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 |
|---|---|---|---|---|---|
| Aspen Wealth Strategies, LLC | 2,647 | $43.6 萬 | 0.23% | −151−5.4% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,649 | $43.6 萬 | 0.04% | −93−3.4% | 減碼 |
| Legacy Advisors, LLC | 2,655 | $43.7 萬 | 0.05% | −91−3.3% | 減碼 |
| Impact Capital Partners LLC | 2,661 | $43.8 萬 | 0.13% | −1,080−28.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,662 | $43.8 萬 | 0.11% | −48−1.8% | 減碼 |
| 111 Capital | 2,672 | $44.0 萬 | 0.11% | −7,151−72.8% | 減碼 |
| Winthrop Advisory Group LLC | 2,672 | $44.0 萬 | 0.04% | −5−0.2% | 減碼 |
| Hall Capital Management Co Inc | 2,326 | $44.3 萬 | 0.16% | +1,000+75.4% | 加碼 |
| Legacy Solutions, LLC | 2,706 | $44.5 萬 | 0.41% | −257−8.7% | 減碼 |
| Cornerstone Advisory, LLC | 2,707 | $44.5 萬 | 0.04% | +157+6.2% | 加碼 |
| Root Financial Partners, LLC | 2,708 | $44.6 萬 | 0.02% | −349−11.4% | 減碼 |
| Fell Capital Management | 2,710 | $44.6 萬 | 0.43% | −300−10.0% | 減碼 |
| Johnson Financial Group, Inc. | 2,718 | $44.7 萬 | 0.02% | −653−19.4% | 減碼 |
| Innovative Asset Advisors Group, LLC | 2,718 | $44.7 萬 | 0.26% | +2,718 | 新進 |
| Leigh Baldwin & Co., LLC | 2,719 | $44.7 萬 | 0.29% | −303−10.0% | 減碼 |
| Broadleaf Partners, LLC | 2,719 | $44.7 萬 | 0.10% | 00.0% | 不變 |
| PFG Advisors | 2,720 | $44.8 萬 | 0.02% | −304−10.1% | 減碼 |
| Naviter Wealth, LLC | 2,725 | $44.8 萬 | 0.06% | +51+1.9% | 加碼 |
| Charter Capital Management, LLC | 2,735 | $45.0 萬 | 0.23% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 2,842 | $45.0 萬 | 0.04% | +33+1.2% | 加碼 |
| Wellington-Altus USA Inc. | 2,154 | $45.0 萬 | 0.27% | +316+17.2% | 加碼 |
| Enterprise Financial Services Corp | 2,750 | $45.3 萬 | 0.23% | −79−2.8% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,762 | $45.5 萬 | 0.29% | 00.0% | 不變 |
| WealthShield Partners, LLC | 2,762 | $45.5 萬 | 0.05% | −6−0.2% | 減碼 |
| Cardinal Point Capital Management, ULC | 2,765 | $45.5 萬 | 0.03% | +244+9.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,774 | $45.6 萬 | 0.11% | 00.0% | 不變 |
| City State Bank | 2,782 | $45.8 萬 | 0.12% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 2,785 | $45.8 萬 | 0.22% | +100+3.7% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,790 | $45.9 萬 | 0.08% | +62+2.3% | 加碼 |
| Fairscale Capital, LLC | 2,791 | $45.9 萬 | 0.32% | 00.0% | 不變 |
| Castle Wealth Management LLC | 2,793 | $46.0 萬 | 0.15% | −118−4.1% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $46.1 萬 | 0.05% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 2,807 | $46.2 萬 | 0.03% | +43+1.6% | 加碼 |
| Foster Group, Inc. | 2,812 | $46.3 萬 | 0.01% | +353+14.4% | 加碼 |
| Golden State Wealth Management, LLC | 2,821 | $46.4 萬 | 0.05% | −124−4.2% | 減碼 |
| SLT Holdings LLC | 2,826 | $46.5 萬 | 0.33% | +50+1.8% | 加碼 |
| Private Advisory Group LLC | 2,831 | $46.6 萬 | 0.03% | +705+33.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 2,831 | $46.6 萬 | 0.03% | +1,166+70.0% | 加碼 |
| CM Wealth Advisors LLC | 2,833 | $46.6 萬 | 0.10% | +460+19.4% | 加碼 |
| Capital Performance Advisors LLP | 2,840 | $46.7 萬 | 0.03% | +189+7.1% | 加碼 |
| Banque Transatlantique SA | 2,840 | $46.8 萬 | 0.01% | +1,442+103.1% | 加碼 |
| QTR Family Wealth, LLC | 2,552 | $46.8 萬 | 0.19% | +73+2.9% | 加碼 |
| River Wealth Advisors LLC | 2,845 | $46.8 萬 | 0.05% | +8+0.3% | 加碼 |
| Werba Rubin Papier Wealth Management | 2,855 | $47.0 萬 | 0.07% | +311+12.2% | 加碼 |
| Camden National Bank | 2,884 | $47.5 萬 | 0.06% | +337+13.2% | 加碼 |
| Southeast Asset Advisors Inc. | 2,886 | $47.5 萬 | 0.05% | +2,886 | 新進 |
| West Family Investments, Inc. | 2,886 | $47.5 萬 | 0.17% | −2,752−48.8% | 減碼 |
| 55 North Private Wealth, LLC | 2,887 | $47.5 萬 | 0.12% | +46+1.6% | 加碼 |
| Fulcrum Capital LLC | 2,893 | $47.6 萬 | 0.10% | −173−5.6% | 減碼 |
