MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Stronghold Wealth Management L.L.C.#2301 · 1,140 sh | 1,140 | $238.3K | — | New |
| 2302 | Verum Partners#2302 · 1,135 sh | 1,135 | $237.3K | — | New |
| 2303 | Millington Financial Advisors#2303 · 1,100 sh | 1,100 | $237.1K | 0.09% | New |
| 2304 | Virtue Capital Management#2304 · 1,131 sh | 1,131 | $236.4K | 0.03% | -17.1% |
| 2305 | Lineweaver Wealth Advisors#2305 · 1,131 sh | 1,131 | $236.4K | — | New |
| 2306 | INGALLS & SNYDER#2306 · 1,127 sh | 1,127 | $236.0K | <0.01% | New |
| 2307 | Centurion Wealth Management#2307 · 1,128 sh | 1,128 | $235.7K | — | -31.4% |
| 2308 | HOHIMER WEALTH MANAGEMENT#2308 · 1,127 sh | 1,127 | $235.6K | 0.02% | New |
| 2309 | GSG Advisors#2309 · 1,125 sh | 1,125 | $235.2K | 0.05% | New |
| 2310 | FDx Advisors#2310 · 1,122 sh | 1,122 | $235.0K | 0.07% | -24.8% |
| 2311 | Hofer & Associates.#2311 · 1,124 sh | 1,124 | $235.0K | — | New |
| 2312 | CCG WEALTH MANAGEMENT#2312 · 1,124 sh | 1,124 | $235.0K | 0.05% | New |
| 2313 | Stonebridge Financial Planning Group#2313 · 1,120 sh | 1,120 | $234.1K | 0.07% | New |
| 2314 | Strid Group#2314 · 1,118 sh | 1,118 | $233.8K | 0.03% | New |
| 2315 | OF VIRGINIA#2315 · 1,116 sh | 1,116 | $233.3K | — | New |
| 2316 | NORRIS PERNE & FRENCH LLP#2316 · 1,115 sh | 1,115 | $233.1K | — | New |
| 2317 | GRANITE ISLANDS PRIVATE WEALTH#2317 · 1,130 sh | 1,130 | $233.0K | — | New |
| 2318 | Curran Financial Partners#2318 · 1,114 sh | 1,114 | $232.9K | 0.03% | New |
| 2319 | DAVIDSON#2319 · 1,112 sh | 1,112 | $232.5K | — | New |
| 2320 | Colonial / SC#2320 · 1,106 sh | 1,106 | $231.2K | 0.03% | -9.6% |
| 2321 | Financial Partners Group#2321 · 1,102 sh | 1,102 | $230.5K | — | New |
| 2322 | Inspire Advisors#2322 · 1,101 sh | 1,101 | $230.2K | 0.02% | New |
| 2323 | First Western Bank#2323 · 1,101 sh | 1,101 | $230.2K | 0.01% | New |
| 2324 | Millstone Evans Group#2324 · 1,101 sh | 1,101 | $230.2K | 0.12% | +1.7% |
| 2325 | CTC Alternative Strategies, Ltd.#2325 · 1,100 sh | 1,100 | $229.9K | 0.33% | New |
| 2326 | Burton Enright Welch#2326 · 1,100 sh | 1,100 | $229.9K | 0.03% | New |
| 2327 | Ullmann Wealth Partners Group#2327 · 1,098 sh | 1,098 | $229.5K | 0.02% | New |
| 2328 | Destiny Wealth Partners#2328 · 1,087 sh | 1,087 | $228.7K | 0.03% | +334.8% |
| 2329 | McGlone Suttner Wealth Management#2329 · 1,093 sh | 1,093 | $228.5K | — | New |
| 2330 | LWM Advisory Services#2330 · 1,093 sh | 1,093 | $228.5K | 0.41% | New |
| 2331 | Kapstone Financial Advisors#2331 · 1,091 sh | 1,091 | $228.1K | 0.10% | New |
| 2332 | CMT Capital Markets Trading GmbH#2332 · 1,093 sh | 1,093 | $228.0K | <0.01% | -69.4% |
| 2333 | Granite Investment Partners#2333 · 1,090 sh | 1,090 | $227.9K | 0.01% | New |
