Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MSCI INC · common stock · Q1 2026 · 13 members disclosed MSCI ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 865 holders are listed, largest first: 865
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $31.5B
holders whose share count rose or who opened the position (new + add), by shares: 393
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 110

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of MSCI ranked by reported value, 1–25 of 865 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.1B	5,740,802	−160,275	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.5B	4,653,076	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	4,024,536	—	NO PRIOR
4	STATE STREET CORP	$1.7B	3,114,932	−71,801	TRIM
5	BAMCO INC /NY/	$1.5B	2,699,389	−56,358	TRIM
6	MORGAN STANLEY	$1.2B	2,244,979	−222,577	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	1,999,610	+6,533	ADD
8	EDGEWOOD MANAGEMENT LLC	$756M	1,401,992	−5,066	TRIM
9	PRINCIPAL FINANCIAL GROUP INC	$726M	1,347,039	−370,325	TRIM
10	Fiera Capital Corp	$529M	981,698	+19,072	ADD
11	PineStone Asset Management Inc.	$526M	976,774	−24,168	TRIM
12	POLEN CAPITAL MANAGEMENT LLC	$501M	929,509	−401,576	TRIM
13	Mitsubishi UFJ Asset Management Co., Ltd.	$462M	856,695	−5,432	TRIM
14	BAILLIE GIFFORD & CO	$459M	852,357	+5,513	ADD
15	CITADEL ADVISORS LLC	$407M	755,002	+258,126	ADD
16	NORTHERN TRUST CORP	$370M	687,009	−9,903	TRIM
17	Invesco Ltd.	$357M	661,589	+156,215	ADD
18	AQR CAPITAL MANAGEMENT LLC	$352M	653,023	+248,457	ADD
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$337M	625,446	−111,617	TRIM
20	MILLENNIUM MANAGEMENT LLC	$330M	612,159	+126,192	ADD
21	Longview Partners (Guernsey) LTD	$317M	587,264	−136,548	TRIM
22	TWO SIGMA INVESTMENTS, LP	$314M	581,832	+209,216	ADD
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$305M	565,851	+5,672	ADD
24	WELLINGTON MANAGEMENT GROUP LLP	$299M	555,359	+206,321	ADD
25	GENERATION INVESTMENT MANAGEMENT LLP	$271M	502,166	+274,917	ADD

Show the top 500 of 865 holders

13F holders of MSCI ranked by reported value, 26–500 of 865 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Legal & General Group Plc	$252M	468,145	−63,642	TRIM
27	Bank of New York Mellon Corp	$235M	436,694	+9,201	ADD
28	Temasek Holdings (Private) Ltd	$230M	425,863	+85,481	ADD
29	VANGUARD FIDUCIARY TRUST CO	$224M	415,369	—	NO PRIOR
30	DEUTSCHE BANK AG\	$219M	406,307	−45,607	TRIM
31	Meritage Group LP	$219M	406,084	−60,533	TRIM
32	BANQUE PICTET & CIE SA	$210M	390,135	−132,900	TRIM
33	ROYAL BANK OF CANADA	$209M	388,460	+9,577	ADD
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$204M	378,163	+3,247	ADD
35	BANK OF AMERICA CORP /DE/	$199M	369,560	−42,256	TRIM
36	Clearbridge Investments, LLC	$196M	363,615	+32,599	ADD
37	Amundi	$186M	345,088	+59,866	ADD
38	NORDEA INVESTMENT MANAGEMENT AB	$182M	341,571	−143,771	TRIM
39	FMR LLC	$168M	311,115	−174,146	TRIM
40	AMERICAN CENTURY COMPANIES INC	$167M	310,748	−99,210	TRIM
41	UBS Group AG	$165M	306,117	+47,092	ADD
42	STOREBRAND ASSET MANAGEMENT AS	$164M	304,756	—	NO PRIOR
43	Robeco Institutional Asset Management B.V.	$158M	293,789	+87,706	ADD
44	DIMENSIONAL FUND ADVISORS LP	$151M	280,912	+5,469	ADD
45	WELLS FARGO & COMPANY/MN	$151M	279,727	+29,882	ADD
46	Magellan Asset Management Ltd	$150M	279,153	−38,427	TRIM
47	GOBI CAPITAL LLC	$138M	256,611	0	NO CHANGE
48	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$137M	253,607	+253,607	NEW
49	FRANKLIN RESOURCES INC	$127M	235,126	−76,542	TRIM
50	WESTFIELD CAPITAL MANAGEMENT CO LP	$126M	233,764	+25,972	ADD
51	FLOSSBACH VON STORCH SE	$119M	221,276	−2,189	TRIM
52	Nuveen, LLC	$119M	220,108	+25,521	ADD
53	BARCLAYS PLC	$110M	203,631	−28,413	TRIM
