Filing Research | MSCI - MSCI INC Institutional Holdings

Snapshot holdings

50 / 243 loaded

#		Instrument	quantity
1	PineStone Asset Management Inc.	Shares	943.5KSH	$528.4M
2	BANQUE PICTET & CIE SA	Shares	387.5KSH	$217.0M
3	Robeco Institutional Asset Management B.V.	Shares	335.9KSH	$188.1M
4	Canoe Financial LP	Shares	179.6KSH	$100.6M
5	Assenagon Asset Management S.A.	Shares	167.8KSH	$94.0M
6	Fisher Funds Management LTD	Shares	83.1KSH	$46.6M
7	GATEWAY INVESTMENT ADVISERS LLC	Shares	43.3KSH	$24.3M
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	39.0KSH	$21.8M
9	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	34.6KSH	$19.4M
10	HM PAYSON & CO	Shares	31.2KSH	$17.5M
11	MOGY JOEL R INVESTMENT COUNSEL INC	Shares	26.8KSH	$15.0M
12	Czech National Bank	Shares	20.7KSH	$11.6M
13	Bank Pictet & Cie (Europe) AG	Shares	20.4KSH	$11.4M
14	MEITAV INVESTMENT HOUSE LTD	Shares	20.1KSH	$11.3M
15	PensionDanmark Pensionsforsikringsaktieselskab	Shares	18.8KSH	$10.5M
16	COMGEST GLOBAL INVESTORS S.A.S.	Shares	17.7KSH	$9.9M
17	Mediolanum International Funds Ltd	Shares	17.7KSH	$9.9M
18	Boston Trust Walden Corp	Shares	16.7KSH	$9.3M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.1KSH	$9.0M
20	Mirae Asset Global Investments Co., Ltd.	Shares	15.6KSH	$8.8M
21	IFM Investors Pty Ltd	Shares	15.4KSH	$8.6M
22	FIRST HORIZON CORP	Shares	13.7KSH	$7.7M
23	Rathbones Group PLC	Shares	13.1KSH	$7.3M
24	ASR Vermogensbeheer N.V.	Shares	13.0KSH	$7.3M
25	Swedbank AB	Shares	11.1KSH	$6.2M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.8KSH	$6.1M
27	Police & Firemen's Retirement System of New Jersey	Shares	10.5KSH	$5.9M
28	Capricorn Fund Managers Ltd	Shares	8.2KSH	$4.6M
29	TOTH FINANCIAL ADVISORY CORP	Shares	7.3KSH	$4.1M
30	Avanza Fonder AB	Shares	7.2KSH	$4.1M
31	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.9KSH	$3.9M
32	Global X Japan Co., Ltd.	Shares	6.1KSH	$3.4M
33	Oak Thistle LLC	Shares	5.5KSH	$3.1M
34	BDF-GESTION	Shares	1.7KSH	$3.0M
35	DAVENPORT & Co LLC	Shares	5.0KSH	$2.8M
36	PICTET BANK & TRUST Ltd	Shares	4.8KSH	$2.7M
37	Value Partners Investments Inc.	Shares	4.8KSH	$2.7M
38	Freedom Day Solutions, LLC	Shares	4.8KSH	$2.7M
39	Merit Financial Group, LLC	Shares	4.6KSH	$2.6M
40	Vanderbilt University	Shares	4.5KSH	$2.5M
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	4.5KSH	$2.5M
42	Segment Wealth Management, LLC	Shares	4.3KSH	$2.4M
43	MIZUHO SECURITIES USA LLC	Shares	4.4KSH	$2.4M
44	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	4.3KSH	$2.4M
45	HARTFORD INVESTMENT MANAGEMENT CO	Shares	4.0KSH	$2.2M
46	Midway Capital Research & Management	Shares	3.8KSH	$2.1M
47	Louisiana State Employees Retirement System	Shares	3.7KSH	$2.1M
48	MIZUHO MARKETS AMERICAS LLC	Shares	3.7KSH	$2.1M
49	Apollon Wealth Management, LLC	Shares	3.7KSH	$2.1M
50	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	3.6KSH	$2.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 265 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+42.1K	+$29.8M	$188.1M
2	ASR Vermogensbeheer N.V. new	Shares	+13.0K	+$7.3M	$7.3M
3	BANQUE PICTET & CIE SA trimmed	Shares	-2.6K	+$6.8M	$217.0M
