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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 48,989 | $449.2 萬 | 0.33% | −2,890−5.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 48,897 | $448.3 萬 | 0.43% | +48,897 | 新進 |
| Arrow Financial Corp | 48,687 | $446.5 萬 | 0.57% | −1,268−2.5% | 減碼 |
| Albion Financial Group | 48,133 | $441.3 萬 | 0.38% | +48,133 | 新進 |
| Institutional & Family Asset Management, LLC | 47,989 | $440.0 萬 | 0.73% | −7,707−13.8% | 減碼 |
| Cumberland Partners Ltd | 47,929 | $439.5 萬 | 0.34% | +9,475+24.6% | 加碼 |
| SkyOak Wealth, LLC | 47,418 | $434.8 萬 | 1.16% | +61+0.1% | 加碼 |
| Elk River Wealth Management, LLC | 47,201 | $432.8 萬 | 1.12% | +2,096+4.6% | 加碼 |
| Level Four Advisory Services, LLC | 47,007 | $431.0 萬 | 0.30% | +341+0.7% | 加碼 |
| Neville Rodie & Shaw Inc | 46,698 | $428.2 萬 | 0.33% | +14,408+44.6% | 加碼 |
| Ninety One SA (PTY) Ltd | 47,083 | $427.5 萬 | 1.57% | −4,896−9.4% | 減碼 |
| CWM, LLC | 46,331 | $424.8 萬 | 0.03% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 46,226 | $423.8 萬 | 0.30% | +2,294+5.2% | 加碼 |
| Teza Capital Management LLC | 46,034 | $422.1 萬 | 0.68% | −43,781−48.7% | 減碼 |
| Cigna Investments Inc | 45,836 | $420.3 萬 | 0.30% | −7,439−14.0% | 減碼 |
| Tocqueville Asset Management L.P. | 45,834 | $420.3 萬 | 0.06% | +2,503+5.8% | 加碼 |
| Veritable, L.P. | 45,794 | $419.9 萬 | 0.07% | +407+0.9% | 加碼 |
| Usca Ria LLC | 45,479 | $417.0 萬 | 0.25% | +2,745+6.4% | 加碼 |
| Norinchukin Bank, The | 45,355 | $415.9 萬 | 0.06% | −969−2.1% | 減碼 |
| Roanoke Asset Management Corp | 45,278 | $415.2 萬 | 1.44% | +10,925+31.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 45,059 | $413.1 萬 | 0.04% | +12,045+36.5% | 加碼 |
| Illinois Municipal Retirement Fund | 44,879 | $411.5 萬 | 0.17% | −25,129−35.9% | 減碼 |
| Massmutual Trust Co FSB | 44,637 | $409.3 萬 | 0.17% | −236−0.5% | 減碼 |
| Markston International LLC | 44,616 | $409.1 萬 | 2.49% | −132,286−74.8% | 減碼 |
| York Capital Management Global Advisors, LLC | 44,348 | $406.7 萬 | 0.46% | +4,882+12.4% | 加碼 |
| Joel Isaacson & Co., LLC | 44,269 | $405.9 萬 | 0.32% | +150.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 44,073 | $404.1 萬 | 0.57% | +18,388+71.6% | 加碼 |
| MRJ Capital Inc | 44,069 | $404.0 萬 | 2.35% | −400−0.9% | 減碼 |
| Lincluden Management Ltd | 44,043 | $403.8 萬 | 0.39% | −685−1.5% | 減碼 |
| KCS Wealth Advisory | 43,861 | $402.2 萬 | 1.89% | +631+1.5% | 加碼 |
| Baird Financial Group, Inc. | 43,610 | $399.9 萬 | 0.01% | +4,168+10.6% | 加碼 |
| Central Trust Co | 43,230 | $396.4 萬 | 0.14% | +10,324+31.4% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 43,125 | $395.4 萬 | 2.50% | −400−0.9% | 減碼 |
