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。
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 | 2,746 | $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 |
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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 24,477 | $224.4 萬 | 0.04% | −723−2.9% | 減碼 |
| IndexIQ Advisors LLC | 24,564 | $225.2 萬 | 0.08% | +1,721+7.5% | 加碼 |
| Convergence Investment Partners, LLC | 24,570 | $225.3 萬 | 0.97% | −11,032−31.0% | 減碼 |
| National Asset Management, Inc. | 24,920 | $225.8 萬 | 0.07% | +12,526+101.1% | 加碼 |
| Veriti Management LLC | 24,767 | $227.1 萬 | 0.34% | +6,402+34.9% | 加碼 |
| Culbertson A N & Co Inc | 24,805 | $227.4 萬 | 0.47% | +2,300+10.2% | 加碼 |
| Toscafund Asset Management LLP | 25,000 | $229.2 萬 | 2.65% | −65,462−72.4% | 減碼 |
| Prudent Man Advisors, LLC | 25,245 | $231.5 萬 | 0.89% | −2,270−8.3% | 減碼 |
| Greenwich Wealth Management LLC | 25,461 | $233.4 萬 | 0.20% | −203−0.8% | 減碼 |
| Park Avenue Securities LLC | 25,501 | $233.8 萬 | 0.05% | +3,655+16.7% | 加碼 |
| Ibex Wealth Advisors | 26,261 | $240.8 萬 | 0.48% | +1,263+5.1% | 加碼 |
| Capital Markets Trading UK LLP | 26,591 | $243.8 萬 | 2.46% | +26,591 | 新進 |
| Cetera Advisor Networks LLC | 27,824 | $244.9 萬 | 0.03% | +10,313+58.9% | 加碼 |
| HCR Wealth Advisors | 26,789 | $245.6 萬 | 0.43% | +2,928+12.3% | 加碼 |
| Occidental Asset Management, LLC | 26,889 | $246.5 萬 | 0.66% | +1,230+4.8% | 加碼 |
| Dimension Capital Management LLC | 26,941 | $247.0 萬 | 0.54% | −33,436−55.4% | 減碼 |
| Sumitomo Life Insurance Co | 27,079 | $248.3 萬 | 0.08% | −4,215−13.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,199 | $249.4 萬 | 0.03% | −1,230−4.3% | 減碼 |
| Hudson Canyon Capital Management | 27,388 | $251.1 萬 | 1.88% | −2,084−7.1% | 減碼 |
| Unigestion Holding SA | 27,924 | $253.1 萬 | 0.09% | −458−1.6% | 減碼 |
| Carret Asset Management, LLC | 27,657 | $253.6 萬 | 0.30% | +79+0.3% | 加碼 |
| Union Heritage Capital, LLC | 27,747 | $254.4 萬 | 1.19% | 00.0% | 不變 |
| Homrich & Berg | 27,746 | $254.4 萬 | 0.06% | +2,286+9.0% | 加碼 |
| Heron Financial Group, LLC | 27,822 | $255.1 萬 | 1.46% | −660−2.3% | 減碼 |
| Venture Visionary Partners LLC | 27,849 | $255.3 萬 | 0.20% | +11,541+70.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,348 | $259.9 萬 | 0.07% | −175,978−86.1% | 減碼 |
| Parallel Advisors, LLC | 28,593 | $262.2 萬 | 0.11% | +1,203+4.4% | 加碼 |
| Palisade Asset Management, LLC | 28,890 | $264.9 萬 | 0.31% | −24−0.1% | 減碼 |
| Clear Street Markets LLC | 29,100 | $266.8 萬 | 0.57% | +9,899+51.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 29,179 | $267.5 萬 | 0.05% | −26,620−47.7% | 減碼 |
| Cresset Asset Management, LLC | 29,483 | $270.4 萬 | 0.04% | −2,736−8.5% | 減碼 |
