MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | FULLER & THALER ASSET MANAGEMENT#1401 · 4,864 sh | 4,864 | $1.0M | <0.01% | 0.0% |
| 1402 | Hillsdale Investment Management#1402 · 4,850 sh | 4,850 | $1.0M | 0.02% | -85.6% |
| 1403 | Severin Investments#1403 · 4,845 sh | 4,845 | $1.0M | 0.76% | +145.1% |
| 1404 | Sovereign Financial Group#1404 · 4,843 sh | 4,843 | $1.0M | 0.15% | -1.2% |
| 1405 | VUB Generali dochodkova spravcovska spolocnost, a.s.#1405 · 4,842 sh | 4,842 | $1.0M | — | 0.0% |
| 1406 | INSIGHT 2811#1406 · 4,838 sh | 4,838 | $1.0M | 0.39% | +1.2% |
| 1407 | Red Door Wealth Management#1407 · 4,837 sh | 4,837 | $1.0M | 0.09% | +14.4% |
| 1408 | Myriad Asset Management US#1408 · 4,816 sh | 4,816 | $1.0M | 1.39% | +17.6% |
| 1409 | Global Financial Private Client#1409 · 4,807 sh | 4,807 | $1.0M | — | +2.8% |
| 1410 | Robertson Stephens Wealth Management#1410 · 4,802 sh | 4,802 | $1.0M | — | -0.4% |
| 1411 | BSW Wealth Partners#1411 · 4,798 sh | 4,798 | $1.0M | 0.11% | -27.2% |
| 1412 | SmartHarvest Portfolios#1412 · 4,793 sh | 4,793 | $1.0M | — | +25.3% |
| 1413 | Patriot Financial Group Insurance Agency#1413 · 4,795 sh | 4,795 | $1.0M | — | -51.9% |
| 1414 | Palacios Wealth Management#1414 · 4,785 sh | 4,785 | $1.0M | 0.59% | -0.2% |
| 1415 | Blake Schutter Theil Wealth Advisors#1415 · 4,782 sh | 4,782 | $999.6K | 0.68% | 0.0% |
| 1416 | Continuum Advisory#1416 · 4,781 sh | 4,781 | $999.4K | 0.08% | +6.1% |
| 1417 | Grey Fox Wealth Advisors#1417 · 4,775 sh | 4,775 | $998.2K | 0.16% | New |
| 1418 | FLAGSHIP HARBOR ADVISORS#1418 · 4,772 sh | 4,772 | $997.5K | — | -42.2% |
| 1419 | Cheviot Value Management#1419 · 4,750 sh | 4,750 | $992.9K | 0.10% | +4.4% |
| 1420 | North Star Investment Management#1420 · 4,746 sh | 4,746 | $992.1K | 0.05% | 0.0% |
| 1421 | Diversified Enterprises#1421 · 4,733 sh | 4,733 | $989.4K | — | +2.6% |
| 1422 | Goelzer Investment Management#1422 · 4,731 sh | 4,731 | $989.0K | — | -3.8% |
| 1423 | Orca Investment Management#1423 · 4,722 sh | 4,722 | $987.1K | 0.72% | 0.0% |
| 1424 | West Family Investments#1424 · 4,702 sh | 4,702 | $982.9K | 0.28% | +62.9% |
| 1425 | PINNBROOK CAPITAL MANAGEMENT#1425 · 4,700 sh | 4,700 | $982.5K | 0.10% | New |
| 1426 | DT Investment Partners#1426 · 4,672 sh | 4,672 | $976.6K | 0.07% | 0.0% |
| 1427 | GREAT LAKES ADVISORS#1427 · 4,670 sh | 4,670 | $976.1K | <0.01% | +27.2% |
| 1428 | Smithfield#1428 · 4,668 sh | 4,668 | $976.0K | 0.04% | 0.0% |
| 1429 | Alta Wealth Advisors#1429 · 4,651 sh | 4,651 | $972.2K | 0.26% | -2.7% |
| 1430 | Allen Capital Group#1430 · 4,649 sh | 4,649 | $971.8K | 0.08% | +2.3% |
| 1431 | Texas Bank#1431 · 4,649 sh | 4,649 | $971.8K | 0.32% | -1.0% |
| 1432 | MCCARTER PRIVATE WEALTH SERVICES#1432 · 4,646 sh | 4,646 | $971.2K | — | +0.8% |
| 1433 | Clear Harbor Asset Management#1433 · 4,637 sh | 4,637 | $969.3K | 0.06% | 0.0% |
