MSCI · Company research
MSCI, Inc. (MSCI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 1120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Limestone Investment Advisors LP | 2075597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 1120080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1529 | 856301 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 563 | 315 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Greenline Partners, LLC | 1697323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1984 | 1111119 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14587 | 8169201 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155 | 86807 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Eukles Asset Management | 1632553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 6160 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sava Infond d.o.o. | 2055882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 336024 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WADDELL & ASSOCIATES, LLC | 1776757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 990 | 554440 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Aigen Investment Management, LP | 1741224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 985 | 551639 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 751 | 420590 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13753 | 7702 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Elk River Wealth Management LLC | 1844107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 773 | 432911 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1099 | 615542 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Fenimore Asset Management Inc | 884566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 572 | 320343 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1021 | 572053 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1277 | 715171 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SALEM INVESTMENT COUNSELORS INC | 884423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 8401 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cambria Investment Management, L.P. | 1529389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1606 | 899424 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BIRINYI ASSOCIATES INC | 1079738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 560 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AXA S.A. | 898427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 753 | 367510 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 88 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2105 | 1178884 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Europe) Ltd | 1535784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27801 | 15569672 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 634 | 355065 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13177 | 7379647 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Optivise Advisory Services LLC | 2042876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411 | 230311 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1210 | 731947 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397 | 222336 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 561 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Texas Yale Capital Corp. | 1332342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30081 | 16846563 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137 | 76725 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1066720 | 597405870 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5026 | 2805173 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 140010 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1350 | 756054 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3267 | 1829651 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4135 | 2315765 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MV CAPITAL MANAGEMENT, INC. | 1633366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4199 | 2263303 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2259 | 1265130 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25970 | 1055421 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BITTERROOT CAPITAL ADVISORS LLC | 2110106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3691 | 2067108 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nvest Wealth Strategies, Inc. | 2106942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 1121 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4163745 | 2331863750 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 345900 | 193717836 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Alken Asset Management Ltd | 1629996 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 670 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Salvus Wealth Management, LLC | 1809236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 826 | 462593 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 772 | 432351 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98775 | 55317951 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 272 | 152331 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287532 | 161029421 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 16801 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARRETT & COMPANY, INC. | 887602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 23896 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1681 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3382 | 1894055 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7642 | 4279826 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5511 | 3086131 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34413 | 19272657 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Banque de Luxembourg S.A. | 2055344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 168012 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Dockside LLC | 2074563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6832 | 3826193 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mayflower Financial Advisors, LLC | 1852930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 252018 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Shepherd Street Advisors LLC | 2110060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 382 | 237516 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Ebert Capital Management Inc. | 2102530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 946 | 529798 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 906 | 507396 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Empirical Finance, LLC | 1572838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2759 | 1545150 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TRUST POINT INC. | 1635633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215 | 120408 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Aurora Investment Managers, LLC. | 1798485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3393 | 1900 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3873 | 2169676 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1681 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 167847 | 94001034 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11357 | 6360374 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4402 | 2465296 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5795 | 3245 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Lincoln Capital LLC | 1633862 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2022 | 1132401 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FIDELIS CAPITAL PARTNERS, LLC | 1962755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2410 | 1349696 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38581 | 21606903 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 1121 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3882 | 2174261 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| POTOMAC FUND MANAGEMENT INC /ADV | 826000 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 336290 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.