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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,230 | $848.8 萬 | 0.20% | −2,692−3.0% | 減碼 |
| Ashfield Capital Partners, LLC | 87,218 | $848.7 萬 | 0.60% | +460+0.5% | 加碼 |
| McGuire Investment Group, LLC | 86,455 | $841.3 萬 | 1.58% | +446+0.5% | 加碼 |
| Kentucky Retirement Systems | 86,130 | $838.1 萬 | 0.39% | −546−0.6% | 減碼 |
| YHB Investment Advisors, Inc. | 85,927 | $836.2 萬 | 0.72% | 00.0% | 不變 |
| Spectrum Management Group, LLC | 85,909 | $836.0 萬 | 1.32% | +29,640+52.7% | 加碼 |
| Alberta Investment Management Corp | 85,300 | $830.1 萬 | 0.07% | +22,700+36.3% | 加碼 |
| Brown Advisory Inc | 85,048 | $827.6 萬 | 0.01% | −881−1.0% | 減碼 |
| Banco Santander, S.A. | 84,641 | $823.6 萬 | 0.04% | −11,966−12.4% | 減碼 |
| Jupiter Wealth Management LLC | 84,092 | $822.2 萬 | 3.88% | −7,247−7.9% | 減碼 |
| Twin Capital Management Inc | 83,628 | $813.8 萬 | 0.83% | −10,180−10.9% | 減碼 |
| Nomura Holdings Inc | 87,855 | $813.1 萬 | 0.06% | +62,371+244.7% | 加碼 |
| Burns J W & Co Inc | 82,541 | $803.2 萬 | 1.26% | −745−0.9% | 減碼 |
| First Citizens Bank & Trust Co | 82,357 | $801.4 萬 | 0.38% | +1,175+1.4% | 加碼 |
| Pacer Advisors, Inc. | 81,887 | $796.8 萬 | 0.10% | −14,588−15.1% | 減碼 |
| D L Carlson Investment Group Inc | 81,720 | $795.2 萬 | 1.38% | +140.0% | 加碼 |
| Ieq Capital, LLC | 82,334 | $793.8 萬 | 0.21% | +1,191+1.5% | 加碼 |
| First National Bank of Omaha | 81,013 | $788.4 萬 | 0.40% | −10,596−11.6% | 減碼 |
| Cito Capital Group, LLC | 80,948 | $787.7 萬 | 3.68% | −5,080−5.9% | 減碼 |
| Capital Analysts, LLC | 79,390 | $772.5 萬 | 0.51% | −974−1.2% | 減碼 |
| Duality Advisers, LP | 79,096 | $769.7 萬 | 0.59% | +44,158+126.4% | 加碼 |
| Appleton Partners Inc | 79,012 | $768.9 萬 | 0.64% | +12,365+18.6% | 加碼 |
| Clear Street Markets LLC | 77,901 | $758.1 萬 | 1.67% | +48,801+167.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 77,553 | $754.7 萬 | 3.44% | −1,470−1.9% | 減碼 |
| Kestra Advisory Services, LLC | 76,530 | $744.7 萬 | 0.07% | +4,225+5.8% | 加碼 |
| AlphaCrest Capital Management LLC | 76,451 | $743.9 萬 | 0.38% | +40,354+111.8% | 加碼 |
| Capstone Investment Advisors, LLC | 76,422 | $743.7 萬 | 0.13% | +76,422 | 新進 |
| Gemsstock Limited | 75,000 | $729.8 萬 | 3.31% | −39,600−34.6% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 74,872 | $728.6 萬 | 3.53% | −280−0.4% | 減碼 |
| Kings Point Capital Management | 74,853 | $728.4 萬 | 0.65% | +5,922+8.6% | 加碼 |
| Rockefeller Capital Management L.P. | 74,554 | $725.4 萬 | 0.04% | +36,996+98.5% | 加碼 |
| Twinbeech Capital LP | 73,936 | $719.5 萬 | 0.51% | −2,089−2.7% | 減碼 |
