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 $2,817 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 134,541 | $1,308 萬 | 2.06% | +7,034+5.5% | 加碼 |
| Capital International Inc | 135,835 | $1,320 萬 | 0.18% | −2,647−1.9% | 減碼 |
| Walleye Capital LLC | 138,287 | $1,344 萬 | 0.14% | +114,098+471.7% | 加碼 |
| Bokf, NA | 139,351 | $1,354 萬 | 0.24% | +42,756+44.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 140,982 | $1,370 萬 | 0.16% | +5,248+3.9% | 加碼 |
| Daiwa Securities Group Inc. | 141,033 | $1,371 萬 | 0.07% | +15,019+11.9% | 加碼 |
| Ethic Inc. | 142,063 | $1,381 萬 | 0.32% | +22,537+18.9% | 加碼 |
| APG Asset Management N.V. | 152,992 | $1,387 萬 | 0.02% | +95,000+163.8% | 加碼 |
| Los Angeles Capital Management LLC | 143,137 | $1,391 萬 | 0.05% | +136,485+2,051.8% | 加碼 |
| Argent Trust Co | 143,798 | $1,398 萬 | 0.62% | −134−0.1% | 減碼 |
| Nissay Asset Management Corp | 145,101 | $1,410 萬 | 0.09% | +3,053+2.1% | 加碼 |
| Guggenheim Capital LLC | 146,359 | $1,422 萬 | 0.10% | −34,713−19.2% | 減碼 |
| Fred Alger Management, LLC | 146,576 | $1,425 萬 | 0.07% | +8,193+5.9% | 加碼 |
| State of Alaska, Department of Revenue | 148,562 | $1,444 萬 | 0.16% | −460−0.3% | 減碼 |
| Janney Capital Management LLC | 149,374 | $1,452 萬 | 1.02% | −6,613−4.2% | 減碼 |
| Telos Capital Management, Inc. | 150,367 | $1,461 萬 | 1.62% | +1,115+0.7% | 加碼 |
| Sanctuary Advisors, LLC | 158,689 | $1,473 萬 | 0.11% | +158,689 | 新進 |
| Cetera Investment Advisers | 153,215 | $1,480 萬 | 0.03% | −70,453−31.5% | 減碼 |
| Glenmede Trust Co NA | 152,664 | $1,484 萬 | 0.08% | −4,145−2.6% | 減碼 |
| Prudential PLC | 153,269 | $1,490 萬 | 0.10% | −1,172−0.8% | 減碼 |
| Wesbanco Bank Inc | 154,474 | $1,501 萬 | 0.56% | +5,467+3.7% | 加碼 |
| ExodusPoint Capital Management, LP | 155,144 | $1,508 萬 | 0.17% | +155,144 | 新進 |
| Pittenger & Anderson Inc | 156,060 | $1,517 萬 | 0.62% | −100−0.1% | 減碼 |
| Appleton Partners Inc | 157,336 | $1,529 萬 | 1.18% | −4,905−3.0% | 減碼 |
| FineMark National Bank & Trust | 157,575 | $1,531 萬 | 0.56% | +2,212+1.4% | 加碼 |
| Blair William & Co | 158,018 | $1,536 萬 | 0.05% | −6,734−4.1% | 減碼 |
| Brown Advisory Inc | 158,418 | $1,540 萬 | 0.02% | −39,635−20.0% | 減碼 |
| Optiver Holding B.V. | 159,168 | $1,547 萬 | 0.30% | +158,492+23,445.6% | 加碼 |
| Pathstone Holdings, LLC | 163,476 | $1,589 萬 | 0.07% | +3,189+2.0% | 加碼 |
| Walleye Trading LLC | 164,911 | $1,603 萬 | 0.32% | +161,969+5,505.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 166,064 | $1,614 萬 | 0.39% | +2,436+1.5% | 加碼 |
| Grand Jean Capital Management Inc | 169,585 | $1,648 萬 | 4.11% | +1,415+0.8% | 加碼 |
| Mercer Global Advisors Inc | 170,133 | $1,652 萬 | 0.05% | +10,082+6.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 170,050 | $1,653 萬 | 0.04% | +14,603+9.4% | 加碼 |
