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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 373,272 | $3,277 萬 | 1.21% | +5,760+1.6% | 加碼 |
| Fiduciary Trust Co | 377,802 | $3,317 萬 | 0.62% | −1,835−0.5% | 減碼 |
| Commonwealth Equity Services, LLC | 403,523 | $3,543 萬 | 0.08% | +27,852+7.4% | 加碼 |
| TD Waterhouse Canada Inc. | 381,428 | $3,557 萬 | 0.37% | +16,438+4.5% | 加碼 |
| NFJ Investment Group, LLC | 406,170 | $3,566 萬 | 0.95% | −28,048−6.5% | 減碼 |
| American International Group, Inc. | 408,309 | $3,585 萬 | 0.24% | −1,796−0.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 410,100 | $3,601 萬 | 0.10% | −274,383−40.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 413,978 | $3,635 萬 | 1.72% | −33,485−7.5% | 減碼 |
| Zurich Insurance Group Ltd | 417,380 | $3,665 萬 | 0.46% | +417,380 | 新進 |
| Pinnacle Associates Ltd | 439,530 | $3,859 萬 | 0.79% | −2,337−0.5% | 減碼 |
| Rafferty Asset Management, LLC | 440,326 | $3,866 萬 | 0.26% | −67,359−13.3% | 減碼 |
| Signature Estate & Investment Advisors LLC | 442,381 | $3,884 萬 | 1.36% | −16,716−3.6% | 減碼 |
| Royal London Asset Management Ltd | 447,457 | $3,929 萬 | 0.16% | +10,422+2.4% | 加碼 |
| GWM Advisors LLC | 451,199 | $3,959 萬 | 0.49% | −11,066−2.4% | 減碼 |
| Rathbone Brothers plc | 451,081 | $3,960 萬 | 0.40% | +41,589+10.2% | 加碼 |
| Tredje AP-fonden | 453,377 | $3,981 萬 | 0.62% | −121,158−21.1% | 減碼 |
| Laurion Capital Management LP | 454,511 | $3,991 萬 | 1.80% | +159,233+53.9% | 加碼 |
| Bank of Nova Scotia | 454,993 | $3,994 萬 | 0.12% | −16,596−3.5% | 減碼 |
| Allianz Asset Management GmbH | 471,163 | $4,137 萬 | 0.09% | −221,553−32.0% | 減碼 |
| National Bank of Canada | 471,590 | $4,140 萬 | 0.11% | +115,886+32.6% | 加碼 |
| Clark Capital Management Group, Inc. | 484,638 | $4,255 萬 | 0.48% | +88,077+22.2% | 加碼 |
| Lazard Freres Gestion S.A.S. | 546,768 | $4,313 萬 | 1.59% | −7,376−1.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 536,271 | $4,334 萬 | 0.30% | −124,815−18.9% | 減碼 |
| Todd Asset Management LLC | 508,338 | $4,463 萬 | 1.08% | +454+0.1% | 加碼 |
| Nisa Investment Advisors, LLC | 515,083 | $4,522 萬 | 0.35% | +8,932+1.8% | 加碼 |
| Epoch Investment Partners, Inc. | 525,710 | $4,616 萬 | 0.27% | −168,960−24.3% | 減碼 |
| Asset Management One Co.,Ltd. | 540,646 | $4,747 萬 | 0.22% | +740+0.1% | 加碼 |
| Treasurer of the State of North Carolina | 541,889 | $4,758 萬 | 0.27% | +6,120+1.1% | 加碼 |
| SEI Investments Co | 546,548 | $4,799 萬 | 0.09% | +129,071+30.9% | 加碼 |
| STRS Ohio | 553,543 | $4,860 萬 | 0.21% | +7,080+1.3% | 加碼 |
| Gateway Investment Advisers LLC | 556,117 | $4,883 萬 | 0.60% | −45,192−7.5% | 減碼 |
| TCW Group Inc | 558,202 | $4,901 萬 | 0.63% | +20,090+3.7% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 561,946 | $4,934 萬 | 3.36% | +10,308+1.9% | 加碼 |
