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 |
|---|---|---|---|---|---|
| Brasada Capital Management, LP | 32,605 | $404.3 萬 | 0.72% | +1,797+5.8% | 加碼 |
| SG Americas Securities, LLC | 32,145 | $404.1 萬 | 0.02% | +15,438+92.4% | 加碼 |
| Hamilton Capital Partners Inc. | 31,840 | $400.3 萬 | 0.30% | +5,407+20.5% | 加碼 |
| First Citizens Bank & Trust Co | 31,655 | $398.0 萬 | 0.07% | −1,304−4.0% | 減碼 |
| BCJ Capital Management, LLC | 31,643 | $397.8 萬 | 0.30% | +31,643 | 新進 |
| Union Bancaire Privee, UBP SA | 33,860 | $397.5 萬 | 0.07% | +33,860 | 新進 |
| Moody National Bank Trust Division | 31,538 | $396.5 萬 | 0.41% | −2,474−7.3% | 減碼 |
| Entropy Technologies, LP | 31,516 | $396.2 萬 | 0.41% | +31,516 | 新進 |
| Fidelis Capital Partners, LLC | 28,744 | $394.3 萬 | 0.39% | +1,605+5.9% | 加碼 |
| Central Trust Co | 31,206 | $392.3 萬 | 0.10% | +1,723+5.8% | 加碼 |
| Hoey Investments, Inc | 30,961 | $389.2 萬 | 0.66% | +11,292+57.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 30,869 | $388.1 萬 | 0.15% | +6,427+26.3% | 加碼 |
| Wetherby Asset Management Inc | 30,851 | $387.9 萬 | 0.19% | −1,112−3.5% | 減碼 |
| Advisory Services Network, LLC | 30,820 | $387.5 萬 | 0.07% | +124+0.4% | 加碼 |
| Vise Technologies, Inc. | 30,740 | $386.5 萬 | 0.32% | +9,527+44.9% | 加碼 |
| Bryn Mawr Trust Co | 30,511 | $383.6 萬 | 0.07% | +9,377+44.4% | 加碼 |
| Fulton Bank, N.A. | 30,420 | $382.4 萬 | 0.15% | −1,636−5.1% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 30,400 | $382.2 萬 | 0.39% | +30,400 | 新進 |
| Allworth Financial LP | 28,038 | $381.3 萬 | 0.02% | +10,515+60.0% | 加碼 |
| Wealthspire Advisors, LLC | 30,308 | $381.0 萬 | 0.04% | −3,174−9.5% | 減碼 |
| Gifford Fong Associates | 30,000 | $377.2 萬 | 0.93% | 00.0% | 不變 |
| Inspire Trust Co, N.A. | 30,000 | $377.2 萬 | 0.96% | −5,300−15.0% | 減碼 |
| Stephens Inc | 29,822 | $374.9 萬 | 0.05% | −2,027−6.4% | 減碼 |
| Sigma Planning Corp | 29,812 | $374.8 萬 | 0.12% | −3,453−10.4% | 減碼 |
| Van Eck Associates Corp | 29,813 | $374.8 萬 | 0.00% | +27,747+1,343.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 29,486 | $370.7 萬 | 0.36% | −2,260−7.1% | 減碼 |
| Clough Capital Partners L P | 29,450 | $370.2 萬 | 0.42% | +10,900+58.8% | 加碼 |
| Salem Investment Counselors Inc | 29,317 | $368.6 萬 | 0.12% | −91−0.3% | 減碼 |
| Gotham Asset Management, LLC | 29,315 | $368.5 萬 | 0.03% | +730+2.6% | 加碼 |
| Haverford Trust Co | 29,304 | $368.4 萬 | 0.04% | −676−2.3% | 減碼 |
| Park Avenue Securities LLC | 29,300 | $368.4 萬 | 0.04% | +5,368+22.4% | 加碼 |
| Ritholtz Wealth Management | 29,253 | $367.8 萬 | 0.11% | +991+3.5% | 加碼 |
