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 12 家機構申報持有 MS。看 2026 年第 3 季
- 持有機構
- 2,745
- 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 946 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 |
|---|---|---|---|---|---|
| BSN Capital Partners Ltd | 161,268 | $3,419 萬 | 1.55% | +161,268 | 新進 |
| Hallmark Capital Management Inc | 166,230 | $3,475 萬 | 2.01% | +255+0.2% | 加碼 |
| New York Life Investment Management LLC | 166,946 | $3,490 萬 | 0.24% | −3,201−1.9% | 減碼 |
| Pittenger & Anderson Inc | 167,570 | $3,503 萬 | 1.25% | +6,745+4.2% | 加碼 |
| Picton Mahoney Asset Management | 168,259 | $3,517 萬 | 0.32% | −17,971−9.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 169,210 | $3,537 萬 | 0.27% | −5,751−3.3% | 減碼 |
| Pinnacle Financial Partners, Inc. | 169,559 | $3,544 萬 | 0.24% | +14,021+9.0% | 加碼 |
| Utah Retirement Systems | 170,166 | $3,557 萬 | 0.34% | −14,286−7.7% | 減碼 |
| Walleye Capital LLC | 170,288 | $3,560 萬 | 0.17% | +109,386+179.6% | 加碼 |
| Gabelli Funds LLC | 172,997 | $3,616 萬 | 0.23% | −8,443−4.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 173,556 | $3,628 萬 | 0.08% | +10,577+6.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 173,994 | $3,629 萬 | 0.15% | +17,659+11.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 176,111 | $3,656 萬 | 0.04% | +47,158+36.6% | 加碼 |
| Maple Capital Management, Inc. | 175,947 | $3,678 萬 | 2.18% | −5,423−3.0% | 減碼 |
| Captrust Financial Advisors | 176,155 | $3,682 萬 | 0.06% | +800.0% | 加碼 |
| Conning Inc. | 177,117 | $3,702 萬 | 1.11% | −48,560−21.5% | 減碼 |
| British Columbia Investment Management Corp | 177,654 | $3,714 萬 | 0.23% | +14,026+8.6% | 加碼 |
| Midwest Trust Co | 177,944 | $3,720 萬 | 0.42% | +421+0.2% | 加碼 |
| Assetmark, Inc | 179,567 | $3,754 萬 | 0.06% | +7,842+4.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,283 | $3,769 萬 | 0.26% | +3,417+1.9% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 181,083 | $3,785 萬 | 0.24% | −125−0.1% | 減碼 |
| NewEdge Wealth, LLC | 181,267 | $3,789 萬 | 0.38% | +164,971+1,012.3% | 加碼 |
| Sapient Capital LLC | 181,301 | $3,790 萬 | 0.50% | +171,225+1,699.3% | 加碼 |
| Brown Advisory Inc | 184,523 | $3,857 萬 | 0.06% | +13,214+7.7% | 加碼 |
| Wealthfront Advisers LLC | 184,586 | $3,859 萬 | 0.07% | +7,913+4.5% | 加碼 |
| Capital International Inc | 185,385 | $3,875 萬 | 0.27% | +43,821+31.0% | 加碼 |
| Pathstone Holdings, LLC | 186,589 | $3,909 萬 | 0.11% | +10,508+6.0% | 加碼 |
| Hosking Partners LLP | 188,286 | $3,936 萬 | 1.31% | −3,231−1.7% | 減碼 |
| Bailard, Inc. | 189,664 | $3,965 萬 | 0.81% | −1,296−0.7% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 190,021 | $3,972 萬 | 0.90% | +124+0.1% | 加碼 |
| LVM Capital Management Ltd | 190,045 | $3,973 萬 | 3.32% | −1,419−0.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 191,034 | $3,993 萬 | 0.27% | +7,050+3.8% | 加碼 |
| Empowered Funds, LLC | 194,020 | $4,056 萬 | 0.21% | −58,768−23.2% | 減碼 |
| NEOS Investment Management LLC | 194,970 | $4,076 萬 | 0.15% | +21,350+12.3% | 加碼 |
| Chilton Capital Management LLC | 195,275 | $4,082 萬 | 1.29% | −87,812−31.0% | 減碼 |
| Rakuten Investment Management, Inc. | 195,276 | $4,134 萬 | 0.12% | +17,517+9.9% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 197,896 | $4,137 萬 | 4.75% | +230.0% | 加碼 |
| Man Group plc | 198,826 | $4,156 萬 | 0.08% | −180,113−47.5% | 減碼 |
| NFJ Investment Group, LLC | 199,329 | $4,167 萬 | 1.42% | +57,933+41.0% | 加碼 |
| Ethic Inc. | 200,383 | $4,189 萬 | 0.52% | +1,117+0.6% | 加碼 |
| Blair William & Co | 202,578 | $4,235 萬 | 0.11% | +46,418+29.7% | 加碼 |
| Amalgamated Bank | 203,238 | $4,249 萬 | 0.29% | −19,478−8.7% | 減碼 |
| Peapack Gladstone Financial Corp | 204,988 | $4,285 萬 | 0.49% | −2,801−1.3% | 減碼 |
| Erste Asset Management GmbH | 202,478 | $4,285 萬 | 0.33% | +67,105+49.6% | 加碼 |
| Camden Capital, LLC | 205,123 | $4,288 萬 | 2.11% | +410.0% | 加碼 |
| USS Investment Management Ltd | 206,196 | $4,310 萬 | 0.17% | −573−0.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 206,921 | $4,325 萬 | 0.56% | −4,748−2.2% | 減碼 |
| Matrix Asset Advisors Inc | 208,042 | $4,349 萬 | 3.54% | −30,018−12.6% | 減碼 |
| Castleark Management LLC | 208,542 | $4,359 萬 | 1.18% | +184,862+780.7% | 加碼 |
