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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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2024 年第 2 季與 2024 年第 1 季比較

持有 Morgan Stanley 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

MS 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數1,799311,829+61
股數13.6 億555.0 萬13.5 億−297.4 萬 (−0.2%)
市值$1,278 億$5.22 億$1,312 億+$38.8 億 (+3.0%)

31 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(168 家)

2024 年第 2 季季末持有 Morgan Stanley、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 168 家。

2024 年第 2 季新進 MS 的機構
機構股數市值佔組合 %
Zurich Insurance Group Ltd451,180$4,385 萬0.38%
Corebridge Financial, Inc.350,703$3,408 萬0.19%
Susquehanna Fundamental Investments, LLC206,066$2,003 萬0.46%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)201,333$1,957 萬0.22%
Mirae Asset Global ETFs Holdings Ltd.177,190$1,722 萬0.04%
Cubist Systematic Strategies, LLC176,460$1,715 萬0.30%
Ninety One SA (PTY) Ltd173,121$1,678 萬2.60%
ExodusPoint Capital Management, LP155,144$1,508 萬0.17%
Sanctuary Advisors, LLC158,689$1,473 萬0.11%
Element Capital Management LLC110,048$1,070 萬0.83%
Lighthouse Investment Partners, LLC98,806$960.3 萬0.54%
Mizuho Securities USA LLC96,483$937.7 萬0.21%
Centre Asset Management, LLC95,988$932.9 萬2.14%
F/M Investments LLC90,989$885.8 萬0.32%
MBB Public Markets I LLC86,307$838.8 萬0.17%
Grantham, Mayo, Van Otterloo & Co. LLC84,867$824.8 萬0.03%
Omers Administration Corp84,553$821.8 萬0.08%
Leuthold Group, LLC66,828$649.5 萬0.75%
Beacon Harbor Wealth Advisors, Inc.66,119$642.6 萬1.67%
Strategic Financial Concepts, LLC52,591$633.7 萬0.02%
Interval Partners, LP64,703$628.8 萬0.18%
Seven Eight Capital, LP55,705$541.4 萬0.57%
Tradewinds, LLC.55,152$536.0 萬1.65%
Moran Wealth Management, LLC52,838$513.5 萬0.17%
Point72 Hong Kong Ltd41,791$406.2 萬0.25%
Engineers Gate Manager LP38,609$375.2 萬0.08%
Surience Private Wealth LLC38,161$370.9 萬4.77%
Neo Ivy Capital Management38,092$370.2 萬0.73%
Mattson Financial Services, LLC34,074$331.2 萬1.18%
Centiva Capital, LP29,888$290.5 萬0.14%
La Banque Postale Asset Management SA23,040$223.9 萬0.09%
Nebula Research & Development LLC22,755$221.2 萬0.36%
William B. Walkup & Associates, Inc.21,830$212.2 萬1.39%
Rpo LLC20,371$198.0 萬2.99%
Y-Intercept (Hong Kong) Ltd20,179$196.1 萬0.11%
Brown Financial Advisors20,143$195.8 萬0.87%
Qsemble Capital Management, LP19,989$194.3 萬0.37%
Orbis Allan Gray Ltd19,800$192.4 萬0.01%
Eisler Capital (US) LLC18,763$182.4 萬0.34%
Ashburton (Jersey) Ltd18,130$179.8 萬0.76%
J. Safra Sarasin Holding AG18,468$179.5 萬0.03%
IMC-Chicago, LLC17,398$169.1 萬0.05%
Group One Trading, L.P.16,236$157.8 萬0.05%
