MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Modera Wealth Management#1101 · 9,181 sh | 9,181 | $1.9M | 0.02% | -0.6% |
| 1102 | Northstar Advisory Group#1102 · 9,171 sh | 9,171 | $1.9M | 0.59% | +3.4% |
| 1103 | HANCOCK WHITNEY#1103 · 9,170 sh | 9,170 | $1.9M | 0.03% | -1.2% |
| 1104 | INTEGRITY ALLIANCE#1104 · 9,152 sh | 9,152 | $1.9M | 0.06% | +7.7% |
| 1105 | Cercano Management#1105 · 9,147 sh | 9,147 | $1.9M | 0.18% | -79.1% |
| 1106 | FOSTER & MOTLEY#1106 · 9,116 sh | 9,116 | $1.9M | 0.09% | -11.3% |
| 1107 | Kesler, Norman & Wride#1107 · 9,105 sh | 9,105 | $1.9M | 0.30% | -26.9% |
| 1108 | Chung Wu Investment Group#1108 · 9,105 sh | 9,105 | $1.9M | 1.25% | +1.4% |
| 1109 | Western Wealth Management#1109 · 9,099 sh | 9,099 | $1.9M | 0.06% | -1.8% |
| 1110 | Spire Wealth Management#1110 · 9,096 sh | 9,096 | $1.9M | 0.06% | +7.6% |
| 1111 | Hartford Funds Management#1111 · 9,046 sh | 9,046 | $1.9M | 0.15% | -1.2% |
| 1112 | Strait & Sound Wealth Management#1112 · 9,035 sh | 9,035 | $1.9M | 0.66% | -2.2% |
| 1113 | Nelson, Van Denburg & Campbell Wealth Management Group#1113 · 9,031 sh | 9,031 | $1.9M | — | -1.8% |
| 1114 | Dakota Wealth Management#1114 · 8,972 sh | 8,972 | $1.9M | 0.04% | -3.4% |
| 1115 | Relyea Zuckerberg Hanson#1115 · 8,969 sh | 8,969 | $1.9M | — | -2.6% |
| 1116 | Retirement Planning of New England#1116 · 8,950 sh | 8,950 | $1.9M | — | -1.2% |
| 1117 | AFFINITY INVESTMENT ADVISORS#1117 · 8,935 sh | 8,935 | $1.9M | 0.95% | -7.9% |
| 1118 | FIRST HORIZON NATIONAL#1118 · 8,891 sh | 8,891 | $1.9M | — | +4.0% |
| 1119 | Ethos Capital Management#1119 · 8,886 sh | 8,886 | $1.9M | 1.32% | New |
| 1120 | Concentric Capital Strategies#1120 · 8,868 sh | 8,868 | $1.9M | 0.10% | -62.4% |
| 1121 | Resonant Capital Advisors#1121 · 8,847 sh | 8,847 | $1.8M | — | -1.7% |
| 1122 | BLUE JEAN FINANCIAL#1122 · 8,843 sh | 8,843 | $1.8M | — | New |
| 1123 | Legacy Bridge#1123 · 8,837 sh | 8,837 | $1.8M | 0.57% | 0.0% |
| 1124 | West Branch Capital#1124 · 8,836 sh | 8,836 | $1.8M | — | +7.8% |
| 1125 | PENNSYLVANIA CAPITAL MANAGEMENT#1125 · 8,817 sh | 8,817 | $1.8M | 0.47% | 0.0% |
| 1126 | Americana Partners#1126 · 8,802 sh | 8,802 | $1.8M | 0.04% | -69.3% |
| 1127 | Heartland Bank#1127 · 8,793 sh | 8,793 | $1.8M | 0.38% | -1.1% |
| 1128 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#1128 · 8,790 sh | 8,790 | $1.8M | 0.02% | 0.0% |
| 1129 | Proficio Capital Partners#1129 · 8,753 sh | 8,753 | $1.8M | 0.07% | +331.6% |
| 1130 | LGT Group Foundation#1130 · 8,726 sh | 8,726 | $1.8M | 0.02% | -3.1% |
| 1131 | Westover Capital Advisors#1131 · 8,710 sh | 8,710 | $1.8M | — | +8.5% |
| 1132 | Howard Capital Management#1132 · 8,674 sh | 8,674 | $1.8M | — | +86.5% |
| 1133 | NCM Capital Management#1133 · 8,661 sh | 8,661 | $1.8M | 0.56% | +0.2% |
