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
- 1,673
- 較 2021 年第 4 季 −22 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
- 142
- 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 |
|---|---|---|---|---|---|
| Pacific Heights Asset Management LLC | 170,000 | $1,486 萬 | 1.27% | +10,000+6.3% | 加碼 |
| Two Sigma Investments, LP | 169,747 | $1,484 萬 | 0.04% | +45,841+37.0% | 加碼 |
| Socorro Asset Management LP | 169,525 | $1,482 萬 | 4.12% | +21,195+14.3% | 加碼 |
| APG Asset Management N.V. | 184,376 | $1,448 萬 | 0.03% | −31,200−14.5% | 減碼 |
| Pittenger & Anderson Inc | 163,316 | $1,427 萬 | 0.70% | −1,311−0.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 163,072 | $1,425 萬 | 0.19% | +956+0.6% | 加碼 |
| Peapack Gladstone Financial Corp | 162,783 | $1,423 萬 | 0.28% | −1,009−0.6% | 減碼 |
| Erste Asset Management GmbH | 155,809 | $1,406 萬 | 0.27% | +3,881+2.6% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 160,600 | $1,404 萬 | 0.56% | −222,900−58.1% | 減碼 |
| MML Investors Services, LLC | 159,709 | $1,396 萬 | 0.10% | +31,205+24.3% | 加碼 |
| Exchange Traded Concepts, LLC | 159,181 | $1,391 萬 | 0.28% | +158,789+40,507.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 158,036 | $1,381 萬 | 0.66% | −13,338−7.8% | 減碼 |
| Scotia Capital Inc. | 157,711 | $1,378 萬 | 0.09% | +5,039+3.3% | 加碼 |
| Matrix Asset Advisors Inc | 156,063 | $1,364 萬 | 1.83% | +160.0% | 加碼 |
| Jupiter Asset Management Ltd | 153,200 | $1,340 萬 | 0.16% | −170,242−52.6% | 減碼 |
| Nissay Asset Management Corp | 152,167 | $1,330 萬 | 0.12% | +1,122+0.7% | 加碼 |
| AlphaCrest Capital Management LLC | 151,305 | $1,322 萬 | 0.74% | +86,833+134.7% | 加碼 |
| Wade G W & Inc | 150,725 | $1,317 萬 | 0.56% | −550.0% | 減碼 |
| Gratus Capital LLC | 149,410 | $1,306 萬 | 1.26% | +7,629+5.4% | 加碼 |
| Grand Jean Capital Management Inc | 146,520 | $1,281 萬 | 3.52% | −36,354−19.9% | 減碼 |
| Regentatlantic Capital LLC | 145,477 | $1,272 萬 | 0.36% | +188+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 143,060 | $1,250 萬 | 0.06% | +17,921+14.3% | 加碼 |
| Bank of the West | 141,999 | $1,241 萬 | 1.28% | +1,428+1.0% | 加碼 |
| Hartford Investment Management Co | 141,365 | $1,236 萬 | 0.32% | −11,908−7.8% | 減碼 |
| PEAK6 Investments LLC | 140,564 | $1,229 萬 | 0.37% | +49,609+54.5% | 加碼 |
| Twin Tree Management, LP | 137,097 | $1,198 萬 | 0.24% | +137,097 | 新進 |
| Burney Co | 136,312 | $1,191 萬 | 0.55% | −1,482−1.1% | 減碼 |
| Alberta Investment Management Corp | 135,000 | $1,180 萬 | 0.07% | +46,200+52.0% | 加碼 |
| Achmea Investment Management B.V. | 134,426 | $1,175 萬 | 0.31% | +134,426 | 新進 |
| Morgan Stanley | 133,764 | $1,169 萬 | 0.00% | +7,028+5.5% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 138,516 | $1,160 萬 | 0.46% | +1,183+0.9% | 加碼 |