| Everence Capital Management Inc | 29,931 | $274.4 萬 | 0.23% | 00.0% | 不變 |
| Bowling Portfolio Management LLC | 29,993 | $275.0 萬 | 0.61% | +7,002+30.5% | 加碼 |
| Gifford Fong Associates | 30,000 | $275.1 萬 | 0.53% | 00.0% | 不變 |
| Ally Financial Inc. | 30,000 | $275.1 萬 | 0.27% | +30,000 | 新進 |
| Dynamic Technology Lab Private Ltd | 30,072 | $275.7 萬 | 0.28% | −26,088−46.5% | 減碼 |
| Greenleaf Trust | 30,168 | $276.6 萬 | 0.03% | +1,043+3.6% | 加碼 |
| Regions Financial Corp | 30,217 | $277.0 萬 | 0.02% | +4,401+17.0% | 加碼 |
| Avantax Advisory Services, Inc. | 30,403 | $278.5 萬 | 0.05% | +1,442+5.0% | 加碼 |
| Pathstone Family Office, LLC | 30,373 | $278.5 萬 | 0.08% | +6,422+26.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 30,432 | $279.0 萬 | 0.22% | +1,858+6.5% | 加碼 |
| USS Investment Management Ltd | 30,500 | $279.6 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Trust N.A. | 30,678 | $281.3 萬 | 0.09% | +468+1.5% | 加碼 |
| Covenant Multifamily Offices, LLC | 31,159 | $285.7 萬 | 0.52% | +4,747+18.0% | 加碼 |
| Shell Asset Management Co | 31,203 | $286.1 萬 | 0.06% | −57,828−65.0% | 減碼 |
| Foster & Motley Inc | 31,266 | $286.7 萬 | 0.24% | +1,760+6.0% | 加碼 |
| MD Financial Management Inc. | 31,318 | $287.2 萬 | 0.08% | +31,318 | 新進 |
| Bank of New Hampshire | 31,379 | $287.7 萬 | 0.77% | +31,379 | 新進 |
| Pitcairn Co | 31,566 | $289.4 萬 | 0.19% | −16,129−33.8% | 減碼 |
| Synovus Financial Corp | 31,718 | $291.3 萬 | 0.03% | +3,379+11.9% | 加碼 |
| Freedom Day Solutions, LLC | 31,791 | $291.5 萬 | 1.39% | −2,141−6.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 31,901 | $292.5 萬 | 0.14% | −876−2.7% | 減碼 |
| Seven Eight Capital, LP | 31,947 | $292.9 萬 | 0.41% | +31,947 | 新進 |
| Arcus Capital Partners, LLC | 31,983 | $293.3 萬 | 1.37% | 00.0% | 不變 |
| Cerity Partners LLC | 32,041 | $293.8 萬 | 0.06% | −251−0.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 32,375 | $296.8 萬 | 0.04% | +3,991+14.1% | 加碼 |
| Lipe & Dalton | 32,472 | $297.7 萬 | 1.55% | −99−0.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 32,541 | $298.4 萬 | 0.06% | +94+0.3% | 加碼 |
| Comerica Securities,inc. | 32,667 | $299.5 萬 | 0.23% | +7,122+27.9% | 加碼 |
| Wetherby Asset Management Inc | 32,817 | $300.9 萬 | 0.18% | +855+2.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 32,911 | $301.7 萬 | 0.04% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 33,081 | $303.3 萬 | 0.36% | +1,667+5.3% | 加碼 |
| Sowell Financial Services LLC | 33,236 | $304.7 萬 | 0.20% | −5,653−14.5% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 33,243 | $304.8 萬 | 2.22% | +33,243 | 新進 |
| HBK Investments L P | 33,496 | $307.1 萬 | 0.03% | +23,943+250.6% | 加碼 |
| Voloridge Investment Management, LLC | 33,844 | $310.3 萬 | 0.02% | −322,121−90.5% | 減碼 |
