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 | $2,180 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 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 1,197,998 | $1.18 億 | 0.77% | +1,135,234+1,808.7% | 加碼 |
| Stifel Financial Corp | 1,192,230 | $1.17 億 | 0.15% | −2,679−0.2% | 減碼 |
| State of Tennessee, Treasury Department | 1,173,165 | $1.15 億 | 0.42% | +89,785+8.3% | 加碼 |
| Artisan Partners Limited Partnership | 1,129,579 | $1.11 億 | 0.13% | −348,375−23.6% | 減碼 |
| Sound Shore Management Inc | 1,106,867 | $1.09 億 | 3.02% | −6,457−0.6% | 減碼 |
| Junto Capital Management LP | 1,097,069 | $1.08 億 | 2.77% | +382,903+53.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,096,622 | $1.08 億 | 0.23% | +794,289+262.7% | 加碼 |
| Retirement Systems of Alabama | 1,095,959 | $1.08 億 | 0.37% | −25,597−2.3% | 減碼 |
| Truist Financial Corp | 1,093,709 | $1.07 億 | 0.16% | +69,391+6.8% | 加碼 |
| Douglas Lane & Associates, LLC | 1,088,107 | $1.07 億 | 1.42% | −12,047−1.1% | 減碼 |
| Russell Investments Group, Ltd. | 1,085,600 | $1.07 億 | 0.17% | −153,835−12.4% | 減碼 |
| Pzena Investment Management LLC | 1,018,996 | $1.00 億 | 0.38% | −735,560−41.9% | 減碼 |
| CIBC World Markets Corp | 1,011,333 | $9,927 萬 | 0.53% | +625,724+162.3% | 加碼 |
| Crake Asset Management LLP | 991,158 | $9,729 萬 | 5.50% | +353,023+55.3% | 加碼 |
| Citadel Advisors LLC | 988,954 | $9,708 萬 | 0.10% | −1,579,939−61.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 973,551 | $9,557 萬 | 0.92% | +206,279+26.9% | 加碼 |
| Sadoff Investment Management LLC | 958,071 | $9,404 萬 | 5.51% | −18,390−1.9% | 減碼 |
| Pictet Asset Management SA | 943,120 | $9,258 萬 | 0.09% | −18,578−1.9% | 減碼 |
| Victory Capital Management Inc | 922,470 | $9,055 萬 | 0.08% | −10,999−1.2% | 減碼 |
| Panagora Asset Management Inc | 905,524 | $8,889 萬 | 0.47% | −83,825−8.5% | 減碼 |
| Public Employees Retirement System of Ohio | 890,540 | $8,742 萬 | 0.29% | −43,224−4.6% | 減碼 |
| Holocene Advisors, LP | 889,917 | $8,735 萬 | 0.46% | +889,917 | 新進 |
| Teacher Retirement System of Texas | 866,903 | $8,510 萬 | 0.38% | +439,229+102.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 866,349 | $8,504 萬 | 0.27% | −35,255−3.9% | 減碼 |
| Ninety One UK Ltd | 860,325 | $8,445 萬 | 0.20% | −480,241−35.8% | 減碼 |
| Public Sector Pension Investment Board | 852,370 | $8,367 萬 | 0.46% | −141,620−14.2% | 減碼 |
| Aristotle Capital Management, LLC | 831,161 | $8,159 萬 | 0.14% | 00.0% | 不變 |
| RBF Capital, LLC | 810,432 | $7,955 萬 | 4.98% | 00.0% | 不變 |
| Voya Investment Management LLC | 809,739 | $7,948 萬 | 0.15% | +203,953+33.7% | 加碼 |
| Storebrand Asset Management AS | 803,580 | $7,888 萬 | 0.35% | +22,750+2.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 800,954 | $7,862 萬 | 0.23% | −20,650−2.5% | 減碼 |
