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。
2023 年第 1 季 13F 持有人
Morgan Stanley 在 2023/3/31 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
- 1,673
- 較 2022 年第 4 季 +26 家
- 持有股數
- 14.3 億
- 較 2022 年第 4 季 +1,820 萬 (+1.3%)
- 總市值
- $1,241 億
- 較 2022 年第 4 季 +$39.0 億 (+3.2%)
- 新進機構
- 145
- 另有 648 家加碼
- 清倉機構
- 119
- 另有 652 家減碼
另有 34 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CWM, LLC | 89,570 | $786.4 萬 | 0.05% | +15,054+20.2% | 加碼 |
| Cetera Investment Advisers | 93,941 | $790.7 萬 | 0.07% | −8,979−8.7% | 減碼 |
| Telemus Capital, LLC | 90,071 | $790.8 萬 | 0.70% | +98+0.1% | 加碼 |
| Prudential PLC | 90,152 | $791.5 萬 | 0.09% | −761−0.8% | 減碼 |
| Los Angeles Capital Management LLC | 91,314 | $801.7 萬 | 0.04% | +5,523+6.4% | 加碼 |
| La Banque Postale Asset Management SA | 91,353 | $802.1 萬 | 0.20% | −13,317−12.7% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $807.8 萬 | 0.93% | 00.0% | 不變 |
| Capital International Sarl | 92,280 | $810.2 萬 | 0.41% | −39,962−30.2% | 減碼 |
| Power Corp of Canada | 96,903 | $813.5 萬 | 0.85% | +53,172+121.6% | 加碼 |
| Capital Analysts, LLC | 92,808 | $814.9 萬 | 0.47% | +1,970+2.2% | 加碼 |
| AQR Capital Management LLC | 95,352 | $822.2 萬 | 0.02% | −33,653−26.1% | 減碼 |
| Bokf, NA | 94,836 | $832.7 萬 | 0.17% | +7,689+8.8% | 加碼 |
| Banque Cantonale Vaudoise | 96,035 | $843.2 萬 | 0.41% | +54,300+130.1% | 加碼 |
| Chilton Investment Co LLC | 96,188 | $844.5 萬 | 0.26% | +96,188 | 新進 |
| Illinois Municipal Retirement Fund | 96,379 | $846.2 萬 | 0.18% | −7,137−6.9% | 減碼 |
| Credit Agricole S A | 96,438 | $846.7 萬 | 0.36% | −13,659−12.4% | 減碼 |
| Aptus Capital Advisors, LLC | 96,811 | $850.0 萬 | 0.24% | +30,763+46.6% | 加碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $854.9 萬 | 3.23% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 97,604 | $857.0 萬 | 0.19% | +895+0.9% | 加碼 |
| JustInvest LLC | 98,014 | $860.4 萬 | 0.30% | +10,511+12.0% | 加碼 |
| Cumberland Partners Ltd | 98,757 | $867.1 萬 | 0.85% | +39,955+67.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 99,213 | $871.1 萬 | 0.71% | −534−0.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 101,213 | $888.7 萬 | 0.28% | +1,534+1.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 101,275 | $889.2 萬 | 0.11% | −459−0.5% | 減碼 |
| Intact Investment Management Inc. | 101,400 | $890.3 萬 | 0.37% | 00.0% | 不變 |
| Socorro Asset Management LP | 101,636 | $892.4 萬 | 3.94% | 00.0% | 不變 |
| New Republic Capital, LLC | 102,093 | $896.4 萬 | 6.77% | +554+0.5% | 加碼 |
| Capital International Inc | 102,158 | $896.9 萬 | 0.18% | −1,068−1.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 103,165 | $905.8 萬 | 0.21% | +6,192+6.4% | 加碼 |
| Kentucky Retirement Systems | 103,301 | $907.0 萬 | 0.33% | −1,983−1.9% | 減碼 |
| Advisors Asset Management, Inc. | 104,279 | $915.6 萬 | 0.19% | −6,205−5.6% | 減碼 |
