MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 2,758
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | THOMPSON SIEGEL & WALMSLEY#701 · 27,958 sh | 27,958 | $5.8M | 0.10% | -1.9% |
| 702 | LINCLUDEN MANAGEMENT LTD#702 · 27,805 sh | 27,805 | $5.8M | — | -1.7% |
| 703 | FULTON BANK, N.A.#703 · 27,755 sh | 27,755 | $5.8M | — | +8.0% |
| 704 | Sanibel Captiva Company#704 · 27,711 sh | 27,711 | $5.8M | 0.14% | +73.9% |
| 705 | BOOTHBAY FUND MANAGEMENT#705 · 27,681 sh | 27,681 | $5.8M | 0.08% | +1687.0% |
| 706 | Capital Asset Advisory Services#706 · 27,681 sh | 27,681 | $5.8M | 0.21% | +3.1% |
| 707 | CENTRAL#707 · 27,615 sh | 27,615 | $5.8M | 0.10% | +1.1% |
| 708 | Fulcrum Asset Management LLP#708 · 27,158 sh | 27,158 | $5.7M | 0.57% | +52.7% |
| 709 | Stratos Wealth Partners, LTD.#709 · 27,390 sh | 27,390 | $5.7M | 0.06% | +1.4% |
| 710 | Vest Financial#710 · 27,389 sh | 27,389 | $5.7M | — | +1.6% |
| 711 | K.J. Harrison & Partners#711 · 27,031 sh | 27,031 | $5.7M | 0.80% | -33.6% |
| 712 | GRIFFIN ASSET MANAGEMENT#712 · 26,956 sh | 26,956 | $5.6M | — | -1.1% |
| 713 | TWO SIGMA SECURITIES#713 · 26,909 sh | 26,909 | $5.6M | 0.49% | +427.8% |
| 714 | Trilogy Capital#714 · 26,895 sh | 26,895 | $5.6M | — | +5.4% |
| 715 | Hedeker Wealth#715 · 26,792 sh | 26,792 | $5.6M | — | +2.1% |
| 716 | MEYER HANDELMAN#716 · 26,714 sh | 26,714 | $5.6M | — | -2.3% |
| 717 | MGO ONE SEVEN#717 · 26,596 sh | 26,596 | $5.6M | 0.09% | +2.9% |
| 718 | Next Level Private#718 · 26,523 sh | 26,523 | $5.5M | — | +0.5% |
| 719 | Rossmore Private Capital#719 · 26,435 sh | 26,435 | $5.5M | — | -0.7% |
| 720 | DIMENSION CAPITAL MANAGEMENT#720 · 26,281 sh | 26,281 | $5.5M | 0.64% | 0.0% |
| 721 | Vertrix Wealth Management#721 · 26,272 sh | 26,272 | $5.5M | — | -14.9% |
| 722 | AssuredPartners Investment Advisors#722 · 25,890 sh | 25,890 | $5.4M | 0.52% | -1.3% |
| 723 | NORTHEAST INVESTMENT MANAGEMENT#723 · 25,735 sh | 25,735 | $5.4M | 0.20% | +7.5% |
| 724 | Northwest Bancshares#724 · 25,735 sh | 25,735 | $5.4M | 0.97% | -7.6% |
| 725 | Dana Investment Advisors#725 · 25,599 sh | 25,599 | $5.4M | 0.14% | -14.4% |
| 726 | BURNEY#726 · 25,563 sh | 25,563 | $5.3M | — | +1.9% |
| 727 | KMG FIDUCIARY PARTNERS#727 · 25,368 sh | 25,368 | $5.3M | — | -25.5% |
| 728 | OF TOLEDO NA#728 · 25,367 sh | 25,367 | $5.3M | — | +1.6% |
| 729 | Bradyco#729 · 25,328 sh | 25,328 | $5.3M | 6.07% | 0.0% |
| 730 | PATTEN & PATTEN#730 · 25,249 sh | 25,249 | $5.3M | — | 0.0% |
| 731 | Palisade Asset Management#731 · 25,157 sh | 25,157 | $5.3M | 0.49% | -3.5% |
| 732 | CULBERTSON A N#732 · 25,073 sh | 25,073 | $5.2M | — | -2.3% |
| 733 | Arete Wealth Advisors#733 · 25,039 sh | 25,039 | $5.2M | 0.17% | New |
