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Disclosery

MSCI MSCI INC

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Stock (common), issuer CIK 1408198

1,046 managers (1,083 13F filers) reported a position in MSCI shares at 2026-06-30, 67,306,992 shares in all. 113 filers opened a position and 87 filers sold out during the quarter.

Managers
1,046
13F filers
1,083
New
113
Added
390
Reduced
412
Sold out
87
Shares held by filers
67,306,992

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Inscription Capital, LLC407$228K0.02%new13F-HRTimeline
Claret Asset Management Corp404$226K0.02%+213F-HRTimeline
L2 Asset Management, LLC403$226K0.02%+1113F-HRTimeline
WealthBridge Capital Management, LLC399$223K0.04%+113F-HRTimeline
SYM FINANCIAL Corp397$222K0.02%+1813F-HRTimeline
Legacy Advisors, LLC395$221K0.02%+913F-HRTimeline
Grove Bank & Trust395$221K0.02%-72613F-HRTimeline
CWA Asset Management Group, LLC394$221K0.01%new13F-HRTimeline
Elyxium Wealth, LLC393$220K0.02%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC390$218K0.02%new13F-HRTimeline
Composition Wealth, LLC390$218K<0.01%-413F-HRTimeline
D'Orazio & Associates, Inc.389$218K0.03%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …387$217K<0.01%-313F-HRTimelineGroup
CITY HOLDING CO380$213K0.02%-1013F-HRTimeline
Impact Investors, Inc375$210K0.15%-413F-HRTimeline
STG SECURITIES, LLC375$210K0.23%13F-HRTimeline
McHugh Group, LLC375$210K0.11%013F-HRTimeline
CAPITAL ADVISORS INC/OK375$210K<0.01%+313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.371$208K0.01%new13F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…371$207K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC365$204K<0.01%-2313F-HRTimeline
CERTUITY, LLC363$203K0.01%-1213F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC360$202K0.04%new13F-HRTimelineGroup
TRUST POINT INC.359$201K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.332$186K<0.01%+213F-HRTimeline
WHITTIER TRUST CO302$185K<0.01%+913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.325$182K0.02%+3513F-HRTimeline
Leonteq Securities AG303$170K0.01%-41413F-HRTimeline
Banque de Luxembourg S.A.300$168K0.08%013F-HRTimeline
Murphy & Mullick Capital Management Corp286$160K0.1%-113F-HRTimeline
Rossby Financial, LCC272$152K0.03%-1713F-HRTimeline
CVA Family Office, LLC265$148K0.01%+413F-HRTimeline
VEGA INVESTMENT SOLUTIONS263$147K0.02%+17413F-HRTimeline
MassMutual Private Wealth & Trust, FSB256$143K<0.01%-113F-HRTimeline
GODSEY & GIBB, INC250$140K0.01%013F-HRTimeline
Essential Partners LLC250$140K0.06%-1,15513F-HRTimeline
Cromwell Holdings LLC249$139K0.06%+1013F-HRTimeline
Navera Investment Management Ltd.245$137K<0.01%013F-HRTimeline
Clean Yield Group245$137K0.03%013F-HRTimeline
UMB Bank, n.a.235$132K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GW&K Investment Management, LLC217$122K<0.01%+4613F-HRTimeline
SWISS RE LTDin group SWISS RE LTD206$115K0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…203$114K0.01%-4013F-HRTimeline
CYBER HORNET ETFs LLC196$110K0.06%-913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding194$109K-523Timeline
FINANCIAL CONSULATE, INC192$108K0.01%-1713F-HRTimeline
Quarry LP190$106K0.02%+513F-HRTimeline
Dunhill Financial, LLC176$98.8K0.02%-113F-HRTimeline
Golden State Wealth Management, LLC168$94.2K0.01%013F-HRTimeline
LSV ASSET MANAGEMENT160$90K<0.01%013F-HRTimeline
True Wealth Design, LLC155$86.8K0.02%+1213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…150$84K<0.01%+513F-HRTimeline
Quantbot Technologies LP149$83.4K<0.01%-39613F-HRTimeline
Wealth Enhancement Trust Services, Inc.147$82.3K0.01%+1113F-HR/ATimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…145$81.2K0.02%+3513F-HRTimeline
Owl Creek Wealth Partners LLC141$79K0.02%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …137$76.7K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky137$76.7K0.01%+1513F-HRTimeline
First Command Advisory Services, Inc.131$73.4K<0.01%+9713F-HRTimeline
Quent Capital, LLC129$72.4K<0.01%-1613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC121$68K0.05%+113F-HR/ATimeline
