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 |
|---|---|---|---|---|---|
| Bridgecreek Investment Management, LLC | 188,560 | $1,729 萬 | 2.51% | −16,400−8.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 186,489 | $1,710 萬 | 0.19% | −1,193−0.6% | 減碼 |
| Moody National Bank Trust Division | 184,134 | $1,688 萬 | 0.35% | −1,020−0.6% | 減碼 |
| TPI Fund Managers Ltd | 183,559 | $1,683 萬 | 2.32% | +183,559 | 新進 |
| Marshall Wace, LLP | 182,412 | $1,673 萬 | 0.09% | +182,412 | 新進 |
| Hexavest Inc. | 182,073 | $1,669 萬 | 0.82% | −29,782−14.1% | 減碼 |
| Gillson Capital LP | 181,970 | $1,669 萬 | 1.56% | −9,776−5.1% | 減碼 |
| American National Insurance Co | 180,470 | $1,655 萬 | 0.62% | −270−0.1% | 減碼 |
| CIBC Asset Management Inc | 180,113 | $1,652 萬 | 0.07% | +4,347+2.5% | 加碼 |
| Metropolitan Life Insurance Co | 178,969 | $1,641 萬 | 0.23% | −4,339−2.4% | 減碼 |
| BP PLC | 178,545 | $1,637 萬 | 0.70% | −63,900−26.4% | 減碼 |
| Nicola Wealth Management Ltd. | 178,000 | $1,632 萬 | 1.67% | −3,000−1.7% | 減碼 |
| Carlson Capital L P | 177,257 | $1,625 萬 | 0.78% | +125,757+244.2% | 加碼 |
| Kames Capital plc | 176,470 | $1,618 萬 | 0.23% | +176,470 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 176,269 | $1,616 萬 | 0.05% | −4,312−2.4% | 減碼 |
| Sit Investment Associates Inc | 172,535 | $1,582 萬 | 0.39% | +8,715+5.3% | 加碼 |
| Bailard, Inc. | 171,321 | $1,571 萬 | 0.54% | +4,337+2.6% | 加碼 |
| Edgar Lomax Co | 170,875 | $1,567 萬 | 0.97% | −6,600−3.7% | 減碼 |
| Erste Asset Management GmbH | 167,610 | $1,519 萬 | 0.30% | +35,632+27.0% | 加碼 |
| Achmea Investment Management B.V. | 164,628 | $1,510 萬 | 0.51% | −92,241−35.9% | 減碼 |
| Granite Investment Advisors, LLC | 164,625 | $1,509 萬 | 2.36% | +504+0.3% | 加碼 |
| Hartford Investment Management Co | 164,347 | $1,507 萬 | 0.37% | −5,023−3.0% | 減碼 |
| Maltese Capital Management LLC | 162,515 | $1,490 萬 | 2.37% | −22,500−12.2% | 減碼 |
| Edge Capital Group, LLC | 161,698 | $1,483 萬 | 1.19% | −3,993−2.4% | 減碼 |
| Pittenger & Anderson Inc | 161,374 | $1,480 萬 | 0.76% | +1,075+0.7% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 160,274 | $1,470 萬 | 0.76% | +30,751+23.7% | 加碼 |
| Pacific Heights Asset Management LLC | 160,000 | $1,467 萬 | 1.34% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 159,516 | $1,463 萬 | 0.45% | −19,688−11.0% | 減碼 |
| Gratus Capital LLC | 158,646 | $1,455 萬 | 1.61% | +14,777+10.3% | 加碼 |
| Peapack Gladstone Financial Corp | 158,089 | $1,450 萬 | 0.35% | +738+0.5% | 加碼 |
| Matrix Asset Advisors Inc | 157,791 | $1,447 萬 | 2.08% | −2,976−1.9% | 減碼 |
| Bank of the West | 154,971 | $1,421 萬 | 1.45% | −13,243−7.9% | 減碼 |
| Wade G W & Inc | 154,401 | $1,416 萬 | 0.68% | +93,601+153.9% | 加碼 |
