MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 3)
2,758 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 201 to 300. 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 201–300 of 2,758
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SCOTIA CAPITAL#201 · 389,358 sh | 389,358 | $81.4M | 0.30% | +12.0% |
| 202 | Cetera Investment Advisers#202 · 389,557 sh | 389,557 | $80.9M | 0.07% | +2.2% |
| 203 | BALYASNY ASSET MANAGEMENT L.P.#203 · 385,328 sh | 385,328 | $80.5M | 0.10% | -55.1% |
| 204 | State of New Jersey Common Pension Fund D#204 · 385,210 sh | 385,210 | $80.5M | 0.27% | -6.3% |
| 205 | TODD ASSET MANAGEMENT#205 · 383,090 sh | 383,090 | $80.1M | — | +2.1% |
| 206 | FIRST ADVISORS#206 · 379,345 sh | 379,345 | $79.3M | 0.05% | -29.5% |
| 207 | Foundations Investment Advisors#207 · 378,795 sh | 378,795 | $79.2M | 0.82% | +8.3% |
| 208 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#208 · 369,259 sh | 369,259 | $77.2M | 3.07% | 0.0% |
| 209 | TEACHER RETIREMENT SYSTEM OF TEXAS#209 · 366,958 sh | 366,958 | $76.7M | 0.21% | +39.6% |
| 210 | SEB Asset Management AB#210 · 366,406 sh | 366,406 | $76.6M | 0.29% | +14.6% |
| 211 | BDF-GESTION#211 · 14,327 sh | 14,327 | $76.2M | — | -10.1% |
| 212 | DONALDSON CAPITAL MANAGEMENT#212 · 362,259 sh | 362,259 | $75.7M | 2.16% | -21.9% |
| 213 | Allspring Global Investments#213 · 356,704 sh | 356,704 | $75.6M | 0.12% | +160.5% |
| 214 | COMMONWEALTH EQUITY SERVICES#214 · 361,074 sh | 361,074 | $75.5M | 0.09% | -3.0% |
| 215 | AMF Tjanstepension AB#215 · 360,596 sh | 360,596 | $75.4M | — | +3.4% |
| 216 | Hudson Bay Capital Management#216 · 355,511 sh | 355,511 | $74.3M | 0.20% | +103.8% |
| 217 | Rafferty Asset Management#217 · 351,691 sh | 351,691 | $73.5M | 0.17% | +19.6% |
| 218 | ABN AMRO Bank N.V.#218 · 347,161 sh | 347,161 | $73.2M | 0.94% | -1.9% |
| 219 | Resona Asset Management ,Ltd.#219 · 347,577 sh | 347,577 | $72.9M | 0.34% | -7.9% |
| 220 | PINEBRIDGE INVESTMENTS#220 · 347,508 sh | 347,508 | $72.6M | 0.60% | -13.2% |
| 221 | OSSIAM#221 · 347,404 sh | 347,404 | $72.6M | 0.96% | New |
| 222 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#222 · 346,119 sh | 346,119 | $72.4M | 0.49% | +2.1% |
| 223 | Focus Partners Wealth#223 · 345,268 sh | 345,268 | $72.2M | 0.07% | -10.0% |
| 224 | Mn Services Vermogensbeheer B.V.#224 · 345,182 sh | 345,182 | $72.2M | — | +25.3% |
| 225 | FIDUCIARY#225 · 344,567 sh | 344,567 | $72.0M | 0.78% | +1.4% |
| 226 | Czech National Bank#226 · 341,206 sh | 341,206 | $71.3M | — | +4.1% |
| 227 | Nearwater Capital Markets, Ltd#227 · 340,000 sh | 340,000 | $71.1M | 1.23% | New |
| 228 | HUNTINGTON NATIONAL BANK#228 · 338,363 sh | 338,363 | $70.7M | 0.34% | +214.8% |
| 229 | Border to Coast Pensions Partnership Ltd#229 · 337,784 sh | 337,784 | $70.6M | — | +21.2% |
| 230 | Annex Advisory Services#230 · 335,740 sh | 335,740 | $70.2M | — | -2.6% |
| 231 | CIBC Asset Management#231 · 335,177 sh | 335,177 | $70.1M | 0.15% | +11.0% |
| 232 | O'SHAUGHNESSY ASSET MANAGEMENT#232 · 329,520 sh | 329,520 | $68.9M | 0.32% | -4.6% |
