MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | BKM Wealth Management#2001 · 1,848 sh | 1,848 | $386.3K | — | 0.0% |
| 2002 | Per Stirling Capital Management#2002 · 1,846 sh | 1,846 | $385.9K | 0.04% | +1.0% |
| 2003 | MAYPORT#2003 · 1,844 sh | 1,844 | $385.4K | 0.06% | New |
| 2004 | Objective Capital Management#2004 · 1,840 sh | 1,840 | $384.6K | — | 0.0% |
| 2005 | PLANNING ALTERNATIVES LTD#2005 · 1,839 sh | 1,839 | $384.4K | 0.04% | New |
| 2006 | Expressive Wealth#2006 · 1,837 sh | 1,837 | $384.1K | 0.36% | 0.0% |
| 2007 | Granite Harbor Advisors#2007 · 1,837 sh | 1,837 | $384.0K | 0.15% | -4.4% |
| 2008 | Kohmann Bosshard Financial Services#2008 · 1,827 sh | 1,827 | $381.9K | 0.03% | -93.2% |
| 2009 | Pflug Koory#2009 · 1,824 sh | 1,824 | $381.3K | — | 0.0% |
| 2010 | Nolet Wealth Management#2010 · 1,824 sh | 1,824 | $381.3K | — | 0.0% |
| 2011 | GDS Wealth Management#2011 · 1,821 sh | 1,821 | $380.7K | 0.02% | New |
| 2012 | Gerber Kawasaki Wealth & Investment Management#2012 · 1,819 sh | 1,819 | $380.4K | 0.01% | +11.1% |
| 2013 | Van Hulzen Asset Management#2013 · 1,818 sh | 1,818 | $380.1K | 0.03% | -5.6% |
| 2014 | DRIVE WEALTH MANAGEMENT#2014 · 1,817 sh | 1,817 | $379.8K | 0.07% | +24.6% |
| 2015 | Bank OZK#2015 · 1,815 sh | 1,815 | $379.4K | 0.11% | +3.0% |
| 2016 | WEDGE CAPITAL MANAGEMENT L L P#2016 · 1,813 sh | 1,813 | $379.0K | — | -14.9% |
| 2017 | CALIBER WEALTH MANAGEMENT, / KS#2017 · 1,811 sh | 1,811 | $378.6K | 0.04% | -9.8% |
| 2018 | Norway Savings Bank#2018 · 1,807 sh | 1,807 | $377.7K | — | +1.1% |
| 2019 | Entruity Wealth#2019 · 1,801 sh | 1,801 | $376.5K | 0.24% | +0.1% |
| 2020 | Warwick Investment Management#2020 · 1,801 sh | 1,801 | $376.5K | — | +5.3% |
| 2021 | REIK#2021 · 1,800 sh | 1,800 | $376.3K | 0.10% | 0.0% |
| 2022 | Neumann Capital Management#2022 · 1,800 sh | 1,800 | $376.3K | — | 0.0% |
| 2023 | Flatrock Wealth Partners#2023 · 1,784 sh | 1,784 | $373.0K | 0.15% | New |
| 2024 | Strategic Investment Advisors / MI#2024 · 1,783 sh | 1,783 | $372.7K | 0.02% | +5.8% |
| 2025 | Financial Solutions Advisory Group#2025 · 1,676 sh | 1,676 | $372.3K | 0.05% | +36.7% |
| 2026 | CHAPIN DAVIS#2026 · 1,779 sh | 1,779 | $371.8K | — | -63.9% |
| 2027 | Birch Hill Investment Advisors#2027 · 1,771 sh | 1,771 | $370.2K | — | -5.3% |
| 2028 | TITLEIST ASSET MANAGEMENT#2028 · 1,771 sh | 1,771 | $370.1K | — | +2.5% |
| 2029 | WealthTrust Axiom#2029 · 1,770 sh | 1,770 | $370.0K | 0.08% | 0.0% |
| 2030 | MASTER'S WEALTH MANAGEMENT#2030 · 1,769 sh | 1,769 | $369.7K | — | +1.7% |
| 2031 | 180 WEALTH ADVISORS#2031 · 1,768 sh | 1,768 | $369.6K | 0.04% | +24.0% |
| 2032 | HEADINVEST#2032 · 1,766 sh | 1,766 | $369.2K | 0.07% | 0.0% |
| 2033 | BROWN WEALTH MANAGEMENT#2033 · 1,757 sh | 1,757 | $367.2K | — | +1.9% |
