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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 4,672 | $76.9 萬 | 0.06% | 00.0% | 不變 |
| Howard Capital Management Inc. | 4,652 | $76.6 萬 | 0.01% | −4,511−49.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,637 | $76.3 萬 | 0.05% | −848−15.5% | 減碼 |
| Lazari Capital Management, Inc. | 4,622 | $76.1 萬 | 0.26% | −285−5.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,619 | $76.0 萬 | 0.19% | +292+6.7% | 加碼 |
| Diversified Enterprises, LLC | 4,615 | $76.0 萬 | 0.04% | −244−5.0% | 減碼 |
| Alta Advisers Ltd | 4,615 | $75.9 萬 | 0.27% | 00.0% | 不變 |
| Saiph Capital, LLC | 4,614 | $75.9 萬 | 0.29% | 00.0% | 不變 |
| B&L Asset Management LLC | 4,607 | $75.8 萬 | 0.33% | +540+13.3% | 加碼 |
| Powell Investment Advisors, LLC | 4,605 | $75.8 萬 | 0.26% | +27+0.6% | 加碼 |
| Arcataur Capital Management LLC | 4,594 | $75.6 萬 | 0.21% | +60+1.3% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 4,585 | $75.5 萬 | 0.24% | +19+0.4% | 加碼 |
| Arsenal Capital Advisors LLC | 4,584 | $75.4 萬 | 0.55% | −20.0% | 減碼 |
| Ashford Capital Management Inc | 4,570 | $75.2 萬 | 0.09% | +1,780+63.8% | 加碼 |
| Trueblood Wealth Management, LLC | 4,562 | $75.1 萬 | 0.29% | −3−0.1% | 減碼 |
| Renaissance Investment Group LLC | 4,550 | $74.9 萬 | 0.16% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 4,550 | $74.9 萬 | 0.08% | +225+5.2% | 加碼 |
| First Bank & Trust | 4,546 | $74.8 萬 | 0.12% | −705−13.4% | 減碼 |
| Allen Capital Group, LLC | 4,546 | $74.8 萬 | 0.07% | +60+1.3% | 加碼 |
| Indivisible Partners | 4,534 | $74.6 萬 | 0.07% | +172+3.9% | 加碼 |
| Goldenstone Wealth Management LLC | 4,531 | $74.6 萬 | 0.54% | +70+1.6% | 加碼 |
| Providence First Trust Co | 4,531 | $74.6 萬 | 0.26% | −997−18.0% | 減碼 |
| CNB Bank | 4,529 | $74.5 萬 | 0.31% | −77−1.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 4,525 | $74.4 萬 | 0.03% | −62−1.4% | 減碼 |
| Lavaca Capital LLC | 4,508 | $74.2 萬 | 0.14% | +26+0.6% | 加碼 |
| Continuum Advisory, LLC | 4,505 | $74.1 萬 | 0.07% | −88−1.9% | 減碼 |
| Eagle Rock Investment Company, LLC | 4,500 | $74.1 萬 | 0.11% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 4,500 | $74.1 萬 | 0.02% | −69,042−93.9% | 減碼 |
| Hudock, Inc. | 4,495 | $74.0 萬 | 0.11% | +116+2.6% | 加碼 |
| Signet Private Wealth LLC | 4,488 | $73.9 萬 | 0.71% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 4,484 | $73.8 萬 | 0.28% | −511−10.2% | 減碼 |
| Vanguard National Trust Co | 4,484 | $73.8 萬 | 0.05% | +4,484 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,480 | $73.7 萬 | 0.12% | +466+11.6% | 加碼 |
| Optas, LLC | 4,479 | $73.7 萬 | 0.11% | +103+2.4% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 4,464 | $73.5 萬 | 0.16% | −2,952−39.8% | 減碼 |
| SageView Advisory Group, LLC | 4,463 | $73.4 萬 | 0.03% | +113+2.6% | 加碼 |
| Directional Asset Management | 4,459 | $73.4 萬 | 0.67% | +382+9.4% | 加碼 |
| Willner & Heller, LLC | 4,455 | $73.3 萬 | 0.55% | −25−0.6% | 減碼 |
| Apriem Advisors | 4,441 | $73.1 萬 | 0.07% | +100+2.3% | 加碼 |
| Peoples Bank | 4,433 | $73.0 萬 | 0.45% | −432−8.9% | 減碼 |
| KKM Financial LLC | 4,094 | $72.7 萬 | 0.13% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 4,408 | $72.5 萬 | 0.03% | −601−12.0% | 減碼 |
| Fortem Financial Group, LLC | 4,388 | $72.2 萬 | 0.18% | −220−4.8% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,387 | $72.2 萬 | 0.08% | +2,020+85.3% | 加碼 |
| Jacobi Capital Management LLC | 4,377 | $72.0 萬 | 0.04% | +718+19.6% | 加碼 |
| Ninepoint Partners LP | 4,375 | $72.0 萬 | 0.09% | +4,375 | 新進 |
| First American Trust, FSB | 4,356 | $71.7 萬 | 0.05% | +176+4.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 4,294 | $71.5 萬 | 0.01% | −717−14.3% | 減碼 |
