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 2,745 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 2 季 13F 持有人
Morgan Stanley 在 2022/6/30 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
- 1,607
- 較 2022 年第 1 季 −46 家
- 持有股數
- 14.4 億
- 較 2022 年第 1 季 −2,862 萬 (−1.9%)
- 總市值
- $1,096 億
- 較 2022 年第 1 季 −$188.5 億 (−14.7%)
- 新進機構
- 113
- 另有 609 家加碼
- 清倉機構
- 159
- 另有 647 家減碼
另有 20 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 | 2,745 | $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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| American Century Companies Inc | 1,077,563 | $8,196 萬 | 0.07% | −383,774−26.3% | 減碼 |
| Truist Financial Corp | 1,070,150 | $8,140 萬 | 0.15% | −57,934−5.1% | 減碼 |
| Toronto Dominion Bank | 991,092 | $7,537 萬 | 0.14% | −295,062−22.9% | 減碼 |
| RBF Capital, LLC | 810,432 | $7,083 萬 | 4.93% | 00.0% | 不變 |
| Mackenzie Financial Corp | 923,661 | $7,025 萬 | 0.11% | −293,981−24.1% | 減碼 |
| Public Employees Retirement System of Ohio | 911,272 | $6,931 萬 | 0.29% | +99,527+12.3% | 加碼 |
| Epoch Investment Partners, Inc. | 905,971 | $6,891 萬 | 0.40% | −158,352−14.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 899,261 | $6,840 萬 | 0.18% | +269,686+42.8% | 加碼 |
| DnB Asset Management AS | 890,351 | $6,772 萬 | 0.48% | −11,759−1.3% | 減碼 |
| Russell Investments Group, Ltd. | 881,086 | $6,735 萬 | 0.14% | +160,570+22.3% | 加碼 |
| Calamos Advisors LLC | 884,763 | $6,730 萬 | 0.30% | +6,973+0.8% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 850,091 | $6,466 萬 | 0.27% | −7,323−0.9% | 減碼 |
| Sadoff Investment Management LLC | 831,650 | $6,326 萬 | 4.75% | −8,490−1.0% | 減碼 |
| Aristotle Capital Management, LLC | 821,410 | $6,248 萬 | 0.13% | −2100.0% | 減碼 |
| Factory Mutual Insurance Co | 805,600 | $6,128 萬 | 1.00% | +2,000+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 797,464 | $6,066 萬 | 0.10% | +518,625+186.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 784,713 | $5,969 萬 | 0.15% | +66,342+9.2% | 加碼 |
| Brandywine Global Investment Management, LLC | 783,255 | $5,957 萬 | 0.52% | +82,294+11.7% | 加碼 |
| Balyasny Asset Management LLC | 781,524 | $5,944 萬 | 0.25% | +761,696+3,841.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 781,517 | $5,944 萬 | 0.23% | −8,198−1.0% | 減碼 |
| Kames Capital plc | 779,162 | $5,931 萬 | 1.12% | −41,870−5.1% | 減碼 |
| Pzena Investment Management LLC | 778,946 | $5,925 萬 | 0.27% | −54,048−6.5% | 減碼 |
| Westfield Capital Management Co LP | 773,372 | $5,882 萬 | 0.46% | +14,529+1.9% | 加碼 |
| Storebrand Asset Management AS | 773,149 | $5,881 萬 | 0.33% | +8,091+1.1% | 加碼 |
| Swedbank AB | 760,115 | $5,781 萬 | 0.13% | +54,900+7.8% | 加碼 |
| Voya Investment Management LLC | 757,017 | $5,758 萬 | 0.15% | −35,804−4.5% | 減碼 |
| Panagora Asset Management Inc | 753,637 | $5,732 萬 | 0.38% | −138,096−15.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 753,625 | $5,732 萬 | 0.25% | +82,107+12.2% | 加碼 |
