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 +147 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
- 99
- 另有 589 家減碼
另有 23 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 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 13,029 | $127.9 萬 | 0.06% | +40+0.3% | 加碼 |
| Lavaca Capital LLC | 13,052 | $128.1 萬 | 0.57% | −1,490−10.2% | 減碼 |
| Citizens Financial Group Inc | 13,743 | $128.8 萬 | 0.04% | +252+1.9% | 加碼 |
| Wealth Effects LLC | 13,127 | $128.9 萬 | 0.53% | +13,127 | 新進 |
| SeaCrest Wealth Management, LLC | 13,225 | $129.8 萬 | 0.14% | −159−1.2% | 減碼 |
| Financial Counselors Inc | 13,244 | $130.0 萬 | 0.03% | −2,361−15.1% | 減碼 |
| Perigon Wealth Management, LLC | 13,325 | $130.8 萬 | 0.09% | +198+1.5% | 加碼 |
| Windsor Group LTD | 12,541 | $130.8 萬 | 0.24% | −147−1.2% | 減碼 |
| McMillion Capital Management Inc | 13,346 | $131.0 萬 | 0.71% | +13,346 | 新進 |
| Tokio Marine Asset Management Co Ltd | 13,367 | $131.2 萬 | 0.10% | +679+5.4% | 加碼 |
| Investors Research Corp | 13,416 | $131.7 萬 | 0.40% | 00.0% | 不變 |
| Abbrea Capital, LLC | 13,475 | $132.3 萬 | 0.18% | +390+3.0% | 加碼 |
| Csenge Advisory Group | 14,383 | $132.4 萬 | 0.12% | +2,334+19.4% | 加碼 |
| Systematic Financial Management LP | 13,500 | $132.5 萬 | 0.04% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 13,539 | $132.9 萬 | 0.10% | −1,139−7.8% | 減碼 |
| Unigestion Holding SA | 13,551 | $133.0 萬 | 0.05% | −7,787−36.5% | 減碼 |
| Icon Advisers Inc | 13,600 | $133.5 萬 | 0.21% | 00.0% | 不變 |
| Excalibur Management Corp | 13,623 | $133.7 萬 | 0.54% | −147−1.1% | 減碼 |
| 1st Source Bank | 13,614 | $133.7 萬 | 0.08% | +307+2.3% | 加碼 |
| Optimas Capital Ltd | 13,636 | $133.9 萬 | 2.86% | +13,636 | 新進 |
| FourThought Financial, LLC | 13,720 | $134.7 萬 | 0.17% | −758−5.2% | 減碼 |
| Markston International LLC | 13,768 | $135.1 萬 | 1.36% | −5,617−29.0% | 減碼 |
| Atlas Private Wealth Management | 13,767 | $135.1 萬 | 0.75% | −539−3.8% | 減碼 |
| AdvisorNet Financial, Inc | 13,799 | $135.5 萬 | 0.08% | −9,276−40.2% | 減碼 |
| Bank Hapoalim BM | 13,843 | $135.9 萬 | 0.14% | −944−6.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 13,896 | $136.4 萬 | 0.15% | +2,758+24.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 13,905 | $136.5 萬 | 0.04% | −149−1.1% | 減碼 |
| S&CO Inc | 13,915 | $136.5 萬 | 0.10% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 13,931 | $136.7 萬 | 0.29% | −665−4.6% | 減碼 |
| Odey Holdings Ltd | 13,943 | $136.9 萬 | 7.61% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 14,036 | $137.8 萬 | 0.03% | −4,024−22.3% | 減碼 |
| Trust Asset Management LLC | 14,207 | $139.5 萬 | 0.17% | 00.0% | 不變 |
| Somerset Trust Co | 14,231 | $139.6 萬 | 0.51% | +299+2.1% | 加碼 |
| Ashburton (Jersey) Ltd | 14,256 | $139.9 萬 | 0.59% | +533+3.9% | 加碼 |
| Checchi Capital Advisers, LLC | 14,277 | $140.1 萬 | 0.15% | +174+1.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 14,373 | $141.1 萬 | 0.04% | −2,443−14.5% | 減碼 |
| Mystic Asset Management, Inc. | 14,390 | $141.2 萬 | 0.67% | +14,390 | 新進 |
| Parsons Capital Management Inc | 14,417 | $141.5 萬 | 0.10% | +320+2.3% | 加碼 |
| Amica Retiree Medical Trust | 14,448 | $141.8 萬 | 1.20% | 00.0% | 不變 |
| Conning Inc. | 14,518 | $142.5 萬 | 0.04% | −306−2.1% | 減碼 |
| Boston Partners | 14,558 | $142.9 萬 | 0.00% | −2,367−14.0% | 減碼 |
| Spouting Rock Asset Management, LLC | 14,663 | $143.9 萬 | 1.13% | −13,575−48.1% | 減碼 |
| Dakota Wealth Management | 14,673 | $144.0 萬 | 0.15% | +497+3.5% | 加碼 |
| Kinneret Advisory, LLC | 14,679 | $144.1 萬 | 0.15% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 14,700 | $144.3 萬 | 0.51% | 00.0% | 不變 |
| Am Investment Strategies LLC | 14,725 | $144.5 萬 | 0.35% | +89+0.6% | 加碼 |
| Centaurus Financial, Inc. | 14,853 | $145.8 萬 | 0.11% | −119−0.8% | 減碼 |
| Redwood Investment Management, LLC | 14,849 | $145.8 萬 | 0.19% | +11,800+387.0% | 加碼 |
| Diligent Investors, LLC | 14,870 | $146.0 萬 | 0.41% | −397−2.6% | 減碼 |
| Zullo Investment Group, Inc. | 14,874 | $146.0 萬 | 0.75% | +14,874 | 新進 |
