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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 131,797 | $1,208 萬 | 0.16% | +54,424+70.3% | 加碼 |
| Crestwood Advisors Group LLC | 134,863 | $1,237 萬 | 0.36% | +95,513+242.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 135,486 | $1,242 萬 | 1.12% | +2,385+1.8% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 135,623 | $1,244 萬 | 0.49% | +3,913+3.0% | 加碼 |
| BTC Capital Management, Inc. | 135,669 | $1,246 萬 | 1.42% | −13,853−9.3% | 減碼 |
| Credit Agricole S A | 136,478 | $1,251 萬 | 0.42% | −12,772−8.6% | 減碼 |
| Hourglass Capital, LLC | 140,489 | $1,288 萬 | 3.00% | +520.0% | 加碼 |
| Brookfield Asset Management Inc. | 142,729 | $1,309 萬 | 0.06% | +106,348+292.3% | 加碼 |
| Daiwa Securities Group Inc. | 142,006 | $1,327 萬 | 0.09% | −3,527−2.4% | 減碼 |
| Andra AP-fonden | 147,311 | $1,351 萬 | 0.28% | −47,500−24.4% | 減碼 |
| Nissay Asset Management Corp | 147,511 | $1,353 萬 | 0.12% | +11,143+8.2% | 加碼 |
| Burney Co | 148,037 | $1,357 萬 | 0.63% | +4,623+3.2% | 加碼 |
| Ci Investments Inc. | 149,641 | $1,372 萬 | 0.05% | +145,804+3,799.9% | 加碼 |
| Ziegler Capital Management, LLC | 149,956 | $1,375 萬 | 0.46% | −61,341−29.0% | 減碼 |
| Marvin & Palmer Associates Inc | 150,932 | $1,384 萬 | 5.66% | −1,609−1.1% | 減碼 |
| Wade G W & Inc | 154,401 | $1,416 萬 | 0.68% | +93,601+153.9% | 加碼 |
| Bank of the West | 154,971 | $1,421 萬 | 1.45% | −13,243−7.9% | 減碼 |
| Matrix Asset Advisors Inc | 157,791 | $1,447 萬 | 2.08% | −2,976−1.9% | 減碼 |
| Peapack Gladstone Financial Corp | 158,089 | $1,450 萬 | 0.35% | +738+0.5% | 加碼 |
| Gratus Capital LLC | 158,646 | $1,455 萬 | 1.61% | +14,777+10.3% | 加碼 |
| Regentatlantic Capital LLC | 159,516 | $1,463 萬 | 0.45% | −19,688−11.0% | 減碼 |
| Pacific Heights Asset Management LLC | 160,000 | $1,467 萬 | 1.34% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 160,274 | $1,470 萬 | 0.76% | +30,751+23.7% | 加碼 |
| Pittenger & Anderson Inc | 161,374 | $1,480 萬 | 0.76% | +1,075+0.7% | 加碼 |
| Edge Capital Group, LLC | 161,698 | $1,483 萬 | 1.19% | −3,993−2.4% | 減碼 |
| Maltese Capital Management LLC | 162,515 | $1,490 萬 | 2.37% | −22,500−12.2% | 減碼 |
| Hartford Investment Management Co | 164,347 | $1,507 萬 | 0.37% | −5,023−3.0% | 減碼 |
| Granite Investment Advisors, LLC | 164,625 | $1,509 萬 | 2.36% | +504+0.3% | 加碼 |
| Achmea Investment Management B.V. | 164,628 | $1,510 萬 | 0.51% | −92,241−35.9% | 減碼 |
| Erste Asset Management GmbH | 167,610 | $1,519 萬 | 0.30% | +35,632+27.0% | 加碼 |
| Edgar Lomax Co | 170,875 | $1,567 萬 | 0.97% | −6,600−3.7% | 減碼 |
| Bailard, Inc. | 171,321 | $1,571 萬 | 0.54% | +4,337+2.6% | 加碼 |
| Sit Investment Associates Inc | 172,535 | $1,582 萬 | 0.39% | +8,715+5.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 176,269 | $1,616 萬 | 0.05% | −4,312−2.4% | 減碼 |