| Connors Investor Services Inc | 73,481 | $715.0 萬 | 0.76% | −2,000−2.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 73,212 | $712.4 萬 | 0.14% | +5,617+8.3% | 加碼 |
| Pinebridge Investments, L.P. | 72,965 | $710.0 萬 | 0.08% | −8,569−10.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 71,913 | $699.6 萬 | 0.44% | −4,000−5.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 71,444 | $695.2 萬 | 0.04% | −178,157−71.4% | 減碼 |
| D.A. Davidson & Co. | 71,414 | $694.9 萬 | 0.08% | −3,300−4.4% | 減碼 |
| Cetera Investment Advisers | 82,224 | $694.5 萬 | 0.11% | +17,656+27.3% | 加碼 |
| German American Bancorp, Inc. | 71,023 | $691.1 萬 | 1.06% | +1,943+2.8% | 加碼 |
| Baugh & Associates, LLC | 70,387 | $684.9 萬 | 4.19% | −141−0.2% | 減碼 |
| Private Advisor Group, LLC | 70,139 | $682.5 萬 | 0.04% | +29,896+74.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 69,988 | $681.1 萬 | 3.46% | −16,533−19.1% | 減碼 |
| Catalyst Capital Advisors LLC | 69,200 | $673.4 萬 | 0.34% | −3,600−4.9% | 減碼 |
| Walleye Capital LLC | 68,909 | $670.6 萬 | 0.20% | −15,421−18.3% | 減碼 |
| Copperwynd Financial, LLC | 68,666 | $668.2 萬 | 2.76% | +68,666 | 新進 |
| L & S Advisors Inc | 68,469 | $666.3 萬 | 0.72% | +47,191+221.8% | 加碼 |
| Oliver Luxxe Assets LLC | 68,259 | $664.2 萬 | 1.83% | +711+1.1% | 加碼 |
| Avitas Wealth Management LLC | 67,738 | $659.2 萬 | 1.20% | −131−0.2% | 減碼 |
| Oak Harvest Investment Services | 67,085 | $652.8 萬 | 1.90% | +8,131+13.8% | 加碼 |
| Jefferies Group LLC | 66,850 | $650.5 萬 | 0.16% | +17,705+36.0% | 加碼 |
| Ethic Inc. | 66,216 | $644.3 萬 | 0.66% | +26,892+68.4% | 加碼 |
| Caas Capital Management LP | 65,730 | $639.6 萬 | 0.48% | +65,730 | 新進 |
| Banque Pictet & Cie SA | 65,515 | $637.5 萬 | 0.07% | −3,907−5.6% | 減碼 |
| Trexquant Investment LP | 65,401 | $636.4 萬 | 0.51% | +56,585+641.8% | 加碼 |
| Easterly Investment Partners LLC | 65,366 | $636.1 萬 | 0.43% | −164,033−71.5% | 減碼 |
| Old Second National Bank of Aurora | 65,318 | $635.6 萬 | 1.71% | −668−1.0% | 減碼 |
| Meyer Handelman Co | 63,542 | $618.3 萬 | 0.25% | 00.0% | 不變 |
| Cinctive Capital Management LP | 63,475 | $617.7 萬 | 0.34% | +44,326+231.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 63,412 | $617.0 萬 | 0.23% | +547+0.9% | 加碼 |
| Meeder Asset Management Inc | 63,319 | $616.1 萬 | 0.32% | +997+1.6% | 加碼 |
| Banque Cantonale Vaudoise | 63,275 | $615.7 萬 | 0.27% | +9,324+17.3% | 加碼 |
| Oppenheimer & Co Inc | 63,173 | $614.8 萬 | 0.12% | −4,475−6.6% | 減碼 |
| Wolverine Trading, LLC | 61,624 | $613.5 萬 | 0.13% | −48,196−43.9% | 減碼 |
| Boston Private Wealth LLC | 62,980 | $612.9 萬 | 0.08% | −404−0.6% | 減碼 |
| SG Americas Securities, LLC | 62,764 | $610.8 萬 | 0.03% | +25,502+68.4% | 加碼 |
