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 |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 709,000 | $6,501 萬 | 0.74% | −3,500−0.5% | 減碼 |
| Swedbank AB | 722,670 | $6,626 萬 | 0.12% | −2,446−0.3% | 減碼 |
| Asset Management One Co.,Ltd. | 740,134 | $6,786 萬 | 0.25% | −6,481−0.9% | 減碼 |
| Senator Investment Group LP | 750,000 | $6,877 萬 | 1.31% | +750,000 | 新進 |
| DnB Asset Management AS | 752,858 | $6,903 萬 | 0.46% | −97,438−11.5% | 減碼 |
| Capital Research Global Investors | 766,393 | $7,027 萬 | 0.02% | −3460.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 767,220 | $7,035 萬 | 4.79% | +14,737+2.0% | 加碼 |
| RNC Capital Management LLC | 777,488 | $7,129 萬 | 3.77% | +15,106+2.0% | 加碼 |
| Rafferty Asset Management, LLC | 790,153 | $7,245 萬 | 0.46% | +73,651+10.3% | 加碼 |
| Panagora Asset Management Inc | 801,491 | $7,349 萬 | 0.39% | −536,880−40.1% | 減碼 |
| RBF Capital, LLC | 813,432 | $7,458 萬 | 4.17% | 00.0% | 不變 |
| Aristotle Capital Management, LLC | 831,191 | $7,621 萬 | 0.15% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 838,090 | $7,684 萬 | 0.25% | +36,544+4.6% | 加碼 |
| Storebrand Asset Management AS | 848,210 | $7,777 萬 | 0.38% | +7,314+0.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 861,164 | $7,834 萬 | 0.17% | −126,186−12.8% | 減碼 |
| Bank of Nova Scotia | 865,768 | $7,937 萬 | 0.15% | −216,631−20.0% | 減碼 |
| Calamos Advisors LLC | 870,555 | $7,982 萬 | 0.40% | +83,278+10.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 953,809 | $8,746 萬 | 0.30% | −58,677−5.8% | 減碼 |
| Public Employees Retirement System of Ohio | 961,705 | $8,818 萬 | 0.31% | −43,563−4.3% | 減碼 |
| Victory Capital Management Inc | 979,840 | $8,984 萬 | 0.09% | −5,529−0.6% | 減碼 |
| Clark Capital Management Group, Inc. | 986,724 | $9,047 萬 | 1.27% | −171,671−14.8% | 減碼 |
| Public Sector Pension Investment Board | 993,830 | $9,112 萬 | 0.57% | +91,420+10.1% | 加碼 |
| Kiltearn Partners LLP | 994,366 | $9,117 萬 | 3.65% | −390,300−28.2% | 減碼 |
| Truist Financial Corp | 1,001,046 | $9,179 萬 | 0.15% | +16,074+1.6% | 加碼 |
| Pictet Asset Management Ltd | 1,005,122 | $9,216 萬 | 0.10% | +102,619+11.4% | 加碼 |
| Sadoff Investment Management LLC | 1,011,795 | $9,277 萬 | 6.19% | −12,379−1.2% | 減碼 |
| State of Michigan Retirement System | 1,033,522 | $9,476 萬 | 0.56% | +642,900+164.6% | 加碼 |
| Capitolis Advisors LLC | 1,035,868 | $9,498 萬 | 1.12% | +687,580+197.4% | 加碼 |
| Toronto Dominion Bank | 1,083,748 | $9,937 萬 | 0.15% | −198,834−15.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,096,075 | $1.00 億 | 0.19% | −79,271−6.7% | 減碼 |
| State of Tennessee, Treasury Department | 1,097,005 | $1.01 億 | 0.38% | −149,934−12.0% | 減碼 |
| Douglas Lane & Associates, LLC | 1,131,048 | $1.04 億 | 1.45% | −28,182−2.4% | 減碼 |
