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 2,746 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 3 季 13F 持有人
Morgan Stanley 在 2023/9/30 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
- 1,670
- 較 2023 年第 2 季 +5 家
- 持有股數
- 13.8 億
- 較 2023 年第 2 季 −815.2 萬 (−0.6%)
- 總市值
- $1,127 億
- 較 2023 年第 2 季 −$58.1 億 (−4.9%)
- 新進機構
- 121
- 另有 672 家加碼
- 清倉機構
- 116
- 另有 627 家減碼
另有 23 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 2,746 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 188,618 | $1,540 萬 | 0.13% | +9,034+5.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 190,980 | $1,560 萬 | 0.23% | −598−0.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 191,341 | $1,563 萬 | 0.08% | −9,394−4.7% | 減碼 |
| Eagle Capital Management LLC | 191,959 | $1,568 萬 | 0.07% | −895,491−82.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 193,633 | $1,581 萬 | 0.21% | −20,700−9.7% | 減碼 |
| Yousif Capital Management, LLC | 194,275 | $1,587 萬 | 0.20% | −10,010−4.9% | 減碼 |
| Abner Herrman & Brock LLC | 195,735 | $1,599 萬 | 2.45% | +823+0.4% | 加碼 |
| MAI Capital Management | 197,232 | $1,611 萬 | 0.24% | +3,218+1.7% | 加碼 |
| Assetmark, Inc | 199,711 | $1,631 萬 | 0.07% | +20,460+11.4% | 加碼 |
| LVM Capital Management Ltd | 201,705 | $1,647 萬 | 2.32% | −1,055−0.5% | 減碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,652 萬 | 0.08% | 00.0% | 不變 |
| Camden Capital, LLC | 202,396 | $1,653 萬 | 1.96% | −49,474−19.6% | 減碼 |
| Annex Advisory Services, LLC | 203,418 | $1,661 萬 | 1.01% | +97,420+91.9% | 加碼 |
| Mutual of America Capital Management LLC | 204,067 | $1,667 萬 | 0.21% | −9,740−4.6% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 204,493 | $1,670 萬 | 3.60% | 00.0% | 不變 |
| MML Investors Services, LLC | 205,772 | $1,681 萬 | 0.09% | +23,901+13.1% | 加碼 |
| Grand Jean Capital Management Inc | 197,855 | $1,685 萬 | 5.23% | 00.0% | 不變 |
| Utah Retirement Systems | 206,868 | $1,689 萬 | 0.24% | +500+0.2% | 加碼 |
| Boston Common Asset Management, LLC | 207,029 | $1,691 萬 | 0.40% | −4,327−2.0% | 減碼 |
| Connors Investor Services Inc | 208,227 | $1,701 萬 | 2.09% | +36,954+21.6% | 加碼 |
| Putnam Investments LLC | 209,076 | $1,708 萬 | 0.03% | +6,165+3.0% | 加碼 |
| Tiaa Trust, National Association | 209,102 | $1,708 萬 | 0.06% | +209,102 | 新進 |
| Cerity Partners LLC | 210,426 | $1,719 萬 | 0.08% | −4,408−2.1% | 減碼 |
| Chartwell Investment Partners, LLC | 213,054 | $1,740 萬 | 0.67% | −897−0.4% | 減碼 |
| CIBC Asset Management Inc | 214,808 | $1,754 萬 | 0.07% | −6,923−3.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 217,951 | $1,780 萬 | 1.63% | +83,000+61.5% | 加碼 |
| Bailard, Inc. | 218,410 | $1,784 萬 | 0.59% | −6,115−2.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 225,106 | $1,804 萬 | 0.41% | +9,466+4.4% | 加碼 |
| Earnest Partners LLC | 221,049 | $1,805 萬 | 0.10% | −5,978−2.6% | 減碼 |
| Braun Stacey Associates Inc | 221,254 | $1,807 萬 | 0.88% | +20,702+10.3% | 加碼 |
