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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 15,608 | $143.1 萬 | 0.04% | +632+4.2% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 15,657 | $143.6 萬 | 0.07% | +6,617+73.2% | 加碼 |
| L2 Asset Management, LLC | 15,723 | $144.2 萬 | 1.35% | −9,696−38.1% | 減碼 |
| Centaurus Financial, Inc. | 15,869 | $145.5 萬 | 0.12% | −4,121−20.6% | 減碼 |
| McDonald Partners LLC | 15,896 | $145.8 萬 | 0.34% | −244−1.5% | 減碼 |
| Duff & Phelps Investment Management Co | 15,925 | $146.0 萬 | 0.02% | −1,370−7.9% | 減碼 |
| Wedbush Securities Inc | 15,958 | $146.3 萬 | 0.07% | −1,719−9.7% | 減碼 |
| Moors & Cabot, Inc. | 20,513 | $147.5 萬 | 0.10% | +478+2.4% | 加碼 |
| Cornercap Investment Counsel Inc | 16,098 | $147.6 萬 | 0.16% | −560−3.4% | 減碼 |
| IHT Wealth Management, LLC | 16,178 | $148.3 萬 | 0.09% | +12,105+297.2% | 加碼 |
| Pearl River Capital, LLC | 16,185 | $148.4 萬 | 0.41% | −33,947−67.7% | 減碼 |
| Snowden Capital Advisors LLC | 16,223 | $148.7 萬 | 0.07% | +5,533+51.8% | 加碼 |
| Diversified Trust Co | 16,234 | $148.8 萬 | 0.05% | +2,058+14.5% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 16,239 | $148.9 萬 | 0.42% | +240+1.5% | 加碼 |
| Koshinski Asset Management, Inc. | 16,279 | $149.3 萬 | 0.19% | −11,150−40.7% | 減碼 |
| KMG Fiduciary Partners, LLC | 16,302 | $149.5 萬 | 0.26% | +801+5.2% | 加碼 |
| SevenBridge Financial Group, LLC | 16,311 | $149.6 萬 | 0.49% | −95−0.6% | 減碼 |
| Claybrook Capital, LLC | 16,311 | $149.6 萬 | 0.49% | +16,311 | 新進 |
| 44 Wealth Management LLC | 16,385 | $150.2 萬 | 0.58% | −45−0.3% | 減碼 |
| Kesler, Norman & Wride, LLC | 15,672 | $150.4 萬 | 0.35% | −24,308−60.8% | 減碼 |
| Acropolis Investment Management, LLC | 16,406 | $150.4 萬 | 0.15% | −288−1.7% | 減碼 |
| Optimal Asset Management, Inc. | 16,640 | $152.6 萬 | 0.18% | 00.0% | 不變 |
| FourThought Financial, LLC | 16,700 | $153.1 萬 | 0.20% | −7,859−32.0% | 減碼 |
| Intact Investment Management Inc. | 16,700 | $153.1 萬 | 0.04% | +3,500+26.5% | 加碼 |
| Trust Co of Oklahoma | 16,726 | $153.4 萬 | 0.52% | +16,726 | 新進 |
| Asio Capital, LLC | 16,743 | $153.5 萬 | 0.54% | +848+5.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 16,953 | $155.4 萬 | 0.03% | +76+0.5% | 加碼 |
| Conning Inc. | 17,002 | $155.9 萬 | 0.05% | −2,190−11.4% | 減碼 |
| White Pine Capital LLC | 16,250 | $156.0 萬 | 0.46% | +400+2.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 17,316 | $158.8 萬 | 0.40% | +2,042+13.4% | 加碼 |
| Empirical Finance, LLC | 17,349 | $159.1 萬 | 0.26% | +2,840+19.6% | 加碼 |
| Amica Retiree Medical Trust | 17,468 | $160.2 萬 | 1.01% | +7,035+67.4% | 加碼 |
