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 |
|---|---|---|---|---|---|
| Granite Harbor Advisors, Inc. | 1,837 | $38.4 萬 | 0.15% | −85−4.4% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,827 | $38.2 萬 | 0.03% | −2−0.1% | 減碼 |
| Pflug Koory, LLC | 1,824 | $38.1 萬 | 0.15% | 00.0% | 不變 |
| Nolet Wealth Management, LLC | 1,824 | $38.1 萬 | 0.21% | 00.0% | 不變 |
| GDS Wealth Management | 1,821 | $38.1 萬 | 0.02% | +1,821 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 1,819 | $38.0 萬 | 0.01% | +182+11.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,818 | $38.0 萬 | 0.03% | −108−5.6% | 減碼 |
| Drive Wealth Management, LLC | 1,817 | $38.0 萬 | 0.07% | +359+24.6% | 加碼 |
| Bank Ozk | 1,815 | $37.9 萬 | 0.11% | +53+3.0% | 加碼 |
| Wedge Capital Management L L P | 1,813 | $37.9 萬 | 0.01% | −317−14.9% | 減碼 |
| Caliber Wealth Management, LLC | 1,811 | $37.9 萬 | 0.04% | −196−9.8% | 減碼 |
| Norway Savings Bank | 1,807 | $37.8 萬 | 0.16% | +20+1.1% | 加碼 |
| Entruity Wealth, LLC | 1,801 | $37.6 萬 | 0.24% | +1+0.1% | 加碼 |
| Warwick Investment Management, Inc. | 1,801 | $37.6 萬 | 0.04% | +91+5.3% | 加碼 |
| Reik & Co., LLC | 1,800 | $37.6 萬 | 0.10% | 00.0% | 不變 |
| Neumann Capital Management, LLC | 1,800 | $37.6 萬 | 0.25% | 00.0% | 不變 |
| Flatrock Wealth Partners LLC | 1,784 | $37.3 萬 | 0.15% | +1,784 | 新進 |
| Strategic Investment Advisors | 1,783 | $37.3 萬 | 0.02% | +97+5.8% | 加碼 |
| Financial Solutions Advisory Group, Inc. | 1,676 | $37.2 萬 | 0.05% | +450+36.7% | 加碼 |
| Chapin Davis, Inc. | 1,779 | $37.2 萬 | 0.07% | −3,150−63.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 1,771 | $37.0 萬 | 0.01% | −100−5.3% | 減碼 |
| Titleist Asset Management, LLC | 1,771 | $37.0 萬 | 0.02% | +43+2.5% | 加碼 |
| WealthTrust Axiom LLC | 1,770 | $37.0 萬 | 0.08% | 00.0% | 不變 |
| Master's Wealth Management Inc. | 1,769 | $37.0 萬 | 0.11% | +30+1.7% | 加碼 |
| 180 Wealth Advisors, LLC | 1,768 | $37.0 萬 | 0.04% | +342+24.0% | 加碼 |
| Headinvest, LLC | 1,766 | $36.9 萬 | 0.07% | 00.0% | 不變 |
| Brown Wealth Management, LLC | 1,757 | $36.7 萬 | 0.08% | +32+1.9% | 加碼 |
| Owl Creek Wealth Partners LLC | 1,748 | $36.5 萬 | 0.11% | +25+1.5% | 加碼 |
| Krane Funds Advisors LLC | 1,744 | $36.5 萬 | 0.01% | −296−14.5% | 減碼 |
| Capital Performance Advisors LLP | 1,743 | $36.4 萬 | 0.02% | −1,097−38.6% | 減碼 |
| Rise Advisors, LLC | 1,742 | $36.4 萬 | 0.10% | −7−0.4% | 減碼 |
| BIP Wealth, LLC | 1,738 | $36.3 萬 | 0.01% | +503+40.7% | 加碼 |
| JGP Wealth Management, LLC | 1,736 | $36.3 萬 | 0.03% | −446−20.4% | 減碼 |
| Weatherly Asset Management L. P. | 1,732 | $36.2 萬 | 0.03% | 00.0% | 不變 |
| Falcon Wealth Planning | 1,730 | $36.2 萬 | 0.02% | +71+4.3% | 加碼 |
| Clearwater Capital Advisors, LLC | 1,727 | $36.1 萬 | 0.03% | +422+32.3% | 加碼 |
| Central Bank & Trust Co | 1,727 | $36.1 萬 | 0.05% | −40−2.3% | 減碼 |
| Phillips Wealth Planners LLC | 1,624 | $36.1 萬 | 0.27% | −69−4.1% | 減碼 |
| Curated Wealth Partners LLC | 1,724 | $36.0 萬 | 0.04% | +1,724 | 新進 |
| Traphagen Investment Advisors LLC | 1,719 | $35.9 萬 | 0.03% | +246+16.7% | 加碼 |
| Meramec Financial Planners, LLC | 1,673 | $35.9 萬 | 0.13% | −164−8.9% | 減碼 |
| Promethium Advisors,llc | 1,716 | $35.9 萬 | 0.17% | +1,716 | 新進 |
| New World Advisors LLC | 1,716 | $35.9 萬 | 0.06% | +210+13.9% | 加碼 |
| Kennedy Investment Group | 1,715 | $35.8 萬 | 0.12% | +13+0.8% | 加碼 |
| Aries Wealth Management | 1,707 | $35.7 萬 | 0.07% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 1,701 | $35.5 萬 | 0.03% | +39+2.3% | 加碼 |
| Brave Asset Management Inc | 1,700 | $35.5 萬 | 0.08% | 00.0% | 不變 |
| Hotchkis & Wiley Capital Management LLC | 1,700 | $35.5 萬 | 0.00% | 00.0% | 不變 |
| Investment House LLC | 1,700 | $35.5 萬 | 0.02% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 1,696 | $35.5 萬 | 0.05% | +1,696 | 新進 |
