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 3 季 13F 持有人
Morgan Stanley 在 2024/9/30 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
- 1,875
- 較 2024 年第 2 季 +69 家
- 持有股數
- 13.5 億
- 較 2024 年第 2 季 +8,805 萬 (+7.0%)
- 總市值
- $1,411 億
- 較 2024 年第 2 季 +$182.4 億 (+14.8%)
- 新進機構
- 177
- 另有 764 家加碼
- 清倉機構
- 108
- 另有 660 家減碼
另有 23 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 | $2,181 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $393.1 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 110,279,349 | $115.0 億 | 0.47% | +10,5860.0% | 加碼 |
| Vanguard Group Inc | 109,436,152 | $114.1 億 | 0.20% | +785,995+0.7% | 加碼 |
| BlackRock, Inc. | 88,782,071 | $92.5 億 | 0.19% | +88,782,071 | 新進 |
| JPMorgan Chase & Co | 40,993,901 | $42.7 億 | 0.34% | −8,601,830−17.3% | 減碼 |
| Wellington Management Group LLP | 31,171,766 | $32.5 億 | 0.57% | −7,359,377−19.1% | 減碼 |
| Capital International Investors | 30,017,631 | $31.3 億 | 0.60% | +327,571+1.1% | 加碼 |
| Geode Capital Management, LLC | 25,240,729 | $26.2 億 | 0.21% | +269,633+1.1% | 加碼 |
| FMR LLC | 22,836,225 | $23.8 億 | 0.14% | −340,389−1.5% | 減碼 |
| Fisher Asset Management, LLC | 22,404,981 | $23.4 億 | 0.96% | +590,872+2.7% | 加碼 |
| Bank of America Corp | 20,827,995 | $21.7 億 | 0.19% | −188,151−0.9% | 減碼 |
| Massachusetts Financial Services Co | 19,169,369 | $20.0 億 | 0.60% | −321,473−1.6% | 減碼 |
| Capital Research Global Investors | 15,050,540 | $15.7 億 | 0.33% | +6,394,808+73.9% | 加碼 |
| Goldman Sachs Group Inc | 14,965,570 | $15.6 億 | 0.30% | +1,226,009+8.9% | 加碼 |
| Norges Bank | 14,941,146 | $15.6 億 | 0.22% | +594,286+4.1% | 加碼 |
| Ameriprise Financial Inc | 13,111,818 | $13.7 億 | 0.35% | +96,487+0.7% | 加碼 |
| Price T Rowe Associates Inc | 12,222,263 | $12.7 億 | 0.15% | −410,541−3.2% | 減碼 |
| Northern Trust Corp | 11,169,608 | $11.6 億 | 0.19% | −797,888−6.7% | 減碼 |
| Bank of New York Mellon Corp | 11,019,072 | $11.5 億 | 0.21% | −1,856,605−14.4% | 減碼 |
| Charles Schwab Investment Management Inc | 10,971,995 | $11.4 億 | 0.22% | +15,622+0.1% | 加碼 |
| UBS Group AG | 10,431,378 | $10.9 億 | 0.30% | +468,128+4.7% | 加碼 |
| Invesco Ltd. | 10,356,874 | $10.8 億 | 0.21% | −449,618−4.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 8,859,140 | $9.23 億 | 0.81% | −121,102−1.3% | 減碼 |
| Franklin Resources Inc | 7,850,848 | $8.81 億 | 0.25% | +3,369,520+75.2% | 加碼 |
| UBS Asset Management Americas Inc | 8,454,177 | $8.81 億 | 0.23% | +385,780+4.8% | 加碼 |
| Legal & General Group Plc | 8,249,376 | $8.60 億 | 0.23% | +45,977+0.6% | 加碼 |
| Dimensional Fund Advisors LP | 8,102,065 | $8.45 億 | 0.20% | −732,307−8.3% | 減碼 |
| Royal Bank of Canada | 7,547,847 | $7.87 億 | 0.17% | −221,825−2.9% | 減碼 |
| Janus Henderson Group PLC | 6,314,308 | $6.58 億 | 0.34% | −442,217−6.5% | 減碼 |
| Bank of Montreal | 6,261,038 | $6.52 億 | 0.31% | +97,735+1.6% | 加碼 |
