DOSSIER · 13F Holders · Q2 2026
MS 5.85 PERP K

Morgan Stanley

6 institutions still hold Morgan Stanley as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61762V606·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$726K
visible holders
Holders
6
filers reporting
Concentration
66.07%
WHALEROCK POINT PARTNERS, LLC #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported MS 5.85 PERP K in Q2 2026. WHALEROCK POINT PARTNERS, LLC leads at 66.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WHALEROCK POINT PARTNERS, LLC
CIK 0001389709
$479K20K0.08%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$215K9K0.05%Q2 2026
03
First Command Advisory Services, Inc.
CIK 0001727336
$20K8560.00%Q2 2026
04
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$9K3700.00%Q4 2025
05
ORG Partners LLC
CIK 0001979372
$613250.00%Q4 2025
06
Golden State Equity Partners
CIK 0001845003
$584250.00%Q1 2026