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 |
|---|---|---|---|---|---|
| Destination Wealth Management | 4,029 | $36.9 萬 | 0.01% | −200−4.7% | 減碼 |
| Westshore Wealth, LLC | 4,028 | $36.9 萬 | 0.19% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 4,022 | $36.9 萬 | 0.32% | +4,022 | 新進 |
| Adirondack Trust Co | 4,038 | $37.0 萬 | 0.19% | +500+14.1% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,046 | $37.1 萬 | 0.09% | +515+14.6% | 加碼 |
| Carlson Capital Management | 4,056 | $37.2 萬 | 0.05% | 00.0% | 不變 |
| Invst, LLC | 4,079 | $37.2 萬 | 0.06% | +949+30.3% | 加碼 |
| Sage Mountain Advisors LLC | 4,054 | $37.2 萬 | 0.06% | +4,054 | 新進 |
| Hoylecohen, LLC | 4,066 | $37.3 萬 | 0.04% | +20.0% | 加碼 |
| Psagot Investment House Ltd. | 4,094 | $37.5 萬 | 0.01% | −450−9.9% | 減碼 |
| ProVise Management Group, LLC | 4,089 | $37.5 萬 | 0.04% | −82−2.0% | 減碼 |
| Perpetual Investment Management Ltd | 4,100 | $37.6 萬 | 0.05% | −1,400−25.5% | 減碼 |
| Curi Capital | 4,109 | $37.6 萬 | 0.19% | +3+0.1% | 加碼 |
| First Financial Bank - Trust Division | 4,126 | $37.8 萬 | 0.04% | −1,341−24.5% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 4,122 | $37.8 萬 | 0.07% | +21+0.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,132 | $37.9 萬 | 0.09% | −10.0% | 減碼 |
| Main Street Financial Solutions, LLC | 4,152 | $38.1 萬 | 0.06% | −99−2.3% | 減碼 |
| Fortem Financial Group, LLC | 4,157 | $38.1 萬 | 0.19% | +1,540+58.8% | 加碼 |
| Independent Solutions Wealth Management, LLC | 4,169 | $38.2 萬 | 0.09% | +1,005+31.8% | 加碼 |
| Reliant Investment Management, LLC | 4,195 | $38.5 萬 | 0.18% | +1,080+34.7% | 加碼 |
| Independent Financial Group, LLC | 4,217 | $38.7 萬 | 0.04% | +1,460+53.0% | 加碼 |
| Allred Capital Management, LLC | 4,240 | $38.8 萬 | 0.19% | −37−0.9% | 減碼 |
| Icon Wealth Partners, LLC | 4,257 | $39.0 萬 | 0.04% | −701−14.1% | 減碼 |
| Meristem Family Wealth, LLC | 4,278 | $39.2 萬 | 0.06% | +735+20.7% | 加碼 |
| Weld Capital Management LLC | 4,281 | $39.3 萬 | 0.40% | −9,604−69.2% | 減碼 |
| HBK Sorce Advisory LLC | 4,290 | $39.3 萬 | 0.02% | +1,085+33.9% | 加碼 |
| Precision Wealth Strategies, LLC | 4,287 | $39.3 萬 | 0.34% | +4,287 | 新進 |
| Sunflower Bank, N.A. | 4,294 | $39.4 萬 | 0.06% | +102+2.4% | 加碼 |
| State of Wyoming | 4,291 | $39.4 萬 | 0.25% | +433+11.2% | 加碼 |
| Wealthsource Partners, LLC | 4,312 | $39.5 萬 | 0.04% | −389−8.3% | 減碼 |
| CX Institutional | 4,311 | $39.5 萬 | 0.03% | +336+8.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,335 | $39.7 萬 | 0.36% | 00.0% | 不變 |
| Michael B. Yongue | 4,343 | $39.8 萬 | 0.29% | 00.0% | 不變 |
| Tower Bridge Advisors | 4,342 | $39.8 萬 | 0.03% | +40+0.9% | 加碼 |
| Eads & Heald Wealth Management | 4,366 | $40.0 萬 | 0.20% | −10−0.2% | 減碼 |
| Aj Wealth Strategies, LLC | 4,400 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 4,416 | $40.5 萬 | 0.10% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 4,414 | $40.5 萬 | 0.02% | +1,132+34.5% | 加碼 |
| AlphaCentric Advisors LLC | 4,413 | $40.5 萬 | 0.11% | +2,203+99.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,432 | $40.6 萬 | 0.10% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,474 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| WESPAC Advisors, LLC | 4,499 | $41.3 萬 | 0.79% | −3,760−45.5% | 減碼 |
| Pinnacle Financial Partners Inc | 4,537 | $41.6 萬 | 0.02% | +168+3.8% | 加碼 |
| Pinnacle Wealth Advisors | 4,537 | $41.6 萬 | 0.02% | +4,537 | 新進 |
| Mount Yale Investment Advisors, LLC | 4,564 | $41.8 萬 | 0.05% | −2,141−31.9% | 減碼 |
| First Citizens Financial Corp | 4,577 | $42.0 萬 | 0.32% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 4,578 | $42.0 萬 | 0.01% | +338+8.0% | 加碼 |
| Park National Corp | 4,601 | $42.2 萬 | 0.02% | −412−8.2% | 減碼 |
| Marcum Wealth, LLC | 4,605 | $42.2 萬 | 0.07% | −133−2.8% | 減碼 |
