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
- 持有機構
- 2,746
- 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 947 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 |
|---|---|---|---|---|---|
| Clarendon Private LLC | 7,475 | $156.3 萬 | 1.00% | +213+2.9% | 加碼 |
| Forum Financial Management, LP | 7,469 | $156.1 萬 | 0.02% | −5,494−42.4% | 減碼 |
| Zhang Financial LLC | 7,462 | $156.0 萬 | 0.05% | +420+6.0% | 加碼 |
| Genesee Capital Advisors, LLC | 7,460 | $155.9 萬 | 0.49% | +903+13.8% | 加碼 |
| Saiph Capital, LLC | 7,435 | $155.4 萬 | 0.47% | +2,821+61.1% | 加碼 |
| WESPAC Advisors SoCal, LLC | 7,428 | $155.3 萬 | 0.28% | +336+4.7% | 加碼 |
| Grove Bank & Trust | 7,416 | $155.0 萬 | 0.15% | +10.0% | 加碼 |
| Davidson Capital Management Inc. | 7,410 | $154.9 萬 | 0.25% | +151+2.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,392 | $154.5 萬 | 0.13% | +23+0.3% | 加碼 |
| Orion Capital Management LLC | 7,350 | $153.6 萬 | 0.48% | −310−4.0% | 減碼 |
| Financial Engines Advisors L.L.C. | 7,326 | $153.1 萬 | 0.00% | −148−2.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 7,310 | $152.8 萬 | 0.08% | −545−6.9% | 減碼 |
| Destination Wealth Management | 7,291 | $152.4 萬 | 0.04% | +727+11.1% | 加碼 |
| Mindset Wealth Management, LLC | 7,283 | $152.3 萬 | 0.29% | +614+9.2% | 加碼 |
| Accurate Wealth Management, LLC | 6,808 | $151.3 萬 | 0.14% | +605+9.8% | 加碼 |
| Asset Dedication, LLC | 7,200 | $150.5 萬 | 0.09% | −101−1.4% | 減碼 |
| Harbour Investments, Inc. | 7,199 | $150.5 萬 | 0.02% | +457+6.8% | 加碼 |
| Bull Street Advisors, LLC | 7,170 | $149.9 萬 | 0.68% | −15−0.2% | 減碼 |
| Harrell Investment Partners, LLC | 7,163 | $149.7 萬 | 0.32% | +240+3.5% | 加碼 |
| Personal Cfo Solutions, LLC | 7,157 | $149.6 萬 | 0.22% | +216+3.1% | 加碼 |
| Baker Avenue Asset Management, LP | 7,154 | $149.5 萬 | 0.03% | +443+6.6% | 加碼 |
| Cidel Asset Management Inc | 7,124 | $148.9 萬 | 0.07% | −165−2.3% | 減碼 |
| Grandview Asset Management LLC | 6,959 | $148.5 萬 | 0.37% | +542+8.4% | 加碼 |
| Paladin Wealth, LLC | 7,079 | $148.0 萬 | 0.86% | −208−2.9% | 減碼 |
| NBH Bank | 7,077 | $147.9 萬 | 0.62% | +7,077 | 新進 |
| Cooper Financial Group | 7,055 | $147.5 萬 | 0.12% | +443+6.7% | 加碼 |
| Atticus Wealth Management, LLC | 7,031 | $147.0 萬 | 0.35% | +997+16.5% | 加碼 |
| Welch & Forbes LLC | 7,026 | $146.9 萬 | 0.02% | +1,369+24.2% | 加碼 |
| Evansbrook LLC | 7,016 | $146.7 萬 | 0.87% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 6,998 | $146.3 萬 | 0.04% | +3,463+98.0% | 加碼 |
| Owen LaRue, LLC | 6,964 | $145.6 萬 | 0.51% | +6,964 | 新進 |
| Cim Investment Mangement Inc | 6,963 | $145.6 萬 | 0.35% | −665−8.7% | 減碼 |
