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。
2024 年第 1 季 13F 持有人
Morgan Stanley 在 2024/3/31 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
- 1,799
- 較 2023 年第 4 季 +67 家
- 持有股數
- 13.6 億
- 較 2023 年第 4 季 −1,663 萬 (−1.2%)
- 總市值
- $1,278 億
- 較 2023 年第 4 季 −$4.15 億 (−0.3%)
- 新進機構
- 175
- 另有 703 家加碼
- 清倉機構
- 108
- 另有 682 家減碼
另有 29 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | $2,181 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $355.1 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 111,569,678 | $105.1 億 | 0.47% | −2,346,167−2.1% | 減碼 |
| Vanguard Group Inc | 108,436,118 | $102.1 億 | 0.20% | −606,635−0.6% | 減碼 |
| BlackRock Inc. | 89,219,481 | $84.0 億 | 0.20% | −1,279,734−1.4% | 減碼 |
| JPMorgan Chase & Co | 50,279,626 | $47.3 億 | 0.42% | −9,660,418−16.1% | 減碼 |
| Wellington Management Group LLP | 42,901,669 | $40.4 億 | 0.72% | +4,450,618+11.6% | 加碼 |
| Capital International Investors | 28,481,070 | $26.8 億 | 0.54% | +3,981,528+16.3% | 加碼 |
| Geode Capital Management, LLC | 24,542,538 | $23.0 億 | 0.21% | +680,646+2.9% | 加碼 |
| Bank of America Corp | 22,733,156 | $21.4 億 | 0.21% | +1,766,244+8.4% | 加碼 |
| Fisher Asset Management, LLC | 20,783,077 | $19.6 億 | 0.91% | +554,743+2.7% | 加碼 |
| Massachusetts Financial Services Co | 19,828,106 | $18.7 億 | 0.56% | −369,126−1.8% | 減碼 |
| FMR LLC | 17,261,343 | $16.3 億 | 0.11% | +9,775+0.1% | 加碼 |
| Ameriprise Financial Inc | 13,296,699 | $12.5 億 | 0.34% | −2,039,253−13.3% | 減碼 |
| Norges Bank | 13,266,855 | $12.5 億 | 0.20% | +2,992,273+29.1% | 加碼 |
| Price T Rowe Associates Inc | 12,891,605 | $12.1 億 | 0.15% | −578,116−4.3% | 減碼 |
| Bank of New York Mellon Corp | 12,572,023 | $11.8 億 | 0.23% | −2,199,755−14.9% | 減碼 |
| Northern Trust Corp | 11,812,018 | $11.1 億 | 0.19% | −502,232−4.1% | 減碼 |
| Invesco Ltd. | 11,470,143 | $10.8 億 | 0.23% | +693,139+6.4% | 加碼 |
| Charles Schwab Investment Management Inc | 10,873,418 | $10.1 億 | 0.23% | +2,052,430+23.3% | 加碼 |
| Capital Research Global Investors | 10,317,997 | $9.72 億 | 0.22% | −6,821,626−39.8% | 減碼 |
| Goldman Sachs Group Inc | 9,874,450 | $9.30 億 | 0.20% | −1,281,294−11.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 9,515,820 | $8.96 億 | 0.83% | +454,442+5.0% | 加碼 |
| UBS Group AG | 8,772,018 | $8.26 億 | 0.27% | +1,535,188+21.2% | 加碼 |
| Barclays PLC | 8,718,762 | $8.21 億 | 0.37% | +2,073,167+31.2% | 加碼 |
| Dimensional Fund Advisors LP | 8,591,476 | $8.09 億 | 0.22% | −92,212−1.1% | 減碼 |
| Legal & General Group Plc | 8,320,355 | $7.83 億 | 0.23% | −78,335−0.9% | 減碼 |
| Boston Partners | 7,151,492 | $6.73 億 | 0.80% | +57,104+0.8% | 加碼 |
| Janus Henderson Group PLC | 6,908,721 | $6.51 億 | 0.35% | −50,102−0.7% | 減碼 |
| Bank of Montreal | 6,643,561 | $6.21 億 | 0.32% | +63,000+1.0% | 加碼 |
| Franklin Resources Inc | 6,521,133 | $6.14 億 | 0.19% | −1,905,564−22.6% | 減碼 |
| Morgan Stanley | 5,977,230 | $5.63 億 | 0.05% | +145,176+2.5% | 加碼 |
