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 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 | 2,745 | $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 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 898,799 | $7,705 萬 | 0.21% | +90,059+11.1% | 加碼 |
| Intech Investment Management LLC | 864,527 | $7,350 萬 | 0.55% | −111,938−11.5% | 減碼 |
| Calamos Advisors LLC | 845,712 | $7,190 萬 | 0.35% | −78,636−8.5% | 減碼 |
| State of Tennessee, Treasury Department | 840,431 | $7,145 萬 | 0.33% | −14,749−1.7% | 減碼 |
| Mackenzie Financial Corp | 833,486 | $7,086 萬 | 0.12% | +33,605+4.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 829,901 | $7,056 萬 | 0.20% | +40,255+5.1% | 加碼 |
| HighTower Advisors, LLC | 832,753 | $7,034 萬 | 0.16% | +208,736+33.5% | 加碼 |
| Aristotle Capital Management, LLC | 823,320 | $7,000 萬 | 0.15% | +2,540+0.3% | 加碼 |
| AMF Pensionsforsakring AB | 820,108 | $6,986 萬 | 0.80% | −1,174,800−58.9% | 減碼 |
| LPL Financial LLC | 820,511 | $6,976 萬 | 0.06% | +22,250+2.8% | 加碼 |
| RBF Capital, LLC | 815,730 | $6,935 萬 | 5.23% | +5,298+0.7% | 加碼 |
| Avalon Investment & Advisory | 784,654 | $6,671 萬 | 1.90% | +85,984+12.3% | 加碼 |
| Storebrand Asset Management AS | 783,883 | $6,665 萬 | 0.37% | +11,599+1.5% | 加碼 |
| Clearbridge Investments, LLC | 777,670 | $6,612 萬 | 0.07% | +20,197+2.7% | 加碼 |
| Kames Capital plc | 774,227 | $6,582 萬 | 1.19% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 762,830 | $6,486 萬 | 0.28% | −59,322−7.2% | 減碼 |
| DnB Asset Management AS | 761,405 | $6,473 萬 | 0.46% | −52,861−6.5% | 減碼 |
| Jane Street Group, LLC | 761,391 | $6,473 萬 | 0.12% | −1,012,633−57.1% | 減碼 |
| Pzena Investment Management LLC | 758,658 | $6,450 萬 | 0.29% | −4,855−0.6% | 減碼 |
| M&T Bank Corp | 756,079 | $6,427 萬 | 0.26% | +1,640+0.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 755,750 | $6,425 萬 | 0.24% | −14,870−1.9% | 減碼 |
| Factory Mutual Insurance Co | 744,050 | $6,326 萬 | 0.96% | −61,550−7.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 723,408 | $6,150 萬 | 0.16% | −34,415−4.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 710,244 | $6,041 萬 | 0.16% | −332,045−31.9% | 減碼 |
| Epoch Investment Partners, Inc. | 694,670 | $5,906 萬 | 0.35% | −89,636−11.4% | 減碼 |
| Allianz Asset Management GmbH | 692,716 | $5,889 萬 | 0.13% | −58,972−7.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 684,483 | $5,819 萬 | 0.18% | −706,000−50.8% | 減碼 |
| 1832 Asset Management L.P. | 683,730 | $5,813 萬 | 0.12% | +676,000+8,745.1% | 加碼 |
| US Bancorp | 679,869 | $5,780 萬 | 0.10% | +60,857+9.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 668,781 | $5,686 萬 | 1.27% | +7,472+1.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 661,086 | $5,620 萬 | 0.38% | −70,513−9.6% | 減碼 |
| State of Wisconsin Investment Board | 659,068 | $5,603 萬 | 0.18% | −515,473−43.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 630,665 | $5,362 萬 | 0.09% | +500,330+383.9% | 加碼 |
| Umb Bank N A | 625,752 | $5,320 萬 | 0.84% | +3,256+0.5% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 619,900 | $5,270 萬 | 1.62% | −398,438−39.1% | 減碼 |
| Sound Shore Management Inc | 619,501 | $5,267 萬 | 1.98% | −26,621−4.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 612,883 | $5,211 萬 | 0.55% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 601,309 | $5,112 萬 | 0.63% | +3,634+0.6% | 加碼 |
| Ninety One UK Ltd | 580,131 | $4,932 萬 | 0.16% | −592−0.1% | 減碼 |
| Tredje AP-fonden | 574,535 | $4,885 萬 | 0.83% | +109,718+23.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 568,549 | $4,834 萬 | 0.26% | −5,780−1.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 551,638 | $4,690 萬 | 3.40% | −2,239−0.4% | 減碼 |
| STRS Ohio | 546,463 | $4,646 萬 | 0.21% | −17,464−3.1% | 減碼 |
| Asset Management One Co.,Ltd. | 539,906 | $4,602 萬 | 0.22% | −42,279−7.3% | 減碼 |
| TCW Group Inc | 538,112 | $4,575 萬 | 0.65% | +31,632+6.2% | 加碼 |
| CIBC World Markets Corp | 535,876 | $4,556 萬 | 0.31% | +214,733+66.9% | 加碼 |
| Treasurer of the State of North Carolina | 535,769 | $4,555 萬 | 0.28% | −7,084−1.3% | 減碼 |
| Pictet Asset Management SA | 619,242 | $4,514 萬 | 0.07% | −7,466−1.2% | 減碼 |
