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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5,413 | $113.2 萬 | 0.05% | +126+2.4% | 加碼 |
| Prestige Wealth Management Group LLC | 5,415 | $113.2 萬 | 0.21% | +1,848+51.8% | 加碼 |
| Focused Alpha, LLC | 5,425 | $113.4 萬 | 0.29% | +38+0.7% | 加碼 |
| Adirondack Trust Co | 5,429 | $113.5 萬 | 0.34% | −90−1.6% | 減碼 |
| Fort Sheridan Advisors LLC | 5,435 | $113.6 萬 | 0.12% | +20.0% | 加碼 |
| Ameritas Advisory Services, LLC | 5,441 | $113.7 萬 | 0.02% | +1,033+23.4% | 加碼 |
| GeoWealth Management, LLC | 5,442 | $113.7 萬 | 0.04% | −179−3.2% | 減碼 |
| Quilter Plc | 5,450 | $113.9 萬 | 0.02% | +180+3.4% | 加碼 |
| Ellevest, Inc. | 5,501 | $114.1 萬 | 0.13% | −370−6.3% | 減碼 |
| Resurgent Financial Advisors LLC | 5,465 | $114.2 萬 | 0.32% | +143+2.7% | 加碼 |
| Northern Financial Advisors Inc | 5,473 | $114.4 萬 | 0.76% | +20.0% | 加碼 |
| Heritage Wealth Advisors | 5,484 | $114.6 萬 | 0.04% | +3+0.1% | 加碼 |
| Argentarii, LLC | 5,337 | $114.8 萬 | 0.35% | +484+10.0% | 加碼 |
| United Community Bank | 5,496 | $114.9 萬 | 0.36% | +120+2.2% | 加碼 |
| SageView Advisory Group, LLC | 5,496 | $114.9 萬 | 0.04% | +1,033+23.1% | 加碼 |
| Wealth Effects LLC | 5,500 | $115.0 萬 | 0.31% | +500+10.0% | 加碼 |
| Eads & Heald Wealth Management | 5,507 | $115.1 萬 | 0.56% | −216−3.8% | 減碼 |
| Newbridge Financial Services Group, Inc. | 5,523 | $115.4 萬 | 0.14% | +5,002+960.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,534 | $115.7 萬 | 0.02% | +228+4.3% | 加碼 |
| Net Worth Advisory Group | 5,539 | $115.8 萬 | 0.29% | −147−2.6% | 減碼 |
| Wealth Science Advisors LLC | 5,563 | $116.3 萬 | 0.52% | +1,018+22.4% | 加碼 |
| Curbstone Financial Management Corp | 5,576 | $116.6 萬 | 0.20% | −100−1.8% | 減碼 |
| Berkshire Bank | 5,587 | $116.8 萬 | 0.22% | −430−7.1% | 減碼 |
| Sippican Capital Advisors | 5,593 | $116.9 萬 | 0.71% | 00.0% | 不變 |
| Rosenblum Silverman Sutton S F Inc | 5,596 | $117.0 萬 | 0.28% | −19−0.3% | 減碼 |
| Ocean Capital Management, LLC | 5,604 | $117.1 萬 | 0.22% | +22+0.4% | 加碼 |
| Whalen Wealth Management Inc. | 5,620 | $117.5 萬 | 0.53% | −917−14.0% | 減碼 |
| One Capital Management, LLC | 7,139 | $117.5 萬 | 0.03% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 5,628 | $117.6 萬 | 0.03% | +280+5.2% | 加碼 |
| Clear Wave Wealth Management LLC | 5,647 | $118.0 萬 | 0.26% | +50+0.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,650 | $118.1 萬 | 0.10% | −207−3.5% | 減碼 |
| Legacy Edge Advisors, LLC | 5,664 | $118.4 萬 | 0.11% | +2,600+84.9% | 加碼 |
| Rogco, LP | 5,668 | $118.5 萬 | 0.36% | 00.0% | 不變 |
