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 |
|---|---|---|---|---|---|
| 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 |
| Henshaw Capital LLC | 9,224 | $84.6 萬 | 0.05% | +4,671+102.6% | 加碼 |
| Nachman Norwood & Parrott, Inc | 9,180 | $84.2 萬 | 0.09% | +39+0.4% | 加碼 |
| Strategic Blueprint, LLC | 9,125 | $83.7 萬 | 0.13% | +1,249+15.9% | 加碼 |
| Johnson Financial Group, Inc. | 9,064 | $83.1 萬 | 0.05% | −160−1.7% | 減碼 |
| Strategy Asset Managers LLC | 9,044 | $82.9 萬 | 0.18% | +327+3.8% | 加碼 |
| CMT Capital Markets Trading GmbH | 9,008 | $82.6 萬 | 0.36% | −4,218−31.9% | 減碼 |
| 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 |
| Outlook Wealth Advisors, LLC | 8,933 | $81.9 萬 | 0.26% | +626+7.5% | 加碼 |
| OPSEU Pension Plan Trust Fund | 8,935 | $81.8 萬 | 0.21% | −13,679−60.5% | 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 |
| Trexquant Investment LP | 8,816 | $80.8 萬 | 0.07% | −69,235−88.7% | 減碼 |
| 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 |
| Burke & Herbert Bank & Trust Co | 8,616 | $79.0 萬 | 0.51% | 00.0% | 不變 |
| Legacy Bridge, LLC | 8,594 | $78.8 萬 | 0.45% | 00.0% | 不變 |
| Orca Investment Management, LLC | 8,566 | $78.5 萬 | 0.71% | −1,747−16.9% | 減碼 |
| New Vernon Investment Management LLC | 8,550 | $78.4 萬 | 1.43% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 8,475 | $77.7 萬 | 0.11% | +2,193+34.9% | 加碼 |
| E&G Advisors, LP | 0 | $77.0 萬 | 0.21% | −8,501−100.0% | 減碼 |
| Independent Investors Inc | 8,216 | $75.3 萬 | 0.19% | 00.0% | 不變 |
| Harbour Investments, Inc. | 8,195 | $75.1 萬 | 0.02% | +1,017+14.2% | 加碼 |
| Eudaimonia Partners, LLC | 8,175 | $75.0 萬 | 0.14% | +3,006+58.2% | 加碼 |
| Prio Wealth Limited Partnership | 8,147 | $74.7 萬 | 0.03% | −520−6.0% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 8,060 | $73.9 萬 | 0.17% | −40−0.5% | 減碼 |
| Standard Family Office LLC | 8,009 | $73.4 萬 | 0.15% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 7,966 | $73.0 萬 | 0.14% | 00.0% | 不變 |
| Keebeck Alpha, LP | 7,927 | $72.7 萬 | 0.25% | −1,685−17.5% | 減碼 |
| Shufro Rose & Co LLC | 7,920 | $72.6 萬 | 0.05% | −300−3.6% | 減碼 |
| 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 |
| 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 |
| Cim Investment Mangement Inc | 7,858 | $72.1 萬 | 0.22% | −42−0.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,832 | $71.8 萬 | 0.11% | −3,797−32.7% | 減碼 |
| Lido Advisors, LLC | 7,827 | $71.8 萬 | 0.02% | −1,401−15.2% | 減碼 |
| Circle Wealth Management, LLC | 7,809 | $71.6 萬 | 0.10% | +846+12.1% | 加碼 |
| Meridian Investment Counsel Inc. | 7,796 | $71.5 萬 | 0.25% | 00.0% | 不變 |
| 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 |
| Washburn Capital Management, Inc. | 7,720 | $70.8 萬 | 0.47% | +660+9.3% | 加碼 |
| Somerville Kurt F | 7,647 | $70.1 萬 | 0.10% | −606−7.3% | 減碼 |
| Childress Capital Advisors, LLC | 7,548 | $69.2 萬 | 0.31% | −2,051−21.4% | 減碼 |
