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
2026 年第 3 季的資料還在陸續進來，目前 6 家機構申報持有 MS。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| NVWM, LLC | 14,179 | $296.4 萬 | 0.60% | −471−3.2% | 減碼 |
| Trust Investment Advisors | 14,275 | $298.4 萬 | 1.43% | −300−2.1% | 減碼 |
| Parsons Capital Management Inc | 14,301 | $298.9 萬 | 0.14% | +1,971+16.0% | 加碼 |
| Ronald Blue Trust, Inc. | 14,316 | $299.2 萬 | 0.03% | −1,080−7.0% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 14,315 | $299.3 萬 | 0.00% | +5,017+54.0% | 加碼 |
| Granite Group Advisors, LLC | 14,335 | $299.7 萬 | 1.78% | −1,926−11.8% | 減碼 |
| Mystic Asset Management, Inc. | 14,344 | $299.8 萬 | 0.64% | −330−2.2% | 減碼 |
| Surience Private Wealth LLC | 14,355 | $300.1 萬 | 2.64% | +14,355 | 新進 |
| EverSource Wealth Advisors, LLC | 14,380 | $300.6 萬 | 0.10% | −8,694−37.7% | 減碼 |
| BCS Private Wealth Management, Inc. | 14,447 | $302.0 萬 | 0.91% | −2,334−13.9% | 減碼 |
| New England Research & Management, Inc. | 14,450 | $302.1 萬 | 1.18% | +500+3.6% | 加碼 |
| BOK Financial Private Wealth, Inc. | 14,460 | $302.3 萬 | 0.16% | −1,331−8.4% | 減碼 |
| Valeo Financial Advisors, LLC | 14,476 | $302.6 萬 | 0.06% | +655+4.7% | 加碼 |
| Interchange Capital Partners, LLC | 14,583 | $304.8 萬 | 0.57% | +1,932+15.3% | 加碼 |
| Arrow Financial Corp | 14,622 | $305.7 萬 | 0.27% | −566−3.7% | 減碼 |
| Hall Laurie J Trustee | 14,625 | $305.7 萬 | 0.95% | −250−1.7% | 減碼 |
| Quent Capital, LLC | 14,689 | $307.1 萬 | 0.19% | +348+2.4% | 加碼 |
| 71 West Capital Partners | 14,698 | $307.2 萬 | 0.11% | +3,917+36.3% | 加碼 |
| Norden Group LLC | 14,722 | $307.7 萬 | 0.25% | +850+6.1% | 加碼 |
| Rothschild Investment LLC | 14,730 | $307.9 萬 | 0.12% | +6,797+85.7% | 加碼 |
| Mather Group, LLC. | 14,757 | $308.5 萬 | 0.03% | +1,570+11.9% | 加碼 |
| Freedom Day Solutions, LLC | 14,783 | $309.0 萬 | 0.68% | −284−1.9% | 減碼 |
| Insigneo Advisory Services, LLC | 14,784 | $309.0 萬 | 0.12% | −135−0.9% | 減碼 |
| Capital Group Private Client Services, Inc. | 14,787 | $309.1 萬 | 0.04% | −13,281−47.3% | 減碼 |
| Stevens Capital Management LP | 14,839 | $310.2 萬 | 0.74% | +6,865+86.1% | 加碼 |
| 1st Source Bank | 14,859 | $310.6 萬 | 0.14% | +42+0.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 14,865 | $310.7 萬 | 0.19% | +188+1.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 14,879 | $311.0 萬 | 0.04% | +6,604+79.8% | 加碼 |
| CFM Wealth Partners LLC | 14,963 | $312.8 萬 | 0.40% | 00.0% | 不變 |
| Advent Capital Management | 15,000 | $313.6 萬 | 0.07% | −3,000−16.7% | 減碼 |
| Decatur Capital Management, Inc. | 15,004 | $313.6 萬 | 1.06% | +10.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,084 | $315.3 萬 | 0.15% | −202−1.3% | 減碼 |
