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
- 1,761
- 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 715 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 | 2,514 | $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 |
|---|---|---|---|---|---|
| Swedbank AB | 916,862 | $8,550 萬 | 0.14% | −69,147−7.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 903,951 | $8,429 萬 | 0.24% | −144,248−13.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 870,438 | $8,117 萬 | 0.65% | −40,792−4.5% | 減碼 |
| Natixis | 860,176 | $8,021 萬 | 0.61% | +787,657+1,086.1% | 加碼 |
| M&T Bank Corp | 839,233 | $7,826 萬 | 0.29% | +140,032+20.0% | 加碼 |
| Bank of Nova Scotia | 823,503 | $7,679 萬 | 0.14% | +441,346+115.5% | 加碼 |
| RBF Capital, LLC | 810,432 | $7,557 萬 | 4.73% | 00.0% | 不變 |
| National Bank of Canada | 784,636 | $7,368 萬 | 0.13% | −83,233−9.6% | 減碼 |
| HighTower Advisors, LLC | 784,328 | $7,323 萬 | 0.12% | +114,623+17.1% | 加碼 |
| US Bancorp | 766,531 | $7,148 萬 | 0.11% | +8,593+1.1% | 加碼 |
| Storebrand Asset Management AS | 765,398 | $7,137 萬 | 0.26% | +17,423+2.3% | 加碼 |
| Pzena Investment Management LLC | 749,791 | $6,992 萬 | 0.26% | +545+0.1% | 加碼 |
| Tredje AP-fonden | 742,073 | $6,920 萬 | 0.86% | +566,993+323.8% | 加碼 |
| Calamos Advisors LLC | 741,520 | $6,915 萬 | 0.35% | −9,196−1.2% | 減碼 |
| Clark Capital Management Group, Inc. | 740,866 | $6,909 萬 | 0.57% | +161,330+27.8% | 加碼 |
| UniSuper Management Pty Ltd | 737,008 | $6,873 萬 | 0.76% | +808+0.1% | 加碼 |
| AMF Pensionsforsakring AB | 722,748 | $6,744 萬 | 0.58% | +321,273+80.0% | 加碼 |
| DnB Asset Management AS | 716,892 | $6,685 萬 | 0.35% | −9,770−1.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 710,927 | $6,629 萬 | 0.22% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 710,546 | $6,626 萬 | 0.24% | −11,662−1.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 696,705 | $6,506 萬 | 0.13% | −21,423−3.0% | 減碼 |
| State of Wisconsin Investment Board | 693,077 | $6,463 萬 | 0.18% | +11,296+1.7% | 加碼 |
| Clearbridge Investments, LLC | 674,055 | $6,286 萬 | 0.05% | −186,120−21.6% | 減碼 |
| Factory Mutual Insurance Co | 670,050 | $6,248 萬 | 0.78% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 659,084 | $6,146 萬 | 0.13% | −207,976−24.0% | 減碼 |
| Thrivent Financial for Lutherans | 658,599 | $6,142 萬 | 0.13% | −19,805−2.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 657,723 | $6,133 萬 | 0.14% | −30,052−4.4% | 減碼 |
| Pictet Asset Management Holding SA | 654,128 | $6,100 萬 | 0.07% | +6,507+1.0% | 加碼 |
| Mariner, LLC | 646,820 | $6,032 萬 | 0.14% | −8,602−1.3% | 減碼 |
| Capital Fund Management S.A. | 643,033 | $5,996 萬 | 0.76% | −562,054−46.6% | 減碼 |
| Wolverine Trading, LLC | 635,329 | $5,924 萬 | 0.45% | +554,331+684.4% | 加碼 |
| Public Employees Retirement System of Ohio | 632,960 | $5,902 萬 | 0.24% | +23,343+3.8% | 加碼 |
| KBC Group NV | 627,520 | $5,852 萬 | 0.21% | +35,136+5.9% | 加碼 |
| Rathbone Brothers plc | 626,656 | $5,844 萬 | 0.38% | +88,660+16.5% | 加碼 |
| Millennium Management LLC | 596,472 | $5,562 萬 | 0.05% | −860,386−59.1% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 592,160 | $5,522 萬 | 3.30% | +5,886+1.0% | 加碼 |
| Royal London Asset Management Ltd | 590,582 | $5,507 萬 | 0.16% | +7,707+1.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 585,444 | $5,459 萬 | 0.21% | +102,554+21.2% | 加碼 |
| Aviva PLC | 583,758 | $5,444 萬 | 0.20% | +5,762+1.0% | 加碼 |
| Kames Capital plc | 583,547 | $5,443 萬 | 0.87% | +583,547 | 新進 |
| Capital Advisors Inc | 581,837 | $5,426 萬 | 1.21% | +170,035+41.3% | 加碼 |
| Victory Capital Management Inc | 574,305 | $5,355 萬 | 0.06% | −349,080−37.8% | 減碼 |
| Employees Retirement System of Texas | 564,000 | $5,259 萬 | 0.62% | 00.0% | 不變 |
| Voya Investment Management LLC | 555,951 | $5,184 萬 | 0.05% | −489,290−46.8% | 減碼 |
| Umb Bank N A | 541,372 | $5,048 萬 | 0.74% | −44,873−7.7% | 減碼 |
| Asset Management One Co.,Ltd. | 537,619 | $5,034 萬 | 0.20% | −1,556−0.3% | 減碼 |
| Treasurer of the State of North Carolina | 538,524 | $5,022 萬 | 0.24% | +4,100+0.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 529,879 | $4,941 萬 | 0.46% | −11,907−2.2% | 減碼 |
| CIBC World Markets Inc. | 529,382 | $4,937 萬 | 0.14% | −153,159−22.4% | 減碼 |
