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 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 1,353,535 | $1.24 億 | 0.28% | +52,845+4.1% | 加碼 |
| Natixis Advisors, L.P. | 1,342,465 | $1.23 億 | 0.58% | −189,349−12.4% | 減碼 |
| Russell Investments Group, Ltd. | 1,325,333 | $1.21 億 | 0.20% | −339,432−20.4% | 減碼 |
| Raymond James & Associates | 1,320,363 | $1.21 億 | 0.11% | +139,095+11.8% | 加碼 |
| Envestnet Asset Management Inc | 1,317,197 | $1.21 億 | 0.07% | −61,582−4.5% | 減碼 |
| Junto Capital Management LP | 1,316,605 | $1.21 億 | 3.85% | +281,636+27.2% | 加碼 |
| Zurich Insurance Group Ltd | 1,310,026 | $1.20 億 | 1.50% | −84,039−6.0% | 減碼 |
| Westfield Capital Management Co LP | 1,297,290 | $1.19 億 | 0.71% | −369,422−22.2% | 減碼 |
| Evercore Wealth Management, LLC | 1,287,715 | $1.18 億 | 2.16% | −4,087−0.3% | 減碼 |
| Factory Mutual Insurance Co | 1,266,998 | $1.16 億 | 1.42% | −51,053−3.9% | 減碼 |
| Korea Investment CORP | 1,265,939 | $1.16 億 | 0.33% | +5,105+0.4% | 加碼 |
| Sound Shore Management Inc | 1,240,906 | $1.14 億 | 3.16% | −60,511−4.6% | 減碼 |
| Stifel Financial Corp | 1,240,410 | $1.14 億 | 0.17% | +32,900+2.7% | 加碼 |
| Retirement Systems of Alabama | 1,187,585 | $1.09 億 | 0.39% | −15,238−1.3% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,170,142 | $1.07 億 | 1.13% | +66,736+6.0% | 加碼 |
| Natixis | 1,134,324 | $1.04 億 | 0.45% | +641,068+130.0% | 加碼 |
| Douglas Lane & Associates, LLC | 1,131,048 | $1.04 億 | 1.45% | −28,182−2.4% | 減碼 |
| State of Tennessee, Treasury Department | 1,097,005 | $1.01 億 | 0.38% | −149,934−12.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,096,075 | $1.00 億 | 0.19% | −79,271−6.7% | 減碼 |
| Toronto Dominion Bank | 1,083,748 | $9,937 萬 | 0.15% | −198,834−15.5% | 減碼 |
| Capitolis Advisors LLC | 1,035,868 | $9,498 萬 | 1.12% | +687,580+197.4% | 加碼 |
| State of Michigan Retirement System | 1,033,522 | $9,476 萬 | 0.56% | +642,900+164.6% | 加碼 |
| Sadoff Investment Management LLC | 1,011,795 | $9,277 萬 | 6.19% | −12,379−1.2% | 減碼 |
| Pictet Asset Management Ltd | 1,005,122 | $9,216 萬 | 0.10% | +102,619+11.4% | 加碼 |
| Truist Financial Corp | 1,001,046 | $9,179 萬 | 0.15% | +16,074+1.6% | 加碼 |
| Kiltearn Partners LLP | 994,366 | $9,117 萬 | 3.65% | −390,300−28.2% | 減碼 |
| Public Sector Pension Investment Board | 993,830 | $9,112 萬 | 0.57% | +91,420+10.1% | 加碼 |
| Clark Capital Management Group, Inc. | 986,724 | $9,047 萬 | 1.27% | −171,671−14.8% | 減碼 |
| Victory Capital Management Inc | 979,840 | $8,984 萬 | 0.09% | −5,529−0.6% | 減碼 |
| Public Employees Retirement System of Ohio | 961,705 | $8,818 萬 | 0.31% | −43,563−4.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 953,809 | $8,746 萬 | 0.30% | −58,677−5.8% | 減碼 |
| Calamos Advisors LLC | 870,555 | $7,982 萬 | 0.40% | +83,278+10.6% | 加碼 |
