MORGAN STANLEY (MS) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 2,757
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Axecap Investments#801 · 20,866 sh | 20,866 | $4.4M | — | +169.2% |
| 802 | Y-Intercept (Hong Kong) Ltd#802 · 20,727 sh | 20,727 | $4.3M | — | -27.2% |
| 803 | Hurley Capital#803 · 20,673 sh | 20,673 | $4.3M | 2.24% | -10.1% |
| 804 | Choate Investment Advisors#804 · 20,657 sh | 20,657 | $4.3M | 0.08% | -12.2% |
| 805 | Coastline#805 · 20,616 sh | 20,616 | $4.3M | — | -0.4% |
| 806 | Alaethes Wealth#806 · 20,612 sh | 20,612 | $4.3M | 1.25% | -0.2% |
| 807 | BFI Infinity Ltd.#807 · 20,573 sh | 20,573 | $4.3M | — | New |
| 808 | Alcosta Capital Management#808 · 20,520 sh | 20,520 | $4.3M | 2.90% | -5.7% |
| 809 | McKinley Carter Wealth Services#809 · 20,256 sh | 20,256 | $4.2M | — | -1.2% |
| 810 | SYON CAPITAL#810 · 20,251 sh | 20,251 | $4.2M | 0.18% | -7.8% |
| 811 | Capital Investment Advisors#811 · 20,219 sh | 20,219 | $4.2M | — | +2.0% |
| 812 | MidFirst Bank#812 · 20,180 sh | 20,180 | $4.2M | 0.30% | -0.5% |
| 813 | Schear Investment Advisers#813 · 20,156 sh | 20,156 | $4.2M | — | +4.0% |
| 814 | Werlinich Asset Management#814 · 20,100 sh | 20,100 | $4.2M | — | 0.0% |
| 815 | Baldwin Investment Management#815 · 20,065 sh | 20,065 | $4.2M | 0.41% | +2.9% |
| 816 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#816 · 20,049 sh | 20,049 | $4.2M | — | -2.4% |
| 817 | SUMITOMO LIFE INSURANCE#817 · 19,712 sh | 19,712 | $4.1M | 0.07% | -5.5% |
| 818 | Williams Jones Wealth Management#818 · 19,496 sh | 19,496 | $4.1M | 0.05% | +7.7% |
| 819 | Snowden Capital Advisors#819 · 19,354 sh | 19,354 | $4.0M | 0.10% | +4.5% |
| 820 | SeaBridge Investment Advisors#820 · 19,296 sh | 19,296 | $4.0M | 0.58% | +28.7% |
| 821 | Insight Inv#821 · 19,192 sh | 19,192 | $4.0M | — | +1.4% |
| 822 | Rydar Equities#822 · 18,406 sh | 18,406 | $4.0M | — | +6.7% |
| 823 | Lipe & Dalton#823 · 19,101 sh | 19,101 | $4.0M | — | -6.9% |
| 824 | SOROS FUND MANAGEMENT#824 · 19,096 sh | 19,096 | $4.0M | 0.05% | New |
| 825 | Modern Wealth Management#825 · 19,071 sh | 19,071 | $4.0M | 0.05% | +93.0% |
| 826 | Caldwell#826 · 18,896 sh | 18,896 | $4.0M | 0.32% | +1.5% |
| 827 | Crestwood Advisors Group#827 · 18,879 sh | 18,879 | $3.9M | 0.06% | +1.7% |
| 828 | MainStreet Investment Advisors#828 · 18,809 sh | 18,809 | $3.9M | 0.54% | -2.4% |
| 829 | Penobscot Investment Management Company#829 · 18,781 sh | 18,781 | $3.9M | — | +39.6% |
| 830 | Bridgewater Associates#830 · 18,729 sh | 18,729 | $3.9M | 0.02% | +26.9% |
| 831 | PFG Investments#831 · 18,636 sh | 18,636 | $3.9M | 0.15% | +2.6% |
| 832 | KCM INVESTMENT ADVISORS#832 · 18,605 sh | 18,605 | $3.9M | 0.12% | -1.3% |
| 833 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#833 · 18,530 sh | 18,530 | $3.9M | — | -5.4% |