| Crestwood Advisors Group LLC | 130,413 | $1,140 萬 | 0.32% | −1,333−1.0% | 減碼 |
| Telos Capital Management, Inc. | 129,913 | $1,135 萬 | 1.47% | −2,364−1.8% | 減碼 |
| Edge Capital Group, LLC | 129,597 | $1,133 萬 | 0.78% | −1,382−1.1% | 減碼 |
| Bokf, NA | 128,953 | $1,127 萬 | 0.19% | −12,067−8.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 127,650 | $1,116 萬 | 0.16% | 00.0% | 不變 |
| Kings Point Capital Management | 127,488 | $1,114 萬 | 0.97% | +3,288+2.6% | 加碼 |
| Captrust Financial Advisors | 126,756 | $1,108 萬 | 0.07% | −19,708−13.5% | 減碼 |
| Leuthold Group, LLC | 125,116 | $1,094 萬 | 1.40% | −428−0.3% | 減碼 |
| Verition Fund Management LLC | 124,864 | $1,091 萬 | 0.21% | +36,602+41.5% | 加碼 |
| Brightworth | 124,469 | $1,088 萬 | 1.10% | +1,409+1.1% | 加碼 |
| General Pension Society PZU Joint Stock Co | 124,369 | $1,087 萬 | 3.77% | 00.0% | 不變 |
| Creative Planning | 121,603 | $1,061 萬 | 0.02% | +7,491+6.6% | 加碼 |
| Grassi Investment Management | 120,525 | $1,053 萬 | 1.11% | +1,575+1.3% | 加碼 |
| Brinker Capital Investments, LLC | 120,219 | $1,051 萬 | 0.16% | −1,292−1.1% | 減碼 |
| Wolverine Trading, LLC | 114,852 | $1,037 萬 | 0.31% | +37,231+48.0% | 加碼 |
| Shelton Capital Management | 118,500 | $1,036 萬 | 0.39% | +9,902+9.1% | 加碼 |
| Securian Asset Management, Inc | 118,059 | $1,032 萬 | 0.20% | −3,147−2.6% | 減碼 |
| BTC Capital Management, Inc. | 115,980 | $1,015 萬 | 1.00% | −5,773−4.7% | 減碼 |
| Rockefeller Capital Management L.P. | 115,949 | $1,013 萬 | 0.05% | +35,906+44.9% | 加碼 |
| Amica Mutual Insurance Co | 115,134 | $1,006 萬 | 1.18% | −7,793−6.3% | 減碼 |
| Loews Corp | 115,000 | $1,005 萬 | 0.08% | +115,000 | 新進 |
| SeaTown Holdings Pte. Ltd. | 114,480 | $1,001 萬 | 0.74% | +114,480 | 新進 |
| Westpac Banking Corp | 111,701 | $976.3 萬 | 0.11% | −42,746−27.7% | 減碼 |
| Banco Santander, S.A. | 111,012 | $970.2 萬 | 0.10% | +6,573+6.3% | 加碼 |
| Argent Trust Co | 110,429 | $965.1 萬 | 0.59% | −470−0.4% | 減碼 |
| Flputnam Investment Management Co | 109,456 | $956.6 萬 | 0.31% | +7,132+7.0% | 加碼 |
| St Germain D J Co Inc | 108,851 | $951.4 萬 | 0.54% | −1,216−1.1% | 減碼 |
| Cyrus J. Lawrence, LLC | 108,573 | $948.9 萬 | 2.17% | +108,573 | 新進 |
| Ziegler Capital Management, LLC | 108,496 | $946.8 萬 | 0.40% | −19,687−15.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 108,298 | $946.5 萬 | 0.35% | +65,936+155.6% | 加碼 |
| Private Capital Advisors, Inc. | 107,779 | $942.0 萬 | 1.37% | +107,779 | 新進 |
| Ieq Capital, LLC | 107,512 | $939.7 萬 | 0.22% | +4,156+4.0% | 加碼 |
| Tudor Investment Corp Et Al | 106,985 | $935.0 萬 | 0.24% | −45,164−29.7% | 減碼 |
| FineMark National Bank & Trust | 106,440 | $930.3 萬 | 0.37% | +7,782+7.9% | 加碼 |
| Fred Alger Management, LLC | 105,477 | $921.9 萬 | 0.03% | −231,033−68.7% | 減碼 |
