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
- 1,874
- 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 659 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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 177,179 | $1,847 萬 | 0.19% | −6,862−3.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,126 | $1,867 萬 | 0.05% | +9,076+5.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 181,749 | $1,895 萬 | 0.57% | +1,173+0.6% | 加碼 |
| Nexus Investment Management ULC | 182,027 | $1,897 萬 | 1.86% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 181,803 | $1,898 萬 | 0.04% | +11,670+6.9% | 加碼 |
| LVM Capital Management Ltd | 196,837 | $1,913 萬 | 2.18% | 00.0% | 不變 |
| New York Life Investment Management LLC | 184,598 | $1,924 萬 | 0.19% | −6,357−3.3% | 減碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,928 萬 | 1.43% | 00.0% | 不變 |
| Bridger Management, LLC | 187,714 | $1,957 萬 | 9.79% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,965 萬 | 0.21% | 00.0% | 不變 |
| Utah Retirement Systems | 191,968 | $2,001 萬 | 0.23% | +700+0.4% | 加碼 |
| Umb Bank N A | 195,757 | $2,041 萬 | 0.32% | −11,447−5.5% | 減碼 |
| Copeland Capital Management, LLC | 198,086 | $2,065 萬 | 0.36% | −8,016−3.9% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 199,926 | $2,084 萬 | 3.40% | −586−0.3% | 減碼 |
| Diamond Hill Capital Management Inc | 202,252 | $2,108 萬 | 0.09% | 00.0% | 不變 |
| Camden Capital, LLC | 202,469 | $2,111 萬 | 2.28% | +533+0.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,983 | $2,113 萬 | 0.21% | +359+0.2% | 加碼 |
| British Columbia Investment Management Corp | 203,385 | $2,120 萬 | 0.13% | −31,538−13.4% | 減碼 |
| USS Investment Management Ltd | 210,057 | $2,190 萬 | 0.16% | −5,437−2.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 210,248 | $2,192 萬 | 1.57% | −703−0.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 211,033 | $2,200 萬 | 0.22% | +211,033 | 新進 |
| Moody Lynn & Lieberson, LLC | 211,480 | $2,204 萬 | 1.36% | −1,649−0.8% | 減碼 |
| Bailard, Inc. | 211,867 | $2,209 萬 | 0.57% | −1,793−0.8% | 減碼 |
| Public Sector Pension Investment Board | 217,396 | $2,266 萬 | 0.12% | +5,213+2.5% | 加碼 |
| Creative Planning | 220,114 | $2,294 萬 | 0.02% | +8,902+4.2% | 加碼 |
| Chartwell Investment Partners, LLC | 220,262 | $2,296 萬 | 0.79% | −3,129−1.4% | 減碼 |
| Madison Asset Management, LLC | 221,191 | $2,306 萬 | 0.26% | −70,145−24.1% | 減碼 |
| CIBC Asset Management Inc | 221,196 | $2,306 萬 | 0.07% | +30,722+16.1% | 加碼 |
| Sanctuary Advisors, LLC | 172,114 | $2,318 萬 | 0.15% | +13,425+8.5% | 加碼 |
| Hallmark Capital Management Inc | 222,518 | $2,320 萬 | 1.72% | −1,279−0.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 240,682 | $2,341 萬 | 0.17% | +106,981+80.0% | 加碼 |
| Edge Capital Group, LLC | 229,662 | $2,394 萬 | 1.06% | −2,781−1.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 213,228 | $2,394 萬 | 0.21% | +5,755+2.8% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 231,069 | $2,409 萬 | 0.89% | −27,600−10.7% | 減碼 |
| Abner Herrman & Brock LLC | 231,133 | $2,409 萬 | 2.91% | −320.0% | 減碼 |
| TD Waterhouse Canada Inc. | 222,393 | $2,410 萬 | 0.20% | −17,364−7.2% | 減碼 |
| Capital Group Private Client Services, Inc. | 231,930 | $2,418 萬 | 0.23% | −3,776−1.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 233,502 | $2,434 萬 | 1.01% | +998+0.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 237,080 | $2,471 萬 | 1.69% | 00.0% | 不變 |
| ProShare Advisors LLC | 239,440 | $2,496 萬 | 0.06% | −14,678−5.8% | 減碼 |
| CIBC World Markets Corp | 239,764 | $2,499 萬 | 0.18% | −14,610−5.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 239,939 | $2,501 萬 | 0.06% | +62,749+35.4% | 加碼 |
| Harvest Portfolios Group Inc. | 240,227 | $2,504 萬 | 0.83% | −8,844−3.6% | 減碼 |
| Amalgamated Bank | 241,258 | $2,515 萬 | 0.21% | −7,568−3.0% | 減碼 |
| QRG Capital Management, Inc. | 244,115 | $2,545 萬 | 0.27% | +8,645+3.7% | 加碼 |
| Pinebridge Investments, L.P. | 244,774 | $2,552 萬 | 0.19% | +242,486+10,598.2% | 加碼 |
| Connors Investor Services Inc | 245,164 | $2,552 萬 | 2.47% | +9,260+3.9% | 加碼 |
| Cerity Partners LLC | 247,677 | $2,582 萬 | 0.06% | +43,664+21.4% | 加碼 |
