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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 34,450 | $485.3 萬 | 0.24% | −337−1.0% | 減碼 |
| New Age Alpha Advisors, LLC | 34,346 | $483.8 萬 | 0.21% | −5,654−14.1% | 減碼 |
| First National Bank of Omaha | 34,293 | $483.1 萬 | 0.31% | −878−2.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 34,206 | $481.8 萬 | 0.20% | +4,102+13.6% | 加碼 |
| Marvin & Palmer Associates Inc | 33,991 | $478.8 萬 | 4.11% | +9,894+41.1% | 加碼 |
| Logan Capital Management Inc | 33,973 | $478.5 萬 | 0.22% | −36−0.1% | 減碼 |
| Scholtz & Company, LLC | 33,960 | $478.4 萬 | 2.10% | +27,845+455.4% | 加碼 |
| Morangie Management LLC | 33,906 | $477.6 萬 | 4.14% | +8,185+31.8% | 加碼 |
| Truvestments Capital LLC | 33,813 | $476.3 萬 | 0.95% | +359+1.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 33,776 | $475.8 萬 | 0.06% | −7,715−18.6% | 減碼 |
| Brasada Capital Management, LP | 32,985 | $475.4 萬 | 0.81% | +551+1.7% | 加碼 |
| Compagnie Lombard Odier SCmA | 33,750 | $475.4 萬 | 0.06% | −800−2.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 33,749 | $475.4 萬 | 0.15% | +903+2.7% | 加碼 |
| Adell Harriman & Carpenter Inc | 33,304 | $469.1 萬 | 0.31% | −4,537−12.0% | 減碼 |
| Ritholtz Wealth Management | 33,170 | $467.2 萬 | 0.10% | +3,419+11.5% | 加碼 |
| SRS Capital Advisors, Inc. | 31,838 | $467.1 萬 | 0.22% | +2,375+8.1% | 加碼 |
| Gotham Asset Management, LLC | 33,051 | $465.6 萬 | 0.03% | +2,721+9.0% | 加碼 |
| South State Corp. | 32,942 | $464.0 萬 | 0.20% | +3,031+10.1% | 加碼 |
| K.J. Harrison & Partners Inc | 32,909 | $463.6 萬 | 0.77% | −5,991−15.4% | 減碼 |
| Union Heritage Capital, LLC | 32,814 | $462.2 萬 | 1.61% | 00.0% | 不變 |
| Plato Investment Management Ltd | 32,860 | $461.2 萬 | 0.35% | +145+0.4% | 加碼 |
| Sigma Planning Corp | 32,690 | $460.5 萬 | 0.14% | +286+0.9% | 加碼 |
| Hohimer Wealth Management, LLC | 32,672 | $460.2 萬 | 0.82% | −1,238−3.7% | 減碼 |
| Lincluden Management Ltd | 32,386 | $456.2 萬 | 0.50% | −4,355−11.9% | 減碼 |
| Americana Partners, LLC | 32,323 | $455.3 萬 | 0.16% | +3,681+12.9% | 加碼 |
| Everence Capital Management Inc | 32,291 | $454.9 萬 | 0.29% | 00.0% | 不變 |
| Abc Arbitrage SA | 32,046 | $451.4 萬 | 0.52% | +32,046 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 31,927 | $449.7 萬 | 2.58% | −167−0.5% | 減碼 |
| First National Advisers, LLC | 31,825 | $448.3 萬 | 0.66% | +476+1.5% | 加碼 |
| Mattson Financial Services, LLC | 31,443 | $442.9 萬 | 1.19% | −276−0.9% | 減碼 |
| Equitable Holdings, Inc. | 31,442 | $442.9 萬 | 0.04% | +2,562+8.9% | 加碼 |
| Perigon Wealth Management, LLC | 31,401 | $442.3 萬 | 0.10% | +673+2.2% | 加碼 |
