MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Karani Asset Management#1701 · 2,888 sh | 2,888 | $603.7K | 0.44% | New |
| 1702 | Southeast Asset Advisors#1702 · 2,886 sh | 2,886 | $603.2K | 0.06% | 0.0% |
| 1703 | Charter Capital Management, \DE#1703 · 2,860 sh | 2,860 | $597.8K | 0.26% | +4.6% |
| 1704 | HBW Advisory Services#1704 · 2,856 sh | 2,856 | $597.0K | — | +126.3% |
| 1705 | Golden State Wealth Management#1705 · 2,852 sh | 2,852 | $596.4K | 0.05% | +1.1% |
| 1706 | Jaffetilchin Investment Partners#1706 · 2,835 sh | 2,835 | $592.7K | 0.03% | +0.1% |
| 1707 | Cornerstone Advisory#1707 · 2,835 sh | 2,835 | $592.6K | 0.05% | +4.7% |
| 1708 | CM WEALTH ADVISORS#1708 · 2,833 sh | 2,833 | $592.2K | 0.11% | 0.0% |
| 1709 | PARTNERS WEALTH MANAGEMENT#1709 · 2,826 sh | 2,826 | $590.7K | 0.58% | -3.5% |
| 1710 | River Wealth Advisors#1710 · 2,822 sh | 2,822 | $589.9K | 0.06% | -0.8% |
| 1711 | LBMC INVESTMENT ADVISORS#1711 · 2,806 sh | 2,806 | $586.6K | 0.03% | 0.0% |
| 1712 | Altus Wealth Group#1712 · 2,803 sh | 2,803 | $586.0K | — | -6.0% |
| 1713 | Fairscale Capital#1713 · 2,791 sh | 2,791 | $583.4K | 0.35% | 0.0% |
| 1714 | Graves-Light Private Wealth Management#1714 · 2,790 sh | 2,790 | $583.2K | — | -0.5% |
| 1715 | SLT#1715 · 2,784 sh | 2,784 | $582.0K | — | -1.5% |
| 1716 | UNIVEST FINANCIAL#1716 · 2,783 sh | 2,783 | $581.9K | 0.03% | +13.4% |
| 1717 | City State Bank#1717 · 2,782 sh | 2,782 | $581.5K | — | 0.0% |
| 1718 | Elwood & Goetz Wealth Advisory Group#1718 · 2,781 sh | 2,781 | $581.4K | 0.09% | -0.3% |
| 1719 | Werba Rubin Papier Wealth Management#1719 · 2,781 sh | 2,781 | $581.4K | 0.07% | -2.6% |
| 1720 | Farmers & Merchants of Long Beach#1720 · 2,778 sh | 2,778 | $580.7K | — | +9.3% |
| 1721 | Ipswich Investment Management#1721 · 2,774 sh | 2,774 | $579.8K | — | 0.0% |
| 1722 | Intesa Sanpaolo S.p.A.#1722 · 2,765 sh | 2,765 | $579.5K | 0.02% | +17.1% |
| 1723 | EJMK Ventures#1723 · 2,768 sh | 2,768 | $578.7K | — | +10.8% |
| 1724 | Vantus Wealth#1724 · 2,754 sh | 2,754 | $575.7K | 0.31% | — |
| 1725 | CAMDEN NATIONAL BANK#1725 · 2,748 sh | 2,748 | $574.4K | 0.07% | -4.7% |
| 1726 | Jackson Creek Investment Advisors#1726 · 2,729 sh | 2,729 | $574.0K | 0.19% | -24.8% |
| 1727 | LEGACY SOLUTIONS#1727 · 2,743 sh | 2,743 | $573.5K | — | +1.4% |
| 1728 | CASTLE WEALTH MANAGEMENT#1728 · 2,733 sh | 2,733 | $571.4K | 0.17% | -2.1% |
| 1729 | Alphadyne Asset Management#1729 · 2,726 sh | 2,726 | $569.8K | <0.01% | -85.0% |
| 1730 | American#1730 · 2,726 sh | 2,726 | $569.8K | 0.04% | +3.2% |
| 1731 | Winthrop Advisory Group#1731 · 2,726 sh | 2,726 | $569.8K | — | +2.0% |
| 1732 | LEIGH BALDWIN#1732 · 2,720 sh | 2,720 | $568.5K | 0.31% | 0.0% |
| 1733 | Broadleaf Partners#1733 · 2,719 sh | 2,719 | $568.4K | 0.11% | 0.0% |
