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 |
|---|---|---|---|---|---|
| Family Management Corp | 18,042 | $377.1 萬 | 0.40% | −305−1.7% | 減碼 |
| SHP Wealth Management | 18,053 | $377.4 萬 | 0.26% | +32+0.2% | 加碼 |
| Hantz Financial Services, Inc. | 18,097 | $378.3 萬 | 0.05% | +365+2.1% | 加碼 |
| Centaurus Financial, Inc. | 18,122 | $378.8 萬 | 0.15% | −1,983−9.9% | 減碼 |
| Prospera Financial Services Inc | 18,136 | $379.3 萬 | 0.06% | −4,743−20.7% | 減碼 |
| Dark Forest Capital Management LP | 18,286 | $382.3 萬 | 0.25% | +18,286 | 新進 |
| Howland Capital Management LLC | 18,351 | $383.6 萬 | 0.14% | −290−1.6% | 減碼 |
| Donoghue Forlines LLC | 18,355 | $383.7 萬 | 0.99% | +18,355 | 新進 |
| Resources Investment Advisors, LLC. | 18,450 | $385.7 萬 | 0.03% | +1,712+10.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 18,481 | $386.3 萬 | 0.04% | −50.0% | 減碼 |
| LOM Asset Management Ltd | 18,511 | $387.0 萬 | 1.00% | +692+3.9% | 加碼 |
| Hunter Associates Investment Management LLC | 18,530 | $387.7 萬 | 0.45% | −1,051−5.4% | 減碼 |
| KCM Investment Advisors LLC | 18,605 | $388.9 萬 | 0.12% | −253−1.3% | 減碼 |
| PFG Investments, LLC | 18,636 | $389.6 萬 | 0.15% | +474+2.6% | 加碼 |
| Bridgewater Associates, LP | 18,729 | $391.5 萬 | 0.02% | +3,967+26.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,781 | $392.6 萬 | 0.27% | +5,325+39.6% | 加碼 |
| MainStreet Investment Advisors LLC | 18,809 | $393.2 萬 | 0.54% | −463−2.4% | 減碼 |
| Crestwood Advisors Group LLC | 18,879 | $394.7 萬 | 0.06% | +308+1.7% | 加碼 |
| Caldwell Trust Co | 18,896 | $395.0 萬 | 0.32% | +277+1.5% | 加碼 |
| Modern Wealth Management, LLC | 19,071 | $398.7 萬 | 0.05% | +9,189+93.0% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 19,096 | $399.2 萬 | 0.05% | +19,096 | 新進 |
| Lipe & Dalton | 19,101 | $399.3 萬 | 1.86% | −1,424−6.9% | 減碼 |
| Rydar Equities, Inc. | 18,406 | $401.1 萬 | 2.26% | +1,152+6.7% | 加碼 |
| Insight Inv LLC | 19,192 | $401.2 萬 | 1.89% | +256+1.4% | 加碼 |
| SeaBridge Investment Advisors LLC | 19,296 | $403.4 萬 | 0.58% | +4,299+28.7% | 加碼 |
| Talon Private Wealth, LLC | 19,309 | $403.6 萬 | 0.47% | +3,228+20.1% | 加碼 |
| Snowden Capital Advisors LLC | 19,354 | $404.6 萬 | 0.10% | +832+4.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 19,496 | $407.5 萬 | 0.05% | +1,391+7.7% | 加碼 |
| Sumitomo Life Insurance Co | 19,712 | $412.1 萬 | 0.07% | −1,140−5.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,049 | $419.1 萬 | 0.04% | −485−2.4% | 減碼 |
| Baldwin Investment Management, LLC | 20,065 | $419.4 萬 | 0.41% | +564+2.9% | 加碼 |
| Werlinich Asset Management, LLC | 20,100 | $420.2 萬 | 1.61% | 00.0% | 不變 |
