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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 20,657 | $431.8 萬 | 0.08% | −2,866−12.2% | 減碼 |
| Coastline Trust Co | 20,616 | $431.0 萬 | 0.38% | −85−0.4% | 減碼 |
| Alaethes Wealth LLC | 20,612 | $430.9 萬 | 1.25% | −34−0.2% | 減碼 |
| BFI Infinity Ltd. | 20,573 | $430.1 萬 | 2.07% | +20,573 | 新進 |
| Alcosta Capital Management, Inc. | 20,520 | $429.0 萬 | 2.90% | −1,246−5.7% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 20,256 | $423.4 萬 | 0.22% | −239−1.2% | 減碼 |
| Syon Capital LLC | 20,251 | $423.3 萬 | 0.18% | −1,705−7.8% | 減碼 |
| Capital Investment Advisors, LLC | 20,219 | $422.7 萬 | 0.06% | +403+2.0% | 加碼 |
| MidFirst Bank | 20,180 | $421.8 萬 | 0.30% | −109−0.5% | 減碼 |
| Schear Investment Advisers, LLC | 20,156 | $421.3 萬 | 1.41% | +776+4.0% | 加碼 |
| Werlinich Asset Management, LLC | 20,100 | $420.2 萬 | 1.61% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 20,065 | $419.4 萬 | 0.41% | +564+2.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,049 | $419.1 萬 | 0.04% | −485−2.4% | 減碼 |
| Sumitomo Life Insurance Co | 19,712 | $412.1 萬 | 0.07% | −1,140−5.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 19,496 | $407.5 萬 | 0.05% | +1,391+7.7% | 加碼 |
| Snowden Capital Advisors LLC | 19,354 | $404.6 萬 | 0.10% | +832+4.5% | 加碼 |
| Talon Private Wealth, LLC | 19,309 | $403.6 萬 | 0.47% | +3,228+20.1% | 加碼 |
| SeaBridge Investment Advisors LLC | 19,296 | $403.4 萬 | 0.58% | +4,299+28.7% | 加碼 |
| Insight Inv LLC | 19,192 | $401.2 萬 | 1.89% | +256+1.4% | 加碼 |
| Rydar Equities, Inc. | 18,406 | $401.1 萬 | 2.26% | +1,152+6.7% | 加碼 |
| Lipe & Dalton | 19,101 | $399.3 萬 | 1.86% | −1,424−6.9% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 19,096 | $399.2 萬 | 0.05% | +19,096 | 新進 |
| Modern Wealth Management, LLC | 19,071 | $398.7 萬 | 0.05% | +9,189+93.0% | 加碼 |
| Caldwell Trust Co | 18,896 | $395.0 萬 | 0.32% | +277+1.5% | 加碼 |
| Crestwood Advisors Group LLC | 18,879 | $394.7 萬 | 0.06% | +308+1.7% | 加碼 |
| MainStreet Investment Advisors LLC | 18,809 | $393.2 萬 | 0.54% | −463−2.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 18,781 | $392.6 萬 | 0.27% | +5,325+39.6% | 加碼 |
| Bridgewater Associates, LP | 18,729 | $391.5 萬 | 0.02% | +3,967+26.9% | 加碼 |
| PFG Investments, LLC | 18,636 | $389.6 萬 | 0.15% | +474+2.6% | 加碼 |
| KCM Investment Advisors LLC | 18,605 | $388.9 萬 | 0.12% | −253−1.3% | 減碼 |
| Hunter Associates Investment Management LLC | 18,530 | $387.7 萬 | 0.45% | −1,051−5.4% | 減碼 |
| LOM Asset Management Ltd | 18,511 | $387.0 萬 | 1.00% | +692+3.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 18,481 | $386.3 萬 | 0.04% | −50.0% | 減碼 |
