $606.3 萬 | 3.04% | +2,298+5.0% | 加碼 |
| Joel Isaacson & Co., LLC | 48,030 | $603.8 萬 | 0.27% | +235+0.5% | 加碼 |
| CAPROCK Group, Inc. | 47,921 | $602.5 萬 | 0.20% | +47,921 | 新進 |
| Glenview Trust Co | 47,793 | $600.9 萬 | 0.11% | −92−0.2% | 減碼 |
| Castleark Management LLC | 45,900 | $577.1 萬 | 0.20% | −35,920−43.9% | 減碼 |
| Bradyco, Inc. | 45,328 | $569.9 萬 | 3.52% | +45,328 | 新進 |
| Jupiter Asset Management Ltd | 45,228 | $568.6 萬 | 0.06% | +45,228 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 45,223 | $568.5 萬 | 0.53% | −30−0.1% | 減碼 |
| First National Trust Co | 45,147 | $567.6 萬 | 0.21% | +10,188+29.1% | 加碼 |
| Trajan Wealth LLC | 45,089 | $566.9 萬 | 0.31% | −3,648−7.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 45,036 | $566.2 萬 | 0.18% | −1,363−2.9% | 減碼 |
| Tiaa Trust, National Association | 44,992 | $565.6 萬 | 0.02% | −1,954−4.2% | 減碼 |
| Linscomb & Williams, Inc. | 44,742 | $562.5 萬 | 0.28% | +277+0.6% | 加碼 |
| Capital International Sarl | 44,616 | $560.9 萬 | 0.13% | +3,630+8.9% | 加碼 |
| Empirical Finance, LLC | 44,285 | $556.8 萬 | 0.32% | −670−1.5% | 減碼 |
| RSM US Wealth Management LLC | 44,105 | $554.6 萬 | 0.08% | −78,561−64.0% | 減碼 |
| SkyOak Wealth, LLC | 43,750 | $550.0 萬 | 1.18% | −829−1.9% | 減碼 |
| Independent Advisor Alliance | 43,286 | $544.2 萬 | 0.07% | +7,069+19.5% | 加碼 |
| Tudor Investment Corp Et Al | 42,817 | $538.3 萬 | 0.06% | −109,176−71.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 42,411 | $533.2 萬 | 0.40% | +4,794+12.7% | 加碼 |
| First National Bank of Omaha | 42,398 | $533.0 萬 | 0.35% | −1,610−3.7% | 減碼 |
| Highland Capital Management, LLC | 42,364 | $532.6 萬 | 0.30% | +4,561+12.1% | 加碼 |
| Hilltop Holdings Inc. | 42,288 | $531.6 萬 | 0.34% | +2,110+5.3% | 加碼 |
| Plato Investment Management Ltd | 41,911 | $528.8 萬 | 0.39% | +4,430+11.8% | 加碼 |
| Lincluden Management Ltd | 41,497 | $521.7 萬 | 0.63% | −3,360−7.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 41,263 | $518.8 萬 | 1.07% | −1,273−3.0% | 減碼 |
| Cresset Asset Management, LLC | 41,048 | $516.1 萬 | 0.02% | −74,945−64.6% | 減碼 |
| Occidental Asset Management, LLC | 40,671 | $511.3 萬 | 0.80% | +1,310+3.3% | 加碼 |
| Geneos Wealth Management Inc. | 40,355 | $507.3 萬 | 0.18% | +875+2.2% | 加碼 |
| Sterling Capital Management LLC | 40,273 | $506.3 萬 | 0.07% | −6,826−14.5% | 減碼 |
| Roanoke Asset Management Corp | 40,068 | $503.7 萬 | 1.62% | −800−2.0% | 減碼 |
| Alpha DNA Investment Management LLC | 39,921 | $501.9 萬 | 2.74% | +21,090+112.0% | 加碼 |
| United Capital Financial Advisers, LLC | 39,790 | $500.2 萬 | 0.04% | +337+0.9% | 加碼 |
| Jones Financial Companies LLLP | 39,739 | $499.6 萬 | 0.00% | +13,711+52.7% | 加碼 |
| Cypress Financial Planning LLC | 39,448 | $495.9 萬 | 1.82% | +130.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 39,386 | $495.2 萬 | 0.11% | −96−0.2% | 減碼 |
| Laurion Capital Management LP | 39,314 | $494.3 萬 | 0.31% | +39,314 | 新進 |
| Mirabaud & Cie SA | 39,247 | $493.4 萬 | 1.59% | +39,247 | 新進 |
| Cullinan Associates Inc | 39,193 | $492.7 萬 | 0.32% | −6,290−13.8% | 減碼 |
| Wolverine Asset Management LLC | 39,021 | $490.6 萬 | 0.09% | +39,021 | 新進 |
| Stock Yards Bank & Trust Co | 38,993 | $490.2 萬 | 0.17% | −1,520−3.8% | 減碼 |
| Hodges Capital Management Inc. | 38,380 | $482.5 萬 | 0.29% | −6,004−13.5% | 減碼 |
| Torray LLC | 38,238 | $480.7 萬 | 0.69% | −10,249−21.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 38,226 | $480.6 萬 | 0.72% | −809−2.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 38,031 | $478.1 萬 | 0.35% | +246+0.7% | 加碼 |
