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 |
|---|---|---|---|---|---|
| HRT Financial LP | 252,956 | $2,458 萬 | 0.14% | −158,742−38.6% | 減碼 |
| Keybank National Association | 253,151 | $2,460 萬 | 0.10% | −4,527−1.8% | 減碼 |
| Teacher Retirement System of Texas | 253,272 | $2,462 萬 | 0.14% | +85,586+51.0% | 加碼 |
| ProShare Advisors LLC | 254,118 | $2,470 萬 | 0.07% | +11,407+4.7% | 加碼 |
| CIBC World Markets Corp | 254,374 | $2,472 萬 | 0.16% | −80,988−24.1% | 減碼 |
| NFJ Investment Group, LLC | 254,669 | $2,475 萬 | 0.76% | −12,400−4.6% | 減碼 |
| Gabelli Funds LLC | 256,401 | $2,492 萬 | 0.19% | −9,120−3.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 257,736 | $2,505 萬 | 0.48% | +5,896+2.3% | 加碼 |
| Annex Advisory Services, LLC | 258,666 | $2,514 萬 | 0.89% | +20,169+8.5% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 258,669 | $2,514 萬 | 0.86% | −43,600−14.4% | 減碼 |
| Bollard Group LLC | 260,528 | $2,532 萬 | 0.71% | +4,654+1.8% | 加碼 |
| Forsta Ap-Fonden | 262,663 | $2,553 萬 | 0.23% | −34,500−11.6% | 減碼 |
| Maple Capital Management, Inc. | 263,107 | $2,557 萬 | 2.07% | +5,887+2.3% | 加碼 |
| Heritage Investors Management Corp | 267,118 | $2,596 萬 | 0.91% | −2,769−1.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 271,628 | $2,643 萬 | 0.13% | +31,200+13.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 274,866 | $2,671 萬 | 0.18% | −158−0.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 278,300 | $2,705 萬 | 0.20% | −12,300−4.2% | 減碼 |
| Baird Financial Group, Inc. | 280,125 | $2,723 萬 | 0.06% | +48,564+21.0% | 加碼 |
| Trexquant Investment LP | 280,773 | $2,729 萬 | 0.42% | +145,898+108.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 282,680 | $2,747 萬 | 0.68% | +6,207+2.2% | 加碼 |
| Blue Chip Partners, Inc. | 285,276 | $2,773 萬 | 2.56% | +8,297+3.0% | 加碼 |
| Mackenzie Financial Corp | 288,336 | $2,802 萬 | 0.04% | +5,595+2.0% | 加碼 |
| Madison Asset Management, LLC | 291,336 | $2,831 萬 | 0.35% | −54,752−15.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 295,412 | $2,871 萬 | 0.23% | −23,288−7.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 288,450 | $2,902 萬 | 0.05% | −7,812−2.6% | 減碼 |
| Janney Montgomery Scott LLC | 300,203 | $2,918 萬 | 0.09% | −25,316−7.8% | 減碼 |
| Matrix Asset Advisors Inc | 303,851 | $2,953 萬 | 3.53% | −2,049−0.7% | 減碼 |
| Chilton Capital Management LLC | 304,880 | $2,963 萬 | 1.33% | −26,620−8.0% | 減碼 |
| Erste Asset Management GmbH | 316,633 | $3,052 萬 | 0.40% | +10,377+3.4% | 加碼 |
| KBC Group NV | 315,248 | $3,064 萬 | 0.09% | +4,327+1.4% | 加碼 |
| Ofi Invest Asset Management | 339,348 | $3,077 萬 | 0.82% | +337,347+16,858.9% | 加碼 |
| Renaissance Technologies LLC | 318,624 | $3,097 萬 | 0.05% | −78,359−19.7% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 321,642 | $3,126 萬 | 1.93% | −423−0.1% | 減碼 |
| Colony Group, LLC | 322,036 | $3,130 萬 | 0.11% | +185,669+136.2% | 加碼 |
| GW&K Investment Management, LLC | 324,353 | $3,152 萬 | 0.29% | −7,002−2.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 331,200 | $3,219 萬 | 0.10% | +206,200+165.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 332,626 | $3,233 萬 | 0.05% | −70,486−17.5% | 減碼 |
| Comerica Bank | 334,732 | $3,253 萬 | 0.14% | +170.0% | 加碼 |
| MetLife Investment Management | 335,339 | $3,259 萬 | 0.19% | +43,620+15.0% | 加碼 |
| Vontobel Holding Ltd. | 342,499 | $3,329 萬 | 0.11% | +28,570+9.1% | 加碼 |
| State of Michigan Retirement System | 342,726 | $3,331 萬 | 0.17% | −500−0.1% | 減碼 |
| Hosking Partners LLP | 350,334 | $3,405 萬 | 1.26% | −29,675−7.8% | 減碼 |
| Corebridge Financial, Inc. | 350,703 | $3,408 萬 | 0.19% | +350,703 | 新進 |
| Oppenheimer Asset Management Inc. | 352,518 | $3,426 萬 | 0.44% | +52,429+17.5% | 加碼 |
| Arizona State Retirement System | 355,555 | $3,456 萬 | 0.23% | +2,304+0.7% | 加碼 |
| Nomura Asset Management Co Ltd | 360,421 | $3,503 萬 | 0.12% | +9,728+2.8% | 加碼 |
| Gradient Investments LLC | 362,321 | $3,521 萬 | 0.79% | −1,351−0.4% | 減碼 |
| Agf Management Ltd | 363,559 | $3,533 萬 | 0.20% | −84,319−18.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 364,106 | $3,539 萬 | 0.72% | −345−0.1% | 減碼 |
| Conning Inc. | 365,298 | $3,545 萬 | 1.28% | −38,345−9.5% | 減碼 |