| Lazard Freres Gestion S.A.S. | 554,144 | $4,511 萬 | 1.63% | −17,780−3.1% | 減碼 |
| Todd Asset Management LLC | 507,884 | $4,318 萬 | 1.05% | −1,700−0.3% | 減碼 |
| Rafferty Asset Management, LLC | 507,685 | $4,316 萬 | 0.36% | +47,747+10.4% | 加碼 |
| Nisa Investment Advisors, LLC | 506,151 | $4,303 萬 | 0.34% | −13,385−2.6% | 減碼 |
| AXA S.A. | 499,277 | $4,245 萬 | 0.15% | −237,155−32.2% | 減碼 |
| CI Private Wealth, LLC | 483,071 | $4,107 萬 | 0.15% | +483,071 | 新進 |
| Bank of Nova Scotia | 471,589 | $4,009 萬 | 0.10% | +251,401+114.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 459,097 | $3,903 萬 | 1.40% | +1,084+0.2% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 447,463 | $3,804 萬 | 2.05% | +42,648+10.5% | 加碼 |
| Pinnacle Associates Ltd | 441,867 | $3,757 萬 | 0.82% | −2,376−0.5% | 減碼 |
| Royal London Asset Management Ltd | 437,035 | $3,715 萬 | 0.17% | +4,525+1.0% | 加碼 |
| NFJ Investment Group, LLC | 434,218 | $3,692 萬 | 0.97% | −399,804−47.9% | 減碼 |
| Employees Retirement System of Texas | 434,000 | $3,690 萬 | 0.54% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 421,468 | $3,583 萬 | 0.21% | +102,522+32.1% | 加碼 |
| SEI Investments Co | 417,477 | $3,550 萬 | 0.08% | −105,028−20.1% | 減碼 |
| American International Group, Inc. | 410,105 | $3,487 萬 | 0.24% | −27,466−6.3% | 減碼 |
| Rathbone Brothers plc | 409,492 | $3,482 萬 | 0.39% | +7,504+1.9% | 加碼 |
| TD Waterhouse Canada Inc. | 364,990 | $3,452 萬 | 0.38% | −18,201−4.7% | 減碼 |
| Clark Capital Management Group, Inc. | 396,561 | $3,372 萬 | 0.31% | +12,719+3.3% | 加碼 |
| Aviva PLC | 394,631 | $3,355 萬 | 0.17% | +33,848+9.4% | 加碼 |
| Edgar Lomax Co | 387,065 | $3,291 萬 | 2.00% | −3,035−0.8% | 減碼 |
| CTC LLC | 384,060 | $3,265 萬 | 1.00% | +305,838+391.0% | 加碼 |
| Millennium Management LLC | 383,269 | $3,259 萬 | 0.04% | −851,989−69.0% | 減碼 |
| Nomura Asset Management Co Ltd | 380,474 | $3,235 萬 | 0.19% | +32,525+9.3% | 加碼 |
| Fiduciary Trust Co | 379,637 | $3,228 萬 | 0.63% | −1,528−0.4% | 減碼 |
| Commonwealth Equity Services, LLC | 375,671 | $3,194 萬 | 0.08% | +8,399+2.3% | 加碼 |
| Hosking Partners LLP | 371,887 | $3,162 萬 | 1.28% | +181,547+95.4% | 加碼 |
| Conning Inc. | 371,175 | $3,152 萬 | 1.02% | +357,562+2,626.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,139 萬 | 2.32% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 367,512 | $3,125 萬 | 1.25% | +4,239+1.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 899,067 | $3,055 萬 | 0.10% | −9,986−1.1% | 減碼 |
| State of Michigan Retirement System | 358,326 | $3,046 萬 | 0.21% | −4,100−1.1% | 減碼 |
| Madison Asset Management, LLC | 358,206 | $3,046 萬 | 0.48% | +240,707+204.9% | 加碼 |
| National Bank of Canada | 355,704 | $3,024 萬 | 0.08% | −308,148−46.4% | 減碼 |
| Abeille Asset Management SA | 26,719 | $2,992 萬 | 1.54% | −166,228−86.2% | 減碼 |
| Arizona State Retirement System | 350,840 | $2,983 萬 | 0.29% | −5,785−1.6% | 減碼 |
| Vontobel Holding Ltd. | 352,776 | $2,980 萬 | 0.30% | +14,881+4.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 343,392 | $2,920 萬 | 0.47% | −9,085−2.6% | 減碼 |
| MetLife Investment Management | 342,531 | $2,912 萬 | 0.22% | −11,148−3.2% | 減碼 |
| Bridger Management, LLC | 342,214 | $2,910 萬 | 11.75% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 337,261 | $2,867 萬 | 0.11% | −4,776−1.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 336,258 | $2,859 萬 | 2.20% | +1,579+0.5% | 加碼 |
| Amalgamated Bank | 335,814 | $2,855 萬 | 0.25% | +506+0.2% | 加碼 |
| Mariner, LLC | 335,155 | $2,850 萬 | 0.09% | +30,691+10.1% | 加碼 |
| Forsta Ap-Fonden | 331,863 | $2,821 萬 | 0.32% | +4,600+1.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 324,774 | $2,770 萬 | 0.40% | +40,965+14.4% | 加碼 |
| Walleye Trading LLC | 318,886 | $2,711 萬 | 0.68% | +54,878+20.8% | 加碼 |
| Public Sector Pension Investment Board | 302,378 | $2,571 萬 | 0.20% | +36,363+13.7% | 加碼 |
| Teacher Retirement System of Texas | 302,344 | $2,571 萬 | 0.19% | −3,469−1.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 300,396 | $2,554 萬 | 2.34% | −6,262−2.0% | 減碼 |
| CIBC World Markets Inc. | 299,010 | $2,542 萬 | 0.10% | −14,958−4.8% | 減碼 |
| Chilton Capital Management LLC | 296,165 | $2,518 萬 | 1.57% | −4,487−1.5% | 減碼 |