Public record / Tickers / MSCI

MSCI — MSCI Inc.

Both disclosure regimes on one name: who in Congress filed about MSCI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
46
all PTR rows naming MSCI
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kathy E. Manning · $15.0K–$50.0K

Purchase · traded 2024-01-23 → filed 2024-02-06. Ranked over every MSCI row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MSCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MSCI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
2025-04-14Byron Donalds R–FL-19SaleTraded 03-20 +25d$1K–$15K
2025-04-14Byron Donalds R–FL-19Sale · SP (spouse-owned)Traded 03-20 +25d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 46 ↗

Members active in MSCI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MSCI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Himalaya Capital 13Fnew+18,939 sh
2026-05-15Gotham Asset Management 13Fadd+3,809 sh
2026-05-15Fundsmith 13Ftrim−101,831 sh
2026-05-15Bridgewater Associates 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MSCI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.5B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.2B1
4STATE STREET CORP$1.7B1
5BAMCO INC /NY/$1.5B1
6MORGAN STANLEY$1.2B1
7GEODE CAPITAL MANAGEMENT, LLC$1.1B1
8EDGEWOOD MANAGEMENT LLC$756M1
9PRINCIPAL FINANCIAL GROUP INC$726M1
10Fiera Capital Corp$529M1
11PineStone Asset Management Inc.$526M1
12POLEN CAPITAL MANAGEMENT LLC$501M1
13Mitsubishi UFJ Asset Management Co., Ltd.$462M1
14BAILLIE GIFFORD & CO$459M1
15CITADEL ADVISORS LLC$407M1
16NORTHERN TRUST CORP$370M1
17Invesco Ltd.$357M1
18AQR CAPITAL MANAGEMENT LLC$352M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$337M1
20MILLENNIUM MANAGEMENT LLC$330M1
21Longview Partners (Guernsey) LTD$317M1
22TWO SIGMA INVESTMENTS, LP$314M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$305M1
24WELLINGTON MANAGEMENT GROUP LLP$299M1
25GENERATION INVESTMENT MANAGEMENT LLP$271M1
26Legal & General Group Plc$252M1
27Bank of New York Mellon Corp$235M1
28Temasek Holdings (Private) Ltd$230M1
29VANGUARD FIDUCIARY TRUST CO$224M1
30DEUTSCHE BANK AG\$219M1
31Meritage Group LP$219M1
32BANQUE PICTET & CIE SA$210M1
33ROYAL BANK OF CANADA$209M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$204M1
35BANK OF AMERICA CORP /DE/$199M1
36Clearbridge Investments, LLC$196M1
37Amundi$186M1
38NORDEA INVESTMENT MANAGEMENT AB$182M1
39FMR LLC$168M1
40AMERICAN CENTURY COMPANIES INC$167M1
41UBS Group AG$165M1
42STOREBRAND ASSET MANAGEMENT AS$164M1
43Robeco Institutional Asset Management B.V.$158M1
44DIMENSIONAL FUND ADVISORS LP$151M1
45WELLS FARGO & COMPANY/MN$151M1
46Magellan Asset Management Ltd$150M1
47GOBI CAPITAL LLC$138M1
48NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$137M1
49FRANKLIN RESOURCES INC$127M1
50WESTFIELD CAPITAL MANAGEMENT CO LP$126M1
51FLOSSBACH VON STORCH SE$119M1
52Nuveen, LLC$119M1
53BARCLAYS PLC$110M1
54Consulta Ltd$108M1