| Swiss Life Asset Management Ltd | 365,418 | $3,551 萬 | 0.42% | +19,232+5.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 367,254 | $3,569 萬 | 0.08% | +166,682+83.1% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,589 萬 | 2.33% | 00.0% | 不變 |
| Fiduciary Trust Co | 374,358 | $3,638 萬 | 0.55% | −2,111−0.6% | 減碼 |
| Credit Agricole S A | 389,212 | $3,783 萬 | 0.23% | +278,468+251.5% | 加碼 |
| CIBC World Markets Inc. | 389,324 | $3,784 萬 | 0.09% | −80,136−17.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 393,841 | $3,828 萬 | 0.23% | +210,226+114.5% | 加碼 |
| Resona Asset Management Co.,Ltd. | 396,735 | $3,849 萬 | 0.23% | −23,888−5.7% | 減碼 |
| AXA S.A. | 398,734 | $3,875 萬 | 0.12% | −11,667−2.8% | 減碼 |
| Toronto Dominion Bank | 409,141 | $3,976 萬 | 0.06% | −162,900−28.5% | 減碼 |
| STRS Ohio | 415,364 | $4,037 萬 | 0.16% | −31,580−7.1% | 減碼 |
| Natixis | 424,217 | $4,123 萬 | 0.26% | +331,615+358.1% | 加碼 |
| Commonwealth Equity Services, LLC | 424,742 | $4,128 萬 | 0.07% | +2,575+0.6% | 加碼 |
| Todd Asset Management LLC | 433,798 | $4,216 萬 | 0.88% | +48,005+12.4% | 加碼 |
| Handelsbanken Fonder AB | 439,439 | $4,271 萬 | 0.19% | +13,675+3.2% | 加碼 |
| Rafferty Asset Management, LLC | 440,139 | $4,278 萬 | 0.16% | −508−0.1% | 減碼 |
| State of Tennessee, Treasury Department | 441,986 | $4,296 萬 | 0.16% | +19,755+4.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 442,880 | $4,304 萬 | 0.72% | −450−0.1% | 減碼 |
| Zurich Insurance Group Ltd | 451,180 | $4,385 萬 | 0.38% | +451,180 | 新進 |
| State of New Jersey Common Pension Fund D | 451,970 | $4,393 萬 | 0.19% | −258,957−36.4% | 減碼 |
| Pinnacle Associates Ltd | 452,566 | $4,398 萬 | 0.69% | −11,724−2.5% | 減碼 |
| Nisa Investment Advisors, LLC | 467,921 | $4,548 萬 | 0.29% | −11,319−2.4% | 減碼 |
| Capital Advisors Inc | 472,729 | $4,594 萬 | 0.95% | +8,663+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 490,288 | $4,765 萬 | 0.15% | +37,569+8.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 501,301 | $4,872 萬 | 0.44% | +16,642+3.4% | 加碼 |
| Asset Management One Co.,Ltd. | 501,586 | $4,875 萬 | 0.19% | −1,987−0.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 502,899 | $4,888 萬 | 0.45% | +306,415+155.9% | 加碼 |
| Lazard Freres Gestion S.A.S. | 532,585 | $4,929 萬 | 1.14% | +2,378+0.4% | 加碼 |
| Gateway Investment Advisers LLC | 509,347 | $4,950 萬 | 0.56% | −19,475−3.7% | 減碼 |
| Danske Bank A/S | 518,972 | $5,044 萬 | 0.19% | −48,351−8.5% | 減碼 |
| Treasurer of the State of North Carolina | 520,507 | $5,059 萬 | 0.21% | −6,037−1.1% | 減碼 |
| SEI Investments Co | 526,151 | $5,114 萬 | 0.07% | +8,260+1.6% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 527,311 | $5,125 萬 | 1.16% | +129,046+32.4% | 加碼 |
| Chilton Investment Co LLC | 530,661 | $5,157 萬 | 1.45% | −211,302−28.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 548,458 | $5,331 萬 | 0.05% | +513,432+1,465.9% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 555,925 | $5,403 萬 | 5.33% | +158,886+40.0% | 加碼 |
| Calamos Advisors LLC | 574,569 | $5,584 萬 | 0.27% | −120,622−17.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 584,912 | $5,605 萬 | 0.10% | −107,872−15.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 587,742 | $5,712 萬 | 0.14% | −22,759−3.7% | 減碼 |
| Royal London Asset Management Ltd | 587,778 | $5,713 萬 | 0.15% | −1,796−0.3% | 減碼 |
| TD Asset Management Inc | 597,123 | $5,803 萬 | 0.05% | −40,466−6.3% | 減碼 |
| LGT Capital Partners Ltd. | 604,120 | $5,871 萬 | 2.00% | +53,540+9.7% | 加碼 |
| Jane Street Group, LLC | 615,701 | $5,984 萬 | 0.06% | +167,814+37.5% | 加碼 |
| Kames Capital plc | 621,413 | $6,026 萬 | 0.85% | +18,330+3.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 620,829 | $6,034 萬 | 3.27% | +12,318+2.0% | 加碼 |
| Clearbridge Investments, LLC | 625,756 | $6,082 萬 | 0.05% | −24,115−3.7% | 減碼 |
| Pictet Asset Management Holding SA | 626,485 | $6,089 萬 | 0.07% | −12,227−1.9% | 減碼 |
| Victory Capital Management Inc | 644,671 | $6,266 萬 | 0.06% | +22,482+3.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 654,781 | $6,364 萬 | 0.15% | +228,554+53.6% | 加碼 |
| Employees Retirement System of Texas | 659,400 | $6,409 萬 | 0.60% | +95,400+16.9% | 加碼 |