MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Clearstead#2501 · 683 sh | 683 | $142.8K | 0.02% | -1.4% |
| 2502 | HOLLENCREST SECURITIES#2502 · 681 sh | 681 | $142.4K | <0.01% | +0.3% |
| 2503 | Fortitude Family Office#2503 · 674 sh | 674 | $140.9K | — | +3.5% |
| 2504 | Essential Investment Partners#2504 · 672 sh | 672 | $140.5K | 0.11% | 0.0% |
| 2505 | Align Financial#2505 · 649 sh | 649 | $135.7K | — | 0.0% |
| 2506 | SOUTHERN MICHIGAN BANK &#2506 · 641 sh | 641 | $134.0K | — | -20.1% |
| 2507 | FIRST UNITED BANK#2507 · 627 sh | 627 | $131.1K | — | +10.4% |
| 2508 | Salomon & Ludwin#2508 · 611 sh | 611 | $129.4K | 0.01% | -0.3% |
| 2509 | ROWLANDMILLER & PARTNERS.ADV#2509 · 611 sh | 611 | $127.7K | 0.02% | 0.0% |
| 2510 | United Financial Planning Group#2510 · 610 sh | 610 | $127.5K | 0.06% | 0.0% |
| 2511 | BFSG#2511 · 595 sh | 595 | $124.4K | 0.01% | 0.0% |
| 2512 | Intesa Sanpaolo Wealth Management#2512 · 595 sh | 595 | $124.4K | 0.02% | -3.1% |
| 2513 | Ares Financial Consulting#2513 · 594 sh | 594 | $124.2K | — | +66.9% |
| 2514 | Horrell Capital Management#2514 · 583 sh | 583 | $121.9K | — | 0.0% |
| 2515 | MeadowBrook Investment Advisors#2515 · 575 sh | 575 | $120.2K | 0.10% | 0.0% |
| 2516 | FIRST FINANCIAL#2516 · 554 sh | 554 | $115.8K | — | 0.0% |
| 2517 | High Point Wealth Management#2517 · 539 sh | 539 | $112.8K | 0.09% | -26.8% |
| 2518 | GoalVest Advisory#2518 · 537 sh | 537 | $112.3K | — | +26.4% |
| 2519 | Delos Wealth Advisors#2519 · 517 sh | 517 | $108.1K | 0.06% | 0.0% |
| 2520 | ORG Wealth Partners#2520 · 514 sh | 514 | $107.4K | 0.02% | 0.0% |
| 2521 | James T. Borello RIA#2521 · 507 sh | 507 | $106.0K | — | +30.7% |
| 2522 | HAGER INVESTMENT MANAGEMENT SERVICES#2522 · 504 sh | 504 | $105.4K | 0.05% | -16.0% |
| 2523 | Networth Advisors#2523 · 503 sh | 503 | $105.1K | 0.06% | -8.2% |
| 2524 | Corsicana#2524 · 500 sh | 500 | $104.5K | 0.05% | 0.0% |
| 2525 | UNION SAVINGS BANK#2525 · 499 sh | 499 | $104.3K | — | 0.0% |
| 2526 | Beutel, Goodman & Ltd.#2526 · 500 sh | 500 | $104.0K | <0.01% | 0.0% |
| 2527 | Dogwood Wealth Management#2527 · 497 sh | 497 | $103.9K | 0.04% | +18.1% |
| 2528 | Moisand Fitzgerald Tamayo#2528 · 491 sh | 491 | $102.6K | — | +30.2% |
| 2529 | GABLES CAPITAL MANAGEMENT#2529 · 478 sh | 478 | $99.9K | 0.04% | +364.1% |
| 2530 | Accordant Advisory Group#2530 · 470 sh | 470 | $98.2K | 0.07% | 0.0% |
| 2531 | SJS Investment Consulting#2531 · 469 sh | 469 | $98.0K | — | +46.1% |
| 2532 | Tradewinds Capital Management#2532 · 469 sh | 469 | $98.0K | — | -8.9% |
| 2533 | Rakuten Securities#2533 · 468 sh | 468 | $97.8K | 0.02% | -22.3% |
