# MSCI INC (MSCI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MSCI/

- Reporting holders: 30
- Reported value: $14.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $3.7M | 6,909 | 0.4% | 15 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $2.5M | 4,645 | 0.9% | 14 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $1.1M | 2,028 | 0.2% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $929.2K | 1,725 | 0.0% | 12 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $917.3K | 1,703 | 0.3% | 6 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $751.4K | 1,395 | 0.1% | 17 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $687.9K | 1,277 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $645.0K | 1,148 | 0.0% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $616.0K | 1,144 | 0.0% | 16 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $537.6K | 998 | 0.1% | 27 |
| [Ebert Capital Management Inc.](https://holderbook.com/funds/2102530-ebert-capital-management-inc/) | $467.6K | 868 | 0.4% | 4 |
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $308.1K | 572 | 0.0% | 20 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $304.9K | 566 | 0.0% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $228.9K | 425 | 0.0% | 2 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $225.2K | 418 | 0.0% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $224.1K | 416 | 0.0% | 7 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $207.9K | 386 | 0.0% | 26 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $128.7K | 239 | 0.0% | 24 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $73.3K | 136 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $55.5K | 103 | 0.0% | 11 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $25.9K | 48 | 0.0% | 2 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $11.3K | 21 | 0.0% | 1 |
| [Westwind Capital](https://holderbook.com/funds/1729269-westwind-capital/) | $10.3K | 19,142 | 2.4% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $9.1K | 17 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $8.1K | 15 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $14.7M |
| Q2 2026 | 1,085 | $40.6B |
| Q1 2026 | 1,064 | $35.4B |
| Q4 2025 | 1,081 | $39.6B |
| Q3 2025 | 1,042 | $39.5B |
| Q2 2025 | 1,090 | $41.5B |
| Q1 2025 | 1,086 | $40.4B |
| Q4 2024 | 1,077 | $43.2B |
| Q3 2024 | 1,003 | $41.0B |
| Q2 2024 | 940 | $34.6B |
| Q1 2024 | 926 | $42.0B |
| Q4 2023 | 890 | $41.7B |