Maven Securities LTD14,778$143.6 萬0.22%
Quest Partners LLC13,348$129.7 萬0.18%
CFS Investment Advisory Services, LLC12,664$123.0 萬0.10%
Golden State Equity Partners12,128$117.9 萬0.25%
Mint Tower Capital Management B.V.11,500$111.8 萬0.44%
Pensionmark Financial Group, LLC10,389$101.0 萬0.06%
PEAK6 Investments LLC8,865$86.2 萬0.04%
Headlands Technologies LLC8,478$82.4 萬0.09%
Laurion Capital Management LP8,162$79.3 萬0.03%
Stevens Capital Management LP8,080$78.5 萬0.27%
Genesee Capital Advisors, LLC8,029$78.0 萬0.38%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH7,988$77.6 萬0.03%
LGT Fund Management Co Ltd.7,942$77.2 萬0.10%
Patton Albertson Miller Group, LLC7,911$76.9 萬0.11%
Sciencast Management LP7,257$70.5 萬0.25%
Zacks Investment Management6,770$65.8 萬0.01%
Alpine Global Management, LLC6,500$63.2 萬0.11%
Graham Capital Management, L.P.6,468$62.9 萬0.02%
Lee Danner & Bass Inc6,463$62.8 萬0.05%
Versor Investments LP6,122$59.5 萬0.11%
Wiley Bros.-Aintree Capital, LLC6,068$59.0 萬0.03%
Chase Investment Counsel Corp5,539$53.8 萬0.19%
Lazari Capital Management, Inc.5,409$52.6 萬0.24%
Flagship Harbor Advisors, LLC5,391$52.4 萬0.03%
CTC Alternative Strategies, Ltd.5,200$50.5 萬0.21%
Arete Wealth Advisors, LLC5,135$49.7 萬0.04%
Diversify Wealth Management, LLC5,285$48.7 萬0.06%
Humankind Investments LLC4,941$48.0 萬0.13%
Arista Wealth Management, LLC4,815$46.8 萬0.12%
Cable Hill Partners, LLC4,797$46.6 萬0.05%
Nottingham Advisors, Inc.4,784$46.5 萬0.06%
Marex Group plc4,644$45.1 萬0.01%
Knollwood Investment Advisory, LLC4,258$41.4 萬0.05%
Daymark Wealth Partners, LLC4,083$39.7 萬0.02%
Cromwell Holdings LLC4,034$39.2 萬0.23%
Symphony Financial, Ltd. Co.3,708$36.4 萬0.07%
One Capital Management, LLC3,644$35.4 萬0.01%
Oxford Financial Group Ltd3,532$34.3 萬0.02%
ClearAlpha Technologies LP3,231$31.4 萬0.12%
Hobbs Group Advisors, LLC3,181$30.9 萬0.12%
San Luis Wealth Advisors LLC3,144$30.6 萬0.07%
Summit Wealth Group, LLC2,983$29.0 萬0.09%
Atlantic Union Bankshares Corp2,984$29.0 萬0.02%
Balboa Wealth Partners2,946$28.6 萬0.08%
Great Lakes Advisors, LLC2,924$28.4 萬0.00%
Pure Financial Advisors, Inc.2,921$28.4 萬0.01%
Journey Strategic Wealth LLC2,914$28.3 萬0.01%
3Chopt Investment Partners, LLC2,907$28.3 萬0.09%
Eagle Strategies LLC2,837$27.6 萬0.05%
Diversified, LLC2,718$26.4 萬0.03%
Gallagher Fiduciary Advisors, LLC2,644$25.7 萬0.06%
TFB Advisors LLC2,563$24.9 萬0.08%
Michael B. Yongue2,553$24.8 萬0.21%
Alpha Cubed Investments, LLC2,507$24.4 萬0.01%
Allegheny Financial Group LTD2,400$23.3 萬0.07%
Fairscale Capital, LLC2,195$23.3 萬0.21%
ISAM Funds (UK) Ltd2,392$23.2 萬0.17%

清倉機構(107 家)

2024 年第 1 季季末持有 Morgan Stanley、2024 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 107 家。

