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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。

其他股別MS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

2026 年第 2 季與 2026 年第 1 季比較

持有 Morgan Stanley 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

MS 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數2,514342,746+266
股數13.3 億433.3 萬13.5 億+2,566 萬 (+1.9%)
市值$2,180 億$7.13 億$2,817 億+$644.1 億 (+29.6%)

34 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(357 家)

2026 年第 2 季季末持有 Morgan Stanley、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 357 家。

2026 年第 2 季新進 MS 的機構
機構股數市值佔組合 %
Norges Bank17,984,532$37.6 億0.37%
Jupiter Topco LLC3,551,238$7.42 億0.30%
Viking Global Investors LP大師維京全球投資1,622,593$3.39 億0.97%
Meitav Dash Investments Ltd452,100$9,451 萬0.64%
Nykredit A/S439,390$9,185 萬0.35%
Ossiam347,404$7,262 萬0.96%
Nearwater Capital Markets, Ltd340,000$7,107 萬1.23%
Milford Funds Ltd264,258$5,524 萬0.90%
BSN Capital Partners Ltd161,268$3,419 萬1.55%
Susquehanna Fundamental Investments, LLC155,543$3,251 萬0.61%
Cornerstone Advisors, LLC106,343$2,223 萬0.73%
TriCert Investment Counsel Inc.101,020$2,112 萬1.97%
Delta Global Management LP95,521$1,997 萬2.17%
Artemis Investment Management LLP93,180$1,948 萬0.17%
Axxcess Wealth Management, LLC77,827$1,627 萬0.26%
Premier Fund Managers Ltd65,800$1,394 萬1.26%
L & S Advisors Inc54,325$1,136 萬1.17%
Barometer Capital Management Inc.51,720$1,081 萬3.00%
LDIC Inc.48,339$1,010 萬6.33%
Marvin & Palmer Associates Inc47,734$997.8 萬6.28%
Temasek Holdings (Private) Ltd46,402$970.0 萬0.03%
Global Retirement Partners, LLC46,158$964.9 萬0.15%
Spence Asset Management43,637$912.2 萬2.16%
Jain Global LLC42,210$882.4 萬0.10%
Commonwealth Retirement Investments LLC35,181$735.4 萬2.00%
Philadelphia Financial Management of San Francisco, LLC28,400$593.7 萬1.63%
Logan Capital Management Inc24,862$519.7 萬0.19%
Lee Johnson Capital Management, LLC24,174$505.3 萬1.58%
Alberta Investment Management Corp23,600$493.3 萬0.03%
J.W. Cole Advisors, Inc.23,308$487.2 萬0.08%
IFG Advisory, LLC21,966$459.2 萬0.16%
Canandaigua National Bank & Trust Co20,966$438.3 萬0.37%
BFI Infinity Ltd.20,573$430.1 萬2.07%
Soros Fund Management LLC大師索羅斯基金管理19,096$399.2 萬0.05%
Donoghue Forlines LLC18,355$383.7 萬0.99%
Dark Forest Capital Management LP18,286$382.3 萬0.25%
St. Louis Financial Planners Asset Management, LLC16,065$343.7 萬1.83%
Virtu Financial LLC15,741$329.0 萬0.10%
Surience Private Wealth LLC14,355$300.1 萬2.64%
O'Neil Global Advisors, Inc.13,629$284.9 萬0.64%
Axxion S.A.13,267$277.3 萬0.20%
Woodard & Co Asset Management Group Inc12,896$269.6 萬0.39%
Trust Co of Vermont12,882$269.3 萬0.10%
