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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 109,842 | $2,296 萬 | 0.13% | −2,706−2.4% | 減碼 |
| Mediolanum International Funds Ltd | 108,104 | $2,289 萬 | 0.20% | +30,730+39.7% | 加碼 |
| Bokf, NA | 108,364 | $2,265 萬 | 0.31% | +7,211+7.1% | 加碼 |
| Aptus Capital Advisors, LLC | 106,948 | $2,236 萬 | 0.16% | +2,641+2.5% | 加碼 |
| Merit Financial Group, LLC | 106,437 | $2,225 萬 | 0.14% | +6,200+6.2% | 加碼 |
| Cornerstone Advisors, LLC | 106,343 | $2,223 萬 | 0.73% | +106,343 | 新進 |
| Illinois Municipal Retirement Fund | 106,161 | $2,219 萬 | 0.25% | −27,059−20.3% | 減碼 |
| Haverford Trust Co | 105,346 | $2,202 萬 | 0.19% | −3,575−3.3% | 減碼 |
| New Republic Capital, LLC | 105,260 | $2,200 萬 | 5.07% | +1,245+1.2% | 加碼 |
| SRS Capital Advisors, Inc. | 105,002 | $2,195 萬 | 0.15% | +62,731+148.4% | 加碼 |
| Hartline Investment Corp | 103,805 | $2,170 萬 | 1.89% | +20,468+24.6% | 加碼 |
| Allstate Corp | 102,906 | $2,151 萬 | 0.21% | +34,712+50.9% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 99,008 | $2,144 萬 | 0.42% | +95,653+2,851.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 102,435 | $2,141 萬 | 0.11% | +15,793+18.2% | 加碼 |
| Nixon Peabody Trust Co | 102,145 | $2,135 萬 | 1.51% | −3,245−3.1% | 減碼 |
| TriCert Investment Counsel Inc. | 101,020 | $2,112 萬 | 1.97% | +101,020 | 新進 |
| La Banque Postale Asset Management SA | 100,884 | $2,109 萬 | 0.21% | +57,746+133.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 100,177 | $2,094 萬 | 0.19% | −7,165−6.7% | 減碼 |
| JBF Capital, Inc. | 100,000 | $2,090 萬 | 2.74% | +75,000+300.0% | 加碼 |
| Jane Street Group, LLC | 98,462 | $2,058 萬 | 0.01% | −90,805−48.0% | 減碼 |
| Nomura Holdings Inc | 98,199 | $2,053 萬 | 0.09% | +55,803+131.6% | 加碼 |
| Natixis | 97,404 | $2,036 萬 | 0.10% | −518,322−84.2% | 減碼 |
| American Assets Investment Management, LLC | 132,000 | $2,024 萬 | 1.22% | 00.0% | 不變 |
| Howe & Rusling Inc | 95,693 | $2,000 萬 | 1.16% | +1,047+1.1% | 加碼 |
| Delta Global Management LP | 95,521 | $1,997 萬 | 2.17% | +95,521 | 新進 |
| Viking Fund Management LLC | 95,000 | $1,986 萬 | 1.78% | 00.0% | 不變 |
| Avanza Fonder AB | 94,842 | $1,983 萬 | 0.43% | +6,494+7.4% | 加碼 |
| Toroso Investments, LLC | 94,798 | $1,982 萬 | 0.05% | +18,848+24.8% | 加碼 |
| Blue Chip Partners, Inc. | 94,423 | $1,974 萬 | 1.25% | −3,041−3.1% | 減碼 |
| Exchange Traded Concepts, LLC | 94,285 | $1,971 萬 | 0.10% | +68,010+258.8% | 加碼 |
| Mizuho Securities USA LLC | 93,847 | $1,962 萬 | 0.32% | +21,115+29.0% | 加碼 |
| GW Henssler & Associates Ltd | 93,644 | $1,958 萬 | 0.87% | −1,894−2.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 93,306 | $1,950 萬 | 0.98% | +1,246+1.4% | 加碼 |