| Creative Financial Designs Inc | 1,687 | $35.3 萬 | 0.02% | +743+78.7% | 加碼 |
| Tred Avon Family Wealth, LLC | 1,683 | $35.2 萬 | 0.11% | −56−3.2% | 減碼 |
| Riversedge Advisors, LLC | 1,682 | $35.2 萬 | 0.05% | +1,682 | 新進 |
| Drucker Wealth 3.0, LLC | 1,681 | $35.1 萬 | 0.06% | +291+20.9% | 加碼 |
| Green Harvest Asset Management LLC | 1,677 | $35.1 萬 | 0.00% | +138+9.0% | 加碼 |
| Highview Capital Management LLC | 1,649 | $34.5 萬 | 0.10% | +1,649 | 新進 |
| Athena Investment Management | 1,647 | $34.4 萬 | 0.20% | −156−8.7% | 減碼 |
| Diversified Management Inc | 1,641 | $34.3 萬 | 0.07% | +194+13.4% | 加碼 |
| Armstrong Advisory Group, Inc | 1,638 | $34.3 萬 | 0.02% | 00.0% | 不變 |
| Baron Silver Stevens Financial Advisors, LLC | 1,637 | $34.2 萬 | 0.04% | +133+8.8% | 加碼 |
| Natural Investments, LLC | 1,635 | $34.1 萬 | 0.07% | +35+2.2% | 加碼 |
| Godsey & Gibb Associates | 1,626 | $34.0 萬 | 0.03% | 00.0% | 不變 |
| Auour Investments LLC | 1,614 | $33.7 萬 | 0.10% | −44−2.7% | 減碼 |
| Novare Capital Management LLC | 1,612 | $33.7 萬 | 0.02% | +87+5.7% | 加碼 |
| Richard P Slaughter Associates Inc | 1,609 | $33.6 萬 | 0.07% | 00.0% | 不變 |
| Swiss Re Ltd | 1,609 | $33.6 萬 | 0.03% | +1,379+599.6% | 加碼 |
| Axiom Investment Management LLC | 1,608 | $33.6 萬 | 0.22% | +208+14.9% | 加碼 |
| Tannin Capital LLC | 1,606 | $33.6 萬 | 0.22% | +88+5.8% | 加碼 |
| Legacy Wealth Advisors, LLC | 1,606 | $33.6 萬 | 0.15% | +241+17.7% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| McNamara Financial Services, Inc. | 1,600 | $33.4 萬 | 0.06% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 1,600 | $33.4 萬 | 0.12% | 00.0% | 不變 |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,600 | $33.4 萬 | 0.03% | +159+11.0% | 加碼 |
| Northern Oak Wealth Management Inc | 1,598 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| August Group Capital Ltd | 1,593 | $33.3 萬 | 0.37% | −143−8.2% | 減碼 |
| Clear Street Markets LLC | 1,590 | $33.2 萬 | 0.06% | +1,392+703.0% | 加碼 |
| Bingham Private Wealth, LLC | 1,587 | $33.2 萬 | 0.23% | −238−13.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 1,587 | $33.2 萬 | 0.07% | −49−3.0% | 減碼 |
| Syverson Strege & Co | 1,582 | $33.1 萬 | 0.07% | +164+11.6% | 加碼 |
| Powers Advisory Group, LLC | 1,580 | $33.0 萬 | 0.10% | +133+9.2% | 加碼 |
| 49 Wealth Management, LLC | 1,576 | $32.9 萬 | 0.06% | −1,514−49.0% | 減碼 |
| Alongside, LLC | 1,576 | $32.9 萬 | 0.06% | +1,576 | 新進 |
| Northwest Quadrant Wealth Management, LLC | 1,571 | $32.8 萬 | 0.06% | +3+0.2% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,571 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 1,570 | $32.8 萬 | 0.04% | +1,570 | 新進 |
| Smith, Moore & Co. | 1,570 | $32.8 萬 | 0.02% | +1+0.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 1,566 | $32.7 萬 | 0.09% | −67−4.1% | 減碼 |
| Chicago Trust Co NA | 1,562 | $32.7 萬 | 0.05% | +300+23.8% | 加碼 |
| Avail Investment Partners, LLC | 1,561 | $32.6 萬 | 0.25% | +242+18.3% | 加碼 |
| Roof Eidam & Maycock | 1,560 | $32.6 萬 | 0.06% | 00.0% | 不變 |
| Bull Harbor Capital LLC | 1,560 | $32.6 萬 | 0.06% | +1,560 | 新進 |
| Independent Solutions Wealth Management, LLC | 1,558 | $32.6 萬 | 0.04% | +34+2.2% | 加碼 |
| Silverlake Wealth Management LLC | 1,556 | $32.5 萬 | 0.06% | −270−14.8% | 減碼 |
| Hoxton Planning & Management, LLC | 1,556 | $32.5 萬 | 0.08% | −70−4.3% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 1,555 | $32.5 萬 | 0.15% | +1,555 | 新進 |
| PFG Advisors | 1,553 | $32.5 萬 | 0.02% | −1,167−42.9% | 減碼 |
| J2 Capital Management Inc | 1,548 | $32.4 萬 | 0.22% | −370−19.3% | 減碼 |
| Washington Trust Bank | 1,546 | $32.3 萬 | 0.02% | −65−4.0% | 減碼 |
| Landaas & Co | 1,546 | $32.3 萬 | 0.06% | 00.0% | 不變 |
| Sym Financial Corp | 1,546 | $32.3 萬 | 0.03% | +1,546 | 新進 |