| Kames Capital plc | 176,470 | $1,618 萬 | 0.23% | +176,470 | 新進 |
| Carlson Capital L P | 177,257 | $1,625 萬 | 0.78% | +125,757+244.2% | 加碼 |
| Nicola Wealth Management Ltd. | 178,000 | $1,632 萬 | 1.67% | −3,000−1.7% | 減碼 |
| BP PLC | 178,545 | $1,637 萬 | 0.70% | −63,900−26.4% | 減碼 |
| Metropolitan Life Insurance Co | 178,969 | $1,641 萬 | 0.23% | −4,339−2.4% | 減碼 |
| CIBC Asset Management Inc | 180,113 | $1,652 萬 | 0.07% | +4,347+2.5% | 加碼 |
| American National Insurance Co | 180,470 | $1,655 萬 | 0.62% | −270−0.1% | 減碼 |
| Gillson Capital LP | 181,970 | $1,669 萬 | 1.56% | −9,776−5.1% | 減碼 |
| Hexavest Inc. | 182,073 | $1,669 萬 | 0.82% | −29,782−14.1% | 減碼 |
| Marshall Wace, LLP | 182,412 | $1,673 萬 | 0.09% | +182,412 | 新進 |
| TPI Fund Managers Ltd | 183,559 | $1,683 萬 | 2.32% | +183,559 | 新進 |
| Moody National Bank Trust Division | 184,134 | $1,688 萬 | 0.35% | −1,020−0.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 186,489 | $1,710 萬 | 0.19% | −1,193−0.6% | 減碼 |
| Bridgecreek Investment Management, LLC | 188,560 | $1,729 萬 | 2.51% | −16,400−8.0% | 減碼 |
| LVM Capital Management Ltd | 189,085 | $1,734 萬 | 2.65% | +1,485+0.8% | 加碼 |
| Mercer Global Advisors Inc | 189,743 | $1,740 萬 | 0.13% | +17,488+10.2% | 加碼 |
| IFM Investors Pty Ltd | 190,613 | $1,748 萬 | 0.36% | +37,220+24.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 192,857 | $1,768 萬 | 0.72% | +21,261+12.4% | 加碼 |
| DSC Advisors, L.P. | 193,520 | $1,774 萬 | 17.14% | −420.0% | 減碼 |
| HRT Financial LP | 194,382 | $1,782 萬 | 0.16% | +144,651+290.9% | 加碼 |
| Grand Jean Capital Management Inc | 195,298 | $1,791 萬 | 4.44% | +350.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 199,416 | $1,829 萬 | 0.04% | +29,937+17.7% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $1,880 萬 | 0.20% | +205,000 | 新進 |
| Abner Herrman & Brock LLC | 205,609 | $1,885 萬 | 2.63% | −285−0.1% | 減碼 |
| Maple Capital Management, Inc. | 185,817 | $1,931 萬 | 2.33% | +18,244+10.9% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 211,185 | $1,936 萬 | 4.12% | −310.0% | 減碼 |
| Vontobel Holding Ltd. | 216,410 | $1,962 萬 | 0.17% | −29,753−12.1% | 減碼 |
| APG Asset Management N.V. | 254,276 | $1,966 萬 | 0.03% | −52,000−17.0% | 減碼 |
| Tiaa, FSB | 218,908 | $2,007 萬 | 0.07% | −8,366−3.7% | 減碼 |
| Earnest Partners LLC | 220,665 | $2,023 萬 | 0.12% | −39,780−15.3% | 減碼 |
| DuPont Capital Management Corp | 221,134 | $2,028 萬 | 0.48% | +8,188+3.8% | 加碼 |
| Jane Street Group, LLC | 221,783 | $2,034 萬 | 0.05% | +81,316+57.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 222,371 | $2,039 萬 | 0.48% | +20,423+10.1% | 加碼 |
| Twin Tree Management, LP | 223,072 | $2,045 萬 | 0.61% | +146,679+192.0% | 加碼 |
