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。
2026 年第 1 季 13F 持有人
Morgan Stanley 在 2026/3/31 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
- 2,514
- 較 2025 年第 4 季 +21 家
- 持有股數
- 13.3 億
- 較 2025 年第 4 季 +1.17 億 (+9.7%)
- 總市值
- $2,180 億
- 較 2025 年第 4 季 +$32.3 億 (+1.5%)
- 新進機構
- 179
- 另有 1,053 家加碼
- 清倉機構
- 158
- 另有 941 家減碼
另有 40 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sippican Capital Advisors | 5,593 | $92.0 萬 | 0.63% | 00.0% | 不變 |
| Clear Wave Wealth Management LLC | 5,597 | $92.1 萬 | 0.23% | +5,597 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 5,615 | $92.4 萬 | 0.24% | −40−0.7% | 減碼 |
| GeoWealth Management, LLC | 5,621 | $92.5 萬 | 0.03% | +958+20.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,625 | $92.6 萬 | 0.05% | +429+8.3% | 加碼 |
| Welch & Forbes LLC | 5,657 | $93.1 萬 | 0.01% | −99−1.7% | 減碼 |
| Rogco, LP | 5,668 | $93.3 萬 | 0.31% | −10−0.2% | 減碼 |
| Fortress Private Ledger, LLC | 5,673 | $93.4 萬 | 0.29% | +785+16.1% | 加碼 |
| Curbstone Financial Management Corp | 5,676 | $93.4 萬 | 0.18% | −100−1.7% | 減碼 |
| Net Worth Advisory Group | 5,686 | $93.6 萬 | 0.19% | −475−7.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,690 | $93.6 萬 | 0.06% | +456+8.7% | 加碼 |
| Barlow Wealth Partners, Inc. | 4,964 | $93.7 萬 | 0.10% | 00.0% | 不變 |
| Baron Wealth Management LLC | 5,715 | $94.1 萬 | 0.28% | −149−2.5% | 減碼 |
| Johnson & White Wealth Management, LLC | 5,720 | $94.1 萬 | 0.40% | +336+6.2% | 加碼 |
| Eads & Heald Wealth Management | 5,723 | $94.2 萬 | 0.47% | −460−7.4% | 減碼 |
| Souders Financial Advisors | 5,732 | $94.3 萬 | 0.11% | −209−3.5% | 減碼 |
| Strategic Blueprint, LLC | 5,744 | $94.5 萬 | 0.05% | −317−5.2% | 減碼 |
| DRW Securities, LLC | 5,761 | $94.8 萬 | 0.05% | −8,959−60.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 5,787 | $95.2 萬 | 0.06% | −180−3.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,790 | $95.3 萬 | 0.13% | +449+8.4% | 加碼 |
| Alvarez & Marsal Private Wealth Partners, LLC | 5,798 | $95.4 萬 | 0.13% | +720+14.2% | 加碼 |
| Lee Danner & Bass Inc | 5,814 | $95.7 萬 | 0.06% | 00.0% | 不變 |
| Advisor OS, LLC | 5,820 | $95.8 萬 | 0.07% | +947+19.4% | 加碼 |
| DGS Capital Management, LLC | 5,838 | $96.1 萬 | 0.16% | +296+5.3% | 加碼 |
| Leelyn Smith, LLC | 5,840 | $96.1 萬 | 0.13% | +1,536+35.7% | 加碼 |
| Machina Capital S.A.S. | 5,841 | $96.1 萬 | 0.19% | −9,967−63.1% | 減碼 |
| YANKCOM Partnership | 5,845 | $96.2 萬 | 0.40% | −247−4.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 5,857 | $96.4 萬 | 0.08% | −201−3.3% | 減碼 |
| Shufro Rose & Co LLC | 5,866 | $96.5 萬 | 0.07% | +477+8.9% | 加碼 |
