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 |
|---|---|---|---|---|---|
| Lotus Technology Management, LP | 3,186 | $66.6 萬 | 0.82% | +3,186 | 新進 |
| Hexagon Capital Partners LLC | 3,189 | $66.7 萬 | 0.09% | −210−6.2% | 減碼 |
| Paradigm Financial Partners, LLC | 3,189 | $66.7 萬 | 0.06% | +921+40.6% | 加碼 |
| Founders Financial Alliance, LLC | 3,210 | $67.1 萬 | 0.09% | +186+6.2% | 加碼 |
| Essex Savings Bank | 3,211 | $67.1 萬 | 0.15% | +39+1.2% | 加碼 |
| Tactive Advisors, LLC | 3,212 | $67.1 萬 | 0.17% | −476−12.9% | 減碼 |
| Perennial Investment Advisors, LLC | 3,234 | $67.6 萬 | 0.05% | +80+2.5% | 加碼 |
| Bank of Hawaii | 3,235 | $67.6 萬 | 0.03% | −218−6.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,237 | $67.7 萬 | 0.04% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 3,239 | $67.7 萬 | 0.38% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 3,243 | $67.8 萬 | 0.07% | +10.0% | 加碼 |
| Endeavor Private Wealth, Inc. | 3,244 | $67.8 萬 | 0.16% | +311+10.6% | 加碼 |
| Ethos Financial Group, LLC | 3,298 | $67.8 萬 | 0.05% | +40+1.2% | 加碼 |
| Oxford Wealth Group, LLC | 3,246 | $67.9 萬 | 0.30% | −54−1.6% | 減碼 |
| Grandfield & Dodd, LLC | 3,246 | $67.9 萬 | 0.04% | 00.0% | 不變 |
| Sig Brokerage, LP | 3,248 | $67.9 萬 | 0.11% | −6,090−65.2% | 減碼 |
| Root Financial Partners, LLC | 3,250 | $67.9 萬 | 0.03% | +542+20.0% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,255 | $68.0 萬 | 0.19% | +110+3.5% | 加碼 |
| Onefund, LLC | 3,267 | $68.3 萬 | 0.39% | −53−1.6% | 減碼 |
| Marex Group plc | 3,285 | $68.7 萬 | 0.01% | +797+32.0% | 加碼 |
| Tanager Wealth Management LLP | 3,288 | $68.7 萬 | 0.06% | +185+6.0% | 加碼 |
| Wealth Preservation Advisors, LLC | 3,290 | $68.8 萬 | 0.39% | 00.0% | 不變 |
| Baader Bank INC | 3,300 | $69.0 萬 | 0.06% | −772−19.0% | 減碼 |
| Wright Investors Service Inc | 3,300 | $69.0 萬 | 0.19% | −214−6.1% | 減碼 |
| Freestone Capital Holdings, LLC | 3,302 | $69.0 萬 | 0.02% | +125+3.9% | 加碼 |
| IVC Wealth Advisors LLC | 3,315 | $69.3 萬 | 0.27% | −155−4.5% | 減碼 |
| Gsa Capital Partners LLP | 3,323 | $69.5 萬 | 0.04% | −1,447−30.3% | 減碼 |
| Centric Wealth Management | 3,698 | $69.5 萬 | 0.11% | 00.0% | 不變 |
| Borer Denton & Associates, Inc. | 3,332 | $69.7 萬 | 0.23% | +3,332 | 新進 |
| Sierra Capital LLC | 3,335 | $69.7 萬 | 0.07% | −45−1.3% | 減碼 |
| Proathlete Wealth Management LLC | 3,343 | $69.9 萬 | 0.17% | +10+0.3% | 加碼 |
| Quantum Financial Advisors, LLC | 3,347 | $70.0 萬 | 0.07% | −9−0.3% | 減碼 |
| American National Bank | 3,350 | $70.0 萬 | 0.06% | −11−0.3% | 減碼 |
