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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 12,125 | $253.5 萬 | 0.29% | +687+6.0% | 加碼 |
| Verdence Capital Advisors LLC | 12,036 | $251.6 萬 | 0.13% | −58−0.5% | 減碼 |
| Moody National Bank Trust Division | 12,034 | $251.6 萬 | 0.21% | −860−6.7% | 減碼 |
| BankPlus Trust Department | 11,990 | $250.6 萬 | 0.59% | +777+6.9% | 加碼 |
| Berkshire Asset Management LLC | 11,949 | $249.8 萬 | 0.10% | +58+0.5% | 加碼 |
| PMC FIG Opportunities LLC | 11,946 | $249.7 萬 | 4.01% | +11,946 | 新進 |
| TLWM | 11,940 | $249.6 萬 | 0.41% | −142−1.2% | 減碼 |
| Parcion Private Wealth LLC | 11,897 | $248.7 萬 | 0.14% | +1,221+11.4% | 加碼 |
| Infrastructure Capital Advisors, LLC | 11,871 | $248.2 萬 | 0.19% | +2,914+32.5% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 11,860 | $247.9 萬 | 0.05% | −34,983−74.7% | 減碼 |
| Catalyst Funds Management Pty Ltd | 11,850 | $247.7 萬 | 0.14% | +8,094+215.5% | 加碼 |
| Ashford Capital Management Inc | 11,820 | $247.1 萬 | 0.26% | +7,250+158.6% | 加碼 |
| Strategic Wealth Partners, Ltd. | 11,803 | $246.7 萬 | 0.15% | +6,113+107.4% | 加碼 |
| Allen Investment Management LLC | 11,697 | $244.5 萬 | 0.03% | 00.0% | 不變 |
| A. D. Beadell Investment Counsel, Inc. | 11,655 | $243.6 萬 | 1.56% | −2,976−20.3% | 減碼 |
| Independent Financial Group, LLC | 11,635 | $243.2 萬 | 0.05% | −2,048−15.0% | 減碼 |
| Advisors Preferred, LLC | 11,300 | $241.7 萬 | 0.37% | 00.0% | 不變 |
| Sagewood Asset Management LP | 11,528 | $241.0 萬 | 0.55% | +344+3.1% | 加碼 |
| Everhart Financial Group, Inc. | 11,479 | $240.0 萬 | 0.15% | −834−6.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 11,325 | $239.3 萬 | 0.26% | +667+6.3% | 加碼 |
| Armis Advisers, LLC | 10,741 | $238.5 萬 | 0.22% | −125−1.2% | 減碼 |
| Ar Asset Management Inc | 11,400 | $238.3 萬 | 0.44% | 00.0% | 不變 |
| Richards, Merrill & Peterson, Inc. | 11,300 | $236.2 萬 | 0.75% | +412+3.8% | 加碼 |
| Nations Financial Group Inc, | 11,299 | $236.2 萬 | 0.11% | +302+2.7% | 加碼 |
| Fisher Funds Management LTD | 11,285 | $235.9 萬 | 0.07% | +3,151+38.7% | 加碼 |
| True North Advisors, LLC | 11,201 | $234.1 萬 | 0.22% | −10,002−47.2% | 減碼 |
| Trustmark National Bank Trust Department | 11,184 | $233.8 萬 | 0.14% | −208−1.8% | 減碼 |
| North Dallas Bank & Trust Co | 11,169 | $233.5 萬 | 1.38% | −173−1.5% | 減碼 |
| Triad Wealth Partners, LLC | 11,050 | $233.4 萬 | 0.14% | +2,403+27.8% | 加碼 |
| Moment Partners, LLC | 11,160 | $233.3 萬 | 0.42% | 00.0% | 不變 |
| Courier Capital LLC | 11,102 | $232.1 萬 | 0.12% | −217−1.9% | 減碼 |
| FCG Investment Co | 11,077 | $231.6 萬 | 0.80% | +4,128+59.4% | 加碼 |
