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 |
|---|---|---|---|---|---|
| Brown Financial Advisors | 17,062 | $240.3 萬 | 0.94% | −1,172−6.4% | 減碼 |
| Bradley Foster & Sargent Inc | 17,061 | $240.3 萬 | 0.04% | −86−0.5% | 減碼 |
| Altman Advisors, Inc. | 17,023 | $240.1 萬 | 0.98% | +179+1.1% | 加碼 |
| Farther Finance Advisors, LLC | 17,002 | $239.5 萬 | 0.05% | +5,090+42.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 16,958 | $239.1 萬 | 0.05% | −25,695−60.2% | 減碼 |
| Arrow Financial Corp | 16,962 | $238.9 萬 | 0.25% | −296−1.7% | 減碼 |
| Mach-1 Financial Group, Inc. | 16,962 | $238.9 萬 | 0.70% | −7,350−30.2% | 減碼 |
| Aspen Grove Capital, LLC | 16,927 | $238.4 萬 | 0.41% | +975+6.1% | 加碼 |
| Diversify Advisory Services, LLC | 16,148 | $237.8 萬 | 0.09% | +7,688+90.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 16,701 | $235.3 萬 | 0.40% | +13,044+356.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 16,670 | $234.8 萬 | 0.08% | −5,488−24.8% | 減碼 |
| Coastline Trust Co | 16,661 | $234.7 萬 | 0.27% | −184−1.1% | 減碼 |
| Prudent Man Advisors, LLC | 16,644 | $234.4 萬 | 0.74% | +1,489+9.8% | 加碼 |
| Checchi Capital Advisers, LLC | 16,516 | $232.6 萬 | 0.16% | −228−1.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $232.4 萬 | 0.05% | +16,500 | 新進 |
| Verdence Capital Advisors LLC | 16,416 | $231.2 萬 | 0.16% | −138−0.8% | 減碼 |
| IFC Advisors LLC | 16,342 | $230.2 萬 | 0.43% | −323−1.9% | 減碼 |
| Somerset Trust Co | 16,299 | $229.6 萬 | 0.75% | +169+1.0% | 加碼 |
| Ramirez Asset Management, Inc. | 16,290 | $229.5 萬 | 0.35% | +10,400+176.6% | 加碼 |
| Cookson Peirce & Co Inc | 16,253 | $228.9 萬 | 0.10% | +980+6.4% | 加碼 |
| Matrix Trust Co | 16,242 | $228.8 萬 | 0.36% | +297+1.9% | 加碼 |
| DRW Securities, LLC | 16,242 | $228.6 萬 | 0.16% | +11,506+242.9% | 加碼 |
| Crestwood Advisors Group LLC | 16,155 | $227.6 萬 | 0.04% | +3,045+23.2% | 加碼 |
| 1st Source Bank | 16,151 | $227.5 萬 | 0.13% | +223+1.4% | 加碼 |
| Qtron Investments LLC | 16,151 | $227.5 萬 | 0.29% | +2,196+15.7% | 加碼 |
| Mediolanum International Funds Ltd | 16,134 | $227.0 萬 | 0.03% | −1,400−8.0% | 減碼 |
| Howland Capital Management LLC | 16,074 | $226.4 萬 | 0.09% | −224−1.4% | 減碼 |
| Resources Investment Advisors, LLC. | 16,045 | $226.0 萬 | 0.03% | −362−2.2% | 減碼 |
| Charter Oak Capital Management, LLC | 16,034 | $225.9 萬 | 0.19% | −64−0.4% | 減碼 |
| Cherokee Insurance Co | 16,000 | $225.4 萬 | 0.98% | 00.0% | 不變 |
| Decatur Capital Management, Inc. | 15,996 | $225.3 萬 | 0.99% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 15,889 | $223.8 萬 | 0.51% | −12,204−43.4% | 減碼 |
| XTX Topco Ltd | 15,855 | $223.3 萬 | 0.09% | −14,165−47.2% | 減碼 |
| White Pine Capital LLC | 15,820 | $222.8 萬 | 0.71% | +335+2.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 15,746 | $221.7 萬 | 1.69% | +330+2.1% | 加碼 |
| NVWM, LLC | 15,607 | $219.8 萬 | 0.53% | +766+5.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 15,530 | $218.8 萬 | 0.05% | +1,157+8.0% | 加碼 |
| New England Research & Management, Inc. | 15,519 | $218.6 萬 | 1.04% | −175−1.1% | 減碼 |
| Aft, Forsyth & Sober, LLC | 15,500 | $218.3 萬 | 0.74% | +600+4.0% | 加碼 |
| AMG National Trust Bank | 15,452 | $217.7 萬 | 0.06% | −701−4.3% | 減碼 |
| Profund Advisors LLC | 15,416 | $217.1 萬 | 0.08% | −1,831−10.6% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 15,395 | $216.9 萬 | 0.39% | +15,395 | 新進 |
| EverSource Wealth Advisors, LLC | 15,235 | $214.6 萬 | 0.10% | +518+3.5% | 加碼 |
| Wolff Wiese Magana LLC | 15,206 | $214.2 萬 | 1.33% | −4,495−22.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 15,156 | $213.5 萬 | 0.11% | +12+0.1% | 加碼 |
| Insigneo Advisory Services, LLC | 15,111 | $212.9 萬 | 0.18% | +18+0.1% | 加碼 |
| Ronald Blue Trust, Inc. | 15,110 | $212.8 萬 | 0.03% | +136+0.9% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,089 | $212.5 萬 | 0.17% | +423+2.9% | 加碼 |
