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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 27,805 | $581.2 萬 | 0.57% | −474−1.7% | 減碼 |
| Fulton Bank, N.A. | 27,755 | $580.2 萬 | 0.18% | +2,046+8.0% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 27,711 | $579.3 萬 | 0.14% | +11,773+73.9% | 加碼 |
| Boothbay Fund Management, LLC | 27,681 | $578.6 萬 | 0.11% | +26,132+1,687.0% | 加碼 |
| Capital Asset Advisory Services LLC | 27,681 | $578.6 萬 | 0.21% | +833+3.1% | 加碼 |
| Central Trust Co | 27,615 | $577.3 萬 | 0.10% | +307+1.1% | 加碼 |
| Fulcrum Asset Management LLP | 27,158 | $575.0 萬 | 0.57% | +9,376+52.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 27,390 | $572.6 萬 | 0.06% | +384+1.4% | 加碼 |
| CBOE Vest Financial, LLC | 27,389 | $572.5 萬 | 0.06% | +438+1.6% | 加碼 |
| K.J. Harrison & Partners Inc | 27,031 | $565.1 萬 | 0.80% | −13,700−33.6% | 減碼 |
| Griffin Asset Management, Inc. | 26,956 | $563.5 萬 | 0.59% | −295−1.1% | 減碼 |
| Two Sigma Securities, LLC | 26,909 | $562.5 萬 | 0.49% | +21,811+427.8% | 加碼 |
| Trilogy Capital Inc. | 26,895 | $562.2 萬 | 0.22% | +1,380+5.4% | 加碼 |
| Hedeker Wealth, LLC | 26,792 | $560.1 萬 | 1.07% | +560+2.1% | 加碼 |
| Meyer Handelman Co | 26,714 | $558.4 萬 | 0.16% | −624−2.3% | 減碼 |
| We Are One Seven, LLC | 26,596 | $556.0 萬 | 0.09% | +744+2.9% | 加碼 |
| Next Level Private LLC | 26,523 | $554.4 萬 | 1.09% | +130+0.5% | 加碼 |
| Rossmore Private Capital | 26,435 | $552.6 萬 | 0.45% | −180−0.7% | 減碼 |
| Dimension Capital Management LLC | 26,281 | $549.4 萬 | 0.64% | 00.0% | 不變 |
| Vertrix Wealth Management, LLC | 26,272 | $549.2 萬 | 1.85% | −4,608−14.9% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 25,890 | $541.2 萬 | 0.52% | −330−1.3% | 減碼 |
| Northwest Bancshares, Inc. | 25,735 | $538.0 萬 | 0.97% | −2,110−7.6% | 減碼 |
| Northeast Investment Management | 25,735 | $538.0 萬 | 0.20% | +1,796+7.5% | 加碼 |
| Dana Investment Advisors, Inc. | 25,599 | $535.1 萬 | 0.14% | −4,317−14.4% | 減碼 |
| Burney Co | 25,563 | $534.4 萬 | 0.14% | +486+1.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 25,368 | $530.3 萬 | 0.49% | −8,693−25.5% | 減碼 |
| Trust Co of Toledo NA | 25,367 | $530.3 萬 | 0.44% | +401+1.6% | 加碼 |
| Bradyco, Inc. | 25,328 | $529.5 萬 | 6.07% | 00.0% | 不變 |
| Patten & Patten Inc | 25,249 | $527.8 萬 | 0.28% | −100.0% | 減碼 |
| Palisade Asset Management, LLC | 25,157 | $525.9 萬 | 0.49% | −899−3.5% | 減碼 |
| Culbertson A N & Co Inc | 25,073 | $524.1 萬 | 0.61% | −600−2.3% | 減碼 |
| Kestra Investment Management, LLC | 25,022 | $523.1 萬 | 0.10% | +23,374+1,418.3% | 加碼 |
| Franklin Street Advisors Inc | 25,000 | $522.6 萬 | 0.29% | 00.0% | 不變 |
