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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 159,168 | $1,547 萬 | 0.30% | +158,492+23,445.6% | 加碼 |
| Brown Advisory Inc | 158,418 | $1,540 萬 | 0.02% | −39,635−20.0% | 減碼 |
| Blair William & Co | 158,018 | $1,536 萬 | 0.05% | −6,734−4.1% | 減碼 |
| FineMark National Bank & Trust | 157,575 | $1,531 萬 | 0.56% | +2,212+1.4% | 加碼 |
| Appleton Partners Inc | 157,336 | $1,529 萬 | 1.18% | −4,905−3.0% | 減碼 |
| Pittenger & Anderson Inc | 156,060 | $1,517 萬 | 0.62% | −100−0.1% | 減碼 |
| ExodusPoint Capital Management, LP | 155,144 | $1,508 萬 | 0.17% | +155,144 | 新進 |
| Wesbanco Bank Inc | 154,474 | $1,501 萬 | 0.56% | +5,467+3.7% | 加碼 |
| Prudential PLC | 153,269 | $1,490 萬 | 0.10% | −1,172−0.8% | 減碼 |
| Glenmede Trust Co NA | 152,664 | $1,484 萬 | 0.08% | −4,145−2.6% | 減碼 |
| Cetera Investment Advisers | 153,215 | $1,480 萬 | 0.03% | −70,453−31.5% | 減碼 |
| Sanctuary Advisors, LLC | 158,689 | $1,473 萬 | 0.11% | +158,689 | 新進 |
| Telos Capital Management, Inc. | 150,367 | $1,461 萬 | 1.62% | +1,115+0.7% | 加碼 |
| Janney Capital Management LLC | 149,374 | $1,452 萬 | 1.02% | −6,613−4.2% | 減碼 |
| State of Alaska, Department of Revenue | 148,562 | $1,444 萬 | 0.16% | −460−0.3% | 減碼 |
| Fred Alger Management, LLC | 146,576 | $1,425 萬 | 0.07% | +8,193+5.9% | 加碼 |
| Guggenheim Capital LLC | 146,359 | $1,422 萬 | 0.10% | −34,713−19.2% | 減碼 |
| Nissay Asset Management Corp | 145,101 | $1,410 萬 | 0.09% | +3,053+2.1% | 加碼 |
| Argent Trust Co | 143,798 | $1,398 萬 | 0.62% | −134−0.1% | 減碼 |
| Los Angeles Capital Management LLC | 143,137 | $1,391 萬 | 0.05% | +136,485+2,051.8% | 加碼 |
| APG Asset Management N.V. | 152,992 | $1,387 萬 | 0.02% | +95,000+163.8% | 加碼 |
| Ethic Inc. | 142,063 | $1,381 萬 | 0.32% | +22,537+18.9% | 加碼 |
| Daiwa Securities Group Inc. | 141,033 | $1,371 萬 | 0.07% | +15,019+11.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 140,982 | $1,370 萬 | 0.16% | +5,248+3.9% | 加碼 |
| Bokf, NA | 139,351 | $1,354 萬 | 0.24% | +42,756+44.3% | 加碼 |
| Walleye Capital LLC | 138,287 | $1,344 萬 | 0.14% | +114,098+471.7% | 加碼 |
| Capital International Inc | 135,835 | $1,320 萬 | 0.18% | −2,647−1.9% | 減碼 |
| Oak Harvest Investment Services | 134,541 | $1,308 萬 | 2.06% | +7,034+5.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 134,420 | $1,306 萬 | 0.01% | −6,064−4.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 133,701 | $1,300 萬 | 0.11% | +20,883+18.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 133,393 | $1,296 萬 | 0.26% | +11,236+9.2% | 加碼 |
| Oppenheimer & Co Inc | 132,844 | $1,291 萬 | 0.20% | +2,064+1.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 131,978 | $1,283 萬 | 0.05% | −32,581−19.8% | 減碼 |
| Greenwich Wealth Management LLC | 131,067 | $1,274 萬 | 0.93% | −8,497−6.1% | 減碼 |
| CWM, LLC | 131,038 | $1,274 萬 | 0.06% | +5,840+4.7% | 加碼 |
| Aptus Capital Advisors, LLC | 123,940 | $1,205 萬 | 0.23% | +29,323+31.0% | 加碼 |
| Captrust Financial Advisors | 122,055 | $1,186 萬 | 0.04% | −100.0% | 減碼 |
| Grassi Investment Management | 120,750 | $1,174 萬 | 1.04% | 00.0% | 不變 |
| ING Groep NV | 119,678 | $1,163 萬 | 0.07% | −1,885−1.6% | 減碼 |
| Wealthfront Advisers LLC | 119,246 | $1,159 萬 | 0.04% | +23,300+24.3% | 加碼 |
| Nixon Peabody Trust Co | 114,916 | $1,117 萬 | 0.99% | −1,049−0.9% | 減碼 |
| AQR Capital Management LLC | 115,128 | $1,109 萬 | 0.02% | +29,575+34.6% | 加碼 |
| Capital Analysts, LLC | 112,806 | $1,096 萬 | 0.48% | +3,788+3.5% | 加碼 |
| JustInvest LLC | 114,002 | $1,088 萬 | 0.21% | +19,125+20.2% | 加碼 |
| Achmea Investment Management B.V. | 111,885 | $1,087 萬 | 0.19% | −3,400−2.9% | 減碼 |
| Boston Common Asset Management, LLC | 111,429 | $1,083 萬 | 0.28% | +3,142+2.9% | 加碼 |
| Ieq Capital, LLC | 111,229 | $1,081 萬 | 0.15% | +6,389+6.1% | 加碼 |
| Svenska Handelsbanken AB (publ) | 114,745 | $1,080 萬 | 3.01% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 110,599 | $1,075 萬 | 0.05% | +23,649+27.2% | 加碼 |
