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
- 2,513
- 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 940 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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 2,718 | $44.7 萬 | 0.02% | −653−19.4% | 減碼 |
| Fell Capital Management | 2,710 | $44.6 萬 | 0.43% | −300−10.0% | 減碼 |
| Root Financial Partners, LLC | 2,708 | $44.6 萬 | 0.02% | −349−11.4% | 減碼 |
| Cornerstone Advisory, LLC | 2,707 | $44.5 萬 | 0.04% | +157+6.2% | 加碼 |
| Legacy Solutions, LLC | 2,706 | $44.5 萬 | 0.41% | −257−8.7% | 減碼 |
| Hall Capital Management Co Inc | 2,326 | $44.3 萬 | 0.16% | +1,000+75.4% | 加碼 |
| Winthrop Advisory Group LLC | 2,672 | $44.0 萬 | 0.04% | −5−0.2% | 減碼 |
| 111 Capital | 2,672 | $44.0 萬 | 0.11% | −7,151−72.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,662 | $43.8 萬 | 0.11% | −48−1.8% | 減碼 |
| Impact Capital Partners LLC | 2,661 | $43.8 萬 | 0.13% | −1,080−28.9% | 減碼 |
| Legacy Advisors, LLC | 2,655 | $43.7 萬 | 0.05% | −91−3.3% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,649 | $43.6 萬 | 0.04% | −93−3.4% | 減碼 |
| Aspen Wealth Strategies, LLC | 2,647 | $43.6 萬 | 0.23% | −151−5.4% | 減碼 |
| Fragasso Group Inc. | 2,612 | $43.5 萬 | 0.03% | +178+7.3% | 加碼 |
| American Trust | 2,642 | $43.5 萬 | 0.04% | −128−4.6% | 減碼 |
| Victory Financial Group, LLC | 2,642 | $43.5 萬 | 0.05% | +177+7.2% | 加碼 |
| Equitable Trust Co | 2,636 | $43.4 萬 | 0.02% | +144+5.8% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 2,632 | $43.3 萬 | 0.05% | +1,937+278.7% | 加碼 |
| Rockingstone Advisors LLC | 2,630 | $43.3 萬 | 0.20% | −25−0.9% | 減碼 |
| Valley National Advisers Inc | 2,631 | $43.2 萬 | 0.06% | +39+1.5% | 加碼 |
| Amplius Wealth Advisors, LLC | 2,618 | $43.1 萬 | 0.04% | 00.0% | 不變 |
| Cove Private Wealth, LLC | 2,606 | $42.9 萬 | 0.10% | 00.0% | 不變 |
| Kaizen Financial Strategies | 2,288 | $42.9 萬 | 0.18% | +17+0.7% | 加碼 |
| Ponta Wealth Partners, LLC | 2,601 | $42.8 萬 | 0.34% | +206+8.6% | 加碼 |
| A4 Wealth Advisors LLC | 2,600 | $42.8 萬 | 0.36% | −787−23.2% | 減碼 |
| Thrive Wealth Management, LLC | 2,586 | $42.6 萬 | 0.06% | +52+2.1% | 加碼 |
| JFS Wealth Advisors, LLC | 2,571 | $42.3 萬 | 0.02% | −39−1.5% | 減碼 |
| Primoris Wealth Advisors, LLC | 2,567 | $42.2 萬 | 0.30% | +232+9.9% | 加碼 |
| Burling Wealth Partners, LLC | 2,551 | $42.0 萬 | 0.07% | −123−4.6% | 減碼 |
| Integrated Investment Consultants, LLC | 2,548 | $41.9 萬 | 0.09% | −10−0.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,547 | $41.9 萬 | 0.05% | −237−8.5% | 減碼 |
| Bouchey Financial Group Ltd | 2,351 | $41.9 萬 | 0.03% | +39+1.7% | 加碼 |
