carbonthatcarbonthat
← Every company

Who Owns MSCI Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in MSCI Inc.

Who crossed 5% of MSCI →
Managers holding
28
as of 2026-09-30
Reported value
$24.7M
summed across filings
Shares held
45.7K
Added vs trimmed
8 / 12
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Westwind CapitalStock19.1K shtrimmed$10.3M
TOTH FINANCIAL ADVISORY CORPCOM6.9K shtrimmed$3.7M
Bell Asset Management LtdCOM4.6K shadded$2.5M
Lincoln Capital LLCCOM2K shadded$1.1M
GAMMA Investing LLCCommon Stock1.7K shadded$929.2K
STABLEFORD CAPITAL II LLCCOM1.7K shtrimmed$917.3K
CANANDAIGUA NATIONAL BANK & TRUST COCom1.4K shheld$751.4K
VALLEY WEALTH MANAGERS, INC.Stock1.3K shadded$687.9K
Wedmont Private CapitalCOM1.1K shtrimmed$645K
Farther Finance Advisors, LLCStock1.1K shadded$616K
CYPRESS ASSET MANAGEMENT INC/TXCOM998 shtrimmed$537.6K
Ebert Capital Management Inc.COM868 shtrimmed$467.6K
Fenimore Asset Management IncCOM572 shheld$308.1K
Valeo Financial Advisors, LLCStock425 shtrimmed$228.9K
RIVERSEDGE ADVISORS, LLCCOM418 sh—$225.2K
Venture Visionary Partners LLCCOM416 shtrimmed$224.1K
Grove Bank & TrustCOM386 shtrimmed$207.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock239 shtrimmed$128.7K
Wealth Enhancement Trust Services, Inc.COM136 shheld$73.3K
CoreCap Advisors, LLCStock103 shadded$55.5K
EASTERN BANKCOM21 sh—$11.3K
GK Wealth Management LLCCOM17 sh—$9.1K
GILPIN WEALTH MANAGEMENT, LLCCOM15 shadded$8.1K
ELEVATION WEALTH PARTNERS, LLCCOM8 shtrimmed$4.3K
Marquette Asset Management, LLCCOM4 shheld$2.2K
Retirement Wealth Solutions LLCCOM4 shadded$2.2K
Trust CoStock1 shheld$541
Davis Capital ManagementStock1 shtrimmed$539

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on MSCI

Company overviewEverything on MSCI in one place, with the price.SEC filingsWhat MSCI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat MSCI's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold MSCI, and how big a bet.LobbyingWhat MSCI spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on MSCI's account, and who they worked for.Federal contractsWhat federal agencies pay MSCI.

Follow MSCI Inc (MSCI) by email

New trades in MSCI Inc (MSCI) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.Fund Manager CommentaryWhat well-known funds' managers say drove their year.