MSCI Inc. (MSCI) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,091
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Turtle Creek Wealth Advisors#601 · 1,298 sh | 1,298 | $726.8K | — | +29.8% |
| 602 | Bull Harbor Capital#602 · 1,291 sh | 1,291 | $723.0K | 0.14% | +4.2% |
| 603 | Cresset Asset Management#603 · 1,291 sh | 1,291 | $723.0K | <0.01% | +34.5% |
| 604 | PRELUDE CAPITAL MANAGEMENT#604 · 1,286 sh | 1,286 | $720.2K | 0.05% | New |
| 605 | Quintet Private Bank (Europe) S.A.#605 · 1,285 sh | 1,285 | $719.7K | — | 0.0% |
| 606 | Bridgefront Capital#606 · 1,277 sh | 1,277 | $715.2K | 0.19% | +87.5% |
| 607 | Three Seasons Wealth#607 · 1,269 sh | 1,269 | $710.7K | 0.06% | -26.9% |
| 608 | AlphaCore Capital#608 · 1,262 sh | 1,262 | $706.8K | 0.01% | New |
| 609 | Intellectus Partners#609 · 1,260 sh | 1,260 | $705.7K | 0.12% | -14.2% |
| 610 | Centiva Capital#610 · 1,255 sh | 1,255 | $702.9K | <0.01% | +110.2% |
| 611 | GAMMA Investing#611 · 1,254 sh | 1,254 | $702.3K | — | +17.1% |
| 612 | SIG BROKERAGE#612 · 1,254 sh | 1,254 | $702.3K | 0.01% | New |
| 613 | PERSONAL CFO SOLUTIONS#613 · 1,238 sh | 1,238 | $693.2K | 0.10% | -29.0% |
| 614 | Fortune Financial Group#614 · 1,237 sh | 1,237 | $692.8K | — | -0.3% |
| 615 | Aviso Financial#615 · 1,234 sh | 1,234 | $691.1K | 0.02% | -8.3% |
| 616 | GUGGENHEIM CAPITAL#616 · 1,233 sh | 1,233 | $690.5K | <0.01% | +34.8% |
| 617 | CYPRESS ASSET MANAGEMENT#617 · 1,232 sh | 1,232 | $690.0K | — | 0.0% |
| 618 | Pallas Capital Advisors#618 · 1,230 sh | 1,230 | $689.1K | 0.02% | -18.3% |
| 619 | RB Capital Management#619 · 1,222 sh | 1,222 | $684.5K | 0.13% | -6.7% |
| 620 | SIGNATUREFD#620 · 1,218 sh | 1,218 | $682.3K | — | 0.0% |
| 621 | Hardworking Capital Advisors#621 · 1,205 sh | 1,205 | $674.9K | — | -1.2% |
| 622 | Advisory Services Network#622 · 1,204 sh | 1,204 | $674.1K | <0.01% | +24.8% |
| 623 | VALLEY WEALTH MANAGERS#623 · 1,201 sh | 1,201 | $672.6K | — | +6.4% |
| 624 | Alken Asset Management Ltd.#624 · 1,200 sh | 1,200 | $670.0K | — | +9.1% |
| 625 | TCW GROUP#625 · 1,196 sh | 1,196 | $669.8K | <0.01% | +1.8% |
| 626 | OXFORD ASSET MANAGEMENT LLP#626 · 1,184 sh | 1,184 | $663.1K | 0.33% | New |
| 627 | PINNACLE ASSOCIATES LTD#627 · 1,170 sh | 1,170 | $655.2K | — | -2.5% |
| 628 | Crestmont Private Wealth#628 · 1,158 sh | 1,158 | $648.5K | 0.18% | +2.2% |
| 629 | Vestmark Advisory Solutions#629 · 1,144 sh | 1,144 | $640.9K | <0.01% | +8.3% |
| 630 | Fideuram Asset Management (Ireland) dac#630 · 1,069 sh | 1,069 | $629.6K | 0.01% | +1002.1% |
| 631 | Financiere des Professionnels - Fonds d,investissement#631 · 1,124 sh | 1,124 | $629.5K | 0.04% | New |
| 632 | HUNTINGTON NATIONAL BANK#632 · 1,111 sh | 1,111 | $622.2K | <0.01% | +2.2% |
