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 | $2,180 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 |
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 |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 927,000 | $8,729 萬 | 0.16% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 917,521 | $8,639 萬 | 0.15% | +613,109+201.4% | 加碼 |
| Russell Investments Group, Ltd. | 886,705 | $8,341 萬 | 0.13% | −40,735−4.4% | 減碼 |
| Capital Fund Management S.A. | 874,685 | $8,236 萬 | 1.01% | +231,652+36.0% | 加碼 |
| M&T Bank Corp | 867,706 | $8,170 萬 | 0.28% | +28,473+3.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 864,282 | $8,138 萬 | 0.59% | −6,156−0.7% | 減碼 |
| Qube Research & Technologies Ltd | 850,449 | $8,008 萬 | 0.14% | +755,436+795.1% | 加碼 |
| RBF Capital, LLC | 810,432 | $7,631 萬 | 4.29% | 00.0% | 不變 |
| DnB Asset Management AS | 809,645 | $7,624 萬 | 0.40% | +92,753+12.9% | 加碼 |
| US Bancorp | 783,886 | $7,381 萬 | 0.10% | +17,355+2.3% | 加碼 |
| Bessemer Group Inc | 779,451 | $7,339 萬 | 0.13% | +633,319+433.4% | 加碼 |
| Storebrand Asset Management AS | 767,151 | $7,223 萬 | 0.25% | +1,753+0.2% | 加碼 |
| UniSuper Management Pty Ltd | 754,631 | $7,106 萬 | 0.68% | +17,623+2.4% | 加碼 |
| Pzena Investment Management LLC | 751,834 | $7,079 萬 | 0.24% | +2,043+0.3% | 加碼 |
| Chilton Investment Co LLC | 741,963 | $6,986 萬 | 1.91% | +329,508+79.9% | 加碼 |
| Truist Financial Corp | 719,784 | $6,777 萬 | 0.10% | −309,839−30.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 710,927 | $6,694 萬 | 0.20% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 698,226 | $6,574 萬 | 0.22% | −12,320−1.7% | 減碼 |
| Calamos Advisors LLC | 695,191 | $6,546 萬 | 0.32% | −46,329−6.2% | 減碼 |
| State of Wisconsin Investment Board | 693,610 | $6,531 萬 | 0.17% | +533+0.1% | 加碼 |
| HighTower Advisors, LLC | 687,823 | $6,485 萬 | 0.11% | −96,505−12.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 692,784 | $6,469 萬 | 0.12% | −3,921−0.6% | 減碼 |
| Rathbone Brothers plc | 686,897 | $6,468 萬 | 0.37% | +60,241+9.6% | 加碼 |
| AMF Pensionsforsakring AB | 686,109 | $6,464 萬 | 0.49% | −36,639−5.1% | 減碼 |
| Factory Mutual Insurance Co | 670,050 | $6,309 萬 | 0.72% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 657,387 | $6,190 萬 | 0.12% | −1,212−0.2% | 減碼 |
| Clearbridge Investments, LLC | 649,871 | $6,119 萬 | 0.05% | −24,184−3.6% | 減碼 |
| Mariner, LLC | 645,714 | $6,080 萬 | 0.13% | −1,106−0.2% | 減碼 |
| National Bank of Canada | 613,352 | $6,028 萬 | 0.10% | −171,284−21.8% | 減碼 |
| Pictet Asset Management Holding SA | 638,712 | $6,014 萬 | 0.07% | −15,416−2.4% | 減碼 |
| TD Asset Management Inc | 637,589 | $6,004 萬 | 0.06% | −1,876,189−74.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 635,457 | $5,983 萬 | 0.26% | +138,219+27.8% | 加碼 |