| Cohen Klingenstein LLC | 31,400 | $313.5 萬 | 0.13% | 00.0% | 不變 |
| Symmetry Partners, LLC | 34,350 | $315.0 萬 | 0.21% | −205−0.6% | 減碼 |
| Point72 Europe (London) LLP | 34,700 | $318.2 萬 | 2.20% | −71,700−67.4% | 減碼 |
| Spouting Rock Asset Management, LLC | 34,809 | $319.2 萬 | 0.98% | −11,998−25.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 34,925 | $320.2 萬 | 0.03% | −1,521,747−97.8% | 減碼 |
| Duality Advisers, LP | 34,938 | $320.3 萬 | 0.28% | −75,343−68.3% | 減碼 |
| TownSquare Capital, LLC | 35,517 | $320.4 萬 | 0.10% | +7,938+28.8% | 加碼 |
| Redpoint Investment Management Pty Ltd | 34,951 | $320.5 萬 | 0.26% | −2,682−7.1% | 減碼 |
| Great Diamond Partners, LLC | 35,012 | $321.0 萬 | 0.91% | +738+2.2% | 加碼 |
| Chase Investment Counsel Corp | 35,126 | $322.0 萬 | 1.33% | −26,729−43.2% | 減碼 |
| Decatur Capital Management, Inc. | 35,183 | $322.6 萬 | 1.01% | +35,183 | 新進 |
| Capital International Inc | 35,251 | $323.2 萬 | 0.03% | −11,605−24.8% | 減碼 |
| Logan Capital Management Inc | 35,586 | $326.3 萬 | 0.15% | +35,586 | 新進 |
| Hennessy Advisors Inc | 36,000 | $330.1 萬 | 0.18% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 36,097 | $331.0 萬 | 0.14% | −202,037−84.8% | 減碼 |
| TBH Global Asset Management, LLC | 36,158 | $331.6 萬 | 0.76% | +36,158 | 新進 |
| KCM Investment Advisors LLC | 36,357 | $333.4 萬 | 0.13% | −1,526−4.0% | 減碼 |
| Sculati Wealth Management, LLC | 36,448 | $334.2 萬 | 1.77% | −75−0.2% | 減碼 |
| Hancock Whitney Corp | 36,550 | $335.1 萬 | 0.11% | −3,312−8.3% | 減碼 |
| Affinity Investment Advisors, LLC | 36,775 | $337.2 萬 | 1.52% | −22,883−38.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 36,845 | $337.8 萬 | 0.06% | −1,432−3.7% | 減碼 |
| Lazard Asset Management LLC | 36,885 | $338.1 萬 | 0.00% | −7,707−17.3% | 減碼 |
| Morse Asset Management, Inc | 36,923 | $338.5 萬 | 0.82% | −2,972−7.4% | 減碼 |
| SG Americas Securities, LLC | 37,262 | $341.7 萬 | 0.02% | −97,856−72.4% | 減碼 |
| Rockefeller Capital Management L.P. | 37,558 | $344.3 萬 | 0.02% | −5,981−13.7% | 減碼 |
| Central Bank & Trust Co | 37,851 | $347.0 萬 | 0.56% | +37,783+55,563.2% | 加碼 |
| Northeast Investment Management | 37,927 | $347.8 萬 | 0.19% | +60.0% | 加碼 |
| Equitable Trust Co | 38,336 | $351.5 萬 | 0.23% | +2,290+6.4% | 加碼 |
| Van Eck Associates Corp | 38,417 | $352.2 萬 | 0.01% | −24,316−38.8% | 減碼 |
| Los Angeles Capital Management LLC | 38,569 | $353.6 萬 | 0.02% | −168,306−81.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 38,741 | $355.2 萬 | 0.38% | −3,480−8.2% | 減碼 |
| Fma Advisory Inc | 38,870 | $356.4 萬 | 1.32% | −965−2.4% | 減碼 |
| IBM Retirement Fund | 39,170 | $359.1 萬 | 0.28% | −8,799−18.3% | 減碼 |
| Castleark Management LLC | 39,200 | $359.4 萬 | 0.12% | +39,200 | 新進 |