55HSBC HOLDINGS PLC$106M1
56Assenagon Asset Management S.A.$105M1
57JANE STREET GROUP, LLC$97.7M1
58Vanguard Global Advisers, LLC$86.5M1
59EULAV Asset Management$85.7M1
60Sumitomo Mitsui Trust Group, Inc.$84.8M1
61TD ASSET MANAGEMENT INC$84.5M1
62Champlain Investment Partners, LLC$82.1M1
63Vinva Investment Management Ltd$81.4M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$80.9M1
65Quantinno Capital Management LP$80.4M1
66MARKEL GROUP INC.$77.0M1
67ENVESTNET ASSET MANAGEMENT INC$74.2M1
68Bowie Capital Management, LLC$73.2M1
69VANGUARD ASSET MANAGEMENT, Ltd$67.5M1
70SEI INVESTMENTS CO$65.1M1
71National Pension Service$64.8M1
72Bristol Gate Capital Partners Inc.$64.8M1
73Baird Financial Group, Inc.$63.4M1
74Quantum Capital Management, LLC / NJ$59.0M1
75Fisher Funds Management LTD$58.8M1
76GFI Investment Counsel Ltd.$58.8M1
77YCG, LLC$57.6M1
78GCQ FUNDS MANAGEMENT PTY Ltd$57.4M1
79AVIVA PLC$56.7M1
80United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$56.1M1
81CITIGROUP INC$55.1M1
82VICTORY CAPITAL MANAGEMENT INC$53.5M1
83ALLIANCEBERNSTEIN L.P.$53.4M1
84CANADA PENSION PLAN INVESTMENT BOARD$51.5M1
85Junto Capital Management LP$50.4M1
86WESTWOOD HOLDINGS GROUP INC$49.9M1
87Capital World Investors$49.1M1
88Mitsubishi UFJ Trust & Banking Corp$48.9M1
89PRUDENTIAL FINANCIAL INC$48.7M1
90RAYMOND JAMES FINANCIAL INC$46.1M1
91SCHRODER INVESTMENT MANAGEMENT GROUP$45.2M1
92FIL Ltd$43.7M1
93NATIONAL BANK OF CANADA /FI/$43.6M1
94Focus Partners Wealth$43.3M1
95Vontobel Holding Ltd.$42.6M1
96Longaeva Partners L.P.$41.9M1
97BANK OF MONTREAL /CAN/$41.6M1
98HighTower Advisors, LLC$41.6M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$39.9M1
100Local Pensions Partnership Investment Ltd$39.6M1
101Aberdeen Group plc$36.8M1
102MACKENZIE FINANCIAL CORP$36.3M1
103Aware Super Pty Ltd as trustee of Aware Super$35.8M1
104STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$35.5M1
105Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$35.4M1
106ADAGE CAPITAL PARTNERS GP, L.L.C.$34.9M1
107Fundsmith LLP$34.9M1
108Madison Asset Management, LLC$34.6M1
109Alyeska Investment Group, L.P.$34.6M1
110Petrus Trust Company, LTA$33.2M1
111FEDERATED HERMES, INC.$32.4M1
112CIBC Bancorp USA Inc.$31.3M1
113AMERIPRISE FINANCIAL INC$29.4M1
114EVENTIDE ASSET MANAGEMENT, LLC$27.5M1
115Schonfeld Strategic Advisors LLC$27.4M1
116Meridiem Capital Partners LP$26.8M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$25.6M1
118NOMURA ASSET MANAGEMENT CO LTD$25.3M1
119PFA Pension, Forsikringsaktieselskab$25.1M1
120Point72 Asset Management, L.P.$24.2M1
121Cander Asset Management LP$24.0M1
122NEW YORK STATE COMMON RETIREMENT FUND$24.0M1
123Investment Management Corp of Ontario$23.5M1
124GATEWAY INVESTMENT ADVISERS LLC$23.3M1
125Chevy Chase Trust Holdings, LLC$23.3M1
126TORONTO DOMINION BANK$23.2M1
127Hudson Bay Capital Management LP$23.1M1
128STATE OF WISCONSIN INVESTMENT BOARD$22.7M1
129CAT ROCK CAPITAL MANAGEMENT LP$22.6M1
