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 4 季 13F 持有人
Morgan Stanley 在 2023/12/31 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
- 1,760
- 較 2023 年第 3 季 +123 家
- 持有股數
- 13.8 億
- 較 2023 年第 3 季 −26.8 萬 (0.0%)
- 總市值
- $1,283 億
- 較 2023 年第 3 季 +$158.4 億 (+14.1%)
- 新進機構
- 246
- 另有 600 家加碼
- 清倉機構
- 123
- 另有 714 家減碼
另有 33 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 208,668 | $1,946 萬 | 0.25% | +1,800+0.9% | 加碼 |
| Edge Capital Group, LLC | 211,265 | $1,970 萬 | 1.10% | +22,893+12.2% | 加碼 |
| Annex Advisory Services, LLC | 212,922 | $1,986 萬 | 0.83% | +9,504+4.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 215,000 | $2,005 萬 | 0.05% | +106,500+98.2% | 加碼 |
| Assetmark, Inc | 215,548 | $2,010 萬 | 0.07% | +15,837+7.9% | 加碼 |
| Bailard, Inc. | 216,165 | $2,016 萬 | 0.60% | −2,245−1.0% | 減碼 |
| Baird Financial Group, Inc. | 216,402 | $2,018 萬 | 0.05% | −32,768−13.2% | 減碼 |
| LGT Capital Partners Ltd. | 216,580 | $2,020 萬 | 0.60% | −14,677−6.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 217,951 | $2,032 萬 | 1.69% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 218,987 | $2,042 萬 | 1.55% | −65,414−23.0% | 減碼 |
| Chartwell Investment Partners, LLC | 219,962 | $2,051 萬 | 0.72% | +6,908+3.2% | 加碼 |
| Earnest Partners LLC | 220,498 | $2,056 萬 | 0.10% | −551−0.2% | 減碼 |
| MML Investors Services, LLC | 221,138 | $2,062 萬 | 0.10% | +15,366+7.5% | 加碼 |
| Czech National Bank | 221,386 | $2,064 萬 | 0.29% | −1,609−0.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 225,839 | $2,106 萬 | 0.96% | −8,281−3.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 226,252 | $2,110 萬 | 0.15% | −273,560−54.7% | 減碼 |
| RMB Capital Management, LLC | 228,108 | $2,127 萬 | 0.65% | −5,939−2.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 228,997 | $2,135 萬 | 0.04% | −28,877−11.2% | 減碼 |
| Swiss Life Asset Management Ltd | 229,495 | $2,142 萬 | 0.26% | +44,877+24.3% | 加碼 |
| Connors Investor Services Inc | 235,222 | $2,193 萬 | 2.46% | +26,995+13.0% | 加碼 |
| Argent Capital Management LLC | 236,145 | $2,202 萬 | 0.72% | −4,730−2.0% | 減碼 |
| Twin Tree Management, LP | 240,955 | $2,247 萬 | 0.41% | +56,081+30.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 242,371 | $2,260 萬 | 0.47% | +17,265+7.7% | 加碼 |
| Hallmark Capital Management Inc | 243,009 | $2,266 萬 | 1.77% | +2,219+0.9% | 加碼 |
| QRG Capital Management, Inc. | 246,027 | $2,294 萬 | 0.34% | −220.0% | 減碼 |
| Ninety One UK Ltd | 246,955 | $2,303 萬 | 0.07% | +246,955 | 新進 |
| Forsta Ap-Fonden | 248,063 | $2,313 萬 | 0.23% | −10,800−4.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 248,168 | $2,314 萬 | 0.08% | −186,832−42.9% | 減碼 |
| Braun Stacey Associates Inc | 248,366 | $2,316 萬 | 1.04% | +27,112+12.3% | 加碼 |
| Maple Capital Management, Inc. | 250,356 | $2,335 萬 | 2.34% | +2,724+1.1% | 加碼 |