4	Capricorn Fund Managers Ltd new	Shares	+8.2K	+$4.6M	$4.6M
5	TOTH FINANCIAL ADVISORY CORP added	Shares	+3.7K	+$2.2M	$4.1M
6	MIZUHO MARKETS AMERICAS LLC new	Shares	+3.7K	+$2.1M	$2.1M
7	BDF-GESTION trimmed	Shares	-189	+$2.0M	$3.0M
8	PineStone Asset Management Inc. trimmed	Shares	-33.2K	+$1.9M	$528.4M
9	Mediolanum International Funds Ltd added	Shares	+2.6K	+$1.9M	$9.9M
10	Spire Wealth Management added	Shares	+3.2K	+$1.8M	$1.8M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.6K	+$1.2M	$8.8M
12	Curated Wealth Partners LLC new	Shares	+56.3K	+$1.2M	$1.2M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+988	+$1.1M	$6.1M
14	SBI Securities Co., Ltd. added	Shares	+1.8K	+$1.1M	$1.8M
15	Canoe Financial LP trimmed	Shares	-5.2K	+$973.1K	$100.6M
16	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+18	+$920.7K	$24.3M
17	MEITAV INVESTMENT HOUSE LTD added	Shares	+800	+$854.0K	$11.3M
18	Czech National Bank added	Shares	+712	+$819.6K	$11.6M
19	IFM Investors Pty Ltd added	Shares	+765	+$736.7K	$8.6M
20	ADAMS DIVERSIFIED EQUITY FUND, INC. unchanged	Shares	0	+$727.6K	$19.4M
21	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-185	+$720.3K	$21.8M
22	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.1K	+$694.3K	$2.5M
23	Fideuram Asset Management (Ireland) dac added	Shares	+972	+$575.4K	$629.6K
24	Cardinal Point Capital Management ULC new	Shares	+931	+$521.4K	$521.4K
25	MOGY JOEL R INVESTMENT COUNSEL INC trimmed	Shares	-101	+$508.3K	$15.0M
26	Hennion & Walsh Asset Management, Inc. new	Shares	+803	+$449.7K	$449.7K
27	Waterway Wealth Management, LLC added	Shares	+716	+$449.6K	$1.7M
28	Blue Trust, Inc. added	Shares	+785	+$442.9K	$526.4K
29	COMGEST GLOBAL INVESTORS S.A.S. added	Shares	+111	+$431.7K	$9.9M
30	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+713	+$399.3K	$399.9K
31	Canada Post Corp Registered Pension Plan added	Shares	+637	+$397.3K	$1.4M
32	Swedbank AB added	Shares	+293	+$391.6K	$6.2M
33	Diversified Trust Co added	Shares	+516	+$347.3K	$1.8M
34	Trust Asset Management LLC added	Shares	+788	+$331.2K	$800.1K
35	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+482	+$327.4K	$1.8M
36	Oak Thistle LLC added	Shares	+339	+$298.8K	$3.1M
37	IFP Advisors, Inc added	Shares	+511	+$294.2K	$499.0K
38	LANARK FINANCIAL, INC. added	Shares	+446	+$271.8K	$836.1K
39	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+352	+$265.5K	$2.0M
40	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+320	+$262.2K	$2.4M
41	Valeo Financial Advisors, LLC new	Shares	+461	+$258.2K	$258.2K
42	WORLD EQUITY GROUP, INC. added	Shares	+400	+$234.6K	$505.2K
43	Segment Wealth Management, LLC added	Shares	+267	+$233.9K	$2.4M
44	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+409	+$229.1K	$229.1K
45	Avanza Fonder AB added	Shares	+141	+$228.1K	$4.1M
46	CWA Asset Management Group, LLC new	Shares	+394	+$220.7K	$220.7K
47	Trust Point Inc. new	Shares	+359	+$201.0K	$201.0K
48	MISSION WEALTH MANAGEMENT, LP added	Shares	+250	+$170.0K	$933.5K
49	QRG CAPITAL MANAGEMENT, INC. added	Shares	+233	+$167.9K	$1.1M
50	Global X Japan Co., Ltd. added	Shares	+64	+$163.4K	$3.4M

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