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 |
|---|---|---|---|---|---|
| CWM, LLC | 48,892 | $479.9 萬 | 0.03% | +48,892 | 新進 |
| Corient Capital Partners, LLC | 48,472 | $475.8 萬 | 0.32% | −118−0.2% | 減碼 |
| First Hawaiian Bank | 48,391 | $475.0 萬 | 0.14% | −252−0.5% | 減碼 |
| Transcend Wealth Collective, LLC | 48,116 | $472.3 萬 | 0.42% | +5,038+11.7% | 加碼 |
| Norinchukin Bank, The | 47,830 | $469.5 萬 | 0.06% | −1,536−3.1% | 減碼 |
| SkyOak Wealth, LLC | 47,827 | $469.5 萬 | 1.19% | +587+1.2% | 加碼 |
| Mark Stevens | 47,328 | $464.5 萬 | 0.49% | −2,735−5.5% | 減碼 |
| Marathon Trading Investment Management LLC | 46,012 | $451.7 萬 | 1.89% | +46,012 | 新進 |
| Veritable, L.P. | 45,746 | $449.0 萬 | 0.07% | −181−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 45,610 | $447.7 萬 | 0.04% | −3,177−6.5% | 減碼 |
| Industrial Alliance Investment Management Inc. | 45,604 | $447.6 萬 | 0.10% | +45,604 | 新進 |
| Advisor Partners LLC | 45,597 | $447.5 萬 | 0.27% | −5,824−11.3% | 減碼 |
| Benson Investment Management Company, Inc. | 45,441 | $446.0 萬 | 2.16% | +315+0.7% | 加碼 |
| HAP Trading, LLC | 45,376 | $445.4 萬 | 0.31% | +1,832+4.2% | 加碼 |
| Donaldson Capital Management, LLC | 45,216 | $443.8 萬 | 0.20% | +1,948+4.5% | 加碼 |
| TownSquare Capital, LLC | 45,122 | $442.8 萬 | 0.11% | +4,390+10.8% | 加碼 |
| Aigen Investment Management, LP | 44,688 | $442.6 萬 | 0.27% | +31,385+235.9% | 加碼 |
| Heritage Trust Co | 44,859 | $440.3 萬 | 0.56% | −2,050−4.4% | 減碼 |
| Roanoke Asset Management Corp | 44,788 | $439.6 萬 | 1.46% | −490−1.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 44,735 | $439.1 萬 | 0.58% | +456+1.0% | 加碼 |
| Joel Isaacson & Co., LLC | 44,099 | $432.9 萬 | 0.30% | +25+0.1% | 加碼 |
| Huntington National Bank | 43,968 | $431.7 萬 | 0.04% | +933+2.2% | 加碼 |
| Massmutual Trust Co FSB | 43,796 | $429.9 萬 | 0.16% | +132+0.3% | 加碼 |
| Mitchell Capital Management Co | 43,574 | $427.7 萬 | 0.87% | +921+2.2% | 加碼 |
| JustInvest LLC | 43,188 | $423.9 萬 | 0.25% | +14,747+51.9% | 加碼 |
| Comerica Securities,inc. | 43,099 | $423.1 萬 | 0.27% | +1,582+3.8% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 42,800 | $420.1 萬 | 2.63% | −325−0.8% | 減碼 |
| KCS Wealth Advisory | 42,654 | $418.7 萬 | 1.68% | +297+0.7% | 加碼 |
| Institutional & Family Asset Management, LLC | 42,562 | $417.8 萬 | 0.65% | −1,756−4.0% | 減碼 |
| Glenmede Trust Co NA | 42,495 | $417.0 萬 | 0.02% | +2,168+5.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 42,362 | $415.8 萬 | 0.16% | −400−0.9% | 減碼 |
| Level Four Advisory Services, LLC | 42,244 | $414.7 萬 | 0.32% | −852−2.0% | 減碼 |
| Morse Asset Management, Inc | 42,058 | $412.8 萬 | 0.92% | −165−0.4% | 減碼 |
