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
- 1,689
- 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 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 282,706 | $2,414 萬 | 0.03% | +271,367+2,393.2% | 加碼 |
| Public Sector Pension Investment Board | 280,353 | $2,394 萬 | 0.17% | −19,002−6.3% | 減碼 |
| Keybank National Association | 277,203 | $2,367 萬 | 0.11% | −4,503−1.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 274,842 | $2,347 萬 | 1.64% | +274,842 | 新進 |
| Advisor Group Holdings, Inc. | 274,520 | $2,342 萬 | 0.04% | −13,335−4.6% | 減碼 |
| Bollard Group LLC | 273,868 | $2,339 萬 | 0.80% | +1,995+0.7% | 加碼 |
| Matrix Asset Advisors Inc | 270,714 | $2,312 萬 | 3.19% | +7,386+2.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 266,500 | $2,276 萬 | 0.06% | −143,600−35.0% | 減碼 |
| CIBC World Markets Corp | 265,679 | $2,269 萬 | 0.18% | −5,945−2.2% | 減碼 |
| Argent Capital Management LLC | 265,335 | $2,266 萬 | 0.73% | −4,656−1.7% | 減碼 |
| Blue Chip Partners, Inc. | 265,157 | $2,264 萬 | 2.57% | +1,254+0.5% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 261,869 | $2,236 萬 | 0.93% | 00.0% | 不變 |
| Forsta Ap-Fonden | 260,263 | $2,223 萬 | 0.24% | −8,200−3.1% | 減碼 |
| Gabelli Funds LLC | 258,426 | $2,207 萬 | 0.17% | −2,219−0.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 256,283 | $2,189 萬 | 0.03% | +9,823+4.0% | 加碼 |
| Heritage Investors Management Corp | 255,606 | $2,183 萬 | 0.87% | +3,546+1.4% | 加碼 |
| Camden Capital, LLC | 251,870 | $2,151 萬 | 2.45% | +790.0% | 加碼 |
| IFM Investors Pty Ltd | 250,719 | $2,141 萬 | 0.28% | +8,694+3.6% | 加碼 |
| Wealth High Governance Capital Ltda | 250,000 | $2,135 萬 | 8.95% | +250,000 | 新進 |
| Kettle Hill Capital Management, LLC | 249,946 | $2,135 萬 | 4.23% | +249,946 | 新進 |
| Harvest Portfolios Group Inc. | 248,810 | $2,125 萬 | 0.97% | +13,598+5.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 247,423 | $2,114 萬 | 0.14% | +12,029+5.1% | 加碼 |
| Maple Capital Management, Inc. | 246,731 | $2,107 萬 | 2.30% | +5,617+2.3% | 加碼 |
| Teacher Retirement System of Texas | 245,584 | $2,097 萬 | 0.14% | −49,773−16.9% | 減碼 |
| Rockefeller Capital Management L.P. | 245,309 | $2,094 萬 | 0.08% | +85,941+53.9% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 235,456 | $2,011 萬 | 0.93% | +2,297+1.0% | 加碼 |
| LGT Capital Partners Ltd. | 234,827 | $2,005 萬 | 0.69% | +17,957+8.3% | 加碼 |
| New York Life Investment Management LLC | 234,032 | $1,999 萬 | 0.21% | −2,036−0.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 215,640 | $1,975 萬 | 0.42% | −11,772−5.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 228,882 | $1,955 萬 | 0.21% | −12,715−5.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 227,193 | $1,940 萬 | 0.15% | +5,709+2.6% | 加碼 |
