MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Kellett Wealth Advisors#2101 · 1,555 sh | 1,555 | $325.0K | — | New |
| 2102 | PFG Advisors#2102 · 1,553 sh | 1,553 | $324.6K | — | -42.9% |
| 2103 | J2 Capital Management#2103 · 1,548 sh | 1,548 | $323.6K | — | -19.3% |
| 2104 | SYM FINANCIAL#2104 · 1,546 sh | 1,546 | $323.2K | — | New |
| 2105 | WASHINGTON BANK#2105 · 1,546 sh | 1,546 | $323.2K | 0.02% | -4.0% |
| 2106 | LANDAAS & /WI#2106 · 1,546 sh | 1,546 | $323.2K | 0.06% | 0.0% |
| 2107 | EntryPoint Capital#2107 · 1,544 sh | 1,544 | $322.8K | 0.08% | -4.6% |
| 2108 | ONE WEALTH CAPITAL MANAGEMENT#2108 · 1,544 sh | 1,544 | $322.8K | — | New |
| 2109 | Collaborative Capital Advisors#2109 · 1,543 sh | 1,543 | $322.6K | 0.20% | — |
| 2110 | Financial Council#2110 · 1,543 sh | 1,543 | $322.5K | 0.10% | 0.0% |
| 2111 | ShoreHaven Wealth Partners#2111 · 1,541 sh | 1,541 | $322.1K | — | 0.0% |
| 2112 | Silver Grove Financial Group#2112 · 1,541 sh | 1,541 | $322.0K | 0.17% | +0.9% |
| 2113 | LJI Wealth Management#2113 · 1,537 sh | 1,537 | $321.3K | 0.04% | -17.9% |
| 2114 | TWIN PEAKS WEALTH ADVISORS#2114 · 1,532 sh | 1,532 | $320.3K | 0.07% | +16.9% |
| 2115 | Crown Wealth Group#2115 · 1,532 sh | 1,532 | $320.2K | — | +3.2% |
| 2116 | DIVIDEND ASSETS CAPITAL#2116 · 1,531 sh | 1,531 | $320.0K | 0.06% | 0.0% |
| 2117 | MPS Loria Financial Planners#2117 · 1,529 sh | 1,529 | $319.7K | — | +0.3% |
| 2118 | GHP Investment Advisors#2118 · 1,529 sh | 1,529 | $319.6K | — | -4.3% |
| 2119 | Carrera Capital Advisors#2119 · 1,529 sh | 1,529 | $319.5K | 0.05% | -4.9% |
| 2120 | Fiduciary Wealth Partners#2120 · 1,528 sh | 1,528 | $319.4K | 0.18% | +1.1% |
| 2121 | CHANNEL WEALTH#2121 · 1,522 sh | 1,522 | $318.2K | 0.07% | 0.0% |
| 2122 | BALDWIN WEALTH PARTNERS#2122 · 1,517 sh | 1,517 | $317.1K | — | -1.0% |
| 2123 | Colonial River Wealth Management#2123 · 1,514 sh | 1,514 | $316.4K | — | +0.2% |
| 2124 | STAR Financial Bank#2124 · 1,510 sh | 1,510 | $315.6K | 0.13% | +2.0% |
| 2125 | COZAD ASSET MANAGEMENT#2125 · 1,508 sh | 1,508 | $315.2K | 0.02% | 0.0% |
| 2126 | Aviance Capital Partners#2126 · 1,506 sh | 1,506 | $314.8K | 0.03% | 0.0% |
| 2127 | JTC Employer Solutions Trusteee Ltd#2127 · 1,500 sh | 1,500 | $314.0K | 0.03% | 0.0% |
| 2128 | Constitution Capital#2128 · 1,500 sh | 1,500 | $313.6K | — | 0.0% |
| 2129 | Kearns & Associates#2129 · 1,500 sh | 1,500 | $313.6K | — | 0.0% |
| 2130 | Sand Hill Global Advisors#2130 · 1,496 sh | 1,496 | $312.7K | <0.01% | +5.7% |
| 2131 | Oxbow Advisors#2131 · 1,496 sh | 1,496 | $312.7K | 0.03% | New |
| 2132 | XML Financial#2132 · 1,490 sh | 1,490 | $311.5K | 0.02% | 0.0% |
| 2133 | KANAWHA CAPITAL MANAGEMENT#2133 · 1,487 sh | 1,487 | $310.9K | — | +2.0% |
