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 |
|---|---|---|---|---|---|
| Avitas Wealth Management LLC | 67,869 | $622.3 萬 | 1.11% | +1,651+2.5% | 加碼 |
| Prelude Capital Management, LLC | 68,389 | $627.1 萬 | 0.35% | −23,308−25.4% | 減碼 |
| Kings Point Capital Management | 68,931 | $632.0 萬 | 0.58% | +4,263+6.6% | 加碼 |
| German American Bancorp, Inc. | 69,080 | $633.4 萬 | 1.00% | −30,514−30.6% | 減碼 |
| Banque Pictet & Cie SA | 69,422 | $636.5 萬 | 0.07% | −84−0.1% | 減碼 |
| Baugh & Associates, LLC | 70,528 | $646.7 萬 | 4.01% | −675−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 72,305 | $663.0 萬 | 0.08% | +2,451+3.5% | 加碼 |
| Catalyst Capital Advisors LLC | 72,800 | $667.5 萬 | 0.33% | −2,200−2.9% | 減碼 |
| Chemung Canal Trust Co | 73,718 | $675.9 萬 | 1.29% | −7,170−8.9% | 減碼 |
| D.A. Davidson & Co. | 74,714 | $685.1 萬 | 0.08% | +748+1.0% | 加碼 |
| Crestline Management, LP | 75,000 | $687.7 萬 | 0.59% | +75,000 | 新進 |
| Lorne Steinberg Wealth Management Inc. | 75,152 | $689.1 萬 | 3.39% | −960−1.3% | 減碼 |
| Connors Investor Services Inc | 75,481 | $692.1 萬 | 0.72% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,913 | $696.1 萬 | 0.42% | +6,100+8.7% | 加碼 |
| Twinbeech Capital LP | 76,025 | $697.1 萬 | 0.85% | −18,118−19.2% | 減碼 |
| Cutler Group LP | 76,573 | $702.0 萬 | 0.52% | +74,766+4,137.6% | 加碼 |
| First National Bank of Omaha | 91,609 | $711.5 萬 | 0.37% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 78,461 | $719.4 萬 | 0.10% | +9,304+13.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 79,023 | $724.6 萬 | 3.28% | +776+1.0% | 加碼 |
| NorthCoast Asset Management LLC | 80,102 | $735.3 萬 | 0.26% | +4,797+6.4% | 加碼 |
| Capital Analysts, LLC | 80,364 | $736.9 萬 | 0.49% | +1,028+1.3% | 加碼 |
| Ossiam | 77,427 | $743.1 萬 | 0.20% | −218,253−73.8% | 減碼 |
| Ieq Capital, LLC | 81,143 | $744.0 萬 | 0.22% | +513+0.6% | 加碼 |
| First Citizens Bank & Trust Co | 81,182 | $744.3 萬 | 0.35% | −4,824−5.6% | 減碼 |
| Pinebridge Investments, L.P. | 81,534 | $747.6 萬 | 0.09% | −1,524−1.8% | 減碼 |
| D L Carlson Investment Group Inc | 81,706 | $749.2 萬 | 1.30% | +141+0.2% | 加碼 |
| Ninety One North America, Inc. | 82,062 | $752.4 萬 | 0.35% | −53,144−39.3% | 減碼 |
| Simplex Trading, LLC | 82,188 | $753.5 萬 | 0.27% | +82,188 | 新進 |
| Gibraltar Capital Management, Inc. | 86,521 | $758.3 萬 | 3.79% | +2,815+3.4% | 加碼 |
| Burns J W & Co Inc | 83,286 | $763.7 萬 | 1.20% | +270+0.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 83,631 | $766.8 萬 | 0.09% | −255,373−75.3% | 減碼 |
| Walleye Capital LLC | 84,330 | $773.2 萬 | 0.28% | +3,866+4.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 85,604 | $784.9 萬 | 0.05% | +3,609+4.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 85,800 | $786.7 萬 | 0.11% | +19,992+30.4% | 加碼 |
