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 2,745 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
- 2,745
- 較 2026 年第 1 季 +266 家
- 持有股數
- 13.5 億
- 較 2026 年第 1 季 +2,562 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 1,106 家加碼
- 清倉機構
- 91
- 另有 947 家減碼
另有 35 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 | 2,745 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,181 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 |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 401,471 | $8,392 萬 | 1.45% | +7,249+1.8% | 加碼 |
| Virginia Retirement Systems Et Al | 392,200 | $8,199 萬 | 0.49% | −12,200−3.0% | 減碼 |
| Scotia Capital Inc. | 389,358 | $8,139 萬 | 0.30% | +41,700+12.0% | 加碼 |
| Cetera Investment Advisers | 389,557 | $8,086 萬 | 0.07% | +8,376+2.2% | 加碼 |
| Balyasny Asset Management LLC | 385,328 | $8,055 萬 | 0.15% | −473,233−55.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 385,210 | $8,052 萬 | 0.27% | −26,051−6.3% | 減碼 |
| Todd Asset Management LLC | 383,090 | $8,008 萬 | 1.42% | +8,049+2.1% | 加碼 |
| First Trust Advisors LP | 379,345 | $7,930 萬 | 0.05% | −158,766−29.5% | 減碼 |
| Foundations Investment Advisors, LLC | 378,795 | $7,918 萬 | 0.82% | +28,948+8.3% | 加碼 |
| Basswood Capital Management, L.L.C. | 369,259 | $7,719 萬 | 3.31% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 366,958 | $7,671 萬 | 0.21% | +104,081+39.6% | 加碼 |
| SEB Asset Management AB | 366,406 | $7,659 萬 | 0.29% | +46,770+14.6% | 加碼 |
| Donaldson Capital Management, LLC | 362,259 | $7,573 萬 | 2.17% | −101,448−21.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 356,704 | $7,557 萬 | 0.12% | +219,789+160.5% | 加碼 |
| Commonwealth Equity Services, LLC | 361,074 | $7,548 萬 | 0.09% | −11,272−3.0% | 減碼 |
| AMF Pensionsforsakring AB | 360,596 | $7,538 萬 | 0.45% | +11,977+3.4% | 加碼 |
| Hudson Bay Capital Management LP | 355,511 | $7,432 萬 | 0.35% | +181,029+103.8% | 加碼 |
| Rafferty Asset Management, LLC | 351,691 | $7,352 萬 | 0.17% | +57,632+19.6% | 加碼 |
| ABN AMRO Bank N.V. | 347,161 | $7,320 萬 | 0.94% | −6,553−1.9% | 減碼 |
| Resona Asset Management Co.,Ltd. | 347,577 | $7,286 萬 | 0.34% | −29,760−7.9% | 減碼 |
| Pinebridge Investments LLC | 347,508 | $7,264 萬 | 0.60% | −52,913−13.2% | 減碼 |
| Ossiam | 347,404 | $7,262 萬 | 0.96% | +347,404 | 新進 |
| Teachers Retirement System of the State of Kentucky | 346,119 | $7,235 萬 | 0.49% | +7,090+2.1% | 加碼 |
| Colony Group, LLC | 345,268 | $7,218 萬 | 0.07% | −38,351−10.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 345,182 | $7,216 萬 | 0.54% | +69,700+25.3% | 加碼 |
| Fiduciary Trust Co | 344,567 | $7,203 萬 | 0.78% | +4,714+1.4% | 加碼 |
| Czech National Bank | 341,206 | $7,133 萬 | 0.39% | +13,552+4.1% | 加碼 |
| Nearwater Capital Markets, Ltd | 340,000 | $7,107 萬 | 1.23% | +340,000 | 新進 |
| Huntington National Bank | 338,362 | $7,073 萬 | 0.34% | +230,884+214.8% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 337,784 | $7,055 萬 | 1.04% | +58,976+21.2% | 加碼 |
