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 | $2,180 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 |
|---|---|---|---|---|---|
| NN Investment Partners Holdings N.V. | 376,048 | $3,659 萬 | 0.20% | +14,769+4.1% | 加碼 |
| AQR Capital Management LLC | 375,077 | $3,650 萬 | 0.07% | −160,853−30.0% | 減碼 |
| Select Equity Group, L.P. | 372,032 | $3,620 萬 | 0.12% | −336,883−47.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 371,039 | $3,611 萬 | 1.31% | +371,039 | 新進 |
| Dana Investment Advisors, Inc. | 369,464 | $3,595 萬 | 1.63% | −61,082−14.2% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,593 萬 | 1.46% | 00.0% | 不變 |
| Fiduciary Trust Co | 368,860 | $3,589 萬 | 0.64% | −647−0.2% | 減碼 |
| State of Michigan Retirement System | 366,522 | $3,567 萬 | 0.20% | −667,000−64.5% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 362,500 | $3,528 萬 | 1.39% | −51,300−12.4% | 減碼 |
| Kames Capital plc | 354,869 | $3,452 萬 | 0.49% | +178,399+101.1% | 加碼 |
| Rathbone Brothers plc | 350,908 | $3,415 萬 | 0.37% | +22,500+6.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 349,681 | $3,403 萬 | 0.30% | −16,802−4.6% | 減碼 |
| Ossiam | 344,259 | $3,350 萬 | 0.95% | +266,832+344.6% | 加碼 |
| USS Investment Management Ltd | 342,242 | $3,330 萬 | 0.29% | +311,742+1,022.1% | 加碼 |
| PFS Investments Inc. | 331,314 | $3,316 萬 | 0.69% | +26,663+8.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 339,738 | $3,306 萬 | 0.72% | +332,908+4,874.2% | 加碼 |
| ProShare Advisors LLC | 338,546 | $3,294 萬 | 0.09% | +8,371+2.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 335,826 | $3,278 萬 | 0.52% | +44,877+15.4% | 加碼 |
| Handelsbanken Fonder AB | 334,681 | $3,257 萬 | 0.17% | +6,435+2.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 330,555 | $3,217 萬 | 2.51% | −89,821−21.4% | 減碼 |
| MetLife Investment Management | 329,676 | $3,208 萬 | 0.29% | −15,419−4.5% | 減碼 |
| GWM Advisors LLC | 327,237 | $3,184 萬 | 0.79% | +25,655+8.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 324,586 | $3,159 萬 | 0.24% | −117,818−26.6% | 減碼 |
| M&G Investment Management Ltd | 325,332 | $3,156 萬 | 0.15% | −115,720−26.2% | 減碼 |
| Chartwell Investment Partners, LLC | 320,684 | $3,121 萬 | 0.97% | −270.0% | 減碼 |
| Swiss Life Asset Management Ltd | 319,550 | $3,109 萬 | 0.43% | +69,840+28.0% | 加碼 |
| Jupiter Asset Management Ltd | 315,075 | $3,065 萬 | 0.35% | +52,537+20.0% | 加碼 |
| Forsta Ap-Fonden | 311,763 | $3,034 萬 | 0.34% | −2,500−0.8% | 減碼 |
| Moody Lynn & Lieberson, LLC | 308,993 | $3,007 萬 | 2.25% | +6,251+2.1% | 加碼 |
| Janney Montgomery Scott LLC | 304,851 | $2,967 萬 | 0.13% | −563−0.2% | 減碼 |
| Braun Stacey Associates Inc | 304,626 | $2,964 萬 | 1.19% | −14,210−4.5% | 減碼 |
