MSD Institutional Ownership & Shareholders
MORGAN STANLEY EMRG MKT DEBT (MSD) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $43.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of MSD tracked by InsiderSet, reporting ownership valued at approximately $3.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.49M, representing an estimated loss of -7.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed MSD value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Pathstone Holdings, Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in MORGAN STANLEY EMRG MKT DEBT (MSD).
This page ranks the largest institutional MSD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$43.81M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$3.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.00% | 518,310 | $3,783,829 | $3,488,226 | -$295,603 | -7.81% | |
| Pathstone Holdings, Llc | 0.01% | 463,549 | $3,254,115 | $3,119,685 | -$134,430 | -4.13% | |
| Royal Bank Of Canada | 0.00% | 391,027 | $2,854,000 | $2,631,612 | -$222,388 | -7.79% | |
| Shaker Financial Services, Llc | 0.85% | 373,948 | $2,574,633 | $2,516,670 | -$57,963 | -2.25% | |
| Lpl Financial Llc | 0.00% | 342,818 | $2,502,575 | $2,307,165 | -$195,410 | -7.81% | |
| Rareview Capital Llc | 1.35% | 312,755 | $2,417,596 | $2,104,841 | -$312,755 | -12.94% | |
| Everstar Asset Management, Llc | 1.05% | 297,003 | $2,168,122 | $1,998,830 | -$169,292 | -7.81% | |
| Morgan Stanley | 0.00% | 287,914 | $2,101,773 | $1,937,661 | -$164,112 | -7.81% | |
| Wells Fargo & Company/Mn | 0.00% | 286,970 | $2,094,876 | $1,931,308 | -$163,568 | -7.81% | |
| Ameriprise Financial Inc | 0.00% | 274,039 | $2,000,483 | $1,844,282 | -$156,201 | -7.81% | |
| Invesco Ltd. | 0.00% | 248,166 | $1,811,612 | $1,670,157 | -$141,455 | -7.81% | |
| Bank Of America Corp | 0.00% | 220,699 | $1,611,100 | $1,485,304 | -$125,796 | -7.81% | |
| Hourglass Capital, Llc | 0.27% | 192,500 | $1,297,450 | $1,295,525 | -$1,925 | -0.15% | |
| Fiera Capital Corp | 0.00% | 164,723 | $1,202,478 | $1,108,586 | -$93,892 | -7.81% | |
| Envestnet Asset Management Inc | 0.00% | 128,430 | $937,538 | $864,334 | -$73,204 | -7.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 107,930 | $787,890 | $726,369 | -$61,521 | -7.81% | |
| Calamos Advisors Llc | 0.00% | 95,072 | $694,026 | $639,835 | -$54,191 | -7.81% | |
| Comprehensive Money Management Services Llc | 0.44% | 95,050 | $693,865 | $639,687 | -$54,179 | -7.81% | |
| Kovack Advisors, Inc. | 0.03% | 92,986 | $676,938 | $625,796 | -$51,142 | -7.55% | |
| Wealthstar Advisors, Llc | 0.35% | 97,162 | $654,873 | $653,900 | -$973 | -0.15% | |
| Bramshill Investments, Llc | 0.05% | 85,048 | $620,850 | $572,373 | -$48,477 | -7.81% | |
| Landscape Capital Management, L.L.C. | 0.04% | 82,702 | $603,725 | $556,584 | -$47,141 | -7.81% | |
| Stifel Financial Corp | 0.00% | 78,847 | $575,586 | $530,640 | -$44,946 | -7.81% | |
| Capital Analysts, Llc | 0.01% | 66,245 | $483,000 | $445,829 | -$37,171 | -7.70% | |
| Smith Asset Management Co., Llc | 0.38% | 68,360 | $460,746 | $460,063 | -$683 | -0.15% | |
| Raymond James Financial Inc | 0.00% | 60,941 | $444,870 | $410,133 | -$34,737 | -7.81% | |
| Valeo Financial Advisors, Llc | 0.01% | 58,055 | $391,291 | $390,710 | -$581 | -0.15% | |
| Dynamic Advisor Solutions Llc | 0.01% | 51,253 | $345,446 | $344,933 | -$513 | -0.15% | |
