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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 1,316 | $27.5 萬 | 0.02% | −200−13.2% | 減碼 |
| Howard Capital Management Group, LLC | 1,316 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| OneAscent Investment Solutions LLC | 1,316 | $27.5 萬 | 0.26% | +1,316 | 新進 |
| Capstone Financial Advisors, Inc. | 1,313 | $27.5 萬 | 0.01% | +32+2.5% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 1,204 | $27.4 萬 | 0.01% | −274−18.5% | 減碼 |
| Cordoba Advisory Partners LLC | 1,311 | $27.4 萬 | 0.06% | +1,311 | 新進 |
| Planned Solutions, Inc. | 1,310 | $27.4 萬 | 0.08% | +53+4.2% | 加碼 |
| Aviso Wealth Management | 1,306 | $27.3 萬 | 0.11% | +1,306 | 新進 |
| Arvest Bank Trust Division | 1,305 | $27.3 萬 | 0.01% | +88+7.2% | 加碼 |
| Piscataqua Savings Bank | 1,305 | $27.3 萬 | 0.18% | −40−3.0% | 減碼 |
| Bruce G. Allen Investments, LLC | 1,303 | $27.2 萬 | 0.17% | −188−12.6% | 減碼 |
| Genesis Private Wealth, LLC | 1,302 | $27.2 萬 | 0.08% | +74+6.0% | 加碼 |
| Cahill Financial Advisors Inc | 1,300 | $27.2 萬 | 0.03% | +1,300 | 新進 |
| CFO4Life Group, LLC | 1,300 | $27.2 萬 | 0.04% | +62+5.0% | 加碼 |
| Eagle Wealth Advisors LLC | 1,299 | $27.2 萬 | 0.21% | +69+5.6% | 加碼 |
| Lafayette Investments, Inc. | 1,297 | $27.1 萬 | 0.05% | −550−29.8% | 減碼 |
| Raleigh Capital Management Inc. | 1,291 | $27.0 萬 | 0.09% | −5−0.4% | 減碼 |
| Watershed Private Wealth LLC | 1,289 | $27.0 萬 | 0.08% | +1,289 | 新進 |
| Fiera Capital Corp | 1,285 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Leeward Financial Partners, LLC | 1,281 | $26.8 萬 | 0.07% | −413−24.4% | 減碼 |
| Cedarwood Wealth LLC | 1,276 | $26.7 萬 | 0.20% | +1,276 | 新進 |
| Fire Capital Management LLC | 1,274 | $26.6 萬 | 0.11% | −100−7.3% | 減碼 |
| PUREfi Wealth, LLC | 1,271 | $26.6 萬 | 0.15% | +1,271 | 新進 |
| Regatta Capital Group, LLC | 1,271 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Old Peak Finance LLC | 1,268 | $26.5 萬 | 0.13% | +1,268 | 新進 |
| Oarsman Capital, Inc. | 1,267 | $26.5 萬 | 0.03% | +1,267 | 新進 |
| Fortis Advisors, LLC | 1,267 | $26.5 萬 | 0.12% | +7+0.6% | 加碼 |
| Farmers & Merchants Investments Inc | 1,266 | $26.5 萬 | 0.01% | +87+7.4% | 加碼 |
| Asset One Wealth Management LLC | 1,157 | $26.4 萬 | 0.03% | −3−0.3% | 減碼 |
| Wall Street Access Asset Management, LLC | 1,265 | $26.4 萬 | 0.04% | +541+74.7% | 加碼 |
| SNS Financial Group, LLC | 1,262 | $26.4 萬 | 0.01% | +1,262 | 新進 |
