MSCI Inc. (MSCI) — Institutional Holders, Q2 2026 (page 10)
1,091 institutional investment managers reported a MSCI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $37.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSCI 13F holders ranked 901–1,000 of 1,091
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | CNB Bank#901 · 105 sh | 105 | $58.8K | 0.02% | -53.9% |
| 902 | CARY STREET PARTNERS FINANCIAL#902 · 104 sh | 104 | $58.2K | <0.01% | -1.0% |
| 903 | Covestor Ltd#903 · 104 sh | 104 | $58.0K | 0.03% | +4.0% |
| 904 | Wilmington Savings Fund Society, FSB#904 · 100 sh | 100 | $56.0K | — | -10.7% |
| 905 | WPG Advisers#905 · 98 sh | 98 | $54.9K | 0.03% | 0.0% |
| 906 | Align Financial#906 · 88 sh | 88 | $49.3K | — | 0.0% |
| 907 | Basecamp Wealth Advisors#907 · 85 sh | 85 | $47.6K | <0.01% | 0.0% |
| 908 | Compagnie Lombard Odier SCmA#908 · 81 sh | 81 | $45.4K | <0.01% | 0.0% |
| 909 | Plante Moran Financial Advisors#909 · 80 sh | 80 | $44.8K | <0.01% | 0.0% |
| 910 | Westside Investment Management#910 · 80 sh | 80 | $44.8K | <0.01% | 0.0% |
| 911 | Generali Asset Management SPA SGR#911 · 77 sh | 77 | $43.1K | — | New |
| 912 | JPL Wealth Management#912 · 75 sh | 75 | $42.0K | <0.01% | +2.7% |
| 913 | Washington Advisors#913 · 73 sh | 73 | $40.9K | — | New |
| 914 | PRIVATE NA#914 · 73 sh | 73 | $40.9K | — | -26.3% |
| 915 | Silver Grove Financial Group#915 · 71 sh | 71 | $39.8K | 0.02% | New |
| 916 | NBH Bank#916 · 71 sh | 71 | $39.8K | 0.02% | — |
| 917 | OF VERMONT#917 · 67 sh | 67 | $37.5K | — | — |
| 918 | SHP Wealth Management#918 · 65 sh | 65 | $36.4K | <0.01% | +12.1% |
| 919 | FIRST UNITED BANK#919 · 63 sh | 63 | $35.3K | — | 0.0% |
| 920 | FARMERS & MERCHANTS INVESTMENTS#920 · 63 sh | 63 | $35.3K | — | +3.3% |
| 921 | Catalyst Capital Advisors#921 · 60 sh | 60 | $33.6K | <0.01% | 0.0% |
| 922 | WS Portfolio Advisory#922 · 60 sh | 60 | $33.6K | — | New |
| 923 | LRI Investments#923 · 56 sh | 56 | $31.4K | <0.01% | -9.7% |
| 924 | JFS WEALTH ADVISORS#924 · 55 sh | 55 | $30.8K | <0.01% | +1.9% |
| 925 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#925 · 52 sh | 52 | $30.3K | <0.01% | -32.5% |
| 926 | Activest Wealth Management#926 · 51 sh | 51 | $28.6K | — | -26.1% |
| 927 | Phillip James Consulting#927 · 304 sh | 304 | $27.8K | 0.02% | New |
| 928 | Ancora Advisors#928 · 49 sh | 49 | $27.4K | <0.01% | +25.6% |
| 929 | Bogart Wealth#929 · 48 sh | 48 | $27.1K | <0.01% | 0.0% |
| 930 | Pinnacle Bancorp#930 · 48 sh | 48 | $26.9K | — | 0.0% |
| 931 | ZRC WEALTH MANAGEMENT#931 · 44 sh | 44 | $24.6K | — | +37.5% |
