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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 55,968 | $770.8 萬 | 0.11% | +12,721+29.4% | 加碼 |
| Parallel Advisors, LLC | 54,685 | $770.3 萬 | 0.15% | +1,092+2.0% | 加碼 |
| Strategic Planning Group, LLC | 54,032 | $761.1 萬 | 1.24% | +54,032 | 新進 |
| Barometer Capital Management Inc. | 53,977 | $755.1 萬 | 2.09% | +53,977 | 新進 |
| Aureus Asset Management, LLC | 53,247 | $750.0 萬 | 0.48% | +40+0.1% | 加碼 |
| Old Second National Bank of Aurora | 53,112 | $748.1 萬 | 1.63% | −662−1.2% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 52,972 | $746.2 萬 | 1.86% | −5,058−8.7% | 減碼 |
| Capital International Sarl | 52,837 | $744.3 萬 | 0.14% | +3,150+6.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 52,820 | $744.0 萬 | 0.38% | +2,923+5.9% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 52,228 | $735.7 萬 | 1.92% | −190−0.4% | 減碼 |
| RSM US Wealth Management LLC | 51,155 | $720.6 萬 | 0.10% | +3,435+7.2% | 加碼 |
| NatWest Group plc | 50,326 | $708.9 萬 | 2.10% | +91+0.2% | 加碼 |
| E. Ohman J:or Asset Management AB | 50,168 | $706.7 萬 | 0.18% | −3,278−6.1% | 減碼 |
| Walleye Capital LLC | 50,062 | $705.2 萬 | 0.07% | −69,974−58.3% | 減碼 |
| UBS Oconnor LLC | 50,000 | $704.3 萬 | 0.19% | +50,000 | 新進 |
| Verition Fund Management LLC | 49,803 | $701.5 萬 | 0.04% | +29,925+150.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 49,736 | $700.4 萬 | 0.22% | +446+0.9% | 加碼 |
| Elk River Wealth Management, LLC | 49,662 | $699.5 萬 | 1.20% | −541−1.1% | 減碼 |
| Xcel Wealth Management, LLC | 49,570 | $698.2 萬 | 1.99% | −405−0.8% | 減碼 |
| Glenview Trust Co | 49,570 | $698.2 萬 | 0.12% | +1,105+2.3% | 加碼 |
| Consolidated Investment Group LLC | 49,215 | $693.2 萬 | 0.93% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 49,081 | $690.6 萬 | 0.01% | +5,909+13.7% | 加碼 |
| Covea Finance | 48,500 | $683.2 萬 | 0.25% | +19,700+68.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 48,383 | $681.5 萬 | 0.57% | +1,277+2.7% | 加碼 |
| Joel Isaacson & Co., LLC | 48,383 | $681.5 萬 | 0.28% | −115−0.2% | 減碼 |
| First National Trust Co | 48,269 | $679.9 萬 | 0.25% | +1,278+2.7% | 加碼 |
| Pinnacle Financial Partners Inc | 48,233 | $679.4 萬 | 0.14% | +23,576+95.6% | 加碼 |
| Hennessy Advisors Inc | 47,200 | $664.9 萬 | 0.22% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 47,000 | $662.0 萬 | 1.22% | +3,900+9.0% | 加碼 |
| Worm Capital, LLC | 46,858 | $660.0 萬 | 5.82% | −8,566−15.5% | 減碼 |
| Summit Financial, LLC | 46,531 | $655.4 萬 | 0.15% | −1,233−2.6% | 減碼 |
| Bradyco, Inc. | 45,328 | $638.5 萬 | 4.68% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 45,128 | $635.7 萬 | 0.33% | +434+1.0% | 加碼 |
