MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 10)
2,757 institutional investment managers reported a MS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $281.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MS 13F holders ranked 901–1,000 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | BAHL & GAYNOR#901 · 15,590 sh | 15,590 | $3.3M | 0.01% | +0.5% |
| 902 | OmniStar Financial Group#902 · 15,523 sh | 15,523 | $3.2M | — | +7.9% |
| 903 | Turtle Creek Wealth Advisors#903 · 15,505 sh | 15,505 | $3.2M | — | +6.1% |
| 904 | WHITE PINE CAPITAL#904 · 15,485 sh | 15,485 | $3.2M | 0.76% | -0.4% |
| 905 | Wedmont Private Capital#905 · 14,551 sh | 14,551 | $3.2M | — | +0.9% |
| 906 | P.A.W. CAPITAL#906 · 15,295 sh | 15,295 | $3.2M | 2.41% | New |
| 907 | Polymer Capital Management (US)#907 · 15,224 sh | 15,224 | $3.2M | 0.42% | +707.2% |
| 908 | NICOLET BANKSHARES#908 · 14,737 sh | 14,737 | $3.2M | 0.10% | -5.6% |
| 909 | Advisors Capital Management#909 · 15,137 sh | 15,137 | $3.2M | 0.03% | +2.3% |
| 910 | AMG National Bank#910 · 15,112 sh | 15,112 | $3.2M | 0.06% | -18.7% |
| 911 | Dorsey & Whitney#911 · 15,084 sh | 15,084 | $3.2M | 0.15% | -1.3% |
| 912 | Decatur Capital Management#912 · 15,004 sh | 15,004 | $3.1M | 1.06% | 0.0% |
| 913 | ADVENT CAPITAL MANAGEMENT#913 · 15,000 sh | 15,000 | $3.1M | 0.07% | -16.7% |
| 914 | CFM WEALTH PARTNERS#914 · 14,963 sh | 14,963 | $3.1M | 0.40% | 0.0% |
| 915 | EDMOND DE ROTHSCHILD HOLDING S.A.#915 · 14,879 sh | 14,879 | $3.1M | 0.04% | +79.8% |
| 916 | Capital Investment Advisory Services#916 · 14,865 sh | 14,865 | $3.1M | 0.19% | +1.3% |
| 917 | 1ST SOURCE BANK#917 · 14,859 sh | 14,859 | $3.1M | 0.14% | +0.3% |
| 918 | STEVENS CAPITAL MANAGEMENT#918 · 14,839 sh | 14,839 | $3.1M | 0.74% | +86.1% |
| 919 | Capital Group Private Client Services#919 · 14,787 sh | 14,787 | $3.1M | 0.04% | -47.3% |
| 920 | INSIGNEO ADVISORY SERVICES#920 · 14,784 sh | 14,784 | $3.1M | 0.12% | -0.9% |
| 921 | Freedom Day Solutions#921 · 14,783 sh | 14,783 | $3.1M | — | -1.9% |
| 922 | MATHER GROUP#922 · 14,757 sh | 14,757 | $3.1M | — | +11.9% |
| 923 | ROTHSCHILD INVESTMENT#923 · 14,730 sh | 14,730 | $3.1M | 0.12% | +85.7% |
| 924 | NORDEN GROUP#924 · 14,722 sh | 14,722 | $3.1M | — | +6.1% |
| 925 | 71 West Capital Partners#925 · 14,698 sh | 14,698 | $3.1M | 0.11% | +36.3% |
| 926 | Quent Capital#926 · 14,689 sh | 14,689 | $3.1M | 0.19% | +2.4% |
| 927 | HALL LAURIE J TRUSTEE#927 · 14,625 sh | 14,625 | $3.1M | — | -1.7% |
| 928 | ARROW FINANCIAL#928 · 14,622 sh | 14,622 | $3.1M | — | -3.7% |
| 929 | Interchange Capital Partners#929 · 14,583 sh | 14,583 | $3.0M | 0.57% | +15.3% |
| 930 | Valeo Financial Advisors#930 · 14,476 sh | 14,476 | $3.0M | — | +4.7% |
| 931 | BOK Financial Private Wealth#931 · 14,460 sh | 14,460 | $3.0M | 0.15% | -8.4% |
