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 $2,819 億；維京全球投資和索羅斯基金管理兩位大師持有。
2024 年第 2 季 13F 持有人
Morgan Stanley 在 2024/6/30 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
- 1,829
- 較 2024 年第 1 季 +61 家
- 持有股數
- 13.5 億
- 較 2024 年第 1 季 −297.4 萬 (−0.2%)
- 總市值
- $1,312 億
- 較 2024 年第 1 季 +$38.8 億 (+3.0%)
- 新進機構
- 168
- 另有 741 家加碼
- 清倉機構
- 107
- 另有 658 家減碼
另有 31 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | $2,819 億 |
| 2026 年第 1 季 | 2,514 | $2,182 億 |
| 2025 年第 4 季 | 2,533 | $2,408 億 |
| 2025 年第 3 季 | 2,266 | $2,179 億 |
| 2025 年第 2 季 | 2,209 | $1,920 億 |
| 2025 年第 1 季 | 2,104 | $1,599 億 |
| 2024 年第 4 季 | 2,118 | $1,711 億 |
| 2024 年第 3 季 | 1,875 | $1,454 億 |
| 2024 年第 2 季 | 1,829 | $1,362 億 |
| 2024 年第 1 季 | 1,799 | $1,339 億 |
| 2023 年第 4 季 | 1,761 | $1,347 億 |
| 2023 年第 3 季 | 1,671 | $1,131 億 |
| 2023 年第 2 季 | 1,689 | $1,192 億 |
| 2023 年第 1 季 | 1,674 | $1,270 億 |
| 2022 年第 4 季 | 1,682 | $1,209 億 |
| 2022 年第 3 季 | 1,586 | $1,134 億 |
| 2022 年第 2 季 | 1,607 | $1,097 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,476 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,440 億 |
| 2021 年第 1 季 | 1,516 | $1,239 億 |
2024 年第 2 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 2024 年第 1 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 | $366.5 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 110,268,763 | $107.2 億 | 0.47% | −1,300,915−1.2% | 減碼 |
| Vanguard Group Inc | 108,650,157 | $105.6 億 | 0.20% | +214,039+0.2% | 加碼 |
| BlackRock Inc. | 84,368,261 | $82.0 億 | 0.19% | −4,851,220−5.4% | 減碼 |
| JPMorgan Chase & Co | 49,595,731 | $48.2 億 | 0.42% | −683,895−1.4% | 減碼 |
| Wellington Management Group LLP | 38,531,143 | $37.4 億 | 0.67% | −4,370,526−10.2% | 減碼 |
| Capital International Investors | 29,690,060 | $28.9 億 | 0.59% | +1,208,990+4.2% | 加碼 |
| Geode Capital Management, LLC | 24,971,096 | $24.2 億 | 0.21% | +428,558+1.7% | 加碼 |
| FMR LLC | 23,176,614 | $22.5 億 | 0.14% | +5,915,271+34.3% | 加碼 |
| Fisher Asset Management, LLC | 21,814,109 | $21.2 億 | 0.92% | +1,031,032+5.0% | 加碼 |
| Bank of America Corp | 21,016,146 | $20.4 億 | 0.20% | −1,717,010−7.6% | 減碼 |
| Massachusetts Financial Services Co | 19,490,842 | $18.9 億 | 0.58% | −337,264−1.7% | 減碼 |
| Norges Bank | 14,346,860 | $13.9 億 | 0.21% | +1,080,005+8.1% | 加碼 |
| Goldman Sachs Group Inc | 13,739,561 | $13.4 億 | 0.26% | +3,865,111+39.1% | 加碼 |
| Ameriprise Financial Inc | 13,015,331 | $12.7 億 | 0.34% | −281,368−2.1% | 減碼 |
| Bank of New York Mellon Corp | 12,875,677 | $12.5 億 | 0.24% | +303,654+2.4% | 加碼 |
| Price T Rowe Associates Inc | 12,632,804 | $12.3 億 | 0.15% | −258,801−2.0% | 減碼 |
| Northern Trust Corp | 11,967,496 | $11.6 億 | 0.20% | +155,478+1.3% | 加碼 |
| Charles Schwab Investment Management Inc | 10,956,373 | $10.6 億 | 0.20% | +82,955+0.8% | 加碼 |
| Invesco Ltd. | 10,806,492 | $10.5 億 | 0.22% | −663,651−5.8% | 減碼 |
| UBS Group AG | 9,963,250 | $9.68 億 | 0.30% | +1,191,232+13.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 8,980,242 | $8.73 億 | 0.81% | −535,578−5.6% | 減碼 |
| Dimensional Fund Advisors LP | 8,834,372 | $8.59 億 | 0.22% | +242,896+2.8% | 加碼 |
