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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 13,322 | $122.1 萬 | 0.09% | +405+3.1% | 加碼 |
| 1st Source Bank | 13,307 | $122.0 萬 | 0.08% | −25−0.2% | 減碼 |
| Trust Asset Management LLC | 13,255 | $121.5 萬 | 0.16% | +1,834+16.1% | 加碼 |
| Principle Wealth Partners LLC | 13,187 | $120.9 萬 | 0.14% | −576−4.2% | 減碼 |
| Inscription Capital, LLC | 13,187 | $120.9 萬 | 0.14% | +13,187 | 新進 |
| AMG National Trust Bank | 13,091 | $120.1 萬 | 0.04% | −27−0.2% | 減碼 |
| Fulton Bank, N.A. | 13,070 | $119.8 萬 | 0.06% | −785−5.7% | 減碼 |
| Perigon Wealth Management, LLC | 13,040 | $119.6 萬 | 0.11% | +48+0.4% | 加碼 |
| Howland Capital Management LLC | 12,989 | $119.1 萬 | 0.06% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 12,970 | $118.9 萬 | 0.90% | +12,470+2,494.0% | 加碼 |
| Somerset Trust Co | 12,917 | $118.4 萬 | 0.48% | +71+0.6% | 加碼 |
| First National Trust Co | 12,885 | $118.2 萬 | 0.07% | −148−1.1% | 減碼 |
| Shay Capital LLC | 12,700 | $116.4 萬 | 0.28% | −37,300−74.6% | 減碼 |
| Berkshire Asset Management LLC | 12,644 | $115.9 萬 | 0.08% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 12,640 | $115.9 萬 | 0.05% | +1,064+9.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $115.5 萬 | 0.37% | 00.0% | 不變 |
| Norris Financial Group, LLC | 12,567 | $115.2 萬 | 0.78% | +101+0.8% | 加碼 |
| Delta Asset Management LLC | 12,564 | $115.2 萬 | 0.11% | −600−4.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 12,563 | $115.2 萬 | 0.11% | +173+1.4% | 加碼 |
| Bulltick Wealth Management, LLC | 12,522 | $114.8 萬 | 0.27% | +12,522 | 新進 |
| Southport Management, L.L.C. | 12,500 | $114.6 萬 | 3.88% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 12,406 | $113.7 萬 | 0.04% | +5,490+79.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 12,296 | $112.8 萬 | 0.11% | +9,718+377.0% | 加碼 |
| Windsor Group LTD | 12,269 | $112.5 萬 | 0.24% | +243+2.0% | 加碼 |
| Hills Bank & Trust Co | 12,251 | $112.4 萬 | 0.17% | −210−1.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,353 | $112.1 萬 | 0.00% | +2,470+25.0% | 加碼 |
| Legacy Wealth Partners, Inc. | 12,178 | $111.7 萬 | 0.62% | +12,178 | 新進 |
| Pacific Global Investment Management CO | 12,170 | $111.6 萬 | 0.22% | −42−0.3% | 減碼 |
| City Holding Co | 12,157 | $111.5 萬 | 0.20% | +5,751+89.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 12,082 | $110.8 萬 | 0.01% | −607−4.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,055 | $110.5 萬 | 0.07% | −1,999−14.2% | 減碼 |
| Abbrea Capital, LLC | 12,050 | $110.5 萬 | 0.17% | +2,030+20.3% | 加碼 |
| Trust Co of Toledo NA | 11,839 | $108.5 萬 | 0.18% | −10.0% | 減碼 |
| Ballentine Partners, LLC | 11,797 | $108.2 萬 | 0.04% | +1,263+12.0% | 加碼 |
| Parcion Private Wealth LLC | 11,785 | $108.1 萬 | 0.11% | 00.0% | 不變 |
| Altium Wealth Management LLC | 11,705 | $107.3 萬 | 0.08% | +905+8.4% | 加碼 |
| Quadrant Capital Group LLC | 11,648 | $106.8 萬 | 0.15% | +315+2.8% | 加碼 |
| Resources Investment Advisors, LLC. | 11,597 | $106.3 萬 | 0.04% | +5,319+84.7% | 加碼 |
| Atlas Private Wealth Advisors | 11,414 | $104.7 萬 | 0.57% | −55−0.5% | 減碼 |
| Ar Asset Management Inc | 11,400 | $104.5 萬 | 0.29% | 00.0% | 不變 |
| Intersect Capital LLC | 11,366 | $104.2 萬 | 0.18% | −755−6.2% | 減碼 |
| GFG Capital, LLC | 11,268 | $103.3 萬 | 0.31% | −57−0.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,259 | $103.2 萬 | 0.40% | 00.0% | 不變 |
| Avestar Capital, LLC | 11,242 | $103.1 萬 | 0.20% | +4,066+56.7% | 加碼 |
| NexWave Capital Partners LLC | 11,208 | $102.8 萬 | 1.97% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 11,195 | $102.6 萬 | 0.09% | +1,152+11.5% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 11,170 | $102.4 萬 | 0.03% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 11,154 | $102.3 萬 | 0.13% | +240+2.2% | 加碼 |
| TLWM | 11,094 | $101.6 萬 | 0.36% | +172+1.6% | 加碼 |
