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
- 1,828
- 較 2024 年第 1 季 +61 家
- 持有股數
- 13.5 億
- 較 2024 年第 1 季 −297.3 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 657 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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 72,272 | $702.4 萬 | 0.95% | −2,282−3.1% | 減碼 |
| Baugh & Associates, LLC | 69,156 | $702.9 萬 | 3.65% | −3,345−4.6% | 減碼 |
| Hudson Valley Investment Advisors Inc | 75,659 | $707.5 萬 | 0.92% | −9,830−11.5% | 減碼 |
| Baxter Bros Inc | 73,224 | $711.7 萬 | 0.93% | +4,502+6.6% | 加碼 |
| Oliver Luxxe Assets LLC | 73,625 | $715.6 萬 | 1.52% | +80.0% | 加碼 |
| Allianz SE | 74,406 | $723.2 萬 | 0.21% | −953−1.3% | 減碼 |
| Quantinno Capital Management LP | 75,375 | $732.6 萬 | 0.13% | +19,844+35.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 76,312 | $741.7 萬 | 2.69% | −130−0.2% | 減碼 |
| Integrated Advisors Network LLC | 76,933 | $747.7 萬 | 0.39% | +6,311+8.9% | 加碼 |
| Hourglass Capital, LLC | 77,132 | $749.6 萬 | 2.23% | −2,095−2.6% | 減碼 |
| Greenwood Capital Associates LLC | 77,468 | $752.9 萬 | 0.99% | +1,529+2.0% | 加碼 |
| Avitas Wealth Management LLC | 77,570 | $753.9 萬 | 1.10% | +319+0.4% | 加碼 |
| Teza Capital Management LLC | 78,334 | $761.3 萬 | 0.93% | +61,331+360.7% | 加碼 |
| Principal Street Partners, LLC | 78,948 | $767.3 萬 | 1.37% | −192−0.2% | 減碼 |
| D.A. Davidson & Co. | 78,989 | $767.7 萬 | 0.07% | −4,170−5.0% | 減碼 |
| Core Alternative Capital | 79,283 | $770.6 萬 | 1.54% | −11,264−12.4% | 減碼 |
| Amica Mutual Insurance Co | 79,503 | $772.7 萬 | 0.77% | 00.0% | 不變 |
| Hartford Investment Management Co | 80,221 | $779.7 萬 | 0.27% | −773−1.0% | 減碼 |
| Toroso Investments, LLC | 80,311 | $780.5 萬 | 0.11% | +20,083+33.3% | 加碼 |
| SpiderRock Advisors, LLC | 80,348 | $780.9 萬 | 0.21% | +22,285+38.4% | 加碼 |
| Financial Counselors Inc | 80,925 | $786.5 萬 | 0.13% | +4,809+6.3% | 加碼 |
| Calamos Wealth Management LLC | 81,308 | $790.2 萬 | 0.42% | −55,096−40.4% | 減碼 |
| McGuire Investment Group, LLC | 81,695 | $794.0 萬 | 1.14% | +350.0% | 加碼 |
| Advocate Group LLC | 82,808 | $804.8 萬 | 1.62% | +1,095+1.3% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 82,842 | $805.1 萬 | 0.84% | +3,829+4.8% | 加碼 |
| Rokos Capital Management LLP | 84,301 | $819.2 萬 | 0.19% | −353,518−80.7% | 減碼 |
| Omers Administration Corp | 84,553 | $821.8 萬 | 0.08% | +84,553 | 新進 |
| Fiduciary Alliance LLC | 82,515 | $822.3 萬 | 1.33% | +5,751+7.5% | 加碼 |
| Advisors Asset Management, Inc. | 84,722 | $823.4 萬 | 0.16% | +936+1.1% | 加碼 |
| Cornerstone Advisors, LLC | 84,800 | $824.2 萬 | 0.33% | −5,400−6.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,867 | $824.8 萬 | 0.03% | +84,867 | 新進 |
| MBB Public Markets I LLC | 86,307 | $838.8 萬 | 0.17% | +86,307 | 新進 |
