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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 81,122 | $617.0 萬 | 0.08% | −321−0.4% | 減碼 |
| Credit Agricole S A | 80,034 | $608.7 萬 | 0.24% | −2,001−2.4% | 減碼 |
| Cetera Investment Advisers | 81,777 | $603.9 萬 | 0.10% | −3,114−3.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 79,111 | $601.7 萬 | 0.15% | −6,685−7.8% | 減碼 |
| New Mexico Educational Retirement Board | 78,610 | $597.9 萬 | 0.29% | −3,800−4.6% | 減碼 |
| Westbourne Investment Advisors, Inc. | 78,374 | $596.1 萬 | 3.70% | −198−0.3% | 減碼 |
| Banque Pictet & Cie SA | 78,324 | $595.7 萬 | 0.06% | −14,466−15.6% | 減碼 |
| Assetmark, Inc | 76,749 | $583.8 萬 | 0.03% | +19,797+34.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 76,451 | $581.5 萬 | 0.13% | −135,768−64.0% | 減碼 |
| JustInvest LLC | 76,191 | $579.5 萬 | 0.27% | +26,548+53.5% | 加碼 |
| Twin Capital Management Inc | 76,102 | $578.8 萬 | 0.74% | −1,111−1.4% | 減碼 |
| Private Advisor Group, LLC | 74,341 | $565.4 萬 | 0.05% | +5,854+8.5% | 加碼 |
| Saba Capital Management, L.P. | 73,562 | $559.5 萬 | 0.08% | +73,562 | 新進 |
| First Citizens Bank & Trust Co | 73,434 | $558.6 萬 | 0.20% | −80.0% | 減碼 |
| Connors Investor Services Inc | 73,081 | $555.9 萬 | 0.70% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 72,900 | $554.5 萬 | 1.21% | +6,314+9.5% | 加碼 |
| Northern Oak Wealth Management Inc | 72,858 | $554.2 萬 | 0.78% | +11,274+18.3% | 加碼 |
| Cyrus J. Lawrence, LLC | 72,727 | $553.1 萬 | 1.59% | −35,846−33.0% | 減碼 |
| DuPont Capital Management Corp | 72,311 | $550.0 萬 | 0.26% | −16,278−18.4% | 減碼 |
| Capital International Sarl | 71,644 | $544.9 萬 | 0.44% | +3,004+4.4% | 加碼 |
| Winton Group Ltd | 71,286 | $542.2 萬 | 0.29% | +67,822+1,957.9% | 加碼 |
| D L Carlson Investment Group Inc | 70,476 | $536.0 萬 | 1.13% | −110−0.2% | 減碼 |
| Oliver Luxxe Assets LLC | 70,248 | $534.3 萬 | 1.58% | +3,018+4.5% | 加碼 |
| Easterly Investment Partners LLC | 70,176 | $533.8 萬 | 0.48% | +70,176 | 新進 |
| Advocate Group LLC | 69,879 | $531.5 萬 | 1.24% | +69,879 | 新進 |
| Copeland Capital Management, LLC | 69,786 | $530.8 萬 | 0.17% | +69,786 | 新進 |
| Group One Trading, L.P. | 69,543 | $528.9 萬 | 0.15% | +69,543 | 新進 |
| Exchange Traded Concepts, LLC | 69,077 | $525.4 萬 | 0.15% | −90,104−56.6% | 減碼 |
| Logan Capital Management Inc | 69,021 | $525.0 萬 | 0.30% | +16,510+31.4% | 加碼 |
| Baugh & Associates, LLC | 68,808 | $523.4 萬 | 3.52% | −1,049−1.5% | 減碼 |
| Picton Mahoney Asset Management | 68,460 | $520.9 萬 | 0.22% | −170,772−71.4% | 減碼 |
| Principal Street Partners, LLC | 66,897 | $508.8 萬 | 1.32% | +11,201+20.1% | 加碼 |