| Hilltop Holdings Inc. | 11,070 | $231.4 萬 | 0.19% | +2,039+22.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 11,021 | $231.1 萬 | 0.06% | +11,021 | 新進 |
| Wealthcare Advisory Partners LLC | 11,043 | $230.9 萬 | 0.04% | −7,094−39.1% | 減碼 |
| BlueCrest Capital Management Ltd | 11,023 | $230.4 萬 | 0.10% | +11,023 | 新進 |
| Delta Asset Management LLC | 10,951 | $228.9 萬 | 0.20% | −36−0.3% | 減碼 |
| Independence Bank of Kentucky | 10,923 | $228.3 萬 | 0.26% | −197−1.8% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 10,869 | $227.2 萬 | 0.15% | +5,631+107.5% | 加碼 |
| Cambria Investment Management, L.P. | 10,835 | $226.5 萬 | 0.11% | +5,693+110.7% | 加碼 |
| Excalibur Management Corp | 10,799 | $225.7 萬 | 0.74% | −1,107−9.3% | 減碼 |
| Cigna Investments Inc | 10,716 | $224.0 萬 | 0.29% | −196−1.8% | 減碼 |
| MW Advisory, LLC | 10,637 | $222.3 萬 | 0.89% | +10,637 | 新進 |
| Wilkins Investment Counsel Inc | 10,599 | $221.6 萬 | 0.30% | −550−4.9% | 減碼 |
| CWA Asset Management Group, LLC | 10,565 | $220.9 萬 | 0.07% | +2,456+30.3% | 加碼 |
| Zullo Investment Group, Inc. | 10,526 | $220.0 萬 | 0.75% | −184−1.7% | 減碼 |
| Profund Advisors LLC | 10,514 | $219.8 萬 | 0.06% | −325−3.0% | 減碼 |
| LMR Partners LLP | 10,514 | $219.8 萬 | 0.02% | +4,199+66.5% | 加碼 |
| Jamison Private Wealth Management, Inc. | 10,505 | $219.6 萬 | 0.23% | +348+3.4% | 加碼 |
| Portside Wealth Group, LLC | 10,479 | $219.0 萬 | 0.26% | +26+0.2% | 加碼 |
| Larson Financial Group LLC | 10,454 | $218.5 萬 | 0.06% | −3,369−24.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 10,433 | $218.1 萬 | 0.06% | +2,532+32.0% | 加碼 |
| Cape Ann Savings Bank | 10,423 | $217.9 萬 | 1.03% | −587−5.3% | 減碼 |
| Community Bank, N.A. | 10,419 | $217.8 萬 | 0.24% | −475−4.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 10,405 | $217.5 萬 | 0.09% | −2,143−17.1% | 減碼 |
| PDT Partners, LLC | 10,400 | $217.4 萬 | 0.11% | −1,400−11.9% | 減碼 |
| Wedbush Securities Inc | 10,343 | $216.2 萬 | 0.06% | −616−5.6% | 減碼 |
| Vann Equity Management LLC | 10,338 | $216.1 萬 | 1.31% | −174−1.7% | 減碼 |
| Peak Financial Advisors LLC | 10,315 | $215.6 萬 | 0.89% | +10,315 | 新進 |
| Alps Advisors Inc | 10,272 | $214.7 萬 | 0.01% | +10,272 | 新進 |
| Magnus Financial Group LLC | 10,249 | $214.2 萬 | 0.15% | +409+4.2% | 加碼 |
| Gallagher Capital Advisors, LLC | 10,115 | $211.4 萬 | 1.23% | +52+0.5% | 加碼 |
| Evelyn Partners Group Ltd | 10,063 | $210.4 萬 | 0.04% | +10,063 | 新進 |
| Washington Trust Co | 10,047 | $210.0 萬 | 0.07% | −752−7.0% | 減碼 |
| Westpac Banking Corp | 10,021 | $209.5 萬 | 0.13% | −1,242−11.0% | 減碼 |
| W Advisors, LLC | 9,934 | $207.7 萬 | 0.94% | −151−1.5% | 減碼 |
