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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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2021 年第 4 季與 2021 年第 3 季比較

持有 Morgan Stanley 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

MS 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數1,592241,716+148
股數15.3 億87.1 萬15.0 億−3,139 萬 (−2.1%)
市值$1,488 億$8,483 萬$1,469 億−$18.2 億 (−1.2%)

24 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(246 家)

2021 年第 4 季季末持有 Morgan Stanley、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 246 家。

2021 年第 4 季新進 MS 的機構
機構股數市值佔組合 %
Capital International Investors2,605,964$2.56 億0.05%
Holocene Advisors, LP889,917$8,735 萬0.46%
Voleon Capital Management LP600,000$5,890 萬9.83%
Allspring Global Investments Holdings, LLC440,689$4,326 萬0.05%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH421,792$4,182 萬2.97%
Caisse de Depot Et Placement du Quebec425,600$4,178 萬0.09%
TD Waterhouse Canada Inc.365,326$4,068 萬0.40%
National Bank of Canada247,706$2,431 萬0.10%
Carlson Capital L P234,300$2,300 萬1.33%
Yousif Capital Management, LLC233,163$2,289 萬0.24%
NorthCrest Asset Manangement, LLC171,374$1,682 萬0.92%
B. Metzler seel. Sohn & Co. AG162,116$1,602 萬0.21%
Liontrust Investment Partners LLP140,000$1,374 萬0.16%
Bornite Capital Management LP125,000$1,227 萬4.24%
Desjardins Global Asset Management Inc.108,803$1,068 萬0.91%
Crestline Management, LP105,000$1,031 萬0.77%
LGT Fund Management Co Ltd.93,000$912.9 萬2.63%
PEAK6 Investments LLC90,955$892.8 萬0.25%
Paloma Partners Management Co89,366$877.2 萬0.28%
Axxcess Wealth Management, LLC63,911$627.4 萬0.48%
Connectus Wealth, LLC60,769$597.5 萬0.23%
LGT Group Foundation60,626$595.0 萬0.15%
Contravisory Investment Management, Inc.54,217$532.2 萬1.44%
Stamos Capital Partners, L.P.54,000$530.1 萬2.46%
Private Wealth Partners, LLC51,915$509.6 萬0.43%
CWM, LLC48,892$479.9 萬0.03%
Marathon Trading Investment Management LLC46,012$451.7 萬1.89%
Industrial Alliance Investment Management Inc.45,604$447.6 萬0.10%
Pinnbrook Capital Management LP40,047$393.1 萬3.16%
Leverage Partners Absolute Return Fund SPC40,000$392.6 萬2.26%
Prudential PLC36,120$354.6 萬0.05%
Helios Capital Management Pte. Ltd33,000$323.9 萬2.94%
Eagle Asset Management Inc28,781$284.3 萬0.01%
Chemistry Wealth Management LLC26,281$258.0 萬2.16%
Next Level Private LLC26,281$258.0 萬2.16%
HB Wealth Management, LLC25,616$251.5 萬0.05%
Altrafin AG23,828$233.9 萬0.85%
Charles Carroll Financial Partners, LLC23,078$226.5 萬2.25%
Abeille Asset Management SA22,560$221.4 萬0.51%
Fractal Investments LLC21,087$207.0 萬0.72%
Insight Inv LLC18,155$178.2 萬1.64%
Forum Financial Management, LP16,839$165.3 萬0.09%
