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 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 | 2,745 | $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 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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 1,720,999 | $1.41 億 | 0.18% | +39,719+2.4% | 加碼 |
| Focused Investors LLC | 1,810,850 | $1.48 億 | 5.26% | −21,400−1.2% | 減碼 |
| Envestnet Asset Management Inc | 1,842,060 | $1.50 億 | 0.07% | +390,406+26.9% | 加碼 |
| Fifth Third Bancorp | 1,846,303 | $1.51 億 | 0.70% | +48,382+2.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,905,610 | $1.56 億 | 0.26% | +1,649,327+643.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,908,440 | $1.56 億 | 0.19% | +843,260+79.2% | 加碼 |
| Nordea Investment Management AB | 1,930,238 | $1.59 億 | 0.22% | −490,060−20.2% | 減碼 |
| California State Teachers Retirement System | 1,978,264 | $1.62 億 | 0.25% | −86,107−4.2% | 減碼 |
| National Pension Service | 1,981,452 | $1.63 億 | 0.26% | +36,081+1.9% | 加碼 |
| First Trust Advisors LP | 1,998,671 | $1.63 億 | 0.19% | +13,875+0.7% | 加碼 |
| CI Private Wealth, LLC | 2,028,777 | $1.66 億 | 0.38% | −18,426−0.9% | 減碼 |
| Citigroup Inc | 2,077,912 | $1.70 億 | 0.24% | −17,551−0.8% | 減碼 |
| New York State Common Retirement Fund | 2,089,370 | $1.71 億 | 0.25% | −137,986−6.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,250,667 | $1.84 億 | 0.16% | −6,518−0.3% | 減碼 |
| Primecap Management Co | 2,543,213 | $2.08 億 | 0.18% | −76,030−2.9% | 減碼 |
| Jane Street Group, LLC | 2,544,264 | $2.08 億 | 0.32% | +133,125+5.5% | 加碼 |
| Rhumbline Advisers | 2,556,762 | $2.09 億 | 0.24% | −8,996−0.4% | 減碼 |
| First Republic Investment Management, Inc. | 2,737,798 | $2.24 億 | 0.64% | +2,737,798 | 新進 |
| Deutsche Bank AG | 2,847,975 | $2.33 億 | 0.15% | −431,290−13.2% | 減碼 |
| Cullen Capital Management LLC | 2,893,433 | $2.36 億 | 2.76% | −61,173−2.1% | 減碼 |
| Credit Suisse AG | 2,917,877 | $2.38 億 | 0.25% | +3,516+0.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,007,239 | $2.46 億 | 0.20% | −52,800−1.7% | 減碼 |
| Alliancebernstein L.P. | 3,064,643 | $2.50 億 | 0.11% | −146,717−4.6% | 減碼 |
| Canada Pension Plan Investment Board | 3,099,255 | $2.53 億 | 0.37% | −217,341−6.6% | 減碼 |
| Lord, Abbett & Co. LLC | 3,116,025 | $2.54 億 | 0.95% | −7,114−0.2% | 減碼 |
| TD Asset Management Inc | 3,136,196 | $2.56 億 | 0.31% | +349,000+12.5% | 加碼 |
| HSBC Holdings PLC | 3,456,607 | $2.82 億 | 0.31% | +196,364+6.0% | 加碼 |
| Schroder Investment Management Group | 3,507,849 | $2.86 億 | 0.43% | +144,114+4.3% | 加碼 |
| California Public Employees Retirement System | 4,015,294 | $3.28 億 | 0.28% | +1,393,065+53.1% | 加碼 |
| Barclays PLC | 4,054,559 | $3.31 億 | 0.22% | +448,000+12.4% | 加碼 |
| Amundi | 4,613,527 | $3.64 億 | 0.18% | +858,213+22.9% | 加碼 |
| Wells Fargo & Company | 4,924,579 | $4.02 億 | 0.13% | +96,751+2.0% | 加碼 |
| Principal Financial Group Inc | 5,152,379 | $4.21 億 | 0.30% | −138,047−2.6% | 減碼 |
| Morgan Stanley | 5,823,481 | $4.76 億 | 0.05% | +74,499+1.3% | 加碼 |
| Boston Partners | 5,899,130 | $4.78 億 | 0.66% | +5,899,130 | 新進 |
| UBS Asset Management Americas Inc | 5,914,040 | $4.83 億 | 0.22% | −16,778−0.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,980,093 | $4.88 億 | 0.72% | +5,905,679+7,936.2% | 加碼 |
| Invesco Ltd. | 6,672,135 | $5.45 億 | 0.15% | +766,530+13.0% | 加碼 |
| Janus Henderson Group PLC | 7,022,129 | $5.74 億 | 0.38% | −312,776−4.3% | 減碼 |
| Bank of Montreal | 6,571,558 | $5.82 億 | 0.34% | +158,265+2.5% | 加碼 |
| Capital World Investors | 7,175,172 | $5.86 億 | 0.12% | −15,809,297−68.8% | 減碼 |
| UBS Group AG | 7,551,730 | $6.17 億 | 0.28% | +377,831+5.3% | 加碼 |
| Nuveen Asset Management, LLC | 7,788,696 | $6.36 億 | 0.22% | −56,240−0.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 8,082,128 | $6.60 億 | 0.38% | +483,859+6.4% | 加碼 |