| Gateway Investment Advisers LLC | 528,690 | $4,930 萬 | 0.57% | −2,179−0.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 508,849 | $4,745 萬 | 0.84% | +508,849 | 新進 |
| SEI Investments Co | 508,008 | $4,737 萬 | 0.08% | −72,819−12.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 497,238 | $4,637 萬 | 0.22% | +183,091+58.3% | 加碼 |
| Nisa Investment Advisors, LLC | 479,743 | $4,474 萬 | 0.32% | +1,396+0.3% | 加碼 |
| Lazard Freres Gestion S.A.S. | 511,298 | $4,469 萬 | 1.29% | +857+0.2% | 加碼 |
| STRS Ohio | 473,873 | $4,419 萬 | 0.18% | −17,112−3.5% | 減碼 |
| Pinnacle Associates Ltd | 471,784 | $4,399 萬 | 0.74% | −5,327−1.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 467,074 | $4,358 萬 | 0.52% | +19,154+4.3% | 加碼 |
| TCW Group Inc | 467,017 | $4,356 萬 | 0.49% | +17,404+3.9% | 加碼 |
| Rafferty Asset Management, LLC | 447,977 | $4,177 萬 | 0.18% | +19,862+4.6% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 443,270 | $4,134 萬 | 0.83% | −17,521−3.8% | 減碼 |
| AustralianSuper Pty Ltd | 441,817 | $4,120 萬 | 0.25% | +441,817 | 新進 |
| AXA S.A. | 429,452 | $4,005 萬 | 0.13% | −116,554−21.3% | 減碼 |
| State of Tennessee, Treasury Department | 426,851 | $3,980 萬 | 0.16% | −9,795−2.2% | 減碼 |
| Commonwealth Equity Services, LLC | 422,649 | $3,941 萬 | 0.07% | −26,203−5.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 416,360 | $3,883 萬 | 1.06% | +29,205+7.5% | 加碼 |
| Todd Asset Management LLC | 415,311 | $3,873 萬 | 0.85% | −4,835−1.2% | 減碼 |
| Chilton Investment Co LLC | 412,455 | $3,846 萬 | 1.13% | +400,423+3,328.0% | 加碼 |
| Optiver Holding B.V. | 411,406 | $3,836 萬 | 1.15% | +411,406 | 新進 |
| Agf Management Ltd | 400,292 | $3,733 萬 | 0.22% | +37,654+10.4% | 加碼 |
| Handelsbanken Fonder AB | 392,664 | $3,662 萬 | 0.18% | +31,796+8.8% | 加碼 |
| CIBC World Markets Corp | 390,985 | $3,646 萬 | 0.20% | −117,929−23.2% | 減碼 |
| Conning Inc. | 387,816 | $3,609 萬 | 1.26% | −5,534−1.4% | 減碼 |
| American International Group, Inc. | 382,495 | $3,567 萬 | 0.15% | −5,830−1.5% | 減碼 |
| Hosking Partners LLP | 381,147 | $3,554 萬 | 1.50% | −27,039−6.6% | 減碼 |
| Fiduciary Trust Co | 378,481 | $3,529 萬 | 0.59% | +2,240+0.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 376,061 | $3,507 萬 | 0.79% | −325,274−46.4% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 373,686 | $3,485 萬 | 0.90% | +27,845+8.1% | 加碼 |
| Holocene Advisors, LP | 372,818 | $3,477 萬 | 0.14% | +372,818 | 新進 |
| Sapient Capital LLC | 369,542 | $3,446 萬 | 0.89% | +369,542 | 新進 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,443 萬 | 2.23% | 00.0% | 不變 |
| Ossiam | 368,110 | $3,433 萬 | 0.55% | +320,273+669.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 364,712 | $3,401 萬 | 0.06% | +19,614+5.7% | 加碼 |
| Arizona State Retirement System | 349,632 | $3,260 萬 | 0.25% | −4,915−1.4% | 減碼 |
| Gradient Investments LLC | 348,699 | $3,252 萬 | 0.79% | +28,300+8.8% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 347,069 | $3,236 萬 | 1.28% | +27,200+8.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 346,168 | $3,228 萬 | 0.08% | −329,380−48.8% | 減碼 |
| State of Michigan Retirement System | 346,026 | $3,227 萬 | 0.19% | −3,700−1.1% | 減碼 |
| Nomura Asset Management Co Ltd | 341,732 | $3,187 萬 | 0.13% | −717−0.2% | 減碼 |
| Payden & Rygel | 340,700 | $3,177 萬 | 2.31% | +206,190+153.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 340,256 | $3,173 萬 | 0.44% | −15,240−4.3% | 減碼 |
| Janney Montgomery Scott LLC | 339,907 | $3,170 萬 | 0.10% | −6,204−1.8% | 減碼 |
| Madison Asset Management, LLC | 336,186 | $3,135 萬 | 0.42% | −17,234−4.9% | 減碼 |
| GW&K Investment Management, LLC | 334,940 | $3,123 萬 | 0.29% | +175,232+109.7% | 加碼 |
| Degroof Petercam Asset Management | 333,000 | $3,105 萬 | 0.41% | +333,000 | 新進 |
| Comerica Bank | 331,699 | $3,093 萬 | 0.14% | −3,888−1.2% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 329,553 | $3,073 萬 | 2.05% | −4,192−1.3% | 減碼 |
| Citadel Advisors LLC | 312,386 | $2,913 萬 | 0.03% | +176,836+130.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 310,205 | $2,893 萬 | 0.80% | +310,205 | 新進 |
| Chilton Capital Management LLC | 307,708 | $2,869 萬 | 1.46% | −1,953−0.6% | 減碼 |