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 |
|---|---|---|---|---|---|
| Baugh & Associates, LLC | 51,765 | $1,082 萬 | 4.79% | −11,298−17.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 52,042 | $1,088 萬 | 0.65% | +412+0.8% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 52,209 | $1,091 萬 | 0.40% | +4,483+9.4% | 加碼 |
| Old Second National Bank of Aurora | 52,374 | $1,095 萬 | 2.06% | −3,177−5.7% | 減碼 |
| Brown Brothers Harriman & Co | 52,510 | $1,098 萬 | 0.05% | +17,623+50.5% | 加碼 |
| XTX Topco Ltd | 52,926 | $1,106 萬 | 0.14% | +31,171+143.3% | 加碼 |
| Iowa State Bank | 53,036 | $1,109 萬 | 1.85% | −6,035−10.2% | 減碼 |
| EP Wealth Advisors, LLC | 53,093 | $1,110 萬 | 0.04% | +6,184+13.2% | 加碼 |
| L & S Advisors Inc | 54,325 | $1,136 萬 | 1.17% | +54,325 | 新進 |
| Assenagon Asset Management S.A. | 54,503 | $1,139 萬 | 0.01% | −4,790−8.1% | 減碼 |
| Walleye Trading LLC | 54,808 | $1,146 萬 | 0.16% | +28,868+111.3% | 加碼 |
| Change Path, LLC | 55,217 | $1,154 萬 | 0.25% | +2,474+4.7% | 加碼 |
| Tradewinds, LLC. | 8,581 | $1,159 萬 | 3.63% | −42,416−83.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 55,615 | $1,163 萬 | 0.11% | −18,834−25.3% | 減碼 |
| Coldstream Capital Management Inc | 55,625 | $1,163 萬 | 0.15% | −3,169−5.4% | 減碼 |
| Becker Capital Management Inc | 55,758 | $1,166 萬 | 0.31% | +120.0% | 加碼 |
| Equitable Holdings, Inc. | 55,904 | $1,169 萬 | 0.07% | +4,208+8.1% | 加碼 |
| DCM Advisors, LLC | 58,482 | $1,191 萬 | 4.70% | −2,541−4.2% | 減碼 |
| Oppenheimer & Co Inc | 57,070 | $1,193 萬 | 0.13% | −758−1.3% | 減碼 |
| CAPROCK Group, Inc. | 57,352 | $1,199 萬 | 0.23% | −912−1.6% | 減碼 |
| Parallel Advisors, LLC | 57,472 | $1,201 萬 | 0.18% | +1,044+1.9% | 加碼 |
| Nordwand Advisors, LLC | 57,869 | $1,210 萬 | 1.85% | +225+0.4% | 加碼 |
| GLOBALT Investments LLC | 57,876 | $1,210 萬 | 0.41% | −1,181−2.0% | 減碼 |
| FORA Capital, LLC | 57,981 | $1,212 萬 | 0.83% | +43,912+312.1% | 加碼 |
| Banque Cantonale Vaudoise | 57,981 | $1,212 萬 | 0.47% | −21,633−27.2% | 減碼 |
| Intact Investment Management Inc. | 58,100 | $1,215 萬 | 0.35% | 00.0% | 不變 |
| Montag A & Associates Inc | 58,308 | $1,219 萬 | 0.51% | −1,231−2.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 64,552 | $1,225 萬 | 0.19% | +3,640+6.0% | 加碼 |
| NatWest Group plc | 58,626 | $1,226 萬 | 2.19% | +351+0.6% | 加碼 |
| Empirical Finance, LLC | 58,732 | $1,228 萬 | 0.51% | −9,916−14.4% | 減碼 |
| Jupiter Wealth Management LLC | 58,807 | $1,229 萬 | 4.92% | +1,550+2.7% | 加碼 |
| Trifecta Capital Advisors, LLC | 59,132 | $1,236 萬 | 1.59% | −438−0.7% | 減碼 |
| Albion Financial Group | 59,619 | $1,246 萬 | 0.72% | −247−0.4% | 減碼 |