| AMG National Trust Bank | 15,112 | $315.9 萬 | 0.06% | −3,474−18.7% | 減碼 |
| Advisors Capital Management, LLC | 15,137 | $316.4 萬 | 0.03% | +339+2.3% | 加碼 |
| Nicolet Bankshares Inc | 14,737 | $316.6 萬 | 0.10% | −878−5.6% | 減碼 |
| Polymer Capital Management (US) LLC | 15,224 | $318.2 萬 | 0.47% | +13,338+707.2% | 加碼 |
| P.A.W. Capital Corp | 15,295 | $319.7 萬 | 2.45% | −580−3.7% | 減碼 |
| Wedmont Private Capital | 14,551 | $323.4 萬 | 0.09% | +125+0.9% | 加碼 |
| White Pine Capital LLC | 15,485 | $323.7 萬 | 0.76% | −62−0.4% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 15,505 | $324.1 萬 | 0.17% | +892+6.1% | 加碼 |
| OmniStar Financial Group, Inc. | 15,523 | $324.5 萬 | 1.50% | +1,143+7.9% | 加碼 |
| Bahl & Gaynor Inc | 15,590 | $325.9 萬 | 0.02% | +83+0.5% | 加碼 |
| Texas Yale Capital Corp. | 15,615 | $326.4 萬 | 0.07% | +100+0.6% | 加碼 |
| Wolff Wiese Magana LLC | 15,630 | $326.7 萬 | 1.50% | −180−1.1% | 減碼 |
| Ascent Group, LLC | 15,659 | $327.3 萬 | 0.10% | +68+0.4% | 加碼 |
| Capstone Investment Advisors, LLC | 15,683 | $327.8 萬 | 0.02% | −12,520−44.4% | 減碼 |
| Virtu Financial LLC | 15,741 | $329.0 萬 | 0.10% | +15,741 | 新進 |
| AlTi Global, Inc. | 15,759 | $329.4 萬 | 0.07% | +116+0.7% | 加碼 |
| Aspen Grove Capital, LLC | 15,767 | $329.6 萬 | 0.47% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 15,812 | $330.5 萬 | 0.23% | −99−0.6% | 減碼 |
| Vanguard Capital Wealth Advisors | 15,886 | $332.1 萬 | 2.25% | +3,625+29.6% | 加碼 |
| Compton Wealth Advisory Group, LLC | 15,698 | $332.6 萬 | 0.67% | −134−0.8% | 減碼 |
| Checchi Capital Advisers, LLC | 15,974 | $333.9 萬 | 0.21% | −66−0.4% | 減碼 |
| Graphene Investments SAS | 16,000 | $334.5 萬 | 1.95% | −3,200−16.7% | 減碼 |
| Cherokee Insurance Co | 16,000 | $334.5 萬 | 1.29% | 00.0% | 不變 |
| GAM Holding AG | 16,081 | $336.2 萬 | 0.26% | −1,240−7.2% | 減碼 |
| IPG Investment Advisors LLC | 16,099 | $336.5 萬 | 0.48% | −70.0% | 減碼 |
| Consolidated Planning Corp | 16,113 | $336.8 萬 | 0.45% | +499+3.2% | 加碼 |
| Belpointe Asset Management LLC | 16,153 | $337.7 萬 | 0.11% | −1,172−6.8% | 減碼 |
| Brighton Jones LLC | 16,168 | $338.0 萬 | 0.06% | +1,651+11.4% | 加碼 |
| D L Carlson Investment Group Inc | 16,219 | $339.0 萬 | 0.54% | −1,957−10.8% | 減碼 |
| King Luther Capital Management Corp | 16,280 | $340.3 萬 | 0.01% | −642−3.8% | 減碼 |
| Cookson Peirce & Co Inc | 16,346 | $341.7 萬 | 0.11% | −1,598−8.9% | 減碼 |
| IFC Advisors LLC | 16,353 | $341.8 萬 | 0.43% | −433−2.6% | 減碼 |
| Institute for Wealth Management, LLC. | 16,397 | $342.8 萬 | 0.30% | −273−1.6% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 16,065 | $343.7 萬 | 1.83% | +16,065 | 新進 |
