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 3 季 13F 持有人
Morgan Stanley 在 2022/9/30 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
- 1,586
- 較 2022 年第 2 季 +2 家
- 持有股數
- 14.3 億
- 較 2022 年第 2 季 −1,424 萬 (−1.0%)
- 總市值
- $1,127 億
- 較 2022 年第 2 季 +$31.2 億 (+2.8%)
- 新進機構
- 108
- 另有 637 家加碼
- 清倉機構
- 106
- 另有 609 家減碼
另有 23 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 1,042,289 | $8,295 萬 | 0.25% | −190,349−15.4% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 1,018,338 | $8,046 萬 | 2.54% | +479,685+89.1% | 加碼 |
| Public Employees Retirement System of Ohio | 1,007,827 | $7,963 萬 | 0.36% | +96,555+10.6% | 加碼 |
| Intech Investment Management LLC | 976,465 | $7,715 萬 | 0.58% | −545,777−35.9% | 減碼 |
| Russell Investments Group, Ltd. | 959,833 | $7,596 萬 | 0.17% | +78,747+8.9% | 加碼 |
| Calamos Advisors LLC | 924,348 | $7,303 萬 | 0.35% | +39,585+4.5% | 加碼 |
| HRT Financial LP | 913,569 | $7,218 萬 | 0.78% | +825,152+933.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 909,053 | $7,182 萬 | 0.19% | +9,792+1.1% | 加碼 |
| Swedbank AB | 855,615 | $6,760 萬 | 0.16% | +95,500+12.6% | 加碼 |
| State of Tennessee, Treasury Department | 855,180 | $6,757 萬 | 0.33% | −306,516−26.4% | 減碼 |
| Standard Life Aberdeen plc | 844,196 | $6,670 萬 | 0.20% | +325,839+62.9% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 822,152 | $6,496 萬 | 0.28% | −27,939−3.3% | 減碼 |
| Aristotle Capital Management, LLC | 820,780 | $6,485 萬 | 0.15% | −630−0.1% | 減碼 |
| Sadoff Investment Management LLC | 815,571 | $6,444 萬 | 5.02% | −16,079−1.9% | 減碼 |
| DnB Asset Management AS | 814,266 | $6,434 萬 | 0.50% | −76,085−8.5% | 減碼 |
| RBF Capital, LLC | 810,432 | $6,403 萬 | 5.48% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 808,740 | $6,390 萬 | 0.21% | +55,115+7.3% | 加碼 |
| Factory Mutual Insurance Co | 805,600 | $6,365 萬 | 1.05% | 00.0% | 不變 |
| Mackenzie Financial Corp | 799,881 | $6,320 萬 | 0.11% | −123,780−13.4% | 減碼 |
| LPL Financial LLC | 798,261 | $6,307 萬 | 0.06% | +103,080+14.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 789,646 | $6,239 萬 | 0.20% | −298,002−27.4% | 減碼 |
| Epoch Investment Partners, Inc. | 784,306 | $6,197 萬 | 0.40% | −121,665−13.4% | 減碼 |
| Westfield Capital Management Co LP | 783,459 | $6,190 萬 | 0.49% | +10,087+1.3% | 加碼 |
| Kames Capital plc | 774,227 | $6,123 萬 | 1.24% | −4,935−0.6% | 減碼 |
| Storebrand Asset Management AS | 772,284 | $6,102 萬 | 0.37% | −865−0.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 770,620 | $6,089 萬 | 0.25% | −10,897−1.4% | 減碼 |
| Pzena Investment Management LLC | 763,513 | $6,033 萬 | 0.30% | −15,433−2.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 757,823 | $5,988 萬 | 0.17% | −26,890−3.4% | 減碼 |
| Clearbridge Investments, LLC | 757,473 | $5,985 萬 | 0.06% | +50,181+7.1% | 加碼 |
| M&T Bank Corp | 754,439 | $5,961 萬 | 0.26% | +14,438+2.0% | 加碼 |
