MSCI Inc. (MSCI) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,091
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Waterloo Capital, L.P.#801 · 451 sh | 451 | $252.7K | 0.01% | New |
| 802 | Arlington Partners#802 · 451 sh | 451 | $252.6K | — | +2.0% |
| 803 | Soltis Investment Advisors#803 · 451 sh | 451 | $252.4K | 0.01% | New |
| 804 | Mayflower Financial Advisors#804 · 450 sh | 450 | $252.0K | 0.02% | -0.9% |
| 805 | Laurion Capital Management#805 · 449 sh | 449 | $251.5K | <0.01% | New |
| 806 | Bridgewater Advisors#806 · 483 sh | 483 | $251.1K | 0.01% | -1.2% |
| 807 | COMMERZBANK AKTIENGESELLSCHAFT#807 · 449 sh | 449 | $251.0K | <0.01% | -33.9% |
| 808 | Prime Capital Investment Advisors#808 · 447 sh | 447 | $250.2K | — | -29.2% |
| 809 | EntryPoint Capital#809 · 446 sh | 446 | $249.8K | 0.06% | -24.3% |
| 810 | RAINEY & RANDALL WEALTH ADVISORS#810 · 445 sh | 445 | $249.2K | — | 0.0% |
| 811 | WRAPMANAGER#811 · 442 sh | 442 | $247.5K | 0.08% | -6.9% |
| 812 | INSIGNEO ADVISORY SERVICES#812 · 441 sh | 441 | $247.0K | <0.01% | +2.3% |
| 813 | Commonwealth Financial Services#813 · 439 sh | 439 | $246.0K | — | +14.0% |
| 814 | JACKSON THORNTON WEALTH MANAGEMENT#814 · 436 sh | 436 | $244.2K | 0.02% | New |
| 815 | BIRCH FINANCIAL GROUP#815 · 433 sh | 433 | $242.3K | 0.12% | -51.4% |
| 816 | Permanent Capital Management#816 · 432 sh | 432 | $241.9K | 0.03% | 0.0% |
| 817 | Shepherd Street Advisors#817 · 382 sh | 382 | $237.5K | — | -5.9% |
| 818 | Williams Jones Wealth Management#818 · 424 sh | 424 | $237.5K | <0.01% | -8.4% |
| 819 | Venture Visionary Partners#819 · 422 sh | 422 | $236.3K | — | +1.7% |
| 820 | Tandem Investment Advisors#820 · 422 sh | 422 | $236.3K | 0.02% | -24.5% |
| 821 | INDEPENDENT FINANCIAL GROUP#821 · 421 sh | 421 | $235.8K | — | +5.8% |
| 822 | BUCKHEAD CAPITAL MANAGEMENT#822 · 418 sh | 418 | $234.1K | 0.08% | +0.7% |
| 823 | Kera Capital Partners#823 · 418 sh | 418 | $234.1K | 0.02% | -28.1% |
| 824 | Smithfield#824 · 417 sh | 417 | $234.0K | <0.01% | 0.0% |
| 825 | Venturi Wealth Management#825 · 412 sh | 412 | $230.7K | <0.01% | -6.6% |
| 826 | Optivise Advisory Services#826 · 411 sh | 411 | $230.3K | — | -6.4% |
| 827 | Jones Collombin Investment Counsel#827 · 427 sh | 427 | $230.2K | 0.07% | 0.0% |
| 828 | Penserra Capital Management#828 · 413 sh | 413 | $230.0K | <0.01% | -2.6% |
| 829 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#829 · 409 sh | 409 | $229.1K | <0.01% | New |
| 830 | VERUS CAPITAL PARTNERS#830 · 408 sh | 408 | $228.5K | 0.01% | +5.2% |
| 831 | Inscription Capital#831 · 407 sh | 407 | $228.0K | 0.02% | New |
| 832 | Claret Asset Management#832 · 404 sh | 404 | $226.0K | 0.02% | +0.5% |
