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 4 季 13F 持有人
Morgan Stanley 在 2021/12/31 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
- 1,716
- 較 2021 年第 3 季 +148 家
- 持有股數
- 15.0 億
- 較 2021 年第 3 季 −3,139 萬 (−2.1%)
- 總市值
- $1,469 億
- 較 2021 年第 3 季 −$18.2 億 (−1.2%)
- 新進機構
- 246
- 另有 640 家加碼
- 清倉機構
- 98
- 另有 589 家減碼
另有 24 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 | $2,181 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $370.1 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 130,520,155 | $128.1 億 | 0.61% | +2,714,510+2.1% | 加碼 |
| Vanguard Group Inc | 117,937,806 | $115.8 億 | 0.26% | −650,877−0.5% | 減碼 |
| BlackRock Inc. | 106,794,945 | $104.8 億 | 0.27% | −6,402,153−5.7% | 減碼 |
| FMR LLC | 43,723,474 | $42.9 億 | 0.32% | +690,835+1.6% | 加碼 |
| JPMorgan Chase & Co | 42,492,491 | $41.7 億 | 0.52% | +479,225+1.1% | 加碼 |
| Wellington Management Group LLP | 42,269,708 | $41.5 億 | 0.66% | −425,613−1.0% | 減碼 |
| Price T Rowe Associates Inc | 25,206,452 | $24.7 億 | 0.22% | −28,337,173−52.9% | 減碼 |
| Geode Capital Management, LLC | 23,850,965 | $23.3 億 | 0.28% | +183,686+0.8% | 加碼 |
| Ameriprise Financial Inc | 23,758,149 | $23.2 億 | 0.64% | +7,416,538+45.4% | 加碼 |
| Bank of America Corp | 22,735,176 | $22.3 億 | 0.24% | −362,177−1.6% | 減碼 |
| Massachusetts Financial Services Co | 19,778,692 | $19.4 億 | 0.53% | −210,647−1.1% | 減碼 |
| Nuveen Asset Management, LLC | 18,567,314 | $18.2 億 | 0.54% | −295,898−1.6% | 減碼 |
| Norges Bank | 16,059,749 | $15.8 億 | 0.32% | −540,617−3.3% | 減碼 |
| Northern Trust Corp | 14,941,139 | $14.7 億 | 0.24% | −216,124−1.4% | 減碼 |
| Eagle Capital Management LLC | 14,561,371 | $14.3 億 | 4.26% | −449,275−3.0% | 減碼 |
| Bank of New York Mellon Corp | 14,347,246 | $14.1 億 | 0.25% | +213,860+1.5% | 加碼 |
| Janus Henderson Group PLC | 14,037,219 | $13.8 億 | 0.57% | +734,628+5.5% | 加碼 |
| Capital Research Global Investors | 13,271,214 | $13.0 億 | 0.29% | +3,718,415+38.9% | 加碼 |
| Dimensional Fund Advisors LP | 10,546,530 | $10.4 億 | 0.31% | −959,143−8.3% | 減碼 |
| Fisher Asset Management, LLC | 10,448,069 | $10.3 億 | 0.57% | +474,238+4.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 10,032,308 | $9.85 億 | 0.60% | −219,387−2.1% | 減碼 |
| Bank of Montreal | 9,715,719 | $9.69 億 | 0.52% | −905,345−8.5% | 減碼 |
| Legal & General Group Plc | 9,326,772 | $9.16 億 | 0.28% | −315,816−3.3% | 減碼 |
| Goldman Sachs Group Inc | 8,853,969 | $8.69 億 | 0.21% | −566,237−6.0% | 減碼 |
| Primecap Management Co | 8,802,831 | $8.64 億 | 0.60% | −1,011,204−10.3% | 減碼 |
| Invesco Ltd. | 8,587,755 | $8.43 億 | 0.20% | −578,927−6.3% | 減碼 |
| Royal Bank of Canada | 7,671,587 | $7.53 億 | 0.18% | +2,202,072+40.3% | 加碼 |
| Charles Schwab Investment Management Inc | 7,006,607 | $6.88 億 | 0.20% | −78,429−1.1% | 減碼 |
| Franklin Resources Inc | 6,303,253 | $6.19 億 | 0.22% | +1,370,436+27.8% | 加碼 |