| Northwest Bancshares, Inc. | 29,253 | $367.8 萬 | 0.68% | +15,154+107.5% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $365.1 萬 | 0.03% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,992 | $364.5 萬 | 0.00% | −13,637−32.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 28,800 | $362.1 萬 | 0.06% | +28,800 | 新進 |
| HCR Wealth Advisors | 28,784 | $361.9 萬 | 0.45% | +2,978+11.5% | 加碼 |
| Arrow Financial Corp | 28,729 | $361.2 萬 | 0.34% | −28−0.1% | 減碼 |
| Skopos Labs, Inc. | 28,637 | $360.0 萬 | 1.07% | −86−0.3% | 減碼 |
| True North Advisors, LLC | 28,595 | $359.5 萬 | 0.85% | +26,055+1,025.8% | 加碼 |
| United Services Automobile Association | 28,503 | $358.3 萬 | 0.12% | −1,133−3.8% | 減碼 |
| Bleakley Financial Group, LLC | 28,453 | $357.7 萬 | 0.11% | +910+3.3% | 加碼 |
| IMC-Chicago, LLC | 28,450 | $357.7 萬 | 0.10% | +28,450 | 新進 |
| Harbor Capital Advisors, Inc. | 28,075 | $353.0 萬 | 0.15% | +770+2.8% | 加碼 |
| Capital International Ltd | 27,981 | $351.8 萬 | 0.14% | +916+3.4% | 加碼 |
| TD Private Client Wealth LLC | 27,959 | $351.5 萬 | 0.10% | −6,366−18.5% | 減碼 |
| Bayesian Capital Management, LP | 27,800 | $349.5 萬 | 0.43% | +27,800 | 新進 |
| Meyer Handelman Co | 27,798 | $349.5 萬 | 0.12% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 27,764 | $349.0 萬 | 0.03% | +1,079+4.0% | 加碼 |
| K.J. Harrison & Partners Inc | 27,900 | $348.1 萬 | 0.55% | −1,800−6.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 27,626 | $347.4 萬 | 0.11% | +25,471+1,181.9% | 加碼 |
| Stenger Family Office, LLC | 27,596 | $346.9 萬 | 1.18% | +27,596 | 新進 |
| Americana Partners, LLC | 27,446 | $345.1 萬 | 0.14% | +357+1.3% | 加碼 |
| Congress Wealth Management LLC | 27,361 | $344.0 萬 | 0.05% | −4,258−13.5% | 減碼 |
| Glass Wealth Management Co LLC | 27,348 | $343.8 萬 | 1.87% | +1,565+6.1% | 加碼 |
| Catherine Avery Investment Management LLC | 26,725 | $336.0 萬 | 2.97% | +26,725 | 新進 |
| Galaxy Digital Capital Management GP LLC | 26,677 | $335.4 萬 | 2.45% | +26,677 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,497 | $334.8 萬 | 0.03% | 00.0% | 不變 |
| Bouvel Investment Partners, LLC | 26,611 | $334.6 萬 | 1.21% | +687+2.7% | 加碼 |
| National Asset Management, Inc. | 26,607 | $334.5 萬 | 0.11% | −3,467−11.5% | 減碼 |
| Brevan Howard Capital Management LP | 26,580 | $334.2 萬 | 0.08% | −23,304−46.7% | 減碼 |
| Principal Securities, Inc. | 26,328 | $331.0 萬 | 0.07% | +4,136+18.6% | 加碼 |
| Dimension Capital Management LLC | 26,270 | $330.3 萬 | 0.54% | 00.0% | 不變 |
| Next Level Private LLC | 26,248 | $330.0 萬 | 1.33% | −55−0.2% | 減碼 |
| Culbertson A N & Co Inc | 26,039 | $327.4 萬 | 0.52% | −540−2.0% | 減碼 |
| Mattson Financial Services, LLC | 31,280 | $326.1 萬 | 1.04% | −2,581−7.6% | 減碼 |
