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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1,239,435 | $1.21 億 | 0.20% | −85,898−6.5% | 減碼 |
| Raymond James & Associates | 1,228,782 | $1.20 億 | 0.11% | −91,581−6.9% | 減碼 |
| Factory Mutual Insurance Co | 1,217,898 | $1.19 億 | 1.48% | −49,100−3.9% | 減碼 |
| Stifel Financial Corp | 1,194,909 | $1.16 億 | 0.17% | −45,501−3.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,188,938 | $1.16 億 | 0.26% | −164,597−12.2% | 減碼 |
| Fred Alger Management, LLC | 1,148,482 | $1.12 億 | 0.27% | −245,967−17.6% | 減碼 |
| Zurich Insurance Group Ltd | 1,134,048 | $1.10 億 | 1.32% | −175,978−13.4% | 減碼 |
| Retirement Systems of Alabama | 1,121,556 | $1.09 億 | 0.41% | −66,029−5.6% | 減碼 |
| Sound Shore Management Inc | 1,113,324 | $1.08 億 | 3.06% | −127,582−10.3% | 減碼 |
| Douglas Lane & Associates, LLC | 1,100,154 | $1.07 億 | 1.53% | −30,894−2.7% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 1,093,157 | $1.06 億 | 2.49% | −401,744−26.9% | 減碼 |
| Korea Investment CORP | 1,086,285 | $1.06 億 | 0.32% | −179,654−14.2% | 減碼 |
| State of Tennessee, Treasury Department | 1,083,380 | $1.05 億 | 0.41% | −13,625−1.2% | 減碼 |
| Toronto Dominion Bank | 1,077,579 | $1.05 億 | 0.16% | −6,169−0.6% | 減碼 |
| Truist Financial Corp | 1,024,318 | $9,968 萬 | 0.16% | +23,272+2.3% | 加碼 |
| Eminence Capital, LP | 1,020,082 | $9,926 萬 | 1.36% | −1,330,588−56.6% | 減碼 |
| Public Sector Pension Investment Board | 993,990 | $9,673 萬 | 0.57% | +1600.0% | 加碼 |
| Panagora Asset Management Inc | 989,349 | $9,627 萬 | 0.51% | +187,858+23.4% | 加碼 |
| Sadoff Investment Management LLC | 976,461 | $9,502 萬 | 6.43% | −35,334−3.5% | 減碼 |
| Pictet Asset Management SA | 961,698 | $9,358 萬 | 0.10% | +961,698 | 新進 |
| Public Employees Retirement System of Ohio | 933,764 | $9,087 萬 | 0.32% | −27,941−2.9% | 減碼 |
| Victory Capital Management Inc | 933,469 | $9,084 萬 | 0.09% | −46,371−4.7% | 減碼 |
| Clark Capital Management Group, Inc. | 915,392 | $8,908 萬 | 1.22% | −71,332−7.2% | 減碼 |
| Calamos Advisors LLC | 905,633 | $8,813 萬 | 0.42% | +35,078+4.0% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 901,604 | $8,774 萬 | 0.31% | −52,205−5.5% | 減碼 |
| Aristotle Capital Management, LLC | 831,161 | $8,088 萬 | 0.15% | −300.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 821,604 | $7,995 萬 | 0.25% | −16,486−2.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 815,705 | $7,938 萬 | 0.17% | −45,459−5.3% | 減碼 |
| RBF Capital, LLC | 810,432 | $7,886 萬 | 4.50% | −3,000−0.4% | 減碼 |
| Storebrand Asset Management AS | 780,830 | $7,598 萬 | 0.37% | −67,380−7.9% | 減碼 |
| RNC Capital Management LLC | 777,139 | $7,562 萬 | 4.02% | −3490.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 767,272 | $7,466 萬 | 0.79% | −402,870−34.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 762,426 | $7,419 萬 | 0.17% | +93,505+14.0% | 加碼 |
