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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 447,977 | $4,177 萬 | 0.18% | +19,862+4.6% | 加碼 |
| TCW Group Inc | 467,017 | $4,356 萬 | 0.49% | +17,404+3.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 467,074 | $4,358 萬 | 0.52% | +19,154+4.3% | 加碼 |
| Pinnacle Associates Ltd | 471,784 | $4,399 萬 | 0.74% | −5,327−1.1% | 減碼 |
| STRS Ohio | 473,873 | $4,419 萬 | 0.18% | −17,112−3.5% | 減碼 |
| Lazard Freres Gestion S.A.S. | 511,298 | $4,469 萬 | 1.29% | +857+0.2% | 加碼 |
| Nisa Investment Advisors, LLC | 479,743 | $4,474 萬 | 0.32% | +1,396+0.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 497,238 | $4,637 萬 | 0.22% | +183,091+58.3% | 加碼 |
| SEI Investments Co | 508,008 | $4,737 萬 | 0.08% | −72,819−12.5% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 508,849 | $4,745 萬 | 0.84% | +508,849 | 新進 |
| Gateway Investment Advisers LLC | 528,690 | $4,930 萬 | 0.57% | −2,179−0.4% | 減碼 |
| CIBC World Markets Inc. | 529,382 | $4,937 萬 | 0.14% | −153,159−22.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 529,879 | $4,941 萬 | 0.46% | −11,907−2.2% | 減碼 |
| Treasurer of the State of North Carolina | 538,524 | $5,022 萬 | 0.24% | +4,100+0.8% | 加碼 |
| Asset Management One Co.,Ltd. | 537,619 | $5,034 萬 | 0.20% | −1,556−0.3% | 減碼 |
| Umb Bank N A | 541,372 | $5,048 萬 | 0.74% | −44,873−7.7% | 減碼 |
| Voya Investment Management LLC | 555,951 | $5,184 萬 | 0.05% | −489,290−46.8% | 減碼 |
| Employees Retirement System of Texas | 564,000 | $5,259 萬 | 0.62% | 00.0% | 不變 |
| Victory Capital Management Inc | 574,305 | $5,355 萬 | 0.06% | −349,080−37.8% | 減碼 |
| Capital Advisors Inc | 581,837 | $5,426 萬 | 1.21% | +170,035+41.3% | 加碼 |
| Kames Capital plc | 583,547 | $5,443 萬 | 0.87% | +583,547 | 新進 |
| Aviva PLC | 583,758 | $5,444 萬 | 0.20% | +5,762+1.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 585,444 | $5,459 萬 | 0.21% | +102,554+21.2% | 加碼 |
| Royal London Asset Management Ltd | 590,582 | $5,507 萬 | 0.16% | +7,707+1.3% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 592,160 | $5,522 萬 | 3.30% | +5,886+1.0% | 加碼 |
| Millennium Management LLC | 596,472 | $5,562 萬 | 0.05% | −860,386−59.1% | 減碼 |
| Rathbone Brothers plc | 626,656 | $5,844 萬 | 0.38% | +88,660+16.5% | 加碼 |
| KBC Group NV | 627,520 | $5,852 萬 | 0.21% | +35,136+5.9% | 加碼 |
| Public Employees Retirement System of Ohio | 632,960 | $5,902 萬 | 0.24% | +23,343+3.8% | 加碼 |
| Wolverine Trading, LLC | 635,329 | $5,924 萬 | 0.45% | +554,331+684.4% | 加碼 |
| Capital Fund Management S.A. | 643,033 | $5,996 萬 | 0.76% | −562,054−46.6% | 減碼 |
| Mariner, LLC | 646,820 | $6,032 萬 | 0.14% | −8,602−1.3% | 減碼 |
