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 |
|---|---|---|---|---|---|
| Blair William & Co | 202,578 | $4,235 萬 | 0.11% | +46,418+29.7% | 加碼 |
| Ethic Inc. | 200,383 | $4,189 萬 | 0.52% | +1,117+0.6% | 加碼 |
| NFJ Investment Group, LLC | 199,329 | $4,167 萬 | 1.42% | +57,933+41.0% | 加碼 |
| Man Group plc | 198,826 | $4,156 萬 | 0.08% | −180,113−47.5% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 197,896 | $4,137 萬 | 4.75% | +230.0% | 加碼 |
| Rakuten Investment Management, Inc. | 195,276 | $4,134 萬 | 0.12% | +17,517+9.9% | 加碼 |
| Chilton Capital Management LLC | 195,275 | $4,082 萬 | 1.29% | −87,812−31.0% | 減碼 |
| NEOS Investment Management LLC | 194,970 | $4,076 萬 | 0.15% | +21,350+12.3% | 加碼 |
| Empowered Funds, LLC | 194,020 | $4,056 萬 | 0.21% | −58,768−23.2% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 191,034 | $3,993 萬 | 0.27% | +7,050+3.8% | 加碼 |
| LVM Capital Management Ltd | 190,045 | $3,973 萬 | 3.32% | −1,419−0.7% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 190,021 | $3,972 萬 | 0.90% | +124+0.1% | 加碼 |
| Bailard, Inc. | 189,664 | $3,965 萬 | 0.81% | −1,296−0.7% | 減碼 |
| Hosking Partners LLP | 188,286 | $3,936 萬 | 1.31% | −3,231−1.7% | 減碼 |
| Pathstone Holdings, LLC | 186,589 | $3,909 萬 | 0.11% | +10,508+6.0% | 加碼 |
| Capital International Inc | 185,385 | $3,875 萬 | 0.27% | +43,821+31.0% | 加碼 |
| Wealthfront Advisers LLC | 184,586 | $3,859 萬 | 0.07% | +7,913+4.5% | 加碼 |
| Brown Advisory Inc | 184,523 | $3,857 萬 | 0.06% | +13,214+7.7% | 加碼 |
| Sapient Capital LLC | 181,301 | $3,790 萬 | 0.50% | +171,225+1,699.3% | 加碼 |
| NewEdge Wealth, LLC | 181,267 | $3,789 萬 | 0.38% | +164,971+1,012.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 181,083 | $3,785 萬 | 0.24% | −125−0.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,283 | $3,769 萬 | 0.26% | +3,417+1.9% | 加碼 |
| Assetmark, Inc | 179,567 | $3,754 萬 | 0.06% | +7,842+4.6% | 加碼 |
| Midwest Trust Co | 177,944 | $3,720 萬 | 0.42% | +421+0.2% | 加碼 |
| British Columbia Investment Management Corp | 177,654 | $3,714 萬 | 0.23% | +14,026+8.6% | 加碼 |
| Conning Inc. | 177,117 | $3,702 萬 | 1.11% | −48,560−21.5% | 減碼 |
| Captrust Financial Advisors | 176,155 | $3,682 萬 | 0.06% | +800.0% | 加碼 |
| Maple Capital Management, Inc. | 175,947 | $3,678 萬 | 2.18% | −5,423−3.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 176,111 | $3,656 萬 | 0.04% | +47,158+36.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 173,994 | $3,629 萬 | 0.15% | +17,659+11.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 173,556 | $3,628 萬 | 0.08% | +10,577+6.5% | 加碼 |
| Gabelli Funds LLC | 172,997 | $3,616 萬 | 0.23% | −8,443−4.7% | 減碼 |
| Walleye Capital LLC | 170,288 | $3,560 萬 | 0.17% | +109,386+179.6% | 加碼 |
