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。
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 | 2,746 | $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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 171,374 | $1,682 萬 | 0.92% | +171,374 | 新進 |
| Daiwa Securities Group Inc. | 142,128 | $1,634 萬 | 0.10% | −23,417−14.1% | 減碼 |
| Edgar Lomax Co | 166,030 | $1,630 萬 | 0.98% | −1,615−1.0% | 減碼 |
| Pittenger & Anderson Inc | 164,627 | $1,616 萬 | 0.75% | +1,463+0.9% | 加碼 |
| Peapack Gladstone Financial Corp | 163,792 | $1,608 萬 | 0.30% | +4,476+2.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 162,116 | $1,602 萬 | 0.21% | +162,116 | 新進 |
| Metropolitan Life Insurance Co | 160,714 | $1,578 萬 | 0.21% | −9,039−5.3% | 減碼 |
| Pacific Heights Asset Management LLC | 160,000 | $1,571 萬 | 1.32% | 00.0% | 不變 |
| Acadian Asset Management LLC | 158,938 | $1,560 萬 | 0.06% | +35,616+28.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 156,444 | $1,536 萬 | 0.19% | +2,193+1.4% | 加碼 |
| Matrix Asset Advisors Inc | 156,047 | $1,532 萬 | 1.99% | −944−0.6% | 減碼 |
| Sit Investment Associates Inc | 155,925 | $1,531 萬 | 0.36% | +2,875+1.9% | 加碼 |
| Westpac Banking Corp | 154,447 | $1,516 萬 | 0.16% | −68,451−30.7% | 減碼 |
| Gemsstock Limited | 154,100 | $1,513 萬 | 5.81% | +79,100+105.5% | 加碼 |
| Hartford Investment Management Co | 153,273 | $1,505 萬 | 0.35% | +9,318+6.5% | 加碼 |
| Erste Asset Management GmbH | 151,928 | $1,500 萬 | 0.27% | −960−0.6% | 減碼 |
| Scotia Capital Inc. | 152,672 | $1,499 萬 | 0.10% | +29,570+24.0% | 加碼 |
| Tudor Investment Corp Et Al | 152,149 | $1,494 萬 | 0.29% | +102,327+205.4% | 加碼 |
| Nissay Asset Management Corp | 151,045 | $1,483 萬 | 0.11% | −370−0.2% | 減碼 |
| Wade G W & Inc | 150,780 | $1,480 萬 | 0.64% | −570−0.4% | 減碼 |
| Socorro Asset Management LP | 148,330 | $1,456 萬 | 4.15% | +9,000+6.5% | 加碼 |
| Captrust Financial Advisors | 146,464 | $1,438 萬 | 0.10% | +33,385+29.5% | 加碼 |
| Nicola Wealth Management Ltd. | 146,000 | $1,433 萬 | 1.35% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 145,289 | $1,426 萬 | 0.40% | −3,178−2.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 144,487 | $1,418 萬 | 0.13% | −115,693−44.5% | 減碼 |
| Gratus Capital LLC | 141,781 | $1,392 萬 | 1.29% | +4,957+3.6% | 加碼 |
| Bokf, NA | 141,020 | $1,384 萬 | 0.21% | +6,326+4.7% | 加碼 |
| Bank of the West | 140,571 | $1,380 萬 | 1.31% | +4,081+3.0% | 加碼 |
| Liontrust Investment Partners LLP | 140,000 | $1,374 萬 | 0.16% | +140,000 | 新進 |
| Burney Co | 137,794 | $1,353 萬 | 0.58% | +998+0.7% | 加碼 |
| Polar Capital Holdings Plc | 137,695 | $1,352 萬 | 0.07% | +32,889+31.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 137,333 | $1,348 萬 | 0.47% | +2,736+2.0% | 加碼 |
