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 $2,819 億；維京全球投資和索羅斯基金管理兩位大師持有。
2023 年第 2 季 13F 持有人
Morgan Stanley 在 2023/6/30 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
- 1,689
- 較 2023 年第 1 季 +25 家
- 持有股數
- 13.9 億
- 較 2023 年第 1 季 −4,142 萬 (−2.9%)
- 總市值
- $1,187 億
- 較 2023 年第 1 季 −$52.9 億 (−4.3%)
- 新進機構
- 125
- 另有 644 家加碼
- 清倉機構
- 100
- 另有 672 家減碼
另有 10 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | $2,819 億 |
| 2026 年第 1 季 | 2,514 | $2,182 億 |
| 2025 年第 4 季 | 2,533 | $2,408 億 |
| 2025 年第 3 季 | 2,266 | $2,179 億 |
| 2025 年第 2 季 | 2,209 | $1,920 億 |
| 2025 年第 1 季 | 2,104 | $1,599 億 |
| 2024 年第 4 季 | 2,118 | $1,711 億 |
| 2024 年第 3 季 | 1,875 | $1,454 億 |
| 2024 年第 2 季 | 1,829 | $1,362 億 |
| 2024 年第 1 季 | 1,799 | $1,339 億 |
| 2023 年第 4 季 | 1,761 | $1,347 億 |
| 2023 年第 3 季 | 1,671 | $1,131 億 |
| 2023 年第 2 季 | 1,689 | $1,192 億 |
| 2023 年第 1 季 | 1,674 | $1,270 億 |
| 2022 年第 4 季 | 1,682 | $1,209 億 |
| 2022 年第 3 季 | 1,586 | $1,134 億 |
| 2022 年第 2 季 | 1,607 | $1,097 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,476 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,440 億 |
| 2021 年第 1 季 | 1,516 | $1,239 億 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $322.0 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 114,524,518 | $97.8 億 | 0.51% | −1,310,309−1.1% | 減碼 |
| Vanguard Group Inc | 110,854,106 | $94.7 億 | 0.22% | −1,482,911−1.3% | 減碼 |
| BlackRock Inc. | 90,635,593 | $77.4 億 | 0.21% | +3,561,502+4.1% | 加碼 |
| JPMorgan Chase & Co | 49,811,379 | $42.5 億 | 0.49% | +1,526,046+3.2% | 加碼 |
| Wellington Management Group LLP | 36,263,266 | $31.0 億 | 0.59% | −10,644,075−22.7% | 減碼 |
| Capital Research Global Investors | 28,073,015 | $24.0 億 | 0.64% | +1,908,648+7.3% | 加碼 |
| Capital International Investors | 24,463,443 | $20.9 億 | 0.50% | +1,341,559+5.8% | 加碼 |
| Bank of America Corp | 23,674,969 | $20.2 億 | 0.24% | +1,180,790+5.2% | 加碼 |
| Geode Capital Management, LLC | 23,626,016 | $20.1 億 | 0.24% | +422,710+1.8% | 加碼 |
| Price T Rowe Associates Inc | 23,198,536 | $19.8 億 | 0.28% | +139,446+0.6% | 加碼 |
| Capital World Investors | 22,984,469 | $19.6 億 | 0.38% | −858,492−3.6% | 減碼 |
| Massachusetts Financial Services Co | 20,319,874 | $17.4 億 | 0.57% | −278,091−1.4% | 減碼 |
| Fisher Asset Management, LLC | 19,915,928 | $17.0 億 | 0.94% | +592,284+3.1% | 加碼 |
| FMR LLC | 19,375,875 | $16.5 億 | 0.14% | −7,637,949−28.3% | 減碼 |
| Ameriprise Financial Inc | 17,911,379 | $15.3 億 | 0.48% | +1,561,282+9.5% | 加碼 |
| Royal Bank of Canada | 15,874,678 | $13.6 億 | 0.38% | +915,163+6.1% | 加碼 |
| Northern Trust Corp | 12,830,056 | $11.0 億 | 0.21% | −562,871−4.2% | 減碼 |
| Bank of New York Mellon Corp | 12,743,740 | $10.9 億 | 0.23% | −1,888,276−12.9% | 減碼 |
| Franklin Resources Inc | 11,187,375 | $9.55 億 | 0.45% | −416,697−3.6% | 減碼 |
| Goldman Sachs Group Inc | 11,129,252 | $9.50 億 | 0.24% | +1,548,036+16.2% | 加碼 |
| Norges Bank | 10,520,435 | $8.98 億 | 0.18% | +74,549+0.7% | 加碼 |
| Dimensional Fund Advisors LP | 9,753,119 | $8.33 億 | 0.27% | −194,357−2.0% | 減碼 |
| Legal & General Group Plc | 8,838,573 | $7.55 億 | 0.25% | +150,747+1.7% | 加碼 |
