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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 7,544 | $69.2 萬 | 0.01% | +586+8.4% | 加碼 |
| Somerville Kurt F | 7,647 | $70.1 萬 | 0.10% | −606−7.3% | 減碼 |
| Washburn Capital Management, Inc. | 7,720 | $70.8 萬 | 0.47% | +660+9.3% | 加碼 |
| West Oak Capital, LLC | 7,750 | $71.1 萬 | 0.28% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 7,757 | $71.1 萬 | 0.02% | +1,784+29.9% | 加碼 |
| DCM Advisors, LLC | 7,752 | $71.1 萬 | 0.40% | +7,752 | 新進 |
| Meridian Investment Counsel Inc. | 7,796 | $71.5 萬 | 0.25% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 7,809 | $71.6 萬 | 0.10% | +846+12.1% | 加碼 |
| Lido Advisors, LLC | 7,827 | $71.8 萬 | 0.02% | −1,401−15.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,832 | $71.8 萬 | 0.11% | −3,797−32.7% | 減碼 |
| Cim Investment Mangement Inc | 7,858 | $72.1 萬 | 0.22% | −42−0.5% | 減碼 |
| TRUE Private Wealth Advisors | 7,884 | $72.2 萬 | 0.11% | −559−6.6% | 減碼 |
| Brookstone Capital Management | 7,744 | $72.2 萬 | 0.01% | +7,744 | 新進 |
| Renaissance Investment Group LLC | 7,890 | $72.4 萬 | 0.19% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 7,892 | $72.4 萬 | 0.06% | +1,385+21.3% | 加碼 |
| Odey Holdings Ltd | 7,900 | $72.4 萬 | 6.17% | +7,900 | 新進 |
| Shufro Rose & Co LLC | 7,920 | $72.6 萬 | 0.05% | −300−3.6% | 減碼 |
| Keebeck Alpha, LP | 7,927 | $72.7 萬 | 0.25% | −1,685−17.5% | 減碼 |
| Fort Point Capital Partners LLC | 7,966 | $73.0 萬 | 0.14% | 00.0% | 不變 |
| Standard Family Office LLC | 8,009 | $73.4 萬 | 0.15% | 00.0% | 不變 |
| Rosenblum Silverman Sutton S F Inc | 8,060 | $73.9 萬 | 0.17% | −40−0.5% | 減碼 |
| Prio Wealth Limited Partnership | 8,147 | $74.7 萬 | 0.03% | −520−6.0% | 減碼 |
| Eudaimonia Partners, LLC | 8,175 | $75.0 萬 | 0.14% | +3,006+58.2% | 加碼 |
| Harbour Investments, Inc. | 8,195 | $75.1 萬 | 0.02% | +1,017+14.2% | 加碼 |
| Independent Investors Inc | 8,216 | $75.3 萬 | 0.19% | 00.0% | 不變 |
| E&G Advisors, LP | 0 | $77.0 萬 | 0.21% | −8,501−100.0% | 減碼 |
| Harbor Investment Advisory, LLC | 8,475 | $77.7 萬 | 0.11% | +2,193+34.9% | 加碼 |
| New Vernon Investment Management LLC | 8,550 | $78.4 萬 | 1.43% | 00.0% | 不變 |
| Orca Investment Management, LLC | 8,566 | $78.5 萬 | 0.71% | −1,747−16.9% | 減碼 |
| Legacy Bridge, LLC | 8,594 | $78.8 萬 | 0.45% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 8,616 | $79.0 萬 | 0.51% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 8,767 | $80.4 萬 | 0.01% | −269−3.0% | 減碼 |
| Emerald Advisors, LLC | 8,770 | $80.4 萬 | 0.25% | +2,073+31.0% | 加碼 |
| Trexquant Investment LP | 8,816 | $80.8 萬 | 0.07% | −69,235−88.7% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $80.9 萬 | 0.09% | −4,000−31.2% | 減碼 |
| J. W. Coons Advisors, LLC | 8,816 | $80.9 萬 | 0.29% | −55−0.6% | 減碼 |
| OPSEU Pension Plan Trust Fund | 8,935 | $81.8 萬 | 0.21% | −13,679−60.5% | 減碼 |
| Outlook Wealth Advisors, LLC | 8,933 | $81.9 萬 | 0.26% | +626+7.5% | 加碼 |
| Robotti Robert | 9,000 | $82.5 萬 | 0.21% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 9,003 | $82.5 萬 | 0.10% | +642+7.7% | 加碼 |
| CMT Capital Markets Trading GmbH | 9,008 | $82.6 萬 | 0.36% | −4,218−31.9% | 減碼 |
| Strategy Asset Managers LLC | 9,044 | $82.9 萬 | 0.18% | +327+3.8% | 加碼 |
| Johnson Financial Group, Inc. | 9,064 | $83.1 萬 | 0.05% | −160−1.7% | 減碼 |
| Strategic Blueprint, LLC | 9,125 | $83.7 萬 | 0.13% | +1,249+15.9% | 加碼 |
| Nachman Norwood & Parrott, Inc | 9,180 | $84.2 萬 | 0.09% | +39+0.4% | 加碼 |
| Henshaw Capital LLC | 9,224 | $84.6 萬 | 0.05% | +4,671+102.6% | 加碼 |
| Bull Street Advisors, LLC | 9,229 | $84.6 萬 | 0.45% | −150−1.6% | 減碼 |
| Lake Street Advisors Group, LLC | 8,083 | $84.6 萬 | 0.06% | +56+0.7% | 加碼 |
| First Horizon Advisors, Inc. | 9,270 | $84.8 萬 | 0.05% | −465−4.8% | 減碼 |
| Stonnington Group, LLC | 9,700 | $85.0 萬 | 0.19% | −300−3.0% | 減碼 |
