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 |
|---|---|---|---|---|---|
| Odey Asset Management Group Ltd | 49,400 | $480.7 萬 | 1.28% | 00.0% | 不變 |
| Norinchukin Bank, The | 49,366 | $480.4 萬 | 0.07% | +4,011+8.8% | 加碼 |
| Elk River Wealth Management, LLC | 48,939 | $476.2 萬 | 1.20% | +1,738+3.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 48,787 | $474.7 萬 | 0.05% | +3,728+8.3% | 加碼 |
| First Hawaiian Bank | 48,643 | $473.3 萬 | 0.19% | −6,485−11.8% | 減碼 |
| Corient Capital Partners, LLC | 48,590 | $472.8 萬 | 0.35% | −399−0.8% | 減碼 |
| Albion Financial Group | 48,165 | $468.7 萬 | 0.41% | +32+0.1% | 加碼 |
| Neville Rodie & Shaw Inc | 47,825 | $465.4 萬 | 0.36% | +1,127+2.4% | 加碼 |
| Ninety One SA (PTY) Ltd | 46,552 | $459.9 萬 | 1.79% | −531−1.1% | 減碼 |
| SkyOak Wealth, LLC | 47,240 | $459.7 萬 | 1.24% | −178−0.4% | 減碼 |
| Heritage Trust Co | 46,909 | $456.5 萬 | 0.64% | −2,480−5.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 44,279 | $450.5 萬 | 0.61% | +206+0.5% | 加碼 |
| Veritable, L.P. | 45,927 | $446.9 萬 | 0.07% | +133+0.3% | 加碼 |
| Transcend Wealth Collective, LLC | 43,078 | $445.7 萬 | 0.40% | +2,573+6.4% | 加碼 |
| Modera Wealth Management, LLC | 45,683 | $444.5 萬 | 0.23% | −4,590−9.1% | 減碼 |
| DRW Securities, LLC | 45,623 | $444.0 萬 | 1.31% | +41,656+1,050.1% | 加碼 |
| K.J. Harrison & Partners Inc | 45,350 | $443.8 萬 | 0.65% | −10,000−18.1% | 減碼 |
| Roanoke Asset Management Corp | 45,278 | $440.6 萬 | 1.56% | 00.0% | 不變 |
| Benson Investment Management Company, Inc. | 45,126 | $439.1 萬 | 2.26% | −12,215−21.3% | 減碼 |
| Illinois Municipal Retirement Fund | 44,879 | $436.7 萬 | 0.16% | 00.0% | 不變 |
| Hancock Whitney Corp | 44,584 | $433.9 萬 | 0.15% | +8,034+22.0% | 加碼 |
| Institutional & Family Asset Management, LLC | 44,318 | $431.3 萬 | 0.70% | −3,671−7.6% | 減碼 |
| Cigna Investments Inc | 44,096 | $429.1 萬 | 0.32% | −1,740−3.8% | 減碼 |
| Joel Isaacson & Co., LLC | 44,074 | $428.9 萬 | 0.32% | −195−0.4% | 減碼 |
| Massmutual Trust Co FSB | 43,664 | $424.9 萬 | 0.18% | −973−2.2% | 減碼 |
| FDx Advisors, Inc. | 43,595 | $424.2 萬 | 0.14% | −5,946−12.0% | 減碼 |
| HAP Trading, LLC | 43,544 | $423.7 萬 | 0.31% | −10,446−19.3% | 減碼 |
| Donaldson Capital Management, LLC | 43,268 | $421.0 萬 | 0.21% | +1,210+2.9% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 43,125 | $419.6 萬 | 2.72% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 43,096 | $419.4 萬 | 0.44% | −3,911−8.3% | 減碼 |
| Huntington National Bank | 43,035 | $418.8 萬 | 0.04% | +1,037+2.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 42,762 | $416.1 萬 | 0.18% | +42,762 | 新進 |
| Mitchell Capital Management Co | 42,653 | $415.1 萬 | 0.93% | +1,959+4.8% | 加碼 |
