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 |
|---|---|---|---|---|---|
| Maltese Capital Management LLC | 30,000 | $294.5 萬 | 0.48% | −10,000−25.0% | 減碼 |
| Gifford Fong Associates | 30,000 | $294.5 萬 | 0.52% | 00.0% | 不變 |
| American National Insurance Co | 29,975 | $294.2 萬 | 0.65% | −150,340−83.4% | 減碼 |
| Sowell Financial Services LLC | 29,944 | $293.9 萬 | 0.17% | +692+2.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 29,836 | $292.9 萬 | 0.05% | −3,971−11.7% | 減碼 |
| Parallel Advisors, LLC | 29,562 | $290.2 萬 | 0.11% | −89−0.3% | 減碼 |
| Bowling Portfolio Management LLC | 29,347 | $288.1 萬 | 0.60% | −585−2.0% | 減碼 |
| Aureus Asset Management, LLC | 29,239 | $287.0 萬 | 0.18% | +4,598+18.7% | 加碼 |
| Equitable Trust Co | 29,143 | $286.1 萬 | 0.18% | −9,862−25.3% | 減碼 |
| Occidental Asset Management, LLC | 28,962 | $284.3 萬 | 0.68% | +1,069+3.8% | 加碼 |
| Eagle Asset Management Inc | 28,781 | $284.3 萬 | 0.01% | +28,781 | 新進 |
| Palisade Asset Management, LLC | 28,956 | $284.2 萬 | 0.32% | +114+0.4% | 加碼 |
| Capital International Inc | 28,944 | $284.1 萬 | 0.03% | −2,528−8.0% | 減碼 |
| Venture Visionary Partners LLC | 28,794 | $282.6 萬 | 0.18% | +846+3.0% | 加碼 |
| Ibex Wealth Advisors | 28,700 | $281.7 萬 | 0.50% | +1,390+5.1% | 加碼 |
| Freedom Day Solutions, LLC | 28,449 | $279.2 萬 | 1.12% | −1,037−3.5% | 減碼 |
| Heron Financial Group, LLC | 26,792 | $278.5 萬 | 1.50% | −1,470−5.2% | 減碼 |
| Park Avenue Securities LLC | 28,180 | $276.6 萬 | 0.05% | +1,816+6.9% | 加碼 |
| Regions Financial Corp | 27,821 | $273.1 萬 | 0.02% | −1,745−5.9% | 減碼 |
| Union Heritage Capital, LLC | 27,747 | $272.4 萬 | 1.28% | 00.0% | 不變 |
| National Asset Management, Inc. | 27,682 | $271.9 萬 | 0.08% | +2,170+8.5% | 加碼 |
| Carret Asset Management, LLC | 27,648 | $271.4 萬 | 0.30% | −205−0.7% | 減碼 |
| AE Wealth Management LLC | 27,618 | $271.1 萬 | 0.02% | +3,459+14.3% | 加碼 |
| Community Trust & Investment Co | 27,415 | $269.1 萬 | 0.21% | +1,732+6.7% | 加碼 |
| Dimension Capital Management LLC | 27,211 | $267.2 萬 | 0.50% | +270+1.0% | 加碼 |
| Virtu Financial LLC | 27,200 | $267.0 萬 | 0.27% | +6,483+31.3% | 加碼 |
| Bluefin Capital Management, LLC | 27,182 | $266.8 萬 | 0.21% | +12,693+87.6% | 加碼 |
| Geneos Wealth Management Inc. | 27,167 | $266.6 萬 | 0.10% | +1,345+5.2% | 加碼 |
| Van Leeuwen & Company, LLC | 26,869 | $263.7 萬 | 1.48% | −611−2.2% | 減碼 |
| Pensionfund DSM Netherlands | 26,800 | $263.1 萬 | 0.30% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,610 | $261.2 萬 | 0.02% | −515−1.9% | 減碼 |
| CMT Capital Markets Trading GmbH | 26,558 | $260.7 萬 | 0.75% | −77,924−74.6% | 減碼 |