| 2334 | Aberdeen Wealth Management#2334 · 1,087 sh | 1,087 | $227.2K | 0.11% | New |
| 2335 | PIONEER BANK N A#2335 · 1,085 sh | 1,085 | $226.8K | 0.05% | New |
| 2336 | Valtrion Capital Management#2336 · 1,084 sh | 1,084 | $226.6K | 0.17% | New |
| 2337 | COTTONWOOD CAPITAL ADVISORS#2337 · 1,084 sh | 1,084 | $226.5K | — | New |
| 2338 | Semus Wealth Partners#2338 · 1,083 sh | 1,083 | $226.4K | — | New |
| 2339 | Holistic Financial Partners#2339 · 1,081 sh | 1,081 | $226.0K | 0.14% | -41.2% |
| 2340 | Scissortail Wealth Management#2340 · 1,081 sh | 1,081 | $226.0K | 0.04% | New |
| 2341 | Optivise Advisory Services#2341 · 1,081 sh | 1,081 | $225.9K | — | New |
| 2342 | SMITHBRIDGE ASSET MANAGEMENT#2342 · 1,080 sh | 1,080 | $225.8K | — | New |
| 2343 | FIRST FINANCIAL BANKSHARES#2343 · 1,080 sh | 1,080 | $225.8K | <0.01% | New |
| 2344 | Empirical Asset Management#2344 · 1,072 sh | 1,072 | $224.2K | 0.05% | New |
| 2345 | Garrett Wealth Advisory Group#2345 · 1,069 sh | 1,069 | $223.5K | — | New |
| 2346 | Affinity Capital Advisors#2346 · 1,006 sh | 1,006 | $223.4K | — | New |
| 2347 | Worth Financial Advisory Group#2347 · 1,068 sh | 1,068 | $223.3K | — | New |
| 2348 | Warburton Capital Management#2348 · 1,069 sh | 1,069 | $223.0K | 0.09% | New |
| 2349 | Massar Capital Management#2349 · 1,066 sh | 1,066 | $222.8K | 0.02% | New |
| 2350 | Keystone Wealth Services#2350 · 1,063 sh | 1,063 | $222.1K | 0.04% | New |
| 2351 | PHILLIPS FINANCIAL MANAGEMENT#2351 · 1,062 sh | 1,062 | $222.0K | — | New |
| 2352 | Everest Management#2352 · 1,059 sh | 1,059 | $221.4K | 0.08% | New |
| 2353 | Vilga Financial Planning#2353 · 1,058 sh | 1,058 | $221.2K | — | New |
| 2354 | Grey Ledge Advisors#2354 · 1,057 sh | 1,057 | $221.0K | 0.04% | New |
| 2355 | General Partner#2355 · 1,057 sh | 1,057 | $221.0K | — | 0.0% |
| 2356 | TILIA FIDUCIARY PARTNERS#2356 · 1,057 sh | 1,057 | $221.0K | — | New |
| 2357 | Bogart Wealth#2357 · 1,055 sh | 1,055 | $220.5K | <0.01% | +10.9% |
| 2358 | CHARTER RESEARCH & INVESTMENT GROUP#2358 · 1,054 sh | 1,054 | $220.3K | 0.13% | New |
| 2359 | INVENIO WEALTH PARTNERS#2359 · 1,053 sh | 1,053 | $220.1K | — | New |
| 2360 | Connecticut Capital Management Group#2360 · 1,053 sh | 1,053 | $220.1K | 0.18% | New |
| 2361 | SMITH SHELLNUT WILSON#2361 · 1,052 sh | 1,052 | $219.9K | — | New |
| 2362 | SARD WEALTH MANAGEMENT GROUP#2362 · 1,051 sh | 1,051 | $219.8K | — | New |
| 2363 | Alpine Bank Wealth Management#2363 · 1,050 sh | 1,050 | $219.5K | — | New |
| 2364 | PW Nova Financial Services#2364 · 1,050 sh | 1,050 | $219.5K | — | New |
| 2365 | VIRTUS ADVISERS#2365 · 1,049 sh | 1,049 | $219.3K | 0.08% | +1.5% |
| 2366 | JACOBS#2366 · 1,052 sh | 1,052 | $219.0K | — | New |
| 2367 | PFC CAPITAL GROUP#2367 · 1,050 sh | 1,050 | $219.0K | 0.08% | New |
