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 |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 10,101 | $98.3 萬 | 0.15% | −20−0.2% | 減碼 |
| Accurate Wealth Management, LLC | 7,326 | $98.5 萬 | 0.87% | −2,817−27.8% | 減碼 |
| United Capital Financial Advisers, LLC | 10,150 | $98.8 萬 | 0.00% | −669−6.2% | 減碼 |
| Ironwood Investment Counsel, LLC | 10,238 | $99.6 萬 | 0.26% | +951+10.2% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,082 | $99.9 萬 | 0.06% | −4,575−29.2% | 減碼 |
| AIA Group Ltd | 10,383 | $101.0 萬 | 0.06% | −32,848−76.0% | 減碼 |
| Brown Brothers Harriman & Co | 10,535 | $102.5 萬 | 0.01% | −99−0.9% | 減碼 |
| Columbia Trust Co 01012016 | 10,555 | $102.7 萬 | 0.54% | +214+2.1% | 加碼 |
| Resources Investment Advisors, LLC. | 10,562 | $102.8 萬 | 0.04% | −1,035−8.9% | 減碼 |
| Horizon Investments, LLC | 10,667 | $103.1 萬 | 0.03% | −146−1.4% | 減碼 |
| Sage Rhino Capital LLC | 10,716 | $104.3 萬 | 0.32% | −7,045−39.7% | 減碼 |
| Cape Ann Savings Bank | 10,756 | $104.7 萬 | 0.68% | +825+8.3% | 加碼 |
| Muhlenkamp & Co Inc | 10,805 | $105.1 萬 | 0.40% | 00.0% | 不變 |
| Washington Trust Co | 10,938 | $106.5 萬 | 0.03% | −100−0.9% | 減碼 |
| Claraphi Advisory Network, LLC | 10,979 | $106.8 萬 | 0.38% | −17−0.2% | 減碼 |
| Atlas Private Wealth Advisors | 10,984 | $106.9 萬 | 0.56% | −430−3.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,918 | $107.4 萬 | 0.00% | −1,435−11.6% | 減碼 |
| Rational Advisors LLC | 11,075 | $107.8 萬 | 0.08% | −7,152−39.2% | 減碼 |
| Strategic Investment Advisors | 11,077 | $107.8 萬 | 0.24% | +132+1.2% | 加碼 |
| University of Notre Dame du Lac | 11,080 | $107.8 萬 | 3.41% | +11,080 | 新進 |
| Baker Tilly Wealth Management, LLC | 11,138 | $108.4 萬 | 0.14% | +1,722+18.3% | 加碼 |
| Lyell Wealth Management, LP | 11,154 | $108.5 萬 | 0.13% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 11,150 | $108.5 萬 | 0.59% | +3,957+55.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 11,166 | $108.7 萬 | 0.42% | +1,130+11.3% | 加碼 |
| NexWave Capital Partners LLC | 11,208 | $109.1 萬 | 2.81% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 11,263 | $109.6 萬 | 0.84% | −2,290−16.9% | 減碼 |
| GFG Capital, LLC | 11,281 | $109.8 萬 | 0.35% | +13+0.1% | 加碼 |
| Verdence Capital Advisors LLC | 11,331 | $110.3 萬 | 0.15% | +1,620+16.7% | 加碼 |
| Core Wealth Advisors, Inc. | 11,380 | $110.7 萬 | 0.73% | −3,681−24.4% | 減碼 |
| JB Capital LLC | 11,381 | $110.8 萬 | 0.14% | +11,381 | 新進 |
| Ar Asset Management Inc | 11,400 | $110.9 萬 | 0.31% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 11,177 | $111.4 萬 | 0.05% | +186+1.7% | 加碼 |
