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 |
|---|---|---|---|---|---|
| Alliance Private Wealth, LLC | 5,834 | $122.0 萬 | 0.42% | −390−6.3% | 減碼 |
| MBL Wealth, LLC | 5,829 | $121.9 萬 | 0.08% | +457+8.5% | 加碼 |
| Lee Danner & Bass Inc | 5,820 | $121.7 萬 | 0.07% | +6+0.1% | 加碼 |
| Baron Wealth Management LLC | 5,817 | $121.6 萬 | 0.32% | +102+1.8% | 加碼 |
| BKD Wealth Advisors, LLC | 5,811 | $121.5 萬 | 0.02% | +305+5.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 5,750 | $120.2 萬 | 0.07% | −37−0.6% | 減碼 |
| Evernest Financial Advisors, LLC | 5,700 | $119.2 萬 | 0.25% | +5+0.1% | 加碼 |
| Portfolio Design Labs, LLC | 5,683 | $118.8 萬 | 0.19% | −251−4.2% | 減碼 |
| Roundview Capital LLC | 5,669 | $118.5 萬 | 0.06% | +988+21.1% | 加碼 |
| Rogco, LP | 5,668 | $118.5 萬 | 0.36% | 00.0% | 不變 |
| Legacy Edge Advisors, LLC | 5,664 | $118.4 萬 | 0.11% | +2,600+84.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,650 | $118.1 萬 | 0.10% | −207−3.5% | 減碼 |
| Clear Wave Wealth Management LLC | 5,647 | $118.0 萬 | 0.26% | +50+0.9% | 加碼 |
| Quotient Wealth Partners, LLC | 5,628 | $117.6 萬 | 0.03% | +280+5.2% | 加碼 |
| One Capital Management, LLC | 7,139 | $117.5 萬 | 0.03% | 00.0% | 不變 |
| Whalen Wealth Management Inc. | 5,620 | $117.5 萬 | 0.53% | −917−14.0% | 減碼 |
| Ocean Capital Management, LLC | 5,604 | $117.1 萬 | 0.22% | +22+0.4% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 5,596 | $117.0 萬 | 0.28% | −19−0.3% | 減碼 |
| Sippican Capital Advisors | 5,593 | $116.9 萬 | 0.71% | 00.0% | 不變 |
| Berkshire Bank | 5,587 | $116.8 萬 | 0.22% | −430−7.1% | 減碼 |
| Curbstone Financial Management Corp | 5,576 | $116.6 萬 | 0.20% | −100−1.8% | 減碼 |
| Wealth Science Advisors LLC | 5,563 | $116.3 萬 | 0.52% | +1,018+22.4% | 加碼 |
| Net Worth Advisory Group | 5,539 | $115.8 萬 | 0.29% | −147−2.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 5,534 | $115.7 萬 | 0.02% | +228+4.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 5,523 | $115.4 萬 | 0.14% | +5,002+960.1% | 加碼 |
| Eads & Heald Wealth Management | 5,507 | $115.1 萬 | 0.56% | −216−3.8% | 減碼 |
| Wealth Effects LLC | 5,500 | $115.0 萬 | 0.31% | +500+10.0% | 加碼 |
| SageView Advisory Group, LLC | 5,496 | $114.9 萬 | 0.04% | +1,033+23.1% | 加碼 |
| United Community Bank | 5,496 | $114.9 萬 | 0.36% | +120+2.2% | 加碼 |
| Argentarii, LLC | 5,337 | $114.8 萬 | 0.35% | +484+10.0% | 加碼 |
| Heritage Wealth Advisors | 5,484 | $114.6 萬 | 0.04% | +3+0.1% | 加碼 |
| Northern Financial Advisors Inc | 5,473 | $114.4 萬 | 0.76% | +20.0% | 加碼 |
