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 |
|---|---|---|---|---|---|
| City State Bank | 2,978 | $41.9 萬 | 0.13% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,982 | $42.0 萬 | 0.27% | +517+21.0% | 加碼 |
| O'Rourke & Company, Inc | 2,984 | $42.0 萬 | 0.20% | −67−2.2% | 減碼 |
| Summit Wealth Group, LLC | 2,986 | $42.1 萬 | 0.11% | −9−0.3% | 減碼 |
| Financial Advocates Investment Management | 2,992 | $42.1 萬 | 0.03% | −2,555−46.1% | 減碼 |
| Park Place Capital Corp | 2,989 | $42.2 萬 | 0.10% | +26+0.9% | 加碼 |
| Austin Private Wealth, LLC | 2,999 | $42.2 萬 | 0.03% | +360+13.6% | 加碼 |
| Spirit of America Management Corp | 3,000 | $42.3 萬 | 0.09% | 00.0% | 不變 |
| Seven Mile Advisory | 3,000 | $42.3 萬 | 0.25% | +55+1.9% | 加碼 |
| Circle Wealth Management, LLC | 3,002 | $42.3 萬 | 0.01% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 3,012 | $42.4 萬 | 0.04% | +3,012 | 新進 |
| Tactive Advisors, LLC | 3,012 | $42.4 萬 | 0.14% | +3,012 | 新進 |
| Castle Wealth Management LLC | 3,019 | $42.5 萬 | 0.15% | −283−8.6% | 減碼 |
| Richwood Investment Advisors, LLC | 3,021 | $42.5 萬 | 0.35% | −555−15.5% | 減碼 |
| Alpha Cubed Investments, LLC | 3,027 | $42.6 萬 | 0.02% | +77+2.6% | 加碼 |
| Kennebec Savings Bank | 3,029 | $42.7 萬 | 0.42% | +125+4.3% | 加碼 |
| Integrity Alliance, LLC. | 3,029 | $42.7 萬 | 0.02% | −821−21.3% | 減碼 |
| Ostrum Asset Management | 3,030 | $42.7 萬 | 0.02% | −87−2.8% | 減碼 |
| Severin Investments, LLC | 3,039 | $42.8 萬 | 0.40% | −294−8.8% | 減碼 |
| Manchester Financial Inc | 3,043 | $42.9 萬 | 0.09% | 00.0% | 不變 |
| Apella Capital, LLC | 2,983 | $42.9 萬 | 0.01% | +153+5.4% | 加碼 |
| Grandfield & Dodd, LLC | 3,044 | $42.9 萬 | 0.03% | +5+0.2% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,041 | $42.9 萬 | 0.18% | +1,444+90.4% | 加碼 |
| McLean Asset Management Corp | 3,007 | $43.0 萬 | 0.11% | +73+2.5% | 加碼 |
| Bedel Financial Consulting, Inc. | 3,057 | $43.1 萬 | 0.06% | 00.0% | 不變 |
| Fulcrum Capital LLC | 3,066 | $43.2 萬 | 0.09% | 00.0% | 不變 |
| Five Oceans Advisors | 3,069 | $43.2 萬 | 0.18% | +20+0.7% | 加碼 |
| Humankind Investments LLC | 3,073 | $43.3 萬 | 0.11% | −1,134−27.0% | 減碼 |
| Legacy Solutions, LLC | 3,075 | $43.3 萬 | 0.41% | +198+6.9% | 加碼 |
| Hobbs Group Advisors, LLC | 3,091 | $43.5 萬 | 0.15% | +10+0.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $43.7 萬 | 0.00% | −190−5.8% | 減碼 |
| One Wealth Advisors, LLC | 3,111 | $43.8 萬 | 0.06% | +26+0.8% | 加碼 |
| Diversified Enterprises, LLC | 3,118 | $43.9 萬 | 0.03% | −82−2.6% | 減碼 |