2024 年第 2 季清倉 MS 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Holocene Advisors, LP1,134,974$1.07 億
American International Group, Inc.376,736$3,547 萬
Texas Permanent School Fund289,535$2,726 萬
Bornite Capital Management LP250,000$2,354 萬
Cinctive Capital Management LP193,570$1,823 萬
Moore Capital Management, LP190,190$1,791 萬
Philadelphia Financial Management of San Francisco, LLC176,724$1,664 萬
Quantitative Investment Management, LLC100,935$950.4 萬
Point72 Asset Management, L.P.88,681$835.0 萬
Bernzott Capital Advisors73,424$691.4 萬
Sandler Capital Management60,950$573.9 萬
Providence Capital Advisors, LLC60,400$568.7 萬
Metropolitan Life Insurance Co50,529$475.8 萬
Lincoln National Corp42,628$397.4 萬
Davis-Rea Ltd.40,300$379.5 萬
Van Eck Associates Corp34,454$324.4 萬
Mizuho Markets Cayman LP34,111$318.1 萬
Alberta Investment Management Corp28,500$268.4 萬
University of Texas/Texas Am Investment Managment Co28,732$267.9 萬
XTX Topco Ltd28,255$266.0 萬
Bayesian Capital Management, LP28,249$266.0 萬
New Age Alpha Advisors, LLC25,000$235.4 萬
Concentric Capital Strategies, LP23,703$223.2 萬
Mirabella Financial Services LLP23,570$221.9 萬
Caxton Associates LP23,250$218.9 萬
CoreCap Advisors, LLC23,095$217.5 萬
Paralel Advisors LLC21,773$205.0 萬
Brevan Howard Capital Management LP21,174$199.4 萬
Mirador Capital Partners LP15,345$144.5 萬
Bedell Frazier Investment Counseling, LLC15,309$144.1 萬
Charter Oak Capital Management, LLC13,956$131.4 萬
WCG Wealth Advisors LLC13,577$127.8 萬
Meridian Wealth Management, LLC13,201$124.3 萬
Deltec Asset Management LLC12,500$117.7 萬
Evoke Wealth, LLC11,774$110.9 萬
Radnor Capital Management, LLC11,602$109.2 萬
Axq Capital, LP11,300$106.4 萬
HAP Trading, LLC11,273$106.1 萬
Flow State Investments, L.P.11,200$105.5 萬
FourThought Financial Partners, LLC9,983$94.0 萬
Banco BTG Pactual S.A.10,000$93.3 萬
Woodmont Investment Counsel LLC8,401$79.1 萬
Private Portfolio Partners LLC8,050$75.8 萬
MQS Management LLC6,087$57.3 萬
Worm Capital, LLC5,986$56.4 萬
One River Asset Management, LLC5,330$50.2 萬
Allred Capital Management, LLC4,374$41.2 萬
Edgestream Partners, L.P.4,303$40.5 萬
South Dakota Investment Council4,300$40.5 萬
Neville Rodie & Shaw Inc3,926$37.0 萬
Marest Capital, LLC3,855$36.3 萬
Eqis Capital Management, Inc.3,774$35.5 萬
Nwam LLC3,670$35.1 萬
Signet Financial Management, LLC3,728$35.1 萬
World Equity Group, Inc.3,637$34.2 萬
Cassaday & Co Wealth Management LLC3,437$32.4 萬
Oversea-Chinese Banking CORP Ltd3,443$32.2 萬
Investment Partners Asset Management, Inc.3,313$31.2 萬
Cedar Brook Financial Partners, LLC3,075$29.0 萬
Delta Financial Group, Inc.3,049$28.7 萬
FDx Advisors, Inc.2,895$27.3 萬
Deerfield Management Company, L.P. (Series C)2,734$25.7 萬
Scientech Research LLC2,720$25.6 萬
Jackson Wealth Management, LLC2,568$24.2 萬
Planned Solutions, Inc.2,530$23.8 萬
CenterStar Asset Management, LLC2,496$23.5 萬
Angeles Investment Advisors, LLC2,362$22.2 萬
Maltin Wealth Management, Inc.2,262$21.3 萬
Morris Retirement Advisors, LLC2,261$21.3 萬
United Bank2,242$21.1 萬
HFG Advisors, Inc.2,240$21.1 萬
Andra AP-fonden2,211$20.8 萬
AXS Investments LLC2,211$20.8 萬
BKM Wealth Management, LLC2,204$20.8 萬
180 Wealth Advisors, LLC2,191$20.6 萬
Coastwise Capital Group, LLC2,174$20.5 萬
Lifestyle Asset Management, Inc.2,172$20.5 萬
Baron Silver Stevens Financial Advisors, LLC2,159$20.3 萬
WSFS Capital Management, LLC2,148$20.2 萬
SignalPoint Asset Management, LLC2,147$20.2 萬
Perennial Investment Advisors, LLC2,056$19.4 萬
Royal Fund Management, LLC1,760$16.6 萬
Future Financial Wealth Managment LLC1,000$9.42 萬
Founders Capital Management962$9.06 萬
CoreFirst Bank & Trust661$6.22 萬
FRG Family Wealth Advisors LLC667$6.06 萬
LifeSteps Financial, Inc.621$5.85 萬
Vima LLC625$5.49 萬
Northwest Capital Management Inc475$4.47 萬
Harvest Fund Management Co., Ltd358$3.40 萬
Fernwood Investment Management, LLC350$3.30 萬
Hillsdale Investment Management Inc.260$2.45 萬
Northwest Investment Counselors, LLC225$2.12 萬
Horizon Bancorp Inc173$1.60 萬
TD Capital Management LLC140$1.32 萬
Oliver Lagore Vanvalin Investment Group118$1.11 萬
nVerses Capital, LLC100$9,416
Mma Asset Management LLC81$7,627
ICA Group Wealth Management, LLC75$7,062
Financial Synergies Wealth Advisors, Inc.70$6,592

