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。
2026 年第 2 季 13F 持有人
Morgan Stanley 在 2026/6/30 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
- 2,745
- 較 2026 年第 1 季 +266 家
- 持有股數
- 13.5 億
- 較 2026 年第 1 季 +2,562 萬 (+1.9%)
- 總市值
- $2,817 億
- 較 2026 年第 1 季 +$644.1 億 (+29.6%)
- 新進機構
- 357
- 另有 1,106 家加碼
- 清倉機構
- 91
- 另有 947 家減碼
另有 35 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | $2,181 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 |
2026 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 2026 年第 1 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 | $788.3 億 | 100.00% | 00.0% | 不變 |
| State Street Corp | 99,560,815 | $208.1 億 | 0.62% | −1,779,379−1.8% | 減碼 |
| BlackRock, Inc. | 94,899,620 | $198.4 億 | 0.30% | −1,497,269−1.6% | 減碼 |
| Vanguard Capital Management LLC | 77,700,641 | $162.4 億 | 0.35% | −14,4910.0% | 減碼 |
| JPMorgan Chase & Co | 44,363,477 | $93.9 億 | 0.55% | +785,198+1.8% | 加碼 |
| Vanguard Portfolio Management LLC | 30,203,228 | $63.1 億 | 0.28% | −37,573−0.1% | 減碼 |
| Geode Capital Management, LLC | 27,346,327 | $56.9 億 | 0.30% | −356,347−1.3% | 減碼 |
| Fisher Asset Management, LLC | 26,172,995 | $54.7 億 | 1.63% | +572,927+2.2% | 加碼 |
| FMR LLC | 24,903,987 | $52.1 億 | 0.23% | +2,173,964+9.6% | 加碼 |
| Price T Rowe Associates Inc | 19,246,850 | $40.2 億 | 0.40% | +2,232,093+13.1% | 加碼 |
| Capital Research Global Investors | 18,070,606 | $37.8 億 | 0.53% | −2,200,114−10.9% | 減碼 |
| Norges Bank | 17,984,532 | $37.6 億 | 0.37% | +17,984,532 | 新進 |
| Bank of America Corp | 16,651,161 | $34.8 億 | 0.22% | +324,485+2.0% | 加碼 |
| Ameriprise Financial Inc | 14,101,563 | $29.5 億 | 0.60% | +185,073+1.3% | 加碼 |
| Goldman Sachs Group Inc | 13,906,759 | $29.1 億 | 0.30% | −968,422−6.5% | 減碼 |
| Northern Trust Corp | 12,514,426 | $26.2 億 | 0.30% | −303,635−2.4% | 減碼 |
| UBS Asset Management Americas Inc | 11,206,144 | $23.4 億 | 0.43% | +188,296+1.7% | 加碼 |
| UBS Group AG | 10,529,270 | $22.0 億 | 0.35% | −1,394,068−11.7% | 減碼 |
| Schroder Investment Management Group | 10,226,529 | $21.4 億 | 1.52% | −18,140−0.2% | 減碼 |
| Capital World Investors | 10,170,848 | $21.3 億 | 0.25% | +8,554,426+529.2% | 加碼 |
| Charles Schwab Investment Management Inc | 9,956,067 | $20.8 億 | 0.28% | −35,080−0.4% | 減碼 |
| Bank of New York Mellon Corp | 9,759,983 | $20.4 億 | 0.33% | −34,305−0.4% | 減碼 |
| Invesco Ltd. | 9,205,421 | $19.2 億 | 0.15% | +1,358,963+17.3% | 加碼 |
| Massachusetts Financial Services Co | 9,212,711 | $19.2 億 | 0.61% | −2,537,145−21.6% | 減碼 |
| Franklin Resources Inc | 8,358,992 | $17.5 億 | 0.38% | −816,229−8.9% | 減碼 |
| Legal & General Group Plc | 7,494,442 | $15.7 億 | 0.33% | −800,821−9.7% | 減碼 |
| Dimensional Fund Advisors LP | 7,023,920 | $14.7 億 | 0.27% | −211,836−2.9% | 減碼 |
| Vanguard Fiduciary Trust Co | 6,709,499 | $14.0 億 | 0.31% | −44,190−0.7% | 減碼 |
| Royal Bank of Canada | 6,695,389 | $14.0 億 | 0.24% | −1,228,440−15.5% | 減碼 |