Persistent Asset Partners Ltd111$62.2K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC108$60.5K<0.01%-5013F-HRTimeline
Generali Investments, Management Co LLC107$59.9K0.01%013F-HRTimeline
CNB Bank105$58.8K0.02%-12313F-HRTimeline
Covestor Ltd104$58K0.03%+413F-HRTimeline
Wilmington Savings Fund Society, FSB100$56K<0.01%-1213F-HRTimeline
WPG Advisers, LLC98$54.9K0.03%013F-HRTimeline
Align Financial, LLC88$49.3K0.02%013F-HRTimeline
Basecamp Wealth Advisors LLC85$47.6K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA81$45.4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC80$44.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.80$44.8K0.01%013F-HRTimeline
Generali Asset Management SPA SGR77$43.1K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC75$42K0.01%+213F-HRTimeline
Washington Trust Advisors, Inc.73$40.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA73$40.9K<0.01%-2613F-HRTimeline
Silver Grove Financial Group, Inc.71$39.8K0.02%new13F-HRTimeline
NBH Bank71$39.8K0.02%13F-HRTimeline
TRUST CO OF VERMONT67$37.5K<0.01%13F-HRTimeline
SHP Wealth Management65$36.4K<0.01%+713F-HRTimeline
FIRST UNITED BANK & TRUST63$35.3K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…63$35.3K<0.01%+213F-HRTimelineGroup
Catalyst Capital Advisors LLC60$33.6K<0.01%013F-HRTimeline
Compound Global Advisors, LLC60$33.6K0.83%new13F-HRTimeline
LRI Investments, LLC56$31.4K<0.01%-613F-HRTimeline
JFS WEALTH ADVISORS, LLC55$30.8K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52$30.3K<0.01%-2513F-HRTimeline
Activest Wealth Management51$28.6K0.01%-1813F-HRTimeline
Phillip James Consulting Co.304$27.8K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC49$27.4K<0.01%+1013F-HRTimelineGroup
Bogart Wealth, LLC48$27.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.48$26.9K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC44$24.6K0.01%+1213F-HRTimeline
ENTRUST FINANCIAL LLC44$24.6K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.43$23.9K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC42$23.5K<0.01%+313F-HRTimeline
Financial Management Professionals, Inc.41$23K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC41$23K0.01%+1513F-HRTimeline
Cornerstone Planning Group LLC39$22.5K<0.01%-113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…39$22K<0.01%+513F-HRTimelineGroup
Rialto Wealth Management, LLC39$21.8K<0.01%+313F-HRTimeline
Princeton Global Asset Management LLC39$21.6K<0.01%+113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/38$21.3K<0.01%-113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.37$20.7K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp37$20.7K0.02%013F-HRTimeline
MCF Advisors LLC32$17.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC32$17.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC32$17.9K<0.01%+813F-HRTimeline
PlanVest Financial, Inc30$16.8K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc30$16.8K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.30$16.8K<0.01%+313F-HRTimeline
Private Wealth Asset Management, LLC30$16.8K<0.01%013F-HRTimeline
Joseph Group Capital Management30$16.8K<0.01%+1713F-HRTimeline
SJS Investment Consulting Inc.28$15.7K<0.01%-613F-HRTimeline
Barnes Dennig Private Wealth Management…28$15.7K0.01%new13F-HRTimeline
RATIONAL ADVISORS, INC.27$15.1K<0.01%013F-HRTimeline
Manchester Capital Management LLC26$14.6K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC26$14.6K0.01%013F-HRTimeline
Community Financial Services Group, LLC25$14.6K<0.01%+513F-HRTimeline
Heritage Wealth Advisors25$14K<0.01%013F-HRTimeline
Fortitude Family Office, LLC25$14K<0.01%+413F-HRTimeline
Physician Wealth Advisors, Inc.24$13.4K<0.01%+1413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding24$13.4K+22Timeline
Salomon & Ludwin, LLC23$13.4K<0.01%013F-HRTimeline
IFG Advisory, LLC23$12.9K<0.01%new13F-HRTimeline
United Financial Planning Group LLC22$12.3K0.01%013F-HRTimeline
Battery Global Advisors, LLC22$12.1K0.01%013F-HRTimeline
Avion Wealth22$12K<0.01%+813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.20$11.2K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC20$11.2K<0.01%+713F-HRTimeline
