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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 306,926 | $6,416 萬 | 0.28% | −7,400−2.4% | 減碼 |
| Credit Agricole S A | 315,123 | $6,587 萬 | 0.17% | −193,399−38.0% | 減碼 |
| Factory Mutual Insurance Co | 315,620 | $6,598 萬 | 0.62% | −13,430−4.1% | 減碼 |
| Raiffeisen Bank International AG | 313,029 | $6,627 萬 | 0.78% | +75,789+31.9% | 加碼 |
| Gradient Investments LLC | 318,659 | $6,661 萬 | 0.92% | −8,856−2.7% | 減碼 |
| Baird Financial Group, Inc. | 327,172 | $6,839 萬 | 0.09% | +15,709+5.0% | 加碼 |
| Regions Financial Corp | 328,070 | $6,858 萬 | 0.41% | +131,887+67.2% | 加碼 |
| Arizona State Retirement System | 328,814 | $6,874 萬 | 0.35% | +3,528+1.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 329,520 | $6,888 萬 | 0.32% | −15,714−4.6% | 減碼 |
| CIBC Asset Management Inc | 335,177 | $7,007 萬 | 0.15% | +33,122+11.0% | 加碼 |
| Annex Advisory Services, LLC | 335,740 | $7,018 萬 | 1.20% | −9,091−2.6% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 337,784 | $7,055 萬 | 1.04% | +58,976+21.2% | 加碼 |
| Huntington National Bank | 338,362 | $7,073 萬 | 0.34% | +230,884+214.8% | 加碼 |
| Nearwater Capital Markets, Ltd | 340,000 | $7,107 萬 | 1.23% | +340,000 | 新進 |
| Czech National Bank | 341,206 | $7,133 萬 | 0.39% | +13,552+4.1% | 加碼 |
| Fiduciary Trust Co | 344,567 | $7,203 萬 | 0.78% | +4,714+1.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 345,182 | $7,216 萬 | 0.54% | +69,700+25.3% | 加碼 |
| Colony Group, LLC | 345,268 | $7,218 萬 | 0.07% | −38,351−10.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 346,119 | $7,235 萬 | 0.49% | +7,090+2.1% | 加碼 |
| Ossiam | 347,404 | $7,262 萬 | 0.96% | +347,404 | 新進 |
| Pinebridge Investments LLC | 347,508 | $7,264 萬 | 0.60% | −52,913−13.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 347,577 | $7,286 萬 | 0.34% | −29,760−7.9% | 減碼 |
| ABN AMRO Bank N.V. | 347,161 | $7,320 萬 | 0.94% | −6,553−1.9% | 減碼 |
| Rafferty Asset Management, LLC | 351,691 | $7,352 萬 | 0.17% | +57,632+19.6% | 加碼 |
| Hudson Bay Capital Management LP | 355,511 | $7,432 萬 | 0.35% | +181,029+103.8% | 加碼 |
| AMF Pensionsforsakring AB | 360,596 | $7,538 萬 | 0.45% | +11,977+3.4% | 加碼 |
| Commonwealth Equity Services, LLC | 361,074 | $7,548 萬 | 0.09% | −11,272−3.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 356,704 | $7,557 萬 | 0.12% | +219,789+160.5% | 加碼 |
| Donaldson Capital Management, LLC | 362,259 | $7,573 萬 | 2.17% | −101,448−21.9% | 減碼 |
| SEB Asset Management AB | 366,406 | $7,659 萬 | 0.29% | +46,770+14.6% | 加碼 |
| Teacher Retirement System of Texas | 366,958 | $7,671 萬 | 0.21% | +104,081+39.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $7,719 萬 | 3.31% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 378,795 | $7,918 萬 | 0.82% | +28,948+8.3% | 加碼 |