| 633 | Integrated Wealth Concepts#633 · 1,107 sh | 1,107 | $620.1K | <0.01% | -31.1% |
| 634 | GWN SECURITIES#634 · 1,099 sh | 1,099 | $615.5K | 0.10% | +11.9% |
| 635 | BAM Wealth Management#635 · 1,094 sh | 1,094 | $612.7K | — | -8.1% |
| 636 | JACOBS LEVY EQUITY MANAGEMENT#636 · 1,084 sh | 1,084 | $607.1K | <0.01% | -23.8% |
| 637 | AlphaGrep UK Ltd#637 · 1,083 sh | 1,083 | $606.5K | 0.18% | +21.1% |
| 638 | BTG Pactual Asset Management US#638 · 1,070 sh | 1,070 | $599.2K | 0.04% | +66.1% |
| 639 | Y-Intercept (Hong Kong) Ltd#639 · 1,059 sh | 1,059 | $593.1K | — | -76.2% |
| 640 | Farther Finance Advisors#640 · 1,057 sh | 1,057 | $591.9K | — | +12.3% |
| 641 | Dynasty Wealth Management#641 · 1,052 sh | 1,052 | $589.1K | <0.01% | -55.4% |
| 642 | Harel Insurance Investments & Financial Services Ltd.#642 · 1,056 sh | 1,056 | $589.0K | <0.01% | -33.2% |
| 643 | Crestwood Advisors Group#643 · 1,051 sh | 1,051 | $588.4K | <0.01% | +7.1% |
| 644 | Itau Unibanco Holding S.A.#644 · 1,050 sh | 1,050 | $588.0K | 0.01% | New |
| 645 | PRINCIPAL SECURITIES#645 · 1,048 sh | 1,048 | $587.0K | <0.01% | -11.3% |
| 646 | EverSource Wealth Advisors#646 · 1,046 sh | 1,046 | $585.9K | 0.02% | -36.5% |
| 647 | EVOLVE PRIVATE WEALTH#647 · 1,021 sh | 1,021 | $572.1K | 0.04% | -6.9% |
| 648 | NLB Skladi, upravljanje premozenja, d.o.o.#648 · 1,013 sh | 1,013 | $567.3K | — | 0.0% |
| 649 | Sompo Asset Management , Ltd.#649 · 1,010 sh | 1,010 | $565.6K | 0.09% | 0.0% |
| 650 | Smartleaf Asset Management#650 · 1,010 sh | 1,010 | $563.7K | 0.02% | 0.0% |
| 651 | Harbor Advisors#651 · 1,000 sh | 1,000 | $560.0K | 0.07% | 0.0% |
| 652 | BIRINYI ASSOCIATES#652 · 1,000 sh | 1,000 | $560.0K | 0.13% | 0.0% |
| 653 | WADDELL & ASSOCIATES#653 · 990 sh | 990 | $554.4K | 0.03% | +10.4% |
| 654 | AIGEN INVESTMENT MANAGEMENT#654 · 985 sh | 985 | $551.6K | 0.15% | New |
| 655 | LGT Fund Management Ltd.#655 · 980 sh | 980 | $548.8K | 0.02% | 0.0% |
| 656 | Gilbert & Cook#656 · 976 sh | 976 | $546.6K | 0.06% | -12.1% |
| 657 | Evercore Wealth Management#657 · 969 sh | 969 | $542.7K | <0.01% | 0.0% |
| 658 | LVW Advisors#658 · 969 sh | 969 | $542.7K | — | +2.5% |
| 659 | CENTAURUS FINANCIAL#659 · 966 sh | 966 | $541.0K | 0.02% | -9.3% |
| 660 | E Fund Management , Ltd.#660 · 964 sh | 964 | $539.9K | 0.01% | New |
| 661 | DRIEHAUS CAPITAL MANAGEMENT#661 · 961 sh | 961 | $538.2K | <0.01% | +58.1% |
| 662 | Wellspring Financial Advisors#662 · 960 sh | 960 | $537.6K | 0.04% | +0.5% |
| 663 | EVERGREEN CAPITAL MANAGEMENT#663 · 948 sh | 948 | $530.9K | — | -27.6% |
| 664 | Ebert Capital Management#664 · 946 sh | 946 | $529.8K | — | -5.7% |
| 665 | Krilogy Financial#665 · 944 sh | 944 | $528.7K | — | +22.0% |