| Schear Investment Advisers, LLC | 20,156 | $421.3 萬 | 1.41% | +776+4.0% | 加碼 |
| MidFirst Bank | 20,180 | $421.8 萬 | 0.30% | −109−0.5% | 減碼 |
| Capital Investment Advisors, LLC | 20,219 | $422.7 萬 | 0.06% | +403+2.0% | 加碼 |
| Syon Capital LLC | 20,251 | $423.3 萬 | 0.18% | −1,705−7.8% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 20,256 | $423.4 萬 | 0.22% | −239−1.2% | 減碼 |
| Alcosta Capital Management, Inc. | 20,520 | $429.0 萬 | 2.90% | −1,246−5.7% | 減碼 |
| BFI Infinity Ltd. | 20,573 | $430.1 萬 | 2.07% | +20,573 | 新進 |
| Alaethes Wealth LLC | 20,612 | $430.9 萬 | 1.25% | −34−0.2% | 減碼 |
| Coastline Trust Co | 20,616 | $431.0 萬 | 0.38% | −85−0.4% | 減碼 |
| Choate Investment Advisors | 20,657 | $431.8 萬 | 0.08% | −2,866−12.2% | 減碼 |
| Hurley Capital, LLC | 20,673 | $432.2 萬 | 2.24% | +10.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 20,727 | $433.3 萬 | 0.09% | −7,732−27.2% | 減碼 |
| Axecap Investments, LLC | 20,866 | $436.2 萬 | 2.41% | +13,114+169.2% | 加碼 |
| Core Alternative Capital | 20,876 | $436.4 萬 | 1.31% | −10,198−32.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 20,966 | $438.3 萬 | 0.37% | +20,966 | 新進 |
| Redhawk Wealth Advisors, Inc. | 21,051 | $440.0 萬 | 0.43% | −947−4.3% | 減碼 |
| Huntleigh Advisors, Inc. | 21,101 | $441.1 萬 | 0.62% | +1,816+9.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 21,138 | $441.9 萬 | 0.30% | +45+0.2% | 加碼 |
| Evergreen Capital Management LLC | 21,183 | $442.8 萬 | 0.08% | +5,891+38.5% | 加碼 |
| Pensionmark Financial Group, LLC | 26,428 | $443.8 萬 | 0.07% | −2,127−7.4% | 減碼 |
| William B. Walkup & Associates, Inc. | 21,294 | $445.1 萬 | 2.14% | −458−2.1% | 減碼 |
| Asio Capital, LLC | 21,310 | $445.5 萬 | 0.57% | −1,415−6.2% | 減碼 |
| Steel Peak Wealth Management LLC | 21,415 | $447.7 萬 | 0.12% | +1,343+6.7% | 加碼 |
| Amica Mutual Insurance Co | 21,438 | $448.1 萬 | 0.37% | −7,092−24.9% | 減碼 |
| First National Advisers, LLC | 21,543 | $450.3 萬 | 0.63% | −1,296−5.7% | 減碼 |
| Earnest Partners LLC | 21,592 | $451.4 萬 | 0.02% | −464−2.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 21,746 | $454.6 萬 | 0.09% | −247−1.1% | 減碼 |
| IFP Advisors, Inc | 21,762 | $454.9 萬 | 0.08% | +2,185+11.2% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $455.7 萬 | 0.13% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 21,805 | $455.8 萬 | 0.05% | +628+3.0% | 加碼 |
| TCTC Holdings, LLC | 21,831 | $456.4 萬 | 0.12% | +69+0.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,892 | $457.6 萬 | 0.02% | −95,176−81.3% | 減碼 |
| Spartan Wealth Advisory Services LLC | 21,928 | $458.4 萬 | 0.38% | −383−1.7% | 減碼 |
| IFG Advisory, LLC | 21,966 | $459.2 萬 | 0.16% | +21,966 | 新進 |
| StoneX Group Inc. | 22,011 | $460.1 萬 | 0.19% | −1,144−4.9% | 減碼 |
