MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Aft, Forsyth & Sober#1001 · 15,500 sh | 15,500 | $2.6M | 0.80% | 0.0% |
| 1002 | Meadowbrook Advisors Group#1002 · 12,153 sh | 12,153 | $2.5M | 1.36% | -13.2% |
| 1003 | Premier Path Wealth Partners#1003 · 12,125 sh | 12,125 | $2.5M | — | +6.0% |
| 1004 | Verdence Capital Advisors#1004 · 12,036 sh | 12,036 | $2.5M | — | -0.5% |
| 1005 | MOODY NATIONAL BANK DIVISION#1005 · 12,034 sh | 12,034 | $2.5M | — | -6.7% |
| 1006 | BankPlus Department#1006 · 11,990 sh | 11,990 | $2.5M | 0.59% | +6.9% |
| 1007 | BERKSHIRE ASSET MANAGEMENT#1007 · 11,949 sh | 11,949 | $2.5M | 0.10% | +0.5% |
| 1008 | PMC FIG Opportunities#1008 · 11,946 sh | 11,946 | $2.5M | 3.98% | New |
| 1009 | TLWM#1009 · 11,940 sh | 11,940 | $2.5M | — | -1.2% |
| 1010 | Parcion Private Wealth#1010 · 11,897 sh | 11,897 | $2.5M | 0.14% | +11.4% |
| 1011 | INFRASTRUCTURE CAPITAL ADVISORS#1011 · 11,871 sh | 11,871 | $2.5M | 0.15% | +32.5% |
| 1012 | Munich Reinsurance Stock in Munich#1012 · 11,860 sh | 11,860 | $2.5M | 0.05% | -74.7% |
| 1013 | Catalyst Funds Management Pty Ltd#1013 · 11,850 sh | 11,850 | $2.5M | 0.14% | +215.5% |
| 1014 | ASHFORD CAPITAL MANAGEMENT#1014 · 11,820 sh | 11,820 | $2.5M | 0.26% | +158.6% |
| 1015 | Strategic Wealth Partners, Ltd.#1015 · 11,803 sh | 11,803 | $2.5M | 0.15% | +107.4% |
| 1016 | Allen Investment Management#1016 · 11,697 sh | 11,697 | $2.4M | 0.03% | 0.0% |
| 1017 | A. D. Beadell Investment Counsel#1017 · 11,655 sh | 11,655 | $2.4M | — | -20.3% |
| 1018 | INDEPENDENT FINANCIAL GROUP#1018 · 11,635 sh | 11,635 | $2.4M | — | +41.3% |
| 1019 | Advisors Preferred#1019 · 11,300 sh | 11,300 | $2.4M | 0.37% | 0.0% |
| 1020 | Sagewood Asset Management#1020 · 11,528 sh | 11,528 | $2.4M | 0.55% | +3.1% |
| 1021 | Everhart Financial Group#1021 · 11,479 sh | 11,479 | $2.4M | — | -6.8% |
| 1022 | Symphony Financial, Ltd.#1022 · 11,325 sh | 11,325 | $2.4M | — | +6.3% |
| 1023 | Bison Wealth#1023 · 10,741 sh | 10,741 | $2.4M | — | -1.2% |
| 1024 | AR ASSET MANAGEMENT#1024 · 11,400 sh | 11,400 | $2.4M | 0.44% | 0.0% |
| 1025 | RICHARDS, MERRILL & PETERSON#1025 · 11,300 sh | 11,300 | $2.4M | — | +3.8% |
| 1026 | NATIONS FINANCIAL GROUP , /IA#1026 · 11,299 sh | 11,299 | $2.4M | 0.11% | +2.7% |
| 1027 | Fisher Funds Management LTD#1027 · 11,285 sh | 11,285 | $2.4M | — | +38.7% |
| 1028 | True North Advisors#1028 · 11,201 sh | 11,201 | $2.3M | — | -47.2% |
| 1029 | TRUSTMARK NATIONAL BANK DEPARTMENT#1029 · 11,184 sh | 11,184 | $2.3M | 0.14% | -1.8% |
| 1030 | NORTH DALLAS BANK#1030 · 11,169 sh | 11,169 | $2.3M | 1.38% | -1.5% |
| 1031 | Triad Wealth Partners#1031 · 11,050 sh | 11,050 | $2.3M | — | +27.8% |
| 1032 | Moment Partners#1032 · 11,160 sh | 11,160 | $2.3M | 0.42% | 0.0% |
| 1033 | COURIER CAPITAL#1033 · 11,102 sh | 11,102 | $2.3M | — | -1.9% |