| Marvin & Palmer Associates Inc | 150,932 | $1,384 萬 | 5.66% | −1,609−1.1% | 減碼 |
| Ziegler Capital Management, LLC | 149,956 | $1,375 萬 | 0.46% | −61,341−29.0% | 減碼 |
| Ci Investments Inc. | 149,641 | $1,372 萬 | 0.05% | +145,804+3,799.9% | 加碼 |
| Burney Co | 148,037 | $1,357 萬 | 0.63% | +4,623+3.2% | 加碼 |
| Nissay Asset Management Corp | 147,511 | $1,353 萬 | 0.12% | +11,143+8.2% | 加碼 |
| Andra AP-fonden | 147,311 | $1,351 萬 | 0.28% | −47,500−24.4% | 減碼 |
| Daiwa Securities Group Inc. | 142,006 | $1,327 萬 | 0.09% | −3,527−2.4% | 減碼 |
| Brookfield Asset Management Inc. | 142,729 | $1,309 萬 | 0.06% | +106,348+292.3% | 加碼 |
| Hourglass Capital, LLC | 140,489 | $1,288 萬 | 3.00% | +520.0% | 加碼 |
| Credit Agricole S A | 136,478 | $1,251 萬 | 0.42% | −12,772−8.6% | 減碼 |
| BTC Capital Management, Inc. | 135,669 | $1,246 萬 | 1.42% | −13,853−9.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 135,623 | $1,244 萬 | 0.49% | +3,913+3.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 135,486 | $1,242 萬 | 1.12% | +2,385+1.8% | 加碼 |
| Crestwood Advisors Group LLC | 134,863 | $1,237 萬 | 0.36% | +95,513+242.7% | 加碼 |
| Brinker Capital Investments, LLC | 131,797 | $1,208 萬 | 0.16% | +54,424+70.3% | 加碼 |
| Mount Lucas Management LP | 131,713 | $1,208 萬 | 3.55% | +66,534+102.1% | 加碼 |
| Greenwood Capital Associates LLC | 129,232 | $1,185 萬 | 1.79% | −2,491−1.9% | 減碼 |
| Leuthold Group, LLC | 128,063 | $1,174 萬 | 1.44% | −2,469−1.9% | 減碼 |
| Telos Capital Management, Inc. | 127,954 | $1,173 萬 | 1.55% | +12,467+10.8% | 加碼 |
| Xponance, Inc. | 127,803 | $1,172 萬 | 0.22% | +460+0.4% | 加碼 |
| Morgan Stanley | 126,869 | $1,163 萬 | 0.00% | +53,315+72.5% | 加碼 |
| Securian Asset Management, Inc | 125,532 | $1,151 萬 | 0.23% | −1,696−1.3% | 減碼 |
| Hudson Bay Capital Management LP | 125,001 | $1,146 萬 | 0.14% | −25,000−16.7% | 減碼 |
| Shelton Capital Management | 124,795 | $1,144 萬 | 0.43% | −69,961−35.9% | 減碼 |
| General Pension Society PZU Joint Stock Co | 124,369 | $1,140 萬 | 3.51% | 00.0% | 不變 |
| Blair William & Co | 122,850 | $1,126 萬 | 0.04% | −8,323−6.3% | 減碼 |
| Brightworth | 122,427 | $1,123 萬 | 0.96% | +2,197+1.8% | 加碼 |
| Socorro Asset Management LP | 121,660 | $1,116 萬 | 3.64% | +49,715+69.1% | 加碼 |
| Scotia Capital Inc. | 120,047 | $1,101 萬 | 0.08% | +20,947+21.1% | 加碼 |
| Grassi Investment Management | 118,950 | $1,091 萬 | 1.18% | 00.0% | 不變 |
| Swarthmore Group Inc | 116,208 | $1,066 萬 | 2.75% | −27,717−19.3% | 減碼 |
| Marshall Wace North America L.P. | 116,093 | $1,065 萬 | 0.04% | +14,930+14.8% | 加碼 |
| Captrust Financial Advisors | 114,792 | $1,053 萬 | 0.10% | +4,869+4.4% | 加碼 |
