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
- 2,208
- 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| 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 |
| Austin Private Wealth, LLC | 2,999 | $42.2 萬 | 0.03% | +360+13.6% | 加碼 |
| Park Place Capital Corp | 2,989 | $42.2 萬 | 0.10% | +26+0.9% | 加碼 |
| Financial Advocates Investment Management | 2,992 | $42.1 萬 | 0.03% | −2,555−46.1% | 減碼 |
| Summit Wealth Group, LLC | 2,986 | $42.1 萬 | 0.11% | −9−0.3% | 減碼 |
| O'Rourke & Company, Inc | 2,984 | $42.0 萬 | 0.20% | −67−2.2% | 減碼 |
| Castleview Partners, LLC | 2,982 | $42.0 萬 | 0.27% | +517+21.0% | 加碼 |
| City State Bank | 2,978 | $41.9 萬 | 0.13% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 2,965 | $41.8 萬 | 0.01% | −13,201−81.7% | 減碼 |
| Blue Fin Capital, Inc. | 2,965 | $41.8 萬 | 0.07% | 00.0% | 不變 |
| New Covenant Trust Company, N.A. | 2,962 | $41.7 萬 | 0.37% | −53−1.8% | 減碼 |
| First Interstate Bank | 2,953 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 2,945 | $41.5 萬 | 0.19% | +2,945 | 新進 |
| Founders Financial Alliance, LLC | 2,945 | $41.5 萬 | 0.09% | −292−9.0% | 減碼 |
| Navis Wealth Advisors, LLC | 2,942 | $41.4 萬 | 0.35% | −16−0.5% | 減碼 |
| Key Financial Inc | 2,932 | $41.3 萬 | 0.08% | −197−6.3% | 減碼 |
| Crawford Investment Counsel Inc | 2,930 | $41.3 萬 | 0.01% | −416−12.4% | 減碼 |
| Everpar Advisors LLC | 2,922 | $41.2 萬 | 0.19% | +135+4.8% | 加碼 |
| Measured Wealth Private Client Group, LLC | 2,921 | $41.1 萬 | 0.12% | +567+24.1% | 加碼 |
| Golden State Wealth Management, LLC | 2,917 | $41.1 萬 | 0.05% | +122+4.4% | 加碼 |
| River Wealth Advisors LLC | 2,917 | $41.1 萬 | 0.05% | +472+19.3% | 加碼 |
| American State Bank (Iowa) | 2,908 | $41.0 萬 | 0.23% | 00.0% | 不變 |
| Berry Wealth Group, LP | 2,901 | $40.9 萬 | 0.29% | +271+10.3% | 加碼 |
| Grimes & Company, Inc. | 2,893 | $40.7 萬 | 0.01% | +767+36.1% | 加碼 |
| Vicus Capital | 2,875 | $40.5 萬 | 0.03% | +2,875 | 新進 |
| Howard Financial Services, Ltd. | 2,853 | $40.2 萬 | 0.05% | −272−8.7% | 減碼 |
| Wimmer Associates 1, LLC | 2,843 | $40.0 萬 | 0.20% | 00.0% | 不變 |
| Fiducient Advisors LLC | 2,839 | $40.0 萬 | 0.05% | +11+0.4% | 加碼 |
| Fairscale Capital, LLC | 2,804 | $39.9 萬 | 0.29% | +659+30.7% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,831 | $39.9 萬 | 0.06% | −1,112−28.2% | 減碼 |
| Naviter Wealth, LLC | 2,824 | $39.8 萬 | 0.05% | +146+5.5% | 加碼 |
| Tradition Wealth Management, LLC | 2,815 | $39.7 萬 | 0.03% | +634+29.1% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,814 | $39.6 萬 | 0.05% | −622−18.1% | 減碼 |
| Balboa Wealth Partners | 2,812 | $39.6 萬 | 0.08% | −124−4.2% | 減碼 |
| Cercano Management LLC | 2,812 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 3,393 | $39.6 萬 | 0.29% | +40+1.2% | 加碼 |
| Laffer Tengler Investments | 2,807 | $39.5 萬 | 0.07% | +2,807 | 新進 |
| Plancorp, LLC | 2,802 | $39.5 萬 | 0.01% | +40+1.4% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 2,800 | $39.4 萬 | 0.11% | +2,800 | 新進 |
| Meadow Creek Wealth Advisors LLC | 2,799 | $39.4 萬 | 0.27% | +69+2.5% | 加碼 |
| Auxano Advisors, LLC | 2,795 | $39.4 萬 | 0.09% | −43−1.5% | 減碼 |
| Ariadne Wealth Management, LP | 2,647 | $39.4 萬 | 0.19% | +438+19.8% | 加碼 |
| Waddell & Associates, LLC | 2,781 | $39.2 萬 | 0.04% | −336−10.8% | 減碼 |
| Spartan Planning & Wealth Management | 2,779 | $39.1 萬 | 0.34% | +2,779 | 新進 |
| Ipswich Investment Management Co., Inc. | 2,774 | $39.1 萬 | 0.09% | −79−2.8% | 減碼 |
| Royal Fund Management, LLC | 2,772 | $39.0 萬 | 0.04% | +1,561+128.9% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 2,768 | $39.0 萬 | 0.20% | −719−20.6% | 減碼 |
| Associated Banc-Corp | 2,757 | $38.8 萬 | 0.01% | −340−11.0% | 減碼 |
| Jackson Square Capital, LLC | 2,741 | $38.6 萬 | 0.09% | 00.0% | 不變 |
