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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 11,154 | $102.3 萬 | 0.13% | +240+2.2% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 11,170 | $102.4 萬 | 0.03% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 11,195 | $102.6 萬 | 0.09% | +1,152+11.5% | 加碼 |
| NexWave Capital Partners LLC | 11,208 | $102.8 萬 | 1.97% | 00.0% | 不變 |
| Avestar Capital, LLC | 11,242 | $103.1 萬 | 0.20% | +4,066+56.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,259 | $103.2 萬 | 0.40% | 00.0% | 不變 |
| GFG Capital, LLC | 11,268 | $103.3 萬 | 0.31% | −57−0.5% | 減碼 |
| Intersect Capital LLC | 11,366 | $104.2 萬 | 0.18% | −755−6.2% | 減碼 |
| Ar Asset Management Inc | 11,400 | $104.5 萬 | 0.29% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 11,414 | $104.7 萬 | 0.57% | −55−0.5% | 減碼 |
| Resources Investment Advisors, LLC. | 11,597 | $106.3 萬 | 0.04% | +5,319+84.7% | 加碼 |
| Quadrant Capital Group LLC | 11,648 | $106.8 萬 | 0.15% | +315+2.8% | 加碼 |
| Altium Wealth Management LLC | 11,705 | $107.3 萬 | 0.08% | +905+8.4% | 加碼 |
| Parcion Private Wealth LLC | 11,785 | $108.1 萬 | 0.11% | 00.0% | 不變 |
| Ballentine Partners, LLC | 11,797 | $108.2 萬 | 0.04% | +1,263+12.0% | 加碼 |
| Trust Co of Toledo NA | 11,839 | $108.5 萬 | 0.18% | −10.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,055 | $110.5 萬 | 0.07% | −1,999−14.2% | 減碼 |
| Abbrea Capital, LLC | 12,050 | $110.5 萬 | 0.17% | +2,030+20.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 12,082 | $110.8 萬 | 0.01% | −607−4.8% | 減碼 |
| City Holding Co | 12,157 | $111.5 萬 | 0.20% | +5,751+89.8% | 加碼 |
| Pacific Global Investment Management CO | 12,170 | $111.6 萬 | 0.22% | −42−0.3% | 減碼 |
| Legacy Wealth Partners, Inc. | 12,178 | $111.7 萬 | 0.62% | +12,178 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,353 | $112.1 萬 | 0.00% | +2,470+25.0% | 加碼 |
| Hills Bank & Trust Co | 12,251 | $112.4 萬 | 0.17% | −210−1.7% | 減碼 |
| Windsor Group LTD | 12,269 | $112.5 萬 | 0.24% | +243+2.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 12,296 | $112.8 萬 | 0.11% | +9,718+377.0% | 加碼 |
| Integrated Wealth Concepts LLC | 12,406 | $113.7 萬 | 0.04% | +5,490+79.4% | 加碼 |
| Southport Management, L.L.C. | 12,500 | $114.6 萬 | 3.88% | 00.0% | 不變 |
| Bulltick Wealth Management, LLC | 12,522 | $114.8 萬 | 0.27% | +12,522 | 新進 |
| Delta Asset Management LLC | 12,564 | $115.2 萬 | 0.11% | −600−4.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 12,563 | $115.2 萬 | 0.11% | +173+1.4% | 加碼 |
| Norris Financial Group, LLC | 12,567 | $115.2 萬 | 0.78% | +101+0.8% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $115.5 萬 | 0.37% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 12,644 | $115.9 萬 | 0.08% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 12,640 | $115.9 萬 | 0.05% | +1,064+9.2% | 加碼 |
| Shay Capital LLC | 12,700 | $116.4 萬 | 0.28% | −37,300−74.6% | 減碼 |
| First National Trust Co | 12,885 | $118.2 萬 | 0.07% | −148−1.1% | 減碼 |
| Somerset Trust Co | 12,917 | $118.4 萬 | 0.48% | +71+0.6% | 加碼 |
| Freedman Financial Associates, Inc. | 12,970 | $118.9 萬 | 0.90% | +12,470+2,494.0% | 加碼 |
| Howland Capital Management LLC | 12,989 | $119.1 萬 | 0.06% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 13,040 | $119.6 萬 | 0.11% | +48+0.4% | 加碼 |
| Fulton Bank, N.A. | 13,070 | $119.8 萬 | 0.06% | −785−5.7% | 減碼 |
| AMG National Trust Bank | 13,091 | $120.1 萬 | 0.04% | −27−0.2% | 減碼 |
| Principle Wealth Partners LLC | 13,187 | $120.9 萬 | 0.14% | −576−4.2% | 減碼 |
| Inscription Capital, LLC | 13,187 | $120.9 萬 | 0.14% | +13,187 | 新進 |
| Trust Asset Management LLC | 13,255 | $121.5 萬 | 0.16% | +1,834+16.1% | 加碼 |
| 1st Source Bank | 13,307 | $122.0 萬 | 0.08% | −25−0.2% | 減碼 |
| Parsons Capital Management Inc | 13,322 | $122.1 萬 | 0.09% | +405+3.1% | 加碼 |
| Capital Investment Advisors, LLC | 13,328 | $122.2 萬 | 0.04% | +1,989+17.5% | 加碼 |
| Pallas Capital Advisors LLC | 12,759 | $122.9 萬 | 0.17% | +890+7.5% | 加碼 |
