MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Sompo Asset Management , Ltd.#1201 · 7,510 sh | 7,510 | $1.6M | 0.26% | -1.6% |
| 1202 | Operose Advisors#1202 · 7,506 sh | 7,506 | $1.6M | 0.30% | -5.0% |
| 1203 | Hills Bank#1203 · 7,495 sh | 7,495 | $1.6M | 0.07% | +1.3% |
| 1204 | Summit Wealth Partners#1204 · 7,495 sh | 7,495 | $1.6M | 0.22% | +1.1% |
| 1205 | Clarendon Private#1205 · 7,475 sh | 7,475 | $1.6M | 1.00% | +2.9% |
| 1206 | Forum Financial Management#1206 · 7,469 sh | 7,469 | $1.6M | — | -42.4% |
| 1207 | Zhang Financial#1207 · 7,462 sh | 7,462 | $1.6M | 0.05% | +6.0% |
| 1208 | Genesee Capital Advisors#1208 · 7,460 sh | 7,460 | $1.6M | — | +13.8% |
| 1209 | Saiph Capital#1209 · 7,435 sh | 7,435 | $1.6M | 0.47% | +61.1% |
| 1210 | WESPAC Advisors SoCal#1210 · 7,428 sh | 7,428 | $1.6M | — | +4.7% |
| 1211 | Grove Bank#1211 · 7,416 sh | 7,416 | $1.6M | — | 0.0% |
| 1212 | Davidson Capital Management#1212 · 7,410 sh | 7,410 | $1.5M | — | +2.1% |
| 1213 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#1213 · 7,392 sh | 7,392 | $1.5M | — | +0.3% |
| 1214 | Orion Capital Management#1214 · 7,350 sh | 7,350 | $1.5M | 0.47% | -4.0% |
| 1215 | Financial Engines Advisors L.L.C.#1215 · 7,326 sh | 7,326 | $1.5M | <0.01% | -2.0% |
| 1216 | Stratos Wealth Advisors#1216 · 7,310 sh | 7,310 | $1.5M | 0.08% | -6.9% |
| 1217 | Destination Wealth Management#1217 · 7,291 sh | 7,291 | $1.5M | 0.04% | +11.1% |
| 1218 | MINDSET WEALTH MANAGEMENT#1218 · 7,283 sh | 7,283 | $1.5M | — | +9.2% |
| 1219 | Accurate Wealth Management#1219 · 6,808 sh | 6,808 | $1.5M | — | +9.8% |
| 1220 | Asset Dedication#1220 · 7,200 sh | 7,200 | $1.5M | 0.09% | -1.4% |
| 1221 | HARBOUR INVESTMENTS#1221 · 7,199 sh | 7,199 | $1.5M | 0.02% | +6.8% |
| 1222 | Bull Street Advisors#1222 · 7,170 sh | 7,170 | $1.5M | — | -0.2% |
| 1223 | HARRELL INVESTMENT PARTNERS#1223 · 7,163 sh | 7,163 | $1.5M | — | +3.5% |
| 1224 | PERSONAL CFO SOLUTIONS#1224 · 7,157 sh | 7,157 | $1.5M | 0.22% | +3.1% |
| 1225 | Baker Avenue Asset Management#1225 · 7,154 sh | 7,154 | $1.5M | 0.03% | +6.6% |
| 1226 | CIDEL ASSET MANAGEMENT#1226 · 7,124 sh | 7,124 | $1.5M | 0.07% | -2.3% |
| 1227 | Grandview Asset Management#1227 · 6,959 sh | 6,959 | $1.5M | — | +8.4% |
| 1228 | Paladin Wealth#1228 · 7,079 sh | 7,079 | $1.5M | — | -2.9% |
| 1229 | NBH Bank#1229 · 7,077 sh | 7,077 | $1.5M | 0.62% | — |
| 1230 | Cooper Financial Group#1230 · 7,055 sh | 7,055 | $1.5M | — | +6.7% |
| 1231 | ATTICUS WEALTH MANAGEMENT#1231 · 7,031 sh | 7,031 | $1.5M | — | +16.5% |
| 1232 | WELCH & FORBES#1232 · 7,026 sh | 7,026 | $1.5M | 0.02% | +24.2% |
| 1233 | Evansbrook#1233 · 7,016 sh | 7,016 | $1.5M | — | 0.0% |
