MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 2,758
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Ethic#301 · 200,383 sh | 200,383 | $41.9M | 0.52% | +0.6% |
| 302 | NFJ INVESTMENT GROUP#302 · 199,329 sh | 199,329 | $41.7M | 1.41% | +41.0% |
| 303 | Man Group plc#303 · 198,826 sh | 198,826 | $41.6M | 0.07% | -47.5% |
| 304 | J.P. Marvel Investment Advisors#304 · 197,896 sh | 197,896 | $41.4M | 4.75% | 0.0% |
| 305 | Rakuten Investment Management#305 · 195,276 sh | 195,276 | $41.3M | 0.12% | +9.9% |
| 306 | CHILTON CAPITAL MANAGEMENT#306 · 195,275 sh | 195,275 | $40.8M | 1.29% | -31.0% |
| 307 | NEOS Investment Management#307 · 194,970 sh | 194,970 | $40.8M | 0.15% | +12.3% |
| 308 | Empowered Funds#308 · 194,020 sh | 194,020 | $40.6M | 0.21% | -23.2% |
| 309 | Ilmarinen Mutual Pension Insurance#309 · 191,034 sh | 191,034 | $39.9M | 0.27% | +3.8% |
| 310 | LVM CAPITAL MANAGEMENT LTD#310 · 190,045 sh | 190,045 | $39.7M | — | -0.7% |
| 311 | PBU - The Pension Fund of Early Childhood & Youth Educators#311 · 190,021 sh | 190,021 | $39.7M | 0.90% | -50.0% |
| 312 | BAILARD#312 · 189,664 sh | 189,664 | $39.6M | — | -0.7% |
| 313 | Hosking Partners LLP#313 · 188,286 sh | 188,286 | $39.4M | — | -1.7% |
| 314 | Pathstone#314 · 186,589 sh | 186,589 | $39.1M | 0.11% | +6.0% |
| 315 | Capital International#315 · 185,385 sh | 185,385 | $38.8M | 0.27% | +31.0% |
| 316 | Wealthfront Advisers#316 · 184,586 sh | 184,586 | $38.6M | 0.07% | +4.5% |
| 317 | BROWN ADVISORY#317 · 184,523 sh | 184,523 | $38.6M | 0.06% | +7.7% |
| 318 | SAPIENT CAPITAL#318 · 181,301 sh | 181,301 | $37.9M | — | +1699.3% |
| 319 | NewEdge Wealth#319 · 181,267 sh | 181,267 | $37.9M | 0.38% | +1012.3% |
| 320 | Migdal Insurance & Financial Ltd.#320 · 181,083 sh | 181,083 | $37.9M | 0.24% | -0.1% |
| 321 | Sumitomo Mitsui DS Asset Management Company, Ltd#321 · 180,283 sh | 180,283 | $37.7M | — | +1.9% |
| 322 | ASSETMARK#322 · 179,567 sh | 179,567 | $37.5M | — | +4.6% |
| 323 | Midwest#323 · 177,944 sh | 177,944 | $37.2M | — | +0.2% |
| 324 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#324 · 177,654 sh | 177,654 | $37.1M | 0.23% | +8.6% |
| 325 | CONNING#325 · 177,117 sh | 177,117 | $37.0M | — | -21.5% |
| 326 | CAPTRUST FINANCIAL ADVISORS#326 · 176,155 sh | 176,155 | $36.8M | 0.06% | 0.0% |
| 327 | Maple Capital Management#327 · 175,947 sh | 175,947 | $36.8M | 2.18% | -3.0% |
| 328 | MIRAE ASSET GLOBAL ETFS Ltd.#328 · 176,111 sh | 176,111 | $36.6M | 0.04% | +36.6% |
| 329 | WILEY BROS.-AINTREE CAPITAL#329 · 173,994 sh | 173,994 | $36.3M | 0.15% | +11.3% |
| 330 | Cambridge Investment Research Advisors#330 · 173,556 sh | 173,556 | $36.3M | 0.08% | +6.5% |
| 331 | GABELLI FUNDS#331 · 172,997 sh | 172,997 | $36.2M | 0.23% | -4.7% |
| 332 | Walleye Capital#332 · 170,288 sh | 170,288 | $35.6M | 0.13% | +179.6% |
| 333 | Utah Retirement Systems#333 · 170,166 sh | 170,166 | $35.6M | 0.34% | -7.7% |