| Caldwell Trust Co | 13,411 | $123.0 萬 | 0.16% | −56−0.4% | 減碼 |
| Investors Research Corp | 13,416 | $123.0 萬 | 0.43% | 00.0% | 不變 |
| Dakota Wealth Management | 13,425 | $123.1 萬 | 0.15% | +2,400+21.8% | 加碼 |
| Centiva Capital, LP | 13,467 | $123.5 萬 | 0.10% | +5,741+74.3% | 加碼 |
| Systematic Financial Management LP | 13,500 | $123.8 萬 | 0.04% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 13,546 | $124.2 萬 | 0.55% | −360−2.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 13,542 | $124.2 萬 | 0.15% | +661+5.1% | 加碼 |
| Vanguard Capital Wealth Advisors | 13,553 | $124.2 萬 | 0.94% | +4,100+43.4% | 加碼 |
| Ashburton (Jersey) Ltd | 13,568 | $124.4 萬 | 0.52% | +13,568 | 新進 |
| Icon Advisers Inc | 13,600 | $124.7 萬 | 0.20% | −38,200−73.7% | 減碼 |
| Toroso Investments, LLC | 13,630 | $125.0 萬 | 0.05% | +5,791+73.9% | 加碼 |
| Triangle Securities Wealth Management | 13,675 | $125.4 萬 | 0.42% | −1,406−9.3% | 減碼 |
| Steel Peak Wealth Management LLC | 13,709 | $125.7 萬 | 0.09% | −6,369−31.7% | 減碼 |
| Excalibur Management Corp | 13,776 | $126.3 萬 | 0.57% | −108−0.8% | 減碼 |
| Sentry Investment Management LLC | 13,784 | $126.4 萬 | 0.32% | +1,330+10.7% | 加碼 |
| CAMG Solamere Management, LLC | 13,799 | $126.5 萬 | 1.09% | −132−0.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,846 | $127.0 萬 | 0.35% | +2,438+21.4% | 加碼 |
| Checchi Capital Advisers, LLC | 13,857 | $127.1 萬 | 0.16% | −371−2.6% | 減碼 |
| InterOcean Capital Group, LLC | 13,881 | $127.3 萬 | 0.07% | −2,608−15.8% | 減碼 |
| S&CO Inc | 13,915 | $127.5 萬 | 0.10% | −4,316−23.7% | 減碼 |
| Atlas Private Wealth Management | 13,967 | $128.1 萬 | 0.79% | +919+7.0% | 加碼 |
| Green Harvest Asset Management LLC | 14,174 | $130.0 萬 | 0.24% | +356+2.6% | 加碼 |
| Brasada Capital Management, LP | 14,202 | $130.2 萬 | 0.26% | +757+5.6% | 加碼 |
| Csenge Advisory Group | 14,383 | $132.4 萬 | 0.12% | −2,303−13.8% | 減碼 |
| Jackson Creek Investment Advisors LLC | 14,453 | $132.5 萬 | 0.49% | −20−0.1% | 減碼 |
| AdvisorNet Financial, Inc | 14,482 | $132.8 萬 | 0.09% | +9,897+215.9% | 加碼 |
| Aft, Forsyth & Sober, LLC | 14,500 | $133.0 萬 | 0.50% | 00.0% | 不變 |
| Lavaca Capital LLC | 14,532 | $133.2 萬 | 0.69% | +14,532 | 新進 |
| Am Investment Strategies LLC | 14,552 | $133.4 萬 | 0.34% | +51+0.4% | 加碼 |
| Tudor Investment Corp Et Al | 14,630 | $134.1 萬 | 0.03% | −60,223−80.5% | 減碼 |
| Kinneret Advisory, LLC | 14,679 | $134.6 萬 | 0.16% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 14,870 | $136.3 萬 | 0.05% | +11,101+294.5% | 加碼 |
| Calamos Wealth Management LLC | 14,962 | $137.2 萬 | 0.11% | +1,839+14.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 14,969 | $137.3 萬 | 0.04% | −7,372−33.0% | 減碼 |
| Coastline Trust Co | 14,980 | $137.3 萬 | 0.17% | +290+2.0% | 加碼 |
| Parkside Investments, LLC | 15,000 | $137.5 萬 | 0.26% | −3,000−16.7% | 減碼 |
| Capital Management Associates | 15,000 | $137.5 萬 | 1.32% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 15,061 | $138.1 萬 | 0.92% | +15,061 | 新進 |
| Meridian Wealth Management, LLC | 15,142 | $138.8 萬 | 0.18% | 00.0% | 不變 |
| Bank Hapoalim BM | 15,162 | $139.0 萬 | 0.16% | +1,210+8.7% | 加碼 |
| Gsa Capital Partners LLP | 15,200 | $139.4 萬 | 0.16% | −14,970−49.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 15,239 | $139.7 萬 | 0.01% | −2,600−14.6% | 減碼 |
| Diligent Investors, LLC | 15,267 | $140.0 萬 | 0.48% | −461−2.9% | 減碼 |
| Intrust Bank NA | 15,335 | $140.6 萬 | 0.19% | −504−3.2% | 減碼 |
| Signaturefd, LLC | 15,376 | $141.0 萬 | 0.06% | +1,598+11.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 15,406 | $141.3 萬 | 0.17% | +950+6.6% | 加碼 |
| Oak Asset Management, LLC | 15,438 | $141.6 萬 | 0.60% | −1,000−6.1% | 減碼 |
| Institute for Wealth Management, LLC. | 15,500 | $142.1 萬 | 0.25% | −196−1.2% | 減碼 |
| Xcel Wealth Management, LLC | 15,510 | $142.2 萬 | 0.43% | −50−0.3% | 減碼 |
| Delphi Management Inc | 15,561 | $142.7 萬 | 1.36% | −1,211−7.2% | 減碼 |