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 |
|---|---|---|---|---|---|
| Ethic Inc. | 39,324 | $360.6 萬 | 0.44% | +12,992+49.3% | 加碼 |
| Allstate Corp | 39,442 | $361.6 萬 | 0.12% | −2,179−5.2% | 減碼 |
| World Asset Management Inc | 39,883 | $365.7 萬 | 0.33% | −2,824−6.6% | 減碼 |
| Private Advisor Group, LLC | 40,243 | $369.0 萬 | 0.03% | +2,764+7.4% | 加碼 |
| Hunter Associates Investment Management LLC | 40,415 | $370.6 萬 | 1.15% | +2,881+7.7% | 加碼 |
| Transcend Wealth Collective, LLC | 40,505 | $371.8 萬 | 0.53% | +1,722+4.4% | 加碼 |
| Mitchell Capital Management Co | 40,694 | $373.1 萬 | 0.82% | +2,860+7.6% | 加碼 |
| TD Private Client Wealth LLC | 40,998 | $375.9 萬 | 0.16% | −10,442−20.3% | 減碼 |
| Patten & Patten Inc | 41,461 | $380.2 萬 | 0.29% | −7,567−15.4% | 減碼 |
| Huntington National Bank | 41,998 | $385.1 萬 | 0.04% | +10,800+34.6% | 加碼 |
| Donaldson Capital Management, LLC | 42,058 | $385.6 萬 | 0.20% | +5,667+15.6% | 加碼 |
| Kempen Capital Management N.V. | 42,118 | $386.2 萬 | 0.14% | +42,118 | 新進 |
| AIA Group Ltd | 43,231 | $386.3 萬 | 0.27% | +18,803+77.0% | 加碼 |
| Essex Investment Management Co LLC | 42,523 | $389.9 萬 | 0.45% | 00.0% | 不變 |
| Glenmede Trust Co NA | 42,550 | $390.0 萬 | 0.02% | −13,937−24.7% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 43,125 | $395.4 萬 | 2.50% | −400−0.9% | 減碼 |
| Central Trust Co | 43,230 | $396.4 萬 | 0.14% | +10,324+31.4% | 加碼 |
| Baird Financial Group, Inc. | 43,610 | $399.9 萬 | 0.01% | +4,168+10.6% | 加碼 |
| KCS Wealth Advisory | 43,861 | $402.2 萬 | 1.89% | +631+1.5% | 加碼 |
| Lincluden Management Ltd | 44,043 | $403.8 萬 | 0.39% | −685−1.5% | 減碼 |
| MRJ Capital Inc | 44,069 | $404.0 萬 | 2.35% | −400−0.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 44,073 | $404.1 萬 | 0.57% | +18,388+71.6% | 加碼 |
| Joel Isaacson & Co., LLC | 44,269 | $405.9 萬 | 0.32% | +150.0% | 加碼 |
| York Capital Management Global Advisors, LLC | 44,348 | $406.7 萬 | 0.46% | +4,882+12.4% | 加碼 |
| Markston International LLC | 44,616 | $409.1 萬 | 2.49% | −132,286−74.8% | 減碼 |
| Massmutual Trust Co FSB | 44,637 | $409.3 萬 | 0.17% | −236−0.5% | 減碼 |
| Illinois Municipal Retirement Fund | 44,879 | $411.5 萬 | 0.17% | −25,129−35.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 45,059 | $413.1 萬 | 0.04% | +12,045+36.5% | 加碼 |
| Roanoke Asset Management Corp | 45,278 | $415.2 萬 | 1.44% | +10,925+31.8% | 加碼 |
| Norinchukin Bank, The | 45,355 | $415.9 萬 | 0.06% | −969−2.1% | 減碼 |
| Usca Ria LLC | 45,479 | $417.0 萬 | 0.25% | +2,745+6.4% | 加碼 |
| Veritable, L.P. | 45,794 | $419.9 萬 | 0.07% | +407+0.9% | 加碼 |
| Cigna Investments Inc | 45,836 | $420.3 萬 | 0.30% | −7,439−14.0% | 減碼 |
