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
- 1,671
- 較 2023 年第 2 季 +5 家
- 持有股數
- 13.8 億
- 較 2023 年第 2 季 −815.1 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 673 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 |
|---|---|---|---|---|---|
| Eminence Capital, LP | 986,099 | $8,053 萬 | 1.59% | −28,467−2.8% | 減碼 |
| Swedbank AB | 986,009 | $8,053 萬 | 0.15% | −5,867−0.6% | 減碼 |
| Retirement Systems of Alabama | 963,986 | $7,873 萬 | 0.37% | −7,584−0.8% | 減碼 |
| Victory Capital Management Inc | 923,385 | $7,541 萬 | 0.09% | −154,913−14.4% | 減碼 |
| Brandywine Global Investment Management, LLC | 911,230 | $7,442 萬 | 0.65% | −53,684−5.6% | 減碼 |
| LPL Financial LLC | 909,480 | $7,428 萬 | 0.05% | +41,529+4.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 867,060 | $7,081 萬 | 0.17% | −78,855−8.3% | 減碼 |
| Clearbridge Investments, LLC | 860,175 | $7,025 萬 | 0.07% | +141,195+19.6% | 加碼 |
| National Bank of Canada | 867,869 | $6,976 萬 | 0.13% | +314,507+56.8% | 加碼 |
| Aristotle Capital Management, LLC | 820,000 | $6,697 萬 | 0.14% | 00.0% | 不變 |
| RBF Capital, LLC | 810,432 | $6,619 萬 | 4.37% | −70,000−8.0% | 減碼 |
| US Bancorp | 757,938 | $6,190 萬 | 0.10% | +27,996+3.8% | 加碼 |
| Calamos Advisors LLC | 750,716 | $6,131 萬 | 0.33% | −25,265−3.3% | 減碼 |
| Pzena Investment Management LLC | 749,246 | $6,119 萬 | 0.26% | −950−0.1% | 減碼 |
| Storebrand Asset Management AS | 747,975 | $6,109 萬 | 0.29% | −21,920−2.8% | 減碼 |
| UniSuper Management Pty Ltd | 736,200 | $6,013 萬 | 0.74% | −5,545−0.7% | 減碼 |
| DnB Asset Management AS | 726,662 | $5,935 萬 | 0.35% | −88,385−10.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 718,128 | $5,911 萬 | 0.14% | +5,269+0.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 722,208 | $5,898 萬 | 0.23% | −32,017−4.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 710,927 | $5,806 萬 | 0.21% | −30,594−4.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 701,335 | $5,728 萬 | 1.40% | −12,619−1.8% | 減碼 |
| M&T Bank Corp | 699,201 | $5,710 萬 | 0.23% | −35,536−4.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 687,775 | $5,617 萬 | 0.14% | −24,841−3.5% | 減碼 |
| CIBC World Markets Inc. | 682,541 | $5,574 萬 | 0.20% | −1,584−0.2% | 減碼 |
| State of Wisconsin Investment Board | 681,781 | $5,568 萬 | 0.17% | −157,173−18.7% | 減碼 |
| Thrivent Financial for Lutherans | 678,404 | $5,542 萬 | 0.13% | −828−0.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 675,548 | $5,517 萬 | 0.15% | −175,338−20.6% | 減碼 |
| Factory Mutual Insurance Co | 670,050 | $5,472 萬 | 0.76% | 00.0% | 不變 |
| Mariner, LLC | 655,422 | $5,353 萬 | 0.14% | +15,701+2.5% | 加碼 |
| Pictet Asset Management Holding SA | 647,621 | $5,289 萬 | 0.07% | +647,621 | 新進 |
| HighTower Advisors, LLC | 669,705 | $5,267 萬 | 0.10% | −89,412−11.8% | 減碼 |
