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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 86,565 | $756.6 萬 | 2.02% | −21,361−19.8% | 減碼 |
| Metropolitan Life Insurance Co | 86,025 | $751.9 萬 | 0.27% | −74,689−46.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 85,796 | $749.9 萬 | 0.16% | −17,783−17.2% | 減碼 |
| Prospera Financial Services Inc | 85,377 | $746.2 萬 | 0.31% | −4,263−4.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,131 | $745.6 萬 | 0.01% | +62,982+284.4% | 加碼 |
| CMT Capital Markets Trading GmbH | 85,173 | $744.4 萬 | 3.33% | +58,615+220.7% | 加碼 |
| McGuire Investment Group, LLC | 84,429 | $737.9 萬 | 1.35% | +409+0.5% | 加碼 |
| YHB Investment Advisors, Inc. | 84,094 | $735.0 萬 | 0.65% | −1,842−2.1% | 減碼 |
| Hourglass Capital, LLC | 83,762 | $732.1 萬 | 2.29% | −11,891−12.4% | 減碼 |
| Ethic Inc. | 83,144 | $726.7 萬 | 0.50% | +2,128+2.6% | 加碼 |
| New Mexico Educational Retirement Board | 82,410 | $720.3 萬 | 0.27% | −6,700−7.5% | 減碼 |
| Burns J W & Co Inc | 82,292 | $719.2 萬 | 1.14% | −70.0% | 減碼 |
| Credit Agricole S A | 82,035 | $716.9 萬 | 0.22% | +4,649+6.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 81,443 | $711.8 萬 | 0.08% | +81,443 | 新進 |
| People's United Financial, Inc. | 81,343 | $710.9 萬 | 0.20% | −10,556−11.5% | 減碼 |
| D.A. Davidson & Co. | 81,206 | $709.7 萬 | 0.08% | +7,581+10.3% | 加碼 |
| Capital Analysts, LLC | 81,066 | $708.5 萬 | 0.45% | +2,485+3.2% | 加碼 |
| EJF Capital LLC | 81,000 | $707.9 萬 | 0.76% | +81,000 | 新進 |
| Westbourne Investment Advisors, Inc. | 78,572 | $686.7 萬 | 2.84% | +375+0.5% | 加碼 |
| Nicholas Investment Partners, LP | 78,224 | $683.7 萬 | 0.49% | −14,276−15.4% | 減碼 |
| Cetera Investment Advisers | 84,891 | $679.5 萬 | 0.10% | +4,816+6.0% | 加碼 |
| Oak Harvest Investment Services | 77,609 | $678.3 萬 | 1.68% | +5,854+8.2% | 加碼 |
| Twin Capital Management Inc | 77,213 | $674.8 萬 | 0.73% | −3,165−3.9% | 減碼 |
| Atria Investments LLC | 75,792 | $662.4 萬 | 0.12% | +4,746+6.7% | 加碼 |
| Wolverine Asset Management LLC | 75,202 | $657.2 萬 | 0.08% | +58,048+338.4% | 加碼 |
| Swarthmore Group Inc | 74,949 | $655.1 萬 | 1.67% | −817−1.1% | 減碼 |
| Gradient Investments LLC | 74,252 | $649.0 萬 | 0.17% | −2,792−3.6% | 減碼 |
| First Citizens Bank & Trust Co | 73,442 | $641.9 萬 | 0.25% | +2,480+3.5% | 加碼 |
| Illinois Municipal Retirement Fund | 73,409 | $641.6 萬 | 0.19% | +1,452+2.0% | 加碼 |
| Connors Investor Services Inc | 73,081 | $638.7 萬 | 0.66% | −1,500−2.0% | 減碼 |
| German American Bancorp, Inc. | 72,586 | $634.4 萬 | 0.93% | +438+0.6% | 加碼 |
| BW Gestao de Investimentos Ltda. | 71,182 | $622.1 萬 | 1.32% | +71,182 | 新進 |