| Iowa State Bank | 61,886 | $602.2 萬 | 1.68% | +129+0.2% | 加碼 |
| NorthCoast Asset Management LLC | 61,106 | $595.6 萬 | 0.22% | −18,996−23.7% | 減碼 |
| Signet Financial Management, LLC | 60,905 | $592.7 萬 | 1.02% | +60,905 | 新進 |
| Glenview Trust Co | 60,275 | $586.5 萬 | 0.23% | 00.0% | 不變 |
| Central Bank & Trust Co | 60,171 | $585.5 萬 | 0.96% | +22,320+59.0% | 加碼 |
| Canandaigua National Corp | 59,775 | $581.7 萬 | 0.95% | −190.0% | 減碼 |
| Wills Financial Group, Inc. | 59,015 | $574.2 萬 | 2.58% | +770+1.3% | 加碼 |
| Central Trust Co | 58,398 | $568.3 萬 | 0.20% | +15,168+35.1% | 加碼 |
| Cumberland Partners Ltd | 57,515 | $559.7 萬 | 0.46% | +9,586+20.0% | 加碼 |
| Walleye Trading LLC | 57,023 | $554.9 萬 | 0.13% | +57,023 | 新進 |
| Alerus Financial NA | 56,869 | $553.4 萬 | 0.50% | −631−1.1% | 減碼 |
| MainStreet Investment Advisors LLC | 56,616 | $550.9 萬 | 0.53% | −4,223−6.9% | 減碼 |
| EWG Elevate Inc. | 56,312 | $548.0 萬 | 2.27% | +56,312 | 新進 |
| Northern Oak Wealth Management Inc | 55,523 | $540.3 萬 | 0.66% | −114−0.2% | 減碼 |
| Gsa Capital Partners LLP | 54,900 | $534.2 萬 | 0.54% | +39,700+261.2% | 加碼 |
| Caption Management, LLC | 54,800 | $533.3 萬 | 0.35% | +54,800 | 新進 |
| Prelude Capital Management, LLC | 53,558 | $521.2 萬 | 0.28% | −14,831−21.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 52,833 | $514.1 萬 | 0.88% | +2,930+5.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 52,297 | $508.9 萬 | 0.01% | −54,291−50.9% | 減碼 |
| NWK Group, Inc. | 52,167 | $507.6 萬 | 2.01% | +1,105+2.2% | 加碼 |
| Baxter Bros Inc | 52,127 | $507.2 萬 | 0.81% | +260+0.5% | 加碼 |
| Marshall Wace, LLP | 52,112 | $507.1 萬 | 0.03% | −130,300−71.4% | 減碼 |
| Atria Investments LLC | 51,980 | $505.8 萬 | 0.09% | −3,468−6.3% | 減碼 |
| Winslow Capital Management, LLC | 51,781 | $503.8 萬 | 0.02% | −40,316−43.8% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $502.1 萬 | 0.79% | 00.0% | 不變 |
| Advisor Partners LLC | 51,421 | $500.2 萬 | 0.34% | −2,188−4.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 51,368 | $499.9 萬 | 0.40% | +578+1.1% | 加碼 |
| Stephens Inc | 51,137 | $497.6 萬 | 0.08% | −4,553−8.2% | 減碼 |
| Engineers Gate Manager LP | 50,765 | $494.0 萬 | 0.28% | −15,703−23.6% | 減碼 |
| Principal Street Partners, LLC | 50,447 | $490.9 萬 | 1.34% | −13,890−21.6% | 減碼 |
| Regent Investment Management LLC | 50,095 | $487.5 萬 | 1.17% | −785−1.5% | 減碼 |
| Mark Stevens | 50,063 | $487.2 萬 | 0.55% | −2,332−4.5% | 減碼 |
| Washington Trust Bank | 50,062 | $487.1 萬 | 0.57% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 49,822 | $484.8 萬 | 0.10% | +35,192+240.5% | 加碼 |