| Public Employees Retirement System of Ohio | 609,617 | $4,979 萬 | 0.22% | −49,802−7.6% | 減碼 |
| Canoe Financial LP | 443,651 | $4,921 萬 | 1.38% | −235,429−34.7% | 減碼 |
| KBC Group NV | 592,384 | $4,838 萬 | 0.20% | −12,404−2.1% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 586,274 | $4,788 萬 | 3.19% | +14,047+2.5% | 加碼 |
| Umb Bank N A | 586,245 | $4,788 萬 | 0.77% | −34,320−5.5% | 減碼 |
| Royal London Asset Management Ltd | 582,875 | $4,762 萬 | 0.15% | +37,889+7.0% | 加碼 |
| SEI Investments Co | 580,827 | $4,744 萬 | 0.09% | −26,087−4.3% | 減碼 |
| Clark Capital Management Group, Inc. | 579,536 | $4,733 萬 | 0.47% | +81,866+16.4% | 加碼 |
| Aviva PLC | 577,996 | $4,720 萬 | 0.20% | +19,111+3.4% | 加碼 |
| Select Equity Group, L.P. | 565,262 | $4,616 萬 | 0.19% | +565,262 | 新進 |
| Employees Retirement System of Texas | 564,000 | $4,606 萬 | 0.68% | 00.0% | 不變 |
| AXA S.A. | 546,006 | $4,459 萬 | 0.16% | +40,701+8.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 541,786 | $4,425 萬 | 0.45% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 539,175 | $4,403 萬 | 0.20% | +12,897+2.5% | 加碼 |
| Rathbone Brothers plc | 537,996 | $4,394 萬 | 0.32% | +39,348+7.9% | 加碼 |
| Treasurer of the State of North Carolina | 534,424 | $4,365 萬 | 0.24% | +4,760+0.9% | 加碼 |
| Gateway Investment Advisers LLC | 530,869 | $4,336 萬 | 0.54% | −25,749−4.6% | 減碼 |
| Eisler Capital (UK) Ltd. | 530,788 | $4,335 萬 | 1.90% | +491,681+1,257.3% | 加碼 |
| CIBC World Markets Corp | 508,914 | $4,156 萬 | 0.41% | +243,235+91.6% | 加碼 |
| Intech Investment Management LLC | 502,067 | $4,100 萬 | 0.60% | −525,217−51.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 499,812 | $4,082 萬 | 0.33% | +38,814+8.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 495,377 | $4,046 萬 | 1.37% | +24,369+5.2% | 加碼 |
| Lazard Freres Gestion S.A.S. | 510,441 | $4,014 萬 | 1.27% | +1,510+0.3% | 加碼 |
| STRS Ohio | 490,985 | $4,010 萬 | 0.18% | −6,706−1.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 482,890 | $3,944 萬 | 0.17% | −134,143−21.7% | 減碼 |
| Nisa Investment Advisors, LLC | 478,347 | $3,907 萬 | 0.30% | −42,737−8.2% | 減碼 |
| Pinnacle Associates Ltd | 477,111 | $3,897 萬 | 0.72% | +14,552+3.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 460,791 | $3,764 萬 | 0.81% | −98,274−17.6% | 減碼 |
| Epoch Investment Partners, Inc. | 449,675 | $3,672 萬 | 0.23% | −23,699−5.0% | 減碼 |
| TCW Group Inc | 449,613 | $3,672 萬 | 0.46% | −96,220−17.6% | 減碼 |
| Commonwealth Equity Services, LLC | 448,852 | $3,666 萬 | 0.08% | +14,521+3.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 447,920 | $3,638 萬 | 0.49% | +45,682+11.4% | 加碼 |
| GWM Advisors LLC | 440,429 | $3,597 萬 | 0.40% | −7,623−1.7% | 減碼 |
| State of Tennessee, Treasury Department | 436,646 | $3,566 萬 | 0.14% | −389,617−47.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 435,000 | $3,553 萬 | 0.16% | +335,000+335.0% | 加碼 |
