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。
2026 年第 2 季 13F 持有人
Morgan Stanley 在 2026/6/30 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
- 2,746
- 較 2026 年第 1 季 +266 家
- 持有股數
- 13.5 億
- 較 2026 年第 1 季 +2,566 萬 (+1.9%)
- 總市值
- $2,817 億
- 較 2026 年第 1 季 +$644.1 億 (+29.6%)
- 新進機構
- 357
- 另有 1,107 家加碼
- 清倉機構
- 91
- 另有 947 家減碼
另有 34 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cove Private Wealth, LLC | 2,626 | $54.9 萬 | 0.11% | +20+0.8% | 加碼 |
| Rockingstone Advisors LLC | 2,629 | $55.0 萬 | 0.22% | −10.0% | 減碼 |
| Amplius Wealth Advisors, LLC | 2,639 | $55.2 萬 | 0.04% | +21+0.8% | 加碼 |
| Aspen Wealth Strategies, LLC | 2,647 | $55.3 萬 | 0.27% | 00.0% | 不變 |
| Maxele Advisors, LLC | 2,655 | $55.5 萬 | 0.39% | +2,655 | 新進 |
| Brandywine Oak Private Wealth LLC | 2,660 | $55.6 萬 | 0.04% | +11+0.4% | 加碼 |
| Fell Capital Management | 2,670 | $55.8 萬 | 0.47% | −40−1.5% | 減碼 |
| Valley National Advisers Inc | 2,688 | $56.2 萬 | 0.06% | +57+2.2% | 加碼 |
| Impact Capital Partners LLC | 2,695 | $56.3 萬 | 0.15% | +34+1.3% | 加碼 |
| CoreCap Advisors, LLC | 2,701 | $56.5 萬 | 0.02% | −29,380−91.6% | 減碼 |
| Calton & Associates, Inc. | 2,712 | $56.7 萬 | 0.08% | −524−16.2% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,717 | $56.8 萬 | 0.35% | −45−1.6% | 減碼 |
| Wall Street Financial Group, Inc. | 2,717 | $56.8 萬 | 0.30% | +323+13.5% | 加碼 |
| Broadleaf Partners, LLC | 2,719 | $56.8 萬 | 0.11% | 00.0% | 不變 |
| Leigh Baldwin & Co., LLC | 2,720 | $56.9 萬 | 0.31% | +10.0% | 加碼 |
| Winthrop Advisory Group LLC | 2,726 | $57.0 萬 | 0.04% | +54+2.0% | 加碼 |
| Alphadyne Asset Management LP | 2,726 | $57.0 萬 | 0.03% | −15,420−85.0% | 減碼 |
| American Trust | 2,726 | $57.0 萬 | 0.04% | +84+3.2% | 加碼 |
| Castle Wealth Management LLC | 2,733 | $57.1 萬 | 0.17% | −60−2.1% | 減碼 |
| Legacy Solutions, LLC | 2,743 | $57.3 萬 | 0.46% | +37+1.4% | 加碼 |
| Jackson Creek Investment Advisors LLC | 2,729 | $57.4 萬 | 0.19% | −899−24.8% | 減碼 |
| Camden National Bank | 2,748 | $57.4 萬 | 0.07% | −136−4.7% | 減碼 |
| Vantus Wealth LLC | 2,754 | $57.6 萬 | 0.31% | +2,754 | 新進 |
| EJMK Ventures LLC | 2,768 | $57.9 萬 | 0.26% | +269+10.8% | 加碼 |
| Intesa Sanpaolo S.p.A. | 2,765 | $58.0 萬 | 0.02% | +403+17.1% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,774 | $58.0 萬 | 0.12% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 2,778 | $58.1 萬 | 0.12% | +236+9.3% | 加碼 |
| Werba Rubin Papier Wealth Management | 2,781 | $58.1 萬 | 0.07% | −74−2.6% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,781 | $58.1 萬 | 0.09% | −9−0.3% | 減碼 |
| City State Bank | 2,782 | $58.2 萬 | 0.13% | 00.0% | 不變 |
