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。
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 | 2,746 | $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 |
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 164,559 | $1,550 萬 | 0.06% | −13,114−7.4% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 163,628 | $1,541 萬 | 0.35% | −15,467−8.6% | 減碼 |
| Appleton Partners Inc | 162,241 | $1,528 萬 | 1.19% | +4,661+3.0% | 加碼 |
| Pathstone Holdings, LLC | 160,287 | $1,509 萬 | 0.07% | −13,890−8.0% | 減碼 |
| Mercer Global Advisors Inc | 160,051 | $1,507 萬 | 0.04% | −4,869−3.0% | 減碼 |
| Easterly Investment Partners LLC | 157,569 | $1,484 萬 | 1.13% | +30,593+24.1% | 加碼 |
| Glenmede Trust Co NA | 156,809 | $1,477 萬 | 0.07% | −4,754−2.9% | 減碼 |
| Pittenger & Anderson Inc | 156,160 | $1,470 萬 | 0.60% | −130−0.1% | 減碼 |
| Janney Capital Management LLC | 155,987 | $1,469 萬 | 0.98% | +152,948+5,032.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155,447 | $1,464 萬 | 0.04% | −7,392−4.5% | 減碼 |
| FineMark National Bank & Trust | 155,363 | $1,463 萬 | 0.54% | +2,481+1.6% | 加碼 |
| Prudential PLC | 154,441 | $1,454 萬 | 0.12% | +69,808+82.5% | 加碼 |
| Scotia Capital Inc. | 151,196 | $1,424 萬 | 0.08% | +2,532+1.7% | 加碼 |
| Telos Capital Management, Inc. | 149,252 | $1,405 萬 | 1.58% | +8,099+5.7% | 加碼 |
| State of Alaska, Department of Revenue | 149,022 | $1,403 萬 | 0.16% | −4,840−3.1% | 減碼 |
| Wesbanco Bank Inc | 149,007 | $1,403 萬 | 0.53% | +38,684+35.1% | 加碼 |
| British Columbia Investment Management Corp | 147,466 | $1,389 萬 | 0.10% | +4,416+3.1% | 加碼 |
| Argent Trust Co | 143,932 | $1,355 萬 | 0.61% | −1,645−1.1% | 減碼 |
| Nissay Asset Management Corp | 142,048 | $1,338 萬 | 0.09% | −2,456−1.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 140,484 | $1,323 萬 | 0.01% | −6,387−4.3% | 減碼 |
| Greenwich Wealth Management LLC | 139,564 | $1,314 萬 | 1.05% | +115,098+470.4% | 加碼 |
| Capital International Inc | 138,482 | $1,304 萬 | 0.18% | +25,344+22.4% | 加碼 |
| Fred Alger Management, LLC | 138,383 | $1,303 萬 | 0.06% | +15,600+12.7% | 加碼 |
| Calamos Wealth Management LLC | 136,404 | $1,284 萬 | 0.72% | −251−0.2% | 減碼 |
| Colony Group, LLC | 136,367 | $1,284 萬 | 0.10% | +129,842+1,989.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 135,734 | $1,278 萬 | 0.16% | +4,790+3.7% | 加碼 |
| Trexquant Investment LP | 134,875 | $1,270 萬 | 0.25% | +134,875 | 新進 |
| Oppenheimer & Co Inc | 130,780 | $1,231 萬 | 0.20% | −17,663−11.9% | 減碼 |
| Viking Fund Management LLC | 130,150 | $1,225 萬 | 2.22% | 00.0% | 不變 |
| Oak Harvest Investment Services | 127,507 | $1,201 萬 | 1.99% | +45,933+56.3% | 加碼 |
| Daiwa Securities Group Inc. | 126,014 | $1,187 萬 | 0.07% | +7,873+6.7% | 加碼 |
| Eagle Capital Management LLC | 125,918 | $1,186 萬 | 0.05% | −2,899−2.3% | 減碼 |
