MSCI (MSCI)Westwood Holdings Group Inc reduced its stake -38K shares

54K

Shares reported · -38K vs prior quarter

0.23%

Disclosed portfolio weight

$30.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of MSCI — reported range $1,001 - $15,000
2. Jun 26, 2026Federal contract · $244K obligatedU.S. International Development Finance Corporation awarded MSCI: $244K obligated to date
3. Jul 21, 2026Company filing · Form 8-K · ResultsReported its results
4. Aug 7, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 7, 2026, in connection with the previously disclosed departure of the Global Controller and Chief Accounting Officer of MSCI Inc. (the “Company”), as disclosed in the Company’s Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission (the “SEC”) on March 31, 2026, the Board of Directors of the Company appointed Andrew C. Wiechmann, the Company’s Chief Financial Officer, to serve as…”

What came next

1. Sep 2, 2026Insider · Their first buy on recordDirector purchased ~$1M of MSCI shares in the open market
2. Sep 30, 2026Federal contract · $31K obligatedDepartment of the Treasury awarded MSCI: $31K obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for MSCI

For MSCI, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 1 Congress trade report, 32 fund holdings reports (13F) and 1 federal contract award dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MSCI page.

How this filing works

• SEC Form 13F

Other disclosures at MSCI

• USAspending.gov award recordSep 30, 2026
• SEC Form 4Sep 4, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its MSCI page.