| Element Capital Management LLC | 110,048 | $1,070 萬 | 0.83% | +110,048 | 新進 |
| BTC Capital Management, Inc. | 109,309 | $1,062 萬 | 0.99% | −6,117−5.3% | 減碼 |
| Kestra Advisory Services, LLC | 110,924 | $1,057 萬 | 0.06% | +14,591+15.1% | 加碼 |
| Earnest Partners LLC | 108,362 | $1,053 萬 | 0.05% | −707−0.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 108,235 | $1,052 萬 | 0.04% | −16,765−13.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 107,571 | $1,045 萬 | 0.24% | −4,906−4.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 107,412 | $1,044 萬 | 0.21% | +320+0.3% | 加碼 |
| Level Four Advisory Services, LLC | 105,543 | $1,026 萬 | 0.46% | +54,776+107.9% | 加碼 |
| Avantax Advisory Services, Inc. | 104,591 | $1,017 萬 | 0.07% | +29,764+39.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 102,686 | $998.0 萬 | 0.02% | +26,190+34.2% | 加碼 |
| Intact Investment Management Inc. | 102,400 | $995.2 萬 | 0.37% | −16,400−13.8% | 減碼 |
| Lowe Brockenbrough & Co Inc | 102,353 | $994.7 萬 | 0.66% | −302−0.3% | 減碼 |
| New Republic Capital, LLC | 102,202 | $993.3 萬 | 4.99% | +99+0.1% | 加碼 |
| GWM Advisors LLC | 101,929 | $990.6 萬 | 0.07% | +3,777+3.8% | 加碼 |
| Eagle Capital Management LLC | 101,771 | $989.1 萬 | 0.04% | −24,147−19.2% | 減碼 |
| CTC LLC | 100,445 | $976.2 萬 | 0.73% | −71,738−41.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 100,439 | $976.1 萬 | 0.25% | −3,144−3.0% | 減碼 |
| Viking Fund Management LLC | 100,000 | $971.9 萬 | 1.74% | −30,150−23.2% | 減碼 |
| Scotia Capital Inc. | 99,643 | $968.4 萬 | 0.06% | −51,553−34.1% | 減碼 |
| Lighthouse Investment Partners, LLC | 98,806 | $960.3 萬 | 0.54% | +98,806 | 新進 |
| DuPont Capital Management Corp | 98,741 | $959.7 萬 | 0.84% | −13,931−12.4% | 減碼 |
| Kinneret Advisory, LLC | 98,195 | $954.4 萬 | 0.92% | +16,286+19.9% | 加碼 |
| Mediolanum International Funds Ltd | 106,459 | $951.8 萬 | 0.16% | +17,651+19.9% | 加碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $946.3 萬 | 2.64% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 97,267 | $945.3 萬 | 0.10% | −4,682−4.6% | 減碼 |
| Greystone Financial Group, LLC | 96,573 | $938.6 萬 | 1.84% | −9,246−8.7% | 減碼 |
| Mizuho Securities USA LLC | 96,483 | $937.7 萬 | 0.21% | +96,483 | 新進 |
| Centre Asset Management, LLC | 95,988 | $932.9 萬 | 2.14% | +95,988 | 新進 |
| Atria Investments LLC | 95,946 | $932.5 萬 | 0.12% | +7,054+7.9% | 加碼 |
| Twin Tree Management, LP | 94,502 | $918.5 萬 | 0.27% | −462,230−83.0% | 減碼 |
| Socorro Asset Management LP | 94,385 | $917.3 萬 | 3.57% | −21,548−18.6% | 減碼 |
| Howe & Rusling Inc | 94,370 | $917.2 萬 | 0.84% | +1,496+1.6% | 加碼 |
| Kentucky Retirement Systems | 94,299 | $916.5 萬 | 0.27% | −842−0.9% | 減碼 |
| Illinois Municipal Retirement Fund | 94,287 | $916.4 萬 | 0.14% | −16,718−15.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 94,165 | $915.2 萬 | 0.03% | −1,680−1.8% | 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 |
| Banco Santander, S.A. | 92,116 | $895.3 萬 | 0.11% | −60.0% | 減碼 |
| American Assets Investment Management, LLC | 92,000 | $894.1 萬 | 0.84% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 91,524 | $889.5 萬 | 0.85% | +7,270+8.6% | 加碼 |
| F/M Investments LLC | 90,989 | $885.8 萬 | 0.32% | +90,989 | 新進 |
| Banque Pictet & Cie SA | 90,510 | $879.7 萬 | 0.09% | +4,864+5.7% | 加碼 |
| Maryland State Retirement & Pension System | 90,489 | $879.5 萬 | 0.16% | −1,351−1.5% | 減碼 |
| Nomura Holdings Inc | 90,138 | $876.1 萬 | 0.06% | −174,947−66.0% | 減碼 |
| Pacer Advisors, Inc. | 89,062 | $865.6 萬 | 0.02% | +3,874+4.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 90,353 | $865.3 萬 | 0.04% | −153,773−63.0% | 減碼 |
| Groupama Asset Managment | 88,667 | $861.8 萬 | 0.18% | +10,192+13.0% | 加碼 |
| MBB Public Markets I LLC | 86,307 | $838.8 萬 | 0.17% | +86,307 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,867 | $824.8 萬 | 0.03% | +84,867 | 新進 |
| Cornerstone Advisors, LLC | 84,800 | $824.2 萬 | 0.33% | −5,400−6.0% | 減碼 |
| Advisors Asset Management, Inc. | 84,722 | $823.4 萬 | 0.16% | +936+1.1% | 加碼 |