MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Highland Investment Advisors#2601 · 220 sh | 220 | $45.9K | 0.02% | — |
| 2602 | MEEDER ASSET MANAGEMENT#2602 · 218 sh | 218 | $45.6K | <0.01% | +16.0% |
| 2603 | Eukles Asset Management#2603 · 217 sh | 217 | $45.4K | 0.02% | -9.2% |
| 2604 | Frazier Financial Advisors#2604 · 215 sh | 215 | $44.9K | 0.02% | -0.9% |
| 2605 | Gen-Wealth Partners#2605 · 211 sh | 211 | $44.1K | 0.01% | 0.0% |
| 2606 | Medallion Wealth Advisors#2606 · 388 sh | 388 | $43.4K | 0.01% | +39.6% |
| 2607 | High Note Wealth#2607 · 205 sh | 205 | $42.9K | <0.01% | +5.7% |
| 2608 | 10Elms LLP#2608 · 202 sh | 202 | $42.2K | 0.02% | 0.0% |
| 2609 | Beaird Harris Wealth Management#2609 · 202 sh | 202 | $42.2K | <0.01% | 0.0% |
| 2610 | Close Asset Management Ltd#2610 · 200 sh | 200 | $42.0K | <0.01% | 0.0% |
| 2611 | MTM Investment Management#2611 · 200 sh | 200 | $41.8K | 0.01% | 0.0% |
| 2612 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2612 · 200 sh | 200 | $41.8K | 0.02% | New |
| 2613 | Turim 21 Investimentos Ltda.#2613 · 194 sh | 194 | $40.6K | <0.01% | 0.0% |
| 2614 | EVOLUTION WEALTH MANAGEMENT#2614 · 194 sh | 194 | $40.6K | 0.02% | +35.7% |
| 2615 | Wilkerson Advisory Group#2615 · 193 sh | 193 | $40.3K | — | -8.1% |
| 2616 | IAG Wealth Partners#2616 · 190 sh | 190 | $39.7K | <0.01% | -42.4% |
| 2617 | BAYBAN#2617 · 188 sh | 188 | $39.3K | 0.03% | 0.0% |
| 2618 | Clark Wealth Partners#2618 · 185 sh | 185 | $38.8K | — | +1.1% |
| 2619 | S&T BANK#2619 · 185 sh | 185 | $38.7K | 0.01% | +39.1% |
| 2620 | BROADWATER CAPITAL MANAGEMENT#2620 · 183 sh | 183 | $38.3K | 0.03% | 0.0% |
| 2621 | Noble Wealth Management PBC#2621 · 181 sh | 181 | $37.8K | — | +2.8% |
| 2622 | Bare Financial Services#2622 · 178 sh | 178 | $37.2K | <0.01% | +104.6% |
| 2623 | Archer Investment#2623 · 176 sh | 176 | $36.7K | <0.01% | +0.6% |
| 2624 | Nvest Wealth Strategies#2624 · 175 sh | 175 | $36.6K | — | -58.1% |
| 2625 | Rialto Wealth Management#2625 · 173 sh | 173 | $36.2K | <0.01% | +60.2% |
| 2626 | Essential Partners#2626 · 172 sh | 172 | $36.0K | — | +20.3% |
| 2627 | Westside Investment Management#2627 · 171 sh | 171 | $35.7K | <0.01% | 0.0% |
| 2628 | Harborfront Financial Group#2628 · 169 sh | 169 | $35.4K | 0.13% | — |
| 2629 | ENTRUST FINANCIAL#2629 · 167 sh | 167 | $34.9K | 0.02% | -8.7% |
| 2630 | Silicon Valley Capital Partners#2630 · 164 sh | 164 | $34.2K | <0.01% | +0.6% |
| 2631 | Bay Harbor Wealth Management#2631 · 163 sh | 163 | $34.1K | <0.01% | +49.5% |
| 2632 | Brooklyn FI#2632 · 155 sh | 155 | $33.9K | <0.01% | New |