| Fortis Capital Management LLC | 1,260 | $26.3 萬 | 0.03% | +1,260 | 新進 |
| Encompass Wealth Advisors, LLC | 1,259 | $26.3 萬 | 0.08% | +1,259 | 新進 |
| Action Point Financial Planning, LLC | 1,261 | $26.3 萬 | 0.03% | +1,261 | 新進 |
| Xxi Wealth, LLC | 1,251 | $26.1 萬 | 0.12% | +7+0.6% | 加碼 |
| Stephenson & Company, Inc. | 1,249 | $26.1 萬 | 0.12% | 00.0% | 不變 |
| Lantz Financial LLC | 1,248 | $26.1 萬 | 0.05% | −10−0.8% | 減碼 |
| Leisure Capital Management | 1,246 | $26.0 萬 | 0.08% | 00.0% | 不變 |
| LRI Investments, LLC | 1,246 | $26.0 萬 | 0.02% | +380+43.9% | 加碼 |
| Reicon Wealth Advisors, LLC | 1,242 | $26.0 萬 | 0.16% | +12+1.0% | 加碼 |
| Blalock Williams, LLC | 1,242 | $26.0 萬 | 0.17% | +1,242 | 新進 |
| Total Clarity Wealth Management, Inc. | 1,240 | $25.9 萬 | 0.05% | −81−6.1% | 減碼 |
| Walker Asset Management, LLC | 1,237 | $25.9 萬 | 0.13% | +4+0.3% | 加碼 |
| Iron Financial, LLC | 1,235 | $25.8 萬 | 0.11% | +9+0.7% | 加碼 |
| Worth Asset Management, LLC | 1,234 | $25.8 萬 | 0.08% | +1,234 | 新進 |
| Ballast, Inc. | 1,230 | $25.7 萬 | 0.05% | +1,230 | 新進 |
| Sunburst Financial Group, LLC | 1,226 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| TSFG, LLC | 1,223 | $25.6 萬 | 0.03% | +154+14.4% | 加碼 |
| Robinswood Financial LLC | 1,216 | $25.4 萬 | 0.07% | +6+0.5% | 加碼 |
| Allstreet Capital Advisors LLC | 1,212 | $25.3 萬 | 0.16% | +1,212 | 新進 |
| United Advisor Group, LLC | 1,210 | $25.3 萬 | 0.03% | +1,210 | 新進 |
| Wilkins Miller Wealth Management, LLC | 1,210 | $25.3 萬 | 0.14% | +1,210 | 新進 |
| J.Safra Asset Management Corp | 1,209 | $25.3 萬 | 0.01% | −11−0.9% | 減碼 |
| Avise Financial Cooperative, Inc. | 1,209 | $25.3 萬 | 0.18% | +1,209 | 新進 |
| nVerses Capital, LLC | 1,202 | $25.1 萬 | 0.39% | +1,202 | 新進 |
| Trace Wealth Advisors, LLC | 1,200 | $25.1 萬 | 0.16% | +1,200 | 新進 |
| Washington Trust Advisors, Inc. | 1,198 | $25.0 萬 | 0.02% | +7+0.6% | 加碼 |
| Uhlmann Price Securities, LLC | 1,198 | $25.0 萬 | 0.01% | +1,198 | 新進 |
| Beto Financial Group, LLC | 1,187 | $25.0 萬 | 0.13% | +39+3.4% | 加碼 |
| Spinnaker Trust | 1,196 | $25.0 萬 | 0.01% | +1,196 | 新進 |
| Ssi Investment Management LLC | 1,196 | $25.0 萬 | 0.01% | +1,196 | 新進 |
| Friday Financial | 1,125 | $25.0 萬 | 0.07% | +1,125 | 新進 |
| Stiles Financial Services Inc | 1,191 | $24.9 萬 | 0.06% | +1,191 | 新進 |
| Forbes J M & Co LLP | 1,186 | $24.8 萬 | 0.02% | +1,186 | 新進 |
| EdgeRock Capital LLC | 1,186 | $24.8 萬 | 0.06% | +1,186 | 新進 |
| Cottage Street Advisors LLC | 1,184 | $24.8 萬 | 0.10% | −88−6.9% | 減碼 |