| Pictet Asset Management Holding SA | 654,128 | $6,100 萬 | 0.07% | +6,507+1.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 657,723 | $6,133 萬 | 0.14% | −30,052−4.4% | 減碼 |
| Thrivent Financial for Lutherans | 658,599 | $6,142 萬 | 0.13% | −19,805−2.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 659,084 | $6,146 萬 | 0.13% | −207,976−24.0% | 減碼 |
| Factory Mutual Insurance Co | 670,050 | $6,248 萬 | 0.78% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 674,055 | $6,286 萬 | 0.05% | −186,120−21.6% | 減碼 |
| State of Wisconsin Investment Board | 693,077 | $6,463 萬 | 0.18% | +11,296+1.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 696,705 | $6,506 萬 | 0.13% | −21,423−3.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 710,546 | $6,626 萬 | 0.24% | −11,662−1.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 710,927 | $6,629 萬 | 0.22% | 00.0% | 不變 |
| DnB Asset Management AS | 716,892 | $6,685 萬 | 0.35% | −9,770−1.3% | 減碼 |
| AMF Pensionsforsakring AB | 722,748 | $6,744 萬 | 0.58% | +321,273+80.0% | 加碼 |
| UniSuper Management Pty Ltd | 737,008 | $6,873 萬 | 0.76% | +808+0.1% | 加碼 |
| Clark Capital Management Group, Inc. | 740,866 | $6,909 萬 | 0.57% | +161,330+27.8% | 加碼 |
| Calamos Advisors LLC | 741,520 | $6,915 萬 | 0.35% | −9,196−1.2% | 減碼 |
| Tredje AP-fonden | 742,073 | $6,920 萬 | 0.86% | +566,993+323.8% | 加碼 |
| Pzena Investment Management LLC | 749,791 | $6,992 萬 | 0.26% | +545+0.1% | 加碼 |
| Storebrand Asset Management AS | 765,398 | $7,137 萬 | 0.26% | +17,423+2.3% | 加碼 |
| US Bancorp | 766,531 | $7,148 萬 | 0.11% | +8,593+1.1% | 加碼 |
| HighTower Advisors, LLC | 784,328 | $7,323 萬 | 0.12% | +114,623+17.1% | 加碼 |
| National Bank of Canada | 784,636 | $7,368 萬 | 0.13% | −83,233−9.6% | 減碼 |
| RBF Capital, LLC | 810,432 | $7,557 萬 | 4.73% | 00.0% | 不變 |
| Bank of Nova Scotia | 823,503 | $7,679 萬 | 0.14% | +441,346+115.5% | 加碼 |
| M&T Bank Corp | 839,233 | $7,826 萬 | 0.29% | +140,032+20.0% | 加碼 |
| Natixis | 860,176 | $8,021 萬 | 0.61% | +787,657+1,086.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 870,438 | $8,117 萬 | 0.65% | −40,792−4.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 903,951 | $8,429 萬 | 0.24% | −144,248−13.8% | 減碼 |
| Swedbank AB | 916,862 | $8,550 萬 | 0.14% | −69,147−7.0% | 減碼 |
| Aristotle Capital Management, LLC | 927,000 | $8,644 萬 | 0.17% | +107,000+13.0% | 加碼 |
| Russell Investments Group, Ltd. | 927,440 | $8,652 萬 | 0.15% | −278,049−23.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 972,913 | $9,072 萬 | 0.10% | −935,527−49.0% | 減碼 |
| Commerce Bank | 998,932 | $9,315 萬 | 0.66% | −5,790−0.6% | 減碼 |
| Macquarie Group Ltd | 1,021,153 | $9,522 萬 | 0.11% | −699,846−40.7% | 減碼 |
| Truist Financial Corp | 1,029,623 | $9,601 萬 | 0.15% | −66,066−6.0% | 減碼 |
| Douglas Lane & Associates, LLC | 1,040,415 | $9,702 萬 | 1.49% | −8,220−0.8% | 減碼 |