| Empirical Finance, LLC | 45,122 | $635.6 萬 | 0.33% | +275+0.6% | 加碼 |
| Vise Technologies, Inc. | 44,949 | $633.1 萬 | 0.26% | +44,949 | 新進 |
| Trajan Wealth LLC | 44,798 | $631.0 萬 | 0.31% | −589−1.3% | 減碼 |
| Linscomb & Williams, Inc. | 44,785 | $630.8 萬 | 0.29% | +219+0.5% | 加碼 |
| Toroso Investments, LLC | 44,784 | $630.8 萬 | 0.04% | −1,795−3.9% | 減碼 |
| ABN AMRO Bank N.V. | 44,329 | $628.5 萬 | 0.08% | +1,436+3.3% | 加碼 |
| Westpac Banking Corp | 44,525 | $627.2 萬 | 0.42% | −1,785−3.9% | 減碼 |
| EP Wealth Advisors, LLC | 44,360 | $624.9 萬 | 0.04% | +11,087+33.3% | 加碼 |
| Torray LLC | 44,071 | $620.8 萬 | 0.90% | −1,242−2.7% | 減碼 |
| Investment Management Corp of Ontario | 43,742 | $616.1 萬 | 0.09% | −4,500−9.3% | 減碼 |
| Occidental Asset Management, LLC | 42,760 | $602.3 萬 | 0.83% | +574+1.4% | 加碼 |
| SkyOak Wealth, LLC | 42,627 | $600.4 萬 | 1.21% | +60.0% | 加碼 |
| Andra AP-fonden | 42,311 | $596.0 萬 | 0.08% | +7,600+21.9% | 加碼 |
| Point72 Asset Management, L.P. | 42,168 | $594.0 萬 | 0.01% | +42,168 | 新進 |
| SevenBridge Financial Group, LLC | 40,006 | $589.2 萬 | 1.04% | +2,161+5.7% | 加碼 |
| Hamilton Capital Partners Inc. | 41,548 | $585.2 萬 | 0.30% | +3,603+9.5% | 加碼 |
| United Capital Financial Advisers, LLC | 41,546 | $585.2 萬 | 0.05% | −222−0.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 41,400 | $583.2 萬 | 0.11% | +2,625+6.8% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 41,270 | $581.3 萬 | 1.09% | −606−1.4% | 減碼 |
| HighPoint Advisor Group LLC | 41,060 | $578.4 萬 | 0.31% | −80.0% | 減碼 |
| Jefferies Financial Group Inc. | 40,623 | $572.2 萬 | 0.09% | −7,519−15.6% | 減碼 |
| Cullinan Associates Inc | 40,472 | $570.1 萬 | 0.38% | +3,420+9.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 46,295 | $569.9 萬 | 0.09% | +1,014+2.2% | 加碼 |
| Cary Street Partners Financial LLC | 40,195 | $566.2 萬 | 0.16% | +15,142+60.4% | 加碼 |
| City Holding Co | 39,945 | $562.7 萬 | 0.74% | +1,555+4.1% | 加碼 |
| Independent Advisor Alliance | 39,935 | $562.5 萬 | 0.16% | −2,493−5.9% | 減碼 |
| Core Alternative Capital | 39,590 | $557.7 萬 | 1.53% | −1,773−4.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 39,407 | $555.1 萬 | 0.09% | +51+0.1% | 加碼 |
| Vident Advisory, LLC | 39,270 | $553.2 萬 | 0.06% | −17,387−30.7% | 減碼 |
| Cito Capital Group, LLC | 39,155 | $551.5 萬 | 1.92% | +3,300+9.2% | 加碼 |
| Stock Yards Bank & Trust Co | 39,108 | $550.9 萬 | 0.18% | +1,111+2.9% | 加碼 |
| Allworth Financial LP | 38,998 | $549.3 萬 | 0.03% | +9,917+34.1% | 加碼 |
| Principal Securities, Inc. | 38,800 | $546.5 萬 | 0.10% | +12,472+47.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 38,797 | $546.5 萬 | 0.21% | +1,882+5.1% | 加碼 |