| Independent Advisor Alliance | 26,469 | $259.8 萬 | 0.13% | +1,301+5.2% | 加碼 |
| HCR Wealth Advisors | 26,459 | $259.7 萬 | 0.40% | −961−3.5% | 減碼 |
| Chemistry Wealth Management LLC | 26,281 | $258.0 萬 | 2.16% | +26,281 | 新進 |
| Next Level Private LLC | 26,281 | $258.0 萬 | 2.16% | +26,281 | 新進 |
| Veriti Management LLC | 26,262 | $257.8 萬 | 0.33% | +30.0% | 加碼 |
| Chemung Canal Trust Co | 26,168 | $256.8 萬 | 0.46% | −75−0.3% | 減碼 |
| Van Eck Associates Corp | 26,050 | $255.7 萬 | 0.01% | −2,291−8.1% | 減碼 |
| Lyell Wealth Management, LP | 25,944 | $254.7 萬 | 0.29% | +14,790+132.6% | 加碼 |
| MD Financial Management Inc. | 25,907 | $254.3 萬 | 0.06% | +4,600+21.6% | 加碼 |
| Koshinski Asset Management, Inc. | 25,669 | $252.0 萬 | 0.20% | −466−1.8% | 減碼 |
| HB Wealth Management, LLC | 25,616 | $251.5 萬 | 0.05% | +25,616 | 新進 |
| Lincoln National Corp | 25,777 | $249.6 萬 | 0.05% | +1,298+5.3% | 加碼 |
| Greenwich Wealth Management LLC | 25,285 | $248.2 萬 | 0.20% | −18−0.1% | 減碼 |
| Sumitomo Life Insurance Co | 25,237 | $247.7 萬 | 0.06% | −744−2.9% | 減碼 |
| Synovus Financial Corp | 25,033 | $246.7 萬 | 0.02% | +732+3.0% | 加碼 |
| Integrated Advisors Network LLC | 25,007 | $245.5 萬 | 0.14% | +2,815+12.7% | 加碼 |
| Lee Capital Holdings LLC | 25,000 | $245.4 萬 | 1.29% | +10,000+66.7% | 加碼 |
| Ritholtz Wealth Management | 24,988 | $245.3 萬 | 0.15% | −2,217−8.1% | 減碼 |
| Empirical Finance, LLC | 24,895 | $244.4 萬 | 0.29% | +6,532+35.6% | 加碼 |
| Hudson Canyon Capital Management | 24,844 | $243.9 萬 | 1.77% | −1,564−5.9% | 減碼 |
| Advisory Services Network, LLC | 24,637 | $241.9 萬 | 0.07% | +1,715+7.5% | 加碼 |
| Edgestream Partners, L.P. | 24,599 | $241.5 萬 | 0.15% | +10,062+69.2% | 加碼 |
| Bank of New Hampshire | 24,357 | $239.0 萬 | 0.58% | −7,022−22.4% | 減碼 |
| Culbertson A N & Co Inc | 24,105 | $236.6 萬 | 0.45% | +205+0.9% | 加碼 |
| Texas Yale Capital Corp. | 24,055 | $236.1 萬 | 0.12% | +400+1.7% | 加碼 |
| IndexIQ Advisors LLC | 24,047 | $236.0 萬 | 0.08% | −1,537−6.0% | 減碼 |
| Altrafin AG | 23,828 | $233.9 萬 | 0.85% | +23,828 | 新進 |
| Essex Investment Management Co LLC | 23,763 | $233.3 萬 | 0.27% | −5,000−17.4% | 減碼 |
| Arcus Capital Partners, LLC | 23,691 | $232.6 萬 | 0.79% | +153+0.7% | 加碼 |
| Walleye Capital LLC | 23,588 | $231.5 萬 | 0.08% | −45,321−65.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 23,525 | $230.9 萬 | 0.11% | +5,802+32.7% | 加碼 |
| Arrow Financial Corp | 23,370 | $229.4 萬 | 0.27% | −3,342−12.5% | 減碼 |
| Signaturefd, LLC | 23,340 | $229.1 萬 | 0.07% | +4,245+22.2% | 加碼 |
| We Are One Seven, LLC | 23,148 | $227.2 萬 | 0.24% | +928+4.2% | 加碼 |