| Annex Advisory Services, LLC | 335,740 | $7,018 萬 | 1.20% | −9,091−2.6% | 減碼 |
| CIBC Asset Management Inc | 335,177 | $7,007 萬 | 0.15% | +33,122+11.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 329,520 | $6,888 萬 | 0.32% | −15,714−4.6% | 減碼 |
| Arizona State Retirement System | 328,814 | $6,874 萬 | 0.35% | +3,528+1.1% | 加碼 |
| Regions Financial Corp | 328,070 | $6,858 萬 | 0.41% | +131,887+67.2% | 加碼 |
| Baird Financial Group, Inc. | 327,172 | $6,839 萬 | 0.09% | +15,709+5.0% | 加碼 |
| Gradient Investments LLC | 318,659 | $6,661 萬 | 0.92% | −8,856−2.7% | 減碼 |
| Raiffeisen Bank International AG | 313,029 | $6,627 萬 | 0.78% | +75,789+31.9% | 加碼 |
| Factory Mutual Insurance Co | 315,620 | $6,598 萬 | 0.62% | −13,430−4.1% | 減碼 |
| Credit Agricole S A | 315,123 | $6,587 萬 | 0.17% | −193,399−38.0% | 減碼 |
| State of Michigan Retirement System | 306,926 | $6,416 萬 | 0.28% | −7,400−2.4% | 減碼 |
| Groupama Asset Managment | 300,005 | $6,347 萬 | 0.80% | +6,624+2.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 303,415 | $6,343 萬 | 0.30% | +7,200+2.4% | 加碼 |
| STRS Ohio | 302,226 | $6,318 萬 | 0.24% | −36,336−10.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 300,334 | $6,278 萬 | 0.65% | −5,339−1.7% | 減碼 |
| Mercer Global Advisors Inc | 298,848 | $6,247 萬 | 0.08% | +74,607+33.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,211 | $6,150 萬 | 0.05% | +128,066+77.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 294,047 | $6,147 萬 | 0.12% | +28,877+10.9% | 加碼 |
| AE Wealth Management LLC | 290,836 | $6,080 萬 | 0.28% | −3,129−1.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 290,294 | $6,068 萬 | 0.74% | −34,527−10.6% | 減碼 |
| GW&K Investment Management, LLC | 288,780 | $6,037 萬 | 0.47% | −4,688−1.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 285,209 | $5,962 萬 | 0.30% | +954+0.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 283,722 | $5,931 萬 | 1.04% | −6,014−2.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 280,037 | $5,854 萬 | 0.29% | +8,596+3.2% | 加碼 |
| Pacific Heights Asset Management LLC | 280,000 | $5,853 萬 | 1.85% | +5,000+1.8% | 加碼 |
| QRG Capital Management, Inc. | 279,622 | $5,845 萬 | 0.48% | +30,010+12.0% | 加碼 |
| GWM Advisors LLC | 278,364 | $5,819 萬 | 0.17% | +33,167+13.5% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 275,682 | $5,763 萬 | 4.17% | −3,069−1.1% | 減碼 |
| MetLife Investment Management | 272,972 | $5,706 萬 | 0.26% | −7,016−2.5% | 減碼 |
| Cerity Partners LLC | 278,616 | $5,706 萬 | 0.07% | +19,701+7.6% | 加碼 |
| IFM Investors Pty Ltd | 271,816 | $5,682 萬 | 0.38% | +27,005+11.0% | 加碼 |
| Tudor Investment Corp Et Al | 270,000 | $5,644 萬 | 0.23% | +114,104+73.2% | 加碼 |
| DnB Asset Management AS | 267,505 | $5,592 萬 | 0.16% | −45,530−14.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 266,962 | $5,581 萬 | 0.46% | +9,386+3.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 264,768 | $5,535 萬 | 0.27% | −15,481−5.5% | 減碼 |
