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 |
|---|---|---|---|---|---|
| Amundi | 3,701,677 | $3.39 億 | 0.24% | +3,701,677 | 新進 |
| Principal Financial Group Inc | 3,735,301 | $3.42 億 | 0.22% | −254,708−6.4% | 減碼 |
| Diamond Hill Capital Management Inc | 3,784,051 | $3.47 億 | 1.32% | −795,403−17.4% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,935,969 | $3.61 億 | 4.53% | −287,017−6.8% | 減碼 |
| Macquarie Group Ltd | 3,959,834 | $3.63 億 | 0.30% | +3,745,744+1,749.6% | 加碼 |
| Barclays PLC | 4,298,952 | $3.94 億 | 0.32% | −354,802−7.6% | 減碼 |
| Allianz Asset Management GmbH | 4,336,777 | $3.98 億 | 0.36% | +414,828+10.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,453,269 | $4.08 億 | 0.24% | −271,788−5.8% | 減碼 |
| Credit Suisse AG | 4,510,769 | $4.09 億 | 0.32% | +1,978,413+78.1% | 加碼 |
| Capital World Investors | 4,915,747 | $4.51 億 | 0.08% | −994,128−16.8% | 減碼 |
| Royal Bank of Canada | 5,087,810 | $4.67 億 | 0.13% | −2,948,843−36.7% | 減碼 |
| LSV Asset Management | 5,160,200 | $4.73 億 | 0.80% | −271,530−5.0% | 減碼 |
| Parametric Portfolio Associates LLC | 5,171,475 | $4.74 億 | 0.27% | −80,308−1.5% | 減碼 |
| TD Asset Management Inc | 5,025,486 | $4.82 億 | 0.49% | −280,470−5.3% | 減碼 |
| Wells Fargo & Company | 5,514,629 | $5.06 億 | 0.11% | −359,369−6.1% | 減碼 |
| UBS Group AG | 5,566,807 | $5.10 億 | 0.21% | +581,582+11.7% | 加碼 |
| UBS Asset Management Americas Inc | 5,642,670 | $5.17 億 | 0.22% | −1,034,853−15.5% | 減碼 |
| Canada Pension Plan Investment Board | 5,802,536 | $5.32 億 | 0.64% | +1,813,517+45.5% | 加碼 |
| Charles Schwab Investment Management Inc | 7,161,130 | $6.57 億 | 0.22% | +56,142+0.8% | 加碼 |
| GQG Partners LLC | 7,230,753 | $6.63 億 | 1.95% | +739,529+11.4% | 加碼 |
| FIL Ltd | 7,391,094 | $6.78 億 | 0.73% | −402,576−5.2% | 減碼 |
| Goldman Sachs Group Inc | 7,508,566 | $6.88 億 | 0.19% | −187,857−2.4% | 減碼 |
| Franklin Resources Inc | 7,650,501 | $7.01 億 | 0.27% | +1,845,940+31.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,330,477 | $8.56 億 | 0.69% | +351,816+3.9% | 加碼 |
| Legal & General Group Plc | 9,438,462 | $8.65 億 | 0.29% | +190,657+2.1% | 加碼 |
| Fisher Asset Management, LLC | 9,742,297 | $8.93 億 | 0.56% | +235,518+2.5% | 加碼 |
| Primecap Management Co | 10,043,973 | $9.21 億 | 0.62% | −1,591,655−13.7% | 減碼 |
| Bank of Montreal | 10,864,798 | $9.85 億 | 0.51% | +2,023,854+22.9% | 加碼 |
| Invesco Ltd. | 11,357,500 | $10.4 億 | 0.26% | −922,007−7.5% | 減碼 |
| Dimensional Fund Advisors LP | 11,598,643 | $10.6 億 | 0.34% | −833,788−6.7% | 減碼 |
| Bank of New York Mellon Corp | 12,904,005 | $11.8 億 | 0.23% | −723,682−5.3% | 減碼 |
| Janus Henderson Group PLC | 13,976,450 | $12.8 億 | 0.55% | −30,088−0.2% | 減碼 |
| Eagle Capital Management LLC | 15,489,899 | $14.2 億 | 4.05% | +3,586,062+30.1% | 加碼 |
| Northern Trust Corp | 16,786,726 | $15.4 億 | 0.27% | −484,644−2.8% | 減碼 |
| Ameriprise Financial Inc | 17,466,789 | $16.0 億 | 0.50% | −330,782−1.9% | 減碼 |
| Nuveen Asset Management, LLC | 17,688,645 | $16.2 億 | 0.48% | +774,900+4.6% | 加碼 |
| Massachusetts Financial Services Co | 18,320,677 | $16.8 億 | 0.49% | +4,979,125+37.3% | 加碼 |
| Norges Bank | 18,567,236 | $17.0 億 | 0.37% | −9,783−0.1% | 減碼 |
| Bank of America Corp | 21,975,137 | $20.1 億 | 0.23% | +45,119+0.2% | 加碼 |
| Geode Capital Management, LLC | 24,120,241 | $22.1 億 | 0.30% | +830,122+3.6% | 加碼 |
| Wellington Management Group LLP | 38,217,536 | $35.0 億 | 0.58% | +4,377,498+12.9% | 加碼 |
| FMR LLC | 44,588,710 | $40.9 億 | 0.32% | −150,481−0.3% | 減碼 |
| JPMorgan Chase & Co | 52,827,699 | $48.4 億 | 0.62% | −2,164,159−3.9% | 減碼 |
| Price T Rowe Associates Inc | 58,330,109 | $53.5 億 | 0.50% | −10,608,054−15.4% | 減碼 |