| Boston Partners | 6,179,511 | $6.48 億 | 0.77% | −974,004−13.6% | 減碼 |
| Morgan Stanley | 6,111,353 | $6.37 億 | 0.05% | +42,503+0.7% | 加碼 |
| Barclays PLC | 6,078,153 | $6.34 億 | 0.28% | +721,989+13.5% | 加碼 |
| Alphinity Investment Management Pty Ltd | 5,971,265 | $6.22 億 | 3.68% | +5,971,265 | 新進 |
| Nuveen Asset Management, LLC | 5,801,821 | $6.05 億 | 0.17% | −110,892−1.9% | 減碼 |
| Capital World Investors | 5,628,444 | $5.87 億 | 0.09% | +19,273+0.3% | 加碼 |
| Amundi | 4,811,589 | $5.14 億 | 0.19% | −493,083−9.3% | 減碼 |
| Deutsche Bank AG | 4,867,141 | $5.07 億 | 0.21% | +689,327+16.5% | 加碼 |
| Schroder Investment Management Group | 4,828,686 | $5.03 億 | 0.52% | +158,849+3.4% | 加碼 |
| Principal Financial Group Inc | 4,711,805 | $4.91 億 | 0.27% | +36,120+0.8% | 加碼 |
| Wells Fargo & Company | 4,345,532 | $4.53 億 | 0.11% | +193,513+4.7% | 加碼 |
| Voya Investment Management LLC | 4,054,639 | $4.23 億 | 0.44% | +69,590+1.7% | 加碼 |
| HSBC Holdings PLC | 3,381,149 | $3.52 億 | 0.22% | +119,901+3.7% | 加碼 |
| Alliancebernstein L.P. | 2,842,101 | $2.96 億 | 0.10% | +11,490+0.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,732,791 | $2.85 億 | 0.20% | +28,723+1.1% | 加碼 |
| Envestnet Asset Management Inc | 2,526,924 | $2.63 億 | 0.09% | +14,482+0.6% | 加碼 |
| Millennium Management LLC | 2,519,040 | $2.63 億 | 0.23% | +838,855+49.9% | 加碼 |
| California Public Employees Retirement System | 2,495,210 | $2.60 億 | 0.18% | +26,899+1.1% | 加碼 |
| Cullen Capital Management LLC | 2,461,917 | $2.57 億 | 2.79% | −118,512−4.6% | 減碼 |
| Federated Hermes, Inc. | 2,446,266 | $2.55 億 | 0.56% | +1,073,684+78.2% | 加碼 |
| Rhumbline Advisers | 2,426,282 | $2.53 億 | 0.23% | −89,727−3.6% | 減碼 |
| National Pension Service | 2,371,049 | $2.47 億 | 0.24% | +296,536+14.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,317,799 | $2.42 億 | 0.24% | +663,589+40.1% | 加碼 |
| Canada Pension Plan Investment Board | 2,267,186 | $2.36 億 | 0.22% | −66,584−2.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,245,833 | $2.34 億 | 0.15% | +20,758+0.9% | 加碼 |
| Ensign Peak Advisors, Inc | 2,181,465 | $2.27 億 | 0.40% | +117,758+5.7% | 加碼 |
| Nordea Investment Management AB | 2,097,200 | $2.18 億 | 0.25% | +186,309+9.7% | 加碼 |
| Neuberger Berman Group LLC | 2,083,531 | $2.17 億 | 0.17% | +309,834+17.5% | 加碼 |
| Raymond James & Associates | 2,077,282 | $2.17 億 | 0.13% | +343,234+19.8% | 加碼 |
| California State Teachers Retirement System | 1,970,713 | $2.05 億 | 0.24% | −14,480−0.7% | 減碼 |
| Unisphere Establishment | 1,950,000 | $2.03 億 | 1.93% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 1,947,252 | $2.03 億 | 0.65% | −29,830−1.5% | 減碼 |
| Fayez Sarofim & Co | 1,913,135 | $1.99 億 | 0.51% | −145,000−7.0% | 減碼 |
| CI Private Wealth, LLC | 1,904,824 | $1.98 億 | 0.31% | +214,750+12.7% | 加碼 |
