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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 9,455 | $133.2 萬 | 0.29% | +4,931+109.0% | 加碼 |
| W Advisors, LLC | 9,425 | $132.8 萬 | 0.76% | −25−0.3% | 減碼 |
| Quilter Plc | 9,420 | $132.7 萬 | 0.02% | +4,500+91.5% | 加碼 |
| Atlas Legacy Advisors, LLC | 9,376 | $132.1 萬 | 0.29% | −23−0.2% | 減碼 |
| Portside Wealth Group, LLC | 9,373 | $132.0 萬 | 0.20% | +218+2.4% | 加碼 |
| Moment Partners, LLC | 9,367 | $131.9 萬 | 0.25% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 9,315 | $131.2 萬 | 0.42% | +448+5.1% | 加碼 |
| Ibex Wealth Advisors | 9,281 | $130.7 萬 | 0.14% | +9,281 | 新進 |
| First Bank & Trust | 9,263 | $130.5 萬 | 0.23% | −3,201−25.7% | 減碼 |
| Busey Wealth Management | 9,193 | $129.5 萬 | 0.04% | −91−1.0% | 減碼 |
| Qsemble Capital Management, LP | 9,129 | $128.6 萬 | 0.12% | +9,129 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 9,124 | $128.5 萬 | 0.06% | −13,364−59.4% | 減碼 |
| NCM Capital Management, LLC | 9,105 | $128.3 萬 | 0.53% | +16+0.2% | 加碼 |
| RFG Advisory, LLC | 9,098 | $128.2 萬 | 0.03% | +2,649+41.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,001 | $126.8 萬 | 0.56% | −23−0.3% | 減碼 |
| Texas Capital Bancshares Inc | 8,970 | $126.4 萬 | 0.46% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 8,964 | $126.3 萬 | 0.09% | +3,661+69.0% | 加碼 |
| Buckley Wealth Management, LLC | 8,938 | $125.9 萬 | 0.38% | −1,047−10.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,938 | $125.9 萬 | 0.04% | +5+0.1% | 加碼 |
| Legacy Bridge, LLC | 8,918 | $125.6 萬 | 0.60% | −740−7.7% | 減碼 |
| Triangle Securities Wealth Management | 8,894 | $125.3 萬 | 0.31% | −205−2.3% | 減碼 |
| Strait & Sound Wealth Management LLC | 8,879 | $125.1 萬 | 0.53% | +132+1.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,842 | $124.6 萬 | 0.01% | +33+0.4% | 加碼 |
| Fort Point Capital Partners LLC | 8,788 | $123.8 萬 | 0.12% | −1,141−11.5% | 減碼 |
| Peoples Financial Services Corp. | 8,787 | $123.8 萬 | 0.61% | −1,528−14.8% | 減碼 |
| Verity & Verity, LLC | 8,772 | $123.6 萬 | 0.11% | −291−3.2% | 減碼 |
| Paladin Wealth, LLC | 8,761 | $123.4 萬 | 0.96% | −73−0.8% | 減碼 |
| Spire Wealth Management | 8,754 | $123.3 萬 | 0.04% | −3,914−30.9% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 8,743 | $123.2 萬 | 0.09% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 8,624 | $122.6 萬 | 0.04% | +1,002+13.1% | 加碼 |
| bLong Financial, LLC | 8,659 | $122.0 萬 | 0.94% | −200−2.3% | 減碼 |
| Eastern Bank | 8,640 | $121.7 萬 | 0.02% | −46−0.5% | 減碼 |
| Warren Averett Asset Management, LLC | 8,631 | $121.6 萬 | 0.01% | +503+6.2% | 加碼 |
| Herold Advisors, Inc. | 8,572 | $120.7 萬 | 0.25% | +510+6.3% | 加碼 |
| Clarendon Private LLC | 8,571 | $120.7 萬 | 1.16% | +1,255+17.2% | 加碼 |
| New Vernon Investment Management LLC | 8,550 | $120.4 萬 | 1.40% | 00.0% | 不變 |
| Sienna Gestion | 9,346 | $120.2 萬 | 0.08% | 00.0% | 不變 |
| OV Management LLC | 8,532 | $120.2 萬 | 1.01% | +8,532 | 新進 |
| Proficio Capital Partners LLC | 8,527 | $120.1 萬 | 0.07% | +290+3.5% | 加碼 |
| Resurgent Financial Advisors LLC | 8,521 | $120.0 萬 | 0.66% | −3,384−28.4% | 減碼 |
| E&G Advisors, LP | 8,710 | $119.7 萬 | 0.31% | 00.0% | 不變 |
| HM Payson & Co | 8,489 | $119.6 萬 | 0.02% | +449+5.6% | 加碼 |
| Mission Wealth Management, LP | 8,457 | $119.1 萬 | 0.03% | +364+4.5% | 加碼 |
| Everhart Financial Group, Inc. | 8,435 | $118.8 萬 | 0.14% | +1,936+29.8% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 8,412 | $118.5 萬 | 0.56% | +1,288+18.1% | 加碼 |
| Graypoint LLC | 8,389 | $118.2 萬 | 0.07% | +1,260+17.7% | 加碼 |
| Farringdon Capital, Ltd. | 8,380 | $118.0 萬 | 0.40% | +8,380 | 新進 |
| Old National Bancorp | 8,353 | $117.7 萬 | 0.02% | +117+1.4% | 加碼 |
| Terry L. Blaker | 8,327 | $117.3 萬 | 0.05% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 8,287 | $116.7 萬 | 0.67% | +430+5.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 8,219 | $115.8 萬 | 0.03% | −59−0.7% | 減碼 |