| Mutual of America Capital Management LLC | 226,747 | $2,079 萬 | 0.21% | −160−0.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 227,587 | $2,087 萬 | 0.80% | −22,429−9.0% | 減碼 |
| Easterly Investment Partners LLC | 229,399 | $2,103 萬 | 2.47% | −83,999−26.8% | 減碼 |
| US Bancorp | 230,238 | $2,111 萬 | 0.04% | −3,497−1.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 222,431 | $2,112 萬 | 0.14% | −222,749−50.0% | 減碼 |
| Point72 Asset Management, L.P. | 232,700 | $2,134 萬 | 0.11% | −200,700−46.3% | 減碼 |
| Mackay Shields LLC | 233,428 | $2,140 萬 | 0.20% | −22,007−8.6% | 減碼 |
| Advisor Group Holdings, Inc. | 235,725 | $2,162 萬 | 0.05% | −17,810−7.0% | 減碼 |
| Blue Chip Partners, Inc. | 238,277 | $2,185 萬 | 3.12% | +1,517+0.6% | 加碼 |
| Swiss Life Asset Management Ltd | 249,710 | $2,221 萬 | 0.29% | −5,790−2.3% | 減碼 |
| RMB Capital Management, LLC | 242,298 | $2,222 萬 | 0.74% | −69,145−22.2% | 減碼 |
| Man Group plc | 243,573 | $2,233 萬 | 0.08% | −17,179−6.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 243,591 | $2,234 萬 | 0.10% | −10,059−4.0% | 減碼 |
| State of Alaska, Department of Revenue | 244,402 | $2,241 萬 | 0.23% | −17,957−6.8% | 減碼 |
| Wesbanco Bank Inc | 244,990 | $2,246 萬 | 0.84% | −5,439−2.2% | 減碼 |
| Texas Permanent School Fund | 247,285 | $2,267 萬 | 0.26% | −3,302−1.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 249,601 | $2,289 萬 | 0.12% | +126,508+102.8% | 加碼 |
| ExodusPoint Capital Management, LP | 250,486 | $2,297 萬 | 0.36% | +94,417+60.5% | 加碼 |
| Hallmark Capital Management Inc | 252,561 | $2,316 萬 | 1.96% | −15,912−5.9% | 減碼 |
| Heritage Investors Management Corp | 254,245 | $2,331 萬 | 0.98% | −5,660−2.2% | 減碼 |
| Balyasny Asset Management LLC | 255,688 | $2,344 萬 | 0.13% | −1,763,982−87.3% | 減碼 |
| Bollard Group LLC | 257,120 | $2,358 萬 | 0.75% | +8,904+3.6% | 加碼 |
| British Columbia Investment Management Corp | 261,304 | $2,396 萬 | 0.15% | +30,432+13.2% | 加碼 |
| Commonwealth Equity Services, LLC | 262,334 | $2,405 萬 | 0.06% | +13,111+5.3% | 加碼 |
| Jupiter Asset Management Ltd | 262,538 | $2,406 萬 | 0.25% | −661,379−71.6% | 減碼 |
| Utah Retirement Systems | 264,668 | $2,427 萬 | 0.31% | −3,801−1.4% | 減碼 |
| Bridgeway Capital Management, LLC | 267,735 | $2,455 萬 | 0.44% | −69,500−20.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 271,643 | $2,491 萬 | 0.28% | −165,634−37.9% | 減碼 |
| Virginia Retirement Systems Et Al | 273,600 | $2,509 萬 | 0.25% | −16,000−5.5% | 減碼 |
| Argent Capital Management LLC | 275,368 | $2,525 萬 | 0.79% | −948−0.3% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 276,290 | $2,533 萬 | 0.74% | −5,417,974−95.1% | 減碼 |
| AXA S.A. | 278,793 | $2,556 萬 | 0.07% | −49,805−15.2% | 減碼 |