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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 3,664 | $51.6 萬 | 0.17% | +818+28.7% | 加碼 |
| Voya Financial Advisors, Inc. | 3,677 | $51.7 萬 | 0.05% | −51−1.4% | 減碼 |
| Topsail Wealth Management, LLC | 3,685 | $51.9 萬 | 0.09% | −571−13.4% | 減碼 |
| Signal Advisors Wealth, LLC | 3,710 | $52.3 萬 | 0.04% | −67−1.8% | 減碼 |
| Rosenberg Matthew Hamilton | 3,721 | $52.4 萬 | 0.12% | −453−10.9% | 減碼 |
| Centric Wealth Management | 3,661 | $52.4 萬 | 0.13% | −15−0.4% | 減碼 |
| Bullock Wealth Management Group | 3,720 | $52.5 萬 | 0.28% | −91−2.4% | 減碼 |
| Valmark Advisers, Inc. | 3,728 | $52.5 萬 | 0.01% | −396−9.6% | 減碼 |
| Trueblood Wealth Management, LLC | 3,732 | $52.6 萬 | 0.22% | +276+8.0% | 加碼 |
| Inspirion Wealth Advisors, LLC | 3,738 | $52.7 萬 | 0.07% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 3,750 | $52.8 萬 | 0.17% | 00.0% | 不變 |
| PFG Advisors | 3,753 | $52.9 萬 | 0.03% | +665+21.5% | 加碼 |
| Advisor OS, LLC | 3,753 | $52.9 萬 | 0.05% | +910+32.0% | 加碼 |
| Frisch Financial Group, Inc. | 3,764 | $53.0 萬 | 0.13% | +24+0.6% | 加碼 |
| Omnia Family Wealth, LLC | 3,777 | $53.2 萬 | 0.19% | +154+4.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 3,785 | $53.3 萬 | 0.14% | −81−2.1% | 減碼 |
| Holocene Advisors, LP | 3,784 | $53.3 萬 | 0.00% | −390,811−99.0% | 減碼 |
| Bolthouse Investments, LLC | 3,785 | $53.3 萬 | 0.53% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 3,797 | $53.5 萬 | 0.12% | +109+3.0% | 加碼 |
| Tritonpoint Wealth, LLC | 3,800 | $53.5 萬 | 0.05% | +184+5.1% | 加碼 |
| HBW Advisory Services LLC | 3,801 | $53.5 萬 | 0.07% | +453+13.5% | 加碼 |
| Cetera Trust Company, N.A | 3,804 | $53.6 萬 | 0.32% | 00.0% | 不變 |
| Wright Investors Service Inc | 3,812 | $53.7 萬 | 0.16% | +156+4.3% | 加碼 |
| Segment Wealth Management, LLC | 3,815 | $53.7 萬 | 0.03% | −10−0.3% | 減碼 |
| Jacobi Capital Management LLC | 3,819 | $53.8 萬 | 0.04% | +38+1.0% | 加碼 |
| St Germain D J Co Inc | 3,824 | $53.9 萬 | 0.02% | −250−6.1% | 減碼 |
| Claro Advisors LLC | 3,826 | $53.9 萬 | 0.09% | −2,277−37.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,830 | $53.9 萬 | 0.05% | −27−0.7% | 減碼 |
| LGT Fund Management Co Ltd. | 3,838 | $54.1 萬 | 0.05% | −4,161−52.0% | 減碼 |
| Crews Bank & Trust | 3,856 | $54.3 萬 | 0.09% | +34+0.9% | 加碼 |
| Exane Asset Management | 3,291 | $54.4 萬 | 0.21% | +3,291 | 新進 |
| SOL Capital Management CO | 3,875 | $54.6 萬 | 0.05% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 3,906 | $55.0 萬 | 0.00% | −1,200−23.5% | 減碼 |
| Broyhill Asset Management | 3,915 | $55.1 萬 | 0.50% | 00.0% | 不變 |
| Webster Bank, N. A. | 3,932 | $55.4 萬 | 0.06% | −391−9.0% | 減碼 |
| Impact Capital Partners LLC | 3,944 | $55.6 萬 | 0.18% | −459−10.4% | 減碼 |
| Allen Investment Management LLC | 3,944 | $55.6 萬 | 0.01% | −90−2.2% | 減碼 |
| Amplius Wealth Advisors, LLC | 3,945 | $55.6 萬 | 0.05% | +84+2.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 3,986 | $56.1 萬 | 0.14% | −223−5.3% | 減碼 |
| Aprio Wealth Management, LLC | 3,996 | $56.3 萬 | 0.06% | +253+6.8% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,997 | $56.3 萬 | 0.05% | +656+19.6% | 加碼 |
| Freestone Capital Holdings, LLC | 4,006 | $56.4 萬 | 0.02% | −6−0.1% | 減碼 |
| Sentry Investment Management LLC | 4,008 | $56.6 萬 | 0.31% | 00.0% | 不變 |
| Alpha Family Trust | 4,025 | $56.7 萬 | 0.28% | +4,025 | 新進 |
| AA Financial Advisors, LLC | 4,028 | $56.7 萬 | 0.12% | +812+25.2% | 加碼 |
| Burling Wealth Partners, LLC | 4,030 | $56.8 萬 | 0.10% | +4,030 | 新進 |
| Cromwell Holdings LLC | 4,034 | $56.8 萬 | 0.34% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 4,045 | $57.0 萬 | 0.28% | +305+8.2% | 加碼 |
| DGS Capital Management, LLC | 4,054 | $57.1 萬 | 0.12% | −372−8.4% | 減碼 |
| Shepherd Financial Partners LLC | 4,054 | $57.1 萬 | 0.06% | +20.0% | 加碼 |
