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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 19,149 | $175.6 萬 | 0.10% | +19,149 | 新進 |
| Bank of Hawaii | 19,040 | $174.6 萬 | 0.10% | −700−3.5% | 減碼 |
| Savant Capital, LLC | 18,972 | $174.0 萬 | 0.07% | +19+0.1% | 加碼 |
| Sigma Planning Corp | 18,483 | $169.5 萬 | 0.05% | +7,230+64.2% | 加碼 |
| Gries Financial LLC | 17,588 | $169.4 萬 | 0.54% | −8,486−32.5% | 減碼 |
| Financial Advocates Investment Management | 18,370 | $168.5 萬 | 0.12% | +15,433+525.5% | 加碼 |
| Richard Bernstein Advisors LLC | 18,369 | $168.4 萬 | 0.03% | 00.0% | 不變 |
| Balasa Dinverno & Foltz LLC | 18,239 | $167.2 萬 | 0.12% | +747+4.3% | 加碼 |
| Rational Advisors LLC | 18,227 | $167.1 萬 | 0.20% | −1,216−6.3% | 減碼 |
| Gotham Asset Management, LLC | 18,197 | $166.8 萬 | 0.07% | −12,947−41.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 18,134 | $166.3 萬 | 0.78% | −1,007−5.3% | 減碼 |
| NVWM, LLC | 18,083 | $165.8 萬 | 0.60% | +303+1.7% | 加碼 |
| CAPROCK Group, Inc. | 17,967 | $164.7 萬 | 0.15% | +2,407+15.5% | 加碼 |
| Sage Rhino Capital LLC | 17,761 | $162.9 萬 | 0.48% | +413+2.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 31,361 | $161.7 萬 | 0.06% | +2,319+8.0% | 加碼 |
| Trust Investment Advisors | 17,572 | $161.1 萬 | 1.43% | −726−4.0% | 減碼 |
| Amica Retiree Medical Trust | 17,468 | $160.2 萬 | 1.01% | +7,035+67.4% | 加碼 |
| Empirical Finance, LLC | 17,349 | $159.1 萬 | 0.26% | +2,840+19.6% | 加碼 |
| GPS Wealth Strategies Group, LLC | 17,316 | $158.8 萬 | 0.40% | +2,042+13.4% | 加碼 |
| White Pine Capital LLC | 16,250 | $156.0 萬 | 0.46% | +400+2.5% | 加碼 |
| Conning Inc. | 17,002 | $155.9 萬 | 0.05% | −2,190−11.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 16,953 | $155.4 萬 | 0.03% | +76+0.5% | 加碼 |
| Asio Capital, LLC | 16,743 | $153.5 萬 | 0.54% | +848+5.3% | 加碼 |
| Trust Co of Oklahoma | 16,726 | $153.4 萬 | 0.52% | +16,726 | 新進 |
| FourThought Financial, LLC | 16,700 | $153.1 萬 | 0.20% | −7,859−32.0% | 減碼 |
| Intact Investment Management Inc. | 16,700 | $153.1 萬 | 0.04% | +3,500+26.5% | 加碼 |
| Optimal Asset Management, Inc. | 16,640 | $152.6 萬 | 0.18% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 15,672 | $150.4 萬 | 0.35% | −24,308−60.8% | 減碼 |
| Acropolis Investment Management, LLC | 16,406 | $150.4 萬 | 0.15% | −288−1.7% | 減碼 |
| 44 Wealth Management LLC | 16,385 | $150.2 萬 | 0.58% | −45−0.3% | 減碼 |
| SevenBridge Financial Group, LLC | 16,311 | $149.6 萬 | 0.49% | −95−0.6% | 減碼 |
| Claybrook Capital, LLC | 16,311 | $149.6 萬 | 0.49% | +16,311 | 新進 |
| KMG Fiduciary Partners, LLC | 16,302 | $149.5 萬 | 0.26% | +801+5.2% | 加碼 |
