MSCI Inc. (MSCI) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,091
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Union Bancaire Privee, UBP SA#701 · 776 sh | 776 | $430.6K | <0.01% | -31.9% |
| 702 | Perigon Wealth Management#702 · 760 sh | 760 | $425.6K | — | +6.3% |
| 703 | Marex Group plc#703 · 751 sh | 751 | $420.6K | <0.01% | New |
| 704 | Fifth Third Wealth Advisors#704 · 750 sh | 750 | $420.0K | — | -19.3% |
| 705 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#705 · 744 sh | 744 | $416.7K | 0.04% | +2.1% |
| 706 | GEORGE KAISER FAMILY FOUNDATION#706 · 744 sh | 744 | $416.7K | 0.04% | +2.1% |
| 707 | Erste Asset Management GmbH#707 · 744 sh | 744 | $414.9K | <0.01% | +745.5% |
| 708 | Baron Wealth Management#708 · 731 sh | 731 | $409.6K | 0.11% | +32.4% |
| 709 | True North Advisors#709 · 727 sh | 727 | $407.1K | — | -4.2% |
| 710 | Massar Capital Management#710 · 727 sh | 727 | $407.1K | 0.04% | New |
| 711 | NorthCrest Asset Manangement#711 · 671 sh | 671 | $405.1K | — | +8.1% |
| 712 | StoneX Group#712 · 689 sh | 689 | $404.5K | 0.02% | New |
| 713 | E Fund Management (Hong Kong) , Ltd.#713 · 714 sh | 714 | $399.9K | 0.13% | New |
| 714 | Skandinaviska Enskilda Banken AB (publ)#714 · 708 sh | 708 | $396.5K | 0.01% | -40.0% |
| 715 | Frec Markets#715 · 699 sh | 699 | $391.5K | 0.04% | +83.9% |
| 716 | World Investment Advisors#716 · 718 sh | 718 | $387.8K | <0.01% | +0.4% |
| 717 | Alliance Wealth Advisors#717 · 689 sh | 689 | $385.9K | 0.07% | -29.8% |
| 718 | Ramirez Asset Management#718 · 686 sh | 686 | $384.2K | 0.04% | 0.0% |
| 719 | SILVER OAK SECURITIES#719 · 680 sh | 680 | $380.8K | 0.02% | New |
| 720 | iSAM Funds (UK) Ltd#720 · 680 sh | 680 | $380.8K | 0.27% | +0.7% |
| 721 | Clearstead Advisors#721 · 676 sh | 676 | $378.8K | <0.01% | -48.9% |
| 722 | Sigma Planning#722 · 673 sh | 673 | $377.0K | — | +7.5% |
| 723 | V-Square Quantitative Management#723 · 671 sh | 671 | $375.8K | — | -15.5% |
| 724 | Proficio Capital Partners#724 · 669 sh | 669 | $374.8K | 0.01% | New |
| 725 | TOWNSQUARE CAPITAL#725 · 669 sh | 669 | $374.7K | 0.07% | -7.3% |
| 726 | 71 West Capital Partners#726 · 668 sh | 668 | $374.1K | 0.01% | +17.0% |
| 727 | Arkadios Wealth Advisors#727 · 667 sh | 667 | $373.8K | <0.01% | -9.4% |
| 728 | IMC-Chicago#728 · 667 sh | 667 | $373.5K | <0.01% | New |
| 729 | MASSACHUSETTS FINANCIAL SERVICES#729 · 665 sh | 665 | $372.4K | <0.01% | -1.2% |
| 730 | MATHER GROUP#730 · 663 sh | 663 | $371.0K | — | +2.6% |
| 731 | CIGNA INVESTMENTS#731 · 659 sh | 659 | $369.0K | — | -5.7% |
| 732 | AXA S.A.#732 · 753 sh | 753 | $367.5K | 0.40% | +58.5% |
| 733 | Envestnet Portfolio Solutions#733 · 654 sh | 654 | $366.4K | <0.01% | -82.9% |