| Gemsstock Limited | 114,600 | $1,051 萬 | 3.31% | −83,200−42.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 114,160 | $1,047 萬 | 0.05% | +4,537+4.1% | 加碼 |
| Argent Trust Co | 113,855 | $1,044 萬 | 0.69% | +1,466+1.3% | 加碼 |
| Howe & Rusling Inc | 113,412 | $1,040 萬 | 1.31% | −21,381−15.9% | 減碼 |
| Barometer Capital Management Inc. | 113,385 | $1,032 萬 | 1.97% | −14,055−11.0% | 減碼 |
| MML Investors Services, LLC | 112,386 | $1,031 萬 | 0.09% | +10,759+10.6% | 加碼 |
| Motco | 111,185 | $1,020 萬 | 0.67% | −3,422−3.0% | 減碼 |
| Pendal Group Limited | 111,110 | $1,019 萬 | 0.09% | +111,110 | 新進 |
| Core Alternative Capital | 110,621 | $1,014 萬 | 2.36% | −1,437−1.3% | 減碼 |
| St Germain D J Co Inc | 110,510 | $1,013 萬 | 0.64% | +67+0.1% | 加碼 |
| Myriad Asset Management Ltd. | 109,104 | $1,000 萬 | 0.76% | +109,104 | 新進 |
| Wolverine Trading, LLC | 109,820 | $995.4 萬 | 0.27% | +54,690+99.2% | 加碼 |
| BBVA USA | 108,188 | $991.9 萬 | 0.55% | +108,188 | 新進 |
| Northwestern Mutual Wealth Management Co | 106,588 | $977.4 萬 | 0.02% | +69,765+189.5% | 加碼 |
| Becker Capital Management Inc | 105,544 | $967.7 萬 | 0.41% | −3,049−2.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 105,345 | $965.8 萬 | 0.22% | +12,742+13.8% | 加碼 |
| Creative Planning | 104,023 | $953.8 萬 | 0.02% | −14,900−12.5% | 減碼 |
| Wealthfront Advisers LLC | 103,701 | $950.8 萬 | 0.05% | +6,899+7.1% | 加碼 |
| Maryland State Retirement & Pension System | 105,220 | $949.2 萬 | 0.31% | −2,205−2.1% | 減碼 |
| Montag A & Associates Inc | 103,117 | $945.5 萬 | 0.50% | −9,456−8.4% | 減碼 |
| Amica Mutual Insurance Co | 102,944 | $943.9 萬 | 1.00% | +45,298+78.6% | 加碼 |
| White Pine Investment CO | 102,218 | $937.2 萬 | 3.23% | −9,126−8.2% | 減碼 |
| Flputnam Investment Management Co | 101,850 | $933.9 萬 | 0.32% | +11,216+12.4% | 加碼 |
| People's United Financial, Inc. | 101,802 | $933.4 萬 | 0.21% | −1,158−1.1% | 減碼 |
| Tdam USA Inc. | 96,167 | $923.0 萬 | 0.57% | −47,793−33.2% | 減碼 |
| New Mexico Educational Retirement Board | 100,010 | $917.0 萬 | 0.31% | +9,600+10.6% | 加碼 |
| Jupiter Wealth Management LLC | 91,339 | $910.9 萬 | 4.36% | −6,291−6.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 98,825 | $906.1 萬 | 0.30% | −2,671−2.6% | 減碼 |
| Prospera Financial Services Inc | 98,415 | $902.3 萬 | 0.45% | +88,842+928.0% | 加碼 |
| Cornerstone Advisors, LLC | 98,000 | $898.6 萬 | 0.53% | +60,000+157.9% | 加碼 |
| Dowling & Yahnke LLC | 97,192 | $891.2 萬 | 0.51% | +1,398+1.5% | 加碼 |
| Banco Santander, S.A. | 96,607 | $885.8 萬 | 0.05% | −1,043−1.1% | 減碼 |
| Pacer Advisors, Inc. | 96,475 | $884.6 萬 | 0.13% | +1,534+1.6% | 加碼 |
| Twin Capital Management Inc | 93,808 | $860.1 萬 | 0.79% | +3,460+3.8% | 加碼 |