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 3 季 13F 持有人
Morgan Stanley 在 2021/9/30 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
- 1,592
- 較 2021 年第 2 季 +63 家
- 持有股數
- 15.3 億
- 較 2021 年第 2 季 −3,712 萬 (−2.4%)
- 總市值
- $1,488 億
- 較 2021 年第 2 季 +$52.4 億 (+3.7%)
- 新進機構
- 138
- 另有 555 家加碼
- 清倉機構
- 75
- 另有 660 家減碼
另有 21 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 | $2,181 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $366.9 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 127,805,645 | $124.4 億 | 0.66% | −1,888,387−1.5% | 減碼 |
| Vanguard Group Inc | 118,588,683 | $115.4 億 | 0.29% | −2,040,907−1.7% | 減碼 |
| BlackRock Inc. | 113,197,098 | $110.2 億 | 0.31% | −7,328,049−6.1% | 減碼 |
| Price T Rowe Associates Inc | 53,543,625 | $52.1 億 | 0.49% | −4,786,484−8.2% | 減碼 |
| FMR LLC | 43,032,639 | $41.9 億 | 0.33% | −1,556,071−3.5% | 減碼 |
| Wellington Management Group LLP | 42,695,321 | $41.5 億 | 0.71% | +4,477,785+11.7% | 加碼 |
| JPMorgan Chase & Co | 42,013,266 | $40.9 億 | 0.54% | −10,814,433−20.5% | 減碼 |
| Geode Capital Management, LLC | 23,667,279 | $23.0 億 | 0.31% | −452,962−1.9% | 減碼 |
| Bank of America Corp | 23,097,353 | $22.5 億 | 0.25% | +1,122,216+5.1% | 加碼 |
| Massachusetts Financial Services Co | 19,989,339 | $19.5 億 | 0.57% | +1,668,662+9.1% | 加碼 |
| Nuveen Asset Management, LLC | 18,863,212 | $18.4 億 | 0.57% | +1,174,567+6.6% | 加碼 |
| Norges Bank | 16,600,366 | $16.2 億 | 0.36% | −1,966,870−10.6% | 減碼 |
| Ameriprise Financial Inc | 16,341,611 | $15.9 億 | 0.51% | −1,125,178−6.4% | 減碼 |
| Northern Trust Corp | 15,157,263 | $14.7 億 | 0.26% | −1,629,463−9.7% | 減碼 |
| Eagle Capital Management LLC | 15,010,646 | $14.6 億 | 4.29% | −479,253−3.1% | 減碼 |
| Bank of New York Mellon Corp | 14,133,386 | $13.8 億 | 0.27% | +1,229,381+9.5% | 加碼 |
| Janus Henderson Group PLC | 13,302,591 | $12.9 億 | 0.57% | −673,859−4.8% | 減碼 |
| Dimensional Fund Advisors LP | 11,505,673 | $11.2 億 | 0.36% | −92,970−0.8% | 減碼 |
| Bank of Montreal | 10,621,064 | $10.6 億 | 0.53% | −243,734−2.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 10,251,695 | $9.98 億 | 0.82% | +921,218+9.9% | 加碼 |
| Fisher Asset Management, LLC | 9,973,831 | $9.71 億 | 0.60% | +231,534+2.4% | 加碼 |
| Primecap Management Co | 9,814,035 | $9.55 億 | 0.67% | −229,938−2.3% | 減碼 |
| Legal & General Group Plc | 9,642,588 | $9.38 億 | 0.31% | +204,126+2.2% | 加碼 |
| Capital Research Global Investors | 9,552,799 | $9.30 億 | 0.22% | +8,786,406+1,146.5% | 加碼 |
| Goldman Sachs Group Inc | 9,420,206 | $9.17 億 | 0.23% | +1,911,640+25.5% | 加碼 |
| Invesco Ltd. | 9,166,682 | $8.92 億 | 0.23% | −2,190,818−19.3% | 減碼 |
| GQG Partners LLC | 7,834,711 | $7.62 億 | 2.09% | +603,958+8.4% | 加碼 |
| Charles Schwab Investment Management Inc | 7,085,036 | $6.89 億 | 0.23% | −76,094−1.1% | 減碼 |
| FIL Ltd | 6,418,882 | $6.25 億 | 0.69% | −972,212−13.2% | 減碼 |