| Roundview Capital LLC | 5,669 | $118.5 萬 | 0.06% | +988+21.1% | 加碼 |
| Portfolio Design Labs, LLC | 5,683 | $118.8 萬 | 0.19% | −251−4.2% | 減碼 |
| Evernest Financial Advisors, LLC | 5,700 | $119.2 萬 | 0.25% | +5+0.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 5,750 | $120.2 萬 | 0.07% | −37−0.6% | 減碼 |
| BKD Wealth Advisors, LLC | 5,811 | $121.5 萬 | 0.02% | +305+5.5% | 加碼 |
| Baron Wealth Management LLC | 5,817 | $121.6 萬 | 0.32% | +102+1.8% | 加碼 |
| Lee Danner & Bass Inc | 5,820 | $121.7 萬 | 0.07% | +6+0.1% | 加碼 |
| MBL Wealth, LLC | 5,829 | $121.9 萬 | 0.08% | +457+8.5% | 加碼 |
| Alliance Private Wealth, LLC | 5,834 | $122.0 萬 | 0.42% | −390−6.3% | 減碼 |
| YANKCOM Partnership | 5,840 | $122.1 萬 | 0.44% | −5−0.1% | 減碼 |
| Leelyn Smith, LLC | 5,845 | $122.2 萬 | 0.15% | +5+0.1% | 加碼 |
| Essex Financial Services, Inc. | 5,885 | $123.0 萬 | 0.06% | −677−10.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,947 | $124.3 萬 | 0.02% | −189−3.1% | 減碼 |
| Berger Financial Group, Inc | 5,970 | $124.8 萬 | 0.06% | −11−0.2% | 減碼 |
| Goldstone Financial Group, LLC | 5,990 | $125.2 萬 | 0.11% | −416−6.5% | 減碼 |
| Cornerstone Wealth Group, LLC | 6,001 | $125.4 萬 | 0.07% | +558+10.3% | 加碼 |
| SlateStone Wealth, LLC | 6,026 | $126.0 萬 | 0.10% | −99−1.6% | 減碼 |
| Atlantic Union Bankshares Corp | 6,043 | $126.3 萬 | 0.02% | −551−8.4% | 減碼 |
| Guardian Partners Inc. | 6,059 | $126.7 萬 | 0.11% | −150−2.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 6,060 | $126.7 萬 | 0.24% | −622−9.3% | 減碼 |
| Klingman & Associates, LLC | 6,070 | $126.9 萬 | 0.05% | −709−10.5% | 減碼 |
| Strategic Blueprint, LLC | 6,091 | $127.3 萬 | 0.06% | +347+6.0% | 加碼 |
| LM Advisors LLC | 6,120 | $128.4 萬 | 0.15% | +5,113+507.7% | 加碼 |
| Versant Capital Management, Inc | 6,154 | $128.6 萬 | 0.12% | −529−7.9% | 減碼 |
| Everest Financial Group LLC | 6,166 | $128.9 萬 | 0.17% | −65−1.0% | 減碼 |
| Vigil Wealth Management, LLC | 6,170 | $129.0 萬 | 0.92% | 00.0% | 不變 |
| PCM Encore, LLC | 6,183 | $129.3 萬 | 0.23% | −95−1.5% | 減碼 |
| Fortitude Advisory Group L.L.C. | 6,194 | $129.5 萬 | 0.49% | 00.0% | 不變 |
| Souders Financial Advisors | 6,196 | $129.5 萬 | 0.13% | +464+8.1% | 加碼 |
| Somerville Kurt F | 6,200 | $129.6 萬 | 0.31% | 00.0% | 不變 |
| Churchill Financial Advisors, LLC | 6,205 | $129.7 萬 | 0.25% | −500−7.5% | 減碼 |
| Charles Schwab Trust Co | 6,211 | $129.8 萬 | 0.07% | +305+5.2% | 加碼 |
| Mechanics Financial Corp | 6,221 | $130.0 萬 | 0.47% | +33+0.5% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $130.5 萬 | 0.46% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 6,263 | $130.9 萬 | 0.04% | +817+15.0% | 加碼 |