| 2034 | Owl Creek Wealth Partners#2034 · 1,748 sh | 1,748 | $365.4K | — | +1.5% |
| 2035 | Krane Funds Advisors#2035 · 1,744 sh | 1,744 | $364.6K | 0.01% | -14.5% |
| 2036 | EARNED WEALTH ADVISORS#2036 · 1,743 sh | 1,743 | $364.4K | 0.02% | -38.6% |
| 2037 | Rise Advisors#2037 · 1,742 sh | 1,742 | $364.2K | — | -0.4% |
| 2038 | BIP Wealth#2038 · 1,738 sh | 1,738 | $363.4K | — | +40.7% |
| 2039 | JGP Wealth Management#2039 · 1,736 sh | 1,736 | $362.9K | — | -20.4% |
| 2040 | WEATHERLY ASSET MANAGEMENT L. P.#2040 · 1,732 sh | 1,732 | $362.0K | — | 0.0% |
| 2041 | Falcon Wealth Planning#2041 · 1,730 sh | 1,730 | $361.7K | 0.02% | +4.3% |
| 2042 | Clearwater Capital Advisors#2042 · 1,727 sh | 1,727 | $361.0K | 0.03% | +32.3% |
| 2043 | CENTRAL BANK#2043 · 1,727 sh | 1,727 | $361.0K | — | -2.3% |
| 2044 | Phillips Wealth Planners#2044 · 1,624 sh | 1,624 | $360.6K | 0.27% | -4.1% |
| 2045 | Curated Wealth Partners#2045 · 1,724 sh | 1,724 | $360.4K | — | New |
| 2046 | TRAPHAGEN INVESTMENT ADVISORS#2046 · 1,719 sh | 1,719 | $359.3K | — | +16.7% |
| 2047 | Meramec Financial Planners#2047 · 1,673 sh | 1,673 | $359.0K | 0.13% | -8.9% |
| 2048 | PROMETHIUM ADVISORS#2048 · 1,716 sh | 1,716 | $358.7K | — | New |
| 2049 | New World Advisors#2049 · 1,716 sh | 1,716 | $358.7K | 0.06% | +13.9% |
| 2050 | KENNEDY INVESTMENT GROUP#2050 · 1,715 sh | 1,715 | $358.5K | — | +0.8% |
| 2051 | Aries Wealth Management#2051 · 1,707 sh | 1,707 | $356.8K | — | 0.0% |
| 2052 | Marks Group Wealth Management#2052 · 1,701 sh | 1,701 | $355.5K | 0.03% | +2.3% |
| 2053 | BRAVE ASSET MANAGEMENT#2053 · 1,700 sh | 1,700 | $355.4K | 0.08% | 0.0% |
| 2054 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#2054 · 1,700 sh | 1,700 | $355.4K | <0.01% | 0.0% |
| 2055 | INVESTMENT HOUSE#2055 · 1,700 sh | 1,700 | $355.4K | — | 0.0% |
| 2056 | Almanack Investment Partners#2056 · 1,696 sh | 1,696 | $354.6K | 0.05% | New |
| 2057 | CREATIVE FINANCIAL DESIGNS#2057 · 1,687 sh | 1,687 | $352.7K | 0.02% | +78.7% |
| 2058 | TRED AVON FAMILY WEALTH#2058 · 1,683 sh | 1,683 | $351.8K | — | -3.2% |
| 2059 | RIVERSEDGE ADVISORS#2059 · 1,682 sh | 1,682 | $351.6K | — | New |
| 2060 | Drucker Wealth 3.0#2060 · 1,681 sh | 1,681 | $351.4K | 0.06% | +20.9% |
| 2061 | PGIM Custom Harvest#2061 · 1,677 sh | 1,677 | $350.5K | <0.01% | +9.0% |
| 2062 | Highview Capital Management#2062 · 1,649 sh | 1,649 | $344.7K | 0.10% | New |
| 2063 | Athena Investment Management#2063 · 1,647 sh | 1,647 | $344.3K | 0.20% | -8.7% |
| 2064 | DIVERSIFIED MANAGEMENT#2064 · 1,641 sh | 1,641 | $343.0K | — | +13.4% |
| 2065 | ARMSTRONG ADVISORY GROUP#2065 · 1,638 sh | 1,638 | $342.5K | — | 0.0% |
| 2066 | BARON SILVER STEVENS FINANCIAL ADVISORS#2066 · 1,637 sh | 1,637 | $342.2K | 0.04% | +8.8% |
| 2067 | NATURAL INVESTMENTS#2067 · 1,635 sh | 1,635 | $341.0K | 0.07% | +2.2% |