| CWM, LLC | 125,198 | $1,179 萬 | 0.06% | +4,582+3.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 125,000 | $1,177 萬 | 0.04% | +14,175+12.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 125,000 | $1,177 萬 | 0.04% | −123,168−49.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 122,157 | $1,150 萬 | 0.26% | +10,253+9.2% | 加碼 |
| Captrust Financial Advisors | 122,065 | $1,149 萬 | 0.04% | −45,813−27.3% | 減碼 |
| ING Groep NV | 121,563 | $1,145 萬 | 0.08% | +121,563 | 新進 |
| Grassi Investment Management | 120,750 | $1,137 萬 | 1.03% | −475−0.4% | 減碼 |
| Ethic Inc. | 119,526 | $1,125 萬 | 0.28% | +27,897+30.4% | 加碼 |
| Intact Investment Management Inc. | 118,800 | $1,119 萬 | 0.44% | +38,000+47.0% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 117,610 | $1,107 萬 | 0.97% | +117,610 | 新進 |
| Nixon Peabody Trust Co | 115,965 | $1,092 萬 | 1.00% | +6,102+5.6% | 加碼 |
| Socorro Asset Management LP | 115,933 | $1,092 萬 | 4.17% | +3,020+2.7% | 加碼 |
| BTC Capital Management, Inc. | 115,426 | $1,087 萬 | 0.99% | +115,426 | 新進 |
| Achmea Investment Management B.V. | 115,285 | $1,086 萬 | 0.21% | 00.0% | 不變 |
| Svenska Handelsbanken AB (publ) | 114,745 | $1,080 萬 | 3.41% | +114,745 | 新進 |
| Kovitz Investment Group Partners, LLC | 112,818 | $1,062 萬 | 0.14% | +93,812+493.6% | 加碼 |
| DuPont Capital Management Corp | 112,672 | $1,061 萬 | 0.88% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 112,477 | $1,059 萬 | 0.25% | +3,979+3.7% | 加碼 |
| Illinois Municipal Retirement Fund | 111,005 | $1,045 萬 | 0.16% | +49,729+81.2% | 加碼 |
| Earnest Partners LLC | 109,069 | $1,027 萬 | 0.05% | −111,429−50.5% | 減碼 |
| Capital Analysts, LLC | 109,018 | $1,027 萬 | 0.48% | +1,503+1.4% | 加碼 |
| Boston Common Asset Management, LLC | 108,287 | $1,020 萬 | 0.24% | −86,644−44.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 107,172 | $1,009 萬 | 0.16% | +20,500+23.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 107,092 | $1,008 萬 | 0.20% | +8,494+8.6% | 加碼 |
| Credit Agricole S A | 110,744 | $999.6 萬 | 0.17% | +95,919+647.0% | 加碼 |
| Greystone Financial Group, LLC | 105,819 | $996.4 萬 | 1.99% | +2,411+2.3% | 加碼 |
| Ieq Capital, LLC | 104,840 | $987.2 萬 | 0.14% | +3,823+3.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 103,583 | $975.3 萬 | 0.25% | +656+0.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 102,655 | $966.6 萬 | 0.65% | +15,080+17.2% | 加碼 |
| New Republic Capital, LLC | 102,103 | $961.4 萬 | 6.10% | +230+0.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 101,949 | $960.0 萬 | 0.11% | +18,598+22.3% | 加碼 |
| Quantitative Investment Management, LLC | 100,935 | $950.4 萬 | 0.56% | +100,935 | 新進 |
| Private Advisor Group, LLC | 99,158 | $933.7 萬 | 0.07% | +10,859+12.3% | 加碼 |
