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 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Hall Capital Management Co Inc | 2,939 | $26.9 萬 | 0.17% | +2,939 | 新進 |
| Norway Savings Bank | 2,957 | $27.1 萬 | 0.13% | −75−2.5% | 減碼 |
| Valmark Advisers, Inc. | 2,957 | $27.1 萬 | 0.00% | +2,957 | 新進 |
| Enterprise Financial Services Corp | 2,961 | $27.2 萬 | 0.04% | −156−5.0% | 減碼 |
| Ssi Investment Management LLC | 2,966 | $27.3 萬 | 0.02% | +5+0.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,977 | $27.3 萬 | 0.12% | +2,680+902.4% | 加碼 |
| DT Investment Partners, LLC | 2,996 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,000 | $27.5 萬 | 0.23% | 00.0% | 不變 |
| Spirit of America Management Corp | 3,000 | $27.5 萬 | 0.06% | +3,000 | 新進 |
| Paloma Partners Management Co | 3,023 | $27.7 萬 | 0.01% | −226,753−98.7% | 減碼 |
| Janney Capital Management LLC | 3,023 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Rock Creek Group, LP | 3,022 | $27.7 萬 | 0.04% | +686+29.4% | 加碼 |
| Mizuho Markets Cayman LP | 3,037 | $27.8 萬 | 0.05% | +126+4.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,043 | $27.9 萬 | 0.01% | +262+9.4% | 加碼 |
| Anchor Investment Management, LLC | 3,043 | $27.9 萬 | 0.04% | +500+19.7% | 加碼 |
| Berkeley Capital Partners, LLC | 3,056 | $28.0 萬 | 0.12% | −67−2.1% | 減碼 |
| Private Asset Management Inc | 3,082 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| Round Table Services, LLC | 3,100 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 3,100 | $28.4 萬 | 0.16% | +3,100 | 新進 |
| Wellington Shields Capital Management, LLC | 3,107 | $28.5 萬 | 0.03% | +200+6.9% | 加碼 |
| Red Door Wealth Management, LLC | 3,119 | $28.5 萬 | 0.11% | +3,119 | 新進 |
| Golden Green, Inc. | 3,118 | $28.6 萬 | 0.22% | −197−5.9% | 減碼 |
| Chicago Trust Co NA | 3,135 | $28.7 萬 | 0.07% | −451−12.6% | 減碼 |
| Johnson Investment Counsel Inc | 3,135 | $28.7 萬 | 0.00% | −32−1.0% | 減碼 |
| Hudock, Inc. | 3,130 | $28.7 萬 | 0.09% | +274+9.6% | 加碼 |
| Hamilton Capital, LLC | 3,144 | $28.8 萬 | 0.03% | +15+0.5% | 加碼 |
| JGP Wealth Management, LLC | 3,157 | $28.9 萬 | 0.06% | −38,806−92.5% | 減碼 |
| Integrated Investment Consultants, LLC | 3,163 | $29.0 萬 | 0.08% | +103+3.4% | 加碼 |
| JT Stratford LLC | 3,182 | $29.2 萬 | 0.09% | −66−2.0% | 減碼 |
| Curated Wealth Partners LLC | 3,198 | $29.3 萬 | 0.16% | −497−13.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,186 | $29.3 萬 | 0.03% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 3,198 | $29.3 萬 | 0.00% | +1,486+86.8% | 加碼 |
| Associated Banc-Corp | 3,201 | $29.3 萬 | 0.01% | +3,201 | 新進 |
| Financial Engines Advisors L.L.C. | 3,203 | $29.4 萬 | 0.00% | −345−9.7% | 減碼 |
| NBT Bank N A | 3,203 | $29.4 萬 | 0.04% | +12+0.4% | 加碼 |
| Sunbelt Securities, Inc. | 3,255 | $29.7 萬 | 0.05% | +501+18.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 3,254 | $29.8 萬 | 0.12% | +60+1.9% | 加碼 |
| Emfo, LLC | 3,250 | $29.8 萬 | 0.26% | +3,250 | 新進 |
| Halbert Hargrove Global Advisors, LLC | 3,277 | $30.0 萬 | 0.02% | −18−0.5% | 減碼 |
| Wilkinson Global Asset Management LLC | 3,270 | $30.0 萬 | 0.02% | +3,270 | 新進 |
| Boenning & Scattergood, Inc. | 3,282 | $30.1 萬 | 0.05% | +201+6.5% | 加碼 |
| Mid Atlantic Financial Management Inc | 3,304 | $30.3 萬 | 0.02% | −431−11.5% | 減碼 |
| Twin Focus Capital Partners, LLC | 3,302 | $30.3 萬 | 0.07% | +10.0% | 加碼 |
| Bragg Financial Advisors, Inc | 3,329 | $30.5 萬 | 0.02% | +544+19.5% | 加碼 |
| Choate Investment Advisors | 3,335 | $30.6 萬 | 0.02% | +464+16.2% | 加碼 |
| Sterling Manor Financial, LLC | 3,351 | $30.7 萬 | 0.25% | +3,351 | 新進 |
| Cedar Brook Financial Partners, LLC | 3,379 | $31.0 萬 | 0.09% | +410+13.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,400 | $31.2 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,412 | $31.3 萬 | 0.02% | −863−20.2% | 減碼 |
