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 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 | 2,745 | $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 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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 1,918,298 | $1.79 億 | 0.23% | −11,940−0.6% | 減碼 |
| Envestnet Asset Management Inc | 1,923,327 | $1.79 億 | 0.07% | +81,267+4.4% | 加碼 |
| California State Teachers Retirement System | 1,987,524 | $1.85 億 | 0.26% | +9,260+0.5% | 加碼 |
| National Pension Service | 2,022,035 | $1.89 億 | 0.26% | +40,583+2.0% | 加碼 |
| First Trust Advisors LP | 2,151,008 | $2.01 億 | 0.22% | +152,337+7.6% | 加碼 |
| Cullen Capital Management LLC | 2,156,633 | $2.01 億 | 2.98% | −736,800−25.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,226,750 | $2.08 億 | 0.16% | −23,917−1.1% | 減碼 |
| Ensign Peak Advisors, Inc | 2,260,058 | $2.11 億 | 0.42% | +671,543+42.3% | 加碼 |
| Schroder Investment Management Group | 2,344,721 | $2.19 億 | 0.28% | −1,163,128−33.2% | 減碼 |
| Unisphere Establishment | 2,365,000 | $2.21 億 | 2.28% | +2,365,000 | 新進 |
| TD Asset Management Inc | 2,513,778 | $2.34 億 | 0.23% | −622,418−19.8% | 減碼 |
| Rhumbline Advisers | 2,535,022 | $2.36 億 | 0.25% | −21,740−0.9% | 減碼 |
| Lord, Abbett & Co. LLC | 2,799,202 | $2.61 億 | 0.92% | −316,823−10.2% | 減碼 |
| Alliancebernstein L.P. | 2,940,495 | $2.74 億 | 0.11% | −124,148−4.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,968,279 | $2.77 億 | 0.20% | −38,960−1.3% | 減碼 |
| Credit Suisse AG | 3,083,520 | $2.88 億 | 0.28% | +165,643+5.7% | 加碼 |
| Deutsche Bank AG | 3,086,216 | $2.88 億 | 0.15% | +238,241+8.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 3,201,513 | $2.99 億 | 0.19% | +3,188,236+24,013.2% | 加碼 |
| HSBC Holdings PLC | 3,341,977 | $3.12 億 | 0.29% | −114,630−3.3% | 減碼 |
| Canada Pension Plan Investment Board | 3,796,054 | $3.54 億 | 0.45% | +696,799+22.5% | 加碼 |
| California Public Employees Retirement System | 3,948,333 | $3.68 億 | 0.28% | −66,961−1.7% | 減碼 |
| Wells Fargo & Company | 4,852,791 | $4.53 億 | 0.13% | −71,788−1.5% | 減碼 |
| Principal Financial Group Inc | 4,973,545 | $4.64 億 | 0.30% | −178,834−3.5% | 減碼 |
| Amundi | 5,424,332 | $5.01 億 | 0.23% | +810,805+17.6% | 加碼 |
| Ontario Teachers Pension Plan Board | 5,499,919 | $5.13 億 | 5.12% | +5,499,919 | 新進 |
| Morgan Stanley | 5,832,054 | $5.44 億 | 0.05% | +8,573+0.1% | 加碼 |
| UBS Asset Management Americas Inc | 5,999,271 | $5.59 億 | 0.22% | +85,231+1.4% | 加碼 |
| Bank of Montreal | 6,580,561 | $6.16 億 | 0.33% | +9,003+0.1% | 加碼 |
| Barclays PLC | 6,645,595 | $6.20 億 | 0.32% | +2,591,036+63.9% | 加碼 |
| Janus Henderson Group PLC | 6,958,823 | $6.49 億 | 0.39% | −63,306−0.9% | 減碼 |
| Boston Partners | 7,094,388 | $6.59 億 | 0.87% | +1,195,258+20.3% | 加碼 |
| Capital World Investors | 7,207,324 | $6.72 億 | 0.12% | +32,152+0.4% | 加碼 |
| UBS Group AG | 7,236,830 | $6.75 億 | 0.27% | −314,900−4.2% | 減碼 |
| Nuveen Asset Management, LLC | 7,924,548 | $7.39 億 | 0.24% | +135,852+1.7% | 加碼 |
| Legal & General Group Plc | 8,398,690 | $7.83 億 | 0.24% | −66,157−0.8% | 減碼 |
| Franklin Resources Inc | 8,426,697 | $7.86 億 | 0.37% | −3,106,684−26.9% | 減碼 |
| Dimensional Fund Advisors LP | 8,683,688 | $8.10 億 | 0.24% | −508,544−5.5% | 減碼 |
| Charles Schwab Investment Management Inc | 8,820,988 | $8.16 億 | 0.21% | +383,211+4.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,061,378 | $8.45 億 | 0.50% | +979,250+12.1% | 加碼 |
| Norges Bank | 10,274,582 | $9.58 億 | 0.17% | +252,621+2.5% | 加碼 |
| Invesco Ltd. | 10,777,004 | $10.0 億 | 0.24% | +4,104,869+61.5% | 加碼 |
| Goldman Sachs Group Inc | 11,155,744 | $10.4 億 | 0.23% | −1,276,207−10.3% | 減碼 |
| Northern Trust Corp | 12,314,250 | $11.5 億 | 0.21% | −793,715−6.1% | 減碼 |
| Price T Rowe Associates Inc | 13,469,721 | $12.6 億 | 0.17% | −7,787,349−36.6% | 減碼 |
