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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 150,939 | $1,233 萬 | 0.27% | −314,342−67.6% | 減碼 |
| Wealth High Governance Capital Ltda | 150,000 | $1,225 萬 | 4.26% | −100,000−40.0% | 減碼 |
| Wesbanco Bank Inc | 149,852 | $1,224 萬 | 0.53% | +2,167+1.5% | 加碼 |
| Peapack Gladstone Financial Corp | 149,418 | $1,220 萬 | 0.23% | +7,357+5.2% | 加碼 |
| Oak Harvest Investment Services | 149,140 | $1,218 萬 | 2.58% | +48,552+48.3% | 加碼 |
| Bessemer Group Inc | 148,159 | $1,210 萬 | 0.03% | −2,143−1.4% | 減碼 |
| Core Alternative Capital | 147,353 | $1,203 萬 | 1.86% | −11,836−7.4% | 減碼 |
| Scotia Capital Inc. | 147,302 | $1,203 萬 | 0.09% | +73,363+99.2% | 加碼 |
| Squarepoint Ops LLC | 146,756 | $1,199 萬 | 0.06% | +67,070+84.2% | 加碼 |
| Brown Advisory Inc | 146,688 | $1,198 萬 | 0.02% | +22,136+17.8% | 加碼 |
| Man Group plc | – | $1,183 萬 | 0.04% | – | – |
| Copeland Capital Management, LLC | 144,180 | $1,178 萬 | 0.25% | −3,460−2.3% | 減碼 |
| Oppenheimer & Co Inc | 142,064 | $1,160 萬 | 0.24% | −28,799−16.9% | 減碼 |
| Winslow Capital Management, LLC | 140,744 | $1,149 萬 | 0.05% | +27,716+24.5% | 加碼 |
| Nissay Asset Management Corp | 140,666 | $1,149 萬 | 0.10% | +4,753+3.5% | 加碼 |
| Argent Trust Co | 139,516 | $1,139 萬 | 0.62% | +3,050+2.2% | 加碼 |
| Crestwood Advisors Group LLC | 138,946 | $1,135 萬 | 0.30% | +944+0.7% | 加碼 |
| ExodusPoint Capital Management, LP | 137,366 | $1,122 萬 | 0.14% | +137,366 | 新進 |
| Wade G W & Inc | 137,221 | $1,121 萬 | 0.42% | −1,167−0.8% | 減碼 |
| Telos Capital Management, Inc. | 136,706 | $1,116 萬 | 1.55% | +6,189+4.7% | 加碼 |
| FineMark National Bank & Trust | 136,297 | $1,113 萬 | 0.48% | +490.0% | 加碼 |
| Citadel Advisors LLC | 135,550 | $1,107 萬 | 0.01% | −147,156−52.1% | 減碼 |
| Payden & Rygel | 134,510 | $1,099 萬 | 0.86% | −3,100−2.3% | 減碼 |
| Payden & Rygel Investment Group | 134,510 | $1,099 萬 | 0.86% | +134,510 | 新進 |
| Hancock Whitney Corp | 134,419 | $1,098 萬 | 0.45% | +2,026+1.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 132,024 | $1,078 萬 | 0.17% | +128,460+3,604.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,932 | $1,069 萬 | 0.17% | +3,854+3.0% | 加碼 |
| Wealthfront Advisers LLC | 129,891 | $1,061 萬 | 0.05% | +3,082+2.4% | 加碼 |
| Polar Capital Holdings Plc | 127,377 | $1,040 萬 | 0.08% | −495−0.4% | 減碼 |
| Easterly Investment Partners LLC | 123,791 | $1,011 萬 | 1.11% | +39,347+46.6% | 加碼 |
| Grassi Investment Management | 121,025 | $988.4 萬 | 1.14% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 117,925 | $964.4 萬 | 0.08% | +71,988+156.7% | 加碼 |
| Ethic Inc. | 117,602 | $960.5 萬 | 0.34% | −4,578−3.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 117,543 | $960.0 萬 | 0.20% | +19,355+19.7% | 加碼 |
