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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 6,806 | $142.3 萬 | 0.32% | −7,158−51.3% | 減碼 |
| Empower Advisory Group, LLC | 6,815 | $142.5 萬 | 0.00% | +405+6.3% | 加碼 |
| Trust Point Inc. | 6,819 | $142.5 萬 | 0.12% | +144+2.2% | 加碼 |
| L2 Asset Management, LLC | 6,845 | $143.1 萬 | 0.15% | +400+6.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,855 | $143.3 萬 | 0.36% | 00.0% | 不變 |
| Investors Research Corp | 6,883 | $143.9 萬 | 0.26% | −20−0.3% | 減碼 |
| Visionary Wealth Advisors | 6,887 | $144.0 萬 | 0.06% | +121+1.8% | 加碼 |
| Prosperity Consulting Group, LLC | 6,904 | $144.3 萬 | 0.05% | +733+11.9% | 加碼 |
| PDS Planning, Inc | 6,927 | $144.8 萬 | 0.08% | +295+4.4% | 加碼 |
| Delphi Management Inc | 6,942 | $145.1 萬 | 1.42% | +5+0.1% | 加碼 |
| Cim Investment Mangement Inc | 6,963 | $145.6 萬 | 0.35% | −665−8.7% | 減碼 |
| Owen LaRue, LLC | 6,964 | $145.6 萬 | 0.51% | +6,964 | 新進 |
| Perfromance Wealth Partners, LLC | 6,998 | $146.3 萬 | 0.04% | +3,463+98.0% | 加碼 |
| Evansbrook LLC | 7,016 | $146.7 萬 | 0.87% | 00.0% | 不變 |
| Welch & Forbes LLC | 7,026 | $146.9 萬 | 0.02% | +1,369+24.2% | 加碼 |
| Atticus Wealth Management, LLC | 7,031 | $147.0 萬 | 0.35% | +997+16.5% | 加碼 |
| Cooper Financial Group | 7,055 | $147.5 萬 | 0.12% | +443+6.7% | 加碼 |
| NBH Bank | 7,077 | $147.9 萬 | 0.62% | +7,077 | 新進 |
| Paladin Wealth, LLC | 7,079 | $148.0 萬 | 0.86% | −208−2.9% | 減碼 |
| Grandview Asset Management LLC | 6,959 | $148.5 萬 | 0.37% | +542+8.4% | 加碼 |
| Cidel Asset Management Inc | 7,124 | $148.9 萬 | 0.07% | −165−2.3% | 減碼 |
| Baker Avenue Asset Management, LP | 7,154 | $149.5 萬 | 0.03% | +443+6.6% | 加碼 |
| Personal Cfo Solutions, LLC | 7,157 | $149.6 萬 | 0.22% | +216+3.1% | 加碼 |
| Harrell Investment Partners, LLC | 7,163 | $149.7 萬 | 0.32% | +240+3.5% | 加碼 |
| Bull Street Advisors, LLC | 7,170 | $149.9 萬 | 0.68% | −15−0.2% | 減碼 |
| Harbour Investments, Inc. | 7,199 | $150.5 萬 | 0.02% | +457+6.8% | 加碼 |
| Asset Dedication, LLC | 7,200 | $150.5 萬 | 0.09% | −101−1.4% | 減碼 |
| Accurate Wealth Management, LLC | 6,808 | $151.3 萬 | 0.14% | +605+9.8% | 加碼 |
| Mindset Wealth Management, LLC | 7,283 | $152.3 萬 | 0.29% | +614+9.2% | 加碼 |
| Destination Wealth Management | 7,291 | $152.4 萬 | 0.04% | +727+11.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,310 | $152.8 萬 | 0.08% | −545−6.9% | 減碼 |
| Financial Engines Advisors L.L.C. | 7,326 | $153.1 萬 | 0.00% | −148−2.0% | 減碼 |