| N.E.W. Advisory Services LLC | 2,545 | $41.9 萬 | 0.03% | +6+0.2% | 加碼 |
| Michael B. Yongue | 2,543 | $41.9 萬 | 0.31% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 2,542 | $41.8 萬 | 0.10% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 2,535 | $41.7 萬 | 0.16% | −48−1.9% | 減碼 |
| Miller Capital Partners, Inc. | 2,534 | $41.7 萬 | 0.20% | 00.0% | 不變 |
| Golden Reserve Retirement LLC | 2,530 | $41.6 萬 | 0.09% | +541+27.2% | 加碼 |
| Flynn Zito Capital Management, LLC | 2,526 | $41.6 萬 | 0.13% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 2,525 | $41.6 萬 | 0.03% | +2,525 | 新進 |
| Integrity Financial Corp | 2,525 | $41.6 萬 | 0.21% | +2,525 | 新進 |
| Grant Private Wealth Management Inc | 2,523 | $41.5 萬 | 0.22% | +835+49.5% | 加碼 |
| Claris Financial LLC | 2,522 | $41.5 萬 | 0.23% | +9+0.4% | 加碼 |
| Gilbert & Cook, Inc. | 2,521 | $41.5 萬 | 0.05% | +2,521 | 新進 |
| Ellsworth Advisors, LLC | 2,520 | $41.5 萬 | 0.08% | +29+1.2% | 加碼 |
| Glen Eagle Advisors, LLC | 2,510 | $41.3 萬 | 0.06% | +462+22.6% | 加碼 |
| Motco | 2,509 | $41.3 萬 | 0.04% | −20−0.8% | 減碼 |
| Flaharty Asset Management, LLC | 2,508 | $41.3 萬 | 0.05% | 00.0% | 不變 |
| Purkiss Capital Advisors LLC | 2,507 | $41.3 萬 | 0.18% | +402+19.1% | 加碼 |
| BankPlus Wealth Management LLC | 2,504 | $41.2 萬 | 0.21% | +2,504 | 新進 |
| Florida Financial Advisors, LLC | 2,504 | $41.2 萬 | 0.10% | +336+15.5% | 加碼 |
| Merrion Investment Management Co, LLC | 2,500 | $41.1 萬 | 0.22% | +500+25.0% | 加碼 |
| EJMK Ventures LLC | 2,499 | $41.1 萬 | 0.23% | +195+8.5% | 加碼 |
| Marex Group plc | 2,488 | $40.9 萬 | 0.00% | +2,488 | 新進 |
| Leo Wealth, LLC | 2,478 | $40.8 萬 | 0.03% | +180+7.8% | 加碼 |
| Doheny Asset Management | 2,473 | $40.7 萬 | 0.27% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 2,470 | $40.6 萬 | 0.01% | −601−19.6% | 減碼 |
| Manhattan West Asset Management, LLC | 2,469 | $40.6 萬 | 0.08% | +414+20.1% | 加碼 |
| Horizon Wealth Management, LLC | 2,464 | $40.6 萬 | 0.06% | +2+0.1% | 加碼 |
| Univest Financial Corp | 2,454 | $40.4 萬 | 0.02% | −33−1.3% | 減碼 |
| New Covenant Trust Company, N.A. | 2,449 | $40.3 萬 | 0.36% | +293+13.6% | 加碼 |
| OneAscent Financial Services LLC | 2,448 | $40.3 萬 | 0.02% | +688+39.1% | 加碼 |
| Fiduciary Group LLC | 2,446 | $40.3 萬 | 0.03% | −99−3.9% | 減碼 |
| Marest Capital, LLC | 2,437 | $40.1 萬 | 0.23% | +2,437 | 新進 |
| Associated Banc-Corp | 2,434 | $40.1 萬 | 0.01% | −13−0.5% | 減碼 |
