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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 24,294 | $507.8 萬 | 0.03% | +10,890+81.2% | 加碼 |
| LSV Asset Management | 24,303 | $508.0 萬 | 0.01% | +10.0% | 加碼 |
| Atomi Financial Group, Inc. | 24,480 | $511.7 萬 | 0.13% | +2,681+12.3% | 加碼 |
| First National Bank of Omaha | 24,553 | $513.5 萬 | 0.14% | −1,169−4.5% | 減碼 |
| National Asset Management, Inc. | 24,365 | $515.9 萬 | 0.28% | −372−1.5% | 減碼 |
| Ramirez Asset Management, Inc. | 24,729 | $516.9 萬 | 0.54% | −30.0% | 減碼 |
| Logan Capital Management Inc | 24,862 | $519.7 萬 | 0.19% | +24,862 | 新進 |
| TD Private Client Wealth LLC | 24,947 | $521.5 萬 | 0.10% | −419−1.7% | 減碼 |
| Truvestments Capital LLC | 24,998 | $522.6 萬 | 0.78% | −50.0% | 減碼 |
| Franklin Street Advisors Inc | 25,000 | $522.6 萬 | 0.29% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 25,022 | $523.1 萬 | 0.10% | +23,374+1,418.3% | 加碼 |
| Culbertson A N & Co Inc | 25,073 | $524.1 萬 | 0.61% | −600−2.3% | 減碼 |
| Palisade Asset Management, LLC | 25,157 | $525.9 萬 | 0.49% | −899−3.5% | 減碼 |
| Patten & Patten Inc | 25,249 | $527.8 萬 | 0.28% | −100.0% | 減碼 |
| Bradyco, Inc. | 25,328 | $529.5 萬 | 6.07% | 00.0% | 不變 |
| Trust Co of Toledo NA | 25,367 | $530.3 萬 | 0.44% | +401+1.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 25,368 | $530.3 萬 | 0.49% | −8,693−25.5% | 減碼 |
| Burney Co | 25,563 | $534.4 萬 | 0.14% | +486+1.9% | 加碼 |
| Dana Investment Advisors, Inc. | 25,599 | $535.1 萬 | 0.14% | −4,317−14.4% | 減碼 |
| Northwest Bancshares, Inc. | 25,735 | $538.0 萬 | 0.97% | −2,110−7.6% | 減碼 |
| Northeast Investment Management | 25,735 | $538.0 萬 | 0.20% | +1,796+7.5% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 25,890 | $541.2 萬 | 0.52% | −330−1.3% | 減碼 |
| Vertrix Wealth Management, LLC | 26,272 | $549.2 萬 | 1.85% | −4,608−14.9% | 減碼 |
| Dimension Capital Management LLC | 26,281 | $549.4 萬 | 0.64% | 00.0% | 不變 |
| Rossmore Private Capital | 26,435 | $552.6 萬 | 0.45% | −180−0.7% | 減碼 |
| Next Level Private LLC | 26,523 | $554.4 萬 | 1.09% | +130+0.5% | 加碼 |
| We Are One Seven, LLC | 26,596 | $556.0 萬 | 0.09% | +744+2.9% | 加碼 |
| Meyer Handelman Co | 26,714 | $558.4 萬 | 0.16% | −624−2.3% | 減碼 |
| Hedeker Wealth, LLC | 26,792 | $560.1 萬 | 1.07% | +560+2.1% | 加碼 |
| Trilogy Capital Inc. | 26,895 | $562.2 萬 | 0.22% | +1,380+5.4% | 加碼 |
| Two Sigma Securities, LLC | 26,909 | $562.5 萬 | 0.49% | +21,811+427.8% | 加碼 |
| Griffin Asset Management, Inc. | 26,956 | $563.5 萬 | 0.59% | −295−1.1% | 減碼 |
| K.J. Harrison & Partners Inc | 27,031 | $565.1 萬 | 0.80% | −13,700−33.6% | 減碼 |
