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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 2,856 | $59.7 萬 | 0.05% | +1,594+126.3% | 加碼 |
| Golden State Wealth Management, LLC | 2,852 | $59.6 萬 | 0.05% | +31+1.1% | 加碼 |
| Cornerstone Advisory, LLC | 2,835 | $59.3 萬 | 0.05% | +128+4.7% | 加碼 |
| CM Wealth Advisors LLC | 2,833 | $59.2 萬 | 0.11% | 00.0% | 不變 |
| Partners Wealth Management, LLC | 2,826 | $59.1 萬 | 0.58% | −103−3.5% | 減碼 |
| River Wealth Advisors LLC | 2,822 | $59.0 萬 | 0.06% | −23−0.8% | 減碼 |
| LBMC Investment Advisors, LLC | 2,806 | $58.7 萬 | 0.03% | −10.0% | 減碼 |
| Altus Wealth Group LLC | 2,803 | $58.6 萬 | 0.21% | −180−6.0% | 減碼 |
| Fairscale Capital, LLC | 2,791 | $58.3 萬 | 0.35% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2,790 | $58.3 萬 | 0.05% | −14−0.5% | 減碼 |
| SLT Holdings LLC | 2,784 | $58.2 萬 | 0.37% | −42−1.5% | 減碼 |
| Univest Financial Corp | 2,783 | $58.2 萬 | 0.03% | +329+13.4% | 加碼 |
| City State Bank | 2,782 | $58.2 萬 | 0.13% | 00.0% | 不變 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,781 | $58.1 萬 | 0.09% | −9−0.3% | 減碼 |
| Werba Rubin Papier Wealth Management | 2,781 | $58.1 萬 | 0.07% | −74−2.6% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,778 | $58.1 萬 | 0.12% | +236+9.3% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,774 | $58.0 萬 | 0.12% | 00.0% | 不變 |
| Intesa Sanpaolo S.p.A. | 2,765 | $58.0 萬 | 0.02% | +403+17.1% | 加碼 |
| EJMK Ventures LLC | 2,768 | $57.9 萬 | 0.26% | +269+10.8% | 加碼 |
| Vantus Wealth LLC | 2,754 | $57.6 萬 | 0.31% | +2,754 | 新進 |
| Camden National Bank | 2,748 | $57.4 萬 | 0.07% | −136−4.7% | 減碼 |
| Jackson Creek Investment Advisors LLC | 2,729 | $57.4 萬 | 0.19% | −899−24.8% | 減碼 |
| Legacy Solutions, LLC | 2,743 | $57.3 萬 | 0.46% | +37+1.4% | 加碼 |
| Castle Wealth Management LLC | 2,733 | $57.1 萬 | 0.17% | −60−2.1% | 減碼 |
| Alphadyne Asset Management LP | 2,726 | $57.0 萬 | 0.03% | −15,420−85.0% | 減碼 |
| American Trust | 2,726 | $57.0 萬 | 0.04% | +84+3.2% | 加碼 |
| Winthrop Advisory Group LLC | 2,726 | $57.0 萬 | 0.04% | +54+2.0% | 加碼 |
| Leigh Baldwin & Co., LLC | 2,720 | $56.9 萬 | 0.31% | +10.0% | 加碼 |
| Broadleaf Partners, LLC | 2,719 | $56.8 萬 | 0.11% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 2,717 | $56.8 萬 | 0.35% | −45−1.6% | 減碼 |
| Wall Street Financial Group, Inc. | 2,717 | $56.8 萬 | 0.30% | +323+13.5% | 加碼 |
| Calton & Associates, Inc. | 2,712 | $56.7 萬 | 0.08% | −524−16.2% | 減碼 |
| CoreCap Advisors, LLC | 2,701 | $56.5 萬 | 0.02% | −29,380−91.6% | 減碼 |
| Impact Capital Partners LLC | 2,695 | $56.3 萬 | 0.15% | +34+1.3% | 加碼 |
| Valley National Advisers Inc | 2,688 | $56.2 萬 | 0.06% | +57+2.2% | 加碼 |
| Fell Capital Management | 2,670 | $55.8 萬 | 0.47% | −40−1.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,660 | $55.6 萬 | 0.04% | +11+0.4% | 加碼 |
| Maxele Advisors, LLC | 2,655 | $55.5 萬 | 0.39% | +2,655 | 新進 |
| Aspen Wealth Strategies, LLC | 2,647 | $55.3 萬 | 0.27% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 2,639 | $55.2 萬 | 0.04% | +21+0.8% | 加碼 |
| Rockingstone Advisors LLC | 2,629 | $55.0 萬 | 0.22% | −10.0% | 減碼 |
| Brucke Financial, Inc. | 2,626 | $54.9 萬 | 0.24% | −582−18.1% | 減碼 |
| Cove Private Wealth, LLC | 2,626 | $54.9 萬 | 0.11% | +20+0.8% | 加碼 |
| Keystone Financial Group | 2,626 | $54.9 萬 | 0.03% | −845−24.3% | 減碼 |
| Avantax Planning Partners, Inc. | 2,623 | $54.8 萬 | 0.01% | −562−17.6% | 減碼 |
| Johnson Financial Group, Inc. | 2,617 | $54.7 萬 | 0.02% | −101−3.7% | 減碼 |
| Focus Financial Network, Inc. | 2,613 | $54.6 萬 | 0.02% | +143+5.8% | 加碼 |
| Florida Financial Advisors, LLC | 2,609 | $54.6 萬 | 0.09% | +105+4.2% | 加碼 |
| Secure Asset Management, LLC | 2,609 | $54.5 萬 | 0.08% | +329+14.4% | 加碼 |
| Tiaa Trust, National Association | 2,609 | $54.5 萬 | 0.03% | −3,892−59.9% | 減碼 |