| AXA S.A. | 743,197 | $5,653 萬 | 0.21% | +144,455+24.1% | 加碼 |
| Ninety One UK Ltd | 728,400 | $5,540 萬 | 0.16% | −7,523−1.0% | 減碼 |
| Clearbridge Investments, LLC | 707,292 | $5,380 萬 | 0.05% | −51,788−6.8% | 減碼 |
| Jane Street Group, LLC | 702,067 | $5,340 萬 | 0.11% | −143,886−17.0% | 減碼 |
| Avalon Investment & Advisory | 699,206 | $5,318 萬 | 1.50% | +16,450+2.4% | 加碼 |
| LPL Financial LLC | 695,181 | $5,288 萬 | 0.05% | +45,416+7.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 663,045 | $5,043 萬 | 1.12% | −1,529−0.2% | 減碼 |
| M&T Bank Corp | 740,001 | $5,029 萬 | 0.24% | +104,727+16.5% | 加碼 |
| Pictet Asset Management SA | 656,517 | $4,994 萬 | 0.07% | −170,634−20.6% | 減碼 |
| Public Sector Pension Investment Board | 638,579 | $4,857 萬 | 0.43% | −100,161−13.6% | 減碼 |
| Bank of Nova Scotia | 624,310 | $4,752 萬 | 0.11% | −786,395−55.7% | 減碼 |
| Laurion Capital Management LP | 618,580 | $4,705 萬 | 1.97% | +618,580 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 606,925 | $4,616 萬 | 0.28% | −107,471−15.0% | 減碼 |
| Gateway Investment Advisers LLC | 601,593 | $4,576 萬 | 0.52% | +1,541+0.3% | 加碼 |
| Asset Management One Co.,Ltd. | 592,377 | $4,506 萬 | 0.21% | −31,699−5.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 591,645 | $4,500 萬 | 2.69% | +158,246+36.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 608,762 | $4,480 萬 | 1.61% | −34,760−5.4% | 減碼 |
| STRS Ohio | 573,621 | $4,363 萬 | 0.20% | −1,533−0.3% | 減碼 |
| US Bancorp | 560,367 | $4,262 萬 | 0.08% | +76,644+15.8% | 加碼 |
| SEI Investments Co | 556,183 | $4,241 萬 | 0.09% | +125,539+29.2% | 加碼 |
| Treasurer of the State of North Carolina | 557,143 | $4,238 萬 | 0.27% | −6,436−1.1% | 減碼 |
| HighTower Advisors, LLC | 551,920 | $4,201 萬 | 0.11% | +26,723+5.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 548,850 | $4,174 萬 | 0.34% | +888+0.2% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 548,241 | $4,170 萬 | 3.40% | +3,064+0.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 541,191 | $4,116 萬 | 0.24% | +142,832+35.9% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 538,653 | $4,097 萬 | 1.24% | +15,983+3.1% | 加碼 |
| Tesco Pension Investment Ltd | 533,976 | $4,061 萬 | 2.36% | −521,131−49.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 526,477 | $4,004 萬 | 1.48% | −360−0.1% | 減碼 |
| TCW Group Inc | 520,262 | $3,957 萬 | 0.52% | −106,755−17.0% | 減碼 |
| Standard Life Aberdeen plc | 518,357 | $3,951 萬 | 0.12% | +19,217+3.9% | 加碼 |
| Nisa Investment Advisors, LLC | 515,363 | $3,920 萬 | 0.34% | −23,752−4.4% | 減碼 |
| Todd Asset Management LLC | 515,176 | $3,919 萬 | 1.01% | −2,007−0.4% | 減碼 |
| Voleon Capital Management LP | 500,000 | $3,803 萬 | 10.86% | +500,000 | 新進 |
| Signature Estate & Investment Advisors LLC | 480,030 | $3,651 萬 | 1.84% | +48,260+11.2% | 加碼 |
| Royal London Asset Management Ltd | 477,869 | $3,638 萬 | 0.17% | −2,568−0.5% | 減碼 |
| Umb Bank N A | 478,095 | $3,636 萬 | 0.57% | +6,717+1.4% | 加碼 |