| 2534 | Westfuller Advisors#2534 · 468 sh | 468 | $97.8K | 0.04% | +11.2% |
| 2535 | Ancora Advisors#2535 · 458 sh | 458 | $95.8K | <0.01% | -48.1% |
| 2536 | Princeton Global Asset Management#2536 · 452 sh | 452 | $94.5K | — | -0.4% |
| 2537 | REAP Financial Group#2537 · 450 sh | 450 | $94.2K | 0.02% | -0.4% |
| 2538 | RMG Wealth Management#2538 · 427 sh | 427 | $92.9K | — | +72.2% |
| 2539 | Marshall & Sterling Wealth Advisors#2539 · 440 sh | 440 | $91.9K | 0.05% | 0.0% |
| 2540 | VSM Wealth Advisory#2540 · 431 sh | 431 | $90.1K | 0.02% | +0.2% |
| 2541 | Covestor Ltd#2541 · 430 sh | 430 | $90.0K | 0.05% | -22.5% |
| 2542 | Atlantic Edge Private Wealth Management#2542 · 430 sh | 430 | $89.9K | — | 0.0% |
| 2543 | Kemnay Advisory Services#2543 · 428 sh | 428 | $89.5K | 0.01% | +9.7% |
| 2544 | SITTNER & NELSON#2544 · 421 sh | 421 | $88.0K | 0.03% | -2.8% |
| 2545 | DiNuzzo Private Wealth#2545 · 420 sh | 420 | $87.8K | — | 0.0% |
| 2546 | Index Technologies Group#2546 · 420 sh | 420 | $87.8K | 0.07% | New |
| 2547 | True Wealth Design#2547 · 411 sh | 411 | $85.9K | — | +13.9% |
| 2548 | Solstein Capital#2548 · 399 sh | 399 | $83.4K | 0.03% | 0.0% |
| 2549 | Byrne Asset Management#2549 · 759 sh | 759 | $82.9K | — | +15.2% |
| 2550 | VAQUERO PRIVATE WEALTH, LTD#2550 · 393 sh | 393 | $82.2K | 0.02% | — |
| 2551 | TOUNJIAN ADVISORY PARTNERS#2551 · 382 sh | 382 | $79.9K | 0.03% | -97.0% |
| 2552 | Roxbury Financial#2552 · 378 sh | 378 | $79.1K | — | +0.3% |
| 2553 | StrongBox Wealth#2553 · 378 sh | 378 | $79.0K | 0.02% | New |
| 2554 | FIRST COMMUNITY NA#2554 · 373 sh | 373 | $78.0K | — | 0.0% |
| 2555 | Joseph Group Capital Management#2555 · 369 sh | 369 | $77.1K | 0.02% | +71.6% |
| 2556 | ESSEX INVESTMENT MANAGEMENT#2556 · 363 sh | 363 | $75.9K | — | 0.0% |
| 2557 | ESL Services#2557 · 360 sh | 360 | $75.3K | 0.01% | 0.0% |
| 2558 | Newton One Investments#2558 · 355 sh | 355 | $74.2K | — | New |
| 2559 | Addison Advisors#2559 · 351 sh | 351 | $73.4K | 0.03% | -93.1% |
| 2560 | 1015 Capital Partners#2560 · 339 sh | 339 | $70.9K | 0.06% | 0.0% |
| 2561 | Wellington Grp#2561 · 430 sh | 430 | $70.8K | 0.02% | 0.0% |
| 2562 | DHJJ Financial Advisors, Ltd.#2562 · 338 sh | 338 | $70.7K | — | 0.0% |
| 2563 | Napier Financial#2563 · 338 sh | 338 | $70.7K | 0.01% | -2.0% |
| 2564 | Financial Network Wealth Advisors#2564 · 335 sh | 335 | $70.0K | 0.07% | -6.9% |
| 2565 | MCGUIRE CAPITAL ADVISORS#2565 · 331 sh | 331 | $69.2K | 0.04% | +12.2% |
| 2566 | HORIZON FINANCIAL SERVICES#2566 · 327 sh | 327 | $68.4K | 0.03% | +87.9% |