| Zions Bancorporation, National Association | 31,364 | $441.8 萬 | 0.24% | −134−0.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 31,200 | $439.5 萬 | 0.30% | −2,162−6.5% | 減碼 |
| Sculati Wealth Management, LLC | 31,172 | $439.1 萬 | 1.65% | −564−1.8% | 減碼 |
| Central Trust Co | 31,061 | $437.5 萬 | 0.10% | −613−1.9% | 減碼 |
| Forum Financial Management, LP | 31,040 | $437.2 萬 | 0.07% | −3,215−9.4% | 減碼 |
| Patten & Patten Inc | 30,636 | $431.5 萬 | 0.28% | −4,617−13.1% | 減碼 |
| Moody National Bank Trust Division | 30,624 | $431.4 萬 | 0.39% | −616−2.0% | 減碼 |
| Advisory Services Network, LLC | 30,170 | $429.8 萬 | 0.07% | −24−0.1% | 減碼 |
| Bleakley Financial Group, LLC | 30,443 | $428.8 萬 | 0.11% | +1,593+5.5% | 加碼 |
| Salem Investment Counselors Inc | 30,284 | $426.6 萬 | 0.14% | −35−0.1% | 減碼 |
| Skopos Labs, Inc. | 30,093 | $423.9 萬 | 0.56% | +5,291+21.3% | 加碼 |
| Gifford Fong Associates | 30,000 | $422.6 萬 | 0.97% | 00.0% | 不變 |
| Davenport & Co LLC | 29,991 | $422.5 萬 | 0.02% | +4,659+18.4% | 加碼 |
| Stenger Family Office, LLC | 28,970 | $419.9 萬 | 1.10% | +28,970 | 新進 |
| HCR Wealth Advisors | 29,680 | $418.1 萬 | 0.49% | +44+0.1% | 加碼 |
| Fidelis Capital Partners, LLC | 29,481 | $416.6 萬 | 0.38% | +907+3.2% | 加碼 |
| Diversified Trust Co | 29,443 | $414.7 萬 | 0.09% | +145+0.5% | 加碼 |
| Capital International Ltd | 29,423 | $414.5 萬 | 0.16% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 29,369 | $413.7 萬 | 0.07% | +354+1.2% | 加碼 |
| Stephens Inc | 29,062 | $409.4 萬 | 0.06% | −226−0.8% | 減碼 |
| Cresset Asset Management, LLC | 28,731 | $404.7 萬 | 0.02% | −12,942−31.1% | 減碼 |
| Greenleaf Trust | 28,715 | $404.5 萬 | 0.04% | −2,520−8.1% | 減碼 |
| Fulton Bank, N.A. | 28,614 | $403.1 萬 | 0.15% | −1,334−4.5% | 減碼 |
| Callan Family Office, LLC | 28,599 | $402.8 萬 | 0.13% | +15,827+123.9% | 加碼 |
| AustralianSuper Pty Ltd | 28,480 | $401.2 萬 | 0.02% | −17,118−37.5% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,400 | $400.0 萬 | 0.33% | 00.0% | 不變 |
| Horizon Investments, LLC | 28,531 | $399.1 萬 | 0.06% | +3,055+12.0% | 加碼 |
| GAMMA Investing LLC | 28,321 | $398.9 萬 | 0.25% | +4,743+20.1% | 加碼 |
| Alerus Financial NA | 28,068 | $395.4 萬 | 0.28% | −30−0.1% | 減碼 |
| Trilogy Capital Inc. | 27,991 | $394.3 萬 | 0.19% | +909+3.4% | 加碼 |
| Integrated Wealth Concepts LLC | 27,389 | $385.8 萬 | 0.04% | −3,354−10.9% | 減碼 |
| Hodges Capital Management Inc. | 27,363 | $385.4 萬 | 0.37% | −69−0.3% | 減碼 |
| Meyer Handelman Co | 27,338 | $385.1 萬 | 0.13% | −230−0.8% | 減碼 |
| Mirabaud & Cie SA | 27,332 | $385.0 萬 | 1.23% | −21,885−44.5% | 減碼 |
