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 2,745 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
- 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 35 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 15,590 | $325.9 萬 | 0.02% | +83+0.5% | 加碼 |
| OmniStar Financial Group, Inc. | 15,523 | $324.5 萬 | 1.50% | +1,143+7.9% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 15,505 | $324.1 萬 | 0.17% | +892+6.1% | 加碼 |
| White Pine Capital LLC | 15,485 | $323.7 萬 | 0.76% | −62−0.4% | 減碼 |
| Wedmont Private Capital | 14,551 | $323.4 萬 | 0.09% | +125+0.9% | 加碼 |
| P.A.W. Capital Corp | 15,295 | $319.7 萬 | 2.45% | −580−3.7% | 減碼 |
| Polymer Capital Management (US) LLC | 15,224 | $318.2 萬 | 0.47% | +13,338+707.2% | 加碼 |
| Nicolet Bankshares Inc | 14,737 | $316.6 萬 | 0.10% | −878−5.6% | 減碼 |
| Advisors Capital Management, LLC | 15,137 | $316.4 萬 | 0.03% | +339+2.3% | 加碼 |
| AMG National Trust Bank | 15,112 | $315.9 萬 | 0.06% | −3,474−18.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 15,084 | $315.3 萬 | 0.15% | −202−1.3% | 減碼 |
| Decatur Capital Management, Inc. | 15,004 | $313.6 萬 | 1.06% | +10.0% | 加碼 |
| Advent Capital Management | 15,000 | $313.6 萬 | 0.07% | −3,000−16.7% | 減碼 |
| CFM Wealth Partners LLC | 14,963 | $312.8 萬 | 0.40% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 14,879 | $311.0 萬 | 0.04% | +6,604+79.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 14,865 | $310.7 萬 | 0.19% | +188+1.3% | 加碼 |
| 1st Source Bank | 14,859 | $310.6 萬 | 0.14% | +42+0.3% | 加碼 |
| Stevens Capital Management LP | 14,839 | $310.2 萬 | 0.74% | +6,865+86.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 14,787 | $309.1 萬 | 0.04% | −13,281−47.3% | 減碼 |
| Insigneo Advisory Services, LLC | 14,784 | $309.0 萬 | 0.12% | −135−0.9% | 減碼 |
| Freedom Day Solutions, LLC | 14,783 | $309.0 萬 | 0.68% | −284−1.9% | 減碼 |
| Mather Group, LLC. | 14,757 | $308.5 萬 | 0.03% | +1,570+11.9% | 加碼 |
| Rothschild Investment LLC | 14,730 | $307.9 萬 | 0.12% | +6,797+85.7% | 加碼 |
| Norden Group LLC | 14,722 | $307.7 萬 | 0.25% | +850+6.1% | 加碼 |
| 71 West Capital Partners | 14,698 | $307.2 萬 | 0.11% | +3,917+36.3% | 加碼 |
| Quent Capital, LLC | 14,689 | $307.1 萬 | 0.19% | +348+2.4% | 加碼 |
| Hall Laurie J Trustee | 14,625 | $305.7 萬 | 0.95% | −250−1.7% | 減碼 |
| Arrow Financial Corp | 14,622 | $305.7 萬 | 0.27% | −566−3.7% | 減碼 |
| Interchange Capital Partners, LLC | 14,583 | $304.8 萬 | 0.57% | +1,932+15.3% | 加碼 |
| Valeo Financial Advisors, LLC | 14,476 | $302.6 萬 | 0.06% | +655+4.7% | 加碼 |
| BOK Financial Private Wealth, Inc. | 14,460 | $302.3 萬 | 0.16% | −1,331−8.4% | 減碼 |
| New England Research & Management, Inc. | 14,450 | $302.1 萬 | 1.18% | +500+3.6% | 加碼 |
