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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 35,666 | $745.6 萬 | 0.21% | −20−0.1% | 減碼 |
| Hamilton Capital Partners Inc. | 35,686 | $746.0 萬 | 0.22% | +3,203+9.9% | 加碼 |
| Triglav Skladi, D.O.O. | 35,824 | $748.7 萬 | 0.39% | +15,673+77.8% | 加碼 |
| Brasada Capital Management, LP | 35,838 | $749.2 萬 | 1.35% | +738+2.1% | 加碼 |
| Elyxium Wealth, LLC | 35,840 | $749.2 萬 | 0.79% | +32,672+1,031.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 36,403 | $761.0 萬 | 0.04% | −2,353−6.1% | 減碼 |
| Stokes Capital Advisors, LLC | 36,469 | $762.3 萬 | 1.63% | −3,104−7.8% | 減碼 |
| Cary Street Partners Financial LLC | 36,745 | $768.1 萬 | 0.17% | +1,752+5.0% | 加碼 |
| Shelton Capital Management | 36,863 | $770.6 萬 | 0.14% | −38,374−51.0% | 減碼 |
| Linscomb & Williams, Inc. | 36,949 | $772.4 萬 | 0.33% | −2,172−5.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 37,093 | $775.4 萬 | 0.29% | +37,089+927,225.0% | 加碼 |
| Van Eck Associates Corp | 37,251 | $778.7 萬 | 0.00% | −1,206−3.1% | 減碼 |
| Advisory Services Network, LLC | 37,305 | $779.8 萬 | 0.09% | −150.0% | 減碼 |
| Integrated Advisors Network LLC | 37,324 | $780.2 萬 | 0.36% | +8,263+28.4% | 加碼 |
| Madison Asset Management, LLC | 37,780 | $789.8 萬 | 0.09% | −5,010−11.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 37,957 | $793.5 萬 | 0.22% | +2,685+7.6% | 加碼 |
| Callan Family Office, LLC | 38,006 | $794.5 萬 | 0.16% | +1,334+3.6% | 加碼 |
| Frank, Rimerman Advisors LLC | 38,149 | $797.5 萬 | 0.45% | +101+0.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 38,433 | $803.4 萬 | 0.09% | −63−0.2% | 減碼 |
| Morangie Management LLC | 38,623 | $807.4 萬 | 6.71% | −160−0.4% | 減碼 |
| Bleakley Financial Group, LLC | 38,933 | $813.9 萬 | 0.10% | +4,508+13.1% | 加碼 |
| Cresset Asset Management, LLC | 39,129 | $817.9 萬 | 0.03% | +4,441+12.8% | 加碼 |
| Covenant Asset Management, LLC | 39,592 | $827.6 萬 | 1.47% | +23,111+140.2% | 加碼 |
| GAMMA Investing LLC | 39,630 | $828.4 萬 | 0.31% | +4,523+12.9% | 加碼 |
| Hudson Valley Investment Advisors Inc | 39,691 | $829.7 萬 | 1.01% | −4,057−9.3% | 減碼 |
| BOCHK Asset Management Ltd | 39,800 | $832.0 萬 | 1.31% | +13,200+49.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 39,848 | $833.0 萬 | 0.24% | +3,416+9.4% | 加碼 |
| Capital Investment Counsel, LLC | 39,950 | $835.1 萬 | 1.03% | +636+1.6% | 加碼 |
| Fidelis Capital Partners, LLC | 39,951 | $835.1 萬 | 0.48% | +6,046+17.8% | 加碼 |
| Geremia Financial Services, LLC | 40,000 | $836.2 萬 | 8.87% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 40,228 | $840.9 萬 | 0.39% | −38,225−48.7% | 減碼 |
| Quadrant Capital Group LLC | 40,321 | $842.9 萬 | 0.23% | +1,861+4.8% | 加碼 |
