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 |
|---|---|---|---|---|---|
| Hosking Partners LLP | 279,617 | $2,564 萬 | 0.57% | −3,911−1.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 280,145 | $2,569 萬 | 0.33% | +12,130+4.5% | 加碼 |
| Westpac Banking Corp | 280,714 | $2,574 萬 | 0.26% | −55,895−16.6% | 減碼 |
| Prudential PLC | 281,721 | $2,583 萬 | 0.24% | −713,954−71.7% | 減碼 |
| Tweedy, Browne Co LLC | 282,035 | $2,586 萬 | 0.73% | −121,585−30.1% | 減碼 |
| Artemis Investment Management LLP | 282,145 | $2,590 萬 | 0.22% | −569,038−66.9% | 減碼 |
| NFJ Investment Group, LLC | 283,442 | $2,599 萬 | 0.49% | +1,788+0.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 283,569 | $2,600 萬 | 0.33% | +44,807+18.8% | 加碼 |
| Pinnacle Associates Ltd | 285,292 | $2,616 萬 | 0.47% | +3,358+1.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 288,213 | $2,643 萬 | 0.53% | −411,716−58.8% | 減碼 |
| Guggenheim Capital LLC | 289,437 | $2,654 萬 | 0.16% | +32,825+12.8% | 加碼 |
| Picton Mahoney Asset Management | 289,552 | $2,655 萬 | 0.96% | −16,295−5.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 290,949 | $2,679 萬 | 0.48% | −149,016−33.9% | 減碼 |
| Acadian Asset Management LLC | 292,277 | $2,680 萬 | 0.10% | +174,011+147.1% | 加碼 |
| Chilton Capital Management LLC | 295,003 | $2,705 萬 | 1.57% | +15,362+5.5% | 加碼 |
| Mark Asset Management LP | 297,729 | $2,730 萬 | 4.07% | −31,619−9.6% | 減碼 |
| PFS Investments Inc. | 304,651 | $2,752 萬 | 0.63% | +55,464+22.3% | 加碼 |
| GWM Advisors LLC | 301,582 | $2,765 萬 | 0.74% | +19,293+6.8% | 加碼 |
| Moody Lynn & Lieberson, LLC | 302,742 | $2,776 萬 | 2.09% | +8,683+3.0% | 加碼 |
| Keybank National Association | 303,412 | $2,782 萬 | 0.12% | −11,756−3.7% | 減碼 |
| Janney Montgomery Scott LLC | 305,414 | $2,800 萬 | 0.12% | +20,334+7.1% | 加碼 |
| Forsta Ap-Fonden | 314,263 | $2,882 萬 | 0.34% | +31,900+11.3% | 加碼 |
| Braun Stacey Associates Inc | 318,836 | $2,923 萬 | 1.14% | −2,660−0.8% | 減碼 |
| Bessemer Group Inc | 319,623 | $2,931 萬 | 0.06% | −17,314−5.1% | 減碼 |
| Mariner, LLC | 320,018 | $2,934 萬 | 0.18% | +187,597+141.7% | 加碼 |
| Chartwell Investment Partners, LLC | 320,711 | $2,941 萬 | 0.86% | −22,993−6.7% | 減碼 |
| Handelsbanken Fonder AB | 328,246 | $3,010 萬 | 0.16% | −26,509−7.5% | 減碼 |
| Rathbone Brothers plc | 328,408 | $3,011 萬 | 0.33% | +267,310+437.5% | 加碼 |
| ProShare Advisors LLC | 330,175 | $3,027 萬 | 0.09% | +17,813+5.7% | 加碼 |
| Alyeska Investment Group, L.P. | 330,475 | $3,030 萬 | 0.35% | +217,120+191.5% | 加碼 |
| MetLife Investment Management | 345,095 | $3,164 萬 | 0.28% | −12,508−3.5% | 減碼 |
| Comerica Bank | 319,184 | $3,183 萬 | 0.19% | −25,883−7.5% | 減碼 |
| Federated Hermes, Inc. | 350,572 | $3,214 萬 | 0.06% | +255,292+267.9% | 加碼 |
| Badgley Phelps & Bell Inc | 360,834 | $3,309 萬 | 1.23% | +20,265+6.0% | 加碼 |
| NN Investment Partners Holdings N.V. | 361,279 | $3,313 萬 | 0.18% | −112,458−23.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 366,483 | $3,360 萬 | 0.28% | −16,221−4.2% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,386 萬 | 1.42% | 00.0% | 不變 |
| Fiduciary Trust Co | 369,507 | $3,388 萬 | 0.66% | +2,274+0.6% | 加碼 |
| CIBC World Markets Corp | 379,157 | $3,477 萬 | 0.24% | −376,425−49.8% | 減碼 |
| CIBC World Markets Inc. | 379,572 | $3,480 萬 | 0.10% | −28,496−7.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 394,602 | $3,618 萬 | 0.20% | +1,194+0.3% | 加碼 |
| Arizona State Retirement System | 395,483 | $3,626 萬 | 0.29% | −975−0.2% | 減碼 |
| Umb Bank N A | 399,622 | $3,664 萬 | 0.84% | +4,211+1.1% | 加碼 |
| LGT Capital Partners Ltd. | 409,780 | $3,757 萬 | 1.06% | −214,550−34.4% | 減碼 |
| Amalgamated Bank | 411,779 | $3,776 萬 | 0.30% | +334,380+432.0% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 413,800 | $3,794 萬 | 1.50% | 00.0% | 不變 |
| Boston Common Asset Management, LLC | 414,840 | $3,804 萬 | 1.64% | +50,967+14.0% | 加碼 |
| Tredje AP-fonden | 414,901 | $3,804 萬 | 0.80% | −250,000−37.6% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 420,376 | $3,854 萬 | 2.90% | −3,655−0.9% | 減碼 |