| First Trust Advisors LP | 379,345 | $7,930 萬 | 0.05% | −158,766−29.5% | 減碼 |
| Todd Asset Management LLC | 383,090 | $8,008 萬 | 1.42% | +8,049+2.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 385,210 | $8,052 萬 | 0.27% | −26,051−6.3% | 減碼 |
| Balyasny Asset Management LLC | 385,328 | $8,055 萬 | 0.15% | −473,233−55.1% | 減碼 |
| Cetera Investment Advisers | 389,557 | $8,086 萬 | 0.07% | +8,376+2.2% | 加碼 |
| Scotia Capital Inc. | 389,358 | $8,139 萬 | 0.30% | +41,700+12.0% | 加碼 |
| Virginia Retirement Systems Et Al | 392,200 | $8,199 萬 | 0.49% | −12,200−3.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 401,471 | $8,392 萬 | 1.45% | +7,249+1.8% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 418,490 | $8,748 萬 | 1.54% | +51,329+14.0% | 加碼 |
| Tredje AP-fonden | 420,404 | $8,788 萬 | 0.40% | +59,946+16.6% | 加碼 |
| State of Tennessee, Treasury Department | 422,824 | $8,839 萬 | 0.26% | +5,263+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 427,632 | $8,939 萬 | 0.14% | +32,562+8.2% | 加碼 |
| Janney Montgomery Scott LLC | 430,401 | $8,997 萬 | 0.17% | +2,497+0.6% | 加碼 |
| Public Sector Pension Investment Board | 430,628 | $9,002 萬 | 0.24% | −156,552−26.7% | 減碼 |
| Primecap Management Co | 431,988 | $9,030 萬 | 0.05% | −400−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 436,106 | $9,116 萬 | 0.27% | −25,645−5.6% | 減碼 |
| Blue Sparrow, LLC | 436,465 | $9,124 萬 | 0.88% | −420,656−49.1% | 減碼 |
| Nykredit A/S | 439,390 | $9,185 萬 | 0.35% | +439,390 | 新進 |
| Candriam Luxembourg S.C.A. | 440,328 | $9,196 萬 | 0.41% | −21,559−4.7% | 減碼 |
| Calamos Advisors LLC | 442,354 | $9,247 萬 | 0.34% | −93,360−17.4% | 減碼 |
| DJE Kapital AG | 433,832 | $9,264 萬 | 1.75% | +340,446+364.6% | 加碼 |
| Gateway Investment Advisers LLC | 445,166 | $9,306 萬 | 0.92% | +467+0.1% | 加碼 |
| Pinnacle Associates Ltd | 447,409 | $9,353 萬 | 1.02% | −2,065−0.5% | 減碼 |
| Meitav Dash Investments Ltd | 452,100 | $9,451 萬 | 0.64% | +452,100 | 新進 |
| Pzena Investment Management LLC | 454,492 | $9,501 萬 | 0.28% | −21,873−4.6% | 減碼 |
| CIBC Bancorp USA Inc. | 455,369 | $9,506 萬 | 0.12% | −50,537−10.0% | 減碼 |
| Federated Hermes, Inc. | 456,102 | $9,534 萬 | 0.14% | −406,747−47.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 587,689 | $9,636 萬 | 0.16% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 473,267 | $9,893 萬 | 0.21% | −16,759−3.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 473,583 | $9,900 萬 | 0.34% | −22,229−4.5% | 減碼 |
| Fullerton Fund Management Co Ltd. | 475,664 | $9,943 萬 | 6.39% | +60,793+14.7% | 加碼 |
| Treasurer of the State of North Carolina | 477,403 | $9,980 萬 | 0.26% | −8,310−1.7% | 減碼 |
| Agf Management Ltd | 493,165 | $1.03 億 | 0.40% | −122,533−19.9% | 減碼 |
