MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | AA Financial Advisors#1901 · 2,100 sh | 2,100 | $439.0K | — | -50.3% |
| 1902 | BRIDGES INVESTMENT MANAGEMENT#1902 · 2,097 sh | 2,097 | $438.4K | <0.01% | +57.3% |
| 1903 | Veracity Capital#1903 · 2,095 sh | 2,095 | $438.0K | — | -3.8% |
| 1904 | LexAurum Advisors#1904 · 2,092 sh | 2,092 | $437.3K | — | +1.5% |
| 1905 | ASHTON THOMAS SECURITIES#1905 · 2,104 sh | 2,104 | $436.9K | — | +27.7% |
| 1906 | Capital Advisors, Ltd.#1906 · 2,084 sh | 2,084 | $436.0K | 0.04% | -3.8% |
| 1907 | ACT Advisors#1907 · 2,080 sh | 2,080 | $434.7K | — | +1.7% |
| 1908 | Legacy Capital Wealth Partners#1908 · 2,078 sh | 2,078 | $434.5K | — | +6.1% |
| 1909 | Pines Wealth Management#1909 · 2,078 sh | 2,078 | $434.4K | — | -2.8% |
| 1910 | Fi3 FINANCIAL ADVISORS#1910 · 958 sh | 958 | $433.7K | 0.10% | -55.4% |
| 1911 | Reflection Asset Management#1911 · 2,070 sh | 2,070 | $432.7K | 0.20% | 0.0% |
| 1912 | Bangor Savings Bank#1912 · 2,066 sh | 2,066 | $431.9K | — | 0.0% |
| 1913 | LAFFER TENGLER INVESTMENTS#1913 · 2,064 sh | 2,064 | $431.5K | 0.06% | +45.7% |
| 1914 | VisionPoint Advisory Group#1914 · 2,063 sh | 2,063 | $431.3K | — | +10.0% |
| 1915 | WealthShield Partners#1915 · 2,061 sh | 2,061 | $430.9K | 0.07% | -25.4% |
| 1916 | Investment Research Partners#1916 · 2,060 sh | 2,060 | $430.6K | — | +1.8% |
| 1917 | EVERETT HARRIS#1917 · 2,059 sh | 2,059 | $430.4K | <0.01% | 0.0% |
| 1918 | RB Capital Management#1918 · 2,059 sh | 2,059 | $430.4K | 0.08% | -3.8% |
| 1919 | Intergy Private Wealth#1919 · 2,057 sh | 2,057 | $430.0K | — | -5.0% |
| 1920 | Chicago Capital#1920 · 2,052 sh | 2,052 | $428.9K | — | 0.0% |
| 1921 | FSM Wealth Advisors#1921 · 2,041 sh | 2,041 | $426.7K | 0.05% | +11.0% |
| 1922 | PRELUDE CAPITAL MANAGEMENT#1922 · 2,028 sh | 2,028 | $423.9K | 0.03% | New |
| 1923 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1923 · 2,020 sh | 2,020 | $422.3K | — | -36.6% |
| 1924 | Interactive Financial Advisors#1924 · 2,014 sh | 2,014 | $421.0K | 0.26% | +0.4% |
| 1925 | Regent Peak Wealth Advisors#1925 · 2,014 sh | 2,014 | $421.0K | — | -2.2% |
| 1926 | Beaumont Financial Advisors#1926 · 2,010 sh | 2,010 | $420.2K | — | -2.5% |
| 1927 | Stone House Investment Management#1927 · 2,009 sh | 2,009 | $420.0K | — | +2411.2% |
| 1928 | Legacy#1928 · 2,006 sh | 2,006 | $419.3K | 0.07% | +3.8% |
| 1929 | CONSILIO WEALTH ADVISORS#1929 · 2,005 sh | 2,005 | $419.1K | 0.10% | +1.6% |
| 1930 | Investment Partners Asset Management#1930 · 2,004 sh | 2,004 | $418.9K | — | 0.0% |
| 1931 | Lifestyle Asset Management#1931 · 2,002 sh | 2,002 | $418.5K | — | -0.6% |
| 1932 | BlackDiamond Wealth Management#1932 · 1,943 sh | 1,943 | $418.4K | 0.17% | +6.3% |
| 1933 | Ehrenkranz Partners L.P.#1933 · 2,000 sh | 2,000 | $418.1K | 0.24% | 0.0% |
