MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | AlphaGrep UK Ltd#1601 · 3,453 sh | 3,453 | $721.8K | 0.21% | -2.9% |
| 1602 | GTS SECURITIES#1602 · 3,441 sh | 3,441 | $719.3K | 0.02% | -64.4% |
| 1603 | Teza Capital Management#1603 · 3,440 sh | 3,440 | $719.1K | — | -0.1% |
| 1604 | 55 North Private Wealth#1604 · 3,432 sh | 3,432 | $717.4K | — | +18.9% |
| 1605 | DAVIDSON INVESTMENT ADVISORS#1605 · 3,427 sh | 3,427 | $716.4K | — | 0.0% |
| 1606 | Community Bank of Raymore#1606 · 3,420 sh | 3,420 | $714.9K | — | 0.0% |
| 1607 | Newman Dignan & Sheerar#1607 · 3,418 sh | 3,418 | $714.5K | — | 0.0% |
| 1608 | Naviter Wealth#1608 · 3,399 sh | 3,399 | $710.5K | 0.06% | +24.7% |
| 1609 | Farmers National Bank#1609 · 3,390 sh | 3,390 | $708.6K | 0.15% | -2.8% |
| 1610 | NWAM#1610 · 3,386 sh | 3,386 | $707.8K | 0.04% | +3.0% |
| 1611 | Fosun International Ltd#1611 · 3,377 sh | 3,377 | $705.9K | 0.16% | 0.0% |
| 1612 | AK GLOBAL ASSET MANAGEMENT#1612 · 3,375 sh | 3,375 | $705.5K | 0.60% | +0.7% |
| 1613 | Sivia Capital Partners#1613 · 3,358 sh | 3,358 | $702.0K | 0.09% | +169.1% |
| 1614 | Richmond Brothers#1614 · 3,352 sh | 3,352 | $700.6K | 0.36% | New |
| 1615 | AMERICAN NATIONAL BANK#1615 · 3,350 sh | 3,350 | $700.3K | — | -0.3% |
| 1616 | Quantum Financial Advisors#1616 · 3,347 sh | 3,347 | $699.7K | 0.07% | -0.3% |
| 1617 | PROATHLETE WEALTH MANAGEMENT#1617 · 3,343 sh | 3,343 | $699.2K | — | +0.3% |
| 1618 | Sierra Capital#1618 · 3,335 sh | 3,335 | $697.1K | 0.07% | -1.3% |
| 1619 | Borer Denton & Associates#1619 · 3,332 sh | 3,332 | $696.5K | 0.23% | New |
| 1620 | Centric Wealth Management#1620 · 3,698 sh | 3,698 | $695.3K | 0.11% | 0.0% |
| 1621 | GSA CAPITAL PARTNERS LLP#1621 · 3,323 sh | 3,323 | $695.0K | 0.04% | -30.3% |
| 1622 | IVC Wealth Advisors#1622 · 3,315 sh | 3,315 | $693.0K | — | -4.5% |
| 1623 | Freestone Capital#1623 · 3,302 sh | 3,302 | $690.4K | 0.02% | +3.9% |
| 1624 | WRIGHT INVESTORS SERVICE#1624 · 3,300 sh | 3,300 | $689.8K | 0.19% | -6.1% |
| 1625 | Baader Bank Aktiengesellschaft#1625 · 3,300 sh | 3,300 | $689.8K | 0.05% | -19.0% |
| 1626 | Wealth Preservation Advisors#1626 · 3,290 sh | 3,290 | $687.7K | 0.39% | 0.0% |
| 1627 | Tanager Wealth Management LLP#1627 · 3,288 sh | 3,288 | $687.3K | — | +6.0% |
| 1628 | Marex Group plc#1628 · 3,285 sh | 3,285 | $686.7K | <0.01% | +32.0% |
| 1629 | ONEFUND#1629 · 3,267 sh | 3,267 | $682.9K | 0.39% | -1.6% |
| 1630 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1630 · 3,255 sh | 3,255 | $680.4K | 0.19% | +3.5% |
| 1631 | Root Financial Partners#1631 · 3,250 sh | 3,250 | $679.3K | — | +20.0% |
| 1632 | SIG BROKERAGE#1632 · 3,248 sh | 3,248 | $679.0K | 0.01% | -65.2% |
| 1633 | GRANDFIELD & DODD#1633 · 3,246 sh | 3,246 | $678.7K | 0.04% | 0.0% |