| 2134 | ARS Wealth Advisors Group#2134 · 1,487 sh | 1,487 | $310.8K | — | New |
| 2135 | Tortuga Wealth Management#2135 · 1,486 sh | 1,486 | $310.8K | 0.24% | +5.5% |
| 2136 | Peak Retirement Planning#2136 · 1,486 sh | 1,486 | $310.6K | 0.05% | +14.5% |
| 2137 | Allied Private Wealth#2137 · 1,423 sh | 1,423 | $310.5K | 0.20% | — |
| 2138 | ZWJ INVESTMENT COUNSEL#2138 · 1,483 sh | 1,483 | $310.0K | — | New |
| 2139 | OF OKLAHOMA#2139 · 1,480 sh | 1,480 | $309.4K | — | +3.8% |
| 2140 | Parkwoods Wealth Partners#2140 · 1,478 sh | 1,478 | $309.0K | 0.05% | New |
| 2141 | Bravera Wealth#2141 · 1,475 sh | 1,475 | $308.3K | 0.12% | -5.0% |
| 2142 | Patten Group#2142 · 1,472 sh | 1,472 | $307.7K | — | +15.5% |
| 2143 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#2143 · 1,471 sh | 1,471 | $307.6K | — | 0.0% |
| 2144 | Sargent Investment Group#2144 · 1,469 sh | 1,469 | $307.1K | 0.04% | +4.3% |
| 2145 | Quarry#2145 · 1,464 sh | 1,464 | $306.0K | 0.03% | +713.3% |
| 2146 | Long Road Investment Counsel#2146 · 1,461 sh | 1,461 | $305.4K | 0.11% | 0.0% |
| 2147 | ARGUS INVESTORS' COUNSEL#2147 · 1,460 sh | 1,460 | $305.2K | — | -32.1% |
| 2148 | MinichMacGregor Wealth Management#2148 · 1,455 sh | 1,455 | $304.2K | — | -15.5% |
| 2149 | Peachtree Investment Partners#2149 · 1,453 sh | 1,453 | $303.7K | 0.10% | New |
| 2150 | Red Wave Investments#2150 · 1,452 sh | 1,452 | $303.5K | 0.08% | 0.0% |
| 2151 | Longview Financial Advisors#2151 · 1,451 sh | 1,451 | $303.3K | 0.15% | 0.0% |
| 2152 | WELLINGTON-ALTUS USA#2152 · 1,838 sh | 1,838 | $302.5K | 0.22% | -14.7% |
| 2153 | TrustBank#2153 · 1,445 sh | 1,445 | $302.1K | — | 0.0% |
| 2154 | EPG Wealth Management#2154 · 1,435 sh | 1,435 | $299.9K | 0.07% | +0.3% |
| 2155 | FIDUCIENT ADVISORS#2155 · 1,434 sh | 1,434 | $299.8K | 0.04% | -7.1% |
| 2156 | Fortis Group Advisors#2156 · 1,434 sh | 1,434 | $299.8K | 0.05% | -0.7% |
| 2157 | ORRSTOWN FINANCIAL SERVICES#2157 · 1,434 sh | 1,434 | $299.8K | — | 0.0% |
| 2158 | TCI Wealth Advisors#2158 · 1,433 sh | 1,433 | $299.6K | 0.01% | -3.5% |
| 2159 | Brady Martz Wealth Solutions#2159 · 1,425 sh | 1,425 | $297.9K | 0.04% | 0.0% |
| 2160 | VICUS CAPITAL#2160 · 1,424 sh | 1,424 | $297.8K | 0.02% | +3.8% |
| 2161 | Meridian Financial Advisors#2161 · 1,423 sh | 1,423 | $297.5K | — | 0.0% |
| 2162 | Davis Investment Partners#2162 · 1,423 sh | 1,423 | $297.4K | 0.09% | +8.8% |
| 2163 | NewSquare Capital#2163 · 1,421 sh | 1,421 | $297.1K | 0.02% | New |
| 2164 | Cogent Private Wealth#2164 · 1,421 sh | 1,421 | $297.0K | 0.19% | +2.3% |
| 2165 | Pinnacle Financial Group, / IL#2165 · 1,417 sh | 1,417 | $296.2K | 0.07% | +0.9% |
| 2166 | TFC Financial Management#2166 · 1,417 sh | 1,417 | $296.1K | — | -13.7% |
| 2167 | Aletheian Wealth Advisors#2167 · 1,416 sh | 1,416 | $296.0K | — | New |