| 1934 | Parkside Investments#1934 · 2,000 sh | 2,000 | $418.1K | — | -42.9% |
| 1935 | RH Tailwind Management#1935 · 2,000 sh | 2,000 | $418.1K | 0.04% | New |
| 1936 | Western Financial#1936 · 2,000 sh | 2,000 | $418.1K | — | New |
| 1937 | Koss-Olinger Consulting#1937 · 1,999 sh | 1,999 | $417.9K | 0.03% | +0.5% |
| 1938 | LeConte Wealth Management#1938 · 1,999 sh | 1,999 | $417.9K | — | -2.7% |
| 1939 | Odyssey Capital Advisors#1939 · 1,999 sh | 1,999 | $417.9K | — | -2.1% |
| 1940 | Laidlaw Wealth Management#1940 · 1,997 sh | 1,997 | $417.5K | 1.19% | New |
| 1941 | Prepared Retirement Institute#1941 · 1,997 sh | 1,997 | $417.5K | 0.18% | 0.0% |
| 1942 | Southland Equity Partners#1942 · 1,988 sh | 1,988 | $415.5K | — | +2.0% |
| 1943 | Stonebrook Private#1943 · 1,982 sh | 1,982 | $414.3K | 0.08% | +5.5% |
| 1944 | WP Advisors#1944 · 1,981 sh | 1,981 | $414.1K | — | +0.5% |
| 1945 | Sunpointe#1945 · 1,979 sh | 1,979 | $413.7K | — | -1.7% |
| 1946 | Commonwealth Financial Services#1946 · 1,975 sh | 1,975 | $412.9K | — | +1.0% |
| 1947 | Tempo Wealth#1947 · 1,973 sh | 1,973 | $412.4K | — | +5.1% |
| 1948 | Journey Advisory Group#1948 · 1,969 sh | 1,969 | $411.5K | 0.03% | +20.1% |
| 1949 | VAN STRUM & TOWNE#1949 · 1,965 sh | 1,965 | $410.8K | 0.11% | -16.0% |
| 1950 | C M BIDWELL & ASSOCIATES LTD#1950 · 1,963 sh | 1,963 | $410.3K | 0.17% | +15.1% |
| 1951 | WEALTH ALLIANCE#1951 · 1,958 sh | 1,958 | $409.4K | 0.03% | +1.2% |
| 1952 | Stonebridge Financial Group, / MO#1952 · 1,953 sh | 1,953 | $408.3K | 0.27% | -0.4% |
| 1953 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#1953 · 1,953 sh | 1,953 | $408.3K | 0.03% | +28.1% |
| 1954 | Fusion Capital#1954 · 1,952 sh | 1,952 | $408.1K | 0.09% | +1.7% |
| 1955 | King Wealth Management Group#1955 · 1,950 sh | 1,950 | $408.0K | 0.04% | +4.2% |
| 1956 | Mosley Wealth Management#1956 · 1,943 sh | 1,943 | $406.1K | — | -81.4% |
| 1957 | Walkner Condon Financial Advisors#1957 · 1,942 sh | 1,942 | $406.0K | 0.05% | +5.0% |
| 1958 | ATLAS CAPITAL ADVISORS#1958 · 1,941 sh | 1,941 | $405.7K | 0.04% | +3.4% |
| 1959 | Asset Advisory Group#1959 · 1,934 sh | 1,934 | $404.3K | — | 0.0% |
| 1960 | Portfolio Strategies#1960 · 1,933 sh | 1,933 | $404.1K | 0.04% | 0.0% |
| 1961 | OLD POINT & FINANCIAL SERVICES N A#1961 · 1,930 sh | 1,930 | $403.4K | 0.12% | +9.2% |
| 1962 | EVOLVE PRIVATE WEALTH#1962 · 1,929 sh | 1,929 | $403.2K | 0.02% | -85.6% |
| 1963 | Gemmer Asset Management#1963 · 1,928 sh | 1,928 | $403.0K | — | +1.2% |
| 1964 | NEVILLE RODIE & SHAW#1964 · 1,926 sh | 1,926 | $403.0K | — | 0.0% |
| 1965 | True Link Financial Advisors#1965 · 1,927 sh | 1,927 | $402.8K | 0.02% | -1.5% |
| 1966 | Silver Coast Investments#1966 · 1,926 sh | 1,926 | $402.6K | 0.12% | -8.9% |
| 1967 | WOODWARD DIVERSIFIED CAPITAL#1967 · 1,925 sh | 1,925 | $402.5K | — | -0.9% |