| 1234 | Perfromance Wealth Partners#1234 · 6,998 sh | 6,998 | $1.5M | 0.04% | +98.0% |
| 1235 | Owen LaRue#1235 · 6,964 sh | 6,964 | $1.5M | 0.51% | New |
| 1236 | CIM INVESTMENT MANAGEMENT#1236 · 6,963 sh | 6,963 | $1.5M | 0.35% | -8.7% |
| 1237 | DELPHI MANAGEMENT#1237 · 6,942 sh | 6,942 | $1.5M | 1.42% | +0.1% |
| 1238 | PDS Planning#1238 · 6,927 sh | 6,927 | $1.4M | 0.08% | +4.4% |
| 1239 | Prosperity Consulting Group#1239 · 6,904 sh | 6,904 | $1.4M | 0.05% | +11.9% |
| 1240 | Visionary Wealth Advisors#1240 · 6,887 sh | 6,887 | $1.4M | 0.06% | +1.8% |
| 1241 | Investors Research#1241 · 6,883 sh | 6,883 | $1.4M | — | -0.3% |
| 1242 | Moran Wealth Management#1242 · 51,826 sh | 51,826 | $1.4M | — | New |
| 1243 | BURKE & HERBERT BANK#1243 · 6,855 sh | 6,855 | $1.4M | 0.36% | 0.0% |
| 1244 | L2 Asset Management#1244 · 6,845 sh | 6,845 | $1.4M | 0.15% | +6.2% |
| 1245 | Point#1245 · 6,819 sh | 6,819 | $1.4M | 0.12% | +2.2% |
| 1246 | Empower Advisory Group#1246 · 6,815 sh | 6,815 | $1.4M | <0.01% | +6.3% |
| 1247 | Diligent Investors#1247 · 6,806 sh | 6,806 | $1.4M | — | -51.3% |
| 1248 | Facet Wealth#1248 · 6,794 sh | 6,794 | $1.4M | 0.02% | +34.0% |
| 1249 | Autumn Glory Partners#1249 · 6,761 sh | 6,761 | $1.4M | — | +0.1% |
| 1250 | Canton Hathaway#1250 · 6,725 sh | 6,725 | $1.4M | — | 0.0% |
| 1251 | MERIDIAN INVESTMENT COUNSEL#1251 · 6,710 sh | 6,710 | $1.4M | — | 0.0% |
| 1252 | LS Investment Advisors#1252 · 6,700 sh | 6,700 | $1.4M | — | +2.8% |
| 1253 | Verity & Verity#1253 · 6,698 sh | 6,698 | $1.4M | — | -11.4% |
| 1254 | ARS Investment Partners#1254 · 6,679 sh | 6,679 | $1.4M | 0.06% | -96.4% |
| 1255 | FIDUCIARY FAMILY OFFICE#1255 · 6,667 sh | 6,667 | $1.4M | 0.35% | +27.4% |
| 1256 | HBK Sorce Advisory#1256 · 6,384 sh | 6,384 | $1.4M | 0.03% | -1.0% |
| 1257 | Indivisible Partners#1257 · 6,642 sh | 6,642 | $1.4M | — | +46.5% |
| 1258 | Empire Financial Management Company#1258 · 6,628 sh | 6,628 | $1.4M | 0.55% | -0.5% |
| 1259 | Harbor Advisors#1259 · 6,608 sh | 6,608 | $1.4M | 0.17% | 0.0% |
| 1260 | Signal Advisors Wealth#1260 · 6,602 sh | 6,602 | $1.4M | — | -3.9% |
| 1261 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1261 · 6,581 sh | 6,581 | $1.4M | 0.08% | -6.9% |
| 1262 | Machina Capital S.A.S.#1262 · 6,577 sh | 6,577 | $1.4M | 0.22% | +12.6% |
| 1263 | Ausdal Financial Partners#1263 · 6,556 sh | 6,556 | $1.4M | 0.05% | +0.4% |
| 1264 | INDEPENDENT INVESTORS#1264 · 6,533 sh | 6,533 | $1.4M | 0.26% | -3.7% |
| 1265 | LONGFELLOW INVESTMENT MANAGEMENT#1265 · 6,532 sh | 6,532 | $1.4M | 0.28% | -17.2% |
| 1266 | FIRST FOUNDATION ADVISORS#1266 · 6,509 sh | 6,509 | $1.4M | 0.05% | +8.6% |
| 1267 | Pure Financial Advisors#1267 · 6,502 sh | 6,502 | $1.4M | 0.02% | +29.8% |
