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 $2,819 億；維京全球投資和索羅斯基金管理兩位大師持有。
2021 年第 2 季 13F 持有人
Morgan Stanley 在 2021/6/30 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
- 1,550
- 較 2021 年第 1 季 +51 家
- 持有股數
- 15.7 億
- 較 2021 年第 1 季 −1,578 萬 (−1.0%)
- 總市值
- $1,437 億
- 較 2021 年第 1 季 +$207.4 億 (+16.9%)
- 新進機構
- 146
- 另有 585 家加碼
- 清倉機構
- 95
- 另有 609 家減碼
另有 17 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 | $2,819 億 |
| 2026 年第 1 季 | 2,514 | $2,182 億 |
| 2025 年第 4 季 | 2,533 | $2,408 億 |
| 2025 年第 3 季 | 2,266 | $2,179 億 |
| 2025 年第 2 季 | 2,209 | $1,920 億 |
| 2025 年第 1 季 | 2,104 | $1,599 億 |
| 2024 年第 4 季 | 2,118 | $1,711 億 |
| 2024 年第 3 季 | 1,875 | $1,454 億 |
| 2024 年第 2 季 | 1,829 | $1,362 億 |
| 2024 年第 1 季 | 1,799 | $1,339 億 |
| 2023 年第 4 季 | 1,761 | $1,347 億 |
| 2023 年第 3 季 | 1,671 | $1,131 億 |
| 2023 年第 2 季 | 1,689 | $1,192 億 |
| 2023 年第 1 季 | 1,674 | $1,270 億 |
| 2022 年第 4 季 | 1,682 | $1,209 億 |
| 2022 年第 3 季 | 1,586 | $1,134 億 |
| 2022 年第 2 季 | 1,607 | $1,097 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,476 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,440 億 |
| 2021 年第 1 季 | 1,516 | $1,239 億 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $345.7 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 129,694,032 | $118.9 億 | 0.63% | −2,644,070−2.0% | 減碼 |
| Vanguard Group Inc | 120,629,590 | $110.6 億 | 0.28% | −392,396−0.3% | 減碼 |
| BlackRock Inc. | 120,525,147 | $110.5 億 | 0.31% | +1,162,612+1.0% | 加碼 |
| Price T Rowe Associates Inc | 58,330,109 | $53.5 億 | 0.50% | −10,608,054−15.4% | 減碼 |
| JPMorgan Chase & Co | 52,827,699 | $48.4 億 | 0.62% | −2,164,159−3.9% | 減碼 |
| FMR LLC | 44,588,710 | $40.9 億 | 0.32% | −150,481−0.3% | 減碼 |
| Wellington Management Group LLP | 38,217,536 | $35.0 億 | 0.58% | +4,377,498+12.9% | 加碼 |
| Geode Capital Management, LLC | 24,120,241 | $22.1 億 | 0.30% | +830,122+3.6% | 加碼 |
| Bank of America Corp | 21,975,137 | $20.1 億 | 0.23% | +45,119+0.2% | 加碼 |
| Norges Bank | 18,567,236 | $17.0 億 | 0.37% | −9,783−0.1% | 減碼 |
| Massachusetts Financial Services Co | 18,320,677 | $16.8 億 | 0.49% | +4,979,125+37.3% | 加碼 |
| Nuveen Asset Management, LLC | 17,688,645 | $16.2 億 | 0.48% | +774,900+4.6% | 加碼 |
| Ameriprise Financial Inc | 17,466,789 | $16.0 億 | 0.50% | −330,782−1.9% | 減碼 |
| Northern Trust Corp | 16,786,726 | $15.4 億 | 0.27% | −484,644−2.8% | 減碼 |
| Eagle Capital Management LLC | 15,489,899 | $14.2 億 | 4.05% | +3,586,062+30.1% | 加碼 |
| Janus Henderson Group PLC | 13,976,450 | $12.8 億 | 0.55% | −30,088−0.2% | 減碼 |
| Bank of New York Mellon Corp | 12,904,005 | $11.8 億 | 0.23% | −723,682−5.3% | 減碼 |
| Dimensional Fund Advisors LP | 11,598,643 | $10.6 億 | 0.34% | −833,788−6.7% | 減碼 |
| Invesco Ltd. | 11,357,500 | $10.4 億 | 0.26% | −922,007−7.5% | 減碼 |
| Bank of Montreal | 10,864,798 | $9.85 億 | 0.51% | +2,023,854+22.9% | 加碼 |
| Primecap Management Co | 10,043,973 | $9.21 億 | 0.62% | −1,591,655−13.7% | 減碼 |
| Fisher Asset Management, LLC | 9,742,297 | $8.93 億 | 0.56% | +235,518+2.5% | 加碼 |
| Legal & General Group Plc | 9,438,462 | $8.65 億 | 0.29% | +190,657+2.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,330,477 | $8.56 億 | 0.69% | +351,816+3.9% | 加碼 |