| Central Trust Co | 66,681 | $507.2 萬 | 0.17% | +1,966+3.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 66,463 | $505.3 萬 | 0.22% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 66,411 | $505.1 萬 | 1.41% | −725−1.1% | 減碼 |
| CWM, LLC | 65,904 | $501.3 萬 | 0.04% | +22,506+51.9% | 加碼 |
| German American Bancorp, Inc. | 65,878 | $501.1 萬 | 0.84% | −6,708−9.2% | 減碼 |
| Tudor Investment Corp Et Al | 64,596 | $491.3 萬 | 0.14% | −42,389−39.6% | 減碼 |
| Lyell Wealth Management, LP | 64,408 | $489.9 萬 | 0.80% | −495−0.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 64,269 | $488.8 萬 | 0.11% | +430+0.7% | 加碼 |
| Signet Financial Management, LLC | 63,931 | $486.3 萬 | 0.93% | +2,495+4.1% | 加碼 |
| CTC LLC | 63,852 | $485.6 萬 | 0.28% | −246,915−79.5% | 減碼 |
| Gibraltar Capital Management, Inc. | 63,787 | $485.2 萬 | 2.36% | −4,825−7.0% | 減碼 |
| Meyer Handelman Co | 63,166 | $480.4 萬 | 0.21% | −180−0.3% | 減碼 |
| Atria Investments LLC | 62,981 | $479.0 萬 | 0.10% | −12,811−16.9% | 減碼 |
| Sandy Cove Advisors, LLC | 62,683 | $476.8 萬 | 4.33% | +58,769+1,501.5% | 加碼 |
| Iowa State Bank | 62,514 | $475.5 萬 | 1.26% | +183+0.3% | 加碼 |
| Baxter Bros Inc | 62,187 | $473.0 萬 | 0.85% | +3,110+5.3% | 加碼 |
| Cito Capital Group, LLC | 61,948 | $471.2 萬 | 2.58% | 00.0% | 不變 |
| Connectus Wealth, LLC | 61,810 | $470.8 萬 | 0.11% | +22,952+59.1% | 加碼 |
| Wills Financial Group, Inc. | 61,338 | $466.5 萬 | 2.29% | −401−0.6% | 減碼 |
| Illinois Municipal Retirement Fund | 61,276 | $466.1 萬 | 0.11% | −12,133−16.5% | 減碼 |
| AE Wealth Management LLC | 61,255 | $465.9 萬 | 0.04% | +9,097+17.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 61,213 | $465.6 萬 | 0.41% | −3,900−6.0% | 減碼 |
| Howe & Rusling Inc | 60,947 | $463.6 萬 | 0.59% | −27,701−31.2% | 減碼 |
| Coldstream Capital Management Inc | 59,192 | $450.2 萬 | 0.18% | +2,844+5.0% | 加碼 |
| Prudential PLC | 58,989 | $448.7 萬 | 0.08% | −11,297−16.1% | 減碼 |
| Glenview Trust Co | 58,062 | $441.6 萬 | 0.16% | −2,498−4.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 57,570 | $437.9 萬 | 0.71% | +2,743+5.0% | 加碼 |
| First National Bank of Omaha | 57,042 | $433.8 萬 | 0.26% | −1,832−3.1% | 減碼 |
| Paloma Partners Management Co | 57,031 | $433.8 萬 | 0.43% | +28,893+102.7% | 加碼 |
| United Services Automobile Association | 56,822 | $432.2 萬 | 0.11% | +56,822 | 新進 |
| Benson Investment Management Company, Inc. | 56,696 | $429.1 萬 | 2.68% | +11,135+24.4% | 加碼 |
| BW Gestao de Investimentos Ltda. | 56,182 | $427.3 萬 | 0.99% | −15,000−21.1% | 減碼 |
| Shell Asset Management Co | 55,969 | $425.7 萬 | 0.13% | −390−0.7% | 減碼 |
| Rpo LLC | 55,577 | $422.7 萬 | 1.15% | +55,577 | 新進 |