| Pacer Advisors, Inc. | 93,186 | $1,948 萬 | 0.05% | +32,922+54.6% | 加碼 |
| Artemis Investment Management LLP | 93,180 | $1,948 萬 | 0.17% | +93,180 | 新進 |
| Connors Investor Services Inc | 93,141 | $1,947 萬 | 1.69% | −209−0.2% | 減碼 |
| Investment Management Corp of Ontario | 93,032 | $1,945 萬 | 0.25% | −9,300−9.1% | 減碼 |
| Baxter Bros Inc | 92,381 | $1,931 萬 | 2.23% | −827−0.9% | 減碼 |
| KTF Investments, LLC | 92,071 | $1,925 萬 | 1.95% | +2,385+2.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 91,808 | $1,919 萬 | 0.15% | −23,782−20.6% | 減碼 |
| Voleon Capital Management LP | 91,604 | $1,915 萬 | 0.35% | −77,096−45.7% | 減碼 |
| OpenArc Corporate Advisory, LLC | 91,292 | $1,908 萬 | 0.23% | +5,339+6.2% | 加碼 |
| ASR Vermogensbeheer N.V. | 90,790 | $1,898 萬 | 0.20% | −68,004−42.8% | 減碼 |
| Allianz SE | 90,307 | $1,888 萬 | 0.20% | +1,400+1.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 90,308 | $1,888 萬 | 0.37% | −1,456−1.6% | 減碼 |
| Brinker Capital Investments, LLC | 88,496 | $1,850 萬 | 0.14% | +1,153+1.3% | 加碼 |
| Calamos Wealth Management LLC | 87,789 | $1,835 萬 | 0.56% | −2,092−2.3% | 減碼 |
| J. Safra Sarasin Holding AG | 92,525 | $1,818 萬 | 0.26% | +9,532+11.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 85,888 | $1,795 萬 | 0.80% | −2,127−2.4% | 減碼 |
| Kinneret Advisory, LLC | 85,516 | $1,788 萬 | 1.45% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 85,487 | $1,787 萬 | 0.27% | +578+0.7% | 加碼 |
| Alyeska Investment Group, L.P. | 85,408 | $1,785 萬 | 0.05% | −1,038,081−92.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 85,138 | $1,779 萬 | 0.61% | −1,000−1.2% | 減碼 |
| Level Four Advisory Services, LLC | 84,606 | $1,769 萬 | 0.50% | −79−0.1% | 減碼 |
| Saudi Central Bank | 82,950 | $1,734 萬 | 0.23% | +39,127+89.3% | 加碼 |
| Venture Visionary Partners LLC | 81,473 | $1,703 萬 | 0.47% | +7,162+9.6% | 加碼 |
| BTC Capital Management, Inc. | 81,060 | $1,694 萬 | 1.03% | −21,486−21.0% | 減碼 |
| Rockland Trust Co | 80,630 | $1,685 萬 | 0.66% | −1,499−1.8% | 減碼 |
| German American Bancorp, Inc. | 80,223 | $1,677 萬 | 1.26% | −514−0.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 79,775 | $1,668 萬 | 0.31% | +2,005+2.6% | 加碼 |
| Norinchukin Bank, The | 79,708 | $1,666 萬 | 0.16% | +6,351+8.7% | 加碼 |
| Banque Pictet & Cie SA | 79,584 | $1,664 萬 | 0.17% | +292+0.4% | 加碼 |
| Savant Capital, LLC | 87,237 | $1,643 萬 | 0.05% | +43,129+97.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 78,004 | $1,631 萬 | 0.14% | +15,315+24.4% | 加碼 |
| Axxcess Wealth Management, LLC | 77,827 | $1,627 萬 | 0.26% | +77,827 | 新進 |
| Ieq Capital, LLC | 77,021 | $1,610 萬 | 0.07% | −67,784−46.8% | 減碼 |
