MSCI — Msci Inc Institutional Holders · Q3 2026

Name: Who Owns MSCI? 35 Institutions Hold $25.3M (Q3 2026)
Creator: ko.io

Who owns Msci Inc (MSCI)? 35 institutions reported holding $25.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Westwind Capital ($10.3M), Toth Financial Advisory Corp ($3.7M), Bell Asset Management Ltd ($2.5M).

Rank	Institution	Value	Shares	Change
1	Westwind Capital	$10.3M	19,142	Trimmed
2	TOTH FINANCIAL ADVISORY CORP	$3.7M	6,909	Trimmed
3	Bell Asset Management Ltd	$2.5M	4,645	Added
4	Lincoln Capital LLC	$1.1M	2,028	Added
5	GAMMA Investing LLC	$929,189	1,725	Added
6	STABLEFORD CAPITAL II LLC	$917,338	1,703	Trimmed
7	CANANDAIGUA NATIONAL BANK & TRUST CO	$751,431	1,395	Hold
8	VALLEY WEALTH MANAGERS, INC.	$687,869	1,277	Added
9	Wedmont Private Capital	$645,044	1,148	Trimmed
10	Farther Finance Advisors, LLC	$616,034	1,144	Added
11	CYPRESS ASSET MANAGEMENT INC/TX	$537,583	998	Trimmed
12	Ebert Capital Management Inc.	$467,557	868	Trimmed
13	Fenimore Asset Management Inc	$308,114	572	Hold
14	Versant Capital Management, Inc	$304,882	566	Trimmed
15	CX Institutional	$290,000	538	Added
16	Valeo Financial Advisors, LLC	$228,931	425	Trimmed
17	RIVERSEDGE ADVISORS, LLC	$225,160	418	New
18	Venture Visionary Partners LLC	$224,083	416	Trimmed
19	Grove Bank & Trust	$207,923	386	Trimmed
20	MassMutual Private Wealth & Trust, FSB	$128,740	239	Trimmed
21	Wealth Enhancement Trust Services, Inc.	$73,258	136	Trimmed
22	CoreCap Advisors, LLC	$55,482	103	Added
23	BURKETT FINANCIAL SERVICES, LLC	$25,914	48	Added
24	EASTERN BANK	$11,312	21	New
25	GK Wealth Management LLC	$9,052	17	New

Source: SEC Form 13F filings · as of 2026-09-30