MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Berger Financial Group#1301 · 5,970 sh | 5,970 | $1.2M | 0.06% | -0.2% |
| 1302 | Carnegie Investment Counsel#1302 · 5,947 sh | 5,947 | $1.2M | — | -3.1% |
| 1303 | Optimize Financial#1303 · 5,924 sh | 5,924 | $1.2M | 0.22% | +99.3% |
| 1304 | Essex Financial Services#1304 · 5,885 sh | 5,885 | $1.2M | 0.06% | -10.3% |
| 1305 | Leelyn Smith#1305 · 5,845 sh | 5,845 | $1.2M | 0.15% | +0.1% |
| 1306 | YANKCOM Partnership#1306 · 5,840 sh | 5,840 | $1.2M | — | -0.1% |
| 1307 | Alliance Private Wealth#1307 · 5,834 sh | 5,834 | $1.2M | — | -6.3% |
| 1308 | MBL Wealth#1308 · 5,829 sh | 5,829 | $1.2M | — | +8.5% |
| 1309 | LEE DANNER & BASS#1309 · 5,820 sh | 5,820 | $1.2M | 0.07% | +0.1% |
| 1310 | Baron Wealth Management#1310 · 5,817 sh | 5,817 | $1.2M | 0.32% | +1.8% |
| 1311 | Forvis Mazars Wealth Advisors#1311 · 5,811 sh | 5,811 | $1.2M | — | +5.5% |
| 1312 | Ethos Financial Group#1312 · 31,384 sh | 31,384 | $1.2M | 0.08% | +0.9% |
| 1313 | Sound View Wealth Advisors Group#1313 · 5,750 sh | 5,750 | $1.2M | 0.07% | -0.6% |
| 1314 | Evernest Financial Advisors#1314 · 5,700 sh | 5,700 | $1.2M | 0.25% | +0.1% |
| 1315 | Portfolio Design Labs#1315 · 5,683 sh | 5,683 | $1.2M | 0.19% | -4.2% |
| 1316 | Roundview Capital#1316 · 5,669 sh | 5,669 | $1.2M | 0.06% | +21.1% |
| 1317 | ROGCO#1317 · 5,668 sh | 5,668 | $1.2M | 0.36% | 0.0% |
| 1318 | Legacy Edge Advisors#1318 · 5,664 sh | 5,664 | $1.2M | 0.11% | +84.9% |
| 1319 | Transamerica Financial Advisors#1319 · 5,650 sh | 5,650 | $1.2M | 0.10% | -3.5% |
| 1320 | CLEAR WAVE WEALTH MANAGEMENT#1320 · 5,647 sh | 5,647 | $1.2M | 0.22% | +0.9% |
| 1321 | Quotient Wealth Partners#1321 · 5,628 sh | 5,628 | $1.2M | 0.03% | +5.2% |
| 1322 | One Capital Management#1322 · 7,139 sh | 7,139 | $1.2M | 0.03% | 0.0% |
| 1323 | Whalen Wealth Management#1323 · 5,620 sh | 5,620 | $1.2M | — | -14.0% |
| 1324 | Ocean Capital Management#1324 · 5,604 sh | 5,604 | $1.2M | 0.22% | +0.4% |
| 1325 | ROSENBLUM SILVERMAN SUTTON S F#1325 · 5,596 sh | 5,596 | $1.2M | 0.28% | -0.3% |
| 1326 | Sippican Capital Advisors#1326 · 5,593 sh | 5,593 | $1.2M | — | 0.0% |
| 1327 | Berkshire Bank#1327 · 5,587 sh | 5,587 | $1.2M | 0.22% | -7.1% |
| 1328 | Curbstone Financial Management#1328 · 5,576 sh | 5,576 | $1.2M | — | -1.8% |
| 1329 | Wealth Science Advisors#1329 · 5,563 sh | 5,563 | $1.2M | — | +22.4% |
| 1330 | Net Worth Advisory Group#1330 · 5,539 sh | 5,539 | $1.2M | — | -2.6% |
| 1331 | Douglass Winthrop Advisors#1331 · 5,534 sh | 5,534 | $1.2M | 0.02% | +4.3% |
| 1332 | Newbridge Financial Services Group#1332 · 5,523 sh | 5,523 | $1.2M | — | +960.1% |
| 1333 | EADS & HEALD WEALTH MANAGEMENT#1333 · 5,507 sh | 5,507 | $1.2M | 0.56% | -3.8% |