| Greenwood Capital Associates LLC | 137,286 | $1,348 萬 | 1.91% | +5,159+3.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 134,017 | $1,316 萬 | 0.23% | +112,932+535.6% | 加碼 |
| Telos Capital Management, Inc. | 132,277 | $1,298 萬 | 1.62% | +2,107+1.6% | 加碼 |
| Crestwood Advisors Group LLC | 131,746 | $1,293 萬 | 0.34% | +1,983+1.5% | 加碼 |
| Edge Capital Group, LLC | 130,979 | $1,286 萬 | 0.91% | −27,771−17.5% | 減碼 |
| Wealthfront Advisers LLC | 129,542 | $1,272 萬 | 0.05% | +5,717+4.6% | 加碼 |
| Myriad Asset Management Ltd. | 128,804 | $1,264 萬 | 1.38% | −8,500−6.2% | 減碼 |
| MML Investors Services, LLC | 128,504 | $1,261 萬 | 0.09% | +15,578+13.8% | 加碼 |
| Ziegler Capital Management, LLC | 128,183 | $1,259 萬 | 0.45% | −6,972−5.2% | 減碼 |
| Banque Pictet & Cie SA | 127,801 | $1,255 萬 | 0.09% | +62,286+95.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 127,650 | $1,253 萬 | 0.17% | +26,850+26.6% | 加碼 |
| Advisors Asset Management, Inc. | 126,811 | $1,245 萬 | 0.18% | +28,648+29.2% | 加碼 |
| Morgan Stanley | 126,736 | $1,244 萬 | 0.00% | −294−0.2% | 減碼 |
| Leuthold Group, LLC | 125,544 | $1,232 萬 | 1.44% | −2,870−2.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 125,139 | $1,228 萬 | 0.05% | +4,653+3.9% | 加碼 |
| Bornite Capital Management LP | 125,000 | $1,227 萬 | 4.24% | +125,000 | 新進 |
| General Pension Society PZU Joint Stock Co | 124,369 | $1,221 萬 | 3.80% | 00.0% | 不變 |
| Kings Point Capital Management | 124,200 | $1,219 萬 | 1.00% | +49,347+65.9% | 加碼 |
| Two Sigma Investments, LP | 123,906 | $1,216 萬 | 0.03% | −606,376−83.0% | 減碼 |
| Brightworth | 123,060 | $1,208 萬 | 1.11% | +197+0.2% | 加碼 |
| Amica Mutual Insurance Co | 122,927 | $1,207 萬 | 1.02% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 121,753 | $1,195 萬 | 1.18% | +76+0.1% | 加碼 |
| Brinker Capital Investments, LLC | 121,511 | $1,193 萬 | 0.17% | −10,286−7.8% | 減碼 |
| Securian Asset Management, Inc | 121,206 | $1,190 萬 | 0.22% | −587−0.5% | 減碼 |
| Andra AP-fonden | 121,011 | $1,188 萬 | 0.24% | −38,400−24.1% | 減碼 |
| Marvin & Palmer Associates Inc | 120,523 | $1,183 萬 | 5.06% | −14,494−10.7% | 減碼 |
| Allstate Corp | 119,043 | $1,169 萬 | 0.22% | +82,314+224.1% | 加碼 |
| Grassi Investment Management | 118,950 | $1,168 萬 | 1.18% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 114,991 | $1,129 萬 | 0.53% | −22,569−16.4% | 減碼 |
| Creative Planning | 114,112 | $1,120 萬 | 0.02% | +4,381+4.0% | 加碼 |
| Winslow Capital Management, LLC | 111,769 | $1,097 萬 | 0.04% | +59,988+115.8% | 加碼 |
| Argent Trust Co | 110,899 | $1,089 萬 | 0.64% | −2,736−2.4% | 減碼 |
| St Germain D J Co Inc | 110,067 | $1,080 萬 | 0.59% | +3,159+3.0% | 加碼 |
| DuPont Capital Management Corp | 109,885 | $1,079 萬 | 0.38% | −38,955−26.2% | 減碼 |