| D L Carlson Investment Group Inc | 70,586 | $616.9 萬 | 1.03% | −11,132−13.6% | 減碼 |
| Cutler Group LP | 70,349 | $614.8 萬 | 0.57% | +38,871+123.5% | 加碼 |
| Prudential PLC | 70,286 | $614.3 萬 | 0.09% | +34,166+94.6% | 加碼 |
| Hudson Bay Capital Management LP | 70,000 | $611.8 萬 | 0.09% | −5,000−6.7% | 減碼 |
| Cna Financial Corp | 70,000 | $611.8 萬 | 1.90% | +70,000 | 新進 |
| Baugh & Associates, LLC | 69,857 | $610.6 萬 | 3.59% | −375−0.5% | 減碼 |
| Carlson Capital L P | 69,000 | $603.1 萬 | 0.41% | −165,300−70.6% | 減碼 |
| Capital International Sarl | 68,640 | $599.9 萬 | 0.30% | +57,071+493.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 68,612 | $599.7 萬 | 2.49% | +217+0.3% | 加碼 |
| Private Advisor Group, LLC | 68,487 | $598.6 萬 | 0.05% | +8,159+13.5% | 加碼 |
| Trexquant Investment LP | 68,280 | $596.8 萬 | 0.28% | +3,344+5.1% | 加碼 |
| Oliver Luxxe Assets LLC | 67,230 | $587.6 萬 | 1.49% | −206−0.3% | 減碼 |
| Old Second National Bank of Aurora | 67,136 | $586.8 萬 | 1.47% | +16,074+31.5% | 加碼 |
| Avitas Wealth Management LLC | 66,586 | $582.0 萬 | 1.05% | −2,495−3.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 66,463 | $580.8 萬 | 0.21% | −84−0.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 65,113 | $569.1 萬 | 0.38% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 64,903 | $567.3 萬 | 0.73% | +38,959+150.2% | 加碼 |
| Central Bank & Trust Co | 64,800 | $566.3 萬 | 0.90% | +3,936+6.5% | 加碼 |
| Central Trust Co | 64,715 | $565.6 萬 | 0.16% | +3,066+5.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 56,929 | $558.8 萬 | 0.31% | −546−0.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 63,839 | $558.0 萬 | 0.12% | −8,214−11.4% | 減碼 |
| Meyer Handelman Co | 63,346 | $553.6 萬 | 0.21% | −252−0.4% | 減碼 |
| Iowa State Bank | 62,331 | $544.8 萬 | 1.26% | −1,825−2.8% | 減碼 |
| Cito Capital Group, LLC | 61,948 | $541.4 萬 | 2.47% | −8,200−11.7% | 減碼 |
| Wills Financial Group, Inc. | 61,739 | $539.6 萬 | 2.27% | −1,053−1.7% | 減碼 |
| Northern Oak Wealth Management Inc | 61,584 | $538.2 萬 | 0.66% | +1,582+2.6% | 加碼 |
| Signet Financial Management, LLC | 61,436 | $536.9 萬 | 0.90% | +331+0.5% | 加碼 |
| Spectrum Management Group, LLC | 61,041 | $533.5 萬 | 0.85% | −24,433−28.6% | 減碼 |
| Cullinan Associates Inc | 60,666 | $530.2 萬 | 0.28% | +55,625+1,103.5% | 加碼 |
| Engineers Gate Manager LP | 60,624 | $529.9 萬 | 0.21% | +60,624 | 新進 |
| Catalyst Capital Advisors LLC | 60,600 | $529.6 萬 | 0.23% | −4,650−7.1% | 減碼 |
| Glenview Trust Co | 60,560 | $529.3 萬 | 0.17% | +787+1.3% | 加碼 |
| Norinchukin Bank, The | 59,149 | $517.0 萬 | 0.07% | +11,319+23.7% | 加碼 |
| Baxter Bros Inc | 59,077 | $516.3 萬 | 0.78% | +85+0.1% | 加碼 |