| Groupama Asset Managment | 88,667 | $861.8 萬 | 0.18% | +10,192+13.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 90,353 | $865.3 萬 | 0.04% | −153,773−63.0% | 減碼 |
| Pacer Advisors, Inc. | 89,062 | $865.6 萬 | 0.02% | +3,874+4.5% | 加碼 |
| Nomura Holdings Inc | 90,138 | $876.1 萬 | 0.06% | −174,947−66.0% | 減碼 |
| Maryland State Retirement & Pension System | 90,489 | $879.5 萬 | 0.16% | −1,351−1.5% | 減碼 |
| Banque Pictet & Cie SA | 90,510 | $879.7 萬 | 0.09% | +4,864+5.7% | 加碼 |
| F/M Investments LLC | 90,989 | $885.8 萬 | 0.32% | +90,989 | 新進 |
| Lyell Wealth Management, LP | 91,524 | $889.5 萬 | 0.85% | +7,270+8.6% | 加碼 |
| American Assets Investment Management, LLC | 92,000 | $894.1 萬 | 0.84% | 00.0% | 不變 |
| Banco Santander, S.A. | 92,116 | $895.3 萬 | 0.11% | −60.0% | 減碼 |
| Brinker Capital Investments, LLC | 92,164 | $895.7 萬 | 0.09% | −1,280−1.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 92,164 | $895.7 萬 | 0.09% | −1,280−1.4% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 94,165 | $915.2 萬 | 0.03% | −1,680−1.8% | 減碼 |
| Illinois Municipal Retirement Fund | 94,287 | $916.4 萬 | 0.14% | −16,718−15.1% | 減碼 |
| Kentucky Retirement Systems | 94,299 | $916.5 萬 | 0.27% | −842−0.9% | 減碼 |
| Howe & Rusling Inc | 94,370 | $917.2 萬 | 0.84% | +1,496+1.6% | 加碼 |
| Socorro Asset Management LP | 94,385 | $917.3 萬 | 3.57% | −21,548−18.6% | 減碼 |
| Twin Tree Management, LP | 94,502 | $918.5 萬 | 0.27% | −462,230−83.0% | 減碼 |
| Atria Investments LLC | 95,946 | $932.5 萬 | 0.12% | +7,054+7.9% | 加碼 |
| Centre Asset Management, LLC | 95,988 | $932.9 萬 | 2.14% | +95,988 | 新進 |
| Mizuho Securities USA LLC | 96,483 | $937.7 萬 | 0.21% | +96,483 | 新進 |
| Greystone Financial Group, LLC | 96,573 | $938.6 萬 | 1.84% | −9,246−8.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 97,267 | $945.3 萬 | 0.10% | −4,682−4.6% | 減碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $946.3 萬 | 2.64% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 106,459 | $951.8 萬 | 0.16% | +17,651+19.9% | 加碼 |
| Kinneret Advisory, LLC | 98,195 | $954.4 萬 | 0.92% | +16,286+19.9% | 加碼 |
| DuPont Capital Management Corp | 98,741 | $959.7 萬 | 0.84% | −13,931−12.4% | 減碼 |
| Lighthouse Investment Partners, LLC | 98,806 | $960.3 萬 | 0.54% | +98,806 | 新進 |
| Scotia Capital Inc. | 99,643 | $968.4 萬 | 0.06% | −51,553−34.1% | 減碼 |
| Viking Fund Management LLC | 100,000 | $971.9 萬 | 1.74% | −30,150−23.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 100,439 | $976.1 萬 | 0.25% | −3,144−3.0% | 減碼 |
| CTC LLC | 100,445 | $976.2 萬 | 0.73% | −71,738−41.7% | 減碼 |
| Eagle Capital Management LLC | 101,771 | $989.1 萬 | 0.04% | −24,147−19.2% | 減碼 |
| GWM Advisors LLC | 101,929 | $990.6 萬 | 0.07% | +3,777+3.8% | 加碼 |