| Ballentine Partners, LLC | 59,629 | $1,246 萬 | 0.15% | +292+0.5% | 加碼 |
| New Mexico Educational Retirement Board | 59,810 | $1,250 萬 | 0.31% | +3,700+6.6% | 加碼 |
| Polar Capital Holdings Plc | 59,823 | $1,251 萬 | 0.04% | +5,013+9.1% | 加碼 |
| Maryland State Retirement & Pension System | 60,485 | $1,264 萬 | 0.22% | +3,442+6.0% | 加碼 |
| Laird Norton Trust Company, LLC | 60,596 | $1,267 萬 | 0.24% | −126−0.2% | 減碼 |
| Oliver Luxxe Assets LLC | 60,635 | $1,268 萬 | 1.87% | −14,408−19.2% | 減碼 |
| Sterling Capital Management LLC | 60,737 | $1,270 萬 | 0.22% | +33+0.1% | 加碼 |
| Louisiana State Employees Retirement System | 61,300 | $1,281 萬 | 0.19% | 00.0% | 不變 |
| Ci Investments Inc. | 61,492 | $1,285 萬 | 0.04% | +47,433+337.4% | 加碼 |
| Vident Advisory, LLC | 61,891 | $1,294 萬 | 0.10% | −21,277−25.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 62,963 | $1,316 萬 | 0.70% | −7,984−11.3% | 減碼 |
| Hourglass Capital, LLC | 63,520 | $1,328 萬 | 2.61% | −580−0.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 63,810 | $1,334 萬 | 0.42% | −2,099−3.2% | 減碼 |
| Massmutual Trust Co FSB | 64,118 | $1,340 萬 | 0.35% | −5,239−7.6% | 減碼 |
| Burns J W & Co Inc | 65,104 | $1,361 萬 | 1.42% | −864−1.3% | 減碼 |
| Alley Investment Management Company, LLC | 65,293 | $1,365 萬 | 1.59% | −2,539−3.7% | 減碼 |
| New Age Alpha Advisors, LLC | 66,065 | $1,381 萬 | 0.59% | −1,786−2.6% | 減碼 |
| Hartford Investment Management Co | 66,298 | $1,386 萬 | 0.39% | −2,381−3.5% | 減碼 |
| Premier Fund Managers Ltd | 65,800 | $1,394 萬 | 1.26% | +65,800 | 新進 |
| Diversified Trust Co | 66,996 | $1,400 萬 | 0.22% | +16,004+31.4% | 加碼 |
| Guggenheim Capital LLC | 67,657 | $1,414 萬 | 0.09% | +2,745+4.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 68,596 | $1,434 萬 | 3.95% | −2,776−3.9% | 減碼 |
| Citizens Financial Group Inc | 69,062 | $1,444 萬 | 0.17% | +3,353+5.1% | 加碼 |
| D.A. Davidson & Co. | 69,210 | $1,447 萬 | 0.08% | −264−0.4% | 減碼 |
| Rokos Capital Management LLP | 69,301 | $1,448 萬 | 0.18% | −167,420−70.7% | 減碼 |
| Brookstone Capital Management | 69,561 | $1,454 萬 | 0.15% | +46,947+207.6% | 加碼 |
| Private Advisor Group, LLC | 69,779 | $1,459 萬 | 0.07% | −8,034−10.3% | 減碼 |
| Eastern Bank | 70,264 | $1,469 萬 | 0.22% | +4,497+6.8% | 加碼 |
| Cyndeo Wealth Partners, LLC | 70,839 | $1,481 萬 | 0.70% | +4,007+6.0% | 加碼 |
| Kentucky Retirement Systems | 71,622 | $1,497 萬 | 0.37% | −42,763−37.4% | 減碼 |
| HM Payson & Co | 72,349 | $1,512 萬 | 0.20% | +62,846+661.3% | 加碼 |
| Intech Investment Management LLC | 72,476 | $1,515 萬 | 0.14% | −8,380−10.4% | 減碼 |
| Strategic Planning Group, LLC | 72,568 | $1,517 萬 | 1.65% | +1,929+2.7% | 加碼 |