| 2567 | Synergy Investment Management#2567 · 334 sh | 334 | $68.2K | 0.02% | +267.0% |
| 2568 | LifeSteps Financial#2568 · 314 sh | 314 | $65.6K | — | New |
| 2569 | Field & Main Bank#2569 · 310 sh | 310 | $64.8K | 0.01% | New |
| 2570 | Boreal Capital Management#2570 · 310 sh | 310 | $64.8K | 0.05% | 0.0% |
| 2571 | Main Street Group, LTD#2571 · 307 sh | 307 | $64.2K | 0.01% | 0.0% |
| 2572 | Rossby Financial, LCC#2572 · 305 sh | 305 | $63.8K | 0.01% | +28.2% |
| 2573 | EVERMAY WEALTH MANAGEMENT#2573 · 303 sh | 303 | $63.3K | <0.01% | +315.1% |
| 2574 | MARYLAND CAPITAL ADVISORS#2574 · 303 sh | 303 | $63.3K | — | — |
| 2575 | Access Investment Management#2575 · 303 sh | 303 | $63.3K | — | 0.0% |
| 2576 | E Fund Management (Hong Kong) , Ltd.#2576 · 301 sh | 301 | $62.9K | 0.02% | +138.9% |
| 2577 | SUMITOMO MITSUI FINANCIAL GROUP#2577 · 300 sh | 300 | $62.7K | <0.01% | New |
| 2578 | Plante Moran Financial Advisors#2578 · 297 sh | 297 | $62.2K | <0.01% | +18.8% |
| 2579 | Kilter Group#2579 · 289 sh | 289 | $60.4K | 0.02% | -14.2% |
| 2580 | Paladin Partners#2580 · 289 sh | 289 | $60.4K | — | 0.0% |
| 2581 | ZRC WEALTH MANAGEMENT#2581 · 288 sh | 288 | $60.2K | — | +94.6% |
| 2582 | Arlington#2582 · 286 sh | 286 | $59.8K | — | +17.2% |
| 2583 | MILLER WEALTH ADVISORS#2583 · 285 sh | 285 | $59.6K | 0.03% | 0.0% |
| 2584 | Avion Wealth#2584 · 284 sh | 284 | $59.0K | 0.01% | +20.9% |
| 2585 | Nova Wealth Management#2585 · 278 sh | 278 | $58.2K | 0.03% | +110.6% |
| 2586 | Caitlin John#2586 · 277 sh | 277 | $57.9K | 0.03% | +529.5% |
| 2587 | Triumph Capital Management#2587 · 276 sh | 276 | $57.8K | — | +0.7% |
| 2588 | Hickory Point Bank#2588 · 271 sh | 271 | $56.6K | — | 0.0% |
| 2589 | Bank#2589 · 265 sh | 265 | $55.4K | — | 0.0% |
| 2590 | PlanVest Financial#2590 · 260 sh | 260 | $54.4K | 0.04% | 0.0% |
| 2591 | Premier Financial Group#2591 · 252 sh | 252 | $52.7K | 0.01% | New |
| 2592 | Quest 10 Wealth Builders#2592 · 251 sh | 251 | $52.6K | 0.04% | +0.8% |
| 2593 | Dunhill Financial#2593 · 246 sh | 246 | $51.5K | 0.01% | +40.6% |
| 2594 | Atomic Invest#2594 · 242 sh | 242 | $51.3K | <0.01% | +13.1% |
| 2595 | Activest Wealth Management#2595 · 244 sh | 244 | $50.9K | — | -60.8% |
| 2596 | HIGHLINE WEALTH PARTNERS#2596 · 240 sh | 240 | $50.3K | — | +25.0% |
| 2597 | Davis Capital Management#2597 · 237 sh | 237 | $49.5K | — | +12.3% |
| 2598 | FWL INVESTMENT MANAGEMENT#2598 · 237 sh | 237 | $49.5K | <0.01% | New |
| 2599 | Birchwood Financial Partners#2599 · 236 sh | 236 | $49.3K | 0.04% | 0.0% |
| 2600 | Capula Management Ltd#2600 · 224 sh | 224 | $46.8K | <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.