MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Coppell Advisory Solutions#501 · 2,295 sh | 2,295 | $13.1M | 1.06% | New |
| 502 | Vident Advisory#502 · 61,891 sh | 61,891 | $12.9M | 0.09% | -25.6% |
| 503 | CI INVESTMENTS#503 · 61,492 sh | 61,492 | $12.9M | 0.04% | +337.4% |
| 504 | Louisiana State Employees Retirement System#504 · 61,300 sh | 61,300 | $12.8M | — | 0.0% |
| 505 | Oliver Luxxe Assets#505 · 60,635 sh | 60,635 | $12.7M | — | -19.2% |
| 506 | Laird Norton Wetherby Company#506 · 60,596 sh | 60,596 | $12.7M | 0.24% | -0.2% |
| 507 | Maryland State Retirement & Pension System#507 · 60,485 sh | 60,485 | $12.6M | 0.22% | +6.0% |
| 508 | Polar Capital Plc#508 · 59,823 sh | 59,823 | $12.5M | 0.03% | +9.1% |
| 509 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#509 · 59,810 sh | 59,810 | $12.5M | 0.31% | +6.6% |
| 510 | Ballentine Partners#510 · 59,629 sh | 59,629 | $12.5M | 0.15% | +0.5% |
| 511 | ALBION FINANCIAL GROUP#511 · 59,619 sh | 59,619 | $12.5M | — | -0.4% |
| 512 | Trifecta Capital Advisors#512 · 59,132 sh | 59,132 | $12.4M | — | -0.7% |
| 513 | Jupiter Wealth Management#513 · 58,807 sh | 58,807 | $12.3M | 4.92% | +2.7% |
| 514 | Empirical Finance#514 · 58,732 sh | 58,732 | $12.3M | 0.51% | -14.4% |
| 515 | NatWest Group plc#515 · 58,626 sh | 58,626 | $12.3M | 2.19% | +0.6% |
| 516 | Union Bancaire Privee, UBP SA#516 · 64,552 sh | 64,552 | $12.3M | 0.13% | +6.0% |
| 517 | MONTAG A & ASSOCIATES#517 · 58,308 sh | 58,308 | $12.2M | 0.51% | -2.1% |
| 518 | INTACT INVESTMENT MANAGEMENT#518 · 58,100 sh | 58,100 | $12.1M | 0.35% | 0.0% |
| 519 | Banque Cantonale Vaudoise#519 · 57,981 sh | 57,981 | $12.1M | 0.47% | -27.2% |
| 520 | FORA Capital#520 · 57,981 sh | 57,981 | $12.1M | 0.83% | +312.1% |
| 521 | GLOBALT Investments / GA#521 · 57,876 sh | 57,876 | $12.1M | — | -2.0% |
| 522 | Nordwand Advisors#522 · 57,869 sh | 57,869 | $12.1M | 1.85% | +0.4% |
| 523 | Parallel Advisors#523 · 57,472 sh | 57,472 | $12.0M | 0.18% | +1.9% |
| 524 | Caprock Group#524 · 57,352 sh | 57,352 | $12.0M | 0.23% | -1.6% |
| 525 | OPPENHEIMER#525 · 57,070 sh | 57,070 | $11.9M | — | -1.3% |
| 526 | DCM Advisors#526 · 58,482 sh | 58,482 | $11.9M | 4.70% | -4.2% |
| 527 | BECKER CAPITAL MANAGEMENT#527 · 55,758 sh | 55,758 | $11.7M | 0.31% | 0.0% |
| 528 | COLDSTREAM CAPITAL MANAGEMENT#528 · 55,625 sh | 55,625 | $11.6M | 0.15% | -5.4% |
| 529 | Vestmark Advisory Solutions#529 · 55,615 sh | 55,615 | $11.6M | 0.11% | -25.3% |
| 530 | Tradewinds#530 · 8,581 sh | 8,581 | $11.6M | 2.61% | -83.2% |
| 531 | CreativeOne Wealth#531 · 55,217 sh | 55,217 | $11.5M | 0.25% | +4.7% |
| 532 | Walleye Trading#532 · 54,808 sh | 54,808 | $11.5M | 0.01% | +111.3% |
| 533 | Assenagon Asset Management S.A.#533 · 54,503 sh | 54,503 | $11.4M | — | -8.1% |
