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 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 | 2,746 | $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 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 |
|---|---|---|---|---|---|
| Emerald Advisors, LLC | 6,840 | $66.6 萬 | 0.19% | −1,930−22.0% | 減碼 |
| First National Bank of Hutchinson | 6,860 | $66.8 萬 | 0.37% | +73+1.1% | 加碼 |
| EP Wealth Advisors, LLC | 6,901 | $67.2 萬 | 0.02% | +514+8.0% | 加碼 |
| IFG Advisors, LLC | 6,932 | $67.5 萬 | 0.31% | +1,449+26.4% | 加碼 |
| Lokken Investment Group LLC | 6,967 | $67.8 萬 | 0.54% | −267−3.7% | 減碼 |
| Robotti Robert | 7,000 | $68.1 萬 | 0.16% | −2,000−22.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,080 | $68.9 萬 | 0.05% | +855+13.7% | 加碼 |
| Salzhauer Michael | 7,140 | $69.5 萬 | 0.31% | 00.0% | 不變 |
| First Midwest Bank Trust Division | 7,133 | $69.5 萬 | 0.10% | +3,332+87.7% | 加碼 |
| Quantamental Technologies LLC | 7,154 | $69.6 萬 | 0.47% | +7,154 | 新進 |
| Welch & Forbes LLC | 7,233 | $70.4 萬 | 0.01% | 00.0% | 不變 |
| Hoey Investments, Inc | 7,287 | $70.9 萬 | 0.22% | −3,500−32.4% | 減碼 |
| Somerville Kurt F | 7,347 | $71.5 萬 | 0.11% | −300−3.9% | 減碼 |
| Valeo Financial Advisors, LLC | 7,383 | $71.8 萬 | 0.04% | +998+15.6% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 7,400 | $72.0 萬 | 0.10% | +5,070+217.6% | 加碼 |
| Asset Management Corp | 7,409 | $72.1 萬 | 0.45% | +11+0.1% | 加碼 |
| Kore Private Wealth LLC | 7,420 | $72.2 萬 | 0.08% | +960+14.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,426 | $72.3 萬 | 0.03% | +805+12.2% | 加碼 |
| Magnus Financial Group LLC | 7,445 | $72.4 萬 | 0.15% | +47+0.6% | 加碼 |
| Sawtooth Solutions, LLC | 7,447 | $72.5 萬 | 0.11% | +2,331+45.6% | 加碼 |
| WESPAC Advisors, LLC | 7,450 | $72.5 萬 | 0.45% | +2,951+65.6% | 加碼 |
| Red Cedar Investment Management, LLC | 7,501 | $73.0 萬 | 0.10% | +7,501 | 新進 |
| Orca Investment Management, LLC | 7,514 | $73.1 萬 | 0.64% | −1,052−12.3% | 減碼 |
| Precision Wealth Strategies, LLC | 7,539 | $73.4 萬 | 0.57% | +3,252+75.9% | 加碼 |
| Echo Street Capital Management LLC | 7,590 | $73.9 萬 | 0.01% | +5,082+202.6% | 加碼 |
| Canton Hathaway, LLC | 7,627 | $74.2 萬 | 0.21% | +902+13.4% | 加碼 |
| Gofen & Glossberg LLC | 7,641 | $74.4 萬 | 0.02% | +283+3.8% | 加碼 |
| West Oak Capital, LLC | 7,675 | $74.7 萬 | 0.29% | −75−1.0% | 減碼 |
| Equitable Holdings, Inc. | 7,743 | $75.3 萬 | 0.01% | +654+9.2% | 加碼 |
| Private Trust Co NA | 7,769 | $75.6 萬 | 0.11% | +236+3.1% | 加碼 |
| Circle Wealth Management, LLC | 7,794 | $75.8 萬 | 0.11% | −15−0.2% | 減碼 |
| Meridian Investment Counsel Inc. | 7,796 | $75.9 萬 | 0.28% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 7,809 | $76.0 萬 | 0.03% | −338−4.1% | 減碼 |
| Cim Investment Mangement Inc | 7,811 | $76.0 萬 | 0.24% | −47−0.6% | 減碼 |
| TRUE Private Wealth Advisors | 7,824 | $76.1 萬 | 0.11% | −60−0.8% | 減碼 |
| Engine No. 1 LLC | 7,863 | $76.5 萬 | 0.20% | +3,116+65.6% | 加碼 |
| Renaissance Investment Group LLC | 7,890 | $76.8 萬 | 0.20% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 7,908 | $76.9 萬 | 0.20% | +7,718+4,062.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,953 | $77.4 萬 | 0.11% | +121+1.5% | 加碼 |
| Brighton Jones LLC | 7,966 | $77.5 萬 | 0.04% | −1,650−17.2% | 減碼 |
| Shufro Rose & Co LLC | 7,995 | $77.8 萬 | 0.06% | +75+0.9% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 8,060 | $78.4 萬 | 0.18% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 8,082 | $78.6 萬 | 0.11% | +4,090+102.5% | 加碼 |
| Pendal Group Limited | 8,107 | $78.9 萬 | 0.01% | −103,003−92.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 8,116 | $79.0 萬 | 0.07% | +2,668+49.0% | 加碼 |
| Harbor Investment Advisory, LLC | 8,153 | $79.3 萬 | 0.11% | −322−3.8% | 減碼 |
| Good Life Advisors, LLC | 8,170 | $79.5 萬 | 0.11% | +787+10.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 8,180 | $79.6 萬 | 0.06% | +288+3.6% | 加碼 |
