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 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
- 1,688
- 較 2023 年第 1 季 +25 家
- 持有股數
- 13.9 億
- 較 2023 年第 1 季 −4,141 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 671 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 | $2,817 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 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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 328,733 | $2,807 萬 | 0.10% | +11,206+3.5% | 加碼 |
| Millennium Management LLC | 329,185 | $2,811 萬 | 0.03% | +121,171+58.3% | 加碼 |
| Madison Asset Management, LLC | 330,596 | $2,823 萬 | 0.41% | −23,288−6.6% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 335,795 | $2,868 萬 | 1.99% | +2,720+0.8% | 加碼 |
| Nomura Asset Management Co Ltd | 338,914 | $2,894 萬 | 0.13% | −32,033−8.6% | 減碼 |
| Hosking Partners LLP | 339,723 | $2,901 萬 | 1.23% | +30,435+9.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 347,920 | $2,971 萬 | 0.05% | +49,695+16.7% | 加碼 |
| Handelsbanken Fonder AB | 350,424 | $2,993 萬 | 0.16% | +64,314+22.5% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 354,403 | $3,027 萬 | 0.82% | −248,709−41.2% | 減碼 |
| State of Michigan Retirement System | 358,226 | $3,059 萬 | 0.19% | −600−0.2% | 減碼 |
| Arizona State Retirement System | 358,529 | $3,062 萬 | 0.25% | +12,424+3.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 360,524 | $3,079 萬 | 0.45% | +16,384+4.8% | 加碼 |
| Agf Management Ltd | 363,189 | $3,102 萬 | 0.22% | +192,265+112.5% | 加碼 |
| TD Waterhouse Canada Inc. | 337,537 | $3,137 萬 | 0.31% | −43,891−11.5% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,153 萬 | 2.32% | 00.0% | 不變 |
| Fiduciary Trust Co | 377,039 | $3,220 萬 | 0.57% | −763−0.2% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 379,193 | $3,238 萬 | 1.07% | +5,921+1.6% | 加碼 |
| Zurich Insurance Group Ltd | 380,895 | $3,253 萬 | 0.34% | −36,485−8.7% | 減碼 |
| Allianz Asset Management GmbH | 389,625 | $3,327 萬 | 0.07% | −81,538−17.3% | 減碼 |
| NFJ Investment Group, LLC | 395,753 | $3,380 萬 | 0.90% | −10,417−2.6% | 減碼 |
| Conning Inc. | 399,146 | $3,402 萬 | 1.14% | +40,461+11.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 402,238 | $3,441 萬 | 0.45% | +47,357+13.3% | 加碼 |
| American International Group, Inc. | 407,960 | $3,484 萬 | 0.21% | −349−0.1% | 減碼 |
| Rafferty Asset Management, LLC | 417,959 | $3,569 萬 | 0.20% | −22,367−5.1% | 減碼 |
| Todd Asset Management LLC | 420,745 | $3,593 萬 | 0.84% | −87,593−17.2% | 減碼 |
| Commonwealth Equity Services, LLC | 434,331 | $3,709 萬 | 0.08% | +30,808+7.6% | 加碼 |
| GWM Advisors LLC | 448,052 | $3,826 萬 | 0.43% | −3,147−0.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 460,998 | $3,937 萬 | 0.28% | −75,273−14.0% | 減碼 |
