MSCI Inc. (MSCI) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,091
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | BROWN BROTHERS HARRIMAN#501 · 2,259 sh | 2,259 | $1.3M | <0.01% | +31.3% |
| 502 | Advocacy Wealth Management#502 · 2,256 sh | 2,256 | $1.3M | 0.05% | +33.6% |
| 503 | PICTON MAHONEY ASSET MANAGEMENT#503 · 2,229 sh | 2,229 | $1.2M | <0.01% | New |
| 504 | MUFG SECURITIES AMERICAS#504 · 2,193 sh | 2,193 | $1.2M | 0.06% | +7.9% |
| 505 | CI INVESTMENTS#505 · 2,183 sh | 2,183 | $1.2M | <0.01% | +261.4% |
| 506 | Midwest#506 · 2,183 sh | 2,183 | $1.2M | — | -4.2% |
| 507 | SECURIAN ASSET MANAGEMENT#507 · 1,943 sh | 1,943 | $1.2M | 0.04% | -4.9% |
| 508 | Laird Norton Wetherby Company#508 · 2,179 sh | 2,179 | $1.2M | 0.02% | -2.9% |
| 509 | BLAIR WILLIAM#509 · 2,167 sh | 2,167 | $1.2M | <0.01% | +124.8% |
| 510 | Dakota Wealth Management#510 · 2,159 sh | 2,159 | $1.2M | 0.02% | +2.7% |
| 511 | Steward Partners Investment Advisory#511 · 2,133 sh | 2,133 | $1.2M | <0.01% | -15.5% |
| 512 | North Dakota State Investment Board#512 · 2,121 sh | 2,121 | $1.2M | 0.05% | +0.8% |
| 513 | Lombard Odier Asset Management (Switzerland) SA#513 · 2,105 sh | 2,105 | $1.2M | 0.04% | +1.0% |
| 514 | Hillsdale Investment Management#514 · 2,100 sh | 2,100 | $1.2M | 0.03% | +7.7% |
| 515 | Redwood Investment Management#515 · 2,096 sh | 2,096 | $1.2M | 0.12% | +8.6% |
| 516 | Qsemble Capital Management#516 · 2,074 sh | 2,074 | $1.2M | 0.15% | -78.2% |
| 517 | ProVise Management Group#517 · 2,049 sh | 2,049 | $1.1M | 0.08% | 0.0% |
| 518 | Diversify Advisory Services#518 · 1,989 sh | 1,989 | $1.1M | — | New |
| 519 | DIVERSIFY WEALTH MANAGEMENT#519 · 1,989 sh | 1,989 | $1.1M | — | -7.9% |
| 520 | Boreal Capital Management#520 · 2,024 sh | 2,024 | $1.1M | 0.84% | -9.0% |
| 521 | Lincoln Capital#521 · 2,022 sh | 2,022 | $1.1M | — | -4.5% |
| 522 | QRG CAPITAL MANAGEMENT#522 · 2,007 sh | 2,007 | $1.1M | <0.01% | +13.1% |
| 523 | Ulysses Management#523 · 2,000 sh | 2,000 | $1.1M | 0.22% | New |
| 524 | Limestone Investment Advisors#524 · 2,000 sh | 2,000 | $1.1M | 0.08% | 0.0% |
| 525 | Greenline Partners#525 · 1,984 sh | 1,984 | $1.1M | 0.11% | New |
| 526 | Osmosis Investment Management UK Ltd#526 · 1,952 sh | 1,952 | $1.1M | 0.05% | -50.1% |
| 527 | Frank, Rimerman Advisors#527 · 1,938 sh | 1,938 | $1.1M | — | +0.9% |
| 528 | TRANSCEND WEALTH COLLECTIVE#528 · 1,921 sh | 1,921 | $1.1M | 0.07% | -15.3% |
| 529 | Focus Partners Advisor Solutions#529 · 1,908 sh | 1,908 | $1.1M | <0.01% | -23.1% |
| 530 | Diametric Capital#530 · 1,887 sh | 1,887 | $1.1M | 0.11% | New |
| 531 | Ducere Wealth Management#531 · 1,881 sh | 1,881 | $1.1M | 0.32% | +37.6% |
| 532 | Caprock Group#532 · 1,874 sh | 1,874 | $1.0M | 0.02% | -20.3% |
