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 4 季 13F 持有人
Morgan Stanley 在 2022/12/31 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
- 1,682
- 較 2022 年第 3 季 +130 家
- 持有股數
- 14.1 億
- 較 2022 年第 3 季 −826.9 萬 (−0.6%)
- 總市值
- $1,202 億
- 較 2022 年第 3 季 +$77.9 億 (+6.9%)
- 新進機構
- 218
- 另有 608 家加碼
- 清倉機構
- 88
- 另有 626 家減碼
另有 34 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 1,287,324 | $1.09 億 | 2.29% | +10,012+0.8% | 加碼 |
| Stifel Financial Corp | 1,295,678 | $1.10 億 | 0.17% | +71,040+5.8% | 加碼 |
| Eminence Capital, LP | 1,321,561 | $1.12 億 | 2.09% | −8,531−0.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,325,934 | $1.13 億 | 0.27% | −23,400−1.7% | 減碼 |
| Envestnet Asset Management Inc | 1,365,353 | $1.16 億 | 0.06% | +15,042+1.1% | 加碼 |
| Raymond James & Associates | 1,377,913 | $1.17 億 | 0.11% | +85,995+6.7% | 加碼 |
| American Century Companies Inc | 1,425,974 | $1.21 億 | 0.10% | +179,992+14.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,447,555 | $1.23 億 | 0.30% | −12,470−0.9% | 減碼 |
| Natixis | 1,454,993 | $1.24 億 | 0.73% | +850,560+140.7% | 加碼 |
| Thrivent Financial for Lutherans | 1,478,452 | $1.26 億 | 0.33% | −32,103−2.1% | 減碼 |
| New York State Teachers Retirement System | 1,553,260 | $1.32 億 | 0.32% | −48,533−3.0% | 減碼 |
| Prudential Financial Inc | 1,777,579 | $1.51 億 | 0.25% | −19,214−1.1% | 減碼 |
| National Pension Service | 1,850,906 | $1.57 億 | 0.31% | −36,978−2.0% | 減碼 |
| Fifth Third Bancorp | 1,897,301 | $1.61 億 | 0.78% | +8170.0% | 加碼 |
| Focused Investors LLC | 1,941,200 | $1.65 億 | 5.32% | −6,800−0.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,953,520 | $1.66 億 | 0.42% | +827,938+73.6% | 加碼 |
| First Trust Advisors LP | 2,057,718 | $1.75 億 | 0.21% | −84,911−4.0% | 減碼 |
| Ensign Peak Advisors, Inc | 2,061,094 | $1.75 億 | 0.39% | +111,776+5.7% | 加碼 |
| Macquarie Group Ltd | 2,180,545 | $1.85 億 | 0.22% | +334,418+18.1% | 加碼 |
| California State Teachers Retirement System | 2,182,642 | $1.86 億 | 0.29% | −5,677−0.3% | 減碼 |
| New York State Common Retirement Fund | 2,255,569 | $1.92 億 | 0.26% | −25,440−1.1% | 減碼 |
| Cullen Capital Management LLC | 2,261,038 | $1.92 億 | 2.47% | −631,805−21.8% | 減碼 |
| First Republic Investment Management, Inc. | 2,412,187 | $2.05 億 | 0.46% | −132,378−5.2% | 減碼 |
| Rhumbline Advisers | 2,541,627 | $2.16 億 | 0.29% | +96,714+4.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,620,430 | $2.23 億 | 0.21% | −81,459−3.0% | 減碼 |
| Toronto Dominion Bank | 2,632,236 | $2.24 億 | 0.33% | +131,555+5.3% | 加碼 |
| HSBC Holdings PLC | 2,720,892 | $2.31 億 | 0.29% | +448,403+19.7% | 加碼 |
| California Public Employees Retirement System | 2,850,851 | $2.42 億 | 0.21% | −63,083−2.2% | 減碼 |
| FIL Ltd | 2,869,844 | $2.44 億 | 0.29% | +89,817+3.2% | 加碼 |
| Nordea Investment Management AB | 2,928,391 | $2.48 億 | 0.39% | +361,097+14.1% | 加碼 |
| TD Asset Management Inc | 2,965,292 | $2.52 億 | 0.31% | −49,335−1.6% | 減碼 |
| Alliancebernstein L.P. | 3,310,597 | $2.81 億 | 0.13% | −88,889−2.6% | 減碼 |
| Canada Pension Plan Investment Board | 3,333,624 | $2.83 億 | 0.50% | −201,830−5.7% | 減碼 |
| Citigroup Inc | 3,401,789 | $2.89 億 | 0.41% | −988,663−22.5% | 減碼 |
| Fayez Sarofim & Co | 3,410,383 | $2.90 億 | 1.07% | −7740.0% | 減碼 |
| Schroder Investment Management Group | 3,432,750 | $2.92 億 | 0.46% | −177,540−4.9% | 減碼 |
| Primecap Management Co | 3,551,743 | $3.02 億 | 0.28% | −1,697,218−32.3% | 減碼 |
| Lord, Abbett & Co. LLC | 3,586,813 | $3.05 億 | 1.09% | −106,422−2.9% | 減碼 |
| Neuberger Berman Group LLC | 3,638,724 | $3.09 億 | 0.30% | +455,603+14.3% | 加碼 |
| Deutsche Bank AG | 3,850,468 | $3.27 億 | 0.19% | −507,077−11.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,857,777 | $3.28 億 | 0.26% | −273,581−6.6% | 減碼 |
| LSV Asset Management | 3,963,818 | $3.37 億 | 0.74% | −321,458−7.5% | 減碼 |
| Barclays PLC | 4,437,877 | $3.77 億 | 0.33% | +445,962+11.2% | 加碼 |
| Wells Fargo & Company | 4,871,207 | $4.14 億 | 0.13% | −122,998−2.5% | 減碼 |
| Credit Suisse AG | 5,262,038 | $4.47 億 | 0.48% | +765,347+17.0% | 加碼 |
| Principal Financial Group Inc | 5,272,155 | $4.48 億 | 0.34% | −38,036−0.7% | 減碼 |