| Howard Financial Services, Ltd. | 4,344 | $71.5 萬 | 0.08% | +765+21.4% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $71.3 萬 | 0.03% | 00.0% | 不變 |
| S Harris Financial Group, LLC | 4,321 | $71.1 萬 | 0.65% | −33−0.8% | 減碼 |
| Tuttle Tactical Management | 4,317 | $71.0 萬 | 1.17% | 00.0% | 不變 |
| McLaughlin Asset Management, Inc. | 4,314 | $71.0 萬 | 0.68% | +18+0.4% | 加碼 |
| Bell Bank | 4,309 | $70.9 萬 | 0.03% | −380−8.1% | 減碼 |
| TRB Wealth Management, LLC | 4,309 | $70.9 萬 | 0.10% | +4,309 | 新進 |
| Nippon Life Global Investors Americas, Inc. | 4,280 | $70.4 萬 | 0.03% | +200+4.9% | 加碼 |
| DV Trading LLC | 4,276 | $70.4 萬 | 0.06% | +3,776+755.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 4,270 | $70.3 萬 | 0.05% | +163+4.0% | 加碼 |
| First Financial Bank - Trust Division | 4,253 | $70.0 萬 | 0.06% | −449−9.5% | 減碼 |
| TFR Capital, LLC. | 4,247 | $69.9 萬 | 0.21% | −18−0.4% | 減碼 |
| Millennium Capital Advisors, LLC | 4,243 | $69.8 萬 | 0.43% | 00.0% | 不變 |
| Fielder Capital Group LLC | 4,230 | $69.6 萬 | 0.15% | +14+0.3% | 加碼 |
| Red Door Wealth Management, LLC | 4,228 | $69.6 萬 | 0.07% | −173−3.9% | 減碼 |
| AA Financial Advisors, LLC | 4,226 | $69.5 萬 | 0.10% | +188+4.7% | 加碼 |
| Centric Wealth Management | 3,698 | $69.5 萬 | 0.14% | 00.0% | 不變 |
| Piedmont Capital Management, LLC | 4,205 | $69.2 萬 | 0.46% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 4,175 | $68.7 萬 | 0.09% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 4,171 | $68.6 萬 | 0.02% | +109+2.7% | 加碼 |
| Park National Corp | 4,152 | $68.3 萬 | 0.02% | +514+14.1% | 加碼 |
| Valmark Advisers, Inc. | 4,150 | $68.3 萬 | 0.01% | +335+8.8% | 加碼 |
| Moors & Cabot, Inc. | 4,150 | $68.3 萬 | 0.03% | −221−5.1% | 減碼 |
| Claro Advisors LLC | 4,135 | $68.1 萬 | 0.08% | +181+4.6% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $68.0 萬 | 0.32% | 00.0% | 不變 |
| Salzhauer Michael | 4,131 | $68.0 萬 | 0.32% | 00.0% | 不變 |
| Holderness Investments Co | 4,126 | $67.9 萬 | 0.14% | +30+0.7% | 加碼 |
| Anchyra Partners LLC | 4,109 | $67.6 萬 | 0.21% | −86−2.1% | 減碼 |
| Richwood Investment Advisors, LLC | 4,107 | $67.6 萬 | 0.52% | +400+10.8% | 加碼 |
| Myriad Asset Management US LP | 4,094 | $67.4 萬 | 1.01% | −201−4.7% | 減碼 |
| Strategy Asset Managers LLC | 4,090 | $67.3 萬 | 0.11% | +4,090 | 新進 |
| SeaCrest Wealth Management, LLC | 4,090 | $67.3 萬 | 0.07% | −635−13.4% | 減碼 |
| X-Square Capital, LLC | 4,080 | $67.1 萬 | 0.23% | +15+0.4% | 加碼 |
| Defiance ETFs, LLC | 4,075 | $67.1 萬 | 0.01% | +4,075 | 新進 |
| Baader Bank INC | 4,072 | $66.9 萬 | 0.07% | −47−1.1% | 減碼 |
| Shepherd Financial Partners LLC | 4,050 | $66.7 萬 | 0.06% | −76−1.8% | 減碼 |
| Waters Parkerson & Co., LLC | 4,050 | $66.7 萬 | 0.03% | 00.0% | 不變 |
| Cromwell Holdings LLC | 4,034 | $66.4 萬 | 0.37% | 00.0% | 不變 |
| Alpha Family Trust | 4,025 | $66.2 萬 | 0.32% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 4,023 | $66.2 萬 | 0.41% | −236−5.5% | 減碼 |
| Beta Wealth Group, Inc. | 4,020 | $66.2 萬 | 0.27% | −499−11.0% | 減碼 |
| Riverbend Wealth Management, LLC | 4,019 | $66.1 萬 | 0.41% | −778−16.2% | 減碼 |
| Birnam Oak Advisors, LP | 4,000 | $65.8 萬 | 0.18% | +4,000 | 新進 |
| Encore Global Management, LP | 4,000 | $65.8 萬 | 0.46% | +4,000 | 新進 |
| Boston Private Wealth LLC | 3,987 | $65.6 萬 | 0.04% | −271−6.4% | 減碼 |
| Bullock Wealth Management Group | 3,938 | $65.4 萬 | 0.33% | −6−0.2% | 減碼 |
| Jackson Thornton Asset Management, LLC | 3,675 | $65.3 萬 | 0.06% | +3,675 | 新進 |
| Woodmont Investment Counsel LLC | 3,955 | $65.1 萬 | 0.04% | −235−5.6% | 減碼 |
| First Interstate Bank | 3,953 | $65.1 萬 | 0.04% | −800−16.8% | 減碼 |
| MJP Associates Inc | 3,938 | $64.8 萬 | 0.08% | +487+14.1% | 加碼 |
| Wrapmanager Inc | 3,930 | $64.7 萬 | 0.22% | +18+0.5% | 加碼 |
| Basecamp Wealth Advisors LLC | 3,928 | $64.6 萬 | 0.13% | 00.0% | 不變 |