MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | SEVEN MILE ADVISORY#2201 · 1,338 sh | 1,338 | $279.7K | — | -25.8% |
| 2202 | GatePass Capital#2202 · 1,335 sh | 1,335 | $279.1K | 0.11% | +4.1% |
| 2203 | Shum Financial Group#2203 · 1,329 sh | 1,329 | $277.8K | — | -0.5% |
| 2204 | MONEY CONCEPTS CAPITAL#2204 · 1,325 sh | 1,325 | $277.1K | 0.01% | +6.2% |
| 2205 | Beirne Wealth Consulting Services#2205 · 1,319 sh | 1,319 | $275.7K | — | -18.5% |
| 2206 | Pointe Capital Management#2206 · 1,317 sh | 1,317 | $275.3K | 0.12% | 0.0% |
| 2207 | Royal Fund Management#2207 · 1,316 sh | 1,316 | $275.1K | — | -13.2% |
| 2208 | Howard Capital Management Group#2208 · 1,316 sh | 1,316 | $275.1K | — | 0.0% |
| 2209 | OneAscent Investment Solutions#2209 · 1,316 sh | 1,316 | $275.1K | 0.26% | New |
| 2210 | Capstone Financial Advisors#2210 · 1,313 sh | 1,313 | $274.5K | 0.01% | +2.5% |
| 2211 | Foster Victor Wealth Advisors#2211 · 1,204 sh | 1,204 | $274.1K | — | -18.5% |
| 2212 | Cordoba Advisory Partners#2212 · 1,311 sh | 1,311 | $274.0K | — | New |
| 2213 | Planned Solutions#2213 · 1,310 sh | 1,310 | $273.8K | — | +4.2% |
| 2214 | AVISO WEALTH MANAGEMENT#2214 · 1,306 sh | 1,306 | $273.0K | 0.09% | New |
| 2215 | Arvest Bank Division#2215 · 1,305 sh | 1,305 | $272.8K | 0.01% | +7.2% |
| 2216 | Piscataqua Savings Bank#2216 · 1,305 sh | 1,305 | $272.8K | — | -3.0% |
| 2217 | Bruce G. Allen Investments#2217 · 1,303 sh | 1,303 | $272.4K | 0.17% | -12.6% |
| 2218 | GENESIS PRIVATE WEALTH#2218 · 1,302 sh | 1,302 | $272.2K | 0.08% | +6.0% |
| 2219 | CAHILL FINANCIAL ADVISORS#2219 · 1,300 sh | 1,300 | $271.8K | 0.03% | New |
| 2220 | CFO4Life Group#2220 · 1,300 sh | 1,300 | $271.8K | 0.04% | +5.0% |
| 2221 | Eagle Wealth Advisors#2221 · 1,299 sh | 1,299 | $271.5K | — | +5.6% |
| 2222 | Lafayette Investments#2222 · 1,297 sh | 1,297 | $271.1K | 0.05% | -29.8% |
| 2223 | Raleigh Capital Management#2223 · 1,291 sh | 1,291 | $270.0K | 0.09% | -0.4% |
| 2224 | WATERSHED PRIVATE WEALTH#2224 · 1,289 sh | 1,289 | $269.5K | 0.08% | New |
| 2225 | Fiera Capital#2225 · 1,285 sh | 1,285 | $268.6K | <0.01% | 0.0% |
| 2226 | Leeward Financial Partners#2226 · 1,281 sh | 1,281 | $267.8K | — | -24.4% |
| 2227 | Cedarwood Wealth#2227 · 1,276 sh | 1,276 | $266.7K | 0.20% | New |
| 2228 | Fire Capital Management#2228 · 1,274 sh | 1,274 | $266.3K | 0.11% | -7.3% |
| 2229 | PUREfi Wealth#2229 · 1,271 sh | 1,271 | $265.7K | — | New |
| 2230 | REGATTA CAPITAL GROUP#2230 · 1,271 sh | 1,271 | $265.6K | — | 0.0% |
| 2231 | Old Peak Finance#2231 · 1,268 sh | 1,268 | $265.1K | 0.13% | New |
| 2232 | OARSMAN CAPITAL#2232 · 1,267 sh | 1,267 | $264.9K | 0.03% | New |
| 2233 | Fortis Advisors#2233 · 1,267 sh | 1,267 | $264.8K | 0.12% | +0.6% |
