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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 165,545 | $1,611 萬 | 0.11% | +23,539+16.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 164,539 | $1,601 萬 | 0.38% | −57,832−26.0% | 減碼 |
| Pittenger & Anderson Inc | 163,164 | $1,588 萬 | 0.80% | +1,790+1.1% | 加碼 |
| Granite Investment Advisors, LLC | 161,119 | $1,568 萬 | 2.54% | −3,506−2.1% | 減碼 |
| Pacific Heights Asset Management LLC | 160,000 | $1,557 萬 | 1.48% | 00.0% | 不變 |
| Andra AP-fonden | 159,411 | $1,551 萬 | 0.32% | +12,100+8.2% | 加碼 |
| Peapack Gladstone Financial Corp | 159,316 | $1,550 萬 | 0.32% | +1,227+0.8% | 加碼 |
| Edge Capital Group, LLC | 158,750 | $1,545 萬 | 1.23% | −2,948−1.8% | 減碼 |
| Matrix Asset Advisors Inc | 156,991 | $1,528 萬 | 2.15% | −800−0.5% | 減碼 |
| Erste Asset Management GmbH | 152,888 | $1,522 萬 | 0.30% | −14,722−8.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 154,251 | $1,501 萬 | 0.16% | +154,251 | 新進 |
| Sit Investment Associates Inc | 153,050 | $1,489 萬 | 0.39% | −19,485−11.3% | 減碼 |
| Nissay Asset Management Corp | 151,415 | $1,473 萬 | 0.12% | +3,904+2.6% | 加碼 |
| Hexavest Inc. | 151,388 | $1,473 萬 | 0.90% | −30,685−16.9% | 減碼 |
| Wade G W & Inc | 151,350 | $1,473 萬 | 0.70% | −3,051−2.0% | 減碼 |
| Artemis Investment Management LLP | 149,525 | $1,454 萬 | 0.12% | −132,620−47.0% | 減碼 |
| DuPont Capital Management Corp | 148,840 | $1,448 萬 | 0.46% | −72,294−32.7% | 減碼 |
| Regentatlantic Capital LLC | 148,467 | $1,445 萬 | 0.44% | −11,049−6.9% | 減碼 |
| Nicola Wealth Management Ltd. | 146,000 | $1,421 萬 | 1.46% | −32,000−18.0% | 減碼 |
| Hartford Investment Management Co | 143,955 | $1,401 萬 | 0.39% | −20,392−12.4% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 143,122 | $1,393 萬 | 0.20% | +51,099+55.5% | 加碼 |
| Hourglass Capital, LLC | 141,027 | $1,372 萬 | 3.73% | +538+0.4% | 加碼 |
| Qube Research & Technologies Ltd | 140,300 | $1,365 萬 | 0.17% | +140,300 | 新進 |
| Socorro Asset Management LP | 139,330 | $1,356 萬 | 3.82% | +17,670+14.5% | 加碼 |
| Squarepoint Ops LLC | 138,449 | $1,347 萬 | 0.09% | −322,996−70.0% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 137,560 | $1,339 萬 | 0.68% | −22,714−14.2% | 減碼 |
| Myriad Asset Management Ltd. | 137,304 | $1,336 萬 | 1.39% | +28,200+25.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 137,008 | $1,333 萬 | 1.04% | +1,522+1.1% | 加碼 |
| Gratus Capital LLC | 136,824 | $1,331 萬 | 1.43% | −21,822−13.8% | 減碼 |
| Burney Co | 136,796 | $1,331 萬 | 0.62% | −11,241−7.6% | 減碼 |
| Bank of the West | 136,490 | $1,328 萬 | 1.39% | −18,481−11.9% | 減碼 |
| Ziegler Capital Management, LLC | 135,155 | $1,318 萬 | 0.48% | −14,801−9.9% | 減碼 |