130LPL Financial LLC$21.6M1
131DANSKE BANK A/S$21.6M1
132Qube Research & Technologies Ltd$21.2M1
133Select Equity Group, L.P.$21.2M1
134Sumitomo Mitsui DS Asset Management Company, Ltd$21.1M1
135SEB Asset Management AB$21.1M1
136Man Group plc$20.9M1
137MANUFACTURERS LIFE INSURANCE COMPANY, THE$20.7M1
138STATE OF MICHIGAN RETIREMENT SYSTEM$20.5M1
139KORNITZER CAPITAL MANAGEMENT INC /KS$19.8M1
140Pictet Asset Management Holding SA$19.6M1
141Dundas Partners LLP$19.5M1
142Freestone Grove Partners LP$19.2M1
143Vanguard Investments Australia, Ltd.$19.1M1
144ROYAL LONDON ASSET MANAGEMENT LTD$18.4M1
145LAZARD ASSET MANAGEMENT LLC$18.3M1
146BNP Paribas Asset Management Holding S.A.$18.1M1
147Holocene Advisors, LP$17.9M1
148APG Asset Management N.V.$17.9M1
149Asset Management One Co., Ltd.$17.7M1
150HM PAYSON & CO$17.6M1
151Korea Investment CORP$17.2M1
152PITTENGER & ANDERSON INC$16.5M1
153Mariner, LLC$16.4M1
154Texas Yale Capital Corp.$16.2M1
155Heron Bay Capital Management$16.0M1
156Cerity Partners LLC$16.0M1
157DOCK STREET ASSET MANAGEMENT INC$15.9M1
158KLP KAPITALFORVALTNING AS$15.9M1
159WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$15.9M1
160IEQ CAPITAL, LLC$15.8M1
161O'SHAUGHNESSY ASSET MANAGEMENT, LLC$15.4M1
162STEADFAST CAPITAL MANAGEMENT LP$14.8M1
163Lombard Odier Asset Management (Europe) Ltd$14.7M1
164MOGY JOEL R INVESTMENT COUNSEL INC$14.5M1
165BLI - Banque de Luxembourg Investments$14.5M1
166Choate Investment Advisors$14.4M1
167FIRST TRUST ADVISORS LP$14.0M1
168State of New Jersey Common Pension Fund D$13.8M1
169SUSQUEHANNA INTERNATIONAL GROUP, LLP$13.8M1
170TOKIO MARINE ASSET MANAGEMENT CO LTD$13.8M1
171OPPENHEIMER ASSET MANAGEMENT INC.$13.2M1
172Squarepoint Ops LLC$13.1M1
173Bank Pictet & Cie (Europe) AG$13.1M1
174NISA INVESTMENT ADVISORS, LLC$13.0M1
175PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.9M1
176PARNASSUS INVESTMENTS, LLC$12.9M1
177Corient Private Wealth LLC$12.8M1
178Ensign Peak Advisors, Inc$12.8M1
179Resona Asset Management Co.,Ltd.$12.6M1
180Tredje AP-fonden$12.5M1
181STIFEL FINANCIAL CORP$12.1M1
182FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$11.7M1
183HUB Investment Partners, LLC$11.4M1
184Creative Planning$11.4M1
185PUBLIC SECTOR PENSION INVESTMENT BOARD$11.3M1
186VOYA INVESTMENT MANAGEMENT LLC$11.2M1
187OSAIC HOLDINGS, INC.$11.2M1
188Arizona State Retirement System$11.1M1
189Azimuth Capital Investment Management LLC$11.0M1
190GLENMEDE TRUST CO NA$10.9M1
191Federation des caisses Desjardins du Quebec$10.8M1
192Czech National Bank$10.8M1
193RBF Capital, LLC$10.8M1
194Allianz Asset Management GmbH$10.6M1
195MEITAV INVESTMENT HOUSE LTD$10.4M1
196UNITED CAPITAL FINANCIAL ADVISORS, LLC$10.3M1
197Himalaya Capital Management LLC$10.2M1
198Inspire Investing, LLC$10.2M1
199MetLife Investment Management, LLC$10.1M1
200Dash Acquisitions Inc.$10.1M1
201CIBC Asset Management Inc$9.7M1
202Rafferty Asset Management, LLC$9.6M1