McAlister, Sweet & Associates, Inc.16,390$160.9 萬1.40%
Highview Capital Management LLC15,643$153.6 萬1.00%
Winton Group Ltd15,280$150.0 萬0.09%
Baader Bank INC15,000$147.2 萬0.12%
Zullo Investment Group, Inc.14,874$146.0 萬0.75%
Mystic Asset Management, Inc.14,390$141.2 萬0.67%
Optimas Capital Ltd13,636$133.9 萬2.86%
McMillion Capital Management Inc13,346$131.0 萬0.71%
Wealth Effects LLC13,127$128.9 萬0.53%
IPG Investment Advisors LLC12,800$125.7 萬0.23%
Compton Wealth Advisory Group, LLC12,755$125.2 萬0.54%
Metis Global Partners, LLC12,594$123.6 萬0.34%
SRN Advisors, LLC12,411$121.8 萬0.44%
Viewpoint Capital Management LLC12,399$121.7 萬0.88%
Polar Asset Management Partners Inc.12,373$121.5 萬0.01%
LMR Partners LLP12,266$120.4 萬0.02%
Resurgent Financial Advisors LLC11,943$117.2 萬0.97%
Long Run Wealth Advisors, LLC11,190$109.4 萬0.38%
MBB Public Markets I LLC11,131$109.3 萬0.02%
NCM Capital Management, LLC11,111$109.1 萬0.97%
Two Sigma Securities, LLC11,035$108.3 萬0.21%
Roberts Capital Advisors, LLC10,785$105.9 萬0.99%
Retirement Planning Co of New England, Inc.10,377$101.8 萬0.50%
Lake Street Financial LLC10,224$100.4 萬0.18%
Clarkston Capital Partners, LLC10,061$98.8 萬0.02%
Eagle Rock Investment Company, LLC10,000$98.2 萬0.19%
W Advisors, LLC9,169$90.0 萬0.67%
GraniteShares Advisors LLC9,067$89.0 萬0.41%
Ulland Investment Advisors, LLC8,875$87.1 萬0.56%
Wintrust Investments LLC8,846$86.8 萬0.08%
Quadrature Capital Ltd8,579$84.2 萬0.04%
Western Wealth Management, LLC8,497$83.5 萬0.08%
Comprehensive Financial Consultants Institutional, Inc.8,186$77.3 萬0.50%
Sentinel Trust Co Lba7,819$76.8 萬0.09%
Lombard Odier Asset Management (Europe) Ltd7,611$74.7 萬0.03%
Congress Wealth Management LLC7,551$74.1 萬0.01%
Maven Securities LTD7,516$73.8 萬0.09%
Resource Consulting Group Inc7,356$72.2 萬0.26%
Woodmont Investment Counsel LLC7,234$71.0 萬0.09%
CoreCap Advisors, LLC6,784$66.6 萬0.04%
Wharton Business Group, LLC6,614$64.9 萬0.04%
Mechanics Financial Corp6,451$63.3 萬0.30%
Zimmermann Investment Management & Planning LLC6,368$62.5 萬0.35%
Quent Capital, LLC6,370$62.5 萬0.13%
Wedmont Private Capital6,053$62.1 萬0.19%
Stonegate Investment Group, LLC6,253$61.4 萬0.03%
Autumn Glory Partners, LLC6,114$60.0 萬0.25%
Benchmark Investment Advisors LLC5,982$58.7 萬0.48%
Advisor Resource Council5,439$53.4 萬0.04%
Alethea Capital Management, LLC5,381$52.8 萬0.46%
Schechter Investment Advisors, LLC5,282$51.8 萬0.05%
Annex Advisory Services, LLC5,059$49.7 萬0.03%
Cullinan Associates Inc5,041$49.5 萬0.03%
Sendero Wealth Management, LLC4,954$48.6 萬0.22%
Private Capital Management LLC4,728$46.4 萬0.16%
Radnor Capital Management, LLC4,440$43.6 萬0.11%
Astrantus Ltd4,406$43.2 萬0.32%
Dixon Hughes Goodman Wealth Advisors LLC4,309$42.3 萬0.14%

