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 |
|---|---|---|---|---|---|
| Boston Partners | 7,153,515 | $6.97 億 | 0.87% | +2,0230.0% | 加碼 |
| Royal Bank of Canada | 7,769,672 | $7.55 億 | 0.18% | +3,190,153+69.7% | 加碼 |
| UBS Asset Management Americas Inc | 8,068,397 | $7.84 億 | 0.22% | +2,115,557+35.5% | 加碼 |
| Legal & General Group Plc | 8,203,399 | $7.97 億 | 0.23% | −116,956−1.4% | 減碼 |
| Capital Research Global Investors | 8,655,732 | $8.41 億 | 0.18% | −1,662,265−16.1% | 減碼 |
| Dimensional Fund Advisors LP | 8,834,372 | $8.59 億 | 0.22% | +242,896+2.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 8,980,242 | $8.73 億 | 0.81% | −535,578−5.6% | 減碼 |
| UBS Group AG | 9,963,250 | $9.68 億 | 0.30% | +1,191,232+13.6% | 加碼 |
| Invesco Ltd. | 10,806,492 | $10.5 億 | 0.22% | −663,651−5.8% | 減碼 |
| Charles Schwab Investment Management Inc | 10,956,373 | $10.6 億 | 0.20% | +82,955+0.8% | 加碼 |
| Northern Trust Corp | 11,967,496 | $11.6 億 | 0.20% | +155,478+1.3% | 加碼 |
| Price T Rowe Associates Inc | 12,632,804 | $12.3 億 | 0.15% | −258,801−2.0% | 減碼 |
| Bank of New York Mellon Corp | 12,875,677 | $12.5 億 | 0.24% | +303,654+2.4% | 加碼 |
| Ameriprise Financial Inc | 13,015,331 | $12.7 億 | 0.34% | −281,368−2.1% | 減碼 |
| Goldman Sachs Group Inc | 13,739,561 | $13.4 億 | 0.26% | +3,865,111+39.1% | 加碼 |
| Norges Bank | 14,346,860 | $13.9 億 | 0.21% | +1,080,005+8.1% | 加碼 |
| Massachusetts Financial Services Co | 19,490,842 | $18.9 億 | 0.58% | −337,264−1.7% | 減碼 |
| Bank of America Corp | 21,016,146 | $20.4 億 | 0.20% | −1,717,010−7.6% | 減碼 |
| Fisher Asset Management, LLC | 21,814,109 | $21.2 億 | 0.92% | +1,031,032+5.0% | 加碼 |
| FMR LLC | 23,176,614 | $22.5 億 | 0.14% | +5,915,271+34.3% | 加碼 |
| Geode Capital Management, LLC | 24,971,096 | $24.2 億 | 0.21% | +428,558+1.7% | 加碼 |
| Capital International Investors | 29,690,060 | $28.9 億 | 0.59% | +1,208,990+4.2% | 加碼 |
| Wellington Management Group LLP | 38,531,143 | $37.4 億 | 0.67% | −4,370,526−10.2% | 減碼 |
| JPMorgan Chase & Co | 49,595,731 | $48.2 億 | 0.42% | −683,895−1.4% | 減碼 |
| BlackRock Inc. | 84,368,261 | $82.0 億 | 0.19% | −4,851,220−5.4% | 減碼 |
| Vanguard Group Inc | 108,650,157 | $105.6 億 | 0.20% | +214,039+0.2% | 加碼 |
| State Street Corp | 110,268,763 | $107.2 億 | 0.47% | −1,300,915−1.2% | 減碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $366.5 億 | 100.00% | 00.0% | 不變 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,134,974−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −376,736−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −289,535−100.0% | 清倉 |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −193,570−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −190,190−100.0% | 清倉 |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −176,724−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −100,935−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −88,681−100.0% | 清倉 |
| Bernzott Capital Advisors | 0 | $0 | 0.00% | −73,424−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −60,950−100.0% | 清倉 |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −60,400−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −50,529−100.0% | 清倉 |
| Lincoln National Corp | 0 | $0 | 0.00% | −42,628−100.0% | 清倉 |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −40,300−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −34,454−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −34,111−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −28,500−100.0% | 清倉 |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −28,732−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,255−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −28,249−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −23,703−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −23,570−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −23,250−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −23,095−100.0% | 清倉 |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −21,773−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −21,174−100.0% | 清倉 |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −15,345−100.0% | 清倉 |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −15,309−100.0% | 清倉 |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −13,956−100.0% | 清倉 |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −13,577−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −13,201−100.0% | 清倉 |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,774−100.0% | 清倉 |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −11,602−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,300−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,273−100.0% | 清倉 |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −11,200−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −9,983−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −8,401−100.0% | 清倉 |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −8,050−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −6,087−100.0% | 清倉 |
| Worm Capital, LLC | 0 | $0 | 0.00% | −5,986−100.0% | 清倉 |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −5,330−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −4,374−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,303−100.0% | 清倉 |
| South Dakota Investment Council | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −3,926−100.0% | 清倉 |
| Marest Capital, LLC | 0 | $0 | 0.00% | −3,855−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,774−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −3,670−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −3,728−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,637−100.0% | 清倉 |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −3,437−100.0% | 清倉 |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −3,443−100.0% | 清倉 |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −3,313−100.0% | 清倉 |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −3,075−100.0% | 清倉 |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −3,049−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,895−100.0% | 清倉 |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −2,734−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,720−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −2,568−100.0% | 清倉 |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −2,530−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −2,496−100.0% | 清倉 |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −2,362−100.0% | 清倉 |
| Maltin Wealth Management, Inc. | 0 | $0 | 0.00% | −2,262−100.0% | 清倉 |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −2,261−100.0% | 清倉 |
| United Bank | 0 | $0 | 0.00% | −2,242−100.0% | 清倉 |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −2,240−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −2,211−100.0% | 清倉 |