| NFJ Investment Group, LLC | 476,004 | $3,621 萬 | 0.87% | −6,330−1.3% | 減碼 |
| Natixis | 472,705 | $3,599 萬 | 0.13% | −426,831−47.5% | 減碼 |
| Junto Capital Management LP | 469,546 | $3,571 萬 | 1.06% | −112,008−19.3% | 減碼 |
| American International Group, Inc. | 462,966 | $3,521 萬 | 0.24% | −15,878−3.3% | 減碼 |
| Rathbone Brothers plc | 452,388 | $3,441 萬 | 0.39% | +38,580+9.3% | 加碼 |
| Walleye Trading LLC | 451,340 | $3,433 萬 | 0.83% | +188,167+71.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 445,483 | $3,388 萬 | 0.05% | +445,483 | 新進 |
| Aviva PLC | 441,827 | $3,361 萬 | 0.18% | +22,505+5.4% | 加碼 |
| Mariner, LLC | 439,187 | $3,340 萬 | 0.14% | +25,148+6.1% | 加碼 |
| Voloridge Investment Management, LLC | 436,308 | $3,319 萬 | 0.17% | +43,918+11.2% | 加碼 |
| Pinnacle Associates Ltd | 434,881 | $3,308 萬 | 0.72% | +83,340+23.7% | 加碼 |
| Qube Research & Technologies Ltd | 433,740 | $3,299 萬 | 0.25% | −294,642−40.5% | 減碼 |
| GWM Advisors LLC | 428,855 | $3,262 萬 | 0.56% | +28,366+7.1% | 加碼 |
| TD Waterhouse Canada Inc. | 383,007 | $3,131 萬 | 0.35% | +51,515+15.5% | 加碼 |
| Rafferty Asset Management, LLC | 405,696 | $3,086 萬 | 0.28% | −260,558−39.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 403,688 | $3,070 萬 | 0.51% | −58,313−12.6% | 減碼 |
| Abeille Asset Management SA | 402,003 | $3,058 萬 | 1.08% | +83,781+26.3% | 加碼 |
| Edgar Lomax Co | 394,430 | $3,000 萬 | 1.88% | +10,765+2.8% | 加碼 |
| Boston Common Asset Management, LLC | 386,644 | $2,941 萬 | 1.47% | +47,282+13.9% | 加碼 |
| Fiduciary Trust Co | 380,531 | $2,894 萬 | 0.61% | +437+0.1% | 加碼 |
| State of Michigan Retirement System | 377,526 | $2,872 萬 | 0.20% | +19,900+5.6% | 加碼 |
| MetLife Investment Management | 374,411 | $2,848 萬 | 0.22% | −9,414−2.5% | 減碼 |
| Clark Capital Management Group, Inc. | 371,969 | $2,829 萬 | 0.37% | −485,004−56.6% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $2,809 萬 | 1.77% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 367,705 | $2,797 萬 | 1.21% | −58,016−13.6% | 減碼 |
| Arizona State Retirement System | 366,519 | $2,788 萬 | 0.27% | −2,770−0.8% | 減碼 |
| Bridgewater Associates, LP | 365,090 | $2,777 萬 | 0.12% | +50,488+16.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 357,312 | $2,718 萬 | 1.12% | −5,952−1.6% | 減碼 |
| Nomura Asset Management Co Ltd | 354,868 | $2,699 萬 | 0.17% | +8,506+2.5% | 加碼 |
| Commonwealth Equity Services, LLC | 353,958 | $2,692 萬 | 0.07% | +4,305+1.2% | 加碼 |
| Employees Retirement System of Texas | 349,000 | $2,655 萬 | 0.38% | 00.0% | 不變 |
| Amalgamated Bank | 343,564 | $2,613 萬 | 0.24% | −7,259−2.1% | 減碼 |
| Bridger Management, LLC | 342,214 | $2,603 萬 | 5.87% | −32,378−8.6% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 342,123 | $2,602 萬 | 2.08% | +342,123 | 新進 |
| Worldquant Millennium Advisors LLC | 341,843 | $2,600 萬 | 0.74% | 00.0% | 不變 |
| Tredje AP-fonden | 340,507 | $2,590 萬 | 0.65% | −24,000−6.6% | 減碼 |