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
- 1,829
- 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 304,880 | $2,963 萬 | 1.33% | −26,620−8.0% | 減碼 |
| Matrix Asset Advisors Inc | 303,851 | $2,953 萬 | 3.53% | −2,049−0.7% | 減碼 |
| Janney Montgomery Scott LLC | 300,203 | $2,918 萬 | 0.09% | −25,316−7.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 288,450 | $2,902 萬 | 0.05% | −7,812−2.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 295,412 | $2,871 萬 | 0.23% | −23,288−7.3% | 減碼 |
| Madison Asset Management, LLC | 291,336 | $2,831 萬 | 0.35% | −54,752−15.8% | 減碼 |
| Mackenzie Financial Corp | 288,336 | $2,802 萬 | 0.04% | +5,595+2.0% | 加碼 |
| Blue Chip Partners, Inc. | 285,276 | $2,773 萬 | 2.56% | +8,297+3.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 282,680 | $2,747 萬 | 0.68% | +6,207+2.2% | 加碼 |
| Trexquant Investment LP | 280,773 | $2,729 萬 | 0.42% | +145,898+108.2% | 加碼 |
| Baird Financial Group, Inc. | 280,125 | $2,723 萬 | 0.06% | +48,564+21.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 278,300 | $2,705 萬 | 0.20% | −12,300−4.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 274,866 | $2,671 萬 | 0.18% | −158−0.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 271,628 | $2,643 萬 | 0.13% | +31,200+13.0% | 加碼 |
| Heritage Investors Management Corp | 267,118 | $2,596 萬 | 0.91% | −2,769−1.0% | 減碼 |
| Maple Capital Management, Inc. | 263,107 | $2,557 萬 | 2.07% | +5,887+2.3% | 加碼 |
| Forsta Ap-Fonden | 262,663 | $2,553 萬 | 0.23% | −34,500−11.6% | 減碼 |
| Bollard Group LLC | 260,528 | $2,532 萬 | 0.71% | +4,654+1.8% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 258,669 | $2,514 萬 | 0.86% | −43,600−14.4% | 減碼 |
| Annex Advisory Services, LLC | 258,666 | $2,514 萬 | 0.89% | +20,169+8.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 257,736 | $2,505 萬 | 0.48% | +5,896+2.3% | 加碼 |
| Gabelli Funds LLC | 256,401 | $2,492 萬 | 0.19% | −9,120−3.4% | 減碼 |
| NFJ Investment Group, LLC | 254,669 | $2,475 萬 | 0.76% | −12,400−4.6% | 減碼 |
| CIBC World Markets Corp | 254,374 | $2,472 萬 | 0.16% | −80,988−24.1% | 減碼 |
| ProShare Advisors LLC | 254,118 | $2,470 萬 | 0.07% | +11,407+4.7% | 加碼 |
| Teacher Retirement System of Texas | 253,272 | $2,462 萬 | 0.14% | +85,586+51.0% | 加碼 |
| Keybank National Association | 253,151 | $2,460 萬 | 0.10% | −4,527−1.8% | 減碼 |
| HRT Financial LP | 252,956 | $2,458 萬 | 0.14% | −158,742−38.6% | 減碼 |
| Assetmark, Inc | 251,593 | $2,445 萬 | 0.08% | +24,351+10.7% | 加碼 |
| MML Investors Services, LLC | 251,199 | $2,441 萬 | 0.10% | +7,270+3.0% | 加碼 |
| IFM Investors Pty Ltd | 250,207 | $2,432 萬 | 0.25% | +1,205+0.5% | 加碼 |
| Harvest Portfolios Group Inc. | 249,071 | $2,421 萬 | 0.93% | −25,120−9.2% | 減碼 |
| Amalgamated Bank | 248,826 | $2,418 萬 | 0.21% | −5,516−2.2% | 減碼 |
| SG Americas Securities, LLC | 248,376 | $2,414 萬 | 0.15% | −50,430−16.9% | 減碼 |
| TD Waterhouse Canada Inc. | 239,757 | $2,380 萬 | 0.21% | +2,711+1.1% | 加碼 |
| Rockefeller Capital Management L.P. | 239,956 | $2,332 萬 | 0.07% | −166,756−41.0% | 減碼 |
| Ninety One UK Ltd | 238,947 | $2,322 萬 | 0.06% | 00.0% | 不變 |
| Czech National Bank | 238,462 | $2,318 萬 | 0.27% | +18,009+8.2% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 237,080 | $2,304 萬 | 0.95% | −271,769−53.4% | 減碼 |
| Tudor Investment Corp Et Al | 236,907 | $2,302 萬 | 0.26% | +194,642+460.5% | 加碼 |
| Acadian Asset Management LLC | 236,217 | $2,295 萬 | 0.07% | +234,969+18,827.6% | 加碼 |
| Connors Investor Services Inc | 235,904 | $2,293 萬 | 2.39% | +740.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 235,706 | $2,291 萬 | 0.23% | −3,133−1.3% | 減碼 |
| QRG Capital Management, Inc. | 235,470 | $2,289 萬 | 0.27% | +11,361+5.1% | 加碼 |
| British Columbia Investment Management Corp | 234,923 | $2,283 萬 | 0.14% | +87,457+59.3% | 加碼 |
| Quadrature Capital Ltd | 234,262 | $2,277 萬 | 0.38% | −123,532−34.5% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 232,504 | $2,260 萬 | 0.97% | +2,859+1.2% | 加碼 |
| Edge Capital Group, LLC | 232,443 | $2,259 萬 | 1.09% | +7,992+3.6% | 加碼 |