| Twin Capital Management Inc | 22,058 | $461.1 萬 | 0.50% | +8,140+58.5% | 加碼 |
| YHB Investment Advisors, Inc. | 22,118 | $462.4 萬 | 0.30% | −175−0.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 22,168 | $463.4 萬 | 0.09% | −7,000−24.0% | 減碼 |
| VCI Wealth Management LLC | 22,306 | $466.3 萬 | 1.17% | +9,947+80.5% | 加碼 |
| Meridian Wealth Advisors, LLC | 22,420 | $468.7 萬 | 0.53% | +675+3.1% | 加碼 |
| Smartleaf Asset Management LLC | 22,195 | $469.9 萬 | 0.15% | 00.0% | 不變 |
| Am Investment Strategies LLC | 22,533 | $471.0 萬 | 0.90% | +101+0.5% | 加碼 |
| Lighthouse Financial Services Inc | 22,369 | $473.9 萬 | 1.00% | −251−1.1% | 減碼 |
| Aaron Wealth Advisors | 22,707 | $474.7 萬 | 0.24% | +1,694+8.1% | 加碼 |
| Krilogy Financial LLC | 22,726 | $475.1 萬 | 0.14% | +1,168+5.4% | 加碼 |
| Savvy Advisors, Inc. | 22,754 | $475.6 萬 | 0.10% | +5,267+30.1% | 加碼 |
| Leavell Investment Management, Inc. | 22,781 | $476.2 萬 | 0.17% | +183+0.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 22,802 | $476.7 萬 | 0.06% | +50+0.2% | 加碼 |
| F/M Investments LLC | 22,804 | $476.7 萬 | 0.24% | +3,602+18.8% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 22,833 | $477.3 萬 | 0.41% | +4,438+24.1% | 加碼 |
| River Street Advisors LLC | 22,881 | $478.3 萬 | 1.41% | +180+0.8% | 加碼 |
| V-Square Quantitative Management LLC | 22,997 | $480.7 萬 | 0.46% | −15,713−40.6% | 減碼 |
| Capitolis Liquid Global Markets LLC | 23,026 | $481.3 萬 | 0.02% | −89,734−79.6% | 減碼 |
| Concord Asset Management, LLC | 23,122 | $483.3 萬 | 0.75% | −157−0.7% | 減碼 |
| Sagespring Wealth Partners, LLC | 23,231 | $485.6 萬 | 0.07% | +851+3.8% | 加碼 |
| Vestcor Inc | 23,256 | $486.1 萬 | 0.12% | −670−2.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 23,308 | $487.2 萬 | 0.08% | +23,308 | 新進 |
| Whittier Trust Co | 21,946 | $487.4 萬 | 0.05% | +3,313+17.8% | 加碼 |
| Davenport & Co LLC | 23,368 | $488.5 萬 | 0.02% | +3,775+19.3% | 加碼 |
| Transcend Wealth Collective, LLC | 23,384 | $488.8 萬 | 0.33% | +3,629+18.4% | 加碼 |
| Alberta Investment Management Corp | 23,600 | $493.3 萬 | 0.03% | +23,600 | 新進 |
| Stolper Co | 23,635 | $494.1 萬 | 1.28% | +6,193+35.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 23,823 | $498.0 萬 | 0.14% | +1,120+4.9% | 加碼 |
| Concord Wealth Partners | 23,965 | $501.0 萬 | 0.57% | +272+1.1% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 24,000 | $501.7 萬 | 0.81% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 24,001 | $501.7 萬 | 0.16% | +437+1.9% | 加碼 |
| Lee Johnson Capital Management, LLC | 24,174 | $505.3 萬 | 1.58% | +24,174 | 新進 |
| Tema ETFs LLC | 24,259 | $507.1 萬 | 0.16% | +2,320+10.6% | 加碼 |