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 2,746 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 | 2,746 | $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 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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 94,478 | $984.8 萬 | 0.10% | +3,968+4.4% | 加碼 |
| Lyell Wealth Management, LP | 95,141 | $991.7 萬 | 0.90% | +3,617+4.0% | 加碼 |
| Scotia Capital Inc. | 95,213 | $992.5 萬 | 0.05% | −4,430−4.4% | 減碼 |
| Howe & Rusling Inc | 95,942 | $1,000 萬 | 0.86% | +1,572+1.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 96,301 | $1,004 萬 | 0.26% | −4,138−4.1% | 減碼 |
| Centre Asset Management, LLC | 96,661 | $1,008 萬 | 2.17% | +673+0.7% | 加碼 |
| Kinneret Advisory, LLC | 96,925 | $1,010 萬 | 0.93% | −1,270−1.3% | 減碼 |
| General Pension Society PZU Joint Stock Co | 97,369 | $1,015 萬 | 2.94% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 100,885 | $1,027 萬 | 0.05% | +10,532+11.7% | 加碼 |
| DuPont Capital Management Corp | 98,741 | $1,029 萬 | 0.86% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 98,887 | $1,031 萬 | 0.27% | +64,262+185.6% | 加碼 |
| Quantinno Capital Management LP | 99,995 | $1,042 萬 | 0.14% | +24,620+32.7% | 加碼 |
| Viking Fund Management LLC | 100,000 | $1,042 萬 | 1.69% | 00.0% | 不變 |
| Twin Tree Management, LP | 101,409 | $1,057 萬 | 0.25% | +6,907+7.3% | 加碼 |
| New Republic Capital, LLC | 102,299 | $1,066 萬 | 6.12% | +97+0.1% | 加碼 |
| F/M Investments LLC | 102,821 | $1,072 萬 | 0.37% | +11,832+13.0% | 加碼 |
| Nomura Holdings Inc | 104,281 | $1,087 萬 | 0.08% | +14,143+15.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 105,763 | $1,102 萬 | 0.03% | +20,896+24.6% | 加碼 |
| Atria Investments LLC | 105,863 | $1,104 萬 | 0.14% | +9,917+10.3% | 加碼 |
| Exchange Traded Concepts, LLC | 105,890 | $1,104 萬 | 0.26% | +97,401+1,147.4% | 加碼 |
| Mediolanum International Funds Ltd | 106,459 | $1,107 萬 | 0.15% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 106,632 | $1,112 萬 | 0.21% | −780−0.7% | 減碼 |
| BTC Capital Management, Inc. | 106,812 | $1,113 萬 | 0.99% | −2,497−2.3% | 減碼 |
| Worldquant Millennium Advisors LLC | 107,419 | $1,120 萬 | 0.08% | −395,480−78.6% | 減碼 |
| Achmea Investment Management B.V. | 107,696 | $1,123 萬 | 0.19% | −4,189−3.7% | 減碼 |
| Ethic Inc. | 119,526 | $1,125 萬 | 0.28% | −22,537−15.9% | 減碼 |
| Avantax Advisory Services, Inc. | 107,997 | $1,126 萬 | 0.07% | +3,406+3.3% | 加碼 |
| GWM Advisors LLC | 108,035 | $1,126 萬 | 0.07% | +6,106+6.0% | 加碼 |
| Earnest Partners LLC | 108,066 | $1,126 萬 | 0.05% | −296−0.3% | 減碼 |
| Intact Investment Management Inc. | 109,800 | $1,145 萬 | 0.38% | +7,400+7.2% | 加碼 |
| Kestra Advisory Services, LLC | 110,152 | $1,148 萬 | 0.06% | −772−0.7% | 減碼 |