| Avantax Planning Partners, Inc. | 3,120 | $43.9 萬 | 0.01% | −60−1.9% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,123 | $44.0 萬 | 0.09% | +427+15.8% | 加碼 |
| B&L Asset Management LLC | 3,137 | $44.2 萬 | 0.25% | −5−0.2% | 減碼 |
| Harbour Investments, Inc. | 3,142 | $44.3 萬 | 0.01% | +105+3.5% | 加碼 |
| E Fund Management Co., Ltd. | 3,143 | $44.3 萬 | 0.02% | −87−2.7% | 減碼 |
| Easterly Investment Partners LLC | 3,151 | $44.4 萬 | 0.03% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 3,188 | $44.9 萬 | 0.01% | −13−0.4% | 減碼 |
| Naples Global Advisors, LLC | 3,198 | $45.0 萬 | 0.04% | +1,050+48.9% | 加碼 |
| Central Pacific Bank - Trust Division | 3,202 | $45.1 萬 | 0.06% | −72−2.2% | 減碼 |
| Mason & Associates Inc | 3,202 | $45.1 萬 | 0.10% | 00.0% | 不變 |
| Essex Savings Bank | 3,209 | $45.2 萬 | 0.11% | −84−2.6% | 減碼 |
| Aspiriant, LLC | 3,211 | $45.2 萬 | 0.01% | −155−4.6% | 減碼 |
| Johnson Financial Group, Inc. | 3,216 | $45.3 萬 | 0.02% | +1,440+81.1% | 加碼 |
| Brookwood Investment Group LLC | 3,221 | $45.4 萬 | 0.07% | +3,221 | 新進 |
| Pallas Capital Advisors LLC | 3,227 | $45.5 萬 | 0.02% | −70−2.1% | 減碼 |
| MJP Associates Inc | 3,229 | $45.5 萬 | 0.07% | +984+43.8% | 加碼 |
| Onefund, LLC | 3,230 | $45.5 萬 | 0.33% | −37−1.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,237 | $45.6 萬 | 0.21% | −82−2.5% | 減碼 |
| Guerra Pan Advisors, LLC | 3,239 | $45.6 萬 | 0.30% | 00.0% | 不變 |
| American National Bank | 3,240 | $45.6 萬 | 0.05% | 00.0% | 不變 |
| Viawealth, LLC | 3,241 | $45.7 萬 | 0.27% | +3,241 | 新進 |
| Ellevest, Inc. | 3,243 | $45.7 萬 | 0.07% | −1,335−29.2% | 減碼 |
| Kingsman Wealth Management, Inc. | 3,245 | $45.7 萬 | 0.28% | +114+3.6% | 加碼 |
| Congress Park Capital LLC | 3,250 | $45.8 萬 | 0.15% | +75+2.4% | 加碼 |
| Proathlete Wealth Management LLC | 3,269 | $46.1 萬 | 0.15% | +14+0.4% | 加碼 |
| Waldron Private Wealth LLC | 3,286 | $46.3 萬 | 0.02% | −104−3.1% | 減碼 |
| SageView Advisory Group, LLC | 3,248 | $46.3 萬 | 0.02% | +188+6.1% | 加碼 |
| Aigen Investment Management, LP | 3,307 | $46.6 萬 | 0.06% | −21,172−86.5% | 減碼 |
| Kovack Advisors, Inc. | 3,316 | $46.7 萬 | 0.05% | −2,306−41.0% | 減碼 |
| Legacy Edge Advisors, LLC | 3,329 | $46.9 萬 | 0.06% | +545+19.6% | 加碼 |
| Wealth Preservation Advisors, LLC | 3,338 | $47.0 萬 | 0.29% | −236−6.6% | 減碼 |
| Accurate Wealth Management, LLC | 3,295 | $47.0 萬 | 0.07% | +1,371+71.3% | 加碼 |
| Quantum Financial Advisors, LLC | 3,342 | $47.1 萬 | 0.06% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 3,345 | $47.1 萬 | 0.68% | −505−13.1% | 減碼 |