| Daiwa Securities Group Inc. | 104,297 | $915.7 萬 | 0.06% | +6,230+6.4% | 加碼 |
| Castleark Management LLC | 105,960 | $930.3 萬 | 0.46% | +86,360+440.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 106,098 | $931.5 萬 | 0.17% | +4,366+4.3% | 加碼 |
| Panagora Asset Management Inc | 107,074 | $940.1 萬 | 0.06% | −132,001−55.2% | 減碼 |
| Ieq Capital, LLC | 107,760 | $946.1 萬 | 0.22% | +18,815+21.2% | 加碼 |
| Securian Asset Management, Inc | 108,002 | $948.3 萬 | 0.25% | −374−0.3% | 減碼 |
| Capital International Ltd | 109,179 | $958.6 萬 | 0.57% | +4,941+4.7% | 加碼 |
| BTC Capital Management, Inc. | 109,341 | $959.5 萬 | 1.10% | −15,536−12.4% | 減碼 |
| Polar Capital Holdings Plc | 109,453 | $961.0 萬 | 0.07% | +9,135+9.1% | 加碼 |
| Gradient Investments LLC | 109,468 | $961.1 萬 | 0.26% | +23,766+27.7% | 加碼 |
| Marvin & Palmer Associates Inc | 110,310 | $968.5 萬 | 4.88% | +762+0.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 110,382 | $969.2 萬 | 0.11% | +110,382 | 新進 |
| Hartford Investment Management Co | 110,582 | $970.9 萬 | 0.33% | +14,570+15.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 110,673 | $971.7 萬 | 0.12% | +27,363+32.8% | 加碼 |
| Ziegler Capital Management, LLC | 111,231 | $975.4 萬 | 0.38% | −2,361−2.1% | 減碼 |
| British Columbia Investment Management Corp | 113,120 | $993.2 萬 | 0.10% | −1,057−0.9% | 減碼 |
| Brown Advisory Inc | 113,742 | $998.7 萬 | 0.02% | +8,569+8.1% | 加碼 |
| Winslow Capital Management, LLC | 113,818 | $999.3 萬 | 0.05% | +1,112+1.0% | 加碼 |
| Flputnam Investment Management Co | 113,849 | $999.6 萬 | 0.33% | +2,171+1.9% | 加碼 |
| Fred Alger Management, LLC | 113,974 | $1,001 萬 | 0.05% | −70,645−38.3% | 減碼 |
| Burney Co | 117,158 | $1,029 萬 | 0.51% | −4,930−4.0% | 減碼 |
| Brinker Capital Investments, LLC | 118,472 | $1,040 萬 | 0.13% | +15,867+15.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 118,472 | $1,040 萬 | 0.13% | +102,773+654.6% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 118,823 | $1,043 萬 | 0.47% | +47,480+66.6% | 加碼 |
| Twin Tree Management, LP | 121,312 | $1,065 萬 | 0.30% | −93,131−43.4% | 減碼 |
| Grassi Investment Management | 122,725 | $1,078 萬 | 1.34% | +1,450+1.2% | 加碼 |
| Shelton Capital Management | 123,303 | $1,083 萬 | 0.45% | +106,203+621.1% | 加碼 |
| Gillson Capital LP | 123,691 | $1,086 萬 | 0.90% | +123,691 | 新進 |
| Ethic Inc. | 123,988 | $1,089 萬 | 0.44% | +20,329+19.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 126,679 | $1,112 萬 | 0.17% | +10,104+8.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 127,490 | $1,119 萬 | 0.25% | −737−0.6% | 減碼 |
| Argent Trust Co | 127,689 | $1,121 萬 | 0.71% | +2,987+2.4% | 加碼 |
| Edge Capital Group, LLC | 127,690 | $1,121 萬 | 0.69% | +16,456+14.8% | 加碼 |
| Telos Capital Management, Inc. | 129,910 | $1,141 萬 | 1.59% | −5,106−3.8% | 減碼 |