| Steinberganna Wealth Management | 2,427 | $39.9 萬 | 0.19% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 2,427 | $39.9 萬 | 0.04% | +354+17.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,419 | $39.8 萬 | 0.03% | −74−3.0% | 減碼 |
| Bragg Financial Advisors, Inc | 2,417 | $39.8 萬 | 0.01% | +65+2.8% | 加碼 |
| Greenspring Advisors, LLC | 2,411 | $39.7 萬 | 0.02% | +91+3.9% | 加碼 |
| Paragon Private Wealth Management, LLC | 2,408 | $39.6 萬 | 0.12% | +367+18.0% | 加碼 |
| Financial Security Advisor, Inc. | 2,400 | $39.5 萬 | 0.07% | +13+0.5% | 加碼 |
| Wall Street Financial Group, Inc. | 2,394 | $39.4 萬 | 0.23% | +53+2.3% | 加碼 |
| Twinbeech Capital LP | 2,389 | $39.3 萬 | 0.04% | −81,869−97.2% | 減碼 |
| Tripletail Wealth Management, LLC | 2,357 | $39.1 萬 | 0.53% | 00.0% | 不變 |
| Jacobsen Capital Management | 2,373 | $39.1 萬 | 0.13% | +10.0% | 加碼 |
| Firestone Capital Management | 2,373 | $39.0 萬 | 0.08% | −31−1.3% | 減碼 |
| CPA Asset Management LLC | 2,371 | $39.0 萬 | 0.13% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 2,368 | $39.0 萬 | 0.02% | −209−8.1% | 減碼 |
| Ariadne Wealth Management, LP | 2,360 | $38.8 萬 | 0.17% | −233−9.0% | 減碼 |
| Intesa Sanpaolo S.p.A. | 2,362 | $38.7 萬 | 0.02% | −497−17.4% | 減碼 |
| Darden Wealth Group Inc | 2,350 | $38.7 萬 | 0.20% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 2,340 | $38.5 萬 | 0.11% | 00.0% | 不變 |
| Foguth Wealth Management, LLC. | 1,848 | $38.4 萬 | 0.04% | +1,848 | 新進 |
| Hurlow Wealth Management Group, Inc. | 2,329 | $38.3 萬 | 0.09% | +6+0.3% | 加碼 |
| COFG Advisors, LLC | 2,324 | $38.3 萬 | 0.09% | +131+6.0% | 加碼 |
| Alteri Wealth LLC | 2,323 | $38.2 萬 | 0.12% | +14+0.6% | 加碼 |
| Welch Group, LLC | 2,321 | $38.2 萬 | 0.01% | −50−2.1% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 2,316 | $38.1 萬 | 0.07% | +298+14.8% | 加碼 |
| Elevated Capital Advisors, LLC | 2,313 | $38.1 萬 | 0.10% | +2,125+1,130.3% | 加碼 |
| McAdam, LLC | 2,309 | $38.0 萬 | 0.02% | +187+8.8% | 加碼 |
| Coordinated Financial Services, Inc. | 2,305 | $37.9 萬 | 0.22% | +856+59.1% | 加碼 |
| Prairie Wealth Advisors, Inc. | 0 | $37.9 萬 | 0.16% | 0 | 不變 |
| Lewis Asset Management, LLC | 2,299 | $37.8 萬 | 0.15% | +91+4.1% | 加碼 |
| Strategic Financial Concepts, LLC | 2,298 | $37.8 萬 | 0.09% | +2,298 | 新進 |
| Global Strategic Investment Solutions, LLC | 2,295 | $37.8 萬 | 0.04% | +15+0.7% | 加碼 |
| Harold Davidson & Associates Inc. | 2,290 | $37.7 萬 | 0.18% | 00.0% | 不變 |
| Bulltick Wealth Management, LLC | 2,280 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| Secure Asset Management, LLC | 2,280 | $37.5 萬 | 0.06% | +462+25.4% | 加碼 |
| Osterweis Capital Management Inc | 2,278 | $37.5 萬 | 0.02% | 00.0% | 不變 |