| Zurich Insurance Group Ltd | 790,696 | $7,762 萬 | 0.88% | −343,352−30.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 790,468 | $7,759 萬 | 0.16% | +28,042+3.7% | 加碼 |
| Calamos Advisors LLC | 788,450 | $7,739 萬 | 0.31% | −117,183−12.9% | 減碼 |
| Fullerton Fund Management Co Ltd. | 782,580 | $7,682 萬 | 3.85% | +123,281+18.7% | 加碼 |
| Factory Mutual Insurance Co | 803,600 | $7,636 萬 | 1.10% | −414,298−34.0% | 減碼 |
| Voloridge Investment Management, LLC | 767,735 | $7,536 萬 | 0.41% | +357,790+87.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 740,395 | $7,268 萬 | 0.15% | −75,310−9.2% | 減碼 |
| Clark Capital Management Group, Inc. | 740,321 | $7,267 萬 | 0.89% | −175,071−19.1% | 減碼 |
| Natixis | 740,122 | $7,265 萬 | 0.25% | +571,036+337.7% | 加碼 |
| Jane Street Group, LLC | 731,808 | $7,184 萬 | 0.14% | +615,333+528.3% | 加碼 |
| Swedbank AB | 705,382 | $6,969 萬 | 0.12% | −37,207−5.0% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 709,000 | $6,960 萬 | 0.75% | −2,500−0.4% | 減碼 |
| Rafferty Asset Management, LLC | 707,326 | $6,943 萬 | 0.37% | +52,697+8.0% | 加碼 |
| Capitolis Advisors LLC | 706,850 | $6,938 萬 | 0.41% | +76,699+12.2% | 加碼 |
| Clearbridge Investments, LLC | 695,994 | $6,832 萬 | 0.05% | −8,400−1.2% | 減碼 |
| Cookson Peirce & Co Inc | 685,445 | $6,728 萬 | 3.75% | −9,045−1.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 673,117 | $6,652 萬 | 0.34% | −40,738−5.7% | 減碼 |
| Asset Management One Co.,Ltd. | 669,430 | $6,607 萬 | 0.23% | −29,805−4.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 642,679 | $6,309 萬 | 0.40% | +164,503+34.4% | 加碼 |
| LPL Financial LLC | 641,549 | $6,297 萬 | 0.05% | +55,533+9.5% | 加碼 |
| TCW Group Inc | 637,486 | $6,258 萬 | 0.52% | +118,130+22.7% | 加碼 |
| Lazard Freres Gestion S.A.S. | 698,545 | $6,254 萬 | 1.69% | −56,287−7.5% | 減碼 |
| Gateway Investment Advisers LLC | 632,173 | $6,205 萬 | 0.59% | +1,162+0.2% | 加碼 |
| RNC Capital Management LLC | 623,378 | $6,119 萬 | 3.03% | −153,761−19.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 609,936 | $6,111 萬 | 0.24% | +84,045+16.0% | 加碼 |
| Standard Life Aberdeen plc | 616,175 | $6,048 萬 | 0.13% | −43,494−6.6% | 減碼 |
| Avalon Investment & Advisory | 615,464 | $6,041 萬 | 1.49% | +153,387+33.2% | 加碼 |
| M&T Bank Corp | 610,208 | $5,990 萬 | 0.25% | −3,429−0.6% | 減碼 |
| Voleon Capital Management LP | 600,000 | $5,890 萬 | 9.83% | +600,000 | 新進 |
| Teachers Retirement System of the State of Kentucky | 592,045 | $5,812 萬 | 0.52% | −36,243−5.8% | 減碼 |
| STRS Ohio | 587,118 | $5,763 萬 | 0.20% | −11,873−2.0% | 減碼 |
| DnB Asset Management AS | 586,937 | $5,761 萬 | 0.34% | −127,981−17.9% | 減碼 |
| Treasurer of the State of North Carolina | 569,272 | $5,588 萬 | 0.30% | −5,730−1.0% | 減碼 |
