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。
2025 年第 2 季 13F 持有人
Morgan Stanley 在 2025/6/30 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
- 2,209
- 較 2025 年第 1 季 +132 家
- 持有股數
- 13.5 億
- 較 2025 年第 1 季 −993.5 萬 (−0.7%)
- 總市值
- $1,906 億
- 較 2025 年第 1 季 +$317.3 億 (+20.0%)
- 新進機構
- 249
- 另有 895 家加碼
- 清倉機構
- 117
- 另有 772 家減碼
另有 27 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | 2,746 | $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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 5,496 | $77.4 萬 | 0.45% | +6+0.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,508 | $77.6 萬 | 0.01% | 00.0% | 不變 |
| West Family Investments, Inc. | 5,570 | $78.5 萬 | 0.20% | +2,092+60.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,576 | $78.5 萬 | 0.06% | +1,705+44.0% | 加碼 |
| Raleigh Capital Management Inc. | 5,583 | $78.6 萬 | 0.33% | +188+3.5% | 加碼 |
| Wrapmanager Inc | 5,584 | $78.7 萬 | 0.19% | −208−3.6% | 減碼 |
| ICONIQ Capital, LLC | 5,596 | $78.8 萬 | 0.01% | +138+2.5% | 加碼 |
| Destination Wealth Management | 5,625 | $79.2 萬 | 0.02% | +139+2.5% | 加碼 |
| Sippican Capital Advisors | 5,645 | $79.5 萬 | 0.58% | −150−2.6% | 減碼 |
| Evernest Financial Advisors, LLC | 5,650 | $79.6 萬 | 0.26% | +873+18.3% | 加碼 |
| Daymark Wealth Partners, LLC | 5,655 | $79.7 萬 | 0.03% | +303+5.7% | 加碼 |
| Curbstone Financial Management Corp | 5,676 | $80.0 萬 | 0.16% | 00.0% | 不變 |
| BSW Wealth Partners | 5,699 | $80.3 萬 | 0.11% | +393+7.4% | 加碼 |
| Financial Advisors, LLC | 5,706 | $80.4 萬 | 0.15% | +230+4.2% | 加碼 |
| Beacon Financial Group | 5,709 | $80.4 萬 | 0.08% | −253−4.2% | 減碼 |
| Mechanics Bank Trust Department | 5,731 | $80.7 萬 | 0.12% | +31+0.5% | 加碼 |
| Rogco, LP | 5,744 | $80.9 萬 | 0.30% | +620+12.1% | 加碼 |
| Kathmere Capital Management, LLC | 5,751 | $81.0 萬 | 0.06% | +2,685+87.6% | 加碼 |
| Ci Investments Inc. | 5,754 | $81.1 萬 | 0.00% | −38,357−87.0% | 減碼 |
| Ocean Capital Management, LLC | 5,758 | $81.1 萬 | 0.18% | +4+0.1% | 加碼 |
| Nations Financial Group Inc, | 5,762 | $81.2 萬 | 0.06% | +28+0.5% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 5,764 | $81.2 萬 | 0.20% | −325−5.3% | 減碼 |
| TriaGen Wealth Management LLC | 5,771 | $81.3 萬 | 0.25% | +3+0.1% | 加碼 |
| Diversify Wealth Management, LLC | 5,528 | $81.4 萬 | 0.05% | −411−6.9% | 減碼 |
| Angeles Wealth Management, LLC | 5,782 | $81.4 萬 | 0.06% | +817+16.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 5,798 | $81.7 萬 | 0.06% | −565−8.9% | 減碼 |
| HBK Sorce Advisory LLC | 5,809 | $81.8 萬 | 0.02% | −131−2.2% | 減碼 |
| Wealth Alliance | 5,809 | $81.8 萬 | 0.09% | −116−2.0% | 減碼 |
| Lee Danner & Bass Inc | 5,827 | $82.1 萬 | 0.06% | −787−11.9% | 減碼 |