| Koshinski Asset Management, Inc. | 16,279 | $149.3 萬 | 0.19% | −11,150−40.7% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 16,239 | $148.9 萬 | 0.42% | +240+1.5% | 加碼 |
| Diversified Trust Co | 16,234 | $148.8 萬 | 0.05% | +2,058+14.5% | 加碼 |
| Snowden Capital Advisors LLC | 16,223 | $148.7 萬 | 0.07% | +5,533+51.8% | 加碼 |
| Pearl River Capital, LLC | 16,185 | $148.4 萬 | 0.41% | −33,947−67.7% | 減碼 |
| IHT Wealth Management, LLC | 16,178 | $148.3 萬 | 0.09% | +12,105+297.2% | 加碼 |
| Cornercap Investment Counsel Inc | 16,098 | $147.6 萬 | 0.16% | −560−3.4% | 減碼 |
| Moors & Cabot, Inc. | 20,513 | $147.5 萬 | 0.10% | +478+2.4% | 加碼 |
| Wedbush Securities Inc | 15,958 | $146.3 萬 | 0.07% | −1,719−9.7% | 減碼 |
| Duff & Phelps Investment Management Co | 15,925 | $146.0 萬 | 0.02% | −1,370−7.9% | 減碼 |
| McDonald Partners LLC | 15,896 | $145.8 萬 | 0.34% | −244−1.5% | 減碼 |
| Centaurus Financial, Inc. | 15,869 | $145.5 萬 | 0.12% | −4,121−20.6% | 減碼 |
| L2 Asset Management, LLC | 15,723 | $144.2 萬 | 1.35% | −9,696−38.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 15,657 | $143.6 萬 | 0.07% | +6,617+73.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,608 | $143.1 萬 | 0.04% | +632+4.2% | 加碼 |
| Delphi Management Inc | 15,561 | $142.7 萬 | 1.36% | −1,211−7.2% | 減碼 |
| Xcel Wealth Management, LLC | 15,510 | $142.2 萬 | 0.43% | −50−0.3% | 減碼 |
| Institute for Wealth Management, LLC. | 15,500 | $142.1 萬 | 0.25% | −196−1.2% | 減碼 |
| Oak Asset Management, LLC | 15,438 | $141.6 萬 | 0.60% | −1,000−6.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 15,406 | $141.3 萬 | 0.17% | +950+6.6% | 加碼 |
| Signaturefd, LLC | 15,376 | $141.0 萬 | 0.06% | +1,598+11.6% | 加碼 |
| Intrust Bank NA | 15,335 | $140.6 萬 | 0.19% | −504−3.2% | 減碼 |
| Diligent Investors, LLC | 15,267 | $140.0 萬 | 0.48% | −461−2.9% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 15,239 | $139.7 萬 | 0.01% | −2,600−14.6% | 減碼 |
| Gsa Capital Partners LLP | 15,200 | $139.4 萬 | 0.16% | −14,970−49.6% | 減碼 |
| Bank Hapoalim BM | 15,162 | $139.0 萬 | 0.16% | +1,210+8.7% | 加碼 |
| Meridian Wealth Management, LLC | 15,142 | $138.8 萬 | 0.18% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 15,061 | $138.1 萬 | 0.92% | +15,061 | 新進 |
| Parkside Investments, LLC | 15,000 | $137.5 萬 | 0.26% | −3,000−16.7% | 減碼 |
| Capital Management Associates | 15,000 | $137.5 萬 | 1.32% | 00.0% | 不變 |
| Coastline Trust Co | 14,980 | $137.3 萬 | 0.17% | +290+2.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 14,969 | $137.3 萬 | 0.04% | −7,372−33.0% | 減碼 |
| Calamos Wealth Management LLC | 14,962 | $137.2 萬 | 0.11% | +1,839+14.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 14,870 | $136.3 萬 | 0.05% | +11,101+294.5% | 加碼 |
