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。
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
- 2,208
- 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 894 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,513 | $2,180 億 |
| 2025 年第 4 季 | 2,532 | $2,394 億 |
| 2025 年第 3 季 | 2,265 | $2,119 億 |
| 2025 年第 2 季 | 2,208 | $1,906 億 |
| 2025 年第 1 季 | 2,103 | $1,591 億 |
| 2024 年第 4 季 | 2,117 | $1,709 億 |
| 2024 年第 3 季 | 1,874 | $1,411 億 |
| 2024 年第 2 季 | 1,828 | $1,312 億 |
| 2024 年第 1 季 | 1,798 | $1,278 億 |
| 2023 年第 4 季 | 1,760 | $1,283 億 |
| 2023 年第 3 季 | 1,670 | $1,127 億 |
| 2023 年第 2 季 | 1,688 | $1,187 億 |
| 2023 年第 1 季 | 1,673 | $1,241 億 |
| 2022 年第 4 季 | 1,681 | $1,202 億 |
| 2022 年第 3 季 | 1,585 | $1,127 億 |
| 2022 年第 2 季 | 1,606 | $1,096 億 |
| 2022 年第 1 季 | 1,672 | $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 |
|---|---|---|---|---|---|
| Capital International Sarl | 52,837 | $744.3 萬 | 0.14% | +3,150+6.3% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 52,972 | $746.2 萬 | 1.86% | −5,058−8.7% | 減碼 |
| Old Second National Bank of Aurora | 53,112 | $748.1 萬 | 1.63% | −662−1.2% | 減碼 |
| Aureus Asset Management, LLC | 53,247 | $750.0 萬 | 0.48% | +40+0.1% | 加碼 |
| Barometer Capital Management Inc. | 53,977 | $755.1 萬 | 2.09% | +53,977 | 新進 |
| Strategic Planning Group, LLC | 54,032 | $761.1 萬 | 1.24% | +54,032 | 新進 |
| Parallel Advisors, LLC | 54,685 | $770.3 萬 | 0.15% | +1,092+2.0% | 加碼 |
| Raiffeisen Bank International AG | 55,968 | $770.8 萬 | 0.11% | +12,721+29.4% | 加碼 |
| Nordwand Advisors, LLC | 54,724 | $770.8 萬 | 1.22% | +54,611+48,328.3% | 加碼 |
| Jupiter Wealth Management LLC | 52,825 | $780.5 萬 | 3.94% | +3,807+7.8% | 加碼 |
| Huntington National Bank | 55,455 | $781.1 萬 | 0.05% | +2,192+4.1% | 加碼 |
| Trifecta Capital Advisors, LLC | 55,778 | $785.7 萬 | 1.31% | +5,506+11.0% | 加碼 |
| Metis Global Partners, LLC | 55,965 | $788.3 萬 | 0.20% | −4,123−6.9% | 減碼 |
| Maryland State Retirement & Pension System | 55,978 | $788.5 萬 | 0.17% | +2,264+4.2% | 加碼 |
| White Pine Investment CO | 56,038 | $789.4 萬 | 1.97% | −1,390−2.4% | 減碼 |
| Private Wealth Partners, LLC | 56,224 | $792.0 萬 | 0.62% | −5,700−9.2% | 減碼 |
| Becker Capital Management Inc | 56,748 | $799.4 萬 | 0.25% | −1,348−2.3% | 減碼 |
| Integrated Advisors Network LLC | 57,089 | $804.2 萬 | 0.36% | +28,093+96.9% | 加碼 |
| Hilltop Holdings Inc. | 57,602 | $811.4 萬 | 0.52% | +6,831+13.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 57,657 | $812.2 萬 | 0.18% | +9,508+19.7% | 加碼 |
| FJ Capital Management LLC | 57,696 | $812.7 萬 | 0.86% | +57,696 | 新進 |
| New Mexico Educational Retirement Board | 58,010 | $817.1 萬 | 0.27% | 00.0% | 不變 |
| Ballentine Partners, LLC | 58,250 | $820.5 萬 | 0.12% | +3,997+7.4% | 加碼 |
| Cunning Capital Partners, LP | 58,541 | $824.6 萬 | 4.30% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 58,655 | $826.2 萬 | 0.20% | +29,704+102.6% | 加碼 |
| Citizens Financial Group Inc | 58,701 | $826.9 萬 | 0.13% | +1,688+3.0% | 加碼 |
