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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 92,992 | $852.7 萬 | 0.35% | −32,629−26.0% | 減碼 |
| Louisiana State Employees Retirement System | 92,800 | $850.9 萬 | 0.21% | −200−0.2% | 減碼 |
| Winslow Capital Management, LLC | 92,097 | $844.4 萬 | 0.03% | −802,024−89.7% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 92,023 | $843.8 萬 | 0.13% | +18,092+24.5% | 加碼 |
| American Assets Investment Management, LLC | 92,000 | $843.5 萬 | 1.10% | 00.0% | 不變 |
| Telemus Capital, LLC | 91,337 | $837.5 萬 | 0.60% | −216−0.2% | 減碼 |
| Nicholas Investment Partners, LP | 90,000 | $825.2 萬 | 0.52% | +65,000+260.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 89,922 | $824.4 萬 | 0.20% | +2,185+2.5% | 加碼 |
| Ashfield Capital Partners, LLC | 86,758 | $795.5 萬 | 0.57% | +5,839+7.2% | 加碼 |
| Kentucky Retirement Systems | 86,676 | $794.7 萬 | 0.38% | −5,669−6.1% | 減碼 |
| Cito Capital Group, LLC | 86,028 | $788.8 萬 | 3.55% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 86,009 | $788.6 萬 | 1.50% | −1,679−1.9% | 減碼 |
| Brown Advisory Inc | 85,929 | $787.9 萬 | 0.01% | +132+0.2% | 加碼 |
| YHB Investment Advisors, Inc. | 85,927 | $787.9 萬 | 0.67% | +9,832+12.9% | 加碼 |
| Thompson Siegel & Walmsley LLC | 85,800 | $786.7 萬 | 0.11% | +19,992+30.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 85,604 | $784.9 萬 | 0.05% | +3,609+4.4% | 加碼 |
| Walleye Capital LLC | 84,330 | $773.2 萬 | 0.28% | +3,866+4.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 83,631 | $766.8 萬 | 0.09% | −255,373−75.3% | 減碼 |
| Burns J W & Co Inc | 83,286 | $763.7 萬 | 1.20% | +270+0.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 86,521 | $758.3 萬 | 3.79% | +2,815+3.4% | 加碼 |
| Simplex Trading, LLC | 82,188 | $753.5 萬 | 0.27% | +82,188 | 新進 |
| Ninety One North America, Inc. | 82,062 | $752.4 萬 | 0.35% | −53,144−39.3% | 減碼 |
| D L Carlson Investment Group Inc | 81,706 | $749.2 萬 | 1.30% | +141+0.2% | 加碼 |
| Pinebridge Investments, L.P. | 81,534 | $747.6 萬 | 0.09% | −1,524−1.8% | 減碼 |
| First Citizens Bank & Trust Co | 81,182 | $744.3 萬 | 0.35% | −4,824−5.6% | 減碼 |
| Ieq Capital, LLC | 81,143 | $744.0 萬 | 0.22% | +513+0.6% | 加碼 |
| Ossiam | 77,427 | $743.1 萬 | 0.20% | −218,253−73.8% | 減碼 |
| Capital Analysts, LLC | 80,364 | $736.9 萬 | 0.49% | +1,028+1.3% | 加碼 |
| NorthCoast Asset Management LLC | 80,102 | $735.3 萬 | 0.26% | +4,797+6.4% | 加碼 |
| Westbourne Investment Advisors, Inc. | 79,023 | $724.6 萬 | 3.28% | +776+1.0% | 加碼 |
| Advisors Asset Management, Inc. | 78,461 | $719.4 萬 | 0.10% | +9,304+13.5% | 加碼 |
| First National Bank of Omaha | 91,609 | $711.5 萬 | 0.37% | 00.0% | 不變 |