| Community Trust & Investment Co | 9,272 | $85.0 萬 | 0.08% | +3,732+67.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 9,287 | $85.1 萬 | 0.23% | +901+10.7% | 加碼 |
| Corsair Capital Management, L.P. | 9,341 | $85.6 萬 | 0.15% | −87−0.9% | 減碼 |
| Laurion Capital Management LP | 9,390 | $86.1 萬 | 0.01% | −413,267−97.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 9,398 | $86.1 萬 | 0.01% | −725−7.2% | 減碼 |
| Baker Tilly Wealth Management, LLC | 9,416 | $86.3 萬 | 0.14% | +627+7.1% | 加碼 |
| Deseret Mutual Benefit Administrators | 9,418 | $86.4 萬 | 0.21% | +9,418 | 新進 |
| D. E. Shaw & Co., Inc. | 9,461 | $86.7 萬 | 0.00% | −123,719−92.9% | 減碼 |
| Bradley Foster & Sargent Inc | 9,459 | $86.7 萬 | 0.02% | +50+0.5% | 加碼 |
| Trust Co of Vermont | 9,470 | $86.8 萬 | 0.06% | −154−1.6% | 減碼 |
| IMA Wealth, Inc. | 9,567 | $87.7 萬 | 0.20% | +585+6.5% | 加碼 |
| Smithfield Trust Co | 9,590 | $87.9 萬 | 0.06% | −94−1.0% | 減碼 |
| Fulcrum Asset Management LLP | – | $87.9 萬 | 0.37% | – | – |
| Financial Counselors Inc | 9,607 | $88.1 萬 | 0.02% | −6−0.1% | 減碼 |
| Brighton Jones LLC | 9,616 | $88.2 萬 | 0.05% | +582+6.4% | 加碼 |
| Trilogy Capital Inc. | 9,539 | $88.5 萬 | 0.07% | +9,539 | 新進 |
| Verdence Capital Advisors LLC | 9,711 | $89.0 萬 | 0.12% | −5,075−34.3% | 減碼 |
| Hobart Private Capital, LLC | 9,712 | $89.0 萬 | 0.37% | −159−1.6% | 減碼 |
| Leavell Investment Management, Inc. | 11,496 | $89.3 萬 | 0.07% | 00.0% | 不變 |
| Cape Ann Savings Bank | 9,931 | $91.1 萬 | 0.57% | +9,931 | 新進 |
| Johnson Financial Group, LLC | 9,961 | $91.3 萬 | 0.18% | +2,191+28.2% | 加碼 |
| P.A.W. Capital Corp | 10,000 | $91.7 萬 | 0.78% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 10,036 | $92.0 萬 | 0.38% | 00.0% | 不變 |
| Barings LLC | 10,071 | $92.3 萬 | 0.02% | −21,009−67.6% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 10,121 | $92.8 萬 | 0.14% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 10,138 | $93.0 萬 | 0.05% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 10,143 | $93.0 萬 | 0.82% | +10,143 | 新進 |
| Quantitative Systematic Strategies LLC | 10,190 | $93.4 萬 | 0.33% | −4,502−30.6% | 減碼 |
| Bourgeon Capital Management LLC | 10,200 | $93.5 萬 | 0.20% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 10,335 | $94.8 萬 | 0.06% | +114+1.1% | 加碼 |
| Columbia Trust Co 01012016 | 10,341 | $94.9 萬 | 0.54% | +1,544+17.6% | 加碼 |
| MAI Capital Management | 10,360 | $95.0 萬 | 0.02% | +1,241+13.6% | 加碼 |
| Hilltop Holdings Inc. | 10,381 | $95.2 萬 | 0.11% | +2,813+37.2% | 加碼 |
| Capula Management Ltd | 10,549 | $96.0 萬 | 0.17% | +10,549 | 新進 |
| Brown Brothers Harriman & Co | 10,634 | $97.5 萬 | 0.01% | +166+1.6% | 加碼 |
| Cetera Advisors LLC | 10,719 | $98.0 萬 | 0.02% | −137−1.3% | 減碼 |
| Horizon Investments, LLC | 10,813 | $98.4 萬 | 0.03% | −35,059−76.4% | 減碼 |
| Blueshift Asset Management, LLC | 10,770 | $98.8 萬 | 0.05% | −65,078−85.8% | 減碼 |
| Hoey Investments, Inc | 10,787 | $98.9 萬 | 0.30% | −9,412−46.6% | 減碼 |
| Muhlenkamp & Co Inc | 10,805 | $99.1 萬 | 0.36% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 10,819 | $99.2 萬 | 0.01% | −1,932−15.2% | 減碼 |
| United Services Automobile Association | 10,835 | $99.3 萬 | 0.02% | −5,818−34.9% | 減碼 |
| Venturi Wealth Management, LLC | 10,834 | $99.3 萬 | 0.09% | −609−5.3% | 減碼 |
| Strategic Investment Advisors | 10,945 | $100.4 萬 | 0.23% | +4,308+64.9% | 加碼 |
| Claraphi Advisory Network, LLC | 10,996 | $100.8 萬 | 0.30% | +142+1.3% | 加碼 |
| Parsec Financial Management, Inc. | 10,991 | $100.8 萬 | 0.05% | +1,207+12.3% | 加碼 |
| Washington Trust Co | 11,038 | $101.2 萬 | 0.03% | +121+1.1% | 加碼 |
| ARGI Investment Services, LLC | 11,037 | $101.2 萬 | 0.03% | +762+7.4% | 加碼 |
| TLWM | 11,094 | $101.6 萬 | 0.36% | +172+1.6% | 加碼 |
| Whittier Trust Co | 11,083 | $101.6 萬 | 0.02% | +1,409+14.6% | 加碼 |