| Richmond Brothers, Inc. | 3,352 | $70.1 萬 | 0.36% | +3,352 | 新進 |
| Sivia Capital Partners, LLC | 3,358 | $70.2 萬 | 0.09% | +2,110+169.1% | 加碼 |
| Ak Global Asset Management, LLC | 3,375 | $70.6 萬 | 0.60% | +25+0.7% | 加碼 |
| Fosun International Ltd | 3,377 | $70.6 萬 | 0.16% | 00.0% | 不變 |
| Nwam LLC | 3,386 | $70.8 萬 | 0.04% | +98+3.0% | 加碼 |
| Farmers National Bank | 3,390 | $70.9 萬 | 0.15% | −98−2.8% | 減碼 |
| Naviter Wealth, LLC | 3,399 | $71.1 萬 | 0.06% | +674+24.7% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 3,418 | $71.4 萬 | 0.14% | 00.0% | 不變 |
| Community Bank of Raymore | 3,420 | $71.5 萬 | 0.42% | 00.0% | 不變 |
| Davidson Investment Advisors | 3,427 | $71.6 萬 | 0.03% | 00.0% | 不變 |
| 55 North Private Wealth, LLC | 3,432 | $71.7 萬 | 0.14% | +545+18.9% | 加碼 |
| Teza Capital Management LLC | 3,440 | $71.9 萬 | 1.39% | −2−0.1% | 減碼 |
| GTS Securities LLC | 3,441 | $71.9 萬 | 0.02% | −6,231−64.4% | 減碼 |
| AlphaGrep UK Ltd | 3,453 | $72.2 萬 | 0.22% | −102−2.9% | 減碼 |
| Kera Capital Partners, Inc. | 3,453 | $72.2 萬 | 0.07% | +468+15.7% | 加碼 |
| Chase Investment Counsel Corp | 3,457 | $72.2 萬 | 0.15% | +337+10.8% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,464 | $72.5 萬 | 0.19% | −28−0.8% | 減碼 |
| Teucrium Investment Advisors, LLC | 3,512 | $73.4 萬 | 0.65% | +3,512 | 新進 |
| Allegheny Financial Group LTD | 3,520 | $73.6 萬 | 0.08% | +87+2.5% | 加碼 |
| Means Investment Co., Inc. | 3,520 | $73.6 萬 | 0.06% | +17+0.5% | 加碼 |
| Opinicus Capital, Inc. | 3,530 | $73.8 萬 | 0.40% | −193−5.2% | 減碼 |
| Banque Transatlantique SA | 3,797 | $74.3 萬 | 0.02% | +957+33.7% | 加碼 |
| Tritonpoint Wealth, LLC | 3,570 | $74.6 萬 | 0.07% | −33−0.9% | 減碼 |
| Compass Financial Management LLC | 3,504 | $75.0 萬 | 0.09% | +3,504 | 新進 |
| Jefferies Financial Group Inc. | 3,588 | $75.0 萬 | 0.01% | −11,664−76.5% | 減碼 |
| Income Insurance Ltd | 3,589 | $75.0 萬 | 0.45% | 00.0% | 不變 |
| MJP Associates Inc | 3,590 | $75.0 萬 | 0.08% | −348−8.8% | 減碼 |
| Congress Park Capital LLC | 3,595 | $75.1 萬 | 0.20% | −218−5.7% | 減碼 |
| Signature Estate & Investment Advisors LLC | 3,601 | $75.3 萬 | 0.01% | −228−6.0% | 減碼 |
| Ledyard National Bank | 3,613 | $75.5 萬 | 0.06% | +50+1.4% | 加碼 |
| J.M. Arbour, LLC | 3,627 | $75.8 萬 | 0.65% | +600+19.8% | 加碼 |
| Waddell & Associates, LLC | 3,628 | $75.8 萬 | 0.04% | +262+7.8% | 加碼 |
| Boston Private Wealth LLC | 3,631 | $75.9 萬 | 0.05% | −356−8.9% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 3,643 | $76.2 萬 | 0.38% | +317+9.5% | 加碼 |