| Morningstar Investment Management LLC | 5,834 | $82.2 萬 | 0.07% | +5,834 | 新進 |
| Nicholas Hoffman & Company, LLC. | 5,897 | $83.1 萬 | 0.02% | +344+6.2% | 加碼 |
| Welch & Forbes LLC | 5,898 | $83.1 萬 | 0.01% | −313−5.0% | 減碼 |
| Sunbelt Securities, Inc. | 6,617 | $83.2 萬 | 0.07% | +842+14.6% | 加碼 |
| Adirondack Trust Co | 5,911 | $83.3 萬 | 0.30% | +596+11.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 5,931 | $83.5 萬 | 0.07% | +5,931 | 新進 |
| Berger Financial Group, Inc | 5,967 | $84.0 萬 | 0.05% | −137−2.2% | 減碼 |
| Quest Partners LLC | 5,969 | $84.1 萬 | 0.08% | −1,963−24.7% | 減碼 |
| Eagle Rock Investment Company, LLC | 6,000 | $84.5 萬 | 0.13% | 00.0% | 不變 |
| Clifford Group, LLC | 6,002 | $84.5 萬 | 0.69% | −61−1.0% | 減碼 |
| Childress Capital Advisors, LLC | 6,018 | $84.8 萬 | 0.21% | +894+17.4% | 加碼 |
| SlateStone Wealth, LLC | 6,081 | $85.7 萬 | 0.08% | +946+18.4% | 加碼 |
| LVW Advisors, LLC | 6,093 | $85.8 萬 | 0.10% | −2,891−32.2% | 減碼 |
| LM Advisors LLC | 6,104 | $86.0 萬 | 0.11% | +365+6.4% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,108 | $86.0 萬 | 0.06% | −1,804−22.8% | 減碼 |
| Alta Advisers Ltd | 6,115 | $86.1 萬 | 0.31% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,119 | $86.2 萬 | 0.32% | −78−1.3% | 減碼 |
| Beck Mack & Oliver LLC | 6,125 | $86.3 萬 | 0.02% | 00.0% | 不變 |
| RMR Wealth Builders | 6,128 | $86.3 萬 | 0.08% | +2,285+59.5% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 6,154 | $86.7 萬 | 0.10% | +6,154 | 新進 |
| Rehmann Capital Advisory Group | 6,158 | $86.7 萬 | 0.05% | +493+8.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,160 | $86.8 萬 | 0.14% | +154+2.6% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,200 | $87.3 萬 | 0.20% | 00.0% | 不變 |
| 111 Capital | 6,224 | $87.7 萬 | 0.15% | −4,347−41.1% | 減碼 |
| Atom Investors LP | 6,234 | $87.8 萬 | 0.08% | +6,234 | 新進 |
| Chicago Wealth Management, Inc. | 6,243 | $87.9 萬 | 0.42% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 6,252 | $88.1 萬 | 0.00% | +473+8.2% | 加碼 |
| Affinity Investment Advisors, LLC | 6,278 | $88.4 萬 | 0.67% | −460−6.8% | 減碼 |
| Bridgewater Advisors Inc. | 6,213 | $89.2 萬 | 0.07% | +104+1.7% | 加碼 |
| Cornercap Investment Counsel Inc | 6,363 | $89.6 萬 | 0.47% | −148−2.3% | 減碼 |
| Zhang Financial LLC | 6,363 | $89.6 萬 | 0.04% | +3,053+92.2% | 加碼 |
| Somerville Kurt F | 6,375 | $89.8 萬 | 0.15% | 00.0% | 不變 |
| Hamilton Capital, LLC | 6,385 | $89.9 萬 | 0.05% | −20.0% | 減碼 |
| Davis R M Inc | 6,419 | $90.4 萬 | 0.02% | +91+1.4% | 加碼 |
| Strategic Blueprint, LLC | 6,442 | $90.7 萬 | 0.04% | −146−2.2% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 6,456 | $90.9 萬 | 0.06% | +1,037+19.1% | 加碼 |