| Hunter Associates Investment Management LLC | 41,923 | $411.5 萬 | 1.18% | −300−0.7% | 減碼 |
| Hancock Whitney Corp | 41,843 | $410.8 萬 | 0.13% | −2,741−6.1% | 減碼 |
| Regent Investment Management LLC | 41,470 | $407.1 萬 | 0.89% | −8,625−17.2% | 減碼 |
| Tocqueville Asset Management L.P. | 41,051 | $403.0 萬 | 0.06% | −577−1.4% | 減碼 |
| Lincluden Management Ltd | 40,330 | $395.9 萬 | 0.36% | −400−1.0% | 減碼 |
| Patten & Patten Inc | 40,275 | $395.3 萬 | 0.27% | −50−0.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 40,190 | $394.5 萬 | 0.06% | +2,225+5.9% | 加碼 |
| Pinnbrook Capital Management LP | 40,047 | $393.1 萬 | 3.16% | +40,047 | 新進 |
| Caption Management, LLC | 40,000 | $392.7 萬 | 0.24% | −14,800−27.0% | 減碼 |
| Leverage Partners Absolute Return Fund SPC | 40,000 | $392.6 萬 | 2.26% | +40,000 | 新進 |
| Cerity Partners LLC | 40,012 | $392.5 萬 | 0.06% | +9,803+32.5% | 加碼 |
| Prelude Capital Management, LLC | 39,889 | $391.6 萬 | 0.19% | −13,669−25.5% | 減碼 |
| MRJ Capital Inc | 39,666 | $389.3 萬 | 2.25% | −2,242−5.3% | 減碼 |
| Siemens Fonds Invest GmbH | 39,381 | $389.1 萬 | 0.26% | +4,792+13.9% | 加碼 |
| Castleark Management LLC | 39,200 | $384.8 萬 | 0.14% | 00.0% | 不變 |
| Sigma Planning Corp | 39,192 | $384.7 萬 | 0.11% | +6,996+21.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 39,137 | $384.2 萬 | 0.22% | −2,505−6.0% | 減碼 |
| TBH Global Asset Management, LLC | 39,057 | $383.4 萬 | 0.79% | +97+0.2% | 加碼 |
| Cetera Advisor Networks LLC | 39,067 | $381.1 萬 | 0.05% | +7,353+23.2% | 加碼 |
| Stephens Inc | 38,497 | $377.9 萬 | 0.06% | −12,640−24.7% | 減碼 |
| Logan Capital Management Inc | 38,321 | $376.2 萬 | 0.16% | +344+0.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 38,037 | $373.4 萬 | 0.35% | −460−1.2% | 減碼 |
| United Fire Group Inc | 38,000 | $373.0 萬 | 1.75% | +20,000+111.1% | 加碼 |
| Pathstone Family Office, LLC | 37,887 | $371.8 萬 | 0.09% | +7,291+23.8% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 37,175 | $364.9 萬 | 0.04% | −1,207−3.1% | 減碼 |
| KCM Investment Advisors LLC | 37,163 | $364.8 萬 | 0.13% | +1,417+4.0% | 加碼 |
| Avantax Advisory Services, Inc. | 36,860 | $361.8 萬 | 0.05% | +1,276+3.6% | 加碼 |
| Everence Capital Management Inc | 36,741 | $360.6 萬 | 0.27% | +6,810+22.8% | 加碼 |
| Tdam USA Inc. | 36,618 | $359.4 萬 | 0.22% | −3,975−9.8% | 減碼 |
| Sciencast Management LP | 34,621 | $359.1 萬 | 0.63% | +13,008+60.2% | 加碼 |
| Sculati Wealth Management, LLC | 36,156 | $354.9 萬 | 1.72% | +328+0.9% | 加碼 |
| Prudential PLC | 36,120 | $354.6 萬 | 0.05% | +36,120 | 新進 |
| Xcel Wealth Management, LLC | 35,600 | $349.4 萬 | 0.90% | +10,454+41.6% | 加碼 |
