MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Alliance Wealth Advisors#1501 · 4,133 sh | 4,133 | $864.0K | — | 0.0% |
| 1502 | Riverbend Wealth Management#1502 · 4,131 sh | 4,131 | $863.6K | — | +2.8% |
| 1503 | Pallas Capital Advisors#1503 · 4,130 sh | 4,130 | $863.3K | 0.03% | +7.9% |
| 1504 | WEBSTER BANK, N. A.#1504 · 4,114 sh | 4,114 | $860.0K | 0.07% | +11.3% |
| 1505 | PARK NATIONAL#1505 · 4,113 sh | 4,113 | $859.8K | — | -0.9% |
| 1506 | STRATEGY ASSET MANAGERS#1506 · 4,096 sh | 4,096 | $856.2K | — | +0.1% |
| 1507 | Bryn Mawr Advisors#1507 · 4,095 sh | 4,095 | $856.0K | 0.04% | +5.4% |
| 1508 | KKM Financial#1508 · 4,094 sh | 4,094 | $855.8K | 0.12% | 0.0% |
| 1509 | X-Square Capital#1509 · 4,090 sh | 4,090 | $855.0K | 0.22% | +0.2% |
| 1510 | SALZHAUER MICHAEL#1510 · 4,081 sh | 4,081 | $853.1K | 0.29% | -1.2% |
| 1511 | Sepio Capital#1511 · 4,074 sh | 4,074 | $851.6K | — | -45.6% |
| 1512 | Rosenberg Matthew Hamilton#1512 · 4,067 sh | 4,067 | $850.2K | — | +3.9% |
| 1513 | TritonPoint Partners#1513 · 4,066 sh | 4,066 | $850.0K | 0.07% | New |
| 1514 | First Dallas Securities#1514 · 4,062 sh | 4,062 | $849.1K | 0.28% | -19.8% |
| 1515 | WATERS PARKERSON#1515 · 4,050 sh | 4,050 | $846.6K | 0.04% | 0.0% |
| 1516 | ST GERMAIN D J#1516 · 4,046 sh | 4,046 | $845.8K | 0.03% | +5.8% |
| 1517 | ORLEANS CAPITAL MANAGEMENT#1517 · 4,044 sh | 4,044 | $845.4K | 0.44% | New |
| 1518 | Cardinal Point Capital Management, ULC#1518 · 4,043 sh | 4,043 | $845.1K | — | +46.2% |
| 1519 | Obermeyer Wealth Partners#1519 · 4,040 sh | 4,040 | $844.5K | — | +6.4% |
| 1520 | Cromwell#1520 · 4,034 sh | 4,034 | $843.3K | 0.38% | 0.0% |
| 1521 | Private Advisory Group#1521 · 4,026 sh | 4,026 | $841.6K | 0.05% | +42.2% |
| 1522 | Alpha Family#1522 · 4,025 sh | 4,025 | $841.4K | 0.34% | 0.0% |
| 1523 | Bay Capital Advisors#1523 · 4,023 sh | 4,023 | $840.9K | — | 0.0% |
| 1524 | May Hill Capital#1524 · 4,016 sh | 4,016 | $839.6K | 0.18% | +3.5% |
| 1525 | Balboa Wealth Partners#1525 · 4,012 sh | 4,012 | $838.7K | — | +19.6% |
| 1526 | Regal Investment Advisors#1526 · 4,008 sh | 4,008 | $837.9K | 0.04% | -55.2% |
| 1527 | Pine Valley Investments Ltd Liability#1527 · 4,005 sh | 4,005 | $837.2K | 0.03% | +12.7% |
| 1528 | Birnam Oak Advisors#1528 · 4,000 sh | 4,000 | $836.2K | 0.14% | 0.0% |
| 1529 | Golden Reserve Retirement#1529 · 3,982 sh | 3,982 | $832.5K | 0.13% | +57.4% |
| 1530 | Retirement Planning Group#1530 · 3,968 sh | 3,968 | $829.4K | — | +2.7% |
| 1531 | WOODMONT INVESTMENT COUNSEL#1531 · 3,967 sh | 3,967 | $829.3K | 0.05% | +0.3% |
| 1532 | FIRST INTERSTATE BANK#1532 · 3,953 sh | 3,953 | $826.3K | — | 0.0% |
| 1533 | Alvarez & Marsal Private Wealth Partners#1533 · 3,942 sh | 3,942 | $824.0K | 0.11% | -32.0% |