| 932 | New England Research & Management#932 · 14,450 sh | 14,450 | $3.0M | — | +3.6% |
| 933 | BCS Private Wealth Management#933 · 14,447 sh | 14,447 | $3.0M | 0.91% | -13.9% |
| 934 | EverSource Wealth Advisors#934 · 14,380 sh | 14,380 | $3.0M | 0.10% | +395.9% |
| 935 | SURIENCE PRIVATE WEALTH#935 · 14,355 sh | 14,355 | $3.0M | — | New |
| 936 | Mystic Asset Management#936 · 14,344 sh | 14,344 | $3.0M | — | -2.2% |
| 937 | Granite Group Advisors#937 · 14,335 sh | 14,335 | $3.0M | — | -11.8% |
| 938 | T. Rowe Price Investment Management#938 · 14,315 sh | 14,315 | $3.0M | <0.01% | +54.0% |
| 939 | Ronald Blue#939 · 14,316 sh | 14,316 | $3.0M | — | -7.0% |
| 940 | PARSONS CAPITAL MANAGEMENT#940 · 14,301 sh | 14,301 | $3.0M | 0.14% | +16.0% |
| 941 | Investment Advisors#941 · 14,275 sh | 14,275 | $3.0M | — | -2.1% |
| 942 | NVWM#942 · 14,179 sh | 14,179 | $3.0M | — | -3.2% |
| 943 | Qtron Investments#943 · 14,162 sh | 14,162 | $3.0M | 0.39% | -12.1% |
| 944 | Fortis Capital Advisors#944 · 14,117 sh | 14,117 | $3.0M | 0.33% | -6.7% |
| 945 | Quadcap Wealth Management#945 · 14,072 sh | 14,072 | $2.9M | 0.29% | +4.4% |
| 946 | Brown Financial Advisors#946 · 14,022 sh | 14,022 | $2.9M | 1.02% | -7.3% |
| 947 | Harfst & Associates#947 · 13,999 sh | 13,999 | $2.9M | — | +0.5% |
| 948 | Aventura Private Wealth#948 · 13,978 sh | 13,978 | $2.9M | 0.90% | +2.3% |
| 949 | Umpqua Bank#949 · 13,974 sh | 13,974 | $2.9M | 0.66% | +1.1% |
| 950 | TOCQUEVILLE ASSET MANAGEMENT L.P.#950 · 13,952 sh | 13,952 | $2.9M | 0.04% | 0.0% |
| 951 | Chicago Partners Investment Group#951 · 13,460 sh | 13,460 | $2.9M | — | +13.0% |
| 952 | Garner Asset Management#952 · 13,760 sh | 13,760 | $2.9M | 0.93% | +6.0% |
| 953 | Waterloo Capital, L.P.#953 · 13,750 sh | 13,750 | $2.9M | 0.16% | +280.9% |
| 954 | Cinctive Capital Management#954 · 13,738 sh | 13,738 | $2.9M | 0.11% | -80.1% |
| 955 | Avestar Capital#955 · 13,658 sh | 13,658 | $2.9M | 0.16% | -5.6% |
| 956 | Central Pacific Bank - Division#956 · 13,651 sh | 13,651 | $2.9M | — | +38.0% |
| 957 | O'Neil Global Advisors#957 · 13,629 sh | 13,629 | $2.8M | 0.64% | New |
| 958 | NORTHCAPE WEALTH MANAGEMENT#958 · 13,620 sh | 13,620 | $2.8M | 0.75% | -5.1% |
| 959 | Moss Adams Wealth Advisors#959 · 13,593 sh | 13,593 | $2.8M | 0.18% | +1.2% |
| 960 | CULLINAN ASSOCIATES#960 · 13,585 sh | 13,585 | $2.8M | 0.21% | -11.2% |
| 961 | Nilsine Partners#961 · 13,538 sh | 13,538 | $2.8M | 0.20% | +1.3% |
| 962 | SYSTEMATIC FINANCIAL MANAGEMENT#962 · 13,500 sh | 13,500 | $2.8M | 0.06% | 0.0% |
| 963 | Wellington Shields Capital Management#963 · 13,414 sh | 13,414 | $2.8M | 0.36% | -3.0% |
| 964 | RWA WEALTH PARTNERS#964 · 13,368 sh | 13,368 | $2.8M | 0.03% | +6.2% |
| 965 | Asset Management#965 · 13,358 sh | 13,358 | $2.8M | 0.17% | -3.1% |
| 966 | Axxion S.A.#966 · 13,267 sh | 13,267 | $2.8M | — | — |