| Daiwa Securities Group Inc. | 111,864 | $957.7 萬 | 0.07% | +6,341+6.0% | 加碼 |
| DuPont Capital Management Corp | 115,602 | $944.1 萬 | 0.82% | +65,570+131.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 114,909 | $938.4 萬 | 0.27% | −11,760−9.3% | 減碼 |
| Fred Alger Management, LLC | 113,974 | $930.8 萬 | 0.05% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 113,894 | $930.2 萬 | 0.09% | +552+0.5% | 加碼 |
| Flputnam Investment Management Co | 113,363 | $925.8 萬 | 0.26% | +4,844+4.5% | 加碼 |
| CWM, LLC | 112,619 | $919.8 萬 | 0.06% | +11,519+11.4% | 加碼 |
| Nomura Holdings Inc | 111,036 | $906.8 萬 | 0.10% | +62,730+129.9% | 加碼 |
| Cornerstone Advisors, LLC | 110,800 | $904.9 萬 | 0.42% | −59,300−34.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 109,534 | $894.6 萬 | 0.04% | +109,534 | 新進 |
| Westpac Banking Corp | 109,009 | $890.3 萬 | 0.67% | +5,635+5.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 108,500 | $886.1 萬 | 0.03% | −158,000−59.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 107,967 | $881.8 萬 | 0.11% | −2,372−2.1% | 減碼 |
| BTC Capital Management, Inc. | 106,921 | $873.2 萬 | 1.01% | +758+0.7% | 加碼 |
| Liontrust Investment Partners LLP | 106,000 | $865.7 萬 | 0.14% | +6,000+6.0% | 加碼 |
| Bayesian Capital Management, LP | 106,000 | $865.7 萬 | 0.99% | +106,000 | 新進 |
| Castleark Management LLC | 105,960 | $865.4 萬 | 0.44% | 00.0% | 不變 |
| JustInvest LLC | 105,852 | $864.5 萬 | 0.26% | +3,556+3.5% | 加碼 |
| AQR Capital Management LLC | 105,227 | $859.4 萬 | 0.02% | +13,334+14.5% | 加碼 |
| Capital Analysts, LLC | 105,107 | $858.4 萬 | 0.48% | +7,468+7.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 104,836 | $856.2 萬 | 0.26% | −25,890−19.8% | 減碼 |
| Power Corp of Canada | 104,077 | $850.0 萬 | 0.54% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 104,017 | $849.5 萬 | 0.46% | +44,725+75.4% | 加碼 |
| Ziegler Capital Management, LLC | 103,184 | $842.7 萬 | 0.34% | −3,456−3.2% | 減碼 |
| New Republic Capital, LLC | 101,848 | $831.8 萬 | 6.79% | −222−0.2% | 減碼 |
| Socorro Asset Management LP | 101,636 | $830.1 萬 | 3.88% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 101,490 | $828.9 萬 | 0.64% | +604+0.6% | 加碼 |
| Advisors Asset Management, Inc. | 100,141 | $817.9 萬 | 0.18% | −1,334−1.3% | 減碼 |
| Viking Fund Management LLC | 100,000 | $816.7 萬 | 1.65% | +25,000+33.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 99,270 | $810.7 萬 | 0.01% | −7,383−6.9% | 減碼 |
| Ieq Capital, LLC | 99,090 | $809.3 萬 | 0.16% | +171+0.2% | 加碼 |