| Lazard Freres Gestion S.A.S. | 754,832 | $7,346 萬 | 2.07% | −42,890−5.4% | 減碼 |
| Bridgewater Associates, LP | 750,922 | $7,307 萬 | 0.40% | +157,563+26.6% | 加碼 |
| Swedbank AB | 742,589 | $7,226 萬 | 0.14% | +19,919+2.8% | 加碼 |
| Bank of Nova Scotia | 733,687 | $7,212 萬 | 0.13% | −132,081−15.3% | 減碼 |
| Two Sigma Investments, LP | 730,282 | $7,106 萬 | 0.19% | +730,282 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 713,855 | $6,966 萬 | 0.38% | +16,556+2.4% | 加碼 |
| DnB Asset Management AS | 714,918 | $6,957 萬 | 0.45% | −37,940−5.0% | 減碼 |
| Junto Capital Management LP | 714,166 | $6,950 萬 | 2.19% | −602,439−45.8% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 711,500 | $6,924 萬 | 0.79% | +2,500+0.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 707,218 | $6,882 萬 | 0.16% | −388,857−35.5% | 減碼 |
| Clearbridge Investments, LLC | 704,394 | $6,855 萬 | 0.05% | +89,922+14.6% | 加碼 |
| Asset Management One Co.,Ltd. | 699,235 | $6,804 萬 | 0.26% | −40,899−5.5% | 減碼 |
| Cookson Peirce & Co Inc | 694,490 | $6,758 萬 | 4.12% | +5,307+0.8% | 加碼 |
| Standard Life Aberdeen plc | 659,669 | $6,472 萬 | 0.15% | −790.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 659,299 | $6,416 萬 | 3.89% | −107,921−14.1% | 減碼 |
| Capitolis Advisors LLC | 630,151 | $6,390 萬 | 0.58% | −405,717−39.2% | 減碼 |
| Rafferty Asset Management, LLC | 654,629 | $6,370 萬 | 0.44% | −135,524−17.2% | 減碼 |
| Crake Asset Management LLP | 638,135 | $6,210 萬 | 3.39% | +182,600+40.1% | 加碼 |
| Gateway Investment Advisers LLC | 631,011 | $6,140 萬 | 0.64% | −700−0.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 628,288 | $6,114 萬 | 0.57% | −38,000−5.7% | 減碼 |
| M&T Bank Corp | 613,637 | $5,971 萬 | 0.27% | −6,166−1.0% | 減碼 |
| Voya Investment Management LLC | 605,786 | $5,895 萬 | 0.12% | +3,018+0.5% | 加碼 |
| STRS Ohio | 598,991 | $5,829 萬 | 0.22% | −52,698−8.1% | 減碼 |
| Laurion Capital Management LP | 592,553 | $5,766 萬 | 0.83% | +583,163+6,210.5% | 加碼 |
| LPL Financial LLC | 586,016 | $5,703 萬 | 0.05% | +14,351+2.5% | 加碼 |
| Treasurer of the State of North Carolina | 575,002 | $5,595 萬 | 0.32% | −9,650−1.7% | 減碼 |
| Aviva PLC | 561,991 | $5,469 萬 | 0.24% | −1,702−0.3% | 減碼 |
| Gabelli Funds LLC | 557,684 | $5,427 萬 | 0.36% | −82,400−12.9% | 減碼 |
| Putnam Investments LLC | 554,758 | $5,398 萬 | 0.08% | −93,688−14.4% | 減碼 |
| Todd Asset Management LLC | 547,253 | $5,325 萬 | 1.22% | −60,922−10.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 530,838 | $5,166 萬 | 4.28% | −46,706−8.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 525,891 | $5,117 萬 | 0.25% | +50,249+10.6% | 加碼 |
| TCW Group Inc | 519,356 | $5,054 萬 | 0.44% | +82,606+18.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 517,050 | $5,031 萬 | 1.62% | +2,780+0.5% | 加碼 |