54	Consulta Ltd	$108M	200,000	+200,000	NEW
55	HSBC HOLDINGS PLC	$106M	197,021	−312,409	TRIM
56	Assenagon Asset Management S.A.	$105M	194,858	−1,116	TRIM
57	JANE STREET GROUP, LLC	$97.7M	181,232	−5,685	TRIM
58	Vanguard Global Advisers, LLC	$86.5M	160,565	—	NO PRIOR
59	EULAV Asset Management	$85.7M	158,984	−26,992	TRIM
60	Sumitomo Mitsui Trust Group, Inc.	$84.8M	157,249	−14,212	TRIM
61	TD ASSET MANAGEMENT INC	$84.5M	156,843	+1,311	ADD
62	Champlain Investment Partners, LLC	$82.1M	152,234	−96,690	TRIM
63	Vinva Investment Management Ltd	$81.4M	152,260	+26,905	ADD
64	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$80.9M	150,157	−44,763	TRIM
65	Quantinno Capital Management LP	$80.4M	149,134	+30,482	ADD
66	MARKEL GROUP INC.	$77.0M	142,850	0	NO CHANGE
67	ENVESTNET ASSET MANAGEMENT INC	$74.2M	137,670	−10,436	TRIM
68	Bowie Capital Management, LLC	$73.2M	135,845	−62,809	TRIM
69	VANGUARD ASSET MANAGEMENT, Ltd	$67.5M	125,280	—	NO PRIOR
70	SEI INVESTMENTS CO	$65.1M	120,744	−52,995	TRIM
71	National Pension Service	$64.8M	120,307	+120,307	NEW
72	Bristol Gate Capital Partners Inc.	$64.8M	120,209	−698	TRIM
73	Baird Financial Group, Inc.	$63.4M	117,605	+117,605	NEW
74	Quantum Capital Management, LLC / NJ	$59.0M	109,480	+21,995	ADD
75	Fisher Funds Management LTD	$58.8M	109,160	−4,573	TRIM
76	GFI Investment Counsel Ltd.	$58.8M	109,010	−9,224	TRIM
77	YCG, LLC	$57.6M	106,886	−3,400	TRIM
78	GCQ FUNDS MANAGEMENT PTY Ltd	$57.4M	106,458	−86,555	TRIM
79	AVIVA PLC	$56.7M	105,117	+631	ADD
80	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$56.1M	104,135	+6,000	ADD
81	CITIGROUP INC	$55.1M	102,314	+6,340	ADD
82	VICTORY CAPITAL MANAGEMENT INC	$53.5M	99,315	+486	ADD
83	ALLIANCEBERNSTEIN L.P.	$53.4M	93,017	−8,531	TRIM
84	CANADA PENSION PLAN INVESTMENT BOARD	$51.5M	95,625	−10,028	TRIM
85	Junto Capital Management LP	$50.4M	93,550	+93,550	NEW
86	WESTWOOD HOLDINGS GROUP INC	$49.9M	92,614	+7,093	ADD
87	Capital World Investors	$49.1M	91,093	+140	ADD
88	Mitsubishi UFJ Trust & Banking Corp	$48.9M	90,785	−6,184	TRIM
89	PRUDENTIAL FINANCIAL INC	$48.7M	90,370	+53,256	ADD
90	RAYMOND JAMES FINANCIAL INC	$46.1M	85,584	−23,718	TRIM
91	SCHRODER INVESTMENT MANAGEMENT GROUP	$45.2M	83,934	−8,653	TRIM
92	FIL Ltd	$43.7M	81,164	−19,061	TRIM
93	NATIONAL BANK OF CANADA /FI/	$43.6M	80,959	+1,179	ADD
94	Focus Partners Wealth	$43.3M	80,312	+5,045	ADD
95	Vontobel Holding Ltd.	$42.6M	78,968	+105	ADD
96	Longaeva Partners L.P.	$41.9M	77,680	+77,680	NEW
97	BANK OF MONTREAL /CAN/	$41.6M	77,165	−22,567	TRIM
98	HighTower Advisors, LLC	$41.6M	77,146	−3,000	TRIM
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$39.9M	73,983	−8,803	TRIM
100	Local Pensions Partnership Investment Ltd	$39.6M	73,379	−5,000	TRIM
101	Aberdeen Group plc	$36.8M	68,331	+2,255	ADD
102	MACKENZIE FINANCIAL CORP	$36.3M	67,387	+10,454	ADD
103	Aware Super Pty Ltd as trustee of Aware Super	$35.8M	66,464	—	NO PRIOR
104	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$35.5M	65,911	−2,929	TRIM
105	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$35.4M	65,703	+41,936	ADD
106	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.9M	64,800	+5,000	ADD
107	Fundsmith LLP	$34.9M	64,788	−101,831	TRIM
108	Madison Asset Management, LLC	$34.6M	64,269	+8,775	ADD
109	Alyeska Investment Group, L.P.	$34.6M	64,178	+64,178	NEW
110	Petrus Trust Company, LTA	$33.2M	61,646	+1,560	ADD
111	FEDERATED HERMES, INC.	$32.4M	60,171	−19,446	TRIM
112	CIBC Bancorp USA Inc.	$31.3M	58,124	—	NO PRIOR
113	AMERIPRISE FINANCIAL INC	$29.4M	54,272	−29,007	TRIM
114	EVENTIDE ASSET MANAGEMENT, LLC	$27.5M	51,068	+14,788	ADD
115	Schonfeld Strategic Advisors LLC	$27.4M	50,758	+36,266	ADD
116	Meridiem Capital Partners LP	$26.8M	49,692	+49,692	NEW
117	Zurcher Kantonalbank (Zurich Cantonalbank)	$25.6M	47,447	+47,447	NEW
