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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 14,941,139 | $14.7 億 | 0.24% | −216,124−1.4% | 減碼 |
| Norges Bank | 16,059,749 | $15.8 億 | 0.32% | −540,617−3.3% | 減碼 |
| Nuveen Asset Management, LLC | 18,567,314 | $18.2 億 | 0.54% | −295,898−1.6% | 減碼 |
| Massachusetts Financial Services Co | 19,778,692 | $19.4 億 | 0.53% | −210,647−1.1% | 減碼 |
| Bank of America Corp | 22,735,176 | $22.3 億 | 0.24% | −362,177−1.6% | 減碼 |
| Ameriprise Financial Inc | 23,758,149 | $23.2 億 | 0.64% | +7,416,538+45.4% | 加碼 |
| Geode Capital Management, LLC | 23,850,965 | $23.3 億 | 0.28% | +183,686+0.8% | 加碼 |
| Price T Rowe Associates Inc | 25,206,452 | $24.7 億 | 0.22% | −28,337,173−52.9% | 減碼 |
| Wellington Management Group LLP | 42,269,708 | $41.5 億 | 0.66% | −425,613−1.0% | 減碼 |
| JPMorgan Chase & Co | 42,492,491 | $41.7 億 | 0.52% | +479,225+1.1% | 加碼 |
| FMR LLC | 43,723,474 | $42.9 億 | 0.32% | +690,835+1.6% | 加碼 |
| BlackRock Inc. | 106,794,945 | $104.8 億 | 0.27% | −6,402,153−5.7% | 減碼 |
| Vanguard Group Inc | 117,937,806 | $115.8 億 | 0.26% | −650,877−0.5% | 減碼 |
| State Street Corp | 130,520,155 | $128.1 億 | 0.61% | +2,714,510+2.1% | 加碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $370.1 億 | 100.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 2,254 | – | – | +2,201+4,152.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,769,657−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −592,553−100.0% | 清倉 |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −487,066−100.0% | 清倉 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −390,553−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −372,032−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −193,006−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −177,835−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −177,634−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −149,525−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −128,827−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −110,785−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −100,674−100.0% | 清倉 |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −98,000−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −92,800−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −95,934−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −73,936−100.0% | 清倉 |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −68,666−100.0% | 清倉 |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −65,366−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −63,475−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −56,312−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −54,900−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −52,112−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −50,765−100.0% | 清倉 |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −39,200−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −38,780−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −34,070−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −23,635−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,462−100.0% | 清倉 |
| Inherent Group, LP | 0 | $0 | 0.00% | −21,157−100.0% | 清倉 |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −18,798−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −18,169−100.0% | 清倉 |
| McDonald Partners LLC | 0 | $0 | 0.00% | −14,678−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,507−100.0% | 清倉 |
| 55I, LLC | 0 | $0 | 0.00% | −13,116−100.0% | 清倉 |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −13,100−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,710−100.0% | 清倉 |
| University of Notre Dame du Lac | 0 | $0 | 0.00% | −11,080−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,474−100.0% | 清倉 |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −9,141−100.0% | 清倉 |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −9,010−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,154−100.0% | 清倉 |
| Emerald Advisors, LLC | 0 | $0 | 0.00% | −6,840−100.0% | 清倉 |
| St. Louis Trust Co | 0 | $0 | 0.00% | −6,103−100.0% | 清倉 |
| QVR LLC | 0 | $0 | 0.00% | −4,741−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,477−100.0% | 清倉 |
| Invst, LLC | 0 | $0 | 0.00% | −4,346−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −4,318−100.0% | 清倉 |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −3,707−100.0% | 清倉 |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −3,661−100.0% | 清倉 |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −3,621−100.0% | 清倉 |
| York Capital Management Global Advisors, LLC | 0 | $0 | 0.00% | −3,513−100.0% | 清倉 |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −3,367−100.0% | 清倉 |
| Botty Investors LLC | 0 | $0 | 0.00% | −3,311−100.0% | 清倉 |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −3,181−100.0% | 清倉 |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −3,024−100.0% | 清倉 |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,802−100.0% | 清倉 |
| Hurlow Wealth Management Group, Inc. | 0 | $0 | 0.00% | −2,725−100.0% | 清倉 |
| Hemington Wealth Management | 0 | $0 | 0.00% | −2,676−100.0% | 清倉 |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −2,539−100.0% | 清倉 |
| Capital Advisors Inc | 0 | $0 | 0.00% | −2,456−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −2,269−100.0% | 清倉 |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,229−100.0% | 清倉 |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,194−100.0% | 清倉 |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −2,074−100.0% | 清倉 |
| Monument Capital Management | 0 | $0 | 0.00% | −2,157−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −2,087−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,640−100.0% | 清倉 |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −1,545−100.0% | 清倉 |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,215−100.0% | 清倉 |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −1,205−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,173−100.0% | 清倉 |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −693−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −659−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −631−100.0% | 清倉 |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −454−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −386−100.0% | 清倉 |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −318−100.0% | 清倉 |
| Resolute Partners Group | 0 | $0 | 0.00% | −306−100.0% | 清倉 |