| Brown Advisory Inc | 85,929 | $787.9 萬 | 0.01% | +132+0.2% | 加碼 |
| YHB Investment Advisors, Inc. | 85,927 | $787.9 萬 | 0.67% | +9,832+12.9% | 加碼 |
| McGuire Investment Group, LLC | 86,009 | $788.6 萬 | 1.50% | −1,679−1.9% | 減碼 |
| Cito Capital Group, LLC | 86,028 | $788.8 萬 | 3.55% | 00.0% | 不變 |
| Kentucky Retirement Systems | 86,676 | $794.7 萬 | 0.38% | −5,669−6.1% | 減碼 |
| Ashfield Capital Partners, LLC | 86,758 | $795.5 萬 | 0.57% | +5,839+7.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 89,922 | $824.4 萬 | 0.20% | +2,185+2.5% | 加碼 |
| Nicholas Investment Partners, LP | 90,000 | $825.2 萬 | 0.52% | +65,000+260.0% | 加碼 |
| Telemus Capital, LLC | 91,337 | $837.5 萬 | 0.60% | −216−0.2% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $843.5 萬 | 1.10% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 92,023 | $843.8 萬 | 0.13% | +18,092+24.5% | 加碼 |
| Winslow Capital Management, LLC | 92,097 | $844.4 萬 | 0.03% | −802,024−89.7% | 減碼 |
| Louisiana State Employees Retirement System | 92,800 | $850.9 萬 | 0.21% | −200−0.2% | 減碼 |
| FineMark National Bank & Trust | 92,992 | $852.7 萬 | 0.35% | −32,629−26.0% | 減碼 |
| Twin Capital Management Inc | 93,808 | $860.1 萬 | 0.79% | +3,460+3.8% | 加碼 |
| Pacer Advisors, Inc. | 96,475 | $884.6 萬 | 0.13% | +1,534+1.6% | 加碼 |
| Banco Santander, S.A. | 96,607 | $885.8 萬 | 0.05% | −1,043−1.1% | 減碼 |
| Dowling & Yahnke LLC | 97,192 | $891.2 萬 | 0.51% | +1,398+1.5% | 加碼 |
| Cornerstone Advisors, LLC | 98,000 | $898.6 萬 | 0.53% | +60,000+157.9% | 加碼 |
| Prospera Financial Services Inc | 98,415 | $902.3 萬 | 0.45% | +88,842+928.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 98,825 | $906.1 萬 | 0.30% | −2,671−2.6% | 減碼 |
| Jupiter Wealth Management LLC | 91,339 | $910.9 萬 | 4.36% | −6,291−6.4% | 減碼 |
| New Mexico Educational Retirement Board | 100,010 | $917.0 萬 | 0.31% | +9,600+10.6% | 加碼 |
| Tdam USA Inc. | 96,167 | $923.0 萬 | 0.57% | −47,793−33.2% | 減碼 |
| People's United Financial, Inc. | 101,802 | $933.4 萬 | 0.21% | −1,158−1.1% | 減碼 |
| Flputnam Investment Management Co | 101,850 | $933.9 萬 | 0.32% | +11,216+12.4% | 加碼 |
| White Pine Investment CO | 102,218 | $937.2 萬 | 3.23% | −9,126−8.2% | 減碼 |
| Amica Mutual Insurance Co | 102,944 | $943.9 萬 | 1.00% | +45,298+78.6% | 加碼 |
| Montag A & Associates Inc | 103,117 | $945.5 萬 | 0.50% | −9,456−8.4% | 減碼 |
| Maryland State Retirement & Pension System | 105,220 | $949.2 萬 | 0.31% | −2,205−2.1% | 減碼 |
| Wealthfront Advisers LLC | 103,701 | $950.8 萬 | 0.05% | +6,899+7.1% | 加碼 |