| Capital Research Global Investors | 8,655,732 | $8.41 億 | 0.18% | −1,662,265−16.1% | 減碼 |
| Legal & General Group Plc | 8,203,399 | $7.97 億 | 0.23% | −116,956−1.4% | 減碼 |
| UBS Asset Management Americas Inc | 8,068,397 | $7.84 億 | 0.22% | +2,115,557+35.5% | 加碼 |
| Royal Bank of Canada | 7,769,672 | $7.55 億 | 0.18% | +3,190,153+69.7% | 加碼 |
| Boston Partners | 7,153,515 | $6.97 億 | 0.87% | +2,0230.0% | 加碼 |
| Janus Henderson Group PLC | 6,756,525 | $6.57 億 | 0.35% | −152,196−2.2% | 減碼 |
| Bank of Montreal | 6,163,303 | $6.03 億 | 0.18% | −480,258−7.2% | 減碼 |
| Morgan Stanley | 6,068,850 | $5.90 億 | 0.05% | +91,620+1.5% | 加碼 |
| Nuveen Asset Management, LLC | 5,912,713 | $5.75 億 | 0.17% | −47,698−0.8% | 減碼 |
| Capital World Investors | 5,609,171 | $5.45 億 | 0.09% | +70.0% | 加碼 |
| Amundi | 5,304,672 | $5.28 億 | 0.20% | −412,878−7.2% | 減碼 |
| Barclays PLC | 5,356,164 | $5.21 億 | 0.24% | −3,362,598−38.6% | 減碼 |
| Principal Financial Group Inc | 4,675,685 | $4.54 億 | 0.27% | +6,596+0.1% | 加碼 |
| Schroder Investment Management Group | 4,669,837 | $4.54 億 | 0.50% | +733,384+18.6% | 加碼 |
| Franklin Resources Inc | 4,481,328 | $4.36 億 | 0.13% | −2,039,805−31.3% | 減碼 |
| Deutsche Bank AG | 4,177,814 | $4.06 億 | 0.18% | +881,020+26.7% | 加碼 |
| Wells Fargo & Company | 4,152,019 | $4.04 億 | 0.10% | +245,614+6.3% | 加碼 |
| Voya Investment Management LLC | 3,985,049 | $3.87 億 | 0.38% | +944,283+31.1% | 加碼 |
| HSBC Holdings PLC | 3,261,248 | $3.17 億 | 0.20% | −102,561−3.0% | 減碼 |
| Alliancebernstein L.P. | 2,830,611 | $2.75 億 | 0.10% | −69,555−2.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,704,068 | $2.63 億 | 0.19% | −227,660−7.8% | 減碼 |
| Cullen Capital Management LLC | 2,580,429 | $2.51 億 | 2.89% | −125,873−4.7% | 減碼 |
| Rhumbline Advisers | 2,516,009 | $2.45 億 | 0.23% | +4,868+0.2% | 加碼 |
| Envestnet Asset Management Inc | 2,512,442 | $2.44 億 | 0.09% | +99,480+4.1% | 加碼 |
| California Public Employees Retirement System | 2,468,311 | $2.40 億 | 0.18% | −1,123,685−31.3% | 減碼 |
| National Bank of Canada | 2,345,860 | $2.33 億 | 0.36% | +1,732,508+282.5% | 加碼 |
| Canada Pension Plan Investment Board | 2,333,770 | $2.27 億 | 0.22% | −1,175,579−33.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,225,075 | $2.16 億 | 0.14% | −34,373−1.5% | 減碼 |
| Marshall Wace, LLP | 2,083,424 | $2.02 億 | 0.29% | +1,753,024+530.6% | 加碼 |
| National Pension Service | 2,074,513 | $2.02 億 | 0.23% | +18,952+0.9% | 加碼 |
| Ensign Peak Advisors, Inc | 2,063,707 | $2.01 億 | 0.37% | −212,331−9.3% | 減碼 |
| Fayez Sarofim & Co | 2,058,135 | $2.00 億 | 0.54% | +899,359+77.6% | 加碼 |
| California State Teachers Retirement System | 1,985,193 | $1.93 億 | 0.24% | +9060.0% | 加碼 |
| Lord, Abbett & Co. LLC | 1,977,082 | $1.92 億 | 0.63% | +27,504+1.4% | 加碼 |
| Unisphere Establishment | 1,950,000 | $1.90 億 | 1.91% | 00.0% | 不變 |
| Nordea Investment Management AB | 1,910,891 | $1.85 億 | 0.22% | −313,630−14.1% | 減碼 |
| Citigroup Inc | 1,833,872 | $1.78 億 | 0.17% | +121,555+7.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,791,472 | $1.74 億 | 1.71% | −4,025,371−69.2% | 減碼 |
| Neuberger Berman Group LLC | 1,773,697 | $1.72 億 | 0.14% | −225,263−11.3% | 減碼 |
