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 |
|---|---|---|---|---|---|
| Glass Wealth Management Co LLC | 24,336 | $342.8 萬 | 1.83% | +120+0.5% | 加碼 |
| MainStreet Investment Advisors LLC | 23,886 | $336.5 萬 | 0.47% | −707−2.9% | 減碼 |
| Canandaigua National Bank & Trust Co | 23,768 | $334.8 萬 | 0.31% | −3,078−11.5% | 減碼 |
| Concord Asset Management, LLC | 23,690 | $333.7 萬 | 0.50% | −742−3.0% | 減碼 |
| Concord Wealth Partners | 23,690 | $333.7 萬 | 0.49% | +2,555+12.1% | 加碼 |
| Global Retirement Partners, LLC | 23,649 | $333.1 萬 | 0.08% | +23,649 | 新進 |
| Arcus Capital Partners, LLC | 23,580 | $332.1 萬 | 1.44% | +42+0.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 23,570 | $332.0 萬 | 0.05% | +12,672+116.3% | 加碼 |
| Summit Trail Advisors, LLC | 23,567 | $332.0 萬 | 0.06% | +23,567 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 23,247 | $327.5 萬 | 0.34% | +23,247 | 新進 |
| Capital Investment Advisors, LLC | 23,164 | $326.3 萬 | 0.06% | +43+0.2% | 加碼 |
| Lipe & Dalton | 23,127 | $325.8 萬 | 1.76% | +20.0% | 加碼 |
| Graphene Investments SAS | 23,000 | $324.0 萬 | 2.11% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 22,998 | $323.9 萬 | 0.15% | +1,419+6.6% | 加碼 |
| Alaethes Wealth LLC | 22,996 | $323.9 萬 | 0.97% | +274+1.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 22,996 | $323.9 萬 | 0.07% | +10,903+90.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 22,931 | $323.0 萬 | 0.04% | −194−0.8% | 減碼 |
| YHB Investment Advisors, Inc. | 22,608 | $318.5 萬 | 0.25% | −112−0.5% | 減碼 |
| Brookstone Capital Management | 22,591 | $318.2 萬 | 0.04% | +1,488+7.1% | 加碼 |
| True North Advisors, LLC | 22,371 | $315.1 萬 | 0.60% | −2,052−8.4% | 減碼 |
| Am Investment Strategies LLC | 22,069 | $310.8 萬 | 0.73% | +137+0.6% | 加碼 |
| Brown Brothers Harriman & Co | 21,943 | $309.1 萬 | 0.02% | +3,820+21.1% | 加碼 |
| TCTC Holdings, LLC | 21,812 | $307.2 萬 | 0.10% | −50−0.2% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $307.1 萬 | 0.10% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 21,772 | $306.7 萬 | 0.02% | −419,684−95.1% | 減碼 |
| IFG Advisory, LLC | 21,767 | $306.6 萬 | 0.15% | −692−3.1% | 減碼 |
| William B. Walkup & Associates, Inc. | 21,665 | $305.2 萬 | 1.80% | −87−0.4% | 減碼 |
| Catalytic Wealth RIA, LLC | 21,640 | $304.8 萬 | 0.25% | +21,640 | 新進 |
| Asio Capital, LLC | 21,395 | $301.4 萬 | 0.50% | +240+1.1% | 加碼 |
| Smith, Salley & Associates | 21,370 | $301.0 萬 | 0.17% | −306−1.4% | 減碼 |
| Capstone Investment Advisors, LLC | 21,328 | $300.4 萬 | 0.03% | −66,264−75.7% | 減碼 |
| Sowell Financial Services LLC | 21,235 | $299.1 萬 | 0.12% | −1,088−4.9% | 減碼 |
