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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 14,073 | $136.9 萬 | 0.01% | +14,073 | 新進 |
| Checchi Capital Advisers, LLC | 14,103 | $137.2 萬 | 0.17% | +246+1.8% | 加碼 |
| Parsons Capital Management Inc | 14,097 | $137.2 萬 | 0.11% | +775+5.8% | 加碼 |
| Dakota Wealth Management | 14,176 | $138.0 萬 | 0.16% | +751+5.6% | 加碼 |
| Trust Asset Management LLC | 14,207 | $138.2 萬 | 0.19% | +952+7.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 14,228 | $138.5 萬 | 0.36% | +382+2.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 14,239 | $138.6 萬 | 0.01% | −1,000−6.6% | 減碼 |
| Atlas Private Wealth Management | 14,306 | $139.2 萬 | 0.85% | +339+2.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 13,507 | $139.8 萬 | 0.02% | +13,507 | 新進 |
| Diligent Investors, LLC | 15,267 | $140.0 萬 | 0.48% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 14,448 | $140.6 萬 | 1.27% | −3,020−17.3% | 減碼 |
| Brasada Capital Management, LP | 14,457 | $140.7 萬 | 0.28% | +255+1.8% | 加碼 |
| FourThought Financial, LLC | 14,478 | $140.8 萬 | 0.19% | −2,222−13.3% | 減碼 |
| Green Harvest Asset Management LLC | 14,472 | $140.8 萬 | 0.22% | +298+2.1% | 加碼 |
| Bluefin Capital Management, LLC | 14,489 | $141.0 萬 | 0.16% | −41,807−74.3% | 減碼 |
| Edgestream Partners, L.P. | 14,537 | $141.5 萬 | 0.09% | −5,577−27.7% | 減碼 |
| Wedbush Securities Inc | 14,538 | $141.5 萬 | 0.07% | −1,420−8.9% | 減碼 |
| Lavaca Capital LLC | 14,542 | $141.5 萬 | 0.71% | +10+0.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 14,596 | $142.0 萬 | 0.33% | −1,076−6.9% | 減碼 |
| Leavell Investment Management, Inc. | 14,601 | $142.1 萬 | 0.11% | +3,105+27.0% | 加碼 |
| Am Investment Strategies LLC | 14,636 | $142.4 萬 | 0.37% | +84+0.6% | 加碼 |
| McDonald Partners LLC | 14,678 | $142.8 萬 | 0.34% | −1,218−7.7% | 減碼 |
| Calamos Wealth Management LLC | 14,678 | $142.8 萬 | 0.12% | −284−1.9% | 減碼 |
| Kinneret Advisory, LLC | 14,679 | $142.8 萬 | 0.17% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 14,700 | $143.0 萬 | 0.54% | +200+1.4% | 加碼 |
| Snowden Capital Advisors LLC | 14,726 | $143.3 萬 | 0.07% | −1,497−9.2% | 減碼 |
| Bank Hapoalim BM | 14,787 | $143.9 萬 | 0.15% | −375−2.5% | 減碼 |
| Conning Inc. | 14,824 | $144.3 萬 | 0.04% | −2,178−12.8% | 減碼 |
| Centaurus Financial, Inc. | 14,972 | $145.7 萬 | 0.12% | −897−5.7% | 減碼 |
| Meridian Wealth Management, LLC | 14,977 | $145.7 萬 | 0.18% | −165−1.1% | 減碼 |
| InterOcean Capital Group, LLC | 14,983 | $145.8 萬 | 0.07% | +1,102+7.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 15,000 | $146.0 萬 | 0.09% | −49,754−76.8% | 減碼 |