| CBOE Vest Financial, LLC | 27,389 | $572.5 萬 | 0.06% | +438+1.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 27,390 | $572.6 萬 | 0.06% | +384+1.4% | 加碼 |
| Fulcrum Asset Management LLP | 27,158 | $575.0 萬 | 0.57% | +9,376+52.7% | 加碼 |
| Central Trust Co | 27,615 | $577.3 萬 | 0.10% | +307+1.1% | 加碼 |
| Capital Asset Advisory Services LLC | 27,681 | $578.6 萬 | 0.21% | +833+3.1% | 加碼 |
| Boothbay Fund Management, LLC | 27,681 | $578.6 萬 | 0.11% | +26,132+1,687.0% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 27,711 | $579.3 萬 | 0.14% | +11,773+73.9% | 加碼 |
| Fulton Bank, N.A. | 27,755 | $580.2 萬 | 0.18% | +2,046+8.0% | 加碼 |
| Lincluden Management Ltd | 27,805 | $581.2 萬 | 0.57% | −474−1.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 27,958 | $584.4 萬 | 0.11% | −550−1.9% | 減碼 |
| Cito Capital Group, LLC | 28,204 | $589.6 萬 | 1.60% | −251−0.9% | 減碼 |
| Caisse des Depots Et Consignations | 28,343 | $592.5 萬 | 0.10% | −8,028−22.1% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 28,400 | $593.7 萬 | 1.63% | +28,400 | 新進 |
| Mayflower Financial Advisors, LLC | 28,503 | $595.8 萬 | 0.51% | +192+0.7% | 加碼 |
| Arkadios Wealth Advisors | 28,638 | $598.6 萬 | 0.09% | +1,691+6.3% | 加碼 |
| Myriad Asset Management Advisors LLC | 28,878 | $603.7 萬 | 1.42% | +4,601+19.0% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 29,059 | $607.4 萬 | 2.83% | −1,134−3.8% | 減碼 |
| Mattson Financial Services, LLC | 27,861 | $608.4 萬 | 1.27% | −1,305−4.5% | 減碼 |
| Greenleaf Trust | 29,247 | $611.4 萬 | 0.06% | +1,004+3.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 29,722 | $621.3 萬 | 0.37% | −587−1.9% | 減碼 |
| Glenview Trust Co | 29,801 | $623.0 萬 | 0.09% | −98−0.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 29,893 | $624.9 萬 | 0.10% | +708+2.4% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 30,059 | $628.3 萬 | 0.30% | −2,577−7.9% | 減碼 |
| Catalytic Wealth RIA, LLC | 30,605 | $639.8 萬 | 0.37% | −5,377−14.9% | 減碼 |
| Sarasin & Partners LLP | 30,673 | $641.2 萬 | 0.08% | −17,822−36.8% | 減碼 |
| Simon Quick Advisors, LLC | 30,705 | $641.9 萬 | 0.26% | −6,421−17.3% | 減碼 |
| Farther Finance Advisors, LLC | 30,785 | $644.0 萬 | 0.05% | +1,547+5.3% | 加碼 |
| HCR Wealth Advisors | 30,840 | $644.7 萬 | 0.58% | +417+1.4% | 加碼 |
| Smith, Salley & Associates | 30,845 | $644.8 萬 | 0.28% | +1,300+4.4% | 加碼 |
| Stephens Inc | 30,893 | $645.8 萬 | 0.07% | +2,061+7.1% | 加碼 |
| Socorro Asset Management LP | 30,967 | $647.3 萬 | 2.91% | −11,706−27.4% | 減碼 |
| Signaturefd, LLC | 30,969 | $647.4 萬 | 0.09% | +1,454+4.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 30,996 | $647.9 萬 | 0.02% | +8,355+36.9% | 加碼 |
