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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 381,540 | $3,745 萬 | 1.22% | +10,501+2.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 380,799 | $3,734 萬 | 0.50% | +44,973+13.4% | 加碼 |
| Fiduciary Trust Co | 380,182 | $3,732 萬 | 0.61% | +11,322+3.1% | 加碼 |
| Rathbone Brothers plc | 378,508 | $3,715 萬 | 0.36% | +27,600+7.9% | 加碼 |
| Amalgamated Bank | 376,159 | $3,692 萬 | 0.27% | −12,298−3.2% | 減碼 |
| Arizona State Retirement System | 374,784 | $3,679 萬 | 0.28% | −14,352−3.7% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,625 萬 | 1.66% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 367,819 | $3,611 萬 | 0.28% | +227,519+162.2% | 加碼 |
| GWM Advisors LLC | 364,471 | $3,578 萬 | 0.54% | +37,234+11.4% | 加碼 |
| Tredje AP-fonden | 364,007 | $3,573 萬 | 0.69% | −61,894−14.5% | 減碼 |
| State of Michigan Retirement System | 361,422 | $3,548 萬 | 0.19% | −5,100−1.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 350,287 | $3,438 萬 | 0.17% | −30,774−8.1% | 減碼 |
| Dana Investment Advisors, Inc. | 348,910 | $3,425 萬 | 1.48% | −20,554−5.6% | 減碼 |
| NN Investment Partners Holdings N.V. | 342,754 | $3,365 萬 | 0.17% | −33,294−8.9% | 減碼 |
| USS Investment Management Ltd | 342,242 | $3,359 萬 | 0.27% | 00.0% | 不變 |
| Fred Alger Management, LLC | 336,510 | $3,303 萬 | 0.08% | −811,972−70.7% | 減碼 |
| CIBC World Markets Inc. | 332,673 | $3,266 萬 | 0.11% | −65,619−16.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 330,429 | $3,244 萬 | 0.36% | −111,876−25.3% | 減碼 |
| Braun Stacey Associates Inc | 327,511 | $3,215 萬 | 1.17% | +22,885+7.5% | 加碼 |
| Jupiter Asset Management Ltd | 323,442 | $3,195 萬 | 0.35% | +8,367+2.7% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 323,008 | $3,171 萬 | 2.33% | −7,547−2.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 321,300 | $3,154 萬 | 0.23% | −3,286−1.0% | 減碼 |
| PFS Investments Inc. | 321,083 | $3,152 萬 | 0.61% | −10,231−3.1% | 減碼 |
| Forsta Ap-Fonden | 320,863 | $3,150 萬 | 0.32% | +9,100+2.9% | 加碼 |
| Bridgewater Associates, LP | 319,434 | $3,136 萬 | 0.18% | −431,488−57.5% | 減碼 |
| MetLife Investment Management | 317,168 | $3,113 萬 | 0.26% | −12,508−3.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 316,942 | $3,111 萬 | 0.10% | −169,875−34.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 313,262 | $3,075 萬 | 2.06% | +4,269+1.4% | 加碼 |
| Janney Montgomery Scott LLC | 312,664 | $3,069 萬 | 0.12% | +7,813+2.6% | 加碼 |
| Pinnacle Associates Ltd | 310,558 | $3,048 萬 | 0.53% | +28,057+9.9% | 加碼 |
| Ossiam | 309,860 | $3,042 萬 | 0.80% | −34,399−10.0% | 減碼 |
| Commonwealth Equity Services, LLC | 309,044 | $3,034 萬 | 0.07% | +22,967+8.0% | 加碼 |
| AXA S.A. | 299,118 | $2,936 萬 | 0.08% | −4,456−1.5% | 減碼 |
| Chilton Capital Management LLC | 296,050 | $2,906 萬 | 1.48% | +5,602+1.9% | 加碼 |
| Keybank National Association | 294,319 | $2,889 萬 | 0.12% | −3,638−1.2% | 減碼 |
| Mark Asset Management LP | 294,218 | $2,888 萬 | 4.18% | −1,044−0.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 287,482 | $2,822 萬 | 0.24% | −62,199−17.8% | 減碼 |
| Swiss Life Asset Management Ltd | 286,371 | $2,811 萬 | 0.37% | −33,179−10.4% | 減碼 |
| Baird Financial Group, Inc. | 284,542 | $2,793 萬 | 0.07% | +162,978+134.1% | 加碼 |
| Advisor Group Holdings, Inc. | 283,731 | $2,788 萬 | 0.05% | +26,425+10.3% | 加碼 |
| Chartwell Investment Partners, LLC | 283,126 | $2,779 萬 | 0.81% | −37,558−11.7% | 減碼 |
| Argent Capital Management LLC | 274,424 | $2,694 萬 | 0.78% | −2,862−1.0% | 減碼 |
| Picton Mahoney Asset Management | 271,602 | $2,666 萬 | 0.96% | −7,110−2.6% | 減碼 |
| Bollard Group LLC | 270,417 | $2,654 萬 | 0.85% | +763+0.3% | 加碼 |
| Handelsbanken Fonder AB | 258,783 | $2,540 萬 | 0.13% | −75,898−22.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 257,269 | $2,525 萬 | 0.32% | −5,614−2.1% | 減碼 |
| US Bancorp | 255,206 | $2,505 萬 | 0.04% | +19,366+8.2% | 加碼 |
| National Bank of Canada | 247,706 | $2,431 萬 | 0.10% | +247,706 | 新進 |
| RMB Capital Management, LLC | 247,361 | $2,428 萬 | 0.73% | −820.0% | 減碼 |
| Hosking Partners LLP | 246,723 | $2,422 萬 | 0.58% | −4,692−1.9% | 減碼 |