| Employees Retirement System of Texas | 423,000 | $3,879 萬 | 0.47% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 424,700 | $3,894 萬 | 0.23% | +13,761+3.3% | 加碼 |
| Dana Investment Advisors, Inc. | 430,546 | $3,948 萬 | 1.75% | −2,400−0.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 434,209 | $3,981 萬 | 0.36% | +600+0.1% | 加碼 |
| TCW Group Inc | 436,750 | $4,005 萬 | 0.35% | +78,626+22.0% | 加碼 |
| HighTower Advisors, LLC | 436,890 | $4,006 萬 | 0.12% | +423+0.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 442,404 | $4,056 萬 | 0.30% | −5,298−1.2% | 減碼 |
| M&G Investment Management Ltd | 441,052 | $4,058 萬 | 0.21% | +436,879+10,469.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 451,208 | $4,137 萬 | 0.46% | +110,654+32.5% | 加碼 |
| Crake Asset Management LLP | 455,535 | $4,177 萬 | 2.17% | −1,157,739−71.8% | 減碼 |
| Squarepoint Ops LLC | 461,445 | $4,231 萬 | 0.31% | −51,066−10.0% | 減碼 |
| Avalon Investment & Advisory | 465,061 | $4,264 萬 | 0.95% | −8,191−1.7% | 減碼 |
| ING Groep NV | 472,249 | $4,330 萬 | 0.69% | +372,891+375.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 475,642 | $4,361 萬 | 0.24% | +68,512+16.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 483,828 | $4,436 萬 | 1.39% | −25,199−5.0% | 減碼 |
| Loomis Sayles & Co L P | 496,160 | $4,549 萬 | 0.06% | −90,347−15.4% | 減碼 |
| Royal London Asset Management Ltd | 496,761 | $4,554 萬 | 0.19% | −2,116−0.4% | 減碼 |
| Employees Provident Fund Board | 500,000 | $4,585 萬 | 0.76% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 509,345 | $4,670 萬 | 0.29% | −93,795−15.6% | 減碼 |
| AMP Capital Investors Ltd | 514,251 | $4,708 萬 | 0.23% | −2,572−0.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 514,270 | $4,715 萬 | 1.54% | +454+0.1% | 加碼 |
| American International Group, Inc. | 515,294 | $4,725 萬 | 0.19% | −1,632−0.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 516,267 | $4,734 萬 | 0.67% | −73,440−12.5% | 減碼 |
| SEI Investments Co | 524,350 | $4,809 萬 | 0.11% | −10,010−1.9% | 減碼 |
| AQR Capital Management LLC | 535,930 | $4,849 萬 | 0.08% | +160,390+42.7% | 加碼 |
| Moore Capital Management, LP | 550,000 | $5,043 萬 | 0.93% | +417,941+316.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 554,774 | $5,087 萬 | 0.18% | −6,947−1.2% | 減碼 |
| Payden & Rygel | 557,100 | $5,108 萬 | 2.44% | −102,300−15.5% | 減碼 |
| Aviva PLC | 563,693 | $5,169 萬 | 0.23% | +19,195+3.5% | 加碼 |
| LPL Financial LLC | 571,665 | $5,242 萬 | 0.05% | +158,775+38.5% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 577,544 | $5,296 萬 | 4.09% | −6,748−1.2% | 減碼 |
| Bridger Management, LLC | 584,092 | $5,356 萬 | 5.00% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 584,652 | $5,361 萬 | 0.31% | −6,990−1.2% | 減碼 |
| Bridgewater Associates, LP | 593,359 | $5,441 萬 | 0.35% | +60,812+11.4% | 加碼 |
| Voya Investment Management LLC | 602,768 | $5,527 萬 | 0.11% | −45,586−7.0% | 減碼 |
| Todd Asset Management LLC | 608,175 | $5,576 萬 | 1.26% | −71,751−10.6% | 減碼 |
| Holocene Advisors, LP | 608,188 | $5,577 萬 | 0.34% | −377,591−38.3% | 減碼 |
| Clearbridge Investments, LLC | 614,472 | $5,634 萬 | 0.04% | +67,713+12.4% | 加碼 |
| M&T Bank Corp | 619,803 | $5,683 萬 | 0.25% | −71,734−10.4% | 減碼 |
| Gateway Investment Advisers LLC | 631,711 | $5,792 萬 | 0.59% | +29,855+5.0% | 加碼 |
| Teacher Retirement System of Texas | 633,850 | $5,812 萬 | 0.32% | −108,045−14.6% | 減碼 |
| Gabelli Funds LLC | 640,084 | $5,869 萬 | 0.37% | −55,500−8.0% | 減碼 |
| Putnam Investments LLC | 648,446 | $5,946 萬 | 0.09% | −273,918−29.7% | 減碼 |
| STRS Ohio | 651,689 | $5,975 萬 | 0.21% | −29,869−4.4% | 減碼 |
| Standard Life Aberdeen plc | 659,748 | $6,049 萬 | 0.13% | −22,856−3.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 666,288 | $6,109 萬 | 0.56% | −50,411−7.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 668,921 | $6,133 萬 | 0.14% | +409,513+157.9% | 加碼 |
| Lazard Freres Gestion S.A.S. | 797,722 | $6,168 萬 | 1.99% | −45,660−5.4% | 減碼 |
| Cookson Peirce & Co Inc | 689,183 | $6,319 萬 | 3.93% | +13,646+2.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 697,299 | $6,392 萬 | 0.39% | +55,056+8.6% | 加碼 |
| Select Equity Group, L.P. | 708,915 | $6,500 萬 | 0.22% | −1,719,334−70.8% | 減碼 |