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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 1,422,176 | $1.25 億 | 0.11% | +44,263+3.2% | 加碼 |
| New York State Teachers Retirement System | 1,512,258 | $1.33 億 | 0.31% | −41,002−2.6% | 減碼 |
| American Century Companies Inc | 1,672,144 | $1.46 億 | 0.12% | +246,170+17.3% | 加碼 |
| Toronto Dominion Bank | 1,761,663 | $1.55 億 | 0.25% | −870,573−33.1% | 減碼 |
| Prudential Financial Inc | 1,807,322 | $1.59 億 | 0.25% | +29,743+1.7% | 加碼 |
| Focused Investors LLC | 1,842,500 | $1.62 億 | 5.57% | −98,700−5.1% | 減碼 |
| Fifth Third Bancorp | 1,851,850 | $1.63 億 | 0.76% | −45,451−2.4% | 減碼 |
| National Pension Service | 1,946,101 | $1.68 億 | 0.31% | +95,195+5.1% | 加碼 |
| Ensign Peak Advisors, Inc | 1,947,920 | $1.71 億 | 0.37% | −113,174−5.5% | 減碼 |
| First Trust Advisors LP | 1,996,361 | $1.75 億 | 0.20% | −61,357−3.0% | 減碼 |
| Neuberger Berman Group LLC | 2,080,824 | $1.83 億 | 0.17% | −1,557,900−42.8% | 減碼 |
| California State Teachers Retirement System | 2,139,120 | $1.88 億 | 0.28% | −43,522−2.0% | 減碼 |
| Macquarie Group Ltd | 2,156,320 | $1.89 億 | 0.22% | −24,225−1.1% | 減碼 |
| Citigroup Inc | 2,265,457 | $1.99 億 | 0.27% | −1,136,332−33.4% | 減碼 |
| New York State Common Retirement Fund | 2,308,696 | $2.03 億 | 0.27% | +53,127+2.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,413,646 | $2.12 億 | 0.19% | −206,784−7.9% | 減碼 |
| Barclays PLC | 2,442,998 | $2.14 億 | 0.22% | −1,994,879−45.0% | 減碼 |
| First Republic Investment Management, Inc. | 2,450,861 | $2.15 億 | 0.46% | +38,674+1.6% | 加碼 |
| California Public Employees Retirement System | 2,489,227 | $2.19 億 | 0.19% | −361,624−12.7% | 減碼 |
| Rhumbline Advisers | 2,546,135 | $2.24 億 | 0.28% | +4,508+0.2% | 加碼 |
| FIL Ltd | 2,547,395 | $2.24 億 | 0.26% | −322,449−11.2% | 減碼 |
| Nordea Investment Management AB | 2,678,603 | $2.31 億 | 0.34% | −249,788−8.5% | 減碼 |
| Primecap Management Co | 2,720,353 | $2.39 億 | 0.21% | −831,390−23.4% | 減碼 |
| Cullen Capital Management LLC | 2,918,900 | $2.56 億 | 2.35% | +657,862+29.1% | 加碼 |
| LSV Asset Management | 2,919,183 | $2.56 億 | 0.57% | −1,044,635−26.4% | 減碼 |
| Credit Suisse AG | 2,967,182 | $2.61 億 | 0.27% | −2,294,856−43.6% | 減碼 |
| HSBC Holdings PLC | 2,987,695 | $2.62 億 | 0.34% | +266,803+9.8% | 加碼 |
| Fayez Sarofim & Co | 3,060,806 | $2.69 億 | 0.94% | −349,577−10.3% | 減碼 |
| Schroder Investment Management Group | 3,155,709 | $2.77 億 | 0.41% | −277,041−8.1% | 減碼 |
| Lord, Abbett & Co. LLC | 3,164,679 | $2.78 億 | 1.00% | −422,134−11.8% | 減碼 |
| Canada Pension Plan Investment Board | 3,165,096 | $2.78 億 | 0.44% | −168,528−5.1% | 減碼 |
| Alliancebernstein L.P. | 3,227,122 | $2.83 億 | 0.12% | −83,475−2.5% | 減碼 |
| Deutsche Bank AG | 3,319,801 | $2.91 億 | 0.16% | −530,667−13.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,550,287 | $3.12 億 | 0.23% | −307,490−8.0% | 減碼 |
| TD Asset Management Inc | 3,674,692 | $3.23 億 | 0.39% | +709,400+23.9% | 加碼 |
| Amundi | 5,147,009 | $4.34 億 | 0.23% | −163,764−3.1% | 減碼 |
| Wells Fargo & Company | 4,965,820 | $4.36 億 | 0.13% | +94,613+1.9% | 加碼 |
| Principal Financial Group Inc | 5,334,171 | $4.68 億 | 0.33% | +62,016+1.2% | 加碼 |
| Eagle Capital Management LLC | 5,438,797 | $4.78 億 | 2.18% | −1,828,871−25.2% | 減碼 |
| UBS Asset Management Americas Inc | 5,930,818 | $5.21 億 | 0.25% | +22,195+0.4% | 加碼 |
| UBS Group AG | 6,344,241 | $5.57 億 | 0.26% | −917,822−12.6% | 減碼 |
| Morgan Stanley | 6,390,693 | $5.61 億 | 0.06% | +686,075+12.0% | 加碼 |
| Invesco Ltd. | 6,929,224 | $6.08 億 | 0.17% | −2,460,249−26.2% | 減碼 |
| Bank of Montreal | 6,433,906 | $6.31 億 | 0.41% | +270,450+4.4% | 加碼 |
| Janus Henderson Group PLC | 7,522,300 | $6.60 億 | 0.44% | −646,450−7.9% | 減碼 |
| Charles Schwab Investment Management Inc | 8,440,562 | $7.35 億 | 0.22% | +14,038+0.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 8,394,060 | $7.37 億 | 0.42% | +15,230+0.2% | 加碼 |