| TLWM | 11,577 | $112.8 萬 | 0.43% | +483+4.4% | 加碼 |
| Qtron Investments LLC | 11,589 | $112.8 萬 | 0.30% | +4,433+61.9% | 加碼 |
| Intersect Capital LLC | 11,646 | $113.3 萬 | 0.19% | +280+2.5% | 加碼 |
| Capital Fund Management S.A. | 11,710 | $114.0 萬 | 0.03% | +11,710 | 新進 |
| Ballentine Partners, LLC | 11,751 | $114.3 萬 | 0.04% | −46−0.4% | 減碼 |
| Childress Capital Advisors, LLC | 11,908 | $114.8 萬 | 0.47% | +4,360+57.8% | 加碼 |
| Gryphon Financial Partners LLC | 11,813 | $114.9 萬 | 0.27% | +1,590+15.6% | 加碼 |
| Trust Co of Toledo NA | 11,829 | $115.1 萬 | 0.19% | −10−0.1% | 減碼 |
| Hills Bank & Trust Co | 11,866 | $115.4 萬 | 0.17% | −385−3.1% | 減碼 |
| Pallas Capital Advisors LLC | 11,288 | $115.8 萬 | 0.13% | −1,471−11.5% | 減碼 |
| Quadrant Capital Group LLC | 11,922 | $116.0 萬 | 0.16% | +274+2.4% | 加碼 |
| ARGI Investment Services, LLC | 11,998 | $116.8 萬 | 0.04% | +961+8.7% | 加碼 |
| SG3 Management, LLC | 12,000 | $116.8 萬 | 0.41% | +12,000 | 新進 |
| Silvercrest Asset Management Group LLC | 12,061 | $117.4 萬 | 0.01% | −21−0.2% | 減碼 |
| Pacific Global Investment Management CO | 12,128 | $118.0 萬 | 0.24% | −42−0.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,205 | $118.8 萬 | 0.08% | +150+1.2% | 加碼 |
| Whittier Trust Co | 12,230 | $119.0 萬 | 0.02% | +1,147+10.3% | 加碼 |
| Csenge Advisory Group | 12,049 | $119.3 萬 | 0.10% | −2,334−16.2% | 減碼 |
| USA Financial Portformulas Corp | 12,258 | $119.3 萬 | 1.07% | +11,666+1,970.6% | 加碼 |
| Seven Eight Capital, LP | 12,272 | $119.4 萬 | 0.11% | −19,675−61.6% | 減碼 |
| Seeyond | 12,275 | $119.4 萬 | 0.12% | +7,383+150.9% | 加碼 |
| Lake Street Advisors Group, LLC | 12,298 | $119.7 萬 | 0.13% | +4,215+52.1% | 加碼 |
| MAI Capital Management | 12,314 | $119.8 萬 | 0.02% | +1,954+18.9% | 加碼 |
| Parcion Private Wealth LLC | 11,768 | $120.1 萬 | 0.11% | −17−0.1% | 減碼 |
| IMC-Chicago, LLC | 12,343 | $120.1 萬 | 0.10% | +12,343 | 新進 |
| Diversified Trust Co | 12,416 | $120.8 萬 | 0.04% | −3,818−23.5% | 減碼 |
| Principle Wealth Partners LLC | 12,457 | $121.2 萬 | 0.14% | −730−5.5% | 減碼 |
| DCF Advisers, LLC | 12,500 | $121.6 萬 | 0.66% | −10,000−44.4% | 減碼 |
| First National Trust Co | 12,498 | $121.6 萬 | 0.07% | −387−3.0% | 減碼 |
| Norris Financial Group, LLC | 12,537 | $122.0 萬 | 0.81% | −30−0.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 12,541 | $122.0 萬 | 0.11% | −22−0.2% | 減碼 |
| Delta Asset Management LLC | 12,591 | $122.5 萬 | 0.12% | +27+0.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $122.6 萬 | 0.40% | 00.0% | 不變 |
