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 +2,566 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 946 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 | $2,180 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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 40,946 | $855.9 萬 | 1.40% | −932−2.2% | 減碼 |
| Integrated Wealth Concepts LLC | 40,934 | $855.7 萬 | 0.06% | +7,246+21.5% | 加碼 |
| Sowell Financial Services LLC | 40,917 | $855.3 萬 | 0.28% | +450+1.1% | 加碼 |
| Clearstead Advisors, LLC | 40,871 | $854.4 萬 | 0.08% | +4,461+12.3% | 加碼 |
| Hennessy Advisors Inc | 40,800 | $852.9 萬 | 0.27% | −1,900−4.4% | 減碼 |
| BW Gestao de Investimentos Ltda. | 40,700 | $850.8 萬 | 0.21% | −17,056−29.5% | 減碼 |
| First Citizens Bank & Trust Co | 40,689 | $850.6 萬 | 0.13% | −1,741−4.1% | 減碼 |
| Xcel Wealth Management, LLC | 40,660 | $850.0 萬 | 2.03% | −4,085−9.1% | 減碼 |
| City Holding Co | 40,448 | $845.5 萬 | 0.96% | −1,050−2.5% | 減碼 |
| Sit Investment Associates Inc | 40,380 | $844.1 萬 | 0.16% | −5,990−12.9% | 減碼 |
| Quadrant Capital Group LLC | 40,321 | $842.9 萬 | 0.23% | +1,861+4.8% | 加碼 |
| Osmosis Investment Management UK Ltd | 40,228 | $840.9 萬 | 0.39% | −38,225−48.7% | 減碼 |
| Geremia Financial Services, LLC | 40,000 | $836.2 萬 | 8.87% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 39,951 | $835.1 萬 | 0.48% | +6,046+17.8% | 加碼 |
| Capital Investment Counsel, LLC | 39,950 | $835.1 萬 | 1.03% | +636+1.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 39,848 | $833.0 萬 | 0.24% | +3,416+9.4% | 加碼 |
| BOCHK Asset Management Ltd | 39,800 | $832.0 萬 | 1.31% | +13,200+49.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 39,691 | $829.7 萬 | 1.01% | −4,057−9.3% | 減碼 |
| GAMMA Investing LLC | 39,630 | $828.4 萬 | 0.31% | +4,523+12.9% | 加碼 |
| Covenant Asset Management, LLC | 39,592 | $827.6 萬 | 1.47% | +23,111+140.2% | 加碼 |
| Cresset Asset Management, LLC | 39,129 | $817.9 萬 | 0.03% | +4,441+12.8% | 加碼 |
| Bleakley Financial Group, LLC | 38,933 | $813.9 萬 | 0.10% | +4,508+13.1% | 加碼 |
| Morangie Management LLC | 38,623 | $807.4 萬 | 6.71% | −160−0.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 38,433 | $803.4 萬 | 0.09% | −63−0.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 38,149 | $797.5 萬 | 0.45% | +101+0.3% | 加碼 |
| Callan Family Office, LLC | 38,006 | $794.5 萬 | 0.16% | +1,334+3.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 37,957 | $793.5 萬 | 0.22% | +2,685+7.6% | 加碼 |
| Madison Asset Management, LLC | 37,780 | $789.8 萬 | 0.09% | −5,010−11.7% | 減碼 |
| Integrated Advisors Network LLC | 37,324 | $780.2 萬 | 0.36% | +8,263+28.4% | 加碼 |
| Advisory Services Network, LLC | 37,305 | $779.8 萬 | 0.09% | −150.0% | 減碼 |