| 533 | Kentucky Retirement Systems Insurance Fund#533 · 1,869 sh | 1,869 | $1.0M | 0.06% | -5.6% |
| 534 | CreativeOne Wealth#534 · 1,867 sh | 1,867 | $1.0M | 0.02% | -12.8% |
| 535 | SIMPLEX TRADING#535 · 1,855 sh | 1,855 | $1.0M | <0.01% | +199.2% |
| 536 | NATURAL INVESTMENTS#536 · 1,845 sh | 1,845 | $1.0M | 0.23% | +26.0% |
| 537 | Summit Financial#537 · 1,826 sh | 1,826 | $1.0M | 0.01% | +2.7% |
| 538 | Vise Technologies#538 · 1,825 sh | 1,825 | $1.0M | 0.01% | +37.9% |
| 539 | Fulcrum Asset Management LLP#539 · 1,831 sh | 1,831 | $1.0M | 0.10% | -10.6% |
| 540 | Copeland Capital Management#540 · 1,816 sh | 1,816 | $1.0M | — | -0.7% |
| 541 | Equitable#541 · 1,810 sh | 1,810 | $1.0M | <0.01% | -28.6% |
| 542 | PRAXIS INVESTMENT MANAGEMENT#542 · 1,797 sh | 1,797 | $1.0M | 0.05% | 0.0% |
| 543 | Verdence Capital Advisors#543 · 1,774 sh | 1,774 | $993.6K | — | -42.2% |
| 544 | Union Bankshares#544 · 1,763 sh | 1,763 | $987.4K | 0.02% | -2.7% |
| 545 | Metis Global Partners#545 · 1,745 sh | 1,745 | $977.3K | 0.02% | -17.3% |
| 546 | QUADRANT CAPITAL GROUP#546 · 1,735 sh | 1,735 | $972.2K | — | -45.7% |
| 547 | Graham Capital Management, L.P.#547 · 1,735 sh | 1,735 | $971.7K | 0.02% | -35.8% |
| 548 | NORDEN GROUP#548 · 1,730 sh | 1,730 | $969.5K | — | -59.0% |
| 549 | SYON CAPITAL#549 · 1,730 sh | 1,730 | $968.9K | 0.04% | -0.4% |
| 550 | Inspire Advisors#550 · 1,726 sh | 1,726 | $966.8K | 0.07% | +287.9% |
| 551 | STABLEFORD CAPITAL II#551 · 1,709 sh | 1,709 | $957.1K | — | -1.4% |
| 552 | Gen-Wealth Partners#552 · 1,708 sh | 1,708 | $956.7K | 0.27% | +1.2% |
| 553 | BALYASNY ASSET MANAGEMENT L.P.#553 · 1,704 sh | 1,704 | $954.3K | <0.01% | +2837.9% |
| 554 | Institute for Wealth Management#554 · 1,694 sh | 1,694 | $948.8K | 0.08% | -3.0% |
| 555 | CABOT WEALTH MANAGEMENT#555 · 1,689 sh | 1,689 | $945.9K | 0.10% | -31.8% |
| 556 | TD Waterhouse Canada#556 · 1,624 sh | 1,624 | $945.5K | — | +116.0% |
| 557 | Ballentine Partners#557 · 1,667 sh | 1,667 | $933.6K | 0.01% | +2.1% |
| 558 | MISSION WEALTH MANAGEMENT#558 · 1,666 sh | 1,666 | $933.5K | — | +17.7% |
| 559 | Chicago Partners Investment Group#559 · 1,672 sh | 1,672 | $923.8K | — | +40.3% |
| 560 | Tower Research Capital (TRC)#560 · 1,644 sh | 1,644 | $920.7K | 0.02% | -44.9% |
| 561 | LMR Partners LLP#561 · 1,622 sh | 1,622 | $908.4K | <0.01% | New |
| 562 | Concurrent Investment Advisors#562 · 1,619 sh | 1,619 | $906.7K | — | +10.8% |
| 563 | AGF MANAGEMENT LTD#563 · 1,611 sh | 1,611 | $902.2K | <0.01% | New |
| 564 | Cambria Investment Management, L.P.#564 · 1,606 sh | 1,606 | $899.4K | 0.04% | +208.8% |
| 565 | BRIGHTON JONES#565 · 1,605 sh | 1,605 | $898.8K | 0.02% | -17.4% |
| 566 | Benin Management#566 · 1,598 sh | 1,598 | $894.9K | — | 0.0% |