| Univest Financial Corp | 2,783 | $58.2 萬 | 0.03% | +329+13.4% | 加碼 |
| SLT Holdings LLC | 2,784 | $58.2 萬 | 0.37% | −42−1.5% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 2,790 | $58.3 萬 | 0.05% | −14−0.5% | 減碼 |
| Fairscale Capital, LLC | 2,791 | $58.3 萬 | 0.35% | 00.0% | 不變 |
| Altus Wealth Group LLC | 2,803 | $58.6 萬 | 0.21% | −180−6.0% | 減碼 |
| LBMC Investment Advisors, LLC | 2,806 | $58.7 萬 | 0.03% | −10.0% | 減碼 |
| River Wealth Advisors LLC | 2,822 | $59.0 萬 | 0.06% | −23−0.8% | 減碼 |
| Partners Wealth Management, LLC | 2,826 | $59.1 萬 | 0.58% | −103−3.5% | 減碼 |
| CM Wealth Advisors LLC | 2,833 | $59.2 萬 | 0.11% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 2,835 | $59.3 萬 | 0.05% | +128+4.7% | 加碼 |
| Golden State Wealth Management, LLC | 2,852 | $59.6 萬 | 0.05% | +31+1.1% | 加碼 |
| HBW Advisory Services LLC | 2,856 | $59.7 萬 | 0.05% | +1,594+126.3% | 加碼 |
| Charter Capital Management, LLC | 2,860 | $59.8 萬 | 0.26% | +125+4.6% | 加碼 |
| Southeast Asset Advisors Inc. | 2,886 | $60.3 萬 | 0.06% | 00.0% | 不變 |
| Karani Asset Management LLC | 2,888 | $60.4 萬 | 0.44% | +2,888 | 新進 |
| QTR Family Wealth, LLC | 2,901 | $60.6 萬 | 0.21% | +349+13.7% | 加碼 |
| Legacy Advisors, LLC | 2,903 | $60.7 萬 | 0.06% | +248+9.3% | 加碼 |
| American State Bank (Iowa) | 2,908 | $60.8 萬 | 0.25% | −14−0.5% | 減碼 |
| Wharton Business Group, LLC | 2,909 | $60.8 萬 | 0.02% | −45−1.5% | 減碼 |
| Spectrum Investment Advisors, Inc. | 2,910 | $60.8 萬 | 0.25% | +2,910 | 新進 |
| Park Place Capital Corp | 2,918 | $61.0 萬 | 0.10% | −10.0% | 減碼 |
| Guilbault Capital LLC | 2,924 | $61.1 萬 | 0.61% | −186−6.0% | 減碼 |
| Southern Financial Group, LLC | 2,926 | $61.2 萬 | 0.16% | −95−3.1% | 減碼 |
| Sound Income Strategies, LLC | 2,927 | $61.2 萬 | 0.03% | +1,586+118.3% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 2,930 | $61.2 萬 | 0.13% | −425−12.7% | 減碼 |
| JM2 Capital Inc. | 2,934 | $61.3 萬 | 0.42% | −22−0.7% | 減碼 |
| Auxano Advisors, LLC | 2,939 | $61.4 萬 | 0.12% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 2,945 | $61.6 萬 | 0.04% | −250−7.8% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,950 | $61.7 萬 | 0.30% | +165+5.9% | 加碼 |
| O'Rourke & Company, Inc | 2,951 | $61.7 萬 | 0.22% | +2+0.1% | 加碼 |
| Range Advisory, LLC | 2,952 | $61.7 萬 | 0.07% | +1,061+56.1% | 加碼 |
| Five Oceans Advisors | 2,952 | $61.7 萬 | 0.20% | +7+0.2% | 加碼 |
| Lewis Asset Management, LLC | 2,960 | $61.9 萬 | 0.22% | +661+28.8% | 加碼 |
| Optimize Financial Inc | 2,962 | $61.9 萬 | 0.22% | −10−0.3% | 減碼 |
| Sound Capital Solutions LLC | 2,962 | $61.9 萬 | 0.14% | +2,962 | 新進 |