| Wesbanco Bank Inc | 73,075 | $1,528 萬 | 0.38% | +454+0.6% | 加碼 |
| Park Avenue Securities LLC | 73,558 | $1,538 萬 | 0.10% | +3,563+5.1% | 加碼 |
| Vise Technologies, Inc. | 73,977 | $1,546 萬 | 0.18% | +25,991+54.2% | 加碼 |
| Fiduciary Alliance LLC | 74,707 | $1,562 萬 | 1.06% | −5,084−6.4% | 減碼 |
| Emerald Investment Advisers, LLC | 75,241 | $1,573 萬 | 1.05% | +11,926+18.8% | 加碼 |
| Atria Investments LLC | 75,523 | $1,579 萬 | 0.16% | +1,418+1.9% | 加碼 |
| Groupe la Francaise | 75,516 | $1,579 萬 | 0.19% | +21,885+40.8% | 加碼 |
| McGuire Investment Group, LLC | 75,996 | $1,589 萬 | 1.39% | +104+0.1% | 加碼 |
| Eagle Capital Management LLC | 76,500 | $1,599 萬 | 0.05% | −3,088−3.9% | 減碼 |
| AIA Group Ltd | 76,804 | $1,606 萬 | 0.20% | −48,588−38.7% | 減碼 |
| Ieq Capital, LLC | 77,021 | $1,610 萬 | 0.07% | −67,784−46.8% | 減碼 |
| Axxcess Wealth Management, LLC | 77,827 | $1,627 萬 | 0.26% | +77,827 | 新進 |
| Concurrent Investment Advisors, LLC | 78,004 | $1,631 萬 | 0.14% | +15,315+24.4% | 加碼 |
| Savant Capital, LLC | 87,237 | $1,643 萬 | 0.05% | +43,129+97.8% | 加碼 |
| Banque Pictet & Cie SA | 79,584 | $1,664 萬 | 0.17% | +292+0.4% | 加碼 |
| Norinchukin Bank, The | 79,708 | $1,666 萬 | 0.16% | +6,351+8.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 79,775 | $1,668 萬 | 0.31% | +2,005+2.6% | 加碼 |
| German American Bancorp, Inc. | 80,223 | $1,677 萬 | 1.26% | −514−0.6% | 減碼 |
| Rockland Trust Co | 80,630 | $1,685 萬 | 0.66% | −1,499−1.8% | 減碼 |
| BTC Capital Management, Inc. | 81,060 | $1,694 萬 | 1.03% | −21,486−21.0% | 減碼 |
| Venture Visionary Partners LLC | 81,473 | $1,703 萬 | 0.47% | +7,162+9.6% | 加碼 |
| Saudi Central Bank | 82,950 | $1,734 萬 | 0.23% | +39,127+89.3% | 加碼 |
| Level Four Advisory Services, LLC | 84,606 | $1,769 萬 | 0.50% | −79−0.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 85,138 | $1,779 萬 | 0.61% | −1,000−1.2% | 減碼 |
| Alyeska Investment Group, L.P. | 85,408 | $1,785 萬 | 0.05% | −1,038,081−92.4% | 減碼 |
| Advisors Asset Management, Inc. | 85,487 | $1,787 萬 | 0.27% | +578+0.7% | 加碼 |
| Kinneret Advisory, LLC | 85,516 | $1,788 萬 | 1.45% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 85,888 | $1,795 萬 | 0.80% | −2,127−2.4% | 減碼 |
| J. Safra Sarasin Holding AG | 92,525 | $1,818 萬 | 0.26% | +9,532+11.5% | 加碼 |
| Calamos Wealth Management LLC | 87,789 | $1,835 萬 | 0.56% | −2,092−2.3% | 減碼 |
| Brinker Capital Investments, LLC | 88,496 | $1,850 萬 | 0.14% | +1,153+1.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 90,308 | $1,888 萬 | 0.37% | −1,456−1.6% | 減碼 |
| Allianz SE | 90,307 | $1,888 萬 | 0.20% | +1,400+1.6% | 加碼 |
| ASR Vermogensbeheer N.V. | 90,790 | $1,898 萬 | 0.20% | −68,004−42.8% | 減碼 |