| Truvestments Capital LLC | 24,998 | $522.6 萬 | 0.78% | −50.0% | 減碼 |
| TD Private Client Wealth LLC | 24,947 | $521.5 萬 | 0.10% | −419−1.7% | 減碼 |
| Logan Capital Management Inc | 24,862 | $519.7 萬 | 0.19% | +24,862 | 新進 |
| Ramirez Asset Management, Inc. | 24,729 | $516.9 萬 | 0.54% | −30.0% | 減碼 |
| National Asset Management, Inc. | 24,365 | $515.9 萬 | 0.28% | −372−1.5% | 減碼 |
| First National Bank of Omaha | 24,553 | $513.5 萬 | 0.14% | −1,169−4.5% | 減碼 |
| Atomi Financial Group, Inc. | 24,480 | $511.7 萬 | 0.13% | +2,681+12.3% | 加碼 |
| LSV Asset Management | 24,303 | $508.0 萬 | 0.01% | +10.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 24,294 | $507.8 萬 | 0.03% | +10,890+81.2% | 加碼 |
| Tema ETFs LLC | 24,259 | $507.1 萬 | 0.16% | +2,320+10.6% | 加碼 |
| Lee Johnson Capital Management, LLC | 24,174 | $505.3 萬 | 1.58% | +24,174 | 新進 |
| Meridian Wealth Management, LLC | 24,001 | $501.7 萬 | 0.16% | +437+1.9% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 24,000 | $501.7 萬 | 0.81% | 00.0% | 不變 |
| Concord Wealth Partners | 23,965 | $501.0 萬 | 0.57% | +272+1.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 23,823 | $498.0 萬 | 0.14% | +1,120+4.9% | 加碼 |
| Stolper Co | 23,635 | $494.1 萬 | 1.28% | +6,193+35.5% | 加碼 |
| Alberta Investment Management Corp | 23,600 | $493.3 萬 | 0.03% | +23,600 | 新進 |
| Transcend Wealth Collective, LLC | 23,384 | $488.8 萬 | 0.33% | +3,629+18.4% | 加碼 |
| Davenport & Co LLC | 23,368 | $488.5 萬 | 0.02% | +3,775+19.3% | 加碼 |
| Whittier Trust Co | 21,946 | $487.4 萬 | 0.05% | +3,313+17.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 23,308 | $487.2 萬 | 0.08% | +23,308 | 新進 |
| Vestcor Inc | 23,256 | $486.1 萬 | 0.12% | −670−2.8% | 減碼 |
| Sagespring Wealth Partners, LLC | 23,231 | $485.6 萬 | 0.07% | +851+3.8% | 加碼 |
| Concord Asset Management, LLC | 23,122 | $483.3 萬 | 0.75% | −157−0.7% | 減碼 |
| Capitolis Liquid Global Markets LLC | 23,026 | $481.3 萬 | 0.02% | −89,734−79.6% | 減碼 |
| V-Square Quantitative Management LLC | 22,997 | $480.7 萬 | 0.46% | −15,713−40.6% | 減碼 |
| River Street Advisors LLC | 22,881 | $478.3 萬 | 1.41% | +180+0.8% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 22,833 | $477.3 萬 | 0.41% | +4,438+24.1% | 加碼 |
| F/M Investments LLC | 22,804 | $476.7 萬 | 0.24% | +3,602+18.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 22,802 | $476.7 萬 | 0.06% | +50+0.2% | 加碼 |
| Leavell Investment Management, Inc. | 22,781 | $476.2 萬 | 0.17% | +183+0.8% | 加碼 |
| Savvy Advisors, Inc. | 22,754 | $475.6 萬 | 0.10% | +5,267+30.1% | 加碼 |
| Krilogy Financial LLC | 22,726 | $475.1 萬 | 0.14% | +1,168+5.4% | 加碼 |
| Aaron Wealth Advisors | 22,707 | $474.7 萬 | 0.24% | +1,694+8.1% | 加碼 |