| LMR Partners LLP | 7,544 | $69.2 萬 | 0.01% | +586+8.4% | 加碼 |
| Private Trust Co NA | 7,533 | $69.1 萬 | 0.10% | −5−0.1% | 減碼 |
| TriaGen Wealth Management LLC | 7,193 | $69.0 萬 | 0.36% | −2,453−25.4% | 減碼 |
| Tributary Capital Management, LLC | 7,400 | $67.9 萬 | 0.05% | −200−2.6% | 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 |
| Good Life Advisors, LLC | 7,383 | $67.7 萬 | 0.13% | −346−4.5% | 減碼 |
| Gofen & Glossberg LLC | 7,358 | $67.5 萬 | 0.02% | +530+7.8% | 加碼 |
| Wintrust Investments LLC | 7,293 | $66.9 萬 | 0.07% | +2,982+69.2% | 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 |
| 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 |
| Qtron Investments LLC | 7,156 | $65.6 萬 | 0.17% | −7,646−51.7% | 減碼 |
| Salzhauer Michael | 7,140 | $65.4 萬 | 0.32% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 7,089 | $65.0 萬 | 0.01% | +318+4.7% | 加碼 |
| F&V Capital Management, LLC | 7,064 | $64.8 萬 | 0.24% | 00.0% | 不變 |
| Brown Capital Management LLC | 7,015 | $64.3 萬 | 0.00% | −173−2.4% | 減碼 |
| Pekin Hardy Strauss, Inc. | 6,983 | $64.0 萬 | 0.09% | +200+2.9% | 加碼 |
| Wharton Business Group, LLC | 6,959 | $63.8 萬 | 0.05% | 00.0% | 不變 |
| American Portfolios Advisors | 6,949 | $63.7 萬 | 0.02% | +2,050+41.8% | 加碼 |
| Interchange Capital Partners, LLC | 6,891 | $63.1 萬 | 0.98% | −6,931−50.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 6,830 | $62.6 萬 | 0.01% | −21,120−75.6% | 減碼 |
| 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 |
| 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 |
| Canton Hathaway, LLC | 6,725 | $61.7 萬 | 0.18% | 00.0% | 不變 |
| Bartlett & Co. 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. Wealth Management LLC | 6,702 | $61.5 萬 | 0.01% | −100−1.5% | 減碼 |
| Community Bank, N.A. | 6,697 | $61.4 萬 | 0.07% | +100+1.5% | 加碼 |
| Wealth Alliance | 6,686 | $61.3 萬 | 0.14% | −726−9.8% | 減碼 |
| King Luther Capital Management Corp | 6,659 | $61.1 萬 | 0.00% | +6,659 | 新進 |
| Aspire Private Capital, LLC | 6,649 | $61.0 萬 | 0.20% | +1,784+36.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 6,621 | $60.7 萬 | 0.02% | +206+3.2% | 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 |
| Duncker Streett & Co Inc | 6,573 | $60.3 萬 | 0.11% | +20.0% | 加碼 |
| Skba Capital Management LLC | 6,550 | $60.1 萬 | 0.12% | −1,150−14.9% | 減碼 |
| Community Bank of Raymore | 6,540 | $60.0 萬 | 0.19% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 6,507 | $59.7 萬 | 0.11% | −613−8.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 6,493 | $59.5 萬 | 0.01% | +20.0% | 加碼 |
| Lee Danner & Bass Inc | 6,475 | $59.4 萬 | 0.05% | 00.0% | 不變 |
| 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 |
| 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 |
| EP Wealth Advisors, LLC | 6,387 | $58.6 萬 | 0.02% | −103−1.6% | 減碼 |
| Exane Derivatives | 6,280 | $58.5 萬 | 0.14% | +153+2.5% | 加碼 |
| Valeo Financial Advisors, LLC | 6,385 | $58.5 萬 | 0.04% | −225−3.4% | 減碼 |