| Ellevest, Inc. | 5,871 | $96.6 萬 | 0.13% | +229+4.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 5,880 | $96.8 萬 | 0.02% | −17−0.3% | 減碼 |
| Intrua Financial, LLC | 5,903 | $97.2 萬 | 0.10% | +23+0.4% | 加碼 |
| Charles Schwab Trust Co | 5,906 | $97.2 萬 | 0.06% | −1,709−22.4% | 減碼 |
| Portfolio Design Labs, LLC | 5,934 | $97.7 萬 | 0.17% | −3,135−34.6% | 減碼 |
| Oddo BHF Asset Management SAS | 5,966 | $98.2 萬 | 0.04% | 00.0% | 不變 |
| Berger Financial Group, Inc | 5,981 | $98.4 萬 | 0.06% | +136+2.3% | 加碼 |
| First Foundation Advisors | 5,992 | $98.6 萬 | 0.04% | +101+1.7% | 加碼 |
| Ally Financial Inc. | 6,000 | $98.7 萬 | 0.12% | +6,000 | 新進 |
| Berkshire Bank | 6,017 | $99.0 萬 | 0.20% | −179−2.9% | 減碼 |
| Themes Management Co LLC | 6,024 | $99.1 萬 | 0.61% | +628+11.6% | 加碼 |
| Atticus Wealth Management, LLC | 6,034 | $99.3 萬 | 0.27% | −34−0.6% | 減碼 |
| HighPoint Advisor Group LLC | 6,075 | $100.0 萬 | 0.04% | −38,787−86.5% | 減碼 |
| SlateStone Wealth, LLC | 6,125 | $100.8 萬 | 0.08% | −73−1.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 6,136 | $101.0 萬 | 0.02% | +342+5.9% | 加碼 |
| Vigil Wealth Management, LLC | 6,170 | $101.5 萬 | 0.82% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 6,171 | $101.6 萬 | 0.05% | +1,643+36.3% | 加碼 |
| Mechanics Financial Corp | 6,188 | $101.8 萬 | 0.43% | −488−7.3% | 減碼 |
| Fortitude Advisory Group L.L.C. | 6,194 | $101.9 萬 | 0.46% | 00.0% | 不變 |
| Somerville Kurt F | 6,200 | $102.0 萬 | 0.27% | −175−2.7% | 減碼 |
| Guardian Partners Inc. | 6,209 | $102.2 萬 | 0.09% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 6,219 | $102.4 萬 | 0.05% | +55+0.9% | 加碼 |
| Alliance Private Wealth, LLC | 6,224 | $102.4 萬 | 0.37% | −50−0.8% | 減碼 |
| Everest Financial Group LLC | 6,231 | $102.5 萬 | 0.17% | +165+2.7% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $102.7 萬 | 0.41% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 6,254 | $102.9 萬 | 0.15% | +2,340+59.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,443 | $103.0 萬 | 0.07% | +205+3.9% | 加碼 |
| PCM Encore, LLC | 6,278 | $103.3 萬 | 0.21% | +268+4.5% | 加碼 |
| LMR Partners LLP | 6,315 | $103.9 萬 | 0.01% | +6,315 | 新進 |
| Hamilton Capital, LLC | 6,396 | $105.3 萬 | 0.05% | −49−0.8% | 減碼 |
| Jmac Enterprises LLC | 6,400 | $105.3 萬 | 0.20% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 6,406 | $105.4 萬 | 0.11% | −2,062−24.4% | 減碼 |
| Empower Advisory Group, LLC | 6,410 | $105.5 萬 | 0.00% | −816−11.3% | 減碼 |
| Grandview Asset Management LLC | 6,417 | $105.6 萬 | 0.31% | +582+10.0% | 加碼 |
| L2 Asset Management, LLC | 6,445 | $106.1 萬 | 0.10% | +388+6.4% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $106.5 萬 | 0.07% | 00.0% | 不變 |