| ING Groep NV | 59,744 | $841.6 萬 | 0.05% | +4,241+7.6% | 加碼 |
| Zacks Investment Management | 59,795 | $842.3 萬 | 0.07% | +1,116+1.9% | 加碼 |
| Baugh & Associates, LLC | 66,144 | $855.5 萬 | 4.46% | −3,136−4.5% | 減碼 |
| Assenagon Asset Management S.A. | 60,767 | $856.0 萬 | 0.01% | +1,468+2.5% | 加碼 |
| Caisse des Depots Et Consignations | 61,036 | $859.8 萬 | 0.36% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 62,091 | $874.6 萬 | 0.31% | −7,222−10.4% | 減碼 |
| Principal Street Partners, LLC | 62,976 | $887.1 萬 | 0.87% | +6,193+10.9% | 加碼 |
| Iowa State Bank | 63,040 | $888.0 萬 | 1.77% | −1,510−2.3% | 減碼 |
| Greenwood Capital Associates LLC | 63,152 | $889.6 萬 | 1.11% | −15,959−20.2% | 減碼 |
| Venture Visionary Partners LLC | 63,373 | $892.7 萬 | 0.34% | +42,404+202.2% | 加碼 |
| GLOBALT Investments LLC | 63,585 | $895.7 萬 | 0.34% | −4,067−6.0% | 減碼 |
| Park Avenue Securities LLC | 63,774 | $898.3 萬 | 0.08% | +7,696+13.7% | 加碼 |
| Synovus Financial Corp | 63,968 | $901.1 萬 | 0.11% | +3,695+6.1% | 加碼 |
| Securian Asset Management, Inc | 64,550 | $909.3 萬 | 0.26% | −996−1.5% | 減碼 |
| Albion Financial Group | 65,170 | $918.0 萬 | 0.60% | +487+0.8% | 加碼 |
| Louisiana State Employees Retirement System | 65,200 | $918.4 萬 | 0.17% | −1,300−2.0% | 減碼 |
| La Banque Postale Asset Management SA | 66,449 | $936.0 萬 | 0.13% | −20,233−23.3% | 減碼 |
| Montag A & Associates Inc | 66,718 | $939.8 萬 | 0.46% | −1,156−1.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 66,936 | $942.8 萬 | 1.03% | −1,523−2.2% | 減碼 |
| Hartline Investment Corp | 67,012 | $943.9 萬 | 1.07% | −14,602−17.9% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 67,364 | $948.9 萬 | 0.89% | −4,066−5.7% | 減碼 |
| Leuthold Group, LLC | 67,646 | $952.9 萬 | 1.14% | −1,016−1.5% | 減碼 |
| Thrivent Financial for Lutherans | 67,894 | $956.2 萬 | 0.02% | +7,551+12.5% | 加碼 |
| Burns J W & Co Inc | 68,049 | $958.5 萬 | 1.16% | −930−1.3% | 減碼 |
| Norinchukin Bank, The | 68,537 | $965.4 萬 | 0.14% | +3,711+5.7% | 加碼 |
| Coldstream Capital Management Inc | 68,546 | $965.5 萬 | 0.16% | +6,054+9.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 68,872 | $970.1 萬 | 0.16% | +25,500+58.8% | 加碼 |
| Alley Investment Management Company, LLC | 69,088 | $973.2 萬 | 1.18% | +6,619+10.6% | 加碼 |
| Interval Partners, LP | 69,948 | $985.3 萬 | 0.23% | +69,948 | 新進 |
| Liontrust Investment Partners LLP | 70,229 | $989.2 萬 | 0.14% | −31,351−30.9% | 減碼 |
| Merit Financial Group, LLC | 70,702 | $995.9 萬 | 0.11% | +44,509+169.9% | 加碼 |
| Flputnam Investment Management Co | 71,102 | $1,002 萬 | 0.17% | −17,527−19.8% | 減碼 |
| LGT Group Foundation | 71,760 | $1,011 萬 | 0.13% | +51,823+259.9% | 加碼 |
| Vinva Investment Management Ltd | 71,931 | $1,012 萬 | 0.27% | +34,834+93.9% | 加碼 |
| Hourglass Capital, LLC | 72,785 | $1,025 萬 | 2.53% | −1,200−1.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 72,883 | $1,027 萬 | 0.08% | +21,137+40.8% | 加碼 |
