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。
2022 年第 1 季 13F 持有人
Morgan Stanley 在 2022/3/31 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
- 1,672
- 較 2021 年第 4 季 −23 家
- 持有股數
- 14.8 億
- 較 2021 年第 4 季 −2,021 萬 (−1.4%)
- 總市值
- $1,291 億
- 較 2021 年第 4 季 −$178.2 億 (−12.1%)
- 新進機構
- 141
- 另有 675 家加碼
- 清倉機構
- 164
- 另有 615 家減碼
另有 21 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 462,001 | $4,038 萬 | 0.57% | +19,606+4.4% | 加碼 |
| Umb Bank N A | 471,378 | $4,120 萬 | 0.55% | +12,964+2.8% | 加碼 |
| American International Group, Inc. | 478,844 | $4,185 萬 | 0.23% | −16,646−3.4% | 減碼 |
| Royal London Asset Management Ltd | 480,437 | $4,201 萬 | 0.16% | +7,566+1.6% | 加碼 |
| NFJ Investment Group, LLC | 482,334 | $4,216 萬 | 0.86% | +17,030+3.7% | 加碼 |
| US Bancorp | 483,723 | $4,228 萬 | 0.07% | +228,517+89.5% | 加碼 |
| Teacher Retirement System of Texas | 484,854 | $4,238 萬 | 0.22% | −382,049−44.1% | 減碼 |
| ING Groep NV | 489,910 | $4,282 萬 | 0.43% | +37,548+8.3% | 加碼 |
| Crake Asset Management LLP | 491,158 | $4,293 萬 | 3.32% | −500,000−50.4% | 減碼 |
| Standard Life Aberdeen plc | 499,140 | $4,429 萬 | 0.11% | −117,035−19.0% | 減碼 |
| Todd Asset Management LLC | 517,183 | $4,520 萬 | 0.99% | −4,260−0.8% | 減碼 |
| HighTower Advisors, LLC | 525,197 | $4,553 萬 | 0.10% | +14,470+2.8% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 522,670 | $4,568 萬 | 1.07% | −645−0.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 526,837 | $4,605 萬 | 1.45% | −8,221−1.5% | 減碼 |
| Nisa Investment Advisors, LLC | 539,115 | $4,712 萬 | 0.33% | −2,800−0.5% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 545,177 | $4,765 萬 | 3.55% | −10,725−1.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 547,962 | $4,789 萬 | 0.33% | −94,717−14.7% | 減碼 |
| Treasurer of the State of North Carolina | 563,579 | $4,926 萬 | 0.27% | −5,693−1.0% | 減碼 |
| STRS Ohio | 575,154 | $5,027 萬 | 0.18% | −11,964−2.0% | 減碼 |
| Junto Capital Management LP | 581,554 | $5,083 萬 | 1.40% | −515,515−47.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 587,557 | $5,135 萬 | 0.50% | −4,488−0.8% | 減碼 |
| Lazard Freres Gestion S.A.S. | 643,522 | $5,213 萬 | 1.57% | −55,023−7.9% | 減碼 |
| AXA S.A. | 598,742 | $5,233 萬 | 0.15% | +299,624+100.2% | 加碼 |
| Gateway Investment Advisers LLC | 600,052 | $5,245 萬 | 0.52% | −32,121−5.1% | 減碼 |
| RNC Capital Management LLC | 617,760 | $5,399 萬 | 2.74% | −5,618−0.9% | 減碼 |
| Asset Management One Co.,Ltd. | 624,076 | $5,454 萬 | 0.21% | −45,354−6.8% | 減碼 |
| TCW Group Inc | 627,017 | $5,480 萬 | 0.52% | −10,469−1.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 629,575 | $5,502 萬 | 0.12% | −160,893−20.4% | 減碼 |
| M&T Bank Corp | 635,274 | $5,552 萬 | 0.25% | +25,066+4.1% | 加碼 |
| LPL Financial LLC | 649,765 | $5,679 萬 | 0.05% | +8,216+1.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 664,574 | $5,810 萬 | 1.01% | −308,977−31.7% | 減碼 |