| Raymond James & Associates | 1,734,048 | $1.69 億 | 0.11% | +33,930+2.0% | 加碼 |
| CI Private Wealth, LLC | 1,690,074 | $1.64 億 | 0.29% | −166,479−9.0% | 減碼 |
| Millennium Management LLC | 1,680,185 | $1.63 億 | 0.13% | +642,466+61.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,654,210 | $1.61 億 | 0.17% | +666,645+67.5% | 加碼 |
| Focused Investors LLC | 1,649,700 | $1.60 億 | 5.21% | −46,500−2.7% | 減碼 |
| Macquarie Group Ltd | 1,644,188 | $1.60 億 | 0.18% | +114,068+7.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,636,366 | $1.59 億 | 0.19% | +166,934+11.4% | 加碼 |
| New York State Common Retirement Fund | 1,601,607 | $1.56 億 | 0.20% | −31,403−1.9% | 減碼 |
| Stifel Financial Corp | 1,542,924 | $1.50 億 | 0.17% | +17,705+1.2% | 加碼 |
| Great West Life Assurance Co | 1,541,908 | $1.50 億 | 0.28% | +121,866+8.6% | 加碼 |
| Fifth Third Bancorp | 1,526,147 | $1.48 億 | 0.56% | −85,835−5.3% | 減碼 |
| Primecap Management Co | 1,505,901 | $1.46 億 | 0.11% | −62,813−4.0% | 減碼 |
| Prudential Financial Inc | 1,472,058 | $1.43 億 | 0.21% | +538,691+57.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,466,767 | $1.43 億 | 0.20% | +188,404+14.7% | 加碼 |
| Standard Life Aberdeen plc | 1,466,181 | $1.42 億 | 0.27% | +25,395+1.8% | 加碼 |
| LPL Financial LLC | 1,408,908 | $1.37 億 | 0.07% | +192,027+15.8% | 加碼 |
| FIL Ltd | 1,395,656 | $1.36 億 | 0.13% | −111,143−7.4% | 減碼 |
| Hamlin Capital Management, LLC | 1,387,091 | $1.35 億 | 3.97% | −14,042−1.0% | 減碼 |
| Federated Hermes, Inc. | 1,372,582 | $1.33 億 | 0.32% | −82,004−5.6% | 減碼 |
| Qube Research & Technologies Ltd | 1,329,405 | $1.29 億 | 0.24% | +478,956+56.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,297,437 | $1.26 億 | 0.53% | −4,398−0.3% | 減碼 |
| Evercore Wealth Management, LLC | 1,292,178 | $1.26 億 | 1.98% | −6,387−0.5% | 減碼 |
| Tredje AP-fonden | 1,217,673 | $1.18 億 | 1.14% | +74,600+6.5% | 加碼 |
| New York State Teachers Retirement System | 1,208,217 | $1.17 億 | 0.25% | −56,473−4.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,200,334 | $1.17 億 | 0.22% | −28,500−2.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,167,614 | $1.13 億 | 0.22% | −253,541−17.8% | 減碼 |
| American Century Companies Inc | 1,153,910 | $1.12 億 | 0.07% | −44,264−3.7% | 減碼 |
| Natixis Advisors, L.P. | 1,136,587 | $1.10 億 | 0.24% | +57,156+5.3% | 加碼 |
| Artisan Partners Limited Partnership | 1,127,176 | $1.10 億 | 0.17% | +70,875+6.7% | 加碼 |
| Bessemer Group Inc | 1,123,905 | $1.09 億 | 0.19% | +344,454+44.2% | 加碼 |
| Commerce Bank | 1,120,850 | $1.09 億 | 0.71% | +1,666+0.1% | 加碼 |
| Douglas Lane & Associates, LLC | 1,031,403 | $1.00 億 | 1.42% | −7,362−0.7% | 減碼 |
| Capital Fund Management S.A. | 1,023,881 | $9,951 萬 | 1.13% | +149,196+17.1% | 加碼 |
| Retirement Systems of Alabama | 1,004,952 | $9,767 萬 | 0.38% | −44,055−4.2% | 減碼 |
| Korea Investment CORP | 987,357 | $9,596 萬 | 0.24% | +1,125+0.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 979,828 | $9,523 萬 | 0.40% | +344,371+54.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 947,905 | $9,213 萬 | 0.22% | +8,840+0.9% | 加碼 |
| Squarepoint Ops LLC | 930,003 | $9,039 萬 | 0.34% | +463,997+99.6% | 加碼 |