| 734 | BAKER TILLY WEALTH MANAGEMENT#734 · 648 sh | 648 | $363.0K | — | -21.5% |
| 735 | Versant Capital Management#735 · 648 sh | 648 | $362.9K | — | +13.1% |
| 736 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#736 · 647 sh | 647 | $362.3K | 0.04% | New |
| 737 | Strive Financial Group#737 · 643 sh | 643 | $360.1K | 0.16% | -78.9% |
| 738 | Reflection Asset Management#738 · 641 sh | 641 | $359.0K | 0.17% | -24.0% |
| 739 | MGO ONE SEVEN#739 · 638 sh | 638 | $357.4K | <0.01% | +46.7% |
| 740 | PROFUND ADVISORS#740 · 634 sh | 634 | $355.1K | <0.01% | -3.5% |
| 741 | Roundview Capital#741 · 633 sh | 633 | $354.5K | 0.02% | -91.4% |
| 742 | Ameritas Investment Partners#742 · 632 sh | 632 | $353.9K | <0.01% | -4.1% |
| 743 | SCOTIA CAPITAL#743 · 628 sh | 628 | $351.7K | <0.01% | -9.8% |
| 744 | Livforsakringsbolaget Skandia, Omsesidigt#744 · 621 sh | 621 | $347.8K | — | 0.0% |
| 745 | Banco Santander, S.A.#745 · 619 sh | 619 | $346.7K | <0.01% | New |
| 746 | XTX Topco Ltd#746 · 611 sh | 611 | $342.2K | <0.01% | -44.3% |
| 747 | WHITTIER OF NEVADA#747 · 561 sh | 561 | $341.1K | <0.01% | -2.9% |
| 748 | West Family Investments#748 · 603 sh | 603 | $337.7K | 0.10% | New |
| 749 | POTOMAC FUND MANAGEMENT#749 · 600 sh | 600 | $336.3K | <0.01% | -10.3% |
| 750 | Sava Infond d.o.o.#750 · 600 sh | 600 | $336.0K | 0.02% | 0.0% |
| 751 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#751 · 600 sh | 600 | $336.0K | — | 0.0% |
| 752 | PCM Encore#752 · 597 sh | 597 | $334.6K | 0.06% | -1.0% |
| 753 | Meridian Wealth Management#753 · 593 sh | 593 | $332.2K | 0.01% | -4.4% |
| 754 | Parcion Private Wealth#754 · 591 sh | 591 | $331.0K | 0.02% | +18.9% |
| 755 | Citadel Investment Advisory#755 · 585 sh | 585 | $328.0K | — | 0.0% |
| 756 | JSF Financial#756 · 583 sh | 583 | $326.5K | — | 0.0% |
| 757 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#757 · 582 sh | 582 | $325.9K | 0.02% | +230.7% |
| 758 | Axxion S.A.#758 · 576 sh | 576 | $322.6K | — | — |
| 759 | VOLORIDGE INVESTMENT MANAGEMENT#759 · 574 sh | 574 | $321.5K | <0.01% | -93.7% |
| 760 | FENIMORE ASSET MANAGEMENT#760 · 572 sh | 572 | $320.3K | — | 0.0% |
| 761 | Fieldview Capital Management#761 · 567 sh | 567 | $317.5K | 0.09% | New |
| 762 | Weiss Asset Management#762 · 564 sh | 564 | $315.9K | <0.01% | New |
| 763 | Capital Advisors, Ltd.#763 · 563 sh | 563 | $315.0K | 0.03% | 0.0% |
| 764 | Net Worth Advisory Group#764 · 561 sh | 561 | $314.4K | — | -5.9% |
| 765 | Connecticut Wealth Management#765 · 561 sh | 561 | $314.2K | — | -6.3% |
| 766 | Castleview Partners#766 · 561 sh | 561 | $314.2K | — | -1.6% |