| Lazard Asset Management LLC | 112,304 | $1,171 萬 | 0.02% | −99,673−47.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 112,793 | $1,176 萬 | 0.02% | +10,107+9.8% | 加碼 |
| Greystone Financial Group, LLC | 113,273 | $1,181 萬 | 2.11% | +16,700+17.3% | 加碼 |
| Wealthfront Advisers LLC | 113,526 | $1,183 萬 | 0.04% | −5,720−4.8% | 減碼 |
| Natixis | 114,067 | $1,189 萬 | 0.07% | −310,150−73.1% | 減碼 |
| Capital Analysts, LLC | 114,451 | $1,193 萬 | 0.49% | +1,645+1.5% | 加碼 |
| Guggenheim Capital LLC | 115,146 | $1,200 萬 | 0.08% | −31,213−21.3% | 減碼 |
| Nixon Peabody Trust Co | 115,684 | $1,206 萬 | 1.00% | +768+0.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 115,841 | $1,208 萬 | 0.26% | +8,270+7.7% | 加碼 |
| Cresset Asset Management, LLC | 115,993 | $1,209 萬 | 0.05% | +5,394+4.9% | 加碼 |
| Ieq Capital, LLC | 117,024 | $1,220 萬 | 0.15% | +5,795+5.2% | 加碼 |
| Boston Common Asset Management, LLC | 117,833 | $1,228 萬 | 0.32% | +6,404+5.7% | 加碼 |
| Grassi Investment Management | 120,750 | $1,259 萬 | 1.09% | 00.0% | 不變 |
| Vestor Capital, LLC | 120,908 | $1,260 萬 | 0.99% | +83,366+222.1% | 加碼 |
| Level Four Advisory Services, LLC | 109,363 | $1,271 萬 | 0.54% | +3,820+3.6% | 加碼 |
| RSM US Wealth Management LLC | 122,666 | $1,281 萬 | 0.19% | +76,980+168.5% | 加碼 |
| Captrust Financial Advisors | 122,900 | $1,281 萬 | 0.04% | +845+0.7% | 加碼 |
| Oppenheimer & Co Inc | 123,553 | $1,288 萬 | 0.20% | −9,291−7.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 124,015 | $1,293 萬 | 0.01% | −10,405−7.7% | 減碼 |
| JustInvest LLC | 124,540 | $1,298 萬 | 0.21% | +10,538+9.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 126,295 | $1,316 萬 | 0.04% | +18,060+16.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 128,142 | $1,336 萬 | 0.34% | −37,922−22.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 128,858 | $1,343 萬 | 0.25% | −4,535−3.4% | 減碼 |
| Payden & Rygel | 131,500 | $1,371 萬 | 1.06% | −61,300−31.8% | 減碼 |
| Walleye Capital LLC | 133,414 | $1,391 萬 | 0.15% | −4,873−3.5% | 減碼 |
| Capital International Inc | 135,682 | $1,414 萬 | 0.18% | −153−0.1% | 減碼 |
| CWM, LLC | 137,240 | $1,431 萬 | 0.06% | +6,202+4.7% | 加碼 |
| Aquatic Capital Management LLC | 137,400 | $1,432 萬 | 0.37% | +137,400 | 新進 |
| Argent Trust Co | 138,303 | $1,442 萬 | 0.60% | −5,495−3.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 139,078 | $1,450 萬 | 0.14% | +41,811+43.0% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 139,078 | $1,450 萬 | 0.14% | +139,078 | 新進 |
| Oak Harvest Investment Services | 141,014 | $1,470 萬 | 2.11% | +6,473+4.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 144,961 | $1,511 萬 | 0.05% | +12,983+9.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 144,967 | $1,511 萬 | 0.16% | +3,985+2.8% | 加碼 |