118	NOMURA ASSET MANAGEMENT CO LTD	$25.3M	47,011	−6,472	TRIM
119	PFA Pension, Forsikringsaktieselskab	$25.1M	46,555	+46,555	NEW
120	Point72 Asset Management, L.P.	$24.2M	44,828	+44,828	NEW
121	Cander Asset Management LP	$24.0M	44,552	+6,222	ADD
122	NEW YORK STATE COMMON RETIREMENT FUND	$24.0M	44,545	−1,500	TRIM
123	Investment Management Corp of Ontario	$23.5M	43,568	+120	ADD
124	GATEWAY INVESTMENT ADVISERS LLC	$23.3M	43,299	−8,213	TRIM
125	Chevy Chase Trust Holdings, LLC	$23.3M	43,140	−5,553	TRIM
126	TORONTO DOMINION BANK	$23.2M	43,091	+6,464	ADD
127	Hudson Bay Capital Management LP	$23.1M	42,886	+15,562	ADD
128	STATE OF WISCONSIN INVESTMENT BOARD	$22.7M	42,038	+1,986	ADD
129	CAT ROCK CAPITAL MANAGEMENT LP	$22.6M	41,993	+1,052	ADD
130	LPL Financial LLC	$21.6M	40,153	−3,260	TRIM
131	DANSKE BANK A/S	$21.6M	40,043	−12,944	TRIM
132	Qube Research & Technologies Ltd	$21.2M	39,349	+39,349	NEW
133	Select Equity Group, L.P.	$21.2M	39,250	−1,341	TRIM
134	Sumitomo Mitsui DS Asset Management Company, Ltd	$21.1M	39,176	−2,454	TRIM
135	SEB Asset Management AB	$21.1M	39,063	—	NO PRIOR
136	Man Group plc	$20.9M	38,713	−8,468	TRIM
137	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$20.7M	38,418	−4,407	TRIM
138	STATE OF MICHIGAN RETIREMENT SYSTEM	$20.5M	38,002	−500	TRIM
139	KORNITZER CAPITAL MANAGEMENT INC /KS	$19.8M	36,723	−2,224	TRIM
140	Pictet Asset Management Holding SA	$19.6M	36,328	−3,222	TRIM
141	Dundas Partners LLP	$19.5M	36,194	−1,032	TRIM
142	Freestone Grove Partners LP	$19.2M	35,595	+32,691	ADD
143	Vanguard Investments Australia, Ltd.	$19.1M	35,375	—	NO PRIOR
144	ROYAL LONDON ASSET MANAGEMENT LTD	$18.4M	34,068	0	NO CHANGE
145	LAZARD ASSET MANAGEMENT LLC	$18.3M	33,864	+7,091	ADD
146	BNP Paribas Asset Management Holding S.A.	$18.1M	33,500	−99,792	TRIM
147	Holocene Advisors, LP	$17.9M	33,280	+33,280	NEW
148	APG Asset Management N.V.	$17.9M	38,260	−11,855	TRIM
149	Asset Management One Co., Ltd.	$17.7M	32,830	+435	ADD
150	HM PAYSON & CO	$17.6M	32,576	+13,295	ADD
151	Korea Investment CORP	$17.2M	31,940	+8,080	ADD
152	PITTENGER & ANDERSON INC	$16.5M	30,701	−170	TRIM
153	Mariner, LLC	$16.4M	30,376	+8,699	ADD
154	Texas Yale Capital Corp.	$16.2M	30,081	−144	TRIM
155	Heron Bay Capital Management	$16.0M	29,723	+15,270	ADD
156	Cerity Partners LLC	$16.0M	29,671	+5,986	ADD
157	DOCK STREET ASSET MANAGEMENT INC	$15.9M	29,562	−1,988	TRIM
158	KLP KAPITALFORVALTNING AS	$15.9M	29,460	+1,960	ADD
159	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$15.9M	29,432	−5,387	TRIM
160	IEQ CAPITAL, LLC	$15.8M	29,335	+6,960	ADD
161	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$15.4M	28,483	+10,118	ADD
162	STEADFAST CAPITAL MANAGEMENT LP	$14.8M	27,550	+27,550	NEW
163	Lombard Odier Asset Management (Europe) Ltd	$14.7M	27,344	+16,116	ADD
164	MOGY JOEL R INVESTMENT COUNSEL INC	$14.5M	26,859	−114	TRIM
165	BLI - Banque de Luxembourg Investments	$14.5M	25,240	+25,240	NEW
166	Choate Investment Advisors	$14.4M	26,739	−1,086	TRIM
167	FIRST TRUST ADVISORS LP	$14.0M	26,046	+11,051	ADD
168	State of New Jersey Common Pension Fund D	$13.8M	25,679	−868	TRIM
169	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.8M	25,613	−30,829	TRIM
170	TOKIO MARINE ASSET MANAGEMENT CO LTD	$13.8M	25,538	−600	TRIM
171	OPPENHEIMER ASSET MANAGEMENT INC.	$13.2M	24,464	−6,216	TRIM
172	Squarepoint Ops LLC	$13.1M	24,372	+22,370	ADD
173	Bank Pictet & Cie (Europe) AG	$13.1M	24,265	−2,400	TRIM
174	NISA INVESTMENT ADVISORS, LLC	$13.0M	24,103	−151	TRIM
175	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$12.9M	23,968	−899	TRIM
176	PARNASSUS INVESTMENTS, LLC	$12.9M	23,882	+415	ADD
177	Corient Private Wealth LLC	$12.8M	24,200	−158,074	TRIM
178	Ensign Peak Advisors, Inc	$12.8M	23,723	−2,116	TRIM