| 233 | Arizona State Retirement System#233 · 328,814 sh | 328,814 | $68.7M | 0.35% | +1.1% |
| 234 | REGIONS FINANCIAL#234 · 328,070 sh | 328,070 | $68.6M | 0.41% | +67.2% |
| 235 | Baird Financial Group#235 · 327,172 sh | 327,172 | $68.4M | 0.09% | +5.0% |
| 236 | Gradient Investments#236 · 318,659 sh | 318,659 | $66.6M | — | -2.7% |
| 237 | Raiffeisen Bank International AG#237 · 313,029 sh | 313,029 | $66.3M | — | +31.9% |
| 238 | FACTORY MUTUAL INSURANCE#238 · 315,620 sh | 315,620 | $66.0M | 0.62% | -4.1% |
| 239 | CREDIT AGRICOLE S A#239 · 315,123 sh | 315,123 | $65.9M | 0.13% | -38.0% |
| 240 | STATE TREASURER STATE OF MICHIGAN#240 · 306,926 sh | 306,926 | $64.2M | — | -2.4% |
| 241 | GROUPAMA ASSET MANAGMENT#241 · 300,005 sh | 300,005 | $63.5M | 0.80% | +2.3% |
| 242 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#242 · 303,415 sh | 303,415 | $63.4M | — | +2.4% |
| 243 | STRS OHIO#243 · 302,226 sh | 302,226 | $63.2M | 0.24% | -10.7% |
| 244 | OPPENHEIMER ASSET MANAGEMENT#244 · 300,334 sh | 300,334 | $62.8M | — | -1.7% |
| 245 | MERCER GLOBAL ADVISORS#245 · 298,848 sh | 298,848 | $62.5M | 0.08% | +33.3% |
| 246 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#246 · 294,211 sh | 294,211 | $61.5M | 0.05% | +77.1% |
| 247 | Mirae Asset Global Investments , Ltd.#247 · 294,047 sh | 294,047 | $61.5M | 0.09% | +10.9% |
| 248 | AE Wealth Management#248 · 290,836 sh | 290,836 | $60.8M | 0.28% | -1.1% |
| 249 | FERGUSON WELLMAN CAPITAL MANAGEMENT#249 · 290,294 sh | 290,294 | $60.7M | — | -10.6% |
| 250 | GW&K Investment Management#250 · 288,780 sh | 288,780 | $60.4M | 0.47% | -1.6% |
| 251 | FORT WASHINGTON INVESTMENT ADVISORS#251 · 285,209 sh | 285,209 | $59.6M | — | +0.3% |
| 252 | Badgley Phelps Wealth Managers#252 · 283,722 sh | 283,722 | $59.3M | — | -2.1% |
| 253 | Sequoia Financial Advisors#253 · 280,037 sh | 280,037 | $58.5M | 0.29% | +3.2% |
| 254 | PACIFIC HEIGHTS ASSET MANAGEMENT#254 · 280,000 sh | 280,000 | $58.5M | 1.85% | +1.8% |
| 255 | QRG CAPITAL MANAGEMENT#255 · 279,622 sh | 279,622 | $58.5M | 0.48% | +12.0% |
| 256 | NewEdge Advisors#256 · 278,364 sh | 278,364 | $58.2M | 0.17% | New |
| 257 | Teewinot Capital Advisers, L.L.C.#257 · 275,682 sh | 275,682 | $57.6M | 4.17% | -1.1% |
| 258 | MetLife Investment Management#258 · 272,972 sh | 272,972 | $57.1M | 0.26% | -2.5% |
| 259 | Cerity Partners#259 · 278,616 sh | 278,616 | $57.1M | 0.07% | +7.6% |
| 260 | IFM Investors Pty Ltd#260 · 271,816 sh | 271,816 | $56.8M | — | +11.0% |
| 261 | TUDOR INVESTMENT ET AL#261 · 270,000 sh | 270,000 | $56.4M | 0.08% | +73.2% |
| 262 | DnB Asset Management AS#262 · 267,505 sh | 267,505 | $55.9M | 0.16% | -14.5% |
| 263 | PensionDanmark Pensionsforsikringsaktieselskab#263 · 266,962 sh | 266,962 | $55.8M | — | +3.6% |
| 264 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#264 · 264,768 sh | 264,768 | $55.3M | 0.27% | -5.5% |
| 265 | MILFORD FUNDS LTD#265 · 264,258 sh | 264,258 | $55.2M | 0.90% | New |