| Affinity Investment Advisors, LLC | 35,550 | $349.0 萬 | 1.40% | −613−1.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 35,531 | $348.8 萬 | 0.57% | +11,941+50.6% | 加碼 |
| Northeast Investment Management | 35,282 | $346.3 萬 | 0.17% | −2,553−6.7% | 減碼 |
| Great Diamond Partners, LLC | 35,256 | $346.0 萬 | 0.89% | −394−1.1% | 減碼 |
| Assenagon Asset Management S.A. | 35,155 | $345.1 萬 | 0.01% | +1,639+4.9% | 加碼 |
| Assetmark, Inc | 35,086 | $344.4 萬 | 0.01% | +7,382+26.6% | 加碼 |
| Old Second National Bank of Aurora | 51,062 | $342.4 萬 | 1.02% | −14,256−21.8% | 減碼 |
| Cresset Asset Management, LLC | 37,352 | $340.8 萬 | 0.03% | −2,794−7.0% | 減碼 |
| Modera Wealth Management, LLC | 34,260 | $336.3 萬 | 0.13% | −11,423−25.0% | 減碼 |
| Hennessy Advisors Inc | 34,100 | $334.7 萬 | 0.19% | −400−1.2% | 減碼 |
| Greenleaf Trust | 34,012 | $333.9 萬 | 0.04% | +2,815+9.0% | 加碼 |
| Wetherby Asset Management Inc | 33,569 | $329.6 萬 | 0.19% | +464+1.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 33,464 | $328.5 萬 | 0.51% | −6,988−17.3% | 減碼 |
| Chase Investment Counsel Corp | 33,394 | $327.7 萬 | 1.31% | −42−0.1% | 減碼 |
| Symmetry Partners, LLC | 33,292 | $326.8 萬 | 0.21% | −1,058−3.1% | 減碼 |
| IMC-Chicago, LLC | 33,276 | $326.6 萬 | 0.13% | +20,933+169.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 33,170 | $325.6 萬 | 0.04% | +835+2.6% | 加碼 |
| Cohen Klingenstein LLC | 31,400 | $324.9 萬 | 0.13% | 00.0% | 不變 |
| Helios Capital Management Pte. Ltd | 33,000 | $323.9 萬 | 2.94% | +33,000 | 新進 |
| Varma Mutual Pension Insurance Co | 32,911 | $323.0 萬 | 0.05% | 00.0% | 不變 |
| Lido Advisors, LLC | 32,862 | $322.5 萬 | 0.06% | +19,499+145.9% | 加碼 |
| Redpoint Investment Management Pty Ltd | 32,758 | $321.6 萬 | 0.26% | −1,351−4.0% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 32,443 | $318.5 萬 | 2.36% | +450+1.4% | 加碼 |
| Duality Advisers, LP | 32,433 | $318.4 萬 | 0.34% | −46,663−59.0% | 減碼 |
| Raymond James Trust N.A. | 32,358 | $317.6 萬 | 0.09% | +3,757+13.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 32,278 | $316.8 萬 | 0.23% | +833+2.6% | 加碼 |
| Cigna Investments Inc | 31,904 | $313.1 萬 | 0.25% | −12,192−27.6% | 減碼 |
| Kempen Capital Management N.V. | 31,509 | $309.3 萬 | 0.10% | −801−2.5% | 減碼 |
| Cutler Group LP | 31,478 | $308.9 萬 | 0.21% | +13,731+77.4% | 加碼 |
| Deltec Asset Management LLC | 31,200 | $306.3 萬 | 0.50% | +10,200+48.6% | 加碼 |
| Lipe & Dalton | 31,175 | $306.0 萬 | 1.45% | −1,123−3.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 31,150 | $305.8 萬 | 0.19% | +1,307+4.4% | 加碼 |
| Los Angeles Capital Management LLC | 30,549 | $299.9 萬 | 0.01% | −10,060−24.8% | 減碼 |
| Foster & Motley Inc | 30,014 | $294.6 萬 | 0.23% | −51−0.2% | 減碼 |