Filing Research | MS - MORGAN STANLEY Institutional Holdings

Snapshot holdings

50 / 868 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.8MSH	$383.3M
2	Hamlin Capital Management, LLC	Shares	1.2MSH	$246.3M
3	Alecta Tjanstepension Omsesidigt	Shares	993.5KSH	$207.6M
4	OFI INVEST ASSET MANAGEMENT	Shares	1.1MSH	$199.1M
5	Swedbank AB	Shares	853.7KSH	$178.5M
6	AEGON ASSET MANAGEMENT UK PLC	Shares	784.7KSH	$164.0M
7	Douglas Lane & Associates, LLC	Shares	731.4KSH	$152.9M
8	Rathbones Group PLC	Shares	636.1KSH	$133.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	730.1KSH	$130.3M
10	CAPITAL ADVISORS INC/OK	Shares	501.3KSH	$104.8M
11	MEITAV INVESTMENT HOUSE LTD	Shares	452.1KSH	$94.5M
12	GATEWAY INVESTMENT ADVISERS LLC	Shares	445.2KSH	$93.1M
13	BDF-GESTION	Shares	14.3KSH	$76.2M
14	Czech National Bank	Shares	341.2KSH	$71.3M
15	Annex Advisory Services, LLC	Shares	335.7KSH	$70.2M
16	Gradient Investments LLC	Shares	318.7KSH	$66.6M
17	FACTORY MUTUAL INSURANCE CO	Shares	315.6KSH	$66.0M
18	Mirae Asset Global Investments Co., Ltd.	Shares	294.0KSH	$61.5M
19	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	290.3KSH	$60.7M
20	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	285.2KSH	$59.6M
21	Sequoia Financial Advisors, LLC	Shares	280.0KSH	$58.5M
22	QRG CAPITAL MANAGEMENT, INC.	Shares	279.6KSH	$58.5M
23	IFM Investors Pty Ltd	Shares	271.8KSH	$56.8M
24	PensionDanmark Pensionsforsikringsaktieselskab	Shares	267.0KSH	$55.8M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	264.8KSH	$55.3M
26	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	256.4KSH	$53.6M
27	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	228.6KSH	$47.8M
28	Boston Trust Walden Corp	Shares	215.3KSH	$45.0M
29	MATRIX ASSET ADVISORS INC/NY	Shares	208.0KSH	$43.5M
30	Crossmark Global Holdings, Inc.	Shares	206.9KSH	$43.3M
31	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	190.0KSH	$39.7M
32	SAPIENT CAPITAL LLC	Shares	181.3KSH	$37.9M
33	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	180.3KSH	$37.7M
34	Police & Firemen's Retirement System of New Jersey	Shares	169.2KSH	$35.4M
35	Boston Common Asset Management, LLC	Shares	158.0KSH	$33.0M
36	NorthCrest Asset Manangement, LLC	Shares	144.0KSH	$32.0M
37	ABN AMRO INVESTMENT SOLUTIONS	Shares	148.7KSH	$31.1M
38	Perpetual Ltd	Shares	144.2KSH	$30.1M
39	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	130.4KSH	$27.3M
40	Telos Capital Management, Inc.	Shares	126.5KSH	$26.4M
41	Covea Finance	Shares	120.0KSH	$25.1M
42	Apollon Wealth Management, LLC	Shares	119.2KSH	$24.9M
43	Nexus Investment Management ULC	Shares	117.0KSH	$24.5M
44	Mediolanum International Funds Ltd	Shares	108.1KSH	$22.9M
45	Merit Financial Group, LLC	Shares	106.4KSH	$22.2M
46	Fideuram Asset Management (Ireland) dac	Shares	99.0KSH	$21.4M
47	LBP AM SA	Shares	100.9KSH	$21.1M
48	VIKING FUND MANAGEMENT LLC	Shares	95.0KSH	$19.9M
49	Avanza Fonder AB	Shares	94.8KSH	$19.8M
50	EXCHANGE TRADED CONCEPTS, LLC	Shares	94.3KSH	$19.7M

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Manager changes2026-06-30 vs 2026-03-31