| Nuveen Asset Management, LLC | 5,960,411 | $5.61 億 | 0.17% | −1,964,137−24.8% | 減碼 |
| UBS Asset Management Americas Inc | 5,952,840 | $5.61 億 | 0.20% | −46,431−0.8% | 減碼 |
| Ontario Teachers Pension Plan Board | 5,816,843 | $5.48 億 | 5.03% | +316,924+5.8% | 加碼 |
| Capital World Investors | 5,609,164 | $5.28 億 | 0.09% | −1,598,160−22.2% | 減碼 |
| Amundi | 5,717,550 | $5.22 億 | 0.22% | +293,218+5.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 5,215,415 | $4.91 億 | 0.30% | +2,013,902+62.9% | 加碼 |
| Principal Financial Group Inc | 4,669,089 | $4.40 億 | 0.26% | −304,456−6.1% | 減碼 |
| Royal Bank of Canada | 4,579,519 | $4.31 億 | 0.11% | −10,393,041−69.4% | 減碼 |
| Schroder Investment Management Group | 3,936,453 | $3.71 億 | 0.44% | +1,591,732+67.9% | 加碼 |
| Wells Fargo & Company | 3,906,405 | $3.68 億 | 0.10% | −946,386−19.5% | 減碼 |
| California Public Employees Retirement System | 3,591,996 | $3.38 億 | 0.24% | −356,337−9.0% | 減碼 |
| Canada Pension Plan Investment Board | 3,509,349 | $3.30 億 | 0.35% | −286,705−7.6% | 減碼 |
| HSBC Holdings PLC | 3,363,809 | $3.17 億 | 0.23% | +21,832+0.7% | 加碼 |
| Deutsche Bank AG | 3,296,794 | $3.10 億 | 0.14% | +210,578+6.8% | 加碼 |
| Voya Investment Management LLC | 3,040,766 | $2.86 億 | 0.28% | +2,484,815+446.9% | 加碼 |
| Credit Suisse AG | 3,023,296 | $2.85 億 | 0.28% | −60,224−2.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,931,728 | $2.76 億 | 0.19% | −36,551−1.2% | 減碼 |
| Alliancebernstein L.P. | 2,900,166 | $2.73 億 | 0.10% | −40,329−1.4% | 減碼 |
| Cullen Capital Management LLC | 2,706,302 | $2.55 億 | 2.84% | +549,669+25.5% | 加碼 |
| Rhumbline Advisers | 2,511,141 | $2.36 億 | 0.23% | −23,881−0.9% | 減碼 |
| Envestnet Asset Management Inc | 2,412,962 | $2.27 億 | 0.08% | +489,635+25.5% | 加碼 |
| Ensign Peak Advisors, Inc | 2,276,038 | $2.14 億 | 0.39% | +15,980+0.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,259,448 | $2.13 億 | 0.15% | +32,698+1.5% | 加碼 |
| Nordea Investment Management AB | 2,224,521 | $2.09 億 | 0.25% | +306,223+16.0% | 加碼 |
| National Pension Service | 2,055,561 | $1.94 億 | 0.23% | +33,526+1.7% | 加碼 |
| Neuberger Berman Group LLC | 1,998,960 | $1.88 億 | 0.16% | +696,052+53.4% | 加碼 |
| California State Teachers Retirement System | 1,984,287 | $1.87 億 | 0.24% | −3,237−0.2% | 減碼 |
| Unisphere Establishment | 1,950,000 | $1.84 億 | 1.86% | −415,000−17.5% | 減碼 |
| Lord, Abbett & Co. LLC | 1,949,578 | $1.84 億 | 0.59% | −849,624−30.4% | 減碼 |
| CI Private Wealth, LLC | 1,856,553 | $1.75 億 | 0.31% | −8,928−0.5% | 減碼 |
| Citigroup Inc | 1,712,317 | $1.61 億 | 0.18% | +371,633+27.7% | 加碼 |
| Raymond James & Associates | 1,700,118 | $1.60 億 | 0.11% | +82,147+5.1% | 加碼 |
| Focused Investors LLC | 1,696,200 | $1.60 億 | 5.00% | −104,150−5.8% | 減碼 |
| Focused Investors Fund L P | 1,696,200 | $1.60 億 | 5.00% | +1,696,200 | 新進 |
