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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 30,000 | $291.9 萬 | 0.16% | +29,890+27,172.7% | 加碼 |
| Bowling Portfolio Management LLC | 29,932 | $291.3 萬 | 0.65% | −61−0.2% | 減碼 |
| Everence Capital Management Inc | 29,931 | $291.3 萬 | 0.24% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 29,843 | $290.4 萬 | 0.21% | −2,058−6.5% | 減碼 |
| Parallel Advisors, LLC | 29,651 | $288.5 萬 | 0.12% | +1,058+3.7% | 加碼 |
| Bank of New Hampshire | 31,379 | $287.7 萬 | 0.77% | 00.0% | 不變 |
| Regions Financial Corp | 29,566 | $287.7 萬 | 0.02% | −651−2.2% | 減碼 |
| Freedom Day Solutions, LLC | 29,486 | $286.9 萬 | 1.34% | −2,305−7.3% | 減碼 |
| Blueshift Asset Management, LLC | 29,463 | $286.7 萬 | 0.16% | +18,693+173.6% | 加碼 |
| Sowell Financial Services LLC | 29,252 | $284.7 萬 | 0.19% | −3,984−12.0% | 減碼 |
| Stevens Capital Management LP | 28,906 | $281.3 萬 | 1.18% | +28,906 | 新進 |
| Palisade Asset Management, LLC | 28,842 | $280.7 萬 | 0.34% | −48−0.2% | 減碼 |
| Essex Investment Management Co LLC | 28,763 | $279.9 萬 | 0.34% | −13,760−32.4% | 減碼 |
| Raymond James Trust N.A. | 28,601 | $278.3 萬 | 0.09% | −2,077−6.8% | 減碼 |
| JustInvest LLC | 28,441 | $276.8 萬 | 0.25% | +4,077+16.7% | 加碼 |
| Van Eck Associates Corp | 28,341 | $275.8 萬 | 0.01% | −10,076−26.2% | 減碼 |
| Heron Financial Group, LLC | 28,262 | $275.0 萬 | 1.53% | +440+1.6% | 加碼 |
| Spouting Rock Asset Management, LLC | 28,238 | $274.8 萬 | 1.37% | −6,571−18.9% | 減碼 |
| Venture Visionary Partners LLC | 27,948 | $271.9 萬 | 0.19% | +99+0.4% | 加碼 |
| Occidental Asset Management, LLC | 27,893 | $271.4 萬 | 0.70% | +1,004+3.7% | 加碼 |
| Carret Asset Management, LLC | 27,853 | $271.0 萬 | 0.32% | +196+0.7% | 加碼 |
| Union Heritage Capital, LLC | 27,747 | $270.0 萬 | 1.27% | 00.0% | 不變 |
| Assetmark, Inc | 27,704 | $269.6 萬 | 0.01% | −34,401−55.4% | 減碼 |
| Homrich & Berg | 27,583 | $268.4 萬 | 0.06% | −163−0.6% | 減碼 |
| Van Leeuwen & Company, LLC | 27,480 | $267.4 萬 | 1.64% | +27,480 | 新進 |
| HCR Wealth Advisors | 27,420 | $266.8 萬 | 0.45% | +631+2.4% | 加碼 |
| Ibex Wealth Advisors | 27,310 | $265.8 萬 | 0.51% | +1,049+4.0% | 加碼 |
| Ritholtz Wealth Management | 27,205 | $264.7 萬 | 0.18% | +4,337+19.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,125 | $264.0 萬 | 0.03% | −74−0.3% | 減碼 |
| Dimension Capital Management LLC | 26,941 | $262.1 萬 | 0.54% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 26,800 | $260.8 萬 | 0.33% | +26,800 | 新進 |
| Arrow Financial Corp | 26,712 | $260.0 萬 | 0.34% | −21,975−45.1% | 減碼 |