| Macquarie Group Ltd | 1,896,557 | $1.98 億 | 0.21% | +252,369+15.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,766,239 | $1.84 億 | 0.20% | +129,873+7.9% | 加碼 |
| Citigroup Inc | 1,763,634 | $1.84 億 | 0.17% | −70,238−3.8% | 減碼 |
| LPL Financial LLC | 1,656,079 | $1.73 億 | 0.08% | +247,171+17.5% | 加碼 |
| Standard Life Aberdeen plc | 1,628,952 | $1.69 億 | 0.31% | +162,771+11.1% | 加碼 |
| Focused Investors LLC | 1,618,200 | $1.69 億 | 5.12% | −31,500−1.9% | 減碼 |
| Stifel Financial Corp | 1,607,923 | $1.68 億 | 0.18% | +64,999+4.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,597,800 | $1.67 億 | 0.40% | +1,266,600+382.4% | 加碼 |
| Great West Life Assurance Co | 1,562,031 | $1.63 億 | 0.28% | +20,123+1.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,522,825 | $1.59 億 | 0.14% | +974,367+177.7% | 加碼 |
| Fifth Third Bancorp | 1,514,494 | $1.58 億 | 0.57% | −11,653−0.8% | 減碼 |
| Hamlin Capital Management, LLC | 1,503,973 | $1.57 億 | 3.93% | +116,882+8.4% | 加碼 |
| New York State Common Retirement Fund | 1,498,503 | $1.56 億 | 0.21% | −103,104−6.4% | 減碼 |
| Primecap Management Co | 1,450,907 | $1.51 億 | 0.11% | −54,994−3.7% | 減碼 |
| Prudential Financial Inc | 1,425,102 | $1.49 億 | 0.21% | −46,956−3.2% | 減碼 |
| FIL Ltd | 1,345,487 | $1.40 億 | 0.13% | −50,169−3.6% | 減碼 |
| HighTower Advisors, LLC | 1,370,572 | $1.40 億 | 0.20% | +569,689+71.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,294,580 | $1.35 億 | 0.54% | −2,857−0.2% | 減碼 |
| Evercore Wealth Management, LLC | 1,282,786 | $1.34 億 | 2.01% | −9,392−0.7% | 減碼 |
| Tredje AP-fonden | 1,232,973 | $1.29 億 | 1.16% | +15,300+1.3% | 加碼 |
| Korea Investment CORP | 1,219,459 | $1.27 億 | 0.30% | +232,102+23.5% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,174,234 | $1.22 億 | 0.22% | −26,100−2.2% | 減碼 |
| Natixis Advisors, L.P. | 1,152,937 | $1.20 億 | 0.23% | +16,350+1.4% | 加碼 |
| New York State Teachers Retirement System | 1,147,624 | $1.20 億 | 0.25% | −60,593−5.0% | 減碼 |
| Bessemer Group Inc | 1,146,678 | $1.20 億 | 0.20% | +22,773+2.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,131,850 | $1.18 億 | 0.23% | −35,764−3.1% | 減碼 |
| Commerce Bank | 1,128,893 | $1.18 億 | 0.72% | +8,043+0.7% | 加碼 |
| Ossiam | 1,118,299 | $1.17 億 | 2.25% | +385,819+52.7% | 加碼 |
| National Bank of Canada | 1,102,176 | $1.15 億 | 0.16% | −1,243,684−53.0% | 減碼 |
| American Century Companies Inc | 1,101,337 | $1.15 億 | 0.07% | −52,573−4.6% | 減碼 |
| Artisan Partners Limited Partnership | 1,084,570 | $1.13 億 | 0.17% | −42,606−3.8% | 減碼 |
| Marshall Wace, LLP | 1,078,083 | $1.12 億 | 0.15% | −1,005,341−48.3% | 減碼 |
| Man Group plc | 1,044,802 | $1.09 億 | 0.31% | +269,674+34.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 933,595 | $1.05 億 | 0.70% | +39,959+4.5% | 加碼 |
| Douglas Lane & Associates, LLC | 1,000,142 | $1.04 億 | 1.43% | −31,261−3.0% | 減碼 |
| Susquehanna International Group, LLP | 974,905 | $1.02 億 | 0.17% | +304,391+45.4% | 加碼 |