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 |
|---|---|---|---|---|---|
| Blair William & Co | 176,596 | $1,551 萬 | 0.06% | −2,867−1.6% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 176,987 | $1,554 萬 | 1.15% | −9,608−5.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 180,126 | $1,582 萬 | 0.66% | +23,201+14.8% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 181,556 | $1,594 萬 | 1.03% | +25,466+16.3% | 加碼 |
| Edgar Lomax Co | 181,975 | $1,598 萬 | 1.03% | −205,090−53.0% | 減碼 |
| Bridgecreek Investment Management, LLC | 182,180 | $1,600 萬 | 3.29% | −1,100−0.6% | 減碼 |
| MAI Capital Management | 182,789 | $1,605 萬 | 0.26% | +11,582+6.8% | 加碼 |
| Acadian Asset Management LLC | 186,315 | $1,636 萬 | 0.07% | +45,269+32.1% | 加碼 |
| Core Alternative Capital | 186,336 | $1,636 萬 | 2.18% | −12,185−6.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,655 萬 | 0.23% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 189,608 | $1,665 萬 | 0.04% | +14,110+8.0% | 加碼 |
| Pacific Heights Asset Management LLC | 190,000 | $1,668 萬 | 1.57% | +10,000+5.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 192,044 | $1,686 萬 | 0.03% | −27,305−12.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 193,182 | $1,696 萬 | 0.02% | +20,131+11.6% | 加碼 |
| Balyasny Asset Management LLC | 194,914 | $1,711 萬 | 0.06% | +192,913+9,640.8% | 加碼 |
| State of Alaska, Department of Revenue | 197,768 | $1,736 萬 | 0.21% | −4,620−2.3% | 減碼 |
| LVM Capital Management Ltd | 198,160 | $1,740 萬 | 2.41% | −3,350−1.7% | 減碼 |
| Hallmark Capital Management Inc | 199,553 | $1,752 萬 | 1.59% | −11,626−5.5% | 減碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,776 萬 | 0.08% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 202,568 | $1,779 萬 | 0.23% | −12,338−5.7% | 減碼 |
| Putnam Investments LLC | 202,911 | $1,782 萬 | 0.03% | +29,760+17.2% | 加碼 |
| Cerity Partners LLC | 134,687 | $1,783 萬 | 0.08% | +6,829+5.3% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 206,866 | $1,816 萬 | 4.10% | −214−0.1% | 減碼 |
| Earnest Partners LLC | 207,276 | $1,820 萬 | 0.11% | −570.0% | 減碼 |
| Millennium Management LLC | 208,014 | $1,826 萬 | 0.02% | −175,255−45.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 209,642 | $1,841 萬 | 0.10% | −5,813−2.7% | 減碼 |
| Mutual of America Capital Management LLC | 214,098 | $1,880 萬 | 0.22% | −2,222−1.0% | 減碼 |
| Abner Herrman & Brock LLC | 214,234 | $1,881 萬 | 2.84% | +466+0.2% | 加碼 |
| LGT Capital Partners Ltd. | 216,870 | $1,904 萬 | 0.53% | −12,970−5.6% | 減碼 |
| Tiaa, FSB | 217,226 | $1,907 萬 | 0.07% | −43,246−16.6% | 減碼 |
| USS Investment Management Ltd | 218,541 | $1,918 萬 | 0.26% | 00.0% | 不變 |
| Utah Retirement Systems | 219,568 | $1,928 萬 | 0.28% | +600+0.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 221,484 | $1,945 萬 | 0.17% | −1,351−0.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 221,933 | $1,949 萬 | 0.26% | −8,100−3.5% | 減碼 |
| CIBC Asset Management Inc | 223,893 | $1,966 萬 | 0.08% | −18,823−7.8% | 減碼 |
| Bailard, Inc. | 226,451 | $1,988 萬 | 0.71% | +2,210+1.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 227,412 | $1,997 萬 | 0.47% | +20,446+9.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 227,708 | $1,999 萬 | 0.78% | +8,562+3.9% | 加碼 |
| RMB Capital Management, LLC | 228,941 | $2,010 萬 | 0.70% | −9,766−4.1% | 減碼 |
| Ci Investments Inc. | 230,331 | $2,022 萬 | 0.10% | +114,044+98.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 231,728 | $2,035 萬 | 0.32% | +32,387+16.2% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 233,159 | $2,047 萬 | 0.99% | +5,690+2.5% | 加碼 |
| Harvest Portfolios Group Inc. | 235,212 | $2,065 萬 | 1.01% | +523+0.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 235,394 | $2,066 萬 | 0.14% | −3,141−1.3% | 減碼 |
| New York Life Investment Management LLC | 236,068 | $2,073 萬 | 0.23% | +29,152+14.1% | 加碼 |
| Maple Capital Management, Inc. | 241,114 | $2,117 萬 | 2.59% | +3,395+1.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 241,597 | $2,121 萬 | 0.23% | −3,600−1.5% | 減碼 |
| IFM Investors Pty Ltd | 242,025 | $2,125 萬 | 0.32% | +4,043+1.7% | 加碼 |
