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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 138,002 | $1,179 萬 | 0.37% | +921+0.7% | 加碼 |
| Payden & Rygel | 137,610 | $1,175 萬 | 0.83% | −190,590−58.1% | 減碼 |
| Argent Trust Co | 136,466 | $1,165 萬 | 0.63% | +8,777+6.9% | 加碼 |
| FineMark National Bank & Trust | 136,248 | $1,164 萬 | 0.48% | +728+0.5% | 加碼 |
| Nissay Asset Management Corp | 135,913 | $1,161 萬 | 0.10% | −3,474−2.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 134,951 | $1,152 萬 | 1.09% | 00.0% | 不變 |
| Hancock Whitney Corp | 132,393 | $1,131 萬 | 0.44% | +98,956+295.9% | 加碼 |
| Edge Capital Group, LLC | 131,198 | $1,120 萬 | 0.64% | +3,508+2.7% | 加碼 |
| Erste Asset Management GmbH | 131,037 | $1,117 萬 | 0.20% | −45,373−25.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 130,726 | $1,116 萬 | 0.33% | +29,513+29.2% | 加碼 |
| Telos Capital Management, Inc. | 130,517 | $1,115 萬 | 1.49% | +607+0.5% | 加碼 |
| Mark Asset Management LP | 129,229 | $1,104 萬 | 1.93% | −25,327−16.4% | 減碼 |
| Polar Capital Holdings Plc | 127,872 | $1,092 萬 | 0.07% | +18,419+16.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 127,078 | $1,085 萬 | 0.17% | +20,980+19.8% | 加碼 |
| Wealthfront Advisers LLC | 126,809 | $1,083 萬 | 0.05% | −15,964−11.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 126,669 | $1,082 萬 | 0.27% | −40,346−24.2% | 減碼 |
| Capital International Inc | 124,567 | $1,064 萬 | 0.19% | +22,409+21.9% | 加碼 |
| Brown Advisory Inc | 124,552 | $1,064 萬 | 0.02% | +10,810+9.5% | 加碼 |
| Ethic Inc. | 122,180 | $1,043 萬 | 0.39% | −1,808−1.5% | 減碼 |
| Norinchukin Bank, The | 122,049 | $1,042 萬 | 0.17% | +45,115+58.6% | 加碼 |
| Grassi Investment Management | 121,025 | $1,034 萬 | 1.14% | −1,700−1.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 120,560 | $1,030 萬 | 0.14% | −6,119−4.8% | 減碼 |
| Cinctive Capital Management LP | 116,862 | $998.0 萬 | 0.39% | +116,862 | 新進 |
| Fred Alger Management, LLC | 113,974 | $973.3 萬 | 0.05% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 113,342 | $967.9 萬 | 0.09% | +222+0.2% | 加碼 |
| Winslow Capital Management, LLC | 113,028 | $965.3 萬 | 0.04% | −790−0.7% | 減碼 |
| Brinker Capital Investments, LLC | 111,802 | $954.8 萬 | 0.10% | −6,670−5.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 111,802 | $954.8 萬 | 0.10% | −6,670−5.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 110,339 | $942.3 萬 | 0.11% | −334−0.3% | 減碼 |
| Shelton Capital Management | 109,594 | $935.9 萬 | 0.34% | −13,709−11.1% | 減碼 |
| Flputnam Investment Management Co | 108,519 | $926.8 萬 | 0.25% | −5,330−4.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 106,653 | $910.8 萬 | 0.01% | −45,241−29.8% | 減碼 |
| Ziegler Capital Management, LLC | 106,640 | $910.7 萬 | 0.35% | −4,591−4.1% | 減碼 |
| Securian Asset Management, Inc | 106,237 | $907.3 萬 | 0.23% | −1,765−1.6% | 減碼 |
| BTC Capital Management, Inc. | 106,163 | $905.7 萬 | 0.98% | −3,178−2.9% | 減碼 |
| Annex Advisory Services, LLC | 105,998 | $905.2 萬 | 0.50% | +105,998 | 新進 |
| SG Americas Securities, LLC | 105,967 | $905.0 萬 | 0.08% | +24,097+29.4% | 加碼 |
| Castleark Management LLC | 105,960 | $904.9 萬 | 0.41% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 105,670 | $902.4 萬 | 0.45% | −13,153−11.1% | 減碼 |
| Daiwa Securities Group Inc. | 105,523 | $901.1 萬 | 0.06% | +1,226+1.2% | 加碼 |
| Kentucky Retirement Systems | 104,739 | $894.5 萬 | 0.30% | +1,438+1.4% | 加碼 |
| Power Corp of Canada | 104,077 | $888.8 萬 | 0.92% | +7,174+7.4% | 加碼 |
| Westpac Banking Corp | 103,374 | $882.8 萬 | 0.62% | −227,444−68.8% | 減碼 |
| JustInvest LLC | 102,296 | $873.6 萬 | 0.27% | +4,282+4.4% | 加碼 |
| New Republic Capital, LLC | 102,070 | $871.7 萬 | 6.05% | −230.0% | 減碼 |
| Socorro Asset Management LP | 101,636 | $868.0 萬 | 3.67% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 101,475 | $866.6 萬 | 0.18% | −2,804−2.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 101,444 | $866.3 萬 | 0.10% | +169+0.2% | 加碼 |
| Intact Investment Management Inc. | 101,400 | $866.0 萬 | 0.35% | 00.0% | 不變 |
