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 |
|---|---|---|---|---|---|
| Kettle Hill Capital Management, LLC | 140,182 | $1,192 萬 | 2.34% | +140,182 | 新進 |
| Mercer Global Advisors Inc | 137,071 | $1,165 萬 | 0.06% | +5,326+4.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 136,110 | $1,157 萬 | 0.98% | +30,000+28.3% | 加碼 |
| Creative Planning | 135,904 | $1,155 萬 | 0.02% | +13,713+11.2% | 加碼 |
| Bank of the West | 135,608 | $1,153 萬 | 1.36% | −2,792−2.0% | 減碼 |
| Telos Capital Management, Inc. | 135,016 | $1,148 萬 | 1.67% | +5,000+3.8% | 加碼 |
| Cullinan Associates Inc | 134,010 | $1,139 萬 | 0.63% | −17,938−11.8% | 減碼 |
| Assetmark, Inc | 133,680 | $1,137 萬 | 0.05% | +29,395+28.2% | 加碼 |
| Peapack Gladstone Financial Corp | 133,103 | $1,132 萬 | 0.22% | −11,804−8.1% | 減碼 |
| Capital International Sarl | 132,242 | $1,124 萬 | 0.79% | +28,628+27.6% | 加碼 |
| APG Asset Management N.V. | 131,592 | $1,119 萬 | 0.02% | −5,084−3.7% | 減碼 |
| Achmea Investment Management B.V. | 140,296 | $1,118 萬 | 0.37% | +2,628+1.9% | 加碼 |
| FineMark National Bank & Trust | 130,861 | $1,113 萬 | 0.50% | +1,943+1.5% | 加碼 |
| AQR Capital Management LLC | 129,005 | $1,090 萬 | 0.02% | −5,306−4.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 128,227 | $1,090 萬 | 0.25% | −37,174−22.5% | 減碼 |
| Cerity Partners LLC | 127,858 | $1,088 萬 | 0.07% | +103,675+428.7% | 加碼 |
| Sit Investment Associates Inc | 126,790 | $1,078 萬 | 0.30% | −18,800−12.9% | 減碼 |
| Wealthfront Advisers LLC | 126,262 | $1,073 萬 | 0.05% | −6,663−5.0% | 減碼 |
| BTC Capital Management, Inc. | 124,877 | $1,063 萬 | 1.28% | +4,163+3.4% | 加碼 |
| Argent Trust Co | 124,702 | $1,060 萬 | 0.70% | +3,925+3.2% | 加碼 |
| Scotia Capital Inc. | 123,844 | $1,053 萬 | 0.08% | −604−0.5% | 減碼 |
| Burney Co | 122,088 | $1,038 萬 | 0.53% | −11,702−8.7% | 減碼 |
| Grassi Investment Management | 121,275 | $1,031 萬 | 1.40% | 00.0% | 不變 |
| Ossiam | 118,969 | $1,011 萬 | 0.26% | +101,882+596.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 116,575 | $991.1 萬 | 0.17% | −39,851−25.5% | 減碼 |
| Ci Investments Inc. | 116,287 | $988.7 萬 | 0.05% | +37,967+48.5% | 加碼 |
| Fullerton Fund Management Co Ltd. | 116,159 | $987.6 萬 | 0.74% | −17,483−13.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 115,300 | $980.3 萬 | 0.02% | −39,944−25.7% | 減碼 |
| British Columbia Investment Management Corp | 114,177 | $970.7 萬 | 0.11% | −15,618−12.0% | 減碼 |
| Ziegler Capital Management, LLC | 113,592 | $969.6 萬 | 0.41% | +11,476+11.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 113,444 | $964.5 萬 | 0.01% | −118,190−51.0% | 減碼 |
| Winslow Capital Management, LLC | 112,706 | $958.2 萬 | 0.05% | −236−0.2% | 減碼 |