| 2168 | StoryOne#2168 · 1,415 sh | 1,415 | $295.8K | — | New |
| 2169 | RESOURCES MANAGEMENT /CT#2169 · 1,415 sh | 1,415 | $295.8K | 0.04% | 0.0% |
| 2170 | Storgate#2170 · 1,414 sh | 1,414 | $295.5K | 0.06% | New |
| 2171 | E6 Portfolios#2171 · 1,408 sh | 1,408 | $294.3K | — | +0.4% |
| 2172 | VestGen Investment Management#2172 · 1,405 sh | 1,405 | $293.7K | 0.16% | +3.2% |
| 2173 | 626 Financial#2173 · 1,404 sh | 1,404 | $293.5K | 0.11% | 0.0% |
| 2174 | Embree Financial Group#2174 · 1,399 sh | 1,399 | $292.4K | — | +11.7% |
| 2175 | Indiana & Investment Management#2175 · 1,394 sh | 1,394 | $291.4K | — | 0.0% |
| 2176 | AMG Asset Management Group#2176 · 1,394 sh | 1,394 | $291.4K | — | +7.6% |
| 2177 | FIRETHORN WEALTH PARTNERS#2177 · 1,388 sh | 1,388 | $290.2K | — | +0.9% |
| 2178 | Spears Abacus Advisors#2178 · 1,388 sh | 1,388 | $290.1K | <0.01% | New |
| 2179 | Wealth Architects#2179 · 1,387 sh | 1,387 | $289.9K | 0.02% | -6.8% |
| 2180 | Platform Technology Partners#2180 · 1,387 sh | 1,387 | $289.9K | 0.05% | +0.7% |
| 2181 | BECK CAPITAL MANAGEMENT#2181 · 1,384 sh | 1,384 | $289.3K | 0.05% | New |
| 2182 | TOBAM#2182 · 1,383 sh | 1,383 | $289.0K | 0.07% | +3.8% |
| 2183 | Keating Financial Advisory Services#2183 · 1,381 sh | 1,381 | $288.7K | 0.04% | +26.2% |
| 2184 | Pitti Group Wealth Management#2184 · 1,372 sh | 1,372 | $286.8K | 0.21% | +0.1% |
| 2185 | CRA Financial Services#2185 · 1,371 sh | 1,371 | $286.7K | — | +8.8% |
| 2186 | Wallace Advisory Group#2186 · 1,369 sh | 1,369 | $286.2K | 0.27% | -15.3% |
| 2187 | Elevated Capital Advisors#2187 · 1,368 sh | 1,368 | $286.0K | 0.08% | -40.9% |
| 2188 | Sunbeam Capital Management#2188 · 1,365 sh | 1,365 | $285.3K | 0.13% | +8.4% |
| 2189 | ACT WEALTH MANAGEMENT#2189 · 1,363 sh | 1,363 | $284.9K | — | +1.0% |
| 2190 | Dakota Community Bank & NA#2190 · 1,362 sh | 1,362 | $284.7K | — | -2.4% |
| 2191 | Manchester Capital Management#2191 · 1,361 sh | 1,361 | $284.5K | — | -5.2% |
| 2192 | Alpine Global Management#2192 · 1,359 sh | 1,359 | $284.1K | 0.05% | New |
| 2193 | Silvant Capital Management#2193 · 1,357 sh | 1,357 | $283.7K | <0.01% | 0.0% |
| 2194 | WEST PACES ADVISORS#2194 · 1,355 sh | 1,355 | $283.2K | — | -0.7% |
| 2195 | Citizens National Bank Department#2195 · 1,350 sh | 1,350 | $282.2K | 0.04% | 0.0% |
| 2196 | Solidarity Wealth#2196 · 1,349 sh | 1,349 | $282.0K | — | New |
| 2197 | THOROUGHBRED FINANCIAL SERVICES#2197 · 1,349 sh | 1,349 | $281.0K | 0.01% | +4.7% |
| 2198 | RVW Wealth#2198 · 1,343 sh | 1,343 | $280.7K | — | 0.0% |
| 2199 | Vermillion Wealth Management#2199 · 11,741 sh | 11,741 | $280.6K | — | New |
| 2200 | Cassaday & Wealth Management#2200 · 1,338 sh | 1,338 | $279.7K | <0.01% | -0.7% |
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.