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
- 1,761
- 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Teewinot Capital Advisers, L.L.C. | 307,512 | $2,868 萬 | 4.34% | +155,695+102.6% | 加碼 |
| Matrix Asset Advisors Inc | 306,408 | $2,857 萬 | 3.64% | +34,351+12.6% | 加碼 |
| MetLife Investment Management | 305,606 | $2,850 萬 | 0.21% | −8,518−2.7% | 減碼 |
| Allianz Asset Management GmbH | 304,412 | $2,839 萬 | 0.05% | −81,892−21.2% | 減碼 |
| TD Waterhouse Canada Inc. | 280,927 | $2,828 萬 | 0.26% | −41,475−12.9% | 減碼 |
| Vontobel Holding Ltd. | 301,345 | $2,810 萬 | 0.24% | −5,903−1.9% | 減碼 |
| Amalgamated Bank | 300,034 | $2,798 萬 | 0.22% | −15,027−4.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 298,585 | $2,784 萬 | 0.04% | −1,607,025−84.3% | 減碼 |
| Point72 Asset Management, L.P. | 298,286 | $2,782 萬 | 0.08% | +298,286 | 新進 |
| Man Group plc | 298,049 | $2,779 萬 | 0.08% | – | – |
| Fullerton Fund Management Co Ltd. | 297,353 | $2,773 萬 | 1.61% | +297,353 | 新進 |
| Advisor Group Holdings, Inc. | 294,079 | $2,744 萬 | 0.05% | −100,986−25.6% | 減碼 |
| Texas Permanent School Fund | 290,094 | $2,705 萬 | 0.23% | −2,599−0.9% | 減碼 |
| Harvest Portfolios Group Inc. | 282,575 | $2,635 萬 | 1.12% | +28,456+11.2% | 加碼 |
| Intech Investment Management LLC | 278,495 | $2,597 萬 | 0.38% | −223,572−44.5% | 減碼 |
| Ofi Invest Asset Management | 306,020 | $2,583 萬 | 0.87% | −3,149−1.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 276,758 | $2,581 萬 | 0.19% | +20,223+7.9% | 加碼 |
| Rockefeller Capital Management L.P. | 274,460 | $2,559 萬 | 0.09% | +52,705+23.8% | 加碼 |
| Blue Chip Partners, Inc. | 272,465 | $2,541 萬 | 2.65% | +4,819+1.8% | 加碼 |
| Gabelli Funds LLC | 271,471 | $2,531 萬 | 0.19% | +12,520+4.8% | 加碼 |
| Teacher Retirement System of Texas | 269,520 | $2,513 萬 | 0.17% | −17,940−6.2% | 減碼 |
| Erste Asset Management GmbH | 268,328 | $2,507 萬 | 0.37% | +18,217+7.3% | 加碼 |
| Mackenzie Financial Corp | 267,517 | $2,495 萬 | 0.04% | −9,949−3.6% | 減碼 |
| NFJ Investment Group, LLC | 267,264 | $2,492 萬 | 0.69% | −10,530−3.8% | 減碼 |
| Heritage Investors Management Corp | 265,559 | $2,476 萬 | 0.94% | +7,594+2.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 265,003 | $2,472 萬 | 0.14% | +2,694+1.0% | 加碼 |
| Keybank National Association | 262,615 | $2,449 萬 | 0.11% | −9,573−3.5% | 減碼 |
| ProShare Advisors LLC | 260,943 | $2,433 萬 | 0.07% | −20,024−7.1% | 減碼 |
| Bollard Group LLC | 252,207 | $2,352 萬 | 0.82% | −12,449−4.7% | 減碼 |
| IFM Investors Pty Ltd | 251,353 | $2,344 萬 | 0.29% | −6,854−2.7% | 減碼 |
| Maple Capital Management, Inc. | 250,356 | $2,335 萬 | 2.34% | +2,724+1.1% | 加碼 |
| Braun Stacey Associates Inc | 248,366 | $2,316 萬 | 1.04% | +27,112+12.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 248,168 | $2,314 萬 | 0.08% | −186,832−42.9% | 減碼 |
| Forsta Ap-Fonden | 248,063 | $2,313 萬 | 0.23% | −10,800−4.2% | 減碼 |
| Ninety One UK Ltd | 246,955 | $2,303 萬 | 0.07% | +246,955 | 新進 |
| QRG Capital Management, Inc. | 246,027 | $2,294 萬 | 0.34% | −220.0% | 減碼 |
| Hallmark Capital Management Inc | 243,009 | $2,266 萬 | 1.77% | +2,219+0.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 242,371 | $2,260 萬 | 0.47% | +17,265+7.7% | 加碼 |
| Twin Tree Management, LP | 240,955 | $2,247 萬 | 0.41% | +56,081+30.3% | 加碼 |
| Argent Capital Management LLC | 236,145 | $2,202 萬 | 0.72% | −4,730−2.0% | 減碼 |
| Connors Investor Services Inc | 235,222 | $2,193 萬 | 2.46% | +26,995+13.0% | 加碼 |
| Swiss Life Asset Management Ltd | 229,495 | $2,142 萬 | 0.26% | +44,877+24.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 228,997 | $2,135 萬 | 0.04% | −28,877−11.2% | 減碼 |
| RMB Capital Management, LLC | 228,108 | $2,127 萬 | 0.65% | −5,939−2.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 226,252 | $2,110 萬 | 0.15% | −273,560−54.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 225,839 | $2,106 萬 | 0.96% | −8,281−3.5% | 減碼 |
| Czech National Bank | 221,386 | $2,064 萬 | 0.29% | −1,609−0.7% | 減碼 |
| MML Investors Services, LLC | 221,138 | $2,062 萬 | 0.10% | +15,366+7.5% | 加碼 |
| Earnest Partners LLC | 220,498 | $2,056 萬 | 0.10% | −551−0.2% | 減碼 |
