MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 2,758
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | IMC-Chicago#401 · 109,930 sh | 109,930 | $23.0M | <0.01% | +11.5% |
| 402 | PRUDENTIAL PLC#402 · 109,865 sh | 109,865 | $23.0M | 0.13% | -17.3% |
| 403 | Waverly Advisors#403 · 109,842 sh | 109,842 | $23.0M | 0.13% | -2.4% |
| 404 | Mediolanum International Funds Ltd#404 · 108,104 sh | 108,104 | $22.9M | 0.20% | +39.7% |
| 405 | BOKF, NA#405 · 108,364 sh | 108,364 | $22.7M | — | +7.1% |
| 406 | Aptus Capital Advisors#406 · 106,948 sh | 106,948 | $22.4M | 0.15% | +2.5% |
| 407 | Merit Financial Group#407 · 106,437 sh | 106,437 | $22.2M | 0.14% | +6.2% |
| 408 | Cornerstone Advisors#408 · 106,343 sh | 106,343 | $22.2M | 0.73% | New |
| 409 | Illinois Municipal Retirement Fund#409 · 106,161 sh | 106,161 | $22.2M | 0.25% | -20.3% |
| 410 | Haverford#410 · 105,346 sh | 105,346 | $22.0M | 0.19% | -3.3% |
| 411 | New Republic Capital#411 · 105,260 sh | 105,260 | $22.0M | 5.07% | +1.2% |
| 412 | SRS Capital Advisors#412 · 105,002 sh | 105,002 | $21.9M | 0.15% | +148.4% |
| 413 | HARTLINE INVESTMENT#413 · 103,805 sh | 103,805 | $21.7M | 1.89% | +24.6% |
| 414 | ALLSTATE#414 · 102,906 sh | 102,906 | $21.5M | 0.21% | +50.9% |
| 415 | Fideuram Asset Management (Ireland) dac#415 · 99,008 sh | 99,008 | $21.4M | 0.41% | +2851.1% |
| 416 | Steward Partners Investment Advisory#416 · 102,435 sh | 102,435 | $21.4M | 0.11% | +18.2% |
| 417 | NIXON PEABODY#417 · 102,145 sh | 102,145 | $21.4M | — | -3.1% |
| 418 | TriCert Investment Counsel#418 · 101,020 sh | 101,020 | $21.1M | 1.97% | — |
| 419 | LBP AM SA#419 · 100,884 sh | 100,884 | $21.1M | 0.21% | +133.9% |
| 420 | GAMCO INVESTORS, ET AL#420 · 100,177 sh | 100,177 | $20.9M | 0.19% | -6.7% |
| 421 | JBF Capital#421 · 100,000 sh | 100,000 | $20.9M | 2.74% | +300.0% |
| 422 | JANE STREET GROUP#422 · 98,462 sh | 98,462 | $20.6M | <0.01% | -48.0% |
| 423 | NOMURA#423 · 98,199 sh | 98,199 | $20.5M | 0.02% | +131.6% |
| 424 | NATIXIS#424 · 97,404 sh | 97,404 | $20.4M | 0.08% | -84.2% |
| 425 | American Assets Investment Management#425 · 132,000 sh | 132,000 | $20.2M | 1.23% | 0.0% |
| 426 | HOWE & RUSLING#426 · 95,693 sh | 95,693 | $20.0M | 1.16% | +1.1% |
| 427 | Delta Global Management#427 · 95,521 sh | 95,521 | $20.0M | 2.17% | New |
| 428 | VIKING FUND MANAGEMENT#428 · 95,000 sh | 95,000 | $19.9M | — | 0.0% |
| 429 | Avanza Fonder AB#429 · 94,842 sh | 94,842 | $19.8M | — | +7.4% |
| 430 | Toroso Investments#430 · 94,798 sh | 94,798 | $19.8M | 0.03% | +24.8% |
| 431 | Blue Chip Partners#431 · 94,423 sh | 94,423 | $19.7M | 1.25% | -3.1% |
| 432 | EXCHANGE TRADED CONCEPTS#432 · 94,285 sh | 94,285 | $19.7M | 0.09% | +258.8% |
| 433 | GW HENSSLER & ASSOCIATES LTD#433 · 93,644 sh | 93,644 | $19.6M | — | -2.0% |