尚未申報 2024 年第 2 季的機構(31 家)

2024 年第 1 季季末持有 Morgan Stanley、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 MS、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG3,023,296$2.85 億
Focused Investors Fund L P1,696,200$1.60 億
Degroof Petercam Asset Management330,200$3,109 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund192,233$1,810 萬
Ziegler Capital Management, LLC94,467$888.6 萬
Zenyatta Capital Management LP35,000$329.6 萬
Wilbanks Smith & Thomas Asset Management LLC23,212$218.6 萬
Atlas Private Wealth Management21,824$205.5 萬
Grey Street Capital, LLC20,427$192.3 萬
Connectus Wealth, LLC19,695$185.4 萬
Executive Wealth Group LLC15,153$135.1 萬
Van Leeuwen & Company, LLC11,550$108.8 萬
InterOcean Capital Group, LLC10,289$96.9 萬
Steward Partners Investment Solutions, LLC6,725$63.3 萬
Cubic Asset Management, LLC6,296$59.3 萬
Cambridge Trust Co5,335$50.2 萬
American National Bank & Trust Co4,269$40.2 萬
Eudaimonia Partners, LLC3,677$34.6 萬
CWA Asset Management Group, LLC3,360$31.6 萬
Watts Gwilliam & Co., LLC3,055$30.4 萬
Cutler Group LP3,029$28.5 萬
Objective Capital Management, LLC3,013$28.4 萬
Oracle Alpha Inc.2,760$26.0 萬
Tactive Advisors, LLC2,700$25.4 萬
Highlander Capital Management, LLC2,600$24.5 萬
Pflug Koory, LLC2,424$22.8 萬
Shell Asset Management Co2,297$22.3 萬
Centurion Wealth Management LLC2,194$20.7 萬
Credential Qtrade Securities Inc.1,316$12.4 萬
FSA Wealth Management LLC492$4.63 萬
Norwood Financial Corp419$3.94 萬