| Charles Schwab Investment Management Inc | 8,457,399 | $7.17 億 | 0.20% | +16,837+0.2% | 加碼 |
| Nuveen Asset Management, LLC | 7,844,936 | $6.70 億 | 0.23% | −1,960,033−20.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 7,598,269 | $6.49 億 | 0.36% | −795,791−9.5% | 減碼 |
| Janus Henderson Group PLC | 7,334,905 | $6.26 億 | 0.39% | −187,395−2.5% | 減碼 |
| UBS Group AG | 7,173,899 | $6.13 億 | 0.27% | +829,658+13.1% | 加碼 |
| Bank of Montreal | 6,413,293 | $5.67 億 | 0.21% | −20,613−0.3% | 減碼 |
| UBS Asset Management Americas Inc | 5,930,818 | $5.21 億 | 0.25% | 00.0% | 不變 |
| Invesco Ltd. | 5,905,605 | $5.04 億 | 0.13% | −1,023,619−14.8% | 減碼 |
| Morgan Stanley | 5,748,982 | $4.91 億 | 0.05% | −641,711−10.0% | 減碼 |
| Principal Financial Group Inc | 5,290,426 | $4.52 億 | 0.31% | −43,745−0.8% | 減碼 |
| Wells Fargo & Company | 4,827,828 | $4.12 億 | 0.12% | −137,992−2.8% | 減碼 |
| Amundi | 3,755,314 | $3.23 億 | 0.16% | −1,391,695−27.0% | 減碼 |
| Barclays PLC | 3,606,559 | $3.08 億 | 0.20% | +1,163,561+47.6% | 加碼 |
| Schroder Investment Management Group | 3,363,735 | $2.87 億 | 0.41% | +208,026+6.6% | 加碼 |
| Canada Pension Plan Investment Board | 3,316,596 | $2.83 億 | 0.43% | +151,500+4.8% | 加碼 |
| Deutsche Bank AG | 3,279,265 | $2.80 億 | 0.15% | −40,536−1.2% | 減碼 |
| HSBC Holdings PLC | 3,260,243 | $2.79 億 | 0.30% | +272,548+9.1% | 加碼 |
| Alliancebernstein L.P. | 3,211,360 | $2.74 億 | 0.11% | −15,762−0.5% | 減碼 |
| Lord, Abbett & Co. LLC | 3,123,139 | $2.67 億 | 0.92% | −41,540−1.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,060,039 | $2.61 億 | 0.20% | −490,248−13.8% | 減碼 |
| Cullen Capital Management LLC | 2,954,606 | $2.52 億 | 2.25% | +35,706+1.2% | 加碼 |
| Credit Suisse AG | 2,914,361 | $2.49 億 | 0.25% | −52,821−1.8% | 減碼 |
| TD Asset Management Inc | 2,787,196 | $2.38 億 | 0.27% | −887,496−24.2% | 減碼 |
| California Public Employees Retirement System | 2,622,229 | $2.24 億 | 0.19% | +133,002+5.3% | 加碼 |
| Primecap Management Co | 2,619,243 | $2.24 億 | 0.19% | −101,110−3.7% | 減碼 |
| Rhumbline Advisers | 2,565,758 | $2.19 億 | 0.25% | +19,623+0.8% | 加碼 |
| LSV Asset Management | 2,565,027 | $2.19 億 | 0.48% | −354,156−12.1% | 減碼 |
| Nordea Investment Management AB | 2,420,298 | $2.08 億 | 0.28% | −258,305−9.6% | 減碼 |
| Jane Street Group, LLC | 2,411,139 | $2.06 億 | 0.28% | +1,797,039+292.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,257,185 | $1.93 億 | 0.16% | −156,461−6.5% | 減碼 |
| New York State Common Retirement Fund | 2,227,356 | $1.90 億 | 0.24% | −81,340−3.5% | 減碼 |
| FIL Ltd | 2,185,322 | $1.87 億 | 0.21% | −362,073−14.2% | 減碼 |
| Citigroup Inc | 2,095,463 | $1.79 億 | 0.23% | −169,994−7.5% | 減碼 |
| California State Teachers Retirement System | 2,064,371 | $1.76 億 | 0.25% | −74,749−3.5% | 減碼 |
| CI Private Wealth, LLC | 2,047,203 | $1.75 億 | 0.40% | +1,008,791+97.1% | 加碼 |
| First Trust Advisors LP | 1,984,796 | $1.70 億 | 0.19% | −11,565−0.6% | 減碼 |
| National Pension Service | 1,945,371 | $1.66 億 | 0.27% | −7300.0% | 減碼 |
| Susquehanna International Group, LLP | 1,910,426 | $1.63 億 | 0.26% | +626,920+48.8% | 加碼 |
| Fayez Sarofim & Co | 1,857,650 | $1.59 億 | 0.56% | −1,203,156−39.3% | 減碼 |