179	Resona Asset Management Co.,Ltd.	$12.6M	23,446	−679	TRIM
180	Tredje AP-fonden	$12.5M	23,274	+23,274	NEW
181	STIFEL FINANCIAL CORP	$12.1M	22,342	−6,603	TRIM
182	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$11.7M	21,630	+7,120	ADD
183	HUB Investment Partners, LLC	$11.4M	21,212	−2,696	TRIM
184	Creative Planning	$11.4M	21,157	+4,050	ADD
185	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.3M	20,894	+1,748	ADD
186	VOYA INVESTMENT MANAGEMENT LLC	$11.2M	20,717	−2,994	TRIM
187	OSAIC HOLDINGS, INC.	$11.2M	20,686	+2,038	ADD
188	Arizona State Retirement System	$11.1M	20,596	−1,136	TRIM
189	Azimuth Capital Investment Management LLC	$11.0M	20,437	−281	TRIM
190	GLENMEDE TRUST CO NA	$10.9M	20,143	−2,948	TRIM
191	Federation des caisses Desjardins du Quebec	$10.8M	20,116	+202	ADD
192	Czech National Bank	$10.8M	20,010	+196	ADD
193	RBF Capital, LLC	$10.8M	20,000	−20,000	TRIM
194	Allianz Asset Management GmbH	$10.6M	19,645	+14,705	ADD
195	MEITAV INVESTMENT HOUSE LTD	$10.4M	19,306	+14,693	ADD
196	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$10.3M	19,030	+19,030	NEW
197	Himalaya Capital Management LLC	$10.2M	18,939	+18,939	NEW
198	Inspire Investing, LLC	$10.2M	18,833	+6,733	ADD
199	MetLife Investment Management, LLC	$10.1M	18,718	−986	TRIM
200	Dash Acquisitions Inc.	$10.1M	17,766	+500	ADD
201	CIBC Asset Management Inc	$9.7M	18,039	−81	TRIM
202	Rafferty Asset Management, LLC	$9.6M	17,866	−5,051	TRIM
203	COMGEST GLOBAL INVESTORS S.A.S.	$9.5M	17,572	−600	TRIM
204	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$9.2M	17,115	−363	TRIM
205	COMMERCE BANK	$9.0M	16,730	−283	TRIM
206	XPONANCE LLC	$9.0M	16,638	+1,321	ADD
207	FIFTH THIRD BANCORP	$8.5M	15,682	+12,576	ADD
208	Montanaro Asset Management Ltd	$8.4M	15,650	+500	ADD
209	DnB Asset Management AS	$8.4M	15,606	+567	ADD
210	Retirement Systems of Alabama	$8.4M	15,604	−380	TRIM
211	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$8.3M	15,435	−2,280	TRIM
212	Progressive Investment Management Corp	$8.3M	15,372	+4	ADD
213	TOCQUEVILLE ASSET MANAGEMENT L.P.	$8.2M	15,229	+3,312	ADD
214	ProShare Advisors LLC	$8.1M	14,969	−3,459	TRIM
215	IFM Investors Pty Ltd	$7.9M	14,657	+24	ADD
216	Callahan Advisors, LLC	$7.8M	14,530	+8,540	ADD
217	Strategic Global Advisors, LLC	$7.8M	14,524	−355	TRIM
218	Woodline Partners LP	$7.8M	14,456	+1,594	ADD
219	BRIDGES INVESTMENT MANAGEMENT INC	$7.6M	14,117	+1,496	ADD
220	Mirae Asset Global Investments Co., Ltd.	$7.6M	14,078	+1,858	ADD
221	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$7.5M	13,960	−9,127	TRIM
222	USS Investment Management Ltd	$7.5M	13,876	+505	ADD
223	CREDIT AGRICOLE S A	$7.4M	13,759	−12,923	TRIM
224	Daiwa Securities Group Inc.	$7.3M	13,534	−1,120	TRIM
225	TEACHER RETIREMENT SYSTEM OF TEXAS	$7.2M	13,384	−535	TRIM
226	Maple Capital Management, Inc.	$7.2M	13,324	+1,404	ADD
227	CWM, LLC	$6.8M	12,583	+3,526	ADD
228	FRONTIER CAPITAL MANAGEMENT CO LLC	$6.7M	12,465	−1,072	TRIM
229	Silvant Capital Management LLC	$6.6M	12,189	−442	TRIM
230	Triveni Capital Investments LP	$6.5M	12,015	+2,475	ADD
231	Cinctive Capital Management LP	$6.5M	12,008	+12,008	NEW
232	Sone Capital Management, LLC	$6.4M	11,936	+11,936	NEW
233	AMG National Trust Bank	$6.4M	11,904	+133	ADD
234	Connor, Clark & Lunn Investment Management Ltd.	$6.3M	11,603	+5,085	ADD
235	Utah Retirement Systems	$6.3M	11,596	−703	TRIM
236	Empowered Funds, LLC	$6.2M	11,562	+4,901	ADD
237	Texas Capital Bank Wealth Management Services Inc	$6.2M	11,457	−423	TRIM
238	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.1M	11,257	−268	TRIM
239	MANNING & NAPIER ADVISORS LLC	$6.1M	11,232	+4,173	ADD
240	Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	$6.0M	11,170	0	NO CHANGE
241	Sustainable Insight Capital Management, LLC	$6.0M	11,060	−2,640	TRIM