| Allianz Asset Management GmbH | 751,688 | $5,939 萬 | 0.14% | −687,317−47.8% | 減碼 |
| AXA S.A. | 736,432 | $5,819 萬 | 0.23% | −6,765−0.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 731,599 | $5,781 萬 | 0.41% | +182,749+33.3% | 加碼 |
| Avalon Investment & Advisory | 698,670 | $5,520 萬 | 1.71% | −536−0.1% | 減碼 |
| Susquehanna International Group, LLP | 668,713 | $5,284 萬 | 0.11% | −751,791−52.9% | 減碼 |
| National Bank of Canada | 663,852 | $5,243 萬 | 0.30% | +549,509+480.6% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 661,309 | $5,225 萬 | 1.18% | −1,736−0.3% | 減碼 |
| Sound Shore Management Inc | 646,122 | $5,105 萬 | 2.07% | −519,324−44.6% | 減碼 |
| Pictet Asset Management SA | 626,708 | $4,952 萬 | 0.07% | −29,809−4.5% | 減碼 |
| Umb Bank N A | 622,496 | $4,918 萬 | 0.83% | +144,401+30.2% | 加碼 |
| US Bancorp | 619,012 | $4,891 萬 | 0.10% | +58,645+10.5% | 加碼 |
| HighTower Advisors, LLC | 624,017 | $4,884 萬 | 0.13% | +72,097+13.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 612,883 | $4,842 萬 | 0.57% | +612,883 | 新進 |
| Natixis | 604,433 | $4,788 萬 | 0.23% | +131,728+27.9% | 加碼 |
| Gateway Investment Advisers LLC | 597,675 | $4,722 萬 | 0.59% | −3,918−0.7% | 減碼 |
| Asset Management One Co.,Ltd. | 582,185 | $4,600 萬 | 0.23% | −10,192−1.7% | 減碼 |
| Lazard Freres Gestion S.A.S. | 571,924 | $4,589 萬 | 1.74% | −36,838−6.1% | 減碼 |
| Ninety One UK Ltd | 580,723 | $4,588 萬 | 0.15% | −147,677−20.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 574,329 | $4,538 萬 | 0.27% | +33,138+6.1% | 加碼 |
| STRS Ohio | 563,927 | $4,456 萬 | 0.21% | −9,694−1.7% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 553,877 | $4,376 萬 | 3.55% | +5,636+1.0% | 加碼 |
| Treasurer of the State of North Carolina | 542,853 | $4,289 萬 | 0.28% | −14,290−2.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 532,161 | $4,205 萬 | 1.64% | +5,684+1.1% | 加碼 |
| Ergoteles LLC | 525,381 | $4,151 萬 | 1.46% | +525,381 | 新進 |
| SEI Investments Co | 522,505 | $4,128 萬 | 0.09% | −33,678−6.1% | 減碼 |
| Nisa Investment Advisors, LLC | 519,536 | $4,108 萬 | 0.35% | +4,173+0.8% | 加碼 |
| Todd Asset Management LLC | 509,584 | $4,026 萬 | 1.13% | −5,592−1.1% | 減碼 |
| TCW Group Inc | 506,480 | $4,002 萬 | 0.59% | −13,782−2.6% | 減碼 |
| Tredje AP-fonden | 464,817 | $3,673 萬 | 0.76% | +124,310+36.5% | 加碼 |
| Rafferty Asset Management, LLC | 459,938 | $3,634 萬 | 0.39% | +54,242+13.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 458,013 | $3,619 萬 | 1.70% | −22,017−4.6% | 減碼 |
| NFJ Investment Group, LLC | 834,022 | $3,557 萬 | 0.94% | +358,018+75.2% | 加碼 |
| Pinnacle Associates Ltd | 444,243 | $3,510 萬 | 0.81% | +9,362+2.2% | 加碼 |
| American International Group, Inc. | 437,571 | $3,457 萬 | 0.25% | −25,395−5.5% | 減碼 |
| GWM Advisors LLC | 437,119 | $3,454 萬 | 0.57% | +8,264+1.9% | 加碼 |