| Advisor Group Holdings, Inc. | 170,481 | $1,658 萬 | 0.04% | −13,441−7.3% | 減碼 |
| Edgar Lomax Co | 172,240 | $1,674 萬 | 1.08% | −3,015−1.7% | 減碼 |
| Ninety One SA (PTY) Ltd | 173,121 | $1,678 萬 | 2.60% | +173,121 | 新進 |
| Xponance, Inc. | 174,637 | $1,697 萬 | 0.17% | +1,653+1.0% | 加碼 |
| Peapack Gladstone Financial Corp | 175,225 | $1,703 萬 | 0.26% | +1,225+0.7% | 加碼 |
| TCG Advisory Services, LLC | 175,695 | $1,708 萬 | 0.82% | +736+0.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 175,816 | $1,709 萬 | 0.19% | −13,894−7.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 176,460 | $1,715 萬 | 0.30% | +176,460 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 177,190 | $1,722 萬 | 0.04% | +177,190 | 新進 |
| RMB Capital Management, LLC | 178,071 | $1,731 萬 | 0.41% | −50,172−22.0% | 減碼 |
| Yousif Capital Management, LLC | 178,688 | $1,737 萬 | 0.20% | −3,821−2.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 180,576 | $1,755 萬 | 0.58% | +766+0.4% | 加碼 |
| Nexus Investment Management ULC | 182,027 | $1,769 萬 | 1.86% | 00.0% | 不變 |
| MAI Capital Management | 183,613 | $1,785 萬 | 0.18% | −3,050−1.6% | 減碼 |
| Mutual of America Capital Management LLC | 184,041 | $1,789 萬 | 0.20% | −1,267−0.7% | 減碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,798 萬 | 1.41% | 00.0% | 不變 |
| Bridger Management, LLC | 187,714 | $1,824 萬 | 9.39% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,832 萬 | 0.21% | 00.0% | 不變 |
| CIBC Asset Management Inc | 190,474 | $1,851 萬 | 0.07% | −19,768−9.4% | 減碼 |
| New York Life Investment Management LLC | 190,955 | $1,856 萬 | 0.19% | +1,355+0.7% | 加碼 |
| Utah Retirement Systems | 191,268 | $1,859 萬 | 0.22% | −11,700−5.8% | 減碼 |
| Payden & Rygel Investment Group | 192,800 | $1,874 萬 | 1.51% | −19,800−9.3% | 減碼 |
| Payden & Rygel | 192,800 | $1,874 萬 | 1.51% | −19,800−9.3% | 減碼 |
| LVM Capital Management Ltd | 196,837 | $1,913 萬 | 2.18% | −7,473−3.7% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 200,512 | $1,949 萬 | 3.20% | 00.0% | 不變 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 201,333 | $1,957 萬 | 0.22% | +201,333 | 新進 |
| Camden Capital, LLC | 201,936 | $1,963 萬 | 1.57% | −1,315−0.6% | 減碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,966 萬 | 0.08% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,624 | $1,968 萬 | 0.21% | −26,455−11.5% | 減碼 |
| Cerity Partners LLC | 204,013 | $1,983 萬 | 0.05% | −26,281−11.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 206,066 | $2,003 萬 | 0.46% | +206,066 | 新進 |
| Copeland Capital Management, LLC | 206,102 | $2,003 萬 | 0.37% | +7,511+3.8% | 加碼 |