| Legal & General Group Plc | 8,687,826 | $7.63 億 | 0.27% | −23,201−0.3% | 減碼 |
| Goldman Sachs Group Inc | 9,581,216 | $8.41 億 | 0.23% | −71,574−0.7% | 減碼 |
| Nuveen Asset Management, LLC | 9,804,969 | $8.61 億 | 0.32% | −366,760−3.6% | 減碼 |
| Dimensional Fund Advisors LP | 9,947,476 | $8.73 億 | 0.29% | +290,784+3.0% | 加碼 |
| Norges Bank | 10,445,886 | $9.17 億 | 0.20% | −805,181−7.2% | 減碼 |
| Franklin Resources Inc | 11,604,072 | $10.2 億 | 0.51% | +1,950,523+20.2% | 加碼 |
| Northern Trust Corp | 13,392,927 | $11.8 億 | 0.23% | −21,438−0.2% | 減碼 |
| Bank of New York Mellon Corp | 14,632,016 | $12.8 億 | 0.28% | +481,665+3.4% | 加碼 |
| Royal Bank of Canada | 14,959,515 | $13.1 億 | 0.39% | +2,814,155+23.2% | 加碼 |
| Ameriprise Financial Inc | 16,350,097 | $14.4 億 | 0.47% | +1,262,338+8.4% | 加碼 |
| Fisher Asset Management, LLC | 19,323,644 | $17.0 億 | 1.03% | +350,375+1.8% | 加碼 |
| Massachusetts Financial Services Co | 20,597,965 | $18.1 億 | 0.62% | −344,644−1.6% | 減碼 |
| Bank of America Corp | 22,494,179 | $19.7 億 | 0.23% | +727,045+3.3% | 加碼 |
| Price T Rowe Associates Inc | 23,059,090 | $20.2 億 | 0.30% | +12,321,786+114.8% | 加碼 |
| Capital International Investors | 23,121,884 | $20.3 億 | 0.52% | −1,530,403−6.2% | 減碼 |
| Geode Capital Management, LLC | 23,203,306 | $20.3 億 | 0.26% | −54,842−0.2% | 減碼 |
| Capital World Investors | 23,842,961 | $20.9 億 | 0.43% | −1,135,020−4.5% | 減碼 |
| Capital Research Global Investors | 26,164,367 | $23.0 億 | 0.66% | +4,767,216+22.3% | 加碼 |
| FMR LLC | 27,013,824 | $23.7 億 | 0.22% | +1,604,768+6.3% | 加碼 |
| Wellington Management Group LLP | 46,907,341 | $41.2 億 | 0.82% | +913,447+2.0% | 加碼 |
| JPMorgan Chase & Co | 48,285,333 | $42.4 億 | 0.55% | +2,736,539+6.0% | 加碼 |
| BlackRock Inc. | 87,074,091 | $76.5 億 | 0.23% | −2,233,842−2.5% | 減碼 |
| Vanguard Group Inc | 112,337,017 | $98.6 億 | 0.25% | −337,096−0.3% | 減碼 |
| State Street Corp | 115,834,827 | $101.7 億 | 0.57% | −4,912,368−4.1% | 減碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $331.1 億 | 100.00% | 00.0% | 不變 |
| Quilter Plc | 7,090 | – | – | −150−2.1% | 減碼 |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −619,501−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −318,886−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −266,252−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −237,192−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −225,527−100.0% | 清倉 |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −185,903−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −174,658−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −140,182−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −116,159−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −83,632−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −75,998−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −67,200−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −65,713−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −62,501−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −57,993−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −54,730−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,235−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −40,098−100.0% | 清倉 |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −34,103−100.0% | 清倉 |
| Rpo LLC | 0 | $0 | 0.00% | −32,900−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,242−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −25,765−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,540−100.0% | 清倉 |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −21,082−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −18,141−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −17,367−100.0% | 清倉 |