| Blue Chip Partners, Inc. | 244,919 | $2,404 萬 | 3.02% | +4,028+1.7% | 加碼 |
| Comerica Bank | 242,580 | $2,403 萬 | 0.18% | −8,317−3.3% | 減碼 |
| Utah Retirement Systems | 243,468 | $2,390 萬 | 0.30% | −3,000−1.2% | 減碼 |
| Heritage Investors Management Corp | 243,202 | $2,387 萬 | 0.93% | −1,789−0.7% | 減碼 |
| 1832 Asset Management L.P. | 237,903 | $2,375 萬 | 0.04% | −4,877,977−95.3% | 減碼 |
| British Columbia Investment Management Corp | 240,574 | $2,362 萬 | 0.13% | −17,477−6.8% | 減碼 |
| Tweedy, Browne Co LLC | 237,835 | $2,335 萬 | 0.74% | 00.0% | 不變 |
| Carlson Capital L P | 234,300 | $2,300 萬 | 1.33% | +234,300 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 234,240 | $2,299 萬 | 0.04% | +48,533+26.1% | 加碼 |
| Yousif Capital Management, LLC | 233,163 | $2,289 萬 | 0.24% | +233,163 | 新進 |
| Diamond Hill Capital Management Inc | 232,962 | $2,287 萬 | 0.08% | −171,192−42.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 231,950 | $2,277 萬 | 0.09% | −10,525−4.3% | 減碼 |
| Hallmark Capital Management Inc | 229,077 | $2,249 萬 | 1.80% | −8,055−3.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 228,773 | $2,246 萬 | 0.32% | −45,917−16.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 228,714 | $2,245 萬 | 0.11% | +157,270+220.1% | 加碼 |
| LGT Capital Partners Ltd. | 227,050 | $2,229 萬 | 0.59% | +6,890+3.1% | 加碼 |
| Guggenheim Capital LLC | 227,039 | $2,229 萬 | 0.12% | +10,207+4.7% | 加碼 |
| State of Alaska, Department of Revenue | 222,688 | $2,186 萬 | 0.21% | −14,510−6.1% | 減碼 |
| Tiaa, FSB | 221,439 | $2,169 萬 | 0.07% | −3,794−1.7% | 減碼 |
| Wesbanco Bank Inc | 220,863 | $2,168 萬 | 0.78% | +470+0.2% | 加碼 |
| Mutual of America Capital Management LLC | 220,066 | $2,160 萬 | 0.22% | −3,849−1.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 219,258 | $2,152 萬 | 0.84% | +36,741+20.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 216,165 | $2,122 萬 | 0.03% | −51,568−19.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 214,570 | $2,106 萬 | 0.46% | +50,031+30.4% | 加碼 |
| Mackay Shields LLC | 213,925 | $2,100 萬 | 0.17% | −8,491−3.8% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 210,923 | $2,070 萬 | 4.05% | −433−0.2% | 減碼 |
| Ninety One SA (PTY) Ltd | 208,775 | $2,056 萬 | 6.00% | +162,223+348.5% | 加碼 |
| Maple Capital Management, Inc. | 208,014 | $2,042 萬 | 2.23% | +18,366+9.7% | 加碼 |
| Abner Herrman & Brock LLC | 206,445 | $2,027 萬 | 2.64% | −3,486−1.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $2,012 萬 | 0.24% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 201,960 | $1,982 萬 | 0.12% | +11,059+5.8% | 加碼 |
| Railway Pension Investments Ltd | 200,600 | $1,969 萬 | 0.15% | −1,373,622−87.3% | 減碼 |
| Texas Permanent School Fund | 198,000 | $1,944 萬 | 0.24% | −27,491−12.2% | 減碼 |
| Vontobel Holding Ltd. | 195,555 | $1,932 萬 | 0.16% | −7,140−3.5% | 減碼 |
| CIBC Asset Management Inc | 193,211 | $1,897 萬 | 0.07% | +4,208+2.2% | 加碼 |
| APG Asset Management N.V. | 215,576 | $1,861 萬 | 0.03% | −14,400−6.3% | 減碼 |
| ExodusPoint Capital Management, LP | 188,719 | $1,853 萬 | 0.23% | −241,638−56.1% | 減碼 |
| Blair William & Co | 187,774 | $1,843 萬 | 0.06% | +62,866+50.3% | 加碼 |
| Bridgecreek Investment Management, LLC | 187,505 | $1,841 萬 | 2.51% | −550.0% | 減碼 |
| IFM Investors Pty Ltd | 186,987 | $1,836 萬 | 0.34% | −4,048−2.1% | 減碼 |
| Man Group plc | 186,670 | $1,832 萬 | 0.06% | −210,401−53.0% | 減碼 |
| Earnest Partners LLC | 185,539 | $1,821 萬 | 0.11% | −12,121−6.1% | 減碼 |
| Pinebridge Investments, L.P. | 184,688 | $1,813 萬 | 0.19% | +111,723+153.1% | 加碼 |
| TPI Fund Managers Ltd | 184,680 | $1,813 萬 | 2.23% | 00.0% | 不變 |
| Grand Jean Capital Management Inc | 182,874 | $1,795 萬 | 4.46% | −12,319−6.3% | 減碼 |
| LVM Capital Management Ltd | 181,766 | $1,784 萬 | 2.38% | +1,441+0.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 180,184 | $1,769 萬 | 0.19% | −2,735−1.5% | 減碼 |
| Xponance, Inc. | 175,366 | $1,721 萬 | 0.27% | +56,085+47.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 173,783 | $1,706 萬 | 0.04% | −7,343−4.1% | 減碼 |
| Bailard, Inc. | 172,941 | $1,698 萬 | 0.54% | +1,569+0.9% | 加碼 |