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MSCI Inc.

MSCI
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001408198

In the last 90 days, MSCI Inc. insiders filed 1 open-market purchase and 0 sales; 1,087 institutions reported holding it in 13F filings for Q2 2026, worth $37.7B in total; 3 superinvestors hold it, including Viking Global Investors and Markel Group.

13F holders, Q1 2026

Institutional positions in MSCI Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,068
+2 vs. Q4 2025
Shares held
65.1M
+8.16M (+14.3%) vs. Q4 2025
Total value
$35.1B
+$2.45B (+7.5%) vs. Q4 2025
New holders
129
363 more added
Sold out
127
430 more reduced

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MSCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 1,068 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2026: $35.1B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2025.

Institutions holding MSCI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph1$00.00%−1−50.0%Reduced
Mowery & Schoenfeld Wealth Management, LLC0$200.00%−53−100.0%Reduced
Y.D. More Investments Ltd47$800.00%−7−13.0%Reduced
E Fund Management (Hong Kong) Co., Ltd.1$5390.00%−123−99.2%Reduced
Davis Capital Management1$5390.00%00.0%Unchanged
IMA Wealth, Inc.1$5390.00%00.0%Unchanged
Tidemark, LLC1$5390.00%+1New
Dogwood Wealth Management LLC1$5390.00%+1New
Intentional Wealth Strategies, LLC1$5390.00%+1New
TFC Financial Management1$5400.00%−1−50.0%Reduced
Wolff Wiese Magana LLC1$5400.00%00.0%Unchanged
Seneschal Advisors, LLC1$5400.00%00.0%Unchanged
Trust Co1$5410.00%00.0%Unchanged
Bullock Wealth Management Group1$5590.00%00.0%Unchanged
Winthrop Capital Management, LLC2$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC1$1.00K0.00%+1New
Colonial Trust Co2$1.08K0.00%−13−86.7%Reduced
HFM Investment Advisors, LLC2$1.08K0.00%00.0%Unchanged
Torren Management, LLC2$1.08K0.00%00.0%Unchanged
1015 Capital Partners, LLC2$1.08K0.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1.08K0.00%00.0%Unchanged
American Capital Advisory, LLC2$1.08K0.00%00.0%Unchanged
Sittner & Nelson, LLC2$1.08K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC2$1.08K0.00%+1+100.0%Added
Cassaday & Co Wealth Management LLC2$1.08K0.00%+2New
Nvest Wealth Strategies, Inc.2$1.08K0.00%+2New
WestEnd Advisors, LLC3$1.62K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC3$1.62K0.00%00.0%Unchanged
United Community Bank3$1.62K0.00%00.0%Unchanged
Synergy Investment Management, LLC3$1.62K0.00%+3New
Innovative Asset Advisors Group, LLC3$1.62K0.00%+3New
Prestige Wealth Management Group LLC3$1.62K0.00%−1−25.0%Reduced
Greykasell Wealth Strategies, Inc.3$1.63K0.00%00.0%Unchanged
Westfuller Advisors, LLC3$1.70K0.00%−6−66.7%Reduced
Geneos Wealth Management Inc.4$2.16K0.00%00.0%Unchanged
Lodestone Wealth Management LLC4$2.16K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$2.16K0.00%00.0%Unchanged
High Note Wealth, LLC4$2.16K0.00%+1+33.3%Added
Strategic Wealth Partners, Ltd.4$2.16K0.00%+4New
Raleigh Capital Management Inc.4$2.16K0.00%+4New
Burk Holdings LLC4$2.16K0.00%+4New
Portus Wealth Advisors, LLC4$2.16K0.00%+4New
Clark Wealth Partners4$2.16K0.00%−3−42.9%Reduced
Central Trust Co4$2.16K0.00%00.0%Unchanged
Marquette Asset Management, LLC4$2.16K0.00%+4New
Corsicana & Co.4$2.26K0.00%00.0%Unchanged
Altshuler Shaham Ltd5$2.69K0.00%−7−58.3%Reduced
Anfield Capital Management, LLC5$2.69K0.00%00.0%Unchanged
Nemes Rush Group LLC5$2.69K0.00%00.0%Unchanged
Evolution Wealth Management Inc.5$2.69K0.00%00.0%Unchanged
Crews Bank & Trust5$2.69K0.00%00.0%Unchanged
Aventura Private Wealth, LLC5$2.69K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.5$2.69K0.00%00.0%Unchanged
Johnson Financial Group, Inc.5$2.70K0.00%−61−92.4%Reduced
Clayton Financial Group LLC5$2.70K0.00%00.0%Unchanged
RMG Wealth Management LLC5$2.92K0.00%+5New
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.6$3.23K0.00%+6New
Gilpin Wealth Management, LLC6$3.23K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC6$3.26K0.00%−75−92.6%Reduced
Bartlett & Co. Wealth Management LLC6$3.49K0.00%+1+20.0%Added
Walleye Capital LLC7$3.77K0.00%−39,331−100.0%Reduced
Bare Financial Services, Inc7$3.77K0.00%−3−30.0%Reduced
Raffa Wealth Management, LLC7$3.77K0.00%00.0%Unchanged
Red Tortoise LLC7$3.77K0.00%00.0%Unchanged
Aspect Partners, LLC7$3.77K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$3.77K0.00%00.0%Unchanged
Pacific Center for Financial Services7$3.77K0.00%00.0%Unchanged
NVWM, LLC8$4.31K0.00%−2,562−99.7%Reduced
Elevated Capital Advisors, LLC8$4.31K0.00%00.0%Unchanged
Ameriflex Group, Inc.8$4.31K0.00%00.0%Unchanged
Cheviot Value Management, LLC9$4.85K0.00%00.0%Unchanged
Pier Capital, LLC9$4.85K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.9$4.85K0.00%+5+125.0%Added
Albion Financial Group9$4.85K0.00%00.0%Unchanged
Caitlin John, LLC9$4.87K0.00%00.0%Unchanged
TD Capital Management LLC9$4.88K0.00%−15−62.5%Reduced
Cornerstone Financial Management LLC10$5.39K0.00%+3+42.9%Added
North Star Investment Management Corp.10$5.39K0.00%+4+66.7%Added
Golden State Equity Partners10$5.39K0.00%+10New
UMA Financial Services, Inc.10$5.39K0.00%+4+66.7%Added
Avalon Trust Co10$5.39K0.00%+10New
Delta Asset Management LLC11$5.93K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A11$5.93K0.00%00.0%Unchanged
Eukles Asset Management11$5.93K0.00%00.0%Unchanged
Kilter Group LLC11$5.93K0.00%00.0%Unchanged
South State Corp.11$5.93K0.00%+2+22.2%Added
GHP Investment Advisors, Inc.11$5.95K0.00%+11New
Clear Street Markets LLC12$6.47K0.00%−204−94.4%Reduced
Kings Path Partners LLC12$6.47K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC12$6.47K0.00%+4+50.0%Added
Wilkerson Advisory Group LLC12$6.47K0.00%+10+500.0%Added
Richardson Capital Management LLC12$6.47K0.00%+12New
Crewe Advisors LLC12$6.47K0.00%−3−20.0%Reduced
Harvest Fund Management Co., Ltd13$7.00K0.00%−40−75.5%Reduced
Avion Wealth14$7.00K0.00%−1−6.7%Reduced
Meeder Asset Management Inc13$7.01K0.00%−6−31.6%Reduced
Key Financial Inc13$7.01K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$7.01K0.00%+6+85.7%Added
Joseph Group Capital Management13$7.01K0.00%+13New