| KCS Wealth Advisory | 42,357 | $412.2 萬 | 1.95% | −1,504−3.4% | 減碼 |
| Hunter Associates Investment Management LLC | 42,223 | $410.9 萬 | 1.32% | +1,808+4.5% | 加碼 |
| Morse Asset Management, Inc | 42,223 | $410.9 萬 | 0.98% | +5,300+14.4% | 加碼 |
| MRJ Capital Inc | 41,908 | $407.8 萬 | 2.39% | −2,161−4.9% | 減碼 |
| DCM Advisors, LLC | 41,824 | $407.0 萬 | 1.57% | +34,072+439.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 41,642 | $405.2 萬 | 0.27% | −4,584−9.9% | 減碼 |
| Tocqueville Asset Management L.P. | 41,628 | $405.1 萬 | 0.06% | −4,206−9.2% | 減碼 |
| Comerica Securities,inc. | 41,517 | $404.0 萬 | 0.29% | +8,850+27.1% | 加碼 |
| Lincluden Management Ltd | 40,730 | $396.3 萬 | 0.40% | −3,313−7.5% | 減碼 |
| TownSquare Capital, LLC | 40,732 | $396.3 萬 | 0.11% | +5,215+14.7% | 加碼 |
| Los Angeles Capital Management LLC | 40,609 | $395.2 萬 | 0.02% | +2,040+5.3% | 加碼 |
| Tdam USA Inc. | 40,593 | $395.0 萬 | 0.26% | −55,574−57.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 40,452 | $393.6 萬 | 0.67% | +24,150+148.1% | 加碼 |
| Kessler Investment Group, LLC | 40,371 | $392.9 萬 | 2.79% | +40,371 | 新進 |
| Patten & Patten Inc | 40,325 | $392.4 萬 | 0.30% | −1,136−2.7% | 減碼 |
| Glenmede Trust Co NA | 40,327 | $392.2 萬 | 0.02% | −2,223−5.2% | 減碼 |
| Cresset Asset Management, LLC | 40,146 | $390.7 萬 | 0.05% | +10,663+36.2% | 加碼 |
| Maltese Capital Management LLC | 40,000 | $389.2 萬 | 0.67% | −122,515−75.4% | 減碼 |
| Castleark Management LLC | 39,200 | $381.5 萬 | 0.15% | 00.0% | 不變 |
| CastleArk Alternatives, LLC | 39,200 | $381.5 萬 | 0.15% | +39,200 | 新進 |
| Equitable Trust Co | 39,005 | $379.5 萬 | 0.24% | +669+1.7% | 加碼 |
| TBH Global Asset Management, LLC | 38,960 | $379.1 萬 | 0.88% | +2,802+7.7% | 加碼 |
| Brookfield Asset Management Inc. | 38,780 | $377.4 萬 | 0.02% | −103,949−72.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 38,497 | $374.6 萬 | 0.40% | −244−0.6% | 減碼 |
| IBM Retirement Fund | 38,486 | $374.5 萬 | 0.29% | −684−1.7% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 38,382 | $373.5 萬 | 0.04% | +3,457+9.9% | 加碼 |
| Logan Capital Management Inc | 37,977 | $369.6 萬 | 0.17% | +2,391+6.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 37,965 | $369.4 萬 | 0.06% | +1,120+3.0% | 加碼 |
| Northeast Investment Management | 37,835 | $368.2 萬 | 0.20% | −92−0.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 37,653 | $366.4 萬 | 0.67% | +37,653 | 新進 |
| Fma Advisory Inc | 37,177 | $361.8 萬 | 1.35% | −1,693−4.4% | 減碼 |
| Allstate Corp | 36,729 | $357.4 萬 | 0.15% | −2,713−6.9% | 減碼 |
| Verition Fund Management LLC | 36,594 | $356.1 萬 | 0.05% | +36,594 | 新進 |