| Navis Wealth Advisors, LLC | 2,918 | $48.0 萬 | 0.25% | −108−3.6% | 減碼 |
| Park Place Capital Corp | 2,919 | $48.0 萬 | 0.10% | +1,205+70.3% | 加碼 |
| Crawford Investment Counsel Inc | 2,921 | $48.1 萬 | 0.01% | −117−3.9% | 減碼 |
| American State Bank (Iowa) | 2,922 | $48.1 萬 | 0.23% | −11−0.4% | 減碼 |
| Oakworth Capital, Inc. | 2,923 | $48.1 萬 | 0.03% | 00.0% | 不變 |
| First Affirmative Financial Network | 2,926 | $48.1 萬 | 0.19% | +2,926 | 新進 |
| Partners Wealth Management, LLC | 2,929 | $48.2 萬 | 0.50% | −82−2.7% | 減碼 |
| Endeavor Private Wealth, Inc. | 2,933 | $48.3 萬 | 0.14% | +472+19.2% | 加碼 |
| Auxano Advisors, LLC | 2,939 | $48.4 萬 | 0.10% | −188−6.0% | 減碼 |
| Five Oceans Advisors | 2,945 | $48.5 萬 | 0.18% | −10.0% | 減碼 |
| O'Rourke & Company, Inc | 2,949 | $48.5 萬 | 0.19% | +5+0.2% | 加碼 |
| Wharton Business Group, LLC | 2,954 | $48.6 萬 | 0.02% | −290−8.9% | 減碼 |
| JM2 Capital Inc. | 2,956 | $48.6 萬 | 0.40% | +13+0.4% | 加碼 |
| Blue Fin Capital, Inc. | 2,965 | $48.8 萬 | 0.08% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 2,969 | $48.9 萬 | 0.04% | +125+4.4% | 加碼 |
| Optimize Financial Inc | 2,972 | $48.9 萬 | 0.24% | −116−3.8% | 減碼 |
| Altus Wealth Group LLC | 2,983 | $49.1 萬 | 0.20% | −242−7.5% | 減碼 |
| Kera Capital Partners, Inc. | 2,985 | $49.1 萬 | 0.06% | +765+34.5% | 加碼 |
| TSG Advice Partners, LLC | 2,997 | $49.3 萬 | 0.07% | +273+10.0% | 加碼 |
| Spirit of America Management Corp | 3,000 | $49.4 萬 | 0.10% | 00.0% | 不變 |
| Cfo Capital Management LLC | 3,000 | $49.4 萬 | 0.41% | 00.0% | 不變 |
| Armistice Capital, LLC | 3,017 | $49.7 萬 | 0.02% | +3,017 | 新進 |
| Code Waechter LLC | 3,021 | $49.7 萬 | 0.30% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 3,021 | $49.7 萬 | 0.17% | +1,328+78.4% | 加碼 |
| Southern Financial Group, LLC | 3,021 | $49.7 萬 | 0.14% | −28−0.9% | 減碼 |
| Founders Financial Alliance, LLC | 3,024 | $49.8 萬 | 0.09% | +63+2.1% | 加碼 |
| J.M. Arbour, LLC | 3,027 | $49.8 萬 | 0.48% | −113−3.6% | 減碼 |
| Viawealth, LLC | 3,028 | $49.8 萬 | 0.28% | −50−1.6% | 減碼 |
| Terry L. Blaker | 3,040 | $50.0 萬 | 0.02% | −3,622−54.4% | 減碼 |
| One Wealth Advisors, LLC | 3,046 | $50.1 萬 | 0.06% | +33+1.1% | 加碼 |
| Accredited Investors Inc. | 3,057 | $50.3 萬 | 0.03% | −242−7.3% | 減碼 |
| McLean Asset Management Corp | 3,062 | $50.4 萬 | 0.09% | +4+0.1% | 加碼 |
| Legacy Edge Advisors, LLC | 3,064 | $50.4 萬 | 0.05% | −226−6.9% | 減碼 |
| Tributary Capital Management, LLC | 3,080 | $50.7 萬 | 0.05% | −60−1.9% | 減碼 |
| 49 Wealth Management, LLC | 3,090 | $50.8 萬 | 0.04% | +1,304+73.0% | 加碼 |
| Tanager Wealth Management LLP | 3,103 | $51.1 萬 | 0.05% | +203+7.0% | 加碼 |
| Plancorp, LLC | 2,877 | $51.1 萬 | 0.01% | −4−0.1% | 減碼 |
| Guilbault Capital LLC | 3,110 | $51.2 萬 | 0.56% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 3,110 | $51.2 萬 | 0.07% | +1,450+87.3% | 加碼 |
| Omnia Family Wealth, LLC | 3,117 | $51.3 萬 | 0.16% | −675−17.8% | 減碼 |
| Chase Investment Counsel Corp | 3,120 | $51.3 萬 | 0.13% | −1,414−31.2% | 減碼 |
| Circle Wealth Management, LLC | 3,142 | $51.7 萬 | 0.01% | −386−10.9% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,145 | $51.8 萬 | 0.17% | +355+12.7% | 加碼 |
| Levin Capital Strategies, L.P. | 3,151 | $51.9 萬 | 0.04% | +3,151 | 新進 |
| Perennial Investment Advisors, LLC | 3,154 | $51.9 萬 | 0.04% | −804−20.3% | 減碼 |
| Naples Global Advisors, LLC | 3,157 | $51.9 萬 | 0.04% | +9+0.3% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,159 | $52.0 萬 | 0.22% | −44−1.4% | 減碼 |
| First County Bank | 3,159 | $52.0 萬 | 0.28% | +241+8.3% | 加碼 |
| Argent Advisors, Inc. | 3,164 | $52.1 萬 | 0.14% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 3,166 | $52.1 萬 | 0.12% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 3,168 | $52.1 萬 | 0.17% | +234+8.0% | 加碼 |