| Creative Planning | 104,023 | $953.8 萬 | 0.02% | −14,900−12.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 105,345 | $965.8 萬 | 0.22% | +12,742+13.8% | 加碼 |
| Becker Capital Management Inc | 105,544 | $967.7 萬 | 0.41% | −3,049−2.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 106,588 | $977.4 萬 | 0.02% | +69,765+189.5% | 加碼 |
| BBVA USA | 108,188 | $991.9 萬 | 0.55% | +108,188 | 新進 |
| Wolverine Trading, LLC | 109,820 | $995.4 萬 | 0.27% | +54,690+99.2% | 加碼 |
| Myriad Asset Management Ltd. | 109,104 | $1,000 萬 | 0.76% | +109,104 | 新進 |
| St Germain D J Co Inc | 110,510 | $1,013 萬 | 0.64% | +67+0.1% | 加碼 |
| Core Alternative Capital | 110,621 | $1,014 萬 | 2.36% | −1,437−1.3% | 減碼 |
| Pendal Group Limited | 111,110 | $1,019 萬 | 0.09% | +111,110 | 新進 |
| Motco | 111,185 | $1,020 萬 | 0.67% | −3,422−3.0% | 減碼 |
| MML Investors Services, LLC | 112,386 | $1,031 萬 | 0.09% | +10,759+10.6% | 加碼 |
| Barometer Capital Management Inc. | 113,385 | $1,032 萬 | 1.97% | −14,055−11.0% | 減碼 |
| Howe & Rusling Inc | 113,412 | $1,040 萬 | 1.31% | −21,381−15.9% | 減碼 |
| Argent Trust Co | 113,855 | $1,044 萬 | 0.69% | +1,466+1.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 114,160 | $1,047 萬 | 0.05% | +4,537+4.1% | 加碼 |
| Gemsstock Limited | 114,600 | $1,051 萬 | 3.31% | −83,200−42.1% | 減碼 |
| Captrust Financial Advisors | 114,792 | $1,053 萬 | 0.10% | +4,869+4.4% | 加碼 |
| Marshall Wace North America L.P. | 116,093 | $1,065 萬 | 0.04% | +14,930+14.8% | 加碼 |
| Swarthmore Group Inc | 116,208 | $1,066 萬 | 2.75% | −27,717−19.3% | 減碼 |
| Grassi Investment Management | 118,950 | $1,091 萬 | 1.18% | 00.0% | 不變 |
| Scotia Capital Inc. | 120,047 | $1,101 萬 | 0.08% | +20,947+21.1% | 加碼 |
| Socorro Asset Management LP | 121,660 | $1,116 萬 | 3.64% | +49,715+69.1% | 加碼 |
| Brightworth | 122,427 | $1,123 萬 | 0.96% | +2,197+1.8% | 加碼 |
| Blair William & Co | 122,850 | $1,126 萬 | 0.04% | −8,323−6.3% | 減碼 |
| General Pension Society PZU Joint Stock Co | 124,369 | $1,140 萬 | 3.51% | 00.0% | 不變 |
| Shelton Capital Management | 124,795 | $1,144 萬 | 0.43% | −69,961−35.9% | 減碼 |
| Hudson Bay Capital Management LP | 125,001 | $1,146 萬 | 0.14% | −25,000−16.7% | 減碼 |
| Securian Asset Management, Inc | 125,532 | $1,151 萬 | 0.23% | −1,696−1.3% | 減碼 |
| Morgan Stanley | 126,869 | $1,163 萬 | 0.00% | +53,315+72.5% | 加碼 |
| Xponance, Inc. | 127,803 | $1,172 萬 | 0.22% | +460+0.4% | 加碼 |
| Telos Capital Management, Inc. | 127,954 | $1,173 萬 | 1.55% | +12,467+10.8% | 加碼 |
| Leuthold Group, LLC | 128,063 | $1,174 萬 | 1.44% | −2,469−1.9% | 減碼 |
| Greenwood Capital Associates LLC | 129,232 | $1,185 萬 | 1.79% | −2,491−1.9% | 減碼 |
| Mount Lucas Management LP | 131,713 | $1,208 萬 | 3.55% | +66,534+102.1% | 加碼 |