242	INTECH INVESTMENT MANAGEMENT LLC	$6.0M	11,055	+7,162	ADD
243	Edgestream Partners, L.P.	$5.9M	10,945	+10,945	NEW
244	Americana Partners, LLC	$5.9M	10,919	+3,461	ADD
245	B. Metzler seel. Sohn & Co. AG	$5.9M	10,912	+356	ADD
246	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.9M	10,888	−3	TRIM
247	Rakuten Investment Management, Inc.	$5.8M	10,987	+1,008	ADD
248	Swedbank AB	$5.8M	10,817	−110,674	TRIM
249	Pathstone Holdings, LLC	$5.8M	10,766	+122	ADD
250	Advisors Capital Management, LLC	$5.8M	10,751	−33	TRIM
251	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.8M	10,685	+7,715	ADD
252	MERCER GLOBAL ADVISORS INC /ADV	$5.6M	10,362	−401	TRIM
253	M&T BANK CORP	$5.6M	10,360	+365	ADD
254	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.6M	10,359	−3,348	TRIM
255	BANK OF NOVA SCOTIA	$5.6M	10,356	−70,568	TRIM
256	NEOS Investment Management LLC	$5.5M	10,193	+4,684	ADD
257	Swiss Life Asset Management Ltd	$5.5M	10,169	+866	ADD
258	Engineers Gate Manager LP	$5.4M	10,097	+6,299	ADD
259	Groupe la Francaise	$5.4M	9,948	+463	ADD
260	Vanguard Personalized Indexing Management, LLC	$5.2M	9,736	+418	ADD
261	Candriam S.C.A.	$5.2M	9,693	−169	TRIM
262	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.2M	9,654	−145	TRIM
263	Qsemble Capital Management, LP	$5.1M	9,524	+7,137	ADD
264	Advisors Asset Management, Inc.	$5.1M	9,375	+885	ADD
265	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.0M	9,800	+847	ADD
266	ALPS ADVISORS INC	$5.0M	9,208	+9,208	NEW
267	Janus Henderson Group Ltd.	$4.9M	9,138	−548	TRIM
268	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$4.9M	9,081	+9,081	NEW
269	Verition Fund Management LLC	$4.8M	8,937	+1,593	ADD
270	TRILLIUM ASSET MANAGEMENT, LLC	$4.7M	8,736	+6,109	ADD
271	Cetera Investment Advisers	$4.7M	8,699	−396	TRIM
272	B & T Capital Management DBA Alpha Capital Management	$4.6M	8,485	+314	ADD
273	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.6M	8,452	+768	ADD
274	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.5M	8,408	−239	TRIM
275	MML INVESTORS SERVICES, LLC	$4.5M	8,310	−212	TRIM
276	&PARTNERS	$4.4M	8,049	−931	TRIM
277	WORMSER FRERES GESTION	$4.4M	7,908	−218	TRIM
278	PEAK6 LLC	$4.3M	8,007	+8,007	NEW
279	Nutshell Asset Management Ltd	$4.3M	7,930	−12,678	TRIM
280	JENSEN INVESTMENT MANAGEMENT INC	$4.2M	7,750	−2,100	TRIM
281	Atria Investments, Inc	$4.2M	7,708	−3,263	TRIM
282	Gotham Asset Management, LLC	$4.1M	7,616	+3,809	ADD
283	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.1M	7,608	−3,441	TRIM
284	OSSIAM	$4.1M	7,515	+5,066	ADD
285	PRUDENTIAL PLC	$4.0M	7,474	−5,931	TRIM
286	WESTPAC BANKING CORP	$4.0M	7,396	+6,841	ADD
287	YOUSIF CAPITAL MANAGEMENT, LLC	$4.0M	7,386	−530	TRIM
288	Roundview Capital LLC	$4.0M	7,354	+3	ADD
289	Tsai Capital Corp	$3.9M	7,298	+304	ADD
290	CIBC WORLD MARKET INC.	$3.9M	7,202	+1,282	ADD
291	Wealthfront Advisers LLC	$3.9M	7,179	+315	ADD
292	UniSuper Management Pty Ltd	$3.8M	7,100	−246	TRIM
293	Avanza Fonder AB	$3.8M	7,092	+149	ADD
294	Tidal Investments LLC	$3.8M	7,073	+4,426	ADD
295	TRUIST FINANCIAL CORP	$3.8M	7,069	−4,034	TRIM
296	SummitTX Capital, L.P.	$3.7M	6,778	+5,099	ADD
297	EVOKE WEALTH, LLC	$3.7M	6,774	−2,426	TRIM
298	MACQUARIE GROUP LTD	$3.6M	6,652	−8,949	TRIM
299	Knollwood Investment Advisory, LLC	$3.6M	6,597	0	NO CHANGE
300	Ethic Inc.	$3.3M	6,190	−773	TRIM
301	Global X Japan Co., Ltd.	$3.3M	6,065	+275	ADD
302	Callan Family Office, LLC	$3.3M	6,041	−771	TRIM
303	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$3.2M	5,269	+388	ADD
304	FIRST FOUNDATION ADVISORS	$3.2M	5,966	−57	TRIM
305	Rockefeller Capital Management L.P.	$3.1M	5,809	−1,291	TRIM
306	Oxbow Advisors, LLC	$3.1M	5,674	+5,674	NEW
307	OMERS ADMINISTRATION Corp	$3.0M	5,621	+2,790	ADD