| Rockefeller Capital Management L.P. | 221,755 | $1,811 萬 | 0.07% | −23,554−9.6% | 減碼 |
| USS Investment Management Ltd | 222,811 | $1,820 萬 | 0.20% | +4,270+2.0% | 加碼 |
| Czech National Bank | 222,995 | $1,821 萬 | 0.29% | +68,782+44.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 223,270 | $1,823 萬 | 0.21% | −5,612−2.5% | 減碼 |
| New York Life Investment Management LLC | 225,301 | $1,840 萬 | 0.20% | −8,731−3.7% | 減碼 |
| LGT Capital Partners Ltd. | 231,257 | $1,889 萬 | 0.68% | −3,570−1.5% | 減碼 |
| RMB Capital Management, LLC | 234,047 | $1,911 萬 | 0.65% | +9,831+4.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 234,120 | $1,912 萬 | 0.94% | −1,336−0.6% | 減碼 |
| Hallmark Capital Management Inc | 240,790 | $1,967 萬 | 1.64% | +42,979+21.7% | 加碼 |
| Argent Capital Management LLC | 240,875 | $1,967 萬 | 0.70% | −24,460−9.2% | 減碼 |
| QRG Capital Management, Inc. | 246,049 | $2,009 萬 | 0.35% | +246,049 | 新進 |
| Maple Capital Management, Inc. | 247,632 | $2,022 萬 | 2.31% | +901+0.4% | 加碼 |
| Baird Financial Group, Inc. | 249,170 | $2,035 萬 | 0.06% | +57,292+29.9% | 加碼 |
| Erste Asset Management GmbH | 250,111 | $2,050 萬 | 0.35% | +119,074+90.9% | 加碼 |
| Harvest Portfolios Group Inc. | 254,119 | $2,075 萬 | 0.98% | +5,309+2.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 256,535 | $2,095 萬 | 0.17% | +29,342+12.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 257,874 | $2,106 萬 | 0.05% | −36,912−12.5% | 減碼 |
| Heritage Investors Management Corp | 257,965 | $2,107 萬 | 0.88% | +2,359+0.9% | 加碼 |
| IFM Investors Pty Ltd | 258,207 | $2,109 萬 | 0.28% | +7,488+3.0% | 加碼 |
| Forsta Ap-Fonden | 258,863 | $2,114 萬 | 0.24% | −1,400−0.5% | 減碼 |
| Gabelli Funds LLC | 258,951 | $2,115 萬 | 0.17% | +525+0.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 262,309 | $2,143 萬 | 0.14% | +14,886+6.0% | 加碼 |
| Bollard Group LLC | 264,656 | $2,161 萬 | 0.80% | −9,212−3.4% | 減碼 |
| Mackenzie Financial Corp | 277,466 | $2,165 萬 | 0.04% | −12,056−4.2% | 減碼 |
| Blue Chip Partners, Inc. | 267,646 | $2,186 萬 | 2.60% | +2,489+0.9% | 加碼 |
| Mizuho Markets Americas LLC | 269,470 | $2,201 萬 | 0.82% | +269,470 | 新進 |
| Matrix Asset Advisors Inc | 272,057 | $2,222 萬 | 3.17% | +1,343+0.5% | 加碼 |
| Keybank National Association | 272,188 | $2,223 萬 | 0.11% | −5,015−1.8% | 減碼 |
| NFJ Investment Group, LLC | 277,794 | $2,269 萬 | 0.66% | −117,959−29.8% | 減碼 |
| ProShare Advisors LLC | 280,967 | $2,295 萬 | 0.07% | −12,711−4.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 284,401 | $2,323 萬 | 1.99% | +174+0.1% | 加碼 |
| Teacher Retirement System of Texas | 287,460 | $2,348 萬 | 0.16% | +41,876+17.1% | 加碼 |
| Meitav Dash Investments Ltd | 285,544 | $2,365 萬 | 0.38% | −184,856−39.3% | 減碼 |
| Ofi Invest Asset Management | 309,169 | $2,385 萬 | 0.86% | −383−0.1% | 減碼 |
| Public Sector Pension Investment Board | 292,480 | $2,389 萬 | 0.18% | +12,127+4.3% | 加碼 |