| Earnest Partners LLC | 227,027 | $1,939 萬 | 0.11% | +19,751+9.5% | 加碼 |
| Bailard, Inc. | 224,525 | $1,917 萬 | 0.67% | −1,926−0.9% | 減碼 |
| RMB Capital Management, LLC | 224,216 | $1,915 萬 | 0.63% | −4,725−2.1% | 減碼 |
| CIBC Asset Management Inc | 221,731 | $1,894 萬 | 0.07% | −2,162−1.0% | 減碼 |
| USS Investment Management Ltd | 218,541 | $1,866 萬 | 0.22% | 00.0% | 不變 |
| Cerity Partners LLC | 214,834 | $1,835 萬 | 0.07% | +80,147+59.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 214,333 | $1,830 萬 | 0.22% | −7,600−3.4% | 減碼 |
| Chartwell Investment Partners, LLC | 213,951 | $1,827 萬 | 0.66% | −33,971−13.7% | 減碼 |
| Mutual of America Capital Management LLC | 213,807 | $1,826 萬 | 0.21% | −291−0.1% | 減碼 |
| Boston Common Asset Management, LLC | 211,356 | $1,805 萬 | 0.39% | −61,269−22.5% | 減碼 |
| Twinbeech Capital LP | 211,150 | $1,803 萬 | 0.36% | +134,840+176.7% | 加碼 |
| Tiaa, FSB | 209,738 | $1,791 萬 | 0.06% | −7,488−3.4% | 減碼 |
| Acadian Asset Management LLC | 209,601 | $1,790 萬 | 0.07% | +23,286+12.5% | 加碼 |
| Capital Fund Management S.A. | 207,429 | $1,771 萬 | 0.28% | +207,429 | 新進 |
| Utah Retirement Systems | 206,368 | $1,762 萬 | 0.24% | −13,200−6.0% | 減碼 |
| LGT Group Foundation | 205,656 | $1,756 萬 | 0.43% | +176,605+607.9% | 加碼 |
| Achmea Investment Management B.V. | 205,588 | $1,756 萬 | 0.37% | +42,451+26.0% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 204,493 | $1,746 萬 | 3.64% | −2,373−1.1% | 減碼 |
| Yousif Capital Management, LLC | 204,285 | $1,745 萬 | 0.21% | +1,717+0.8% | 加碼 |
| Putnam Investments LLC | 202,911 | $1,733 萬 | 0.03% | 00.0% | 不變 |
| LVM Capital Management Ltd | 202,760 | $1,732 萬 | 2.31% | +4,600+2.3% | 加碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,727 萬 | 0.08% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 200,735 | $1,714 萬 | 0.08% | −8,907−4.2% | 減碼 |
| Braun Stacey Associates Inc | 200,552 | $1,713 萬 | 0.80% | −102,220−33.8% | 減碼 |
| Grand Jean Capital Management Inc | 197,855 | $1,690 萬 | 5.73% | +53,473+37.0% | 加碼 |
| Hallmark Capital Management Inc | 197,811 | $1,689 萬 | 1.52% | −1,742−0.9% | 減碼 |
| State of Alaska, Department of Revenue | 195,902 | $1,673 萬 | 0.20% | −1,866−0.9% | 減碼 |
| Abner Herrman & Brock LLC | 194,912 | $1,665 萬 | 2.44% | −19,322−9.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 194,362 | $1,660 萬 | 0.02% | +1,180+0.6% | 加碼 |
| MAI Capital Management | 194,014 | $1,657 萬 | 0.24% | +11,225+6.1% | 加碼 |
| Baird Financial Group, Inc. | 191,878 | $1,639 萬 | 0.04% | +2,270+1.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 191,578 | $1,636 萬 | 0.24% | −40,150−17.3% | 減碼 |
| Pacific Heights Asset Management LLC | 190,000 | $1,623 萬 | 1.47% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,610 萬 | 0.20% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 187,691 | $1,603 萬 | 0.08% | −151,750−44.7% | 減碼 |
