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 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 | 2,746 | $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 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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 147,018 | $1,118 萬 | 0.25% | −59,169−28.7% | 減碼 |
| Peapack Gladstone Financial Corp | 146,948 | $1,118 萬 | 0.26% | −15,835−9.7% | 減碼 |
| Rockefeller Capital Management L.P. | 146,221 | $1,112 萬 | 0.06% | +30,272+26.1% | 加碼 |
| Grand Jean Capital Management Inc | 145,676 | $1,108 萬 | 4.44% | −844−0.6% | 減碼 |
| Nissay Asset Management Corp | 145,598 | $1,107 萬 | 0.11% | −6,569−4.3% | 減碼 |
| Captrust Financial Advisors | 145,244 | $1,105 萬 | 0.07% | +18,488+14.6% | 加碼 |
| Regentatlantic Capital LLC | 144,733 | $1,101 萬 | 0.36% | −744−0.5% | 減碼 |
| Socorro Asset Management LP | 144,153 | $1,096 萬 | 3.90% | −25,372−15.0% | 減碼 |
| Hartford Investment Management Co | 141,507 | $1,076 萬 | 0.33% | +142+0.1% | 加碼 |
| Bank of the West | 140,770 | $1,071 萬 | 1.36% | −1,229−0.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 139,059 | $1,058 萬 | 0.44% | +543+0.4% | 加碼 |
| Oppenheimer & Co Inc | 138,429 | $1,053 萬 | 0.23% | +38,454+38.5% | 加碼 |
| Scotia Capital Inc. | 137,589 | $1,047 萬 | 0.08% | −20,122−12.8% | 減碼 |
| Advisors Asset Management, Inc. | 137,410 | $1,045 萬 | 0.19% | +137,410 | 新進 |
| Acadian Asset Management LLC | 136,313 | $1,037 萬 | 0.05% | −48,110−26.1% | 減碼 |
| Burney Co | 134,313 | $1,022 萬 | 0.54% | −1,999−1.5% | 減碼 |
| Prana Capital Management, LP | 132,703 | $1,009 萬 | 0.77% | +132,703 | 新進 |
| Marshall Wace, LLP | 132,300 | $1,006 萬 | 0.02% | +132,300 | 新進 |
| Edge Capital Group, LLC | 131,468 | $999.9 萬 | 0.95% | +1,871+1.4% | 加碼 |
| Xponance, Inc. | 131,189 | $997.8 萬 | 0.20% | −44,414−25.3% | 減碼 |
| Crestwood Advisors Group LLC | 130,227 | $990.5 萬 | 0.33% | −186−0.1% | 減碼 |
| Telos Capital Management, Inc. | 129,819 | $987.4 萬 | 1.51% | −94−0.1% | 減碼 |
| Creative Planning | 128,768 | $979.4 萬 | 0.02% | +7,165+5.9% | 加碼 |
| Bokf, NA | 128,407 | $976.7 萬 | 0.19% | −546−0.4% | 減碼 |
| PEAK6 Investments LLC | 120,065 | $972.6 萬 | 0.22% | −20,499−14.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 126,150 | $959.5 萬 | 0.15% | −1,500−1.2% | 減碼 |
| Brightworth | 125,169 | $952.0 萬 | 1.02% | +700+0.6% | 加碼 |
| General Pension Society PZU Joint Stock Co | 124,369 | $946.0 萬 | 4.23% | 00.0% | 不變 |
| Tweedy, Browne Co LLC | 122,670 | $933.0 萬 | 0.38% | −103,720−45.8% | 減碼 |
| Grassi Investment Management | 121,275 | $922.4 萬 | 1.23% | +750+0.6% | 加碼 |
| Capstone Investment Advisors, LLC | 120,350 | $915.4 萬 | 0.21% | −86,355−41.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 119,974 | $912.5 萬 | 0.04% | +32,974+37.9% | 加碼 |