| 534 | L & S Advisors#534 · 54,325 sh | 54,325 | $11.4M | 1.17% | New |
| 535 | EP Wealth Advisors#535 · 53,093 sh | 53,093 | $11.1M | 0.04% | +13.2% |
| 536 | Iowa State Bank#536 · 53,036 sh | 53,036 | $11.1M | — | -10.2% |
| 537 | XTX Topco Ltd#537 · 52,926 sh | 52,926 | $11.1M | 0.14% | +143.3% |
| 538 | BROWN BROTHERS HARRIMAN#538 · 52,510 sh | 52,510 | $11.0M | 0.05% | +50.5% |
| 539 | OLD SECOND NATIONAL BANK OF AURORA#539 · 52,374 sh | 52,374 | $10.9M | — | -5.7% |
| 540 | AG2R LA MONDIALE GESTION D'ACTIFS#540 · 52,209 sh | 52,209 | $10.9M | — | +9.4% |
| 541 | Pinnacle Wealth Management Advisory Group#541 · 52,042 sh | 52,042 | $10.9M | — | +0.8% |
| 542 | Baugh & Associates#542 · 51,765 sh | 51,765 | $10.8M | — | -17.9% |
| 543 | BAROMETER CAPITAL MANAGEMENT#543 · 51,720 sh | 51,720 | $10.8M | 3.00% | New |
| 544 | Lorne Steinberg Wealth Management#544 · 51,656 sh | 51,656 | $10.8M | — | +1.2% |
| 545 | Private Wealth Partners#545 · 51,545 sh | 51,545 | $10.8M | — | +0.4% |
| 546 | ADVOCATE GROUP#546 · 51,194 sh | 51,194 | $10.7M | — | -10.5% |
| 547 | Consolidated Investment Group#547 · 51,040 sh | 51,040 | $10.7M | 0.93% | 0.0% |
| 548 | Interval Partners#548 · 51,020 sh | 51,020 | $10.7M | 0.28% | -43.8% |
| 549 | Aureus Asset Management#549 · 50,794 sh | 50,794 | $10.6M | 0.65% | +7.8% |
| 550 | FIRST NATIONAL#550 · 50,793 sh | 50,793 | $10.6M | 0.36% | +0.1% |
| 551 | Financiere des Professionnels - Fonds d,investissement#551 · 50,759 sh | 50,759 | $10.6M | 0.60% | -5.7% |
| 552 | Siemens Fonds Invest GmbH#552 · 50,625 sh | 50,625 | $10.6M | 0.52% | -3.6% |
| 553 | LOOMIS SAYLES & L P#553 · 49,868 sh | 49,868 | $10.4M | 0.01% | -12.1% |
| 554 | UNITED CAPITAL FINANCIAL ADVISORS#554 · 49,436 sh | 49,436 | $10.3M | 0.06% | +2.5% |
| 555 | Caption Management#555 · 49,400 sh | 49,400 | $10.3M | 0.05% | +349.1% |
| 556 | Horizon Investments#556 · 49,564 sh | 49,564 | $10.3M | 0.11% | +14.7% |
| 557 | AlphaCore Capital#557 · 49,209 sh | 49,209 | $10.3M | 0.19% | +371.1% |
| 558 | HOEY INVESTMENTS#558 · 49,186 sh | 49,186 | $10.3M | 1.33% | +4.6% |
| 559 | NIGHTVIEW CAPITAL#559 · 48,922 sh | 48,922 | $10.2M | — | 0.0% |
| 560 | Stenger Family Office#560 · 48,904 sh | 48,904 | $10.2M | — | +12.4% |
| 561 | Metis Global Partners#561 · 48,640 sh | 48,640 | $10.2M | 0.23% | +9.8% |
| 562 | Artisan Partners Limited Partnership#562 · 48,437 sh | 48,437 | $10.1M | 0.02% | -91.6% |
| 563 | LDIC#563 · 48,339 sh | 48,339 | $10.1M | — | — |
| 564 | Integrated Wealth Concepts#564 · 48,243 sh | 48,243 | $10.1M | 0.05% | +43.2% |
| 565 | Plato Investment Management Ltd#565 · 48,226 sh | 48,226 | $10.0M | 0.57% | +6.0% |
| 566 | MARVIN & PALMER ASSOCIATES#566 · 47,734 sh | 47,734 | $10.0M | 6.28% | New |
| 567 | CYPRESS FINANCIAL PLANNING#567 · 47,654 sh | 47,654 | $10.0M | — | +26.3% |