| 1134 | CVA Family Office#1134 · 8,641 sh | 8,641 | $1.8M | 0.16% | +0.8% |
| 1135 | Procyon Advisors#1135 · 8,593 sh | 8,593 | $1.8M | — | -2.6% |
| 1136 | NEW VERNON INVESTMENT MANAGEMENT#1136 · 8,550 sh | 8,550 | $1.8M | 2.19% | 0.0% |
| 1137 | LVW Advisors#1137 · 8,532 sh | 8,532 | $1.8M | — | +11.8% |
| 1138 | Bridgewater Advisors#1138 · 8,360 sh | 8,360 | $1.8M | 0.10% | -0.1% |
| 1139 | Capital International Sarl#1139 · 8,422 sh | 8,422 | $1.8M | 0.02% | +124.2% |
| 1140 | Jump Financial#1140 · 8,400 sh | 8,400 | $1.8M | 0.01% | -92.6% |
| 1141 | Phoenix Financial Ltd.#1141 · 8,368 sh | 8,368 | $1.7M | 0.01% | -38.2% |
| 1142 | FourThought Financial Partners#1142 · 8,360 sh | 8,360 | $1.7M | 0.13% | -1.1% |
| 1143 | SILVER OAK SECURITIES#1143 · 8,348 sh | 8,348 | $1.7M | 0.11% | -3.9% |
| 1144 | Meiji Yasuda Life Insurance#1144 · 8,343 sh | 8,343 | $1.7M | 0.06% | +4.8% |
| 1145 | Triangle Securities Wealth Management#1145 · 8,294 sh | 8,294 | $1.7M | — | -1.9% |
| 1146 | Shulman DeMeo Asset Management#1146 · 8,282 sh | 8,282 | $1.7M | — | -0.2% |
| 1147 | bLong Financial#1147 · 8,259 sh | 8,259 | $1.7M | 1.12% | -1.2% |
| 1148 | Walser Wealth Management Company, A Ltd Liability#1148 · 8,250 sh | 8,250 | $1.7M | — | +11.7% |
| 1149 | Financial Management Professionals#1149 · 8,245 sh | 8,245 | $1.7M | — | +0.6% |
| 1150 | Herold Advisors#1150 · 8,232 sh | 8,232 | $1.7M | — | +0.8% |
| 1151 | ANCHYRA PARTNERS#1151 · 8,203 sh | 8,203 | $1.7M | — | +99.6% |
| 1152 | E&G Advisors#1152 · 8,194 sh | 8,194 | $1.7M | — | 0.0% |
| 1153 | CATALYST FINANCIAL PARTNERS#1153 · 8,193 sh | 8,193 | $1.7M | 0.17% | +2.8% |
| 1154 | SECURED RETIREMENT ADVISORS#1154 · 8,176 sh | 8,176 | $1.7M | 0.88% | New |
| 1155 | TRUE Private Wealth Advisors#1155 · 8,155 sh | 8,155 | $1.7M | — | +0.1% |
| 1156 | ING GROEP NV#1156 · 8,132 sh | 8,132 | $1.7M | <0.01% | -85.1% |
| 1157 | CenterBook Partners#1157 · 8,123 sh | 8,123 | $1.7M | 0.08% | +278.5% |
| 1158 | SBI Securities , Ltd.#1158 · 8,096 sh | 8,096 | $1.7M | — | -9.0% |
| 1159 | Viewpoint Capital Management#1159 · 8,094 sh | 8,094 | $1.7M | 0.86% | -31.9% |
| 1160 | Abacus Wealth Partners#1160 · 8,086 sh | 8,086 | $1.7M | 0.18% | -13.0% |
| 1161 | Arjuna Capital#1161 · 8,069 sh | 8,069 | $1.7M | 0.38% | New |
| 1162 | TigerOak Management, L.L.C.#1162 · 8,053 sh | 8,053 | $1.7M | — | +1.3% |
| 1163 | Sather Financial Group#1163 · 8,041 sh | 8,041 | $1.7M | 0.10% | 0.0% |
| 1164 | Buckley Wealth Management#1164 · 8,040 sh | 8,040 | $1.7M | 0.42% | -15.3% |
| 1165 | Polymer Capital Management (HK) LTD#1165 · 8,034 sh | 8,034 | $1.7M | 0.09% | New |
| 1166 | SAGE RHINO CAPITAL#1166 · 8,032 sh | 8,032 | $1.7M | 0.27% | -2.7% |