| 1534 | Basecamp Wealth Advisors#1534 · 3,928 sh | 3,928 | $821.1K | 0.15% | 0.0% |
| 1535 | Abel Hall#1535 · 3,926 sh | 3,926 | $820.6K | — | +11.0% |
| 1536 | WBI INVESTMENTS#1536 · 3,905 sh | 3,905 | $816.2K | 0.20% | New |
| 1537 | Willow Creek Capital Management#1537 · 3,901 sh | 3,901 | $815.5K | — | — |
| 1538 | ASPIRIANT#1538 · 3,900 sh | 3,900 | $815.4K | — | +11.5% |
| 1539 | COHEN & STEERS#1539 · 3,900 sh | 3,900 | $815.0K | <0.01% | 0.0% |
| 1540 | Shepherd Financial Partners#1540 · 3,891 sh | 3,891 | $813.4K | 0.07% | -3.9% |
| 1541 | Markowski Investments#1541 · 3,888 sh | 3,888 | $812.7K | 0.18% | — |
| 1542 | Strategic Advisors#1542 · 3,887 sh | 3,887 | $812.6K | — | -78.3% |
| 1543 | Gibraltar Capital Management#1543 · 3,884 sh | 3,884 | $811.9K | 0.12% | 0.0% |
| 1544 | Catherine Avery Investment Management#1544 · 3,880 sh | 3,880 | $811.1K | — | 0.0% |
| 1545 | WRAPMANAGER#1545 · 3,876 sh | 3,876 | $810.2K | 0.25% | -1.4% |
| 1546 | Crews Bank#1546 · 3,866 sh | 3,866 | $808.1K | 0.11% | +0.3% |
| 1547 | Lebenthal Global Advisors#1547 · 3,861 sh | 3,861 | $807.1K | 0.11% | -38.3% |
| 1548 | DF DENT#1548 · 3,854 sh | 3,854 | $805.6K | 0.02% | 0.0% |
| 1549 | New Hampshire#1549 · 3,848 sh | 3,848 | $804.4K | — | -0.3% |
| 1550 | Intrua Financial#1550 · 3,847 sh | 3,847 | $804.2K | 0.07% | -34.8% |
| 1551 | Bullock Wealth Management Group#1551 · 3,788 sh | 3,788 | $802.5K | — | -3.8% |
| 1552 | Segment Wealth Management#1552 · 3,825 sh | 3,825 | $799.6K | — | -2.0% |
| 1553 | Kennebec Savings Bank#1553 · 3,825 sh | 3,825 | $799.6K | — | -1.6% |
| 1554 | Gallagher Fiduciary Advisors#1554 · 3,825 sh | 3,825 | $799.6K | 0.03% | -1.6% |
| 1555 | INSPIRION WEALTH ADVISORS#1555 · 3,755 sh | 3,755 | $795.5K | — | +0.5% |
| 1556 | Broyhill Asset Management#1556 · 3,805 sh | 3,805 | $795.4K | 0.71% | 0.0% |
| 1557 | Cetera Company, N.A#1557 · 3,804 sh | 3,804 | $795.2K | 0.40% | 0.0% |
| 1558 | WIMMER ASSOCIATES 1#1558 · 3,801 sh | 3,801 | $794.6K | 0.36% | 0.0% |
| 1559 | Payne Capital Management#1559 · 3,797 sh | 3,797 | $793.7K | 0.21% | +5.2% |
| 1560 | Private Wealth Asset Management#1560 · 3,777 sh | 3,777 | $789.5K | 0.08% | +95.3% |
| 1561 | SILVIA MCCOLL WEALTH MANAGEMENT#1561 · 3,777 sh | 3,777 | $789.5K | — | 0.0% |
| 1562 | MARINO, STRAM & ASSOCIATES#1562 · 3,764 sh | 3,764 | $786.7K | — | -0.1% |
| 1563 | Ponta Wealth Partners#1563 · 3,754 sh | 3,754 | $784.7K | 0.42% | +44.3% |
| 1564 | Leonteq Securities AG#1564 · 3,753 sh | 3,753 | $784.5K | 0.03% | -62.2% |
| 1565 | Vanguard National#1565 · 3,749 sh | 3,749 | $783.7K | 0.04% | -16.4% |
| 1566 | CONTRAVISORY INVESTMENT MANAGEMENT#1566 · 3,745 sh | 3,745 | $782.9K | — | +5.0% |
| 1567 | Hobbs Group Advisors#1567 · 3,706 sh | 3,706 | $774.7K | 0.20% | -0.9% |