| Barclays PLC | 5,906,003 | $5.80 億 | 0.35% | +640,918+12.2% | 加碼 |
| UBS Asset Management Americas Inc | 5,737,143 | $5.63 億 | 0.22% | −72,384−1.2% | 減碼 |
| Wells Fargo & Company | 5,601,166 | $5.50 億 | 0.14% | +211,263+3.9% | 加碼 |
| UBS Group AG | 5,514,904 | $5.41 億 | 0.21% | −35,982−0.6% | 減碼 |
| Canada Pension Plan Investment Board | 5,231,897 | $5.14 億 | 0.55% | −572,320−9.9% | 減碼 |
| Parametric Portfolio Associates LLC | 5,069,809 | $4.98 億 | 0.25% | −227,491−4.3% | 減碼 |
| Capital World Investors | 4,939,268 | $4.85 億 | 0.08% | +12,278+0.2% | 加碼 |
| LSV Asset Management | 4,684,563 | $4.60 億 | 0.81% | −218,770−4.5% | 減碼 |
| TD Asset Management Inc | 4,587,990 | $4.50 億 | 0.38% | −182,259−3.8% | 減碼 |
| FIL Ltd | 4,516,526 | $4.43 億 | 0.45% | −1,902,356−29.6% | 減碼 |
| GQG Partners LLC | 4,479,226 | $4.40 億 | 1.09% | −3,355,485−42.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,412,862 | $4.33 億 | 0.26% | +242,407+5.8% | 加碼 |
| Deutsche Bank AG | 4,034,906 | $3.96 億 | 0.18% | +247,940+6.5% | 加碼 |
| Credit Suisse AG | 4,026,557 | $3.95 億 | 0.32% | +748,130+22.8% | 加碼 |
| Lord, Abbett & Co. LLC | 3,897,478 | $3.83 億 | 0.87% | +264,685+7.3% | 加碼 |
| Schroder Investment Management Group | 3,738,267 | $3.67 億 | 0.50% | +982,205+35.6% | 加碼 |
| Principal Financial Group Inc | 3,530,400 | $3.47 億 | 0.21% | −189,985−5.1% | 減碼 |
| Amundi | 3,342,128 | $3.43 億 | 0.22% | −111,221−3.2% | 減碼 |
| Fayez Sarofim & Co | 3,413,891 | $3.35 億 | 1.00% | +11,267+0.3% | 加碼 |
| Alliancebernstein L.P. | 3,365,340 | $3.30 億 | 0.12% | −3,291−0.1% | 減碼 |
| Macquarie Group Ltd | 3,289,412 | $3.23 億 | 0.27% | −445,298−11.9% | 減碼 |
| New York State Common Retirement Fund | 3,252,542 | $3.19 億 | 0.32% | −190,457−5.5% | 減碼 |
| Millennium Management LLC | 3,118,860 | $3.06 億 | 0.34% | −169,197−5.1% | 減碼 |
| Agf Investments Inc. | 3,069,514 | $3.01 億 | 2.17% | +39,549+1.3% | 加碼 |
| Allianz Asset Management GmbH | 2,971,388 | $2.92 億 | 0.21% | −675,971−18.5% | 減碼 |
| Prudential Financial Inc | 2,935,005 | $2.88 億 | 0.36% | +1,334,658+83.4% | 加碼 |
| California Public Employees Retirement System | 2,883,342 | $2.83 億 | 0.19% | −195,140−6.3% | 減碼 |
| Nordea Investment Management AB | 2,859,408 | $2.81 億 | 0.34% | +110,501+4.0% | 加碼 |
| Citigroup Inc | 2,855,928 | $2.80 億 | 0.25% | −98,209−3.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,704,962 | $2.66 億 | 0.22% | −34,562−1.3% | 減碼 |
| KBC Group NV | 2,664,954 | $2.62 億 | 0.86% | +444,827+20.0% | 加碼 |
| Cullen Capital Management LLC | 2,606,381 | $2.56 億 | 2.40% | −73,932−2.8% | 減碼 |
| Capital International Investors | 2,605,964 | $2.56 億 | 0.05% | +2,605,964 | 新進 |
| Eaton Vance Management | 2,537,798 | $2.49 億 | 0.30% | −212,592−7.7% | 減碼 |
| California State Teachers Retirement System | 2,455,317 | $2.41 億 | 0.28% | −17,607−0.7% | 減碼 |
| First Trust Advisors LP | 2,446,914 | $2.40 億 | 0.23% | +472,462+23.9% | 加碼 |