| Voleon Capital Management LP | 27,300 | $384.5 萬 | 0.21% | −47,259−63.4% | 減碼 |
| Meeder Advisory Services, Inc. | 27,001 | $380.3 萬 | 0.20% | +1,743+6.9% | 加碼 |
| National Asset Management, Inc. | 26,977 | $380.0 萬 | 0.18% | −3,361−11.1% | 減碼 |
| Signaturefd, LLC | 26,960 | $379.8 萬 | 0.06% | +1,134+4.4% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $377.4 萬 | 0.04% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 26,581 | $374.4 萬 | 0.28% | +2,242+9.2% | 加碼 |
| Centiva Capital, LP | 26,450 | $372.6 萬 | 0.25% | +20,197+323.0% | 加碼 |
| Dimension Capital Management LLC | 26,270 | $370.0 萬 | 0.58% | 00.0% | 不變 |
| Next Level Private LLC | 26,254 | $369.8 萬 | 1.20% | +60.0% | 加碼 |
| Benjamin Edwards Inc | 26,110 | $367.8 萬 | 0.05% | +730+2.9% | 加碼 |
| Community Trust & Investment Co | 25,954 | $365.6 萬 | 0.21% | −5,918−18.6% | 減碼 |
| Palisade Asset Management, LLC | 25,858 | $364.2 萬 | 0.36% | +170+0.7% | 加碼 |
| Infrastructure Capital Advisors, LLC | 25,621 | $360.9 萬 | 0.44% | −3,643−12.4% | 減碼 |
| Change Path, LLC | 25,366 | $357.3 萬 | 0.09% | −112−0.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 25,124 | $353.9 萬 | 0.04% | +2,142+9.3% | 加碼 |
| Culbertson A N & Co Inc | 25,123 | $353.9 萬 | 0.54% | −671−2.6% | 減碼 |
| Prospera Financial Services Inc | 25,087 | $353.5 萬 | 0.07% | +10,214+68.7% | 加碼 |
| Meridian Wealth Management, LLC | 25,064 | $353.1 萬 | 0.15% | +1,195+5.0% | 加碼 |
| Trust Co of Toledo NA | 25,058 | $353.0 萬 | 0.39% | +403+1.6% | 加碼 |
| Vestcor Inc | 25,019 | $352.4 萬 | 0.11% | +1,655+7.1% | 加碼 |
| Franklin Street Advisors Inc | 25,000 | $352.2 萬 | 0.22% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 24,889 | $350.6 萬 | 0.05% | −451−1.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 24,871 | $350.3 萬 | 0.15% | −232−0.9% | 減碼 |
| Jump Financial, LLC | 24,867 | $350.3 萬 | 0.04% | +24,867 | 新進 |
| Stolper Co | 24,780 | $349.1 萬 | 1.15% | +172+0.7% | 加碼 |
| Steel Peak Wealth Management LLC | 24,667 | $347.5 萬 | 0.14% | −36,450−59.6% | 減碼 |
| Griffin Asset Management, Inc. | 24,623 | $346.8 萬 | 0.41% | +210+0.9% | 加碼 |
| Wealthspire Advisors, LLC | 24,547 | $345.8 萬 | 0.02% | −946−3.7% | 減碼 |
| J. Safra Sarasin Holding AG | 24,501 | $345.1 萬 | 0.06% | −5,681−18.8% | 減碼 |
| Capital Asset Advisory Services LLC | 24,460 | $345.1 萬 | 0.16% | +1,952+8.7% | 加碼 |
| Burney Co | 24,495 | $345.0 萬 | 0.12% | −21,447−46.7% | 減碼 |
| Transcend Wealth Collective, LLC | 24,441 | $344.3 萬 | 0.27% | +354+1.5% | 加碼 |
| Northeast Investment Management | 24,401 | $343.7 萬 | 0.15% | −181−0.7% | 減碼 |
| Rossmore Private Capital | 24,369 | $343.3 萬 | 0.40% | +11,532+89.8% | 加碼 |