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。
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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 1,000 | $16.5 萬 | 0.04% | 00.0% | 不變 |
| Centennial Bank | 1,000 | $16.5 萬 | 0.06% | 00.0% | 不變 |
| Paladin Advisory Group, LLC | 1,011 | $16.6 萬 | 0.13% | −145−12.5% | 減碼 |
| Virtus ETF Advisers LLC | 1,033 | $17.0 萬 | 0.08% | −700−40.4% | 減碼 |
| AXS Investments LLC | 1,038 | $17.1 萬 | 0.07% | −63−5.7% | 減碼 |
| Signature Equity Partners, LLC | 1,045 | $17.2 萬 | 0.09% | +38+3.8% | 加碼 |
| General Partner, Inc. | 1,057 | $17.4 萬 | 0.11% | −50−4.5% | 減碼 |
| TSFG, LLC | 1,069 | $17.6 萬 | 0.03% | +2+0.2% | 加碼 |
| HHM Wealth Advisors, LLC | 1,070 | $17.6 萬 | 0.02% | +263+32.6% | 加碼 |
| Millstone Evans Group, LLC | 1,083 | $17.8 萬 | 0.11% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 1,085 | $17.9 萬 | 0.02% | −52−4.6% | 減碼 |
| Keating Financial Advisory Services, Inc. | 1,094 | $18.0 萬 | 0.03% | +113+11.5% | 加碼 |
| Hilltop National Bank | 1,113 | $18.3 萬 | 0.04% | +364+48.6% | 加碼 |
| Sherman Asset Management, Inc. | 1,162 | $19.1 萬 | 0.18% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,179 | $19.4 萬 | 0.01% | +117+11.0% | 加碼 |
| Washington Trust Advisors, Inc. | 1,191 | $19.6 萬 | 0.02% | +146+14.0% | 加碼 |
| Robinswood Financial LLC | 1,210 | $19.9 萬 | 0.06% | +7+0.6% | 加碼 |
| Blue Edge Capital, LLC | 1,216 | $20.0 萬 | 0.03% | −104−7.9% | 減碼 |
| Arvest Bank Trust Division | 1,217 | $20.0 萬 | 0.01% | −15−1.2% | 減碼 |
| J.Safra Asset Management Corp | 1,220 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Co | 1,223 | $20.1 萬 | 0.03% | −9−0.7% | 減碼 |
| Iron Financial, LLC | 1,226 | $20.2 萬 | 0.09% | +90+7.9% | 加碼 |
| Sunburst Financial Group, LLC | 1,226 | $20.2 萬 | 0.04% | +40+3.4% | 加碼 |
| Financial Solutions Advisory Group, Inc. | 1,226 | $20.2 萬 | 0.03% | +1,226 | 新進 |
| Genesis Private Wealth, LLC | 1,228 | $20.2 萬 | 0.06% | −155−11.2% | 減碼 |
| Eagle Wealth Advisors LLC | 1,230 | $20.2 萬 | 0.19% | +29+2.4% | 加碼 |
| Reicon Wealth Advisors, LLC | 1,230 | $20.2 萬 | 0.16% | −670−35.3% | 減碼 |
| Walker Asset Management, LLC | 1,233 | $20.3 萬 | 0.11% | +4+0.3% | 加碼 |
| BIP Wealth, LLC | 1,235 | $20.3 萬 | 0.01% | −215−14.8% | 減碼 |
| CFO4Life Group, LLC | 1,238 | $20.4 萬 | 0.03% | −427−25.6% | 減碼 |
| Anfield Capital Management, LLC | 1,242 | $20.4 萬 | 0.06% | +1,039+511.8% | 加碼 |
| Xxi Wealth, LLC | 1,244 | $20.5 萬 | 0.12% | +1,244 | 新進 |