| 834 | LOM Asset Management Ltd#834 · 18,511 sh | 18,511 | $3.9M | 1.00% | +3.9% |
| 835 | CULLEN/FROST BANKERS#835 · 18,481 sh | 18,481 | $3.9M | 0.04% | 0.0% |
| 836 | OneDigital Investment Advisors#836 · 18,450 sh | 18,450 | $3.9M | 0.03% | +10.2% |
| 837 | Donoghue Forlines#837 · 18,355 sh | 18,355 | $3.8M | 0.99% | New |
| 838 | HOWLAND CAPITAL MANAGEMENT#838 · 18,351 sh | 18,351 | $3.8M | — | -1.6% |
| 839 | DARK FOREST CAPITAL MANAGEMENT#839 · 18,286 sh | 18,286 | $3.8M | 0.25% | New |
| 840 | Prospera Financial Services#840 · 18,136 sh | 18,136 | $3.8M | 0.06% | -20.7% |
| 841 | CENTAURUS FINANCIAL#841 · 18,122 sh | 18,122 | $3.8M | 0.16% | -9.9% |
| 842 | HANTZ FINANCIAL SERVICES#842 · 18,097 sh | 18,097 | $3.8M | 0.05% | +2.1% |
| 843 | SHP Wealth Management#843 · 18,053 sh | 18,053 | $3.8M | 0.26% | +0.2% |
| 844 | Family Management#844 · 18,042 sh | 18,042 | $3.8M | 0.39% | -1.7% |
| 845 | Ironwood Investment Counsel#845 · 18,033 sh | 18,033 | $3.8M | 0.49% | +4.6% |
| 846 | Diversify Advisory Services#846 · 17,538 sh | 17,538 | $3.8M | — | +1267.0% |
| 847 | DIVERSIFY WEALTH MANAGEMENT#847 · 17,538 sh | 17,538 | $3.8M | — | -0.1% |
| 848 | Prudent Man Advisors#848 · 17,951 sh | 17,951 | $3.8M | 0.86% | -3.6% |
| 849 | Frec Markets#849 · 17,951 sh | 17,951 | $3.8M | 0.34% | +60.4% |
| 850 | Oak Asset Management#850 · 17,873 sh | 17,873 | $3.7M | — | -1.7% |
| 851 | Acropolis Investment Management#851 · 17,770 sh | 17,770 | $3.7M | — | -3.6% |
| 852 | Wakefield Asset Management LLLP#852 · 17,741 sh | 17,741 | $3.7M | 0.83% | +1.6% |
| 853 | Mutual Advisors#853 · 17,739 sh | 17,739 | $3.7M | 0.07% | +12.1% |
| 854 | Hudson Canyon Capital Management#854 · 17,694 sh | 17,694 | $3.7M | 1.98% | -3.2% |
| 855 | BRADLEY FOSTER & SARGENT#855 · 17,684 sh | 17,684 | $3.7M | 0.05% | +0.6% |
| 856 | Titan Investment Management#856 · 17,651 sh | 17,651 | $3.7M | — | +24.0% |
| 857 | Comprehensive Financial Consultants Institutional#857 · 17,409 sh | 17,409 | $3.6M | — | -2.2% |
| 858 | Tower Research Capital (TRC)#858 · 17,403 sh | 17,403 | $3.6M | 0.09% | -65.9% |
| 859 | Systematic Alpha Investments#859 · 17,326 sh | 17,326 | $3.6M | 0.10% | 0.0% |
| 860 | MISSION WEALTH MANAGEMENT#860 · 17,293 sh | 17,293 | $3.6M | — | +112.9% |
| 861 | JPL Wealth Management#861 · 17,278 sh | 17,278 | $3.6M | 0.72% | -1.3% |
| 862 | INTRUST BANK NA#862 · 17,229 sh | 17,229 | $3.6M | 0.27% | -0.1% |
| 863 | Somerset#863 · 17,165 sh | 17,165 | $3.6M | — | +1.9% |
| 864 | Abbot Financial Management#864 · 17,140 sh | 17,140 | $3.6M | 1.22% | -0.8% |
| 865 | Capital Investment Counsel#865 · 17,126 sh | 17,126 | $3.6M | — | -1.7% |
| 866 | GRIMES & WEALTH MANAGEMENT#866 · 17,093 sh | 17,093 | $3.6M | 0.08% | +46.9% |