| 734 | Kestra Investment Management#734 · 25,022 sh | 25,022 | $5.2M | 0.10% | +1418.3% |
| 735 | FRANKLIN STREET ADVISORS#735 · 25,000 sh | 25,000 | $5.2M | — | 0.0% |
| 736 | Truvestments Capital#736 · 24,998 sh | 24,998 | $5.2M | 0.78% | 0.0% |
| 737 | TD PRIVATE CLIENT WEALTH#737 · 24,947 sh | 24,947 | $5.2M | 0.10% | -1.7% |
| 738 | LOGAN CAPITAL MANAGEMENT#738 · 24,862 sh | 24,862 | $5.2M | 0.19% | New |
| 739 | Ramirez Asset Management#739 · 24,729 sh | 24,729 | $5.2M | 0.54% | 0.0% |
| 740 | B. Riley Wealth Advisors#740 · 24,365 sh | 24,365 | $5.2M | — | -1.5% |
| 741 | FIRST NATIONAL BANK OF OMAHA#741 · 24,553 sh | 24,553 | $5.1M | 0.14% | -4.5% |
| 742 | Compound Planning#742 · 24,480 sh | 24,480 | $5.1M | 0.13% | +12.3% |
| 743 | LSV ASSET MANAGEMENT#743 · 24,303 sh | 24,303 | $5.1M | <0.01% | 0.0% |
| 744 | SILVERCREST ASSET MANAGEMENT GROUP#744 · 24,294 sh | 24,294 | $5.1M | 0.03% | +81.2% |
| 745 | TEMA ETFS#745 · 24,259 sh | 24,259 | $5.1M | — | +10.6% |
| 746 | LEE JOHNSON CAPITAL MANAGEMENT#746 · 24,174 sh | 24,174 | $5.1M | 1.58% | New |
| 747 | Meridian Wealth Management#747 · 24,001 sh | 24,001 | $5.0M | 0.15% | +1.9% |
| 748 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#748 · 24,000 sh | 24,000 | $5.0M | 0.21% | 0.0% |
| 749 | Concord Wealth Partners#749 · 23,965 sh | 23,965 | $5.0M | 0.57% | +1.1% |
| 750 | Avidian Wealth Solutions#750 · 23,823 sh | 23,823 | $5.0M | — | +4.9% |
| 751 | Stolper#751 · 23,635 sh | 23,635 | $4.9M | — | +35.5% |
| 752 | Alberta Investment Management#752 · 23,600 sh | 23,600 | $4.9M | 0.03% | New |
| 753 | Glenview#753 · 29,899 sh | 29,899 | $4.9M | 0.08% | 0.0% |
| 754 | TRANSCEND WEALTH COLLECTIVE#754 · 23,384 sh | 23,384 | $4.9M | 0.33% | +18.4% |
| 755 | DAVENPORT#755 · 23,368 sh | 23,368 | $4.9M | — | +19.3% |
| 756 | WHITTIER#756 · 21,946 sh | 21,946 | $4.9M | 0.05% | +17.8% |
| 757 | J.W. COLE ADVISORS#757 · 23,308 sh | 23,308 | $4.9M | 0.08% | New |
| 758 | Vestcor#758 · 23,256 sh | 23,256 | $4.9M | 0.12% | -2.8% |
| 759 | SAGESPRING WEALTH PARTNERS#759 · 23,231 sh | 23,231 | $4.9M | — | +3.8% |
| 760 | Concord Asset Management#760 · 23,122 sh | 23,122 | $4.8M | 0.75% | -0.7% |
| 761 | CAPITOLIS LIQUID GLOBAL MARKETS#761 · 23,026 sh | 23,026 | $4.8M | 0.02% | -79.6% |
| 762 | V-Square Quantitative Management#762 · 22,997 sh | 22,997 | $4.8M | — | -40.6% |
| 763 | River Street Advisors#763 · 22,881 sh | 22,881 | $4.8M | — | +0.8% |
| 764 | MASTERINVEST Kapitalanlage GmbH#764 · 22,833 sh | 22,833 | $4.8M | 0.41% | +24.1% |
| 765 | F/m Investments#765 · 22,804 sh | 22,804 | $4.8M | 0.24% | +18.8% |
| 766 | BARTLETT & WEALTH MANAGEMENT#766 · 22,802 sh | 22,802 | $4.8M | 0.06% | +0.2% |
| 767 | LEAVELL INVESTMENT MANAGEMENT#767 · 22,781 sh | 22,781 | $4.8M | 0.17% | +0.8% |