| Whittier Trust Co | 11,083 | $101.6 萬 | 0.02% | +1,409+14.6% | 加碼 |
| Washington Trust Co | 11,038 | $101.2 萬 | 0.03% | +121+1.1% | 加碼 |
| ARGI Investment Services, LLC | 11,037 | $101.2 萬 | 0.03% | +762+7.4% | 加碼 |
| Claraphi Advisory Network, LLC | 10,996 | $100.8 萬 | 0.30% | +142+1.3% | 加碼 |
| Parsec Financial Management, Inc. | 10,991 | $100.8 萬 | 0.05% | +1,207+12.3% | 加碼 |
| Strategic Investment Advisors | 10,945 | $100.4 萬 | 0.23% | +4,308+64.9% | 加碼 |
| United Services Automobile Association | 10,835 | $99.3 萬 | 0.02% | −5,818−34.9% | 減碼 |
| Venturi Wealth Management, LLC | 10,834 | $99.3 萬 | 0.09% | −609−5.3% | 減碼 |
| United Capital Financial Advisers, LLC | 10,819 | $99.2 萬 | 0.01% | −1,932−15.2% | 減碼 |
| Muhlenkamp & Co Inc | 10,805 | $99.1 萬 | 0.36% | 00.0% | 不變 |
| Hoey Investments, Inc | 10,787 | $98.9 萬 | 0.30% | −9,412−46.6% | 減碼 |
| Blueshift Asset Management, LLC | 10,770 | $98.8 萬 | 0.05% | −65,078−85.8% | 減碼 |
| Horizon Investments, LLC | 10,813 | $98.4 萬 | 0.03% | −35,059−76.4% | 減碼 |
| Cetera Advisors LLC | 10,719 | $98.0 萬 | 0.02% | −137−1.3% | 減碼 |
| Brown Brothers Harriman & Co | 10,634 | $97.5 萬 | 0.01% | +166+1.6% | 加碼 |
| Capula Management Ltd | 10,549 | $96.0 萬 | 0.17% | +10,549 | 新進 |
| Hilltop Holdings Inc. | 10,381 | $95.2 萬 | 0.11% | +2,813+37.2% | 加碼 |
| MAI Capital Management | 10,360 | $95.0 萬 | 0.02% | +1,241+13.6% | 加碼 |
| Columbia Trust Co 01012016 | 10,341 | $94.9 萬 | 0.54% | +1,544+17.6% | 加碼 |
| Northeast Financial Consultants Inc | 10,335 | $94.8 萬 | 0.06% | +114+1.1% | 加碼 |
| Bourgeon Capital Management LLC | 10,200 | $93.5 萬 | 0.20% | 00.0% | 不變 |
| Quantitative Systematic Strategies LLC | 10,190 | $93.4 萬 | 0.33% | −4,502−30.6% | 減碼 |
| Cornerstone Investment Partners, LLC | 10,138 | $93.0 萬 | 0.05% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 10,143 | $93.0 萬 | 0.82% | +10,143 | 新進 |
| Leith Wheeler Investment Counsel Ltd. | 10,121 | $92.8 萬 | 0.14% | 00.0% | 不變 |
| Barings LLC | 10,071 | $92.3 萬 | 0.02% | −21,009−67.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 10,036 | $92.0 萬 | 0.38% | 00.0% | 不變 |
| P.A.W. Capital Corp | 10,000 | $91.7 萬 | 0.78% | 00.0% | 不變 |
| Johnson Financial Group, LLC | 9,961 | $91.3 萬 | 0.18% | +2,191+28.2% | 加碼 |
| Cape Ann Savings Bank | 9,931 | $91.1 萬 | 0.57% | +9,931 | 新進 |
| Leavell Investment Management, Inc. | 11,496 | $89.3 萬 | 0.07% | 00.0% | 不變 |
| Hobart Private Capital, LLC | 9,712 | $89.0 萬 | 0.37% | −159−1.6% | 減碼 |
| Verdence Capital Advisors LLC | 9,711 | $89.0 萬 | 0.12% | −5,075−34.3% | 減碼 |
| Trilogy Capital Inc. | 9,539 | $88.5 萬 | 0.07% | +9,539 | 新進 |
| Brighton Jones LLC | 9,616 | $88.2 萬 | 0.05% | +582+6.4% | 加碼 |
| Financial Counselors Inc | 9,607 | $88.1 萬 | 0.02% | −6−0.1% | 減碼 |
| Smithfield Trust Co | 9,590 | $87.9 萬 | 0.06% | −94−1.0% | 減碼 |
| Fulcrum Asset Management LLP | – | $87.9 萬 | 0.37% | – | – |
| IMA Wealth, Inc. | 9,567 | $87.7 萬 | 0.20% | +585+6.5% | 加碼 |
| Trust Co of Vermont | 9,470 | $86.8 萬 | 0.06% | −154−1.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 9,461 | $86.7 萬 | 0.00% | −123,719−92.9% | 減碼 |
| Bradley Foster & Sargent Inc | 9,459 | $86.7 萬 | 0.02% | +50+0.5% | 加碼 |
| Deseret Mutual Benefit Administrators | 9,418 | $86.4 萬 | 0.21% | +9,418 | 新進 |
| Baker Tilly Wealth Management, LLC | 9,416 | $86.3 萬 | 0.14% | +627+7.1% | 加碼 |
| Laurion Capital Management LP | 9,390 | $86.1 萬 | 0.01% | −413,267−97.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 9,398 | $86.1 萬 | 0.01% | −725−7.2% | 減碼 |
| Corsair Capital Management, L.P. | 9,341 | $85.6 萬 | 0.15% | −87−0.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 9,287 | $85.1 萬 | 0.23% | +901+10.7% | 加碼 |
| Stonnington Group, LLC | 9,700 | $85.0 萬 | 0.19% | −300−3.0% | 減碼 |
| Community Trust & Investment Co | 9,272 | $85.0 萬 | 0.08% | +3,732+67.4% | 加碼 |
| First Horizon Advisors, Inc. | 9,270 | $84.8 萬 | 0.05% | −465−4.8% | 減碼 |