| Employees Retirement System of Texas | 434,000 | $3,429 萬 | 0.52% | +85,000+24.4% | 加碼 |
| Royal London Asset Management Ltd | 432,510 | $3,418 萬 | 0.17% | −45,359−9.5% | 減碼 |
| Capitolis Advisors LLC | 410,753 | $3,245 萬 | 2.31% | +400,000+3,719.9% | 加碼 |
| TD Waterhouse Canada Inc. | 383,191 | $3,245 萬 | 0.37% | +1840.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 404,815 | $3,198 萬 | 1.94% | −186,830−31.6% | 減碼 |
| Rathbone Brothers plc | 401,988 | $3,176 萬 | 0.39% | −50,400−11.1% | 減碼 |
| Edgar Lomax Co | 390,100 | $3,082 萬 | 2.13% | −4,330−1.1% | 減碼 |
| Clark Capital Management Group, Inc. | 383,842 | $3,033 萬 | 0.40% | +11,873+3.2% | 加碼 |
| Fiduciary Trust Co | 381,165 | $3,012 萬 | 0.65% | +634+0.2% | 加碼 |
| Alyeska Investment Group, L.P. | 379,160 | $2,996 萬 | 0.35% | +379,160 | 新進 |
| Laurion Capital Management LP | 370,535 | $2,928 萬 | 0.81% | −248,045−40.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $2,918 萬 | 2.14% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 367,272 | $2,902 萬 | 0.08% | +13,314+3.8% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 363,273 | $2,870 萬 | 1.23% | +5,961+1.7% | 加碼 |
| State of Michigan Retirement System | 362,426 | $2,864 萬 | 0.21% | −15,100−4.0% | 減碼 |
| Aviva PLC | 360,783 | $2,851 萬 | 0.16% | −81,044−18.3% | 減碼 |
| Arizona State Retirement System | 356,625 | $2,818 萬 | 0.29% | −9,894−2.7% | 減碼 |
| MetLife Investment Management | 353,679 | $2,794 萬 | 0.23% | −20,732−5.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 352,477 | $2,785 萬 | 0.49% | −51,211−12.7% | 減碼 |
| Nomura Asset Management Co Ltd | 347,949 | $2,749 萬 | 0.18% | −6,919−1.9% | 減碼 |
| Bridger Management, LLC | 342,214 | $2,704 萬 | 8.18% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 342,037 | $2,703 萬 | 0.12% | +15,703+4.8% | 加碼 |
| Vontobel Holding Ltd. | 337,895 | $2,698 萬 | 0.32% | +128,103+61.1% | 加碼 |
| Amalgamated Bank | 335,308 | $2,649 萬 | 0.26% | −8,256−2.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 334,679 | $2,644 萬 | 2.30% | −192−0.1% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 331,854 | $2,602 萬 | 2.16% | −10,269−3.0% | 減碼 |
| Forsta Ap-Fonden | 327,263 | $2,586 萬 | 0.32% | +3,700+1.1% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 323,300 | $2,554 萬 | 1.27% | +108,500+50.5% | 加碼 |
| CIBC World Markets Corp | 321,143 | $2,537 萬 | 0.35% | +6,019+1.9% | 加碼 |
| Boston Common Asset Management, LLC | 320,285 | $2,531 萬 | 1.33% | −66,359−17.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 318,946 | $2,520 萬 | 0.17% | −287,979−47.4% | 減碼 |
| CIBC World Markets Inc. | 313,968 | $2,481 萬 | 0.11% | +29,042+10.2% | 加碼 |
| Moody Lynn & Lieberson, LLC | 306,658 | $2,423 萬 | 2.34% | +39,144+14.6% | 加碼 |
| Teacher Retirement System of Texas | 305,813 | $2,416 萬 | 0.18% | −25,946−7.8% | 減碼 |
| Mariner, LLC | 304,464 | $2,406 萬 | 0.10% | −134,723−30.7% | 減碼 |