| Rafferty Asset Management, LLC | 428,115 | $3,496 萬 | 0.21% | +10,156+2.4% | 加碼 |
| Todd Asset Management LLC | 420,146 | $3,431 萬 | 0.82% | −599−0.1% | 減碼 |
| Capital Advisors Inc | 411,802 | $3,363 萬 | 0.88% | +406,845+8,207.5% | 加碼 |
| Hosking Partners LLP | 408,186 | $3,334 萬 | 1.48% | +68,463+20.2% | 加碼 |
| AMF Pensionsforsakring AB | 401,475 | $3,279 萬 | 0.32% | −337,634−45.7% | 減碼 |
| Advisor Group Holdings, Inc. | 395,065 | $3,228 萬 | 0.05% | +120,545+43.9% | 加碼 |
| Conning Inc. | 393,350 | $3,207 萬 | 1.17% | −5,796−1.5% | 減碼 |
| American International Group, Inc. | 388,325 | $3,171 萬 | 0.21% | −19,635−4.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 387,155 | $3,162 萬 | 1.08% | +7,962+2.1% | 加碼 |
| Allianz Asset Management GmbH | 386,304 | $3,155 萬 | 0.06% | −3,321−0.9% | 減碼 |
| Bank of Nova Scotia | 382,157 | $3,121 萬 | 0.08% | −351,789−47.9% | 減碼 |
| Fiduciary Trust Co | 376,241 | $3,073 萬 | 0.56% | −798−0.2% | 減碼 |
| Federated Hermes, Inc. | 369,487 | $3,018 萬 | 0.08% | +313,403+558.8% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,016 萬 | 2.29% | 00.0% | 不變 |
| Agf Management Ltd | 362,638 | $2,962 萬 | 0.21% | −551−0.2% | 減碼 |
| Handelsbanken Fonder AB | 360,868 | $2,947 萬 | 0.16% | +10,444+3.0% | 加碼 |
| TD Waterhouse Canada Inc. | 322,402 | $2,932 萬 | 0.31% | −15,135−4.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 355,496 | $2,903 萬 | 0.45% | −5,028−1.4% | 減碼 |
| Arizona State Retirement System | 354,547 | $2,896 萬 | 0.25% | −3,982−1.1% | 減碼 |
| Madison Asset Management, LLC | 353,420 | $2,886 萬 | 0.42% | +22,824+6.9% | 加碼 |
| State of Michigan Retirement System | 349,726 | $2,856 萬 | 0.18% | −8,500−2.4% | 減碼 |
| Janney Montgomery Scott LLC | 346,111 | $2,827 萬 | 0.11% | +17,378+5.3% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 345,841 | $2,824 萬 | 0.84% | −8,562−2.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 345,098 | $2,818 萬 | 0.05% | −2,822−0.8% | 減碼 |
| Nomura Asset Management Co Ltd | 342,449 | $2,797 萬 | 0.13% | +3,535+1.0% | 加碼 |
| Comerica Bank | 335,587 | $2,741 萬 | 0.14% | +174,298+108.1% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 333,745 | $2,726 萬 | 1.99% | −2,050−0.6% | 減碼 |
| Kettle Hill Capital Management, LLC | 333,678 | $2,725 萬 | 6.07% | +83,732+33.5% | 加碼 |
| HRT Financial LP | 331,539 | $2,708 萬 | 0.27% | +331,539 | 新進 |
| Gradient Investments LLC | 320,399 | $2,617 萬 | 0.69% | +8,358+2.7% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 319,869 | $2,612 萬 | 1.12% | +58,000+22.1% | 加碼 |
| Amalgamated Bank | 315,061 | $2,573 萬 | 0.22% | −6,852−2.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 314,147 | $2,566 萬 | 0.13% | +238,791+316.9% | 加碼 |
| MetLife Investment Management | 314,124 | $2,565 萬 | 0.20% | −14,537−4.4% | 減碼 |