| Franklin Resources Inc | 7,650,501 | $7.01 億 | 0.27% | +1,845,940+31.8% | 加碼 |
| Goldman Sachs Group Inc | 7,508,566 | $6.88 億 | 0.19% | −187,857−2.4% | 減碼 |
| FIL Ltd | 7,391,094 | $6.78 億 | 0.73% | −402,576−5.2% | 減碼 |
| GQG Partners LLC | 7,230,753 | $6.63 億 | 1.95% | +739,529+11.4% | 加碼 |
| Charles Schwab Investment Management Inc | 7,161,130 | $6.57 億 | 0.22% | +56,142+0.8% | 加碼 |
| Canada Pension Plan Investment Board | 5,802,536 | $5.32 億 | 0.64% | +1,813,517+45.5% | 加碼 |
| UBS Asset Management Americas Inc | 5,642,670 | $5.17 億 | 0.22% | −1,034,853−15.5% | 減碼 |
| UBS Group AG | 5,566,807 | $5.10 億 | 0.21% | +581,582+11.7% | 加碼 |
| Wells Fargo & Company | 5,514,629 | $5.06 億 | 0.11% | −359,369−6.1% | 減碼 |
| TD Asset Management Inc | 5,025,486 | $4.82 億 | 0.49% | −280,470−5.3% | 減碼 |
| Parametric Portfolio Associates LLC | 5,171,475 | $4.74 億 | 0.27% | −80,308−1.5% | 減碼 |
| LSV Asset Management | 5,160,200 | $4.73 億 | 0.80% | −271,530−5.0% | 減碼 |
| Royal Bank of Canada | 5,087,810 | $4.67 億 | 0.13% | −2,948,843−36.7% | 減碼 |
| Capital World Investors | 4,915,747 | $4.51 億 | 0.08% | −994,128−16.8% | 減碼 |
| Credit Suisse AG | 4,510,769 | $4.09 億 | 0.32% | +1,978,413+78.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,453,269 | $4.08 億 | 0.24% | −271,788−5.8% | 減碼 |
| Allianz Asset Management GmbH | 4,336,777 | $3.98 億 | 0.36% | +414,828+10.6% | 加碼 |
| Barclays PLC | 4,298,952 | $3.94 億 | 0.32% | −354,802−7.6% | 減碼 |
| Macquarie Group Ltd | 3,959,834 | $3.63 億 | 0.30% | +3,745,744+1,749.6% | 加碼 |
| Ontario Teachers Pension Plan Board | 3,935,969 | $3.61 億 | 4.53% | −287,017−6.8% | 減碼 |
| Diamond Hill Capital Management Inc | 3,784,051 | $3.47 億 | 1.32% | −795,403−17.4% | 減碼 |
| Principal Financial Group Inc | 3,735,301 | $3.42 億 | 0.22% | −254,708−6.4% | 減碼 |
| Amundi | 3,701,677 | $3.39 億 | 0.24% | +3,701,677 | 新進 |
| Alliancebernstein L.P. | 3,696,887 | $3.39 億 | 0.14% | +196,570+5.6% | 加碼 |
| New York State Common Retirement Fund | 3,675,739 | $3.37 億 | 0.35% | +153,753+4.4% | 加碼 |
| Deutsche Bank AG | 3,667,549 | $3.36 億 | 0.16% | +822,119+28.9% | 加碼 |
| Prudential Financial Inc | 3,506,144 | $3.21 億 | 0.44% | +1,185,221+51.1% | 加碼 |
| Fayez Sarofim & Co | 3,408,429 | $3.13 億 | 1.05% | +5,804+0.2% | 加碼 |
| Lord, Abbett & Co. LLC | 3,292,356 | $3.02 億 | 0.73% | +234,885+7.7% | 加碼 |
| Schroder Investment Management Group | 3,251,570 | $2.98 億 | 0.37% | +128,553+4.1% | 加碼 |
| Citigroup Inc | 3,217,007 | $2.95 億 | 0.26% | −98,924−3.0% | 減碼 |
| California Public Employees Retirement System | 3,135,631 | $2.88 億 | 0.22% | −227,087−6.8% | 減碼 |
| Millennium Management LLC | 3,026,109 | $2.77 億 | 0.36% | +952,073+45.9% | 加碼 |
| Agf Investments Inc. | 2,989,228 | $2.74 億 | 2.05% | +235,224+8.5% | 加碼 |
| Cullen Capital Management LLC | 2,950,689 | $2.71 億 | 2.62% | −14,423−0.5% | 減碼 |
| Eaton Vance Management | 2,917,264 | $2.67 億 | 0.36% | −462,779−13.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,784,125 | $2.55 億 | 0.23% | +48,152+1.8% | 加碼 |
| Nordea Investment Management AB | 2,757,265 | $2.53 億 | 0.34% | +59,397+2.2% | 加碼 |