| Amundi | 6,692,356 | $14.0 億 | 0.34% | −288,920−4.1% | 減碼 |
| Capital International Investors | 6,284,290 | $13.1 億 | 0.27% | −873,020−12.2% | 減碼 |
| Bank of Montreal | 6,125,821 | $12.8 億 | 0.47% | −537,471−8.1% | 減碼 |
| Morgan Stanley | 6,085,858 | $12.7 億 | 0.07% | −41,538−0.7% | 減碼 |
| Nuveen, LLC | 5,905,402 | $12.3 億 | 0.29% | +303,511+5.4% | 加碼 |
| Wellington Management Group LLP | 5,129,203 | $10.7 億 | 0.18% | +471,432+10.1% | 加碼 |
| Boston Partners | 4,685,095 | $9.85 億 | 0.87% | +255,915+5.8% | 加碼 |
| Marshall Wace, LLP | 4,648,847 | $9.72 億 | 0.82% | +451,578+10.8% | 加碼 |
| Wells Fargo & Company | 4,469,936 | $9.34 億 | 0.16% | +138,920+3.2% | 加碼 |
| Voya Investment Management LLC | 4,315,241 | $9.02 億 | 0.78% | +2,863,206+197.2% | 加碼 |
| Barclays PLC | 4,005,043 | $8.37 億 | 0.26% | −1,208,811−23.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,816,630 | $7.98 億 | 0.42% | +1,041,333+37.5% | 加碼 |
| Jupiter Topco LLC | 3,551,238 | $7.42 億 | 0.30% | +3,551,238 | 新進 |
| Two Sigma Investments, LP | 3,423,546 | $7.16 億 | 0.54% | −316,066−8.5% | 減碼 |
| HSBC Holdings PLC | 3,280,048 | $6.86 億 | 0.33% | −86,422−2.6% | 減碼 |
| Canada Pension Plan Investment Board | 3,226,681 | $6.75 億 | 0.37% | +241,705+8.1% | 加碼 |
| Deutsche Bank AG | 3,189,941 | $6.67 億 | 0.19% | −931,930−22.6% | 減碼 |
| Envestnet Asset Management Inc | 3,093,632 | $6.47 億 | 0.15% | −6,747−0.2% | 減碼 |
| National Pension Service | 2,960,629 | $6.19 億 | 0.40% | +8,212+0.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,884,044 | $6.03 億 | 0.33% | +197,134+7.3% | 加碼 |
| Principal Financial Group Inc | 2,836,822 | $5.93 億 | 0.29% | −185,144−6.1% | 減碼 |
| Axiom Investors LLC | 2,787,121 | $5.83 億 | 5.04% | −327,725−10.5% | 減碼 |
| Allianz Asset Management GmbH | 2,720,431 | $5.69 億 | 0.53% | +107,051+4.1% | 加碼 |
| Vanguard Global Advisers, LLC | 2,600,250 | $5.44 億 | 0.25% | −45,678−1.7% | 減碼 |
| Neuberger Berman Group LLC | 2,597,715 | $5.43 億 | 0.36% | +214,361+9.0% | 加碼 |
| Vanguard Asset Management, Ltd | 2,554,813 | $5.34 億 | 0.36% | +246,627+10.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,502,924 | $5.23 億 | 0.30% | −39,272−1.5% | 減碼 |
| Citigroup Inc | 2,335,296 | $4.88 億 | 0.23% | +462,418+24.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,272,593 | $4.75 億 | 0.24% | −139,301−5.8% | 減碼 |
| Lord, Abbett & Co. LLC | 2,140,714 | $4.47 億 | 1.28% | −9,863−0.5% | 減碼 |
| California Public Employees Retirement System | 2,115,910 | $4.42 億 | 0.25% | −306,374−12.6% | 減碼 |
| Rhumbline Advisers | 2,093,599 | $4.38 億 | 0.33% | −55,766−2.6% | 減碼 |
| TD Asset Management Inc | 2,073,338 | $4.33 億 | 0.38% | −58,161−2.7% | 減碼 |
| LPL Financial LLC | 2,073,037 | $4.33 億 | 0.10% | +80,196+4.0% | 加碼 |
| Alliancebernstein L.P. | 2,622,343 | $4.32 億 | 0.15% | −246,420−8.6% | 減碼 |
| Raymond James Financial Inc | 1,969,367 | $4.12 億 | 0.11% | −1840.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,876,903 | $3.92 億 | 0.56% | +314,380+20.1% | 加碼 |