| River Street Advisors LLC | 21,161 | $298.1 萬 | 1.28% | +776+3.8% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,137 | $297.7 萬 | 0.03% | −342−1.6% | 減碼 |
| Pensionmark Financial Group, LLC | 21,076 | $296.9 萬 | 0.07% | +1,460+7.4% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 21,056 | $296.6 萬 | 0.16% | +2,623+14.2% | 加碼 |
| NorthRock Partners, LLC | 20,990 | $295.7 萬 | 0.08% | +1,204+6.1% | 加碼 |
| GM Advisory Group, Inc. | 20,847 | $293.6 萬 | 0.15% | +18,962+1,005.9% | 加碼 |
| Sumitomo Life Insurance Co | 20,803 | $293.0 萬 | 0.20% | −1,294−5.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 20,795 | $292.9 萬 | 0.36% | +224+1.1% | 加碼 |
| We Are One Seven, LLC | 20,794 | $292.9 萬 | 0.09% | +1,361+7.0% | 加碼 |
| Paradigm Asset Management Co LLC | 20,700 | $291.6 萬 | 0.72% | −2,500−10.8% | 減碼 |
| Hurley Capital, LLC | 20,672 | $291.2 萬 | 2.04% | 00.0% | 不變 |
| Regions Financial Corp | 20,636 | $290.7 萬 | 0.02% | −397−1.9% | 減碼 |
| Arkadios Wealth Advisors | 20,593 | $290.1 萬 | 0.09% | +11,026+115.3% | 加碼 |
| KCM Investment Advisors LLC | 20,553 | $289.5 萬 | 0.10% | −1,976−8.8% | 減碼 |
| Fundamentun, LLC | 20,452 | $288.1 萬 | 0.13% | +1,050+5.4% | 加碼 |
| Werlinich Asset Management, LLC | 20,070 | $282.7 萬 | 1.54% | −700−3.4% | 減碼 |
| Cacti Asset Management LLC | 20,000 | $281.4 萬 | 0.21% | −1,500−7.0% | 減碼 |
| Pitcairn Co | 19,957 | $281.1 萬 | 0.18% | −2,858−12.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 19,888 | $280.1 萬 | 0.92% | −166−0.8% | 減碼 |
| Baldwin Investment Management, LLC | 19,867 | $279.9 萬 | 0.34% | −206−1.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,736 | $278.0 萬 | 0.06% | +3,766+23.6% | 加碼 |
| Avestar Capital, LLC | 19,712 | $277.7 萬 | 0.20% | +2,665+15.6% | 加碼 |
| Caldwell Trust Co | 19,593 | $276.0 萬 | 0.28% | −245−1.2% | 減碼 |
| Atomi Financial Group, Inc. | 19,544 | $275.3 萬 | 0.10% | +4,314+28.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 19,511 | $274.8 萬 | 0.06% | +3,502+21.9% | 加碼 |
| Triglav Skladi, D.O.O. | 19,512 | $274.7 萬 | 0.20% | 00.0% | 不變 |
| Rydar Equities, Inc. | 19,357 | $272.7 萬 | 2.15% | +19,357 | 新進 |
| King Luther Capital Management Corp | 19,356 | $272.7 萬 | 0.01% | +1,827+10.4% | 加碼 |
| Harvest Investment Advisors, LLC | 19,329 | $272.3 萬 | 1.75% | −255−1.3% | 減碼 |
| Wakefield Asset Management LLLP | 19,146 | $269.7 萬 | 0.75% | −236−1.2% | 減碼 |
| Hudson Canyon Capital Management | 18,999 | $267.6 萬 | 1.66% | +20+0.1% | 加碼 |
| Hunter Associates Investment Management LLC | 18,971 | $266.8 萬 | 0.40% | −6,504−25.5% | 減碼 |
| Covenant Asset Management, LLC | 18,890 | $266.1 萬 | 0.55% | −22,519−54.4% | 減碼 |
| Capital Investment Counsel, Inc | 18,851 | $265.5 萬 | 0.35% | −257−1.3% | 減碼 |