| X-Square Capital, LLC | 4,065 | $57.3 萬 | 0.21% | +10.0% | 加碼 |
| Silvia McColl Wealth Management, LLC | 4,071 | $57.3 萬 | 0.42% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 4,074 | $57.4 萬 | 0.06% | +643+18.7% | 加碼 |
| Sax Wealth Advisors, LLC | 4,087 | $57.6 萬 | 0.03% | +1,025+33.5% | 加碼 |
| Waters Parkerson & Co., LLC | 4,100 | $57.8 萬 | 0.03% | +1,050+34.4% | 加碼 |
| KKM Financial LLC | 4,094 | $57.8 萬 | 0.20% | −46−1.1% | 減碼 |
| Atticus Wealth Management, LLC | 4,122 | $58.1 萬 | 0.16% | +3,272+384.9% | 加碼 |
| First American Trust, FSB | 4,123 | $58.1 萬 | 0.05% | +290+7.6% | 加碼 |
| Salzhauer Michael | 4,131 | $58.2 萬 | 0.37% | −94−2.2% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $58.2 萬 | 0.32% | 00.0% | 不變 |
| Park National Corp | 4,134 | $58.2 萬 | 0.02% | +43+1.1% | 加碼 |
| Hudock, Inc. | 4,134 | $58.2 萬 | 0.09% | −55−1.3% | 減碼 |
| Cheviot Value Management, LLC | 4,075 | $58.3 萬 | 0.07% | +700+20.7% | 加碼 |
| Park Edge Advisors, LLC | 4,145 | $58.4 萬 | 0.15% | +28+0.7% | 加碼 |
| Fielder Capital Group LLC | 4,146 | $58.4 萬 | 0.16% | −14−0.3% | 減碼 |
| Versant Capital Management, Inc | 4,165 | $58.7 萬 | 0.09% | +586+16.4% | 加碼 |
| First Financial Bank - Trust Division | 4,180 | $58.9 萬 | 0.05% | +539+14.8% | 加碼 |
| GFG Capital, LLC | 4,198 | $59.1 萬 | 0.18% | −149−3.4% | 減碼 |
| Klingman & Associates, LLC | 4,206 | $59.2 萬 | 0.03% | +1,130+36.7% | 加碼 |
| Payne Capital Management, LLC | 4,210 | $59.3 萬 | 0.23% | −306−6.8% | 減碼 |
| Millennium Capital Advisors, LLC | 4,212 | $59.3 萬 | 0.40% | +10.0% | 加碼 |
| Continuum Advisory, LLC | 4,219 | $59.4 萬 | 0.07% | +309+7.9% | 加碼 |
| BankPlus Trust Department | 4,231 | $59.6 萬 | 0.18% | −198−4.5% | 減碼 |
| Catherine Avery Investment Management LLC | 4,232 | $59.6 萬 | 0.45% | −205−4.6% | 減碼 |
| Knollwood Investment Advisory, LLC | 4,258 | $60.0 萬 | 0.06% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 4,259 | $60.0 萬 | 0.46% | +10.0% | 加碼 |
| Tributary Capital Management, LLC | 4,265 | $60.1 萬 | 0.05% | −120−2.7% | 減碼 |
| Red Door Wealth Management, LLC | 4,269 | $60.1 萬 | 0.07% | +4,269 | 新進 |
| BNP Paribas | 4,273 | $60.2 萬 | 0.02% | −5,403−55.8% | 減碼 |
| Moors & Cabot, Inc. | 4,281 | $60.3 萬 | 0.03% | −385−8.3% | 減碼 |
| Providence First Trust Co | 4,284 | $60.3 萬 | 0.21% | +115+2.8% | 加碼 |
| Holderness Investments Co | 4,289 | $60.4 萬 | 0.13% | +157+3.8% | 加碼 |
| Opinicus Capital, Inc. | 4,291 | $60.4 萬 | 0.46% | +478+12.5% | 加碼 |
| CNB Bank | 4,319 | $60.8 萬 | 0.29% | −192−4.3% | 減碼 |
| MCF Advisors LLC | 4,325 | $60.9 萬 | 0.04% | +105+2.5% | 加碼 |
| Allen Capital Group, LLC | 4,335 | $61.1 萬 | 0.06% | +429+11.0% | 加碼 |
| Advisory Alpha, LLC | 4,373 | $61.6 萬 | 0.02% | +1,164+36.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,379 | $61.7 萬 | 0.08% | +721+19.7% | 加碼 |
| Fox Run Management, L.L.C. | 4,380 | $61.7 萬 | 0.10% | +4,380 | 新進 |
| Cantor Fitzgerald, L. P. | 4,389 | $61.8 萬 | 0.02% | +4,389 | 新進 |
| Whittier Trust Co of Nevada Inc | 4,391 | $61.9 萬 | 0.01% | +112+2.6% | 加碼 |
| GTS Securities LLC | 4,393 | $61.9 萬 | 0.03% | −6,633−60.2% | 減碼 |
| Orrstown Financial Services Inc | 4,395 | $61.9 萬 | 0.13% | +1,711+63.7% | 加碼 |
| Focus Financial Network, Inc. | 4,411 | $62.1 萬 | 0.02% | +1,074+32.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,424 | $62.3 萬 | 0.05% | +323+7.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 4,430 | $62.4 萬 | 0.05% | +4,430 | 新進 |
| Code Waechter LLC | 4,432 | $62.4 萬 | 0.44% | +102+2.4% | 加碼 |
| VisionPoint Advisory Group, LLC | 4,488 | $63.2 萬 | 0.14% | +2,316+106.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 4,496 | $63.3 萬 | 0.04% | +8+0.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,499 | $63.4 萬 | 0.00% | +450+11.1% | 加碼 |