| 1434 | 3Chopt Investment Partners#1434 · 4,633 sh | 4,633 | $968.5K | 0.18% | New |
| 1435 | China Universal Asset Management , Ltd.#1435 · 4,631 sh | 4,631 | $968.1K | 0.06% | +37.0% |
| 1436 | Powell Investment Advisors#1436 · 4,628 sh | 4,628 | $967.5K | — | +0.5% |
| 1437 | Annis Gardner Whiting Capital Advisors#1437 · 4,626 sh | 4,626 | $967.0K | 0.15% | +3.3% |
| 1438 | LAZARI CAPITAL MANAGEMENT#1438 · 4,619 sh | 4,619 | $965.5K | — | -0.1% |
| 1439 | Alta Advisers Ltd#1439 · 4,615 sh | 4,615 | $964.7K | 0.22% | 0.0% |
| 1440 | Pitcairn Wealth Advisors#1440 · 4,606 sh | 4,606 | $962.8K | 0.11% | -27.6% |
| 1441 | Bell & Brown Wealth Advisors#1441 · 4,603 sh | 4,603 | $962.1K | — | +0.4% |
| 1442 | Arsenal Capital Advisors#1442 · 4,599 sh | 4,599 | $961.5K | 0.57% | +0.3% |
| 1443 | Optas#1443 · 4,598 sh | 4,598 | $961.2K | 0.13% | +2.7% |
| 1444 | Arcataur Capital Management#1444 · 4,594 sh | 4,594 | $960.3K | — | 0.0% |
| 1445 | Valmark Advisers#1445 · 4,590 sh | 4,590 | $959.5K | 0.01% | +10.6% |
| 1446 | Nippon Life Global Investors Americas#1446 · 4,570 sh | 4,570 | $955.3K | 0.04% | +6.8% |
| 1447 | Confluence Wealth Services#1447 · 4,568 sh | 4,568 | $954.9K | 0.03% | +150.9% |
| 1448 | Catalyst Investment Management#1448 · 4,561 sh | 4,561 | $953.4K | — | -4.1% |
| 1449 | TRB Wealth Management#1449 · 4,559 sh | 4,559 | $953.0K | 0.13% | +5.8% |
| 1450 | SBI Okasan Asset Management Ltd.#1450 · 4,500 sh | 4,500 | $952.7K | 0.03% | 0.0% |
| 1451 | Renaissance Investment Group#1451 · 4,550 sh | 4,550 | $951.1K | 0.19% | 0.0% |
| 1452 | Harvest Fund Management , Ltd#1452 · 4,525 sh | 4,525 | $946.0K | 0.03% | 0.0% |
| 1453 | Fragasso Group#1453 · 4,523 sh | 4,523 | $945.5K | — | +73.2% |
| 1454 | CNB Bank#1454 · 4,522 sh | 4,522 | $945.3K | 0.37% | -0.2% |
| 1455 | WASHBURN CAPITAL MANAGEMENT#1455 · 4,503 sh | 4,503 | $941.4K | — | -3.7% |
| 1456 | EAGLE ROCK INVESTMENT COMPANY#1456 · 4,500 sh | 4,500 | $940.7K | — | 0.0% |
| 1457 | Signet Private Wealth#1457 · 4,488 sh | 4,488 | $938.2K | 0.75% | 0.0% |
| 1458 | WILLNER & HELLER#1458 · 4,479 sh | 4,479 | $936.2K | 0.59% | +0.5% |
| 1459 | Geneos Wealth Management#1459 · 4,458 sh | 4,458 | $932.0K | 0.02% | -0.9% |
| 1460 | Raab & Moskowitz Asset Management#1460 · 4,453 sh | 4,453 | $930.9K | 0.19% | -0.2% |
| 1461 | Themes Management#1461 · 4,451 sh | 4,451 | $930.4K | 0.62% | -26.1% |
| 1462 | Jacobi Capital Management#1462 · 4,440 sh | 4,440 | $928.2K | 0.05% | +1.4% |
| 1463 | Moors & Cabot#1463 · 4,440 sh | 4,440 | $928.1K | 0.04% | +7.0% |
| 1464 | Integrity Advisory Solutions#1464 · 4,437 sh | 4,437 | $927.7K | 0.10% | +19.7% |
| 1465 | Goldenstone Wealth Management#1465 · 4,424 sh | 4,424 | $924.9K | 0.60% | -2.4% |
| 1466 | Richwood Investment Advisors#1466 · 4,403 sh | 4,403 | $920.3K | 0.65% | +7.2% |