| 1034 | FCG Investment#1034 · 11,077 sh | 11,077 | $2.3M | — | +59.4% |
| 1035 | Hilltop#1035 · 11,070 sh | 11,070 | $2.3M | 0.18% | +22.6% |
| 1036 | OVERSEA-CHINESE BANKING Ltd#1036 · 11,021 sh | 11,021 | $2.3M | 0.05% | New |
| 1037 | Wealthcare Advisory Partners#1037 · 11,043 sh | 11,043 | $2.3M | — | -39.1% |
| 1038 | BlueCrest Capital Management Ltd#1038 · 11,023 sh | 11,023 | $2.3M | 0.08% | New |
| 1039 | DELTA ASSET MANAGEMENT#1039 · 10,951 sh | 10,951 | $2.3M | 0.20% | -0.3% |
| 1040 | Independence Bank of Kentucky#1040 · 10,923 sh | 10,923 | $2.3M | — | -1.8% |
| 1041 | MOSAIC FAMILY WEALTH PARTNERS#1041 · 10,869 sh | 10,869 | $2.3M | 0.15% | +107.5% |
| 1042 | Cambria Investment Management, L.P.#1042 · 10,835 sh | 10,835 | $2.3M | 0.11% | +110.7% |
| 1043 | EXCALIBUR MANAGEMENT#1043 · 10,799 sh | 10,799 | $2.3M | 0.74% | -9.3% |
| 1044 | CIGNA INVESTMENTS#1044 · 10,716 sh | 10,716 | $2.2M | — | -1.8% |
| 1045 | MW ADVISORY#1045 · 10,637 sh | 10,637 | $2.2M | — | — |
| 1046 | WILKINS INVESTMENT COUNSEL#1046 · 10,599 sh | 10,599 | $2.2M | 0.30% | -4.9% |
| 1047 | CWA Asset Management Group#1047 · 10,565 sh | 10,565 | $2.2M | — | +30.3% |
| 1048 | Zullo Investment Group#1048 · 10,526 sh | 10,526 | $2.2M | — | -1.7% |
| 1049 | PROFUND ADVISORS#1049 · 10,514 sh | 10,514 | $2.2M | 0.06% | -3.0% |
| 1050 | LMR Partners LLP#1050 · 10,514 sh | 10,514 | $2.2M | <0.01% | +66.5% |
| 1051 | JAMISON PRIVATE WEALTH MANAGEMENT#1051 · 10,505 sh | 10,505 | $2.2M | — | +3.4% |
| 1052 | Portside Wealth Group#1052 · 10,479 sh | 10,479 | $2.2M | — | +0.2% |
| 1053 | Larson Financial Group#1053 · 10,454 sh | 10,454 | $2.2M | 0.06% | -24.4% |
| 1054 | Hennion & Walsh Asset Management#1054 · 10,433 sh | 10,433 | $2.2M | — | +32.0% |
| 1055 | CAPE ANN SAVINGS BANK#1055 · 10,423 sh | 10,423 | $2.2M | 1.03% | -5.3% |
| 1056 | Community Bank, N.A.#1056 · 10,419 sh | 10,419 | $2.2M | 0.24% | -4.4% |
| 1057 | KINGSWOOD WEALTH ADVISORS#1057 · 10,405 sh | 10,405 | $2.2M | — | -17.1% |
| 1058 | PDT Partners#1058 · 10,400 sh | 10,400 | $2.2M | 0.11% | -11.9% |
| 1059 | WEDBUSH SECURITIES#1059 · 10,343 sh | 10,343 | $2.2M | — | -5.6% |
| 1060 | Vann Equity Management#1060 · 10,338 sh | 10,338 | $2.2M | — | -1.7% |
| 1061 | PEAK FINANCIAL ADVISORS#1061 · 10,315 sh | 10,315 | $2.2M | 0.89% | New |
| 1062 | ALPS ADVISORS#1062 · 10,272 sh | 10,272 | $2.1M | 0.01% | New |
| 1063 | Magnus Financial Group#1063 · 10,249 sh | 10,249 | $2.1M | — | +4.2% |
| 1064 | Gallagher Capital Advisors#1064 · 10,115 sh | 10,115 | $2.1M | — | +0.5% |
| 1065 | Evelyn Partners Group Ltd#1065 · 10,063 sh | 10,063 | $2.1M | <0.01% | — |
| 1066 | Gibbs Wealth Management#1066 · 10,051 sh | 10,051 | $2.1M | — | -9.4% |
| 1067 | WASHINGTON#1067 · 10,047 sh | 10,047 | $2.1M | — | -7.0% |
