Who holds MSCIticker 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 · COM · quarter ended 2026-03-31 · 13 members disclosed MSCI ↗

865

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$31.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

393

addsholders whose share count rose or who opened the position (new + add), by shares

129

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MSCI ranked by reported value
#	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
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

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MSCI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · MSCI INC

Merged timeline of congressional filings and notable-manager moves on MSCI
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
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

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed MSCI — the congressional view ↗