| 932 | ENTRUST FINANCIAL#932 · 44 sh | 44 | $24.6K | 0.02% | 0.0% |
| 933 | BARRETT & COMPANY#933 · 43 sh | 43 | $23.9K | — | New |
| 934 | HOEY INVESTMENTS#934 · 42 sh | 42 | $23.5K | <0.01% | +7.7% |
| 935 | Financial Management Professionals#935 · 41 sh | 41 | $23.0K | — | 0.0% |
| 936 | Private Wealth Management Group#936 · 41 sh | 41 | $23.0K | — | +57.7% |
| 937 | Cornerstone Planning Group#937 · 39 sh | 39 | $22.5K | — | -2.5% |
| 938 | Transamerica Financial Advisors#938 · 39 sh | 39 | $22.0K | <0.01% | +14.7% |
| 939 | Rialto Wealth Management#939 · 39 sh | 39 | $21.8K | <0.01% | +8.3% |
| 940 | Princeton Global Asset Management#940 · 39 sh | 39 | $21.6K | — | +2.6% |
| 941 | OF TOLEDO NA#941 · 38 sh | 38 | $21.3K | — | -2.6% |
| 942 | Optiver Holding B.V.#942 · 37 sh | 37 | $20.7K | 0.00% | New |
| 943 | KERR FINANCIAL PLANNING#943 · 37 sh | 37 | $20.7K | 0.02% | 0.0% |
| 944 | MCF Advisors#944 · 32 sh | 32 | $17.9K | <0.01% | 0.0% |
| 945 | MTM Investment Management#945 · 32 sh | 32 | $17.9K | <0.01% | 0.0% |
| 946 | CoreCap Advisors#946 · 32 sh | 32 | $17.9K | — | +33.3% |
| 947 | PlanVest Financial#947 · 30 sh | 30 | $16.8K | 0.01% | New |
| 948 | Bell Investment Advisors#948 · 30 sh | 30 | $16.8K | <0.01% | 0.0% |
| 949 | Kemnay Advisory Services#949 · 30 sh | 30 | $16.8K | <0.01% | +11.1% |
| 950 | Private Wealth Asset Management#950 · 30 sh | 30 | $16.8K | <0.01% | 0.0% |
| 951 | Joseph Group Capital Management#951 · 30 sh | 30 | $16.8K | <0.01% | +130.8% |
| 952 | SJS Investment Consulting#952 · 28 sh | 28 | $15.7K | — | -17.6% |
| 953 | Barnes Dennig Private Wealth Management#953 · 28 sh | 28 | $15.7K | 0.01% | New |
| 954 | RATIONAL ADVISORS#954 · 27 sh | 27 | $15.1K | <0.01% | 0.0% |
| 955 | Manchester Capital Management#955 · 26 sh | 26 | $14.6K | — | 0.0% |
| 956 | Midwest Capital Advisors#956 · 26 sh | 26 | $14.6K | <0.01% | 0.0% |
| 957 | Community Financial Services Group#957 · 25 sh | 25 | $14.6K | — | +25.0% |
| 958 | Heritage Wealth Advisors#958 · 25 sh | 25 | $14.0K | <0.01% | 0.0% |
| 959 | Fortitude Family Office#959 · 25 sh | 25 | $14.0K | — | +19.0% |
| 960 | James T. Borello RIA#960 · 25 sh | 25 | $14.0K | — | -34.2% |
| 961 | Physician Wealth Advisors#961 · 24 sh | 24 | $13.4K | — | +140.0% |
| 962 | Vanguard National#962 · 24 sh | 24 | $13.4K | <0.01% | 0.0% |
| 963 | Salomon & Ludwin#963 · 23 sh | 23 | $13.4K | <0.01% | 0.0% |
| 964 | Anchor Investment Management#964 · 23 sh | 23 | $12.9K | <0.01% | 0.0% |
| 965 | IFG Advisory#965 · 23 sh | 23 | $12.9K | <0.01% | New |
| 966 | Colonial Advisors#966 · 22 sh | 22 | $12.3K | <0.01% | New |