| Lighthouse Financial Services Inc | 22,369 | $473.9 萬 | 1.00% | −251−1.1% | 減碼 |
| Am Investment Strategies LLC | 22,533 | $471.0 萬 | 0.90% | +101+0.5% | 加碼 |
| Smartleaf Asset Management LLC | 22,195 | $469.9 萬 | 0.15% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 22,420 | $468.7 萬 | 0.53% | +675+3.1% | 加碼 |
| VCI Wealth Management LLC | 22,306 | $466.3 萬 | 1.17% | +9,947+80.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 22,168 | $463.4 萬 | 0.09% | −7,000−24.0% | 減碼 |
| YHB Investment Advisors, Inc. | 22,118 | $462.4 萬 | 0.30% | −175−0.8% | 減碼 |
| Twin Capital Management Inc | 22,058 | $461.1 萬 | 0.50% | +8,140+58.5% | 加碼 |
| StoneX Group Inc. | 22,011 | $460.1 萬 | 0.19% | −1,144−4.9% | 減碼 |
| IFG Advisory, LLC | 21,966 | $459.2 萬 | 0.16% | +21,966 | 新進 |
| Spartan Wealth Advisory Services LLC | 21,928 | $458.4 萬 | 0.38% | −383−1.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 21,892 | $457.6 萬 | 0.02% | −95,176−81.3% | 減碼 |
| TCTC Holdings, LLC | 21,831 | $456.4 萬 | 0.12% | +69+0.3% | 加碼 |
| Miracle Mile Advisors, LLC | 21,805 | $455.8 萬 | 0.05% | +628+3.0% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $455.7 萬 | 0.13% | 00.0% | 不變 |
| IFP Advisors, Inc | 21,762 | $454.9 萬 | 0.08% | +2,185+11.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 21,746 | $454.6 萬 | 0.09% | −247−1.1% | 減碼 |
| Earnest Partners LLC | 21,592 | $451.4 萬 | 0.02% | −464−2.1% | 減碼 |
| First National Advisers, LLC | 21,543 | $450.3 萬 | 0.63% | −1,296−5.7% | 減碼 |
| Amica Mutual Insurance Co | 21,438 | $448.1 萬 | 0.37% | −7,092−24.9% | 減碼 |
| Steel Peak Wealth Management LLC | 21,415 | $447.7 萬 | 0.12% | +1,343+6.7% | 加碼 |
| Asio Capital, LLC | 21,310 | $445.5 萬 | 0.57% | −1,415−6.2% | 減碼 |
| William B. Walkup & Associates, Inc. | 21,294 | $445.1 萬 | 2.14% | −458−2.1% | 減碼 |
| Pensionmark Financial Group, LLC | 26,428 | $443.8 萬 | 0.07% | −2,127−7.4% | 減碼 |
| Evergreen Capital Management LLC | 21,183 | $442.8 萬 | 0.08% | +5,891+38.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 21,138 | $441.9 萬 | 0.30% | +45+0.2% | 加碼 |
| Huntleigh Advisors, Inc. | 21,101 | $441.1 萬 | 0.62% | +1,816+9.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 21,051 | $440.0 萬 | 0.43% | −947−4.3% | 減碼 |
| Canandaigua National Bank & Trust Co | 20,966 | $438.3 萬 | 0.37% | +20,966 | 新進 |
| Core Alternative Capital | 20,876 | $436.4 萬 | 1.31% | −10,198−32.8% | 減碼 |
| Axecap Investments, LLC | 20,866 | $436.2 萬 | 2.41% | +13,114+169.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 20,727 | $433.3 萬 | 0.09% | −7,732−27.2% | 減碼 |
| Hurley Capital, LLC | 20,673 | $432.2 萬 | 2.24% | +10.0% | 加碼 |