308	Eurizon Capital SGR S.p.A.	$2.9M	5,433	−4,296	TRIM
309	PANAGORA ASSET MANAGEMENT INC	$2.9M	5,419	−53,254	TRIM
310	WINTON GROUP Ltd	$2.9M	5,375	−5,174	TRIM
311	Bell Asset Management Ltd	$2.9M	5,359	−2,223	TRIM
312	HB Wealth Management, LLC	$2.8M	5,262	+758	ADD
313	Sterling Capital Management LLC	$2.8M	5,220	−3,455	TRIM
314	Orion Porfolio Solutions, LLC	$2.8M	5,204	−1,729	TRIM
315	Oak Thistle LLC	$2.8M	5,180	+5,180	NEW
316	Vident Advisory, LLC	$2.7M	5,052	+2,035	ADD
317	DAVENPORT & Co LLC	$2.7M	5,051	−542	TRIM
318	Evelyn Partners Investment Management LLP	$2.7M	4,961	−199	TRIM
319	Illinois Municipal Retirement Fund	$2.7M	4,930	−1,421	TRIM
320	Value Partners Investments Inc.	$2.6M	4,849	+397	ADD
321	PICTET BANK & TRUST Ltd	$2.6M	4,825	−325	TRIM
322	Freedom Day Solutions, LLC	$2.5M	4,716	−95	TRIM
323	Merit Financial Group, LLC	$2.5M	4,650	−1,069	TRIM
324	ALLIANZ SE	$2.5M	4,575	0	NO CHANGE
325	Vanderbilt University	$2.5M	4,558	−5,028	TRIM
326	Norinchukin Bank, The	$2.5M	4,556	−97	TRIM
327	Y-Intercept (Hong Kong) Ltd	$2.4M	4,450	−5,168	TRIM
328	MIZUHO SECURITIES USA LLC	$2.4M	4,442	−1,029	TRIM
329	Sanctuary Advisors, LLC	$2.4M	4,392	−328	TRIM
330	Jain Global LLC	$2.3M	4,308	+3,760	ADD
331	NORDEN GROUP LLC	$2.3M	4,218	−300	TRIM
332	MV CAPITAL MANAGEMENT, INC.	$2.3M	4,199	+94	ADD
333	HARTFORD INVESTMENT MANAGEMENT CO	$2.3M	4,185	−163	TRIM
334	Alamar Capital Management, LLC	$2.2M	4,116	—	NO PRIOR
335	Segment Wealth Management, LLC	$2.2M	4,012	−4	TRIM
336	Fairtree Asset Management (Pty) Ltd	$2.2M	3,997	−1,377	TRIM
337	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$2.1M	3,945	+26	ADD
338	MAI Capital Management	$2.1M	3,933	+223	ADD
339	Osmosis Investment Management UK Ltd	$2.1M	3,912	−5,503	TRIM
340	Envestnet Portfolio Solutions, Inc.	$2.1M	3,828	−1,094	TRIM
341	FIRST CITIZENS BANK & TRUST CO	$2.1M	3,822	−856	TRIM
342	Polar Asset Management Partners Inc.	$2.0M	3,801	+3,801	NEW
343	Plato Investment Management Ltd	$2.0M	3,798	0	NO CHANGE
344	FULLER & THALER ASSET MANAGEMENT, INC.	$2.0M	3,730	−2,418	TRIM
345	SHELTON CAPITAL MANAGEMENT	$2.0M	3,698	−33	TRIM
346	Apollon Wealth Management, LLC	$2.0M	3,693	+496	ADD
347	US BANCORP \DE\	$2.0M	3,690	−308	TRIM
348	BITTERROOT CAPITAL ADVISORS LLC	$2.0M	3,681	+3,681	NEW
349	Palumbo Wealth Management LLC	$1.9M	3,607	−833	TRIM
350	TEMA ETFS LLC	$1.9M	3,606	−936	TRIM
351	Maryland State Retirement & Pension System	$1.9M	3,602	0	NO CHANGE
352	Capital Group Private Client Services, Inc.	$1.9M	3,590	−1,439	TRIM
353	Lido Advisors, LLC	$1.9M	3,558	+448	ADD
354	Beacon Pointe Advisors, LLC	$1.9M	3,551	+2,257	ADD
355	TOTH FINANCIAL ADVISORY CORP	$1.9M	3,537	+238	ADD
356	Allspring Global Investments Holdings, LLC	$1.9M	3,538	−27	TRIM
357	Bank Julius Baer & Co. Ltd, Zurich	$1.9M	3,516	−4,368	TRIM
358	Davidson Kahn Capital Management, LLC	$1.9M	3,487	+477	ADD
359	E. Ohman J:or Asset Management AB	$1.9M	3,463	+101	ADD
360	FIDUCIARY TRUST CO	$1.9M	3,459	−284	TRIM
361	ABN AMRO INVESTMENT SOLUTIONS	$1.8M	3,346	+433	ADD
362	ING GROEP NV	$1.8M	3,337	+2,869	ADD
363	STEPHENS INC /AR/	$1.8M	3,309	+302	ADD
364	Portside Wealth Group, LLC	$1.8M	3,261	−2,130	TRIM
365	AG2R LA MONDIALE GESTION D'ACTIFS	$1.8M	3,249	+43	ADD
366	Sivia Capital Partners, LLC	$1.7M	3,217	+2,301	ADD
367	AZZAD ASSET MANAGEMENT INC /ADV	$1.7M	3,179	+21	ADD
368	COMMONWEALTH EQUITY SERVICES, LLC	$1.7M	3,102	−676	TRIM
369	Verdence Capital Advisors LLC	$1.7M	3,071	−64	TRIM
370	MUFG Securities EMEA plc	$1.6M	3,012	−80,068	TRIM
371	RITHOLTZ WEALTH MANAGEMENT	$1.6M	3,009	+162	ADD
372	Cumberland Partners Ltd	$1.6M	3,000	−3,750	TRIM
373	NewEdge Advisors, LLC	$1.6M	2,994	+2,994	NEW
374	OPPENHEIMER & CO INC	$1.6M	2,984	+2,472	ADD
375	Tower Research Capital LLC (TRC)	$1.6M	2,984	−38	TRIM
376	CHOREO, LLC	$1.6M	2,945	+301	ADD