| Janney Capital Management LLC | 147,348 | $1,536 萬 | 1.04% | −2,026−1.4% | 減碼 |
| Nissay Asset Management Corp | 148,506 | $1,548 萬 | 0.10% | +3,405+2.3% | 加碼 |
| Los Angeles Capital Management LLC | 149,300 | $1,556 萬 | 0.06% | +6,163+4.3% | 加碼 |
| Fred Alger Management, LLC | 150,096 | $1,565 萬 | 0.08% | +3,520+2.4% | 加碼 |
| Aptus Capital Advisors, LLC | 150,311 | $1,567 萬 | 0.24% | +26,371+21.3% | 加碼 |
| Bokf, NA | 150,081 | $1,569 萬 | 0.28% | +10,730+7.7% | 加碼 |
| State of Alaska, Department of Revenue | 150,662 | $1,570 萬 | 0.17% | +2,100+1.4% | 加碼 |
| Glenmede Trust Co NA | 150,971 | $1,574 萬 | 0.08% | −1,693−1.1% | 減碼 |
| Tudor Investment Corp Et Al | 151,993 | $1,584 萬 | 0.17% | −84,914−35.8% | 減碼 |
| Telos Capital Management, Inc. | 152,740 | $1,592 萬 | 1.67% | +2,373+1.6% | 加碼 |
| SpiderRock Advisors, LLC | 153,713 | $1,602 萬 | 0.34% | +73,365+91.3% | 加碼 |
| Ninety One UK Ltd | 153,981 | $1,605 萬 | 0.04% | −84,966−35.6% | 減碼 |
| Citadel Advisors LLC | 154,172 | $1,607 萬 | 0.02% | −693,558−81.8% | 減碼 |
| Brown Advisory Inc | 154,931 | $1,615 萬 | 0.02% | −3,487−2.2% | 減碼 |
| Appleton Partners Inc | 157,732 | $1,644 萬 | 1.21% | +396+0.3% | 加碼 |
| Acadian Asset Management LLC | 158,020 | $1,647 萬 | 0.05% | −78,197−33.1% | 減碼 |
| Pittenger & Anderson Inc | 157,988 | $1,647 萬 | 0.62% | +1,928+1.2% | 加碼 |
| FineMark National Bank & Trust | 158,287 | $1,650 萬 | 0.57% | +712+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 159,046 | $1,658 萬 | 0.04% | −11,435−6.7% | 減碼 |
| Blair William & Co | 159,364 | $1,661 萬 | 0.05% | +1,346+0.9% | 加碼 |
| Prudential PLC | 159,702 | $1,665 萬 | 0.08% | +6,433+4.2% | 加碼 |
| Wesbanco Bank Inc | 160,458 | $1,673 萬 | 0.57% | +5,984+3.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 161,687 | $1,685 萬 | 0.17% | −14,129−8.0% | 減碼 |
| Daiwa Securities Group Inc. | 167,076 | $1,742 萬 | 0.08% | +26,043+18.5% | 加碼 |
| MAI Capital Management | 167,954 | $1,751 萬 | 0.17% | −15,659−8.5% | 減碼 |
| Pathstone Holdings, LLC | 168,843 | $1,760 萬 | 0.08% | +5,367+3.3% | 加碼 |
| Bridgewater Associates, LP | 169,357 | $1,765 萬 | 0.10% | +167,064+7,285.8% | 加碼 |
| Grand Jean Capital Management Inc | 169,385 | $1,766 萬 | 3.95% | −200−0.1% | 減碼 |
| Edgar Lomax Co | 169,545 | $1,767 萬 | 1.08% | −2,695−1.6% | 減碼 |
| Cetera Investment Advisers | 172,292 | $1,796 萬 | 0.04% | +19,077+12.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 173,121 | $1,798 萬 | 3.93% | 00.0% | 不變 |
| RMB Capital Management, LLC | 173,044 | $1,804 萬 | 0.41% | −5,027−2.8% | 減碼 |
| TCG Advisory Services, LLC | 173,214 | $1,806 萬 | 0.79% | −2,481−1.4% | 減碼 |
| Peapack Gladstone Financial Corp | 173,402 | $1,808 萬 | 0.26% | −1,823−1.0% | 減碼 |
| Yousif Capital Management, LLC | 176,147 | $1,836 萬 | 0.20% | −2,541−1.4% | 減碼 |