| 2368 | Concentrum Wealth Management#2368 · 1,047 sh | 1,047 | $218.9K | 0.05% | New |
| 2369 | Maia Wealth#2369 · 1,047 sh | 1,047 | $218.9K | — | New |
| 2370 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#2370 · 1,047 sh | 1,047 | $218.9K | — | New |
| 2371 | OKABENA INVESTMENT SERVICES#2371 · 1,044 sh | 1,044 | $218.2K | 0.04% | New |
| 2372 | VANCE WEALTH#2372 · 1,040 sh | 1,040 | $217.4K | 0.05% | New |
| 2373 | CYPRESS ASSET MANAGEMENT#2373 · 1,040 sh | 1,040 | $217.4K | — | New |
| 2374 | GARRISON POINT ADVISORS#2374 · 1,038 sh | 1,038 | $217.0K | 0.09% | New |
| 2375 | Hilltop National Bank#2375 · 1,037 sh | 1,037 | $216.8K | — | -6.8% |
| 2376 | MAIRS & POWER#2376 · 1,036 sh | 1,036 | $216.6K | <0.01% | New |
| 2377 | FOUNDERS GROVE WEALTH PARTNERS#2377 · 1,034 sh | 1,034 | $216.1K | — | New |
| 2378 | Gilliland Jeter Wealth Management#2378 · 1,033 sh | 1,033 | $216.0K | 0.06% | New |
| 2379 | Archford Capital Strategies#2379 · 1,033 sh | 1,033 | $215.9K | — | New |
| 2380 | Signature Equity Partners#2380 · 1,033 sh | 1,033 | $215.9K | 0.10% | -1.1% |
| 2381 | Orca Wealth Management#2381 · 1,033 sh | 1,033 | $215.8K | — | New |
| 2382 | CARDIFF PARK ADVISORS#2382 · 1,032 sh | 1,032 | $215.7K | 0.02% | New |
| 2383 | Ellenbecker Investment Group#2383 · 1,031 sh | 1,031 | $215.7K | 0.03% | New |
| 2384 | Future Financial Wealth Managment#2384 · 1,000 sh | 1,000 | $215.2K | — | New |
| 2385 | COLTON GROOME FINANCIAL ADVISORS#2385 · 1,025 sh | 1,025 | $214.2K | — | New |
| 2386 | PRING TURNER CAPITAL GROUP#2386 · 1,000 sh | 1,000 | $213.8K | 0.12% | New |
| 2387 | Clarity Financial#2387 · 1,021 sh | 1,021 | $213.5K | 0.02% | New |
| 2388 | PKS Advisory Services#2388 · 1,021 sh | 1,021 | $213.4K | — | New |
| 2389 | Vantage Point Financial#2389 · 1,020 sh | 1,020 | $213.3K | 0.07% | New |
| 2390 | JACKSON SQUARE CAPITAL#2390 · 1,019 sh | 1,019 | $213.0K | — | New |
| 2391 | Meridian Wealth Partners#2391 · 1,018 sh | 1,018 | $212.8K | 0.03% | New |
| 2392 | MARIPAU WEALTH MANAGEMENT#2392 · 1,016 sh | 1,016 | $212.5K | 0.08% | New |
| 2393 | Liberty Capital Management#2393 · 1,015 sh | 1,015 | $212.2K | 0.04% | — |
| 2394 | Trek Financial#2394 · 1,015 sh | 1,015 | $212.2K | 0.01% | New |
| 2395 | Nvest Financial#2395 · 1,015 sh | 1,015 | $212.1K | 0.07% | New |
| 2396 | Arta Finance Wealth Management#2396 · 1,014 sh | 1,014 | $212.0K | 0.09% | New |
| 2397 | ELEVATUS WELATH MANAGEMENT#2397 · 1,014 sh | 1,014 | $211.9K | — | New |
| 2398 | VeraBank, N.A.#2398 · 1,012 sh | 1,012 | $211.5K | 0.04% | New |
| 2399 | Berman McAleer#2399 · 1,012 sh | 1,012 | $211.5K | — | New |
| 2400 | Greenline Wealth Management#2400 · 1,012 sh | 1,012 | $211.4K | 0.17% | 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.