50 / 883 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+1.1M	+$259.2M	$383.3M
2	MEITAV INVESTMENT HOUSE LTD new	Shares	+452.1K	+$94.5M	$94.5M
3	BDF-GESTION trimmed	Shares	-1.6K	+$73.6M	$76.2M
4	AEGON ASSET MANAGEMENT UK PLC added	Shares	+140.0K	+$58.7M	$164.0M
5	OFI INVEST ASSET MANAGEMENT added	Shares	+77.9K	+$54.7M	$199.1M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.4K	+$37.5M	$130.3M
7	SAPIENT CAPITAL LLC added	Shares	+171.2K	+$36.2M	$37.9M
8	Swedbank AB trimmed	Shares	-22.2K	+$34.3M	$178.5M
9	Hamlin Capital Management, LLC trimmed	Shares	-110.4K	+$34.2M	$246.3M
10	Douglas Lane & Associates, LLC trimmed	Shares	-50.2K	+$24.3M	$152.9M
11	CAPITAL ADVISORS INC/OK trimmed	Shares	-8.2K	+$20.9M	$104.8M
12	Fideuram Asset Management (Ireland) dac added	Shares	+95.7K	+$20.8M	$21.4M
13	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+467	+$19.9M	$93.1M
14	Artemis Investment Management LLP new	Shares	+93.2K	+$19.5M	$19.5M
15	MILLER WEALTH ADVISORS, LLC added	Shares	+49.0K	+$18.3M	$18.4M
16	Mirae Asset Global Investments Co., Ltd. added	Shares	+28.9K	+$17.8M	$61.5M
17	Czech National Bank added	Shares	+13.6K	+$17.4M	$71.3M
18	QRG CAPITAL MANAGEMENT, INC. added	Shares	+30.0K	+$17.4M	$58.5M
19	IFM Investors Pty Ltd added	Shares	+27.0K	+$16.5M	$56.8M
20	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+68.0K	+$15.4M	$19.7M
21	LBP AM SA added	Shares	+57.7K	+$14.0M	$21.1M
22	Sequoia Financial Advisors, LLC added	Shares	+8.6K	+$13.9M	$58.5M
23	HM PAYSON & CO added	Shares	+62.8K	+$13.6M	$15.1M
24	Annex Advisory Services, LLC trimmed	Shares	-9.1K	+$13.4M	$70.2M
25	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+9.4K	+$13.4M	$55.8M
26	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+954	+$12.8M	$59.6M
27	Gradient Investments LLC trimmed	Shares	-8.9K	+$12.7M	$66.6M
28	MOODY LYNN LIEBERSON & WALKER, LLC added	Shares	+7.0K	+$12.6M	$53.6M
29	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-13.4K	+$11.8M	$66.0M
30	Brookstone Capital Management added	Shares	+46.9K	+$10.8M	$14.5M
31	Boston Trust Walden Corp added	Shares	+6.6K	+$10.7M	$45.0M
32	Mediolanum International Funds Ltd added	Shares	+30.7K	+$10.6M	$22.9M
33	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-15.5K	+$9.2M	$55.3M
34	NorthCrest Asset Manangement, LLC added	Shares	+3.8K	+$8.7M	$32.0M
35	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+3.4K	+$8.6M	$37.7M
36	PBU - The Pension Fund of Early Childhood & Youth Educators added	Shares	+124	+$8.5M	$39.7M
37	Crossmark Global Holdings, Inc. trimmed	Shares	-4.7K	+$8.4M	$43.3M
38	BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed	Shares	-11.0K	+$8.4M	$47.8M
39	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-34.5K	+$7.2M	$60.7M
40	Boston Common Asset Management, LLC trimmed	Shares	-1.9K	+$6.7M	$33.0M
41	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-5.8K	+$6.6M	$35.4M
42	Apollon Wealth Management, LLC added	Shares	+2.9K	+$5.8M	$24.9M
43	Merit Financial Group, LLC added	Shares	+6.2K	+$5.8M	$22.2M
44	Covea Finance added	Shares	+2.4K	+$5.7M	$25.1M
45	ABN AMRO INVESTMENT SOLUTIONS trimmed	Shares	-5.7K	+$5.7M	$31.1M
46	Diversified Trust Co added	Shares	+16.0K	+$5.6M	$14.0M
47	Covenant Asset Management, LLC added	Shares	+23.1K	+$5.6M	$8.3M
48	Perpetual Ltd trimmed	Shares	-6.3K	+$5.4M	$30.1M
49	Avanza Fonder AB added	Shares	+6.5K	+$5.3M	$19.8M
50	Telos Capital Management, Inc. trimmed	Shares	-4.4K	+$4.9M	$26.4M

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