| Pinnacle Associates Ltd | 462,559 | $3,950 萬 | 0.69% | +23,029+5.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 465,281 | $3,973 萬 | 0.83% | +337,791+265.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 471,008 | $4,022 萬 | 1.33% | +28,627+6.5% | 加碼 |
| Meitav Dash Investments Ltd | 470,400 | $4,023 萬 | 0.33% | +160,000+51.5% | 加碼 |
| Epoch Investment Partners, Inc. | 473,374 | $4,043 萬 | 0.23% | −52,336−10.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 508,931 | $4,107 萬 | 1.26% | −37,837−6.9% | 減碼 |
| Clark Capital Management Group, Inc. | 497,670 | $4,250 萬 | 0.38% | +13,032+2.7% | 加碼 |
| STRS Ohio | 497,691 | $4,250 萬 | 0.18% | −55,852−10.1% | 減碼 |
| Rathbone Brothers plc | 498,648 | $4,258 萬 | 0.40% | +47,567+10.5% | 加碼 |
| AXA S.A. | 505,305 | $4,315 萬 | 0.14% | −82,494−14.0% | 減碼 |
| Nisa Investment Advisors, LLC | 521,084 | $4,450 萬 | 0.33% | +6,001+1.2% | 加碼 |
| Asset Management One Co.,Ltd. | 526,278 | $4,494 萬 | 0.19% | −14,368−2.7% | 減碼 |
| Treasurer of the State of North Carolina | 529,664 | $4,523 萬 | 0.24% | −12,225−2.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 541,786 | $4,627 萬 | 0.45% | −71,097−11.6% | 減碼 |
| Royal London Asset Management Ltd | 544,986 | $4,654 萬 | 0.15% | +97,529+21.8% | 加碼 |
| TCW Group Inc | 545,833 | $4,661 萬 | 0.52% | −12,369−2.2% | 減碼 |
| Gateway Investment Advisers LLC | 556,618 | $4,754 萬 | 0.56% | +501+0.1% | 加碼 |
| National Bank of Canada | 553,362 | $4,770 萬 | 0.10% | +81,772+17.3% | 加碼 |
| Aviva PLC | 558,885 | $4,773 萬 | 0.19% | +211,275+60.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 559,065 | $4,774 萬 | 1.10% | −28,105−4.8% | 減碼 |
| Employees Retirement System of Texas | 564,000 | $4,817 萬 | 0.66% | 00.0% | 不變 |
| Woodley Farra Manion Portfolio Management Inc | 572,227 | $4,887 萬 | 3.15% | +10,281+1.8% | 加碼 |
| Kames Capital plc | 590,626 | $5,043 萬 | 0.82% | 00.0% | 不變 |
| KBC Group NV | 604,788 | $5,165 萬 | 0.21% | −324,436−34.9% | 減碼 |
| SEI Investments Co | 606,914 | $5,183 萬 | 0.09% | +60,366+11.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 617,033 | $5,269 萬 | 0.23% | +49,611+8.7% | 加碼 |
| Umb Bank N A | 620,565 | $5,300 萬 | 0.80% | −849−0.1% | 減碼 |
| Pictet Asset Management SA | 625,811 | $5,344 萬 | 0.06% | +8,154+1.3% | 加碼 |
| Mariner, LLC | 639,721 | $5,463 萬 | 0.15% | +324,020+102.6% | 加碼 |
| Public Employees Retirement System of Ohio | 659,419 | $5,631 萬 | 0.23% | −63,195−8.7% | 減碼 |
| Factory Mutual Insurance Co | 670,050 | $5,722 萬 | 0.84% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 679,232 | $5,800 萬 | 0.13% | −191,097−22.0% | 減碼 |
| Canoe Financial LP | 679,080 | $5,802 萬 | 1.21% | −30,195−4.3% | 減碼 |
| CIBC World Markets Inc. | 684,125 | $5,842 萬 | 0.20% | +3,059+0.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 712,616 | $6,086 萬 | 0.14% | −7,901−1.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 712,859 | $6,095 萬 | 0.14% | −2,525−0.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 713,954 | $6,097 萬 | 1.43% | −2,501−0.3% | 減碼 |