| 567 | Kathmere Capital Management#567 · 1,598 sh | 1,598 | $894.9K | — | +33.5% |
| 568 | COLDSTREAM CAPITAL MANAGEMENT#568 · 1,595 sh | 1,595 | $893.3K | 0.01% | +9.4% |
| 569 | Wellington Grp#569 · 1,647 sh | 1,647 | $887.7K | 0.27% | 0.0% |
| 570 | HANTZ FINANCIAL SERVICES#570 · 1,574 sh | 1,574 | $882.0K | 0.01% | +2.7% |
| 571 | DONALDSON CAPITAL MANAGEMENT#571 · 1,572 sh | 1,572 | $880.4K | 0.03% | -4.2% |
| 572 | GROUPAMA ASSET MANAGMENT#572 · 1,562 sh | 1,562 | $873.2K | 0.01% | +0.3% |
| 573 | PARK AVENUE SECURITIES#573 · 1,553 sh | 1,553 | $870.0K | — | -2.8% |
| 574 | Crossmark Global#574 · 1,529 sh | 1,529 | $856.3K | — | +5.3% |
| 575 | Virtu Financial#575 · 1,530 sh | 1,530 | $856.0K | 0.03% | -82.7% |
| 576 | Snowden Capital Advisors#576 · 1,527 sh | 1,527 | $855.2K | 0.02% | +1.0% |
| 577 | Gibbs Wealth Management#577 · 1,517 sh | 1,517 | $849.8K | — | -46.2% |
| 578 | BOOTHBAY FUND MANAGEMENT#578 · 1,507 sh | 1,507 | $844.0K | 0.01% | +67.8% |
| 579 | SFMG#579 · 1,500 sh | 1,500 | $840.2K | 0.05% | +0.1% |
| 580 | KING LUTHER CAPITAL MANAGEMENT#580 · 1,495 sh | 1,495 | $837.3K | <0.01% | -2.7% |
| 581 | NBC SECURITIES#581 · 1,493 sh | 1,493 | $836.1K | — | +42.6% |
| 582 | MARSHALL WACE, LLP#582 · 1,480 sh | 1,480 | $828.9K | <0.01% | New |
| 583 | Ascent Group#583 · 1,478 sh | 1,478 | $827.9K | 0.02% | +35.8% |
| 584 | Advisory Advocates#584 · 1,472 sh | 1,472 | $824.2K | 0.71% | -3.5% |
| 585 | Intesa Sanpaolo S.p.A.#585 · 1,471 sh | 1,471 | $823.8K | 0.03% | New |
| 586 | CITIZENS FINANCIAL GROUP#586 · 1,428 sh | 1,428 | $799.9K | — | +12.5% |
| 587 | MidFirst Bank#587 · 1,421 sh | 1,421 | $795.8K | 0.06% | +1.4% |
| 588 | PEAPACK GLADSTONE FINANCIAL#588 · 1,408 sh | 1,408 | $789.0K | <0.01% | +5.2% |
| 589 | Allworth Financial#589 · 1,407 sh | 1,407 | $788.1K | <0.01% | -1.7% |
| 590 | HARBOR CAPITAL ADVISORS#590 · 1,406 sh | 1,406 | $787.0K | — | +0.2% |
| 591 | D. E. Shaw#591 · 1,400 sh | 1,400 | $784.1K | <0.01% | New |
| 592 | Marks Group Wealth Management#592 · 1,397 sh | 1,397 | $782.4K | 0.07% | +151.7% |
| 593 | CANANDAIGUA NATIONAL BANK#593 · 1,395 sh | 1,395 | $781.3K | — | — |
| 594 | Meeder Advisory Services#594 · 1,351 sh | 1,351 | $756.6K | 0.03% | -5.0% |
| 595 | Generali Investments CEE, investicni spolecnost, a.s.#595 · 1,350 sh | 1,350 | $756.1K | — | 0.0% |
| 596 | MOODY LYNN & LIEBERSON#596 · 1,350 sh | 1,350 | $756.1K | — | +1.5% |
| 597 | LEUCADIA NATIONAL#597 · 1,333 sh | 1,333 | $746.5K | <0.01% | -49.7% |
| 598 | LIBERTY WEALTH MANAGEMENT#598 · 1,362 sh | 1,362 | $734.2K | 0.09% | 0.0% |
| 599 | Compound Planning#599 · 1,308 sh | 1,308 | $732.6K | 0.02% | +5.0% |
| 600 | Wedmont Private Capital#600 · 1,210 sh | 1,210 | $731.9K | — | -4.3% |
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.