| Victory Capital Management Inc | 622,189 | $5,859 萬 | 0.06% | +47,884+8.3% | 加碼 |
| TCW Group Inc | 613,295 | $5,775 萬 | 0.58% | +146,278+31.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 610,501 | $5,748 萬 | 0.13% | −47,222−7.2% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 608,511 | $5,730 萬 | 3.15% | +16,351+2.8% | 加碼 |
| Kames Capital plc | 603,083 | $5,677 萬 | 0.85% | +19,536+3.3% | 加碼 |
| Aviva PLC | 591,852 | $5,573 萬 | 0.18% | +8,094+1.4% | 加碼 |
| Royal London Asset Management Ltd | 589,574 | $5,551 萬 | 0.14% | −1,008−0.2% | 減碼 |
| Public Employees Retirement System of Ohio | 576,293 | $5,426 萬 | 0.21% | −56,667−9.0% | 減碼 |
| Toronto Dominion Bank | 572,041 | $5,386 萬 | 0.08% | −1,183,652−67.4% | 減碼 |
| Danske Bank A/S | 567,323 | $5,342 萬 | 0.17% | +567,323 | 新進 |
| Employees Retirement System of Texas | 564,000 | $5,311 萬 | 0.58% | 00.0% | 不變 |
| Twin Tree Management, LP | 556,732 | $5,242 萬 | 1.19% | +315,777+131.1% | 加碼 |
| LGT Capital Partners Ltd. | 550,580 | $5,184 萬 | 1.62% | +334,000+154.2% | 加碼 |
| Man Group plc | 533,459 | $5,023 萬 | 0.14% | +235,410+79.0% | 加碼 |
| Gateway Investment Advisers LLC | 528,822 | $4,979 萬 | 0.57% | +1320.0% | 加碼 |
| Treasurer of the State of North Carolina | 526,544 | $4,958 萬 | 0.22% | −11,980−2.2% | 減碼 |
| SEI Investments Co | 517,891 | $4,876 萬 | 0.07% | +9,883+1.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 508,849 | $4,791 萬 | 1.12% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 503,573 | $4,742 萬 | 0.18% | −34,046−6.3% | 減碼 |
| Lazard Freres Gestion S.A.S. | 530,207 | $4,732 萬 | 1.17% | +18,909+3.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 484,659 | $4,564 萬 | 0.41% | −45,220−8.5% | 減碼 |
| Nisa Investment Advisors, LLC | 479,240 | $4,513 萬 | 0.29% | −503−0.1% | 減碼 |
| CIBC World Markets Inc. | 469,460 | $4,420 萬 | 0.11% | −59,922−11.3% | 減碼 |
| Squarepoint Ops LLC | 466,006 | $4,388 萬 | 0.18% | +284,903+157.3% | 加碼 |
| Pinnacle Associates Ltd | 464,290 | $4,372 萬 | 0.69% | −7,494−1.6% | 減碼 |
| Capital Advisors Inc | 464,066 | $4,370 萬 | 0.94% | −117,771−20.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 452,719 | $4,263 萬 | 0.15% | −132,725−22.7% | 減碼 |
| Jane Street Group, LLC | 447,887 | $4,217 萬 | 0.05% | −1,111,255−71.3% | 減碼 |
| Agf Management Ltd | 447,878 | $4,217 萬 | 0.23% | +47,586+11.9% | 加碼 |
| STRS Ohio | 446,944 | $4,208 萬 | 0.17% | −26,929−5.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 443,330 | $4,174 萬 | 0.67% | +600.0% | 加碼 |
| Clark Capital Management Group, Inc. | 441,466 | $4,157 萬 | 0.31% | −299,400−40.4% | 減碼 |
| Rafferty Asset Management, LLC | 440,647 | $4,149 萬 | 0.15% | −7,330−1.6% | 減碼 |
| Rokos Capital Management LLP | 437,819 | $4,121 萬 | 1.06% | +437,819 | 新進 |