| CWM, LLC | 101,100 | $863.4 萬 | 0.05% | +11,530+12.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 100,886 | $861.6 萬 | 0.65% | +1,673+1.7% | 加碼 |
| Oak Harvest Investment Services | 100,588 | $859.0 萬 | 1.93% | +15,976+18.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 100,000 | $854.0 萬 | 0.04% | +100,000 | 新進 |
| Liontrust Investment Partners LLP | 100,000 | $854.0 萬 | 0.12% | +100,000 | 新進 |
| Ieq Capital, LLC | 98,919 | $844.8 萬 | 0.17% | −8,841−8.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 98,188 | $838.5 萬 | 0.17% | −4,977−4.8% | 減碼 |
| Capital Analysts, LLC | 97,639 | $833.8 萬 | 0.46% | +4,831+5.2% | 加碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $831.5 萬 | 2.93% | 00.0% | 不變 |
| Mizuho Markets Cayman LP | 95,238 | $813.3 萬 | 1.57% | +95,238 | 新進 |
| Cetera Investment Advisers | 98,968 | $813.2 萬 | 0.07% | +5,027+5.4% | 加碼 |
| AE Wealth Management LLC | 95,044 | $811.7 萬 | 0.05% | +13,977+17.2% | 加碼 |
| Abn Amro Investment Solutions | 94,868 | $810.2 萬 | 0.16% | −43,944−31.7% | 減碼 |
| Synovus Financial Corp | 92,760 | $792.2 萬 | 0.09% | +4,710+5.3% | 加碼 |
| Hartford Investment Management Co | 92,000 | $785.7 萬 | 0.30% | −18,582−16.8% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $785.7 萬 | 0.87% | 00.0% | 不變 |
| AQR Capital Management LLC | 91,893 | $784.8 萬 | 0.02% | −3,459−3.6% | 減碼 |
| Maryland State Retirement & Pension System | 91,849 | $784.4 萬 | 0.17% | −5,755−5.9% | 減碼 |
| Bokf, NA | 91,330 | $780.0 萬 | 0.16% | −3,506−3.7% | 減碼 |
| Aptus Capital Advisors, LLC | 90,973 | $776.9 萬 | 0.23% | −5,838−6.0% | 減碼 |
| Ci Investments Inc. | 90,885 | $776.2 萬 | 0.04% | −139,446−60.5% | 減碼 |
| Telemus Capital, LLC | 90,712 | $774.7 萬 | 0.65% | +641+0.7% | 加碼 |
| Prudential PLC | 89,346 | $763.0 萬 | 0.09% | −806−0.9% | 減碼 |
| Capital International Ltd | 88,665 | $757.2 萬 | 0.42% | −20,514−18.8% | 減碼 |
| Capstone Investment Advisors, LLC | 84,880 | $724.9 萬 | 0.21% | +33,658+65.7% | 加碼 |
| Fiduciary Alliance LLC | 84,812 | $724.3 萬 | 1.56% | +17,066+25.2% | 加碼 |
| Exchange Traded Concepts, LLC | 84,721 | $723.5 萬 | 0.18% | +83,035+4,925.0% | 加碼 |
| Easterly Investment Partners LLC | 84,444 | $721.2 萬 | 0.65% | +18,511+28.1% | 加碼 |
| Virginia Retirement Systems Et Al | 84,100 | $718.2 萬 | 0.07% | +84,100 | 新進 |
| Capital International Sarl | 84,048 | $717.8 萬 | 0.32% | −8,232−8.9% | 減碼 |
| Kinneret Advisory, LLC | 82,736 | $706.6 萬 | 0.84% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 81,021 | $691.9 萬 | 0.03% | −782−1.0% | 減碼 |
| Private Advisor Group, LLC | 79,720 | $691.9 萬 | 0.06% | −7,353−8.4% | 減碼 |
| White Pine Investment CO | 80,720 | $689.3 萬 | 2.38% | −559−0.7% | 減碼 |
| Louisiana State Employees Retirement System | 80,600 | $688.3 萬 | 0.15% | −4,300−5.1% | 減碼 |
| DCM Advisors, LLC | 80,579 | $688.1 萬 | 2.95% | −293−0.4% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 80,492 | $687.4 萬 | 0.74% | +80,492 | 新進 |
| McGuire Investment Group, LLC | 79,914 | $682.5 萬 | 1.27% | −1,913−2.3% | 減碼 |
| Squarepoint Ops LLC | 79,686 | $680.5 萬 | 0.04% | +79,686 | 新進 |
| Banco Santander, S.A. | 79,292 | $677.2 萬 | 0.09% | −4,948−5.9% | 減碼 |
| Burns J W & Co Inc | 79,195 | $676.3 萬 | 1.08% | −881−1.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 78,842 | $673.3 萬 | 0.23% | +2,040+2.7% | 加碼 |
| Hourglass Capital, LLC | 78,742 | $672.5 萬 | 2.34% | −2,950−3.6% | 減碼 |
| Hennessy Advisors Inc | 78,600 | $671.2 萬 | 0.48% | −5,000−6.0% | 減碼 |
| Cresset Asset Management, LLC | 78,580 | $671.1 萬 | 0.05% | +50,887+183.8% | 加碼 |
| La Banque Postale Asset Management SA | 78,203 | $667.9 萬 | 0.16% | −13,150−14.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 78,177 | $667.6 萬 | 0.13% | +59,305+314.2% | 加碼 |
| Logan Capital Management Inc | 77,815 | $664.5 萬 | 0.32% | −974−1.2% | 減碼 |
| Amica Mutual Insurance Co | 77,433 | $661.3 萬 | 0.75% | +7,377+10.5% | 加碼 |
| Howe & Rusling Inc | 76,435 | $652.8 萬 | 0.73% | +416+0.5% | 加碼 |
| D.A. Davidson & Co. | 76,216 | $650.9 萬 | 0.07% | −8,620−10.2% | 減碼 |