| Milford Funds Ltd | 264,258 | $5,524 萬 | 0.90% | +264,258 | 新進 |
| ProShare Advisors LLC | 264,254 | $5,524 萬 | 0.08% | +13,418+5.3% | 加碼 |
| Quadrature Capital Ltd | 262,666 | $5,491 萬 | 0.47% | −105,853−28.7% | 減碼 |
| Moody Lynn & Lieberson, LLC | 256,389 | $5,360 萬 | 2.83% | +7,022+2.8% | 加碼 |
| Bollard Group LLC | 256,087 | $5,353 萬 | 1.63% | +8,610+3.5% | 加碼 |
| Zacks Investment Management | 255,287 | $5,337 萬 | 0.38% | −814−0.3% | 減碼 |
| Chilton Investment Co LLC | 250,782 | $5,242 萬 | 1.26% | −12,826−4.9% | 減碼 |
| Flputnam Investment Management Co | 248,624 | $5,197 萬 | 0.62% | +7,577+3.1% | 加碼 |
| Point72 Asset Management, L.P. | 245,395 | $5,130 萬 | 0.08% | −1,201,025−83.0% | 減碼 |
| Advisor Group Holdings, Inc. | 243,088 | $5,088 萬 | 0.06% | +10,554+4.5% | 加碼 |
| Keybank National Association | 237,589 | $4,967 萬 | 0.16% | −7,484−3.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 237,184 | $4,958 萬 | 0.15% | +21,155+9.8% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 229,958 | $4,807 萬 | 0.77% | +142,393+162.6% | 加碼 |
| TCW Group Inc | 229,009 | $4,787 萬 | 0.32% | −3,288−1.4% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 228,589 | $4,778 萬 | 1.78% | −11,001−4.6% | 減碼 |
| Longaeva Partners L.P. | 225,079 | $4,705 萬 | 1.36% | −88,406−28.2% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 223,549 | $4,673 萬 | 1.95% | −6,919−3.0% | 減碼 |
| Varma Mutual Pension Insurance Co | 223,312 | $4,668 萬 | 0.25% | +1,900+0.9% | 加碼 |
| Daiwa Securities Group Inc. | 223,070 | $4,663 萬 | 0.11% | +14,697+7.1% | 加碼 |
| Xponance, Inc. | 218,953 | $4,577 萬 | 0.28% | +12,419+6.0% | 加碼 |
| Boston Trust Walden Corp | 215,325 | $4,501 萬 | 0.34% | +6,604+3.2% | 加碼 |
| Lido Advisors, LLC | 215,117 | $4,497 萬 | 0.16% | +6,922+3.3% | 加碼 |
| JustInvest LLC | 214,934 | $4,493 萬 | 0.37% | +10,732+5.3% | 加碼 |
| Lazard Asset Management LLC | 214,414 | $4,482 萬 | 0.07% | −23,258−9.8% | 減碼 |
| First Manhattan Co | 211,022 | $4,411 萬 | 0.11% | −4,044−1.9% | 減碼 |
| Heritage Investors Management Corp | 210,199 | $4,394 萬 | 1.22% | −13,596−6.1% | 減碼 |
| MAI Capital Management | 210,130 | $4,393 萬 | 0.17% | +49,527+30.8% | 加碼 |
| Castleark Management LLC | 208,542 | $4,359 萬 | 1.18% | +184,862+780.7% | 加碼 |
| Matrix Asset Advisors Inc | 208,042 | $4,349 萬 | 3.54% | −30,018−12.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 206,921 | $4,325 萬 | 0.56% | −4,748−2.2% | 減碼 |
| USS Investment Management Ltd | 206,196 | $4,310 萬 | 0.17% | −573−0.3% | 減碼 |
| Camden Capital, LLC | 205,123 | $4,288 萬 | 2.11% | +410.0% | 加碼 |
| Erste Asset Management GmbH | 202,478 | $4,285 萬 | 0.33% | +67,105+49.6% | 加碼 |
| Peapack Gladstone Financial Corp | 204,988 | $4,285 萬 | 0.49% | −2,801−1.3% | 減碼 |
| Amalgamated Bank | 203,238 | $4,249 萬 | 0.29% | −19,478−8.7% | 減碼 |