MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,757. 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 2,701–2,757 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Golden State Equity Partners#2701 · 54 sh | 54 | $11.3K | 0.03% | -99.8% |
| 2702 | MARSHALL INVESTMENT MANAGEMENT#2702 · 54 sh | 54 | $11.3K | <0.01% | New |
| 2703 | Rachor Investment Advisory Services#2703 · 51 sh | 51 | $10.7K | <0.01% | 0.0% |
| 2704 | Oakmont Advisory Group#2704 · 51 sh | 51 | $10.7K | <0.01% | New |
| 2705 | MPWM ADVISORY SOLUTIONS#2705 · 51 sh | 51 | $10.7K | <0.01% | 0.0% |
| 2706 | Richardson Capital Management#2706 · 50 sh | 50 | $10.5K | — | -15.3% |
| 2707 | SFAM#2707 · 50 sh | 50 | $10.5K | <0.01% | 0.0% |
| 2708 | Tidemark#2708 · 50 sh | 50 | $10.5K | <0.01% | 0.0% |
| 2709 | Quaker Wealth Management#2709 · 48 sh | 48 | $10.0K | — | +4.3% |
| 2710 | Hilton Head Capital Partners#2710 · 47 sh | 47 | $9.8K | — | 0.0% |
| 2711 | Signature Resources Capital Management#2711 · 45 sh | 45 | $9.4K | — | 0.0% |
| 2712 | Luminist Capital#2712 · 44 sh | 44 | $9.2K | 0.01% | New |
| 2713 | Sankala Group#2713 · 42 sh | 42 | $9.1K | <0.01% | 0.0% |
| 2714 | Buck Wealth Strategies#2714 · 43 sh | 43 | $9.0K | <0.01% | New |
| 2715 | WestEnd Advisors#2715 · 42 sh | 42 | $8.8K | <0.01% | +7.7% |
| 2716 | Breakwater Investment Management#2716 · 42 sh | 42 | $8.8K | — | -74.1% |
| 2717 | HFM Investment Advisors#2717 · 41 sh | 41 | $8.6K | <0.01% | +105.0% |
| 2718 | Ankerstar Wealth#2718 · 40 sh | 40 | $8.4K | <0.01% | 0.0% |
| 2719 | Torren Management#2719 · 38 sh | 38 | $7.8K | <0.01% | +2.7% |
| 2720 | Costello Asset Management#2720 · 36 sh | 36 | $7.5K | <0.01% | 0.0% |
| 2721 | Global Asset Management#2721 · 35 sh | 35 | $7.3K | — | New |
| 2722 | Osbon Capital Management#2722 · 30 sh | 30 | $6.3K | <0.01% | 0.0% |
| 2723 | INVESTMENT COUNSEL OF NEVADA#2723 · 27 sh | 27 | $5.6K | 0.01% | New |
| 2724 | ACIMA PRIVATE WEALTH#2724 · 26 sh | 26 | $5.4K | — | 0.0% |
| 2725 | CBIZ Investment Advisory Services#2725 · 32 sh | 32 | $5.3K | <0.01% | 0.0% |
| 2726 | PayPay Securities#2726 · 24 sh | 24 | $5.0K | — | -63.6% |
| 2727 | Westend Capital Management#2727 · 23 sh | 23 | $4.8K | <0.01% | -78.1% |
| 2728 | PFS Partners#2728 · 23 sh | 23 | $4.8K | — | 0.0% |
| 2729 | DecisionPoint Financial#2729 · 22 sh | 22 | $4.7K | <0.01% | +83.3% |
| 2730 | Key Capital Management#2730 · 21 sh | 21 | $4.4K | <0.01% | +75.0% |
| 2731 | JNBA Financial Advisors#2731 · 20 sh | 20 | $4.2K | <0.01% | +150.0% |
| 2732 | Coston, McIsaac & Partners#2732 · 21 sh | 21 | $4.0K | <0.01% | 0.0% |
| 2733 | RHL GROUP#2733 · 18 sh | 18 | $3.8K | <0.01% | New |
| 2734 | Strengthening Families & Communities#2734 · 16 sh | 16 | $3.3K | — | New |
| 2735 | Imprint Wealth#2735 · 16 sh | 16 | $3.3K | 0.01% | 0.0% |
| 2736 | Three Bearings Fiduciary Advisors#2736 · 15 sh | 15 | $3.1K | <0.01% | 0.0% |
| 2737 | Clean Yield Group#2737 · 14 sh | 14 | $2.9K | <0.01% | 0.0% |
| 2738 | Lloyd Advisory Services#2738 · 12 sh | 12 | $2.5K | <0.01% | -89.7% |
| 2739 | McCarley & Cook Financial Planners#2739 · 12 sh | 12 | $2.5K | — | 0.0% |
| 2740 | CHELSEA COUNSEL#2740 · 10 sh | 10 | $2.1K | <0.01% | 0.0% |
| 2741 | CKW FINANCIAL GROUP#2741 · 8 sh | 8 | $2.0K | <0.01% | New |
| 2742 | Navigoe#2742 · 12 sh | 12 | $2.0K | <0.01% | New |
| 2743 | Mowery & Schoenfeld Wealth Management#2743 · 9 sh | 9 | $1.9K | <0.01% | 0.0% |
| 2744 | PALLADIEM#2744 · 7 sh | 7 | $1.5K | <0.01% | 0.0% |
| 2745 | NorthAvenue#2745 · 6 sh | 6 | $1.3K | <0.01% | 0.0% |
| 2746 | Spectrum Wealth Advisory Group#2746 · 5 sh | 5 | $1.1K | <0.01% | New |
| 2747 | Atlantic Private Wealth#2747 · 5 sh | 5 | $1.0K | <0.01% | 0.0% |
| 2748 | Investors Portfolio Services#2748 · 5 sh | 5 | $1.0K | <0.01% | 0.0% |
| 2749 | Evolution Advisers#2749 · 5 sh | 5 | $1.0K | <0.01% | +150.0% |
| 2750 | 3 FACTOR INDEXING#2750 · 4 sh | 4 | $837.00 | — | 0.0% |
| 2751 | Barnes Dennig Private Wealth Management#2751 · 4 sh | 4 | $836.00 | <0.01% | New |
| 2752 | Cordant#2752 · 2 sh | 2 | $471.00 | <0.01% | New |
| 2753 | ROSS\JOHNSON & Associates#2753 · 1 sh | 1 | $209.00 | <0.01% | 0.0% |
| 2754 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#2754 · 1,790,634 sh | 1,790,634 | — | — | 0.0% |
| 2755 | VESTOR CAPITAL#2755 · 10,066 sh | 10,066 | — | — | -95.5% |
| 2756 | Cardano Risk Management B.V.#2756 · 508,175 sh | 508,175 | — | — | -8.3% |
| 2757 | Quantum Portfolio Management#2757 · 921 sh | 921 | — | — | 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.