Who Owns MORGAN STANLEY (MS)? -- Institutional Holders (2026-06-30)

104 institutions reported holding $767.6M of MORGAN STANLEY (MS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hamlin Capital Management, LLC ($246.3M), BDF-GESTION ($76.2M), Czech National Bank ($71.3M), Gradient Investments LLC ($66.6M), PensionDanmark Pensionsforsikringsaktieselskab ($55.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hamlin Capital Management, LLC$246.3M1.2MTrimmed
2BDF-GESTION$76.2M14,327Trimmed
3Czech National Bank$71.3M341,206Added
4Gradient Investments LLC$66.6M318,659Trimmed
5PensionDanmark Pensionsforsikringsaktieselskab$55.8M266,962New
6BEACON INVESTMENT ADVISORY SERVICES, INC.$47.8M228,589Trimmed
7ABNER HERRMAN & BROCK LLC$30.3M145,011Trimmed
8ROCKLAND TRUST CO$16.9M80,630Trimmed
9EASTERN BANK$14.7M70,264Added
10MassMutual Private Wealth & Trust, FSB$13.4M64,118Trimmed
11Assenagon Asset Management S.A.$11.4M54,503Trimmed
12Dynamic Advisor Solutions LLC$8.3M39,848Added
13GAMMA Investing LLC$8.3M39,630Added
14Sandy Cove Advisors, LLC$7.3M34,988Added
15BRIGHT ROCK CAPITAL MANAGEMENT, LLC$6.5M31,000Hold
16Sarasin & Partners LLP$6.4M30,673Trimmed
17Trilogy Capital Inc.$5.6M26,895Added
18CANANDAIGUA NATIONAL BANK & TRUST CO$4.4M20,966Trimmed
19Somerset Trust Co$3.6M17,165Added
20CACTI ASSET MANAGEMENT LLC$3.6M17,000Trimmed
21St. Louis Financial Planners Asset Management, LLC$3.4M16,065New
22Valeo Financial Advisors, LLC$3.0M14,476Added
23Central Pacific Bank - Trust Division$2.9M13,651Added
24MOODY NATIONAL BANK TRUST DIVISION$2.5M12,034Trimmed
25TLWM$2.5M11,940Trimmed

Source: SEC Form 13F filings · as of 2026-06-30