| IFM Investors Pty Ltd | 251,353 | $2,344 萬 | 0.29% | −6,854−2.7% | 減碼 |
| Bollard Group LLC | 252,207 | $2,352 萬 | 0.82% | −12,449−4.7% | 減碼 |
| ProShare Advisors LLC | 260,943 | $2,433 萬 | 0.07% | −20,024−7.1% | 減碼 |
| Keybank National Association | 262,615 | $2,449 萬 | 0.11% | −9,573−3.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 265,003 | $2,472 萬 | 0.14% | +2,694+1.0% | 加碼 |
| Heritage Investors Management Corp | 265,559 | $2,476 萬 | 0.94% | +7,594+2.9% | 加碼 |
| NFJ Investment Group, LLC | 267,264 | $2,492 萬 | 0.69% | −10,530−3.8% | 減碼 |
| Mackenzie Financial Corp | 267,517 | $2,495 萬 | 0.04% | −9,949−3.6% | 減碼 |
| Erste Asset Management GmbH | 268,328 | $2,507 萬 | 0.37% | +18,217+7.3% | 加碼 |
| Teacher Retirement System of Texas | 269,520 | $2,513 萬 | 0.17% | −17,940−6.2% | 減碼 |
| Gabelli Funds LLC | 271,471 | $2,531 萬 | 0.19% | +12,520+4.8% | 加碼 |
| Blue Chip Partners, Inc. | 272,465 | $2,541 萬 | 2.65% | +4,819+1.8% | 加碼 |
| Rockefeller Capital Management L.P. | 274,460 | $2,559 萬 | 0.09% | +52,705+23.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 276,758 | $2,581 萬 | 0.19% | +20,223+7.9% | 加碼 |
| Ofi Invest Asset Management | 306,020 | $2,583 萬 | 0.87% | −3,149−1.0% | 減碼 |
| Intech Investment Management LLC | 278,495 | $2,597 萬 | 0.38% | −223,572−44.5% | 減碼 |
| Harvest Portfolios Group Inc. | 282,575 | $2,635 萬 | 1.12% | +28,456+11.2% | 加碼 |
| Texas Permanent School Fund | 290,094 | $2,705 萬 | 0.23% | −2,599−0.9% | 減碼 |
| Advisor Group Holdings, Inc. | 294,079 | $2,744 萬 | 0.05% | −100,986−25.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 297,353 | $2,773 萬 | 1.61% | +297,353 | 新進 |
| Man Group plc | 298,049 | $2,779 萬 | 0.08% | – | – |
| Point72 Asset Management, L.P. | 298,286 | $2,782 萬 | 0.08% | +298,286 | 新進 |
| D. E. Shaw & Co., Inc. | 298,585 | $2,784 萬 | 0.04% | −1,607,025−84.3% | 減碼 |
| Amalgamated Bank | 300,034 | $2,798 萬 | 0.22% | −15,027−4.8% | 減碼 |
| Vontobel Holding Ltd. | 301,345 | $2,810 萬 | 0.24% | −5,903−1.9% | 減碼 |
| TD Waterhouse Canada Inc. | 280,927 | $2,828 萬 | 0.26% | −41,475−12.9% | 減碼 |
| Allianz Asset Management GmbH | 304,412 | $2,839 萬 | 0.05% | −81,892−21.2% | 減碼 |
| MetLife Investment Management | 305,606 | $2,850 萬 | 0.21% | −8,518−2.7% | 減碼 |
| Matrix Asset Advisors Inc | 306,408 | $2,857 萬 | 3.64% | +34,351+12.6% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 307,512 | $2,868 萬 | 4.34% | +155,695+102.6% | 加碼 |
| Chilton Capital Management LLC | 307,708 | $2,869 萬 | 1.46% | −1,953−0.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 310,205 | $2,893 萬 | 0.80% | +310,205 | 新進 |
| Citadel Advisors LLC | 312,386 | $2,913 萬 | 0.03% | +176,836+130.5% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 329,553 | $3,073 萬 | 2.05% | −4,192−1.3% | 減碼 |
| Comerica Bank | 331,699 | $3,093 萬 | 0.14% | −3,888−1.2% | 減碼 |