| JFS Wealth Advisors, LLC | 2,607 | $54.5 萬 | 0.03% | +36+1.4% | 加碼 |
| N.E.W. Advisory Services LLC | 2,602 | $54.4 萬 | 0.04% | +57+2.2% | 加碼 |
| Weaver Capital Management LLC | 3,298 | $54.3 萬 | 0.12% | 00.0% | 不變 |
| Victory Financial Group, LLC | 2,595 | $54.2 萬 | 0.06% | −47−1.8% | 減碼 |
| BankPlus Wealth Management LLC | 2,593 | $54.2 萬 | 0.24% | +89+3.6% | 加碼 |
| LGT Fund Management Co Ltd. | 2,590 | $54.1 萬 | 0.02% | +962+59.1% | 加碼 |
| Strategic Financial Concepts, LLC | 2,587 | $54.1 萬 | 0.16% | +289+12.6% | 加碼 |
| Purkiss Capital Advisors LLC | 2,583 | $54.0 萬 | 0.21% | +76+3.0% | 加碼 |
| WD Rutherford LLC | 2,579 | $53.9 萬 | 0.20% | +546+26.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,576 | $53.9 萬 | 0.06% | +29+1.1% | 加碼 |
| Primoris Wealth Advisors, LLC | 2,567 | $53.7 萬 | 0.24% | 00.0% | 不變 |
| Crewe Advisors LLC | 2,565 | $53.6 萬 | 0.04% | +307+13.6% | 加碼 |
| Equitable Trust Co | 2,565 | $53.6 萬 | 0.02% | −71−2.7% | 減碼 |
| Integrated Investment Consultants, LLC | 2,563 | $53.6 萬 | 0.11% | +15+0.6% | 加碼 |
| Gilbert & Cook, Inc. | 2,563 | $53.6 萬 | 0.06% | +42+1.7% | 加碼 |
| Bouchey Financial Group Ltd | 2,560 | $53.5 萬 | 0.03% | +209+8.9% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,557 | $53.5 萬 | 0.17% | −464−15.4% | 減碼 |
| Burling Wealth Partners, LLC | 2,551 | $53.3 萬 | 0.08% | 00.0% | 不變 |
| New Covenant Trust Company, N.A. | 2,543 | $53.2 萬 | 0.40% | +94+3.8% | 加碼 |
| Crawford Investment Counsel Inc | 2,535 | $53.0 萬 | 0.01% | −386−13.2% | 減碼 |
| Motco | 2,535 | $53.0 萬 | 0.05% | +26+1.0% | 加碼 |
| Miller Capital Partners, Inc. | 2,534 | $53.0 萬 | 0.21% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 2,527 | $52.8 萬 | 0.14% | +10.0% | 加碼 |
| Integrity Financial Corp | 2,525 | $52.8 萬 | 0.25% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 2,522 | $52.7 萬 | 0.17% | −13−0.5% | 減碼 |
| Navis Wealth Advisors, LLC | 2,515 | $52.6 萬 | 0.20% | −403−13.8% | 減碼 |
| BXM Wealth LLC | 2,507 | $52.4 萬 | 0.29% | +1,251+99.6% | 加碼 |
| Merrion Investment Management Co, LLC | 2,500 | $52.3 萬 | 0.25% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 2,496 | $52.2 萬 | 0.02% | +48+2.0% | 加碼 |
| Thrive Wealth Management, LLC | 2,483 | $51.9 萬 | 0.07% | −103−4.0% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,478 | $51.8 萬 | 0.03% | +59+2.4% | 加碼 |
| Copley Financial Group, Inc. | 2,477 | $51.8 萬 | 0.31% | −1,116−31.1% | 減碼 |
| Doheny Asset Management | 2,473 | $51.7 萬 | 0.30% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 2,470 | $51.6 萬 | 0.17% | +195+8.6% | 加碼 |
| Horizon Wealth Management, LLC | 2,467 | $51.6 萬 | 0.07% | +3+0.1% | 加碼 |
| Darden Wealth Group Inc | 2,467 | $51.6 萬 | 0.20% | +117+5.0% | 加碼 |
| OneAscent Family Office, LLC | 2,467 | $51.6 萬 | 0.26% | +235+10.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 2,466 | $51.5 萬 | 0.11% | −196−7.4% | 減碼 |
| Firestone Capital Management | 2,461 | $51.4 萬 | 0.10% | +88+3.7% | 加碼 |
| RKL Wealth Management LLC | 2,454 | $51.3 萬 | 0.04% | +188+8.3% | 加碼 |
| Ariadne Wealth Management, LP | 2,453 | $51.3 萬 | 0.23% | +93+3.9% | 加碼 |
| Paragon Private Wealth Management, LLC | 2,450 | $51.2 萬 | 0.13% | +42+1.7% | 加碼 |
| Marest Capital, LLC | 2,450 | $51.2 萬 | 0.26% | +13+0.5% | 加碼 |
| Fiduciary Group LLC | 2,450 | $51.2 萬 | 0.04% | +4+0.2% | 加碼 |
| BLB&B Advisors, LLC | 2,443 | $51.1 萬 | 0.02% | +75+3.2% | 加碼 |
| Ellsworth Advisors, LLC | 2,227 | $50.9 萬 | 0.08% | −293−11.6% | 減碼 |
| Steinberganna Wealth Management | 2,427 | $50.7 萬 | 0.21% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 2,427 | $50.7 萬 | 0.03% | +2,427 | 新進 |
| Greenspring Advisors, LLC | 2,427 | $50.7 萬 | 0.03% | +16+0.7% | 加碼 |
| McAdam, LLC | 2,419 | $50.6 萬 | 0.02% | +110+4.8% | 加碼 |