MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Ellsworth Advisors#1801 · 2,227 sh | 2,227 | $509.0K | — | -11.6% |
| 1802 | 1900 WEALTH MANAGEMENT#1802 · 2,427 sh | 2,427 | $507.3K | — | New |
| 1803 | STEINBERGANNA WEALTH MANAGEMENT#1803 · 2,427 sh | 2,427 | $507.3K | — | 0.0% |
| 1804 | Greenspring Advisors#1804 · 2,427 sh | 2,427 | $507.3K | 0.03% | +0.7% |
| 1805 | McAdam#1805 · 2,419 sh | 2,419 | $505.7K | — | +4.8% |
| 1806 | PROSPERITY BANCSHARES#1806 · 2,417 sh | 2,417 | $505.3K | 0.33% | +13.3% |
| 1807 | Tripletail Wealth Management#1807 · 2,357 sh | 2,357 | $504.2K | 0.58% | 0.0% |
| 1808 | Financial Security Advisor#1808 · 2,411 sh | 2,411 | $504.0K | 0.08% | +0.5% |
| 1809 | Havemeyer Place#1809 · 2,406 sh | 2,406 | $502.9K | 0.05% | +18.1% |
| 1810 | Connecticut Wealth Management#1810 · 2,403 sh | 2,403 | $502.3K | — | -36.4% |
| 1811 | Glen Eagle Advisors#1811 · 2,379 sh | 2,379 | $497.4K | 0.06% | -5.2% |
| 1812 | TORRAY#1812 · 2,377 sh | 2,377 | $496.9K | 0.07% | -92.3% |
| 1813 | CPA Asset Management#1813 · 2,371 sh | 2,371 | $495.6K | — | 0.0% |
| 1814 | Manhattan West Asset Management#1814 · 2,367 sh | 2,367 | $495.0K | 0.08% | -4.1% |
| 1815 | USA FINANCIAL FORMULAS#1815 · 2,367 sh | 2,367 | $494.8K | 0.09% | — |
| 1816 | XY Planning Network#1816 · 2,357 sh | 2,357 | $492.7K | — | +14.4% |
| 1817 | Bragg Financial Advisors#1817 · 2,352 sh | 2,352 | $491.7K | 0.01% | -2.7% |
| 1818 | Excelsior Advisor Network#1818 · 2,350 sh | 2,350 | $491.3K | 0.06% | New |
| 1819 | Sovereign Investment Advisors#1819 · 2,350 sh | 2,350 | $491.2K | 0.09% | New |
| 1820 | Jacobsen Capital Management#1820 · 2,342 sh | 2,342 | $489.6K | — | -1.3% |
| 1821 | A4 Wealth Advisors#1821 · 2,340 sh | 2,340 | $489.2K | — | -10.0% |
| 1822 | Latitude Advisors#1822 · 2,334 sh | 2,334 | $487.9K | — | New |
| 1823 | Hurlow Wealth Management Group#1823 · 2,333 sh | 2,333 | $487.7K | 0.10% | +0.2% |
| 1824 | HALL CAPITAL MANAGEMENT#1824 · 2,326 sh | 2,326 | $486.2K | 0.15% | 0.0% |
| 1825 | Anchor Investment Management#1825 · 2,326 sh | 2,326 | $486.1K | 0.04% | -51.3% |
| 1826 | Accredited Investors#1826 · 2,325 sh | 2,325 | $486.0K | 0.02% | -23.9% |
| 1827 | Global Strategic Investment Solutions#1827 · 2,322 sh | 2,322 | $485.4K | — | +1.2% |
| 1828 | Welch Group#1828 · 2,321 sh | 2,321 | $485.2K | 0.02% | 0.0% |
| 1829 | ASSOCIATED BANC#1829 · 2,320 sh | 2,320 | $485.0K | 0.01% | -4.7% |
| 1830 | Matthew Goff Investment Advisor#1830 · 2,316 sh | 2,316 | $484.1K | — | 0.0% |
| 1831 | Kaizen Financial Strategies#1831 · 2,278 sh | 2,278 | $482.7K | — | -0.4% |
| 1832 | JENNISON ASSOCIATES#1832 · 2,305 sh | 2,305 | $481.8K | <0.01% | New |
| 1833 | Alteri Wealth#1833 · 2,299 sh | 2,299 | $480.6K | 0.13% | -1.0% |
| 1834 | BAM Wealth Management#1834 · 2,298 sh | 2,298 | $480.4K | — | +28.2% |