| 1334 | WEALTH EFFECTS#1334 · 5,500 sh | 5,500 | $1.1M | — | +10.0% |
| 1335 | SageView Advisory Group#1335 · 5,496 sh | 5,496 | $1.1M | 0.04% | +23.1% |
| 1336 | United Community Bank#1336 · 5,496 sh | 5,496 | $1.1M | 0.36% | +2.2% |
| 1337 | Argentarii#1337 · 5,337 sh | 5,337 | $1.1M | 0.35% | +10.0% |
| 1338 | Heritage Wealth Advisors#1338 · 5,484 sh | 5,484 | $1.1M | 0.04% | +0.1% |
| 1339 | Northern Financial Advisors#1339 · 5,473 sh | 5,473 | $1.1M | 0.76% | 0.0% |
| 1340 | Resurgent Financial Advisors#1340 · 5,465 sh | 5,465 | $1.1M | 0.32% | +2.7% |
| 1341 | Ellevest#1341 · 5,501 sh | 5,501 | $1.1M | 0.13% | -6.3% |
| 1342 | Quilter Plc#1342 · 5,450 sh | 5,450 | $1.1M | — | +3.4% |
| 1343 | GeoWealth Management#1343 · 5,442 sh | 5,442 | $1.1M | 0.04% | -3.2% |
| 1344 | Ameritas Advisory Services#1344 · 5,441 sh | 5,441 | $1.1M | 0.02% | +23.4% |
| 1345 | Fort Sheridan Advisors#1345 · 5,435 sh | 5,435 | $1.1M | 0.12% | 0.0% |
| 1346 | ADIRONDACK#1346 · 5,429 sh | 5,429 | $1.1M | — | -1.6% |
| 1347 | FOCUSED ALPHA#1347 · 5,425 sh | 5,425 | $1.1M | — | +0.7% |
| 1348 | Prestige Wealth Management Group#1348 · 5,415 sh | 5,415 | $1.1M | 0.21% | +51.8% |
| 1349 | AdvisorNet Financial#1349 · 5,413 sh | 5,413 | $1.1M | — | +2.4% |
| 1350 | DAVIS R M#1350 · 5,391 sh | 5,391 | $1.1M | 0.02% | -0.6% |
| 1351 | MCF Advisors#1351 · 5,376 sh | 5,376 | $1.1M | 0.04% | -22.0% |
| 1352 | Johnson & White Wealth Management#1352 · 5,375 sh | 5,375 | $1.1M | 0.42% | -6.0% |
| 1353 | Mechanics Bank Department#1353 · 5,366 sh | 5,366 | $1.1M | — | -1.5% |
| 1354 | Hodges Capital Management#1354 · 5,351 sh | 5,351 | $1.1M | 0.07% | -80.3% |
| 1355 | HARBOR INVESTMENT ADVISORY#1355 · 5,351 sh | 5,351 | $1.1M | — | +12.8% |
| 1356 | SFMG#1356 · 5,335 sh | 5,335 | $1.1M | 0.07% | +7.3% |
| 1357 | S-Bank Fund Management Ltd#1357 · 5,324 sh | 5,324 | $1.1M | 0.15% | New |
| 1358 | Canopy Partners#1358 · 5,323 sh | 5,323 | $1.1M | 0.33% | -0.3% |
| 1359 | Pictet & Cie (Europe) SA#1359 · 5,311 sh | 5,311 | $1.1M | — | -3.4% |
| 1360 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#1360 · 5,307 sh | 5,307 | $1.1M | 0.33% | +0.5% |
| 1361 | Cornerstone Wealth Management#1361 · 5,293 sh | 5,293 | $1.1M | 0.05% | -5.9% |
| 1362 | Pinnacle Wealth Planning Services#1362 · 5,270 sh | 5,270 | $1.1M | 0.10% | -0.2% |
| 1363 | Clifford Group#1363 · 5,257 sh | 5,257 | $1.1M | 0.76% | -6.0% |
| 1364 | Arbor Investment Advisors#1364 · 5,239 sh | 5,239 | $1.1M | — | +25.5% |
| 1365 | Coastal Bridge Advisors#1365 · 5,228 sh | 5,228 | $1.1M | 0.07% | +22.4% |
| 1366 | Krane Financial Solutions#1366 · 5,217 sh | 5,217 | $1.1M | 0.67% | +0.5% |
| 1367 | Oslo Pensjonsforsikring AS#1367 · 5,195 sh | 5,195 | $1.1M | — | -6.1% |