| Clearbridge Investments, LLC | 718,980 | $6,140 萬 | 0.06% | +13,499+1.9% | 加碼 |
| US Bancorp | 729,942 | $6,234 萬 | 0.10% | +18,319+2.6% | 加碼 |
| Bank of Nova Scotia | 733,946 | $6,268 萬 | 0.16% | +278,953+61.3% | 加碼 |
| M&T Bank Corp | 734,737 | $6,275 萬 | 0.23% | −4,001−0.5% | 減碼 |
| Ninety One UK Ltd | 736,247 | $6,288 萬 | 0.18% | −69,651−8.6% | 減碼 |
| HighTower Advisors, LLC | 759,117 | $6,309 萬 | 0.12% | −127,404−14.4% | 減碼 |
| AMF Pensionsforsakring AB | 739,109 | $6,316 萬 | 0.58% | −40,270−5.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 741,521 | $6,333 萬 | 0.21% | −4,888−0.7% | 減碼 |
| UniSuper Management Pty Ltd | 741,745 | $6,335 萬 | 0.72% | +741,745 | 新進 |
| Pzena Investment Management LLC | 750,196 | $6,407 萬 | 0.27% | −4,260−0.6% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 754,225 | $6,441 萬 | 0.24% | −9,662−1.3% | 減碼 |
| Storebrand Asset Management AS | 769,895 | $6,575 萬 | 0.30% | +8,380+1.1% | 加碼 |
| Calamos Advisors LLC | 775,981 | $6,627 萬 | 0.34% | +10,069+1.3% | 加碼 |
| RBF Capital, LLC | 880,432 | $6,953 萬 | 4.33% | +70,000+8.6% | 加碼 |
| DnB Asset Management AS | 815,047 | $6,961 萬 | 0.40% | −8,778−1.1% | 減碼 |
| Aristotle Capital Management, LLC | 820,000 | $7,003 萬 | 0.14% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 826,263 | $7,056 萬 | 0.30% | −111,966−11.9% | 減碼 |
| State of Wisconsin Investment Board | 838,954 | $7,165 萬 | 0.20% | −174,690−17.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 840,431 | $7,177 萬 | 0.14% | −216,420−20.5% | 減碼 |
| Balyasny Asset Management LLC | 848,410 | $7,245 萬 | 0.20% | +653,496+335.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 850,886 | $7,267 萬 | 0.19% | −89,058−9.5% | 減碼 |
| LPL Financial LLC | 867,951 | $7,412 萬 | 0.05% | −1,547−0.2% | 減碼 |
| Hamlin Capital Management, LLC | 896,935 | $7,660 萬 | 2.57% | +896,935 | 新進 |
| Voya Investment Management LLC | 924,224 | $7,893 萬 | 0.08% | −129,318−12.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 945,915 | $8,078 萬 | 0.18% | −382,620−28.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 964,914 | $8,240 萬 | 0.69% | −98,740−9.3% | 減碼 |
| Retirement Systems of Alabama | 971,570 | $8,297 萬 | 0.37% | −90,096−8.5% | 減碼 |
| Swedbank AB | 991,876 | $8,471 萬 | 0.15% | +30,464+3.2% | 加碼 |
| Eminence Capital, LP | 1,014,566 | $8,664 萬 | 1.56% | −106,885−9.5% | 減碼 |
| Commerce Bank | 1,021,634 | $8,725 萬 | 0.65% | −65,131−6.0% | 減碼 |
| Intech Investment Management LLC | 1,027,284 | $8,773 萬 | 0.90% | +63,480+6.6% | 加碼 |
| Artisan Partners Limited Partnership | 1,033,066 | $8,822 萬 | 0.14% | +16,600+1.6% | 加碼 |
| Russell Investments Group, Ltd. | 1,034,077 | $8,829 萬 | 0.17% | +65,801+6.8% | 加碼 |
| Truist Financial Corp | 1,038,932 | $8,872 萬 | 0.15% | −11,266−1.1% | 減碼 |
| Douglas Lane & Associates, LLC | 1,053,100 | $8,993 萬 | 1.45% | −8,631−0.8% | 減碼 |