| American Century Companies Inc | 1,839,245 | $3.84 億 | 0.17% | +439,219+31.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,833,588 | $3.83 億 | 0.47% | +1,079,631+143.2% | 加碼 |
| Ensign Peak Advisors, Inc | 1,808,366 | $3.78 億 | 0.62% | −42,254−2.3% | 減碼 |
| Fifth Third Bancorp | 1,807,355 | $3.78 億 | 0.61% | +7,593+0.4% | 加碼 |
| California State Teachers Retirement System | 1,790,634 | $3.74 億 | 0.34% | +1270.0% | 加碼 |
| Thrivent Financial for Lutherans | 1,775,349 | $3.71 億 | 0.62% | −201,729−10.2% | 減碼 |
| KBC Group NV | 1,685,231 | $3.52 億 | 0.76% | −129,142−7.1% | 減碼 |
| Stifel Financial Corp | 1,652,591 | $3.45 億 | 0.29% | +14,071+0.9% | 加碼 |
| FIL Ltd | 1,644,681 | $3.44 億 | 0.25% | +145,987+9.7% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 1,622,593 | $3.39 億 | 0.97% | +1,622,593 | 新進 |
| Fayez Sarofim & Co | 1,573,250 | $3.29 億 | 0.77% | −61,787−3.8% | 減碼 |
| CI Private Wealth, LLC | 1,528,373 | $3.20 億 | 0.44% | −157,621−9.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,444,027 | $3.02 億 | 1.04% | −57,104−3.8% | 減碼 |
| New York State Common Retirement Fund | 1,438,355 | $3.01 億 | 0.38% | −99,000−6.4% | 減碼 |
| Qube Research & Technologies Ltd | 1,424,082 | $2.98 億 | 0.33% | +349,748+32.6% | 加碼 |
| Cullen Capital Management LLC | 1,413,521 | $2.95 億 | 2.91% | −20,044−1.4% | 減碼 |
| HighTower Advisors, LLC | 1,409,310 | $2.89 億 | 0.28% | +77,327+5.8% | 加碼 |
| Winslow Capital Management, LLC | 1,372,032 | $2.87 億 | 0.99% | +406,593+42.1% | 加碼 |
| Acadian Asset Management LLC | 1,360,434 | $2.84 億 | 0.34% | −21,859−1.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,328,385 | $2.78 億 | 0.53% | +736,736+124.5% | 加碼 |
| Natixis Advisors, L.P. | 1,287,190 | $2.69 億 | 0.30% | +225,092+21.2% | 加碼 |
| SG Americas Securities, LLC | 1,278,356 | $2.67 億 | 0.15% | +1,053,137+467.6% | 加碼 |
| Prudential Financial Inc | 1,267,462 | $2.65 億 | 0.29% | −548,354−30.2% | 減碼 |
| Bessemer Group Inc | 1,227,982 | $2.57 億 | 0.35% | +490,150+66.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,225,291 | $2.56 億 | 1.24% | +1,224,380+134,399.6% | 加碼 |
| Commerce Bank | 1,219,953 | $2.55 億 | 1.12% | −66,058−5.1% | 減碼 |
| Eurizon Capital SGR S.p.A. | 1,190,383 | $2.50 億 | 0.67% | +726,155+156.4% | 加碼 |
| Hamlin Capital Management, LLC | 1,178,300 | $2.46 億 | 5.54% | −110,420−8.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,129,349 | $2.36 億 | 0.18% | −97,774−8.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,122,424 | $2.32 億 | 0.36% | −1770.0% | 減碼 |
| SEI Investments Co | 1,110,058 | $2.32 億 | 0.20% | −300,235−21.3% | 減碼 |
| Focused Investors LLC | 1,104,050 | $2.31 億 | 7.79% | −124,300−10.1% | 減碼 |
| Russell Investments Group, Ltd. | 1,100,822 | $2.31 億 | 0.20% | +49,245+4.7% | 加碼 |
| Evercore Wealth Management, LLC | 1,088,168 | $2.27 億 | 3.22% | −89,225−7.6% | 減碼 |