| Capital Management Associates | 15,000 | $146.0 萬 | 1.44% | 00.0% | 不變 |
| Lee Capital Holdings LLC | 15,000 | $146.0 萬 | 0.77% | +15,000 | 新進 |
| Capital Investment Advisors, LLC | 15,078 | $146.7 萬 | 0.05% | +1,750+13.1% | 加碼 |
| Bank of Hawaii | 15,207 | $148.0 萬 | 0.08% | −3,833−20.1% | 減碼 |
| Northeast Financial Consultants Inc | 15,212 | $148.0 萬 | 0.10% | +4,877+47.2% | 加碼 |
| NVWM, LLC | 15,303 | $148.9 萬 | 0.54% | −2,780−15.4% | 減碼 |
| Moors & Cabot, Inc. | 19,910 | $149.5 萬 | 0.09% | −603−2.9% | 減碼 |
| Intact Investment Management Inc. | 15,500 | $150.8 萬 | 0.04% | −1,200−7.2% | 減碼 |
| Duff & Phelps Investment Management Co | 15,550 | $151.3 萬 | 0.02% | −375−2.4% | 減碼 |
| Financial Counselors Inc | 15,605 | $151.9 萬 | 0.03% | +5,998+62.4% | 加碼 |
| Intrust Bank NA | 15,677 | $152.6 萬 | 0.20% | +342+2.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,849 | $154.2 萬 | 0.04% | +241+1.5% | 加碼 |
| Integrated Wealth Concepts LLC | 15,847 | $154.2 萬 | 0.05% | +3,441+27.7% | 加碼 |
| Convergence Investment Partners, LLC | 15,896 | $154.7 萬 | 0.83% | −8,674−35.3% | 減碼 |
| SevenBridge Financial Group, LLC | 15,908 | $154.8 萬 | 0.52% | −403−2.5% | 減碼 |
| Gries Financial LLC | 16,028 | $156.0 萬 | 0.49% | −1,560−8.9% | 減碼 |
| CAMG Solamere Management, LLC | 16,064 | $156.4 萬 | 1.28% | +2,265+16.4% | 加碼 |
| HBK Investments L P | 16,114 | $156.8 萬 | 0.02% | −17,382−51.9% | 減碼 |
| Oak Asset Management, LLC | 15,478 | $157.0 萬 | 0.65% | +40+0.3% | 加碼 |
| Decatur Capital Management, Inc. | 16,142 | $157.1 萬 | 1.04% | −19,041−54.1% | 減碼 |
| Mizuho Markets Cayman LP | 16,225 | $157.9 萬 | 0.14% | +13,188+434.2% | 加碼 |
| White Pine Capital LLC | 16,250 | $158.1 萬 | 0.49% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 16,290 | $158.5 萬 | 0.39% | −1,026−5.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 16,332 | $158.9 萬 | 0.03% | −621−3.7% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $158.9 萬 | 0.44% | +92+0.6% | 加碼 |
| Essex Financial Services, Inc. | 16,534 | $160.9 萬 | 0.18% | +12,036+267.6% | 加碼 |
| TCG Advisory Services, LLC | 16,540 | $161.0 萬 | 0.42% | +16,540 | 新進 |
| Optimal Asset Management, Inc. | 16,660 | $162.1 萬 | 0.20% | +20+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 16,816 | $163.6 萬 | 0.04% | +1,946+13.1% | 加碼 |
| Boston Partners | 16,925 | $164.7 萬 | 0.00% | −3,382−16.7% | 減碼 |
| Acropolis Investment Management, LLC | 17,304 | $166.5 萬 | 0.20% | +898+5.5% | 加碼 |
| Vident Investment Advisory, LLC | 17,333 | $168.8 萬 | 0.05% | −1,825−9.5% | 減碼 |
| Trust Investment Advisors | 17,422 | $169.5 萬 | 1.52% | −150−0.9% | 減碼 |