| Rafferty Asset Management, LLC | 666,254 | $5,823 萬 | 0.35% | −41,072−5.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 671,518 | $5,869 萬 | 0.23% | +61,582+10.1% | 加碼 |
| Avalon Investment & Advisory | 682,756 | $5,967 萬 | 1.44% | +67,292+10.9% | 加碼 |
| Cookson Peirce & Co Inc | 687,625 | $6,010 萬 | 3.51% | +2,180+0.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 700,961 | $6,126 萬 | 0.45% | +379,661+118.2% | 加碼 |
| Swedbank AB | 705,215 | $6,164 萬 | 0.11% | −1670.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 714,396 | $6,244 萬 | 0.31% | +485,682+212.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 718,371 | $6,279 萬 | 0.14% | −22,024−3.0% | 減碼 |
| Russell Investments Group, Ltd. | 720,516 | $6,341 萬 | 0.11% | −365,084−33.6% | 減碼 |
| Qube Research & Technologies Ltd | 728,382 | $6,366 萬 | 0.58% | +360,563+98.0% | 加碼 |
| Ninety One UK Ltd | 735,923 | $6,432 萬 | 0.16% | −124,402−14.5% | 減碼 |
| Public Sector Pension Investment Board | 738,740 | $6,457 萬 | 0.40% | −113,630−13.3% | 減碼 |
| Westfield Capital Management Co LP | 758,843 | $6,632 萬 | 0.43% | −621,109−45.0% | 減碼 |
| Clearbridge Investments, LLC | 759,080 | $6,634 萬 | 0.05% | +63,086+9.1% | 加碼 |
| Storebrand Asset Management AS | 765,058 | $6,687 萬 | 0.32% | −38,522−4.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 789,715 | $6,902 萬 | 0.22% | −11,239−1.4% | 減碼 |
| Voya Investment Management LLC | 792,821 | $6,929 萬 | 0.14% | −16,918−2.1% | 減碼 |
| Citadel Advisors LLC | 794,795 | $6,947 萬 | 0.08% | −194,159−19.6% | 減碼 |
| Factory Mutual Insurance Co | 803,600 | $7,023 萬 | 0.95% | 00.0% | 不變 |
| RBF Capital, LLC | 810,432 | $7,083 萬 | 4.55% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 811,745 | $7,095 萬 | 0.25% | −78,795−8.8% | 減碼 |
| Kames Capital plc | 821,032 | $7,179 萬 | 1.06% | +419,937+104.7% | 加碼 |
| Aristotle Capital Management, LLC | 821,620 | $7,181 萬 | 0.13% | −9,541−1.1% | 減碼 |
| Pictet Asset Management SA | 827,151 | $7,229 萬 | 0.08% | −115,969−12.3% | 減碼 |
| Pzena Investment Management LLC | 832,994 | $7,280 萬 | 0.28% | −186,002−18.3% | 減碼 |
| Sadoff Investment Management LLC | 840,140 | $7,343 萬 | 4.66% | −117,931−12.3% | 減碼 |
| Jane Street Group, LLC | 845,953 | $7,394 萬 | 0.14% | +114,145+15.6% | 加碼 |
| Clark Capital Management Group, Inc. | 856,973 | $7,490 萬 | 0.84% | +116,652+15.8% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 857,414 | $7,494 萬 | 0.26% | −8,935−1.0% | 減碼 |
| Calamos Advisors LLC | 877,790 | $7,672 萬 | 0.30% | +89,340+11.3% | 加碼 |
| Panagora Asset Management Inc | 891,733 | $7,794 萬 | 0.42% | −13,791−1.5% | 減碼 |
| Natixis | 899,536 | $7,862 萬 | 0.27% | +159,414+21.5% | 加碼 |
| DnB Asset Management AS | 902,110 | $7,884 萬 | 0.47% | +315,173+53.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 995,143 | $8,698 萬 | 0.17% | +553,138+125.1% | 加碼 |
| Tesco Pension Investment Ltd | 1,055,107 | $9,222 萬 | 2.25% | −333,116−24.0% | 減碼 |