| Sit Investment Associates Inc | 40,380 | $844.1 萬 | 0.16% | −5,990−12.9% | 減碼 |
| City Holding Co | 40,448 | $845.5 萬 | 0.96% | −1,050−2.5% | 減碼 |
| Xcel Wealth Management, LLC | 40,660 | $850.0 萬 | 2.03% | −4,085−9.1% | 減碼 |
| First Citizens Bank & Trust Co | 40,689 | $850.6 萬 | 0.13% | −1,741−4.1% | 減碼 |
| BW Gestao de Investimentos Ltda. | 40,700 | $850.8 萬 | 0.21% | −17,056−29.5% | 減碼 |
| Hennessy Advisors Inc | 40,800 | $852.9 萬 | 0.27% | −1,900−4.4% | 減碼 |
| Clearstead Advisors, LLC | 40,871 | $854.4 萬 | 0.08% | +4,461+12.3% | 加碼 |
| Sowell Financial Services LLC | 40,917 | $855.3 萬 | 0.28% | +450+1.1% | 加碼 |
| Integrated Wealth Concepts LLC | 40,934 | $855.7 萬 | 0.06% | +7,246+21.5% | 加碼 |
| SkyOak Wealth, LLC | 40,946 | $855.9 萬 | 1.40% | −932−2.2% | 減碼 |
| Elk River Wealth Management, LLC | 41,332 | $864.0 萬 | 1.38% | −4,092−9.0% | 減碼 |
| Ritholtz Wealth Management | 41,371 | $864.8 萬 | 0.13% | +1,171+2.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 41,522 | $868.0 萬 | 0.23% | −611−1.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 41,627 | $870.2 萬 | 1.24% | −148−0.4% | 減碼 |
| Edgestream Partners, L.P. | 41,812 | $874.0 萬 | 0.26% | −43,247−50.8% | 減碼 |
| Inspire Trust Co, N.A. | 42,000 | $878.0 萬 | 1.21% | −2,000−4.5% | 減碼 |
| Trajan Wealth LLC | 42,125 | $880.6 萬 | 0.33% | −1,873−4.3% | 減碼 |
| Jain Global LLC | 42,210 | $882.4 萬 | 0.10% | +42,210 | 新進 |
| Greystone Financial Group, LLC | 42,431 | $887.0 萬 | 2.48% | −1,639−3.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 42,627 | $891.1 萬 | 0.21% | +2,510+6.3% | 加碼 |
| Fundamentun, LLC | 43,220 | $903.5 萬 | 0.33% | −449−1.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 43,373 | $906.7 萬 | 0.28% | +1,172+2.8% | 加碼 |
| Allworth Financial LP | 43,540 | $910.2 萬 | 0.04% | −47,956−52.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 43,573 | $910.8 萬 | 0.04% | −1,314−2.9% | 減碼 |
| Spence Asset Management | 43,637 | $912.2 萬 | 2.16% | +43,637 | 新進 |
| Sienna Gestion | 42,852 | $917.4 萬 | 0.54% | −3,393−7.3% | 減碼 |
| Principal Securities, Inc. | 44,097 | $921.8 萬 | 0.11% | −2,857−6.1% | 減碼 |
| EFG International AG | 44,114 | $921.9 萬 | 0.17% | +10,171+30.0% | 加碼 |
| White Pine Investment CO | 44,110 | $922.1 萬 | 1.97% | −856−1.9% | 減碼 |
| Canada Post Corp Registered Pension Plan | 44,340 | $926.9 萬 | 0.32% | +2,800+6.7% | 加碼 |
| Perigon Wealth Management, LLC | 44,661 | $933.6 萬 | 0.15% | +1,117+2.6% | 加碼 |
| Principal Street Partners, LLC | 44,822 | $937.0 萬 | 1.37% | −266−0.6% | 減碼 |
| Independent Advisor Alliance | 45,127 | $943.3 萬 | 0.22% | −5,495−10.9% | 減碼 |
| Gotham Asset Management, LLC | 45,373 | $948.5 萬 | 0.02% | +139+0.3% | 加碼 |