| 967 | Great Diamond Partners#967 · 13,169 sh | 13,169 | $2.8M | — | +0.5% |
| 968 | Gladstone Institutional Advisory#968 · 13,120 sh | 13,120 | $2.7M | 0.09% | +4.5% |
| 969 | Kathmere Capital Management#969 · 13,084 sh | 13,084 | $2.7M | — | +0.9% |
| 970 | WCG Wealth Advisors#970 · 13,070 sh | 13,070 | $2.7M | 0.06% | +2.1% |
| 971 | Gryphon Financial Partners#971 · 13,057 sh | 13,057 | $2.7M | 0.24% | +13.8% |
| 972 | NBT BANK N A#972 · 12,985 sh | 12,985 | $2.7M | — | -2.3% |
| 973 | Lansing Street Advisors#973 · 12,967 sh | 12,967 | $2.7M | 0.57% | +0.5% |
| 974 | WOODARD & ASSET MANAGEMENT GROUP#974 · 12,896 sh | 12,896 | $2.7M | 0.39% | New |
| 975 | OF VERMONT#975 · 12,882 sh | 12,882 | $2.7M | — | — |
| 976 | Center for Wealth Management Advisory#976 · 12,874 sh | 12,874 | $2.7M | — | +11.6% |
| 977 | Atlas Legacy Advisors#977 · 13,807 sh | 13,807 | $2.7M | 0.39% | +80.6% |
| 978 | ALERUS FINANCIAL NA#978 · 12,773 sh | 12,773 | $2.7M | 0.12% | -17.4% |
| 979 | E Fund Management , Ltd.#979 · 12,755 sh | 12,755 | $2.7M | 0.06% | +3.8% |
| 980 | VestGen Advisors#980 · 12,734 sh | 12,734 | $2.7M | 0.08% | +5.4% |
| 981 | WHALEROCK POINT PARTNERS#981 · 98,760 sh | 98,760 | $2.7M | 0.45% | 0.0% |
| 982 | Greenwich Wealth Management#982 · 12,680 sh | 12,680 | $2.7M | 0.10% | -0.8% |
| 983 | Principle Wealth Partners#983 · 12,675 sh | 12,675 | $2.6M | 0.13% | +2.8% |
| 984 | M&G Plc#984 · 12,635 sh | 12,635 | $2.6M | 0.01% | 0.0% |
| 985 | Chesapeake Wealth Management#985 · 12,612 sh | 12,612 | $2.6M | 0.74% | -1.7% |
| 986 | Altman Advisors#986 · 12,602 sh | 12,602 | $2.6M | 0.95% | -3.4% |
| 987 | Atlas Wealth#987 · 142,215 sh | 142,215 | $2.6M | 0.38% | -40.6% |
| 988 | MONETA GROUP INVESTMENT ADVISORS#988 · 12,594 sh | 12,594 | $2.6M | 0.02% | +17.3% |
| 989 | Morse Asset Management#989 · 12,555 sh | 12,555 | $2.6M | 0.43% | +21.5% |
| 990 | Focus Partners Advisor Solutions#990 · 12,523 sh | 12,523 | $2.6M | 0.02% | +35.9% |
| 991 | Radnor Capital Management#991 · 12,519 sh | 12,519 | $2.6M | — | -1.1% |
| 992 | NorthRock Partners#992 · 12,479 sh | 12,479 | $2.6M | 0.04% | +4.3% |
| 993 | MITCHELL MCLEOD PUGH & WILLIAMS#993 · 12,404 sh | 12,404 | $2.6M | 0.32% | +21.7% |
| 994 | Mesirow Financial Investment Management#994 · 12,376 sh | 12,376 | $2.6M | 0.04% | -45.8% |
| 995 | TriaGen Wealth Management#995 · 12,289 sh | 12,289 | $2.6M | — | +133.3% |
| 996 | DAYMARK WEALTH PARTNERS#996 · 12,270 sh | 12,270 | $2.6M | 0.06% | +37.1% |
| 997 | Sentinus#997 · 12,264 sh | 12,264 | $2.6M | 0.20% | +64.5% |
| 998 | Convergence Investment Partners#998 · 12,237 sh | 12,237 | $2.6M | 0.24% | -4.0% |
| 999 | Park Edge Advisors#999 · 12,222 sh | 12,222 | $2.6M | 0.54% | +0.5% |
| 1000 | CHATHAM CAPITAL GROUP#1000 · 12,212 sh | 12,212 | $2.6M | — | -0.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.