| 666 | Ronald Blue#666 · 940 sh | 940 | $526.4K | — | +506.5% |
| 667 | Unified Investment Management#667 · 940 sh | 940 | $526.4K | — | 0.0% |
| 668 | 111 Capital#668 · 932 sh | 932 | $522.0K | 0.09% | New |
| 669 | Cardinal Point Capital Management, ULC#669 · 931 sh | 931 | $521.4K | — | New |
| 670 | BRADLEY FOSTER & SARGENT#670 · 928 sh | 928 | $519.7K | <0.01% | -7.9% |
| 671 | OneDigital Investment Advisors#671 · 921 sh | 921 | $515.5K | <0.01% | +24.6% |
| 672 | Hamilton Capital Partners#672 · 918 sh | 918 | $514.1K | 0.01% | 0.0% |
| 673 | Guinness Asset Management LTD#673 · 910 sh | 910 | $509.6K | <0.01% | +38.7% |
| 674 | Walleye Capital#674 · 906 sh | 906 | $507.4K | <0.01% | New |
| 675 | Premier Path Wealth Partners#675 · 902 sh | 902 | $505.2K | — | +17.3% |
| 676 | WORLD EQUITY GROUP#676 · 902 sh | 902 | $505.2K | — | +79.7% |
| 677 | IFP Advisors#677 · 891 sh | 891 | $499.0K | — | +134.5% |
| 678 | SAGESPRING WEALTH PARTNERS#678 · 879 sh | 879 | $492.2K | — | +15.5% |
| 679 | Larson Financial Group#679 · 875 sh | 875 | $489.8K | 0.01% | +341.9% |
| 680 | ROTHSCHILD INVESTMENT#680 · 866 sh | 866 | $485.1K | 0.02% | +80.4% |
| 681 | Ascent Wealth Partners#681 · 862 sh | 862 | $482.8K | — | 0.0% |
| 682 | Savant Capital#682 · 873 sh | 873 | $480.6K | <0.01% | +69.8% |
| 683 | Ellevest#683 · 835 sh | 835 | $467.6K | 0.06% | -2.2% |
| 684 | Checchi Capital Advisers#684 · 833 sh | 833 | $466.5K | 0.02% | +5.7% |
| 685 | Savvy Advisors#685 · 831 sh | 831 | $465.4K | <0.01% | -34.5% |
| 686 | AdvisorShares Investments#686 · 830 sh | 830 | $464.8K | 0.06% | 0.0% |
| 687 | Asset Management#687 · 829 sh | 829 | $464.3K | 0.03% | -4.7% |
| 688 | Jump Financial#688 · 827 sh | 827 | $463.2K | <0.01% | -44.8% |
| 689 | Salvus Wealth Management#689 · 826 sh | 826 | $462.6K | — | -12.0% |
| 690 | Employees Retirement System of Texas#690 · 815 sh | 815 | $456.0K | <0.01% | 0.0% |
| 691 | Lansforsakringar Fondforvaltning AB (publ)#691 · 814 sh | 814 | $455.9K | <0.01% | 0.0% |
| 692 | Boit C F David#692 · 810 sh | 810 | $453.6K | 0.19% | 0.0% |
| 693 | Parallel Advisors#693 · 804 sh | 804 | $450.4K | <0.01% | +8.6% |
| 694 | Hennion & Walsh Asset Management#694 · 803 sh | 803 | $449.7K | — | New |
| 695 | R Squared Ltd#695 · 792 sh | 792 | $443.6K | 0.23% | -44.6% |
| 696 | STEVENS CAPITAL MANAGEMENT#696 · 782 sh | 782 | $438.0K | 0.11% | -33.3% |
| 697 | J. Safra Sarasin Holding AG#697 · 795 sh | 795 | $437.2K | — | +111.4% |
| 698 | Elk River Wealth Management#698 · 773 sh | 773 | $432.9K | 0.07% | 0.0% |
| 699 | Waverly Advisors#699 · 772 sh | 772 | $432.4K | <0.01% | -7.0% |
| 700 | Mount Yale Investment Advisors#700 · 770 sh | 770 | $431.5K | <0.01% | +52.2% |
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.