| Nisa Investment Advisors, LLC | 498,557 | $1.04 億 | 0.33% | +38,195+8.3% | 加碼 |
| 1832 Asset Management L.P. | 500,207 | $1.05 億 | 0.13% | +470,846+1,603.6% | 加碼 |
| Capital Advisors Inc | 501,280 | $1.05 億 | 1.54% | −8,155−1.6% | 減碼 |
| Actiam N.V. | 508,175 | $1.06 億 | 0.82% | −46,237−8.3% | 減碼 |
| Employees Retirement System of Texas | 508,300 | $1.06 億 | 0.84% | +50,400+11.0% | 加碼 |
| MML Investors Services, LLC | 510,682 | $1.07 億 | 0.22% | +74,298+17.0% | 加碼 |
| Aristotle Capital Management, LLC | 518,691 | $1.08 億 | 0.23% | −128,000−19.8% | 減碼 |
| KLP Kapitalforvaltning AS | 520,889 | $1.09 億 | 0.35% | +19,800+4.0% | 加碼 |
| Woodline Partners LP | 521,140 | $1.09 億 | 0.34% | +382,171+275.0% | 加碼 |
| Creative Planning | 522,699 | $1.09 億 | 0.06% | +42,155+8.8% | 加碼 |
| Handelsbanken Fonder AB | 526,074 | $1.10 億 | 0.31% | +67,900+14.8% | 加碼 |
| Millennium Management LLC | 529,314 | $1.11 億 | 0.07% | −3,467,947−86.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 529,981 | $1.11 億 | 0.24% | −2,632−0.5% | 減碼 |
| Citadel Advisors LLC | 545,065 | $1.14 億 | 0.07% | −2,319,955−81.0% | 減碼 |
| Banco Santander, S.A. | 547,394 | $1.14 億 | 0.71% | +129,654+31.0% | 加碼 |
| Truist Financial Corp | 565,775 | $1.18 億 | 0.14% | −13,917−2.4% | 減碼 |
| Susquehanna International Group, LLP | 570,257 | $1.19 億 | 0.11% | +451,229+379.1% | 加碼 |
| Zurich Insurance Group Ltd | 579,127 | $1.21 億 | 0.84% | +279,255+93.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 584,785 | $1.22 億 | 0.32% | −13,813−2.3% | 減碼 |
| Life Cycle Investment Partners Ltd | 586,695 | $1.23 億 | 0.57% | +106,303+22.1% | 加碼 |
| TD Waterhouse Canada Inc. | 583,289 | $1.24 億 | 0.33% | +113,515+24.2% | 加碼 |
| Toronto Dominion Bank | 602,354 | $1.26 億 | 0.21% | +85,479+16.5% | 加碼 |
| Vanguard Investments Australia, Ltd. | 603,316 | $1.26 億 | 0.31% | +12,923+2.2% | 加碼 |
| Asset Management One Co.,Ltd. | 619,784 | $1.30 億 | 0.33% | −14,544−2.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 730,082 | $1.30 億 | 0.22% | +30,372+4.3% | 加碼 |
| Royal London Asset Management Ltd | 631,430 | $1.32 億 | 0.24% | −21,479−3.3% | 減碼 |
| State of Wisconsin Investment Board | 635,124 | $1.33 億 | 0.27% | −52,495−7.6% | 減碼 |
| Rathbone Brothers plc | 636,079 | $1.33 億 | 0.49% | −106,299−14.3% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 644,068 | $1.35 億 | 0.60% | +217,881+51.1% | 加碼 |
| CIBC World Markets Inc. | 663,252 | $1.39 億 | 0.23% | −192,379−22.5% | 減碼 |
| Retirement Systems of Alabama | 687,485 | $1.44 億 | 0.43% | −102,105−12.9% | 減碼 |
| UniSuper Management Pty Ltd | 702,107 | $1.47 億 | 0.76% | +68,890+10.9% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 704,213 | $1.47 億 | 0.37% | +57,607+8.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 701,784 | $1.47 億 | 0.38% | +14,609+2.1% | 加碼 |