| 1634 | Oxford Wealth Group#1634 · 3,246 sh | 3,246 | $678.6K | 0.30% | -1.6% |
| 1635 | ENDEAVOR PRIVATE WEALTH#1635 · 3,244 sh | 3,244 | $678.0K | 0.16% | +10.6% |
| 1636 | Bedel Financial Consulting#1636 · 3,243 sh | 3,243 | $677.8K | 0.06% | 0.0% |
| 1637 | GUERRA PAN ADVISORS#1637 · 3,239 sh | 3,239 | $677.1K | — | 0.0% |
| 1638 | FUKOKU MUTUAL LIFE INSURANCE#1638 · 3,237 sh | 3,237 | $676.7K | 0.04% | 0.0% |
| 1639 | BANK OF HAWAII#1639 · 3,235 sh | 3,235 | $676.2K | 0.03% | -6.3% |
| 1640 | Perennial Investment Advisors#1640 · 3,234 sh | 3,234 | $676.0K | 0.04% | +2.5% |
| 1641 | Tactive Advisors#1641 · 3,212 sh | 3,212 | $671.4K | — | -12.9% |
| 1642 | Essex Savings Bank#1642 · 3,211 sh | 3,211 | $671.2K | — | +1.2% |
| 1643 | Founders Financial Alliance#1643 · 3,210 sh | 3,210 | $671.0K | 0.09% | +6.2% |
| 1644 | Trivium Point Advisory#1644 · 3,189 sh | 3,189 | $666.6K | 0.06% | +40.6% |
| 1645 | Hexagon Capital Partners#1645 · 3,189 sh | 3,189 | $666.6K | 0.09% | -6.2% |
| 1646 | Lotus Technology Management#1646 · 3,186 sh | 3,186 | $666.0K | 0.82% | New |
| 1647 | Circle Wealth Management#1647 · 3,172 sh | 3,172 | $663.1K | <0.01% | +1.0% |
| 1648 | NAPLES GLOBAL ADVISORS#1648 · 3,172 sh | 3,172 | $663.0K | 0.04% | +0.5% |
| 1649 | Summit Wealth Group#1649 · 3,166 sh | 3,166 | $661.8K | 0.14% | 0.0% |
| 1650 | Argent Advisors#1650 · 3,164 sh | 3,164 | $661.4K | 0.17% | 0.0% |
| 1651 | Symmetry Partners#1651 · 3,160 sh | 3,160 | $660.4K | 0.03% | +83.4% |
| 1652 | BEARING POINT CAPITAL#1652 · 3,159 sh | 3,159 | $660.4K | 0.09% | -2.5% |
| 1653 | Crusonia Wealth Advisors#1653 · 3,156 sh | 3,156 | $659.7K | — | +43.5% |
| 1654 | Plancorp#1654 · 2,982 sh | 2,982 | $659.3K | 0.02% | +3.6% |
| 1655 | LEVIN CAPITAL STRATEGIES, L.P.#1655 · 3,151 sh | 3,151 | $658.7K | 0.04% | 0.0% |
| 1656 | ENTERPRISE FINANCIAL SERVICES#1656 · 3,147 sh | 3,147 | $657.8K | 0.27% | +14.4% |
| 1657 | PACES FERRY WEALTH ADVISORS#1657 · 3,144 sh | 3,144 | $657.2K | 0.24% | -0.5% |
| 1658 | First County Bank#1658 · 3,139 sh | 3,139 | $656.2K | — | -0.6% |
| 1659 | Delta Investment Management#1659 · 3,135 sh | 3,135 | $655.4K | 0.11% | New |
| 1660 | Omnia Family Wealth#1660 · 3,132 sh | 3,132 | $654.7K | 0.18% | +0.5% |
| 1661 | Biltmore Family Office#1661 · 3,128 sh | 3,128 | $653.9K | 0.09% | +0.6% |
| 1662 | Kingsman Wealth Management#1662 · 3,127 sh | 3,127 | $653.7K | — | -8.4% |
| 1663 | Beta Wealth Group#1663 · 3,121 sh | 3,121 | $652.4K | 0.24% | -22.4% |
| 1664 | Grant Private Wealth Management#1664 · 3,114 sh | 3,114 | $651.0K | — | +23.4% |
| 1665 | Foster Group#1665 · 3,103 sh | 3,103 | $648.7K | — | +10.3% |
| 1666 | Black Swift Group#1666 · 3,073 sh | 3,073 | $642.4K | 0.09% | +73.3% |
| 1667 | TIEMANN INVESTMENT ADVISORS#1667 · 3,069 sh | 3,069 | $641.5K | 0.23% | -9.6% |