| 2633 | FINANCIAL CONSULATE#2633 · 162 sh | 162 | $33.9K | — | +110.4% |
| 2634 | MANNING & NAPIER ADVISORS#2634 · 158 sh | 158 | $33.5K | <0.01% | +2.6% |
| 2635 | Lodestone Wealth Management#2635 · 159 sh | 159 | $33.2K | — | 0.0% |
| 2636 | Abound Wealth Management#2636 · 159 sh | 159 | $33.2K | — | -42.4% |
| 2637 | Private Wealth Management Group#2637 · 158 sh | 158 | $33.0K | — | 0.0% |
| 2638 | First PREMIER Bank#2638 · 156 sh | 156 | $33.0K | — | 0.0% |
| 2639 | Whipplewood Advisors#2639 · 156 sh | 156 | $32.6K | — | -68.7% |
| 2640 | Olistico Wealth#2640 · 154 sh | 154 | $32.2K | — | 0.0% |
| 2641 | Purpose Unlimited#2641 · 153 sh | 153 | $32.0K | <0.01% | -12.6% |
| 2642 | Community Financial Services Group#2642 · 151 sh | 151 | $32.0K | — | +297.4% |
| 2643 | SECURITY NATIONAL BANK OF SO DAK#2643 · 150 sh | 150 | $31.4K | 0.01% | New |
| 2644 | Hartford Financial Management#2644 · 146 sh | 146 | $30.5K | — | -39.9% |
| 2645 | Winch Advisory Services#2645 · 146 sh | 146 | $30.5K | <0.01% | New |
| 2646 | RAFFA WEALTH MANAGEMENT#2646 · 143 sh | 143 | $29.9K | <0.01% | -2.1% |
| 2647 | Aspect Partners#2647 · 138 sh | 138 | $28.8K | — | 0.0% |
| 2648 | Principia Wealth Advisory#2648 · 137 sh | 137 | $28.6K | 0.01% | +44.2% |
| 2649 | Hughes Financial Services#2649 · 137 sh | 137 | $28.6K | <0.01% | +55.7% |
| 2650 | Creative Capital Management Investments#2650 · 136 sh | 136 | $28.4K | <0.01% | +88.9% |
| 2651 | Fedenia Advisers#2651 · 136 sh | 136 | $28.4K | — | New |
| 2652 | Valued Wealth Advisors#2652 · 135 sh | 135 | $28.2K | 0.01% | +40.6% |
| 2653 | Fourth Dimension Wealth#2653 · 134 sh | 134 | $28.0K | <0.01% | +34.0% |
| 2654 | Security National Bank#2654 · 131 sh | 131 | $27.4K | — | 0.0% |
| 2655 | Marquette Asset Management#2655 · 129 sh | 129 | $27.0K | — | +143.4% |
| 2656 | Cornerstone National Bank#2656 · 127 sh | 127 | $26.9K | — | 0.0% |
| 2657 | Planning Strategies#2657 · 129 sh | 129 | $26.9K | — | — |
| 2658 | ATWOOD & PALMER#2658 · 127 sh | 127 | $26.5K | — | 0.0% |
| 2659 | Mascoma Wealth Management#2659 · 127 sh | 127 | $26.5K | — | +4.1% |
| 2660 | VISION FINANCIAL MARKETS#2660 · 124 sh | 124 | $25.9K | — | 0.0% |
| 2661 | American Capital Advisory#2661 · 123 sh | 123 | $25.7K | <0.01% | -69.6% |
| 2662 | Kimelman & Baird#2662 · 120 sh | 120 | $25.1K | <0.01% | 0.0% |
| 2663 | Kentucky#2663 · 119 sh | 119 | $24.9K | — | 0.0% |
| 2664 | LGT Financial Advisors#2664 · 116 sh | 116 | $24.2K | 0.13% | 0.0% |
| 2665 | Kingdom Financial Group#2665 · 116 sh | 116 | $24.2K | <0.01% | 0.0% |
| 2666 | MASECO LLP#2666 · 115 sh | 115 | $24.0K | <0.01% | +16.2% |