| Cary Street Partners Financial LLC | 25,829 | $324.7 萬 | 0.11% | +25,829 | 新進 |
| Davenport & Co LLC | 25,808 | $324.5 萬 | 0.02% | −2,680−9.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 25,675 | $322.8 萬 | 0.05% | −2,215−7.9% | 減碼 |
| Lipe & Dalton | 25,662 | $322.6 萬 | 1.71% | −1,060−4.0% | 減碼 |
| Benjamin Edwards Inc | 25,658 | $322.6 萬 | 0.05% | +2,786+12.2% | 加碼 |
| Callan Family Office, LLC | 25,420 | $319.6 萬 | 0.20% | +25,420 | 新進 |
| MainStreet Investment Advisors LLC | 25,355 | $318.8 萬 | 0.45% | −909−3.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 25,345 | $318.6 萬 | 0.05% | −905−3.4% | 減碼 |
| Palisade Asset Management, LLC | 25,339 | $318.6 萬 | 0.32% | −375−1.5% | 減碼 |
| Transcend Wealth Collective, LLC | 25,246 | $317.4 萬 | 0.23% | −380−1.5% | 減碼 |
| Franklin Street Advisors Inc | 25,000 | $314.3 萬 | 0.21% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 24,944 | $313.5 萬 | 0.48% | −178−0.7% | 減碼 |
| Texas Yale Capital Corp. | 24,920 | $313.3 萬 | 0.13% | +40+0.2% | 加碼 |
| Burney Co | 24,716 | $310.7 萬 | 0.11% | −2,358−8.7% | 減碼 |
| Signaturefd, LLC | 24,692 | $310.4 萬 | 0.06% | +676+2.8% | 加碼 |
| Stolper Co | 24,523 | $308.3 萬 | 1.03% | −90.0% | 減碼 |
| EP Wealth Advisors, LLC | 24,497 | $308.0 萬 | 0.03% | +2,374+10.7% | 加碼 |
| Horizon Investments, LLC | 24,629 | $307.6 萬 | 0.09% | +516+2.1% | 加碼 |
| Morangie Management LLC | 24,462 | $307.5 萬 | 2.50% | +24,462 | 新進 |
| Trust Co of Toledo NA | 24,459 | $307.5 萬 | 0.40% | +990+4.2% | 加碼 |
| Northeast Investment Management | 24,431 | $307.1 萬 | 0.14% | −158−0.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 24,400 | $306.8 萬 | 0.03% | −8,742−26.4% | 減碼 |
| Sciencast Management LP | 24,228 | $304.6 萬 | 0.83% | +24,228 | 新進 |
| Griffin Asset Management, Inc. | 24,018 | $302.0 萬 | 0.35% | +675+2.9% | 加碼 |
| Meeder Advisory Services, Inc. | 23,856 | $299.9 萬 | 0.19% | +274+1.2% | 加碼 |
| Vident Advisory, LLC | 23,697 | $298.0 萬 | 0.05% | +2,217+10.3% | 加碼 |
| Hurley Capital, LLC | 23,456 | $295.5 萬 | 2.38% | +23,456 | 新進 |
| Commerzbank Aktiengesellschaft | 23,485 | $295.4 萬 | 0.07% | −5,576−19.2% | 減碼 |
| Financial Advisory Service, Inc. | 23,246 | $292.3 萬 | 0.25% | +783+3.5% | 加碼 |
| Paradigm Asset Management Co LLC | 23,200 | $291.7 萬 | 0.80% | −2,200−8.7% | 減碼 |
| KCM Investment Advisors LLC | 23,159 | $291.2 萬 | 0.10% | −2,319−9.1% | 減碼 |
| Quadrature Capital Ltd | 22,794 | $286.7 萬 | 0.06% | +22,794 | 新進 |
| Pitcairn Co | 22,779 | $286.4 萬 | 0.17% | −389−1.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 22,769 | $286.3 萬 | 0.11% | −685−2.9% | 減碼 |