| Logan Capital Management Inc | 37,991 | $477.6 萬 | 0.20% | −299−0.8% | 減碼 |
| Zions Bancorporation, N.A. | 37,728 | $474.3 萬 | 0.30% | −4,149−9.9% | 減碼 |
| Westpac Banking Corp | 37,709 | $474.1 萬 | 0.31% | +19,185+103.6% | 加碼 |
| Adell Harriman & Carpenter Inc | 37,554 | $472.1 萬 | 0.33% | −1,019−2.6% | 減碼 |
| City Holding Co | 37,414 | $470.4 萬 | 0.67% | −201−0.5% | 減碼 |
| Savant Capital, LLC | 37,404 | $470.2 萬 | 0.04% | −228−0.6% | 減碼 |
| Brentview Investment Management LLC | 37,154 | $467.1 萬 | 2.65% | +37,154 | 新進 |
| Financial Advisory Partners, LLC | 36,964 | $464.7 萬 | 1.54% | −213−0.6% | 減碼 |
| S&CO Inc | 36,747 | $461.9 萬 | 0.31% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 36,714 | $461.6 萬 | 0.65% | +3,471+10.4% | 加碼 |
| First National Advisers, LLC | 36,489 | $458.7 萬 | 0.74% | +1,557+4.5% | 加碼 |
| Raiffeisen Bank International AG | 36,271 | $456.1 萬 | 0.07% | +36,271 | 新進 |
| Integrated Wealth Concepts LLC | 36,221 | $455.4 萬 | 0.05% | +1,096+3.1% | 加碼 |
| Patten & Patten Inc | 36,174 | $454.8 萬 | 0.30% | −680−1.8% | 減碼 |
| Sandy Cove Advisors, LLC | 35,973 | $452.3 萬 | 1.78% | +141+0.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 35,921 | $451.6 萬 | 0.16% | +2,295+6.8% | 加碼 |
| Allstate Corp | 35,918 | $451.6 萬 | 0.13% | +35,918 | 新進 |
| Pamalican Asset Management Ltd | 35,900 | $451.3 萬 | 1.99% | +35,900 | 新進 |
| Cito Capital Group, LLC | 35,855 | $450.8 萬 | 1.66% | −1,500−4.0% | 減碼 |
| Alley Investment Management Company, LLC | 35,706 | $448.9 萬 | 0.57% | −333−0.9% | 減碼 |
| Longbow Finance SA | 35,662 | $448.3 萬 | 0.49% | +35,662 | 新進 |
| Braun Stacey Associates Inc | 35,419 | $445.3 萬 | 0.17% | −1,655−4.5% | 減碼 |
| Surience Private Wealth LLC | 35,362 | $444.6 萬 | 5.74% | +35,362 | 新進 |
| Prime Capital Investment Advisors, LLC | 35,271 | $443.4 萬 | 0.06% | +6,782+23.8% | 加碼 |
| Dana Investment Advisors, Inc. | 35,268 | $443.4 萬 | 0.15% | +657+1.9% | 加碼 |
| RNC Capital Management LLC | 35,196 | $442.5 萬 | 0.24% | −1,782−4.8% | 減碼 |
| Lake Street Advisors Group, LLC | 35,185 | $442.3 萬 | 0.20% | +12,097+52.4% | 加碼 |
| Carret Asset Management, LLC | 35,039 | $440.5 萬 | 0.48% | −542−1.5% | 減碼 |
| Capital Investment Counsel, LLC | 34,833 | $437.9 萬 | 0.73% | +34,833 | 新進 |
| Shorepoint Capital Partners LLC | 34,707 | $436.3 萬 | 1.00% | −808−2.3% | 減碼 |
| Diversified Trust Co | 34,656 | $435.7 萬 | 0.11% | +8,376+31.9% | 加碼 |
| Apollon Wealth Management, LLC | 34,329 | $431.6 萬 | 0.10% | +2,673+8.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 33,750 | $424.3 萬 | 0.06% | −100−0.3% | 減碼 |
| SevenBridge Financial Group, LLC | 30,760 | $423.8 萬 | 0.80% | +1,647+5.7% | 加碼 |
| Clearstead Advisors, LLC | 33,367 | $419.5 萬 | 0.06% | +806+2.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 33,142 | $416.7 萬 | 0.34% | −1,603−4.6% | 減碼 |
| Community Trust & Investment Co | 33,138 | $416.6 萬 | 0.26% | +714+2.2% | 加碼 |
| Axxcess Wealth Management, LLC | 32,905 | $413.7 萬 | 0.10% | −1,577−4.6% | 減碼 |
| Greenleaf Trust | 32,885 | $413.4 萬 | 0.04% | +1,010+3.2% | 加碼 |
| Union Heritage Capital, LLC | 32,814 | $412.5 萬 | 1.52% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 32,774 | $412.0 萬 | 1.63% | −1,063−3.1% | 減碼 |
| StoneX Group Inc. | 32,759 | $411.8 萬 | 0.23% | +6,071+22.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 32,615 | $410.0 萬 | 0.18% | +17,766+119.6% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 32,412 | $407.5 萬 | 2.54% | +122+0.4% | 加碼 |
| Everence Capital Management Inc | 32,291 | $406.0 萬 | 0.26% | −3,590−10.0% | 減碼 |