| California State Teachers Retirement System | 2,525,249 | $2.32 億 | 0.29% | −105,695−4.0% | 減碼 |
| Rhumbline Advisers | 2,447,086 | $2.24 億 | 0.29% | −125,017−4.9% | 減碼 |
| Pzena Investment Management LLC | 2,409,278 | $2.21 億 | 0.86% | −909,720−27.4% | 減碼 |
| Eminence Capital, LP | 2,350,670 | $2.16 億 | 2.67% | +117,566+5.3% | 加碼 |
| HSBC Holdings PLC | 2,289,327 | $2.09 億 | 0.25% | +196,665+9.4% | 加碼 |
| Marshall Wace Asia Ltd | 2,263,572 | $2.08 億 | 4.39% | −421,097−15.7% | 減碼 |
| Focused Investors LLC | 2,250,000 | $2.06 億 | 6.57% | −57,100−2.5% | 減碼 |
| KBC Group NV | 2,160,441 | $1.98 億 | 0.71% | +247,172+12.9% | 加碼 |
| AMF Pensionsforsakring AB | 2,154,564 | $1.98 億 | 1.36% | +2,154,564 | 新進 |
| Susquehanna International Group, LLP | 2,136,159 | $1.96 億 | 0.21% | +690,321+47.7% | 加碼 |
| First Trust Advisors LP | 2,105,518 | $1.93 億 | 0.21% | +325,647+18.3% | 加碼 |
| Ensign Peak Advisors, Inc | 2,094,023 | $1.92 億 | 0.39% | −261,868−11.1% | 減碼 |
| Epoch Investment Partners, Inc. | 2,036,734 | $1.87 億 | 1.00% | −1,155,006−36.2% | 減碼 |
| Ninety One UK Ltd | 2,010,471 | $1.84 億 | 0.48% | −402,302−16.7% | 減碼 |
| Alphinity Investment Management Pty Ltd | 1,949,887 | $1.79 億 | 6.72% | −76,430−3.8% | 減碼 |
| National Pension Service | 1,930,986 | $1.77 億 | 0.34% | +27,326+1.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,863,205 | $1.75 億 | 4.35% | −309,853−14.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,886,704 | $1.71 億 | 0.50% | −203,118−9.7% | 減碼 |
| New York State Teachers Retirement System | 1,840,239 | $1.69 億 | 0.35% | −85,675−4.4% | 減碼 |
| Neuberger Berman Group LLC | 1,855,547 | $1.69 億 | 0.15% | +409,104+28.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,723,816 | $1.58 億 | 0.30% | −51,915−2.9% | 減碼 |
| Fifth Third Bancorp | 1,709,554 | $1.57 億 | 0.69% | +29,888+1.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,677,734 | $1.54 億 | 0.30% | +11,100+0.7% | 加碼 |
| American Century Companies Inc | 1,579,577 | $1.45 億 | 0.10% | +3,893+0.2% | 加碼 |
| Commerce Bank | 1,571,880 | $1.44 億 | 1.02% | +40,284+2.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,541,100 | $1.41 億 | 0.31% | +1,506,978+4,416.4% | 加碼 |
| Thrivent Financial for Lutherans | 1,521,597 | $1.40 億 | 0.28% | +11,282+0.7% | 加碼 |
| Railway Pension Investments Ltd | 1,515,022 | $1.39 億 | 1.16% | +84,400+5.9% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 1,494,901 | $1.37 億 | 3.17% | −9,668−0.6% | 減碼 |
| Artisan Partners Limited Partnership | 1,492,814 | $1.37 億 | 0.16% | −159,774−9.7% | 減碼 |
| Great West Life Assurance Co | 1,463,722 | $1.34 億 | 0.31% | −204,012−12.2% | 減碼 |
| Citadel Advisors LLC | 1,444,286 | $1.32 億 | 0.14% | −526,479−26.7% | 減碼 |
| Tesco Pension Investment Ltd | 1,429,111 | $1.31 億 | 2.32% | +1,429,111 | 新進 |
| Mackenzie Financial Corp | 1,426,886 | $1.31 億 | 0.18% | −146,768−9.3% | 減碼 |
| State of Wisconsin Investment Board | 1,419,529 | $1.30 億 | 0.27% | −168,739−10.6% | 減碼 |
| First Republic Investment Management, Inc. | 1,405,497 | $1.29 億 | 0.33% | +229,423+19.5% | 加碼 |
| Fred Alger Management, LLC | 1,394,449 | $1.28 億 | 0.30% | −445,611−24.2% | 減碼 |