WEBSTER BANK, N. A.19$10.6K<0.01%+513F-HRTimeline
Cornerstone Financial Management LLC19$10.6K0.01%+913F-HR/ATimeline
Meramec Financial Planners, LLC18$10.3K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC18$10.1K0.01%013F-HRTimeline
Asset Dedication, LLC17$9.52K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC17$9.52K<0.01%+513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC16$9K<0.01%+213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC16$8.99K<0.01%new13F-HRTimeline
JNBA Financial Advisors16$8.96K<0.01%013F-HRTimeline
First Pacific Financial16$8.96K<0.01%+213F-HRTimeline
Hughes Financial Services, LLC16$8.96K<0.01%+313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15$8.4K<0.01%013F-HRTimeline
Triumph Capital Management15$8.4K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC15$8.4K<0.01%+313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15$8.4K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS16$8.4K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.14$7.95K0.01%013F-HRTimeline
Truvestments Capital LLC14$7.84K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC14$7.84K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC14$7.84K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.14$7.84K<0.01%+613F-HRTimeline
Abound Wealth Management13$7.3K<0.01%-713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13$7.28K<0.01%+213F-HRTimelineGroup
Bay Harbor Wealth Management, LLC13$7.28K<0.01%+113F-HRTimeline
Key Financial Inc13$7.28K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC13$7.28K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …13$7K<0.01%013F-HRTimelineGroup
Kilter Group LLC12$6.72K<0.01%+113F-HRTimeline
Kings Path Partners LLC12$6.72K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11$6.16K<0.01%-613F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN11$6.16K<0.01%013F-HRTimeline
Towne Trust Company, N.A11$6.16K<0.01%013F-HRTimeline
Eukles Asset Management11$6.16K<0.01%013F-HRTimeline
Caitong International Asset Management …11$6.16K<0.01%-20613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC10$5.84K<0.01%new13F-HRTimeline
Crewe Advisors LLC10$5.6K<0.01%-213F-HRTimeline
Avalon Trust Co10$5.6K<0.01%013F-HRTimeline
TD Capital Management LLC9$5.08K<0.01%013F-HRTimeline
Caitlin John, LLC9$5.08K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT9$5.04K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.9$5.04K<0.01%new13F-HRTimeline
Pier Capital, LLC9$5.04K<0.01%013F-HRTimeline
Cheviot Value Management, LLC9$5.04K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC9$5.04K<0.01%+213F-HRTimeline
Aspect Partners, LLC9$5.04K<0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9$5.04K<0.01%+313F-HRTimeline
Signature Equity Partners, LLC8$4.58K<0.01%-513F-HRTimeline
Prosperity Bancshares Inc8$4.48K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC8$4.48K<0.01%013F-HRTimeline
High Note Wealth, LLC8$4.48K<0.01%+413F-HRTimeline
Whipplewood Advisors, LLC8$4.48K<0.01%-6513F-HRTimeline
Brooklyn FI, LLC7$4K<0.01%new13F-HRTimeline
CENTRAL TRUST Co7$3.92K<0.01%+313F-HRTimeline
Pacific Center for Financial Services7$3.92K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$3.92K<0.01%013F-HRTimeline
Altshuler Shaham Ltd7$3.92K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc7$3.92K<0.01%-1813F-HRTimeline
Bare Financial Services, Inc7$3.92K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC7$3.92K<0.01%+613F-HRTimeline
HHM Wealth Advisors, LLC6$3.36K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6$3.36K<0.01%013F-HRTimeline
NVWM, LLC6$3.36K<0.01%-213F-HRTimeline
Coston, McIsaac & Partners7$3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5$2.8K<0.01%013F-HRTimeline
Creative Capital Management Investments…5$2.8K<0.01%new13F-HRTimeline
Nemes Rush Group LLC5$2.8K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.5$2.8K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5$2.8K<0.01%013F-HRTimeline
William B. Walkup & Associates, Inc.5$2.8K<0.01%new13F-HRTimeline