| 767 | Sentinus#767 · 559 sh | 559 | $313.0K | 0.03% | +18.7% |
| 768 | Robertson Stephens Wealth Management#768 · 557 sh | 557 | $312.0K | — | -2.5% |
| 769 | Almanack Investment Partners#769 · 553 sh | 553 | $309.7K | 0.04% | New |
| 770 | Weaver Capital Management#770 · 574 sh | 574 | $309.4K | — | 0.0% |
| 771 | Icon Wealth Advisors#771 · 552 sh | 552 | $309.3K | 0.02% | -20.7% |
| 772 | CARY STREET PARTNERS INVESTMENT ADVISORY#772 · 544 sh | 544 | $304.8K | 0.06% | -4.2% |
| 773 | Global Retirement Partners#773 · 542 sh | 542 | $303.7K | <0.01% | — |
| 774 | Legacy Financial Advisors#774 · 541 sh | 541 | $303.1K | 0.04% | -0.2% |
| 775 | Aaron Wealth Advisors#775 · 540 sh | 540 | $302.4K | — | -37.1% |
| 776 | Aprio Wealth Management#776 · 533 sh | 533 | $298.4K | 0.01% | +3.7% |
| 777 | CM WEALTH ADVISORS#777 · 524 sh | 524 | $293.5K | 0.05% | -1.7% |
| 778 | VISIONARY HORIZONS#778 · 516 sh | 516 | $289.1K | — | -13.7% |
| 779 | Keel Point#779 · 515 sh | 515 | $288.3K | 0.02% | +11.7% |
| 780 | PDS Planning#780 · 510 sh | 510 | $285.6K | 0.02% | -1.2% |
| 781 | Blue Edge Capital#781 · 508 sh | 508 | $284.5K | 0.03% | 0.0% |
| 782 | CX Institutional#782 · 500 sh | 500 | $280.0K | — | -1.6% |
| 783 | WEALTH ALLIANCE#783 · 492 sh | 492 | $275.5K | 0.02% | -5.6% |
| 784 | Beverly Hills Private Wealth#784 · 487 sh | 487 | $272.7K | 0.05% | -29.3% |
| 785 | New Age Alpha Advisors#785 · 485 sh | 485 | $271.6K | 0.01% | -13.2% |
| 786 | AXXCESS WEALTH MANAGEMENT#786 · 484 sh | 484 | $271.1K | — | New |
| 787 | AE Wealth Management#787 · 482 sh | 482 | $270.1K | <0.01% | -5.1% |
| 788 | DAYMARK WEALTH PARTNERS#788 · 482 sh | 482 | $270.0K | <0.01% | +3.0% |
| 789 | DV Trading#789 · 482 sh | 482 | $269.9K | <0.01% | New |
| 790 | CTC Alternative Strategies, Ltd.#790 · 480 sh | 480 | $268.8K | 0.39% | New |
| 791 | Howard Capital Management#791 · 479 sh | 479 | $268.3K | — | New |
| 792 | Gryphon Financial Partners#792 · 477 sh | 477 | $267.3K | 0.02% | -22.9% |
| 793 | Independent Advisor Alliance#793 · 475 sh | 475 | $266.2K | <0.01% | +1.1% |
| 794 | OneAscent Investment Solutions#794 · 473 sh | 473 | $264.9K | 0.25% | -42.9% |
| 795 | London & Capital Asset Management Ltd#795 · 467 sh | 467 | $261.6K | <0.01% | -0.6% |
| 796 | Supplemental Annuity Collective of NJ#796 · 467 sh | 467 | $261.5K | 0.07% | -8.3% |
| 797 | Chancellor Financial Group WB#797 · 467 sh | 467 | $261.5K | 0.16% | 0.0% |
| 798 | Impact Capital Partners#798 · 462 sh | 462 | $258.7K | — | -7.4% |
| 799 | Valeo Financial Advisors#799 · 461 sh | 461 | $258.2K | — | New |
| 800 | Lafayette Investments#800 · 459 sh | 459 | $257.1K | 0.05% | 0.0% |
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.