| Cutler Group LP | 76,573 | $702.0 萬 | 0.52% | +74,766+4,137.6% | 加碼 |
| Twinbeech Capital LP | 76,025 | $697.1 萬 | 0.85% | −18,118−19.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,913 | $696.1 萬 | 0.42% | +6,100+8.7% | 加碼 |
| Connors Investor Services Inc | 75,481 | $692.1 萬 | 0.72% | 00.0% | 不變 |
| Lorne Steinberg Wealth Management Inc. | 75,152 | $689.1 萬 | 3.39% | −960−1.3% | 減碼 |
| Crestline Management, LP | 75,000 | $687.7 萬 | 0.59% | +75,000 | 新進 |
| D.A. Davidson & Co. | 74,714 | $685.1 萬 | 0.08% | +748+1.0% | 加碼 |
| Chemung Canal Trust Co | 73,718 | $675.9 萬 | 1.29% | −7,170−8.9% | 減碼 |
| Catalyst Capital Advisors LLC | 72,800 | $667.5 萬 | 0.33% | −2,200−2.9% | 減碼 |
| Kestra Advisory Services, LLC | 72,305 | $663.0 萬 | 0.08% | +2,451+3.5% | 加碼 |
| Baugh & Associates, LLC | 70,528 | $646.7 萬 | 4.01% | −675−0.9% | 減碼 |
| Banque Pictet & Cie SA | 69,422 | $636.5 萬 | 0.07% | −84−0.1% | 減碼 |
| German American Bancorp, Inc. | 69,080 | $633.4 萬 | 1.00% | −30,514−30.6% | 減碼 |
| Kings Point Capital Management | 68,931 | $632.0 萬 | 0.58% | +4,263+6.6% | 加碼 |
| Prelude Capital Management, LLC | 68,389 | $627.1 萬 | 0.35% | −23,308−25.4% | 減碼 |
| Avitas Wealth Management LLC | 67,869 | $622.3 萬 | 1.11% | +1,651+2.5% | 加碼 |
| Oppenheimer & Co Inc | 67,648 | $620.2 萬 | 0.11% | −1,219−1.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 67,595 | $619.8 萬 | 0.11% | −435−0.6% | 減碼 |
| Oliver Luxxe Assets LLC | 67,548 | $619.4 萬 | 1.70% | −1,683−2.4% | 減碼 |
| Appleton Partners Inc | 66,647 | $611.1 萬 | 0.52% | +15,916+31.4% | 加碼 |
| Engineers Gate Manager LP | 66,468 | $609.4 萬 | 0.39% | −96,115−59.1% | 減碼 |
| Old Second National Bank of Aurora | 65,986 | $605.0 萬 | 1.66% | +15,124+29.7% | 加碼 |
| Integrated Advisors Network LLC | 65,683 | $602.2 萬 | 0.44% | +765+1.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 64,754 | $593.7 萬 | 0.34% | +14,402+28.6% | 加碼 |
| Cetera Investment Advisers | 64,568 | $592.0 萬 | 0.10% | −4,032−5.9% | 減碼 |
| Principal Street Partners, LLC | 64,337 | $589.9 萬 | 1.56% | −123,084−65.7% | 減碼 |
| Meyer Handelman Co | 63,542 | $582.6 萬 | 0.23% | 00.0% | 不變 |
| Boston Private Wealth LLC | 63,384 | $581.1 萬 | 0.07% | +1,238+2.0% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 63,190 | $579.3 萬 | 0.29% | +63,190 | 新進 |
| Ameritas Investment Partners, Inc. | 62,865 | $576.3 萬 | 0.21% | −485−0.8% | 減碼 |
| Alberta Investment Management Corp | 62,600 | $574.0 萬 | 0.05% | −132,800−68.0% | 減碼 |
| Meeder Asset Management Inc | 62,322 | $571.4 萬 | 0.27% | +173+0.3% | 加碼 |
| Assetmark, Inc | 62,105 | $569.4 萬 | 0.03% | +1,614+2.7% | 加碼 |
| Iowa State Bank | 61,757 | $566.2 萬 | 1.59% | −397−0.6% | 減碼 |