| Appleton Partners Inc | 105,256 | $919.9 萬 | 0.75% | +9,582+10.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 103,892 | $908.0 萬 | 0.67% | +3,417+3.4% | 加碼 |
| Kestra Advisory Services, LLC | 103,881 | $907.9 萬 | 0.09% | +22,847+28.2% | 加碼 |
| Maryland State Retirement & Pension System | 102,547 | $896.3 萬 | 0.24% | −300−0.3% | 減碼 |
| Ashfield Capital Partners, LLC | 101,584 | $887.8 萬 | 0.57% | +14,595+16.8% | 加碼 |
| Daiwa Securities Group Inc. | 88,945 | $883.2 萬 | 0.06% | −53,183−37.4% | 減碼 |
| Polar Capital Holdings Plc | 100,558 | $878.9 萬 | 0.05% | −37,137−27.0% | 減碼 |
| Oppenheimer & Co Inc | 99,975 | $873.8 萬 | 0.16% | +31,131+45.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 99,021 | $865.4 萬 | 0.25% | −3,854−3.7% | 減碼 |
| Stamos Capital Partners, L.P. | 98,920 | $864.6 萬 | 2.89% | +44,920+83.2% | 加碼 |
| Pacer Advisors, Inc. | 98,852 | $864.0 萬 | 0.07% | +9,555+10.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 97,886 | $855.5 萬 | 0.73% | +1,816+1.9% | 加碼 |
| Wealthfront Advisers LLC | 97,777 | $854.6 萬 | 0.04% | −31,765−24.5% | 減碼 |
| Hennessy Advisors Inc | 95,100 | $831.2 萬 | 0.44% | +61,000+178.9% | 加碼 |
| Dowling & Yahnke LLC | 94,610 | $826.9 萬 | 0.36% | +154+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 92,987 | $812.7 萬 | 0.14% | +1,461+1.6% | 加碼 |
| Banque Pictet & Cie SA | 92,790 | $811.0 萬 | 0.06% | −35,011−27.4% | 減碼 |
| Louisiana State Employees Retirement System | 89,500 | $811.0 萬 | 0.19% | −500−0.6% | 減碼 |
| Becker Capital Management Inc | 92,572 | $809.1 萬 | 0.33% | −1,418−1.5% | 減碼 |
| Montag A & Associates Inc | 92,542 | $808.8 萬 | 0.43% | −7,110−7.1% | 減碼 |
| ExodusPoint Capital Management, LP | 92,425 | $807.8 萬 | 0.12% | −96,294−51.0% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $804.1 萬 | 0.85% | 00.0% | 不變 |
| Telemus Capital, LLC | 91,449 | $799.3 萬 | 0.70% | −624−0.7% | 減碼 |
| Simplex Trading, LLC | 90,937 | $794.7 萬 | 0.25% | +90,937 | 新進 |
| Winslow Capital Management, LLC | 90,512 | $791.1 萬 | 0.03% | −21,257−19.0% | 減碼 |
| Kentucky Retirement Systems | 90,358 | $789.7 萬 | 0.32% | +3,495+4.0% | 加碼 |
| White Pine Investment CO | 89,800 | $784.9 萬 | 2.67% | −2,408−2.6% | 減碼 |
| Nicola Wealth Management Ltd. | 89,000 | $777.9 萬 | 0.68% | −57,000−39.0% | 減碼 |
| Howe & Rusling Inc | 88,648 | $774.8 萬 | 0.90% | −216−0.2% | 減碼 |
| DuPont Capital Management Corp | 88,589 | $774.3 萬 | 0.31% | −21,296−19.4% | 減碼 |
| Brown Advisory Inc | 88,300 | $771.8 萬 | 0.01% | −11,488−11.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 87,000 | $760.4 萬 | 0.03% | −1,009,622−92.1% | 減碼 |
| Twinbeech Capital LP | 86,698 | $757.7 萬 | 0.33% | +86,698 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,644 | $757.3 萬 | 0.16% | −3,044−3.4% | 減碼 |