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 |
|---|---|---|---|---|---|
| First Bank & Trust | 9,263 | $130.5 萬 | 0.23% | −3,201−25.7% | 減碼 |
| Ibex Wealth Advisors | 9,281 | $130.7 萬 | 0.14% | +9,281 | 新進 |
| Pennsylvania Capital Management Inc | 9,315 | $131.2 萬 | 0.42% | +448+5.1% | 加碼 |
| Moment Partners, LLC | 9,367 | $131.9 萬 | 0.25% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 9,373 | $132.0 萬 | 0.20% | +218+2.4% | 加碼 |
| Atlas Legacy Advisors, LLC | 9,376 | $132.1 萬 | 0.29% | −23−0.2% | 減碼 |
| Quilter Plc | 9,420 | $132.7 萬 | 0.02% | +4,500+91.5% | 加碼 |
| W Advisors, LLC | 9,425 | $132.8 萬 | 0.76% | −25−0.3% | 減碼 |
| Morse Asset Management, Inc | 9,455 | $133.2 萬 | 0.29% | +4,931+109.0% | 加碼 |
| Hancock Whitney Corp | 9,455 | $133.2 萬 | 0.03% | +1,868+24.6% | 加碼 |
| Aaron Wealth Advisors | 9,459 | $133.2 萬 | 0.14% | +552+6.2% | 加碼 |
| TRUE Private Wealth Advisors | 9,464 | $133.3 萬 | 0.15% | +251+2.7% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 9,471 | $133.4 萬 | 0.55% | −6,002−38.8% | 減碼 |
| Wedbush Securities Inc | 9,485 | $133.6 萬 | 0.05% | +1,010+11.9% | 加碼 |
| First Citizens Financial Corp | 9,540 | $134.4 萬 | 0.74% | +516+5.7% | 加碼 |
| KLCM Advisors, Inc. | 9,557 | $134.6 萬 | 0.14% | 00.0% | 不變 |
| Investors Research Corp | 9,583 | $135.0 萬 | 0.26% | 00.0% | 不變 |
| Scott Marsh Financial, LLC | 9,596 | $135.2 萬 | 0.50% | +9,596 | 新進 |
| Nilsine Partners, LLC | 9,600 | $135.2 萬 | 0.14% | +636+7.1% | 加碼 |
| Regal Investment Advisors LLC | 9,679 | $136.3 萬 | 0.10% | −3,951−29.0% | 減碼 |
| Gryphon Financial Partners LLC | 9,691 | $136.5 萬 | 0.18% | +1,160+13.6% | 加碼 |
| Venturi Wealth Management, LLC | 9,705 | $136.7 萬 | 0.07% | +309+3.3% | 加碼 |
| Constant Guidance Financial LLC | 9,780 | $136.8 萬 | 1.38% | +9,780 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 9,855 | $138.8 萬 | 0.26% | −250−2.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 9,864 | $138.9 萬 | 0.13% | −2,836−22.3% | 減碼 |
| Clough Capital Partners L P | 9,928 | $139.8 萬 | 0.14% | −2,500−20.1% | 減碼 |
| Longfellow Investment Management Co LLC | 9,925 | $139.8 萬 | 0.35% | −1,374−12.2% | 減碼 |
| Independent Financial Group, LLC | 9,926 | $139.8 萬 | 0.04% | +383+4.0% | 加碼 |
| Parcion Private Wealth LLC | 9,928 | $139.8 萬 | 0.10% | −1,343−11.9% | 減碼 |
| Net Worth Advisory Group | 9,973 | $140.5 萬 | 0.31% | +214+2.2% | 加碼 |
| Advisors Capital Management, LLC | 9,996 | $140.8 萬 | 0.02% | +2,058+25.9% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,000 | $140.9 萬 | 0.02% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 10,077 | $142.0 萬 | 0.17% | +539+5.7% | 加碼 |