| Flputnam Investment Management Co | 111,678 | $949.5 萬 | 0.35% | +6,326+6.0% | 加碼 |
| Edge Capital Group, LLC | 111,234 | $945.7 萬 | 0.66% | −21,749−16.4% | 減碼 |
| Advisors Asset Management, Inc. | 110,484 | $939.3 萬 | 0.19% | −18,455−14.3% | 減碼 |
| Credit Agricole S A | 110,097 | $936.0 萬 | 0.35% | +11,445+11.6% | 加碼 |
| Marvin & Palmer Associates Inc | 109,548 | $931.4 萬 | 4.90% | +5,889+5.7% | 加碼 |
| Securian Asset Management, Inc | 108,376 | $921.4 萬 | 0.26% | −3,024−2.7% | 減碼 |
| Easterly Investment Partners LLC | 107,696 | $915.6 萬 | 0.79% | +107,696 | 新進 |
| Banco Santander, S.A. | 106,602 | $906.3 萬 | 0.13% | +4,834+4.8% | 加碼 |
| Kentucky Retirement Systems | 105,284 | $895.1 萬 | 0.35% | +460+0.4% | 加碼 |
| Brown Advisory Inc | 105,173 | $894.2 萬 | 0.02% | +11,248+12.0% | 加碼 |
| Appleton Partners Inc | 105,090 | $893.5 萬 | 0.85% | −3,515−3.2% | 減碼 |
| La Banque Postale Asset Management SA | 104,670 | $889.9 萬 | 0.25% | +104,670 | 新進 |
| Capital International Ltd | 104,238 | $886.2 萬 | 0.61% | +25,487+32.4% | 加碼 |
| Ethic Inc. | 103,659 | $881.3 萬 | 0.48% | +3,061+3.0% | 加碼 |
| Illinois Municipal Retirement Fund | 103,516 | $880.1 萬 | 0.20% | +42,240+68.9% | 加碼 |
| Capital International Inc | 103,226 | $877.6 萬 | 0.19% | +11,299+12.3% | 加碼 |
| Brinker Capital Investments, LLC | 102,605 | $872.3 萬 | 0.17% | +2,530+2.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 101,734 | $864.9 萬 | 0.11% | −606−0.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 101,732 | $864.9 萬 | 0.18% | +4,858+5.0% | 加碼 |
| Socorro Asset Management LP | 101,636 | $864.1 萬 | 3.75% | −11,396−10.1% | 減碼 |
| New Republic Capital, LLC | 101,539 | $863.3 萬 | 6.81% | +101,539 | 新進 |
| Intact Investment Management Inc. | 101,400 | $862.1 萬 | 0.37% | +59,900+144.3% | 加碼 |
| Polar Capital Holdings Plc | 100,318 | $852.9 萬 | 0.07% | +14,692+17.2% | 加碼 |
| Lowe Brockenbrough & Co Inc | 99,747 | $848.0 萬 | 0.74% | +3,224+3.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 99,679 | $847.5 萬 | 0.29% | +1,142+1.2% | 加碼 |
| Cetera Investment Advisers | 102,920 | $843.2 萬 | 0.08% | +67,545+190.9% | 加碼 |
| Daiwa Securities Group Inc. | 98,067 | $833.8 萬 | 0.06% | +2,692+2.8% | 加碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $827.8 萬 | 3.61% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 96,973 | $824.5 萬 | 0.19% | +11,812+13.9% | 加碼 |
| Maryland State Retirement & Pension System | 96,709 | $822.2 萬 | 0.24% | +96,709 | 新進 |
| Hartford Investment Management Co | 96,012 | $816.3 萬 | 0.25% | −40,596−29.7% | 減碼 |
| Agf Management Ltd | 95,814 | $814.6 萬 | 0.06% | +95,814 | 新進 |
| Telemus Capital, LLC | 89,973 | $787.8 萬 | 0.72% | +180.0% | 加碼 |