| 833 | L2 Asset Management#833 · 403 sh | 403 | $225.7K | 0.02% | +2.8% |
| 834 | WealthBridge Capital Management#834 · 399 sh | 399 | $223.5K | — | +0.3% |
| 835 | SYM FINANCIAL#835 · 397 sh | 397 | $222.3K | — | +4.7% |
| 836 | Legacy Advisors#836 · 395 sh | 395 | $221.2K | — | +2.3% |
| 837 | Grove Bank#837 · 395 sh | 395 | $221.2K | — | -64.8% |
| 838 | CWA Asset Management Group#838 · 394 sh | 394 | $220.7K | — | New |
| 839 | Elyxium Wealth#839 · 393 sh | 393 | $220.1K | 0.02% | New |
| 840 | KESTRA PRIVATE WEALTH SERVICES#840 · 390 sh | 390 | $218.4K | <0.01% | -2.3% |
| 841 | CATALYST FINANCIAL PARTNERS#841 · 390 sh | 390 | $218.4K | 0.02% | New |
| 842 | Miracle Mile Advisors#842 · 390 sh | 390 | $218.2K | <0.01% | -1.0% |
| 843 | D'Orazio & Associates#843 · 389 sh | 389 | $217.9K | 0.03% | New |
| 844 | Empower Advisory Group#844 · 387 sh | 387 | $216.7K | <0.01% | -0.8% |
| 845 | KHAZANAH NASIONAL BERHAD#845 · 381 sh | 381 | $213.4K | 0.01% | -34.4% |
| 846 | CITY HOLDING#846 · 380 sh | 380 | $212.8K | — | -2.6% |
| 847 | Parkside Financial Bank#847 · 378 sh | 378 | $211.7K | <0.01% | +70.3% |
| 848 | Impact Investors#848 · 375 sh | 375 | $210.0K | 0.15% | -1.1% |
| 849 | STG SECURITIES#849 · 375 sh | 375 | $210.0K | 0.01% | — |
| 850 | McHugh Group#850 · 375 sh | 375 | $210.0K | — | 0.0% |
| 851 | CAPITAL ADVISORS#851 · 375 sh | 375 | $209.8K | <0.01% | +0.8% |
| 852 | Essex Financial Services#852 · 371 sh | 371 | $207.9K | 0.01% | New |
| 853 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#853 · 371 sh | 371 | $207.5K | <0.01% | 0.0% |
| 854 | Ashton Thomas Private Wealth#854 · 365 sh | 365 | $204.4K | <0.01% | -5.9% |
| 855 | CERTUITY#855 · 363 sh | 363 | $203.3K | 0.01% | -3.2% |
| 856 | Militia Capital Management#856 · 360 sh | 360 | $201.6K | <0.01% | New |
| 857 | Point#857 · 359 sh | 359 | $201.0K | 0.02% | New |
| 858 | HARBOUR INVESTMENTS#858 · 332 sh | 332 | $186.1K | <0.01% | +0.6% |
| 859 | WHITTIER#859 · 302 sh | 302 | $185.4K | <0.01% | +3.1% |
| 860 | Pinnacle Wealth Planning Services#860 · 325 sh | 325 | $182.0K | 0.02% | +12.1% |
| 861 | Leonteq Securities AG#861 · 303 sh | 303 | $169.7K | <0.01% | -57.7% |
| 862 | Banque de Luxembourg S.A.#862 · 300 sh | 300 | $168.0K | — | 0.0% |
| 863 | Murphy & Mullick Capital Management#863 · 286 sh | 286 | $160.2K | 0.10% | -0.3% |
| 864 | Rossby Financial, LCC#864 · 272 sh | 272 | $152.3K | 0.03% | -5.9% |
| 865 | CVA Family Office#865 · 265 sh | 265 | $148.4K | 0.01% | +1.5% |
| 866 | VEGA INVESTMENT SOLUTIONS#866 · 263 sh | 263 | $147.3K | 0.02% | +195.5% |
| 867 | MassMutual Private Wealth & , FSB#867 · 256 sh | 256 | $143.4K | — | -0.4% |