| 768 | Savvy Advisors#768 · 22,754 sh | 22,754 | $4.8M | 0.10% | +30.1% |
| 769 | Krilogy Financial#769 · 22,726 sh | 22,726 | $4.8M | — | +5.4% |
| 770 | Aaron Wealth Advisors#770 · 22,707 sh | 22,707 | $4.7M | — | +8.1% |
| 771 | LIGHTHOUSE FINANCIAL SERVICES#771 · 22,369 sh | 22,369 | $4.7M | 1.00% | -1.1% |
| 772 | AM INVESTMENT STRATEGIES#772 · 22,533 sh | 22,533 | $4.7M | 0.90% | +0.5% |
| 773 | Smartleaf Asset Management#773 · 22,195 sh | 22,195 | $4.7M | 0.15% | 0.0% |
| 774 | Meridian Wealth Advisors#774 · 22,420 sh | 22,420 | $4.7M | 0.53% | +3.1% |
| 775 | VCI Wealth Management#775 · 22,306 sh | 22,306 | $4.7M | 1.17% | +80.5% |
| 776 | COMMERZBANK AKTIENGESELLSCHAFT#776 · 22,168 sh | 22,168 | $4.6M | 0.09% | -24.0% |
| 777 | YHB Investment Advisors#777 · 22,118 sh | 22,118 | $4.6M | — | -0.8% |
| 778 | TWIN CAPITAL MANAGEMENT#778 · 22,058 sh | 22,058 | $4.6M | 0.50% | +58.5% |
| 779 | StoneX Group#779 · 22,011 sh | 22,011 | $4.6M | 0.19% | -4.9% |
| 780 | IFG Advisory#780 · 21,966 sh | 21,966 | $4.6M | 0.16% | New |
| 781 | Spartan Wealth Advisory Services#781 · 21,928 sh | 21,928 | $4.6M | 0.38% | -1.7% |
| 782 | Schonfeld Strategic Advisors#782 · 21,892 sh | 21,892 | $4.6M | 0.02% | -81.3% |
| 783 | TCTC#783 · 21,831 sh | 21,831 | $4.6M | 0.12% | +0.3% |
| 784 | Miracle Mile Advisors#784 · 21,805 sh | 21,805 | $4.6M | 0.05% | +3.0% |
| 785 | Cohen Klingenstein#785 · 21,800 sh | 21,800 | $4.6M | — | 0.0% |
| 786 | IFP Advisors#786 · 21,762 sh | 21,762 | $4.5M | — | +11.2% |
| 787 | Ashton Thomas Private Wealth#787 · 21,746 sh | 21,746 | $4.5M | 0.09% | -1.1% |
| 788 | EARNEST PARTNERS#788 · 21,592 sh | 21,592 | $4.5M | 0.02% | -2.1% |
| 789 | First National Advisers#789 · 21,543 sh | 21,543 | $4.5M | 0.63% | -5.7% |
| 790 | AMICA MUTUAL INSURANCE#790 · 21,438 sh | 21,438 | $4.5M | 0.37% | -24.9% |
| 791 | SteelPeak Wealth#791 · 21,415 sh | 21,415 | $4.5M | — | +6.7% |
| 792 | Asio Capital#792 · 21,310 sh | 21,310 | $4.5M | — | -6.2% |
| 793 | William B. Walkup & Associates#793 · 21,294 sh | 21,294 | $4.5M | 2.14% | -2.1% |
| 794 | World Investment Advisors#794 · 26,428 sh | 26,428 | $4.4M | 0.07% | -7.4% |
| 795 | EVERGREEN CAPITAL MANAGEMENT#795 · 21,183 sh | 21,183 | $4.4M | — | +38.5% |
| 796 | HARBOR CAPITAL ADVISORS#796 · 21,138 sh | 21,138 | $4.4M | — | +0.2% |
| 797 | Huntleigh Advisors#797 · 21,101 sh | 21,101 | $4.4M | 0.62% | +9.4% |
| 798 | Redhawk Wealth Advisors#798 · 21,051 sh | 21,051 | $4.4M | — | -4.3% |
| 799 | CANANDAIGUA NATIONAL BANK#799 · 20,966 sh | 20,966 | $4.4M | — | — |
| 800 | Core Alternative Capital#800 · 20,876 sh | 20,876 | $4.4M | 1.31% | -32.8% |
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.