| Brinker Capital Investments, LLC | 98,708 | $806.1 萬 | 0.10% | −13,094−11.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 98,708 | $806.1 萬 | 0.10% | −13,094−11.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 98,672 | $805.9 萬 | 0.11% | −2,772−2.7% | 減碼 |
| APG Asset Management N.V. | 98,394 | $803.6 萬 | 0.02% | +51,200+108.5% | 加碼 |
| Kentucky Retirement Systems | 97,479 | $796.1 萬 | 0.28% | −7,260−6.9% | 減碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $795.2 萬 | 2.84% | 00.0% | 不變 |
| Banco Santander, S.A. | 96,994 | $792.1 萬 | 0.11% | +17,702+22.3% | 加碼 |
| Cetera Investment Advisers | 95,989 | $773.3 萬 | 0.07% | −2,979−3.0% | 減碼 |
| FORA Capital, LLC | 94,451 | $771.4 萬 | 0.68% | +94,451 | 新進 |
| Synovus Financial Corp | 93,837 | $766.5 萬 | 0.09% | +1,077+1.2% | 加碼 |
| Capital International Inc | 93,390 | $762.7 萬 | 0.15% | −31,177−25.0% | 減碼 |
| Balyasny Asset Management LLC | 92,706 | $757.1 萬 | 0.02% | −755,704−89.1% | 減碼 |
| Maryland State Retirement & Pension System | 92,605 | $756.3 萬 | 0.17% | +756+0.8% | 加碼 |
| American Assets Investment Management, LLC | 92,000 | $751.4 萬 | 0.84% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 91,996 | $751.3 萬 | 0.11% | −28,564−23.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 91,960 | $751.0 萬 | 0.24% | +13,118+16.6% | 加碼 |
| Abn Amro Investment Solutions | 91,743 | $749.3 萬 | 0.15% | −3,125−3.3% | 減碼 |
| Securian Asset Management, Inc | 91,557 | $747.7 萬 | 0.22% | −14,680−13.8% | 減碼 |
| Ci Investments Inc. | 89,740 | $732.9 萬 | 0.04% | −1,145−1.3% | 減碼 |
| Mizuho Markets Cayman LP | 88,493 | $722.7 萬 | 3.20% | −6,745−7.1% | 減碼 |
| Aptus Capital Advisors, LLC | 87,756 | $716.7 萬 | 0.21% | −3,217−3.5% | 減碼 |
| Hartford Investment Management Co | 87,328 | $713.2 萬 | 0.29% | −4,672−5.1% | 減碼 |
| Fiduciary Alliance LLC | 86,909 | $709.8 萬 | 1.64% | +2,097+2.5% | 加碼 |
| Capula Management Ltd | 86,087 | $703.1 萬 | 0.46% | +86,087 | 新進 |
| Prudential PLC | 84,452 | $689.7 萬 | 0.08% | −4,894−5.5% | 減碼 |
| Shelton Capital Management | 83,196 | $679.5 萬 | 0.25% | −26,398−24.1% | 減碼 |
| Cetera Advisor Networks LLC | 87,538 | $677.8 萬 | 0.04% | +8,857+11.3% | 加碼 |
| Kinneret Advisory, LLC | 82,687 | $675.3 萬 | 0.83% | −49−0.1% | 減碼 |
| Sit Investment Associates Inc | 82,240 | $671.7 萬 | 0.18% | +7,400+9.9% | 加碼 |
| Kestra Advisory Services, LLC | 82,236 | $671.6 萬 | 0.07% | +25,195+44.2% | 加碼 |
| McGuire Investment Group, LLC | 81,969 | $669.4 萬 | 1.29% | +2,055+2.6% | 加碼 |
| Capstone Investment Advisors, LLC | 81,429 | $665.0 萬 | 0.18% | −3,451−4.1% | 減碼 |
| Wolverine Trading, LLC | 80,998 | $661.5 萬 | 0.07% | +42,653+111.2% | 加碼 |
| Pacer Advisors, Inc. | 80,866 | $660.4 萬 | 0.03% | −155−0.2% | 減碼 |
| Intact Investment Management Inc. | 80,800 | $659.9 萬 | 0.29% | −20,600−20.3% | 減碼 |