| Eisler Capital (UK) Ltd. | 562,736 | $4,941 萬 | 4.27% | +562,736 | 新進 |
| Employees Retirement System of Texas | 564,000 | $4,952 萬 | 0.72% | +130,000+30.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 567,422 | $4,982 萬 | 0.24% | −1,127−0.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 587,170 | $5,149 萬 | 1.14% | −81,611−12.2% | 減碼 |
| AXA S.A. | 587,799 | $5,161 萬 | 0.18% | +88,522+17.7% | 加碼 |
| Kames Capital plc | 590,626 | $5,171 萬 | 0.90% | −183,601−23.7% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 603,112 | $5,295 萬 | 1.54% | −16,788−2.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 612,883 | $5,381 萬 | 0.54% | 00.0% | 不變 |
| Jane Street Group, LLC | 614,100 | $5,392 萬 | 0.09% | −147,291−19.3% | 減碼 |
| Pictet Asset Management SA | 617,657 | $5,423 萬 | 0.07% | −1,585−0.3% | 減碼 |
| Umb Bank N A | 621,414 | $5,456 萬 | 0.87% | −4,338−0.7% | 減碼 |
| Factory Mutual Insurance Co | 670,050 | $5,883 萬 | 0.92% | −74,000−9.9% | 減碼 |
| CIBC World Markets Inc. | 681,066 | $5,980 萬 | 0.22% | +382,056+127.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 715,384 | $6,156 萬 | 0.15% | +5,140+0.7% | 加碼 |
| Clearbridge Investments, LLC | 705,481 | $6,194 萬 | 0.06% | −72,189−9.3% | 減碼 |
| Canoe Financial LP | 709,275 | $6,227 萬 | 0.87% | +709,275 | 新進 |
| US Bancorp | 711,623 | $6,248 萬 | 0.11% | +31,754+4.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 716,455 | $6,290 萬 | 1.58% | −199,163−21.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 720,517 | $6,326 萬 | 0.15% | −2,891−0.4% | 減碼 |
| Public Employees Retirement System of Ohio | 722,614 | $6,345 萬 | 0.26% | −278,693−27.8% | 減碼 |
| M&T Bank Corp | 738,738 | $6,487 萬 | 0.25% | −17,341−2.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 746,409 | $6,553 萬 | 0.23% | −9,341−1.2% | 減碼 |
| Pzena Investment Management LLC | 754,456 | $6,624 萬 | 0.29% | −4,202−0.6% | 減碼 |
| Storebrand Asset Management AS | 761,515 | $6,686 萬 | 0.34% | −22,368−2.9% | 減碼 |
| Avalon Investment & Advisory | 761,727 | $6,688 萬 | 1.83% | −22,927−2.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 763,887 | $6,707 萬 | 0.27% | +1,057+0.1% | 加碼 |
| Calamos Advisors LLC | 765,912 | $6,725 萬 | 0.34% | −79,800−9.4% | 減碼 |
| Mackenzie Financial Corp | 774,275 | $6,798 萬 | 0.11% | −59,211−7.1% | 減碼 |
| AMF Pensionsforsakring AB | 779,379 | $6,848 萬 | 0.70% | −40,729−5.0% | 減碼 |
| Ninety One UK Ltd | 805,898 | $7,076 萬 | 0.22% | +225,767+38.9% | 加碼 |
| RBF Capital, LLC | 810,432 | $7,116 萬 | 5.17% | −5,298−0.6% | 減碼 |
| Aristotle Capital Management, LLC | 820,000 | $7,200 萬 | 0.15% | −3,320−0.4% | 減碼 |
| DnB Asset Management AS | 823,825 | $7,233 萬 | 0.46% | +62,420+8.2% | 加碼 |
| HighTower Advisors, LLC | 886,521 | $7,607 萬 | 0.17% | +53,768+6.5% | 加碼 |