| 434 | Knights of Columbus Asset Advisors#434 · 93,306 sh | 93,306 | $19.5M | 0.98% | +1.4% |
| 435 | Pacer Advisors#435 · 93,186 sh | 93,186 | $19.5M | 0.05% | New |
| 436 | Artemis Investment Management LLP#436 · 93,180 sh | 93,180 | $19.5M | — | New |
| 437 | CONNORS INVESTOR SERVICES#437 · 93,141 sh | 93,141 | $19.5M | 1.69% | -0.2% |
| 438 | Investment Management of Ontario#438 · 93,032 sh | 93,032 | $19.4M | 0.25% | -9.1% |
| 439 | BAXTER BROS#439 · 92,381 sh | 92,381 | $19.3M | 2.23% | -0.9% |
| 440 | KTF INVESTMENTS#440 · 92,071 sh | 92,071 | $19.2M | — | +2.7% |
| 441 | BI Asset Management Fondsmaeglerselskab A/S#441 · 91,808 sh | 91,808 | $19.2M | — | -20.6% |
| 442 | Voleon Capital Management#442 · 91,604 sh | 91,604 | $19.1M | 0.35% | -45.7% |
| 443 | OpenArc Corporate Advisory#443 · 91,292 sh | 91,292 | $19.1M | — | +6.2% |
| 444 | ASR Vermogensbeheer N.V.#444 · 90,790 sh | 90,790 | $19.0M | — | -42.8% |
| 445 | ALLIANZ SE#445 · 90,307 sh | 90,307 | $18.9M | 0.20% | +1.6% |
| 446 | Gulf International Bank (UK) Ltd#446 · 90,308 sh | 90,308 | $18.9M | — | -1.6% |
| 447 | Orion Porfolio Solutions#447 · 88,496 sh | 88,496 | $18.5M | 0.14% | +1.3% |
| 448 | Calamos Wealth Management#448 · 87,789 sh | 87,789 | $18.4M | 0.55% | -2.3% |
| 449 | J. Safra Sarasin Holding AG#449 · 92,525 sh | 92,525 | $18.2M | — | +11.5% |
| 450 | LOWE BROCKENBROUGH#450 · 85,888 sh | 85,888 | $18.0M | 0.80% | -2.4% |
| 451 | Kintegral Advisory#451 · 85,516 sh | 85,516 | $17.9M | — | 0.0% |
| 452 | Advisors Asset Management#452 · 85,487 sh | 85,487 | $17.9M | 0.27% | +0.7% |
| 453 | Alyeska Investment Group, L.P.#453 · 85,408 sh | 85,408 | $17.9M | 0.05% | -92.4% |
| 454 | Livforsakringsbolaget Skandia, Omsesidigt#454 · 85,138 sh | 85,138 | $17.8M | — | -1.2% |
| 455 | LEVEL FOUR ADVISORY SERVICES#455 · 84,606 sh | 84,606 | $17.7M | 0.50% | -0.1% |
| 456 | Saudi Central Bank#456 · 82,950 sh | 82,950 | $17.3M | 0.23% | +89.3% |
| 457 | Venture Visionary Partners#457 · 81,473 sh | 81,473 | $17.0M | — | +9.6% |
| 458 | BTC Capital Management#458 · 81,060 sh | 81,060 | $16.9M | 1.03% | -21.0% |
| 459 | ROCKLAND#459 · 80,630 sh | 80,630 | $16.9M | — | -1.8% |
| 460 | GERMAN AMERICAN BANCORP#460 · 80,223 sh | 80,223 | $16.8M | 1.26% | -0.6% |
| 461 | Mount Yale Investment Advisors#461 · 79,775 sh | 79,775 | $16.7M | 0.31% | +2.6% |
| 462 | Norinchukin Bank, The#462 · 79,708 sh | 79,708 | $16.7M | 0.16% | +8.7% |
| 463 | BANQUE PICTET & CIE SA#463 · 79,584 sh | 79,584 | $16.6M | — | +0.4% |
| 464 | Savant Capital#464 · 87,237 sh | 87,237 | $16.4M | 0.05% | +97.8% |
| 465 | Concurrent Investment Advisors#465 · 78,004 sh | 78,004 | $16.3M | — | +24.4% |
| 466 | AXXCESS WEALTH MANAGEMENT#466 · 77,827 sh | 77,827 | $16.3M | — | New |
| 467 | IEQ CAPITAL#467 · 77,021 sh | 77,021 | $16.1M | 0.07% | -46.8% |
