MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | Broderick Brian C#2401 · 1,011 sh | 1,011 | $211.3K | 0.03% | New |
| 2402 | Paladin Advisory Group#2402 · 1,011 sh | 1,011 | $211.3K | 0.14% | 0.0% |
| 2403 | Brio Consultants#2403 · 1,010 sh | 1,010 | $211.1K | 0.02% | -13.3% |
| 2404 | Accuvest Global Advisors#2404 · 1,010 sh | 1,010 | $211.0K | 0.18% | New |
| 2405 | Carson Advisory#2405 · 1,008 sh | 1,008 | $210.8K | 0.10% | New |
| 2406 | Rodgers Brothers#2406 · 1,006 sh | 1,006 | $210.3K | 0.02% | New |
| 2407 | Sound Financial Strategies Group#2407 · 1,006 sh | 1,006 | $210.3K | 0.13% | New |
| 2408 | Galvin, Gaustad & Stein#2408 · 1,003 sh | 1,003 | $209.7K | — | New |
| 2409 | NESTEGG ADVISORS#2409 · 1,002 sh | 1,002 | $209.6K | — | New |
| 2410 | Benchmark Financial Wealth Advisors#2410 · 1,002 sh | 1,002 | $209.5K | — | New |
| 2411 | PARTHENON#2411 · 1,000 sh | 1,000 | $209.0K | — | New |
| 2412 | MONETARY MANAGEMENT GROUP#2412 · 1,000 sh | 1,000 | $209.0K | 0.04% | 0.0% |
| 2413 | HARBOUR INVESTMENT MANAGEMENT#2413 · 1,000 sh | 1,000 | $209.0K | 0.11% | New |
| 2414 | RW Investment Management#2414 · 1,000 sh | 1,000 | $209.0K | 0.02% | New |
| 2415 | AF Advisors#2415 · 1,000 sh | 1,000 | $209.0K | 0.10% | New |
| 2416 | Centennial Bank#2416 · 1,000 sh | 1,000 | $209.0K | 0.07% | 0.0% |
| 2417 | PATHWAY WEALTH MANAGEMENT#2417 · 1,000 sh | 1,000 | $209.0K | — | New |
| 2418 | MATTERS CAPITAL#2418 · 998 sh | 998 | $208.6K | 0.15% | New |
| 2419 | TRILLIUM ASSET MANAGEMENT#2419 · 997 sh | 997 | $208.4K | <0.01% | -20.7% |
| 2420 | Clark Asset Management#2420 · 996 sh | 996 | $208.2K | — | New |
| 2421 | Centennial Wealth Advisory#2421 · 995 sh | 995 | $208.0K | — | New |
| 2422 | PSI Advisors#2422 · 994 sh | 994 | $207.8K | 0.05% | New |
| 2423 | Traveka Wealth#2423 · 994 sh | 994 | $207.7K | — | New |
| 2424 | Independent Wealth Network#2424 · 994 sh | 994 | $207.7K | — | New |
| 2425 | Morey & Quinn Wealth Partners#2425 · 993 sh | 993 | $207.6K | 0.13% | New |
| 2426 | Stonebridge Financial Group#2426 · 993 sh | 993 | $207.6K | — | New |
| 2427 | Teamwork Financial Advisors#2427 · 992 sh | 992 | $207.4K | — | New |
| 2428 | Financial Plan#2428 · 992 sh | 992 | $207.4K | 0.02% | New |
| 2429 | Cross Staff Investments#2429 · 991 sh | 991 | $207.2K | — | New |
| 2430 | VAUGHAN DAVID INVESTMENTS#2430 · 989 sh | 989 | $207.0K | <0.01% | New |
| 2431 | Strategic Wealth Advisors#2431 · 1,170 sh | 1,170 | $207.0K | 0.18% | +20.6% |
| 2432 | Invst#2432 · 988 sh | 988 | $206.6K | 0.02% | New |
| 2433 | KG&L Capital Management#2433 · 987 sh | 987 | $206.3K | — | New |