| Orion Capital Management LLC | 7,350 | $153.6 萬 | 0.48% | −310−4.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,392 | $154.5 萬 | 0.13% | +23+0.3% | 加碼 |
| Davidson Capital Management Inc. | 7,410 | $154.9 萬 | 0.25% | +151+2.1% | 加碼 |
| Grove Bank & Trust | 7,416 | $155.0 萬 | 0.15% | +10.0% | 加碼 |
| WESPAC Advisors SoCal, LLC | 7,428 | $155.3 萬 | 0.28% | +336+4.7% | 加碼 |
| Saiph Capital, LLC | 7,435 | $155.4 萬 | 0.47% | +2,821+61.1% | 加碼 |
| Genesee Capital Advisors, LLC | 7,460 | $155.9 萬 | 0.49% | +903+13.8% | 加碼 |
| Zhang Financial LLC | 7,462 | $156.0 萬 | 0.05% | +420+6.0% | 加碼 |
| Forum Financial Management, LP | 7,469 | $156.1 萬 | 0.02% | −5,494−42.4% | 減碼 |
| Clarendon Private LLC | 7,475 | $156.3 萬 | 1.00% | +213+2.9% | 加碼 |
| Summit Wealth Partners, LLC | 7,495 | $156.7 萬 | 0.22% | +85+1.1% | 加碼 |
| Hills Bank & Trust Co | 7,495 | $156.7 萬 | 0.07% | +93+1.3% | 加碼 |
| Operose Advisors LLC | 7,506 | $156.9 萬 | 0.30% | −399−5.0% | 減碼 |
| Sompo Asset Management Co., Ltd. | 7,510 | $157.0 萬 | 0.26% | −120−1.6% | 減碼 |
| Carmel Capital Partners, LLC | 7,535 | $157.5 萬 | 0.52% | −7−0.1% | 減碼 |
| Pacitti Group Inc. | 7,571 | $158.3 萬 | 0.50% | +448+6.3% | 加碼 |
| Icon Wealth Advisors, LLC | 7,584 | $158.5 萬 | 0.10% | −53−0.7% | 減碼 |
| Breakwater Capital Group | 7,596 | $158.8 萬 | 0.19% | −156−2.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,600 | $158.9 萬 | 0.07% | −87−1.1% | 減碼 |
| Bank of Stockton | 7,631 | $159.5 萬 | 0.45% | −242−3.1% | 減碼 |
| IFG Advisors, LLC | 7,632 | $159.5 萬 | 0.22% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 7,648 | $159.9 萬 | 0.07% | +1,429+23.0% | 加碼 |
| Angeles Wealth Management, LLC | 7,661 | $160.1 萬 | 0.07% | −9−0.1% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 7,689 | $160.7 萬 | 0.41% | −490−6.0% | 減碼 |
| Peoples Financial Services Corp. | 7,691 | $160.8 萬 | 0.69% | +35+0.5% | 加碼 |
| South Plains Financial, Inc. | 7,694 | $160.8 萬 | 0.86% | −86−1.1% | 減碼 |
| Lawood & Co | 7,726 | $161.5 萬 | 1.09% | −200−2.5% | 減碼 |
| BluePath Capital Management, LLC | 7,742 | $161.8 萬 | 0.89% | −16−0.2% | 減碼 |
| Dempze Nancy E | 7,783 | $162.7 萬 | 0.78% | −800−9.3% | 減碼 |
| Aprio Wealth Management, LLC | 7,786 | $162.8 萬 | 0.08% | +280+3.7% | 加碼 |
| RFG Advisory, LLC | 7,787 | $162.8 萬 | 0.03% | +1,115+16.7% | 加碼 |
| Soltis Investment Advisors LLC | 7,790 | $162.8 萬 | 0.09% | +306+4.1% | 加碼 |
| Numerai GP LLC | 7,795 | $162.9 萬 | 0.13% | −1,231−13.6% | 減碼 |
| Venturi Wealth Management, LLC | 7,802 | $163.1 萬 | 0.06% | −39−0.5% | 減碼 |
| Corsair Capital Management, L.P. | 7,815 | $163.4 萬 | 0.21% | 00.0% | 不變 |
