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 | $2,180 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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 973,063 | $1.01 億 | 0.22% | +25,158+2.7% | 加碼 |
| Alyeska Investment Group, L.P. | 969,611 | $1.01 億 | 0.52% | +969,611 | 新進 |
| Squarepoint Ops LLC | 949,795 | $9,901 萬 | 0.32% | +19,792+2.1% | 加碼 |
| Retirement Systems of Alabama | 937,020 | $9,767 萬 | 0.37% | −67,932−6.8% | 減碼 |
| Russell Investments Group, Ltd. | 936,420 | $9,760 萬 | 0.14% | +68,481+7.9% | 加碼 |
| DnB Asset Management AS | 928,019 | $9,674 萬 | 0.44% | +3,229+0.3% | 加碼 |
| Allianz Asset Management GmbH | 869,670 | $9,065 萬 | 0.14% | +14,094+1.6% | 加碼 |
| M&T Bank Corp | 842,699 | $8,784 萬 | 0.29% | −18,131−2.1% | 減碼 |
| Swedbank AB | 837,985 | $8,735 萬 | 0.11% | +13,231+1.6% | 加碼 |
| Clark Capital Management Group, Inc. | 835,396 | $8,708 萬 | 0.60% | +15,506+1.9% | 加碼 |
| Aristotle Capital Management, LLC | 826,487 | $8,615 萬 | 0.16% | +6,487+0.8% | 加碼 |
| RBF Capital, LLC | 810,432 | $8,448 萬 | 4.33% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 809,089 | $8,434 萬 | 0.63% | +2,586+0.3% | 加碼 |
| Storebrand Asset Management AS | 784,205 | $8,175 萬 | 0.26% | +20,465+2.7% | 加碼 |
| Aviva PLC | 770,544 | $8,032 萬 | 0.21% | +18,103+2.4% | 加碼 |
| Rathbone Brothers plc | 764,832 | $7,973 萬 | 0.40% | +44,688+6.2% | 加碼 |
| US Bancorp | 760,980 | $7,932 萬 | 0.10% | −17,948−2.3% | 減碼 |
| Renaissance Technologies LLC | 757,783 | $7,899 萬 | 0.12% | +439,159+137.8% | 加碼 |
| Pzena Investment Management LLC | 750,188 | $7,820 萬 | 0.25% | +3650.0% | 加碼 |
| First Trust Advisors LP | 739,852 | $7,712 萬 | 0.07% | +517,895+233.3% | 加碼 |
| TCW Group Inc | 739,055 | $7,704 萬 | 0.67% | −19,268−2.5% | 減碼 |
| Pictet Asset Management Holding SA | 737,399 | $7,687 萬 | 0.08% | +110,914+17.7% | 加碼 |
| State of Wisconsin Investment Board | 722,060 | $7,527 萬 | 0.19% | +35,360+5.1% | 加碼 |
| Kames Capital plc | 719,210 | $7,496 萬 | 1.02% | +97,797+15.7% | 加碼 |
| Mariner, LLC | 695,433 | $7,249 萬 | 0.13% | +29,912+4.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 682,270 | $7,112 萬 | 0.09% | −784,497−53.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 672,624 | $7,011 萬 | 0.21% | −15,101−2.2% | 減碼 |
| Public Employees Retirement System of Ohio | 667,801 | $6,961 萬 | 0.30% | −4,207−0.6% | 減碼 |
| LGT Capital Partners Ltd. | 663,540 | $6,917 萬 | 2.41% | +59,420+9.8% | 加碼 |
| Employees Retirement System of Texas | 659,400 | $6,874 萬 | 0.59% | 00.0% | 不變 |
| Truist Financial Corp | 657,277 | $6,851 萬 | 0.11% | −28,490−4.2% | 減碼 |
| Factory Mutual Insurance Co | 655,250 | $6,830 萬 | 0.71% | −60,000−8.4% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 621,239 | $6,476 萬 | 3.26% | +410+0.1% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 609,254 | $6,351 萬 | 6.42% | +53,329+9.6% | 加碼 |
| Qube Research & Technologies Ltd | 606,235 | $6,319 萬 | 0.12% | −723,170−54.4% | 減碼 |
| Royal London Asset Management Ltd | 596,932 | $6,222 萬 | 0.15% | +9,154+1.6% | 加碼 |
| Victory Capital Management Inc | 595,792 | $6,211 萬 | 0.06% | −48,879−7.6% | 減碼 |
| TD Asset Management Inc | 589,263 | $6,135 萬 | 0.05% | −7,860−1.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 587,689 | $6,125 萬 | 0.11% | +2,777+0.5% | 加碼 |
| Clearbridge Investments, LLC | 581,417 | $6,061 萬 | 0.05% | −44,339−7.1% | 減碼 |
| Capital Fund Management S.A. | 569,478 | $5,936 萬 | 0.66% | −454,403−44.4% | 減碼 |
| Calamos Advisors LLC | 548,468 | $5,717 萬 | 0.27% | −26,101−4.5% | 減碼 |
| SEI Investments Co | 545,274 | $5,684 萬 | 0.07% | +19,123+3.6% | 加碼 |
| Nisa Investment Advisors, LLC | 545,146 | $5,683 萬 | 0.34% | +77,225+16.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 541,669 | $5,646 萬 | 0.13% | −46,073−7.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 526,153 | $5,485 萬 | 1.18% | −1,158−0.2% | 減碼 |
| Danske Bank A/S | 524,372 | $5,466 萬 | 0.18% | +5,400+1.0% | 加碼 |
| Lazard Freres Gestion S.A.S. | 523,798 | $5,460 萬 | 1.16% | −8,787−1.6% | 減碼 |