| Desjardins Global Asset Management Inc. | 108,803 | $1,068 萬 | 0.91% | +108,803 | 新進 |
| Shelton Capital Management | 108,598 | $1,066 萬 | 0.38% | −10,312−8.7% | 減碼 |
| Coldstream Capital Management Inc | 108,069 | $1,061 萬 | 0.33% | +98,149+989.4% | 加碼 |
| Core Alternative Capital | 107,926 | $1,053 萬 | 2.12% | −2,243−2.0% | 減碼 |
| Crestline Management, LP | 105,000 | $1,031 萬 | 0.77% | +105,000 | 新進 |
| Banco Santander, S.A. | 104,439 | $1,025 萬 | 0.06% | +19,798+23.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 103,579 | $1,017 萬 | 0.22% | +6,266+6.4% | 加碼 |
| Ieq Capital, LLC | 103,356 | $1,015 萬 | 0.23% | +21,022+25.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 102,875 | $1,010 萬 | 0.28% | +5,698+5.9% | 加碼 |
| Maryland State Retirement & Pension System | 102,847 | $1,010 萬 | 0.26% | −1,006−1.0% | 減碼 |
| Flputnam Investment Management Co | 102,324 | $1,004 萬 | 0.31% | +792+0.8% | 加碼 |
| Motco | 100,801 | $989.4 萬 | 0.61% | −2,687−2.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 100,475 | $986.3 萬 | 0.72% | −36,533−26.7% | 減碼 |
| Brown Advisory Inc | 99,788 | $979.5 萬 | 0.01% | +14,740+17.3% | 加碼 |
| Montag A & Associates Inc | 99,652 | $978.2 萬 | 0.48% | −1,898−1.9% | 減碼 |
| FineMark National Bank & Trust | 98,658 | $968.4 萬 | 0.37% | +3,051+3.2% | 加碼 |
| Clear Street Markets LLC | 97,250 | $954.6 萬 | 0.86% | +19,349+24.8% | 加碼 |
| Squarepoint Ops LLC | 96,496 | $947.2 萬 | 0.05% | −41,953−30.3% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 96,070 | $943.0 萬 | 0.76% | +87,954+1,083.7% | 加碼 |
| Appleton Partners Inc | 95,674 | $939.1 萬 | 0.71% | +16,662+21.1% | 加碼 |
| Hourglass Capital, LLC | 95,653 | $938.9 萬 | 3.14% | −45,374−32.2% | 減碼 |
| Dowling & Yahnke LLC | 94,456 | $927.2 萬 | 0.45% | −1,772−1.8% | 減碼 |
| Becker Capital Management Inc | 93,990 | $922.6 萬 | 0.36% | −12,188−11.5% | 減碼 |
| Nomura Holdings Inc | 99,279 | $914.9 萬 | 0.05% | +11,424+13.0% | 加碼 |
| LGT Fund Management Co Ltd. | 93,000 | $912.9 萬 | 2.63% | +93,000 | 新進 |
| Nicholas Investment Partners, LP | 92,500 | $908.0 萬 | 0.57% | +2,500+2.8% | 加碼 |
| White Pine Investment CO | 92,208 | $905.1 萬 | 3.01% | −3,960−4.1% | 減碼 |
| Telemus Capital, LLC | 92,073 | $903.8 萬 | 0.73% | −157−0.2% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $903.1 萬 | 0.97% | 00.0% | 不變 |
| People's United Financial, Inc. | 91,899 | $902.1 萬 | 0.22% | −10,101−9.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 91,526 | $898.4 萬 | 0.16% | −172,661−65.4% | 減碼 |
| PEAK6 Investments LLC | 90,955 | $892.8 萬 | 0.25% | +90,955 | 新進 |
| Louisiana State Employees Retirement System | 90,000 | $883.4 萬 | 0.19% | −900−1.0% | 減碼 |
| Federated Hermes, Inc. | 89,861 | $882.0 萬 | 0.02% | −361,189−80.1% | 減碼 |