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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 3,861 | $80.7 萬 | 0.11% | −2,393−38.3% | 減碼 |
| Crews Bank & Trust | 3,866 | $80.8 萬 | 0.11% | +10+0.3% | 加碼 |
| Wrapmanager Inc | 3,876 | $81.0 萬 | 0.25% | −54−1.4% | 減碼 |
| Catherine Avery Investment Management LLC | 3,880 | $81.1 萬 | 0.35% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 3,884 | $81.2 萬 | 0.13% | 00.0% | 不變 |
| Strategic Advisors LLC | 3,887 | $81.3 萬 | 0.18% | −14,057−78.3% | 減碼 |
| Markowski Investments | 3,888 | $81.3 萬 | 0.18% | +3,888 | 新進 |
| Shepherd Financial Partners LLC | 3,891 | $81.3 萬 | 0.07% | −159−3.9% | 減碼 |
| Cohen & Steers, Inc. | 3,900 | $81.5 萬 | 0.00% | 00.0% | 不變 |
| Aspiriant, LLC | 3,900 | $81.5 萬 | 0.02% | +401+11.5% | 加碼 |
| Willow Creek Capital Management, Inc. | 3,901 | $81.5 萬 | 0.79% | +3,901 | 新進 |
| WBI Investments | 3,905 | $81.6 萬 | 0.20% | +3,905 | 新進 |
| Abel Hall, LLC | 3,926 | $82.1 萬 | 0.14% | +389+11.0% | 加碼 |
| Basecamp Wealth Advisors LLC | 3,928 | $82.1 萬 | 0.15% | 00.0% | 不變 |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,942 | $82.4 萬 | 0.11% | −1,856−32.0% | 減碼 |
| First Interstate Bank | 3,953 | $82.6 萬 | 0.04% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 3,967 | $82.9 萬 | 0.05% | +12+0.3% | 加碼 |
| Retirement Planning Group | 3,968 | $82.9 萬 | 0.02% | +104+2.7% | 加碼 |
| Golden Reserve Retirement LLC | 3,982 | $83.2 萬 | 0.13% | +1,452+57.4% | 加碼 |
| Birnam Oak Advisors, LP | 4,000 | $83.6 萬 | 0.14% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 4,005 | $83.7 萬 | 0.04% | +450+12.7% | 加碼 |
| Regal Investment Advisors LLC | 4,008 | $83.8 萬 | 0.04% | −4,933−55.2% | 減碼 |
| Balboa Wealth Partners | 4,012 | $83.9 萬 | 0.11% | +657+19.6% | 加碼 |
| May Hill Capital, LLC | 4,016 | $84.0 萬 | 0.18% | +136+3.5% | 加碼 |
| Bay Capital Advisors, LLC | 4,023 | $84.1 萬 | 0.45% | 00.0% | 不變 |
| Alpha Family Trust | 4,025 | $84.1 萬 | 0.34% | 00.0% | 不變 |
| Private Advisory Group LLC | 4,026 | $84.2 萬 | 0.05% | +1,195+42.2% | 加碼 |
| Cromwell Holdings LLC | 4,034 | $84.3 萬 | 0.38% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 4,040 | $84.5 萬 | 0.03% | +244+6.4% | 加碼 |
| McLaughlin Asset Management, Inc. | 4,041 | $84.5 萬 | 0.58% | −273−6.3% | 減碼 |
| Cardinal Point Capital Management, ULC | 4,043 | $84.5 萬 | 0.05% | +1,278+46.2% | 加碼 |
| Orleans Capital Management Corp | 4,044 | $84.5 萬 | 0.44% | +4,044 | 新進 |
| St Germain D J Co Inc | 4,046 | $84.6 萬 | 0.03% | +222+5.8% | 加碼 |
| Waters Parkerson & Co., LLC | 4,050 | $84.7 萬 | 0.04% | 00.0% | 不變 |
| First Dallas Securities Inc. | 4,062 | $84.9 萬 | 0.28% | −1,000−19.8% | 減碼 |
| TritonPoint Partners, LLC | 4,066 | $85.0 萬 | 0.07% | +4,066 | 新進 |
| Rosenberg Matthew Hamilton | 4,067 | $85.0 萬 | 0.16% | +151+3.9% | 加碼 |
| Sepio Capital, LP | 4,074 | $85.2 萬 | 0.04% | −3,409−45.6% | 減碼 |
| Salzhauer Michael | 4,081 | $85.3 萬 | 0.31% | −50−1.2% | 減碼 |
| X-Square Capital, LLC | 4,090 | $85.5 萬 | 0.22% | +10+0.2% | 加碼 |
| KKM Financial LLC | 4,094 | $85.6 萬 | 0.12% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 4,095 | $85.6 萬 | 0.04% | +211+5.4% | 加碼 |
| Strategy Asset Managers LLC | 4,096 | $85.6 萬 | 0.13% | +6+0.1% | 加碼 |
| Park National Corp | 4,113 | $86.0 萬 | 0.02% | −39−0.9% | 減碼 |
| Webster Bank, N. A. | 4,114 | $86.0 萬 | 0.07% | +418+11.3% | 加碼 |
| Pallas Capital Advisors LLC | 4,130 | $86.3 萬 | 0.03% | +301+7.9% | 加碼 |
| Riverbend Wealth Management, LLC | 4,131 | $86.4 萬 | 0.44% | +112+2.8% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,133 | $86.4 萬 | 0.35% | 00.0% | 不變 |
| Kepler Cheuvreux (Suisse) SA | 4,147 | $86.7 萬 | 0.05% | −1,440−25.8% | 減碼 |
| Langley Wealth Management, LLC | 4,148 | $86.7 萬 | 0.85% | +4,148 | 新進 |