| AMF Pensionsforsakring AB | 2,424,579 | $2.38 億 | 1.63% | +1,713+0.1% | 加碼 |
| Rhumbline Advisers | 2,322,199 | $2.28 億 | 0.28% | −6,325−0.3% | 減碼 |
| Ensign Peak Advisors, Inc | 2,153,591 | $2.11 億 | 0.40% | +230,765+12.0% | 加碼 |
| Focused Investors LLC | 2,050,300 | $2.01 億 | 6.16% | −129,500−5.9% | 減碼 |
| First Republic Investment Management, Inc. | 2,028,683 | $1.99 億 | 0.43% | +223,845+12.4% | 加碼 |
| HSBC Holdings PLC | 2,007,831 | $1.98 億 | 0.21% | −251,270−11.1% | 減碼 |
| Envestnet Asset Management Inc | 1,948,297 | $1.91 億 | 0.09% | +66,371+3.5% | 加碼 |
| Neuberger Berman Group LLC | 1,925,550 | $1.86 億 | 0.15% | +92,933+5.1% | 加碼 |
| National Pension Service | 1,882,379 | $1.85 億 | 0.32% | −41,903−2.2% | 減碼 |
| Alphinity Investment Management Pty Ltd | 1,872,268 | $1.84 億 | 4.13% | +220,943+13.4% | 加碼 |
| American Century Companies Inc | 1,783,368 | $1.75 億 | 0.11% | +217,553+13.9% | 加碼 |
| Fifth Third Bancorp | 1,770,645 | $1.74 億 | 0.68% | +55,053+3.2% | 加碼 |
| New York State Teachers Retirement System | 1,739,957 | $1.71 億 | 0.33% | −24,666−1.4% | 減碼 |
| State of Wisconsin Investment Board | 1,738,967 | $1.71 億 | 0.33% | −237,382−12.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,618,948 | $1.59 億 | 0.29% | −25,930−1.6% | 減碼 |
| Commerce Bank | 1,593,904 | $1.56 億 | 1.02% | +4,001+0.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,576,200 | $1.55 億 | 0.38% | +214,315+15.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,543,934 | $1.52 億 | 0.27% | −67,300−4.2% | 減碼 |
| Thrivent Financial for Lutherans | 1,472,020 | $1.44 億 | 0.28% | −56,822−3.7% | 減碼 |
| Eminence Capital, LP | 1,438,457 | $1.41 億 | 1.84% | +418,375+41.0% | 加碼 |
| Tesco Pension Investment Ltd | 1,388,223 | $1.36 億 | 2.23% | +35,517+2.6% | 加碼 |
| Toronto Dominion Bank | 1,381,954 | $1.36 億 | 0.18% | +304,375+28.2% | 加碼 |
| Westfield Capital Management Co LP | 1,379,952 | $1.35 億 | 0.81% | −53,494−3.7% | 減碼 |
| Susquehanna International Group, LLP | 1,379,266 | $1.35 億 | 0.20% | −766,939−35.7% | 減碼 |
| Korea Investment CORP | 1,368,593 | $1.34 億 | 0.35% | +282,308+26.0% | 加碼 |
| Mackenzie Financial Corp | 1,305,184 | $1.28 億 | 0.17% | −22,791−1.7% | 減碼 |
| Raymond James & Associates | 1,293,997 | $1.27 億 | 0.10% | +65,215+5.3% | 加碼 |
| Evercore Wealth Management, LLC | 1,284,122 | $1.26 億 | 2.05% | +12,535+1.0% | 加碼 |
| Natixis Advisors, L.P. | 1,252,908 | $1.23 億 | 0.47% | −46,660−3.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,238,032 | $1.22 億 | 0.26% | +49,094+4.1% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,224,111 | $1.20 億 | 2.27% | −618,660−33.6% | 減碼 |
| Great West Life Assurance Co | 1,223,238 | $1.20 億 | 0.25% | −249,446−16.9% | 減碼 |
| Bank of Nova Scotia | 1,214,173 | $1.19 億 | 0.17% | +480,486+65.5% | 加碼 |
| Epoch Investment Partners, Inc. | 1,198,276 | $1.18 億 | 0.60% | −52,816−4.2% | 減碼 |