| 1734 | Meadow Creek Wealth Advisors#1734 · 2,717 sh | 2,717 | $568.0K | 0.35% | -1.6% |
| 1735 | Wall Street Financial Group#1735 · 2,717 sh | 2,717 | $568.0K | 0.30% | +13.5% |
| 1736 | CALTON & ASSOCIATES#1736 · 2,712 sh | 2,712 | $567.0K | 0.08% | -16.2% |
| 1737 | CoreCap Advisors#1737 · 2,701 sh | 2,701 | $564.5K | — | -91.6% |
| 1738 | Impact Capital Partners#1738 · 2,695 sh | 2,695 | $563.4K | — | +1.3% |
| 1739 | VALLEY NATIONAL ADVISERS#1739 · 2,688 sh | 2,688 | $561.9K | — | +2.2% |
| 1740 | FELL CAPITAL MANAGEMENT#1740 · 2,670 sh | 2,670 | $558.1K | — | -1.5% |
| 1741 | BRANDYWINE OAK PRIVATE WEALTH#1741 · 2,660 sh | 2,660 | $556.1K | — | +0.4% |
| 1742 | Maxele Advisors#1742 · 2,655 sh | 2,655 | $555.0K | 0.39% | — |
| 1743 | Aspen Wealth Strategies#1743 · 2,647 sh | 2,647 | $553.3K | 0.27% | 0.0% |
| 1744 | Amplius Wealth Advisors#1744 · 2,639 sh | 2,639 | $551.7K | — | +0.8% |
| 1745 | Rockingstone Advisors#1745 · 2,629 sh | 2,629 | $549.6K | — | 0.0% |
| 1746 | Cove Private Wealth#1746 · 2,626 sh | 2,626 | $548.9K | 0.11% | +0.8% |
| 1747 | Brucke Financial#1747 · 2,626 sh | 2,626 | $548.9K | — | -18.1% |
| 1748 | Keystone Financial Group#1748 · 2,626 sh | 2,626 | $548.9K | 0.03% | -24.3% |
| 1749 | Avantax Planning Partners#1749 · 2,623 sh | 2,623 | $548.3K | 0.01% | -17.6% |
| 1750 | Johnson Financial Group#1750 · 2,617 sh | 2,617 | $547.1K | 0.02% | -3.7% |
| 1751 | Focus Financial Network#1751 · 2,613 sh | 2,613 | $546.3K | — | +5.8% |
| 1752 | FLORIDA FINANCIAL ADVISORS#1752 · 2,609 sh | 2,609 | $545.6K | 0.09% | +4.2% |
| 1753 | Secure Asset Management#1753 · 2,609 sh | 2,609 | $545.4K | — | +14.4% |
| 1754 | TIAA , NATIONAL ASSOCIATION#1754 · 2,609 sh | 2,609 | $545.4K | 0.03% | -59.9% |
| 1755 | JFS WEALTH ADVISORS#1755 · 2,607 sh | 2,607 | $545.0K | 0.03% | +1.4% |
| 1756 | N.E.W. Advisory Services#1756 · 2,602 sh | 2,602 | $544.0K | 0.04% | +2.2% |
| 1757 | Weaver Capital Management#1757 · 3,298 sh | 3,298 | $542.8K | — | 0.0% |
| 1758 | VICTORY FINANCIAL GROUP#1758 · 2,595 sh | 2,595 | $542.5K | 0.06% | -1.8% |
| 1759 | BankPlus Wealth Management#1759 · 2,593 sh | 2,593 | $542.1K | — | +3.6% |
| 1760 | LGT Fund Management Ltd.#1760 · 2,590 sh | 2,590 | $541.4K | 0.02% | +59.1% |
| 1761 | Strategic Financial Concepts#1761 · 2,587 sh | 2,587 | $540.8K | 0.16% | +12.6% |
| 1762 | Purkiss Capital Advisors#1762 · 2,583 sh | 2,583 | $540.0K | 0.21% | +3.0% |
| 1763 | WD RUTHERFORD#1763 · 2,579 sh | 2,579 | $539.1K | — | +26.9% |
| 1764 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1764 · 2,576 sh | 2,576 | $538.5K | 0.06% | +1.1% |
| 1765 | PRIMORIS WEALTH ADVISORS#1765 · 2,567 sh | 2,567 | $536.6K | 0.24% | 0.0% |
| 1766 | Crewe Advisors#1766 · 2,565 sh | 2,565 | $536.2K | 0.04% | +13.6% |
| 1767 | EQUITABLE#1767 · 2,565 sh | 2,565 | $536.2K | — | -2.7% |