| Tocqueville Asset Management L.P. | 45,834 | $420.3 萬 | 0.06% | +2,503+5.8% | 加碼 |
| Teza Capital Management LLC | 46,034 | $422.1 萬 | 0.68% | −43,781−48.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 46,226 | $423.8 萬 | 0.30% | +2,294+5.2% | 加碼 |
| CWM, LLC | 46,331 | $424.8 萬 | 0.03% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 47,083 | $427.5 萬 | 1.57% | −4,896−9.4% | 減碼 |
| Neville Rodie & Shaw Inc | 46,698 | $428.2 萬 | 0.33% | +14,408+44.6% | 加碼 |
| Level Four Advisory Services, LLC | 47,007 | $431.0 萬 | 0.30% | +341+0.7% | 加碼 |
| Elk River Wealth Management, LLC | 47,201 | $432.8 萬 | 1.12% | +2,096+4.6% | 加碼 |
| SkyOak Wealth, LLC | 47,418 | $434.8 萬 | 1.16% | +61+0.1% | 加碼 |
| Cumberland Partners Ltd | 47,929 | $439.5 萬 | 0.34% | +9,475+24.6% | 加碼 |
| Institutional & Family Asset Management, LLC | 47,989 | $440.0 萬 | 0.73% | −7,707−13.8% | 減碼 |
| Albion Financial Group | 48,133 | $441.3 萬 | 0.38% | +48,133 | 新進 |
| Arrow Financial Corp | 48,687 | $446.5 萬 | 0.57% | −1,268−2.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 48,897 | $448.3 萬 | 0.43% | +48,897 | 新進 |
| Corient Capital Partners, LLC | 48,989 | $449.2 萬 | 0.33% | −2,890−5.6% | 減碼 |
| Jefferies Group LLC | 49,145 | $450.6 萬 | 0.08% | −3,784−7.1% | 減碼 |
| Heritage Trust Co | 49,389 | $452.8 萬 | 0.65% | −2,924−5.6% | 減碼 |
| Odey Asset Management Group Ltd | 49,400 | $452.9 萬 | 1.02% | −27,700−35.9% | 減碼 |
| FDx Advisors, Inc. | 49,541 | $454.2 萬 | 0.15% | −9,293−15.8% | 減碼 |
| Argus Investors' Counsel, Inc. | 49,700 | $455.7 萬 | 1.85% | −7,000−12.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 49,903 | $457.6 萬 | 0.80% | +850+1.7% | 加碼 |
| Washington Trust Bank | 50,062 | $459.0 萬 | 0.54% | −113−0.2% | 減碼 |
| Modera Wealth Management, LLC | 50,273 | $461.0 萬 | 0.25% | +185+0.4% | 加碼 |
| BOK Financial Private Wealth, Inc. | 50,790 | $465.7 萬 | 0.38% | +1,957+4.0% | 加碼 |
| Regent Investment Management LLC | 50,880 | $466.5 萬 | 1.09% | −2,665−5.0% | 減碼 |
| NWK Group, Inc. | 51,062 | $468.2 萬 | 1.87% | +108+0.2% | 加碼 |
| Consolidated Investment Group LLC | 51,600 | $473.1 萬 | 0.79% | +12,000+30.3% | 加碼 |
| Coldstream Capital Management Inc | 51,609 | $473.2 萬 | 0.19% | −192−0.4% | 減碼 |
| Baxter Bros Inc | 51,867 | $475.6 萬 | 0.75% | +1,907+3.8% | 加碼 |
| Mark Stevens | 52,395 | $480.4 萬 | 0.53% | −5,925−10.2% | 減碼 |
| Advisor Partners LLC | 53,609 | $491.4 萬 | 0.32% | −780−1.4% | 減碼 |
| Banque Cantonale Vaudoise | 53,951 | $494.6 萬 | 0.22% | +26,490+96.5% | 加碼 |
| HAP Trading, LLC | 53,990 | $495.0 萬 | 0.31% | +53,990 | 新進 |
| First Hawaiian Bank | 55,128 | $505.5 萬 | 0.21% | −7,871−12.5% | 減碼 |