| Bank of Nova Scotia | 865,768 | $7,937 萬 | 0.15% | −216,631−20.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 861,164 | $7,834 萬 | 0.17% | −126,186−12.8% | 減碼 |
| Storebrand Asset Management AS | 848,210 | $7,777 萬 | 0.38% | +7,314+0.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 838,090 | $7,684 萬 | 0.25% | +36,544+4.6% | 加碼 |
| Aristotle Capital Management, LLC | 831,191 | $7,621 萬 | 0.15% | 00.0% | 不變 |
| RBF Capital, LLC | 813,432 | $7,458 萬 | 4.17% | 00.0% | 不變 |
| Panagora Asset Management Inc | 801,491 | $7,349 萬 | 0.39% | −536,880−40.1% | 減碼 |
| Rafferty Asset Management, LLC | 790,153 | $7,245 萬 | 0.46% | +73,651+10.3% | 加碼 |
| RNC Capital Management LLC | 777,488 | $7,129 萬 | 3.77% | +15,106+2.0% | 加碼 |
| Fullerton Fund Management Co Ltd. | 767,220 | $7,035 萬 | 4.79% | +14,737+2.0% | 加碼 |
| Capital Research Global Investors | 766,393 | $7,027 萬 | 0.02% | −3460.0% | 減碼 |
| DnB Asset Management AS | 752,858 | $6,903 萬 | 0.46% | −97,438−11.5% | 減碼 |
| Senator Investment Group LP | 750,000 | $6,877 萬 | 1.31% | +750,000 | 新進 |
| Asset Management One Co.,Ltd. | 740,134 | $6,786 萬 | 0.25% | −6,481−0.9% | 減碼 |
| Swedbank AB | 722,670 | $6,626 萬 | 0.12% | −2,446−0.3% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 709,000 | $6,501 萬 | 0.74% | −3,500−0.5% | 減碼 |
| Select Equity Group, L.P. | 708,915 | $6,500 萬 | 0.22% | −1,719,334−70.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 697,299 | $6,392 萬 | 0.39% | +55,056+8.6% | 加碼 |
| Cookson Peirce & Co Inc | 689,183 | $6,319 萬 | 3.93% | +13,646+2.0% | 加碼 |
| Lazard Freres Gestion S.A.S. | 797,722 | $6,168 萬 | 1.99% | −45,660−5.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 668,921 | $6,133 萬 | 0.14% | +409,513+157.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 666,288 | $6,109 萬 | 0.56% | −50,411−7.0% | 減碼 |
| Standard Life Aberdeen plc | 659,748 | $6,049 萬 | 0.13% | −22,856−3.3% | 減碼 |
| STRS Ohio | 651,689 | $5,975 萬 | 0.21% | −29,869−4.4% | 減碼 |
| Putnam Investments LLC | 648,446 | $5,946 萬 | 0.09% | −273,918−29.7% | 減碼 |
| Gabelli Funds LLC | 640,084 | $5,869 萬 | 0.37% | −55,500−8.0% | 減碼 |
| Teacher Retirement System of Texas | 633,850 | $5,812 萬 | 0.32% | −108,045−14.6% | 減碼 |
| Gateway Investment Advisers LLC | 631,711 | $5,792 萬 | 0.59% | +29,855+5.0% | 加碼 |
| M&T Bank Corp | 619,803 | $5,683 萬 | 0.25% | −71,734−10.4% | 減碼 |
| Clearbridge Investments, LLC | 614,472 | $5,634 萬 | 0.04% | +67,713+12.4% | 加碼 |
| Holocene Advisors, LP | 608,188 | $5,577 萬 | 0.34% | −377,591−38.3% | 減碼 |
| Todd Asset Management LLC | 608,175 | $5,576 萬 | 1.26% | −71,751−10.6% | 減碼 |
| Voya Investment Management LLC | 602,768 | $5,527 萬 | 0.11% | −45,586−7.0% | 減碼 |
| Bridgewater Associates, LP | 593,359 | $5,441 萬 | 0.35% | +60,812+11.4% | 加碼 |