| 1068 | WESTPAC BANKING#1068 · 10,021 sh | 10,021 | $2.1M | 0.13% | -11.0% |
| 1069 | W ADVISORS#1069 · 9,934 sh | 9,934 | $2.1M | 0.94% | -1.5% |
| 1070 | CLOUGH CAPITAL PARTNERS L P#1070 · 9,928 sh | 9,928 | $2.1M | 0.17% | 0.0% |
| 1071 | Lee Financial#1071 · 9,907 sh | 9,907 | $2.1M | — | -0.3% |
| 1072 | Cache Advisors#1072 · 9,897 sh | 9,897 | $2.1M | — | +194.4% |
| 1073 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#1073 · 9,750 sh | 9,750 | $2.0M | 0.24% | +2.3% |
| 1074 | Berkeley Capital Partners#1074 · 9,723 sh | 9,723 | $2.0M | 0.42% | +0.8% |
| 1075 | Matrix#1075 · 9,721 sh | 9,721 | $2.0M | — | -33.0% |
| 1076 | AAFMAA Wealth Management#1076 · 9,717 sh | 9,717 | $2.0M | — | -6.7% |
| 1077 | Inscription Capital#1077 · 9,691 sh | 9,691 | $2.0M | 0.18% | +32.5% |
| 1078 | CHEMUNG CANAL#1078 · 9,691 sh | 9,691 | $2.0M | 0.37% | -7.0% |
| 1079 | BTG Pactual Asset Management US#1079 · 9,647 sh | 9,647 | $2.0M | 0.13% | +384.3% |
| 1080 | DRW Securities#1080 · 9,642 sh | 9,642 | $2.0M | 0.05% | +67.4% |
| 1081 | BAMCO#1081 · 9,620 sh | 9,620 | $2.0M | <0.01% | +5.7% |
| 1082 | Northwest & Ethical Investments L.P.#1082 · 9,580 sh | 9,580 | $2.0M | 0.05% | +43.4% |
| 1083 | PARADIGM ASSET MANAGEMENT#1083 · 9,600 sh | 9,600 | $2.0M | 0.43% | -50.8% |
| 1084 | TOWNSQUARE CAPITAL#1084 · 9,569 sh | 9,569 | $2.0M | 0.37% | +0.3% |
| 1085 | WIREGRASS INVESTMENT MANAGEMENT#1085 · 9,526 sh | 9,526 | $2.0M | 1.36% | +2.3% |
| 1086 | IHT Wealth Management#1086 · 9,521 sh | 9,521 | $2.0M | 0.04% | +4.5% |
| 1087 | Kingsview Wealth Management#1087 · 9,400 sh | 9,400 | $2.0M | 0.02% | +11.2% |
| 1088 | Engineers Gate Manager#1088 · 9,379 sh | 9,379 | $2.0M | 0.03% | -9.8% |
| 1089 | First Citizens Financial#1089 · 9,378 sh | 9,378 | $2.0M | — | -8.6% |
| 1090 | Capital Markets Trading UK LLP#1090 · 9,361 sh | 9,361 | $2.0M | 0.02% | +69.5% |
| 1091 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1091 · 238,740 sh | 238,740 | $2.0M | 0.12% | -8.1% |
| 1092 | Fort Point Capital Partners#1092 · 9,299 sh | 9,299 | $1.9M | 0.13% | -0.8% |
| 1093 | Avalon#1093 · 9,296 sh | 9,296 | $1.9M | 0.12% | 0.0% |
| 1094 | KLCM Advisors#1094 · 9,260 sh | 9,260 | $1.9M | 0.15% | 0.0% |
| 1095 | HOWARD FINANCIAL SERVICES, LTD.#1095 · 9,256 sh | 9,256 | $1.9M | — | +113.1% |
| 1096 | Advisory Alpha#1096 · 9,219 sh | 9,219 | $1.9M | 0.05% | +11.1% |
| 1097 | Advyzon Investment Management#1097 · 9,219 sh | 9,219 | $1.9M | 0.14% | +4.6% |
| 1098 | Galaxy Digital Capital Management GP#1098 · 9,216 sh | 9,216 | $1.9M | 0.93% | -6.7% |
| 1099 | PRIVATE NA#1099 · 9,199 sh | 9,199 | $1.9M | — | +21.9% |
| 1100 | Wilmington Savings Fund Society, FSB#1100 · 9,198 sh | 9,198 | $1.9M | — | +2.4% |
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.