| Delphi Management Inc | 6,942 | $145.1 萬 | 1.42% | +5+0.1% | 加碼 |
| PDS Planning, Inc | 6,927 | $144.8 萬 | 0.08% | +295+4.4% | 加碼 |
| Prosperity Consulting Group, LLC | 6,904 | $144.3 萬 | 0.05% | +733+11.9% | 加碼 |
| Visionary Wealth Advisors | 6,887 | $144.0 萬 | 0.06% | +121+1.8% | 加碼 |
| Investors Research Corp | 6,883 | $143.9 萬 | 0.26% | −20−0.3% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,855 | $143.3 萬 | 0.36% | 00.0% | 不變 |
| L2 Asset Management, LLC | 6,845 | $143.1 萬 | 0.15% | +400+6.2% | 加碼 |
| Trust Point Inc. | 6,819 | $142.5 萬 | 0.12% | +144+2.2% | 加碼 |
| Empower Advisory Group, LLC | 6,815 | $142.5 萬 | 0.00% | +405+6.3% | 加碼 |
| Diligent Investors, LLC | 6,806 | $142.3 萬 | 0.32% | −7,158−51.3% | 減碼 |
| Facet Wealth, Inc. | 6,794 | $142.0 萬 | 0.02% | +1,722+34.0% | 加碼 |
| Autumn Glory Partners, LLC | 6,761 | $141.3 萬 | 0.40% | +5+0.1% | 加碼 |
| Canton Hathaway, LLC | 6,725 | $140.6 萬 | 0.27% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 6,710 | $140.3 萬 | 0.30% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 6,700 | $140.1 萬 | 0.19% | +185+2.8% | 加碼 |
| Verity & Verity, LLC | 6,698 | $140.0 萬 | 0.10% | −865−11.4% | 減碼 |
| ARS Investment Partners, LLC | 6,679 | $139.6 萬 | 0.06% | −176,978−96.4% | 減碼 |
| Fiduciary Family Office, LLC | 6,667 | $139.4 萬 | 0.35% | +1,435+27.4% | 加碼 |
| HBK Sorce Advisory LLC | 6,384 | $139.3 萬 | 0.03% | −64−1.0% | 減碼 |
| Indivisible Partners | 6,642 | $138.9 萬 | 0.08% | +2,108+46.5% | 加碼 |
| Empire Financial Management Company, LLC | 6,628 | $138.6 萬 | 0.55% | −30−0.5% | 減碼 |
| Harbor Advisors LLC | 6,608 | $138.1 萬 | 0.17% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 6,602 | $138.0 萬 | 0.07% | −268−3.9% | 減碼 |
| Zions Bancorporation, National Association | 6,581 | $137.6 萬 | 0.08% | −491−6.9% | 減碼 |
| Machina Capital S.A.S. | 6,577 | $137.5 萬 | 0.22% | +736+12.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,556 | $137.0 萬 | 0.05% | +28+0.4% | 加碼 |
| Independent Investors Inc | 6,533 | $136.6 萬 | 0.26% | −250−3.7% | 減碼 |
| Longfellow Investment Management Co LLC | 6,532 | $136.5 萬 | 0.28% | −1,353−17.2% | 減碼 |
| First Foundation Advisors | 6,509 | $136.1 萬 | 0.05% | +517+8.6% | 加碼 |
| Pure Financial Advisors, Inc. | 6,502 | $135.9 萬 | 0.02% | +1,492+29.8% | 加碼 |
| Robotti Robert | 6,500 | $135.9 萬 | 0.22% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $135.3 萬 | 0.08% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,471 | $135.3 萬 | 0.09% | +1,608+33.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 6,461 | $135.1 萬 | 0.03% | +581+9.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,449 | $134.8 萬 | 0.16% | +659+11.4% | 加碼 |