| AMF Pensionsforsakring AB | 231,181 | $2,250 萬 | 0.17% | −454,928−66.3% | 減碼 |
| Abner Herrman & Brock LLC | 231,165 | $2,247 萬 | 2.85% | +6,946+3.1% | 加碼 |
| Hallmark Capital Management Inc | 223,797 | $2,175 萬 | 1.73% | −14,787−6.2% | 減碼 |
| Chartwell Investment Partners, LLC | 223,391 | $2,171 萬 | 0.76% | +1,685+0.8% | 加碼 |
| First Trust Advisors LP | 221,957 | $2,157 萬 | 0.02% | +14,045+6.8% | 加碼 |
| USS Investment Management Ltd | 215,494 | $2,094 萬 | 0.17% | +3,299+1.6% | 加碼 |
| Bailard, Inc. | 213,660 | $2,077 萬 | 0.57% | −2,328−1.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 213,129 | $2,071 萬 | 1.36% | +2,498+1.2% | 加碼 |
| Public Sector Pension Investment Board | 212,183 | $2,062 萬 | 0.13% | +15,073+7.6% | 加碼 |
| Lazard Asset Management LLC | 211,977 | $2,060 萬 | 0.03% | +174,847+470.9% | 加碼 |
| Creative Planning | 211,212 | $2,053 萬 | 0.02% | +41,660+24.6% | 加碼 |
| Fukoku Mutual Life Insurance Co | 210,951 | $2,050 萬 | 1.58% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 207,473 | $2,016 萬 | 0.21% | +12,936+6.6% | 加碼 |
| Umb Bank N A | 207,204 | $2,014 萬 | 0.33% | −57,594−21.8% | 減碼 |
| Copeland Capital Management, LLC | 206,102 | $2,003 萬 | 0.37% | +7,511+3.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 206,066 | $2,003 萬 | 0.46% | +206,066 | 新進 |
| Cerity Partners LLC | 204,013 | $1,983 萬 | 0.05% | −26,281−11.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,624 | $1,968 萬 | 0.21% | −26,455−11.5% | 減碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,966 萬 | 0.08% | 00.0% | 不變 |
| Camden Capital, LLC | 201,936 | $1,963 萬 | 1.57% | −1,315−0.6% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 201,333 | $1,957 萬 | 0.22% | +201,333 | 新進 |
| J.P. Marvel Investment Advisors, LLC | 200,512 | $1,949 萬 | 3.20% | 00.0% | 不變 |
| LVM Capital Management Ltd | 196,837 | $1,913 萬 | 2.18% | −7,473−3.7% | 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 |
| Utah Retirement Systems | 191,268 | $1,859 萬 | 0.22% | −11,700−5.8% | 減碼 |
| New York Life Investment Management LLC | 190,955 | $1,856 萬 | 0.19% | +1,355+0.7% | 加碼 |
| CIBC Asset Management Inc | 190,474 | $1,851 萬 | 0.07% | −19,768−9.4% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,832 萬 | 0.21% | 00.0% | 不變 |
| Bridger Management, LLC | 187,714 | $1,824 萬 | 9.39% | 00.0% | 不變 |
| Pacific Heights Asset Management LLC | 185,000 | $1,798 萬 | 1.41% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 184,041 | $1,789 萬 | 0.20% | −1,267−0.7% | 減碼 |
| MAI Capital Management | 183,613 | $1,785 萬 | 0.18% | −3,050−1.6% | 減碼 |
| Nexus Investment Management ULC | 182,027 | $1,769 萬 | 1.86% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 180,576 | $1,755 萬 | 0.58% | +766+0.4% | 加碼 |
| Yousif Capital Management, LLC | 178,688 | $1,737 萬 | 0.20% | −3,821−2.1% | 減碼 |
| RMB Capital Management, LLC | 178,071 | $1,731 萬 | 0.41% | −50,172−22.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 177,190 | $1,722 萬 | 0.04% | +177,190 | 新進 |
| Cubist Systematic Strategies, LLC | 176,460 | $1,715 萬 | 0.30% | +176,460 | 新進 |
| Gamco Investors, Inc. Et Al | 175,816 | $1,709 萬 | 0.19% | −13,894−7.3% | 減碼 |
| TCG Advisory Services, LLC | 175,695 | $1,708 萬 | 0.82% | +736+0.4% | 加碼 |
| Peapack Gladstone Financial Corp | 175,225 | $1,703 萬 | 0.26% | +1,225+0.7% | 加碼 |
| Xponance, Inc. | 174,637 | $1,697 萬 | 0.17% | +1,653+1.0% | 加碼 |
| Ninety One SA (PTY) Ltd | 173,121 | $1,678 萬 | 2.60% | +173,121 | 新進 |
| Edgar Lomax Co | 172,240 | $1,674 萬 | 1.08% | −3,015−1.7% | 減碼 |
| Advisor Group Holdings, Inc. | 170,481 | $1,658 萬 | 0.04% | −13,441−7.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 170,050 | $1,653 萬 | 0.04% | +14,603+9.4% | 加碼 |
| Mercer Global Advisors Inc | 170,133 | $1,652 萬 | 0.05% | +10,082+6.3% | 加碼 |
| Grand Jean Capital Management Inc | 169,585 | $1,648 萬 | 4.11% | +1,415+0.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 166,064 | $1,614 萬 | 0.39% | +2,436+1.5% | 加碼 |
| Walleye Trading LLC | 164,911 | $1,603 萬 | 0.32% | +161,969+5,505.4% | 加碼 |
| Pathstone Holdings, LLC | 163,476 | $1,589 萬 | 0.07% | +3,189+2.0% | 加碼 |