| 2234 | FARMERS & MERCHANTS INVESTMENTS#2234 · 1,266 sh | 1,266 | $264.6K | — | +7.4% |
| 2235 | Asset One Wealth Management#2235 · 1,157 sh | 1,157 | $264.5K | 0.03% | -0.3% |
| 2236 | KELLEHER FINANCIAL ADVISORS#2236 · 1,265 sh | 1,265 | $264.4K | 0.04% | +74.7% |
| 2237 | SNS Financial Group#2237 · 1,262 sh | 1,262 | $263.9K | <0.01% | New |
| 2238 | Fortis Capital Management#2238 · 1,260 sh | 1,260 | $263.3K | 0.03% | New |
| 2239 | ENCOMPASS WEALTH ADVISORS#2239 · 1,259 sh | 1,259 | $263.2K | — | New |
| 2240 | ACTION POINT FINANCIAL PLANNING#2240 · 1,261 sh | 1,261 | $262.9K | 0.03% | New |
| 2241 | XXI WEALTH#2241 · 1,251 sh | 1,251 | $261.5K | — | +0.6% |
| 2242 | Stephenson & Company#2242 · 1,249 sh | 1,249 | $261.1K | 0.12% | 0.0% |
| 2243 | Lantz Financial#2243 · 1,248 sh | 1,248 | $260.9K | — | -0.8% |
| 2244 | Leisure Capital Management#2244 · 1,246 sh | 1,246 | $260.5K | 0.08% | 0.0% |
| 2245 | LRI Investments#2245 · 1,246 sh | 1,246 | $260.5K | 0.02% | +43.9% |
| 2246 | REICON WEALTH ADVISORS#2246 · 1,242 sh | 1,242 | $259.7K | 0.16% | +1.0% |
| 2247 | BLALOCK WILLIAMS#2247 · 1,242 sh | 1,242 | $259.6K | 0.17% | New |
| 2248 | Total Clarity Wealth Management#2248 · 1,240 sh | 1,240 | $259.2K | — | -6.1% |
| 2249 | Walker Asset Management#2249 · 1,237 sh | 1,237 | $258.6K | — | +0.3% |
| 2250 | Iron Financial#2250 · 1,235 sh | 1,235 | $258.3K | — | +0.7% |
| 2251 | Worth Asset Management#2251 · 1,234 sh | 1,234 | $257.9K | — | New |
| 2252 | Ballast#2252 · 1,230 sh | 1,230 | $257.1K | — | New |
| 2253 | Sunburst Financial Group#2253 · 1,226 sh | 1,226 | $256.3K | — | 0.0% |
| 2254 | TSFG#2254 · 1,223 sh | 1,223 | $256.0K | — | +14.4% |
| 2255 | Estabrook Capital Management#2255 · 2,455 sh | 2,455 | $255.4K | 0.03% | +68.7% |
| 2256 | Robinswood Financial#2256 · 1,216 sh | 1,216 | $254.3K | — | New |
| 2257 | ALLSTREET CAPITAL ADVISORS#2257 · 1,212 sh | 1,212 | $253.4K | 0.16% | New |
| 2258 | United Advisor Group#2258 · 1,210 sh | 1,210 | $253.0K | 0.03% | New |
| 2259 | Wilkins Miller Wealth Management#2259 · 1,210 sh | 1,210 | $252.9K | — | New |
| 2260 | J.Safra Asset Management#2260 · 1,209 sh | 1,209 | $252.7K | 0.01% | -0.9% |
| 2261 | Avise Financial Cooperative#2261 · 1,209 sh | 1,209 | $252.7K | 0.18% | New |
| 2262 | nVerses Capital#2262 · 1,202 sh | 1,202 | $251.3K | 0.39% | New |
| 2263 | Trace Wealth Advisors#2263 · 1,200 sh | 1,200 | $250.8K | 0.16% | New |
| 2264 | Washington Advisors#2264 · 1,198 sh | 1,198 | $250.4K | — | +0.6% |
| 2265 | UHLMANN PRICE SECURITIES#2265 · 1,198 sh | 1,198 | $250.4K | <0.01% | New |
| 2266 | BETO FINANCIAL GROUP#2266 · 1,187 sh | 1,187 | $250.4K | 0.13% | +3.4% |