| UBS Asset Management Americas Inc | 5,809,527 | $5.65 億 | 0.23% | +166,857+3.0% | 加碼 |
| Canada Pension Plan Investment Board | 5,804,217 | $5.65 億 | 0.64% | +1,6810.0% | 加碼 |
| UBS Group AG | 5,550,886 | $5.40 億 | 0.23% | −15,921−0.3% | 減碼 |
| Royal Bank of Canada | 5,469,515 | $5.32 億 | 0.15% | +381,705+7.5% | 加碼 |
| Wells Fargo & Company | 5,389,903 | $5.24 億 | 0.12% | −124,726−2.3% | 減碼 |
| Parametric Portfolio Associates LLC | 5,297,300 | $5.15 億 | 0.29% | +125,825+2.4% | 加碼 |
| 1832 Asset Management L.P. | 5,115,880 | $5.13 億 | 0.96% | +5,115,272+841,327.6% | 加碼 |
| Barclays PLC | 5,265,085 | $5.12 億 | 0.36% | +966,133+22.5% | 加碼 |
| Franklin Resources Inc | 4,932,817 | $4.80 億 | 0.18% | −2,717,684−35.5% | 減碼 |
| Capital World Investors | 4,926,990 | $4.79 億 | 0.08% | +11,243+0.2% | 加碼 |
| LSV Asset Management | 4,903,333 | $4.77 億 | 0.86% | −256,867−5.0% | 減碼 |
| TD Asset Management Inc | 4,770,249 | $4.64 億 | 0.48% | −255,237−5.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,170,455 | $4.06 億 | 0.25% | −282,814−6.4% | 減碼 |
| Deutsche Bank AG | 3,786,966 | $3.69 億 | 0.17% | +119,417+3.3% | 加碼 |
| Macquarie Group Ltd | 3,734,710 | $3.63 億 | 0.31% | −225,124−5.7% | 減碼 |
| Principal Financial Group Inc | 3,720,385 | $3.62 億 | 0.24% | −14,916−0.4% | 減碼 |
| Allianz Asset Management GmbH | 3,647,359 | $3.55 億 | 0.29% | −689,418−15.9% | 減碼 |
| Lord, Abbett & Co. LLC | 3,632,793 | $3.54 億 | 0.85% | +340,437+10.3% | 加碼 |
| Amundi | 3,453,349 | $3.36 億 | 0.24% | −248,328−6.7% | 減碼 |
| New York State Common Retirement Fund | 3,442,999 | $3.35 億 | 0.36% | −232,740−6.3% | 減碼 |
| Fayez Sarofim & Co | 3,402,624 | $3.31 億 | 1.10% | −5,805−0.2% | 減碼 |
| Alliancebernstein L.P. | 3,368,631 | $3.28 億 | 0.13% | −328,256−8.9% | 減碼 |
| Millennium Management LLC | 3,288,057 | $3.20 億 | 0.42% | +261,948+8.7% | 加碼 |
| Credit Suisse AG | 3,278,427 | $3.19 億 | 0.26% | −1,232,342−27.3% | 減碼 |
| California Public Employees Retirement System | 3,078,482 | $3.00 億 | 0.22% | −57,149−1.8% | 減碼 |
| Agf Investments Inc. | 3,029,965 | $2.95 億 | 2.26% | +40,737+1.4% | 加碼 |
| Citigroup Inc | 2,954,137 | $2.87 億 | 0.29% | −262,870−8.2% | 減碼 |
| Nordea Investment Management AB | 2,748,907 | $2.74 億 | 0.36% | −8,358−0.3% | 減碼 |
| Ontario Teachers Pension Plan Board | 2,769,657 | $2.70 億 | 1.04% | −1,166,312−29.6% | 減碼 |
| Schroder Investment Management Group | 2,756,062 | $2.68 億 | 0.43% | −495,508−15.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,739,524 | $2.67 億 | 0.25% | −44,601−1.6% | 減碼 |
| Eaton Vance Management | 2,750,390 | $2.66 億 | 0.37% | −166,874−5.7% | 減碼 |
| Cullen Capital Management LLC | 2,680,313 | $2.61 億 | 2.56% | −270,376−9.2% | 減碼 |
| Citadel Advisors LLC | 2,568,893 | $2.50 億 | 0.28% | +1,124,607+77.9% | 加碼 |
| California State Teachers Retirement System | 2,472,924 | $2.41 億 | 0.31% | −52,325−2.1% | 減碼 |
| AMF Pensionsforsakring AB | 2,422,866 | $2.36 億 | 1.71% | +268,302+12.5% | 加碼 |
