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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 5,448 | $50.0 萬 | 0.05% | −4,241−43.8% | 減碼 |
| Maltin Wealth Management, Inc. | 5,478 | $50.2 萬 | 0.31% | −281−4.9% | 減碼 |
| Capital CS Group, LLC | 5,470 | $50.2 萬 | 0.41% | +5,470 | 新進 |
| Nicholas Hoffman & Company, LLC. | 5,485 | $50.3 萬 | 0.09% | 00.0% | 不變 |
| IFG Advisors, LLC | 5,483 | $50.3 萬 | 0.24% | +500+10.0% | 加碼 |
| Kingsview Wealth Management, LLC | 5,476 | $50.4 萬 | 0.02% | +552+11.2% | 加碼 |
| IFP Advisors, Inc | 5,461 | $50.4 萬 | 0.01% | +1,585+40.9% | 加碼 |
| Regal Investment Advisors LLC | 5,506 | $50.5 萬 | 0.05% | +5,506 | 新進 |
| Private Portfolio Partners LLC | 5,508 | $50.5 萬 | 0.15% | −90−1.6% | 減碼 |
| Peoples Bank | 5,545 | $50.8 萬 | 0.27% | −43−0.8% | 減碼 |
| LS Investment Advisors, LLC | 5,550 | $50.9 萬 | 0.06% | −35,675−86.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 5,580 | $51.2 萬 | 0.03% | −1,647−22.8% | 減碼 |
| Financial Advisors, LLC | 5,590 | $51.3 萬 | 0.18% | +550+10.9% | 加碼 |
| Buckley Wealth Management, LLC | 5,606 | $51.4 萬 | 0.18% | +1,131+25.3% | 加碼 |
| Bell Bank | 5,618 | $51.5 萬 | 0.07% | −44−0.8% | 減碼 |
| Curbstone Financial Management Corp | 5,612 | $51.5 萬 | 0.10% | 00.0% | 不變 |
| ACG Wealth | 5,624 | $51.6 萬 | 0.07% | +8+0.1% | 加碼 |
| Insight 2811, Inc. | 5,634 | $51.7 萬 | 0.29% | −307−5.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,648 | $51.8 萬 | 0.05% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 5,688 | $52.2 萬 | 0.23% | −3,045−34.9% | 減碼 |
| StoneX Group Inc. | 5,771 | $52.9 萬 | 0.08% | +1,392+31.8% | 加碼 |
| Warther Private Wealth, LLC | 5,778 | $53.2 萬 | 0.52% | +5,778 | 新進 |
| Thomas White International Ltd | 5,820 | $53.4 萬 | 0.07% | −3,400−36.9% | 減碼 |
| Western Wealth Management, LLC | 5,816 | $53.4 萬 | 0.05% | +819+16.4% | 加碼 |
| Ridgewood Investments LLC | 5,833 | $53.5 萬 | 0.34% | 00.0% | 不變 |
| Optimum Investment Advisors | 5,850 | $53.6 萬 | 0.17% | −950−14.0% | 減碼 |
| Voya Financial Advisors, Inc. | 5,924 | $53.7 萬 | 0.07% | −22,148−78.9% | 減碼 |
| Mastrapasqua Asset Management Inc | 5,900 | $54.1 萬 | 0.06% | −370−5.9% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,944 | $54.5 萬 | 0.05% | +4+0.1% | 加碼 |
| Davenport & Co LLC | 5,960 | $54.7 萬 | 0.00% | +162+2.8% | 加碼 |
| Eqis Capital Management, Inc. | 5,987 | $54.9 萬 | 0.04% | +815+15.8% | 加碼 |
| O'Neil Global Advisors, Inc. | 6,000 | $55.0 萬 | 0.17% | −1,600−21.1% | 減碼 |
| Platte River Wealth Advisors, LLC | 6,005 | $55.1 萬 | 0.21% | +2,180+57.0% | 加碼 |
| Highland Private Wealth Management | 6,024 | $55.2 萬 | 0.08% | −25−0.4% | 減碼 |
| Evermay Wealth Management LLC | 6,040 | $55.4 萬 | 0.10% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 6,045 | $55.4 萬 | 0.05% | +1,700+39.1% | 加碼 |
| Salem Investment Counselors Inc | 6,076 | $55.7 萬 | 0.03% | 00.0% | 不變 |
| Citizens Financial Group Inc | 6,154 | $56.4 萬 | 0.02% | +1,807+41.6% | 加碼 |
| Gryphon Financial Partners LLC | 10,223 | $56.6 萬 | 0.13% | +463+4.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,225 | $57.1 萬 | 0.04% | −964−13.4% | 減碼 |
| Chicago Wealth Management, Inc. | 6,243 | $57.2 萬 | 0.41% | 00.0% | 不變 |
| V Wealth Advisors LLC | 6,242 | $57.2 萬 | 0.09% | +1,387+28.6% | 加碼 |
| Personal Cfo Solutions, LLC | 6,309 | $57.8 萬 | 0.12% | −188−2.9% | 減碼 |
| Parkside Financial Bank & Trust | 6,324 | $58.0 萬 | 0.17% | −254−3.9% | 減碼 |
| Busey Wealth Management | 6,360 | $58.3 萬 | 0.03% | −1,198−15.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,353 | $58.3 萬 | 0.05% | −74−1.2% | 減碼 |
| Sippican Capital Advisors | 6,366 | $58.4 萬 | 0.51% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 6,385 | $58.5 萬 | 0.04% | −225−3.4% | 減碼 |
| Mutual Advisors, LLC | 6,379 | $58.5 萬 | 0.03% | +368+6.1% | 加碼 |
