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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 4,095 | $85.6 萬 | 0.04% | +211+5.4% | 加碼 |
| KKM Financial LLC | 4,094 | $85.6 萬 | 0.12% | 00.0% | 不變 |
| X-Square Capital, LLC | 4,090 | $85.5 萬 | 0.22% | +10+0.2% | 加碼 |
| Salzhauer Michael | 4,081 | $85.3 萬 | 0.31% | −50−1.2% | 減碼 |
| Sepio Capital, LP | 4,074 | $85.2 萬 | 0.04% | −3,409−45.6% | 減碼 |
| Rosenberg Matthew Hamilton | 4,067 | $85.0 萬 | 0.16% | +151+3.9% | 加碼 |
| TritonPoint Partners, LLC | 4,066 | $85.0 萬 | 0.07% | +4,066 | 新進 |
| First Dallas Securities Inc. | 4,062 | $84.9 萬 | 0.28% | −1,000−19.8% | 減碼 |
| Waters Parkerson & Co., LLC | 4,050 | $84.7 萬 | 0.04% | 00.0% | 不變 |
| St Germain D J Co Inc | 4,046 | $84.6 萬 | 0.03% | +222+5.8% | 加碼 |
| Orleans Capital Management Corp | 4,044 | $84.5 萬 | 0.44% | +4,044 | 新進 |
| Cardinal Point Capital Management, ULC | 4,043 | $84.5 萬 | 0.05% | +1,278+46.2% | 加碼 |
| McLaughlin Asset Management, Inc. | 4,041 | $84.5 萬 | 0.58% | −273−6.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,040 | $84.5 萬 | 0.03% | +244+6.4% | 加碼 |
| Cromwell Holdings LLC | 4,034 | $84.3 萬 | 0.38% | 00.0% | 不變 |
| Private Advisory Group LLC | 4,026 | $84.2 萬 | 0.05% | +1,195+42.2% | 加碼 |
| Alpha Family Trust | 4,025 | $84.1 萬 | 0.34% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 4,023 | $84.1 萬 | 0.45% | 00.0% | 不變 |
| May Hill Capital, LLC | 4,016 | $84.0 萬 | 0.18% | +136+3.5% | 加碼 |
| Balboa Wealth Partners | 4,012 | $83.9 萬 | 0.11% | +657+19.6% | 加碼 |
| Regal Investment Advisors LLC | 4,008 | $83.8 萬 | 0.04% | −4,933−55.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 4,005 | $83.7 萬 | 0.04% | +450+12.7% | 加碼 |
| Birnam Oak Advisors, LP | 4,000 | $83.6 萬 | 0.14% | 00.0% | 不變 |
| Golden Reserve Retirement LLC | 3,982 | $83.2 萬 | 0.13% | +1,452+57.4% | 加碼 |
| Retirement Planning Group | 3,968 | $82.9 萬 | 0.02% | +104+2.7% | 加碼 |
| Woodmont Investment Counsel LLC | 3,967 | $82.9 萬 | 0.05% | +12+0.3% | 加碼 |
| First Interstate Bank | 3,953 | $82.6 萬 | 0.04% | 00.0% | 不變 |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,942 | $82.4 萬 | 0.11% | −1,856−32.0% | 減碼 |
| Basecamp Wealth Advisors LLC | 3,928 | $82.1 萬 | 0.15% | 00.0% | 不變 |
| Abel Hall, LLC | 3,926 | $82.1 萬 | 0.14% | +389+11.0% | 加碼 |
| WBI Investments | 3,905 | $81.6 萬 | 0.20% | +3,905 | 新進 |
| Willow Creek Capital Management, Inc. | 3,901 | $81.5 萬 | 0.79% | +3,901 | 新進 |
| Aspiriant, LLC | 3,900 | $81.5 萬 | 0.02% | +401+11.5% | 加碼 |
| Cohen & Steers, Inc. | 3,900 | $81.5 萬 | 0.00% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 3,891 | $81.3 萬 | 0.07% | −159−3.9% | 減碼 |
| Markowski Investments | 3,888 | $81.3 萬 | 0.18% | +3,888 | 新進 |
| Strategic Advisors LLC | 3,887 | $81.3 萬 | 0.18% | −14,057−78.3% | 減碼 |
| Gibraltar Capital Management, Inc. | 3,884 | $81.2 萬 | 0.13% | 00.0% | 不變 |
| Catherine Avery Investment Management LLC | 3,880 | $81.1 萬 | 0.35% | 00.0% | 不變 |
| Wrapmanager Inc | 3,876 | $81.0 萬 | 0.25% | −54−1.4% | 減碼 |
| Crews Bank & Trust | 3,866 | $80.8 萬 | 0.11% | +10+0.3% | 加碼 |
| Lebenthal Global Advisors, LLC | 3,861 | $80.7 萬 | 0.11% | −2,393−38.3% | 減碼 |
| DF Dent & Co Inc | 3,854 | $80.6 萬 | 0.02% | 00.0% | 不變 |
| New Hampshire Trust | 3,848 | $80.4 萬 | 0.15% | −11−0.3% | 減碼 |
| Intrua Financial, LLC | 3,847 | $80.4 萬 | 0.08% | −2,056−34.8% | 減碼 |
| Bullock Wealth Management Group | 3,788 | $80.2 萬 | 0.35% | −150−3.8% | 減碼 |
| Segment Wealth Management, LLC | 3,825 | $80.0 萬 | 0.04% | −78−2.0% | 減碼 |
| Kennebec Savings Bank | 3,825 | $80.0 萬 | 0.64% | −62−1.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 3,825 | $80.0 萬 | 0.03% | −63−1.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,755 | $79.6 萬 | 0.09% | +17+0.5% | 加碼 |