| 1268 | ROBOTTI ROBERT#1268 · 6,500 sh | 6,500 | $1.4M | 0.22% | 0.0% |
| 1269 | FOSTER DYKEMA CABOT & PARTNERS#1269 · 6,473 sh | 6,473 | $1.4M | 0.08% | 0.0% |
| 1270 | Main Street Financial Solutions#1270 · 6,471 sh | 6,471 | $1.4M | 0.09% | +33.1% |
| 1271 | Nicholas Hoffman & Company#1271 · 6,461 sh | 6,461 | $1.4M | 0.03% | +9.9% |
| 1272 | Legacy Financial Advisors#1272 · 6,449 sh | 6,449 | $1.3M | 0.16% | +11.4% |
| 1273 | JMAC ENTERPRISES#1273 · 6,400 sh | 6,400 | $1.3M | 0.23% | 0.0% |
| 1274 | Csenge Advisory Group#1274 · 6,384 sh | 6,384 | $1.3M | 0.05% | -3.2% |
| 1275 | CHILDRESS CAPITAL ADVISORS#1275 · 6,381 sh | 6,381 | $1.3M | 0.22% | -2.3% |
| 1276 | Hamilton Capital#1276 · 6,332 sh | 6,332 | $1.3M | — | -1.0% |
| 1277 | RiverFront Investment Group#1277 · 6,330 sh | 6,330 | $1.3M | 0.02% | -21.4% |
| 1278 | FORTRESS PRIVATE LEDGER#1278 · 6,324 sh | 6,324 | $1.3M | 0.36% | +11.5% |
| 1279 | RMR Wealth Builders#1279 · 6,308 sh | 6,308 | $1.3M | — | -3.5% |
| 1280 | Simplicity Wealth#1280 · 6,263 sh | 6,263 | $1.3M | — | +15.0% |
| 1281 | Chicago Wealth Management#1281 · 6,243 sh | 6,243 | $1.3M | 0.46% | 0.0% |
| 1282 | Mechanics Financial#1282 · 6,221 sh | 6,221 | $1.3M | 0.47% | +0.5% |
| 1283 | Charles Schwab#1283 · 6,211 sh | 6,211 | $1.3M | — | +5.2% |
| 1284 | Churchill Financial Advisors#1284 · 6,205 sh | 6,205 | $1.3M | — | -7.5% |
| 1285 | SOMERVILLE KURT F#1285 · 6,200 sh | 6,200 | $1.3M | 0.31% | 0.0% |
| 1286 | Souders Financial Advisors#1286 · 6,196 sh | 6,196 | $1.3M | 0.13% | +8.1% |
| 1287 | Fortitude Advisory Group L.L.C.#1287 · 6,194 sh | 6,194 | $1.3M | — | 0.0% |
| 1288 | PCM Encore#1288 · 6,183 sh | 6,183 | $1.3M | 0.23% | -1.5% |
| 1289 | Vigil Wealth Management#1289 · 6,170 sh | 6,170 | $1.3M | 0.92% | 0.0% |
| 1290 | Everest Financial Group#1290 · 6,166 sh | 6,166 | $1.3M | 0.17% | -1.0% |
| 1291 | Versant Capital Management#1291 · 6,154 sh | 6,154 | $1.3M | — | -7.9% |
| 1292 | LM Advisors#1292 · 6,120 sh | 6,120 | $1.3M | 0.15% | +507.7% |
| 1293 | Strategic Blueprint#1293 · 6,091 sh | 6,091 | $1.3M | — | +6.0% |
| 1294 | Klingman & Associates#1294 · 6,070 sh | 6,070 | $1.3M | — | -10.5% |
| 1295 | Beverly Hills Private Wealth#1295 · 6,060 sh | 6,060 | $1.3M | 0.24% | -9.3% |
| 1296 | Guardian Partners#1296 · 6,059 sh | 6,059 | $1.3M | — | -2.4% |
| 1297 | Union Bankshares#1297 · 6,043 sh | 6,043 | $1.3M | 0.02% | -8.4% |
| 1298 | SlateStone Wealth#1298 · 6,026 sh | 6,026 | $1.3M | 0.10% | -1.6% |
| 1299 | Cornerstone Wealth Group#1299 · 6,001 sh | 6,001 | $1.3M | 0.07% | +10.3% |
| 1300 | Goldstone Financial Group#1300 · 5,990 sh | 5,990 | $1.3M | 0.11% | -6.5% |
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.