| Bank of New York Mellon Corp | 14,771,778 | $13.8 億 | 0.28% | +1,612,507+12.3% | 加碼 |
| Royal Bank of Canada | 14,972,560 | $14.0 億 | 0.35% | −249,942−1.6% | 減碼 |
| Ameriprise Financial Inc | 15,335,952 | $14.3 億 | 0.43% | −1,658,594−9.8% | 減碼 |
| Capital Research Global Investors | 17,139,623 | $16.0 億 | 0.39% | −6,349,128−27.0% | 減碼 |
| FMR LLC | 17,251,568 | $16.1 億 | 0.12% | −6,222,884−26.5% | 減碼 |
| Massachusetts Financial Services Co | 20,197,232 | $18.8 億 | 0.61% | +575,114+2.9% | 加碼 |
| Fisher Asset Management, LLC | 20,228,334 | $18.9 億 | 1.00% | +495,055+2.5% | 加碼 |
| Bank of America Corp | 20,966,912 | $19.6 億 | 0.22% | −2,532,703−10.8% | 減碼 |
| Geode Capital Management, LLC | 23,861,892 | $22.2 億 | 0.23% | +241,414+1.0% | 加碼 |
| Capital International Investors | 24,499,542 | $22.8 億 | 0.51% | +1,865,645+8.2% | 加碼 |
| Wellington Management Group LLP | 38,451,051 | $35.9 億 | 0.67% | +5,631,435+17.2% | 加碼 |
| JPMorgan Chase & Co | 59,940,044 | $55.9 億 | 0.57% | +7,226,094+13.7% | 加碼 |
| BlackRock Inc. | 90,499,215 | $84.4 億 | 0.22% | +2,874,192+3.3% | 加碼 |
| Vanguard Group Inc | 109,042,753 | $101.7 億 | 0.22% | −603,640−0.6% | 減碼 |
| State Street Corp | 113,915,845 | $106.2 億 | 0.52% | +2,124,934+1.9% | 加碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $351.6 億 | 100.00% | 00.0% | 不變 |
| Eminence Capital, LP | 0 | $0 | 0.00% | −986,099−100.0% | 清倉 |
| Canoe Financial LP | 0 | $0 | 0.00% | −443,651−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −565,262−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −333,678−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −269,470−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −175,371−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −169,540−100.0% | 清倉 |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −106,000−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −105,960−100.0% | 清倉 |
| Power Corp of Canada | 0 | $0 | 0.00% | −104,077−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −86,087−100.0% | 清倉 |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −71,305−100.0% | 清倉 |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −63,690−100.0% | 清倉 |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −57,326−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −54,554−100.0% | 清倉 |
| GQG Partners LLC | 0 | $0 | 0.00% | −53,311−100.0% | 清倉 |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −49,411−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −47,574−100.0% | 清倉 |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −47,511−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −46,606−100.0% | 清倉 |
| Cypress Financial Planning LLC | 0 | $0 | 0.00% | −40,898−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −37,400−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −35,998−100.0% | 清倉 |
| Advent Capital Management | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −33,981−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −30,423−100.0% | 清倉 |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −28,810−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −27,946−100.0% | 清倉 |
| Gates Foundation Trust大師蓋茲基金會信託 | 0 | $0 | 0.00% | −27,880−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −23,098−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −21,750−100.0% | 清倉 |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −21,059−100.0% | 清倉 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −20,366−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −20,063−100.0% | 清倉 |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −18,247−100.0% | 清倉 |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −17,095−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,078−100.0% | 清倉 |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −16,528−100.0% | 清倉 |