| Glenmede Trust Co NA | 42,550 | $390.0 萬 | 0.02% | −13,937−24.7% | 減碼 |
| Essex Investment Management Co LLC | 42,523 | $389.9 萬 | 0.45% | 00.0% | 不變 |
| AIA Group Ltd | 43,231 | $386.3 萬 | 0.27% | +18,803+77.0% | 加碼 |
| Kempen Capital Management N.V. | 42,118 | $386.2 萬 | 0.14% | +42,118 | 新進 |
| Donaldson Capital Management, LLC | 42,058 | $385.6 萬 | 0.20% | +5,667+15.6% | 加碼 |
| Huntington National Bank | 41,998 | $385.1 萬 | 0.04% | +10,800+34.6% | 加碼 |
| Patten & Patten Inc | 41,461 | $380.2 萬 | 0.29% | −7,567−15.4% | 減碼 |
| TD Private Client Wealth LLC | 40,998 | $375.9 萬 | 0.16% | −10,442−20.3% | 減碼 |
| Mitchell Capital Management Co | 40,694 | $373.1 萬 | 0.82% | +2,860+7.6% | 加碼 |
| Transcend Wealth Collective, LLC | 40,505 | $371.8 萬 | 0.53% | +1,722+4.4% | 加碼 |
| Hunter Associates Investment Management LLC | 40,415 | $370.6 萬 | 1.15% | +2,881+7.7% | 加碼 |
| Private Advisor Group, LLC | 40,243 | $369.0 萬 | 0.03% | +2,764+7.4% | 加碼 |
| World Asset Management Inc | 39,883 | $365.7 萬 | 0.33% | −2,824−6.6% | 減碼 |
| Allstate Corp | 39,442 | $361.6 萬 | 0.12% | −2,179−5.2% | 減碼 |
| Ethic Inc. | 39,324 | $360.6 萬 | 0.44% | +12,992+49.3% | 加碼 |
| Castleark Management LLC | 39,200 | $359.4 萬 | 0.12% | +39,200 | 新進 |
| IBM Retirement Fund | 39,170 | $359.1 萬 | 0.28% | −8,799−18.3% | 減碼 |
| Fma Advisory Inc | 38,870 | $356.4 萬 | 1.32% | −965−2.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 38,741 | $355.2 萬 | 0.38% | −3,480−8.2% | 減碼 |
| Los Angeles Capital Management LLC | 38,569 | $353.6 萬 | 0.02% | −168,306−81.4% | 減碼 |
| Van Eck Associates Corp | 38,417 | $352.2 萬 | 0.01% | −24,316−38.8% | 減碼 |
| Equitable Trust Co | 38,336 | $351.5 萬 | 0.23% | +2,290+6.4% | 加碼 |
| Northeast Investment Management | 37,927 | $347.8 萬 | 0.19% | +60.0% | 加碼 |
| Central Bank & Trust Co | 37,851 | $347.0 萬 | 0.56% | +37,783+55,563.2% | 加碼 |
| Rockefeller Capital Management L.P. | 37,558 | $344.3 萬 | 0.02% | −5,981−13.7% | 減碼 |
| SG Americas Securities, LLC | 37,262 | $341.7 萬 | 0.02% | −97,856−72.4% | 減碼 |
| Morse Asset Management, Inc | 36,923 | $338.5 萬 | 0.82% | −2,972−7.4% | 減碼 |
| Lazard Asset Management LLC | 36,885 | $338.1 萬 | 0.00% | −7,707−17.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 36,845 | $337.8 萬 | 0.06% | −1,432−3.7% | 減碼 |
| Affinity Investment Advisors, LLC | 36,775 | $337.2 萬 | 1.52% | −22,883−38.4% | 減碼 |
| Hancock Whitney Corp | 36,550 | $335.1 萬 | 0.11% | −3,312−8.3% | 減碼 |
| Sculati Wealth Management, LLC | 36,448 | $334.2 萬 | 1.77% | −75−0.2% | 減碼 |
| KCM Investment Advisors LLC | 36,357 | $333.4 萬 | 0.13% | −1,526−4.0% | 減碼 |
| TBH Global Asset Management, LLC | 36,158 | $331.6 萬 | 0.76% | +36,158 | 新進 |