| Bridger Management, LLC | 244,314 | $2,145 萬 | 7.98% | −97,900−28.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 246,460 | $2,164 萬 | 0.03% | −384,205−60.9% | 減碼 |
| Chartwell Investment Partners, LLC | 247,922 | $2,177 萬 | 0.83% | +15,315+6.6% | 加碼 |
| 1832 Asset Management L.P. | 249,455 | $2,190 萬 | 0.05% | −434,275−63.5% | 減碼 |
| Camden Capital, LLC | 251,791 | $2,211 萬 | 3.27% | −27,438−9.8% | 減碼 |
| Heritage Investors Management Corp | 252,060 | $2,213 萬 | 0.95% | +530+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 252,453 | $2,217 萬 | 0.33% | −8,714−3.3% | 減碼 |
| Gabelli Funds LLC | 260,645 | $2,288 萬 | 0.17% | −4,500−1.7% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 261,869 | $2,299 萬 | 1.03% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 263,328 | $2,312 萬 | 3.36% | +1,508+0.6% | 加碼 |
| Blue Chip Partners, Inc. | 263,903 | $2,317 萬 | 2.75% | +350+0.1% | 加碼 |
| Forsta Ap-Fonden | 268,463 | $2,357 萬 | 0.28% | −63,400−19.1% | 減碼 |
| Argent Capital Management LLC | 269,991 | $2,371 萬 | 0.82% | +344+0.1% | 加碼 |
| CIBC World Markets Corp | 271,624 | $2,385 萬 | 0.39% | −264,252−49.3% | 減碼 |
| Texas Permanent School Fund | 271,762 | $2,386 萬 | 0.24% | +84,921+45.5% | 加碼 |
| Bollard Group LLC | 271,873 | $2,387 萬 | 0.86% | +1,958+0.7% | 加碼 |
| Boston Common Asset Management, LLC | 272,625 | $2,394 萬 | 0.50% | −2,639−1.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 281,431 | $2,471 萬 | 0.06% | +48,572+20.9% | 加碼 |
| Keybank National Association | 281,706 | $2,473 萬 | 0.12% | −4,688−1.6% | 減碼 |
| Moody Lynn & Lieberson, LLC | 283,864 | $2,492 萬 | 2.24% | −16,532−5.5% | 減碼 |
| Handelsbanken Fonder AB | 286,110 | $2,512 萬 | 0.15% | +21,054+7.9% | 加碼 |
| Advisor Group Holdings, Inc. | 287,855 | $2,522 萬 | 0.05% | +14,511+5.3% | 加碼 |
| ProShare Advisors LLC | 289,126 | $2,539 萬 | 0.08% | +30,138+11.6% | 加碼 |
| Teacher Retirement System of Texas | 295,357 | $2,593 萬 | 0.17% | −6,987−2.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 298,225 | $2,618 萬 | 0.05% | +52,447+21.3% | 加碼 |
| Public Sector Pension Investment Board | 299,355 | $2,628 萬 | 0.20% | −3,023−1.0% | 減碼 |
| Capula Management Ltd | 302,212 | $2,653 萬 | 2.31% | +298,575+8,209.4% | 加碼 |
| Braun Stacey Associates Inc | 302,772 | $2,658 萬 | 0.70% | +238,216+369.0% | 加碼 |
| Chilton Capital Management LLC | 303,008 | $2,660 萬 | 1.54% | +6,843+2.3% | 加碼 |
| Meitav Dash Investments Ltd | 310,400 | $2,673 萬 | 0.46% | +310,400 | 新進 |
| Hosking Partners LLP | 309,288 | $2,716 萬 | 1.26% | −62,599−16.8% | 減碼 |
| Mariner, LLC | 315,701 | $2,771 萬 | 0.08% | −19,454−5.8% | 減碼 |
| Janney Montgomery Scott LLC | 317,527 | $2,788 萬 | 0.11% | −19,734−5.9% | 減碼 |
| Man Group plc | – | $2,825 萬 | 0.10% | – | – |
| Payden & Rygel | 328,200 | $2,882 萬 | 1.71% | +55,300+20.3% | 加碼 |
| Amalgamated Bank | 330,723 | $2,904 萬 | 0.25% | −5,091−1.5% | 減碼 |
| Westpac Banking Corp | 330,818 | $2,905 萬 | 0.39% | +179,743+119.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 333,075 | $2,924 萬 | 2.22% | −3,183−0.9% | 減碼 |
| Vontobel Holding Ltd. | 333,559 | $2,929 萬 | 0.27% | −19,217−5.4% | 減碼 |
| MetLife Investment Management | 335,654 | $2,947 萬 | 0.21% | −6,877−2.0% | 減碼 |
| Voloridge Investment Management, LLC | 339,441 | $2,980 萬 | 0.15% | +197,506+139.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 344,140 | $3,022 萬 | 0.47% | +748+0.2% | 加碼 |
| Arizona State Retirement System | 346,105 | $3,039 萬 | 0.27% | −4,735−1.3% | 減碼 |
| Aviva PLC | 347,610 | $3,052 萬 | 0.14% | −47,021−11.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 354,881 | $3,105 萬 | 0.39% | +30,107+9.3% | 加碼 |
| Madison Asset Management, LLC | 353,884 | $3,107 萬 | 0.47% | −4,322−1.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 355,194 | $3,119 萬 | 0.04% | +241,750+213.1% | 加碼 |
| Conning Inc. | 358,685 | $3,144 萬 | 1.05% | −12,490−3.4% | 減碼 |
| State of Michigan Retirement System | 358,826 | $3,150 萬 | 0.21% | +500+0.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 365,503 | $3,209 萬 | 0.17% | −55,965−13.3% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,242 萬 | 2.26% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 370,947 | $3,257 萬 | 0.17% | −9,527−2.5% | 減碼 |