| Twin Tree Management, LP | 186,072 | $1,589 萬 | 0.33% | +64,760+53.4% | 加碼 |
| Bridger Management, LLC | 181,914 | $1,554 萬 | 5.15% | −62,400−25.5% | 減碼 |
| MML Investors Services, LLC | 181,871 | $1,553 萬 | 0.09% | +29,071+19.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 181,556 | $1,551 萬 | 0.96% | 00.0% | 不變 |
| Guggenheim Capital LLC | 179,584 | $1,534 萬 | 0.12% | +7,582+4.4% | 加碼 |
| Edgar Lomax Co | 179,515 | $1,533 萬 | 1.01% | −2,460−1.4% | 減碼 |
| Assetmark, Inc | 179,251 | $1,531 萬 | 0.06% | +23,649+15.2% | 加碼 |
| Bridgecreek Investment Management, LLC | 178,205 | $1,522 萬 | 2.91% | −3,975−2.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 178,125 | $1,521 萬 | 0.60% | −2,001−1.1% | 減碼 |
| Glenmede Trust Co NA | 172,080 | $1,511 萬 | 0.09% | 00.0% | 不變 |
| Polaris Wealth Advisory Group, LLC | 176,374 | $1,506 萬 | 1.14% | −613−0.3% | 減碼 |
| Tredje AP-fonden | 174,590 | $1,491 萬 | 0.21% | −278,787−61.5% | 減碼 |
| Connors Investor Services Inc | 171,273 | $1,463 萬 | 1.66% | +97,292+131.5% | 加碼 |
| Oppenheimer & Co Inc | 170,863 | $1,459 萬 | 0.29% | +6,494+4.0% | 加碼 |
| Cornerstone Advisors, LLC | 170,100 | $1,453 萬 | 0.69% | 00.0% | 不變 |
| Blair William & Co | 169,957 | $1,451 萬 | 0.05% | −6,639−3.8% | 減碼 |
| Swiss Life Asset Management Ltd | 162,335 | $1,387 萬 | 0.21% | −90,118−35.7% | 減碼 |
| Mercer Global Advisors Inc | 159,914 | $1,366 萬 | 0.05% | +24,148+17.8% | 加碼 |
| Core Alternative Capital | 159,189 | $1,359 萬 | 1.99% | −27,147−14.6% | 減碼 |
| Creative Planning | 158,101 | $1,350 萬 | 0.02% | +10,866+7.4% | 加碼 |
| Captrust Financial Advisors | 154,862 | $1,323 萬 | 0.05% | −2,579−1.6% | 減碼 |
| Czech National Bank | 154,213 | $1,317 萬 | 0.30% | +300+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 153,610 | $1,312 萬 | 0.06% | −15,732−9.3% | 減碼 |
| Pittenger & Anderson Inc | 153,099 | $1,307 萬 | 0.63% | −920−0.6% | 減碼 |
| Bessemer Group Inc | 150,302 | $1,284 萬 | 0.03% | +1,393+0.9% | 加碼 |
| Credit Agricole S A | 149,990 | $1,281 萬 | 0.42% | +53,552+55.5% | 加碼 |
| Xponance, Inc. | 149,937 | $1,280 萬 | 0.17% | −2,711−1.8% | 減碼 |
| Wesbanco Bank Inc | 147,685 | $1,261 萬 | 0.53% | +62,696+73.8% | 加碼 |
| Copeland Capital Management, LLC | 147,640 | $1,261 萬 | 0.26% | +72,984+97.8% | 加碼 |
| Appleton Partners Inc | 147,606 | $1,261 萬 | 1.06% | +7,307+5.2% | 加碼 |
| Cullinan Associates Inc | 145,919 | $1,246 萬 | 0.68% | +5,351+3.8% | 加碼 |
| Peapack Gladstone Financial Corp | 142,061 | $1,213 萬 | 0.22% | +8,919+6.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141,338 | $1,207 萬 | 0.04% | −30,521−17.8% | 減碼 |
| Wade G W & Inc | 138,388 | $1,182 萬 | 0.43% | −8,783−6.0% | 減碼 |