| Pacitti Group Inc. | 4,612 | $42.2 萬 | 0.25% | +289+6.7% | 加碼 |
| Executive Wealth Group LLC | 4,613 | $42.3 萬 | 0.25% | +19+0.4% | 加碼 |
| BLB&B Advisors, LLC | 4,623 | $42.4 萬 | 0.03% | −35−0.8% | 減碼 |
| Miracle Mile Advisors, LLC | 4,644 | $42.6 萬 | 0.02% | −6−0.1% | 減碼 |
| West Family Investments, Inc. | 4,736 | $43.4 萬 | 0.12% | +4,736 | 新進 |
| Mather Group, LLC. | 4,744 | $43.5 萬 | 0.01% | +259+5.8% | 加碼 |
| Engine No. 1 LLC | 4,747 | $43.5 萬 | 0.12% | +4,747 | 新進 |
| Chelsea Counsel Co | 4,776 | $43.8 萬 | 0.20% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 4,778 | $43.8 萬 | 0.10% | +644+15.6% | 加碼 |
| Rothschild Investment Corp | 4,802 | $44.0 萬 | 0.04% | +393+8.9% | 加碼 |
| Perritt Capital Management Inc | 4,835 | $44.3 萬 | 0.23% | −440−8.3% | 減碼 |
| X-Square Capital, LLC | 4,845 | $44.4 萬 | 0.21% | +4,845 | 新進 |
| North Star Investment Management Corp. | 4,865 | $44.6 萬 | 0.04% | +235+5.1% | 加碼 |
| Ellevest, Inc. | 4,867 | $44.6 萬 | 0.04% | +871+21.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,881 | $44.8 萬 | 0.07% | −223−4.4% | 減碼 |
| Seeyond | 4,892 | $44.8 萬 | 0.04% | +21+0.4% | 加碼 |
| HM Payson & Co | 4,894 | $44.9 萬 | 0.01% | −51−1.0% | 減碼 |
| Geller Advisors LLC | 4,903 | $45.0 萬 | 0.10% | −14−0.3% | 減碼 |
| NEXT Financial Group, Inc | 4,912 | $45.0 萬 | 0.04% | +538+12.3% | 加碼 |
| Concord Wealth Partners | 4,931 | $45.2 萬 | 0.13% | +923+23.0% | 加碼 |
| 180 Wealth Advisors, LLC | 4,445 | $45.4 萬 | 0.10% | −457−9.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,956 | $45.4 萬 | 0.06% | +241+5.1% | 加碼 |
| Trustmark National Bank Trust Department | 4,951 | $45.4 萬 | 0.04% | +1,161+30.6% | 加碼 |
| Great Lakes Advisors, LLC | 4,960 | $45.5 萬 | 0.01% | −646−11.5% | 減碼 |
| Alpha Cubed Investments, LLC | 5,000 | $45.8 萬 | 0.03% | +115+2.4% | 加碼 |
| Personal Capital Advisors Corp | 5,010 | $45.9 萬 | 0.00% | +254+5.3% | 加碼 |
| Vivaldi Capital Management, LLC | 4,425 | $46.0 萬 | 0.09% | −301−6.4% | 減碼 |
| Camden Capital, LLC | 5,021 | $46.0 萬 | 0.11% | +1,512+43.1% | 加碼 |
| Ledyard National Bank | 5,029 | $46.1 萬 | 0.05% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 5,058 | $46.4 萬 | 0.02% | +150+3.1% | 加碼 |
| Belpointe Asset Management LLC | 5,056 | $46.5 萬 | 0.03% | −167−3.2% | 減碼 |
| Strategic Financial Services, Inc, | 5,082 | $46.6 萬 | 0.04% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,110 | $46.9 萬 | 0.02% | −4,970−49.3% | 減碼 |
| Sawtooth Solutions, LLC | 5,116 | $46.9 萬 | 0.09% | +1,205+30.8% | 加碼 |
| Jackson Square Capital, LLC | 5,151 | $47.2 萬 | 0.15% | +412+8.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,158 | $47.3 萬 | 0.03% | +1,166+29.2% | 加碼 |
| Wolverine Asset Management LLC | 5,177 | $47.4 萬 | 0.00% | −1,423−21.6% | 減碼 |
| Foundations Investment Advisors, LLC | 5,250 | $47.4 萬 | 0.02% | +2,040+63.6% | 加碼 |
| Cambridge Trust Co | 5,187 | $47.6 萬 | 0.02% | −14−0.3% | 減碼 |
| Donald L. Hagan, LLC | 5,211 | $47.8 萬 | 0.28% | −3,335−39.0% | 減碼 |
| Frisch Financial Group, Inc. | 5,222 | $47.9 萬 | 0.15% | −355−6.4% | 減碼 |
| Little House Capital LLC | 5,227 | $47.9 萬 | 0.26% | +5,227 | 新進 |
| Stock Yards Bank & Trust Co | 5,296 | $48.5 萬 | 0.03% | 00.0% | 不變 |
| Rossmore Private Capital | 5,315 | $48.7 萬 | 0.08% | +500+10.4% | 加碼 |
| LVZ Advisors, Inc. | 5,321 | $48.8 萬 | 0.07% | +5,321 | 新進 |
| Colony Group LLC | 5,335 | $48.9 萬 | 0.01% | −63−1.2% | 減碼 |
| Crawford Investment Counsel Inc | 5,339 | $49.0 萬 | 0.01% | +500+10.3% | 加碼 |
| Waldron Private Wealth LLC | 5,357 | $49.1 萬 | 0.03% | −36−0.7% | 減碼 |
| Eastern Bank | 5,351 | $49.2 萬 | 0.02% | −231−4.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 5,407 | $49.6 萬 | 0.38% | −414−7.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,874 | $49.9 萬 | 0.04% | +344+6.2% | 加碼 |