| 2267 | SPINNAKER#2267 · 1,196 sh | 1,196 | $250.0K | 0.01% | New |
| 2268 | SSI INVESTMENT MANAGEMENT#2268 · 1,196 sh | 1,196 | $250.0K | 0.01% | New |
| 2269 | Friday Financial#2269 · 1,125 sh | 1,125 | $249.8K | — | New |
| 2270 | Stiles Financial Services#2270 · 1,191 sh | 1,191 | $249.1K | 0.06% | New |
| 2271 | FORBES J M & LLP#2271 · 1,186 sh | 1,186 | $247.9K | — | New |
| 2272 | EdgeRock Capital#2272 · 1,186 sh | 1,186 | $247.9K | 0.06% | New |
| 2273 | Cottage Street Advisors#2273 · 1,184 sh | 1,184 | $247.5K | — | -6.9% |
| 2274 | Compass Wealth Management#2274 · 1,184 sh | 1,184 | $247.5K | — | New |
| 2275 | Capstone Wealth Management#2275 · 1,182 sh | 1,182 | $247.1K | 0.11% | New |
| 2276 | William Mack & Associates#2276 · 1,178 sh | 1,178 | $246.2K | 0.09% | New |
| 2277 | SAXON INTERESTS#2277 · 1,178 sh | 1,178 | $246.2K | — | -7.8% |
| 2278 | Knuff#2278 · 1,175 sh | 1,175 | $245.6K | 0.06% | New |
| 2279 | National Philanthropic#2279 · 1,175 sh | 1,175 | $245.6K | <0.01% | New |
| 2280 | Sonoma Allocations#2280 · 1,152 sh | 1,152 | $245.3K | 0.08% | -19.0% |
| 2281 | M3 Advisory Group#2281 · 1,173 sh | 1,173 | $245.2K | 0.13% | New |
| 2282 | HHM Wealth Advisors#2282 · 1,173 sh | 1,173 | $245.1K | 0.02% | +9.6% |
| 2283 | Evolution Wealth Advisors#2283 · 1,166 sh | 1,166 | $243.7K | 0.03% | New |
| 2284 | Sherman Asset Management#2284 · 1,162 sh | 1,162 | $242.9K | 0.19% | 0.0% |
| 2285 | MOTIVE WEALTH ADVISORS#2285 · 1,162 sh | 1,162 | $242.9K | — | -10.8% |
| 2286 | Ducere Wealth Management#2286 · 1,159 sh | 1,159 | $242.3K | 0.07% | New |
| 2287 | SMITH CHAS P & ASSOCIATES PA CPAS#2287 · 1,158 sh | 1,158 | $242.1K | — | New |
| 2288 | CGN Advisors#2288 · 1,158 sh | 1,158 | $242.1K | — | New |
| 2289 | Armstrong, Fleming & Moore#2289 · 1,158 sh | 1,158 | $242.1K | 0.08% | New |
| 2290 | WEDGEWOOD INVESTORS#2290 · 1,155 sh | 1,155 | $241.4K | 0.25% | New |
| 2291 | GK Wealth Management#2291 · 1,154 sh | 1,154 | $241.1K | — | New |
| 2292 | Garde Capital#2292 · 1,153 sh | 1,153 | $241.0K | 0.01% | New |
| 2293 | TPG Advisors#2293 · 1,150 sh | 1,150 | $240.4K | — | New |
| 2294 | one8zero8#2294 · 1,150 sh | 1,150 | $240.4K | 0.05% | -8.0% |
| 2295 | Whelan Financial#2295 · 1,149 sh | 1,149 | $240.2K | 0.07% | New |
| 2296 | Fountainhead AM#2296 · 1,147 sh | 1,147 | $239.8K | 0.18% | -11.6% |
| 2297 | LIBERTY WEALTH MANAGEMENT#2297 · 1,453 sh | 1,453 | $239.2K | 0.03% | 0.0% |
| 2298 | Steigerwald, Gordon & Koch#2298 · 1,142 sh | 1,142 | $238.7K | 0.02% | +5.3% |
| 2299 | Cannon Financial Strategists#2299 · 1,141 sh | 1,141 | $238.5K | — | New |
| 2300 | First American Bank#2300 · 1,141 sh | 1,141 | $238.5K | 0.01% | New |
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.