| AMG National Trust Bank | 12,650 | $123.1 萬 | 0.04% | −441−3.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 12,688 | $123.5 萬 | 0.11% | +1,493+13.3% | 加碼 |
| Berkshire Asset Management LLC | 12,758 | $124.1 萬 | 0.08% | +114+0.9% | 加碼 |
| Harbour Investments, Inc. | 12,911 | $125.6 萬 | 0.04% | +4,716+57.5% | 加碼 |
| Windsor Group LTD | 12,688 | $125.7 萬 | 0.26% | +419+3.4% | 加碼 |
| 44 Wealth Management LLC | 12,949 | $126.0 萬 | 0.48% | −3,436−21.0% | 減碼 |
| Freedman Financial Associates, Inc. | 12,970 | $126.2 萬 | 0.92% | 00.0% | 不變 |
| Centiva Capital, LP | 12,985 | $126.3 萬 | 0.10% | −482−3.6% | 減碼 |
| Howland Capital Management LLC | 12,989 | $126.4 萬 | 0.07% | 00.0% | 不變 |
| Abbrea Capital, LLC | 13,085 | $127.3 萬 | 0.19% | +1,035+8.6% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 13,100 | $127.5 萬 | 0.58% | +13,100 | 新進 |
| 55I, LLC | 13,116 | $127.6 萬 | 0.04% | +10,439+390.0% | 加碼 |
| Perigon Wealth Management, LLC | 13,127 | $127.7 萬 | 0.11% | +87+0.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 13,180 | $128.3 萬 | 0.59% | −366−2.7% | 減碼 |
| Fulton Bank, N.A. | 13,227 | $128.7 萬 | 0.06% | +157+1.2% | 加碼 |
| 1st Source Bank | 13,307 | $129.5 萬 | 0.08% | 00.0% | 不變 |
| Aigen Investment Management, LP | 13,303 | $129.5 萬 | 0.25% | +13,303 | 新進 |
| Triangle Securities Wealth Management | 13,335 | $129.8 萬 | 0.44% | −340−2.5% | 減碼 |
| Lido Advisors, LLC | 13,363 | $130.0 萬 | 0.03% | +5,536+70.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 13,384 | $130.2 萬 | 0.16% | −158−1.2% | 減碼 |
| Altium Wealth Management LLC | 13,400 | $130.4 萬 | 0.09% | +1,695+14.5% | 加碼 |
| Investors Research Corp | 13,416 | $130.6 萬 | 0.44% | 00.0% | 不變 |
| Citizens Financial Group Inc | 13,491 | $131.3 萬 | 0.05% | +7,337+119.2% | 加碼 |
| Systematic Financial Management LP | 13,500 | $131.4 萬 | 0.04% | 00.0% | 不變 |
| Sentry Investment Management LLC | 13,532 | $131.7 萬 | 0.38% | −252−1.8% | 減碼 |
| Icon Advisers Inc | 13,600 | $132.3 萬 | 0.22% | 00.0% | 不變 |
| Ashburton (Jersey) Ltd | 13,723 | $133.5 萬 | 0.59% | +155+1.1% | 加碼 |
| Excalibur Management Corp | 13,770 | $134.0 萬 | 0.59% | −60.0% | 減碼 |
| Cetera Advisors LLC | 13,866 | $134.9 萬 | 0.03% | +3,147+29.4% | 加碼 |
| S&CO Inc | 13,915 | $135.4 萬 | 0.11% | 00.0% | 不變 |
| Somerset Trust Co | 13,932 | $135.5 萬 | 0.55% | +1,015+7.9% | 加碼 |
| Odey Holdings Ltd | 13,943 | $135.7 萬 | 7.22% | +6,043+76.5% | 加碼 |
| Coastline Trust Co | 13,975 | $136.0 萬 | 0.17% | −1,005−6.7% | 減碼 |
| Delphi Management Inc | 14,019 | $136.4 萬 | 1.40% | −1,542−9.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 14,054 | $136.8 萬 | 0.04% | −915−6.1% | 減碼 |