| Treasurer of the State of North Carolina | 584,652 | $5,361 萬 | 0.31% | −6,990−1.2% | 減碼 |
| Bridger Management, LLC | 584,092 | $5,356 萬 | 5.00% | 00.0% | 不變 |
| Woodley Farra Manion Portfolio Management Inc | 577,544 | $5,296 萬 | 4.09% | −6,748−1.2% | 減碼 |
| LPL Financial LLC | 571,665 | $5,242 萬 | 0.05% | +158,775+38.5% | 加碼 |
| Aviva PLC | 563,693 | $5,169 萬 | 0.23% | +19,195+3.5% | 加碼 |
| Payden & Rygel | 557,100 | $5,108 萬 | 2.44% | −102,300−15.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 554,774 | $5,087 萬 | 0.18% | −6,947−1.2% | 減碼 |
| Moore Capital Management, LP | 550,000 | $5,043 萬 | 0.93% | +417,941+316.5% | 加碼 |
| AQR Capital Management LLC | 535,930 | $4,849 萬 | 0.08% | +160,390+42.7% | 加碼 |
| SEI Investments Co | 524,350 | $4,809 萬 | 0.11% | −10,010−1.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 516,267 | $4,734 萬 | 0.67% | −73,440−12.5% | 減碼 |
| American International Group, Inc. | 515,294 | $4,725 萬 | 0.19% | −1,632−0.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 514,270 | $4,715 萬 | 1.54% | +454+0.1% | 加碼 |
| AMP Capital Investors Ltd | 514,251 | $4,708 萬 | 0.23% | −2,572−0.5% | 減碼 |
| Nisa Investment Advisors, LLC | 509,345 | $4,670 萬 | 0.29% | −93,795−15.6% | 減碼 |
| Employees Provident Fund Board | 500,000 | $4,585 萬 | 0.76% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 496,761 | $4,554 萬 | 0.19% | −2,116−0.4% | 減碼 |
| Loomis Sayles & Co L P | 496,160 | $4,549 萬 | 0.06% | −90,347−15.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 483,828 | $4,436 萬 | 1.39% | −25,199−5.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 475,642 | $4,361 萬 | 0.24% | +68,512+16.8% | 加碼 |
| ING Groep NV | 472,249 | $4,330 萬 | 0.69% | +372,891+375.3% | 加碼 |
| Avalon Investment & Advisory | 465,061 | $4,264 萬 | 0.95% | −8,191−1.7% | 減碼 |
| Squarepoint Ops LLC | 461,445 | $4,231 萬 | 0.31% | −51,066−10.0% | 減碼 |
| Crake Asset Management LLP | 455,535 | $4,177 萬 | 2.17% | −1,157,739−71.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 451,208 | $4,137 萬 | 0.46% | +110,654+32.5% | 加碼 |
| M&G Investment Management Ltd | 441,052 | $4,058 萬 | 0.21% | +436,879+10,469.2% | 加碼 |
| Brandywine Global Investment Management, LLC | 442,404 | $4,056 萬 | 0.30% | −5,298−1.2% | 減碼 |
| HighTower Advisors, LLC | 436,890 | $4,006 萬 | 0.12% | +423+0.1% | 加碼 |
| TCW Group Inc | 436,750 | $4,005 萬 | 0.35% | +78,626+22.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 434,209 | $3,981 萬 | 0.36% | +600+0.1% | 加碼 |
| Dana Investment Advisors, Inc. | 430,546 | $3,948 萬 | 1.75% | −2,400−0.6% | 減碼 |
| Nomura Asset Management Co Ltd | 424,700 | $3,894 萬 | 0.23% | +13,761+3.3% | 加碼 |
| Employees Retirement System of Texas | 423,000 | $3,879 萬 | 0.47% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 420,376 | $3,854 萬 | 2.90% | −3,655−0.9% | 減碼 |