| Leisure Capital Management | 1,246 | $20.5 萬 | 0.07% | −124−9.1% | 減碼 |
| Sivia Capital Partners, LLC | 1,248 | $20.5 萬 | 0.04% | −1,673−57.3% | 減碼 |
| Money Concepts Capital Corp | 1,248 | $20.5 萬 | 0.01% | +66+5.6% | 加碼 |
| Stephenson & Company, Inc. | 1,249 | $20.6 萬 | 0.11% | 00.0% | 不變 |
| one8zero8, LLC | 1,250 | $20.6 萬 | 0.05% | 00.0% | 不變 |
| Embree Financial Group | 1,253 | $20.6 萬 | 0.02% | +1,253 | 新進 |
| BXM Wealth LLC | 1,256 | $20.7 萬 | 0.16% | −7,750−86.1% | 減碼 |
| Planned Solutions, Inc. | 1,257 | $20.7 萬 | 0.07% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 1,257 | $20.7 萬 | 0.01% | −57−4.3% | 減碼 |
| Lantz Financial LLC | 1,258 | $20.7 萬 | 0.04% | +1,258 | 新進 |
| Sunbeam Capital Management, LLC | 1,259 | $20.7 萬 | 0.12% | −44−3.4% | 減碼 |
| Fortis Advisors, LLC | 1,260 | $20.7 萬 | 0.10% | +7+0.6% | 加碼 |
| CRA Financial Services, LLC | 1,260 | $20.7 萬 | 0.03% | −56−4.3% | 減碼 |
| Chicago Trust Co NA | 1,262 | $20.8 萬 | 0.03% | −10−0.8% | 減碼 |
| HBW Advisory Services LLC | 1,262 | $20.8 萬 | 0.02% | +49+4.0% | 加碼 |
| Van Diest Capital, LLC | 1,266 | $20.8 萬 | 0.16% | +1,266 | 新進 |
| Regatta Capital Group, LLC | 1,271 | $20.9 萬 | 0.03% | 00.0% | 不變 |
| Cottage Street Advisors LLC | 1,272 | $20.9 萬 | 0.09% | −10−0.8% | 減碼 |
| Patten Group, Inc. | 1,275 | $21.0 萬 | 0.04% | −21−1.6% | 減碼 |
| Saxon Interests, Inc. | 1,277 | $21.0 萬 | 0.07% | −32−2.4% | 減碼 |
| Fox Run Management, L.L.C. | 1,329 | $21.0 萬 | 0.04% | −10,584−88.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 1,281 | $21.1 萬 | 0.01% | +31+2.5% | 加碼 |
| GatePass Capital, LLC | 1,283 | $21.1 萬 | 0.10% | +1,283 | 新進 |
| Fiera Capital Corp | 1,285 | $21.1 萬 | 0.00% | −70−5.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,289 | $21.2 萬 | 0.01% | −50−3.7% | 減碼 |
| AMG Asset Management Group, Inc. | 1,296 | $21.3 萬 | 0.17% | +1,296 | 新進 |
| Raleigh Capital Management Inc. | 1,296 | $21.3 萬 | 0.07% | +497+62.2% | 加碼 |
| Fountainhead AM, LLC | 1,297 | $21.3 萬 | 0.19% | +580+80.9% | 加碼 |
| Peak Retirement Planning, Inc. | 1,298 | $21.4 萬 | 0.04% | +1,298 | 新進 |
| Redwood Wealth Management Group, LLC | 1,300 | $21.4 萬 | 0.09% | −198−13.2% | 減碼 |
| Motive Wealth Advisors | 1,303 | $21.4 萬 | 0.10% | −10−0.8% | 減碼 |
| Clearwater Capital Advisors, LLC | 1,305 | $21.5 萬 | 0.02% | +1,305 | 新進 |
| Davis Investment Partners, LLC | 1,308 | $21.5 萬 | 0.08% | −449−25.6% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 1,310 | $21.6 萬 | 0.05% | −25−1.9% | 減碼 |