| Natixis | 1,134,324 | $1.04 億 | 0.45% | +641,068+130.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,170,142 | $1.07 億 | 1.13% | +66,736+6.0% | 加碼 |
| Retirement Systems of Alabama | 1,187,585 | $1.09 億 | 0.39% | −15,238−1.3% | 減碼 |
| Stifel Financial Corp | 1,240,410 | $1.14 億 | 0.17% | +32,900+2.7% | 加碼 |
| Sound Shore Management Inc | 1,240,906 | $1.14 億 | 3.16% | −60,511−4.6% | 減碼 |
| Korea Investment CORP | 1,265,939 | $1.16 億 | 0.33% | +5,105+0.4% | 加碼 |
| Factory Mutual Insurance Co | 1,266,998 | $1.16 億 | 1.42% | −51,053−3.9% | 減碼 |
| Evercore Wealth Management, LLC | 1,287,715 | $1.18 億 | 2.16% | −4,087−0.3% | 減碼 |
| Westfield Capital Management Co LP | 1,297,290 | $1.19 億 | 0.71% | −369,422−22.2% | 減碼 |
| Zurich Insurance Group Ltd | 1,310,026 | $1.20 億 | 1.50% | −84,039−6.0% | 減碼 |
| Junto Capital Management LP | 1,316,605 | $1.21 億 | 3.85% | +281,636+27.2% | 加碼 |
| Envestnet Asset Management Inc | 1,317,197 | $1.21 億 | 0.07% | −61,582−4.5% | 減碼 |
| Raymond James & Associates | 1,320,363 | $1.21 億 | 0.11% | +139,095+11.8% | 加碼 |
| Russell Investments Group, Ltd. | 1,325,333 | $1.21 億 | 0.20% | −339,432−20.4% | 減碼 |
| Natixis Advisors, L.P. | 1,342,465 | $1.23 億 | 0.58% | −189,349−12.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,353,535 | $1.24 億 | 0.28% | +52,845+4.1% | 加碼 |
| Fred Alger Management, LLC | 1,394,449 | $1.28 億 | 0.30% | −445,611−24.2% | 減碼 |
| First Republic Investment Management, Inc. | 1,405,497 | $1.29 億 | 0.33% | +229,423+19.5% | 加碼 |
| State of Wisconsin Investment Board | 1,419,529 | $1.30 億 | 0.27% | −168,739−10.6% | 減碼 |
| Mackenzie Financial Corp | 1,426,886 | $1.31 億 | 0.18% | −146,768−9.3% | 減碼 |
| Tesco Pension Investment Ltd | 1,429,111 | $1.31 億 | 2.32% | +1,429,111 | 新進 |
| Citadel Advisors LLC | 1,444,286 | $1.32 億 | 0.14% | −526,479−26.7% | 減碼 |
| Great West Life Assurance Co | 1,463,722 | $1.34 億 | 0.31% | −204,012−12.2% | 減碼 |
| Artisan Partners Limited Partnership | 1,492,814 | $1.37 億 | 0.16% | −159,774−9.7% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 1,494,901 | $1.37 億 | 3.17% | −9,668−0.6% | 減碼 |
| Railway Pension Investments Ltd | 1,515,022 | $1.39 億 | 1.16% | +84,400+5.9% | 加碼 |
| Thrivent Financial for Lutherans | 1,521,597 | $1.40 億 | 0.28% | +11,282+0.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,541,100 | $1.41 億 | 0.31% | +1,506,978+4,416.4% | 加碼 |
| Commerce Bank | 1,571,880 | $1.44 億 | 1.02% | +40,284+2.6% | 加碼 |
| American Century Companies Inc | 1,579,577 | $1.45 億 | 0.10% | +3,893+0.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,677,734 | $1.54 億 | 0.30% | +11,100+0.7% | 加碼 |
| Fifth Third Bancorp | 1,709,554 | $1.57 億 | 0.69% | +29,888+1.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,723,816 | $1.58 億 | 0.30% | −51,915−2.9% | 減碼 |
| Neuberger Berman Group LLC | 1,855,547 | $1.69 億 | 0.15% | +409,104+28.3% | 加碼 |