377	BROWN ADVISORY INC	$1.6M	2,888	−7,140	TRIM
378	Gibbs Wealth Management	$1.5M	2,821	−485	TRIM
379	EFG International AG	$1.5M	2,800	−2,265	TRIM
380	Diversified Trust Co	$1.5M	2,774	−622	TRIM
381	Saudi Central Bank	$1.5M	2,773	+2,773	NEW
382	MATTERN CAPITAL MANAGEMENT, LLC	$1.5M	2,764	+2,764	NEW
383	Capital International Investors	$1.5M	2,768	−30	TRIM
384	EXCHANGE TRADED CONCEPTS, LLC	$1.5M	2,730	+565	ADD
385	Sequoia Financial Advisors, LLC	$1.5M	2,724	−481	TRIM
386	Summit Trail Advisors, LLC	$1.5M	2,721	+936	ADD
387	Fisher Asset Management, LLC	$1.5M	2,710	−29	TRIM
388	PFG Advisors	$1.5M	2,703	−182	TRIM
389	Graham Capital Management, L.P.	$1.5M	2,701	+51	ADD
390	Equitable Holdings, Inc.	$1.5M	2,536	−49	TRIM
391	Andra AP-fonden	$1.4M	2,680	−4,100	TRIM
392	Empirical Finance, LLC	$1.4M	2,676	−7	TRIM
393	Jefferies Financial Group Inc.	$1.4M	2,651	+1,691	ADD
394	Brooklyn Investment Group	$1.4M	2,615	−20	TRIM
395	Capital Investment Advisory Services, LLC	$1.4M	2,607	+40	ADD
396	Third View Private Wealth, LLC	$1.4M	2,569	+361	ADD
397	FIDELIS CAPITAL PARTNERS, LLC	$1.4M	2,564	+1,379	ADD
398	BENNETT SELBY INVESTMENTS LP	$1.4M	2,555	+10	ADD
399	DB Fitzpatrick & Co, Inc	$1.4M	2,527	+62	ADD
400	Steward Partners Investment Advisory, LLC	$1.4M	2,523	−2,155	TRIM
401	FOX RUN MANAGEMENT, L.L.C.	$1.4M	2,555	−1,557	TRIM
402	K.J. Harrison & Partners Inc	$1.3M	2,484	−3,000	TRIM
403	Focus Partners Advisor Solutions, LLC	$1.3M	2,481	+932	ADD
404	CABOT WEALTH MANAGEMENT INC	$1.3M	2,478	−194	TRIM
405	Malaga Cove Capital, LLC	$1.3M	2,429	+79	ADD
406	Accurate Wealth Management, LLC	$1.3M	2,434	+2,434	NEW
407	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.3M	2,159	+750	ADD
408	SBI Okasan Asset Management Co.Ltd.	$1.3M	2,400	0	NO CHANGE
409	Dynasty Wealth Management, LLC	$1.3M	2,357	+31	ADD
410	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	2,352	−49	TRIM
411	Caprock Group, LLC	$1.3M	2,350	−508	TRIM
412	NewEdge Wealth, LLC	$1.2M	2,309	−1,445	TRIM
413	ASSETMARK, INC	$1.2M	2,304	+80	ADD
414	Midwest Trust Co	$1.2M	2,278	−132	TRIM
415	Laird Norton Wetherby Trust Company, LLC	$1.2M	2,245	−144	TRIM
416	EP Wealth Advisors, LLC	$1.2M	2,152	+97	ADD
417	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	2,148	+107	ADD
418	Lincoln Capital LLC	$1.1M	2,118	−384	TRIM
419	Metis Global Partners, LLC	$1.1M	2,110	−298	TRIM
420	North Dakota State Investment Board	$1.1M	2,104	−473	TRIM
421	Dakota Wealth Management	$1.1M	2,102	−31	TRIM
422	Lombard Odier Asset Management (Switzerland) SA	$1.1M	2,085	+2,085	NEW
423	Voleon Capital Management LP	$1.1M	2,052	−3,932	TRIM
424	ProVise Management Group, LLC	$1.1M	2,049	−40	TRIM
425	SECURIAN ASSET MANAGEMENT, INC	$1.1M	2,043	0	NO CHANGE
426	MUFG SECURITIES AMERICAS INC.	$1.1M	2,033	+9	ADD
427	Limestone Investment Advisors LP	$1.1M	2,000	0	NO CHANGE
428	St. Louis Trust Co	$1.1M	1,961	+397	ADD
429	Hillsdale Investment Management Inc.	$1.1M	1,950	+1,950	NEW
430	Frank, Rimerman Advisors LLC	$1.0M	1,920	−4	TRIM
431	NOMURA HOLDINGS INC	$1.0M	1,918	−37	TRIM
432	Evelyn Partners Investment Management Services Ltd	$1.0M	1,907	+23	ADD
433	BDF-GESTION	$1.0M	1,865	0	NO CHANGE
434	Copeland Capital Management, LLC	$986K	1,829	−21,912	TRIM
435	Atlantic Union Bankshares Corp	$976K	1,811	−89	TRIM
436	Summit Financial, LLC	$958K	1,778	+1,394	ADD
437	QRG CAPITAL MANAGEMENT, INC.	$956K	1,774	−226	TRIM
438	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$953K	1,768	−820	TRIM
439	Institute for Wealth Management, LLC.	$941K	1,746	+19	ADD
440	PERSONAL CFO SOLUTIONS, LLC	$940K	1,744	−279	TRIM
441	Three Seasons Wealth, LLC	$936K	1,736	−143	TRIM
442	STABLEFORD CAPITAL II LLC	$934K	1,733	+5	ADD
443	Advocacy Wealth Management, LLC	$910K	1,688	+1,688	NEW