| 1368 | JACKSON THORNTON WEALTH MANAGEMENT#1368 · 5,192 sh | 5,192 | $1.1M | 0.09% | +41.3% |
| 1369 | LOS ANGELES CAPITAL MANAGEMENT#1369 · 5,182 sh | 5,182 | $1.1M | <0.01% | -82.2% |
| 1370 | BARLOW WEALTH PARTNERS#1370 · 4,964 sh | 4,964 | $1.1M | — | 0.0% |
| 1371 | Aster Capital Management (DIFC) Ltd#1371 · 5,169 sh | 5,169 | $1.1M | 0.23% | New |
| 1372 | SHUFRO ROSE#1372 · 5,166 sh | 5,166 | $1.1M | 0.06% | -11.9% |
| 1373 | Apella Capital#1373 · 4,863 sh | 4,863 | $1.1M | — | +4.3% |
| 1374 | Keel Point#1374 · 5,153 sh | 5,153 | $1.1M | 0.06% | -3.5% |
| 1375 | Oakmont Investment Advisors#1375 · 5,149 sh | 5,149 | $1.1M | — | 0.0% |
| 1376 | Strategic Financial Services#1376 · 5,125 sh | 5,125 | $1.1M | 0.05% | 0.0% |
| 1377 | Hudock#1377 · 5,094 sh | 5,094 | $1.1M | — | +13.3% |
| 1378 | ODDO BHF ASSET MANAGEMENT SAS#1378 · 5,094 sh | 5,094 | $1.1M | 0.05% | -14.6% |
| 1379 | Marble Wealth#1379 · 5,094 sh | 5,094 | $1.1M | 0.16% | +0.8% |
| 1380 | Pinnacle Bancorp#1380 · 5,080 sh | 5,080 | $1.1M | — | -0.3% |
| 1381 | Bank of New Hampshire#1381 · 5,046 sh | 5,046 | $1.1M | — | -1.6% |
| 1382 | FOX RUN MANAGEMENT, L.L.C.#1382 · 5,037 sh | 5,037 | $1.1M | 0.17% | +279.0% |
| 1383 | Investor's Fiduciary Advisor Network#1383 · 5,022 sh | 5,022 | $1.0M | 0.36% | +0.8% |
| 1384 | PALISADE CAPITAL MANAGEMENT#1384 · 5,012 sh | 5,012 | $1.0M | 0.05% | -0.2% |
| 1385 | BECK MACK & OLIVER#1385 · 5,000 sh | 5,000 | $1.0M | 0.02% | 0.0% |
| 1386 | De Lisle Partners LLP#1386 · 5,000 sh | 5,000 | $1.0M | 0.11% | 0.0% |
| 1387 | Trueblood Wealth Management#1387 · 4,990 sh | 4,990 | $1.0M | — | +9.4% |
| 1388 | SGL Investment Advisors#1388 · 4,817 sh | 4,817 | $1.0M | 0.36% | +4.3% |
| 1389 | CAMBIENT FAMILY OFFICE#1389 · 4,958 sh | 4,958 | $1.0M | 0.13% | +2.1% |
| 1390 | Defiance ETFs#1390 · 4,891 sh | 4,891 | $1.0M | 0.01% | +20.0% |
| 1391 | OXFORD FINANCIAL GROUP, LTD.#1391 · 4,955 sh | 4,955 | $1.0M | 0.05% | -3.0% |
| 1392 | Prairie Wealth Advisors#1392 · 0 sh | 0 | $1.0M | 0.25% | New |
| 1393 | Tradition Wealth Management#1393 · 4,948 sh | 4,948 | $1.0M | 0.06% | -6.4% |
| 1394 | Register Financial Advisors#1394 · 4,934 sh | 4,934 | $1.0M | — | 0.0% |
| 1395 | CARY STREET PARTNERS INVESTMENT ADVISORY#1395 · 4,920 sh | 4,920 | $1.0M | 0.21% | +6.5% |
| 1396 | MONECO Advisors#1396 · 4,917 sh | 4,917 | $1.0M | 0.06% | +203.1% |
| 1397 | Kovack Advisors#1397 · 4,871 sh | 4,871 | $1.0M | 0.05% | 0.0% |
| 1398 | SMART Wealth#1398 · 4,907 sh | 4,907 | $1.0M | 0.22% | New |
| 1399 | Coign Capital Advisors#1399 · 4,894 sh | 4,894 | $1.0M | 0.46% | +0.6% |
| 1400 | Arista Wealth Management#1400 · 4,880 sh | 4,880 | $1.0M | 0.11% | -38.0% |
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.