| BCS Private Wealth Management, Inc. | 14,447 | $302.0 萬 | 0.91% | −2,334−13.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 14,380 | $300.6 萬 | 0.10% | −8,694−37.7% | 減碼 |
| Surience Private Wealth LLC | 14,355 | $300.1 萬 | 2.64% | +14,355 | 新進 |
| Mystic Asset Management, Inc. | 14,344 | $299.8 萬 | 0.64% | −330−2.2% | 減碼 |
| Granite Group Advisors, LLC | 14,335 | $299.7 萬 | 1.78% | −1,926−11.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 14,315 | $299.3 萬 | 0.00% | +5,017+54.0% | 加碼 |
| Ronald Blue Trust, Inc. | 14,316 | $299.2 萬 | 0.03% | −1,080−7.0% | 減碼 |
| Parsons Capital Management Inc | 14,301 | $298.9 萬 | 0.14% | +1,971+16.0% | 加碼 |
| Trust Investment Advisors | 14,275 | $298.4 萬 | 1.43% | −300−2.1% | 減碼 |
| NVWM, LLC | 14,179 | $296.4 萬 | 0.60% | −471−3.2% | 減碼 |
| Qtron Investments LLC | 14,162 | $296.0 萬 | 0.39% | −1,945−12.1% | 減碼 |
| Fortis Capital Advisors, LLC | 14,117 | $295.1 萬 | 0.33% | −1,007−6.7% | 減碼 |
| Quadcap Wealth Management, LLC | 14,072 | $294.2 萬 | 0.29% | +591+4.4% | 加碼 |
| Brown Financial Advisors | 14,022 | $293.1 萬 | 1.02% | −1,108−7.3% | 減碼 |
| Harfst & Associates, Inc. | 13,999 | $292.6 萬 | 0.45% | +73+0.5% | 加碼 |
| Aventura Private Wealth, LLC | 13,978 | $292.2 萬 | 0.90% | +314+2.3% | 加碼 |
| Umpqua Bank | 13,974 | $292.1 萬 | 0.66% | +158+1.1% | 加碼 |
| Tocqueville Asset Management L.P. | 13,952 | $291.7 萬 | 0.04% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 13,460 | $289.6 萬 | 0.06% | +1,546+13.0% | 加碼 |
| Garner Asset Management Corp | 13,760 | $287.6 萬 | 0.93% | +776+6.0% | 加碼 |
| Waterloo Capital, L.P. | 13,750 | $287.4 萬 | 0.16% | +10,140+280.9% | 加碼 |
| Cinctive Capital Management LP | 13,738 | $287.2 萬 | 0.11% | −55,263−80.1% | 減碼 |
| Avestar Capital, LLC | 13,658 | $285.5 萬 | 0.17% | −804−5.6% | 減碼 |
| Central Pacific Bank - Trust Division | 13,651 | $285.4 萬 | 0.29% | +3,756+38.0% | 加碼 |
| O'Neil Global Advisors, Inc. | 13,629 | $284.9 萬 | 0.64% | +13,629 | 新進 |
| Northcape Wealth Management, LLC | 13,620 | $284.7 萬 | 0.75% | −727−5.1% | 減碼 |
| Moss Adams Wealth Advisors LLC | 13,593 | $284.2 萬 | 0.18% | +167+1.2% | 加碼 |
| Cullinan Associates Inc | 13,585 | $284.0 萬 | 0.21% | −1,710−11.2% | 減碼 |
| Nilsine Partners, LLC | 13,538 | $283.0 萬 | 0.20% | +173+1.3% | 加碼 |
| Systematic Financial Management LP | 13,500 | $282.2 萬 | 0.06% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 13,414 | $280.4 萬 | 0.36% | −414−3.0% | 減碼 |
| Adviser Investments LLC | 13,368 | $279.4 萬 | 0.03% | +781+6.2% | 加碼 |
| Trust Asset Management LLC | 13,358 | $279.2 萬 | 0.17% | −421−3.1% | 減碼 |
| Axxion S.A. | 13,267 | $277.3 萬 | 0.20% | +13,267 | 新進 |
