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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 6,379 | $58.5 萬 | 0.03% | +368+6.1% | 加碼 |
| Sippican Capital Advisors | 6,366 | $58.4 萬 | 0.51% | 00.0% | 不變 |
| 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 |
| Parkside Financial Bank & Trust | 6,324 | $58.0 萬 | 0.17% | −254−3.9% | 減碼 |
| Personal Cfo Solutions, LLC | 6,309 | $57.8 萬 | 0.12% | −188−2.9% | 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 |
| J.W. Cole Advisors, Inc. | 6,225 | $57.1 萬 | 0.04% | −964−13.4% | 減碼 |
| Gryphon Financial Partners LLC | 10,223 | $56.6 萬 | 0.13% | +463+4.7% | 加碼 |
| Citizens Financial Group Inc | 6,154 | $56.4 萬 | 0.02% | +1,807+41.6% | 加碼 |
| Salem Investment Counselors Inc | 6,076 | $55.7 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| Highland Private Wealth Management | 6,024 | $55.2 萬 | 0.08% | −25−0.4% | 減碼 |
| Platte River Wealth Advisors, LLC | 6,005 | $55.1 萬 | 0.21% | +2,180+57.0% | 加碼 |
| O'Neil Global Advisors, Inc. | 6,000 | $55.0 萬 | 0.17% | −1,600−21.1% | 減碼 |
| Eqis Capital Management, Inc. | 5,987 | $54.9 萬 | 0.04% | +815+15.8% | 加碼 |
| Davenport & Co LLC | 5,960 | $54.7 萬 | 0.00% | +162+2.8% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,944 | $54.5 萬 | 0.05% | +4+0.1% | 加碼 |
| Mastrapasqua Asset Management Inc | 5,900 | $54.1 萬 | 0.06% | −370−5.9% | 減碼 |
| Voya Financial Advisors, Inc. | 5,924 | $53.7 萬 | 0.07% | −22,148−78.9% | 減碼 |
| Optimum Investment Advisors | 5,850 | $53.6 萬 | 0.17% | −950−14.0% | 減碼 |
| Ridgewood Investments LLC | 5,833 | $53.5 萬 | 0.34% | 00.0% | 不變 |
| 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 |
| Warther Private Wealth, LLC | 5,778 | $53.2 萬 | 0.52% | +5,778 | 新進 |
| StoneX Group Inc. | 5,771 | $52.9 萬 | 0.08% | +1,392+31.8% | 加碼 |
| Lakeview Capital Partners, LLC | 5,688 | $52.2 萬 | 0.23% | −3,045−34.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,648 | $51.8 萬 | 0.05% | 00.0% | 不變 |
| Insight 2811, Inc. | 5,634 | $51.7 萬 | 0.29% | −307−5.2% | 減碼 |
| ACG Wealth | 5,624 | $51.6 萬 | 0.07% | +8+0.1% | 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 |
| Buckley Wealth Management, LLC | 5,606 | $51.4 萬 | 0.18% | +1,131+25.3% | 加碼 |
| Financial Advisors, LLC | 5,590 | $51.3 萬 | 0.18% | +550+10.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 5,580 | $51.2 萬 | 0.03% | −1,647−22.8% | 減碼 |
| LS Investment Advisors, LLC | 5,550 | $50.9 萬 | 0.06% | −35,675−86.5% | 減碼 |
| Peoples Bank | 5,545 | $50.8 萬 | 0.27% | −43−0.8% | 減碼 |
| Private Portfolio Partners LLC | 5,508 | $50.5 萬 | 0.15% | −90−1.6% | 減碼 |
| Regal Investment Advisors LLC | 5,506 | $50.5 萬 | 0.05% | +5,506 | 新進 |
| 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 |
| 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 |
| 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 |
| Knights of Columbus Asset Advisors LLC | 5,448 | $50.0 萬 | 0.05% | −4,241−43.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,874 | $49.9 萬 | 0.04% | +344+6.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 5,407 | $49.6 萬 | 0.38% | −414−7.1% | 減碼 |
| Eastern Bank | 5,351 | $49.2 萬 | 0.02% | −231−4.1% | 減碼 |
| Waldron Private Wealth LLC | 5,357 | $49.1 萬 | 0.03% | −36−0.7% | 減碼 |
| Crawford Investment Counsel Inc | 5,339 | $49.0 萬 | 0.01% | +500+10.3% | 加碼 |
| Colony Group LLC | 5,335 | $48.9 萬 | 0.01% | −63−1.2% | 減碼 |
