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 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 | 2,746 | $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 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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 142,900 | $1,129 萬 | 0.48% | +3,841+2.8% | 加碼 |
| Oppenheimer & Co Inc | 141,685 | $1,119 萬 | 0.26% | +3,256+2.4% | 加碼 |
| Regentatlantic Capital LLC | 140,849 | $1,113 萬 | 0.33% | −3,884−2.7% | 減碼 |
| APG Asset Management N.V. | 136,676 | $1,102 萬 | 0.03% | −30,900−18.4% | 減碼 |
| Bank of the West | 138,400 | $1,094 萬 | 1.42% | −2,370−1.7% | 減碼 |
| Shelton Capital Management | 138,375 | $1,093 萬 | 0.52% | −9,227−6.3% | 減碼 |
| Achmea Investment Management B.V. | 137,668 | $1,088 萬 | 0.38% | −12,292−8.2% | 減碼 |
| Hartford Investment Management Co | 136,608 | $1,079 萬 | 0.35% | −4,899−3.5% | 減碼 |
| AQR Capital Management LLC | 134,311 | $1,061 萬 | 0.03% | −134,987−50.1% | 減碼 |
| Burney Co | 133,790 | $1,057 萬 | 0.58% | −523−0.4% | 減碼 |
| Fullerton Fund Management Co Ltd. | 133,642 | $1,056 萬 | 0.79% | +133,642 | 新進 |
| Edge Capital Group, LLC | 132,983 | $1,051 萬 | 0.86% | +1,515+1.2% | 加碼 |
| Wealthfront Advisers LLC | 132,925 | $1,050 萬 | 0.06% | +34,719+35.4% | 加碼 |
| Mercer Global Advisors Inc | 131,745 | $1,041 萬 | 0.06% | −31,819−19.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 130,335 | $1,030 萬 | 0.02% | −667,129−83.7% | 減碼 |
| Telos Capital Management, Inc. | 130,016 | $1,027 萬 | 1.69% | +197+0.2% | 加碼 |
| British Columbia Investment Management Corp | 129,795 | $1,026 萬 | 0.12% | −25,300−16.3% | 減碼 |
| Bokf, NA | 129,224 | $1,021 萬 | 0.21% | +817+0.6% | 加碼 |
| Advisors Asset Management, Inc. | 128,939 | $1,019 萬 | 0.21% | −8,471−6.2% | 減碼 |
| FineMark National Bank & Trust | 128,918 | $1,019 萬 | 0.51% | +22,237+20.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 127,506 | $1,008 萬 | 0.16% | +51,055+66.8% | 加碼 |
| Agf Investments Inc. | 126,661 | $1,001 萬 | 0.09% | +89,318+239.2% | 加碼 |
| Brightworth | 124,652 | $984.9 萬 | 1.06% | −517−0.4% | 減碼 |
| Scotia Capital Inc. | 124,448 | $983.3 萬 | 0.08% | −13,141−9.6% | 減碼 |
| Creative Planning | 122,191 | $965.4 萬 | 0.02% | −6,577−5.1% | 減碼 |
| Grassi Investment Management | 121,275 | $958.2 萬 | 1.41% | 00.0% | 不變 |
| Argent Trust Co | 120,777 | $954.3 萬 | 0.69% | +2,011+1.7% | 加碼 |
| BTC Capital Management, Inc. | 120,714 | $953.9 萬 | 1.25% | +2,150+1.8% | 加碼 |
| Madison Asset Management, LLC | 117,499 | $928.4 萬 | 0.16% | +114,393+3,683.0% | 加碼 |
| Socorro Asset Management LP | 113,032 | $893.1 萬 | 4.16% | −31,121−21.6% | 減碼 |
| Winslow Capital Management, LLC | 112,942 | $892.4 萬 | 0.05% | −1,611−1.4% | 減碼 |