| DCM Advisors, LLC | 72,965 | $1,028 萬 | 4.41% | +7,108+10.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 73,354 | $1,033 萬 | 0.04% | +413+0.6% | 加碼 |
| Intact Investment Management Inc. | 73,400 | $1,034 萬 | 0.35% | −15,100−17.1% | 減碼 |
| Kentucky Retirement Systems | 73,511 | $1,035 萬 | 0.30% | −4,817−6.1% | 減碼 |
| Ieq Capital, LLC | 73,632 | $1,037 萬 | 0.06% | −53,177−41.9% | 減碼 |
| Intech Investment Management LLC | 73,683 | $1,038 萬 | 0.10% | −39,083−34.7% | 減碼 |
| Oliver Luxxe Assets LLC | 74,154 | $1,045 萬 | 1.86% | +1,394+1.9% | 加碼 |
| HB Wealth Management, LLC | 74,318 | $1,047 萬 | 0.08% | +4,026+5.7% | 加碼 |
| Abn Amro Investment Solutions | 74,400 | $1,048 萬 | 0.21% | +2,035+2.8% | 加碼 |
| Guggenheim Capital LLC | 74,419 | $1,048 萬 | 0.09% | −6,570−8.1% | 減碼 |
| D.A. Davidson & Co. | 74,555 | $1,050 萬 | 0.07% | −1,323−1.7% | 減碼 |
| Loomis Sayles & Co L P | 74,588 | $1,051 萬 | 0.01% | +1,251+1.7% | 加碼 |
| Hartford Investment Management Co | 74,604 | $1,051 萬 | 0.33% | −946−1.3% | 減碼 |
| Advocate Group LLC | 74,992 | $1,056 萬 | 1.89% | −1,908−2.5% | 減碼 |
| Edgestream Partners, L.P. | 75,118 | $1,058 萬 | 0.29% | −613−0.8% | 減碼 |
| Omers Administration Corp | 75,616 | $1,065 萬 | 0.08% | −100−0.1% | 減碼 |
| Private Advisor Group, LLC | 75,831 | $1,068 萬 | 0.06% | +1,250+1.7% | 加碼 |
| Castleark Management LLC | 76,510 | $1,078 萬 | 0.32% | +30,610+66.7% | 加碼 |
| Geneos Wealth Management Inc. | 76,749 | $1,081 萬 | 0.26% | +27,902+57.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 76,750 | $1,081 萬 | 3.28% | +538+0.7% | 加碼 |
| Shelton Capital Management | 77,205 | $1,088 萬 | 0.25% | −44,749−36.7% | 減碼 |
| Advisors Asset Management, Inc. | 77,628 | $1,093 萬 | 0.20% | −6,100−7.3% | 減碼 |
| Calamos Wealth Management LLC | 77,891 | $1,097 萬 | 0.47% | +2,120+2.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 77,943 | $1,097 萬 | 0.50% | +27,100+53.3% | 加碼 |
| German American Bancorp, Inc. | 79,181 | $1,115 萬 | 1.09% | −52−0.1% | 減碼 |
| Eagle Capital Management LLC | 79,588 | $1,121 萬 | 0.04% | 00.0% | 不變 |
| Leonteq Securities AG | 80,367 | $1,132 萬 | 0.66% | +21,151+35.7% | 加碼 |
| Massmutual Trust Co FSB | 80,801 | $1,138 萬 | 0.30% | +280+0.3% | 加碼 |
| McGuire Investment Group, LLC | 81,216 | $1,144 萬 | 1.46% | +1,096+1.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 82,345 | $1,160 萬 | 0.11% | +33,660+69.1% | 加碼 |
| Apollon Wealth Management, LLC | 82,358 | $1,160 萬 | 0.23% | +9,674+13.3% | 加碼 |
| Avanza Fonder AB | 82,494 | $1,162 萬 | 0.34% | −11,426−12.2% | 減碼 |
| Earnest Partners LLC | 84,126 | $1,185 萬 | 0.05% | −5,388−6.0% | 減碼 |
| LMCG Investments, LLC | 85,141 | $1,199 萬 | 0.75% | +3,283+4.0% | 加碼 |
| Mizuho Securities USA LLC | 85,378 | $1,203 萬 | 0.26% | +85,378 | 新進 |
| Allianz SE | 85,567 | $1,205 萬 | 0.28% | −2,430−2.8% | 減碼 |
| Brinker Capital Investments, LLC | 85,584 | $1,206 萬 | 0.10% | −834−1.0% | 減碼 |
| Atria Investments LLC | 85,837 | $1,209 萬 | 0.14% | −16,908−16.5% | 減碼 |