| Nisa Investment Advisors, LLC | 507,038 | $4,934 萬 | 0.30% | −2,307−0.5% | 減碼 |
| American International Group, Inc. | 499,431 | $4,860 萬 | 0.26% | −15,863−3.1% | 減碼 |
| Loomis Sayles & Co L P | 497,063 | $4,837 萬 | 0.06% | +903+0.2% | 加碼 |
| Royal London Asset Management Ltd | 490,434 | $4,771 萬 | 0.19% | −6,327−1.3% | 減碼 |
| Kiltearn Partners LLP | 487,066 | $4,740 萬 | 1.96% | −507,300−51.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 486,817 | $4,737 萬 | 0.18% | −67,957−12.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 484,219 | $4,712 萬 | 0.67% | −32,048−6.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 478,176 | $4,653 萬 | 0.32% | +255,745+115.0% | 加碼 |
| SEI Investments Co | 471,568 | $4,600 萬 | 0.10% | −52,782−10.1% | 減碼 |
| Employees Retirement System of Texas | 469,800 | $4,572 萬 | 0.53% | +46,800+11.1% | 加碼 |
| Avalon Investment & Advisory | 462,077 | $4,497 萬 | 1.04% | −2,984−0.6% | 減碼 |
| HighTower Advisors, LLC | 459,177 | $4,445 萬 | 0.12% | +22,287+5.1% | 加碼 |
| Federated Hermes, Inc. | 451,050 | $4,389 萬 | 0.08% | +100,478+28.7% | 加碼 |
| Payden & Rygel | 445,000 | $4,330 萬 | 2.25% | −112,100−20.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 442,305 | $4,304 萬 | 0.49% | −8,903−2.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 431,745 | $4,201 萬 | 1.32% | −52,083−10.8% | 減碼 |
| ExodusPoint Capital Management, LP | 430,357 | $4,188 萬 | 0.63% | +179,871+71.8% | 加碼 |
| Teacher Retirement System of Texas | 427,674 | $4,162 萬 | 0.22% | −206,176−32.5% | 減碼 |
| Tredje AP-fonden | 425,901 | $4,144 萬 | 0.87% | +11,000+2.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 423,503 | $4,121 萬 | 0.38% | −10,706−2.5% | 減碼 |
| Bridger Management, LLC | 416,392 | $4,052 萬 | 4.74% | −167,700−28.7% | 減碼 |
| Boston Common Asset Management, LLC | 415,791 | $4,046 萬 | 1.75% | +951+0.2% | 加碼 |
| Voloridge Investment Management, LLC | 409,945 | $3,989 萬 | 0.26% | +376,101+1,111.3% | 加碼 |
| Umb Bank N A | 407,788 | $3,968 萬 | 0.89% | +8,166+2.0% | 加碼 |
| Diamond Hill Capital Management Inc | 404,154 | $3,933 萬 | 0.15% | −3,379,897−89.3% | 減碼 |
| CIBC World Markets Inc. | 398,292 | $3,876 萬 | 0.14% | +18,720+4.9% | 加碼 |
| Man Group plc | 397,071 | $3,864 萬 | 0.14% | +153,498+63.0% | 加碼 |
| AMP Capital Investors Ltd | 390,553 | $3,807 萬 | 0.21% | −123,698−24.1% | 減碼 |
| Arizona State Retirement System | 389,136 | $3,787 萬 | 0.31% | −6,347−1.6% | 減碼 |
| Amalgamated Bank | 388,457 | $3,780 萬 | 0.32% | −23,322−5.7% | 減碼 |
| CIBC World Markets Corp | 385,609 | $3,752 萬 | 0.26% | +6,452+1.7% | 加碼 |
| HRT Financial LP | 382,660 | $3,724 萬 | 0.23% | +188,278+96.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 381,061 | $3,708 萬 | 0.20% | −13,541−3.4% | 減碼 |