| AXA S.A. | 303,574 | $2,954 萬 | 0.08% | +24,781+8.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 302,333 | $2,942 萬 | 0.07% | −1,238,767−80.4% | 減碼 |
| Bessemer Group Inc | 299,197 | $2,912 萬 | 0.06% | −20,426−6.4% | 減碼 |
| Nomura Asset Management Co Ltd | 298,005 | $2,900 萬 | 0.16% | −126,695−29.8% | 減碼 |
| Keybank National Association | 297,957 | $2,899 萬 | 0.13% | −5,455−1.8% | 減碼 |
| Mark Asset Management LP | 295,262 | $2,873 萬 | 4.32% | −2,467−0.8% | 減碼 |
| Chilton Capital Management LLC | 290,448 | $2,826 萬 | 1.61% | −4,555−1.5% | 減碼 |
| NFJ Investment Group, LLC | 287,019 | $2,793 萬 | 0.55% | +3,577+1.3% | 加碼 |
| Commonwealth Equity Services, LLC | 286,077 | $2,784 萬 | 0.07% | +23,743+9.1% | 加碼 |
| Pinnacle Associates Ltd | 282,501 | $2,749 萬 | 0.51% | −2,791−1.0% | 減碼 |
| Picton Mahoney Asset Management | 278,712 | $2,712 萬 | 1.05% | −10,840−3.7% | 減碼 |
| Argent Capital Management LLC | 277,286 | $2,698 萬 | 0.85% | +1,918+0.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 274,690 | $2,673 萬 | 0.34% | −5,455−1.9% | 減碼 |
| Bollard Group LLC | 269,654 | $2,624 萬 | 0.86% | +12,534+4.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 267,733 | $2,605 萬 | 0.03% | +258,272+2,729.9% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 267,090 | $2,599 萬 | 0.87% | −9,200−3.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 264,187 | $2,571 萬 | 0.53% | −24,026−8.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 262,883 | $2,558 萬 | 0.33% | −20,686−7.3% | 減碼 |
| Comerica Bank | 250,897 | $2,554 萬 | 0.15% | −68,287−21.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 260,180 | $2,532 萬 | 0.32% | −11,463−4.2% | 減碼 |
| British Columbia Investment Management Corp | 258,051 | $2,511 萬 | 0.15% | −3,253−1.2% | 減碼 |
| Advisor Group Holdings, Inc. | 257,306 | $2,506 萬 | 0.05% | +21,581+9.2% | 加碼 |
| Hosking Partners LLP | 251,415 | $2,447 萬 | 0.61% | −28,202−10.1% | 減碼 |
| RMB Capital Management, LLC | 247,443 | $2,408 萬 | 0.79% | +5,145+2.1% | 加碼 |
| Utah Retirement Systems | 246,468 | $2,398 萬 | 0.32% | −18,200−6.9% | 減碼 |
| Mariner, LLC | 245,301 | $2,387 萬 | 0.12% | −74,717−23.3% | 減碼 |
| Heritage Investors Management Corp | 244,991 | $2,384 萬 | 1.00% | −9,254−3.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 242,475 | $2,360 萬 | 0.10% | −1,116−0.5% | 減碼 |
| Blue Chip Partners, Inc. | 240,891 | $2,344 萬 | 3.29% | +2,614+1.1% | 加碼 |
| Tweedy, Browne Co LLC | 237,835 | $2,314 萬 | 0.77% | −44,200−15.7% | 減碼 |
| State of Alaska, Department of Revenue | 237,198 | $2,308 萬 | 0.23% | −7,204−2.9% | 減碼 |
| Hallmark Capital Management Inc | 237,132 | $2,308 萬 | 2.01% | −15,429−6.1% | 減碼 |
| US Bancorp | 235,840 | $2,295 萬 | 0.04% | +5,602+2.4% | 加碼 |
| Texas Permanent School Fund | 225,491 | $2,194 萬 | 0.27% | −21,794−8.8% | 減碼 |