| KPP Advisory Services LLC | 7,872 | $164.5 萬 | 0.21% | −115−1.4% | 減碼 |
| CX Institutional | 7,892 | $165.0 萬 | 0.05% | −23−0.3% | 減碼 |
| Johnson Investment Counsel Inc | 7,894 | $165.0 萬 | 0.01% | +1,018+14.8% | 加碼 |
| Tandem Capital Management Corp | 7,916 | $165.5 萬 | 0.70% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 7,918 | $165.5 萬 | 0.06% | +1,843+30.3% | 加碼 |
| Westco Advisory Services Inc | 7,920 | $165.6 萬 | 1.00% | +595+8.1% | 加碼 |
| Ayrshire Capital Management LLC | 7,926 | $165.7 萬 | 0.78% | +7,926 | 新進 |
| Busey Wealth Management | 7,966 | $166.5 萬 | 0.04% | −448−5.3% | 減碼 |
| Old National Bancorp | 7,970 | $166.6 萬 | 0.03% | +480+6.4% | 加碼 |
| CFS Investment Advisory Services, LLC | 7,805 | $167.0 萬 | 0.11% | +63+0.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 7,996 | $167.1 萬 | 0.10% | −471−5.6% | 減碼 |
| Ulysses Management LLC | 8,000 | $167.2 萬 | 0.58% | +8,000 | 新進 |
| Gateway Wealth Partners, LLC | 8,023 | $167.7 萬 | 0.10% | −2,284−22.2% | 減碼 |
| Sage Rhino Capital LLC | 8,032 | $167.9 萬 | 0.28% | −223−2.7% | 減碼 |
| Polymer Capital Management (HK) LTD | 8,034 | $167.9 萬 | 0.17% | +8,034 | 新進 |
| Buckley Wealth Management, LLC | 8,040 | $168.0 萬 | 0.42% | −1,455−15.3% | 減碼 |
| Sather Financial Group Inc | 8,041 | $168.1 萬 | 0.10% | 00.0% | 不變 |
| TigerOak Management, L.L.C. | 8,053 | $168.3 萬 | 0.47% | +100+1.3% | 加碼 |
| Arjuna Capital | 8,069 | $168.7 萬 | 0.38% | +8,069 | 新進 |
| Abacus Wealth Partners, LLC | 8,086 | $169.0 萬 | 0.18% | −1,203−13.0% | 減碼 |
| Viewpoint Capital Management LLC | 8,094 | $169.2 萬 | 0.86% | −3,800−31.9% | 減碼 |
| SBI Securities Co., Ltd. | 8,096 | $169.2 萬 | 0.04% | −799−9.0% | 減碼 |
| CenterBook Partners LP | 8,123 | $169.8 萬 | 0.08% | +5,977+278.5% | 加碼 |
| ING Groep NV | 8,132 | $170.0 萬 | 0.01% | −46,508−85.1% | 減碼 |
| TRUE Private Wealth Advisors | 8,155 | $170.5 萬 | 0.15% | +7+0.1% | 加碼 |
| Secured Retirement Advisors, LLC | 8,176 | $170.9 萬 | 0.88% | +8,176 | 新進 |
| Catalyst Financial Partners LLC | 8,193 | $171.3 萬 | 0.17% | +227+2.8% | 加碼 |
| E&G Advisors, LP | 8,194 | $171.3 萬 | 0.33% | 00.0% | 不變 |
| Anchyra Partners LLC | 8,203 | $171.5 萬 | 0.41% | +4,094+99.6% | 加碼 |
| Herold Advisors, Inc. | 8,232 | $172.0 萬 | 0.34% | +64+0.8% | 加碼 |
| Financial Management Professionals, Inc. | 8,245 | $172.4 萬 | 0.16% | +52+0.6% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 8,250 | $172.5 萬 | 0.72% | +863+11.7% | 加碼 |
| bLong Financial, LLC | 8,259 | $172.6 萬 | 1.12% | −100−1.2% | 減碼 |