| Charles Schwab Investment Management Inc | 8,437,777 | $6.84 億 | 0.20% | −19,622−0.2% | 減碼 |
| Legal & General Group Plc | 8,464,847 | $6.91 億 | 0.24% | −373,726−4.2% | 減碼 |
| Dimensional Fund Advisors LP | 9,192,232 | $7.51 億 | 0.25% | −560,887−5.8% | 減碼 |
| Norges Bank | 10,021,961 | $8.18 億 | 0.17% | −498,474−4.7% | 減碼 |
| Franklin Resources Inc | 11,533,381 | $9.42 億 | 0.48% | +346,006+3.1% | 加碼 |
| Goldman Sachs Group Inc | 12,431,951 | $10.2 億 | 0.26% | +1,302,699+11.7% | 加碼 |
| Northern Trust Corp | 13,107,965 | $10.7 億 | 0.21% | +277,909+2.2% | 加碼 |
| Bank of New York Mellon Corp | 13,159,271 | $10.7 億 | 0.24% | +415,531+3.3% | 加碼 |
| Royal Bank of Canada | 15,222,502 | $12.4 億 | 0.36% | −652,176−4.1% | 減碼 |
| Ameriprise Financial Inc | 16,994,546 | $13.9 億 | 0.46% | −916,833−5.1% | 減碼 |
| Massachusetts Financial Services Co | 19,622,118 | $16.0 億 | 0.56% | −697,756−3.4% | 減碼 |
| Fisher Asset Management, LLC | 19,733,279 | $16.1 億 | 0.91% | −182,649−0.9% | 減碼 |
| Price T Rowe Associates Inc | 21,257,070 | $17.4 億 | 0.25% | −1,941,466−8.4% | 減碼 |
| Capital International Investors | 22,633,897 | $18.5 億 | 0.47% | −1,829,546−7.5% | 減碼 |
| FMR LLC | 23,474,452 | $19.2 億 | 0.17% | +4,098,577+21.2% | 加碼 |
| Capital Research Global Investors | 23,488,751 | $19.2 億 | 0.53% | −4,584,264−16.3% | 減碼 |
| Bank of America Corp | 23,499,615 | $19.2 億 | 0.24% | −175,354−0.7% | 減碼 |
| Geode Capital Management, LLC | 23,620,478 | $19.2 億 | 0.23% | −5,5380.0% | 減碼 |
| Wellington Management Group LLP | 32,819,616 | $26.8 億 | 0.54% | −3,443,650−9.5% | 減碼 |
| JPMorgan Chase & Co | 52,713,950 | $43.1 億 | 0.50% | +2,902,571+5.8% | 加碼 |
| BlackRock Inc. | 87,625,023 | $71.6 億 | 0.21% | −3,010,570−3.3% | 減碼 |
| Vanguard Group Inc | 109,646,393 | $89.5 億 | 0.22% | −1,207,713−1.1% | 減碼 |
| State Street Corp | 111,790,911 | $91.3 億 | 0.51% | −2,733,607−2.4% | 減碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $308.0 億 | 100.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 248 | – | – | +150+153.1% | 加碼 |
| Quilter Plc | 8,055 | – | – | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −2,994−100.0% | 清倉 |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −736,247−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −274,842−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −211,150−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −187,691−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −181,556−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −72,511−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,119−100.0% | 清倉 |
| Clear Street LLC | 0 | $0 | 0.00% | −47,900−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −46,660−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −41,654−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −41,301−100.0% | 清倉 |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −40,570−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,779−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,866−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −23,418−100.0% | 清倉 |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,794−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −16,109−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,610−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −14,555−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,443−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,678−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,574−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,731−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,488−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,334−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −7,200−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,780−100.0% | 清倉 |