| Premier Path Wealth Partners, LLC | 10,081 | $142.0 萬 | 0.20% | +554+5.8% | 加碼 |
| Gallagher Capital Advisors, LLC | 9,969 | $142.0 萬 | 1.15% | +70+0.7% | 加碼 |
| Trust Point Inc. | 10,163 | $143.1 萬 | 0.13% | +351+3.6% | 加碼 |
| IFP Advisors, Inc | 8,301 | $143.5 萬 | 0.04% | −892−9.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 10,295 | $145.0 萬 | 0.03% | −353−3.3% | 減碼 |
| Cape Ann Savings Bank | 10,337 | $145.6 萬 | 0.87% | −245−2.3% | 減碼 |
| Ascent Group, LLC | 10,381 | $146.2 萬 | 0.06% | +443+4.5% | 加碼 |
| Adviser Investments LLC | 10,419 | $146.8 萬 | 0.02% | +3,100+42.4% | 加碼 |
| Howard Capital Management Inc. | 10,428 | $146.9 萬 | 0.02% | +1,275+13.9% | 加碼 |
| Neo Ivy Capital Management | 10,430 | $146.9 萬 | 0.47% | +10,430 | 新進 |
| Avidian Wealth Solutions, LLC | 10,529 | $148.3 萬 | 0.06% | −115−1.1% | 減碼 |
| Carmel Capital Partners, LLC | 10,553 | $148.6 萬 | 0.52% | −201−1.9% | 減碼 |
| Mork Capital Management, LLC | 10,670 | $150.3 萬 | 1.10% | 00.0% | 不變 |
| Larson Financial Group LLC | 10,692 | $150.6 萬 | 0.06% | +3,055+40.0% | 加碼 |
| Financial Engines Advisors L.L.C. | 10,722 | $151.0 萬 | 0.00% | +128+1.2% | 加碼 |
| First Horizon Advisors, Inc. | 10,739 | $151.3 萬 | 0.04% | +77+0.7% | 加碼 |
| Group One Trading, L.P. | 10,742 | $151.3 萬 | 0.05% | −13,619−55.9% | 減碼 |
| Evoke Wealth, LLC | 10,755 | $151.5 萬 | 0.04% | −2,261−17.4% | 減碼 |
| Zullo Investment Group, Inc. | 10,780 | $151.9 萬 | 0.62% | −125−1.1% | 減碼 |
| Dakota Wealth Management | 10,900 | $153.5 萬 | 0.03% | +345+3.3% | 加碼 |
| Washington Trust Co | 10,915 | $153.7 萬 | 0.05% | +201+1.9% | 加碼 |
| Phoenix Holdings Ltd. | 11,208 | $154.6 萬 | 0.02% | +11,208 | 新進 |
| Delta Asset Management LLC | 11,052 | $155.7 萬 | 0.14% | −50−0.5% | 減碼 |
| Twin Capital Management Inc | 11,081 | $156.1 萬 | 0.17% | −386−3.4% | 減碼 |
| Donoghue Forlines LLC | 11,177 | $157.4 萬 | 0.45% | −1,581−12.4% | 減碼 |
| First Citizens Bank & Trust Co | 11,253 | $158.5 萬 | 0.03% | −20,877−65.0% | 減碼 |
| Armis Advisers, LLC | 11,151 | $158.7 萬 | 0.13% | +1,419+14.6% | 加碼 |
| Beverly Hills Private Wealth, LLC | 11,313 | $159.4 萬 | 0.30% | −31−0.3% | 減碼 |
| Advisors Preferred, LLC | 11,300 | $159.4 萬 | 0.26% | 00.0% | 不變 |
| Delphi Management Inc | 11,321 | $159.5 萬 | 1.54% | −310−2.7% | 減碼 |
| Wilkins Investment Counsel Inc | 11,349 | $159.9 萬 | 0.23% | −1,600−12.4% | 減碼 |
| Chemung Canal Trust Co | 11,360 | $160.0 萬 | 0.34% | −269−2.3% | 減碼 |
| Community Bank, N.A. | 11,388 | $160.4 萬 | 0.21% | −4,020−26.1% | 減碼 |
| Versor Investments LP | 11,393 | $160.5 萬 | 0.28% | +8,893+355.7% | 加碼 |