| Van Eck Associates Corp | 37,251 | $778.7 萬 | 0.00% | −1,206−3.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 37,093 | $775.4 萬 | 0.29% | +37,089+927,225.0% | 加碼 |
| Linscomb & Williams, Inc. | 36,949 | $772.4 萬 | 0.33% | −2,172−5.6% | 減碼 |
| Shelton Capital Management | 36,863 | $770.6 萬 | 0.14% | −38,374−51.0% | 減碼 |
| Cary Street Partners Financial LLC | 36,745 | $768.1 萬 | 0.17% | +1,752+5.0% | 加碼 |
| Stokes Capital Advisors, LLC | 36,469 | $762.3 萬 | 1.63% | −3,104−7.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 36,403 | $761.0 萬 | 0.04% | −2,353−6.1% | 減碼 |
| Elyxium Wealth, LLC | 35,840 | $749.2 萬 | 0.79% | +32,672+1,031.3% | 加碼 |
| Brasada Capital Management, LP | 35,838 | $749.2 萬 | 1.35% | +738+2.1% | 加碼 |
| Triglav Skladi, D.O.O. | 35,824 | $748.7 萬 | 0.39% | +15,673+77.8% | 加碼 |
| Hamilton Capital Partners Inc. | 35,686 | $746.0 萬 | 0.22% | +3,203+9.9% | 加碼 |
| Stock Yards Bank & Trust Co | 35,666 | $745.6 萬 | 0.21% | −20−0.1% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 35,610 | $744.4 萬 | 0.86% | −9,821−21.6% | 減碼 |
| Commonwealth Retirement Investments LLC | 35,181 | $735.4 萬 | 2.00% | +35,181 | 新進 |
| Sandy Cove Advisors, LLC | 34,988 | $731.4 萬 | 1.83% | +189+0.5% | 加碼 |
| Brentview Investment Management LLC | 34,925 | $730.1 萬 | 2.89% | −6,875−16.4% | 減碼 |
| Ibex Wealth Advisors | 34,746 | $726.3 萬 | 0.57% | +26,801+337.3% | 加碼 |
| Carret Asset Management, LLC | 34,516 | $721.5 萬 | 0.63% | +35+0.1% | 加碼 |
| Algert Global LLC | 34,432 | $719.8 萬 | 0.09% | −2,482−6.7% | 減碼 |
| South State Corp. | 34,384 | $718.8 萬 | 0.30% | +1,380+4.2% | 加碼 |
| Summit Trail Advisors, LLC | 34,201 | $714.9 萬 | 0.09% | −110.0% | 減碼 |
| S&CO Inc | 33,987 | $710.4 萬 | 0.41% | −315−0.9% | 減碼 |
| Highland Capital Management, LLC | 33,940 | $709.5 萬 | 0.33% | −100−0.3% | 減碼 |
| NBC Securities, Inc. | 33,811 | $706.8 萬 | 0.48% | −373−1.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 33,444 | $699.1 萬 | 0.07% | +1,408+4.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 33,372 | $697.6 萬 | 0.36% | +50.0% | 加碼 |
| Greenwood Capital Associates LLC | 33,343 | $697.0 萬 | 0.68% | −8,649−20.6% | 減碼 |
| Meeder Advisory Services, Inc. | 33,188 | $693.8 萬 | 0.25% | +2,156+6.9% | 加碼 |
| Financial Advisory Service, Inc. | 33,068 | $691.3 萬 | 0.36% | +2,586+8.5% | 加碼 |
| Compagnie Lombard Odier SCmA | 33,061 | $691.1 萬 | 0.07% | −60−0.2% | 減碼 |
| North Dakota State Investment Board | 33,037 | $690.6 萬 | 0.28% | −326−1.0% | 減碼 |
| Securian Asset Management, Inc | 31,854 | $686.5 萬 | 0.25% | −783−2.4% | 減碼 |
| Union Heritage Capital, LLC | 32,814 | $685.9 萬 | 2.33% | 00.0% | 不變 |
| Financial Advisory Partners, LLC | 32,640 | $682.3 萬 | 1.78% | −774−2.3% | 減碼 |
| LMCG Investments, LLC | 32,607 | $681.6 萬 | 0.37% | −9,095−21.8% | 減碼 |