| RMR Wealth Builders | 6,308 | $131.9 萬 | 0.08% | −230−3.5% | 減碼 |
| Fortress Private Ledger, LLC | 6,324 | $132.2 萬 | 0.36% | +651+11.5% | 加碼 |
| RiverFront Investment Group, LLC | 6,330 | $132.3 萬 | 0.02% | −1,724−21.4% | 減碼 |
| Hamilton Capital, LLC | 6,332 | $132.4 萬 | 0.07% | −64−1.0% | 減碼 |
| Childress Capital Advisors, LLC | 6,381 | $133.4 萬 | 0.22% | −150−2.3% | 減碼 |
| Csenge Advisory Group | 6,384 | $133.5 萬 | 0.05% | −211−3.2% | 減碼 |
| Jmac Enterprises LLC | 6,400 | $133.8 萬 | 0.23% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 6,449 | $134.8 萬 | 0.16% | +659+11.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 6,461 | $135.1 萬 | 0.03% | +581+9.9% | 加碼 |
| Main Street Financial Solutions, LLC | 6,471 | $135.3 萬 | 0.09% | +1,608+33.1% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $135.3 萬 | 0.08% | 00.0% | 不變 |
| Robotti Robert | 6,500 | $135.9 萬 | 0.22% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 6,502 | $135.9 萬 | 0.02% | +1,492+29.8% | 加碼 |
| First Foundation Advisors | 6,509 | $136.1 萬 | 0.05% | +517+8.6% | 加碼 |
| Longfellow Investment Management Co LLC | 6,532 | $136.5 萬 | 0.28% | −1,353−17.2% | 減碼 |
| Independent Investors Inc | 6,533 | $136.6 萬 | 0.26% | −250−3.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,556 | $137.0 萬 | 0.05% | +28+0.4% | 加碼 |
| Machina Capital S.A.S. | 6,577 | $137.5 萬 | 0.22% | +736+12.6% | 加碼 |
| Zions Bancorporation, National Association | 6,581 | $137.6 萬 | 0.08% | −491−6.9% | 減碼 |
| Signal Advisors Wealth, LLC | 6,602 | $138.0 萬 | 0.07% | −268−3.9% | 減碼 |
| Harbor Advisors LLC | 6,608 | $138.1 萬 | 0.17% | 00.0% | 不變 |
| Empire Financial Management Company, LLC | 6,628 | $138.6 萬 | 0.55% | −30−0.5% | 減碼 |
| Indivisible Partners | 6,642 | $138.9 萬 | 0.08% | +2,108+46.5% | 加碼 |
| HBK Sorce Advisory LLC | 6,384 | $139.3 萬 | 0.03% | −64−1.0% | 減碼 |
| Fiduciary Family Office, LLC | 6,667 | $139.4 萬 | 0.35% | +1,435+27.4% | 加碼 |
| ARS Investment Partners, LLC | 6,679 | $139.6 萬 | 0.06% | −176,978−96.4% | 減碼 |
| Verity & Verity, LLC | 6,698 | $140.0 萬 | 0.10% | −865−11.4% | 減碼 |
| LS Investment Advisors, LLC | 6,700 | $140.1 萬 | 0.19% | +185+2.8% | 加碼 |
| Meridian Investment Counsel Inc. | 6,710 | $140.3 萬 | 0.30% | 00.0% | 不變 |
| Canton Hathaway, LLC | 6,725 | $140.6 萬 | 0.27% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 6,761 | $141.3 萬 | 0.40% | +5+0.1% | 加碼 |
| Facet Wealth, Inc. | 6,794 | $142.0 萬 | 0.02% | +1,722+34.0% | 加碼 |