| 2434 | Corps Capital Advisors#2434 · 987 sh | 987 | $206.3K | 0.17% | New |
| 2435 | SEEDS INVESTOR#2435 · 986 sh | 986 | $206.0K | 0.02% | New |
| 2436 | Gator Capital Management#2436 · 985 sh | 985 | $205.9K | 0.04% | New |
| 2437 | VERUS CAPITAL PARTNERS#2437 · 984 sh | 984 | $205.7K | 0.01% | New |
| 2438 | CAPITAL WEALTH MANAGEMENT#2438 · 983 sh | 983 | $205.5K | 0.05% | New |
| 2439 | NorthStar Asset Management#2439 · 983 sh | 983 | $205.4K | 0.08% | New |
| 2440 | Y.D. More Investments Ltd#2440 · 982 sh | 982 | $205.3K | <0.01% | +2.8% |
| 2441 | LAUREL OAK WEALTH MANAGEMENT#2441 · 981 sh | 981 | $205.1K | — | New |
| 2442 | ALTFEST L J#2442 · 980 sh | 980 | $204.9K | 0.02% | New |
| 2443 | Riverview Capital Advisers#2443 · 979 sh | 979 | $204.7K | 0.06% | New |
| 2444 | HTG Investment Advisors#2444 · 977 sh | 977 | $204.2K | 0.05% | -40.0% |
| 2445 | MIDLAND WEALTH ADVISORS#2445 · 977 sh | 977 | $204.2K | — | New |
| 2446 | First Command Advisory Services#2446 · 4,703 sh | 4,703 | $204.1K | <0.01% | +163.0% |
| 2447 | Hanson & Doremus Investment Management#2447 · 975 sh | 975 | $204.0K | — | 0.0% |
| 2448 | BCV Asset Management#2448 · 960 sh | 960 | $203.7K | <0.01% | New |
| 2449 | D.B. Root & Company#2449 · 974 sh | 974 | $203.6K | 0.04% | New |
| 2450 | Demars Financial Group#2450 · 970 sh | 970 | $202.8K | — | New |
| 2451 | FIDELITY D & D BANCORP#2451 · 968 sh | 968 | $202.4K | 0.07% | New |
| 2452 | Kelly Financial Services#2452 · 968 sh | 968 | $202.3K | — | New |
| 2453 | Syntegra Private Wealth Group#2453 · 964 sh | 964 | $201.6K | — | New |
| 2454 | Generation Capital Management#2454 · 963 sh | 963 | $201.3K | 0.12% | New |
| 2455 | DV Trading#2455 · 962 sh | 962 | $201.1K | <0.01% | -77.5% |
| 2456 | TCP Asset Management#2456 · 962 sh | 962 | $201.1K | — | New |
| 2457 | Adelphi#2457 · 962 sh | 962 | $201.1K | — | New |
| 2458 | Paulson Wealth Management#2458 · 961 sh | 961 | $200.9K | 0.04% | New |
| 2459 | PATRON PARTNERS#2459 · 961 sh | 961 | $200.9K | 0.08% | New |
| 2460 | MV CAPITAL MANAGEMENT#2460 · 960 sh | 960 | $200.7K | 0.02% | -1.0% |
| 2461 | Blue Edge Capital#2461 · 959 sh | 959 | $200.5K | 0.02% | -21.1% |
| 2462 | Greykasell Wealth Strategies#2462 · 958 sh | 958 | $200.2K | 0.07% | +0.1% |
| 2463 | JT Stratford#2463 · 957 sh | 957 | $200.1K | 0.02% | New |
| 2464 | WPG Advisers#2464 · 946 sh | 946 | $197.8K | 0.12% | +24.8% |
| 2465 | SOA Wealth Advisors#2465 · 945 sh | 945 | $197.5K | 0.03% | -4.0% |
| 2466 | CALDWELL SUTTER CAPITAL#2466 · 926 sh | 926 | $193.6K | 0.07% | +0.8% |
| 2467 | Financial Life Planners#2467 · 915 sh | 915 | $191.2K | 0.12% | +0.5% |