| 867 | Dynasty Wealth Management#867 · 17,058 sh | 17,058 | $3.6M | 0.03% | -2.8% |
| 868 | Cornerstone Planning#868 · 17,029 sh | 17,029 | $3.6M | 0.82% | +1.9% |
| 869 | CACTI ASSET MANAGEMENT#869 · 17,000 sh | 17,000 | $3.6M | — | -8.1% |
| 870 | Heritage#870 · 16,987 sh | 16,987 | $3.6M | 0.31% | +4.3% |
| 871 | Harvest Investment Advisors#871 · 16,925 sh | 16,925 | $3.5M | 1.76% | -0.3% |
| 872 | Grantham, Mayo, Van Otterloo#872 · 16,891 sh | 16,891 | $3.5M | <0.01% | -12.9% |
| 873 | Koshinski Asset Management#873 · 16,785 sh | 16,785 | $3.5M | 0.19% | -9.2% |
| 874 | Quantbot Technologies#874 · 16,710 sh | 16,710 | $3.5M | 0.14% | -59.5% |
| 875 | SHAKER INVESTMENTS#875 · 16,683 sh | 16,683 | $3.5M | 1.25% | -0.7% |
| 876 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#876 · 16,660 sh | 16,660 | $3.5M | 0.05% | -2.9% |
| 877 | Waterfront Wealth#877 · 15,491 sh | 15,491 | $3.4M | 0.53% | +0.8% |
| 878 | St. Louis Financial Planners Asset Management#878 · 16,065 sh | 16,065 | $3.4M | — | New |
| 879 | Institute for Wealth Management#879 · 16,397 sh | 16,397 | $3.4M | 0.30% | -1.6% |
| 880 | IFC Advisors#880 · 16,353 sh | 16,353 | $3.4M | 0.43% | -2.6% |
| 881 | COOKSON PEIRCE#881 · 16,346 sh | 16,346 | $3.4M | 0.11% | -8.9% |
| 882 | KING LUTHER CAPITAL MANAGEMENT#882 · 16,280 sh | 16,280 | $3.4M | 0.01% | -3.8% |
| 883 | D L CARLSON INVESTMENT GROUP#883 · 16,219 sh | 16,219 | $3.4M | 0.54% | -10.8% |
| 884 | BRIGHTON JONES#884 · 16,168 sh | 16,168 | $3.4M | 0.06% | +11.4% |
| 885 | Belpointe Asset Management#885 · 16,153 sh | 16,153 | $3.4M | 0.11% | -6.8% |
| 886 | Consolidated Planning#886 · 16,113 sh | 16,113 | $3.4M | — | +3.2% |
| 887 | IPG Investment Advisors#887 · 16,099 sh | 16,099 | $3.4M | 0.48% | 0.0% |
| 888 | GAM Holding AG#888 · 16,081 sh | 16,081 | $3.4M | 0.26% | -7.2% |
| 889 | Graphene Investments SAS#889 · 16,000 sh | 16,000 | $3.3M | — | -16.7% |
| 890 | Cherokee Insurance#890 · 16,000 sh | 16,000 | $3.3M | 1.29% | 0.0% |
| 891 | Checchi Capital Advisers#891 · 15,974 sh | 15,974 | $3.3M | 0.15% | -0.4% |
| 892 | Compton Wealth Advisory Group#892 · 15,698 sh | 15,698 | $3.3M | — | -0.8% |
| 893 | Vanguard Capital Wealth Advisors#893 · 15,886 sh | 15,886 | $3.3M | — | +29.6% |
| 894 | Aspen Grove Capital#894 · 15,767 sh | 15,767 | $3.3M | 0.47% | 0.0% |
| 895 | AlTi Global#895 · 15,759 sh | 15,759 | $3.3M | 0.07% | +0.7% |
| 896 | Virtu Financial#896 · 15,741 sh | 15,741 | $3.3M | 0.10% | New |
| 897 | CAPSTONE INVESTMENT ADVISORS#897 · 15,683 sh | 15,683 | $3.3M | <0.01% | -44.4% |
| 898 | Ascent Group#898 · 15,659 sh | 15,659 | $3.3M | 0.10% | +0.4% |
| 899 | WOLFF WIESE MAGANA#899 · 15,630 sh | 15,630 | $3.3M | — | -1.1% |
| 900 | Texas Yale Capital#900 · 15,615 sh | 15,615 | $3.3M | 0.07% | +0.6% |
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.