| AlphaCrest Capital Management LLC | 36,097 | $331.0 萬 | 0.14% | −202,037−84.8% | 減碼 |
| Hennessy Advisors Inc | 36,000 | $330.1 萬 | 0.18% | 00.0% | 不變 |
| Logan Capital Management Inc | 35,586 | $326.3 萬 | 0.15% | +35,586 | 新進 |
| Capital International Inc | 35,251 | $323.2 萬 | 0.03% | −11,605−24.8% | 減碼 |
| Decatur Capital Management, Inc. | 35,183 | $322.6 萬 | 1.01% | +35,183 | 新進 |
| Chase Investment Counsel Corp | 35,126 | $322.0 萬 | 1.33% | −26,729−43.2% | 減碼 |
| Great Diamond Partners, LLC | 35,012 | $321.0 萬 | 0.91% | +738+2.2% | 加碼 |
| Redpoint Investment Management Pty Ltd | 34,951 | $320.5 萬 | 0.26% | −2,682−7.1% | 減碼 |
| TownSquare Capital, LLC | 35,517 | $320.4 萬 | 0.10% | +7,938+28.8% | 加碼 |
| Duality Advisers, LP | 34,938 | $320.3 萬 | 0.28% | −75,343−68.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 34,925 | $320.2 萬 | 0.03% | −1,521,747−97.8% | 減碼 |
| Spouting Rock Asset Management, LLC | 34,809 | $319.2 萬 | 0.98% | −11,998−25.6% | 減碼 |
| Point72 Europe (London) LLP | 34,700 | $318.2 萬 | 2.20% | −71,700−67.4% | 減碼 |
| Symmetry Partners, LLC | 34,350 | $315.0 萬 | 0.21% | −205−0.6% | 減碼 |
| Cohen Klingenstein LLC | 31,400 | $313.5 萬 | 0.13% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 33,844 | $310.3 萬 | 0.02% | −322,121−90.5% | 減碼 |
| HBK Investments L P | 33,496 | $307.1 萬 | 0.03% | +23,943+250.6% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 33,243 | $304.8 萬 | 2.22% | +33,243 | 新進 |
| Sowell Financial Services LLC | 33,236 | $304.7 萬 | 0.20% | −5,653−14.5% | 減碼 |
| Siemens Fonds Invest GmbH | 33,081 | $303.3 萬 | 0.36% | +1,667+5.3% | 加碼 |
| Varma Mutual Pension Insurance Co | 32,911 | $301.7 萬 | 0.04% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 32,817 | $300.9 萬 | 0.18% | +855+2.7% | 加碼 |
| Comerica Securities,inc. | 32,667 | $299.5 萬 | 0.23% | +7,122+27.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 32,541 | $298.4 萬 | 0.06% | +94+0.3% | 加碼 |
| Lipe & Dalton | 32,472 | $297.7 萬 | 1.55% | −99−0.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 32,375 | $296.8 萬 | 0.04% | +3,991+14.1% | 加碼 |
| Cerity Partners LLC | 32,041 | $293.8 萬 | 0.06% | −251−0.8% | 減碼 |
| Arcus Capital Partners, LLC | 31,983 | $293.3 萬 | 1.37% | 00.0% | 不變 |
| Seven Eight Capital, LP | 31,947 | $292.9 萬 | 0.41% | +31,947 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 31,901 | $292.5 萬 | 0.14% | −876−2.7% | 減碼 |
| Freedom Day Solutions, LLC | 31,791 | $291.5 萬 | 1.39% | −2,141−6.3% | 減碼 |
| Synovus Financial Corp | 31,718 | $291.3 萬 | 0.03% | +3,379+11.9% | 加碼 |
| Pitcairn Co | 31,566 | $289.4 萬 | 0.19% | −16,129−33.8% | 減碼 |