| Kinneret Advisory, LLC | 14,679 | $134.6 萬 | 0.16% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 14,630 | $134.1 萬 | 0.03% | −60,223−80.5% | 減碼 |
| Am Investment Strategies LLC | 14,552 | $133.4 萬 | 0.34% | +51+0.4% | 加碼 |
| Lavaca Capital LLC | 14,532 | $133.2 萬 | 0.69% | +14,532 | 新進 |
| Aft, Forsyth & Sober, LLC | 14,500 | $133.0 萬 | 0.50% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 14,482 | $132.8 萬 | 0.09% | +9,897+215.9% | 加碼 |
| Jackson Creek Investment Advisors LLC | 14,453 | $132.5 萬 | 0.49% | −20−0.1% | 減碼 |
| Csenge Advisory Group | 14,383 | $132.4 萬 | 0.12% | −2,303−13.8% | 減碼 |
| Brasada Capital Management, LP | 14,202 | $130.2 萬 | 0.26% | +757+5.6% | 加碼 |
| Green Harvest Asset Management LLC | 14,174 | $130.0 萬 | 0.24% | +356+2.6% | 加碼 |
| Atlas Private Wealth Management | 13,967 | $128.1 萬 | 0.79% | +919+7.0% | 加碼 |
| S&CO Inc | 13,915 | $127.5 萬 | 0.10% | −4,316−23.7% | 減碼 |
| InterOcean Capital Group, LLC | 13,881 | $127.3 萬 | 0.07% | −2,608−15.8% | 減碼 |
| Checchi Capital Advisers, LLC | 13,857 | $127.1 萬 | 0.16% | −371−2.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 13,846 | $127.0 萬 | 0.35% | +2,438+21.4% | 加碼 |
| CAMG Solamere Management, LLC | 13,799 | $126.5 萬 | 1.09% | −132−0.9% | 減碼 |
| Sentry Investment Management LLC | 13,784 | $126.4 萬 | 0.32% | +1,330+10.7% | 加碼 |
| Excalibur Management Corp | 13,776 | $126.3 萬 | 0.57% | −108−0.8% | 減碼 |
| Steel Peak Wealth Management LLC | 13,709 | $125.7 萬 | 0.09% | −6,369−31.7% | 減碼 |
| Triangle Securities Wealth Management | 13,675 | $125.4 萬 | 0.42% | −1,406−9.3% | 減碼 |
| Toroso Investments, LLC | 13,630 | $125.0 萬 | 0.05% | +5,791+73.9% | 加碼 |
| Icon Advisers Inc | 13,600 | $124.7 萬 | 0.20% | −38,200−73.7% | 減碼 |
| Ashburton (Jersey) Ltd | 13,568 | $124.4 萬 | 0.52% | +13,568 | 新進 |
| Legacy Wealth Asset Management, LLC | 13,546 | $124.2 萬 | 0.55% | −360−2.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 13,542 | $124.2 萬 | 0.15% | +661+5.1% | 加碼 |
| Vanguard Capital Wealth Advisors | 13,553 | $124.2 萬 | 0.94% | +4,100+43.4% | 加碼 |
| Systematic Financial Management LP | 13,500 | $123.8 萬 | 0.04% | 00.0% | 不變 |
| Centiva Capital, LP | 13,467 | $123.5 萬 | 0.10% | +5,741+74.3% | 加碼 |
| Dakota Wealth Management | 13,425 | $123.1 萬 | 0.15% | +2,400+21.8% | 加碼 |
| Investors Research Corp | 13,416 | $123.0 萬 | 0.43% | 00.0% | 不變 |
| Caldwell Trust Co | 13,411 | $123.0 萬 | 0.16% | −56−0.4% | 減碼 |
| Pallas Capital Advisors LLC | 12,759 | $122.9 萬 | 0.17% | +890+7.5% | 加碼 |
| Capital Investment Advisors, LLC | 13,328 | $122.2 萬 | 0.04% | +1,989+17.5% | 加碼 |