| D L Carlson Investment Group Inc | 18,837 | $265.3 萬 | 0.48% | −2,627−12.2% | 減碼 |
| Valeo Financial Advisors, LLC | 18,588 | $261.8 萬 | 0.06% | +1,696+10.0% | 加碼 |
| Fulcrum Asset Management LLP | 18,564 | $261.5 萬 | 0.75% | +18,564 | 新進 |
| Acropolis Investment Management, LLC | 18,560 | $261.4 萬 | 0.14% | +80.0% | 加碼 |
| AE Wealth Management LLC | 18,560 | $261.4 萬 | 0.02% | +4,624+33.2% | 加碼 |
| Choate Investment Advisors | 18,517 | $260.8 萬 | 0.06% | +7,522+68.4% | 加碼 |
| JPL Wealth Management, LLC | 18,384 | $259.0 萬 | 0.70% | +376+2.1% | 加碼 |
| Texas Yale Capital Corp. | 18,380 | $258.9 萬 | 0.08% | +150+0.8% | 加碼 |
| Whittier Trust Co | 18,305 | $257.8 萬 | 0.03% | +755+4.3% | 加碼 |
| Miracle Mile Advisors, LLC | 18,287 | $257.6 萬 | 0.04% | +1,663+10.0% | 加碼 |
| Polymer Capital Management (US) LLC | 18,267 | $257.3 萬 | 0.42% | +11,537+171.4% | 加碼 |
| Talon Private Wealth, LLC | 18,249 | $257.1 萬 | 0.35% | +1,557+9.3% | 加碼 |
| Syon Capital LLC | 18,205 | $256.4 萬 | 0.17% | +1,344+8.0% | 加碼 |
| TownSquare Capital, LLC | 18,186 | $256.2 萬 | 0.25% | −70,601−79.5% | 減碼 |
| Granite Group Advisors, LLC | 18,180 | $256.1 萬 | 1.54% | +1,975+12.2% | 加碼 |
| PFG Investments, LLC | 18,109 | $255.1 萬 | 0.15% | −1,236−6.4% | 減碼 |
| Abbot Financial Management, Inc. | 18,075 | $254.6 萬 | 1.17% | 00.0% | 不變 |
| Shaker Investments LLC | 18,048 | $254.2 萬 | 1.04% | −910−4.8% | 減碼 |
| Hall Laurie J Trustee | 18,000 | $253.5 萬 | 0.84% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 17,975 | $253.2 萬 | 0.19% | +583+3.4% | 加碼 |
| Intrust Bank NA | 17,945 | $252.8 萬 | 0.22% | +215+1.2% | 加碼 |
| Strategic Advisors LLC | 17,875 | $251.8 萬 | 0.50% | +227+1.3% | 加碼 |
| Insight Inv LLC | 17,674 | $249.0 萬 | 1.67% | −704−3.8% | 減碼 |
| Oak Asset Management, LLC | 17,578 | $247.6 萬 | 0.89% | +10+0.1% | 加碼 |
| Schear Investment Advisers, LLC | 17,460 | $245.9 萬 | 1.22% | +964+5.8% | 加碼 |
| NewEdge Wealth, LLC | 17,452 | $245.9 萬 | 0.04% | −1,283−6.8% | 減碼 |
| Freedom Day Solutions, LLC | 17,444 | $245.7 萬 | 0.73% | −265−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 17,405 | $245.2 萬 | 0.03% | +982+6.0% | 加碼 |
| BOK Financial Private Wealth, Inc. | 17,379 | $244.8 萬 | 0.16% | −1,128−6.1% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $244.1 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 17,254 | $243.0 萬 | 0.17% | +12,363+252.8% | 加碼 |
| Ironwood Investment Counsel, LLC | 17,185 | $242.1 萬 | 0.37% | +56+0.3% | 加碼 |
| CBOE Vest Financial, LLC | 17,152 | $241.6 萬 | 0.03% | +4,835+39.3% | 加碼 |
| Institute for Wealth Management, LLC. | 17,105 | $240.9 萬 | 0.27% | −29−0.2% | 減碼 |