| First National Bank of Omaha | 58,874 | $514.6 萬 | 0.26% | −17,487−22.9% | 減碼 |
| CenterStar Asset Management, LLC | – | $511.3 萬 | 3.56% | – | – |
| HRT Financial LP | 58,131 | $508.0 萬 | 0.04% | +41,359+246.6% | 加碼 |
| Virginia Retirement Systems Et Al | 58,100 | $507.8 萬 | 0.05% | 00.0% | 不變 |
| SG Americas Securities, LLC | 57,776 | $505.0 萬 | 0.05% | −1,140,222−95.2% | 減碼 |
| Assetmark, Inc | 56,952 | $497.8 萬 | 0.02% | +21,866+62.3% | 加碼 |
| Canandaigua National Corp | 56,721 | $495.7 萬 | 0.75% | −2,902−4.9% | 減碼 |
| Mizuho Markets Cayman LP | 56,670 | $495.3 萬 | 0.53% | −383−0.7% | 減碼 |
| Shell Asset Management Co | 56,359 | $492.6 萬 | 0.12% | −2,647−4.5% | 減碼 |
| Coldstream Capital Management Inc | 56,348 | $492.5 萬 | 0.17% | −51,721−47.9% | 減碼 |
| Allstate Corp | 56,151 | $490.8 萬 | 0.13% | −62,892−52.8% | 減碼 |
| Neville Rodie & Shaw Inc | 56,200 | $488.9 萬 | 0.36% | +250+0.4% | 加碼 |
| Principal Street Partners, LLC | 55,696 | $486.8 萬 | 1.12% | +4,039+7.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 54,827 | $479.2 萬 | 0.69% | +19,296+54.3% | 加碼 |
| Jackson Wealth Management, LLC | 54,763 | $478.6 萬 | 0.66% | +54,763 | 新進 |
| Impax Asset Management Group plc | 54,720 | $478.3 萬 | 0.02% | +54,720 | 新進 |
| MainStreet Investment Advisors LLC | 54,677 | $477.9 萬 | 0.45% | −170−0.3% | 減碼 |
| Elk River Wealth Management, LLC | 54,400 | $475.5 萬 | 1.04% | +3,689+7.3% | 加碼 |
| FDx Advisors, Inc. | 54,071 | $472.6 萬 | 0.16% | +4,646+9.4% | 加碼 |
| Heritage Trust Co | 53,944 | $471.5 萬 | 0.67% | +9,085+20.3% | 加碼 |
| Contravisory Investment Management, Inc. | 53,794 | $470.2 萬 | 1.33% | −423−0.8% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 53,267 | $465.6 萬 | 2.15% | −20,510−27.8% | 減碼 |
| Nomura Holdings Inc | 56,017 | $462.3 萬 | 0.04% | −43,262−43.6% | 減碼 |
| Logan Capital Management Inc | 52,511 | $459.0 萬 | 0.22% | +14,190+37.0% | 加碼 |
| Albion Financial Group | 52,430 | $458.2 萬 | 0.39% | +3,115+6.3% | 加碼 |
| Hudson Valley Investment Advisors Inc | 52,300 | $457.1 萬 | 0.62% | −1,293−2.4% | 減碼 |
| LGT Group Foundation | 52,481 | $456.5 萬 | 0.11% | −8,145−13.4% | 減碼 |
| AE Wealth Management LLC | 52,158 | $455.9 萬 | 0.03% | +24,540+88.9% | 加碼 |
| Consolidated Investment Group LLC | 51,600 | $451.0 萬 | 0.74% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 51,500 | $450.1 萬 | 0.32% | +458+0.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 50,628 | $442.4 萬 | 0.07% | +50,628 | 新進 |
| TownSquare Capital, LLC | 50,489 | $441.3 萬 | 0.11% | +5,367+11.9% | 加碼 |
| Kessler Investment Group, LLC | 50,351 | $440.1 萬 | 2.55% | −257−0.5% | 減碼 |
| Desjardins Global Asset Management Inc. | 50,096 | $437.8 萬 | 0.38% | −58,707−54.0% | 減碼 |