PMC FIG Opportunities LLC11,946$249.7 萬4.01%
Oversea-Chinese Banking CORP Ltd11,021$231.1 萬0.06%
BlueCrest Capital Management Ltd11,023$230.4 萬0.10%
MW Advisory, LLC10,637$222.3 萬0.89%
Peak Financial Advisors LLC10,315$215.6 萬0.89%
Alps Advisors Inc10,272$214.7 萬0.01%
Evelyn Partners Group Ltd10,063$210.4 萬0.04%
Ethos Capital Management, Inc.8,886$185.7 萬1.32%
Blue Jean Financial LLC8,843$184.9 萬1.29%
Secured Retirement Advisors, LLC8,176$170.9 萬0.88%
Arjuna Capital8,069$168.7 萬0.38%
Polymer Capital Management (HK) LTD8,034$167.9 萬0.17%
Ulysses Management LLC8,000$167.2 萬0.58%
Ayrshire Capital Management LLC7,926$165.7 萬0.78%
NBH Bank7,077$147.9 萬0.62%
Owen LaRue, LLC6,964$145.6 萬0.51%
S-Bank Fund Management Ltd5,324$111.3 萬0.15%
Aster Capital Management (DIFC) Ltd5,169$108.1 萬0.23%
SMART Wealth LLC4,907$102.6 萬0.22%
Grey Fox Wealth Advisors, LLC4,775$99.8 萬0.16%
Pinnbrook Capital Management LP4,700$98.2 萬0.16%
3Chopt Investment Partners, LLC4,633$96.8 萬0.18%
Juncture Wealth Strategies, LLC4,326$90.4 萬0.24%
Lionsbridge Wealth Management LLC4,225$88.3 萬0.87%
Langley Wealth Management, LLC4,148$86.7 萬0.85%
TritonPoint Partners, LLC4,066$85.0 萬0.07%
Orleans Capital Management Corp4,044$84.5 萬0.44%
WBI Investments3,905$81.6 萬0.20%
Willow Creek Capital Management, Inc.3,901$81.5 萬0.79%
Markowski Investments3,888$81.3 萬0.18%
Compass Financial Management LLC3,504$75.0 萬0.09%
Teucrium Investment Advisors, LLC3,512$73.4 萬0.65%
Richmond Brothers, Inc.3,352$70.1 萬0.36%
Borer Denton & Associates, Inc.3,332$69.7 萬0.23%
Lotus Technology Management, LP3,186$66.6 萬0.82%
Delta Investment Management, LLC3,135$65.5 萬0.11%
Chemistry Wealth Management LLC3,055$63.9 萬0.10%
Clal Insurance Enterprises Holdings Ltd3,000$62.7 萬0.00%
Sound Capital Solutions LLC2,962$61.9 萬0.14%
Spectrum Investment Advisors, Inc.2,910$60.8 萬0.25%
Karani Asset Management LLC2,888$60.4 萬0.44%
Vantus Wealth LLC2,754$57.6 萬0.31%
Maxele Advisors, LLC2,655$55.5 萬0.39%
Monticello Wealth Management, LLC2,427$50.7 萬0.03%
Moran Wealth Management, LLC2,414$50.5 萬0.01%
USA Financial Formulas2,367$49.5 萬0.09%
Excelsior Advisor Network LLC2,350$49.1 萬0.06%
Sovereign Investment Advisors, LLC2,350$49.1 萬0.09%
Latitude Advisors, LLC2,334$48.8 萬0.19%
Jennison Associates LLC2,305$48.2 萬0.00%
Jackson Wealth Management, LLC2,253$47.1 萬0.28%
Quantum Financial Partners LLC2,225$46.5 萬0.24%
Bannerstone Capital Management, LLC2,219$46.4 萬0.39%
Pacific Excel Wealth Advisors, Inc.2,160$45.2 萬0.17%
Prelude Capital Management, LLC2,028$42.4 萬0.03%
RH Tailwind Management, LLC2,000$41.8 萬0.20%
Western Financial Corp2,000$41.8 萬0.12%