| LPL Financial LLC | 869,498 | $7,634 萬 | 0.06% | +48,987+6.0% | 加碼 |
| Thrivent Financial for Lutherans | 870,329 | $7,638 萬 | 0.19% | −608,123−41.1% | 減碼 |
| Qube Research & Technologies Ltd | 873,499 | $7,669 萬 | 0.44% | +614,918+237.8% | 加碼 |
| KBC Group NV | 929,224 | $8,159 萬 | 0.35% | −200,608−17.8% | 減碼 |
| State of Tennessee, Treasury Department | 938,229 | $8,238 萬 | 0.37% | +97,798+11.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 939,944 | $8,253 萬 | 0.22% | +110,043+13.3% | 加碼 |
| Swedbank AB | 961,412 | $8,441 萬 | 0.17% | −19,511−2.0% | 減碼 |
| Intech Investment Management LLC | 963,804 | $8,462 萬 | 0.68% | +99,277+11.5% | 加碼 |
| Russell Investments Group, Ltd. | 968,276 | $8,479 萬 | 0.17% | −39,470−3.9% | 減碼 |
| Standard Life Aberdeen plc | 981,721 | $8,620 萬 | 0.22% | +73,717+8.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 994,747 | $8,734 萬 | 0.21% | +95,948+10.7% | 加碼 |
| State of Wisconsin Investment Board | 1,013,644 | $8,900 萬 | 0.27% | +354,576+53.8% | 加碼 |
| Artisan Partners Limited Partnership | 1,016,466 | $8,925 萬 | 0.15% | +13,734+1.4% | 加碼 |
| CI Private Wealth, LLC | 1,038,412 | $9,117 萬 | 0.24% | +555,341+115.0% | 加碼 |
| Truist Financial Corp | 1,050,198 | $9,221 萬 | 0.16% | −65,070−5.8% | 減碼 |
| Voya Investment Management LLC | 1,053,542 | $9,250 萬 | 0.10% | −5,140−0.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,056,851 | $9,279 萬 | 0.20% | −896,669−45.9% | 減碼 |
| Retirement Systems of Alabama | 1,061,666 | $9,321 萬 | 0.40% | −77,761−6.8% | 減碼 |
| Douglas Lane & Associates, LLC | 1,061,731 | $9,322 萬 | 1.55% | −20,465−1.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 1,063,654 | $9,339 萬 | 0.75% | −31,783−2.9% | 減碼 |
| Commerce Bank | 1,086,765 | $9,542 萬 | 0.75% | −40,740−3.6% | 減碼 |
| Eminence Capital, LP | 1,121,451 | $9,846 萬 | 1.66% | −200,110−15.1% | 減碼 |
| Korea Investment CORP | 1,180,325 | $1.04 億 | 0.30% | +806+0.1% | 加碼 |
| Victory Capital Management Inc | 1,191,303 | $1.05 億 | 0.12% | +62,600+5.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,328,535 | $1.08 億 | 0.31% | +429,468+47.8% | 加碼 |
| Natixis Advisors, L.P. | 1,246,604 | $1.09 億 | 0.38% | +19,804+1.6% | 加碼 |
| Great West Life Assurance Co | 1,252,802 | $1.10 億 | 0.27% | −5,234−0.4% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,278,334 | $1.12 億 | 0.25% | −47,600−3.6% | 減碼 |
| Susquehanna International Group, LLP | 1,283,506 | $1.13 億 | 0.18% | +246,412+23.8% | 加碼 |
| Evercore Wealth Management, LLC | 1,286,961 | $1.13 億 | 2.25% | −3630.0% | 減碼 |
| Stifel Financial Corp | 1,292,248 | $1.13 億 | 0.16% | −3,430−0.3% | 減碼 |
| Envestnet Asset Management Inc | 1,436,526 | $1.22 億 | 0.06% | +71,173+5.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,421,155 | $1.25 億 | 0.29% | −26,400−1.8% | 減碼 |