| Robotti Robert | 6,500 | $107.0 萬 | 0.17% | 00.0% | 不變 |
| Tiaa Trust, National Association | 6,501 | $107.0 萬 | 0.07% | −165,129−96.2% | 減碼 |
| LS Investment Advisors, LLC | 6,515 | $107.2 萬 | 0.16% | −7,245−52.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,528 | $107.4 萬 | 0.05% | +100+1.6% | 加碼 |
| Childress Capital Advisors, LLC | 6,531 | $107.5 萬 | 0.19% | +150+2.4% | 加碼 |
| Whalen Wealth Management Inc. | 6,537 | $107.6 萬 | 0.58% | +2,573+64.9% | 加碼 |
| RMR Wealth Builders | 6,538 | $107.6 萬 | 0.08% | +36+0.6% | 加碼 |
| Genesee Capital Advisors, LLC | 6,557 | $107.9 萬 | 0.45% | −285−4.2% | 減碼 |
| Essex Financial Services, Inc. | 6,562 | $108.0 萬 | 0.06% | +81+1.2% | 加碼 |
| Destination Wealth Management | 6,564 | $108.0 萬 | 0.03% | −196−2.9% | 減碼 |
| Sunbelt Securities, Inc. | 6,566 | $108.1 萬 | 0.07% | +590+9.9% | 加碼 |
| Evernest Financial Advisors, LLC | 5,695 | $108.3 萬 | 0.22% | −11−0.2% | 減碼 |
| Atlantic Union Bankshares Corp | 6,594 | $108.5 萬 | 0.02% | +350+5.6% | 加碼 |
| BSW Wealth Partners | 6,594 | $108.5 萬 | 0.13% | +529+8.7% | 加碼 |
| Csenge Advisory Group | 6,595 | $108.5 萬 | 0.05% | −375−5.4% | 減碼 |
| Harbor Advisors LLC | 6,608 | $108.7 萬 | 0.16% | 00.0% | 不變 |
| Cooper Financial Group | 6,612 | $108.8 萬 | 0.11% | +404+6.5% | 加碼 |
| PDS Planning, Inc | 6,632 | $109.1 萬 | 0.07% | −29−0.4% | 減碼 |
| Empire Financial Management Company, LLC | 6,658 | $109.6 萬 | 0.25% | −52−0.8% | 減碼 |
| Mindset Wealth Management, LLC | 6,669 | $109.7 萬 | 0.29% | −31−0.5% | 減碼 |
| RFG Advisory, LLC | 6,672 | $109.8 萬 | 0.02% | −142−2.1% | 減碼 |
| Trust Point Inc. | 6,675 | $109.8 萬 | 0.10% | −1,025−13.3% | 減碼 |
| Axq Capital, LP | 6,677 | $109.9 萬 | 0.14% | −2,065−23.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 6,682 | $110.0 萬 | 0.18% | −1,615−19.5% | 減碼 |
| Versant Capital Management, Inc | 6,683 | $110.0 萬 | 0.11% | +1,579+30.9% | 加碼 |
| Accurate Wealth Management, LLC | 6,203 | $110.3 萬 | 0.13% | +2,202+55.0% | 加碼 |
| Churchill Financial Advisors, LLC | 6,705 | $110.3 萬 | 0.23% | +1,400+26.4% | 加碼 |
| Meridian Investment Counsel Inc. | 6,710 | $110.4 萬 | 0.26% | −25−0.4% | 減碼 |
| Baker Avenue Asset Management, LP | 6,711 | $110.5 萬 | 0.03% | +1,819+37.2% | 加碼 |
| Canton Hathaway, LLC | 6,725 | $110.7 萬 | 0.22% | 00.0% | 不變 |
| Harbour Investments, Inc. | 6,742 | $111.0 萬 | 0.02% | +2,215+48.9% | 加碼 |
| Autumn Glory Partners, LLC | 6,756 | $111.2 萬 | 0.41% | +975+16.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 6,681 | $111.3 萬 | 0.03% | −1,825−21.5% | 減碼 |
| Visionary Wealth Advisors | 6,766 | $111.4 萬 | 0.05% | −598−8.1% | 減碼 |
| Klingman & Associates, LLC | 6,779 | $111.6 萬 | 0.05% | +216+3.3% | 加碼 |