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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 3,816,630 | $7.98 億 | 0.42% | +1,041,333+37.5% | 加碼 |
| Barclays PLC | 4,005,043 | $8.37 億 | 0.26% | −1,208,811−23.2% | 減碼 |
| Voya Investment Management LLC | 4,315,241 | $9.02 億 | 0.78% | +2,863,206+197.2% | 加碼 |
| Wells Fargo & Company | 4,469,936 | $9.34 億 | 0.16% | +138,920+3.2% | 加碼 |
| Marshall Wace, LLP | 4,648,847 | $9.72 億 | 0.82% | +451,578+10.8% | 加碼 |
| Boston Partners | 4,685,095 | $9.85 億 | 0.87% | +255,915+5.8% | 加碼 |
| Wellington Management Group LLP | 5,129,203 | $10.7 億 | 0.18% | +471,432+10.1% | 加碼 |
| Nuveen, LLC | 5,905,402 | $12.3 億 | 0.29% | +303,511+5.4% | 加碼 |
| Morgan Stanley | 6,085,858 | $12.7 億 | 0.07% | −41,538−0.7% | 減碼 |
| Bank of Montreal | 6,125,821 | $12.8 億 | 0.47% | −537,471−8.1% | 減碼 |
| Capital International Investors | 6,284,290 | $13.1 億 | 0.27% | −873,020−12.2% | 減碼 |
| Amundi | 6,692,356 | $14.0 億 | 0.34% | −288,920−4.1% | 減碼 |
| Royal Bank of Canada | 6,695,389 | $14.0 億 | 0.24% | −1,228,440−15.5% | 減碼 |
| Vanguard Fiduciary Trust Co | 6,709,499 | $14.0 億 | 0.31% | −44,190−0.7% | 減碼 |
| Dimensional Fund Advisors LP | 7,023,920 | $14.7 億 | 0.27% | −211,836−2.9% | 減碼 |
| Legal & General Group Plc | 7,494,442 | $15.7 億 | 0.33% | −800,821−9.7% | 減碼 |
| Franklin Resources Inc | 8,358,992 | $17.5 億 | 0.38% | −816,229−8.9% | 減碼 |
| Massachusetts Financial Services Co | 9,212,711 | $19.2 億 | 0.61% | −2,537,145−21.6% | 減碼 |
| Invesco Ltd. | 9,205,421 | $19.2 億 | 0.15% | +1,358,963+17.3% | 加碼 |
| Bank of New York Mellon Corp | 9,759,983 | $20.4 億 | 0.33% | −34,305−0.4% | 減碼 |
| Charles Schwab Investment Management Inc | 9,956,067 | $20.8 億 | 0.28% | −35,080−0.4% | 減碼 |
| Capital World Investors | 10,170,848 | $21.3 億 | 0.25% | +8,554,426+529.2% | 加碼 |
| Schroder Investment Management Group | 10,226,529 | $21.4 億 | 1.52% | −18,140−0.2% | 減碼 |
| UBS Group AG | 10,529,270 | $22.0 億 | 0.35% | −1,394,068−11.7% | 減碼 |
| UBS Asset Management Americas Inc | 11,206,144 | $23.4 億 | 0.43% | +188,296+1.7% | 加碼 |
| Northern Trust Corp | 12,514,426 | $26.2 億 | 0.30% | −303,635−2.4% | 減碼 |
| Goldman Sachs Group Inc | 13,906,759 | $29.1 億 | 0.30% | −968,422−6.5% | 減碼 |
| Ameriprise Financial Inc | 14,101,563 | $29.5 億 | 0.60% | +185,073+1.3% | 加碼 |
| Bank of America Corp | 16,651,161 | $34.8 億 | 0.22% | +324,485+2.0% | 加碼 |
| Norges Bank | 17,984,532 | $37.6 億 | 0.37% | +17,984,532 | 新進 |
| Capital Research Global Investors | 18,070,606 | $37.8 億 | 0.53% | −2,200,114−10.9% | 減碼 |
| Price T Rowe Associates Inc | 19,246,850 | $40.2 億 | 0.40% | +2,232,093+13.1% | 加碼 |
| FMR LLC | 24,903,987 | $52.1 億 | 0.23% | +2,173,964+9.6% | 加碼 |
| Fisher Asset Management, LLC | 26,172,995 | $54.7 億 | 1.63% | +572,927+2.2% | 加碼 |
| Geode Capital Management, LLC | 27,346,327 | $56.9 億 | 0.30% | −356,347−1.3% | 減碼 |
| Vanguard Portfolio Management LLC | 30,203,228 | $63.1 億 | 0.28% | −37,573−0.1% | 減碼 |
| JPMorgan Chase & Co | 44,363,477 | $93.9 億 | 0.55% | +785,198+1.8% | 加碼 |
| Vanguard Capital Management LLC | 77,700,641 | $162.4 億 | 0.35% | −14,4910.0% | 減碼 |
| BlackRock, Inc. | 94,899,620 | $198.4 億 | 0.30% | −1,497,269−1.6% | 減碼 |
| State Street Corp | 99,560,815 | $208.1 億 | 0.62% | −1,779,379−1.8% | 減碼 |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $788.3 億 | 100.00% | 00.0% | 不變 |
| BDF-Gestion | 14,327 | – | – | −1,611−10.1% | 減碼 |
| GFS Advisors, LLC | 440 | – | – | +440 | 新進 |
| Investment Research & Advisory Group, Inc. | 18 | – | – | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 2,295 | – | – | +2,295 | 新進 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −674,111−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −565,255−100.0% | 清倉 |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Hound Partners, LLC | 0 | $0 | 0.00% | −141,570−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −132,754−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −124,852−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −118,759−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −90,811−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −73,071−100.0% | 清倉 |
| Think Investments LP | 0 | $0 | 0.00% | −67,800−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −58,592−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −57,609−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −57,317−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −56,089−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −41,495−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −38,646−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −38,133−100.0% | 清倉 |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −33,691−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −22,736−100.0% | 清倉 |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −19,834−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −15,827−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −15,700−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,214−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −11,414−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −11,588−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −11,081−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,020−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −8,682−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −8,150−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −7,976−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −6,928−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,677−100.0% | 清倉 |
| Ally Financial Inc. | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −5,401−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −5,383−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −5,166−100.0% | 清倉 |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −5,130−100.0% | 清倉 |
| Providence First Trust Co | 0 | $0 | 0.00% | −4,531−100.0% | 清倉 |
| Directional Asset Management | 0 | $0 | 0.00% | −4,459−100.0% | 清倉 |
| Encore Global Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −3,865−100.0% | 清倉 |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −3,654−100.0% | 清倉 |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −3,642−100.0% | 清倉 |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −3,080−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −3,017−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −2,672−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −2,508−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,389−100.0% | 清倉 |
| Breakthru Advisory Services, LLC | 0 | $0 | 0.00% | −2,261−100.0% | 清倉 |
| Redwood Family Wealth LLC | 0 | $0 | 0.00% | −2,034−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −1,809−100.0% | 清倉 |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −1,767−100.0% | 清倉 |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,758−100.0% | 清倉 |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −1,499−100.0% | 清倉 |