| Epoch Investment Partners, Inc. | 1,064,323 | $9,302 萬 | 0.46% | −133,953−11.2% | 減碼 |
| Douglas Lane & Associates, LLC | 1,089,813 | $9,525 萬 | 1.34% | +1,706+0.2% | 加碼 |
| Victory Capital Management Inc | 1,199,215 | $9,665 萬 | 0.10% | +276,745+30.0% | 加碼 |
| Stifel Financial Corp | 1,115,221 | $9,747 萬 | 0.13% | −77,009−6.5% | 減碼 |
| Truist Financial Corp | 1,128,084 | $9,859 萬 | 0.16% | +34,375+3.1% | 加碼 |
| Retirement Systems of Alabama | 1,153,692 | $1.01 億 | 0.37% | +57,733+5.3% | 加碼 |
| Artisan Partners Limited Partnership | 1,157,218 | $1.01 億 | 0.13% | +27,639+2.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,161,437 | $1.02 億 | 0.24% | −76,595−6.2% | 減碼 |
| Natixis Advisors, L.P. | 1,199,749 | $1.05 億 | 0.40% | −53,159−4.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,163,873 | $1.05 億 | 0.26% | −412,327−26.2% | 減碼 |
| State of Tennessee, Treasury Department | 1,206,369 | $1.05 億 | 0.41% | +33,204+2.8% | 加碼 |
| Mackenzie Financial Corp | 1,217,642 | $1.06 億 | 0.14% | −87,542−6.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,222,911 | $1.07 億 | 1.75% | −1,200−0.1% | 減碼 |
| State of Wisconsin Investment Board | 1,233,762 | $1.08 億 | 0.22% | −505,205−29.1% | 減碼 |
| Sound Shore Management Inc | 1,260,247 | $1.10 億 | 3.20% | +153,380+13.9% | 加碼 |
| Great West Life Assurance Co | 1,207,769 | $1.11 億 | 0.23% | −15,469−1.3% | 減碼 |
| Toronto Dominion Bank | 1,286,154 | $1.12 億 | 0.17% | −95,800−6.9% | 減碼 |
| Evercore Wealth Management, LLC | 1,287,405 | $1.13 億 | 1.99% | +3,283+0.3% | 加碼 |
| Bank of Nova Scotia | 1,410,705 | $1.23 億 | 0.21% | +196,532+16.2% | 加碼 |
| Raymond James & Associates | 1,441,216 | $1.26 億 | 0.11% | +147,219+11.4% | 加碼 |
| American Century Companies Inc | 1,461,337 | $1.28 億 | 0.09% | −322,031−18.1% | 減碼 |
| Korea Investment CORP | 1,470,476 | $1.29 億 | 0.32% | +101,883+7.4% | 加碼 |
| Commerce Bank | 1,476,278 | $1.29 億 | 0.88% | −117,626−7.4% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,490,334 | $1.30 億 | 0.25% | −53,600−3.5% | 減碼 |
| Thrivent Financial for Lutherans | 1,554,446 | $1.36 億 | 0.27% | +82,426+5.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,566,042 | $1.37 億 | 0.27% | −52,906−3.3% | 減碼 |
| Millennium Management LLC | 1,591,426 | $1.39 億 | 0.17% | −1,527,434−49.0% | 減碼 |
| Eminence Capital, LP | 1,634,798 | $1.43 億 | 2.29% | +196,341+13.6% | 加碼 |
| Macquarie Group Ltd | 1,721,047 | $1.50 億 | 0.14% | −1,568,365−47.7% | 減碼 |
| New York State Teachers Retirement System | 1,727,199 | $1.51 億 | 0.31% | −12,758−0.7% | 減碼 |
| National Pension Service | 1,739,298 | $1.52 億 | 0.28% | −143,081−7.6% | 減碼 |
| Ensign Peak Advisors, Inc | 1,750,273 | $1.53 億 | 0.31% | −403,318−18.7% | 減碼 |
| Neuberger Berman Group LLC | 1,841,007 | $1.61 億 | 0.14% | −84,543−4.4% | 減碼 |
| Fifth Third Bancorp | 1,875,500 | $1.64 億 | 0.67% | +104,855+5.9% | 加碼 |