| Mechanics Financial Corp | 6,481 | $91.3 萬 | 0.39% | −1,307−16.8% | 減碼 |
| Carlson Capital L P | 6,500 | $91.6 萬 | 0.52% | +6,500 | 新進 |
| PDS Planning, Inc | 6,543 | $92.2 萬 | 0.07% | +462+7.6% | 加碼 |
| Mindset Wealth Management, LLC | 6,555 | $92.3 萬 | 0.30% | +59+0.9% | 加碼 |
| Harbor Advisors LLC | 6,608 | $93.1 萬 | 0.15% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $93.2 萬 | 0.17% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 6,638 | $93.5 萬 | 0.04% | +262+4.1% | 加碼 |
| Personal Cfo Solutions, LLC | 6,653 | $93.7 萬 | 0.17% | +9+0.1% | 加碼 |
| Hills Bank & Trust Co | 6,661 | $93.8 萬 | 0.06% | −126−1.9% | 減碼 |
| Triad Wealth Partners, LLC | 6,679 | $94.1 萬 | 0.19% | −50−0.7% | 減碼 |
| CMT Capital Markets Trading GmbH | 6,682 | $94.1 萬 | 0.45% | −838−11.1% | 減碼 |
| Robotti Robert | 6,715 | $94.6 萬 | 0.18% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 6,715 | $94.6 萬 | 0.47% | −342−4.8% | 減碼 |
| Canton Hathaway, LLC | 6,725 | $94.7 萬 | 0.19% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 6,735 | $94.9 萬 | 0.26% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 6,757 | $95.2 萬 | 0.10% | −8,388−55.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,813 | $96.0 萬 | 0.08% | −128−1.8% | 減碼 |
| CWA Asset Management Group, LLC | 6,867 | $96.7 萬 | 0.04% | +1,246+22.2% | 加碼 |
| IHT Wealth Management, LLC | 6,873 | $96.8 萬 | 0.03% | +128+1.9% | 加碼 |
| Keel Point, LLC | 6,874 | $96.8 萬 | 0.06% | +976+16.5% | 加碼 |
| Essex Financial Services, Inc. | 6,903 | $97.2 萬 | 0.06% | +1,603+30.2% | 加碼 |
| Los Angeles Capital Management LLC | 6,906 | $97.3 萬 | 0.00% | −89,561−92.8% | 減碼 |
| Bank of Jackson Hole Trust | 6,918 | $97.4 萬 | 0.55% | −1,284−15.7% | 減碼 |
| Pacitti Group Inc. | 6,944 | $97.8 萬 | 0.42% | +333+5.0% | 加碼 |
| Cidel Asset Management Inc | 6,961 | $98.1 萬 | 0.06% | −276−3.8% | 減碼 |
| Empire Financial Management Company, LLC | 6,962 | $98.1 萬 | 0.28% | +195+2.9% | 加碼 |
| Independent Investors Inc | 6,983 | $98.4 萬 | 0.21% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 6,994 | $98.5 萬 | 0.08% | +792+12.8% | 加碼 |
| North Star Investment Management Corp. | 7,004 | $98.7 萬 | 0.07% | −200−2.8% | 減碼 |
| Gibbs Wealth Management | 7,009 | $98.7 萬 | 0.19% | +1,392+24.8% | 加碼 |
| Sather Financial Group Inc | 7,024 | $98.9 萬 | 0.06% | +7,024 | 新進 |
| Johnson Investment Counsel Inc | 7,046 | $99.2 萬 | 0.01% | +410+6.2% | 加碼 |
| Rothschild Investment LLC | 7,051 | $99.3 萬 | 0.06% | −39−0.6% | 減碼 |
| Jmac Enterprises LLC | 7,100 | $100.0 萬 | 0.21% | +400+6.0% | 加碼 |
| Csenge Advisory Group | 7,856 | $100.6 萬 | 0.05% | +136+1.8% | 加碼 |