| Virtue Capital Management, LLC | 1,365 | $21.6 萬 | 0.03% | +1,365 | 新進 |
| Howard Capital Management Group, LLC | 1,316 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 1,317 | $21.7 萬 | 0.11% | 00.0% | 不變 |
| Avail Investment Partners, LLC | 1,319 | $21.7 萬 | 0.23% | +1,319 | 新進 |
| Total Clarity Wealth Management, Inc. | 1,321 | $21.7 萬 | 0.05% | +33+2.6% | 加碼 |
| StoryOne LLC | 0 | $21.8 萬 | 0.12% | 0 | 不變 |
| Beto Financial Group, LLC | 1,148 | $21.8 萬 | 0.13% | +13+1.1% | 加碼 |
| Tobam | 1,332 | $21.9 萬 | 0.06% | +639+92.2% | 加碼 |
| Bridges Investment Management Inc | 1,333 | $21.9 萬 | 0.00% | −46−3.3% | 減碼 |
| Asset One Wealth Management LLC | 1,160 | $22.0 萬 | 0.02% | +1,160 | 新進 |
| Shum Financial Group, Inc. | 1,336 | $22.0 萬 | 0.16% | −8−0.6% | 減碼 |
| Brio Consultants, LLC | 1,165 | $22.0 萬 | 0.03% | +1,165 | 新進 |
| RVW Wealth, LLC | 1,343 | $22.1 萬 | 0.02% | −2,143−61.5% | 減碼 |
| Piscataqua Savings Bank | 1,345 | $22.1 萬 | 0.16% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,347 | $22.2 萬 | 0.00% | −298−18.1% | 減碼 |
| Citizens National Bank Trust Department | 1,350 | $22.2 萬 | 0.04% | +350+35.0% | 加碼 |
| Act Wealth Management, LLC | 1,350 | $22.2 萬 | 0.07% | −62−4.4% | 減碼 |
| Sound Income Strategies, LLC | 1,341 | $22.3 萬 | 0.01% | −101−7.0% | 減碼 |
| Silvant Capital Management LLC | 1,357 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Axis Wealth Partners, LLC | 1,360 | $22.4 萬 | 0.12% | +37+2.8% | 加碼 |
| Hanlon Investment Management, Inc. | 1,361 | $22.4 萬 | 0.12% | +1,361 | 新進 |
| West Paces Advisors Inc. | 1,364 | $22.4 萬 | 0.04% | −20−1.4% | 減碼 |
| Legacy Wealth Advisors, LLC | 1,365 | $22.5 萬 | 0.11% | +1,365 | 新進 |
| Spartan Planning & Wealth Management | 1,369 | $22.5 萬 | 0.17% | −1,453−51.5% | 減碼 |
| Wealthquest Corp | 1,370 | $22.5 萬 | 0.02% | +218+18.9% | 加碼 |
| Pitti Group Wealth Management, LLC | 1,370 | $22.6 萬 | 0.18% | +1+0.1% | 加碼 |
| Vicus Capital | 1,372 | $22.6 萬 | 0.02% | +13+1.0% | 加碼 |
| Fire Capital Management LLC | 1,374 | $22.6 萬 | 0.11% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 1,375 | $22.6 萬 | 0.08% | −48−3.4% | 減碼 |
| Platform Technology Partners | 1,377 | $22.7 萬 | 0.04% | +1,377 | 新進 |
| Cogent Private Wealth, Inc. | 1,389 | $22.9 萬 | 0.17% | +237+20.6% | 加碼 |
| Drucker Wealth 3.0, LLC | 1,390 | $22.9 萬 | 0.04% | −22−1.6% | 減碼 |
| Indiana Trust & Investment Management CO | 1,394 | $22.9 萬 | 0.07% | 00.0% | 不變 |
| Dakota Community Bank & Trust NA | 1,396 | $23.0 萬 | 0.78% | −18−1.3% | 減碼 |