| Argent Trust Co | 118,766 | $903.3 萬 | 0.62% | +8,337+7.5% | 加碼 |
| BTC Capital Management, Inc. | 118,564 | $900.0 萬 | 1.10% | +2,584+2.2% | 加碼 |
| Cullinan Associates Inc | 118,228 | $899.2 萬 | 0.55% | +57,562+94.9% | 加碼 |
| Stamos Capital Partners, L.P. | 115,890 | $881.5 萬 | 2.67% | +16,970+17.2% | 加碼 |
| Securian Asset Management, Inc | 115,872 | $881.3 萬 | 0.21% | −2,187−1.9% | 減碼 |
| Amica Mutual Insurance Co | 115,134 | $875.7 萬 | 1.11% | 00.0% | 不變 |
| Winslow Capital Management, LLC | 114,553 | $871.3 萬 | 0.05% | +24,041+26.6% | 加碼 |
| National Bank of Canada | 114,343 | $869.2 萬 | 0.05% | −239,885−67.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 112,542 | $855.9 萬 | 0.01% | −175,816−61.0% | 減碼 |
| Westpac Banking Corp | 110,962 | $844.0 萬 | 0.11% | −739−0.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 110,416 | $839.8 萬 | 0.13% | −222,673−66.9% | 減碼 |
| Fred Alger Management, LLC | 109,632 | $833.9 萬 | 0.04% | +4,155+3.9% | 加碼 |
| Polar Capital Holdings Plc | 108,942 | $828.6 萬 | 0.06% | +8,384+8.3% | 加碼 |
| Appleton Partners Inc | 107,862 | $820.4 萬 | 0.78% | +2,606+2.5% | 加碼 |
| Private Capital Advisors, Inc. | 107,519 | $817.8 萬 | 1.38% | −260−0.2% | 減碼 |
| Pinebridge Investments, L.P. | 107,403 | $816.9 萬 | 0.10% | −172,726−61.7% | 減碼 |
| Ziegler Capital Management, LLC | 106,752 | $812.0 萬 | 0.33% | −1,744−1.6% | 減碼 |
| FineMark National Bank & Trust | 106,681 | $811.4 萬 | 0.37% | +241+0.2% | 加碼 |
| Banco Santander, S.A. | 106,513 | $810.2 萬 | 0.11% | −4,499−4.1% | 減碼 |
| Capula Management Ltd | 106,485 | $809.9 萬 | 1.14% | +106,485 | 新進 |
| Verition Fund Management LLC | 105,987 | $806.2 萬 | 0.17% | −18,877−15.1% | 減碼 |
| Lowe Brockenbrough & Co Inc | 105,612 | $803.3 萬 | 0.70% | +1,720+1.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 105,306 | $801.0 萬 | 0.27% | +6,285+6.3% | 加碼 |
| Twin Tree Management, LP | 105,026 | $798.8 萬 | 0.15% | −32,071−23.4% | 減碼 |
| Core Alternative Capital | 104,201 | $792.5 萬 | 1.87% | +17,636+20.4% | 加碼 |
| Cornerstone Advisors, LLC | 104,000 | $791.0 萬 | 0.41% | +104,000 | 新進 |
| Kentucky Retirement Systems | 103,864 | $790.0 萬 | 0.33% | +13,506+14.9% | 加碼 |
| Alberta Investment Management Corp | 102,300 | $778.1 萬 | 0.06% | −32,700−24.2% | 減碼 |
| Interval Partners, LP | 102,254 | $777.7 萬 | 0.55% | +102,254 | 新進 |
| Flputnam Investment Management Co | 101,779 | $774.1 萬 | 0.28% | −7,677−7.0% | 減碼 |
| Ashfield Capital Partners, LLC | 100,633 | $765.4 萬 | 0.60% | −951−0.9% | 減碼 |
| Brinker Capital Investments, LLC | 99,541 | $757.1 萬 | 0.14% | −20,678−17.2% | 減碼 |
| Daiwa Securities Group Inc. | 93,196 | $753.0 萬 | 0.06% | +4,251+4.8% | 加碼 |