203COMGEST GLOBAL INVESTORS S.A.S.$9.5M1
204COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.2M1
205COMMERCE BANK$9.0M1
206XPONANCE LLC$9.0M1
207FIFTH THIRD BANCORP$8.5M1
208Montanaro Asset Management Ltd$8.4M1
209DnB Asset Management AS$8.4M1
210Retirement Systems of Alabama$8.4M1
211BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$8.3M1
212Progressive Investment Management Corp$8.3M1
213TOCQUEVILLE ASSET MANAGEMENT L.P.$8.2M1
214ProShare Advisors LLC$8.1M1
215IFM Investors Pty Ltd$7.9M1
216Callahan Advisors, LLC$7.8M1
217Strategic Global Advisors, LLC$7.8M1
218Woodline Partners LP$7.8M1
219BRIDGES INVESTMENT MANAGEMENT INC$7.6M1
220Mirae Asset Global Investments Co., Ltd.$7.6M1
221CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$7.5M1
222USS Investment Management Ltd$7.5M1
223CREDIT AGRICOLE S A$7.4M1
224Daiwa Securities Group Inc.$7.3M1
225TEACHER RETIREMENT SYSTEM OF TEXAS$7.2M1
226Maple Capital Management, Inc.$7.2M1
227CWM, LLC$6.8M1
228FRONTIER CAPITAL MANAGEMENT CO LLC$6.7M1
229Silvant Capital Management LLC$6.6M1
230Triveni Capital Investments LP$6.5M1
231Cinctive Capital Management LP$6.5M1
232Sone Capital Management, LLC$6.4M1
233AMG National Trust Bank$6.4M1
234Connor, Clark & Lunn Investment Management Ltd.$6.3M1
235Utah Retirement Systems$6.3M1
236Empowered Funds, LLC$6.2M1
237Texas Capital Bank Wealth Management Services Inc$6.2M1
238MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.1M1
239MANNING & NAPIER ADVISORS LLC$6.1M1
240Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$6.0M1
241Sustainable Insight Capital Management, LLC$6.0M1
242INTECH INVESTMENT MANAGEMENT LLC$6.0M1
243Edgestream Partners, L.P.$5.9M1
244Americana Partners, LLC$5.9M1
245B. Metzler seel. Sohn & Co. AG$5.9M1
246NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.9M1
247Rakuten Investment Management, Inc.$5.8M1
248Swedbank AB$5.8M1
249Pathstone Holdings, LLC$5.8M1
250Advisors Capital Management, LLC$5.8M1
251HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.8M1
252MERCER GLOBAL ADVISORS INC /ADV$5.6M1
253M&T BANK CORP$5.6M1
254BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.6M1
255BANK OF NOVA SCOTIA$5.6M1
256NEOS Investment Management LLC$5.5M1
257Swiss Life Asset Management Ltd$5.5M1
258Engineers Gate Manager LP$5.4M1
259Groupe la Francaise$5.4M1
260Vanguard Personalized Indexing Management, LLC$5.2M1
261Candriam S.C.A.$5.2M1
262NISSAY ASSET MANAGEMENT CORP /JAPAN$5.2M1
263Qsemble Capital Management, LP$5.1M1
264Advisors Asset Management, Inc.$5.1M1
265WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.0M1
266ALPS ADVISORS INC$5.0M1
267Janus Henderson Group Ltd.$4.9M1
268VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.9M1
269Verition Fund Management LLC$4.8M1
270TRILLIUM ASSET MANAGEMENT, LLC$4.7M1
271Cetera Investment Advisers$4.7M1
272B & T Capital Management DBA Alpha Capital Management$4.6M1
273NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.6M1
274OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.5M1
275MML INVESTORS SERVICES, LLC$4.5M1
276&PARTNERS$4.4M1
277WORMSER FRERES GESTION$4.4M1
278PEAK6 LLC$4.3M1
279Nutshell Asset Management Ltd$4.3M1
280JENSEN INVESTMENT MANAGEMENT INC$4.2M1
281Atria Investments, Inc$4.2M1
282Gotham Asset Management, LLC$4.1M1
283MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.1M1
284OSSIAM$4.1M1
285PRUDENTIAL PLC$4.0M1
286WESTPAC BANKING CORP$4.0M1
287YOUSIF CAPITAL MANAGEMENT, LLC$4.0M1
288Roundview Capital LLC$4.0M1
289Tsai Capital Corp$3.9M1
290CIBC WORLD MARKET INC.$3.9M1
291Wealthfront Advisers LLC$3.9M1
292UniSuper Management Pty Ltd$3.8M1
293Avanza Fonder AB$3.8M1
294Tidal Investments LLC$3.8M1
295TRUIST FINANCIAL CORP$3.8M1
296SummitTX Capital, L.P.$3.7M1
297EVOKE WEALTH, LLC$3.7M1
298MACQUARIE GROUP LTD$3.6M1
299Knollwood Investment Advisory, LLC$3.6M1
300Ethic Inc.$3.3M1
301Global X Japan Co., Ltd.$3.3M1
302Callan Family Office, LLC$3.3M1
303KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$3.2M1
304FIRST FOUNDATION ADVISORS$3.2M1
305Rockefeller Capital Management L.P.$3.1M1
306Oxbow Advisors, LLC$3.1M1
307OMERS ADMINISTRATION Corp$3.0M1
308Eurizon Capital SGR S.p.A.$2.9M1
309PANAGORA ASSET MANAGEMENT INC$2.9M1
310WINTON GROUP Ltd$2.9M1
311Bell Asset Management Ltd$2.9M1
312HB Wealth Management, LLC$2.8M1
313Sterling Capital Management LLC$2.8M1
314Orion Porfolio Solutions, LLC$2.8M1
315Oak Thistle LLC$2.8M1
316Vident Advisory, LLC$2.7M1
317DAVENPORT & Co LLC$2.7M1
318Evelyn Partners Investment Management LLP$2.7M1
319Illinois Municipal Retirement Fund$2.7M1
320Value Partners Investments Inc.$2.6M1
321PICTET BANK & TRUST Ltd$2.6M1
322Freedom Day Solutions, LLC$2.5M1
323Merit Financial Group, LLC$2.5M1
324ALLIANZ SE$2.5M1
325Vanderbilt University$2.5M1
326Norinchukin Bank, The$2.5M1
327Y-Intercept (Hong Kong) Ltd$2.4M1
328MIZUHO SECURITIES USA LLC$2.4M1
329Sanctuary Advisors, LLC$2.4M1
330Jain Global LLC$2.3M1
331NORDEN GROUP LLC$2.3M1
332MV CAPITAL MANAGEMENT, INC.$2.3M1
333HARTFORD INVESTMENT MANAGEMENT CO$2.3M1
334Alamar Capital Management, LLC$2.2M1
335Segment Wealth Management, LLC$2.2M1
336Fairtree Asset Management (Pty) Ltd$2.2M1
337FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.1M1
338MAI Capital Management$2.1M1
339Osmosis Investment Management UK Ltd$2.1M1
340Envestnet Portfolio Solutions, Inc.$2.1M1
341FIRST CITIZENS BANK & TRUST CO$2.1M1
342Polar Asset Management Partners Inc.$2.0M1
343Plato Investment Management Ltd$2.0M1
344FULLER & THALER ASSET MANAGEMENT, INC.$2.0M1
345SHELTON CAPITAL MANAGEMENT$2.0M1
346Apollon Wealth Management, LLC$2.0M1
347US BANCORP \DE\$2.0M1
348BITTERROOT CAPITAL ADVISORS LLC$2.0M1
349Palumbo Wealth Management LLC$1.9M1
350TEMA ETFS LLC$1.9M1
351Maryland State Retirement & Pension System$1.9M1
352Capital Group Private Client Services, Inc.$1.9M1
353Lido Advisors, LLC$1.9M1