| 334 | Pinnacle Financial Partners#334 · 169,559 sh | 169,559 | $35.4M | 0.24% | +9.0% |
| 335 | Police & Firemen's Retirement System of New Jersey#335 · 169,210 sh | 169,210 | $35.4M | 0.27% | -3.3% |
| 336 | PICTON MAHONEY ASSET MANAGEMENT#336 · 168,259 sh | 168,259 | $35.2M | 0.26% | -9.6% |
| 337 | PITTENGER & ANDERSON#337 · 167,570 sh | 167,570 | $35.0M | 1.25% | +4.2% |
| 338 | NEW YORK LIFE INVESTMENT MANAGEMENT#338 · 166,946 sh | 166,946 | $34.9M | 0.24% | -1.9% |
| 339 | VALLEY WEALTH MANAGERS#339 · 166,230 sh | 166,230 | $34.7M | — | +0.2% |
| 340 | BSN Capital Partners Ltd#340 · 161,268 sh | 161,268 | $34.2M | — | New |
| 341 | WESTWOOD GROUP#341 · 162,385 sh | 162,385 | $33.9M | 0.26% | +9942.4% |
| 342 | PAYDEN & RYGEL#342 · 161,100 sh | 161,100 | $33.7M | 2.58% | -0.2% |
| 343 | UMB Bank, n.a.#343 · 159,718 sh | 159,718 | $33.4M | 0.42% | -3.8% |
| 344 | Sanctuary Advisors#344 · 159,334 sh | 159,334 | $33.3M | 0.15% | +1.9% |
| 345 | MACQUARIE GROUP LTD#345 · 159,067 sh | 159,067 | $33.2M | 0.14% | +14.8% |
| 346 | NISSAY ASSET MANAGEMENT /JAPAN#346 · 158,733 sh | 158,733 | $33.2M | 0.14% | +3.9% |
| 347 | Boston Common Asset Management#347 · 158,039 sh | 158,039 | $33.0M | — | -1.2% |
| 348 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#348 · 155,543 sh | 155,543 | $32.5M | 0.61% | New |
| 349 | Vontobel Holding Ltd.#349 · 155,485 sh | 155,485 | $32.5M | — | +1.9% |
| 350 | OMERS ADMINISTRATION#350 · 154,825 sh | 154,825 | $32.4M | 0.19% | +76.4% |
| 351 | FRED ALGER MANAGEMENT#351 · 154,303 sh | 154,303 | $32.3M | 0.11% | +3.8% |
| 352 | TCG Advisory Services#352 · 153,261 sh | 153,261 | $32.0M | 0.58% | +4.2% |
| 353 | NorthCrest Asset Manangement#353 · 143,969 sh | 143,969 | $32.0M | — | +2.7% |
| 354 | MIZUHO SECURITIES USA#354 · 166,579 sh | 166,579 | $31.6M | 0.31% | +129.0% |
| 355 | Groupe la Francaise#355 · 151,032 sh | 151,032 | $31.6M | 0.20% | +181.6% |
| 356 | Andra AP-fonden#356 · 150,920 sh | 150,920 | $31.5M | 0.36% | -12.9% |
| 357 | KESTRA PRIVATE WEALTH SERVICES#357 · 150,080 sh | 150,080 | $31.4M | 0.34% | -0.9% |
| 358 | GLENMEDE NA#358 · 149,917 sh | 149,917 | $31.3M | 0.14% | -0.6% |
| 359 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#359 · 149,260 sh | 149,260 | $31.2M | 0.19% | -8.6% |
| 360 | ABN AMRO INVESTMENT SOLUTIONS#360 · 148,712 sh | 148,712 | $31.1M | — | -3.7% |
| 361 | PANAGORA ASSET MANAGEMENT#361 · 148,130 sh | 148,130 | $31.0M | 0.10% | +44.8% |
| 362 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#362 · 147,400 sh | 147,400 | $30.8M | 0.33% | +6.9% |
| 363 | State of Alaska, Department of Revenue#363 · 146,487 sh | 146,487 | $30.6M | — | -3.4% |
| 364 | Generali Asset Management SPA SGR#364 · 146,152 sh | 146,152 | $30.6M | — | +11.4% |
| 365 | Argent#365 · 146,072 sh | 146,072 | $30.5M | 0.88% | -0.4% |
| 366 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#366 · 145,748 sh | 145,748 | $30.5M | — | +1.4% |