| Resources Investment Advisors, LLC. | 18,450 | $385.7 萬 | 0.03% | +1,712+10.2% | 加碼 |
| Donoghue Forlines LLC | 18,355 | $383.7 萬 | 0.99% | +18,355 | 新進 |
| Howland Capital Management LLC | 18,351 | $383.6 萬 | 0.14% | −290−1.6% | 減碼 |
| Dark Forest Capital Management LP | 18,286 | $382.3 萬 | 0.25% | +18,286 | 新進 |
| Prospera Financial Services Inc | 18,136 | $379.3 萬 | 0.06% | −4,743−20.7% | 減碼 |
| Centaurus Financial, Inc. | 18,122 | $378.8 萬 | 0.15% | −1,983−9.9% | 減碼 |
| Hantz Financial Services, Inc. | 18,097 | $378.3 萬 | 0.05% | +365+2.1% | 加碼 |
| SHP Wealth Management | 18,053 | $377.4 萬 | 0.26% | +32+0.2% | 加碼 |
| Family Management Corp | 18,042 | $377.1 萬 | 0.40% | −305−1.7% | 減碼 |
| Ironwood Investment Counsel, LLC | 18,033 | $377.0 萬 | 0.49% | +799+4.6% | 加碼 |
| Diversify Wealth Management, LLC | 17,538 | $376.3 萬 | 0.06% | −21−0.1% | 減碼 |
| Diversify Advisory Services, LLC | 17,538 | $376.3 萬 | 0.06% | +16,255+1,267.0% | 加碼 |
| Vestor Capital, LLC | 10,066 | $375.5 萬 | 0.32% | −215,215−95.5% | 減碼 |
| Prudent Man Advisors, LLC | 17,951 | $375.2 萬 | 0.86% | −674−3.6% | 減碼 |
| Frec Markets, Inc. | 17,951 | $375.2 萬 | 0.34% | +6,757+60.4% | 加碼 |
| Oak Asset Management, LLC | 17,873 | $373.6 萬 | 1.20% | −300−1.7% | 減碼 |
| Acropolis Investment Management, LLC | 17,770 | $371.5 萬 | 0.15% | −669−3.6% | 減碼 |
| Wakefield Asset Management LLLP | 17,741 | $370.9 萬 | 0.83% | +283+1.6% | 加碼 |
| Mutual Advisors, LLC | 17,739 | $370.8 萬 | 0.07% | +1,912+12.1% | 加碼 |
| Hudson Canyon Capital Management | 17,694 | $369.9 萬 | 1.98% | −590−3.2% | 減碼 |
| Bradley Foster & Sargent Inc | 17,684 | $369.7 萬 | 0.05% | +99+0.6% | 加碼 |
| Titan Investment Management LLC | 17,651 | $369.0 萬 | 2.73% | +3,416+24.0% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 17,409 | $363.9 萬 | 0.96% | −385−2.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 17,403 | $363.8 萬 | 0.09% | −33,565−65.9% | 減碼 |
| Systematic Alpha Investments, LLC | 17,326 | $362.2 萬 | 0.10% | 00.0% | 不變 |
| Mission Wealth Management, LP | 17,293 | $361.5 萬 | 0.05% | +9,172+112.9% | 加碼 |
| JPL Wealth Management, LLC | 17,278 | $361.2 萬 | 0.72% | −236−1.3% | 減碼 |
| Intrust Bank NA | 17,229 | $360.2 萬 | 0.27% | −9−0.1% | 減碼 |
| Somerset Trust Co | 17,165 | $358.8 萬 | 1.01% | +327+1.9% | 加碼 |
| Abbot Financial Management, Inc. | 17,140 | $358.3 萬 | 1.32% | −135−0.8% | 減碼 |
| Capital Investment Counsel, Inc | 17,126 | $358.0 萬 | 0.39% | −300−1.7% | 減碼 |
| Grimes & Company, Inc. | 17,093 | $357.3 萬 | 0.08% | +5,459+46.9% | 加碼 |
| Dynasty Wealth Management, LLC | 17,058 | $356.6 萬 | 0.03% | −499−2.8% | 減碼 |