清倉機構(98 家)

2021 年第 3 季季末持有 Morgan Stanley、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 MS 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Ontario Teachers Pension Plan Board2,769,657$2.70 億
Laurion Capital Management LP592,553$5,766 萬
Kiltearn Partners LLP487,066$4,740 萬
AMP Capital Investors Ltd390,553$3,807 萬
Select Equity Group, L.P.372,032$3,620 萬
Ergoteles LLC193,006$1,878 萬
Bridgeway Capital Management, LLC177,835$1,731 萬
Twin Tree Management, LP177,634$1,729 萬
Artemis Investment Management LLP149,525$1,454 萬
Achmea Investment Management B.V.128,827$1,254 萬
Quantbot Technologies LP110,785$1,078 萬
Mirabella Financial Services LLP100,674$979.6 萬
Cornerstone Advisors, LLC98,000$953.6 萬
Atika Capital Management LLC92,800$903.1 萬
Simplex Trading, LLC95,934$882.7 萬
Twinbeech Capital LP73,936$719.5 萬
Copperwynd Financial, LLC68,666$668.2 萬
Easterly Investment Partners LLC65,366$636.1 萬
Cinctive Capital Management LP63,475$617.7 萬
EWG Elevate Inc.56,312$548.0 萬
Gsa Capital Partners LLP54,900$534.2 萬
Marshall Wace, LLP52,112$507.1 萬
Engineers Gate Manager LP50,765$494.0 萬
CastleArk Alternatives, LLC39,200$381.5 萬
Brookfield Asset Management Inc.38,780$377.4 萬
Capula Management Ltd34,070$331.6 萬
Itau Unibanco Holding S.A.30,000$291.9 萬
Townsend & Associates, Inc23,635$229.9 萬
XTX Topco Ltd23,462$228.3 萬
Inherent Group, LP21,157$205.9 萬
Capital Markets Trading UK LLP18,798$187.1 萬
Teza Capital Management LLC18,169$176.8 萬
McDonald Partners LLC14,678$142.8 萬
Wealth Enhancement Advisory Services, LLC13,507$139.8 萬
55I, LLC13,116$127.6 萬
McElhenny Sheffield Capital Management, LLC13,100$127.5 萬
SG3 Management, LLC12,000$116.8 萬
Capital Fund Management S.A.11,710$114.0 萬
University of Notre Dame du Lac11,080$107.8 萬
Two Sigma Advisers, LP9,474$92.2 萬
Hobart Private Capital, LLC9,141$89.0 萬
Strategy Asset Managers LLC9,010$87.7 萬
Quantamental Technologies LLC7,154$69.6 萬
Emerald Advisors, LLC6,840$66.6 萬
St. Louis Trust Co6,103$59.4 萬
QVR LLC4,741$46.1 萬
Occudo Quantitative Strategies LP4,477$43.6 萬
Invst, LLC4,346$42.3 萬
O'Neil Global Advisors, Inc.4,318$42.0 萬
Pinnacle Family Advisors, LLC3,707$36.1 萬
Jarislowsky, Fraser Ltd3,700$36.0 萬
MCF Advisors LLC3,661$35.6 萬
Tiedemann Advisors, LLC3,621$35.2 萬
York Capital Management Global Advisors, LLC3,513$34.2 萬
Financial Engines Advisors L.L.C.3,367$32.7 萬
Botty Investors LLC3,311$32.2 萬
Valmark Advisers, Inc.3,024$29.4 萬
Global Trust Asset Management, LLC2,900$28.2 萬
Harvest Investment Services, LLC2,802$27.2 萬
Hurlow Wealth Management Group, Inc.2,725$26.5 萬
Hemington Wealth Management2,676$26.0 萬
Richard P Slaughter Associates Inc2,539$24.7 萬
Capital Advisors Inc2,456$23.9 萬
Machina Capital S.A.S.2,400$23.4 萬
Clare Market Investments LLC2,269$22.1 萬
Robertson Stephens Wealth Management, LLC2,229$21.6 萬
Calton & Associates, Inc.2,200$21.4 萬
Cambria Investment Management, L.P.2,194$21.3 萬
Independent Wealth Network Inc.2,074$21.3 萬
Monument Capital Management2,157$21.0 萬
Nwam LLC2,087$20.3 萬
Global Retirement Partners, LLC1,640$16.0 萬
Capital Directions Investment Advisors, LLC1,545$15.0 萬
Evolution Wealth Advisors, LLC1,215$11.8 萬
Prentice Wealth Management LLC1,205$11.7 萬
Arkadios Wealth Advisors1,173$11.4 萬
Guidance Point Advisors, LLC693$6.70 萬
Kowal Investment Group, LLC659$6.40 萬
Meridian Wealth Partners, LLC631$6.20 萬
Better Money Decisions, LLC454$4.40 萬
Consolidated Planning Corp386$3.80 萬
Joseph P. Lucia & Associates, LLC318$3.10 萬
Resolute Partners Group306$3.00 萬
Herold Advisors, Inc.250$2.40 萬
Phoenix Wealth Advisors215$2.10 萬
Cahill Financial Advisors Inc176$1.70 萬
Ironwood Financial, llc128$1.20 萬
Liberty Wealth Management LLC100$1.00 萬
Walled Lake Planning & Wealth Management, LLC105$1.00 萬
Altshuler Shaham Ltd76$7,000
Halpern Financial, Inc.67$6,520
Robinson Value Management, Ltd.56$5,000
DB Wealth Management Group, LLC43$4,000
Red Tortoise LLC55$4,000
C M Bidwell & Associates Ltd34$3,000
Cordant, Inc.26$3,000
Mascoma Wealth Management LLC1$0
Gerber Kawasaki Wealth & Investment Management2–

尚未申報 2021 年第 4 季的機構(24 家)

2021 年第 3 季季末持有 Morgan Stanley、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 MS、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Granite Investment Advisors, LLC161,119$1,568 萬
Hexavest Inc.151,388$1,473 萬
B. Metzler seel. Sohn & Co. Holding AG143,122$1,393 萬
BBVA USA98,741$960.8 萬
NorthCoast Asset Management LLC61,106$595.6 萬
Fma Advisory Inc37,177$361.8 萬
World Asset Management Inc36,294$353.2 萬
Covenant Multifamily Offices, LLC31,159$309.1 萬
Marshall Wace North America L.P.30,006$292.0 萬
Homrich & Berg27,583$268.4 萬
HighPoint Advisor Group LLC21,561$209.8 萬
Optimal Asset Management, Inc.16,660$162.1 萬
CAMG Solamere Management, LLC16,064$156.4 萬
Green Harvest Asset Management LLC14,472$140.8 萬
Eudaimonia Partners, LLC8,208$79.9 萬
Mid Atlantic Financial Management Inc3,271$31.8 萬
Advus Financial Partners, LLC3,181$31.2 萬
Ameritas Investment Company, LLC3,121$30.4 萬
Berman Capital Advisors, LLC2,315$22.4 萬
Psagot Investment House Ltd.2,200$21.4 萬
Sonora Investment Management, LLC1,151$11.2 萬
Towarzystwo Funduszy Inwestycyjnych Pzu SA680$6.62 萬
Security National Trust Co469$4.30 萬
Wealth Quarterback LLC15$2,000