| 1167 | Gateway Wealth Partners#1167 · 8,023 sh | 8,023 | $1.7M | 0.10% | -22.2% |
| 1168 | Ulysses Management#1168 · 8,000 sh | 8,000 | $1.7M | 0.33% | New |
| 1169 | BEESE FULMER INVESTMENT MANAGEMENT#1169 · 7,996 sh | 7,996 | $1.7M | — | -5.6% |
| 1170 | CFS Investment Advisory Services#1170 · 7,805 sh | 7,805 | $1.7M | — | +0.8% |
| 1171 | OLD NATIONAL BANCORP#1171 · 7,970 sh | 7,970 | $1.7M | — | +6.4% |
| 1172 | Busey Wealth Management#1172 · 7,966 sh | 7,966 | $1.7M | — | -5.3% |
| 1173 | Ayrshire Capital Management#1173 · 7,926 sh | 7,926 | $1.7M | — | New |
| 1174 | WESTCO ADVISORY SERVICES#1174 · 7,920 sh | 7,920 | $1.7M | — | +8.1% |
| 1175 | HighPoint Advisor Group#1175 · 7,918 sh | 7,918 | $1.7M | 0.06% | +30.3% |
| 1176 | TANDEM CAPITAL MANAGEMENT#1176 · 7,916 sh | 7,916 | $1.7M | — | 0.0% |
| 1177 | JOHNSON INVESTMENT COUNSEL#1177 · 7,894 sh | 7,894 | $1.7M | 0.01% | +14.8% |
| 1178 | CX Institutional#1178 · 7,892 sh | 7,892 | $1.6M | — | -0.3% |
| 1179 | KPP Advisory Services#1179 · 7,872 sh | 7,872 | $1.6M | — | -1.4% |
| 1180 | CORSAIR CAPITAL MANAGEMENT, L.P.#1180 · 7,815 sh | 7,815 | $1.6M | 0.20% | 0.0% |
| 1181 | Venturi Wealth Management#1181 · 7,802 sh | 7,802 | $1.6M | 0.06% | -0.5% |
| 1182 | Numerai GP#1182 · 7,795 sh | 7,795 | $1.6M | 0.13% | -13.6% |
| 1183 | Soltis Investment Advisors#1183 · 7,790 sh | 7,790 | $1.6M | 0.09% | +4.1% |
| 1184 | RFG Advisory#1184 · 7,787 sh | 7,787 | $1.6M | 0.03% | +16.7% |
| 1185 | Aprio Wealth Management#1185 · 7,786 sh | 7,786 | $1.6M | 0.08% | +3.7% |
| 1186 | Dempze Nancy E#1186 · 7,783 sh | 7,783 | $1.6M | 0.78% | -9.3% |
| 1187 | Nicholas Wealth#1187 · 7,742 sh | 7,742 | $1.6M | — | -0.2% |
| 1188 | LAWOOD#1188 · 7,726 sh | 7,726 | $1.6M | — | -2.5% |
| 1189 | SOUTH PLAINS FINANCIAL#1189 · 7,694 sh | 7,694 | $1.6M | 0.86% | -1.1% |
| 1190 | PEOPLES FINANCIAL SERVICES#1190 · 7,691 sh | 7,691 | $1.6M | — | +0.5% |
| 1191 | Supplemental Annuity Collective of NJ#1191 · 7,689 sh | 7,689 | $1.6M | 0.41% | -6.0% |
| 1192 | ANGELES WEALTH MANAGEMENT#1192 · 7,661 sh | 7,661 | $1.6M | — | -0.1% |
| 1193 | Rehmann Capital Advisory Group#1193 · 7,648 sh | 7,648 | $1.6M | 0.07% | +23.0% |
| 1194 | IFG Advisors#1194 · 7,632 sh | 7,632 | $1.6M | — | 0.0% |
| 1195 | BANK OF STOCKTON#1195 · 7,631 sh | 7,631 | $1.6M | — | -3.1% |
| 1196 | Meiji Yasuda Asset Management Ltd.#1196 · 7,600 sh | 7,600 | $1.6M | 0.07% | -1.1% |
| 1197 | Breakwater Capital Group#1197 · 7,596 sh | 7,596 | $1.6M | — | -2.0% |
| 1198 | Icon Wealth Advisors#1198 · 7,584 sh | 7,584 | $1.6M | 0.10% | -0.7% |
| 1199 | Ranch Capital Advisors#1199 · 7,571 sh | 7,571 | $1.6M | 0.50% | +6.3% |
| 1200 | Carmel Capital Partners#1200 · 7,535 sh | 7,535 | $1.6M | 0.52% | -0.1% |
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.