| New York State Teachers Retirement System | 1,840,239 | $1.69 億 | 0.35% | −85,675−4.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,886,704 | $1.71 億 | 0.50% | −203,118−9.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,863,205 | $1.75 億 | 4.35% | −309,853−14.3% | 減碼 |
| National Pension Service | 1,930,986 | $1.77 億 | 0.34% | +27,326+1.4% | 加碼 |
| Alphinity Investment Management Pty Ltd | 1,949,887 | $1.79 億 | 6.72% | −76,430−3.8% | 減碼 |
| Ninety One UK Ltd | 2,010,471 | $1.84 億 | 0.48% | −402,302−16.7% | 減碼 |
| Epoch Investment Partners, Inc. | 2,036,734 | $1.87 億 | 1.00% | −1,155,006−36.2% | 減碼 |
| Ensign Peak Advisors, Inc | 2,094,023 | $1.92 億 | 0.39% | −261,868−11.1% | 減碼 |
| First Trust Advisors LP | 2,105,518 | $1.93 億 | 0.21% | +325,647+18.3% | 加碼 |
| Susquehanna International Group, LLP | 2,136,159 | $1.96 億 | 0.21% | +690,321+47.7% | 加碼 |
| AMF Pensionsforsakring AB | 2,154,564 | $1.98 億 | 1.36% | +2,154,564 | 新進 |
| KBC Group NV | 2,160,441 | $1.98 億 | 0.71% | +247,172+12.9% | 加碼 |
| Focused Investors LLC | 2,250,000 | $2.06 億 | 6.57% | −57,100−2.5% | 減碼 |
| Marshall Wace Asia Ltd | 2,263,572 | $2.08 億 | 4.39% | −421,097−15.7% | 減碼 |
| HSBC Holdings PLC | 2,289,327 | $2.09 億 | 0.25% | +196,665+9.4% | 加碼 |
| Eminence Capital, LP | 2,350,670 | $2.16 億 | 2.67% | +117,566+5.3% | 加碼 |
| Pzena Investment Management LLC | 2,409,278 | $2.21 億 | 0.86% | −909,720−27.4% | 減碼 |
| Rhumbline Advisers | 2,447,086 | $2.24 億 | 0.29% | −125,017−4.9% | 減碼 |
| California State Teachers Retirement System | 2,525,249 | $2.32 億 | 0.29% | −105,695−4.0% | 減碼 |
| Nordea Investment Management AB | 2,757,265 | $2.53 億 | 0.34% | +59,397+2.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,784,125 | $2.55 億 | 0.23% | +48,152+1.8% | 加碼 |
| Eaton Vance Management | 2,917,264 | $2.67 億 | 0.36% | −462,779−13.7% | 減碼 |
| Cullen Capital Management LLC | 2,950,689 | $2.71 億 | 2.62% | −14,423−0.5% | 減碼 |
| Agf Investments Inc. | 2,989,228 | $2.74 億 | 2.05% | +235,224+8.5% | 加碼 |
| Millennium Management LLC | 3,026,109 | $2.77 億 | 0.36% | +952,073+45.9% | 加碼 |
| California Public Employees Retirement System | 3,135,631 | $2.88 億 | 0.22% | −227,087−6.8% | 減碼 |
| Citigroup Inc | 3,217,007 | $2.95 億 | 0.26% | −98,924−3.0% | 減碼 |
| Schroder Investment Management Group | 3,251,570 | $2.98 億 | 0.37% | +128,553+4.1% | 加碼 |
| Lord, Abbett & Co. LLC | 3,292,356 | $3.02 億 | 0.73% | +234,885+7.7% | 加碼 |
| Fayez Sarofim & Co | 3,408,429 | $3.13 億 | 1.05% | +5,804+0.2% | 加碼 |
| Prudential Financial Inc | 3,506,144 | $3.21 億 | 0.44% | +1,185,221+51.1% | 加碼 |
| Deutsche Bank AG | 3,667,549 | $3.36 億 | 0.16% | +822,119+28.9% | 加碼 |
| New York State Common Retirement Fund | 3,675,739 | $3.37 億 | 0.35% | +153,753+4.4% | 加碼 |
| Alliancebernstein L.P. | 3,696,887 | $3.39 億 | 0.14% | +196,570+5.6% | 加碼 |