| New Republic Capital, LLC | 102,202 | $993.3 萬 | 4.99% | +99+0.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 102,353 | $994.7 萬 | 0.66% | −302−0.3% | 減碼 |
| Intact Investment Management Inc. | 102,400 | $995.2 萬 | 0.37% | −16,400−13.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 102,686 | $998.0 萬 | 0.02% | +26,190+34.2% | 加碼 |
| Avantax Advisory Services, Inc. | 104,591 | $1,017 萬 | 0.07% | +29,764+39.8% | 加碼 |
| Level Four Advisory Services, LLC | 105,543 | $1,026 萬 | 0.46% | +54,776+107.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 107,412 | $1,044 萬 | 0.21% | +320+0.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 107,571 | $1,045 萬 | 0.24% | −4,906−4.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 108,235 | $1,052 萬 | 0.04% | −16,765−13.4% | 減碼 |
| Earnest Partners LLC | 108,362 | $1,053 萬 | 0.05% | −707−0.6% | 減碼 |
| Kestra Advisory Services, LLC | 110,924 | $1,057 萬 | 0.06% | +14,591+15.1% | 加碼 |
| BTC Capital Management, Inc. | 109,309 | $1,062 萬 | 0.99% | −6,117−5.3% | 減碼 |
| Element Capital Management LLC | 110,048 | $1,070 萬 | 0.83% | +110,048 | 新進 |
| Cresset Asset Management, LLC | 110,599 | $1,075 萬 | 0.05% | +23,649+27.2% | 加碼 |
| Svenska Handelsbanken AB (publ) | 114,745 | $1,080 萬 | 3.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 111,229 | $1,081 萬 | 0.15% | +6,389+6.1% | 加碼 |
| Boston Common Asset Management, LLC | 111,429 | $1,083 萬 | 0.28% | +3,142+2.9% | 加碼 |
| Achmea Investment Management B.V. | 111,885 | $1,087 萬 | 0.19% | −3,400−2.9% | 減碼 |
| JustInvest LLC | 114,002 | $1,088 萬 | 0.21% | +19,125+20.2% | 加碼 |
| Capital Analysts, LLC | 112,806 | $1,096 萬 | 0.48% | +3,788+3.5% | 加碼 |
| AQR Capital Management LLC | 115,128 | $1,109 萬 | 0.02% | +29,575+34.6% | 加碼 |
| Nixon Peabody Trust Co | 114,916 | $1,117 萬 | 0.99% | −1,049−0.9% | 減碼 |
| Wealthfront Advisers LLC | 119,246 | $1,159 萬 | 0.04% | +23,300+24.3% | 加碼 |
| ING Groep NV | 119,678 | $1,163 萬 | 0.07% | −1,885−1.6% | 減碼 |
| Grassi Investment Management | 120,750 | $1,174 萬 | 1.04% | 00.0% | 不變 |
| Captrust Financial Advisors | 122,055 | $1,186 萬 | 0.04% | −100.0% | 減碼 |
| Aptus Capital Advisors, LLC | 123,940 | $1,205 萬 | 0.23% | +29,323+31.0% | 加碼 |
| CWM, LLC | 131,038 | $1,274 萬 | 0.06% | +5,840+4.7% | 加碼 |
| Greenwich Wealth Management LLC | 131,067 | $1,274 萬 | 0.93% | −8,497−6.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 131,978 | $1,283 萬 | 0.05% | −32,581−19.8% | 減碼 |
| Oppenheimer & Co Inc | 132,844 | $1,291 萬 | 0.20% | +2,064+1.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 133,393 | $1,296 萬 | 0.26% | +11,236+9.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 133,701 | $1,300 萬 | 0.11% | +20,883+18.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 134,420 | $1,306 萬 | 0.01% | −6,064−4.3% | 減碼 |