| Jmac Enterprises LLC | 6,400 | $133.8 萬 | 0.23% | 00.0% | 不變 |
| Csenge Advisory Group | 6,384 | $133.5 萬 | 0.05% | −211−3.2% | 減碼 |
| Childress Capital Advisors, LLC | 6,381 | $133.4 萬 | 0.22% | −150−2.3% | 減碼 |
| Hamilton Capital, LLC | 6,332 | $132.4 萬 | 0.07% | −64−1.0% | 減碼 |
| RiverFront Investment Group, LLC | 6,330 | $132.3 萬 | 0.02% | −1,724−21.4% | 減碼 |
| Fortress Private Ledger, LLC | 6,324 | $132.2 萬 | 0.36% | +651+11.5% | 加碼 |
| RMR Wealth Builders | 6,308 | $131.9 萬 | 0.08% | −230−3.5% | 減碼 |
| Simplicity Wealth,LLC | 6,263 | $130.9 萬 | 0.04% | +817+15.0% | 加碼 |
| Chicago Wealth Management, Inc. | 6,243 | $130.5 萬 | 0.46% | 00.0% | 不變 |
| Mechanics Financial Corp | 6,221 | $130.0 萬 | 0.47% | +33+0.5% | 加碼 |
| Charles Schwab Trust Co | 6,211 | $129.8 萬 | 0.07% | +305+5.2% | 加碼 |
| Churchill Financial Advisors, LLC | 6,205 | $129.7 萬 | 0.25% | −500−7.5% | 減碼 |
| Somerville Kurt F | 6,200 | $129.6 萬 | 0.31% | 00.0% | 不變 |
| Souders Financial Advisors | 6,196 | $129.5 萬 | 0.13% | +464+8.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 6,194 | $129.5 萬 | 0.49% | 00.0% | 不變 |
| PCM Encore, LLC | 6,183 | $129.3 萬 | 0.23% | −95−1.5% | 減碼 |
| Vigil Wealth Management, LLC | 6,170 | $129.0 萬 | 0.92% | 00.0% | 不變 |
| Everest Financial Group LLC | 6,166 | $128.9 萬 | 0.17% | −65−1.0% | 減碼 |
| Versant Capital Management, Inc | 6,154 | $128.6 萬 | 0.12% | −529−7.9% | 減碼 |
| LM Advisors LLC | 6,120 | $128.4 萬 | 0.15% | +5,113+507.7% | 加碼 |
| Strategic Blueprint, LLC | 6,091 | $127.3 萬 | 0.06% | +347+6.0% | 加碼 |
| Klingman & Associates, LLC | 6,070 | $126.9 萬 | 0.05% | −709−10.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 6,060 | $126.7 萬 | 0.24% | −622−9.3% | 減碼 |
| Guardian Partners Inc. | 6,059 | $126.7 萬 | 0.11% | −150−2.4% | 減碼 |
| Atlantic Union Bankshares Corp | 6,043 | $126.3 萬 | 0.02% | −551−8.4% | 減碼 |
| SlateStone Wealth, LLC | 6,026 | $126.0 萬 | 0.10% | −99−1.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 6,001 | $125.4 萬 | 0.07% | +558+10.3% | 加碼 |
| Goldstone Financial Group, LLC | 5,990 | $125.2 萬 | 0.11% | −416−6.5% | 減碼 |
| Berger Financial Group, Inc | 5,970 | $124.8 萬 | 0.06% | −11−0.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,947 | $124.3 萬 | 0.02% | −189−3.1% | 減碼 |
| Essex Financial Services, Inc. | 5,885 | $123.0 萬 | 0.06% | −677−10.3% | 減碼 |
| Leelyn Smith, LLC | 5,845 | $122.2 萬 | 0.15% | +5+0.1% | 加碼 |
| YANKCOM Partnership | 5,840 | $122.1 萬 | 0.44% | −5−0.1% | 減碼 |