| Rhumbline Advisers | 2,328,524 | $2.27 億 | 0.31% | −118,562−4.8% | 減碼 |
| HSBC Holdings PLC | 2,259,101 | $2.21 億 | 0.25% | −30,226−1.3% | 減碼 |
| KBC Group NV | 2,220,127 | $2.16 億 | 0.79% | +59,686+2.8% | 加碼 |
| Focused Investors LLC | 2,179,800 | $2.12 億 | 7.07% | −70,200−3.1% | 減碼 |
| Susquehanna International Group, LLP | 2,146,205 | $2.09 億 | 0.27% | +10,046+0.5% | 加碼 |
| State of Wisconsin Investment Board | 1,976,349 | $1.92 億 | 0.40% | +556,820+39.2% | 加碼 |
| First Trust Advisors LP | 1,974,452 | $1.92 億 | 0.21% | −131,066−6.2% | 減碼 |
| National Pension Service | 1,924,282 | $1.87 億 | 0.36% | −6,704−0.3% | 減碼 |
| Ensign Peak Advisors, Inc | 1,922,826 | $1.87 億 | 0.39% | −171,197−8.2% | 減碼 |
| Envestnet Asset Management Inc | 1,881,926 | $1.83 億 | 0.10% | +564,729+42.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,842,771 | $1.79 億 | 4.67% | −20,434−1.1% | 減碼 |
| Neuberger Berman Group LLC | 1,832,617 | $1.76 億 | 0.15% | −22,930−1.2% | 減碼 |
| First Republic Investment Management, Inc. | 1,804,838 | $1.76 億 | 0.43% | +399,341+28.4% | 加碼 |
| New York State Teachers Retirement System | 1,764,623 | $1.72 億 | 0.36% | −75,616−4.1% | 減碼 |
| Pzena Investment Management LLC | 1,754,556 | $1.71 億 | 0.68% | −654,722−27.2% | 減碼 |
| Fifth Third Bancorp | 1,715,592 | $1.67 億 | 0.73% | +6,038+0.4% | 加碼 |
| Alphinity Investment Management Pty Ltd | 1,651,325 | $1.61 億 | 5.98% | −298,562−15.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,644,878 | $1.60 億 | 0.31% | −78,938−4.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,611,234 | $1.57 億 | 0.31% | −66,500−4.0% | 減碼 |
| Prudential Financial Inc | 1,600,347 | $1.56 億 | 0.22% | −1,905,797−54.4% | 減碼 |
| Commerce Bank | 1,589,903 | $1.55 億 | 1.09% | +18,023+1.1% | 加碼 |
| Railway Pension Investments Ltd | 1,574,222 | $1.53 億 | 1.24% | +59,200+3.9% | 加碼 |
| American Century Companies Inc | 1,565,815 | $1.52 億 | 0.10% | −13,762−0.9% | 減碼 |
| Thrivent Financial for Lutherans | 1,528,842 | $1.49 億 | 0.30% | +7,245+0.5% | 加碼 |
| Great West Life Assurance Co | 1,472,684 | $1.44 億 | 0.34% | +8,962+0.6% | 加碼 |
| Artisan Partners Limited Partnership | 1,477,954 | $1.44 億 | 0.18% | −14,860−1.0% | 減碼 |
| Westfield Capital Management Co LP | 1,433,446 | $1.39 億 | 0.84% | +136,156+10.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,361,885 | $1.37 億 | 0.38% | −524,819−27.8% | 減碼 |
| Tesco Pension Investment Ltd | 1,352,706 | $1.32 億 | 2.42% | −76,405−5.3% | 減碼 |
| Ninety One UK Ltd | 1,340,566 | $1.30 億 | 0.33% | −669,905−33.3% | 減碼 |
| Mackenzie Financial Corp | 1,327,975 | $1.29 億 | 0.18% | −98,911−6.9% | 減碼 |
| Natixis Advisors, L.P. | 1,299,568 | $1.26 億 | 0.52% | −42,897−3.2% | 減碼 |
| Evercore Wealth Management, LLC | 1,271,587 | $1.24 億 | 2.24% | −16,128−1.3% | 減碼 |
| Epoch Investment Partners, Inc. | 1,251,092 | $1.22 億 | 0.68% | −785,642−38.6% | 減碼 |