| 1668 | One Wealth Advisors#1668 · 3,069 sh | 3,069 | $641.4K | 0.07% | +0.8% |
| 1669 | Innovative Asset Advisors Group#1669 · 3,066 sh | 3,066 | $641.0K | 0.28% | +12.8% |
| 1670 | Brookwood Investment Group#1670 · 3,063 sh | 3,063 | $640.4K | 0.07% | +97.5% |
| 1671 | Chemistry Wealth Management#1671 · 3,055 sh | 3,055 | $638.6K | — | New |
| 1672 | Key FInancial#1672 · 3,044 sh | 3,044 | $636.4K | 0.10% | -6.9% |
| 1673 | FIRST MERCHANTS#1673 · 3,040 sh | 3,040 | $635.5K | — | 0.0% |
| 1674 | McLean Asset Management#1674 · 3,019 sh | 3,019 | $635.2K | 0.08% | -1.4% |
| 1675 | DUNCKER STREETT#1675 · 3,030 sh | 3,030 | $633.4K | 0.11% | -15.3% |
| 1676 | Code Waechter#1676 · 3,021 sh | 3,021 | $631.5K | — | 0.0% |
| 1677 | SPIRIT OF AMERICA MANAGEMENT#1677 · 3,000 sh | 3,000 | $627.1K | — | 0.0% |
| 1678 | Clal Insurance Enterprises Ltd#1678 · 3,000 sh | 3,000 | $627.0K | <0.01% | New |
| 1679 | VIAWEALTH#1679 · 2,988 sh | 2,988 | $624.6K | 0.31% | -1.3% |
| 1680 | BANK OF NOVA SCOTIA#1680 · 2,969 sh | 2,969 | $620.6K | 0.05% | 0.0% |
| 1681 | Blue Fin Capital#1681 · 2,965 sh | 2,965 | $619.8K | 0.09% | 0.0% |
| 1682 | Sound Capital Solutions#1682 · 2,962 sh | 2,962 | $619.2K | 0.14% | — |
| 1683 | Lewis Asset Management#1683 · 2,960 sh | 2,960 | $618.7K | — | +28.8% |
| 1684 | Five Oceans Advisors#1684 · 2,952 sh | 2,952 | $617.1K | — | +0.2% |
| 1685 | Range Advisory#1685 · 2,952 sh | 2,952 | $617.0K | 0.07% | +56.1% |
| 1686 | O'ROURKE & COMPANY#1686 · 2,951 sh | 2,951 | $617.0K | 0.22% | +0.1% |
| 1687 | AFT, FORSYTH & COMPANY#1687 · 2,950 sh | 2,950 | $616.7K | 0.30% | +5.9% |
| 1688 | NICHOLS & PRATT ADVISERS LLP#1688 · 2,945 sh | 2,945 | $615.6K | — | -7.8% |
| 1689 | Auxano Advisors#1689 · 2,939 sh | 2,939 | $614.4K | 0.12% | 0.0% |
| 1690 | JM2 Capital#1690 · 2,934 sh | 2,934 | $613.3K | — | -0.7% |
| 1691 | SUMMIT WEALTH & RETIREMENT PLANNING#1691 · 2,930 sh | 2,930 | $612.5K | 0.13% | -12.7% |
| 1692 | Sound Income Strategies#1692 · 2,927 sh | 2,927 | $612.0K | — | +118.3% |
| 1693 | Southern Financial Group#1693 · 2,926 sh | 2,926 | $611.7K | 0.16% | -3.1% |
| 1694 | Guilbault Capital#1694 · 2,924 sh | 2,924 | $611.2K | 0.61% | -6.0% |
| 1695 | Park Place Capital#1695 · 2,918 sh | 2,918 | $610.0K | 0.10% | 0.0% |
| 1696 | Spectrum Investment Advisors#1696 · 2,910 sh | 2,910 | $608.3K | 0.25% | New |
| 1697 | Wharton Business Group#1697 · 2,909 sh | 2,909 | $608.1K | 0.02% | -1.5% |
| 1698 | American State Bank (Iowa)#1698 · 2,908 sh | 2,908 | $607.9K | 0.25% | -0.5% |
| 1699 | Legacy Advisors#1699 · 2,903 sh | 2,903 | $606.7K | — | +9.3% |
| 1700 | QTR Family Wealth#1700 · 2,901 sh | 2,901 | $606.4K | 0.21% | +13.7% |
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.