| Marvin & Palmer Associates Inc | 135,017 | $1,314 萬 | 5.33% | −15,915−10.5% | 減碼 |
| Bokf, NA | 134,694 | $1,311 萬 | 0.23% | +134,694 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 134,597 | $1,310 萬 | 0.51% | −1,026−0.8% | 減碼 |
| Greenwood Capital Associates LLC | 132,127 | $1,286 萬 | 1.98% | +2,895+2.2% | 加碼 |
| Telos Capital Management, Inc. | 130,170 | $1,267 萬 | 1.73% | +2,216+1.7% | 加碼 |
| Crestwood Advisors Group LLC | 129,763 | $1,263 萬 | 0.36% | −5,100−3.8% | 減碼 |
| Achmea Investment Management B.V. | 128,827 | $1,254 萬 | 0.38% | −35,801−21.7% | 減碼 |
| Leuthold Group, LLC | 128,414 | $1,250 萬 | 1.53% | +351+0.3% | 加碼 |
| Ci Investments Inc. | 127,424 | $1,240 萬 | 0.05% | −22,217−14.8% | 減碼 |
| Morgan Stanley | 127,030 | $1,236 萬 | 0.00% | +161+0.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 125,486 | $1,221 萬 | 0.08% | +39,882+46.6% | 加碼 |
| Blair William & Co | 124,908 | $1,216 萬 | 0.04% | +2,058+1.7% | 加碼 |
| General Pension Society PZU Joint Stock Co | 124,369 | $1,210 萬 | 3.86% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 131,797 | $1,208 萬 | 0.19% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 123,825 | $1,205 萬 | 0.06% | +20,124+19.4% | 加碼 |
| Acadian Asset Management LLC | 123,322 | $1,200 萬 | 0.05% | −168,955−57.8% | 減碼 |
| Scotia Capital Inc. | 123,102 | $1,198 萬 | 0.09% | +3,055+2.5% | 加碼 |
| Mount Lucas Management LP | 123,030 | $1,197 萬 | 3.78% | −8,683−6.6% | 減碼 |
| Amica Mutual Insurance Co | 122,927 | $1,196 萬 | 1.25% | +19,983+19.4% | 加碼 |
| Brightworth | 122,863 | $1,196 萬 | 1.08% | +436+0.4% | 加碼 |
| ING Groep NV | 122,544 | $1,193 萬 | 0.15% | −349,705−74.1% | 減碼 |
| Securian Asset Management, Inc | 121,793 | $1,185 萬 | 0.24% | −3,739−3.0% | 減碼 |
| BTC Capital Management, Inc. | 121,677 | $1,184 萬 | 1.33% | −13,992−10.3% | 減碼 |
| Baird Financial Group, Inc. | 121,564 | $1,183 萬 | 0.03% | +77,954+178.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 120,486 | $1,172 萬 | 0.06% | +6,326+5.5% | 加碼 |
| Xponance, Inc. | 119,281 | $1,161 萬 | 0.22% | −8,522−6.7% | 減碼 |
| Grassi Investment Management | 118,950 | $1,158 萬 | 1.30% | 00.0% | 不變 |
| Shelton Capital Management | 118,910 | $1,157 萬 | 0.45% | −5,885−4.7% | 減碼 |
| Jane Street Group, LLC | 116,475 | $1,133 萬 | 0.03% | −105,308−47.5% | 減碼 |
| Howe & Rusling Inc | 115,422 | $1,123 萬 | 1.41% | +2,010+1.8% | 加碼 |
| Argent Trust Co | 113,635 | $1,106 萬 | 0.71% | −220−0.2% | 減碼 |
| Captrust Financial Advisors | 113,079 | $1,100 萬 | 0.09% | −1,713−1.5% | 減碼 |
| MML Investors Services, LLC | 112,926 | $1,099 萬 | 0.09% | +540+0.5% | 加碼 |
| Quantbot Technologies LP | 110,785 | $1,078 萬 | 0.79% | +110,785 | 新進 |