| AIA Group Ltd | 76,804 | $1,606 萬 | 0.20% | −48,588−38.7% | 減碼 |
| Eagle Capital Management LLC | 76,500 | $1,599 萬 | 0.05% | −3,088−3.9% | 減碼 |
| McGuire Investment Group, LLC | 75,996 | $1,589 萬 | 1.39% | +104+0.1% | 加碼 |
| Groupe la Francaise | 75,516 | $1,579 萬 | 0.19% | +21,885+40.8% | 加碼 |
| Atria Investments LLC | 75,523 | $1,579 萬 | 0.16% | +1,418+1.9% | 加碼 |
| Emerald Investment Advisers, LLC | 75,241 | $1,573 萬 | 1.05% | +11,926+18.8% | 加碼 |
| Fiduciary Alliance LLC | 74,707 | $1,562 萬 | 1.06% | −5,084−6.4% | 減碼 |
| Vise Technologies, Inc. | 73,977 | $1,546 萬 | 0.18% | +25,991+54.2% | 加碼 |
| Park Avenue Securities LLC | 73,558 | $1,538 萬 | 0.10% | +3,563+5.1% | 加碼 |
| Wesbanco Bank Inc | 73,075 | $1,528 萬 | 0.38% | +454+0.6% | 加碼 |
| Strategic Planning Group, LLC | 72,568 | $1,517 萬 | 1.65% | +1,929+2.7% | 加碼 |
| Intech Investment Management LLC | 72,476 | $1,515 萬 | 0.14% | −8,380−10.4% | 減碼 |
| HM Payson & Co | 72,349 | $1,512 萬 | 0.20% | +62,846+661.3% | 加碼 |
| Kentucky Retirement Systems | 71,622 | $1,497 萬 | 0.37% | −42,763−37.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 70,839 | $1,481 萬 | 0.70% | +4,007+6.0% | 加碼 |
| Eastern Bank | 70,264 | $1,469 萬 | 0.22% | +4,497+6.8% | 加碼 |
| Private Advisor Group, LLC | 69,779 | $1,459 萬 | 0.07% | −8,034−10.3% | 減碼 |
| Brookstone Capital Management | 69,561 | $1,454 萬 | 0.15% | +46,947+207.6% | 加碼 |
| Rokos Capital Management LLP | 69,301 | $1,448 萬 | 0.18% | −167,420−70.7% | 減碼 |
| D.A. Davidson & Co. | 69,210 | $1,447 萬 | 0.08% | −264−0.4% | 減碼 |
| Citizens Financial Group Inc | 69,062 | $1,444 萬 | 0.17% | +3,353+5.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 68,596 | $1,434 萬 | 3.95% | −2,776−3.9% | 減碼 |
| Guggenheim Capital LLC | 67,657 | $1,414 萬 | 0.09% | +2,745+4.2% | 加碼 |
| Diversified Trust Co | 66,996 | $1,400 萬 | 0.22% | +16,004+31.4% | 加碼 |
| Premier Fund Managers Ltd | 65,800 | $1,394 萬 | 1.26% | +65,800 | 新進 |
| Hartford Investment Management Co | 66,298 | $1,386 萬 | 0.39% | −2,381−3.5% | 減碼 |
| New Age Alpha Advisors, LLC | 66,065 | $1,381 萬 | 0.59% | −1,786−2.6% | 減碼 |
| Alley Investment Management Company, LLC | 65,293 | $1,365 萬 | 1.59% | −2,539−3.7% | 減碼 |
| Burns J W & Co Inc | 65,104 | $1,361 萬 | 1.42% | −864−1.3% | 減碼 |
| Massmutual Trust Co FSB | 64,118 | $1,340 萬 | 0.35% | −5,239−7.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 63,810 | $1,334 萬 | 0.42% | −2,099−3.2% | 減碼 |
| Hourglass Capital, LLC | 63,520 | $1,328 萬 | 2.61% | −580−0.9% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 62,963 | $1,316 萬 | 0.70% | −7,984−11.3% | 減碼 |
| Vident Advisory, LLC | 61,891 | $1,294 萬 | 0.10% | −21,277−25.6% | 減碼 |