| Retirement Systems of Alabama | 1,051,033 | $9,801 萬 | 0.42% | +87,047+9.0% | 加碼 |
| Artisan Partners Limited Partnership | 1,059,376 | $9,879 萬 | 0.16% | +23,991+2.3% | 加碼 |
| Korea Investment CORP | 1,082,694 | $1.01 億 | 0.27% | −16,532−1.5% | 減碼 |
| Natixis Advisors, L.P. | 1,104,272 | $1.03 億 | 0.27% | −15,235−1.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,160,608 | $1.08 億 | 0.20% | +130,239+12.6% | 加碼 |
| LPL Financial LLC | 1,164,327 | $1.09 億 | 0.07% | +254,847+28.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,210,922 | $1.11 億 | 0.20% | +69,790+6.1% | 加碼 |
| Federated Hermes, Inc. | 1,215,753 | $1.13 億 | 0.28% | +846,266+229.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,227,734 | $1.14 億 | 0.24% | −40,900−3.2% | 減碼 |
| Susquehanna International Group, LLP | 1,264,540 | $1.18 億 | 0.20% | −40,253−3.1% | 減碼 |
| Evercore Wealth Management, LLC | 1,274,605 | $1.19 億 | 1.99% | +48,812+4.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,277,241 | $1.19 億 | 0.25% | −6180.0% | 減碼 |
| Neuberger Berman Group LLC | 1,302,908 | $1.21 億 | 0.11% | −285,812−18.0% | 減碼 |
| New York State Teachers Retirement System | 1,311,465 | $1.22 億 | 0.27% | −56,497−4.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,320,515 | $1.23 億 | 0.16% | −4,659,578−77.9% | 減碼 |
| Great West Life Assurance Co | 1,329,781 | $1.24 億 | 0.27% | +167,139+14.4% | 加碼 |
| American Century Companies Inc | 1,329,712 | $1.24 億 | 0.09% | −162,180−10.9% | 減碼 |
| Citigroup Inc | 1,340,684 | $1.25 億 | 0.17% | −737,228−35.5% | 減碼 |
| Fayez Sarofim & Co | 1,459,410 | $1.25 億 | 0.38% | +1,666+0.1% | 加碼 |
| LSV Asset Management | 1,368,453 | $1.28 億 | 0.28% | −57,046−4.0% | 減碼 |
| Standard Life Aberdeen plc | 1,385,130 | $1.29 億 | 0.28% | +275,183+24.8% | 加碼 |
| Stifel Financial Corp | 1,398,729 | $1.30 億 | 0.16% | +51,366+3.8% | 加碼 |
| Hamlin Capital Management, LLC | 1,399,892 | $1.31 億 | 4.11% | +72,801+5.5% | 加碼 |
| Prudential Financial Inc | 1,574,104 | $1.44 億 | 0.22% | +172,176+12.3% | 加碼 |
| Jane Street Group, LLC | 1,559,142 | $1.45 億 | 0.18% | −985,122−38.7% | 減碼 |
| Raymond James & Associates | 1,617,971 | $1.51 億 | 0.11% | −66,440−3.9% | 減碼 |
| FIL Ltd | 1,653,416 | $1.54 億 | 0.16% | −26,000−1.5% | 減碼 |
| New York State Common Retirement Fund | 1,706,610 | $1.59 億 | 0.22% | −382,760−18.3% | 減碼 |
| Toronto Dominion Bank | 1,755,693 | $1.64 億 | 0.24% | +381,100+27.7% | 加碼 |
| Primecap Management Co | 1,770,204 | $1.65 億 | 0.13% | −773,009−30.4% | 減碼 |
| Fifth Third Bancorp | 1,775,077 | $1.66 億 | 0.70% | −71,226−3.9% | 減碼 |
| Focused Investors LLC | 1,800,350 | $1.68 億 | 5.43% | −10,500−0.6% | 減碼 |
| CI Private Wealth, LLC | 1,865,481 | $1.74 億 | 0.32% | −163,296−8.0% | 減碼 |