| Andra AP-fonden | 55,411 | $421.5 萬 | 0.12% | +55,411 | 新進 |
| Impax Asset Management Group plc | 54,720 | $416.2 萬 | 0.02% | 00.0% | 不變 |
| Heritage Trust Co | 54,691 | $416.0 萬 | 0.68% | +747+1.4% | 加碼 |
| Wolverine Asset Management LLC | 54,526 | $414.7 萬 | 0.05% | −20,676−27.5% | 減碼 |
| Elk River Wealth Management, LLC | 54,458 | $414.2 萬 | 1.05% | +58+0.1% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 54,222 | $412.4 萬 | 1.94% | +955+1.8% | 加碼 |
| Albion Financial Group | 53,924 | $410.1 萬 | 0.41% | +1,494+2.8% | 加碼 |
| FDx Advisors, Inc. | 53,560 | $407.4 萬 | 0.15% | −511−0.9% | 減碼 |
| Corient Capital Partners, LLC | 53,503 | $406.9 萬 | 0.31% | +4,940+10.2% | 加碼 |
| Banque Cantonale Vaudoise | 52,475 | $399.2 萬 | 0.21% | +3,000+6.1% | 加碼 |
| Canandaigua National Corp | 52,166 | $396.8 萬 | 0.70% | −4,555−8.0% | 減碼 |
| Neville Rodie & Shaw Inc | 51,870 | $394.5 萬 | 0.35% | −4,330−7.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 51,774 | $393.7 萬 | 0.06% | +18,863+57.3% | 加碼 |
| Consolidated Investment Group LLC | 51,600 | $392.4 萬 | 0.75% | 00.0% | 不變 |
| TownSquare Capital, LLC | 51,493 | $391.6 萬 | 0.11% | +1,004+2.0% | 加碼 |
| Advisor Partners LLC | 51,317 | $390.3 萬 | 0.27% | +5,613+12.3% | 加碼 |
| Veritable, L.P. | 51,231 | $389.7 萬 | 0.07% | +4,050+8.6% | 加碼 |
| MainStreet Investment Advisors LLC | 51,212 | $389.5 萬 | 0.45% | −3,465−6.3% | 減碼 |
| Braun Stacey Associates Inc | 50,926 | $387.3 萬 | 0.22% | −244,655−82.8% | 減碼 |
| Clarius Group, LLC | 21,343 | $383.1 萬 | 0.38% | +830+4.0% | 加碼 |
| Allstate Corp | 50,292 | $382.5 萬 | 0.12% | −5,859−10.4% | 減碼 |
| Simon Quick Advisors, LLC | 44,173 | $380.5 萬 | 0.50% | +42,709+2,917.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 49,529 | $376.7 萬 | 0.22% | −7,400−13.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 49,191 | $374.1 萬 | 0.58% | −3,109−5.9% | 減碼 |
| Wright Investors Service Inc | 49,141 | $373.8 萬 | 1.07% | +29,439+149.4% | 加碼 |
| Massmutual Trust Co FSB | 48,885 | $371.8 萬 | 0.16% | +4,700+10.6% | 加碼 |
| First Hawaiian Bank | 48,593 | $369.6 萬 | 0.13% | −471−1.0% | 減碼 |
| Viking Fund Management LLC | 48,000 | $365.1 萬 | 0.84% | +26,000+118.2% | 加碼 |
| Highland Capital Management, LLC | 47,953 | $364.7 萬 | 0.26% | −187−0.4% | 減碼 |
| Aureus Asset Management, LLC | 47,953 | $364.7 萬 | 0.29% | +15,395+47.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 47,811 | $363.7 萬 | 0.33% | +5,968+14.3% | 加碼 |
| SkyOak Wealth, LLC | 47,798 | $363.5 萬 | 1.24% | −754−1.6% | 減碼 |
| Donaldson Capital Management, LLC | 47,191 | $358.9 萬 | 0.18% | −2,086−4.2% | 減碼 |
| Cetera Advisor Networks LLC | 47,611 | $358.3 萬 | 0.05% | +20,965+78.7% | 加碼 |