| Squarepoint Ops LLC | 112,189 | $886.4 萬 | 0.08% | +112,189 | 新進 |
| Securian Asset Management, Inc | 111,400 | $880.2 萬 | 0.26% | −4,472−3.9% | 減碼 |
| Westpac Banking Corp | 110,962 | $876.7 萬 | 0.13% | 00.0% | 不變 |
| ING Groep NV | 110,382 | $872.1 萬 | 0.15% | −127,960−53.7% | 減碼 |
| Appleton Partners Inc | 108,605 | $858.1 萬 | 0.86% | +743+0.7% | 加碼 |
| Private Capital Advisors, Inc. | 107,295 | $847.7 萬 | 1.47% | −224−0.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 106,110 | $838.4 萬 | 0.79% | +100,730+1,872.3% | 加碼 |
| Flputnam Investment Management Co | 105,352 | $832.4 萬 | 0.32% | +3,573+3.5% | 加碼 |
| Tweedy, Browne Co LLC | 105,055 | $830.0 萬 | 0.37% | −17,615−14.4% | 減碼 |
| Kentucky Retirement Systems | 104,824 | $828.2 萬 | 0.35% | +960+0.9% | 加碼 |
| Citadel Advisors LLC | 104,591 | $826.4 萬 | 0.01% | −170,848−62.0% | 減碼 |
| Assetmark, Inc | 104,285 | $824.0 萬 | 0.04% | +27,536+35.9% | 加碼 |
| Marvin & Palmer Associates Inc | 103,659 | $819.0 萬 | 5.03% | +88,882+601.5% | 加碼 |
| Capital International Sarl | 103,614 | $818.7 萬 | 0.66% | +31,970+44.6% | 加碼 |
| Norinchukin Bank, The | 102,856 | $812.7 萬 | 0.17% | +13,866+15.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 102,340 | $808.6 萬 | 0.12% | −8,076−7.3% | 減碼 |
| Ziegler Capital Management, LLC | 102,116 | $808.2 萬 | 0.35% | −4,636−4.3% | 減碼 |
| Banco Santander, S.A. | 101,768 | $804.1 萬 | 0.11% | −4,745−4.5% | 減碼 |
| Ethic Inc. | 100,598 | $794.8 萬 | 0.54% | +9,251+10.1% | 加碼 |
| Brinker Capital Investments, LLC | 100,075 | $790.7 萬 | 0.16% | +534+0.5% | 加碼 |
| Fred Alger Management, LLC | 99,972 | $789.9 萬 | 0.04% | −9,660−8.8% | 減碼 |
| Amica Mutual Insurance Co | 99,676 | $787.5 萬 | 1.12% | −15,458−13.4% | 減碼 |
| Ashfield Capital Partners, LLC | 99,593 | $786.9 萬 | 0.66% | −1,040−1.0% | 減碼 |
| JustInvest LLC | 99,385 | $785.2 萬 | 0.36% | +23,194+30.4% | 加碼 |
| Credit Agricole S A | 98,652 | $779.5 萬 | 0.26% | +18,618+23.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 98,537 | $778.5 萬 | 0.29% | −6,769−6.4% | 減碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $769.3 萬 | 3.79% | −27,000−21.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 96,874 | $765.4 萬 | 0.17% | +4,496+4.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 96,523 | $762.6 萬 | 0.73% | −9,089−8.6% | 減碼 |
| Dowling & Yahnke LLC | 96,412 | $761.8 萬 | 0.35% | +413+0.4% | 加碼 |
| Daiwa Securities Group Inc. | 95,375 | $753.6 萬 | 0.06% | +2,179+2.3% | 加碼 |
| Brown Advisory Inc | 93,925 | $742.1 萬 | 0.01% | +5,653+6.4% | 加碼 |
| Wolverine Trading, LLC | 91,786 | $733.0 萬 | 0.28% | +10,182+12.5% | 加碼 |
| Kestra Advisory Services, LLC | 92,554 | $731.3 萬 | 0.08% | −5,321−5.4% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $726.9 萬 | 0.95% | 00.0% | 不變 |