| 1568 | UNITED BANK#1568 · 3,703 sh | 3,703 | $774.1K | 0.09% | -0.9% |
| 1569 | Topsail Wealth Management#1569 · 3,700 sh | 3,700 | $773.4K | 0.10% | +0.4% |
| 1570 | SeaCrest Wealth Management#1570 · 3,700 sh | 3,700 | $773.4K | — | -9.5% |
| 1571 | Summit Global Investments#1571 · 3,696 sh | 3,696 | $773.0K | 0.04% | -22.9% |
| 1572 | EVERPAR ADVISORS#1572 · 3,691 sh | 3,691 | $771.6K | 0.22% | +14.8% |
| 1573 | Cypress Wealth Services#1573 · 3,687 sh | 3,687 | $770.8K | — | -0.6% |
| 1574 | Missouri & Investment#1574 · 3,659 sh | 3,659 | $769.9K | 0.21% | +2.8% |
| 1575 | NORTHBRIDGE FINANCIAL GROUP#1575 · 3,681 sh | 3,681 | $769.5K | 0.29% | +8.0% |
| 1576 | Castleview Partners#1576 · 3,675 sh | 3,675 | $768.4K | — | +9.6% |
| 1577 | Blue Water Asset Management#1577 · 3,669 sh | 3,669 | $767.0K | 0.25% | +0.7% |
| 1578 | BNP PARIBAS#1578 · 3,659 sh | 3,659 | $764.9K | 0.02% | -79.8% |
| 1579 | Evergreen Wealth Solutions#1579 · 3,494 sh | 3,494 | $762.9K | 0.04% | +38.4% |
| 1580 | Waldron Private Wealth#1580 · 3,644 sh | 3,644 | $761.7K | 0.03% | -0.5% |
| 1581 | Spectrum Strategic Capital Management#1581 · 3,643 sh | 3,643 | $761.5K | — | +9.5% |
| 1582 | SVB WEALTH#1582 · 3,631 sh | 3,631 | $759.1K | 0.05% | -8.9% |
| 1583 | WADDELL & ASSOCIATES#1583 · 3,628 sh | 3,628 | $758.4K | 0.04% | +7.8% |
| 1584 | J.M. Arbour#1584 · 3,627 sh | 3,627 | $758.1K | 0.65% | +19.8% |
| 1585 | Ledyard National Bank#1585 · 3,613 sh | 3,613 | $755.3K | — | +1.4% |
| 1586 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1586 · 3,601 sh | 3,601 | $753.0K | — | -6.0% |
| 1587 | Congress Park Capital#1587 · 3,595 sh | 3,595 | $751.5K | — | -5.7% |
| 1588 | MJP ASSOCIATES#1588 · 3,590 sh | 3,590 | $750.4K | 0.08% | -8.8% |
| 1589 | Income Insurance Ltd#1589 · 3,589 sh | 3,589 | $750.2K | — | 0.0% |
| 1590 | LEUCADIA NATIONAL#1590 · 3,588 sh | 3,588 | $750.0K | <0.01% | -76.5% |
| 1591 | COMPASS FINANCIAL MANAGEMENT#1591 · 3,504 sh | 3,504 | $749.7K | 0.09% | — |
| 1592 | TRITONPOINT WEALTH#1592 · 3,570 sh | 3,570 | $746.3K | — | -0.9% |
| 1593 | Banque Transatlantique SA#1593 · 3,797 sh | 3,797 | $742.8K | 0.02% | +33.7% |
| 1594 | OPINICUS CAPITAL#1594 · 3,530 sh | 3,530 | $738.0K | 0.40% | -5.2% |
| 1595 | MEANS INVESTMENT#1595 · 3,520 sh | 3,520 | $735.9K | 0.06% | +0.5% |
| 1596 | Allegheny Financial Group LTD#1596 · 3,520 sh | 3,520 | $735.8K | 0.08% | +2.5% |
| 1597 | Teucrium Investment Advisors#1597 · 3,512 sh | 3,512 | $734.1K | 0.65% | New |
| 1598 | HAZLETT, BURT & WATSON#1598 · 3,464 sh | 3,464 | $725.0K | 0.19% | -0.8% |
| 1599 | CHASE INVESTMENT COUNSEL#1599 · 3,457 sh | 3,457 | $722.0K | 0.15% | +10.8% |
| 1600 | Kera Capital Partners#1600 · 3,453 sh | 3,453 | $721.8K | 0.07% | +15.7% |
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.