清倉機構(91 家)

2026 年第 1 季季末持有 Morgan Stanley、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 MS 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Renaissance Technologies LLC674,111$1.11 億
Junto Capital Management LP565,255$9,302 萬
Caldwell Investment Management Ltd.250,000$3,964 萬
Hound Partners, LLC141,570$2,330 萬
Vinva Investment Management Ltd132,754$2,102 萬
Voloridge Investment Management, LLC124,852$2,055 萬
ExodusPoint Capital Management, LP118,759$1,954 萬
Optiver Holding B.V.90,811$1,494 萬
Simplex Trading, LLC73,071$1,203 萬
Think Investments LP67,800$1,116 萬
Aquatic Capital Management LLC58,592$964.2 萬
Prana Capital Management, LP57,609$948.1 萬
DuPont Capital Management Corp57,317$943.3 萬
FJ Capital Management LLC56,089$923.1 萬
Polar Asset Management Partners Inc.41,495$682.9 萬
Sciencast Management LP38,646$636.0 萬
Graham Capital Management, L.P.38,133$627.6 萬
Diamond Hill Capital Management Inc33,691$554.5 萬
Wolverine Asset Management LLC22,736$374.2 萬
Limestone Investment Advisors LP19,834$326.4 萬
Susquehanna Portfolio Strategies, LLC16,500$271.5 萬
Evoke Wealth, LLC15,827$260.5 萬
J. Goldman & Co LP15,700$258.4 萬
Campbell & CO Investment Adviser LLC15,214$250.4 萬
M Holdings Securities, Inc.11,414$209.8 萬
Integrated Quantitative Investments LLC11,588$190.7 萬
PEAK6 LLC11,081$182.4 萬
Verition Fund Management LLC10,020$164.9 萬
Carlson Capital L P8,682$142.9 萬
Atom Investors LP8,150$134.1 萬
AXA S.A.7,976$131.3 萬
Bank of Jackson Hole Trust6,928$114.0 萬
Axq Capital, LP6,677$109.9 萬
Ally Financial Inc.6,000$98.7 萬
Headlands Technologies LLC5,401$88.9 萬
Bain Capital Public Equity, LP5,383$88.6 萬
Vivaldi Capital Management, LLC5,166$85.0 萬
a16z Perennial Management, L.P.5,130$84.4 萬
Providence First Trust Co4,531$74.6 萬
Directional Asset Management4,459$73.4 萬
Encore Global Management, LP4,000$65.8 萬
New Wave Wealth Advisors LLC3,865$63.6 萬
Oasis Advisors, LLC3,654$60.2 萬
LeClair Wealth Partners LLC3,642$59.9 萬
Tributary Capital Management, LLC3,080$50.7 萬
Armistice Capital, LLC3,017$49.7 萬
111 Capital2,672$44.0 萬
Flaharty Asset Management, LLC2,508$41.3 萬
Twinbeech Capital LP2,389$39.3 萬
Breakthru Advisory Services, LLC2,261$37.2 萬
Redwood Family Wealth LLC2,034$33.5 萬
MQS Management LLC1,809$29.8 萬
Edge Wealth Management LLC1,767$29.1 萬
Quadrant Private Wealth Management, LLC1,758$28.9 萬
Second Line Capital, LLC1,499$28.6 萬
Schrum Private Wealth Management LLC1,672$27.5 萬
OV Management LLC1,592$26.2 萬
Valley Financial Group, Inc.1,543$25.4 萬
Altar Rock LLC1,517$25.0 萬
Patton Fund Management, Inc.1,422$23.4 萬
Axis Wealth Partners, LLC1,360$22.4 萬
Redwood Wealth Management Group, LLC1,300$21.4 萬
Van Diest Capital, LLC1,266$20.8 萬
One River Asset Management, LLC766$12.6 萬
DAGCO, Inc.685$11.3 萬
Scarborough Advisors, LLC630$10.4 萬
Curio Wealth, LLC531$8.74 萬
Aviso Financial Inc.500$8.23 萬
Basso Capital Management, L.P.444$7.31 萬
Wellington Grp LLC430$7.08 萬
Timothy G. Youngquist 2020 Irrevocable Trust426$7.01 萬
Intentional Wealth Strategies, LLC417$6.86 萬
Twin Lakes Capital Management, LLC408$6.71 萬
Team Financial Group, LLC276$4.54 萬
Opal Wealth Advisors, LLC258$4.25 萬
Elequin Capital LP252$4.15 萬
WFA of San Diego, LLC200$3.29 萬
Portus Wealth Advisors, LLC71$1.17 萬
Clayton Financial Group LLC67$1.10 萬
Vermillion Wealth Management, Inc.66$1.09 萬
Retiremitten Financial LLC55$9,051
Financial Perspectives, Inc51$8,450
Magnolia Wealth Management, LLC51$8,393
Toth Financial Advisory Corp35$5,760
Strategic Investment Solutions, Inc.30$4,937
Bard Associates Inc27$4,444
Global Wealth Strategies & Associates19$3,196
Longview Financial Advisors, Inc.19$3,145
Vision Retirement, LLC12$1,975
Legacy Wealth Managment, LLC4$659
Roble, Belko & Company, Inc1$0

尚未申報 2026 年第 2 季的機構(34 家)

2026 年第 1 季季末持有 Morgan Stanley、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 MS、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC3,922,709$6.46 億
CWM, LLC213,933$3,521 萬
Skopos Labs, Inc.45,775$753.3 萬
Canandaigua National Corp22,095$363.6 萬
GM Advisory Group, Inc.21,036$346.2 萬
Charter Oak Capital Management, LLC15,468$254.6 萬
U.S. Capital Wealth Advisors, LLC13,541$222.8 萬
Gibbs Wealth Management11,088$182.5 萬
Evelyn Partners Investment Management LLP9,420$155.0 萬
Journey Strategic Wealth LLC8,354$137.5 萬
Sunbelt Securities, Inc.6,566$108.1 萬
DGS Capital Management, LLC5,838$96.1 萬
Exencial Wealth Advisors, LLC4,171$68.6 萬
Mill Creek Capital Advisors, LLC3,623$59.6 萬
Cfo Capital Management LLC3,000$49.4 萬
TSG Advice Partners, LLC2,997$49.3 萬
First Affirmative Financial Network2,926$48.1 萬
Jaffetilchin Investment Partners, LLC2,831$46.6 萬
Claris Financial LLC2,522$41.5 萬
Leo Wealth, LLC2,478$40.8 萬
Coordinated Financial Services, Inc.2,305$37.9 萬
Reflection Asset Management2,070$34.4 萬
TCFG Wealth Management, LLC1,995$32.8 萬
TruWealth Advisors, LLC1,953$32.1 萬
Catalina Capital Group, LLC1,742$28.7 萬
Anfield Capital Management, LLC1,242$20.4 萬
Evelyn Partners Asset Management Ltd653$10.7 萬
McIlrath & Eck, LLC597$9.83 萬
Evelyn Partners Investment Management Services Ltd185$3.04 萬
Red Tortoise LLC176$2.90 萬
Arcadia Investment Management Corp77$1.27 萬
My Portfolio Guide, LLC56$9,271
Financial Connections Group, Inc.28$4,000
Sofos Investments, Inc.15$2,469