| 2667 | CHESAPEAKE ASSET MANAGEMENT#2667 · 114 sh | 114 | $23.8K | 0.02% | 0.0% |
| 2668 | Colonial Advisors#2668 · 113 sh | 113 | $23.6K | <0.01% | +21.5% |
| 2669 | First Pacific Financial#2669 · 113 sh | 113 | $23.6K | — | -3.4% |
| 2670 | POM Investment Strategies#2670 · 112 sh | 112 | $23.4K | — | +761.5% |
| 2671 | Seneschal Advisors#2671 · 111 sh | 111 | $23.2K | 0.02% | 0.0% |
| 2672 | Morton Brown Family Wealth#2672 · 111 sh | 111 | $23.2K | — | +13.3% |
| 2673 | Nemes Rush Group#2673 · 110 sh | 110 | $23.0K | <0.01% | 0.0% |
| 2674 | Farmers & Merchants of Chambersburg PA#2674 · 104 sh | 104 | $22.0K | — | -50.5% |
| 2675 | Jackson, Grant Investment Advisers#2675 · 100 sh | 100 | $20.9K | <0.01% | 0.0% |
| 2676 | Phillip James Consulting#2676 · 98 sh | 98 | $20.5K | 0.01% | +1125.0% |
| 2677 | BIRCHBROOK#2677 · 96 sh | 96 | $20.1K | — | 0.0% |
| 2678 | MARK SHEPTOFF FINANCIAL PLANNING#2678 · 96 sh | 96 | $20.1K | 0.01% | 0.0% |
| 2679 | AMERIFLEX GROUP#2679 · 95 sh | 95 | $19.9K | <0.01% | +206.5% |
| 2680 | Darwin Wealth Management#2680 · 92 sh | 92 | $19.4K | <0.01% | +1.1% |
| 2681 | Strive Financial Group#2681 · 92 sh | 92 | $19.2K | <0.01% | 0.0% |
| 2682 | Retirement Wealth Solutions#2682 · 90 sh | 90 | $18.8K | — | +5.9% |
| 2683 | IMG Wealth Management#2683 · 86 sh | 86 | $18.0K | — | +109.8% |
| 2684 | Pacifica Partners#2684 · 82 sh | 82 | $17.5K | — | 0.0% |
| 2685 | Park Square Financial Group#2685 · 79 sh | 79 | $16.5K | 0.15% | -26.9% |
| 2686 | Burk#2686 · 79 sh | 79 | $16.5K | <0.01% | 0.0% |
| 2687 | Cherry Tree Wealth Management#2687 · 78 sh | 78 | $16.3K | — | 0.0% |
| 2688 | COUNTRY BANK#2688 · 76 sh | 76 | $15.9K | <0.01% | 0.0% |
| 2689 | Financial Gravity Companies, (FGCO)#2689 · 70 sh | 70 | $14.6K | <0.01% | — |
| 2690 | Strategic Advocates#2690 · 64 sh | 64 | $13.4K | 0.05% | +120.7% |
| 2691 | Basepoint Wealth#2691 · 64 sh | 64 | $13.4K | <0.01% | +6.7% |
| 2692 | Front Row Advisors#2692 · 60 sh | 60 | $12.9K | <0.01% | 0.0% |
| 2693 | TD Capital Management#2693 · 61 sh | 61 | $12.8K | <0.01% | 0.0% |
| 2694 | Godfrey Financial Associates#2694 · 61 sh | 61 | $12.8K | <0.01% | +38.6% |
| 2695 | Holos Integrated Wealth#2695 · 56 sh | 56 | $12.4K | — | 0.0% |
| 2696 | Lavaca Capital#2696 · 58 sh | 58 | $12.1K | <0.01% | -98.7% |
| 2697 | Carolina Wealth Advisors#2697 · 58 sh | 58 | $12.1K | — | 0.0% |
| 2698 | Investment Research & Advisory Group#2698 · 18 sh | 18 | $11.9K | — | 0.0% |
| 2699 | Downshift Financial#2699 · 57 sh | 57 | $11.9K | — | New |
| 2700 | Your Advocates Ltd., LLP#2700 · 56 sh | 56 | $11.7K | <0.01% | 0.0% |
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.