| 1467 | Quantitative Investment Management#1467 · 4,402 sh | 4,402 | $920.0K | 0.10% | -41.6% |
| 1468 | FIRST AMERICAN , FSB#1468 · 4,402 sh | 4,402 | $920.0K | 0.06% | +1.1% |
| 1469 | Keebeck Wealth Management#1469 · 4,389 sh | 4,389 | $917.5K | 0.09% | +80.8% |
| 1470 | Iron Gate Global Advisors#1470 · 4,387 sh | 4,387 | $917.1K | 0.09% | 0.0% |
| 1471 | Ninepoint Partners#1471 · 4,375 sh | 4,375 | $914.5K | 0.07% | 0.0% |
| 1472 | Legacy Capital Group California#1472 · 4,369 sh | 4,369 | $913.3K | 0.28% | -2.6% |
| 1473 | S Harris Financial Group#1473 · 4,356 sh | 4,356 | $910.7K | 0.71% | +0.8% |
| 1474 | EVEXIA WEALTH#1474 · 4,307 sh | 4,307 | $909.8K | 0.25% | -1.9% |
| 1475 | First Financial Bank - Division#1475 · 4,348 sh | 4,348 | $908.9K | — | +2.2% |
| 1476 | SAX WEALTH ADVISORS#1476 · 5,521 sh | 5,521 | $908.6K | — | +7.3% |
| 1477 | JUNCTURE WEALTH STRATEGIES#1477 · 4,326 sh | 4,326 | $904.3K | — | New |
| 1478 | Tuttle Capital Management#1478 · 4,317 sh | 4,317 | $902.4K | — | 0.0% |
| 1479 | Advisor OS#1479 · 4,314 sh | 4,314 | $901.7K | 0.06% | -25.9% |
| 1480 | LEUTHOLD GROUP#1480 · 4,303 sh | 4,303 | $899.5K | 0.09% | -93.9% |
| 1481 | TFR Capital#1481 · 4,303 sh | 4,303 | $899.5K | 0.25% | +1.3% |
| 1482 | FORTEM FINANCIAL GROUP#1482 · 4,288 sh | 4,288 | $896.4K | — | -2.3% |
| 1483 | First Bank#1483 · 4,274 sh | 4,274 | $893.4K | — | -6.0% |
| 1484 | Frisch Financial Group#1484 · 4,264 sh | 4,264 | $891.3K | 0.15% | +11.2% |
| 1485 | BEACON FINANCIAL GROUP#1485 · 4,250 sh | 4,250 | $888.5K | — | -18.6% |
| 1486 | WHITTIER OF NEVADA#1486 · 3,999 sh | 3,999 | $887.9K | 0.02% | -6.9% |
| 1487 | Fielder Capital Group#1487 · 4,247 sh | 4,247 | $887.7K | 0.19% | +0.4% |
| 1488 | Millennium Capital Advisors#1488 · 4,243 sh | 4,243 | $887.1K | — | 0.0% |
| 1489 | Bell Bank#1489 · 4,242 sh | 4,242 | $886.7K | — | -1.6% |
| 1490 | Apriem Advisors#1490 · 4,241 sh | 4,241 | $886.6K | 0.08% | -4.5% |
| 1491 | CONGRESS ASSET MANAGEMENT#1491 · 4,239 sh | 4,239 | $886.2K | — | -44.1% |
| 1492 | Claro Advisors#1492 · 4,235 sh | 4,235 | $885.3K | 0.09% | +2.4% |
| 1493 | Johnson Financial Group#1493 · 4,230 sh | 4,230 | $884.2K | 0.05% | +130.0% |
| 1494 | Lionsbridge Wealth Management#1494 · 4,225 sh | 4,225 | $883.2K | — | New |
| 1495 | Cypress Capital Group#1495 · 4,194 sh | 4,194 | $876.8K | 0.08% | +153.4% |
| 1496 | PEOPLES BANK#1496 · 4,189 sh | 4,189 | $875.7K | — | -5.5% |
| 1497 | Piedmont Capital Management#1497 · 4,185 sh | 4,185 | $874.8K | — | -0.5% |
| 1498 | HOLDERNESS INVESTMENTS#1498 · 4,148 sh | 4,148 | $867.0K | 0.14% | +0.5% |
| 1499 | LANGLEY WEALTH MANAGEMENT#1499 · 4,148 sh | 4,148 | $867.0K | 0.85% | — |
| 1500 | Kepler Cheuvreux (Suisse) SA#1500 · 4,147 sh | 4,147 | $866.9K | — | -25.8% |
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.