| Trust Investment Advisors | 17,572 | $161.1 萬 | 1.43% | −726−4.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 31,361 | $161.7 萬 | 0.06% | +2,319+8.0% | 加碼 |
| Sage Rhino Capital LLC | 17,761 | $162.9 萬 | 0.48% | +413+2.4% | 加碼 |
| CAPROCK Group, Inc. | 17,967 | $164.7 萬 | 0.15% | +2,407+15.5% | 加碼 |
| NVWM, LLC | 18,083 | $165.8 萬 | 0.60% | +303+1.7% | 加碼 |
| Tiemann Investment Advisors, LLC | 18,134 | $166.3 萬 | 0.78% | −1,007−5.3% | 減碼 |
| Gotham Asset Management, LLC | 18,197 | $166.8 萬 | 0.07% | −12,947−41.6% | 減碼 |
| Rational Advisors LLC | 18,227 | $167.1 萬 | 0.20% | −1,216−6.3% | 減碼 |
| Balasa Dinverno & Foltz LLC | 18,239 | $167.2 萬 | 0.12% | +747+4.3% | 加碼 |
| Richard Bernstein Advisors LLC | 18,369 | $168.4 萬 | 0.03% | 00.0% | 不變 |
| Financial Advocates Investment Management | 18,370 | $168.5 萬 | 0.12% | +15,433+525.5% | 加碼 |
| Gries Financial LLC | 17,588 | $169.4 萬 | 0.54% | −8,486−32.5% | 減碼 |
| Sigma Planning Corp | 18,483 | $169.5 萬 | 0.05% | +7,230+64.2% | 加碼 |
| Savant Capital, LLC | 18,972 | $174.0 萬 | 0.07% | +19+0.1% | 加碼 |
| Bank of Hawaii | 19,040 | $174.6 萬 | 0.10% | −700−3.5% | 減碼 |
| Windsor Creek Advisors, LLC | 19,154 | $175.6 萬 | 0.66% | +9,154+91.5% | 加碼 |
| Cinctive Capital Management LP | 19,149 | $175.6 萬 | 0.10% | +19,149 | 新進 |
| Vident Investment Advisory, LLC | 19,158 | $175.7 萬 | 0.05% | +7,132+59.3% | 加碼 |
| Westwood Holdings Group Inc. | 19,343 | $177.4 萬 | 0.02% | +1,342+7.5% | 加碼 |
| Advisory Services Network, LLC | 19,631 | $180.0 萬 | 0.06% | +2,722+16.1% | 加碼 |
| Griffin Asset Management, Inc. | 19,784 | $181.4 萬 | 0.22% | +7,106+56.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 19,819 | $181.7 萬 | 0.11% | +266+1.4% | 加碼 |
| Clarius Group, LLC | 19,877 | $182.3 萬 | 0.16% | +120+0.6% | 加碼 |
| Alaethes Wealth LLC | 19,895 | $182.4 萬 | 1.41% | +1,062+5.6% | 加碼 |
| Spire Wealth Management | 19,919 | $182.6 萬 | 0.05% | +3,000+17.7% | 加碼 |
| UBP Investment Advisors SA | 20,000 | $183.0 萬 | 0.68% | 00.0% | 不變 |
| Lincoln National Corp | 20,323 | $183.2 萬 | 0.04% | +11,050+119.2% | 加碼 |
| Russell Clark Investment Management Ltd | 20,000 | $183.4 萬 | 1.38% | 00.0% | 不變 |
| Syntal Capital Partners, LLC | 20,019 | $183.5 萬 | 0.65% | −1,864−8.5% | 減碼 |
| Abbot Financial Management, Inc. | 20,020 | $183.6 萬 | 0.80% | −180−0.9% | 減碼 |
| Edgestream Partners, L.P. | 20,114 | $184.4 萬 | 0.11% | −36,648−64.6% | 減碼 |
| Boston Partners | 20,307 | $186.2 萬 | 0.00% | −609−2.9% | 減碼 |
| Brewin Dolphin Ltd | 20,386 | $186.9 萬 | 0.08% | +2,854+16.3% | 加碼 |
| Assenagon Asset Management S.A. | 20,405 | $187.1 萬 | 0.01% | +2,734+15.5% | 加碼 |