| Exane Derivatives | 6,280 | $58.5 萬 | 0.14% | +153+2.5% | 加碼 |
| EP Wealth Advisors, LLC | 6,387 | $58.6 萬 | 0.02% | −103−1.6% | 減碼 |
| Davidson Investment Advisors | 6,419 | $58.9 萬 | 0.05% | −565−8.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,425 | $58.9 萬 | 0.06% | 00.0% | 不變 |
| Asset Dedication, LLC | 6,426 | $58.9 萬 | 0.09% | +3,752+140.3% | 加碼 |
| Truadvice, LLC | 6,141 | $59.2 萬 | 0.13% | −146−2.3% | 減碼 |
| Kore Private Wealth LLC | 6,460 | $59.2 萬 | 0.07% | +900+16.2% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $59.4 萬 | 0.05% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 6,493 | $59.5 萬 | 0.01% | +20.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,507 | $59.7 萬 | 0.11% | −613−8.6% | 減碼 |
| Community Bank of Raymore | 6,540 | $60.0 萬 | 0.19% | 00.0% | 不變 |
| Skba Capital Management LLC | 6,550 | $60.1 萬 | 0.12% | −1,150−14.9% | 減碼 |
| Duncker Streett & Co Inc | 6,573 | $60.3 萬 | 0.11% | +20.0% | 加碼 |
| Harbor Advisors LLC | 6,608 | $60.6 萬 | 0.12% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 6,605 | $60.6 萬 | 0.13% | +6+0.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 6,621 | $60.7 萬 | 0.02% | +206+3.2% | 加碼 |
| Aspire Private Capital, LLC | 6,649 | $61.0 萬 | 0.20% | +1,784+36.7% | 加碼 |
| King Luther Capital Management Corp | 6,659 | $61.1 萬 | 0.00% | +6,659 | 新進 |
| Wealth Alliance | 6,686 | $61.3 萬 | 0.14% | −726−9.8% | 減碼 |
| Community Bank, N.A. | 6,697 | $61.4 萬 | 0.07% | +100+1.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 6,702 | $61.5 萬 | 0.01% | −100−1.5% | 減碼 |
| Rehmann Capital Advisory Group | 6,686 | $61.5 萬 | 0.06% | −145−2.1% | 減碼 |
| Bartlett & Co. LLC | 6,702 | $61.5 萬 | 0.01% | −100−1.5% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $61.7 萬 | 0.18% | 00.0% | 不變 |
| Quilter Plc | 6,748 | $61.8 萬 | 0.02% | +10+0.1% | 加碼 |
| Private Capital Group, LLC | 6,734 | $61.8 萬 | 0.14% | +507+8.1% | 加碼 |
| Visionary Wealth Advisors | 6,779 | $62.2 萬 | 0.06% | +241+3.7% | 加碼 |
| First National Bank of Hutchinson | 6,787 | $62.2 萬 | 0.32% | +270+4.1% | 加碼 |
| Worldquant Millennium Advisors LLC | 6,830 | $62.6 萬 | 0.01% | −21,120−75.6% | 減碼 |
| Interchange Capital Partners, LLC | 6,891 | $63.1 萬 | 0.98% | −6,931−50.1% | 減碼 |
| American Portfolios Advisors | 6,949 | $63.7 萬 | 0.02% | +2,050+41.8% | 加碼 |
| Wharton Business Group, LLC | 6,959 | $63.8 萬 | 0.05% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 6,983 | $64.0 萬 | 0.09% | +200+2.9% | 加碼 |
| Brown Capital Management LLC | 7,015 | $64.3 萬 | 0.00% | −173−2.4% | 減碼 |
| F&V Capital Management, LLC | 7,064 | $64.8 萬 | 0.24% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 7,089 | $65.0 萬 | 0.01% | +318+4.7% | 加碼 |
| Salzhauer Michael | 7,140 | $65.4 萬 | 0.32% | 00.0% | 不變 |
| Qtron Investments LLC | 7,156 | $65.6 萬 | 0.17% | −7,646−51.7% | 減碼 |
| Tuttle Tactical Management | 7,182 | $65.9 萬 | 0.29% | −1,415−16.5% | 減碼 |
| Bahl & Gaynor Inc | 7,182 | $65.9 萬 | 0.00% | +375+5.5% | 加碼 |
| Lokken Investment Group LLC | 7,234 | $66.3 萬 | 0.54% | +409+6.0% | 加碼 |
| Welch & Forbes LLC | 7,233 | $66.3 萬 | 0.01% | +1,177+19.4% | 加碼 |
| Wintrust Investments LLC | 7,293 | $66.9 萬 | 0.07% | +2,982+69.2% | 加碼 |
| Gofen & Glossberg LLC | 7,358 | $67.5 萬 | 0.02% | +530+7.8% | 加碼 |
| Good Life Advisors, LLC | 7,383 | $67.7 萬 | 0.13% | −346−4.5% | 減碼 |
| Magnus Financial Group LLC | 7,398 | $67.8 萬 | 0.15% | −313−4.1% | 減碼 |
| Asset Management Corp | 7,398 | $67.8 萬 | 0.44% | −294−3.8% | 減碼 |
| Tributary Capital Management, LLC | 7,400 | $67.9 萬 | 0.05% | −200−2.6% | 減碼 |
| TriaGen Wealth Management LLC | 7,193 | $69.0 萬 | 0.36% | −2,453−25.4% | 減碼 |
| Private Trust Co NA | 7,533 | $69.1 萬 | 0.10% | −5−0.1% | 減碼 |
| Childress Capital Advisors, LLC | 7,548 | $69.2 萬 | 0.31% | −2,051−21.4% | 減碼 |