| Occidental Asset Management, LLC | 45,379 | $948.6 萬 | 0.94% | +943+2.1% | 加碼 |
| Wealthspire Advisors, LLC | 45,471 | $950.5 萬 | 0.05% | +22,867+101.2% | 加碼 |
| Cunning Capital Partners, LP | 45,796 | $957.3 萬 | 3.86% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 46,158 | $964.9 萬 | 0.15% | +46,158 | 新進 |
| Summit Financial, LLC | 46,271 | $967.2 萬 | 0.11% | +3,770+8.9% | 加碼 |
| Temasek Holdings (Private) Ltd | 46,402 | $970.0 萬 | 0.03% | +46,402 | 新進 |
| Joel Isaacson & Co., LLC | 46,639 | $974.9 萬 | 0.28% | −982−2.1% | 減碼 |
| SevenBridge Financial Group, LLC | 45,197 | $977.7 萬 | 1.44% | +536+1.2% | 加碼 |
| Aragon Global Management, LP | 47,250 | $987.7 萬 | 3.74% | +32,100+211.9% | 加碼 |
| RSM US Wealth Management LLC | 47,633 | $995.7 萬 | 0.11% | −8,498−15.1% | 減碼 |
| Cypress Financial Planning LLC | 47,654 | $996.2 萬 | 2.44% | +9,909+26.3% | 加碼 |
| Marvin & Palmer Associates Inc | 47,734 | $997.8 萬 | 6.28% | +47,734 | 新進 |
| Plato Investment Management Ltd | 48,226 | $1,002 萬 | 0.58% | +2,733+6.0% | 加碼 |
| LDIC Inc. | 48,339 | $1,010 萬 | 6.33% | +48,339 | 新進 |
| Artisan Partners Limited Partnership | 48,437 | $1,013 萬 | 0.02% | −530,367−91.6% | 減碼 |
| Metis Global Partners, LLC | 48,640 | $1,017 萬 | 0.23% | +4,338+9.8% | 加碼 |
| Stenger Family Office, LLC | 48,904 | $1,022 萬 | 1.66% | +5,409+12.4% | 加碼 |
| Worm Capital, LLC | 48,922 | $1,023 萬 | 7.66% | 00.0% | 不變 |
| Hoey Investments, Inc | 49,186 | $1,028 萬 | 1.36% | +2,155+4.6% | 加碼 |
| AlphaCore Capital LLC | 49,209 | $1,029 萬 | 0.19% | +38,764+371.1% | 加碼 |
| Horizon Investments, LLC | 49,564 | $1,030 萬 | 0.11% | +6,347+14.7% | 加碼 |
| Caption Management, LLC | 49,400 | $1,033 萬 | 0.36% | +38,400+349.1% | 加碼 |
| United Capital Financial Advisers, LLC | 49,436 | $1,033 萬 | 0.06% | +1,200+2.5% | 加碼 |
| Loomis Sayles & Co L P | 49,868 | $1,042 萬 | 0.01% | −6,855−12.1% | 減碼 |
| Siemens Fonds Invest GmbH | 50,625 | $1,058 萬 | 0.52% | −1,886−3.6% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 50,759 | $1,061 萬 | 0.60% | −3,040−5.7% | 減碼 |
| First National Trust Co | 50,793 | $1,062 萬 | 0.36% | +51+0.1% | 加碼 |
| Aureus Asset Management, LLC | 50,794 | $1,062 萬 | 0.65% | +3,668+7.8% | 加碼 |
| Interval Partners, LP | 51,020 | $1,067 萬 | 0.34% | −39,782−43.8% | 減碼 |
| Consolidated Investment Group LLC | 51,040 | $1,067 萬 | 0.93% | 00.0% | 不變 |
| Advocate Group LLC | 51,194 | $1,070 萬 | 1.61% | −5,978−10.5% | 減碼 |
| Private Wealth Partners, LLC | 51,545 | $1,077 萬 | 0.77% | +209+0.4% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 51,656 | $1,080 萬 | 2.22% | +635+1.2% | 加碼 |
| Barometer Capital Management Inc. | 51,720 | $1,081 萬 | 3.00% | +51,720 | 新進 |