| Compass Wealth Management LLC | 1,184 | $24.8 萬 | 0.05% | +1,184 | 新進 |
| Capstone Wealth Management, LLC | 1,182 | $24.7 萬 | 0.11% | +1,182 | 新進 |
| William Mack & Associates, Inc. | 1,178 | $24.6 萬 | 0.09% | +1,178 | 新進 |
| Saxon Interests, Inc. | 1,178 | $24.6 萬 | 0.07% | −99−7.8% | 減碼 |
| Knuff & Co LLC | 1,175 | $24.6 萬 | 0.06% | +1,175 | 新進 |
| National Philanthropic Trust | 1,175 | $24.6 萬 | 0.00% | +1,175 | 新進 |
| Sonoma Allocations LLC | 1,152 | $24.5 萬 | 0.10% | −270−19.0% | 減碼 |
| M3 Advisory Group, LLC | 1,173 | $24.5 萬 | 0.13% | +1,173 | 新進 |
| HHM Wealth Advisors, LLC | 1,173 | $24.5 萬 | 0.02% | +103+9.6% | 加碼 |
| Evolution Wealth Advisors, LLC | 1,166 | $24.4 萬 | 0.03% | +1,166 | 新進 |
| Motive Wealth Advisors | 1,162 | $24.3 萬 | 0.10% | −141−10.8% | 減碼 |
| Sherman Asset Management, Inc. | 1,162 | $24.3 萬 | 0.19% | 00.0% | 不變 |
| Ducere Wealth Management LLC | 1,159 | $24.2 萬 | 0.07% | +1,159 | 新進 |
| Smith Chas P & Associates Pa Cpas | 1,158 | $24.2 萬 | 0.01% | +1,158 | 新進 |
| Garrett Investment Advisors LLC | 1,158 | $24.2 萬 | 0.02% | +1,158 | 新進 |
| Armstrong, Fleming & Moore, Inc | 1,158 | $24.2 萬 | 0.08% | +1,158 | 新進 |
| Wedgewood Investors Inc | 1,155 | $24.1 萬 | 0.25% | +1,155 | 新進 |
| GK Wealth Management LLC | 1,154 | $24.1 萬 | 0.15% | +1,154 | 新進 |
| Garde Capital, Inc. | 1,153 | $24.1 萬 | 0.01% | +1,153 | 新進 |
| one8zero8, LLC | 1,150 | $24.0 萬 | 0.05% | −100−8.0% | 減碼 |
| TPG Advisors LLC | 1,150 | $24.0 萬 | 0.13% | +1,150 | 新進 |
| Whelan Financial | 1,149 | $24.0 萬 | 0.07% | +1,149 | 新進 |
| Fountainhead AM, LLC | 1,147 | $24.0 萬 | 0.18% | −150−11.6% | 減碼 |
| Liberty Wealth Management LLC | 1,453 | $23.9 萬 | 0.03% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 1,142 | $23.9 萬 | 0.02% | +57+5.3% | 加碼 |
| Cannon Financial Strategists, Inc. | 1,141 | $23.9 萬 | 0.03% | +1,141 | 新進 |
| First American Bank | 1,141 | $23.9 萬 | 0.01% | +1,141 | 新進 |
| Stronghold Wealth Management L.L.C. | 1,140 | $23.8 萬 | 0.32% | +1,140 | 新進 |
| Verum Partners LLC | 1,135 | $23.7 萬 | 0.04% | +1,135 | 新進 |
| Millington Financial Advisors, LLC | 1,100 | $23.7 萬 | 0.09% | +1,100 | 新進 |
| Virtue Capital Management, LLC | 1,131 | $23.6 萬 | 0.03% | −234−17.1% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 1,131 | $23.6 萬 | 0.03% | +1,131 | 新進 |
| Ingalls & Snyder LLC | 1,127 | $23.6 萬 | 0.01% | +1,127 | 新進 |
| Centurion Wealth Management LLC | 1,128 | $23.6 萬 | 0.06% | −517−31.4% | 減碼 |