| 2068 | GODSEY & GIBB#2068 · 1,626 sh | 1,626 | $339.9K | — | 0.0% |
| 2069 | Auour Investments#2069 · 1,614 sh | 1,614 | $337.4K | 0.10% | -2.7% |
| 2070 | NOVARE CAPITAL MANAGEMENT#2070 · 1,612 sh | 1,612 | $336.9K | 0.02% | +5.7% |
| 2071 | SWISS RE LTD#2071 · 1,609 sh | 1,609 | $336.3K | 0.03% | +599.6% |
| 2072 | Richard P Slaughter Associates#2072 · 1,609 sh | 1,609 | $336.3K | — | 0.0% |
| 2073 | Axiom Investment Management#2073 · 1,608 sh | 1,608 | $336.1K | 0.22% | +14.9% |
| 2074 | Tannin Capital#2074 · 1,606 sh | 1,606 | $335.8K | 0.22% | +5.8% |
| 2075 | Legacy Wealth Advisors#2075 · 1,606 sh | 1,606 | $335.7K | 0.15% | +17.7% |
| 2076 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT#2076 · 1,604 sh | 1,604 | $335.0K | 0.04% | 0.0% |
| 2077 | McNamara Financial Services#2077 · 1,600 sh | 1,600 | $334.5K | 0.06% | 0.0% |
| 2078 | Game Plan Financial Advisors#2078 · 1,600 sh | 1,600 | $334.5K | 0.12% | 0.0% |
| 2079 | MLG Wealth Management DBA Pine Grove Financial Group#2079 · 1,600 sh | 1,600 | $334.5K | — | +11.0% |
| 2080 | 1834 INVESTMENT ADVISORS#2080 · 1,598 sh | 1,598 | $334.0K | — | 0.0% |
| 2081 | August Group Capital Ltd#2081 · 1,593 sh | 1,593 | $333.0K | — | -8.2% |
| 2082 | SUMMIT SECURITIES GROUP#2082 · 1,590 sh | 1,590 | $332.4K | 0.03% | +703.0% |
| 2083 | BINGHAM PRIVATE WEALTH#2083 · 1,587 sh | 1,587 | $332.0K | 0.23% | -13.0% |
| 2084 | BROWN, LISLE/CUMMINGS#2084 · 1,587 sh | 1,587 | $331.8K | — | -3.0% |
| 2085 | Syverson Strege#2085 · 1,582 sh | 1,582 | $330.7K | 0.07% | +11.6% |
| 2086 | Powers Advisory Group#2086 · 1,580 sh | 1,580 | $330.4K | — | +9.2% |
| 2087 | 49 WEALTH MANAGEMENT#2087 · 1,576 sh | 1,576 | $329.4K | 0.06% | -49.0% |
| 2088 | ALONGSIDE#2088 · 1,576 sh | 1,576 | $329.4K | 0.06% | — |
| 2089 | Northwest Quadrant Wealth Management#2089 · 1,571 sh | 1,571 | $328.4K | 0.06% | +0.2% |
| 2090 | Pekin Hardy Strauss#2090 · 1,571 sh | 1,571 | $328.4K | 0.03% | 0.0% |
| 2091 | Faithward Advisors#2091 · 1,570 sh | 1,570 | $328.2K | 0.04% | New |
| 2092 | SMITH, MOORE#2092 · 1,570 sh | 1,570 | $328.2K | 0.02% | +0.1% |
| 2093 | BOYD WATTERSON ASSET MANAGEMENT#2093 · 1,566 sh | 1,566 | $327.3K | 0.09% | -4.1% |
| 2094 | CHICAGO NA#2094 · 1,562 sh | 1,562 | $326.5K | 0.05% | +23.8% |
| 2095 | Avail Investment Partners#2095 · 1,561 sh | 1,561 | $326.3K | — | +18.3% |
| 2096 | Roof Eidam Maycock Peralta#2096 · 1,560 sh | 1,560 | $326.1K | — | 0.0% |
| 2097 | Bull Harbor Capital#2097 · 1,560 sh | 1,560 | $326.0K | 0.06% | New |
| 2098 | Independent Solutions Wealth Management#2098 · 1,558 sh | 1,558 | $325.7K | 0.04% | +2.2% |
| 2099 | Hoxton Planning & Management#2099 · 1,556 sh | 1,556 | $325.3K | — | -4.3% |
| 2100 | SILVERLAKE WEALTH MANAGEMENT#2100 · 1,556 sh | 1,556 | $325.3K | — | -14.8% |
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.