354Beacon Pointe Advisors, LLC$1.9M1
355TOTH FINANCIAL ADVISORY CORP$1.9M1
356Allspring Global Investments Holdings, LLC$1.9M1
357Bank Julius Baer & Co. Ltd, Zurich$1.9M1
358Davidson Kahn Capital Management, LLC$1.9M1
359E. Ohman J:or Asset Management AB$1.9M1
360FIDUCIARY TRUST CO$1.9M1
361ABN AMRO INVESTMENT SOLUTIONS$1.8M1
362ING GROEP NV$1.8M1
363STEPHENS INC /AR/$1.8M1
364Portside Wealth Group, LLC$1.8M1
365AG2R LA MONDIALE GESTION D'ACTIFS$1.8M1
366Sivia Capital Partners, LLC$1.7M1
367AZZAD ASSET MANAGEMENT INC /ADV$1.7M1
368COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
369Verdence Capital Advisors LLC$1.7M1
370MUFG Securities EMEA plc$1.6M1
371RITHOLTZ WEALTH MANAGEMENT$1.6M1
372Cumberland Partners Ltd$1.6M1
373NewEdge Advisors, LLC$1.6M1
374OPPENHEIMER & CO INC$1.6M1
375Tower Research Capital LLC (TRC)$1.6M1
376CHOREO, LLC$1.6M1
377BROWN ADVISORY INC$1.6M1
378Gibbs Wealth Management$1.5M1
379EFG International AG$1.5M1
380Diversified Trust Co$1.5M1
381Saudi Central Bank$1.5M1
382MATTERN CAPITAL MANAGEMENT, LLC$1.5M1
383Capital International Investors$1.5M1
384EXCHANGE TRADED CONCEPTS, LLC$1.5M1
385Sequoia Financial Advisors, LLC$1.5M1
386Summit Trail Advisors, LLC$1.5M1
387Fisher Asset Management, LLC$1.5M1
388PFG Advisors$1.5M1
389Graham Capital Management, L.P.$1.5M1
390Equitable Holdings, Inc.$1.5M1
391Andra AP-fonden$1.4M1
392Empirical Finance, LLC$1.4M1
393Jefferies Financial Group Inc.$1.4M1
394Brooklyn Investment Group$1.4M1
395Capital Investment Advisory Services, LLC$1.4M1
396Third View Private Wealth, LLC$1.4M1
397FIDELIS CAPITAL PARTNERS, LLC$1.4M1
398BENNETT SELBY INVESTMENTS LP$1.4M1
399DB Fitzpatrick & Co, Inc$1.4M1
400Steward Partners Investment Advisory, LLC$1.4M1
401FOX RUN MANAGEMENT, L.L.C.$1.4M1
402K.J. Harrison & Partners Inc$1.3M1
403Focus Partners Advisor Solutions, LLC$1.3M1
404CABOT WEALTH MANAGEMENT INC$1.3M1
405Malaga Cove Capital, LLC$1.3M1
406Accurate Wealth Management, LLC$1.3M1
407DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M1
408SBI Okasan Asset Management Co.Ltd.$1.3M1
409Dynasty Wealth Management, LLC$1.3M1
410NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
411Caprock Group, LLC$1.3M1
412NewEdge Wealth, LLC$1.2M1
413ASSETMARK, INC$1.2M1
414Midwest Trust Co$1.2M1
415Laird Norton Wetherby Trust Company, LLC$1.2M1
416EP Wealth Advisors, LLC$1.2M1
417KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
418Lincoln Capital LLC$1.1M1
419Metis Global Partners, LLC$1.1M1
420North Dakota State Investment Board$1.1M1
421Dakota Wealth Management$1.1M1
422Lombard Odier Asset Management (Switzerland) SA$1.1M1
423Voleon Capital Management LP$1.1M1
424ProVise Management Group, LLC$1.1M1
425SECURIAN ASSET MANAGEMENT, INC$1.1M1
426MUFG SECURITIES AMERICAS INC.$1.1M1
427Limestone Investment Advisors LP$1.1M1
428St. Louis Trust Co$1.1M1
429Hillsdale Investment Management Inc.$1.1M1
430Frank, Rimerman Advisors LLC$1.0M1
431NOMURA HOLDINGS INC$1.0M1