| Parkside Financial Bank & Trust | 15,042 | $211.9 萬 | 0.23% | +758+5.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 15,020 | $211.6 萬 | 0.03% | −409−2.7% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 15,010 | $211.4 萬 | 2.64% | +621+4.3% | 加碼 |
| Mystic Asset Management, Inc. | 14,921 | $210.2 萬 | 0.51% | −24−0.2% | 減碼 |
| LS Investment Advisors, LLC | 14,900 | $209.9 萬 | 0.31% | +465+3.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 15,531 | $209.4 萬 | 0.27% | +6,077+64.3% | 加碼 |
| Trust Investment Advisors | 14,825 | $208.8 萬 | 1.27% | −1,002−6.3% | 減碼 |
| IPG Investment Advisors LLC | 14,802 | $208.5 萬 | 0.41% | +10,502+244.2% | 加碼 |
| Waterfront Wealth Inc. | 14,774 | $208.1 萬 | 0.47% | −358−2.4% | 減碼 |
| Cim Investment Mangement Inc | 15,519 | $206.8 萬 | 0.39% | +7,746+99.7% | 加碼 |
| Northcape Wealth Management, LLC | 14,647 | $206.3 萬 | 0.63% | −54−0.4% | 減碼 |
| LOM Asset Management Ltd | 14,536 | $204.8 萬 | 0.69% | +14,536 | 新進 |
| Umpqua Bank | 14,441 | $203.8 萬 | 0.62% | +588+4.2% | 加碼 |
| Courier Capital LLC | 14,443 | $203.4 萬 | 0.12% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 14,441 | $203.4 萬 | 0.06% | −1,115−7.2% | 減碼 |
| Heritage Trust Co | 14,440 | $203.4 萬 | 0.23% | −46,708−76.4% | 減碼 |
| Trust Asset Management LLC | 14,311 | $201.6 萬 | 0.15% | 00.0% | 不變 |
| Trust Co of Vermont | 14,301 | $201.4 萬 | 0.09% | +264+1.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 14,259 | $200.9 萬 | 0.06% | +915+6.9% | 加碼 |
| Diligent Investors, LLC | 14,213 | $200.2 萬 | 0.47% | +307+2.2% | 加碼 |
| Compton Wealth Advisory Group, LLC | 14,120 | $198.9 萬 | 0.50% | +708+5.3% | 加碼 |
| Huntleigh Advisors, Inc. | 14,087 | $198.4 萬 | 0.38% | +14,087 | 新進 |
| Chesapeake Wealth Management | 14,066 | $198.1 萬 | 0.66% | −622−4.2% | 減碼 |
| Krilogy Financial LLC | 14,001 | $197.2 萬 | 0.11% | −661−4.5% | 減碼 |
| Quadcap Wealth Management, LLC | 13,960 | $196.6 萬 | 0.25% | −25−0.2% | 減碼 |
| Tocqueville Asset Management L.P. | 13,890 | $195.7 萬 | 0.03% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 13,801 | $194.4 萬 | 0.30% | −4,025−22.6% | 減碼 |
| TLWM | 13,791 | $194.3 萬 | 0.37% | −72−0.5% | 減碼 |
| Aventura Private Wealth, LLC | 13,760 | $193.8 萬 | 0.84% | −344−2.4% | 減碼 |
| Teza Capital Management LLC | 13,705 | $193.0 萬 | 1.44% | +9,197+204.0% | 加碼 |
| Quent Capital, LLC | 13,594 | $191.5 萬 | 0.18% | +325+2.4% | 加碼 |
| Wedmont Private Capital | 13,524 | $191.4 萬 | 0.08% | +1,126+9.1% | 加碼 |
| Congress Asset Management Co | 13,557 | $191.0 萬 | 0.01% | −876−6.1% | 減碼 |
| Systematic Financial Management LP | 13,500 | $190.2 萬 | 0.05% | 00.0% | 不變 |
| NBT Bank N A | 13,497 | $190.1 萬 | 0.13% | −250−1.8% | 減碼 |
| Norden Group LLC | 13,477 | $189.8 萬 | 0.21% | +420+3.2% | 加碼 |
| Convergence Investment Partners, LLC | 13,412 | $188.9 萬 | 0.48% | −146−1.1% | 減碼 |
| Great Diamond Partners, LLC | 13,361 | $188.2 萬 | 0.40% | +72+0.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 13,276 | $187.0 萬 | 0.01% | −107−0.8% | 減碼 |
| AlTi Global, Inc. | 13,192 | $186.7 萬 | 0.05% | +357+2.8% | 加碼 |
| Golden State Equity Partners | 13,243 | $186.5 萬 | 0.35% | −372−2.7% | 減碼 |
| Lansing Street Advisors | 13,182 | $185.7 萬 | 0.55% | +682+5.5% | 加碼 |
| Moss Adams Wealth Advisors LLC | 13,157 | $185.3 萬 | 0.17% | +518+4.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,140 | $185.1 萬 | 0.05% | −15,097−53.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 13,114 | $184.7 萬 | 0.16% | 00.0% | 不變 |
| Harfst & Associates, Inc. | 13,053 | $183.9 萬 | 0.38% | +7,417+131.6% | 加碼 |
| Oddo BHF Asset Management SAS | 12,966 | $182.6 萬 | 0.07% | −1,500−10.4% | 減碼 |
| Absolute Gestao de Investimentos Ltda. | 12,900 | $181.7 萬 | 0.59% | +12,900 | 新進 |
| Evergreen Capital Management LLC | 12,880 | $181.4 萬 | 0.05% | +6,916+116.0% | 加碼 |
| AIA Group Ltd | 12,874 | $181.3 萬 | 0.04% | −5,775−31.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,871 | $181.3 萬 | 0.04% | −53,061−80.5% | 減碼 |
| Greenwich Wealth Management LLC | 12,833 | $180.8 萬 | 0.09% | −19,915−60.8% | 減碼 |