| Broyhill Asset Management | 3,805 | $79.5 萬 | 0.71% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 3,804 | $79.5 萬 | 0.40% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 3,801 | $79.5 萬 | 0.36% | 00.0% | 不變 |
| Payne Capital Management, LLC | 3,797 | $79.4 萬 | 0.21% | +187+5.2% | 加碼 |
| Silvia McColl Wealth Management, LLC | 3,777 | $79.0 萬 | 0.47% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 3,777 | $79.0 萬 | 0.08% | +1,843+95.3% | 加碼 |
| Marino, Stram & Associates LLC | 3,764 | $78.7 萬 | 0.13% | −2−0.1% | 減碼 |
| Ponta Wealth Partners, LLC | 3,754 | $78.5 萬 | 0.42% | +1,153+44.3% | 加碼 |
| Leonteq Securities AG | 3,753 | $78.5 萬 | 0.05% | −6,166−62.2% | 減碼 |
| Vanguard National Trust Co | 3,749 | $78.4 萬 | 0.04% | −735−16.4% | 減碼 |
| Contravisory Investment Management, Inc. | 3,745 | $78.3 萬 | 0.14% | +177+5.0% | 加碼 |
| Hobbs Group Advisors, LLC | 3,706 | $77.5 萬 | 0.20% | −33−0.9% | 減碼 |
| United Bank | 3,703 | $77.4 萬 | 0.09% | −33−0.9% | 減碼 |
| Topsail Wealth Management, LLC | 3,700 | $77.3 萬 | 0.10% | +15+0.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,700 | $77.3 萬 | 0.09% | −390−9.5% | 減碼 |
| Summit Global Investments | 3,696 | $77.3 萬 | 0.04% | −1,096−22.9% | 減碼 |
| Everpar Advisors LLC | 3,691 | $77.2 萬 | 0.22% | +476+14.8% | 加碼 |
| Cypress Wealth Services, LLC | 3,687 | $77.1 萬 | 0.09% | −23−0.6% | 減碼 |
| Missouri Trust & Investment Co | 3,659 | $77.0 萬 | 0.21% | +100+2.8% | 加碼 |
| Northbridge Financial Group, LLC | 3,681 | $77.0 萬 | 0.30% | +274+8.0% | 加碼 |
| Castleview Partners, LLC | 3,675 | $76.8 萬 | 0.34% | +322+9.6% | 加碼 |
| Blue Water Asset Management | 3,669 | $76.7 萬 | 0.25% | +27+0.7% | 加碼 |
| BNP Paribas | 3,659 | $76.5 萬 | 0.02% | −14,480−79.8% | 減碼 |
| Evergreen Wealth Solutions, LLC | 3,494 | $76.3 萬 | 0.04% | +969+38.4% | 加碼 |
| Waldron Private Wealth LLC | 3,644 | $76.2 萬 | 0.03% | −17−0.5% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 3,643 | $76.2 萬 | 0.38% | +317+9.5% | 加碼 |
| Boston Private Wealth LLC | 3,631 | $75.9 萬 | 0.05% | −356−8.9% | 減碼 |
| Waddell & Associates, LLC | 3,628 | $75.8 萬 | 0.04% | +262+7.8% | 加碼 |
| J.M. Arbour, LLC | 3,627 | $75.8 萬 | 0.65% | +600+19.8% | 加碼 |
| Ledyard National Bank | 3,613 | $75.5 萬 | 0.06% | +50+1.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 3,601 | $75.3 萬 | 0.01% | −228−6.0% | 減碼 |
| Congress Park Capital LLC | 3,595 | $75.1 萬 | 0.20% | −218−5.7% | 減碼 |
| MJP Associates Inc | 3,590 | $75.0 萬 | 0.08% | −348−8.8% | 減碼 |
| Income Insurance Ltd | 3,589 | $75.0 萬 | 0.45% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 3,588 | $75.0 萬 | 0.01% | −11,664−76.5% | 減碼 |
| Compass Financial Management LLC | 3,504 | $75.0 萬 | 0.09% | +3,504 | 新進 |
| Tritonpoint Wealth, LLC | 3,570 | $74.6 萬 | 0.07% | −33−0.9% | 減碼 |
| Banque Transatlantique SA | 3,797 | $74.3 萬 | 0.02% | +957+33.7% | 加碼 |
| Opinicus Capital, Inc. | 3,530 | $73.8 萬 | 0.40% | −193−5.2% | 減碼 |
| Means Investment Co., Inc. | 3,520 | $73.6 萬 | 0.06% | +17+0.5% | 加碼 |
| Allegheny Financial Group LTD | 3,520 | $73.6 萬 | 0.08% | +87+2.5% | 加碼 |
| Teucrium Investment Advisors, LLC | 3,512 | $73.4 萬 | 0.65% | +3,512 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,464 | $72.5 萬 | 0.19% | −28−0.8% | 減碼 |
| Chase Investment Counsel Corp | 3,457 | $72.2 萬 | 0.15% | +337+10.8% | 加碼 |
| AlphaGrep UK Ltd | 3,453 | $72.2 萬 | 0.22% | −102−2.9% | 減碼 |
| Kera Capital Partners, Inc. | 3,453 | $72.2 萬 | 0.07% | +468+15.7% | 加碼 |
| GTS Securities LLC | 3,441 | $71.9 萬 | 0.02% | −6,231−64.4% | 減碼 |
| Teza Capital Management LLC | 3,440 | $71.9 萬 | 1.39% | −2−0.1% | 減碼 |
| 55 North Private Wealth, LLC | 3,432 | $71.7 萬 | 0.14% | +545+18.9% | 加碼 |
| Davidson Investment Advisors | 3,427 | $71.6 萬 | 0.03% | 00.0% | 不變 |