| Maryland State Retirement & Pension System | 98,319 | $747.8 萬 | 0.24% | −4,228−4.1% | 減碼 |
| Wealthfront Advisers LLC | 98,206 | $747.0 萬 | 0.04% | +429+0.4% | 加碼 |
| Kestra Advisory Services, LLC | 97,875 | $744.4 萬 | 0.08% | −6,006−5.8% | 減碼 |
| Dowling & Yahnke LLC | 95,999 | $730.2 萬 | 0.34% | +1,389+1.5% | 加碼 |
| Louisiana State Employees Retirement System | 88,600 | $723.4 萬 | 0.19% | −900−1.0% | 減碼 |
| Hennessy Advisors Inc | 94,600 | $719.5 萬 | 0.43% | −500−0.5% | 減碼 |
| Ieq Capital, LLC | 94,441 | $718.4 萬 | 0.22% | −13,071−12.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,378 | $702.6 萬 | 0.17% | +5,734+6.6% | 加碼 |
| American Assets Investment Management, LLC | 92,000 | $699.8 萬 | 0.87% | 00.0% | 不變 |
| Ethic Inc. | 91,347 | $694.8 萬 | 0.48% | +8,203+9.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 90,531 | $688.6 萬 | 0.69% | −7,355−7.5% | 減碼 |
| Becker Capital Management Inc | 90,500 | $688.3 萬 | 0.33% | −2,072−2.2% | 減碼 |
| Telemus Capital, LLC | 89,900 | $683.8 萬 | 0.66% | −1,549−1.7% | 減碼 |
| Quadrature Capital Ltd | 89,687 | $682.5 萬 | 0.28% | +89,687 | 新進 |
| White Pine Investment CO | 89,260 | $678.9 萬 | 2.68% | −540−0.6% | 減碼 |
| SG Americas Securities, LLC | 89,239 | $678.8 萬 | 0.09% | +31,463+54.5% | 加碼 |
| Norinchukin Bank, The | 88,990 | $676.9 萬 | 0.13% | +29,841+50.5% | 加碼 |
| Leuthold Group, LLC | 88,980 | $676.8 萬 | 0.96% | −36,136−28.9% | 減碼 |
| D.A. Davidson & Co. | 88,948 | $676.5 萬 | 0.08% | +7,742+9.5% | 加碼 |
| RNC Capital Management LLC | 88,510 | $673.2 萬 | 0.38% | −529,250−85.7% | 減碼 |
| HRT Financial LP | 88,417 | $672.4 萬 | 0.07% | +30,286+52.1% | 加碼 |
| Brown Advisory Inc | 88,272 | $671.4 萬 | 0.01% | −280.0% | 減碼 |
| Montag A & Associates Inc | 87,245 | $663.6 萬 | 0.43% | −5,297−5.7% | 減碼 |
| Gradient Investments LLC | 85,936 | $653.6 萬 | 0.19% | +11,684+15.7% | 加碼 |
| Prospera Financial Services Inc | 84,983 | $646.4 萬 | 0.33% | −394−0.5% | 減碼 |
| Capital Analysts, LLC | 84,693 | $644.2 萬 | 0.45% | +3,627+4.5% | 加碼 |
| McGuire Investment Group, LLC | 84,143 | $640.0 萬 | 1.38% | −286−0.3% | 減碼 |
| YHB Investment Advisors, Inc. | 84,094 | $639.6 萬 | 0.67% | 00.0% | 不變 |
| Wolverine Trading, LLC | 81,604 | $638.1 萬 | 0.20% | −33,248−28.9% | 減碼 |
| Point72 Europe (London) LLP | 83,100 | $632.1 萬 | 1.98% | +83,100 | 新進 |
| Metropolitan Life Insurance Co | 82,845 | $630.1 萬 | 0.28% | −3,180−3.7% | 減碼 |
| Oak Harvest Investment Services | 82,394 | $626.7 萬 | 1.69% | +4,785+6.2% | 加碼 |
| PFS Investments Inc. | 82,306 | $626.0 萬 | 0.13% | −230,866−73.7% | 減碼 |
| Hourglass Capital, LLC | 81,832 | $622.4 萬 | 2.20% | −1,930−2.3% | 減碼 |
| Burns J W & Co Inc | 81,333 | $618.6 萬 | 1.17% | −959−1.2% | 減碼 |