| Assetmark, Inc | 248,283 | $2,588 萬 | 0.07% | −3,310−1.3% | 減碼 |
| IFM Investors Pty Ltd | 248,431 | $2,590 萬 | 0.25% | −1,776−0.7% | 減碼 |
| Keybank National Association | 250,853 | $2,615 萬 | 0.10% | −2,298−0.9% | 減碼 |
| NFJ Investment Group, LLC | 251,858 | $2,625 萬 | 0.77% | −2,811−1.1% | 減碼 |
| Czech National Bank | 253,773 | $2,645 萬 | 0.27% | +15,311+6.4% | 加碼 |
| AMF Pensionsforsakring AB | 256,360 | $2,676 萬 | 0.19% | +25,179+10.9% | 加碼 |
| Chilton Investment Co LLC | 258,057 | $2,690 萬 | 0.70% | −272,604−51.4% | 減碼 |
| Gabelli Funds LLC | 258,486 | $2,694 萬 | 0.19% | +2,085+0.8% | 加碼 |
| Teacher Retirement System of Texas | 259,434 | $2,704 萬 | 0.13% | +6,162+2.4% | 加碼 |
| Annex Advisory Services, LLC | 261,119 | $2,722 萬 | 0.87% | +2,453+0.9% | 加碼 |
| Heritage Investors Management Corp | 261,146 | $2,722 萬 | 0.91% | −5,972−2.2% | 減碼 |
| Bollard Group LLC | 262,012 | $2,731 萬 | 0.73% | +1,484+0.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 262,030 | $2,731 萬 | 0.49% | +4,294+1.7% | 加碼 |
| Maple Capital Management, Inc. | 265,796 | $2,771 萬 | 2.11% | +2,689+1.0% | 加碼 |
| AQR Capital Management LLC | 267,802 | $2,771 萬 | 0.04% | +152,674+132.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 266,600 | $2,779 萬 | 0.19% | −11,700−4.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 271,189 | $2,827 萬 | 0.18% | −3,677−1.3% | 減碼 |
| Agf Management Ltd | 281,047 | $2,930 萬 | 0.15% | −82,512−22.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 285,520 | $2,976 萬 | 0.69% | +2,840+1.0% | 加碼 |
| Blue Chip Partners, Inc. | 285,621 | $2,977 萬 | 2.59% | +345+0.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 288,305 | $3,005 萬 | 0.05% | −145−0.1% | 減碼 |
| MML Investors Services, LLC | 289,408 | $3,017 萬 | 0.11% | +38,209+15.2% | 加碼 |
| Forsta Ap-Fonden | 289,863 | $3,022 萬 | 0.23% | +27,200+10.4% | 加碼 |
| Baird Financial Group, Inc. | 292,165 | $3,046 萬 | 0.06% | +12,040+4.3% | 加碼 |
| Matrix Asset Advisors Inc | 301,627 | $3,144 萬 | 3.50% | −2,224−0.7% | 減碼 |
| Mackenzie Financial Corp | 305,404 | $3,184 萬 | 0.04% | +17,068+5.9% | 加碼 |
| Chilton Capital Management LLC | 313,087 | $3,264 萬 | 1.36% | +8,207+2.7% | 加碼 |
| Credit Agricole S A | 314,021 | $3,273 萬 | 0.17% | −75,191−19.3% | 減碼 |
| Varma Mutual Pension Insurance Co | 282,612 | $3,285 萬 | 0.26% | −12,800−4.3% | 減碼 |
| Janney Montgomery Scott LLC | 317,239 | $3,307 萬 | 0.09% | +17,036+5.7% | 加碼 |
| GW&K Investment Management, LLC | 318,808 | $3,323 萬 | 0.28% | −5,545−1.7% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 324,476 | $3,382 萬 | 1.93% | +2,834+0.9% | 加碼 |
| MetLife Investment Management | 325,565 | $3,394 萬 | 0.19% | −9,774−2.9% | 減碼 |
| Gradient Investments LLC | 331,311 | $3,454 萬 | 0.72% | −31,010−8.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 332,329 | $3,464 萬 | 0.05% | −297−0.1% | 減碼 |
| Hosking Partners LLP | 334,700 | $3,489 萬 | 1.35% | −15,634−4.5% | 減碼 |
| State of Michigan Retirement System | 339,226 | $3,536 萬 | 0.18% | −3,500−1.0% | 減碼 |
| Comerica Bank | 339,808 | $3,542 萬 | 0.14% | +5,076+1.5% | 加碼 |
| Corebridge Financial, Inc. | 340,617 | $3,551 萬 | 0.19% | −10,086−2.9% | 減碼 |
| Arizona State Retirement System | 349,479 | $3,643 萬 | 0.23% | −6,076−1.7% | 減碼 |
| Toronto Dominion Bank | 349,660 | $3,645 萬 | 0.06% | −59,481−14.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 353,258 | $3,682 萬 | 0.44% | +740+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 354,033 | $3,690 萬 | 0.42% | −11,385−3.1% | 減碼 |
| Vontobel Holding Ltd. | 356,654 | $3,718 萬 | 0.12% | +14,155+4.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 359,696 | $3,749 萬 | 0.73% | −4,410−1.2% | 減碼 |
| Kodai Capital Management LP | 360,042 | $3,753 萬 | 0.78% | +360,042 | 新進 |
| CIBC World Markets Inc. | 364,017 | $3,795 萬 | 0.09% | −25,307−6.5% | 減碼 |
| Fiduciary Trust Co | 366,242 | $3,818 萬 | 0.53% | −8,116−2.2% | 減碼 |
| Rockefeller Capital Management L.P. | 367,022 | $3,824 萬 | 0.10% | +127,066+53.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,849 萬 | 1.99% | 00.0% | 不變 |
| AXA S.A. | 371,692 | $3,875 萬 | 0.11% | −27,042−6.8% | 減碼 |
| Conning Inc. | 375,659 | $3,916 萬 | 1.29% | +10,361+2.8% | 加碼 |