| TrimTabs Asset Management, LLC | 25,022 | $257.5 萬 | 1.25% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 26,408 | $257.0 萬 | 1.98% | −980−3.6% | 減碼 |
| Park Avenue Securities LLC | 26,364 | $256.5 萬 | 0.05% | +863+3.4% | 加碼 |
| Geneos Wealth Management Inc. | 25,822 | $255.7 萬 | 0.10% | +2,381+10.2% | 加碼 |
| Veriti Management LLC | 26,259 | $255.5 萬 | 0.36% | +1,492+6.0% | 加碼 |
| Chemung Canal Trust Co | 26,243 | $255.4 萬 | 0.49% | −47,475−64.4% | 減碼 |
| Koshinski Asset Management, Inc. | 26,135 | $254.3 萬 | 0.22% | +9,856+60.5% | 加碼 |
| Sumitomo Life Insurance Co | 25,981 | $252.8 萬 | 0.07% | −1,098−4.1% | 減碼 |
| Community Trust & Investment Co | 25,683 | $249.9 萬 | 0.21% | +16,411+177.0% | 加碼 |
| IndexIQ Advisors LLC | 25,584 | $249.0 萬 | 0.08% | +1,020+4.2% | 加碼 |
| National Asset Management, Inc. | 25,512 | $247.3 萬 | 0.08% | +592+2.4% | 加碼 |
| Greenwich Wealth Management LLC | 25,303 | $246.2 萬 | 0.20% | −158−0.6% | 減碼 |
| Independent Advisor Alliance | 25,168 | $244.9 萬 | 0.14% | +4,523+21.9% | 加碼 |
| Xcel Wealth Management, LLC | 25,146 | $244.7 萬 | 0.71% | +9,636+62.1% | 加碼 |
| IFG Advisory, LLC | 25,011 | $243.3 萬 | 0.26% | +2,495+11.1% | 加碼 |
| Prudent Man Advisors, LLC | 24,926 | $242.6 萬 | 0.92% | −319−1.3% | 減碼 |
| Aureus Asset Management, LLC | 24,641 | $239.8 萬 | 0.16% | +24,641 | 新進 |
| Kovitz Investment Group Partners, LLC | 24,497 | $238.4 萬 | 0.05% | +20+0.1% | 加碼 |
| Synovus Financial Corp | 24,301 | $236.5 萬 | 0.02% | −7,417−23.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 24,195 | $235.4 萬 | 0.23% | +8,789+57.0% | 加碼 |
| AE Wealth Management LLC | 24,159 | $235.1 萬 | 0.02% | +60+0.2% | 加碼 |
| Lincoln National Corp | 24,479 | $234.8 萬 | 0.05% | +4,156+20.4% | 加碼 |
| Culbertson A N & Co Inc | 23,900 | $232.5 萬 | 0.48% | −905−3.6% | 減碼 |
| TD Private Client Wealth LLC | 23,711 | $230.7 萬 | 0.10% | −17,287−42.2% | 減碼 |
| Texas Yale Capital Corp. | 23,655 | $230.2 萬 | 0.13% | +275+1.2% | 加碼 |
| Townsend & Associates, Inc | 23,635 | $229.9 萬 | 1.14% | +26+0.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 23,590 | $229.6 萬 | 0.54% | −645−2.7% | 減碼 |
| Arcus Capital Partners, LLC | 23,538 | $229.0 萬 | 0.86% | −8,445−26.4% | 減碼 |
| AXS Investments LLC | 23,538 | $229.0 萬 | 0.86% | +23,538 | 新進 |
| We Are One Seven, LLC | 22,220 | $228.4 萬 | 0.29% | −594−2.6% | 減碼 |
| XTX Topco Ltd | 23,462 | $228.3 萬 | 0.77% | +23,462 | 新進 |
| Courier Capital LLC | 23,400 | $227.7 萬 | 0.22% | −270−1.1% | 減碼 |
| Wright Investors Service Inc | 23,390 | $227.6 萬 | 0.65% | −80−0.3% | 減碼 |
| New England Research & Management, Inc. | 23,207 | $225.8 萬 | 1.18% | +1,400+6.4% | 加碼 |