| Ar Asset Management Inc | 11,400 | $160.6 萬 | 0.36% | 00.0% | 不變 |
| Cigna Investments Inc | 11,411 | $160.7 萬 | 0.28% | −194−1.7% | 減碼 |
| Magnus Financial Group LLC | 11,415 | $160.8 萬 | 0.14% | −396−3.4% | 減碼 |
| SBI Securities Co., Ltd. | 11,418 | $160.8 萬 | 0.05% | −523−4.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,437 | $161.1 萬 | 0.03% | +1,585+16.1% | 加碼 |
| Berkshire Asset Management LLC | 11,484 | $161.8 萬 | 0.07% | +142+1.3% | 加碼 |
| CFM Wealth Partners LLC | 11,489 | $161.8 萬 | 0.26% | +847+8.0% | 加碼 |
| Evelyn Partners Investment Management LLP | 11,515 | $162.2 萬 | 0.05% | −1,000−8.0% | 減碼 |
| Lee Financial Co | 11,517 | $162.2 萬 | 0.23% | +1,207+11.7% | 加碼 |
| Exchange Traded Concepts, LLC | 11,616 | $163.6 萬 | 0.02% | −107,356−90.2% | 減碼 |
| Principle Wealth Partners LLC | 11,664 | $164.3 萬 | 0.10% | +24+0.2% | 加碼 |
| North Dallas Bank & Trust Co | 11,698 | $164.8 萬 | 1.25% | +11,698 | 新進 |
| Two Sigma Advisers, LP | 11,736 | $165.3 萬 | 0.00% | +11,736 | 新進 |
| Independence Bank of Kentucky | 11,743 | $165.4 萬 | 0.23% | +9+0.1% | 加碼 |
| Smartleaf Asset Management LLC | 11,770 | $165.6 萬 | 0.15% | −1,323−10.1% | 減碼 |
| Roberts Capital Advisors, LLC | 11,831 | $166.7 萬 | 1.23% | +1,770+17.6% | 加碼 |
| Clarius Group, LLC | 11,849 | $166.9 萬 | 0.10% | −795−6.3% | 減碼 |
| VestGen Advisors, LLC | 11,868 | $167.3 萬 | 0.07% | −409−3.3% | 減碼 |
| Dynasty Wealth Management, LLC | 11,927 | $168.0 萬 | 0.03% | −2,707−18.5% | 減碼 |
| BCS Private Wealth Management, Inc. | 11,947 | $168.3 萬 | 0.63% | +11,947 | 新進 |
| KPP Advisory Services LLC | 11,995 | $169.0 萬 | 0.28% | +1,042+9.5% | 加碼 |
| Foster & Motley Inc | 12,012 | $169.2 萬 | 0.10% | −896−6.9% | 減碼 |
| Garner Asset Management Corp | 12,056 | $169.8 萬 | 0.79% | −1,568−11.5% | 減碼 |
| MMBG Investment Advisors Co. | 12,065 | $169.9 萬 | 0.17% | +12,065 | 新進 |
| LSV Asset Management | 12,080 | $170.2 萬 | 0.00% | +384+3.3% | 加碼 |
| Viewpoint Capital Management LLC | 12,119 | $170.7 萬 | 0.84% | 00.0% | 不變 |
| Brighton Jones LLC | 12,164 | $171.3 萬 | 0.05% | −1,218−9.1% | 減碼 |
| Bard Financial Services, Inc. | 12,180 | $171.6 萬 | 0.20% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 12,240 | $172.4 萬 | 0.12% | +136+1.1% | 加碼 |
| Centaurus Financial, Inc. | 12,252 | $172.6 萬 | 0.10% | +1,470+13.6% | 加碼 |
| Long Run Wealth Advisors, LLC | 12,285 | $173.1 萬 | 0.36% | −1,064−8.0% | 減碼 |
| Bayesian Capital Management, LP | 12,400 | $174.7 萬 | 0.28% | +12,400 | 新進 |
| Excalibur Management Corp | 12,592 | $177.4 萬 | 0.67% | +65+0.5% | 加碼 |