| TCTC Holdings, LLC | 23,090 | $226.6 萬 | 0.10% | 00.0% | 不變 |
| City Holding Co | 24,970 | $226.6 萬 | 0.38% | +5,066+25.5% | 加碼 |
| Charles Carroll Financial Partners, LLC | 23,078 | $226.5 萬 | 2.25% | +23,078 | 新進 |
| IBM Retirement Fund | 22,681 | $222.6 萬 | 0.28% | −15,805−41.1% | 減碼 |
| Spire Wealth Management | 22,630 | $222.6 萬 | 0.05% | +844+3.9% | 加碼 |
| Abeille Asset Management SA | 22,560 | $221.4 萬 | 0.51% | +22,560 | 新進 |
| Capital Investment Counsel, Inc | 22,342 | $219.3 萬 | 0.41% | +276+1.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,149 | $217.9 萬 | 0.00% | +11,231+102.9% | 加碼 |
| New England Research & Management, Inc. | 22,117 | $217.1 萬 | 1.05% | −1,090−4.7% | 減碼 |
| Courier Capital LLC | 22,090 | $216.8 萬 | 0.20% | −1,310−5.6% | 減碼 |
| Goodwin Daniel L | 22,000 | $216.0 萬 | 0.95% | 00.0% | 不變 |
| Cacti Asset Management LLC | 22,000 | $216.0 萬 | 0.17% | 00.0% | 不變 |
| IFG Advisory, LLC | 21,975 | $215.7 萬 | 0.21% | −3,036−12.1% | 減碼 |
| Prudent Man Advisors, LLC | 21,897 | $214.9 萬 | 0.82% | −3,029−12.2% | 減碼 |
| Lazard Asset Management LLC | 21,845 | $214.4 萬 | 0.00% | −677−3.0% | 減碼 |
| Profund Advisors LLC | 21,826 | $214.2 萬 | 0.07% | +1,518+7.5% | 加碼 |
| CAPROCK Group, Inc. | 21,623 | $212.3 萬 | 0.18% | −989−4.4% | 減碼 |
| Capital International Ltd | 21,510 | $211.1 萬 | 0.11% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 21,420 | $210.3 萬 | 1.27% | −1,100−4.9% | 減碼 |
| American National Registered Investment Advisor, Inc. | 21,396 | $210.0 萬 | 0.69% | −40.0% | 減碼 |
| Baldwin Investment Management, LLC | 21,298 | $209.1 萬 | 0.55% | +398+1.9% | 加碼 |
| Savant Capital, LLC | 21,303 | $209.1 萬 | 0.07% | +1,437+7.2% | 加碼 |
| Griffin Asset Management, Inc. | 21,175 | $207.9 萬 | 0.26% | +406+2.0% | 加碼 |
| Fractal Investments LLC | 21,087 | $207.0 萬 | 0.72% | +21,087 | 新進 |
| Toscafund Asset Management LLP | 21,000 | $206.1 萬 | 1.78% | 00.0% | 不變 |
| Pitcairn Co | 20,768 | $203.9 萬 | 0.13% | −742−3.4% | 減碼 |
| Meeder Asset Management Inc | 20,714 | $203.3 萬 | 0.20% | −42,605−67.3% | 減碼 |
| Clarius Group, LLC | 20,513 | $201.4 萬 | 0.16% | +312+1.5% | 加碼 |
| Convergence Investment Partners, LLC | 20,374 | $200.0 萬 | 1.02% | +4,478+28.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 20,288 | $199.1 萬 | 0.42% | +6,060+42.6% | 加碼 |
| Toroso Investments, LLC | 20,241 | $198.7 萬 | 0.06% | +757+3.9% | 加碼 |
| UBP Investment Advisors SA | 20,000 | $196.0 萬 | 0.71% | 00.0% | 不變 |
| MAI Capital Management | 19,743 | $193.8 萬 | 0.03% | +7,429+60.3% | 加碼 |
| Alaethes Wealth LLC | 19,737 | $193.7 萬 | 1.22% | −549−2.7% | 減碼 |