| Genesee Capital Advisors, LLC | 8,211 | $115.7 萬 | 0.52% | +121+1.5% | 加碼 |
| FourThought Financial Partners, LLC | 8,209 | $115.6 萬 | 0.11% | −1,150−12.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 8,170 | $115.1 萬 | 0.20% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 8,097 | $114.1 萬 | 0.24% | +30.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 8,100 | $114.0 萬 | 0.03% | +8,100 | 新進 |
| Quantitative Investment Management, LLC | 8,074 | $113.7 萬 | 0.15% | −12,565−60.9% | 減碼 |
| Kingsview Wealth Management, LLC | 8,064 | $113.6 萬 | 0.02% | +260+3.3% | 加碼 |
| Journey Strategic Wealth LLC | 8,062 | $113.6 萬 | 0.04% | +4,399+120.1% | 加碼 |
| Patton Albertson Miller Group, LLC | 8,011 | $112.8 萬 | 0.15% | −42−0.5% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,006 | $112.8 萬 | 0.07% | −1,076−11.8% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,005 | $112.8 萬 | 0.27% | −81−1.0% | 減碼 |
| Dempze Nancy E | 8,000 | $112.7 萬 | 0.65% | −3,000−27.3% | 減碼 |
| Avalon Trust Co | 8,000 | $112.7 萬 | 0.08% | −2,000−20.0% | 減碼 |
| Breakwater Capital Group | 7,998 | $112.7 萬 | 0.18% | −20.0% | 減碼 |
| Private Trust Co NA | 7,985 | $112.5 萬 | 0.11% | +1,158+17.0% | 加碼 |
| AlphaCore Capital LLC | 7,970 | $112.3 萬 | 0.04% | +1,136+16.6% | 加碼 |
| TigerOak Management, L.L.C. | 7,942 | $111.9 萬 | 0.38% | 00.0% | 不變 |
| CVA Family Office, LLC | 7,896 | $111.2 萬 | 0.16% | +400+5.3% | 加碼 |
| Western Wealth Management, LLC | 7,855 | $110.6 萬 | 0.07% | +2,086+36.2% | 加碼 |
| CX Institutional | 7,835 | $110.4 萬 | 0.04% | +274+3.6% | 加碼 |
| Corsair Capital Management, L.P. | 7,814 | $110.1 萬 | 0.21% | 00.0% | 不變 |
| Good Life Advisors, LLC | 7,812 | $110.0 萬 | 0.07% | −38−0.5% | 減碼 |
| Financial Management Professionals, Inc. | 7,810 | $110.0 萬 | 0.12% | −534−6.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 7,776 | $109.5 萬 | 0.27% | +21+0.3% | 加碼 |
| Modera Wealth Management, LLC | 7,762 | $109.3 萬 | 0.01% | −1,226−13.6% | 減碼 |
| Orion Capital Management LLC | 7,760 | $109.3 萬 | 0.42% | −630−7.5% | 減碼 |
| Resonant Capital Advisors, LLC | 7,753 | $109.2 萬 | 0.07% | +1,481+23.6% | 加碼 |
| Charles Schwab Trust Co | 7,723 | $108.8 萬 | 0.08% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 7,713 | $108.6 萬 | 0.07% | +513+7.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,710 | $108.6 萬 | 0.06% | −51−0.7% | 減碼 |
| IFG Advisors, LLC | 7,632 | $107.5 萬 | 0.18% | +700+10.1% | 加碼 |
| FNY Investment Advisers, LLC | 7,633 | $107.5 萬 | 0.46% | +7,633 | 新進 |
| Operose Advisors LLC | 7,607 | $107.2 萬 | 0.30% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 7,600 | $107.1 萬 | 0.03% | +7,600 | 新進 |
| Grove Bank & Trust | 7,577 | $106.7 萬 | 0.13% | +159+2.1% | 加碼 |
| Bull Street Advisors, LLC | 7,575 | $106.7 萬 | 0.51% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 7,539 | $106.7 萬 | 0.11% | −21,465−74.0% | 減碼 |
| Pictet & Cie (Europe) SA | 7,565 | $106.6 萬 | 0.02% | +1,171+18.3% | 加碼 |
| Berkshire Bank | 7,536 | $106.2 萬 | 0.24% | −423−5.3% | 減碼 |
| Westover Capital Advisors, LLC | 7,530 | $106.1 萬 | 0.21% | 00.0% | 不變 |
| Visionary Wealth Advisors | 7,513 | $105.8 萬 | 0.05% | +90+1.2% | 加碼 |
| Parkside Investments, LLC | 7,500 | $105.6 萬 | 0.14% | −500−6.3% | 減碼 |
| Jamison Private Wealth Management, Inc. | 7,477 | $105.3 萬 | 0.15% | +23+0.3% | 加碼 |
| Asset Dedication, LLC | 7,460 | $105.1 萬 | 0.08% | −123−1.6% | 減碼 |
| Bank of Stockton | 7,437 | $104.8 萬 | 0.31% | +114+1.6% | 加碼 |
| Hartford Funds Management Co LLC | 7,416 | $104.5 萬 | 0.09% | +271+3.8% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $103.8 萬 | 0.12% | 00.0% | 不變 |
| South Plains Financial, Inc. | 7,366 | $103.8 萬 | 0.73% | −495−6.3% | 減碼 |
| Simplicity Wealth,LLC | 7,352 | $103.6 萬 | 0.04% | +5,612+322.5% | 加碼 |