| 266 | ProShare Advisors#266 · 264,254 sh | 264,254 | $55.2M | 0.08% | +5.3% |
| 267 | Quadrature Capital Ltd#267 · 262,666 sh | 262,666 | $54.9M | 0.47% | -28.7% |
| 268 | MOODY LYNN & LIEBERSON#268 · 256,389 sh | 256,389 | $53.6M | — | +2.8% |
| 269 | Bollard Group#269 · 256,087 sh | 256,087 | $53.5M | 1.63% | +3.5% |
| 270 | ZACKS INVESTMENT MANAGEMENT#270 · 255,287 sh | 255,287 | $53.4M | 0.38% | -0.3% |
| 271 | CHILTON INVESTMENT#271 · 250,782 sh | 250,782 | $52.4M | 1.26% | -4.9% |
| 272 | FLPUTNAM INVESTMENT MANAGEMENT#272 · 248,624 sh | 248,624 | $52.0M | 0.62% | +3.1% |
| 273 | Point72 Asset Management, L.P.#273 · 245,395 sh | 245,395 | $51.3M | 0.06% | -83.0% |
| 274 | OSAIC#274 · 243,088 sh | 243,088 | $50.9M | 0.06% | +4.5% |
| 275 | KEYBANK NATIONAL ASSOCIATION#275 · 237,589 sh | 237,589 | $49.7M | 0.16% | -3.1% |
| 276 | Federation des caisses Desjardins du Quebec#276 · 237,184 sh | 237,184 | $49.6M | 0.15% | +9.8% |
| 277 | Danica Pension, Livsforsikringsaktieselskab#277 · 229,958 sh | 229,958 | $48.1M | 0.77% | +162.6% |
| 278 | TCW GROUP#278 · 229,009 sh | 229,009 | $47.9M | 0.32% | -1.4% |
| 279 | BEACON INVESTMENT ADVISORY SERVICES#279 · 228,589 sh | 228,589 | $47.8M | — | -4.6% |
| 280 | Longaeva Partners L.P.#280 · 225,079 sh | 225,079 | $47.1M | 1.03% | -28.2% |
| 281 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#281 · 223,549 sh | 223,549 | $46.7M | — | -3.0% |
| 282 | Varma Mutual Pension Insurance#282 · 223,312 sh | 223,312 | $46.7M | 0.25% | +0.9% |
| 283 | Daiwa Securities Group#283 · 223,070 sh | 223,070 | $46.6M | 0.09% | +7.1% |
| 284 | XPONANCE#284 · 218,953 sh | 218,953 | $45.8M | 0.28% | +6.0% |
| 285 | Boston Walden#285 · 215,325 sh | 215,325 | $45.0M | 0.34% | +3.2% |
| 286 | Lido Advisors#286 · 215,117 sh | 215,117 | $45.0M | 0.12% | +3.3% |
| 287 | Vanguard Personalized Indexing Management#287 · 214,934 sh | 214,934 | $44.9M | 0.37% | +5.3% |
| 288 | LAZARD ASSET MANAGEMENT#288 · 214,414 sh | 214,414 | $44.8M | 0.07% | -9.8% |
| 289 | FIRST MANHATTAN#289 · 211,022 sh | 211,022 | $44.1M | 0.11% | -1.9% |
| 290 | HERITAGE INVESTORS MANAGEMENT#290 · 210,199 sh | 210,199 | $43.9M | 1.22% | -6.1% |
| 291 | MAI Capital Management#291 · 210,130 sh | 210,130 | $43.9M | 0.17% | +30.8% |
| 292 | CASTLEARK MANAGEMENT#292 · 208,542 sh | 208,542 | $43.6M | 1.18% | +780.7% |
| 293 | MATRIX ASSET ADVISORS#293 · 208,042 sh | 208,042 | $43.5M | — | -12.6% |
| 294 | Crossmark Global#294 · 206,921 sh | 206,921 | $43.3M | — | -2.2% |
| 295 | USS Investment Management Ltd#295 · 206,196 sh | 206,196 | $43.1M | 0.15% | -0.3% |
| 296 | CERTUITY#296 · 205,123 sh | 205,123 | $42.9M | 2.11% | 0.0% |
| 297 | Erste Asset Management GmbH#297 · 202,478 sh | 202,478 | $42.9M | 0.33% | +49.6% |
| 298 | PEAPACK GLADSTONE FINANCIAL#298 · 204,988 sh | 204,988 | $42.9M | 0.49% | -1.3% |
| 299 | AMALGAMATED BANK#299 · 203,238 sh | 203,238 | $42.5M | — | -8.7% |
| 300 | BLAIR WILLIAM#300 · 202,578 sh | 202,578 | $42.3M | 0.11% | +29.7% |
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.