| Nisa Investment Advisors, LLC | 541,915 | $5,557 萬 | 0.42% | +34,877+6.9% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 555,902 | $5,457 萬 | 3.80% | +25,064+4.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 535,058 | $5,252 萬 | 1.53% | +18,008+3.5% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 523,315 | $5,137 萬 | 1.11% | −569,842−52.1% | 減碼 |
| Todd Asset Management LLC | 521,443 | $5,119 萬 | 1.10% | −25,810−4.7% | 減碼 |
| AQR Capital Management LLC | 512,587 | $5,032 萬 | 0.09% | +137,510+36.7% | 加碼 |
| HighTower Advisors, LLC | 510,727 | $4,991 萬 | 0.11% | +51,550+11.2% | 加碼 |
| Putnam Investments LLC | 502,011 | $4,928 萬 | 0.07% | −52,747−9.5% | 減碼 |
| American International Group, Inc. | 495,490 | $4,864 萬 | 0.24% | −3,941−0.8% | 減碼 |
| Aviva PLC | 492,962 | $4,839 萬 | 0.20% | −69,029−12.3% | 減碼 |
| SEI Investments Co | 490,324 | $4,815 萬 | 0.09% | +18,756+4.0% | 加碼 |
| Royal London Asset Management Ltd | 472,871 | $4,641 萬 | 0.17% | −17,563−3.6% | 減碼 |
| NFJ Investment Group, LLC | 465,304 | $4,568 萬 | 0.83% | +178,285+62.1% | 加碼 |
| Umb Bank N A | 458,414 | $4,500 萬 | 0.57% | +50,626+12.4% | 加碼 |
| ING Groep NV | 452,362 | $4,440 萬 | 0.40% | +329,818+269.1% | 加碼 |
| Employees Retirement System of Texas | 443,800 | $4,356 萬 | 0.49% | −26,000−5.5% | 減碼 |
| Payden & Rygel | 442,600 | $4,345 萬 | 2.01% | −2,400−0.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 442,395 | $4,343 萬 | 0.58% | −41,824−8.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 442,005 | $4,339 萬 | 0.10% | −265,213−37.5% | 減碼 |
| Gabelli Funds LLC | 441,774 | $4,337 萬 | 0.27% | −115,910−20.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 440,689 | $4,326 萬 | 0.05% | +440,689 | 新進 |
| Worldquant Millennium Advisors LLC | 437,110 | $4,291 萬 | 0.85% | +97,372+28.7% | 加碼 |
| E. Ohman J:or Asset Management AB | 432,710 | $4,247 萬 | 1.23% | +965+0.2% | 加碼 |
| ProShare Advisors LLC | 427,968 | $4,201 萬 | 0.08% | +89,422+26.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 421,792 | $4,182 萬 | 2.97% | +421,792 | 新進 |
| Caisse de Depot Et Placement du Quebec | 425,600 | $4,178 萬 | 0.09% | +425,600 | 新進 |
| Nomura Asset Management Co Ltd | 417,879 | $4,102 萬 | 0.21% | +119,874+40.2% | 加碼 |
| Bridger Management, LLC | 416,392 | $4,087 萬 | 5.28% | 00.0% | 不變 |
| Boston Common Asset Management, LLC | 415,630 | $4,080 萬 | 1.65% | −1610.0% | 減碼 |
| TD Waterhouse Canada Inc. | 365,326 | $4,068 萬 | 0.40% | +365,326 | 新進 |
| Bessemer Group Inc | 413,147 | $4,056 萬 | 0.08% | +113,950+38.1% | 加碼 |
| Loomis Sayles & Co L P | 412,611 | $4,050 萬 | 0.05% | −84,452−17.0% | 減碼 |
| Kames Capital plc | 401,095 | $3,949 萬 | 0.51% | +46,226+13.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 396,713 | $3,894 萬 | 0.34% | −26,790−6.3% | 減碼 |
| Mariner, LLC | 391,707 | $3,845 萬 | 0.16% | +146,406+59.7% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 383,500 | $3,764 萬 | 1.43% | +21,000+5.8% | 加碼 |