| Texas Permanent School Fund | 292,693 | $2,390 萬 | 0.23% | −11,818−3.9% | 減碼 |
| Vontobel Holding Ltd. | 307,248 | $2,509 萬 | 0.23% | −8,662−2.7% | 減碼 |
| Chilton Capital Management LLC | 309,661 | $2,529 萬 | 1.42% | +261+0.1% | 加碼 |
| MetLife Investment Management | 314,124 | $2,565 萬 | 0.20% | −14,537−4.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 314,147 | $2,566 萬 | 0.13% | +238,791+316.9% | 加碼 |
| Amalgamated Bank | 315,061 | $2,573 萬 | 0.22% | −6,852−2.1% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 319,869 | $2,612 萬 | 1.12% | +58,000+22.1% | 加碼 |
| Gradient Investments LLC | 320,399 | $2,617 萬 | 0.69% | +8,358+2.7% | 加碼 |
| HRT Financial LP | 331,539 | $2,708 萬 | 0.27% | +331,539 | 新進 |
| Kettle Hill Capital Management, LLC | 333,678 | $2,725 萬 | 6.07% | +83,732+33.5% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 333,745 | $2,726 萬 | 1.99% | −2,050−0.6% | 減碼 |
| Comerica Bank | 335,587 | $2,741 萬 | 0.14% | +174,298+108.1% | 加碼 |
| Nomura Asset Management Co Ltd | 342,449 | $2,797 萬 | 0.13% | +3,535+1.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 345,098 | $2,818 萬 | 0.05% | −2,822−0.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 345,841 | $2,824 萬 | 0.84% | −8,562−2.4% | 減碼 |
| Janney Montgomery Scott LLC | 346,111 | $2,827 萬 | 0.11% | +17,378+5.3% | 加碼 |
| State of Michigan Retirement System | 349,726 | $2,856 萬 | 0.18% | −8,500−2.4% | 減碼 |
| Madison Asset Management, LLC | 353,420 | $2,886 萬 | 0.42% | +22,824+6.9% | 加碼 |
| Arizona State Retirement System | 354,547 | $2,896 萬 | 0.25% | −3,982−1.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 355,496 | $2,903 萬 | 0.45% | −5,028−1.4% | 減碼 |
| TD Waterhouse Canada Inc. | 322,402 | $2,932 萬 | 0.31% | −15,135−4.5% | 減碼 |
| Handelsbanken Fonder AB | 360,868 | $2,947 萬 | 0.16% | +10,444+3.0% | 加碼 |
| Agf Management Ltd | 362,638 | $2,962 萬 | 0.21% | −551−0.2% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,016 萬 | 2.29% | 00.0% | 不變 |
| Federated Hermes, Inc. | 369,487 | $3,018 萬 | 0.08% | +313,403+558.8% | 加碼 |
| Fiduciary Trust Co | 376,241 | $3,073 萬 | 0.56% | −798−0.2% | 減碼 |
| Bank of Nova Scotia | 382,157 | $3,121 萬 | 0.08% | −351,789−47.9% | 減碼 |
| Allianz Asset Management GmbH | 386,304 | $3,155 萬 | 0.06% | −3,321−0.9% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 387,155 | $3,162 萬 | 1.08% | +7,962+2.1% | 加碼 |
| American International Group, Inc. | 388,325 | $3,171 萬 | 0.21% | −19,635−4.8% | 減碼 |
| Conning Inc. | 393,350 | $3,207 萬 | 1.17% | −5,796−1.5% | 減碼 |
| Advisor Group Holdings, Inc. | 395,065 | $3,228 萬 | 0.05% | +120,545+43.9% | 加碼 |
| AMF Pensionsforsakring AB | 401,475 | $3,279 萬 | 0.32% | −337,634−45.7% | 減碼 |
| Hosking Partners LLP | 408,186 | $3,334 萬 | 1.48% | +68,463+20.2% | 加碼 |
| Capital Advisors Inc | 411,802 | $3,363 萬 | 0.88% | +406,845+8,207.5% | 加碼 |