| Clough Capital Partners L P | 9,928 | $207.5 萬 | 0.17% | 00.0% | 不變 |
| Lee Financial Co | 9,907 | $207.1 萬 | 0.26% | −34−0.3% | 減碼 |
| Cache Advisors, LLC | 9,897 | $206.9 萬 | 0.18% | +6,535+194.4% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 9,750 | $203.8 萬 | 0.24% | +223+2.3% | 加碼 |
| Berkeley Capital Partners, LLC | 9,723 | $203.2 萬 | 0.42% | +77+0.8% | 加碼 |
| Matrix Trust Co | 9,721 | $203.2 萬 | 0.29% | −4,789−33.0% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 9,717 | $203.1 萬 | 0.71% | −699−6.7% | 減碼 |
| Inscription Capital, LLC | 9,691 | $202.6 萬 | 0.18% | +2,376+32.5% | 加碼 |
| Chemung Canal Trust Co | 9,691 | $202.6 萬 | 0.37% | −724−7.0% | 減碼 |
| BTG Pactual Asset Management US LLC | 9,647 | $201.7 萬 | 0.15% | +7,655+384.3% | 加碼 |
| DRW Securities, LLC | 9,642 | $201.5 萬 | 0.12% | +3,881+67.4% | 加碼 |
| Bamco Inc | 9,620 | $201.1 萬 | 0.00% | +520+5.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 9,580 | $200.8 萬 | 0.05% | +2,899+43.4% | 加碼 |
| Paradigm Asset Management Co LLC | 9,600 | $200.7 萬 | 0.43% | −9,900−50.8% | 減碼 |
| TownSquare Capital, LLC | 9,569 | $200.0 萬 | 0.37% | +24+0.3% | 加碼 |
| Wiregrass Investment Management LLC | 9,526 | $199.1 萬 | 1.36% | +218+2.3% | 加碼 |
| IHT Wealth Management, LLC | 9,521 | $199.0 萬 | 0.04% | +410+4.5% | 加碼 |
| Kingsview Wealth Management, LLC | 9,400 | $196.5 萬 | 0.02% | +943+11.2% | 加碼 |
| Engineers Gate Manager LP | 9,379 | $196.1 萬 | 0.03% | −1,019−9.8% | 減碼 |
| First Citizens Financial Corp | 9,378 | $196.0 萬 | 0.82% | −878−8.6% | 減碼 |
| Capital Markets Trading UK LLP | 9,361 | $195.7 萬 | 1.40% | +3,837+69.5% | 加碼 |
| International Assets Investment Management, LLC | 238,740 | $195.5 萬 | 0.12% | −21,183−8.1% | 減碼 |
| Fort Point Capital Partners LLC | 9,299 | $194.4 萬 | 0.21% | −79−0.8% | 減碼 |
| Avalon Trust Co | 9,296 | $194.3 萬 | 0.12% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 9,260 | $193.6 萬 | 0.16% | +30.0% | 加碼 |
| Advisory Alpha, LLC | 9,219 | $192.8 萬 | 0.05% | +921+11.1% | 加碼 |
| Advyzon Investment Management, LLC | 9,219 | $192.7 萬 | 0.14% | +402+4.6% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 9,216 | $192.7 萬 | 1.16% | −663−6.7% | 減碼 |
| Private Trust Co NA | 9,199 | $192.3 萬 | 0.15% | +1,651+21.9% | 加碼 |
| Bryn Mawr Trust Co | 9,198 | $192.3 萬 | 0.04% | +218+2.4% | 加碼 |
| Modera Wealth Management, LLC | 9,181 | $191.9 萬 | 0.02% | −54−0.6% | 減碼 |
| Northstar Advisory Group, LLC | 9,171 | $191.7 萬 | 0.60% | +302+3.4% | 加碼 |
| Hancock Whitney Corp | 9,170 | $191.7 萬 | 0.03% | −116−1.2% | 減碼 |
| Integrity Alliance, LLC. | 9,152 | $191.3 萬 | 0.06% | +651+7.7% | 加碼 |