| Tiaa, FSB | 225,233 | $2,192 萬 | 0.08% | +6,325+2.9% | 加碼 |
| Mutual of America Capital Management LLC | 223,915 | $2,179 萬 | 0.22% | −2,832−1.2% | 減碼 |
| Westpac Banking Corp | 222,898 | $2,169 萬 | 0.23% | −57,816−20.6% | 減碼 |
| Mackay Shields LLC | 222,416 | $2,164 萬 | 0.20% | −11,012−4.7% | 減碼 |
| Wesbanco Bank Inc | 220,393 | $2,145 萬 | 0.82% | −24,597−10.0% | 減碼 |
| LGT Capital Partners Ltd. | 220,160 | $2,142 萬 | 0.65% | −189,620−46.3% | 減碼 |
| Guggenheim Capital LLC | 216,832 | $2,110 萬 | 0.13% | −72,605−25.1% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 211,356 | $2,057 萬 | 6.19% | +171+0.1% | 加碼 |
| Abner Herrman & Brock LLC | 209,931 | $2,043 萬 | 2.88% | +4,322+2.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $1,995 萬 | 0.21% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 202,695 | $1,973 萬 | 0.17% | −13,715−6.3% | 減碼 |
| APG Asset Management N.V. | 229,976 | $1,931 萬 | 0.03% | −24,300−9.6% | 減碼 |
| Earnest Partners LLC | 197,660 | $1,923 萬 | 0.12% | −23,005−10.4% | 減碼 |
| Grand Jean Capital Management Inc | 195,193 | $1,899 萬 | 4.80% | −105−0.1% | 減碼 |
| Ergoteles LLC | 193,006 | $1,878 萬 | 0.69% | +193,006 | 新進 |
| IFM Investors Pty Ltd | 191,035 | $1,859 萬 | 0.38% | +422+0.2% | 加碼 |
| Mercer Global Advisors Inc | 190,901 | $1,858 萬 | 0.13% | +1,158+0.6% | 加碼 |
| Maple Capital Management, Inc. | 189,648 | $1,846 萬 | 2.34% | +3,831+2.1% | 加碼 |
| CIBC Asset Management Inc | 189,003 | $1,839 萬 | 0.07% | +8,890+4.9% | 加碼 |
| Bridgecreek Investment Management, LLC | 187,560 | $1,825 萬 | 2.61% | −1,000−0.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 185,707 | $1,807 萬 | 0.04% | −13,709−6.9% | 減碼 |
| TPI Fund Managers Ltd | 184,680 | $1,797 萬 | 2.43% | +1,121+0.6% | 加碼 |
| Moody National Bank Trust Division | 183,567 | $1,786 萬 | 0.26% | −567−0.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,919 | $1,780 萬 | 0.21% | −3,570−1.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 182,517 | $1,776 萬 | 0.74% | −10,340−5.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 181,126 | $1,763 萬 | 0.04% | +4,857+2.8% | 加碼 |
| LVM Capital Management Ltd | 180,325 | $1,755 萬 | 2.65% | −8,760−4.6% | 減碼 |
| American National Insurance Co | 180,315 | $1,755 萬 | 0.66% | −155−0.1% | 減碼 |
| Bridgeway Capital Management, LLC | 177,835 | $1,731 萬 | 0.33% | −89,900−33.6% | 減碼 |
| Twin Tree Management, LP | 177,634 | $1,729 萬 | 0.51% | −45,438−20.4% | 減碼 |
| Barometer Capital Management Inc. | 174,548 | $1,687 萬 | 3.25% | +61,163+53.9% | 加碼 |
| Bailard, Inc. | 171,372 | $1,668 萬 | 0.57% | +510.0% | 加碼 |
| Metropolitan Life Insurance Co | 169,753 | $1,652 萬 | 0.24% | −9,216−5.1% | 減碼 |
| Natixis | 169,086 | $1,645 萬 | 0.06% | −965,238−85.1% | 減碼 |
| Edgar Lomax Co | 167,645 | $1,631 萬 | 1.05% | −3,230−1.9% | 減碼 |