| Waterfront Wealth Inc. | 15,491 | $344.3 萬 | 0.53% | +117+0.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,660 | $348.3 萬 | 0.05% | −504−2.9% | 減碼 |
| Shaker Investments LLC | 16,683 | $348.7 萬 | 1.25% | −122−0.7% | 減碼 |
| Quantbot Technologies LP | 16,710 | $349.3 萬 | 0.14% | −24,590−59.5% | 減碼 |
| Koshinski Asset Management, Inc. | 16,785 | $350.9 萬 | 0.19% | −1,706−9.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,891 | $353.1 萬 | 0.01% | −2,499−12.9% | 減碼 |
| Harvest Investment Advisors, LLC | 16,925 | $353.8 萬 | 1.76% | −59−0.3% | 減碼 |
| Heritage Trust Co | 16,987 | $355.1 萬 | 0.31% | +704+4.3% | 加碼 |
| Cacti Asset Management LLC | 17,000 | $355.4 萬 | 0.18% | −1,500−8.1% | 減碼 |
| Cornerstone Planning, LLC | 17,029 | $356.0 萬 | 0.82% | +318+1.9% | 加碼 |
| Dynasty Wealth Management, LLC | 17,058 | $356.6 萬 | 0.03% | −499−2.8% | 減碼 |
| Grimes & Company, Inc. | 17,093 | $357.3 萬 | 0.08% | +5,459+46.9% | 加碼 |
| Capital Investment Counsel, Inc | 17,126 | $358.0 萬 | 0.39% | −300−1.7% | 減碼 |
| Abbot Financial Management, Inc. | 17,140 | $358.3 萬 | 1.32% | −135−0.8% | 減碼 |
| Somerset Trust Co | 17,165 | $358.8 萬 | 1.01% | +327+1.9% | 加碼 |
| Intrust Bank NA | 17,229 | $360.2 萬 | 0.27% | −9−0.1% | 減碼 |
| JPL Wealth Management, LLC | 17,278 | $361.2 萬 | 0.72% | −236−1.3% | 減碼 |
| Mission Wealth Management, LP | 17,293 | $361.5 萬 | 0.05% | +9,172+112.9% | 加碼 |
| Systematic Alpha Investments, LLC | 17,326 | $362.2 萬 | 0.10% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 17,403 | $363.8 萬 | 0.09% | −33,565−65.9% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 17,409 | $363.9 萬 | 0.96% | −385−2.2% | 減碼 |
| Titan Investment Management LLC | 17,651 | $369.0 萬 | 2.73% | +3,416+24.0% | 加碼 |
| Bradley Foster & Sargent Inc | 17,684 | $369.7 萬 | 0.05% | +99+0.6% | 加碼 |
| Hudson Canyon Capital Management | 17,694 | $369.9 萬 | 1.98% | −590−3.2% | 減碼 |
| Mutual Advisors, LLC | 17,739 | $370.8 萬 | 0.07% | +1,912+12.1% | 加碼 |
| Wakefield Asset Management LLLP | 17,741 | $370.9 萬 | 0.83% | +283+1.6% | 加碼 |
| Acropolis Investment Management, LLC | 17,770 | $371.5 萬 | 0.15% | −669−3.6% | 減碼 |
| Oak Asset Management, LLC | 17,873 | $373.6 萬 | 1.20% | −300−1.7% | 減碼 |
| Prudent Man Advisors, LLC | 17,951 | $375.2 萬 | 0.86% | −674−3.6% | 減碼 |
| Frec Markets, Inc. | 17,951 | $375.2 萬 | 0.34% | +6,757+60.4% | 加碼 |
| Vestor Capital, LLC | 10,066 | $375.5 萬 | 0.32% | −215,215−95.5% | 減碼 |
| Diversify Wealth Management, LLC | 17,538 | $376.3 萬 | 0.06% | −21−0.1% | 減碼 |
| Diversify Advisory Services, LLC | 17,538 | $376.3 萬 | 0.06% | +16,255+1,267.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 18,033 | $377.0 萬 | 0.49% | +799+4.6% | 加碼 |