| Great Diamond Partners, LLC | 13,169 | $275.3 萬 | 0.47% | +70+0.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 13,120 | $274.3 萬 | 0.09% | +561+4.5% | 加碼 |
| Kathmere Capital Management, LLC | 13,084 | $273.5 萬 | 0.15% | +121+0.9% | 加碼 |
| WCG Wealth Advisors LLC | 13,070 | $273.2 萬 | 0.06% | +272+2.1% | 加碼 |
| Gryphon Financial Partners LLC | 13,057 | $272.9 萬 | 0.24% | +1,579+13.8% | 加碼 |
| NBT Bank N A | 12,985 | $271.4 萬 | 0.18% | −305−2.3% | 減碼 |
| Lansing Street Advisors | 12,967 | $271.1 萬 | 0.58% | +66+0.5% | 加碼 |
| Woodard & Co Asset Management Group Inc | 12,896 | $269.6 萬 | 0.39% | +12,896 | 新進 |
| Trust Co of Vermont | 12,882 | $269.3 萬 | 0.10% | +12,882 | 新進 |
| Center for Wealth Management Advisory | 12,874 | $269.1 萬 | 1.69% | +1,335+11.6% | 加碼 |
| Atlas Legacy Advisors, LLC | 13,807 | $267.1 萬 | 0.40% | +6,160+80.6% | 加碼 |
| Alerus Financial NA | 12,773 | $267.0 萬 | 0.12% | −2,690−17.4% | 減碼 |
| E Fund Management Co., Ltd. | 12,755 | $266.6 萬 | 0.06% | +465+3.8% | 加碼 |
| VestGen Advisors, LLC | 12,734 | $266.2 萬 | 0.08% | +651+5.4% | 加碼 |
| Greenwich Wealth Management LLC | 12,680 | $265.1 萬 | 0.10% | −96−0.8% | 減碼 |
| Principle Wealth Partners LLC | 12,675 | $265.0 萬 | 0.13% | +343+2.8% | 加碼 |
| M&G Plc | 12,635 | $264.1 萬 | 0.01% | 00.0% | 不變 |
| Chesapeake Wealth Management | 12,612 | $263.6 萬 | 0.74% | −219−1.7% | 減碼 |
| Altman Advisors, Inc. | 12,602 | $263.4 萬 | 0.95% | −446−3.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 12,594 | $263.3 萬 | 0.02% | +1,860+17.3% | 加碼 |
| Morse Asset Management, Inc | 12,555 | $262.4 萬 | 0.43% | +2,219+21.5% | 加碼 |
| Buckingham Strategic Partners | 12,523 | $261.8 萬 | 0.02% | +3,305+35.9% | 加碼 |
| Radnor Capital Management, LLC | 12,519 | $261.7 萬 | 0.37% | −140−1.1% | 減碼 |
| NorthRock Partners, LLC | 12,479 | $260.9 萬 | 0.04% | +510+4.3% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,404 | $259.3 萬 | 0.32% | +2,208+21.7% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 12,376 | $258.7 萬 | 0.04% | −10,438−45.8% | 減碼 |
| TriaGen Wealth Management LLC | 12,289 | $256.9 萬 | 0.64% | +7,021+133.3% | 加碼 |
| Daymark Wealth Partners, LLC | 12,270 | $256.5 萬 | 0.06% | +3,323+37.1% | 加碼 |
| Sentinus, LLC | 12,264 | $256.4 萬 | 0.20% | +4,809+64.5% | 加碼 |
| Convergence Investment Partners, LLC | 12,237 | $255.8 萬 | 0.24% | −505−4.0% | 減碼 |
| Park Edge Advisors, LLC | 12,222 | $255.5 萬 | 0.54% | +59+0.5% | 加碼 |
| Chatham Capital Group, Inc. | 12,212 | $255.3 萬 | 0.33% | −29−0.2% | 減碼 |
| Aft, Forsyth & Sober, LLC | 15,500 | $255.1 萬 | 0.80% | 00.0% | 不變 |
| Meadowbrook Advisors Group, LLC | 12,153 | $254.0 萬 | 1.36% | −1,844−13.2% | 減碼 |