| Bright Rock Capital Management, LLC | 31,000 | $648.0 萬 | 1.30% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 30,255 | $652.0 萬 | 2.17% | −542−1.8% | 減碼 |
| Scholtz & Company, LLC | 31,266 | $653.6 萬 | 3.26% | −1,161−3.6% | 減碼 |
| Salem Investment Counselors Inc | 31,273 | $653.7 萬 | 0.16% | −193−0.6% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 31,389 | $656.2 萬 | 0.02% | +637+2.1% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,551 | $659.5 萬 | 0.31% | −2,623−7.7% | 減碼 |
| Glass Wealth Management Co LLC | 31,573 | $660.0 萬 | 2.21% | +754+2.4% | 加碼 |
| Benjamin Edwards Inc | 31,667 | $662.0 萬 | 0.06% | +1,660+5.5% | 加碼 |
| Sigma Planning Corp | 32,153 | $672.1 萬 | 0.17% | −20.0% | 減碼 |
| RNC Capital Management LLC | 32,196 | $673.0 萬 | 0.28% | −471−1.4% | 減碼 |
| Everence Capital Management Inc | 32,291 | $675.0 萬 | 0.36% | 00.0% | 不變 |
| LMCG Investments, LLC | 32,607 | $681.6 萬 | 0.37% | −9,095−21.8% | 減碼 |
| Financial Advisory Partners, LLC | 32,640 | $682.3 萬 | 1.78% | −774−2.3% | 減碼 |
| Union Heritage Capital, LLC | 32,814 | $685.9 萬 | 2.33% | 00.0% | 不變 |
| Securian Asset Management, Inc | 31,854 | $686.5 萬 | 0.25% | −783−2.4% | 減碼 |
| North Dakota State Investment Board | 33,037 | $690.6 萬 | 0.28% | −326−1.0% | 減碼 |
| Compagnie Lombard Odier SCmA | 33,061 | $691.1 萬 | 0.07% | −60−0.2% | 減碼 |
| Financial Advisory Service, Inc. | 33,068 | $691.3 萬 | 0.36% | +2,586+8.5% | 加碼 |
| Meeder Advisory Services, Inc. | 33,188 | $693.8 萬 | 0.25% | +2,156+6.9% | 加碼 |
| Greenwood Capital Associates LLC | 33,343 | $697.0 萬 | 0.68% | −8,649−20.6% | 減碼 |
| Adell Harriman & Carpenter Inc | 33,372 | $697.6 萬 | 0.36% | +50.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 33,444 | $699.1 萬 | 0.07% | +1,408+4.4% | 加碼 |
| NBC Securities, Inc. | 33,811 | $706.8 萬 | 0.48% | −373−1.1% | 減碼 |
| Highland Capital Management, LLC | 33,940 | $709.5 萬 | 0.33% | −100−0.3% | 減碼 |
| S&CO Inc | 33,987 | $710.4 萬 | 0.41% | −315−0.9% | 減碼 |
| Summit Trail Advisors, LLC | 34,201 | $714.9 萬 | 0.09% | −110.0% | 減碼 |
| South State Corp. | 34,384 | $718.8 萬 | 0.30% | +1,380+4.2% | 加碼 |
| Algert Global LLC | 34,432 | $719.8 萬 | 0.09% | −2,482−6.7% | 減碼 |
| Carret Asset Management, LLC | 34,516 | $721.5 萬 | 0.63% | +35+0.1% | 加碼 |
| Ibex Wealth Advisors | 34,746 | $726.3 萬 | 0.57% | +26,801+337.3% | 加碼 |
| Brentview Investment Management LLC | 34,925 | $730.1 萬 | 2.89% | −6,875−16.4% | 減碼 |
| Sandy Cove Advisors, LLC | 34,988 | $731.4 萬 | 1.83% | +189+0.5% | 加碼 |
| Commonwealth Retirement Investments LLC | 35,181 | $735.4 萬 | 2.00% | +35,181 | 新進 |
| University of Texas/Texas Am Investment Managment Co | 35,610 | $744.4 萬 | 0.86% | −9,821−21.6% | 減碼 |