| New York State Common Retirement Fund | 1,633,010 | $1.54 億 | 0.20% | −73,600−4.3% | 減碼 |
| Fifth Third Bancorp | 1,611,982 | $1.52 億 | 0.59% | −163,095−9.2% | 減碼 |
| Primecap Management Co | 1,568,714 | $1.48 億 | 0.11% | −201,490−11.4% | 減碼 |
| Macquarie Group Ltd | 1,530,120 | $1.44 億 | 0.16% | +508,967+49.8% | 加碼 |
| Stifel Financial Corp | 1,525,219 | $1.44 億 | 0.16% | +126,490+9.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,523,115 | $1.43 億 | 0.16% | +202,600+15.3% | 加碼 |
| FIL Ltd | 1,506,799 | $1.42 億 | 0.14% | −146,617−8.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,469,432 | $1.38 億 | 0.19% | +258,510+21.3% | 加碼 |
| Federated Hermes, Inc. | 1,454,586 | $1.37 億 | 0.32% | +238,833+19.6% | 加碼 |
| Standard Life Aberdeen plc | 1,440,786 | $1.36 億 | 0.27% | +55,656+4.0% | 加碼 |
| Great West Life Assurance Co | 1,420,042 | $1.34 億 | 0.27% | +90,261+6.8% | 加碼 |
| Hamlin Capital Management, LLC | 1,401,133 | $1.32 億 | 3.90% | +1,241+0.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,421,155 | $1.25 億 | 0.29% | +143,914+11.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,301,835 | $1.23 億 | 0.53% | +1,116,058+600.8% | 加碼 |
| Evercore Wealth Management, LLC | 1,298,565 | $1.22 億 | 1.92% | +23,960+1.9% | 加碼 |
| Susquehanna International Group, LLP | 1,280,954 | $1.21 億 | 0.18% | +16,414+1.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,278,363 | $1.20 億 | 0.15% | +979,778+328.1% | 加碼 |
| New York State Teachers Retirement System | 1,264,690 | $1.19 億 | 0.25% | −46,775−3.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,228,834 | $1.16 億 | 0.22% | +1,100+0.1% | 加碼 |
| LPL Financial LLC | 1,216,881 | $1.15 億 | 0.06% | +52,554+4.5% | 加碼 |
| American Century Companies Inc | 1,198,174 | $1.13 億 | 0.07% | −131,538−9.9% | 減碼 |
| Fayez Sarofim & Co | 1,158,776 | $1.09 億 | 0.33% | −300,634−20.6% | 減碼 |
| Tredje AP-fonden | 1,143,073 | $1.08 億 | 1.12% | +401,000+54.0% | 加碼 |
| Holocene Advisors, LP | 1,134,974 | $1.07 億 | 0.39% | +762,156+204.4% | 加碼 |
| Commerce Bank | 1,119,184 | $1.05 億 | 0.70% | +120,252+12.0% | 加碼 |
| Natixis Advisors, L.P. | 1,079,431 | $1.02 億 | 0.23% | −24,841−2.2% | 減碼 |
| Artisan Partners Limited Partnership | 1,056,301 | $9,946 萬 | 0.14% | −3,075−0.3% | 減碼 |
| Retirement Systems of Alabama | 1,049,007 | $9,877 萬 | 0.38% | −2,026−0.2% | 減碼 |
| Douglas Lane & Associates, LLC | 1,038,765 | $9,781 萬 | 1.38% | −1,650−0.2% | 減碼 |
| Millennium Management LLC | 1,037,719 | $9,771 萬 | 0.08% | +441,247+74.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 987,565 | $9,299 萬 | 0.11% | −173,043−14.9% | 減碼 |
| Korea Investment CORP | 986,232 | $9,286 萬 | 0.24% | −96,462−8.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 939,065 | $8,842 萬 | 0.23% | +35,114+3.9% | 加碼 |
| Prudential Financial Inc | 933,367 | $8,789 萬 | 0.12% | −640,737−40.7% | 減碼 |
| Swedbank AB | 929,887 | $8,756 萬 | 0.12% | +13,025+1.4% | 加碼 |