| Focused Investors LLC | 1,832,250 | $1.56 億 | 5.25% | −10,250−0.6% | 減碼 |
| Fifth Third Bancorp | 1,797,921 | $1.54 億 | 0.68% | −53,929−2.9% | 減碼 |
| Toronto Dominion Bank | 1,717,426 | $1.47 億 | 0.22% | −44,237−2.5% | 減碼 |
| Macquarie Group Ltd | 1,681,280 | $1.44 億 | 0.16% | −475,040−22.0% | 減碼 |
| American Century Companies Inc | 1,582,565 | $1.35 億 | 0.10% | −89,579−5.4% | 減碼 |
| Neuberger Berman Group LLC | 1,574,661 | $1.34 億 | 0.12% | −506,163−24.3% | 減碼 |
| Raymond James & Associates | 1,566,135 | $1.34 億 | 0.11% | +143,959+10.1% | 加碼 |
| Ensign Peak Advisors, Inc | 1,520,240 | $1.30 億 | 0.26% | −427,680−22.0% | 減碼 |
| Envestnet Asset Management Inc | 1,451,654 | $1.24 億 | 0.05% | +15,128+1.1% | 加碼 |
| New York State Teachers Retirement System | 1,438,418 | $1.23 億 | 0.28% | −73,840−4.9% | 減碼 |
| Prudential Financial Inc | 1,343,714 | $1.15 億 | 0.17% | −463,608−25.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,334,370 | $1.14 億 | 0.25% | −86,785−6.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,298,034 | $1.11 億 | 0.24% | +19,700+1.5% | 加碼 |
| Evercore Wealth Management, LLC | 1,294,535 | $1.11 億 | 2.03% | +7,574+0.6% | 加碼 |
| Stifel Financial Corp | 1,289,892 | $1.10 億 | 0.15% | −2,356−0.2% | 減碼 |
| Great West Life Assurance Co | 1,182,761 | $1.01 億 | 0.24% | −70,041−5.6% | 減碼 |
| Qube Research & Technologies Ltd | 1,180,651 | $1.01 億 | 0.39% | +307,152+35.2% | 加碼 |
| Natixis Advisors, L.P. | 1,158,538 | $9,894 萬 | 0.31% | −88,066−7.1% | 減碼 |
| Korea Investment CORP | 1,129,524 | $9,646 萬 | 0.27% | −50,801−4.3% | 減碼 |
| Eagle Capital Management LLC | 1,087,450 | $9,287 萬 | 0.42% | −4,351,347−80.0% | 減碼 |
| Victory Capital Management Inc | 1,078,298 | $9,209 萬 | 0.10% | −113,005−9.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,071,902 | $9,154 萬 | 0.19% | +77,155+7.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,065,180 | $9,097 萬 | 0.11% | +709,986+199.9% | 加碼 |
| Standard Life Aberdeen plc | 1,057,100 | $9,028 萬 | 0.21% | +75,379+7.7% | 加碼 |
| Douglas Lane & Associates, LLC | 1,053,100 | $8,993 萬 | 1.45% | −8,631−0.8% | 減碼 |
| Truist Financial Corp | 1,038,932 | $8,872 萬 | 0.15% | −11,266−1.1% | 減碼 |
| Russell Investments Group, Ltd. | 1,034,077 | $8,829 萬 | 0.17% | +65,801+6.8% | 加碼 |
| Artisan Partners Limited Partnership | 1,033,066 | $8,822 萬 | 0.14% | +16,600+1.6% | 加碼 |
| Intech Investment Management LLC | 1,027,284 | $8,773 萬 | 0.90% | +63,480+6.6% | 加碼 |
| Commerce Bank | 1,021,634 | $8,725 萬 | 0.65% | −65,131−6.0% | 減碼 |
| Eminence Capital, LP | 1,014,566 | $8,664 萬 | 1.56% | −106,885−9.5% | 減碼 |
| Swedbank AB | 991,876 | $8,471 萬 | 0.15% | +30,464+3.2% | 加碼 |
| Retirement Systems of Alabama | 971,570 | $8,297 萬 | 0.37% | −90,096−8.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 964,914 | $8,240 萬 | 0.69% | −98,740−9.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 945,915 | $8,078 萬 | 0.18% | −382,620−28.8% | 減碼 |
| Voya Investment Management LLC | 924,224 | $7,893 萬 | 0.08% | −129,318−12.3% | 減碼 |
| Hamlin Capital Management, LLC | 896,935 | $7,660 萬 | 2.57% | +896,935 | 新進 |