| Umb Bank N A | 207,204 | $2,014 萬 | 0.33% | −57,594−21.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 207,473 | $2,016 萬 | 0.21% | +12,936+6.6% | 加碼 |
| Fukoku Mutual Life Insurance Co | 210,951 | $2,050 萬 | 1.58% | 00.0% | 不變 |
| Creative Planning | 211,212 | $2,053 萬 | 0.02% | +41,660+24.6% | 加碼 |
| Lazard Asset Management LLC | 211,977 | $2,060 萬 | 0.03% | +174,847+470.9% | 加碼 |
| Public Sector Pension Investment Board | 212,183 | $2,062 萬 | 0.13% | +15,073+7.6% | 加碼 |
| Moody Lynn & Lieberson, LLC | 213,129 | $2,071 萬 | 1.36% | +2,498+1.2% | 加碼 |
| Bailard, Inc. | 213,660 | $2,077 萬 | 0.57% | −2,328−1.1% | 減碼 |
| USS Investment Management Ltd | 215,494 | $2,094 萬 | 0.17% | +3,299+1.6% | 加碼 |
| First Trust Advisors LP | 221,957 | $2,157 萬 | 0.02% | +14,045+6.8% | 加碼 |
| Chartwell Investment Partners, LLC | 223,391 | $2,171 萬 | 0.76% | +1,685+0.8% | 加碼 |
| Hallmark Capital Management Inc | 223,797 | $2,175 萬 | 1.73% | −14,787−6.2% | 減碼 |
| Abner Herrman & Brock LLC | 231,165 | $2,247 萬 | 2.85% | +6,946+3.1% | 加碼 |
| AMF Pensionsforsakring AB | 231,181 | $2,250 萬 | 0.17% | −454,928−66.3% | 減碼 |
| Edge Capital Group, LLC | 232,443 | $2,259 萬 | 1.09% | +7,992+3.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 232,504 | $2,260 萬 | 0.97% | +2,859+1.2% | 加碼 |
| Quadrature Capital Ltd | 234,262 | $2,277 萬 | 0.38% | −123,532−34.5% | 減碼 |
| British Columbia Investment Management Corp | 234,923 | $2,283 萬 | 0.14% | +87,457+59.3% | 加碼 |
| QRG Capital Management, Inc. | 235,470 | $2,289 萬 | 0.27% | +11,361+5.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 235,706 | $2,291 萬 | 0.23% | −3,133−1.3% | 減碼 |
| Connors Investor Services Inc | 235,904 | $2,293 萬 | 2.39% | +740.0% | 加碼 |
| Acadian Asset Management LLC | 236,217 | $2,295 萬 | 0.07% | +234,969+18,827.6% | 加碼 |
| Tudor Investment Corp Et Al | 236,907 | $2,302 萬 | 0.26% | +194,642+460.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 237,080 | $2,304 萬 | 0.95% | −271,769−53.4% | 減碼 |
| Czech National Bank | 238,462 | $2,318 萬 | 0.27% | +18,009+8.2% | 加碼 |
| Ninety One UK Ltd | 238,947 | $2,322 萬 | 0.06% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 239,956 | $2,332 萬 | 0.07% | −166,756−41.0% | 減碼 |
| TD Waterhouse Canada Inc. | 239,757 | $2,380 萬 | 0.21% | +2,711+1.1% | 加碼 |
| SG Americas Securities, LLC | 248,376 | $2,414 萬 | 0.15% | −50,430−16.9% | 減碼 |
| Amalgamated Bank | 248,826 | $2,418 萬 | 0.21% | −5,516−2.2% | 減碼 |
| Harvest Portfolios Group Inc. | 249,071 | $2,421 萬 | 0.93% | −25,120−9.2% | 減碼 |
| IFM Investors Pty Ltd | 250,207 | $2,432 萬 | 0.25% | +1,205+0.5% | 加碼 |
| MML Investors Services, LLC | 251,199 | $2,441 萬 | 0.10% | +7,270+3.0% | 加碼 |
| Assetmark, Inc | 251,593 | $2,445 萬 | 0.08% | +24,351+10.7% | 加碼 |