| Resurgent Financial Advisors LLC | 5,465 | $114.2 萬 | 0.32% | +143+2.7% | 加碼 |
| Ellevest, Inc. | 5,501 | $114.1 萬 | 0.13% | −370−6.3% | 減碼 |
| Quilter Plc | 5,450 | $113.9 萬 | 0.02% | +180+3.4% | 加碼 |
| GeoWealth Management, LLC | 5,442 | $113.7 萬 | 0.04% | −179−3.2% | 減碼 |
| Ameritas Advisory Services, LLC | 5,441 | $113.7 萬 | 0.02% | +1,033+23.4% | 加碼 |
| Fort Sheridan Advisors LLC | 5,435 | $113.6 萬 | 0.12% | +20.0% | 加碼 |
| Adirondack Trust Co | 5,429 | $113.5 萬 | 0.34% | −90−1.6% | 減碼 |
| Focused Alpha, LLC | 5,425 | $113.4 萬 | 0.29% | +38+0.7% | 加碼 |
| Prestige Wealth Management Group LLC | 5,415 | $113.2 萬 | 0.21% | +1,848+51.8% | 加碼 |
| AdvisorNet Financial, Inc | 5,413 | $113.2 萬 | 0.05% | +126+2.4% | 加碼 |
| Davis R M Inc | 5,391 | $112.7 萬 | 0.02% | −34−0.6% | 減碼 |
| MCF Advisors LLC | 5,376 | $112.4 萬 | 0.04% | −1,518−22.0% | 減碼 |
| Johnson & White Wealth Management, LLC | 5,375 | $112.4 萬 | 0.42% | −345−6.0% | 減碼 |
| Mechanics Bank Trust Department | 5,366 | $112.2 萬 | 0.14% | −80−1.5% | 減碼 |
| Hodges Capital Management Inc. | 5,351 | $111.9 萬 | 0.07% | −21,817−80.3% | 減碼 |
| Harbor Investment Advisory, LLC | 5,351 | $111.8 萬 | 0.08% | +606+12.8% | 加碼 |
| SFMG, LLC | 5,335 | $111.5 萬 | 0.07% | +362+7.3% | 加碼 |
| S-Bank Fund Management Ltd | 5,324 | $111.3 萬 | 0.15% | +5,324 | 新進 |
| Canopy Partners, LLC | 5,323 | $111.3 萬 | 0.33% | −17−0.3% | 減碼 |
| Pictet & Cie (Europe) SA | 5,311 | $111.0 萬 | 0.02% | −186−3.4% | 減碼 |
| Red Lighthouse Investment Management, LLC | 5,307 | $110.9 萬 | 0.33% | +24+0.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,293 | $110.6 萬 | 0.05% | −332−5.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,270 | $110.2 萬 | 0.10% | −10−0.2% | 減碼 |
| Clifford Group, LLC | 5,257 | $109.9 萬 | 0.76% | −335−6.0% | 減碼 |
| Arbor Investment Advisors, LLC | 5,239 | $109.5 萬 | 0.12% | +1,064+25.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 5,228 | $109.3 萬 | 0.07% | +958+22.4% | 加碼 |
| Krane Financial Solutions LLC | 5,217 | $109.1 萬 | 0.67% | +27+0.5% | 加碼 |
| Oslo Pensjonsforsikring AS | 5,195 | $108.6 萬 | 0.12% | −336−6.1% | 減碼 |
| Jackson Thornton Asset Management, LLC | 5,192 | $108.5 萬 | 0.09% | +1,517+41.3% | 加碼 |
| Los Angeles Capital Management LLC | 5,182 | $108.3 萬 | 0.00% | −23,972−82.2% | 減碼 |
| Barlow Wealth Partners, Inc. | 4,964 | $108.2 萬 | 0.12% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 5,169 | $108.1 萬 | 0.23% | +5,169 | 新進 |
| Shufro Rose & Co LLC | 5,166 | $108.0 萬 | 0.06% | −700−11.9% | 減碼 |
| Apella Capital, LLC | 4,863 | $108.0 萬 | 0.02% | +199+4.3% | 加碼 |