| Holderness Investments Co | 4,148 | $86.7 萬 | 0.14% | +22+0.5% | 加碼 |
| Piedmont Capital Management, LLC | 4,185 | $87.5 萬 | 0.53% | −20−0.5% | 減碼 |
| Peoples Bank | 4,189 | $87.6 萬 | 0.45% | −244−5.5% | 減碼 |
| Cypress Capital Group | 4,194 | $87.7 萬 | 0.08% | +2,539+153.4% | 加碼 |
| Lionsbridge Wealth Management LLC | 4,225 | $88.3 萬 | 0.87% | +4,225 | 新進 |
| Johnson Financial Group, LLC | 4,230 | $88.4 萬 | 0.05% | +2,391+130.0% | 加碼 |
| Claro Advisors LLC | 4,235 | $88.5 萬 | 0.09% | +100+2.4% | 加碼 |
| Congress Asset Management Co | 4,239 | $88.6 萬 | 0.01% | −3,345−44.1% | 減碼 |
| Apriem Advisors | 4,241 | $88.7 萬 | 0.08% | −200−4.5% | 減碼 |
| Bell Bank | 4,242 | $88.7 萬 | 0.03% | −67−1.6% | 減碼 |
| Millennium Capital Advisors, LLC | 4,243 | $88.7 萬 | 0.48% | 00.0% | 不變 |
| Fielder Capital Group LLC | 4,247 | $88.8 萬 | 0.19% | +17+0.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,999 | $88.8 萬 | 0.02% | −295−6.9% | 減碼 |
| Beacon Financial Group | 4,250 | $88.8 萬 | 0.08% | −972−18.6% | 減碼 |
| Frisch Financial Group, Inc. | 4,264 | $89.1 萬 | 0.15% | +428+11.2% | 加碼 |
| First Bank & Trust | 4,274 | $89.3 萬 | 0.13% | −272−6.0% | 減碼 |
| Fortem Financial Group, LLC | 4,288 | $89.6 萬 | 0.18% | −100−2.3% | 減碼 |
| Leuthold Group, LLC | 4,303 | $89.9 萬 | 0.09% | −66,701−93.9% | 減碼 |
| TFR Capital, LLC. | 4,303 | $89.9 萬 | 0.25% | +56+1.3% | 加碼 |
| Advisor OS, LLC | 4,314 | $90.2 萬 | 0.06% | −1,506−25.9% | 減碼 |
| Tuttle Tactical Management | 4,317 | $90.2 萬 | 0.61% | 00.0% | 不變 |
| Juncture Wealth Strategies, LLC | 4,326 | $90.4 萬 | 0.24% | +4,326 | 新進 |
| Sax Wealth Advisors, LLC | 5,521 | $90.9 萬 | 0.04% | +374+7.3% | 加碼 |
| First Financial Bank - Trust Division | 4,348 | $90.9 萬 | 0.06% | +95+2.2% | 加碼 |
| Evexia Wealth LLC | 4,307 | $91.0 萬 | 0.25% | −85−1.9% | 減碼 |
| S Harris Financial Group, LLC | 4,356 | $91.1 萬 | 0.71% | +35+0.8% | 加碼 |
| Legacy Capital Group California, Inc. | 4,369 | $91.3 萬 | 0.28% | −115−2.6% | 減碼 |
| Ninepoint Partners LP | 4,375 | $91.5 萬 | 0.08% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 4,387 | $91.7 萬 | 0.09% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 4,389 | $91.7 萬 | 0.09% | +1,962+80.8% | 加碼 |
| First American Trust, FSB | 4,402 | $92.0 萬 | 0.06% | +46+1.1% | 加碼 |
| Quantitative Investment Management, LLC | 4,402 | $92.0 萬 | 0.10% | −3,132−41.6% | 減碼 |
| Richwood Investment Advisors, LLC | 4,403 | $92.0 萬 | 0.65% | +296+7.2% | 加碼 |
| Goldenstone Wealth Management LLC | 4,424 | $92.5 萬 | 0.60% | −107−2.4% | 減碼 |
| Integrity Advisory Solutions, LLC | 4,437 | $92.8 萬 | 0.10% | +729+19.7% | 加碼 |
| Moors & Cabot, Inc. | 4,440 | $92.8 萬 | 0.04% | +290+7.0% | 加碼 |
| Jacobi Capital Management LLC | 4,440 | $92.8 萬 | 0.05% | +63+1.4% | 加碼 |
| Themes Management Co LLC | 4,451 | $93.0 萬 | 0.62% | −1,573−26.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 4,453 | $93.1 萬 | 0.19% | −11−0.2% | 減碼 |
| Geneos Wealth Management Inc. | 4,458 | $93.2 萬 | 0.02% | −42−0.9% | 減碼 |
| Willner & Heller, LLC | 4,479 | $93.6 萬 | 0.59% | +24+0.5% | 加碼 |
| Signet Private Wealth LLC | 4,488 | $93.8 萬 | 0.75% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 4,500 | $94.1 萬 | 0.12% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 4,503 | $94.1 萬 | 0.46% | −171−3.7% | 減碼 |
| CNB Bank | 4,522 | $94.5 萬 | 0.37% | −7−0.2% | 減碼 |
| Fragasso Group Inc. | 4,523 | $94.6 萬 | 0.05% | +1,911+73.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,525 | $94.6 萬 | 0.03% | 00.0% | 不變 |
| Renaissance Investment Group LLC | 4,550 | $95.1 萬 | 0.19% | 00.0% | 不變 |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $95.3 萬 | 0.03% | 00.0% | 不變 |
| TRB Wealth Management, LLC | 4,559 | $95.3 萬 | 0.13% | +250+5.8% | 加碼 |