| Amundi | 5,310,773 | $4.73 億 | 0.26% | +990,635+22.9% | 加碼 |
| Morgan Stanley | 5,704,618 | $4.85 億 | 0.06% | +1,031,745+22.1% | 加碼 |
| UBS Asset Management Americas Inc | 5,908,623 | $5.02 億 | 0.26% | +541,762+10.1% | 加碼 |
| Bank of Montreal | 6,163,456 | $5.56 億 | 0.43% | −265,862−4.1% | 減碼 |
| UBS Group AG | 7,262,063 | $6.17 億 | 0.30% | +579,577+8.7% | 加碼 |
| Eagle Capital Management LLC | 7,267,668 | $6.18 億 | 2.93% | −5,343,748−42.4% | 減碼 |
| Janus Henderson Group PLC | 8,168,750 | $6.95 億 | 0.50% | −35,029−0.4% | 減碼 |
| Charles Schwab Investment Management Inc | 8,426,524 | $7.11 億 | 0.23% | +41,019+0.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 8,378,830 | $7.12 億 | 0.45% | −2,564,387−23.4% | 減碼 |
| Legal & General Group Plc | 8,711,027 | $7.41 億 | 0.28% | −639,288−6.8% | 減碼 |
| Invesco Ltd. | 9,389,473 | $7.98 億 | 0.23% | −346,617−3.6% | 減碼 |
| Goldman Sachs Group Inc | 9,652,790 | $8.21 億 | 0.23% | −443,379−4.4% | 減碼 |
| Franklin Resources Inc | 9,653,549 | $8.21 億 | 0.43% | +7,099+0.1% | 加碼 |
| Dimensional Fund Advisors LP | 9,656,692 | $8.21 億 | 0.29% | +111,008+1.2% | 加碼 |
| Nuveen Asset Management, LLC | 10,171,729 | $8.65 億 | 0.34% | −1,147,424−10.1% | 減碼 |
| Price T Rowe Associates Inc | 10,737,304 | $9.13 億 | 0.15% | +379,286+3.7% | 加碼 |
| Norges Bank | 11,251,067 | $9.57 億 | 0.23% | +149,943+1.4% | 加碼 |
| Royal Bank of Canada | 12,145,360 | $10.3 億 | 0.31% | +6,924,757+132.6% | 加碼 |
| Northern Trust Corp | 13,414,365 | $11.4 億 | 0.24% | −99,477−0.7% | 減碼 |
| Bank of New York Mellon Corp | 14,150,351 | $12.0 億 | 0.27% | +915,134+6.9% | 加碼 |
| Ameriprise Financial Inc | 15,087,759 | $12.8 億 | 0.44% | −177,783−1.2% | 減碼 |
| Fisher Asset Management, LLC | 18,973,269 | $16.1 億 | 1.09% | +556,833+3.0% | 加碼 |
| Massachusetts Financial Services Co | 20,942,609 | $17.8 億 | 0.62% | −397,750−1.9% | 減碼 |
| Capital Research Global Investors | 21,397,151 | $18.2 億 | 0.55% | −7,059,720−24.8% | 減碼 |
| Bank of America Corp | 21,767,134 | $18.5 億 | 0.23% | −1,435,535−6.2% | 減碼 |
| Geode Capital Management, LLC | 23,258,148 | $19.7 億 | 0.28% | +97,672+0.4% | 加碼 |
| Capital International Investors | 24,652,287 | $21.0 億 | 0.56% | +720,909+3.0% | 加碼 |
| Capital World Investors | 24,977,981 | $21.2 億 | 0.45% | +8,776,196+54.2% | 加碼 |
| FMR LLC | 25,409,056 | $21.6 億 | 0.21% | −261,147−1.0% | 減碼 |
| JPMorgan Chase & Co | 45,548,794 | $38.7 億 | 0.55% | +1,826,342+4.2% | 加碼 |
| Wellington Management Group LLP | 45,993,894 | $39.1 億 | 0.78% | −3,215,552−6.5% | 減碼 |
| BlackRock Inc. | 89,307,933 | $75.9 億 | 0.24% | −1,062,076−1.2% | 減碼 |
| Vanguard Group Inc | 112,674,113 | $95.8 億 | 0.26% | −989,050−0.9% | 減碼 |
| State Street Corp | 120,747,195 | $102.7 億 | 0.60% | −594,058−0.5% | 減碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $320.6 億 | 100.00% | 00.0% | 不變 |
| Independent Advisor Alliance | 39,562 | – | – | +1,636+4.3% | 加碼 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,094,015−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −783,459−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −410,753−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −379,160−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −173,730−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −158,078−100.0% | 清倉 |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −107,295−100.0% | 清倉 |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −105,055−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −76,477−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −76,440−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −73,308−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −69,876−100.0% | 清倉 |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −68,965−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −50,215−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −40,758−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,266−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −35,330−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −31,196−100.0% | 清倉 |