MS — Morgan Stanley Institutional Holders · Q3 2026

Name: Who Owns MS? 134 Institutions Hold $863M (Q3 2026)
Creator: ko.io

Who owns Morgan Stanley (MS)? 134 institutions reported holding $862.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hamlin Capital Management, LLC ($220.0M), Douglas Lane & Associates, LLC ($127.3M), Border to Coast Pensions Partnership Ltd ($69.9M).

Rank	Institution	Value	Shares	Change
1	Hamlin Capital Management, LLC	$220.0M	1.2M	Trimmed
2	Douglas Lane & Associates, LLC	$127.3M	676,771	Trimmed
3	Border to Coast Pensions Partnership Ltd	$69.9M	372,053	Added
4	Mn Services Vermogensbeheer B.V.	$66.0M	350,982	Added
5	Gradient Investments LLC	$55.2M	293,236	Trimmed
6	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$54.1M	287,906	Trimmed
7	SAPIENT CAPITAL LLC	$34.3M	182,126	Added
8	VALLEY WEALTH MANAGERS, INC.	$31.4M	167,020	Added
9	Artemis Investment Management LLP	$16.4M	87,440	Trimmed
10	Venture Visionary Partners LLC	$16.3M	86,727	Added
11	EASTERN BANK	$13.4M	71,204	Added
12	MassMutual Private Wealth & Trust, FSB	$11.6M	61,523	Trimmed
13	Iowa State Bank	$10.0M	53,406	Added
14	GAMMA Investing LLC	$7.8M	41,646	Added
15	Westwind Capital	$7.5M	39,766	Trimmed
16	CYPRESS FINANCIAL PLANNING LLC	$7.1M	37,654	Trimmed
17	Farther Finance Advisors, LLC	$7.0M	37,447	Added
18	Stokes Capital Advisors, LLC	$6.8M	36,171	Trimmed
19	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$5.8M	31,000	Hold
20	YHB Investment Advisors, Inc.	$4.1M	22,059	Trimmed
21	Werlinich Asset Management, LLC	$3.8M	20,100	Hold
22	Coastline Trust Co	$3.7M	19,771	Trimmed
23	Avidian Wealth Enterprises, LLC	$3.7M	19,692	Trimmed
24	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.7M	19,407	Trimmed
25	CACTI ASSET MANAGEMENT LLC	$3.3M	17,000	Hold

Source: SEC Form 13F filings · as of 2026-09-30