| Utah Retirement Systems | 170,166 | $3,557 萬 | 0.34% | −14,286−7.7% | 減碼 |
| Pinnacle Financial Partners, Inc. | 169,559 | $3,544 萬 | 0.24% | +14,021+9.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 169,210 | $3,537 萬 | 0.27% | −5,751−3.3% | 減碼 |
| Picton Mahoney Asset Management | 168,259 | $3,517 萬 | 0.32% | −17,971−9.6% | 減碼 |
| Pittenger & Anderson Inc | 167,570 | $3,503 萬 | 1.25% | +6,745+4.2% | 加碼 |
| New York Life Investment Management LLC | 166,946 | $3,490 萬 | 0.24% | −3,201−1.9% | 減碼 |
| Hallmark Capital Management Inc | 166,230 | $3,475 萬 | 2.01% | +255+0.2% | 加碼 |
| BSN Capital Partners Ltd | 161,268 | $3,419 萬 | 1.55% | +161,268 | 新進 |
| Westwood Holdings Group Inc. | 162,385 | $3,394 萬 | 0.26% | +160,768+9,942.4% | 加碼 |
| Payden & Rygel | 161,100 | $3,368 萬 | 2.58% | −400−0.2% | 減碼 |
| Umb Bank N A | 159,718 | $3,339 萬 | 0.42% | −6,319−3.8% | 減碼 |
| Sanctuary Advisors, LLC | 159,334 | $3,331 萬 | 0.15% | +2,918+1.9% | 加碼 |
| Macquarie Group Ltd | 159,067 | $3,319 萬 | 0.14% | +20,478+14.8% | 加碼 |
| Nissay Asset Management Corp | 158,733 | $3,318 萬 | 0.14% | +5,911+3.9% | 加碼 |
| Boston Common Asset Management, LLC | 158,039 | $3,304 萬 | 1.96% | −1,910−1.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 155,543 | $3,251 萬 | 0.61% | +155,543 | 新進 |
| Vontobel Holding Ltd. | 155,485 | $3,250 萬 | 0.11% | +2,885+1.9% | 加碼 |
| Omers Administration Corp | 154,825 | $3,236 萬 | 0.19% | +67,040+76.4% | 加碼 |
| Fred Alger Management, LLC | 154,303 | $3,226 萬 | 0.11% | +5,699+3.8% | 加碼 |
| TCG Advisory Services, LLC | 153,261 | $3,204 萬 | 0.59% | +6,189+4.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 143,969 | $3,198 萬 | 0.82% | +3,811+2.7% | 加碼 |
| Andra AP-fonden | 150,920 | $3,155 萬 | 0.36% | −22,300−12.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 150,080 | $3,137 萬 | 0.35% | −1,310−0.9% | 減碼 |
| Glenmede Trust Co NA | 149,917 | $3,134 萬 | 0.14% | −865−0.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 149,260 | $3,117 萬 | 0.19% | −14,044−8.6% | 減碼 |
| Abn Amro Investment Solutions | 148,712 | $3,109 萬 | 0.27% | −5,711−3.7% | 減碼 |
| Panagora Asset Management Inc | 148,130 | $3,097 萬 | 0.09% | +45,834+44.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 147,400 | $3,081 萬 | 0.33% | +9,559+6.9% | 加碼 |
| State of Alaska, Department of Revenue | 146,487 | $3,062 萬 | 0.30% | −5,090−3.4% | 減碼 |
| Generali Asset Management SPA SGR | 146,152 | $3,055 萬 | 0.55% | +14,924+11.4% | 加碼 |
| Argent Trust Co | 146,072 | $3,053 萬 | 0.88% | −619−0.4% | 減碼 |
| Mutual of America Capital Management LLC | 145,748 | $3,047 萬 | 0.30% | +2,044+1.4% | 加碼 |
| Abner Herrman & Brock LLC | 145,011 | $3,031 萬 | 2.88% | −12,711−8.1% | 減碼 |