| 1835 | Wealth Dimensions Group, Ltd.#1835 · 2,297 sh | 2,297 | $480.1K | 0.09% | +2.0% |
| 1836 | Spartan Planning & Wealth Management#1836 · 2,296 sh | 2,296 | $480.0K | — | +67.7% |
| 1837 | SUMMIT WEALTH GROUP#1837 · 2,295 sh | 2,295 | $479.7K | 0.04% | +51.0% |
| 1838 | Mach-1 Financial Group#1838 · 2,292 sh | 2,292 | $479.1K | 0.19% | -74.1% |
| 1839 | Harold Davidson & Associates#1839 · 2,290 sh | 2,290 | $478.7K | 0.21% | 0.0% |
| 1840 | Montz Harcus Wealth Management#1840 · 2,281 sh | 2,281 | $476.8K | — | +1.0% |
| 1841 | TrueNorth#1841 · 2,281 sh | 2,281 | $476.8K | 0.03% | +405.8% |
| 1842 | Bulltick Wealth Management#1842 · 2,280 sh | 2,280 | $476.6K | 0.10% | 0.0% |
| 1843 | Old North State#1843 · 2,274 sh | 2,274 | $475.0K | 0.24% | 0.0% |
| 1844 | Goldstein Advisors#1844 · 2,269 sh | 2,269 | $474.3K | — | +44.2% |
| 1845 | Willow Creek Wealth Management#1845 · 2,255 sh | 2,255 | $471.4K | — | — |
| 1846 | Jackson Wealth Management#1846 · 2,253 sh | 2,253 | $471.0K | 0.28% | New |
| 1847 | OSTRUM ASSET MANAGEMENT#1847 · 2,251 sh | 2,251 | $470.5K | 0.02% | -37.9% |
| 1848 | NORTH STAR ASSET MANAGEMENT#1848 · 2,243 sh | 2,243 | $468.9K | 0.02% | 0.0% |
| 1849 | CWS Financial Advisors#1849 · 2,239 sh | 2,239 | $468.1K | — | +0.1% |
| 1850 | Voya Financial Advisors#1850 · 2,206 sh | 2,206 | $467.1K | 0.04% | -22.4% |
| 1851 | Westmount Partners#1851 · 2,231 sh | 2,231 | $466.4K | 0.10% | +27.9% |
| 1852 | QUANTUM FINANCIAL PARTNERS#1852 · 2,225 sh | 2,225 | $465.0K | — | — |
| 1853 | Bank of Marin#1853 · 2,223 sh | 2,223 | $464.7K | 0.32% | -12.6% |
| 1854 | LUTS & GREENLEIGH GROUP#1854 · 2,223 sh | 2,223 | $464.7K | 0.35% | -0.6% |
| 1855 | COFG Advisors#1855 · 2,219 sh | 2,219 | $463.9K | 0.08% | -4.5% |
| 1856 | Bannerstone Capital Management#1856 · 2,219 sh | 2,219 | $463.9K | 0.39% | New |
| 1857 | DELTA CAPITAL MANAGEMENT#1857 · 24,605 sh | 24,605 | $463.0K | — | +4.2% |
| 1858 | Allen Mooney & Barnes Investment Advisors#1858 · 2,211 sh | 2,211 | $462.2K | — | +0.1% |
| 1859 | INVESTMENT PARTNERS, LTD.#1859 · 2,209 sh | 2,209 | $461.9K | 0.14% | +6.4% |
| 1860 | BLUE BELL PRIVATE WEALTH MANAGEMENT#1860 · 2,197 sh | 2,197 | $459.3K | 0.06% | 0.0% |
| 1861 | CDM FINANCIAL COUNSELING SERVICES#1861 · 2,197 sh | 2,197 | $459.3K | — | 0.0% |
| 1862 | Tepp RIA#1862 · 2,197 sh | 2,197 | $459.2K | — | +8.3% |
| 1863 | NLB Skladi, upravljanje premozenja, d.o.o.#1863 · 2,193 sh | 2,193 | $458.4K | — | -1.0% |
| 1864 | Sunflower Bank, N.A.#1864 · 2,191 sh | 2,191 | $458.0K | 0.11% | +0.5% |
| 1865 | Peak Planning Group#1865 · 2,191 sh | 2,191 | $458.0K | 0.10% | +0.3% |
| 1866 | RESTON WEALTH MANAGEMENT#1866 · 2,190 sh | 2,190 | $457.7K | 0.12% | +0.4% |
| 1867 | Beacon Financial Advisory#1867 · 2,188 sh | 2,188 | $457.4K | — | +4.6% |
| 1868 | MOSAIC FINANCIAL GROUP#1868 · 2,184 sh | 2,184 | $457.0K | 0.29% | +0.2% |