| Wedbush Securities Inc | 14,882 | $146.1 萬 | 0.06% | +344+2.4% | 加碼 |
| Delphi Management Inc | 14,947 | $146.7 萬 | 1.38% | +928+6.6% | 加碼 |
| Capital Management Associates | 15,000 | $147.2 萬 | 1.44% | 00.0% | 不變 |
| Baader Bank INC | 15,000 | $147.2 萬 | 0.12% | +15,000 | 新進 |
| Allen Investment Management LLC | 15,084 | $148.1 萬 | 0.02% | +10,804+252.4% | 加碼 |
| Rational Advisors LLC | 15,179 | $149.0 萬 | 0.09% | +4,104+37.1% | 加碼 |
| Winton Group Ltd | 15,280 | $150.0 萬 | 0.09% | +15,280 | 新進 |
| Gotham Asset Management, LLC | 15,355 | $150.7 萬 | 0.05% | −6,425−29.5% | 減碼 |
| InterOcean Capital Group, LLC | 15,385 | $151.0 萬 | 0.07% | +402+2.7% | 加碼 |
| Intact Investment Management Inc. | 15,500 | $152.1 萬 | 0.04% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 15,611 | $153.2 萬 | 0.02% | +61+0.4% | 加碼 |
| Altium Wealth Management LLC | 15,605 | $153.2 萬 | 0.10% | +2,205+16.5% | 加碼 |
| Sawtooth Solutions, LLC | 15,656 | $153.6 萬 | 0.17% | +8,209+110.2% | 加碼 |
| Highview Capital Management LLC | 15,643 | $153.6 萬 | 1.00% | +15,643 | 新進 |
| Oak Asset Management, LLC | 15,678 | $153.9 萬 | 0.59% | +200+1.3% | 加碼 |
| Boston Private Wealth LLC | 15,697 | $154.1 萬 | 0.03% | −47,283−75.1% | 減碼 |
| Syntal Capital Partners, LLC | 15,737 | $154.4 萬 | 0.66% | +10,543+203.0% | 加碼 |
| Meridian Wealth Management, LLC | 15,752 | $154.6 萬 | 0.17% | +775+5.2% | 加碼 |
| SevenBridge Financial Group, LLC | 15,820 | $155.3 萬 | 0.47% | −88−0.6% | 減碼 |
| Intrust Bank NA | 15,921 | $156.2 萬 | 0.19% | +244+1.6% | 加碼 |
| Decatur Capital Management, Inc. | 15,948 | $156.5 萬 | 0.93% | −194−1.2% | 減碼 |
| Leavell Investment Management, Inc. | 16,021 | $157.3 萬 | 0.10% | +1,420+9.7% | 加碼 |
| Keebeck Alpha, LP | 16,151 | $158.5 萬 | 0.57% | +6,142+61.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 23,238 | $159.2 萬 | 0.04% | −1,259−5.1% | 減碼 |
| White Pine Capital LLC | 16,250 | $159.5 萬 | 0.47% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $160.3 萬 | 0.38% | 00.0% | 不變 |
| NVWM, LLC | 16,336 | $160.4 萬 | 0.50% | +1,033+6.8% | 加碼 |
| Capstone Investment Advisors, LLC | 16,393 | $160.9 萬 | 0.03% | −60,029−78.5% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 16,390 | $160.9 萬 | 1.40% | +16,390 | 新進 |
| Coastline Trust Co | 16,405 | $161.1 萬 | 0.18% | +2,430+17.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 16,447 | $161.4 萬 | 0.03% | +115+0.7% | 加碼 |
| TrimTabs Asset Management, LLC | 16,494 | $161.9 萬 | 0.80% | −8,528−34.1% | 減碼 |
| HRT Financial LP | 16,772 | $164.6 萬 | 0.01% | −365,888−95.6% | 減碼 |
| Brasada Capital Management, LP | 16,705 | $165.2 萬 | 0.32% | +2,248+15.5% | 加碼 |
| Forum Financial Management, LP | 16,839 | $165.3 萬 | 0.09% | +16,839 | 新進 |
| GPS Wealth Strategies Group, LLC | 16,857 | $165.5 萬 | 0.37% | +567+3.5% | 加碼 |
| Vestcor Inc | 16,890 | $165.8 萬 | 0.06% | −3,676−17.9% | 減碼 |
| Wolverine Asset Management LLC | 17,154 | $168.3 萬 | 0.02% | +16,981+9,815.6% | 加碼 |
| TCG Advisory Services, LLC | 17,160 | $168.4 萬 | 0.40% | +620+3.7% | 加碼 |
| Wright Investors Service Inc | 17,226 | $169.1 萬 | 0.43% | −6,164−26.4% | 減碼 |
| Moors & Cabot, Inc. | 21,826 | $169.1 萬 | 0.10% | +1,916+9.6% | 加碼 |
| Bryn Mawr Trust Co | 17,312 | $169.9 萬 | 0.06% | −831−4.6% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $170.1 萬 | 0.08% | 00.0% | 不變 |
| Trust Investment Advisors | 17,438 | $171.2 萬 | 1.35% | +16+0.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 17,524 | $172.0 萬 | 0.04% | +1,675+10.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 17,775 | $174.5 萬 | 0.41% | −19,878−52.8% | 減碼 |
| Vident Investment Advisory, LLC | 17,808 | $174.8 萬 | 0.05% | +475+2.7% | 加碼 |
| Institute for Wealth Management, LLC. | 17,905 | $175.8 萬 | 0.29% | −132−0.7% | 減碼 |
| Acropolis Investment Management, LLC | 17,999 | $176.7 萬 | 0.16% | +695+4.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 18,084 | $177.5 萬 | 0.75% | +50+0.3% | 加碼 |