| Caisse de Depot Et Placement du Quebec | 426,227 | $4,013 萬 | 0.10% | +211,227+98.2% | 加碼 |
| Handelsbanken Fonder AB | 425,764 | $4,009 萬 | 0.17% | +33,100+8.4% | 加碼 |
| State of Tennessee, Treasury Department | 422,231 | $3,976 萬 | 0.15% | −4,620−1.1% | 減碼 |
| Commonwealth Equity Services, LLC | 422,167 | $3,975 萬 | 0.07% | −482−0.1% | 減碼 |
| Resona Asset Management Co.,Ltd. | 420,623 | $3,961 萬 | 0.24% | +420,623 | 新進 |
| HRT Financial LP | 411,698 | $3,877 萬 | 0.24% | +385,379+1,464.3% | 加碼 |
| AXA S.A. | 410,401 | $3,864 萬 | 0.12% | −19,051−4.4% | 減碼 |
| Rockefeller Capital Management L.P. | 406,712 | $3,830 萬 | 0.11% | +132,252+48.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 403,112 | $3,796 萬 | 0.06% | +38,400+10.5% | 加碼 |
| Conning Inc. | 403,643 | $3,793 萬 | 1.24% | +15,827+4.1% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 398,265 | $3,750 萬 | 0.87% | +24,579+6.6% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 397,039 | $3,739 萬 | 3.92% | +89,527+29.1% | 加碼 |
| Renaissance Technologies LLC | 396,983 | $3,738 萬 | 0.06% | +396,983 | 新進 |
| Todd Asset Management LLC | 385,793 | $3,633 萬 | 0.74% | −29,518−7.1% | 減碼 |
| Hosking Partners LLP | 380,009 | $3,578 萬 | 1.32% | −1,138−0.3% | 減碼 |
| American International Group, Inc. | 376,736 | $3,547 萬 | 0.13% | −5,759−1.5% | 減碼 |
| Fiduciary Trust Co | 376,469 | $3,545 萬 | 0.54% | −2,012−0.5% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,477 萬 | 2.03% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 364,451 | $3,432 萬 | 0.70% | −11,610−3.1% | 減碼 |
| Gradient Investments LLC | 363,672 | $3,424 萬 | 0.79% | +14,973+4.3% | 加碼 |
| Quadrature Capital Ltd | 357,794 | $3,368 萬 | 0.58% | +357,794 | 新進 |
| Arizona State Retirement System | 353,251 | $3,326 萬 | 0.23% | +3,619+1.0% | 加碼 |
| Nomura Asset Management Co Ltd | 350,693 | $3,302 萬 | 0.12% | +8,961+2.6% | 加碼 |
| Swiss Life Asset Management Ltd | 346,186 | $3,260 萬 | 0.45% | +116,691+50.8% | 加碼 |
| Madison Asset Management, LLC | 346,088 | $3,259 萬 | 0.40% | +9,902+2.9% | 加碼 |
| State of Michigan Retirement System | 343,226 | $3,232 萬 | 0.17% | −2,800−0.8% | 減碼 |
| CIBC World Markets Corp | 335,362 | $3,158 萬 | 0.21% | −55,623−14.2% | 減碼 |
| Comerica Bank | 334,715 | $3,152 萬 | 0.14% | +3,016+0.9% | 加碼 |
| Chilton Capital Management LLC | 331,500 | $3,121 萬 | 1.48% | +23,792+7.7% | 加碼 |
| GW&K Investment Management, LLC | 331,355 | $3,120 萬 | 0.28% | −3,585−1.1% | 減碼 |
| Marshall Wace, LLP | 330,400 | $3,111 萬 | 0.05% | +152,854+86.1% | 加碼 |
| Degroof Petercam Asset Management | 330,200 | $3,109 萬 | 0.37% | −2,800−0.8% | 減碼 |
| Janney Montgomery Scott LLC | 325,519 | $3,065 萬 | 0.09% | −14,388−4.2% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 322,065 | $3,033 萬 | 1.85% | −7,488−2.3% | 減碼 |