| World Asset Management Inc | 36,294 | $353.2 萬 | 0.35% | −3,589−9.0% | 減碼 |
| Affinity Investment Advisors, LLC | 36,163 | $351.9 萬 | 1.58% | −612−1.7% | 減碼 |
| Sculati Wealth Management, LLC | 35,828 | $348.6 萬 | 1.85% | −620−1.7% | 減碼 |
| KCM Investment Advisors LLC | 35,746 | $347.8 萬 | 0.14% | −611−1.7% | 減碼 |
| Great Diamond Partners, LLC | 35,650 | $346.9 萬 | 0.95% | +638+1.8% | 加碼 |
| Avantax Advisory Services, Inc. | 35,584 | $345.9 萬 | 0.06% | +5,181+17.0% | 加碼 |
| Symmetry Partners, LLC | 34,350 | $340.8 萬 | 0.22% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 34,589 | $336.6 萬 | 0.22% | +1,508+4.6% | 加碼 |
| Hennessy Advisors Inc | 34,500 | $335.7 萬 | 0.20% | −1,500−4.2% | 減碼 |
| Redpoint Investment Management Pty Ltd | 34,109 | $331.9 萬 | 0.28% | −842−2.4% | 減碼 |
| Capula Management Ltd | 34,070 | $331.6 萬 | 0.26% | +23,521+223.0% | 加碼 |
| Cohen Klingenstein LLC | 31,400 | $330.0 萬 | 0.14% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 33,807 | $329.0 萬 | 0.06% | +1,266+3.9% | 加碼 |
| Assenagon Asset Management S.A. | 33,516 | $326.1 萬 | 0.01% | +13,111+64.3% | 加碼 |
| Chase Investment Counsel Corp | 33,436 | $325.3 萬 | 1.40% | −1,690−4.8% | 減碼 |
| Wetherby Asset Management Inc | 33,105 | $322.1 萬 | 0.20% | +288+0.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 32,911 | $320.2 萬 | 0.05% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 32,500 | $316.3 萬 | 0.03% | −241,100−88.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 32,335 | $314.7 萬 | 0.04% | −40−0.1% | 減碼 |
| Kempen Capital Management N.V. | 32,310 | $314.4 萬 | 0.11% | −9,808−23.3% | 減碼 |
| Lipe & Dalton | 32,298 | $314.3 萬 | 1.61% | −174−0.5% | 減碼 |
| Sigma Planning Corp | 32,196 | $313.3 萬 | 0.10% | +13,713+74.2% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 31,993 | $311.3 萬 | 2.34% | −1,250−3.8% | 減碼 |
| Covenant Multifamily Offices, LLC | 31,159 | $309.1 萬 | 0.56% | 00.0% | 不變 |
| Capital International Inc | 31,472 | $306.3 萬 | 0.03% | −3,779−10.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 31,445 | $306.0 萬 | 0.23% | +1,013+3.3% | 加碼 |
| Cetera Advisor Networks LLC | 31,714 | $305.0 萬 | 0.04% | +3,890+14.0% | 加碼 |
| Greenleaf Trust | 31,197 | $303.6 萬 | 0.04% | +1,029+3.4% | 加碼 |
| Pathstone Family Office, LLC | 30,596 | $297.7 萬 | 0.09% | +223+0.7% | 加碼 |
| Shell Asset Management Co | 30,473 | $296.5 萬 | 0.07% | −730−2.3% | 減碼 |
| Cerity Partners LLC | 30,209 | $294.0 萬 | 0.06% | −1,832−5.7% | 減碼 |
| Foster & Motley Inc | 30,065 | $292.6 萬 | 0.24% | −1,201−3.8% | 減碼 |
| Marshall Wace North America L.P. | 30,006 | $292.0 萬 | 0.01% | −86,087−74.2% | 減碼 |
| Gifford Fong Associates | 30,000 | $291.9 萬 | 0.57% | 00.0% | 不變 |