| 1968 | Wealth Management Associates#1968 · 1,918 sh | 1,918 | $401.0K | 0.11% | 0.0% |
| 1969 | FLC Capital Advisors#1969 · 1,918 sh | 1,918 | $400.9K | 0.06% | 0.0% |
| 1970 | Blueshift Asset Management#1970 · 1,917 sh | 1,917 | $400.7K | 0.09% | New |
| 1971 | NTV ASSET MANAGEMENT#1971 · 1,916 sh | 1,916 | $400.5K | — | -1.7% |
| 1972 | Frederick Financial Consultants#1972 · 1,915 sh | 1,915 | $400.3K | 0.17% | -0.4% |
| 1973 | Thrive Capital Management#1973 · 1,914 sh | 1,914 | $400.2K | 0.08% | -1.4% |
| 1974 | Balentine#1974 · 1,909 sh | 1,909 | $399.1K | 0.01% | +16.8% |
| 1975 | GROESBECK INVESTMENT MANAGEMENT#1975 · 1,900 sh | 1,900 | $397.0K | — | 0.0% |
| 1976 | Garden State Investment Advisory Services#1976 · 1,899 sh | 1,899 | $396.9K | 0.07% | New |
| 1977 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#1977 · 1,814 sh | 1,814 | $395.9K | 0.24% | 0.0% |
| 1978 | JB Capital#1978 · 1,889 sh | 1,889 | $394.9K | — | -2.5% |
| 1979 | Coastwise Capital Group#1979 · 1,887 sh | 1,887 | $394.6K | 0.23% | +22.9% |
| 1980 | Sharp Financial Services#1980 · 1,884 sh | 1,884 | $393.8K | 0.18% | +1.0% |
| 1981 | AGH Wealth Advisors#1981 · 1,884 sh | 1,884 | $393.8K | — | +8.7% |
| 1982 | ACORN CREEK CAPITAL#1982 · 1,880 sh | 1,880 | $393.1K | 0.13% | -1.5% |
| 1983 | NOVEM GROUP#1983 · 1,879 sh | 1,879 | $392.8K | — | -16.4% |
| 1984 | Palisades Hudson Asset Management, L.P.#1984 · 1,878 sh | 1,878 | $392.0K | 0.14% | 0.0% |
| 1985 | OSBORNE PARTNERS CAPITAL MANAGEMENT#1985 · 1,875 sh | 1,875 | $391.9K | 0.02% | 0.0% |
| 1986 | RED REEF ADVISORS#1986 · 1,875 sh | 1,875 | $391.9K | 0.36% | -13.8% |
| 1987 | Capital Square#1987 · 1,762 sh | 1,762 | $391.7K | — | -11.3% |
| 1988 | Discipline Wealth Solutions#1988 · 1,874 sh | 1,874 | $391.6K | — | 0.0% |
| 1989 | Foguth Wealth Management#1989 · 1,855 sh | 1,855 | $391.4K | — | +0.4% |
| 1990 | VISIONARY HORIZONS#1990 · 1,870 sh | 1,870 | $390.9K | — | New |
| 1991 | D'Orazio & Associates#1991 · 1,866 sh | 1,866 | $390.1K | 0.05% | +2.3% |
| 1992 | Tyche Wealth Partners#1992 · 1,866 sh | 1,866 | $390.0K | 0.05% | +2.8% |
| 1993 | ProVise Management Group#1993 · 1,862 sh | 1,862 | $389.3K | 0.03% | -8.5% |
| 1994 | TOWER BRIDGE ADVISORS#1994 · 1,861 sh | 1,861 | $389.0K | 0.04% | New |
| 1995 | SPIREPOINT PRIVATE CLIENT#1995 · 1,859 sh | 1,859 | $388.6K | 0.03% | 0.0% |
| 1996 | TopTier Wealth Management#1996 · 1,859 sh | 1,859 | $388.6K | — | +0.3% |
| 1997 | Gold Investment Management Ltd.#1997 · 1,856 sh | 1,856 | $388.0K | — | 0.0% |
| 1998 | Wealthquest#1998 · 1,852 sh | 1,852 | $387.1K | 0.02% | +60.8% |
| 1999 | Maltin Wealth Management#1999 · 1,852 sh | 1,852 | $387.1K | — | +5.9% |
| 2000 | Provenance Wealth Advisors#2000 · 1,849 sh | 1,849 | $386.5K | 0.04% | +317.4% |
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.