| Oak Harvest Investment Services | 144,642 | $3,024 萬 | 2.83% | +13,979+10.7% | 加碼 |
| Harvest Portfolios Group Inc. | 144,324 | $3,017 萬 | 0.43% | −12,014−7.7% | 減碼 |
| Perpetual Ltd | 144,225 | $3,015 萬 | 0.43% | −6,309−4.2% | 減碼 |
| SCS Capital Management LLC | 144,148 | $3,013 萬 | 0.28% | −950−0.7% | 減碼 |
| TIAA Wealth Investment Management LLC | 140,357 | $2,934 萬 | 0.20% | −1,850−1.3% | 減碼 |
| Appleton Partners Inc | 139,249 | $2,911 萬 | 1.78% | −10,967−7.3% | 減碼 |
| LGT Capital Partners Ltd. | 138,580 | $2,897 萬 | 1.47% | +2,386+1.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 135,636 | $2,835 萬 | 0.24% | +32,478+31.5% | 加碼 |
| OP Asset Management Ltd | 132,619 | $2,772 萬 | 0.30% | −25,312−16.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 131,698 | $2,753 萬 | 0.01% | −1,516−1.1% | 減碼 |
| Yousif Capital Management, LLC | 130,397 | $2,726 萬 | 0.31% | −10,684−7.6% | 減碼 |
| Kestra Advisory Services, LLC | 128,608 | $2,688 萬 | 0.09% | −17,314−11.9% | 減碼 |
| Trexquant Investment LP | 128,046 | $2,677 萬 | 0.17% | +105,941+479.3% | 加碼 |
| Telos Capital Management, Inc. | 126,507 | $2,644 萬 | 2.33% | −4,366−3.3% | 減碼 |
| Jupiter Asset Management Ltd | 125,116 | $2,615 萬 | 0.13% | +36,703+41.5% | 加碼 |
| Clearbridge Investments, LLC | 125,079 | $2,615 萬 | 0.02% | −30,856−19.8% | 減碼 |
| Liontrust Investment Partners LLP | 124,651 | $2,606 萬 | 0.38% | +55,228+79.6% | 加碼 |
| Capital Analysts, LLC | 121,253 | $2,535 萬 | 0.58% | −1,398−1.1% | 減碼 |
| Covea Finance | 119,970 | $2,508 萬 | 0.79% | +2,400+2.0% | 加碼 |
| HRT Financial LP | 119,684 | $2,502 萬 | 0.05% | −77,868−39.4% | 減碼 |
| Apollon Wealth Management, LLC | 119,174 | $2,491 萬 | 0.30% | +2,866+2.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 117,967 | $2,466 萬 | 0.58% | −8,266−6.5% | 減碼 |
| Nexus Investment Management ULC | 117,027 | $2,446 萬 | 3.19% | −2,751−2.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 116,631 | $2,438 萬 | 0.54% | +68,273+141.2% | 加碼 |
| Edgar Lomax Co | 115,605 | $2,417 萬 | 1.81% | −10,370−8.2% | 減碼 |
| iA Global Asset Management Inc. | 114,454 | $2,393 萬 | 0.28% | +7,597+7.1% | 加碼 |
| Copeland Capital Management, LLC | 114,388 | $2,391 萬 | 0.49% | −20,638−15.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 112,450 | $2,351 萬 | 0.30% | +5,028+4.7% | 加碼 |
| Bridger Management, LLC | 112,293 | $2,347 萬 | 15.64% | 00.0% | 不變 |
| HB Wealth Management, LLC | 112,084 | $2,343 萬 | 0.13% | −531−0.5% | 減碼 |
| RMB Capital Management, LLC | 111,524 | $2,331 萬 | 0.36% | −1,773−1.6% | 減碼 |
| Lyell Wealth Management, LP | 111,062 | $2,322 萬 | 1.42% | +1,066+1.0% | 加碼 |
| IMC-Chicago, LLC | 109,930 | $2,298 萬 | 0.21% | +11,301+11.5% | 加碼 |
| Prudential PLC | 109,865 | $2,297 萬 | 0.16% | −22,985−17.3% | 減碼 |