| Chartwell Investment Partners, LLC | 219,962 | $2,051 萬 | 0.72% | +6,908+3.2% | 加碼 |
| Moody Lynn & Lieberson, LLC | 218,987 | $2,042 萬 | 1.55% | −65,414−23.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 217,951 | $2,032 萬 | 1.69% | 00.0% | 不變 |
| LGT Capital Partners Ltd. | 216,580 | $2,020 萬 | 0.60% | −14,677−6.3% | 減碼 |
| Baird Financial Group, Inc. | 216,402 | $2,018 萬 | 0.05% | −32,768−13.2% | 減碼 |
| Bailard, Inc. | 216,165 | $2,016 萬 | 0.60% | −2,245−1.0% | 減碼 |
| Assetmark, Inc | 215,548 | $2,010 萬 | 0.07% | +15,837+7.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 215,000 | $2,005 萬 | 0.05% | +106,500+98.2% | 加碼 |
| Annex Advisory Services, LLC | 212,922 | $1,986 萬 | 0.83% | +9,504+4.7% | 加碼 |
| Edge Capital Group, LLC | 211,265 | $1,970 萬 | 1.10% | +22,893+12.2% | 加碼 |
| Utah Retirement Systems | 208,668 | $1,946 萬 | 0.25% | +1,800+0.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 206,709 | $1,928 萬 | 0.21% | −16,561−7.4% | 減碼 |
| USS Investment Management Ltd | 206,180 | $1,923 萬 | 0.17% | −16,631−7.5% | 減碼 |
| Camden Capital, LLC | 203,178 | $1,895 萬 | 1.94% | +782+0.4% | 加碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,886 萬 | 0.08% | 00.0% | 不變 |
| LVM Capital Management Ltd | 201,650 | $1,880 萬 | 2.41% | −550.0% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 200,683 | $1,871 萬 | 3.71% | −3,810−1.9% | 減碼 |
| CIBC Asset Management Inc | 198,668 | $1,853 萬 | 0.07% | −16,140−7.5% | 減碼 |
| New York Life Investment Management LLC | 197,708 | $1,844 萬 | 0.19% | −27,593−12.2% | 減碼 |
| Public Sector Pension Investment Board | 197,295 | $1,840 萬 | 0.14% | −95,185−32.5% | 減碼 |
| Boston Common Asset Management, LLC | 194,931 | $1,818 萬 | 0.41% | −12,098−5.8% | 減碼 |
| Guggenheim Capital LLC | 194,235 | $1,811 萬 | 0.14% | +5,617+3.0% | 加碼 |
| Mutual of America Capital Management LLC | 188,746 | $1,760 萬 | 0.20% | −15,321−7.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,758 萬 | 0.24% | 00.0% | 不變 |
| Cinctive Capital Management LP | 188,371 | $1,757 萬 | 1.23% | +162,718+634.3% | 加碼 |
| Yousif Capital Management, LLC | 185,985 | $1,734 萬 | 0.20% | −8,290−4.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 185,777 | $1,732 萬 | 0.08% | −5,564−2.9% | 減碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,725 萬 | 1.48% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 183,433 | $1,711 萬 | 0.21% | −10,200−5.3% | 減碼 |
| Bridger Management, LLC | 181,914 | $1,696 萬 | 6.50% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 181,104 | $1,689 萬 | 2.37% | −14,631−7.5% | 減碼 |
| Squarepoint Ops LLC | 181,103 | $1,689 萬 | 0.07% | +34,347+23.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 179,095 | $1,670 萬 | 0.35% | +28,156+18.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 177,673 | $1,657 萬 | 0.07% | +7,796+4.6% | 加碼 |
| Marshall Wace, LLP | 177,546 | $1,656 萬 | 0.03% | +177,546 | 新進 |
| MAI Capital Management | 177,417 | $1,654 萬 | 0.22% | −19,815−10.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 175,115 | $1,633 萬 | 0.62% | −560−0.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 174,665 | $1,629 萬 | 0.22% | −16,315−8.5% | 減碼 |
| Pathstone Holdings, LLC | 174,177 | $1,626 萬 | 0.09% | +174,177 | 新進 |
| Nexus Investment Management ULC | 171,341 | $1,598 萬 | 1.67% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 170,286 | $1,588 萬 | 0.20% | +103,994+156.9% | 加碼 |
| TCG Advisory Services, LLC | 170,118 | $1,586 萬 | 1.10% | +131,071+335.7% | 加碼 |
| Edgar Lomax Co | 169,675 | $1,582 萬 | 1.03% | −6,925−3.9% | 減碼 |
| Captrust Financial Advisors | 167,878 | $1,565 萬 | 0.05% | +601+0.4% | 加碼 |
| Mercer Global Advisors Inc | 164,920 | $1,538 萬 | 0.05% | +2,790+1.7% | 加碼 |
| Xponance, Inc. | 163,531 | $1,525 萬 | 0.18% | +10,648+7.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162,839 | $1,519 萬 | 0.04% | +3,913+2.5% | 加碼 |
| Bridgecreek Investment Management, LLC | 162,380 | $1,514 萬 | 2.93% | −8,825−5.2% | 減碼 |
| Blair William & Co | 162,004 | $1,511 萬 | 0.05% | −12,508−7.2% | 減碼 |
| Glenmede Trust Co NA | 161,563 | $1,507 萬 | 0.08% | +1,587+1.0% | 加碼 |
| Grand Jean Capital Management Inc | 161,394 | $1,505 萬 | 4.50% | −36,461−18.4% | 減碼 |