| 468 | AIA Group Ltd#468 · 76,804 sh | 76,804 | $16.1M | 0.20% | -38.7% |
| 469 | EAGLE CAPITAL MANAGEMENT#469 · 76,500 sh | 76,500 | $16.0M | 0.05% | -3.9% |
| 470 | McGuire Investment Group#470 · 75,996 sh | 75,996 | $15.9M | — | +0.1% |
| 471 | Atria Investments#471 · 75,523 sh | 75,523 | $15.8M | — | +1.9% |
| 472 | Emerald Investment Advisers#472 · 75,241 sh | 75,241 | $15.7M | 1.05% | +18.8% |
| 473 | Fiduciary Alliance#473 · 74,707 sh | 74,707 | $15.6M | — | -6.4% |
| 474 | Vise Technologies#474 · 73,977 sh | 73,977 | $15.5M | 0.18% | +54.2% |
| 475 | PARK AVENUE SECURITIES#475 · 73,558 sh | 73,558 | $15.4M | — | +5.1% |
| 476 | WESBANCO BANK#476 · 73,075 sh | 73,075 | $15.3M | 0.38% | +0.6% |
| 477 | STRATEGIC PLANNING GROUP#477 · 72,568 sh | 72,568 | $15.2M | — | +2.7% |
| 478 | INTECH INVESTMENT MANAGEMENT#478 · 72,476 sh | 72,476 | $15.2M | 0.14% | -10.4% |
| 479 | HM PAYSON#479 · 72,349 sh | 72,349 | $15.1M | 0.20% | +661.3% |
| 480 | Kentucky Retirement Systems#480 · 71,622 sh | 71,622 | $15.0M | 0.37% | -37.4% |
| 481 | Cyndeo Wealth Partners#481 · 70,839 sh | 70,839 | $14.8M | — | +6.0% |
| 482 | EASTERN BANK#482 · 70,264 sh | 70,264 | $14.7M | — | +6.8% |
| 483 | Private Advisor Group#483 · 69,779 sh | 69,779 | $14.6M | 0.07% | -10.3% |
| 484 | Brookstone Capital Management#484 · 69,561 sh | 69,561 | $14.5M | — | +207.6% |
| 485 | Rokos Capital Management LLP#485 · 69,301 sh | 69,301 | $14.5M | 0.05% | -70.7% |
| 486 | D.A. DAVIDSON#486 · 69,210 sh | 69,210 | $14.5M | — | -0.4% |
| 487 | CITIZENS FINANCIAL GROUP#487 · 69,062 sh | 69,062 | $14.4M | — | +5.1% |
| 488 | Westbourne Investment Advisors#488 · 68,596 sh | 68,596 | $14.3M | — | -3.9% |
| 489 | GUGGENHEIM CAPITAL#489 · 67,657 sh | 67,657 | $14.1M | 0.09% | +4.2% |
| 490 | Diversified#490 · 66,996 sh | 66,996 | $14.0M | 0.22% | +31.4% |
| 491 | Premier Fund Managers Ltd#491 · 65,800 sh | 65,800 | $13.9M | 1.26% | New |
| 492 | HARTFORD INVESTMENT MANAGEMENT#492 · 66,298 sh | 66,298 | $13.9M | 0.39% | -3.5% |
| 493 | New Age Alpha Advisors#493 · 66,065 sh | 66,065 | $13.8M | 0.58% | -2.6% |
| 494 | Alley Investment Management Company#494 · 65,293 sh | 65,293 | $13.6M | 1.59% | -3.7% |
| 495 | BURNS J W#495 · 65,104 sh | 65,104 | $13.6M | — | -1.3% |
| 496 | MassMutual Private Wealth & , FSB#496 · 64,118 sh | 64,118 | $13.4M | — | -7.6% |
| 497 | Lombard Odier Asset Management (Switzerland) SA#497 · 63,810 sh | 63,810 | $13.3M | 0.42% | -3.2% |
| 498 | Sterling Capital Management#498 · 91,582 sh | 91,582 | $13.3M | — | 0.0% |
| 499 | HOURGLASS CAPITAL#499 · 63,520 sh | 63,520 | $13.3M | — | -0.9% |
| 500 | Texas Capital Bank Wealth Management Services#500 · 62,963 sh | 62,963 | $13.2M | 0.70% | -11.3% |
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.