| MainStreet Investment Advisors LLC | 60,839 | $557.8 萬 | 0.48% | −5,241−7.9% | 減碼 |
| Glenview Trust Co | 60,275 | $552.7 萬 | 0.21% | +275+0.5% | 加碼 |
| Full18 Capital LLC | 60,103 | $551.1 萬 | 2.29% | −8,496−12.4% | 減碼 |
| Canandaigua National Corp | 59,794 | $548.3 萬 | 0.89% | +9,697+19.4% | 加碼 |
| Oak Harvest Investment Services | 58,954 | $540.5 萬 | 1.78% | −454−0.8% | 減碼 |
| Wills Financial Group, Inc. | 58,245 | $534.0 萬 | 2.31% | +530+0.9% | 加碼 |
| Mirabella Financial Services LLP | 19,903 | $532.2 萬 | 1.02% | −17,684−47.0% | 減碼 |
| Alerus Financial NA | 57,500 | $527.2 萬 | 0.53% | +2,977+5.5% | 加碼 |
| Benson Investment Management Company, Inc. | 57,341 | $525.8 萬 | 2.68% | +685+1.2% | 加碼 |
| Bluefin Capital Management, LLC | 56,296 | $516.2 萬 | 0.36% | +51,896+1,179.5% | 加碼 |
| Spectrum Management Group, LLC | 56,269 | $515.9 萬 | 0.91% | +5,583+11.0% | 加碼 |
| Stephens Inc | 55,690 | $510.6 萬 | 0.08% | +4,891+9.6% | 加碼 |
| Northern Oak Wealth Management Inc | 55,637 | $510.1 萬 | 0.62% | +1,429+2.6% | 加碼 |
| Atria Investments LLC | 55,448 | $508.4 萬 | 0.10% | +9,715+21.2% | 加碼 |
| K.J. Harrison & Partners Inc | 55,350 | $508.0 萬 | 0.73% | +7,800+16.4% | 加碼 |
| First Hawaiian Bank | 55,128 | $505.5 萬 | 0.21% | −7,871−12.5% | 減碼 |
| HAP Trading, LLC | 53,990 | $495.0 萬 | 0.31% | +53,990 | 新進 |
| Banque Cantonale Vaudoise | 53,951 | $494.6 萬 | 0.22% | +26,490+96.5% | 加碼 |
| Advisor Partners LLC | 53,609 | $491.4 萬 | 0.32% | −780−1.4% | 減碼 |
| Mark Stevens | 52,395 | $480.4 萬 | 0.53% | −5,925−10.2% | 減碼 |
| Baxter Bros Inc | 51,867 | $475.6 萬 | 0.75% | +1,907+3.8% | 加碼 |
| Coldstream Capital Management Inc | 51,609 | $473.2 萬 | 0.19% | −192−0.4% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $473.1 萬 | 0.79% | +12,000+30.3% | 加碼 |
| NWK Group, Inc. | 51,062 | $468.2 萬 | 1.87% | +108+0.2% | 加碼 |
| Regent Investment Management LLC | 50,880 | $466.5 萬 | 1.09% | −2,665−5.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 50,790 | $465.7 萬 | 0.38% | +1,957+4.0% | 加碼 |
| Modera Wealth Management, LLC | 50,273 | $461.0 萬 | 0.25% | +185+0.4% | 加碼 |
| Washington Trust Bank | 50,062 | $459.0 萬 | 0.54% | −113−0.2% | 減碼 |
| Hudson Valley Investment Advisors Inc | 49,903 | $457.6 萬 | 0.80% | +850+1.7% | 加碼 |
| Argus Investors' Counsel, Inc. | 49,700 | $455.7 萬 | 1.85% | −7,000−12.3% | 減碼 |
| FDx Advisors, Inc. | 49,541 | $454.2 萬 | 0.15% | −9,293−15.8% | 減碼 |
| Odey Asset Management Group Ltd | 49,400 | $452.9 萬 | 1.02% | −27,700−35.9% | 減碼 |
| Heritage Trust Co | 49,389 | $452.8 萬 | 0.65% | −2,924−5.6% | 減碼 |
| Jefferies Group LLC | 49,145 | $450.6 萬 | 0.08% | −3,784−7.1% | 減碼 |