444	Wellington Grp LLC	$888K	1,647	—	NO PRIOR
445	DONALDSON CAPITAL MANAGEMENT, LLC	$885K	1,641	−233	TRIM
446	Ballentine Partners, LLC	$880K	1,632	−44	TRIM
447	Farringdon Capital, Ltd.	$873K	1,619	−1,902	TRIM
448	Opes Wealth Management LLC	$862K	1,600	0	NO CHANGE
449	Benin Management CORP	$861K	1,598	0	NO CHANGE
450	QUADRANT CAPITAL GROUP LLC	$861K	1,597	−471	TRIM
451	GROUPAMA ASSET MANAGMENT	$840K	1,558	−344	TRIM
452	KING LUTHER CAPITAL MANAGEMENT CORP	$828K	1,537	−18	TRIM
453	Advisory Advocates, LLC	$822K	1,525	—	NO PRIOR
454	Snowden Capital Advisors LLC	$815K	1,512	−262	TRIM
455	Pallas Capital Advisors LLC	$812K	1,506	−140	TRIM
456	CANANDAIGUA NATIONAL CORP	$812K	1,506	—	NO PRIOR
457	Arax Advisory Partners	$811K	1,499	+581	ADD
458	SFMG, LLC	$808K	1,499	+26	ADD
459	Neo Ivy Capital Management	$799K	1,482	−3,230	TRIM
460	Intellectus Partners, LLC	$791K	1,468	−49	TRIM
461	Concurrent Investment Advisors, LLC	$787K	1,461	−19	TRIM
462	COLDSTREAM CAPITAL MANAGEMENT INC	$786K	1,458	−46	TRIM
463	Crossmark Global Holdings, Inc.	$783K	1,452	—	NO PRIOR
464	Allworth Financial LP	$771K	1,431	+357	ADD
465	R Squared Ltd	$770K	1,429	+679	ADD
466	JACOBS LEVY EQUITY MANAGEMENT, INC	$767K	1,423	−71	TRIM
467	Meeder Advisory Services, Inc.	$766K	1,422	−234	TRIM
468	MISSION WEALTH MANAGEMENT, LP	$764K	1,416	+15	ADD
469	Vise Technologies, Inc.	$759K	1,323	0	NO CHANGE
470	MidFirst Bank	$756K	1,402	+2	ADD
471	SIGNET FINANCIAL MANAGEMENT, LLC	$744K	1,380	0	NO CHANGE
472	Ducere Wealth Management LLC	$737K	1,367	+99	ADD
473	LIBERTY WEALTH MANAGEMENT LLC	$734K	1,362	0	NO CHANGE
474	Generali Investments CEE, investicni spolecnost, a.s.	$728K	1,350	−4,583	TRIM
475	Aviso Financial Inc.	$725K	1,345	+501	ADD
476	Chicago Partners Investment Group LLC	$725K	1,192	+566	ADD
477	MOODY LYNN LIEBERSON & WALKER, LLC	$717K	1,330	0	NO CHANGE
478	Clearstead Advisors, LLC	$714K	1,324	+533	ADD
479	SBI Securities Co., Ltd.	$709K	1,315	+22	ADD
480	EVERGREEN CAPITAL MANAGEMENT LLC	$706K	1,310	+836	ADD
481	RB Capital Management, LLC	$706K	1,310	−16	TRIM
482	Wedmont Private Capital	$704K	1,264	−81	TRIM
483	Quintet Private Bank (Europe) S.A.	$693K	1,285	0	NO CHANGE
484	CITIZENS FINANCIAL GROUP INC/RI	$684K	1,269	−191	TRIM
485	Savvy Advisors, Inc.	$684K	1,269	+398	ADD
486	Compound Planning, Inc.	$672K	1,246	−181	TRIM
487	Fortune Financial Group, Inc.	$669K	1,241	+1,241	NEW
488	Bull Harbor Capital LLC	$668K	1,239	—	NO PRIOR
489	Hardworking Capital Advisors, LLC	$658K	1,220	+23	ADD
490	SIGNATUREFD, LLC	$656K	1,218	−22	TRIM
491	PINNACLE ASSOCIATES LTD	$647K	1,200	−180	TRIM
492	Itau Unibanco Holding S.A.	$647K	1,200	+1,200	NEW
493	Kathmere Capital Management, LLC	$645K	1,197	+323	ADD
494	BAM Wealth Management, LLC	$642K	1,191	−67	TRIM
495	PRINCIPAL SECURITIES, INC.	$637K	1,181	−1,082	TRIM
496	Skandinaviska Enskilda Banken AB (publ)	$636K	1,180	−51,079	TRIM
497	Crestmont Private Wealth LLC	$611K	1,133	+93	ADD
498	Grove Bank & Trust	$604K	1,121	−828	TRIM
499	Gilbert & Cook, Inc.	$598K	1,110	+41	ADD
500	Union Bancaire Privee, UBP SA	$596K	1,139	−734	TRIM

Truncated by Public Filings. Top 500 of 865 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MSCI

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 2 Himalaya Capital, Gotham Asset Management $14.3M held
Trimming: 2 Fundsmith, Bridgewater Associates $34.9M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · MSCI INC

Merged timeline of congressional filings and notable-manager moves on MSCI
Date	Who	Change	Size
2026-05-15	Himalaya Capital 13F	NEW	+18,939 sh
2026-05-15	Gotham Asset Management 13F	ADD	+3,809 sh
2026-05-15	Fundsmith 13F	TRIM	−101,831 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−971 sh

4 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.