| Point72 Hong Kong Ltd | 3,376 | $47.6 萬 | 0.03% | +3,376 | 新進 |
| Optas, LLC | 3,384 | $47.7 萬 | 0.09% | +335+11.0% | 加碼 |
| RVW Wealth, LLC | 3,388 | $47.7 萬 | 0.04% | −91−2.6% | 減碼 |
| Pure Financial Advisors, Inc. | 3,389 | $47.7 萬 | 0.01% | +884+35.3% | 加碼 |
| Sapient Capital LLC | 3,400 | $47.9 萬 | 0.01% | +4+0.1% | 加碼 |
| Cohen & Steers, Inc. | 3,400 | $47.9 萬 | 0.00% | 00.0% | 不變 |
| Altus Wealth Group LLC | 3,404 | $47.9 萬 | 0.21% | −127−3.6% | 減碼 |
| Prestige Wealth Management Group LLC | 3,417 | $48.1 萬 | 0.10% | +2,947+627.0% | 加碼 |
| Community Bank of Raymore | 3,420 | $48.2 萬 | 0.36% | 00.0% | 不變 |
| Davidson Investment Advisors | 3,427 | $48.3 萬 | 0.02% | 00.0% | 不變 |
| Bank of Hawaii | 3,432 | $48.3 萬 | 0.03% | −341−9.0% | 減碼 |
| Journey Advisory Group, LLC | 3,458 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Nwam LLC | 3,426 | $48.8 萬 | 0.03% | −22−0.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 3,477 | $49.0 萬 | 0.02% | +224+6.9% | 加碼 |
| Duncker Streett & Co Inc | 3,486 | $49.1 萬 | 0.09% | +415+13.5% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,090 | $49.2 萬 | 0.08% | +68+2.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,496 | $49.2 萬 | 0.20% | −125−3.5% | 減碼 |
| Allegheny Financial Group LTD | 3,498 | $49.3 萬 | 0.11% | +21+0.6% | 加碼 |
| Ameritas Advisory Services, LLC | 3,509 | $49.4 萬 | 0.03% | +396+12.7% | 加碼 |
| Farmers National Bank | 3,513 | $49.5 萬 | 0.13% | −8−0.2% | 減碼 |
| Wharton Business Group, LLC | 3,514 | $49.5 萬 | 0.02% | −2,820−44.5% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,522 | $49.6 萬 | 0.17% | +300+9.3% | 加碼 |
| Prosperity Consulting Group, LLC | 3,540 | $49.9 萬 | 0.04% | +380+12.0% | 加碼 |
| Manchester Capital Management LLC | 3,564 | $50.2 萬 | 0.07% | −41−1.1% | 減碼 |
| JGP Wealth Management, LLC | 3,565 | $50.2 萬 | 0.06% | −121−3.3% | 減碼 |
| Belpointe Asset Management LLC | 3,570 | $50.3 萬 | 0.02% | +112+3.2% | 加碼 |
| New Hampshire Trust | 3,581 | $50.4 萬 | 0.11% | +1,217+51.5% | 加碼 |
| Beta Wealth Group, Inc. | 3,632 | $51.2 萬 | 0.19% | −1,096−23.2% | 減碼 |
| Arete Wealth Advisors, LLC | 3,633 | $51.2 萬 | 0.04% | −8,489−70.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,645 | $51.3 萬 | 0.02% | −761−17.3% | 減碼 |
| Sentinus, LLC | 3,646 | $51.4 萬 | 0.13% | +361+11.0% | 加碼 |
| Twinbeech Capital LP | 3,657 | $51.5 萬 | 0.01% | −4,109−52.9% | 減碼 |
| Marino, Stram & Associates LLC | 3,657 | $51.5 萬 | 0.10% | −132−3.5% | 減碼 |