| Independent Advisor Alliance | 20,645 | $189.3 萬 | 0.10% | +2,982+16.9% | 加碼 |
| TCTC Holdings, LLC | 20,775 | $190.5 萬 | 0.09% | 00.0% | 不變 |
| Deltec Asset Management LLC | 21,000 | $192.5 萬 | 0.26% | 00.0% | 不變 |
| Richard P Slaughter Associates Inc | 21,085 | $193.3 萬 | 0.75% | −20,791−49.6% | 減碼 |
| Inherent Group, LP | 21,157 | $194.0 萬 | 0.49% | −132,700−86.2% | 減碼 |
| Cacti Asset Management LLC | 22,000 | $194.5 萬 | 0.16% | 00.0% | 不變 |
| L & S Advisors Inc | 21,278 | $195.1 萬 | 0.21% | +21,278 | 新進 |
| American National Registered Investment Advisor, Inc. | 21,512 | $197.2 萬 | 0.71% | −650−2.9% | 減碼 |
| South State Corp. | 21,734 | $199.3 萬 | 0.17% | −362−1.6% | 減碼 |
| Baldwin Investment Management, LLC | 21,758 | $199.5 萬 | 0.34% | −1,475−6.3% | 減碼 |
| Profund Advisors LLC | 21,761 | $199.6 萬 | 0.07% | −1,145−5.0% | 減碼 |
| New England Research & Management, Inc. | 21,807 | $199.9 萬 | 1.03% | −12,180−35.8% | 減碼 |
| Capital International Ltd | 21,886 | $200.7 萬 | 0.11% | −17,885−45.0% | 減碼 |
| Bryn Mawr Trust Co | 21,968 | $201.4 萬 | 0.08% | +3,749+20.6% | 加碼 |
| Goodwin Daniel L | 22,000 | $201.7 萬 | 0.96% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 22,318 | $204.6 萬 | 0.21% | +4,195+23.1% | 加碼 |
| Capital Investment Counsel, Inc | 22,465 | $206.0 萬 | 0.46% | +201+0.9% | 加碼 |
| DCF Advisers, LLC | 22,500 | $206.3 萬 | 1.04% | 00.0% | 不變 |
| Sovarnum Capital L.P. | 22,500 | $206.3 萬 | 1.30% | +22,500 | 新進 |
| IFG Advisory, LLC | 22,516 | $206.4 萬 | 0.23% | +14,531+182.0% | 加碼 |
| We Are One Seven, LLC | 22,814 | $209.2 萬 | 0.29% | −3,550−13.5% | 減碼 |
| Ritholtz Wealth Management | 22,868 | $209.7 萬 | 0.15% | +1,079+5.0% | 加碼 |
| QS Investors, LLC | 23,259 | $213.3 萬 | 0.03% | +1,958+9.2% | 加碼 |
| Texas Yale Capital Corp. | 23,380 | $214.4 萬 | 0.12% | 00.0% | 不變 |
| Wright Investors Service Inc | 23,470 | $215.2 萬 | 0.58% | +4,530+23.9% | 加碼 |
| Geneos Wealth Management Inc. | 23,441 | $215.7 萬 | 0.08% | +416+1.8% | 加碼 |
| Courier Capital LLC | 23,670 | $217.0 萬 | 0.21% | −89−0.4% | 減碼 |
| Vestcor Inc | 23,683 | $217.1 萬 | 0.07% | −32,899−58.1% | 減碼 |
| Nomura Holdings Inc | 25,484 | $217.2 萬 | 0.02% | +12,177+91.5% | 加碼 |
| Townsend & Associates, Inc | 23,609 | $219.0 萬 | 1.28% | +467+2.0% | 加碼 |
| AE Wealth Management LLC | 24,099 | $221.0 萬 | 0.02% | +1,189+5.2% | 加碼 |
| TrimTabs Asset Management, LLC | 25,022 | $221.1 萬 | 1.13% | −2,885−10.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 24,235 | $222.2 萬 | 0.52% | +1,405+6.2% | 加碼 |
| JustInvest LLC | 24,364 | $223.4 萬 | 0.23% | +5,137+26.7% | 加碼 |