| Iht Wealth Management, Llc | 0.01% | 40,550 | $296,015 | $272,902 | -$23,114 | -7.81% | |
| Wolverine Asset Management Llc | 0.00% | 39,441 | $287,919 | $265,438 | -$22,481 | -7.81% | |
| &Partners | 0.00% | 37,377 | $272,855 | $251,547 | -$21,308 | -7.81% | |
| Independent Financial Group, Llc | 0.00% | 31,313 | $211,047 | $210,736 | -$311 | -0.15% | |
| Logan Stone Capital, Llc | 0.04% | 24,223 | $176,828 | $163,021 | -$13,807 | -7.81% | |
| Marex Group Plc | 0.00% | 23,751 | $173,382 | $159,844 | -$13,538 | -7.81% | |
| Susquehanna International Group, Llp | 0.00% | 23,290 | $170,017 | $156,742 | -$13,275 | -7.81% | |
| Uhlmann Price Securities, Llc | 0.01% | 21,958 | $160,294 | $147,777 | -$12,517 | -7.81% | |
| Cetera Investment Advisers | 0.00% | 21,616 | $157,799 | $145,476 | -$12,323 | -7.81% | |
| Xtx Topco Ltd | 0.00% | 20,382 | $148,789 | $137,171 | -$11,618 | -7.81% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 20,000 | $134,800 | $134,600 | -$200 | -0.15% | |
| Jones Financial Companies Lllp | 0.00% | 17,799 | $131,357 | $119,787 | -$11,570 | -8.81% | |
| Quad-Cities Investment Group, Llc | 0.04% | 18,431 | $124,226 | $124,041 | -$185 | -0.15% | |
| Virtu Financial Llc | 0.00% | 16,759 | $122,000 | $112,788 | -$9,212 | -7.55% | |
| Whipplewood Advisors, Llc | 0.08% | 17,015 | $114,681 | $114,511 | -$170 | -0.15% | |
| Harbour Capital Advisors, Llc | 0.02% | 16,478 | $111,062 | $110,897 | -$165 | -0.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,775 | $107,859 | $99,436 | -$8,423 | -7.81% | |
| Moneco Advisors, Llc | 0.01% | 14,544 | $106,171 | $97,881 | -$8,290 | -7.81% | |
| Csenge Advisory Group | 0.00% | 14,232 | $103,894 | $95,781 | -$8,113 | -7.81% | |
| Evolve Private Wealth, Llc | 0.01% | 12,848 | $95,718 | $86,467 | -$9,251 | -9.66% | |
| Smith, Moore & Co. | 0.01% | 13,000 | $94,900 | $87,490 | -$7,410 | -7.81% | |
| 49 Wealth Management, Llc | 0.02% | 11,153 | $81,417 | $75,060 | -$6,357 | -7.81% |
Frequently asked questions about MSD
Who are the largest institutional holders of MSD?
The largest institutional holders of MSD reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Pathstone Holdings, Llc, Royal Bank Of Canada, Shaker Financial Services, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported MSD position.
What is MSD institutional ownership?
This page tracks MSD positions reported by institutional investment managers through SEC Form 13F. MORGAN STANLEY EMRG MKT DEBT (MSD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MSD?
InsiderSet currently tracks 61 institutional managers reporting MSD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MSD shareholders.
How much MSD stock do institutions own?
Institutional investment managers disclosed approximately $43.81M in MSD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MSD institutional ownership last updated?
The latest MSD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MSD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MSD position after the reporting date.
Are institutions buying or selling MSD?
Institutional buying and selling can be analyzed by comparing MSD positions across consecutive 13F reporting periods. InsiderSet's MSD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MSD ownership changes.
How has MSD institutional ownership changed over time?
InsiderSet tracks MSD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.