| LVZ Advisors, Inc. | 5,321 | $48.8 萬 | 0.07% | +5,321 | 新進 |
| Rossmore Private Capital | 5,315 | $48.7 萬 | 0.08% | +500+10.4% | 加碼 |
| Stock Yards Bank & Trust Co | 5,296 | $48.5 萬 | 0.03% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 5,222 | $47.9 萬 | 0.15% | −355−6.4% | 減碼 |
| Little House Capital LLC | 5,227 | $47.9 萬 | 0.26% | +5,227 | 新進 |
| Donald L. Hagan, LLC | 5,211 | $47.8 萬 | 0.28% | −3,335−39.0% | 減碼 |
| Cambridge Trust Co | 5,187 | $47.6 萬 | 0.02% | −14−0.3% | 減碼 |
| Wolverine Asset Management LLC | 5,177 | $47.4 萬 | 0.00% | −1,423−21.6% | 減碼 |
| Foundations Investment Advisors, LLC | 5,250 | $47.4 萬 | 0.02% | +2,040+63.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,158 | $47.3 萬 | 0.03% | +1,166+29.2% | 加碼 |
| Jackson Square Capital, LLC | 5,151 | $47.2 萬 | 0.15% | +412+8.7% | 加碼 |
| Evoke Wealth, LLC | 5,110 | $46.9 萬 | 0.02% | −4,970−49.3% | 減碼 |
| Sawtooth Solutions, LLC | 5,116 | $46.9 萬 | 0.09% | +1,205+30.8% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $46.6 萬 | 0.04% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 5,056 | $46.5 萬 | 0.03% | −167−3.2% | 減碼 |
| Fort Pitt Capital Group, LLC | 5,058 | $46.4 萬 | 0.02% | +150+3.1% | 加碼 |
| Ledyard National Bank | 5,029 | $46.1 萬 | 0.05% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 4,425 | $46.0 萬 | 0.09% | −301−6.4% | 減碼 |
| Camden Capital, LLC | 5,021 | $46.0 萬 | 0.11% | +1,512+43.1% | 加碼 |
| Personal Capital Advisors Corp | 5,010 | $45.9 萬 | 0.00% | +254+5.3% | 加碼 |
| Alpha Cubed Investments, LLC | 5,000 | $45.8 萬 | 0.03% | +115+2.4% | 加碼 |
| Great Lakes Advisors, LLC | 4,960 | $45.5 萬 | 0.01% | −646−11.5% | 減碼 |
| 180 Wealth Advisors, LLC | 4,445 | $45.4 萬 | 0.10% | −457−9.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,956 | $45.4 萬 | 0.06% | +241+5.1% | 加碼 |
| Trustmark National Bank Trust Department | 4,951 | $45.4 萬 | 0.04% | +1,161+30.6% | 加碼 |
| Concord Wealth Partners | 4,931 | $45.2 萬 | 0.13% | +923+23.0% | 加碼 |
| Geller Advisors LLC | 4,903 | $45.0 萬 | 0.10% | −14−0.3% | 減碼 |
| NEXT Financial Group, Inc | 4,912 | $45.0 萬 | 0.04% | +538+12.3% | 加碼 |
| HM Payson & Co | 4,894 | $44.9 萬 | 0.01% | −51−1.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,881 | $44.8 萬 | 0.07% | −223−4.4% | 減碼 |
| Seeyond | 4,892 | $44.8 萬 | 0.04% | +21+0.4% | 加碼 |
| North Star Investment Management Corp. | 4,865 | $44.6 萬 | 0.04% | +235+5.1% | 加碼 |
| Ellevest, Inc. | 4,867 | $44.6 萬 | 0.04% | +871+21.8% | 加碼 |
| X-Square Capital, LLC | 4,845 | $44.4 萬 | 0.21% | +4,845 | 新進 |
| Perritt Capital Management Inc | 4,835 | $44.3 萬 | 0.23% | −440−8.3% | 減碼 |
| Rothschild Investment Corp | 4,802 | $44.0 萬 | 0.04% | +393+8.9% | 加碼 |
| Chelsea Counsel Co | 4,776 | $43.8 萬 | 0.20% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 4,778 | $43.8 萬 | 0.10% | +644+15.6% | 加碼 |
| Mather Group, LLC. | 4,744 | $43.5 萬 | 0.01% | +259+5.8% | 加碼 |
| Engine No. 1 LLC | 4,747 | $43.5 萬 | 0.12% | +4,747 | 新進 |
| West Family Investments, Inc. | 4,736 | $43.4 萬 | 0.12% | +4,736 | 新進 |
| Miracle Mile Advisors, LLC | 4,644 | $42.6 萬 | 0.02% | −6−0.1% | 減碼 |
| BLB&B Advisors, LLC | 4,623 | $42.4 萬 | 0.03% | −35−0.8% | 減碼 |
| Executive Wealth Group LLC | 4,613 | $42.3 萬 | 0.25% | +19+0.4% | 加碼 |
| Park National Corp | 4,601 | $42.2 萬 | 0.02% | −412−8.2% | 減碼 |
| Marcum Wealth, LLC | 4,605 | $42.2 萬 | 0.07% | −133−2.8% | 減碼 |