| Treasurer of the State of North Carolina | 519,357 | $5,414 萬 | 0.22% | −1,150−0.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 507,857 | $5,301 萬 | 0.24% | +236,229+87.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 508,289 | $5,298 萬 | 0.30% | +114,448+29.1% | 加碼 |
| Asset Management One Co.,Ltd. | 503,769 | $5,251 萬 | 0.19% | +2,183+0.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 485,271 | $5,058 萬 | 0.15% | −5,017−1.0% | 減碼 |
| Capital Advisors Inc | 484,821 | $5,054 萬 | 1.01% | +12,092+2.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 480,205 | $5,006 萬 | 0.44% | −21,096−4.2% | 減碼 |
| State of Tennessee, Treasury Department | 477,231 | $4,975 萬 | 0.17% | +35,245+8.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 459,810 | $4,793 萬 | 0.10% | +92,556+25.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 451,970 | $4,711 萬 | 0.19% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 446,031 | $4,649 萬 | 0.51% | −63,316−12.4% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 443,287 | $4,621 萬 | 0.75% | +407+0.1% | 加碼 |
| Erste Asset Management GmbH | 442,276 | $4,607 萬 | 0.55% | +125,643+39.7% | 加碼 |
| Handelsbanken Fonder AB | 440,023 | $4,587 萬 | 0.18% | +584+0.1% | 加碼 |
| KBC Group NV | 437,036 | $4,556 萬 | 0.14% | +121,788+38.6% | 加碼 |
| Holocene Advisors, LP | 435,373 | $4,538 萬 | 0.18% | +435,373 | 新進 |
| Todd Asset Management LLC | 431,197 | $4,495 萬 | 1.05% | −2,601−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 430,516 | $4,488 萬 | 0.07% | +5,774+1.4% | 加碼 |
| Rafferty Asset Management, LLC | 422,350 | $4,403 萬 | 0.15% | −17,789−4.0% | 減碼 |
| Nomura Asset Management Co Ltd | 422,103 | $4,400 萬 | 0.14% | +61,682+17.1% | 加碼 |
| Pinnacle Associates Ltd | 471,784 | $4,399 萬 | 0.76% | +19,218+4.2% | 加碼 |
| STRS Ohio | 414,259 | $4,318 萬 | 0.17% | −1,105−0.3% | 減碼 |
| Bank of Nova Scotia | 402,113 | $4,192 萬 | 0.08% | −284,476−41.4% | 減碼 |
| Resona Asset Management Co.,Ltd. | 388,508 | $4,049 萬 | 0.23% | −8,227−2.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 385,787 | $4,021 萬 | 0.19% | −594,041−60.6% | 減碼 |
| Optiver Holding B.V. | 381,832 | $3,980 萬 | 1.01% | +222,664+139.9% | 加碼 |
| Conning Inc. | 375,659 | $3,916 萬 | 1.29% | +10,361+2.8% | 加碼 |
| AXA S.A. | 371,692 | $3,875 萬 | 0.11% | −27,042−6.8% | 減碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $3,849 萬 | 1.99% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 367,022 | $3,824 萬 | 0.10% | +127,066+53.0% | 加碼 |
| Fiduciary Trust Co | 366,242 | $3,818 萬 | 0.53% | −8,116−2.2% | 減碼 |
| CIBC World Markets Inc. | 364,017 | $3,795 萬 | 0.09% | −25,307−6.5% | 減碼 |
| Kodai Capital Management LP | 360,042 | $3,753 萬 | 0.78% | +360,042 | 新進 |
| Ferguson Wellman Capital Management, Inc | 359,696 | $3,749 萬 | 0.73% | −4,410−1.2% | 減碼 |
| Vontobel Holding Ltd. | 356,654 | $3,718 萬 | 0.12% | +14,155+4.1% | 加碼 |
| Swiss Life Asset Management Ltd | 354,033 | $3,690 萬 | 0.42% | −11,385−3.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 353,258 | $3,682 萬 | 0.44% | +740+0.2% | 加碼 |
| Toronto Dominion Bank | 349,660 | $3,645 萬 | 0.06% | −59,481−14.5% | 減碼 |
| Arizona State Retirement System | 349,479 | $3,643 萬 | 0.23% | −6,076−1.7% | 減碼 |
| Corebridge Financial, Inc. | 340,617 | $3,551 萬 | 0.19% | −10,086−2.9% | 減碼 |
| Comerica Bank | 339,808 | $3,542 萬 | 0.14% | +5,076+1.5% | 加碼 |
| State of Michigan Retirement System | 339,226 | $3,536 萬 | 0.18% | −3,500−1.0% | 減碼 |
| Hosking Partners LLP | 334,700 | $3,489 萬 | 1.35% | −15,634−4.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 332,329 | $3,464 萬 | 0.05% | −297−0.1% | 減碼 |
| Gradient Investments LLC | 331,311 | $3,454 萬 | 0.72% | −31,010−8.6% | 減碼 |
| MetLife Investment Management | 325,565 | $3,394 萬 | 0.19% | −9,774−2.9% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 324,476 | $3,382 萬 | 1.93% | +2,834+0.9% | 加碼 |
| GW&K Investment Management, LLC | 318,808 | $3,323 萬 | 0.28% | −5,545−1.7% | 減碼 |
| Janney Montgomery Scott LLC | 317,239 | $3,307 萬 | 0.09% | +17,036+5.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 282,612 | $3,285 萬 | 0.26% | −12,800−4.3% | 減碼 |
| Credit Agricole S A | 314,021 | $3,273 萬 | 0.17% | −75,191−19.3% | 減碼 |
| Chilton Capital Management LLC | 313,087 | $3,264 萬 | 1.36% | +8,207+2.7% | 加碼 |