| Cornerstone Planning, LLC | 17,029 | $356.0 萬 | 0.82% | +318+1.9% | 加碼 |
| Cacti Asset Management LLC | 17,000 | $355.4 萬 | 0.18% | −1,500−8.1% | 減碼 |
| Heritage Trust Co | 16,987 | $355.1 萬 | 0.31% | +704+4.3% | 加碼 |
| Harvest Investment Advisors, LLC | 16,925 | $353.8 萬 | 1.76% | −59−0.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,891 | $353.1 萬 | 0.01% | −2,499−12.9% | 減碼 |
| Koshinski Asset Management, Inc. | 16,785 | $350.9 萬 | 0.19% | −1,706−9.2% | 減碼 |
| Quantbot Technologies LP | 16,710 | $349.3 萬 | 0.14% | −24,590−59.5% | 減碼 |
| Shaker Investments LLC | 16,683 | $348.7 萬 | 1.25% | −122−0.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,660 | $348.3 萬 | 0.05% | −504−2.9% | 減碼 |
| Waterfront Wealth Inc. | 15,491 | $344.3 萬 | 0.53% | +117+0.8% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 16,065 | $343.7 萬 | 1.83% | +16,065 | 新進 |
| Institute for Wealth Management, LLC. | 16,397 | $342.8 萬 | 0.30% | −273−1.6% | 減碼 |
| IFC Advisors LLC | 16,353 | $341.8 萬 | 0.43% | −433−2.6% | 減碼 |
| Cookson Peirce & Co Inc | 16,346 | $341.7 萬 | 0.11% | −1,598−8.9% | 減碼 |
| King Luther Capital Management Corp | 16,280 | $340.3 萬 | 0.01% | −642−3.8% | 減碼 |
| D L Carlson Investment Group Inc | 16,219 | $339.0 萬 | 0.54% | −1,957−10.8% | 減碼 |
| Brighton Jones LLC | 16,168 | $338.0 萬 | 0.06% | +1,651+11.4% | 加碼 |
| Belpointe Asset Management LLC | 16,153 | $337.7 萬 | 0.11% | −1,172−6.8% | 減碼 |
| Consolidated Planning Corp | 16,113 | $336.8 萬 | 0.45% | +499+3.2% | 加碼 |
| IPG Investment Advisors LLC | 16,099 | $336.5 萬 | 0.48% | −70.0% | 減碼 |
| GAM Holding AG | 16,081 | $336.2 萬 | 0.26% | −1,240−7.2% | 減碼 |
| Graphene Investments SAS | 16,000 | $334.5 萬 | 1.95% | −3,200−16.7% | 減碼 |
| Cherokee Insurance Co | 16,000 | $334.5 萬 | 1.29% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 15,974 | $333.9 萬 | 0.21% | −66−0.4% | 減碼 |
| Compton Wealth Advisory Group, LLC | 15,698 | $332.6 萬 | 0.67% | −134−0.8% | 減碼 |
| Vanguard Capital Wealth Advisors | 15,886 | $332.1 萬 | 2.25% | +3,625+29.6% | 加碼 |
| Parkside Financial Bank & Trust | 15,812 | $330.5 萬 | 0.23% | −99−0.6% | 減碼 |
| Aspen Grove Capital, LLC | 15,767 | $329.6 萬 | 0.47% | 00.0% | 不變 |
| AlTi Global, Inc. | 15,759 | $329.4 萬 | 0.07% | +116+0.7% | 加碼 |
| Virtu Financial LLC | 15,741 | $329.0 萬 | 0.10% | +15,741 | 新進 |
| Capstone Investment Advisors, LLC | 15,683 | $327.8 萬 | 0.02% | −12,520−44.4% | 減碼 |
| Ascent Group, LLC | 15,659 | $327.3 萬 | 0.10% | +68+0.4% | 加碼 |
| Wolff Wiese Magana LLC | 15,630 | $326.7 萬 | 1.50% | −180−1.1% | 減碼 |
| Texas Yale Capital Corp. | 15,615 | $326.4 萬 | 0.07% | +100+0.6% | 加碼 |