| 568 | CHOREO#568 · 47,633 sh | 47,633 | $10.0M | 0.11% | -15.1% |
| 569 | Aragon Global Management#569 · 47,250 sh | 47,250 | $9.9M | 3.74% | +211.9% |
| 570 | SevenBridge Financial Group#570 · 45,197 sh | 45,197 | $9.8M | — | +1.2% |
| 571 | Joel Isaacson#571 · 46,639 sh | 46,639 | $9.7M | 0.28% | -2.1% |
| 572 | Temasek (Private) Ltd#572 · 46,402 sh | 46,402 | $9.7M | 0.03% | New |
| 573 | Summit Financial#573 · 46,271 sh | 46,271 | $9.7M | 0.11% | +8.9% |
| 574 | Global Retirement Partners#574 · 46,158 sh | 46,158 | $9.6M | 0.15% | — |
| 575 | Cunning Capital Partners#575 · 45,796 sh | 45,796 | $9.6M | 3.86% | 0.0% |
| 576 | Wealthspire Advisors#576 · 45,471 sh | 45,471 | $9.5M | 0.05% | +101.2% |
| 577 | Occidental Asset Management#577 · 45,379 sh | 45,379 | $9.5M | 0.94% | +2.1% |
| 578 | Gotham Asset Management#578 · 45,373 sh | 45,373 | $9.5M | 0.02% | +0.3% |
| 579 | Independent Advisor Alliance#579 · 45,127 sh | 45,127 | $9.4M | 0.22% | -10.9% |
| 580 | Principal Street Partners#580 · 44,822 sh | 44,822 | $9.4M | 1.37% | -0.6% |
| 581 | Perigon Wealth Management#581 · 44,661 sh | 44,661 | $9.3M | — | +2.6% |
| 582 | Canada Post Registered Pension Plan#582 · 44,340 sh | 44,340 | $9.3M | 0.32% | +6.7% |
| 583 | White Pine Investment#583 · 44,110 sh | 44,110 | $9.2M | — | -1.9% |
| 584 | EFG International AG#584 · 44,114 sh | 44,114 | $9.2M | 0.17% | +30.0% |
| 585 | PRINCIPAL SECURITIES#585 · 44,097 sh | 44,097 | $9.2M | 0.11% | -6.1% |
| 586 | Sienna Gestion#586 · 42,852 sh | 42,852 | $9.2M | 0.54% | -7.3% |
| 587 | Westwind Capital#587 · 43,637 sh | 43,637 | $9.1M | — | New |
| 588 | Envestnet Portfolio Solutions#588 · 43,573 sh | 43,573 | $9.1M | 0.04% | -2.9% |
| 589 | Allworth Financial#589 · 43,540 sh | 43,540 | $9.1M | 0.04% | -52.4% |
| 590 | TOKIO MARINE ASSET MANAGEMENT LTD#590 · 43,373 sh | 43,373 | $9.1M | — | +2.8% |
| 591 | Stratos Investment Management#591 · 43,220 sh | 43,220 | $9.0M | 0.33% | -1.0% |
| 592 | E. Ohman J:or Asset Management AB#592 · 42,627 sh | 42,627 | $8.9M | — | +6.3% |
| 593 | Greystone Financial Group#593 · 42,431 sh | 42,431 | $8.9M | — | -3.7% |
| 594 | Jain Global#594 · 42,210 sh | 42,210 | $8.8M | 0.03% | New |
| 595 | Trajan Wealth#595 · 42,125 sh | 42,125 | $8.8M | 0.33% | -4.3% |
| 596 | INSPIRE , N.A.#596 · 42,000 sh | 42,000 | $8.8M | 1.21% | -4.5% |
| 597 | Edgestream Partners, L.P.#597 · 41,812 sh | 41,812 | $8.7M | 0.26% | -50.8% |
| 598 | Global Wealth Management Investment Advisory#598 · 41,627 sh | 41,627 | $8.7M | 1.24% | -0.4% |
| 599 | Ameritas Investment Partners#599 · 41,522 sh | 41,522 | $8.7M | 0.23% | -1.5% |
| 600 | RITHOLTZ WEALTH MANAGEMENT#600 · 41,371 sh | 41,371 | $8.6M | 0.13% | +2.9% |
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.