| 868 | Essential Partners#868 · 250 sh | 250 | $140.0K | — | -82.2% |
| 869 | GODSEY & GIBB#869 · 250 sh | 250 | $140.0K | — | 0.0% |
| 870 | Cromwell#870 · 249 sh | 249 | $139.4K | 0.06% | +4.2% |
| 871 | Navera Investment Management Ltd.#871 · 245 sh | 245 | $137.2K | <0.01% | 0.0% |
| 872 | Clean Yield Group#872 · 245 sh | 245 | $137.2K | 0.03% | 0.0% |
| 873 | UMB Bank, n.a.#873 · 235 sh | 235 | $131.6K | <0.01% | +13.0% |
| 874 | GW&K Investment Management#874 · 217 sh | 217 | $122.0K | <0.01% | +26.9% |
| 875 | SWISS RE LTD#875 · 206 sh | 206 | $115.4K | 0.01% | New |
| 876 | Keating Financial Advisory Services#876 · 203 sh | 203 | $113.7K | 0.01% | -16.5% |
| 877 | Intesa Sanpaolo Wealth Management#877 · 200 sh | 200 | $112.0K | 0.02% | 0.0% |
| 878 | ONEFUND#878 · 196 sh | 196 | $109.8K | 0.06% | -4.4% |
| 879 | ORG Wealth Partners#879 · 194 sh | 194 | $108.6K | 0.02% | -72.6% |
| 880 | FINANCIAL CONSULATE#880 · 192 sh | 192 | $107.5K | — | -8.1% |
| 881 | Quarry#881 · 190 sh | 190 | $106.4K | <0.01% | +2.7% |
| 882 | Dunhill Financial#882 · 176 sh | 176 | $98.8K | 0.02% | -0.6% |
| 883 | Golden State Wealth Management#883 · 168 sh | 168 | $94.2K | <0.01% | 0.0% |
| 884 | LSV ASSET MANAGEMENT#884 · 160 sh | 160 | $90.0K | <0.01% | 0.0% |
| 885 | True Wealth Design#885 · 155 sh | 155 | $86.8K | — | +8.4% |
| 886 | BEACON INVESTMENT ADVISORY SERVICES#886 · 150 sh | 150 | $84.0K | — | +3.4% |
| 887 | Quantbot Technologies#887 · 149 sh | 149 | $83.4K | <0.01% | -72.7% |
| 888 | Ameritas Advisory Services#888 · 148 sh | 148 | $82.7K | <0.01% | New |
| 889 | Wealth Enhancement Services#889 · 147 sh | 147 | $82.3K | — | +8.1% |
| 890 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#890 · 145 sh | 145 | $81.2K | 0.02% | +31.8% |
| 891 | Owl Creek Wealth Partners#891 · 141 sh | 141 | $79.0K | — | 0.0% |
| 892 | OSTERWEIS CAPITAL MANAGEMENT#892 · 137 sh | 137 | $76.7K | <0.01% | 0.0% |
| 893 | Independence Bank of Kentucky#893 · 137 sh | 137 | $76.7K | — | +12.3% |
| 894 | First Command Advisory Services#894 · 131 sh | 131 | $73.4K | <0.01% | +285.3% |
| 895 | Quent Capital#895 · 129 sh | 129 | $72.4K | <0.01% | -11.0% |
| 896 | PIN OAK INVESTMENT ADVISORS#896 · 120 sh | 120 | $65.0K | 0.05% | 0.0% |
| 897 | Persistent Asset Partners Ltd#897 · 111 sh | 111 | $62.2K | 0.02% | New |
| 898 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#898 · 110 sh | 110 | $61.6K | 0.19% | -68.7% |
| 899 | TD PRIVATE CLIENT WEALTH#899 · 108 sh | 108 | $60.5K | <0.01% | -31.6% |
| 900 | Generali Investments, Management#900 · 107 sh | 107 | $59.9K | — | 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.