| MAI Capital Management | 210,130 | $4,393 萬 | 0.17% | +49,527+30.8% | 加碼 |
| Heritage Investors Management Corp | 210,199 | $4,394 萬 | 1.22% | −13,596−6.1% | 減碼 |
| First Manhattan Co | 211,022 | $4,411 萬 | 0.11% | −4,044−1.9% | 減碼 |
| Lazard Asset Management LLC | 214,414 | $4,482 萬 | 0.07% | −23,258−9.8% | 減碼 |
| JustInvest LLC | 214,934 | $4,493 萬 | 0.37% | +10,732+5.3% | 加碼 |
| Lido Advisors, LLC | 215,117 | $4,497 萬 | 0.16% | +6,922+3.3% | 加碼 |
| Boston Trust Walden Corp | 215,325 | $4,501 萬 | 0.34% | +6,604+3.2% | 加碼 |
| Xponance, Inc. | 218,953 | $4,577 萬 | 0.28% | +12,419+6.0% | 加碼 |
| Daiwa Securities Group Inc. | 223,070 | $4,663 萬 | 0.11% | +14,697+7.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 223,312 | $4,668 萬 | 0.25% | +1,900+0.9% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 223,549 | $4,673 萬 | 1.95% | −6,919−3.0% | 減碼 |
| Longaeva Partners L.P. | 225,079 | $4,705 萬 | 1.36% | −88,406−28.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 228,589 | $4,778 萬 | 1.78% | −11,001−4.6% | 減碼 |
| TCW Group Inc | 229,009 | $4,787 萬 | 0.32% | −3,288−1.4% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 229,958 | $4,807 萬 | 0.77% | +142,393+162.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 237,184 | $4,958 萬 | 0.15% | +21,155+9.8% | 加碼 |
| Keybank National Association | 237,589 | $4,967 萬 | 0.16% | −7,484−3.1% | 減碼 |
| Advisor Group Holdings, Inc. | 243,088 | $5,088 萬 | 0.06% | +10,554+4.5% | 加碼 |
| Point72 Asset Management, L.P. | 245,395 | $5,130 萬 | 0.08% | −1,201,025−83.0% | 減碼 |
| Flputnam Investment Management Co | 248,624 | $5,197 萬 | 0.62% | +7,577+3.1% | 加碼 |
| Chilton Investment Co LLC | 250,782 | $5,242 萬 | 1.26% | −12,826−4.9% | 減碼 |
| Zacks Investment Management | 255,287 | $5,337 萬 | 0.38% | −814−0.3% | 減碼 |
| Bollard Group LLC | 256,087 | $5,353 萬 | 1.63% | +8,610+3.5% | 加碼 |
| Moody Lynn & Lieberson, LLC | 256,389 | $5,360 萬 | 2.83% | +7,022+2.8% | 加碼 |
| Quadrature Capital Ltd | 262,666 | $5,491 萬 | 0.47% | −105,853−28.7% | 減碼 |
| ProShare Advisors LLC | 264,254 | $5,524 萬 | 0.08% | +13,418+5.3% | 加碼 |
| Milford Funds Ltd | 264,258 | $5,524 萬 | 0.90% | +264,258 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 264,768 | $5,535 萬 | 0.27% | −15,481−5.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 266,962 | $5,581 萬 | 0.46% | +9,386+3.6% | 加碼 |
| DnB Asset Management AS | 267,505 | $5,592 萬 | 0.16% | −45,530−14.5% | 減碼 |
| Tudor Investment Corp Et Al | 270,000 | $5,644 萬 | 0.23% | +114,104+73.2% | 加碼 |
| IFM Investors Pty Ltd | 271,816 | $5,682 萬 | 0.38% | +27,005+11.0% | 加碼 |
| Cerity Partners LLC | 278,616 | $5,706 萬 | 0.07% | +19,701+7.6% | 加碼 |
| MetLife Investment Management | 272,972 | $5,706 萬 | 0.26% | −7,016−2.5% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 275,682 | $5,763 萬 | 4.17% | −3,069−1.1% | 減碼 |
| GWM Advisors LLC | 278,364 | $5,819 萬 | 0.17% | +33,167+13.5% | 加碼 |
| QRG Capital Management, Inc. | 279,622 | $5,845 萬 | 0.48% | +30,010+12.0% | 加碼 |
| Pacific Heights Asset Management LLC | 280,000 | $5,853 萬 | 1.85% | +5,000+1.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 280,037 | $5,854 萬 | 0.29% | +8,596+3.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 283,722 | $5,931 萬 | 1.04% | −6,014−2.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 285,209 | $5,962 萬 | 0.30% | +954+0.3% | 加碼 |
| GW&K Investment Management, LLC | 288,780 | $6,037 萬 | 0.47% | −4,688−1.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 290,294 | $6,068 萬 | 0.74% | −34,527−10.6% | 減碼 |
| AE Wealth Management LLC | 290,836 | $6,080 萬 | 0.28% | −3,129−1.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 294,047 | $6,147 萬 | 0.12% | +28,877+10.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,211 | $6,150 萬 | 0.05% | +128,066+77.1% | 加碼 |
| Mercer Global Advisors Inc | 298,848 | $6,247 萬 | 0.08% | +74,607+33.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 300,334 | $6,278 萬 | 0.65% | −5,339−1.7% | 減碼 |
| STRS Ohio | 302,226 | $6,318 萬 | 0.24% | −36,336−10.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 303,415 | $6,343 萬 | 0.30% | +7,200+2.4% | 加碼 |
| Groupama Asset Managment | 300,005 | $6,347 萬 | 0.80% | +6,624+2.3% | 加碼 |