| TCTC Holdings, LLC | 23,090 | $224.7 萬 | 0.10% | +2,315+11.1% | 加碼 |
| AdvisorNet Financial, Inc | 23,075 | $224.5 萬 | 0.16% | +8,593+59.3% | 加碼 |
| Advisory Services Network, LLC | 22,922 | $223.1 萬 | 0.07% | +3,291+16.8% | 加碼 |
| CAPROCK Group, Inc. | 22,612 | $220.0 萬 | 0.20% | +4,645+25.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 22,520 | $219.1 萬 | 1.43% | −27,180−54.7% | 減碼 |
| Lazard Asset Management LLC | 22,522 | $219.1 萬 | 0.00% | −14,363−38.9% | 減碼 |
| Integrated Advisors Network LLC | 22,192 | $215.9 萬 | 0.14% | −43,491−66.2% | 減碼 |
| Capital Investment Counsel, Inc | 22,066 | $214.7 萬 | 0.47% | −399−1.8% | 減碼 |
| Goodwin Daniel L | 22,000 | $214.1 萬 | 0.99% | 00.0% | 不變 |
| Cacti Asset Management LLC | 22,000 | $214.1 萬 | 0.18% | 00.0% | 不變 |
| Unigestion Holding SA | 21,338 | $212.4 萬 | 0.09% | −6,586−23.6% | 減碼 |
| Spire Wealth Management | 21,786 | $212.0 萬 | 0.06% | +1,867+9.4% | 加碼 |
| Gotham Asset Management, LLC | 21,780 | $211.9 萬 | 0.09% | +3,583+19.7% | 加碼 |
| Enlightenment Research, LLC | 21,768 | $211.8 萬 | 2.59% | +21,768 | 新進 |
| Sciencast Management LP | 21,613 | $210.3 萬 | 0.60% | +21,613 | 新進 |
| HighPoint Advisor Group LLC | 21,561 | $209.8 萬 | 0.21% | −757−3.4% | 減碼 |
| Capital International Ltd | 21,510 | $209.3 萬 | 0.11% | −376−1.7% | 減碼 |
| Pitcairn Co | 21,510 | $209.2 萬 | 0.14% | −10,056−31.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 21,436 | $208.6 萬 | 0.02% | −62,195−74.4% | 減碼 |
| American National Registered Investment Advisor, Inc. | 21,400 | $208.2 萬 | 0.75% | −112−0.5% | 減碼 |
| MD Financial Management Inc. | 21,307 | $207.3 萬 | 0.05% | −10,011−32.0% | 減碼 |
| South State Corp. | 21,190 | $206.2 萬 | 0.17% | −544−2.5% | 減碼 |
| Inherent Group, LP | 21,157 | $205.9 萬 | 0.53% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 21,085 | $205.2 萬 | 0.05% | −7,263−25.6% | 減碼 |
| Toscafund Asset Management LLP | 21,000 | $204.4 萬 | 2.17% | −4,000−16.0% | 減碼 |
| Deltec Asset Management LLC | 21,000 | $204.4 萬 | 0.31% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 20,900 | $203.4 萬 | 0.35% | −858−3.9% | 減碼 |
| Griffin Asset Management, Inc. | 20,769 | $202.1 萬 | 0.26% | +985+5.0% | 加碼 |
| Virtu Financial LLC | 20,717 | $201.6 萬 | 0.18% | +20,717 | 新進 |
| Vestcor Inc | 20,566 | $200.1 萬 | 0.07% | −3,117−13.2% | 減碼 |
| Brewin Dolphin Ltd | 20,540 | $199.9 萬 | 0.08% | +154+0.8% | 加碼 |
| Profund Advisors LLC | 20,308 | $197.6 萬 | 0.07% | −1,453−6.7% | 減碼 |
| Alaethes Wealth LLC | 20,286 | $197.4 萬 | 1.44% | +391+2.0% | 加碼 |
| Clarius Group, LLC | 20,201 | $196.6 萬 | 0.18% | +324+1.6% | 加碼 |