| 367 | ABNER HERRMAN & BROCK#367 · 145,011 sh | 145,011 | $30.3M | — | -8.1% |
| 368 | Oak Harvest Investment Services#368 · 144,642 sh | 144,642 | $30.2M | — | +10.7% |
| 369 | Harvest Portfolios Group#369 · 144,324 sh | 144,324 | $30.2M | 0.43% | -7.7% |
| 370 | Perpetual Ltd#370 · 144,225 sh | 144,225 | $30.1M | — | -4.2% |
| 371 | SCS Capital Management#371 · 144,148 sh | 144,148 | $30.1M | 0.28% | -0.7% |
| 372 | TIAA Wealth Investment Management#372 · 140,357 sh | 140,357 | $29.3M | 0.20% | -1.3% |
| 373 | APPLETON PARTNERS#373 · 139,249 sh | 139,249 | $29.1M | 1.78% | -7.3% |
| 374 | LGT CAPITAL PARTNERS LTD.#374 · 138,580 sh | 138,580 | $29.0M | 1.47% | +1.8% |
| 375 | B. Metzler seel. Sohn & AG#375 · 135,636 sh | 135,636 | $28.4M | 0.24% | +31.5% |
| 376 | OP Asset Management Ltd#376 · 132,619 sh | 132,619 | $27.7M | 0.30% | +8.1% |
| 377 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#377 · 131,698 sh | 131,698 | $27.5M | 0.01% | -1.1% |
| 378 | YOUSIF CAPITAL MANAGEMENT#378 · 130,397 sh | 130,397 | $27.3M | — | -7.6% |
| 379 | Kestra Advisory Services#379 · 128,608 sh | 128,608 | $26.9M | 0.09% | -11.9% |
| 380 | Trexquant Investment#380 · 128,046 sh | 128,046 | $26.8M | 0.16% | +479.3% |
| 381 | Telos Capital Management#381 · 126,507 sh | 126,507 | $26.4M | 2.33% | -3.3% |
| 382 | JUPITER ASSET MANAGEMENT LTD#382 · 125,116 sh | 125,116 | $26.2M | 0.13% | +41.5% |
| 383 | Clearbridge Investments#383 · 125,079 sh | 125,079 | $26.1M | 0.02% | -19.8% |
| 384 | Liontrust Investment Partners LLP#384 · 124,651 sh | 124,651 | $26.1M | 0.38% | +101.6% |
| 385 | Capital Analysts#385 · 121,253 sh | 121,253 | $25.3M | 0.58% | -1.1% |
| 386 | Covea Finance#386 · 119,970 sh | 119,970 | $25.1M | — | +2.0% |
| 387 | HRT FINANCIAL#387 · 231,484 sh | 231,484 | $25.0M | 0.06% | +17.2% |
| 388 | Apollon Wealth Management#388 · 119,174 sh | 119,174 | $24.9M | — | +2.5% |
| 389 | Dai-ichi Life Insurance Company, Ltd#389 · 117,967 sh | 117,967 | $24.7M | 0.58% | -6.5% |
| 390 | Nexus Investment Management ULC#390 · 117,027 sh | 117,027 | $24.5M | — | -2.3% |
| 391 | Kovitz Investment Group Partners#391 · 116,631 sh | 116,631 | $24.4M | 0.54% | +141.2% |
| 392 | EDGAR LOMAX#392 · 115,605 sh | 115,605 | $24.2M | 1.81% | -8.2% |
| 393 | iA Global Asset Management#393 · 114,454 sh | 114,454 | $23.9M | 0.28% | +7.1% |
| 394 | Copeland Capital Management#394 · 114,388 sh | 114,388 | $23.9M | — | -15.3% |
| 395 | Elo Mutual Pension Insurance#395 · 112,450 sh | 112,450 | $23.5M | 0.30% | +4.7% |
| 396 | BRIDGER MANAGEMENT#396 · 112,293 sh | 112,293 | $23.5M | 15.64% | 0.0% |
| 397 | HB Wealth Management#397 · 112,084 sh | 112,084 | $23.4M | — | -0.5% |
| 398 | Equitable#398 · 111,808 sh | 111,808 | $23.4M | 0.09% | +116.3% |
| 399 | RMB Capital Management#399 · 111,524 sh | 111,524 | $23.3M | 0.36% | -1.6% |
| 400 | LYELL WEALTH MANAGEMENT#400 · 111,062 sh | 111,062 | $23.2M | 1.42% | +1.0% |
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.