| Degroof Petercam Asset Management | 333,000 | $3,105 萬 | 0.41% | +333,000 | 新進 |
| GW&K Investment Management, LLC | 334,940 | $3,123 萬 | 0.29% | +175,232+109.7% | 加碼 |
| Madison Asset Management, LLC | 336,186 | $3,135 萬 | 0.42% | −17,234−4.9% | 減碼 |
| Janney Montgomery Scott LLC | 339,907 | $3,170 萬 | 0.10% | −6,204−1.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 340,256 | $3,173 萬 | 0.44% | −15,240−4.3% | 減碼 |
| Payden & Rygel | 340,700 | $3,177 萬 | 2.31% | +206,190+153.3% | 加碼 |
| Nomura Asset Management Co Ltd | 341,732 | $3,187 萬 | 0.13% | −717−0.2% | 減碼 |
| State of Michigan Retirement System | 346,026 | $3,227 萬 | 0.19% | −3,700−1.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 346,168 | $3,228 萬 | 0.08% | −329,380−48.8% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 347,069 | $3,236 萬 | 1.28% | +27,200+8.5% | 加碼 |
| Gradient Investments LLC | 348,699 | $3,252 萬 | 0.79% | +28,300+8.8% | 加碼 |
| Arizona State Retirement System | 349,632 | $3,260 萬 | 0.25% | −4,915−1.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 364,712 | $3,401 萬 | 0.06% | +19,614+5.7% | 加碼 |
| Ossiam | 368,110 | $3,433 萬 | 0.55% | +320,273+669.5% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,443 萬 | 2.23% | 00.0% | 不變 |
| Sapient Capital LLC | 369,542 | $3,446 萬 | 0.89% | +369,542 | 新進 |
| Holocene Advisors, LP | 372,818 | $3,477 萬 | 0.14% | +372,818 | 新進 |
| Atalanta Sosnoff Capital, LLC | 373,686 | $3,485 萬 | 0.90% | +27,845+8.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 376,061 | $3,507 萬 | 0.79% | −325,274−46.4% | 減碼 |
| Fiduciary Trust Co | 378,481 | $3,529 萬 | 0.59% | +2,240+0.6% | 加碼 |
| Hosking Partners LLP | 381,147 | $3,554 萬 | 1.50% | −27,039−6.6% | 減碼 |
| American International Group, Inc. | 382,495 | $3,567 萬 | 0.15% | −5,830−1.5% | 減碼 |
| Conning Inc. | 387,816 | $3,609 萬 | 1.26% | −5,534−1.4% | 減碼 |
| CIBC World Markets Corp | 390,985 | $3,646 萬 | 0.20% | −117,929−23.2% | 減碼 |
| Handelsbanken Fonder AB | 392,664 | $3,662 萬 | 0.18% | +31,796+8.8% | 加碼 |
| Agf Management Ltd | 400,292 | $3,733 萬 | 0.22% | +37,654+10.4% | 加碼 |
| Optiver Holding B.V. | 411,406 | $3,836 萬 | 1.15% | +411,406 | 新進 |
| Chilton Investment Co LLC | 412,455 | $3,846 萬 | 1.13% | +400,423+3,328.0% | 加碼 |
| Todd Asset Management LLC | 415,311 | $3,873 萬 | 0.85% | −4,835−1.2% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 416,360 | $3,883 萬 | 1.06% | +29,205+7.5% | 加碼 |
| Commonwealth Equity Services, LLC | 422,649 | $3,941 萬 | 0.07% | −26,203−5.8% | 減碼 |
| State of Tennessee, Treasury Department | 426,851 | $3,980 萬 | 0.16% | −9,795−2.2% | 減碼 |
| AXA S.A. | 429,452 | $4,005 萬 | 0.13% | −116,554−21.3% | 減碼 |
| AustralianSuper Pty Ltd | 441,817 | $4,120 萬 | 0.25% | +441,817 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 443,270 | $4,134 萬 | 0.83% | −17,521−3.8% | 減碼 |