| 2468 | Wellington Shields#2468 · 911 sh | 911 | $190.4K | 0.04% | 0.0% |
| 2469 | FLAGSHIP WEALTH ADVISORS#2469 · 896 sh | 896 | $187.3K | 0.04% | +126.3% |
| 2470 | GGM Financials#2470 · 895 sh | 895 | $187.1K | 0.07% | +0.4% |
| 2471 | Gleason Group#2471 · 893 sh | 893 | $186.8K | — | +10.7% |
| 2472 | Regatta Research & Money Management#2472 · 891 sh | 891 | $186.0K | 0.18% | — |
| 2473 | AXS Investments#2473 · 883 sh | 883 | $184.6K | 0.05% | -14.9% |
| 2474 | OGOREK ANTHONY JOSEPH /NY#2474 · 875 sh | 875 | $183.0K | 0.05% | -7.4% |
| 2475 | RICHARDSON FINANCIAL SERVICES#2475 · 867 sh | 867 | $181.2K | 0.10% | -3.0% |
| 2476 | VIMA#2476 · 1,842 sh | 1,842 | $179.5K | — | — |
| 2477 | Kozak & Associates#2477 · 826 sh | 826 | $174.9K | 0.03% | +0.6% |
| 2478 | McMillan Office#2478 · 7,267 sh | 7,267 | $174.6K | 0.02% | 0.0% |
| 2479 | Cedar Mountain Advisors#2479 · 832 sh | 832 | $173.9K | — | +540.0% |
| 2480 | Glass Jacobson Investment Advisors#2480 · 828 sh | 828 | $173.1K | — | New |
| 2481 | PENSION & WEALTH MANAGEMENT ADVISORS#2481 · 825 sh | 825 | $172.7K | — | -13.7% |
| 2482 | SRH ADVISORS#2482 · 823 sh | 823 | $172.0K | — | +0.5% |
| 2483 | THOMPSON INVESTMENT MANAGEMENT#2483 · 808 sh | 808 | $168.8K | — | 0.0% |
| 2484 | PARK CIRCLE#2484 · 800 sh | 800 | $167.2K | 0.14% | 0.0% |
| 2485 | Sachetta#2485 · 799 sh | 799 | $167.0K | 0.08% | +22.7% |
| 2486 | Cranbrook Wealth Management#2486 · 780 sh | 780 | $163.1K | 0.03% | -1.0% |
| 2487 | MCDONALD PARTNERS#2487 · 780 sh | 780 | $163.1K | 0.04% | New |
| 2488 | Trust Co#2488 · 763 sh | 763 | $159.5K | — | -20.8% |
| 2489 | Cape Investment Advisory#2489 · 752 sh | 752 | $157.2K | — | New |
| 2490 | Cornerstone Planning Group#2490 · 704 sh | 704 | $153.9K | — | +14.7% |
| 2491 | Ameliora Wealth Management Ltd.#2491 · 724 sh | 724 | $151.3K | — | 0.0% |
| 2492 | 1248 Management#2492 · 714 sh | 714 | $149.3K | 0.06% | 0.0% |
| 2493 | Halbert, Hargrove/Russell#2493 · 711 sh | 711 | $148.6K | — | +1.7% |
| 2494 | Cornerstone Financial Management#2494 · 706 sh | 706 | $147.6K | 0.12% | +11.0% |
| 2495 | Nalls Sherbakoff Group#2495 · 705 sh | 705 | $147.4K | 0.10% | +0.4% |
| 2496 | Bell Investment Advisors#2496 · 702 sh | 702 | $146.7K | 0.02% | +1.7% |
| 2497 | Physician Wealth Advisors#2497 · 698 sh | 698 | $145.8K | — | +13.3% |
| 2498 | Murphy & Mullick Capital Management#2498 · 693 sh | 693 | $144.8K | 0.09% | +0.1% |
| 2499 | GILL CAPITAL PARTNERS#2499 · 686 sh | 686 | $143.4K | — | +100.0% |
| 2500 | Miller Global Investments#2500 · 686 sh | 686 | $143.4K | — | +51.4% |
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.