| Capital International Inc | 91,927 | $726.3 萬 | 0.16% | +59,599+184.4% | 加碼 |
| Point72 Europe (London) LLP | 91,800 | $725.3 萬 | 2.31% | +8,700+10.5% | 加碼 |
| SG Americas Securities, LLC | 90,832 | $717.7 萬 | 0.11% | +1,593+1.8% | 加碼 |
| Becker Capital Management Inc | 90,283 | $713.3 萬 | 0.37% | −217−0.2% | 減碼 |
| Telemus Capital, LLC | 89,955 | $710.7 萬 | 0.73% | +55+0.1% | 加碼 |
| Capital Analysts, LLC | 89,500 | $707.1 萬 | 0.49% | +4,807+5.7% | 加碼 |
| Hennessy Advisors Inc | 88,800 | $701.6 萬 | 0.48% | −5,800−6.1% | 減碼 |
| White Pine Investment CO | 86,619 | $684.4 萬 | 2.83% | −2,641−3.0% | 減碼 |
| D.A. Davidson & Co. | 86,067 | $681.2 萬 | 0.09% | −2,881−3.2% | 減碼 |
| Oak Harvest Investment Services | 85,802 | $677.9 萬 | 1.81% | +3,408+4.1% | 加碼 |
| Louisiana State Employees Retirement System | 85,700 | $677.1 萬 | 0.20% | −2,900−3.3% | 減碼 |
| Polar Capital Holdings Plc | 85,626 | $676.5 萬 | 0.05% | −23,316−21.4% | 減碼 |
| Prospera Financial Services Inc | 85,309 | $674.1 萬 | 0.35% | +326+0.4% | 加碼 |
| Private Advisor Group, LLC | 85,285 | $673.8 萬 | 0.08% | +10,944+14.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 85,161 | $672.9 萬 | 0.18% | +6,050+7.6% | 加碼 |
| Gradient Investments LLC | 85,081 | $672.2 萬 | 0.21% | −855−1.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 84,834 | $670.3 萬 | 0.09% | +3,712+4.6% | 加碼 |
| Montag A & Associates Inc | 83,855 | $662.5 萬 | 0.46% | −3,390−3.9% | 減碼 |
| McGuire Investment Group, LLC | 83,611 | $660.6 萬 | 1.50% | −532−0.6% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 83,268 | $657.9 萬 | 0.67% | −7,263−8.0% | 減碼 |
| PFS Investments Inc. | 83,072 | $656.4 萬 | 0.14% | +766+0.9% | 加碼 |
| Hourglass Capital, LLC | 81,682 | $645.4 萬 | 2.45% | −150−0.2% | 減碼 |
| YHB Investment Advisors, Inc. | 81,666 | $645.2 萬 | 0.72% | −2,428−2.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 81,586 | $644.6 萬 | 0.05% | −148,855−64.6% | 減碼 |
| Burns J W & Co Inc | 81,459 | $643.6 萬 | 1.26% | +126+0.2% | 加碼 |
| Mizuho Markets Cayman LP | 80,858 | $638.9 萬 | 0.91% | +46,850+137.8% | 加碼 |
| RNC Capital Management LLC | 80,784 | $638.3 萬 | 0.40% | −7,726−8.7% | 減碼 |
| Copeland Capital Management, LLC | 80,182 | $633.5 萬 | 0.21% | +10,396+14.9% | 加碼 |
| Capital International Ltd | 78,751 | $622.2 萬 | 0.43% | +57,241+266.1% | 加碼 |
| Metropolitan Life Insurance Co | 78,337 | $618.9 萬 | 0.29% | −4,508−5.4% | 減碼 |
| Ci Investments Inc. | 78,320 | $618.8 萬 | 0.03% | +78,153+46,798.2% | 加碼 |
| CTC LLC | 78,222 | $618.0 萬 | 0.73% | +14,370+22.5% | 加碼 |
| Ieq Capital, LLC | 78,161 | $617.5 萬 | 0.17% | −16,280−17.2% | 減碼 |
| Banque Pictet & Cie SA | 76,577 | $605.0 萬 | 0.07% | −1,747−2.2% | 減碼 |