| 1768 | Integrated Investment Consultants#1768 · 2,563 sh | 2,563 | $535.8K | 0.11% | +0.6% |
| 1769 | Gilbert & Cook#1769 · 2,563 sh | 2,563 | $535.8K | 0.06% | +1.7% |
| 1770 | Bouchey Financial Group Ltd#1770 · 2,560 sh | 2,560 | $535.1K | 0.03% | +8.9% |
| 1771 | Deseret Mutual Benefit Administrators#1771 · 2,557 sh | 2,557 | $534.5K | 0.17% | -15.4% |
| 1772 | KHAZANAH NASIONAL BERHAD#1772 · 2,553 sh | 2,553 | $533.7K | 0.03% | +3.8% |
| 1773 | BURLING WEALTH PARTNERS#1773 · 2,551 sh | 2,551 | $533.3K | 0.08% | 0.0% |
| 1774 | New Covenant Company, N.A.#1774 · 2,543 sh | 2,543 | $531.6K | — | +3.8% |
| 1775 | CRAWFORD INVESTMENT COUNSEL#1775 · 2,535 sh | 2,535 | $529.9K | <0.01% | -13.2% |
| 1776 | MOTCO#1776 · 2,535 sh | 2,535 | $529.9K | 0.05% | +1.0% |
| 1777 | Miller Capital Partners#1777 · 2,534 sh | 2,534 | $529.7K | 0.21% | 0.0% |
| 1778 | FLYNN ZITO CAPITAL MANAGEMENT#1778 · 2,527 sh | 2,527 | $528.2K | 0.14% | 0.0% |
| 1779 | Integrity Financial#1779 · 2,525 sh | 2,525 | $527.8K | 0.25% | 0.0% |
| 1780 | Roehl & Yi Investment Advisors#1780 · 2,522 sh | 2,522 | $527.2K | 0.17% | -0.5% |
| 1781 | Navis Wealth Advisors#1781 · 2,515 sh | 2,515 | $525.7K | 0.20% | -13.8% |
| 1782 | BXM Wealth#1782 · 2,507 sh | 2,507 | $524.1K | 0.29% | +99.6% |
| 1783 | Merrion Investment Management#1783 · 2,500 sh | 2,500 | $522.6K | — | 0.0% |
| 1784 | OneAscent Financial Services#1784 · 2,496 sh | 2,496 | $521.8K | 0.03% | +2.0% |
| 1785 | Thrive Wealth Management#1785 · 2,483 sh | 2,483 | $519.1K | — | -4.0% |
| 1786 | GUARDIAN WEALTH ADVISORS, / NC#1786 · 2,478 sh | 2,478 | $517.9K | 0.03% | +2.4% |
| 1787 | Copley Financial Group#1787 · 2,477 sh | 2,477 | $517.8K | 0.31% | -31.1% |
| 1788 | DOHENY ASSET MANAGEMENT#1788 · 2,473 sh | 2,473 | $517.0K | 0.30% | 0.0% |
| 1789 | Samalin Investment Counsel#1789 · 2,470 sh | 2,470 | $516.4K | — | +8.6% |
| 1790 | Horizon Wealth Management#1790 · 2,467 sh | 2,467 | $515.6K | 0.07% | +0.1% |
| 1791 | Darden Wealth Group#1791 · 2,467 sh | 2,467 | $515.6K | 0.20% | +5.0% |
| 1792 | OneAscent Family Office#1792 · 2,467 sh | 2,467 | $515.6K | 0.26% | +10.5% |
| 1793 | BAKER TILLY WEALTH MANAGEMENT#1793 · 2,466 sh | 2,466 | $515.5K | — | -7.4% |
| 1794 | Firestone Capital Management#1794 · 2,461 sh | 2,461 | $514.4K | 0.10% | +3.7% |
| 1795 | RKL Wealth Management#1795 · 2,454 sh | 2,454 | $513.0K | — | +8.3% |
| 1796 | Ariadne Wealth Management#1796 · 2,453 sh | 2,453 | $512.8K | 0.23% | +3.9% |
| 1797 | Paragon Private Wealth Management#1797 · 2,450 sh | 2,450 | $512.4K | — | +1.7% |
| 1798 | Marest Capital#1798 · 2,450 sh | 2,450 | $512.2K | — | +0.5% |
| 1799 | Fiduciary Group#1799 · 2,450 sh | 2,450 | $512.1K | 0.04% | +0.2% |
| 1800 | BLB&B Advisors#1800 · 2,443 sh | 2,443 | $510.7K | 0.02% | +3.2% |
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.