| Brentview Investment Management LLC | 38,463 | $541.8 萬 | 2.74% | −703−1.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 38,316 | $539.7 萬 | 0.75% | +78+0.2% | 加碼 |
| Amica Mutual Insurance Co | 38,295 | $539.4 萬 | 0.52% | −4,529−10.6% | 減碼 |
| TD Private Client Wealth LLC | 38,145 | $537.3 萬 | 0.13% | +2,516+7.1% | 加碼 |
| Simon Quick Advisors, LLC | 38,032 | $535.7 萬 | 0.27% | −8,288−17.9% | 減碼 |
| Quadrant Capital Group LLC | 37,801 | $532.5 萬 | 0.19% | +7,696+25.6% | 加碼 |
| Frank, Rimerman Advisors LLC | 37,786 | $532.3 萬 | 0.36% | −200−0.5% | 減碼 |
| V-Square Quantitative Management LLC | 37,784 | $532.2 萬 | 0.71% | −192−0.5% | 減碼 |
| Cypress Financial Planning LLC | 37,713 | $531.2 萬 | 1.75% | −1,738−4.4% | 減碼 |
| Wetherby Asset Management Inc | 37,613 | $529.8 萬 | 0.24% | +37,613 | 新進 |
| Van Eck Associates Corp | 37,261 | $524.9 萬 | 0.01% | +1,004+2.8% | 加碼 |
| Siemens Fonds Invest GmbH | 37,208 | $524.1 萬 | 0.31% | +2,833+8.2% | 加碼 |
| Clearstead Advisors, LLC | 37,070 | $522.2 萬 | 0.07% | +3,378+10.0% | 加碼 |
| Highland Capital Management, LLC | 36,370 | $512.3 萬 | 0.28% | −10,022−21.6% | 減碼 |
| StoneX Group Inc. | 36,280 | $511.0 萬 | 0.25% | +424+1.2% | 加碼 |
| S&CO Inc | 36,152 | $509.2 萬 | 0.33% | −195−0.5% | 減碼 |
| Hoey Investments, Inc | 36,065 | $508.0 萬 | 0.76% | +8,814+32.3% | 加碼 |
| Sandy Cove Advisors, LLC | 36,023 | $507.4 萬 | 1.83% | +33+0.1% | 加碼 |
| Canada Post Corp Registered Pension Plan | 36,013 | $507.3 萬 | 0.30% | +36,013 | 新進 |
| Inspire Trust Co, N.A. | 36,000 | $507.1 萬 | 1.05% | +3,000+9.1% | 加碼 |
| Capital Investment Counsel, LLC | 35,836 | $504.8 萬 | 0.78% | +384+1.1% | 加碼 |
| Winton Group Ltd | 35,750 | $503.6 萬 | 0.26% | +5,281+17.3% | 加碼 |
| Savant Capital, LLC | 35,487 | $499.9 萬 | 0.04% | +4,416+14.2% | 加碼 |
| Sterling Capital Management LLC | 35,447 | $499.3 萬 | 0.07% | −1,509−4.1% | 減碼 |
| Northwest Bancshares, Inc. | 35,323 | $497.6 萬 | 0.87% | +247+0.7% | 加碼 |
| Congress Wealth Management LLC | 35,125 | $494.8 萬 | 0.05% | +5,609+19.0% | 加碼 |
| NBC Securities, Inc. | 35,113 | $494.6 萬 | 0.40% | +1,356+4.0% | 加碼 |
| Carret Asset Management, LLC | 34,914 | $491.8 萬 | 0.53% | −70−0.2% | 減碼 |
| Financial Advisory Partners, LLC | 34,865 | $491.1 萬 | 1.54% | −1,414−3.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 34,756 | $489.6 萬 | 0.36% | +1,683+5.1% | 加碼 |
| Quantbot Technologies LP | 34,651 | $488.1 萬 | 0.13% | +4,097+13.4% | 加碼 |
| Dana Investment Advisors, Inc. | 34,626 | $487.7 萬 | 0.16% | −378−1.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 34,577 | $487.1 萬 | 0.13% | −4,106−10.6% | 減碼 |