432Evelyn Partners Investment Management Services Ltd$1.0M1
433BDF-GESTION$1.0M1
434Copeland Capital Management, LLC$986K1
435Atlantic Union Bankshares Corp$976K1
436Summit Financial, LLC$958K1
437QRG CAPITAL MANAGEMENT, INC.$956K1
438LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$953K1
439Institute for Wealth Management, LLC.$941K1
440PERSONAL CFO SOLUTIONS, LLC$940K1
441Three Seasons Wealth, LLC$936K1
442STABLEFORD CAPITAL II LLC$934K1
443Advocacy Wealth Management, LLC$910K1
444Wellington Grp LLC$888K1
445DONALDSON CAPITAL MANAGEMENT, LLC$885K1
446Ballentine Partners, LLC$880K1
447Farringdon Capital, Ltd.$873K1
448Opes Wealth Management LLC$862K1
449Benin Management CORP$861K1
450QUADRANT CAPITAL GROUP LLC$861K1
451GROUPAMA ASSET MANAGMENT$840K1
452KING LUTHER CAPITAL MANAGEMENT CORP$828K1
453Advisory Advocates, LLC$822K1
454Snowden Capital Advisors LLC$815K1
455Pallas Capital Advisors LLC$812K1
456CANANDAIGUA NATIONAL CORP$812K1
457Arax Advisory Partners$811K1
458SFMG, LLC$808K1
459Neo Ivy Capital Management$799K1
460Intellectus Partners, LLC$791K1
461Concurrent Investment Advisors, LLC$787K1
462COLDSTREAM CAPITAL MANAGEMENT INC$786K1
463Crossmark Global Holdings, Inc.$783K1
464Allworth Financial LP$771K1
465R Squared Ltd$770K1
466JACOBS LEVY EQUITY MANAGEMENT, INC$767K1
467Meeder Advisory Services, Inc.$766K1
468MISSION WEALTH MANAGEMENT, LP$764K1
469Vise Technologies, Inc.$759K1
470MidFirst Bank$756K1
471SIGNET FINANCIAL MANAGEMENT, LLC$744K1
472Ducere Wealth Management LLC$737K1
473LIBERTY WEALTH MANAGEMENT LLC$734K1
474Generali Investments CEE, investicni spolecnost, a.s.$728K1
475Aviso Financial Inc.$725K1
476Chicago Partners Investment Group LLC$725K1
477MOODY LYNN LIEBERSON & WALKER, LLC$717K1
478Clearstead Advisors, LLC$714K1
479SBI Securities Co., Ltd.$709K1
480EVERGREEN CAPITAL MANAGEMENT LLC$706K1
481RB Capital Management, LLC$706K1
482Wedmont Private Capital$704K1
483Quintet Private Bank (Europe) S.A.$693K1
484CITIZENS FINANCIAL GROUP INC/RI$684K1
485Savvy Advisors, Inc.$684K1
486Compound Planning, Inc.$672K1
487Fortune Financial Group, Inc.$669K1
488Bull Harbor Capital LLC$668K1
489Hardworking Capital Advisors, LLC$658K1
490SIGNATUREFD, LLC$656K1
491PINNACLE ASSOCIATES LTD$647K1
492Itau Unibanco Holding S.A.$647K1
493Kathmere Capital Management, LLC$645K1
494BAM Wealth Management, LLC$642K1
495PRINCIPAL SECURITIES, INC.$637K1
496Skandinaviska Enskilda Banken AB (publ)$636K1
497Crestmont Private Wealth LLC$611K1
498Grove Bank & Trust$604K1
499Gilbert & Cook, Inc.$598K1
500Union Bancaire Privee, UBP SA$596K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MSCI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MSCI
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for MSCI · financials and macro

Financials — as filed PLANNED

MSCI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MSCI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing