MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 2,758
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Elk River Wealth Management#601 · 41,332 sh | 41,332 | $8.6M | 1.38% | -9.0% |
| 602 | SkyOak Wealth#602 · 40,946 sh | 40,946 | $8.6M | — | -2.2% |
| 603 | Sowell Financial Services#603 · 40,917 sh | 40,917 | $8.6M | — | +1.1% |
| 604 | Clearstead Advisors#604 · 40,871 sh | 40,871 | $8.5M | 0.08% | +12.3% |
| 605 | HENNESSY ADVISORS#605 · 40,800 sh | 40,800 | $8.5M | 0.27% | -4.4% |
| 606 | BW Gestao de Investimentos Ltda.#606 · 40,700 sh | 40,700 | $8.5M | 0.17% | -29.5% |
| 607 | FIRST CITIZENS BANK#607 · 40,689 sh | 40,689 | $8.5M | — | -4.1% |
| 608 | Xcel Wealth Management#608 · 40,660 sh | 40,660 | $8.5M | — | -9.1% |
| 609 | CITY HOLDING#609 · 40,448 sh | 40,448 | $8.5M | — | -2.5% |
| 610 | SIT INVESTMENT ASSOCIATES#610 · 40,380 sh | 40,380 | $8.4M | 0.16% | -12.9% |
| 611 | QUADRANT CAPITAL GROUP#611 · 40,321 sh | 40,321 | $8.4M | — | -47.6% |
| 612 | Osmosis Investment Management UK Ltd#612 · 40,228 sh | 40,228 | $8.4M | 0.39% | -48.7% |
| 613 | Geremia Financial Services#613 · 40,000 sh | 40,000 | $8.4M | — | 0.0% |
| 614 | Fidelis Capital Partners#614 · 39,951 sh | 39,951 | $8.4M | 0.48% | +17.8% |
| 615 | Capital Investment Counsel#615 · 39,950 sh | 39,950 | $8.4M | — | +1.6% |
| 616 | Dynamic Advisor Solutions#616 · 39,848 sh | 39,848 | $8.3M | — | +9.4% |
| 617 | BOCHK Asset Management Ltd#617 · 39,800 sh | 39,800 | $8.3M | 1.31% | +49.6% |
| 618 | Orange Investment Advisors#618 · 39,691 sh | 39,691 | $8.3M | — | -9.3% |
| 619 | GAMMA Investing#619 · 39,630 sh | 39,630 | $8.3M | — | +12.9% |
| 620 | Covenant Asset Management#620 · 39,592 sh | 39,592 | $8.3M | — | +140.2% |
| 621 | Cresset Asset Management#621 · 39,129 sh | 39,129 | $8.2M | 0.03% | +12.8% |
| 622 | Bleakley Financial Group#622 · 38,933 sh | 38,933 | $8.1M | 0.10% | +13.1% |
| 623 | Morangie Management#623 · 38,623 sh | 38,623 | $8.1M | — | -0.4% |
| 624 | Talon Private Wealth#624 · 38,618 sh | 38,618 | $8.1M | 0.47% | +140.1% |
| 625 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#625 · 38,433 sh | 38,433 | $8.0M | 0.09% | -0.2% |
| 626 | Frank, Rimerman Advisors#626 · 38,149 sh | 38,149 | $8.0M | — | +0.3% |
| 627 | Callan Family Office#627 · 38,006 sh | 38,006 | $7.9M | 0.16% | +3.6% |
| 628 | Fifth Third Wealth Advisors#628 · 37,957 sh | 37,957 | $7.9M | — | +7.6% |
| 629 | Madison Asset Management#629 · 37,780 sh | 37,780 | $7.9M | 0.09% | -11.7% |
| 630 | Integrated Advisors Network#630 · 37,324 sh | 37,324 | $7.8M | — | +28.4% |
| 631 | Advisory Services Network#631 · 37,305 sh | 37,305 | $7.8M | 0.09% | 0.0% |
| 632 | VAN ECK ASSOCIATES#632 · 37,251 sh | 37,251 | $7.8M | <0.01% | -3.1% |
| 633 | Parallax Volatility Advisers, L.P.#633 · 37,093 sh | 37,093 | $7.8M | 0.01% | New |
| 634 | Linscomb Wealth#634 · 36,949 sh | 36,949 | $7.7M | 0.33% | -5.6% |
| 635 | SHELTON CAPITAL MANAGEMENT#635 · 36,863 sh | 36,863 | $7.7M | 0.14% | -51.0% |
| 636 | CARY STREET PARTNERS FINANCIAL#636 · 36,745 sh | 36,745 | $7.7M | 0.17% | +5.0% |
| 637 | Stokes Capital Advisors#637 · 36,469 sh | 36,469 | $7.6M | — | -7.8% |
| 638 | Beacon Pointe Advisors#638 · 36,403 sh | 36,403 | $7.6M | 0.04% | -6.1% |
| 639 | Elyxium Wealth#639 · 35,840 sh | 35,840 | $7.5M | — | +1031.3% |
| 640 | BRASADA CAPITAL MANAGEMENT#640 · 0 sh | 0 | $7.5M | 1.34% | -100.0% |
| 641 | TRIGLAV SKLADI, D.O.O.#641 · 35,824 sh | 35,824 | $7.5M | 0.39% | +77.8% |
| 642 | Hamilton Capital Partners#642 · 35,686 sh | 35,686 | $7.5M | 0.22% | +9.9% |
| 643 | STOCK YARDS BANK#643 · 35,666 sh | 35,666 | $7.5M | 0.21% | -0.1% |
| 644 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#644 · 35,610 sh | 35,610 | $7.4M | 0.86% | -21.6% |
| 645 | Commonwealth Retirement Investments#645 · 35,181 sh | 35,181 | $7.4M | — | New |
| 646 | Sandy Cove Advisors#646 · 34,988 sh | 34,988 | $7.3M | 1.83% | +0.5% |
| 647 | Brentview Investment Management#647 · 34,925 sh | 34,925 | $7.3M | 2.89% | -16.4% |
| 648 | IBEX WEALTH ADVISORS#648 · 34,746 sh | 34,746 | $7.3M | 0.57% | +337.3% |
| 649 | CARRET ASSET MANAGEMENT#649 · 34,516 sh | 34,516 | $7.2M | 0.63% | +0.1% |
| 650 | ALGERT GLOBAL#650 · 34,432 sh | 34,432 | $7.2M | 0.09% | -6.7% |
| 651 | SouthState Bank#651 · 34,384 sh | 34,384 | $7.2M | 0.30% | +4.2% |
| 652 | Summit Trail Advisors#652 · 34,201 sh | 34,201 | $7.1M | 0.09% | 0.0% |
| 653 | S#653 · 33,987 sh | 33,987 | $7.1M | 0.41% | -0.9% |
| 654 | HIGHLAND CAPITAL MANAGEMENT#654 · 33,940 sh | 33,940 | $7.1M | — | -0.3% |
| 655 | NBC SECURITIES#655 · 33,811 sh | 33,811 | $7.1M | — | -1.1% |
| 656 | Prime Capital Investment Advisors#656 · 33,444 sh | 33,444 | $7.0M | — | +4.4% |
| 657 | ADELL HARRIMAN & CARPENTER#657 · 33,372 sh | 33,372 | $7.0M | 0.36% | 0.0% |
| 658 | GREENWOOD CAPITAL ASSOCIATES#658 · 33,343 sh | 33,343 | $7.0M | — | -20.6% |
| 659 | Meeder Advisory Services#659 · 33,188 sh | 33,188 | $6.9M | 0.25% | +6.9% |
| 660 | FAS Wealth Partners#660 · 33,068 sh | 33,068 | $6.9M | 0.36% | +8.5% |
| 661 | Compagnie Lombard Odier SCmA#661 · 33,061 sh | 33,061 | $6.9M | 0.07% | -0.2% |
| 662 | North Dakota State Investment Board#662 · 33,037 sh | 33,037 | $6.9M | — | -1.0% |
| 663 | SECURIAN ASSET MANAGEMENT#663 · 31,854 sh | 31,854 | $6.9M | 0.25% | -2.4% |
| 664 | Union Heritage Capital#664 · 32,814 sh | 32,814 | $6.9M | 2.33% | 0.0% |
| 665 | FINANCIAL ADVISORY PARTNERS#665 · 32,640 sh | 32,640 | $6.8M | — | -2.3% |
| 666 | LMCG INVESTMENTS#666 · 32,607 sh | 32,607 | $6.8M | — | -21.8% |
| 667 | PRAXIS INVESTMENT MANAGEMENT#667 · 32,291 sh | 32,291 | $6.8M | 0.36% | 0.0% |
| 668 | RNC CAPITAL MANAGEMENT#668 · 32,196 sh | 32,196 | $6.7M | 0.28% | -1.4% |
| 669 | Sigma Planning#669 · 32,153 sh | 32,153 | $6.7M | — | 0.0% |
| 670 | BENJAMIN EDWARDS#670 · 31,667 sh | 31,667 | $6.6M | 0.06% | +5.5% |
| 671 | Parkside Financial Bank#671 · 31,624 sh | 31,624 | $6.6M | — | +98.8% |
| 672 | Glass Wealth Management#672 · 31,573 sh | 31,573 | $6.6M | 2.21% | +2.4% |
| 673 | Generali Investments CEE, investicni spolecnost, a.s.#673 · 31,551 sh | 31,551 | $6.6M | — | -7.7% |
| 674 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#674 · 31,389 sh | 31,389 | $6.6M | 0.02% | +2.1% |
| 675 | SALEM INVESTMENT COUNSELORS#675 · 31,273 sh | 31,273 | $6.5M | — | -0.6% |
| 676 | SCHOLTZ & COMPANY#676 · 31,266 sh | 31,266 | $6.5M | 3.26% | -3.6% |
| 677 | Sculati Wealth Management#677 · 30,255 sh | 30,255 | $6.5M | — | -1.8% |
| 678 | BRIGHT ROCK CAPITAL MANAGEMENT#678 · 31,000 sh | 31,000 | $6.5M | — | 0.0% |
| 679 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#679 · 30,996 sh | 30,996 | $6.5M | 0.02% | +36.9% |
| 680 | SIGNATUREFD#680 · 30,969 sh | 30,969 | $6.5M | — | +4.9% |
| 681 | Socorro Asset Management#681 · 30,967 sh | 30,967 | $6.5M | 2.91% | -27.4% |
| 682 | STEPHENS#682 · 30,893 sh | 30,893 | $6.5M | 0.07% | +7.1% |
| 683 | Smith, Salley & Associates#683 · 30,845 sh | 30,845 | $6.4M | 0.28% | +4.4% |
| 684 | HCR Wealth Advisors#684 · 30,840 sh | 30,840 | $6.4M | — | +1.4% |
| 685 | Farther Finance Advisors#685 · 30,785 sh | 30,785 | $6.4M | — | +5.3% |
| 686 | SIMON QUICK ADVISORS#686 · 30,705 sh | 30,705 | $6.4M | — | -17.3% |
| 687 | Sarasin & Partners LLP#687 · 30,673 sh | 30,673 | $6.4M | — | -36.8% |
| 688 | GC Wealth Management RIA#688 · 30,605 sh | 30,605 | $6.4M | 0.37% | -14.9% |
| 689 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#689 · 30,059 sh | 30,059 | $6.3M | 0.30% | -7.9% |
| 690 | GREAT VALLEY ADVISOR GROUP#690 · 29,893 sh | 29,893 | $6.2M | 0.10% | +2.4% |
| 691 | Kentucky Retirement Systems Insurance Fund#691 · 29,722 sh | 29,722 | $6.2M | 0.37% | -1.9% |
| 692 | GREENLEAF#692 · 29,247 sh | 29,247 | $6.1M | 0.06% | +3.6% |
| 693 | Mattson Financial Services#693 · 27,861 sh | 27,861 | $6.1M | 1.27% | -4.5% |
| 694 | Pinnacle Wealth Management Group#694 · 29,059 sh | 29,059 | $6.1M | — | -3.8% |
| 695 | Myriad Asset Management Advisors#695 · 28,878 sh | 28,878 | $6.0M | 1.42% | +19.0% |
| 696 | Arkadios Wealth Advisors#696 · 28,638 sh | 28,638 | $6.0M | 0.09% | +6.3% |
| 697 | Mayflower Financial Advisors#697 · 28,503 sh | 28,503 | $6.0M | 0.51% | +0.7% |
| 698 | Philadelphia Financial Management of San Francisco#698 · 28,400 sh | 28,400 | $5.9M | 1.20% | New |
| 699 | CAISSE DES DEPOTS ET CONSIGNATIONS#699 · 28,343 sh | 28,343 | $5.9M | 0.10% | -22.1% |
| 700 | Cito Capital Group#700 · 28,204 sh | 28,204 | $5.9M | 1.60% | -0.9% |
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.