| Keel Point, LLC | 5,153 | $107.7 萬 | 0.06% | −188−3.5% | 減碼 |
| Oakmont Investment Advisors, Inc. | 5,149 | $107.6 萬 | 0.75% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 5,125 | $107.1 萬 | 0.05% | 00.0% | 不變 |
| Hudock, Inc. | 5,094 | $106.5 萬 | 0.14% | +599+13.3% | 加碼 |
| Oddo BHF Asset Management SAS | 5,094 | $106.5 萬 | 0.05% | −872−14.6% | 減碼 |
| Marble Wealth, LLC | 5,094 | $106.5 萬 | 0.16% | +41+0.8% | 加碼 |
| Pinnacle Bancorp, Inc. | 5,080 | $106.2 萬 | 0.28% | −15−0.3% | 減碼 |
| Bank of New Hampshire | 5,046 | $105.5 萬 | 0.22% | −80−1.6% | 減碼 |
| Fox Run Management, L.L.C. | 5,037 | $105.3 萬 | 0.17% | +3,708+279.0% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 5,022 | $104.9 萬 | 0.36% | +40+0.8% | 加碼 |
| Palisade Capital Management LLC | 5,012 | $104.8 萬 | 0.05% | −9−0.2% | 減碼 |
| Beck Mack & Oliver LLC | 5,000 | $104.5 萬 | 0.02% | 00.0% | 不變 |
| De Lisle Partners LLP | 5,000 | $104.5 萬 | 0.11% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 4,990 | $104.3 萬 | 0.36% | +428+9.4% | 加碼 |
| SGL Investment Advisors, Inc. | 4,817 | $103.7 萬 | 0.36% | +200+4.3% | 加碼 |
| Cambient Family Office, LLC | 4,958 | $103.6 萬 | 0.13% | +100+2.1% | 加碼 |
| Defiance ETFs, LLC | 4,891 | $103.6 萬 | 0.01% | +816+20.0% | 加碼 |
| Oxford Financial Group Ltd | 4,955 | $103.6 萬 | 0.05% | −154−3.0% | 減碼 |
| Prairie Wealth Advisors, Inc. | 0 | $103.5 萬 | 0.25% | 0 | 不變 |
| Tradition Wealth Management, LLC | 4,948 | $103.4 萬 | 0.06% | −336−6.4% | 減碼 |
| Register Financial Advisors LLC | 4,934 | $103.1 萬 | 0.32% | +10.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,920 | $102.8 萬 | 0.21% | +301+6.5% | 加碼 |
| MONECO Advisors, LLC | 4,917 | $102.8 萬 | 0.06% | +3,295+203.1% | 加碼 |
| Kovack Advisors, Inc. | 4,871 | $102.7 萬 | 0.05% | −20.0% | 減碼 |
| SMART Wealth LLC | 4,907 | $102.6 萬 | 0.22% | +4,907 | 新進 |
| Coign Capital Advisors LLC | 4,894 | $102.3 萬 | 0.46% | +28+0.6% | 加碼 |
| Arista Wealth Management, LLC | 4,880 | $102.0 萬 | 0.11% | −2,997−38.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $101.7 萬 | 0.00% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 4,850 | $101.4 萬 | 0.02% | −28,870−85.6% | 減碼 |
| Severin Investments, LLC | 4,845 | $101.3 萬 | 0.76% | +2,868+145.1% | 加碼 |
| Sovereign Financial Group, Inc. | 4,843 | $101.2 萬 | 0.15% | −57−1.2% | 減碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $101.2 萬 | 0.70% | 00.0% | 不變 |
| Insight 2811, Inc. | 4,838 | $101.1 萬 | 0.41% | +56+1.2% | 加碼 |
| Red Door Wealth Management, LLC | 4,837 | $101.1 萬 | 0.09% | +609+14.4% | 加碼 |