| Eudaimonia Partners, LLC | 8,208 | $79.9 萬 | 0.14% | +33+0.4% | 加碼 |
| Proficio Capital Partners LLC | 8,232 | $80.1 萬 | 0.11% | −771−8.6% | 減碼 |
| Pennsylvania Capital Management Inc | 7,890 | $80.3 萬 | 0.36% | +7,890 | 新進 |
| Fort Point Capital Partners LLC | 8,296 | $80.7 萬 | 0.13% | +330+4.1% | 加碼 |
| E&G Advisors, LP | 8,301 | $80.8 萬 | 0.22% | +8,301 | 加碼 |
| King Luther Capital Management Corp | 8,329 | $81.0 萬 | 0.00% | +1,670+25.1% | 加碼 |
| Pekin Hardy Strauss, Inc. | 8,540 | $83.1 萬 | 0.12% | +1,557+22.3% | 加碼 |
| Shulman DeMeo Asset Management LLC | 8,535 | $83.1 萬 | 0.72% | +8,535 | 新進 |
| New Vernon Investment Management LLC | 8,550 | $83.2 萬 | 1.41% | 00.0% | 不變 |
| Legacy Bridge, LLC | 8,594 | $83.6 萬 | 0.48% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 8,612 | $83.8 萬 | 0.06% | −452−5.0% | 減碼 |
| Burke & Herbert Bank & Trust Co | 8,616 | $83.8 萬 | 0.54% | 00.0% | 不變 |
| Independent Investors Inc | 8,716 | $84.8 萬 | 0.21% | +500+6.1% | 加碼 |
| Fulcrum Asset Management LLP | – | $85.6 萬 | 0.42% | – | – |
| Strategic Blueprint, LLC | 8,809 | $85.7 萬 | 0.13% | −316−3.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $85.8 萬 | 0.10% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 8,824 | $85.9 萬 | 0.03% | +1,067+13.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 11,575 | $87.3 萬 | 0.09% | −19,786−63.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 8,970 | $87.3 萬 | 0.29% | +37+0.4% | 加碼 |
| Parkside Investments, LLC | 9,000 | $87.5 萬 | 0.18% | −6,000−40.0% | 減碼 |
| P.A.W. Capital Corp | 9,000 | $87.6 萬 | 0.78% | −1,000−10.0% | 減碼 |
| OPSEU Pension Plan Trust Fund | 8,915 | $87.6 萬 | 0.22% | −20−0.2% | 減碼 |
| J. W. Coons Advisors, LLC | 9,031 | $87.6 萬 | 0.30% | +215+2.4% | 加碼 |
| Ulysses Management LLC | 9,000 | $87.6 萬 | 0.15% | +9,000 | 新進 |
| Strategy Asset Managers LLC | 9,010 | $87.7 萬 | 0.20% | −34−0.4% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 8,825 | $87.9 萬 | 0.02% | +8,825 | 新進 |
| Busey Wealth Management | 9,091 | $88.4 萬 | 0.04% | +2,731+42.9% | 加碼 |
| Corsair Capital Management, L.P. | 9,091 | $88.5 萬 | 0.17% | −250−2.7% | 減碼 |
| Bull Street Advisors, LLC | 9,129 | $88.8 萬 | 0.46% | −100−1.1% | 減碼 |
| Hobart Private Capital, LLC | 9,141 | $89.0 萬 | 0.35% | −571−5.9% | 減碼 |
| Fortem Financial Group, LLC | 9,161 | $89.1 萬 | 0.45% | +5,004+120.4% | 加碼 |
| Henshaw Capital LLC | 9,224 | $89.8 萬 | 0.06% | 00.0% | 不變 |
| Stonnington Group, LLC | 9,000 | $90.0 萬 | 0.20% | −700−7.2% | 減碼 |
| Smithfield Trust Co | 9,272 | $90.1 萬 | 0.06% | −318−3.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 9,307 | $90.6 萬 | 0.01% | −91−1.0% | 減碼 |
| Steel Peak Wealth Management LLC | 9,406 | $91.5 萬 | 0.06% | −4,303−31.4% | 減碼 |
| Trust Co of Vermont | 9,430 | $91.7 萬 | 0.07% | −40−0.4% | 減碼 |
| Two Sigma Advisers, LP | 9,474 | $92.2 萬 | 0.00% | +9,474 | 新進 |
| Washburn Capital Management, Inc. | 9,490 | $92.3 萬 | 0.60% | +1,770+22.9% | 加碼 |
| Trilogy Capital Inc. | 9,494 | $92.4 萬 | 0.07% | −45−0.5% | 減碼 |
| First Horizon Advisors, Inc. | 9,539 | $92.7 萬 | 0.03% | +269+2.9% | 加碼 |
| Venturi Wealth Management, LLC | 9,582 | $93.2 萬 | 0.08% | −1,252−11.6% | 減碼 |
| qPULA Trading Management LP | 9,619 | $93.6 萬 | 1.46% | +9,619 | 新進 |
| Bradley Foster & Sargent Inc | 9,641 | $93.8 萬 | 0.02% | +182+1.9% | 加碼 |
| Brookstone Capital Management | 9,600 | $94.6 萬 | 0.02% | +1,856+24.0% | 加碼 |
| Davenport & Co LLC | 9,761 | $95.0 萬 | 0.01% | +3,801+63.8% | 加碼 |
| Hilltop Holdings Inc. | 9,806 | $95.4 萬 | 0.10% | −575−5.5% | 減碼 |
| Quilter Plc | 9,864 | $95.9 萬 | 0.03% | +3,116+46.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 9,963 | $96.9 萬 | 0.10% | +8,750+721.4% | 加碼 |
| Southport Management, L.L.C. | 10,000 | $97.3 萬 | 3.70% | −2,500−20.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,009 | $97.4 萬 | 0.36% | −1,250−11.1% | 減碼 |
| Keebeck Alpha, LP | 10,009 | $97.4 萬 | 0.30% | +2,082+26.3% | 加碼 |