| Waldron Private Wealth LLC | 3,644 | $76.2 萬 | 0.03% | −17−0.5% | 減碼 |
| Evergreen Wealth Solutions, LLC | 3,494 | $76.3 萬 | 0.04% | +969+38.4% | 加碼 |
| BNP Paribas | 3,659 | $76.5 萬 | 0.02% | −14,480−79.8% | 減碼 |
| Blue Water Asset Management | 3,669 | $76.7 萬 | 0.25% | +27+0.7% | 加碼 |
| Castleview Partners, LLC | 3,675 | $76.8 萬 | 0.34% | +322+9.6% | 加碼 |
| Northbridge Financial Group, LLC | 3,681 | $77.0 萬 | 0.30% | +274+8.0% | 加碼 |
| Missouri Trust & Investment Co | 3,659 | $77.0 萬 | 0.21% | +100+2.8% | 加碼 |
| Cypress Wealth Services, LLC | 3,687 | $77.1 萬 | 0.09% | −23−0.6% | 減碼 |
| Everpar Advisors LLC | 3,691 | $77.2 萬 | 0.22% | +476+14.8% | 加碼 |
| Summit Global Investments | 3,696 | $77.3 萬 | 0.04% | −1,096−22.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,700 | $77.3 萬 | 0.09% | −390−9.5% | 減碼 |
| Topsail Wealth Management, LLC | 3,700 | $77.3 萬 | 0.10% | +15+0.4% | 加碼 |
| United Bank | 3,703 | $77.4 萬 | 0.09% | −33−0.9% | 減碼 |
| Hobbs Group Advisors, LLC | 3,706 | $77.5 萬 | 0.20% | −33−0.9% | 減碼 |
| Contravisory Investment Management, Inc. | 3,745 | $78.3 萬 | 0.14% | +177+5.0% | 加碼 |
| Vanguard National Trust Co | 3,749 | $78.4 萬 | 0.04% | −735−16.4% | 減碼 |
| Leonteq Securities AG | 3,753 | $78.5 萬 | 0.05% | −6,166−62.2% | 減碼 |
| Ponta Wealth Partners, LLC | 3,754 | $78.5 萬 | 0.42% | +1,153+44.3% | 加碼 |
| Marino, Stram & Associates LLC | 3,764 | $78.7 萬 | 0.13% | −2−0.1% | 減碼 |
| Silvia McColl Wealth Management, LLC | 3,777 | $79.0 萬 | 0.47% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 3,777 | $79.0 萬 | 0.08% | +1,843+95.3% | 加碼 |
| Payne Capital Management, LLC | 3,797 | $79.4 萬 | 0.21% | +187+5.2% | 加碼 |
| Wimmer Associates 1, LLC | 3,801 | $79.5 萬 | 0.36% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 3,804 | $79.5 萬 | 0.40% | 00.0% | 不變 |
| Broyhill Asset Management | 3,805 | $79.5 萬 | 0.71% | 00.0% | 不變 |
| Inspirion Wealth Advisors, LLC | 3,755 | $79.6 萬 | 0.09% | +17+0.5% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 3,825 | $80.0 萬 | 0.03% | −63−1.6% | 減碼 |
| Segment Wealth Management, LLC | 3,825 | $80.0 萬 | 0.04% | −78−2.0% | 減碼 |
| Kennebec Savings Bank | 3,825 | $80.0 萬 | 0.64% | −62−1.6% | 減碼 |
| Bullock Wealth Management Group | 3,788 | $80.2 萬 | 0.35% | −150−3.8% | 減碼 |
| Intrua Financial, LLC | 3,847 | $80.4 萬 | 0.08% | −2,056−34.8% | 減碼 |
| New Hampshire Trust | 3,848 | $80.4 萬 | 0.15% | −11−0.3% | 減碼 |
| DF Dent & Co Inc | 3,854 | $80.6 萬 | 0.02% | 00.0% | 不變 |