| 967 | United Financial Planning Group#967 · 22 sh | 22 | $12.3K | <0.01% | 0.0% |
| 968 | Battery Global Advisors#968 · 22 sh | 22 | $12.1K | <0.01% | 0.0% |
| 969 | Avion Wealth#969 · 22 sh | 22 | $12.0K | <0.01% | +57.1% |
| 970 | Clearstead#970 · 20 sh | 20 | $11.2K | <0.01% | +53.8% |
| 971 | NBT BANK N A#971 · 20 sh | 20 | $11.2K | — | 0.0% |
| 972 | WEBSTER BANK, N. A.#972 · 19 sh | 19 | $10.6K | <0.01% | +35.7% |
| 973 | Cornerstone Financial Management#973 · 19 sh | 19 | $10.6K | <0.01% | +90.0% |
| 974 | Meramec Financial Planners#974 · 18 sh | 18 | $10.3K | <0.01% | 0.0% |
| 975 | Hilton Head Capital Partners#975 · 18 sh | 18 | $10.1K | — | 0.0% |
| 976 | Asset Dedication#976 · 17 sh | 17 | $9.5K | <0.01% | 0.0% |
| 977 | SUMMIT SECURITIES GROUP#977 · 17 sh | 17 | $9.5K | <0.01% | +41.7% |
| 978 | HIGHLINE WEALTH PARTNERS#978 · 16 sh | 16 | $9.0K | — | +14.3% |
| 979 | BURKETT FINANCIAL SERVICES#979 · 16 sh | 16 | $9.0K | — | New |
| 980 | JNBA Financial Advisors#980 · 16 sh | 16 | $9.0K | <0.01% | 0.0% |
| 981 | First Pacific Financial#981 · 16 sh | 16 | $9.0K | — | +14.3% |
| 982 | Hughes Financial Services#982 · 16 sh | 16 | $9.0K | <0.01% | +23.1% |
| 983 | Triumph Capital Management#983 · 15 sh | 15 | $8.4K | — | 0.0% |
| 984 | Wilkerson Advisory Group#984 · 15 sh | 15 | $8.4K | — | +25.0% |
| 985 | PENSION & WEALTH MANAGEMENT ADVISORS#985 · 15 sh | 15 | $8.4K | — | 0.0% |
| 986 | MEEDER ASSET MANAGEMENT#986 · 15 sh | 15 | $8.4K | <0.01% | +15.4% |
| 987 | SALEM INVESTMENT COUNSELORS#987 · 15 sh | 15 | $8.4K | — | 0.0% |
| 988 | ACTION POINT FINANCIAL PLANNING#988 · 16 sh | 16 | $8.4K | <0.01% | New |
| 989 | Quest 10 Wealth Builders#989 · 14 sh | 14 | $8.0K | <0.01% | 0.0% |
| 990 | Truvestments Capital#990 · 14 sh | 14 | $7.8K | <0.01% | 0.0% |
| 991 | Bruce G. Allen Investments#991 · 14 sh | 14 | $7.8K | <0.01% | 0.0% |
| 992 | Ares Financial Consulting#992 · 14 sh | 14 | $7.8K | — | 0.0% |
| 993 | AMERIFLEX GROUP#993 · 14 sh | 14 | $7.8K | <0.01% | +75.0% |
| 994 | Abound Wealth Management#994 · 13 sh | 13 | $7.3K | — | -35.0% |
| 995 | Bay Harbor Wealth Management#995 · 13 sh | 13 | $7.3K | <0.01% | +8.3% |
| 996 | Key FInancial#996 · 13 sh | 13 | $7.3K | <0.01% | 0.0% |
| 997 | Frazier Financial Advisors#997 · 13 sh | 13 | $7.3K | <0.01% | 0.0% |
| 998 | SouthState Bank#998 · 13 sh | 13 | $7.3K | <0.01% | +18.2% |
| 999 | Harvest Fund Management , Ltd#999 · 13 sh | 13 | $7.0K | <0.01% | 0.0% |
| 1000 | Kilter Group#1000 · 12 sh | 12 | $6.7K | <0.01% | +9.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.