| Everence Capital Management Inc | 32,291 | $675.0 萬 | 0.36% | 00.0% | 不變 |
| RNC Capital Management LLC | 32,196 | $673.0 萬 | 0.28% | −471−1.4% | 減碼 |
| Sigma Planning Corp | 32,153 | $672.1 萬 | 0.17% | −20.0% | 減碼 |
| Benjamin Edwards Inc | 31,667 | $662.0 萬 | 0.06% | +1,660+5.5% | 加碼 |
| Glass Wealth Management Co LLC | 31,573 | $660.0 萬 | 2.21% | +754+2.4% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,551 | $659.5 萬 | 0.31% | −2,623−7.7% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 31,389 | $656.2 萬 | 0.02% | +637+2.1% | 加碼 |
| Salem Investment Counselors Inc | 31,273 | $653.7 萬 | 0.16% | −193−0.6% | 減碼 |
| Scholtz & Company, LLC | 31,266 | $653.6 萬 | 3.26% | −1,161−3.6% | 減碼 |
| Sculati Wealth Management, LLC | 30,255 | $652.0 萬 | 2.17% | −542−1.8% | 減碼 |
| Bright Rock Capital Management, LLC | 31,000 | $648.0 萬 | 1.30% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 30,996 | $647.9 萬 | 0.02% | +8,355+36.9% | 加碼 |
| Signaturefd, LLC | 30,969 | $647.4 萬 | 0.09% | +1,454+4.9% | 加碼 |
| Socorro Asset Management LP | 30,967 | $647.3 萬 | 2.91% | −11,706−27.4% | 減碼 |
| Stephens Inc | 30,893 | $645.8 萬 | 0.07% | +2,061+7.1% | 加碼 |
| Smith, Salley & Associates | 30,845 | $644.8 萬 | 0.28% | +1,300+4.4% | 加碼 |
| HCR Wealth Advisors | 30,840 | $644.7 萬 | 0.58% | +417+1.4% | 加碼 |
| Farther Finance Advisors, LLC | 30,785 | $644.0 萬 | 0.05% | +1,547+5.3% | 加碼 |
| Simon Quick Advisors, LLC | 30,705 | $641.9 萬 | 0.26% | −6,421−17.3% | 減碼 |
| Sarasin & Partners LLP | 30,673 | $641.2 萬 | 0.08% | −17,822−36.8% | 減碼 |
| Catalytic Wealth RIA, LLC | 30,605 | $639.8 萬 | 0.37% | −5,377−14.9% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 30,059 | $628.3 萬 | 0.30% | −2,577−7.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 29,893 | $624.9 萬 | 0.10% | +708+2.4% | 加碼 |
| Glenview Trust Co | 29,801 | $623.0 萬 | 0.09% | −98−0.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 29,722 | $621.3 萬 | 0.37% | −587−1.9% | 減碼 |
| Greenleaf Trust | 29,247 | $611.4 萬 | 0.06% | +1,004+3.6% | 加碼 |
| Mattson Financial Services, LLC | 27,861 | $608.4 萬 | 1.27% | −1,305−4.5% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 29,059 | $607.4 萬 | 2.83% | −1,134−3.8% | 減碼 |
| Myriad Asset Management Advisors LLC | 28,878 | $603.7 萬 | 1.42% | +4,601+19.0% | 加碼 |
| Arkadios Wealth Advisors | 28,638 | $598.6 萬 | 0.09% | +1,691+6.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 28,503 | $595.8 萬 | 0.51% | +192+0.7% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 28,400 | $593.7 萬 | 1.63% | +28,400 | 新進 |
| Caisse des Depots Et Consignations | 28,343 | $592.5 萬 | 0.10% | −8,028−22.1% | 減碼 |
| Cito Capital Group, LLC | 28,204 | $589.6 萬 | 1.60% | −251−0.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 27,958 | $584.4 萬 | 0.11% | −550−1.9% | 減碼 |