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 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 | 2,746 | $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 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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 41,791 | $406.2 萬 | 0.25% | +41,791 | 新進 |
| Stock Yards Bank & Trust Co | 42,162 | $409.8 萬 | 0.14% | −487−1.1% | 減碼 |
| Veriti Management LLC | 42,854 | $416.5 萬 | 0.26% | +10,990+34.5% | 加碼 |
| Hodges Capital Management Inc. | 43,539 | $423.2 萬 | 0.28% | +1,543+3.7% | 加碼 |
| Cullinan Associates Inc | 43,799 | $425.7 萬 | 0.24% | +8,579+24.4% | 加碼 |
| Empirical Finance, LLC | 44,150 | $429.1 萬 | 0.27% | −4,221−8.7% | 減碼 |
| Lincluden Management Ltd | 44,295 | $430.5 萬 | 0.52% | −117−0.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 44,312 | $430.7 萬 | 0.44% | +1,634+3.8% | 加碼 |
| CAPROCK Group, Inc. | 44,336 | $430.9 萬 | 0.18% | +25,169+131.3% | 加碼 |
| Norinchukin Bank, The | 44,378 | $431.3 萬 | 0.12% | +152+0.3% | 加碼 |
| SkyOak Wealth, LLC | 44,571 | $433.2 萬 | 1.01% | −814−1.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 44,635 | $433.8 萬 | 1.01% | +1,005+2.3% | 加碼 |
| Linscomb & Williams, Inc. | 44,700 | $434.4 萬 | 0.22% | −74−0.2% | 減碼 |
| Torray LLC | 44,836 | $435.8 萬 | 0.65% | +213+0.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 45,529 | $442.5 萬 | 0.30% | −7,242−13.7% | 減碼 |
| Empowered Funds, LLC | 45,747 | $444.6 萬 | 0.08% | +10,765+30.8% | 加碼 |
| Alpha DNA Investment Management LLC | 46,207 | $449.1 萬 | 2.55% | +23,387+102.5% | 加碼 |
| First National Bank of Omaha | 46,290 | $449.9 萬 | 0.30% | +11,119+31.6% | 加碼 |
| Cito Capital Group, LLC | 46,355 | $450.5 萬 | 1.75% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 45,686 | $450.6 萬 | 0.08% | +40,355+757.0% | 加碼 |
| Trajan Wealth LLC | 46,455 | $451.5 萬 | 0.29% | −254−0.5% | 減碼 |
| Summit Financial, LLC | 46,468 | $451.6 萬 | 0.21% | +18,829+68.1% | 加碼 |
| Institutional & Family Asset Management, LLC | 46,631 | $453.2 萬 | 0.69% | −1,291−2.7% | 減碼 |
| NEOS Investment Management LLC | 46,646 | $453.4 萬 | 0.19% | +14,940+47.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 46,784 | $454.7 萬 | 0.05% | +3,690+8.6% | 加碼 |
| HB Wealth Management, LLC | 47,211 | $458.8 萬 | 0.05% | +2,658+6.0% | 加碼 |
| First Manhattan Co | 47,576 | $462.4 萬 | 0.01% | −144−0.3% | 減碼 |
| Simon Quick Advisors, LLC | 47,610 | $462.7 萬 | 0.33% | +1,182+2.5% | 加碼 |
| Joel Isaacson & Co., LLC | 47,834 | $464.9 萬 | 0.24% | +193+0.4% | 加碼 |
| Glenview Trust Co | 47,873 | $465.3 萬 | 0.09% | −1,301−2.6% | 減碼 |
| Tiaa Trust, National Association | 47,996 | $466.5 萬 | 0.01% | −210−0.4% | 減碼 |
| Vinva Investment Management Ltd | 48,986 | $469.1 萬 | 0.24% | +10,604+27.6% | 加碼 |
| Elk River Wealth Management, LLC | 48,576 | $472.1 萬 | 0.92% | +432+0.9% | 加碼 |
| Jupiter Wealth Management LLC | 45,928 | $474.0 萬 | 2.51% | −1,680−3.5% | 減碼 |
| Ballentine Partners, LLC | 49,215 | $478.3 萬 | 0.09% | +148+0.3% | 加碼 |
| Intech Investment Management LLC | 49,351 | $479.6 萬 | 0.06% | −25,193−33.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 49,625 | $482.3 萬 | 0.17% | +90.0% | 加碼 |
| Verition Fund Management LLC | 50,333 | $489.2 萬 | 0.04% | +18,119+56.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 50,887 | $494.6 萬 | 0.08% | +10,878+27.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 51,143 | $497.1 萬 | 0.39% | +10,378+25.5% | 加碼 |
| Investment Management Corp of Ontario | 51,253 | $498.1 萬 | 0.13% | +7,500+17.1% | 加碼 |
| Parallel Advisors, LLC | 51,499 | $500.5 萬 | 0.13% | −1,688−3.2% | 減碼 |
| Consolidated Investment Group LLC | 51,600 | $501.5 萬 | 0.78% | 00.0% | 不變 |
| Metis Global Partners, LLC | 51,824 | $503.7 萬 | 0.17% | −466−0.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 51,826 | $503.7 萬 | 0.12% | +1,600+3.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 51,958 | $505.0 萬 | 0.05% | −23,787−31.4% | 減碼 |
| Rakuten Investment Management, Inc. | 52,939 | $507.0 萬 | 0.03% | +19,440+58.0% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 52,663 | $511.8 萬 | 1.65% | −210−0.4% | 減碼 |
| Trifecta Capital Advisors, LLC | 52,749 | $512.7 萬 | 1.13% | −355−0.7% | 減碼 |
| Foundations Investment Advisors, LLC | 52,770 | $512.9 萬 | 0.12% | −3,861−6.8% | 減碼 |
| Moran Wealth Management, LLC | 52,838 | $513.5 萬 | 0.17% | +52,838 | 新進 |
| Atria Wealth Solutions, Inc. | 52,959 | $514.7 萬 | 0.06% | −3,071−5.5% | 減碼 |
| Balyasny Asset Management LLC | 53,020 | $515.3 萬 | 0.01% | −43,360−45.0% | 減碼 |
| Massmutual Trust Co FSB | 53,393 | $518.9 萬 | 0.16% | −4,040−7.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 54,052 | $525.3 萬 | 0.11% | +3,525+7.0% | 加碼 |
| Old Second National Bank of Aurora | 54,255 | $527.3 萬 | 1.35% | −1,030−1.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 54,422 | $528.9 萬 | 0.08% | −52,750−49.2% | 減碼 |
| Synovus Financial Corp | 54,734 | $532.0 萬 | 0.07% | −1,348−2.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 54,966 | $534.2 萬 | 0.09% | +6,933+14.4% | 加碼 |
| Tradewinds, LLC. | 55,152 | $536.0 萬 | 1.65% | +55,152 | 新進 |
| Huntington National Bank | 55,676 | $541.1 萬 | 0.04% | +2,356+4.4% | 加碼 |
| Seven Eight Capital, LP | 55,705 | $541.4 萬 | 0.57% | +55,705 | 新進 |
| Geller Advisors LLC | 56,352 | $547.7 萬 | 0.41% | −94−0.2% | 減碼 |
| Aureus Asset Management, LLC | 56,542 | $549.5 萬 | 0.38% | −328−0.6% | 減碼 |
| Assenagon Asset Management S.A. | 56,765 | $551.7 萬 | 0.01% | −2,645−4.5% | 減碼 |
| First Hawaiian Bank | 57,261 | $556.5 萬 | 0.19% | +965+1.7% | 加碼 |
| AlTi Global, Inc. | 57,387 | $557.7 萬 | 0.15% | −24,142−29.6% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,680 | $560.6 萬 | 0.01% | −1,465,435−96.2% | 減碼 |
| HighPoint Advisor Group LLC | 54,050 | $560.8 萬 | 0.33% | +16,547+44.1% | 加碼 |
| Coldstream Capital Management Inc | 58,275 | $566.4 萬 | 0.14% | +1,215+2.1% | 加碼 |
| Xcel Wealth Management, LLC | 58,275 | $566.4 萬 | 1.77% | −670−1.1% | 減碼 |
| Becker Capital Management Inc | 58,606 | $569.6 萬 | 0.20% | −288−0.5% | 減碼 |
| Cunning Capital Partners, LP | 58,878 | $572.2 萬 | 3.26% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 59,735 | $580.6 萬 | 0.44% | +6,749+12.7% | 加碼 |
| New Mexico Educational Retirement Board | 63,710 | $619.2 萬 | 0.22% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 63,906 | $621.0 萬 | 0.25% | −11,915−15.7% | 減碼 |
| Heritage Trust Co | 64,694 | $628.8 萬 | 0.83% | +2,320+3.7% | 加碼 |
| Interval Partners, LP | 64,703 | $628.8 萬 | 0.18% | +64,703 | 新進 |
| Ci Investments Inc. | 64,881 | $630.6 萬 | 0.02% | +488+0.8% | 加碼 |
| Strategic Financial Concepts, LLC | 52,591 | $633.7 萬 | 0.02% | +52,591 | 新進 |
| White Pine Investment CO | 65,287 | $634.5 萬 | 1.86% | −11,507−15.0% | 減碼 |
| Lido Advisors, LLC | 65,487 | $636.5 萬 | 0.05% | +3,213+5.2% | 加碼 |
| Iowa State Bank | 65,720 | $638.7 萬 | 1.41% | +1,305+2.0% | 加碼 |
| DCM Advisors, LLC | 65,857 | $640.1 萬 | 3.38% | −8,091−10.9% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 66,119 | $642.6 萬 | 1.67% | +66,119 | 新進 |
| Thrivent Financial for Lutherans | 66,374 | $645.1 萬 | 0.01% | −591,013−89.9% | 減碼 |
| Albion Financial Group | 66,531 | $646.6 萬 | 0.49% | −1,150−1.7% | 減碼 |
| Leuthold Group, LLC | 66,828 | $649.5 萬 | 0.75% | +66,828 | 新進 |
| Flputnam Investment Management Co | 66,851 | $649.7 萬 | 0.12% | +1,241+1.9% | 加碼 |
| TownSquare Capital, LLC | 67,569 | $656.7 萬 | 0.09% | +4,684+7.4% | 加碼 |
| Carlson Capital L P | 67,600 | $657.0 萬 | 1.03% | +28,100+71.1% | 加碼 |
| Montag A & Associates Inc | 68,026 | $661.1 萬 | 0.33% | −8,026−10.6% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 68,631 | $667.1 萬 | 0.00% | −5,146,784−98.7% | 減碼 |
| Hennessy Advisors Inc | 69,500 | $675.5 萬 | 0.26% | −3,200−4.4% | 減碼 |
| Liontrust Investment Partners LLP | 70,000 | $680.3 萬 | 0.10% | −23,000−24.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 70,500 | $685.2 萬 | 0.04% | +15,370+27.9% | 加碼 |
| Louisiana State Employees Retirement System | 70,800 | $688.1 萬 | 0.13% | −2,100−2.9% | 減碼 |
| German American Bancorp, Inc. | 71,682 | $696.7 萬 | 0.80% | +1,334+1.9% | 加碼 |
| Securian Asset Management, Inc | 71,954 | $699.3 萬 | 0.20% | −1,834−2.5% | 減碼 |
| Private Advisor Group, LLC | 71,997 | $699.7 萬 | 0.05% | −27,161−27.4% | 減碼 |