| Charter Capital Management, LLC | 2,735 | $38.5 萬 | 0.23% | +2,735 | 新進 |
| Broadleaf Partners, LLC | 2,719 | $38.3 萬 | 0.08% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 2,712 | $38.2 萬 | 0.21% | +2,712 | 新進 |
| Aspen Wealth Strategies, LLC | 2,699 | $38.0 萬 | 0.23% | +96+3.7% | 加碼 |
| Lion Street Advisors, LLC | 2,698 | $38.0 萬 | 0.12% | −13−0.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,693 | $37.9 萬 | 0.04% | −14−0.5% | 減碼 |
| Oakworth Capital, Inc. | 2,687 | $37.8 萬 | 0.02% | −139−4.9% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,685 | $37.8 萬 | 0.19% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,685 | $37.8 萬 | 0.20% | +197+7.9% | 加碼 |
| CoreCap Advisors, LLC | 2,683 | $37.8 萬 | 0.02% | −183−6.4% | 減碼 |
| Rockingstone Advisors LLC | 2,680 | $37.8 萬 | 0.20% | +345+14.8% | 加碼 |
| Camden National Bank | 2,671 | $37.6 萬 | 0.05% | −62−2.3% | 減碼 |
| Ashford Capital Management Inc | 2,670 | $37.6 萬 | 0.04% | −1,540−36.6% | 減碼 |
| Victory Financial Group, LLC | 2,669 | $37.6 萬 | 0.06% | +211+8.6% | 加碼 |
| Northstar Advisory Group, LLC | 2,668 | $37.6 萬 | 0.18% | −1,133−29.8% | 減碼 |
| Tanager Wealth Management LLP | 2,665 | $37.5 萬 | 0.04% | −23−0.9% | 減碼 |
| Sunpointe, LLC | 2,657 | $37.4 萬 | 0.15% | +87+3.4% | 加碼 |
| Waterloo Capital, L.P. | 2,646 | $37.3 萬 | 0.03% | +2,646 | 新進 |
| Kaizen Financial Strategies | 2,638 | $37.2 萬 | 0.19% | +21+0.8% | 加碼 |
| Samalin Investment Counsel, LLC | 2,632 | $37.1 萬 | 0.14% | −14−0.5% | 減碼 |
| Root Financial Partners, LLC | 2,632 | $37.1 萬 | 0.04% | +2,632 | 新進 |
| Allstate Corp | 2,622 | $36.9 萬 | 0.03% | −29,178−91.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,616 | $36.9 萬 | 0.02% | +187+7.7% | 加碼 |
| Elyxium Wealth, LLC | 2,613 | $36.8 萬 | 0.14% | +426+19.5% | 加碼 |
| Mill Creek Capital Advisors, LLC | 2,611 | $36.8 萬 | 0.01% | −1,178−31.1% | 減碼 |
| Strategic Financial Concepts, LLC | 2,609 | $36.7 萬 | 0.05% | −506−16.2% | 減碼 |
| Cove Private Wealth, LLC | 2,606 | $36.7 萬 | 0.13% | +2,606 | 新進 |
| Argent Advisors, Inc. | 2,604 | $36.7 萬 | 0.11% | +29+1.1% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 2,593 | $36.5 萬 | 0.10% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,589 | $36.5 萬 | 0.00% | −146−5.3% | 減碼 |
| Reuter James Wealth Management, LLC | 2,582 | $36.4 萬 | 0.06% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 2,517 | $36.3 萬 | 0.13% | −184−6.8% | 減碼 |
| Winthrop Advisory Group LLC | 2,574 | $36.3 萬 | 0.03% | −215−7.7% | 減碼 |
| Boothbay Fund Management, LLC | 2,574 | $36.3 萬 | 0.01% | +2,574 | 新進 |
| Almanack Investment Partners, LLC. | 2,570 | $36.2 萬 | 0.06% | +2,570 | 新進 |
| Lokken Investment Group LLC | 2,568 | $36.2 萬 | 0.14% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 2,567 | $36.2 萬 | 0.12% | −7−0.3% | 減碼 |
| Berkeley Capital Partners, LLC | 2,566 | $36.1 萬 | 0.09% | +101+4.1% | 加碼 |
| BLB&B Advisors, LLC | 2,565 | $36.1 萬 | 0.02% | −268−9.5% | 減碼 |
| IVC Wealth Advisors LLC | 2,562 | $36.1 萬 | 0.18% | +27+1.1% | 加碼 |
| Motco | 2,529 | $36.0 萬 | 0.03% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 2,553 | $36.0 萬 | 0.01% | −40−1.5% | 減碼 |
| Financial Security Advisor, Inc. | 2,553 | $36.0 萬 | 0.08% | +42+1.7% | 加碼 |
| Clear Creek Financial Management, LLC | 2,552 | $35.9 萬 | 0.03% | +87+3.5% | 加碼 |
| Silver Coast Investments LLC | 2,549 | $35.9 萬 | 0.13% | −223−8.0% | 減碼 |
| Michael B. Yongue | 2,548 | $35.9 萬 | 0.27% | 00.0% | 不變 |
| Rational Advisors LLC | 2,547 | $35.9 萬 | 0.04% | +2,547 | 新進 |
| Cardinal Point Capital Management, ULC | 2,545 | $35.8 萬 | 0.03% | −83−3.2% | 減碼 |
| L.M. Kohn & Company | 2,538 | $35.8 萬 | 0.10% | −583−18.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,527 | $35.6 萬 | 0.13% | +9+0.4% | 加碼 |