| Colony Group LLC | 17,527 | $170.6 萬 | 0.03% | +12,192+228.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,723 | $172.5 萬 | 0.10% | −2,096−10.6% | 減碼 |
| Cutler Group LP | 17,747 | $172.6 萬 | 0.13% | −58,826−76.8% | 減碼 |
| Caldwell Trust Co | 17,756 | $172.8 萬 | 0.22% | +4,345+32.4% | 加碼 |
| United Fire Group Inc | 18,000 | $175.2 萬 | 0.87% | +18,000 | 新進 |
| Asio Capital, LLC | 18,028 | $175.4 萬 | 0.60% | +1,285+7.7% | 加碼 |
| Tiemann Investment Advisors, LLC | 18,034 | $175.5 萬 | 0.83% | −100−0.6% | 減碼 |
| Institute for Wealth Management, LLC. | 18,037 | $175.5 萬 | 0.31% | +2,537+16.4% | 加碼 |
| Wealthspire Advisors, LLC | 18,060 | $175.7 萬 | 0.04% | +14,626+425.9% | 加碼 |
| Bryn Mawr Trust Co | 18,143 | $176.6 萬 | 0.07% | −3,825−17.4% | 減碼 |
| Teza Capital Management LLC | 18,169 | $176.8 萬 | 0.85% | −27,865−60.5% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $178.1 萬 | 0.08% | +17,326 | 新進 |
| Richard Bernstein Advisors LLC | 18,369 | $178.7 萬 | 0.04% | 00.0% | 不變 |
| Empirical Finance, LLC | 18,363 | $178.7 萬 | 0.27% | +1,014+5.8% | 加碼 |
| Westwood Holdings Group Inc. | 18,726 | $182.3 萬 | 0.02% | −617−3.2% | 減碼 |
| Enterprise Financial Services Corp | 18,982 | $184.7 萬 | 0.24% | +16,021+541.1% | 加碼 |
| Balasa Dinverno & Foltz LLC | 19,002 | $184.9 萬 | 0.13% | +763+4.2% | 加碼 |
| Signaturefd, LLC | 19,095 | $185.8 萬 | 0.06% | +3,719+24.2% | 加碼 |
| Capital Markets Trading UK LLP | 18,798 | $187.1 萬 | 1.46% | −7,793−29.3% | 減碼 |
| Markston International LLC | 19,385 | $188.6 萬 | 1.77% | −25,231−56.6% | 減碼 |
| Toroso Investments, LLC | 19,484 | $189.6 萬 | 0.07% | +5,854+42.9% | 加碼 |
| Abbot Financial Management, Inc. | 19,820 | $192.9 萬 | 0.88% | −200−1.0% | 減碼 |
| Savant Capital, LLC | 19,866 | $193.3 萬 | 0.07% | +894+4.7% | 加碼 |
| City Holding Co | 19,904 | $193.7 萬 | 0.33% | +7,747+63.7% | 加碼 |
| UBP Investment Advisors SA | 20,000 | $195.0 萬 | 0.76% | 00.0% | 不變 |
| Clarius Group, LLC | 20,201 | $196.6 萬 | 0.18% | +324+1.6% | 加碼 |
| Alaethes Wealth LLC | 20,286 | $197.4 萬 | 1.44% | +391+2.0% | 加碼 |
| Profund Advisors LLC | 20,308 | $197.6 萬 | 0.07% | −1,453−6.7% | 減碼 |
| Brewin Dolphin Ltd | 20,540 | $199.9 萬 | 0.08% | +154+0.8% | 加碼 |
| Vestcor Inc | 20,566 | $200.1 萬 | 0.07% | −3,117−13.2% | 減碼 |
| Virtu Financial LLC | 20,717 | $201.6 萬 | 0.18% | +20,717 | 新進 |
| Griffin Asset Management, Inc. | 20,769 | $202.1 萬 | 0.26% | +985+5.0% | 加碼 |
| Baldwin Investment Management, LLC | 20,900 | $203.4 萬 | 0.35% | −858−3.9% | 減碼 |
| Toscafund Asset Management LLP | 21,000 | $204.4 萬 | 2.17% | −4,000−16.0% | 減碼 |
| Deltec Asset Management LLC | 21,000 | $204.4 萬 | 0.31% | 00.0% | 不變 |