| 1869 | PRECEDENT WEALTH PARTNERS#1869 · 2,183 sh | 2,183 | $456.3K | — | +25.6% |
| 1870 | TCFG Investment Advisors#1870 · 2,182 sh | 2,182 | $456.1K | — | +9.4% |
| 1871 | MACROVIEW INVESTMENT MANAGEMENT#1871 · 2,180 sh | 2,180 | $455.8K | — | +0.3% |
| 1872 | EWA#1872 · 2,180 sh | 2,180 | $455.8K | 0.08% | +9.7% |
| 1873 | Wealth Enhancement Services#1873 · 2,176 sh | 2,176 | $454.9K | — | -17.3% |
| 1874 | LCNB#1874 · 2,166 sh | 2,166 | $452.8K | 0.14% | +1.5% |
| 1875 | SUMMITRY#1875 · 2,166 sh | 2,166 | $452.8K | 0.01% | New |
| 1876 | Canvas Wealth Advisors#1876 · 2,165 sh | 2,165 | $452.6K | 0.06% | +0.6% |
| 1877 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1877 · 2,852 sh | 2,852 | $452.1K | — | +55.1% |
| 1878 | Pacific Excel Wealth Advisors#1878 · 2,160 sh | 2,160 | $451.5K | 0.17% | New |
| 1879 | Heritage Family Offices, LLP#1879 · 2,160 sh | 2,160 | $451.5K | 0.17% | +51.6% |
| 1880 | PCB Capital#1880 · 2,157 sh | 2,157 | $450.8K | 0.55% | +1.9% |
| 1881 | Eurizon SLJ Capital Ltd#1881 · 2,153 sh | 2,153 | $450.1K | 0.17% | 0.0% |
| 1882 | Penserra Capital Management#1882 · 2,156 sh | 2,156 | $450.0K | <0.01% | +1611.1% |
| 1883 | Revolve Wealth Partners#1883 · 2,151 sh | 2,151 | $449.7K | — | +7.5% |
| 1884 | Smallwood Wealth Investment Management#1884 · 2,149 sh | 2,149 | $449.4K | 0.20% | +4.4% |
| 1885 | Wilkinson Global Asset Management#1885 · 2,144 sh | 2,144 | $448.2K | 0.04% | -3.4% |
| 1886 | Traynor Capital Management#1886 · 2,132 sh | 2,132 | $445.7K | 0.02% | +5.6% |
| 1887 | Fulcrum Capital#1887 · 2,131 sh | 2,131 | $445.5K | — | -26.3% |
| 1888 | OSTERWEIS CAPITAL MANAGEMENT#1888 · 2,128 sh | 2,128 | $444.8K | 0.02% | -6.6% |
| 1889 | FIRST BUSINESS FINANCIAL SERVICES#1889 · 2,126 sh | 2,126 | $444.4K | 0.03% | +2.4% |
| 1890 | Eagle Strategies#1890 · 2,125 sh | 2,125 | $444.3K | — | -2.9% |
| 1891 | MARCO INVESTMENT MANAGEMENT#1891 · 2,125 sh | 2,125 | $444.2K | 0.03% | 0.0% |
| 1892 | Massachusetts Wealth Management#1892 · 2,125 sh | 2,125 | $444.2K | — | +3.7% |
| 1893 | Manske Wealth Management#1893 · 2,123 sh | 2,123 | $443.8K | — | 0.0% |
| 1894 | Mirador Capital Partners#1894 · 2,122 sh | 2,122 | $443.6K | — | -3.5% |
| 1895 | Clear Creek Financial Management#1895 · 2,117 sh | 2,117 | $442.5K | 0.03% | +0.6% |
| 1896 | Mayfair Advisory Group#1896 · 2,062 sh | 2,062 | $442.3K | — | +1.7% |
| 1897 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A.#1897 · 2,112 sh | 2,112 | $441.5K | 0.28% | +15.5% |
| 1898 | Oakworth Capital#1898 · 2,094 sh | 2,094 | $440.1K | — | -28.4% |
| 1899 | Hidden Cove Wealth Management#1899 · 2,105 sh | 2,105 | $440.0K | — | +14.0% |
| 1900 | Measured Wealth Private Client Group#1900 · 2,103 sh | 2,103 | $439.7K | 0.11% | -4.7% |
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.