| Groupama Asset Managment | 78,475 | $928.0 萬 | 0.17% | −30,364−27.9% | 減碼 |
| GWM Advisors LLC | 98,152 | $924.2 萬 | 0.08% | −19,362−16.5% | 減碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $916.8 萬 | 2.57% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 96,380 | $907.5 萬 | 0.02% | −54,704−36.2% | 減碼 |
| Kestra Advisory Services, LLC | 96,333 | $907.1 萬 | 0.06% | +12,574+15.0% | 加碼 |
| Bokf, NA | 96,595 | $903.5 萬 | 0.16% | +43,417+81.6% | 加碼 |
| Wealthfront Advisers LLC | 95,946 | $903.4 萬 | 0.03% | +1,342+1.4% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 95,845 | $902.5 萬 | 0.03% | +12,750+15.3% | 加碼 |
| Kentucky Retirement Systems | 95,141 | $895.8 萬 | 0.27% | −5,977−5.9% | 減碼 |
| Steel Peak Wealth Management LLC | 94,938 | $893.9 萬 | 0.46% | +5,965+6.7% | 加碼 |
| JustInvest LLC | 94,877 | $893.4 萬 | 0.19% | +17,784+23.1% | 加碼 |
| Aptus Capital Advisors, LLC | 94,617 | $890.9 萬 | 0.19% | +7,526+8.6% | 加碼 |
| Ziegler Capital Management, LLC | 94,467 | $888.6 萬 | 0.34% | −3,241−3.3% | 減碼 |
| Citadel Advisors LLC | 93,831 | $883.5 萬 | 0.01% | −218,555−70.0% | 減碼 |
| Brinker Capital Investments, LLC | 93,444 | $879.9 萬 | 0.09% | −61−0.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 93,444 | $879.9 萬 | 0.09% | −61−0.1% | 減碼 |
| Liontrust Investment Partners LLP | 93,000 | $875.7 萬 | 0.12% | −2,000−2.1% | 減碼 |
| Howe & Rusling Inc | 92,874 | $874.5 萬 | 0.84% | +1,669+1.8% | 加碼 |
| Natixis | 92,602 | $871.9 萬 | 0.05% | −767,574−89.2% | 減碼 |
| Banco Santander, S.A. | 92,122 | $867.4 萬 | 0.10% | −1,405−1.5% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $866.3 萬 | 0.82% | 00.0% | 不變 |
| Core Alternative Capital | 90,547 | $852.6 萬 | 1.53% | −8,736−8.8% | 減碼 |
| Cornerstone Advisors, LLC | 90,200 | $849.3 萬 | 0.35% | −5,600−5.8% | 減碼 |
| Atria Investments LLC | 88,892 | $837.0 萬 | 0.12% | +2,944+3.4% | 加碼 |
| Point72 Asset Management, L.P. | 88,681 | $835.0 萬 | 0.02% | −209,605−70.3% | 減碼 |
| Mediolanum International Funds Ltd | 88,808 | $830.4 萬 | 0.14% | +88,808 | 新進 |
| Maryland State Retirement & Pension System | 91,840 | $825.5 萬 | 0.16% | −1,761−1.9% | 減碼 |
| Cresset Asset Management, LLC | 86,950 | $818.7 萬 | 0.04% | +15,601+21.9% | 加碼 |
| Banque Pictet & Cie SA | 85,646 | $806.4 萬 | 0.08% | −807−0.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 85,489 | $805.0 萬 | 0.96% | +20,810+32.2% | 加碼 |
| AQR Capital Management LLC | 85,553 | $803.1 萬 | 0.01% | −18,260−17.6% | 減碼 |
| Pacer Advisors, Inc. | 85,188 | $802.1 萬 | 0.02% | +2,025+2.4% | 加碼 |
| Lyell Wealth Management, LP | 84,254 | $793.3 萬 | 0.81% | +5,140+6.5% | 加碼 |
| Advisors Asset Management, Inc. | 83,786 | $788.9 萬 | 0.15% | −2,586−3.0% | 減碼 |
| D.A. Davidson & Co. | 83,159 | $783.0 萬 | 0.07% | +5,908+7.6% | 加碼 |