| Blue Fin Capital, Inc. | 2,965 | $62.0 萬 | 0.09% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 2,969 | $62.1 萬 | 0.05% | 00.0% | 不變 |
| Viawealth, LLC | 2,988 | $62.5 萬 | 0.31% | −40−1.3% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $62.7 萬 | 0.00% | +3,000 | 新進 |
| Spirit of America Management Corp | 3,000 | $62.7 萬 | 0.12% | 00.0% | 不變 |
| Code Waechter LLC | 3,021 | $63.2 萬 | 0.33% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 3,030 | $63.3 萬 | 0.11% | −548−15.3% | 減碼 |
| McLean Asset Management Corp | 3,019 | $63.5 萬 | 0.08% | −43−1.4% | 減碼 |
| Terry L. Blaker | 3,040 | $63.5 萬 | 0.02% | 00.0% | 不變 |
| Key Financial Inc | 3,044 | $63.6 萬 | 0.10% | −225−6.9% | 減碼 |
| Chemistry Wealth Management LLC | 3,055 | $63.9 萬 | 0.10% | +3,055 | 新進 |
| Brookwood Investment Group LLC | 3,063 | $64.0 萬 | 0.07% | +1,512+97.5% | 加碼 |
| Innovative Asset Advisors Group, LLC | 3,066 | $64.1 萬 | 0.28% | +348+12.8% | 加碼 |
| One Wealth Advisors, LLC | 3,069 | $64.1 萬 | 0.07% | +23+0.8% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,069 | $64.2 萬 | 0.23% | −325−9.6% | 減碼 |
| Black Swift Group, LLC | 3,073 | $64.2 萬 | 0.09% | +1,300+73.3% | 加碼 |
| Foster Group, Inc. | 3,103 | $64.9 萬 | 0.02% | +291+10.3% | 加碼 |
| Grant Private Wealth Management Inc | 3,114 | $65.1 萬 | 0.27% | +591+23.4% | 加碼 |
| Beta Wealth Group, Inc. | 3,121 | $65.2 萬 | 0.24% | −899−22.4% | 減碼 |
| Kingsman Wealth Management, Inc. | 3,127 | $65.4 萬 | 0.31% | −288−8.4% | 減碼 |
| Biltmore Family Office, LLC | 3,128 | $65.4 萬 | 0.09% | +18+0.6% | 加碼 |
| Omnia Family Wealth, LLC | 3,132 | $65.5 萬 | 0.18% | +15+0.5% | 加碼 |
| Delta Investment Management, LLC | 3,135 | $65.5 萬 | 0.11% | +3,135 | 新進 |
| First County Bank | 3,139 | $65.6 萬 | 0.31% | −20−0.6% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,144 | $65.7 萬 | 0.25% | −15−0.5% | 減碼 |
| Enterprise Financial Services Corp | 3,147 | $65.8 萬 | 0.27% | +397+14.4% | 加碼 |
| Levin Capital Strategies, L.P. | 3,151 | $65.9 萬 | 0.04% | 00.0% | 不變 |
| Plancorp, LLC | 2,982 | $65.9 萬 | 0.02% | +105+3.6% | 加碼 |
| Crusonia Wealth Advisors LLC | 3,156 | $66.0 萬 | 0.11% | +956+43.5% | 加碼 |
| Bearing Point Capital, LLC | 3,159 | $66.0 萬 | 0.09% | −80−2.5% | 減碼 |
| Symmetry Partners, LLC | 3,160 | $66.0 萬 | 0.03% | +1,437+83.4% | 加碼 |
| Argent Advisors, Inc. | 3,164 | $66.1 萬 | 0.17% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 3,166 | $66.2 萬 | 0.13% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 3,172 | $66.3 萬 | 0.04% | +15+0.5% | 加碼 |
| Circle Wealth Management, LLC | 3,172 | $66.3 萬 | 0.01% | +30+1.0% | 加碼 |