| Peapack Gladstone Financial Corp | 133,142 | $1,170 萬 | 0.22% | +390.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 134,951 | $1,185 萬 | 1.07% | −1,159−0.9% | 減碼 |
| FineMark National Bank & Trust | 135,520 | $1,190 萬 | 0.51% | +4,659+3.6% | 加碼 |
| Mercer Global Advisors Inc | 135,766 | $1,192 萬 | 0.05% | −1,305−1.0% | 減碼 |
| Crestwood Advisors Group LLC | 137,081 | $1,204 萬 | 0.40% | −4,637−3.3% | 減碼 |
| Abn Amro Investment Solutions | 138,812 | $1,219 萬 | 0.25% | +138,812 | 新進 |
| Nissay Asset Management Corp | 139,387 | $1,224 萬 | 0.11% | −7,033−4.8% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 139,815 | $1,228 萬 | 0.43% | −3,251−2.3% | 減碼 |
| Appleton Partners Inc | 140,299 | $1,232 萬 | 1.10% | +35,209+33.5% | 加碼 |
| Cullinan Associates Inc | 140,568 | $1,234 萬 | 0.72% | +6,558+4.9% | 加碼 |
| Wealthfront Advisers LLC | 142,773 | $1,254 萬 | 0.06% | +16,511+13.1% | 加碼 |
| Grand Jean Capital Management Inc | 144,382 | $1,268 萬 | 4.88% | +1,216+0.8% | 加碼 |
| Wade G W & Inc | 147,171 | $1,292 萬 | 0.50% | −169−0.1% | 減碼 |
| Creative Planning | 147,235 | $1,293 萬 | 0.02% | +11,331+8.3% | 加碼 |
| Bessemer Group Inc | 148,909 | $1,307 萬 | 0.03% | +2,747+1.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 151,894 | $1,334 萬 | 0.02% | +36,594+31.7% | 加碼 |
| Xponance, Inc. | 152,648 | $1,340 萬 | 0.20% | −18,852−11.0% | 減碼 |
| MML Investors Services, LLC | 152,800 | $1,342 萬 | 0.09% | −1,685−1.1% | 減碼 |
| Czech National Bank | 153,913 | $1,351 萬 | 0.33% | −394−0.3% | 減碼 |
| Pittenger & Anderson Inc | 154,019 | $1,352 萬 | 0.70% | −2,815−1.8% | 減碼 |
| Mark Asset Management LP | 154,556 | $1,356 萬 | 2.58% | −41,213−21.1% | 減碼 |
| Assetmark, Inc | 155,602 | $1,366 萬 | 0.06% | +21,922+16.4% | 加碼 |
| Ossiam | 156,234 | $1,372 萬 | 0.29% | +37,265+31.3% | 加碼 |
| Captrust Financial Advisors | 157,441 | $1,382 萬 | 0.06% | −3,391−2.1% | 減碼 |
| Rockefeller Capital Management L.P. | 159,368 | $1,399 萬 | 0.06% | −8,524−5.1% | 減碼 |
| Achmea Investment Management B.V. | 163,137 | $1,432 萬 | 0.42% | +22,841+16.3% | 加碼 |
| Oppenheimer & Co Inc | 164,369 | $1,443 萬 | 0.31% | +24,156+17.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 167,015 | $1,466 萬 | 0.31% | −47,758−22.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 169,342 | $1,487 萬 | 0.07% | +10,328+6.5% | 加碼 |
| Cornerstone Advisors, LLC | 170,100 | $1,493 萬 | 0.69% | 00.0% | 不變 |
| Agf Management Ltd | 170,924 | $1,501 萬 | 0.10% | +75,110+78.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 171,859 | $1,509 萬 | 0.05% | −840,283−83.0% | 減碼 |
| Guggenheim Capital LLC | 172,002 | $1,510 萬 | 0.13% | −9,628−5.3% | 減碼 |
| Glenmede Trust Co NA | 172,080 | $1,511 萬 | 0.09% | +274+0.2% | 加碼 |
| Erste Asset Management GmbH | 176,410 | $1,519 萬 | 0.29% | −2,340−1.3% | 減碼 |