| American Assets Investment Management, LLC | 92,000 | $782.2 萬 | 0.91% | 00.0% | 不變 |
| Amica Mutual Insurance Co | 91,849 | $780.9 萬 | 0.99% | −7,827−7.9% | 減碼 |
| Becker Capital Management Inc | 91,774 | $780.3 萬 | 0.36% | +1,491+1.7% | 加碼 |
| Capstone Investment Advisors, LLC | 91,157 | $775.0 萬 | 0.20% | −62,214−40.6% | 減碼 |
| Prudential PLC | 90,913 | $772.9 萬 | 0.10% | +29,928+49.1% | 加碼 |
| Capital Analysts, LLC | 90,838 | $772.3 萬 | 0.47% | +1,338+1.5% | 加碼 |
| Kestra Advisory Services, LLC | 89,077 | $757.3 萬 | 0.07% | −3,477−3.8% | 減碼 |
| Ieq Capital, LLC | 88,945 | $756.2 萬 | 0.21% | +10,784+13.8% | 加碼 |
| Coronation Fund Managers Ltd. | 87,939 | $747.7 萬 | 0.21% | +87,939 | 新進 |
| D.A. Davidson & Co. | 87,672 | $745.7 萬 | 0.09% | +1,605+1.9% | 加碼 |
| JustInvest LLC | 87,503 | $744.0 萬 | 0.31% | −11,882−12.0% | 減碼 |
| Kinneret Advisory, LLC | 87,181 | $741.2 萬 | 0.98% | +71,841+468.3% | 加碼 |
| Bokf, NA | 87,147 | $740.9 萬 | 0.14% | −42,077−32.6% | 減碼 |
| Los Angeles Capital Management LLC | 85,791 | $729.4 萬 | 0.04% | +9,520+12.5% | 加碼 |
| Gradient Investments LLC | 85,702 | $728.6 萬 | 0.23% | +621+0.7% | 加碼 |
| Prospera Financial Services Inc | 85,466 | $726.6 萬 | 0.36% | +157+0.2% | 加碼 |
| Louisiana State Employees Retirement System | 85,200 | $724.4 萬 | 0.20% | −500−0.6% | 減碼 |
| Wesbanco Bank Inc | 84,850 | $721.5 萬 | 0.32% | +40,033+89.3% | 加碼 |
| McGuire Investment Group, LLC | 83,871 | $713.1 萬 | 1.54% | +260+0.3% | 加碼 |
| Hourglass Capital, LLC | 83,682 | $711.5 萬 | 2.51% | +2,000+2.4% | 加碼 |
| Mizuho Markets Cayman LP | 83,632 | $711.0 萬 | 0.97% | +2,774+3.4% | 加碼 |
| Capital Group Private Client Services, Inc. | 83,310 | $708.3 萬 | 0.09% | −1,524−1.8% | 減碼 |
| White Pine Investment CO | 83,057 | $706.2 萬 | 2.69% | −3,562−4.1% | 減碼 |
| PFS Investments Inc. | 82,668 | $702.8 萬 | 0.13% | −404−0.5% | 減碼 |
| AE Wealth Management LLC | 82,639 | $702.6 萬 | 0.05% | +13,701+19.9% | 加碼 |
| DCM Advisors, LLC | 81,093 | $689.5 萬 | 3.34% | +38,328+89.6% | 加碼 |
| Oak Harvest Investment Services | 80,898 | $687.8 萬 | 1.79% | −4,904−5.7% | 減碼 |
| Burns J W & Co Inc | 79,760 | $678.1 萬 | 1.24% | −1,699−2.1% | 減碼 |
| GWM Advisors LLC | 462,265 | $670.0 萬 | 0.18% | +25,146+5.8% | 加碼 |
| Hennessy Advisors Inc | 78,700 | $669.1 萬 | 0.44% | −10,100−11.4% | 減碼 |
| Copeland Capital Management, LLC | 77,424 | $658.2 萬 | 0.17% | −2,758−3.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 76,376 | $649.3 萬 | 0.33% | +44,329+138.3% | 加碼 |
| Howe & Rusling Inc | 76,343 | $649.1 萬 | 0.81% | +14,708+23.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 76,323 | $648.9 萬 | 3.28% | +57+0.1% | 加碼 |
| Metropolitan Life Insurance Co | 76,248 | $648.3 萬 | 0.29% | −2,089−2.7% | 減碼 |