| BlackRock Inc. | 120,525,147 | $110.5 億 | 0.31% | +1,162,612+1.0% | 加碼 |
| Vanguard Group Inc | 120,629,590 | $110.6 億 | 0.28% | −392,396−0.3% | 減碼 |
| State Street Corp | 129,694,032 | $118.9 億 | 0.63% | −2,644,070−2.0% | 減碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $345.7 億 | 100.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 53 | – | – | −4−7.0% | 減碼 |
| Westside Investment Management, Inc. | 500 | – | – | −400−44.4% | 減碼 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,242,094−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −577,622−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −468,111−100.0% | 清倉 |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −422,905−100.0% | 清倉 |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −359,659−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −236,551−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −219,055−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −196,852−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −152,963−100.0% | 清倉 |
| Capital Growth Management LP | 0 | $0 | 0.00% | −145,000−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −131,877−100.0% | 清倉 |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −104,465−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −98,714−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −79,139−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −73,037−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −71,203−100.0% | 清倉 |
| EJF Capital LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −63,001−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −62,707−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −59,495−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −60,555−100.0% | 清倉 |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | 清倉 |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −52,312−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −46,454−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −43,045−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −36,867−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −36,325−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −29,126−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −27,052−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,663−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −21,300−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,900−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,842−100.0% | 清倉 |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −18,288−100.0% | 清倉 |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −14,742−100.0% | 清倉 |
| NatWest Group plc | 0 | $0 | 0.00% | −11,950−100.0% | 清倉 |
| Kirkoswald Asset Management LLC | 0 | $0 | 0.00% | −11,842−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −11,533−100.0% | 清倉 |
| Columbia Asset Management | 0 | $0 | 0.00% | −11,534−100.0% | 清倉 |
| A.R.T. Advisors, LLC | 0 | $0 | 0.00% | −10,288−100.0% | 清倉 |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −10,273−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,088−100.0% | 清倉 |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −9,106−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −8,920−100.0% | 清倉 |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −8,725−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −8,800−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,737−100.0% | 清倉 |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −8,535−100.0% | 清倉 |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −8,397−100.0% | 清倉 |