| Core Alternative Capital | 110,169 | $1,072 萬 | 2.28% | −452−0.4% | 減碼 |
| Creative Planning | 109,731 | $1,068 萬 | 0.02% | +5,708+5.5% | 加碼 |
| Swarthmore Group Inc | 116,208 | $1,066 萬 | 2.75% | 00.0% | 不變 |
| St Germain D J Co Inc | 106,908 | $1,040 萬 | 0.64% | −3,602−3.3% | 減碼 |
| CMT Capital Markets Trading GmbH | 104,482 | $1,040 萬 | 3.94% | +95,474+1,059.9% | 加碼 |
| Maryland State Retirement & Pension System | 103,853 | $1,036 萬 | 0.29% | −1,367−1.3% | 減碼 |
| Becker Capital Management Inc | 106,178 | $1,033 萬 | 0.44% | +634+0.6% | 加碼 |
| Polar Capital Holdings Plc | 104,806 | $1,020 萬 | 0.06% | +104,806 | 新進 |
| Motco | 103,488 | $1,007 萬 | 0.66% | −7,697−6.9% | 減碼 |
| People's United Financial, Inc. | 102,000 | $992.6 萬 | 0.22% | +198+0.2% | 加碼 |
| Montag A & Associates Inc | 101,550 | $988.2 萬 | 0.53% | −1,567−1.5% | 減碼 |
| Flputnam Investment Management Co | 101,532 | $988.0 萬 | 0.34% | −318−0.3% | 減碼 |
| Thompson Siegel & Walmsley LLC | 100,800 | $980.9 萬 | 0.14% | +15,000+17.5% | 加碼 |
| Mirabella Financial Services LLP | 100,674 | $979.6 萬 | 1.29% | +80,771+405.8% | 加碼 |
| Hudson Bay Capital Management LP | 100,000 | $973.1 萬 | 0.14% | −25,001−20.0% | 減碼 |
| BBVA USA | 98,741 | $960.8 萬 | 0.56% | −9,447−8.7% | 減碼 |
| Advisors Asset Management, Inc. | 98,163 | $955.2 萬 | 0.15% | +19,702+25.1% | 加碼 |
| Cornerstone Advisors, LLC | 98,000 | $953.6 萬 | 0.55% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 97,410 | $947.9 萬 | 0.33% | −2,600−2.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 97,313 | $946.9 萬 | 0.22% | −8,032−7.6% | 減碼 |
| Elo Mutual Pension Insurance Co | 97,177 | $945.6 萬 | 0.30% | −1,648−1.7% | 減碼 |
| Dowling & Yahnke LLC | 96,228 | $936.4 萬 | 0.52% | −964−1.0% | 減碼 |
| White Pine Investment CO | 96,168 | $935.8 萬 | 3.27% | −6,050−5.9% | 減碼 |
| FineMark National Bank & Trust | 95,607 | $930.4 萬 | 0.39% | +2,615+2.8% | 加碼 |
| Point72 Asset Management, L.P. | 93,200 | $906.9 萬 | 0.04% | −139,500−59.9% | 減碼 |
| Atika Capital Management LLC | 92,800 | $903.1 萬 | 0.64% | +92,800 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 92,457 | $899.7 萬 | 0.34% | −135,130−59.4% | 減碼 |
| Telemus Capital, LLC | 92,230 | $897.5 萬 | 0.76% | +893+1.0% | 加碼 |
| American Assets Investment Management, LLC | 92,000 | $895.3 萬 | 1.11% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 90,900 | $884.5 萬 | 0.21% | −1,900−2.0% | 減碼 |
| Simplex Trading, LLC | 95,934 | $882.7 萬 | 0.31% | +13,746+16.7% | 加碼 |
| Nicholas Investment Partners, LP | 90,000 | $875.8 萬 | 0.64% | 00.0% | 不變 |
| Credit Agricole S A | 88,578 | $862.1 萬 | 0.31% | −47,900−35.1% | 減碼 |
| Prospera Financial Services Inc | 88,087 | $857.2 萬 | 0.43% | −10,328−10.5% | 減碼 |