| K.J. Harrison & Partners Inc | 55,350 | $508.0 萬 | 0.73% | +7,800+16.4% | 加碼 |
| Atria Investments LLC | 55,448 | $508.4 萬 | 0.10% | +9,715+21.2% | 加碼 |
| Northern Oak Wealth Management Inc | 55,637 | $510.1 萬 | 0.62% | +1,429+2.6% | 加碼 |
| Stephens Inc | 55,690 | $510.6 萬 | 0.08% | +4,891+9.6% | 加碼 |
| Spectrum Management Group, LLC | 56,269 | $515.9 萬 | 0.91% | +5,583+11.0% | 加碼 |
| Bluefin Capital Management, LLC | 56,296 | $516.2 萬 | 0.36% | +51,896+1,179.5% | 加碼 |
| Benson Investment Management Company, Inc. | 57,341 | $525.8 萬 | 2.68% | +685+1.2% | 加碼 |
| Alerus Financial NA | 57,500 | $527.2 萬 | 0.53% | +2,977+5.5% | 加碼 |
| Mirabella Financial Services LLP | 19,903 | $532.2 萬 | 1.02% | −17,684−47.0% | 減碼 |
| Wills Financial Group, Inc. | 58,245 | $534.0 萬 | 2.31% | +530+0.9% | 加碼 |
| Oak Harvest Investment Services | 58,954 | $540.5 萬 | 1.78% | −454−0.8% | 減碼 |
| Canandaigua National Corp | 59,794 | $548.3 萬 | 0.89% | +9,697+19.4% | 加碼 |
| Full18 Capital LLC | 60,103 | $551.1 萬 | 2.29% | −8,496−12.4% | 減碼 |
| Glenview Trust Co | 60,275 | $552.7 萬 | 0.21% | +275+0.5% | 加碼 |
| MainStreet Investment Advisors LLC | 60,839 | $557.8 萬 | 0.48% | −5,241−7.9% | 減碼 |
| Iowa State Bank | 61,757 | $566.2 萬 | 1.59% | −397−0.6% | 減碼 |
| Assetmark, Inc | 62,105 | $569.4 萬 | 0.03% | +1,614+2.7% | 加碼 |
| Meeder Asset Management Inc | 62,322 | $571.4 萬 | 0.27% | +173+0.3% | 加碼 |
| Alberta Investment Management Corp | 62,600 | $574.0 萬 | 0.05% | −132,800−68.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 62,865 | $576.3 萬 | 0.21% | −485−0.8% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 63,190 | $579.3 萬 | 0.29% | +63,190 | 新進 |
| Boston Private Wealth LLC | 63,384 | $581.1 萬 | 0.07% | +1,238+2.0% | 加碼 |
| Meyer Handelman Co | 63,542 | $582.6 萬 | 0.23% | 00.0% | 不變 |
| Principal Street Partners, LLC | 64,337 | $589.9 萬 | 1.56% | −123,084−65.7% | 減碼 |
| Cetera Investment Advisers | 64,568 | $592.0 萬 | 0.10% | −4,032−5.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 64,754 | $593.7 萬 | 0.34% | +14,402+28.6% | 加碼 |
| Integrated Advisors Network LLC | 65,683 | $602.2 萬 | 0.44% | +765+1.2% | 加碼 |
| Old Second National Bank of Aurora | 65,986 | $605.0 萬 | 1.66% | +15,124+29.7% | 加碼 |
| Engineers Gate Manager LP | 66,468 | $609.4 萬 | 0.39% | −96,115−59.1% | 減碼 |
| Appleton Partners Inc | 66,647 | $611.1 萬 | 0.52% | +15,916+31.4% | 加碼 |
| Oliver Luxxe Assets LLC | 67,548 | $619.4 萬 | 1.70% | −1,683−2.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 67,595 | $619.8 萬 | 0.11% | −435−0.6% | 減碼 |
| Oppenheimer & Co Inc | 67,648 | $620.2 萬 | 0.11% | −1,219−1.8% | 減碼 |