| Wealthspire Advisors, LLC | 3,434 | $31.5 萬 | 0.01% | −30,418−89.9% | 減碼 |
| Heritage Wealth Advisors | 3,500 | $32.1 萬 | 0.02% | −497−12.4% | 減碼 |
| Red Cedar Capital, LLC | 3,500 | $32.1 萬 | 0.20% | 00.0% | 不變 |
| Jump Financial, LLC | 3,521 | $32.2 萬 | 0.03% | −4,824−57.8% | 減碼 |
| SOL Capital Management CO | 3,520 | $32.3 萬 | 0.06% | −136−3.7% | 減碼 |
| Pflug Koory, LLC | 3,560 | $32.6 萬 | 0.17% | 00.0% | 不變 |
| Graypoint LLC | 3,560 | $32.6 萬 | 0.04% | +236+7.1% | 加碼 |
| MCF Advisors LLC | 3,563 | $32.7 萬 | 0.03% | +182+5.4% | 加碼 |
| Berger Financial Group, Inc | 3,592 | $32.8 萬 | 0.06% | +189+5.6% | 加碼 |
| Marathon Capital Management | 3,594 | $32.9 萬 | 0.08% | −84−2.3% | 減碼 |
| Meitav Dash Investments Ltd | 3,620 | $32.9 萬 | 0.01% | +270+8.1% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 3,600 | $33.1 萬 | 0.18% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 3,621 | $33.2 萬 | 0.17% | 00.0% | 不變 |
| Pineno Levin & Ford Asset Management, Inc. | 3,630 | $33.3 萬 | 0.11% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 3,671 | $33.6 萬 | 0.01% | −3,042−45.3% | 減碼 |
| Pinnacle Family Advisors, LLC | 3,661 | $33.6 萬 | 0.15% | +286+8.5% | 加碼 |
| Stelac Advisory Services LLC | 3,670 | $33.7 萬 | 0.08% | +3,670 | 新進 |
| HYA Advisors, Inc | 3,699 | $33.9 萬 | 0.14% | +8+0.2% | 加碼 |
| NewEdge Wealth, LLC | 3,697 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Jarislowsky, Fraser Ltd | 3,700 | $33.9 萬 | 0.00% | +3,700 | 新進 |
| Berkshire Bank | 3,715 | $34.0 萬 | 0.08% | +40+1.1% | 加碼 |
| Buffington Mohr McNeal | 3,750 | $34.4 萬 | 0.07% | −400−9.6% | 減碼 |
| Cohen & Steers, Inc. | 3,767 | $34.5 萬 | 0.00% | −861−18.6% | 減碼 |
| Overbrook Management Corp | 3,764 | $34.5 萬 | 0.07% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 3,793 | $34.7 萬 | 0.19% | −162−4.1% | 減碼 |
| First Midwest Bank Trust Division | 3,801 | $34.8 萬 | 0.05% | −330−8.0% | 減碼 |
| Cozad Asset Management Inc | 3,800 | $34.8 萬 | 0.05% | +527+16.1% | 加碼 |
| Laurel Wealth Advisors, Inc. | 3,805 | $34.8 萬 | 0.05% | +619+19.4% | 加碼 |
| Essex Financial Services, Inc. | 4,498 | $34.9 萬 | 0.05% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 3,805 | $34.9 萬 | 0.09% | +103+2.8% | 加碼 |
| Grandfield & Dodd, LLC | 3,784 | $35.0 萬 | 0.02% | −100−2.6% | 減碼 |
| NorthRock Partners, LLC | 3,814 | $35.0 萬 | 0.03% | +912+31.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 3,823 | $35.1 萬 | 0.08% | +85+2.3% | 加碼 |
| Waterfront Wealth Inc. | 3,843 | $35.2 萬 | 0.17% | +39+1.0% | 加碼 |
| CPWM, LLC | 3,853 | $35.3 萬 | 0.03% | +415+12.1% | 加碼 |
| Game Creek Capital, LP | 3,875 | $35.5 萬 | 0.19% | −2,745−41.5% | 減碼 |
| Kovack Advisors, Inc. | 3,867 | $35.5 萬 | 0.04% | −844−17.9% | 減碼 |
| CNB Bank | 3,876 | $35.5 萬 | 0.22% | +76+2.0% | 加碼 |
| Centric Wealth Management | 3,876 | $35.5 萬 | 0.12% | +1,011+35.3% | 加碼 |
| Altus Wealth Group LLC | 3,900 | $35.7 萬 | 0.35% | −28−0.7% | 減碼 |
| Evergreen Capital Management LLC | 3,930 | $36.0 萬 | 0.02% | +627+19.0% | 加碼 |
| Calton & Associates, Inc. | 3,934 | $36.1 萬 | 0.07% | −102−2.5% | 減碼 |
| Davis R M Inc | 3,971 | $36.4 萬 | 0.01% | −28−0.7% | 減碼 |
| DRW Securities, LLC | 3,967 | $36.4 萬 | 0.05% | +3,967 | 新進 |
| Advisor Resource Council | 3,976 | $36.4 萬 | 0.04% | +3,976 | 新進 |
| Strategic Wealth Management Group, LLC | 3,985 | $36.5 萬 | 0.13% | −696−14.9% | 減碼 |
| Apollon Wealth Management, LLC | 3,992 | $36.6 萬 | 0.07% | −443−10.0% | 減碼 |
| GHP Investment Advisors, Inc. | 4,006 | $36.7 萬 | 0.03% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 4,000 | $36.7 萬 | 0.12% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 4,000 | $36.7 萬 | 0.04% | +4,000 | 新進 |
| Canvas Wealth Advisors, LLC | 4,018 | $36.8 萬 | 0.17% | +663+19.8% | 加碼 |