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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,087 | $37.7B |
| Q1 2026 | 1,068 | $35.1B |
| Q4 2025 | 1,081 | $38.6B |
| Q3 2025 | 1,039 | $38.8B |
| Q2 2025 | 1,087 | $41.2B |
| Q1 2025 | 1,082 | $40.2B |
| Q4 2024 | 1,071 | $42.6B |
| Q3 2024 | 1,001 | $40.7B |
| Q2 2024 | 939 | $34.2B |
| Q1 2024 | 922 | $40.1B |
| Q4 2023 | 881 | $40.5B |
| Q3 2023 | 832 | $36.7B |
| Q2 2023 | 814 | $33.4B |
| Q1 2023 | 821 | $40.7B |
| Q4 2022 | 804 | $33.6B |
| Q3 2022 | 742 | $30.1B |
| Q2 2022 | 748 | $29.8B |
| Q1 2022 | 820 | $36.6B |
| Q4 2021 | 851 | $45.2B |
| Q3 2021 | 810 | $45.1B |
| Q2 2021 | 757 | $39.9B |
| Q1 2021 | 738 | $31.6B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 137 | $73.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 141 | $76.0K | 0.03% | +141 | New |
| True Wealth Design, LLC | 143 | $77.1K | 0.02% | +88+160.0% | Added |
| Beacon Investment Advisory Services, Inc. | 145 | $78.2K | 0.00% | +145 | New |
| Quent Capital, LLC | 145 | $78.3K | 0.01% | +38+35.5% | Added |
| Ronald Blue Trust, Inc. | 155 | $83.5K | 0.00% | +1+0.6% | Added |
| TD Private Client Wealth LLC | 158 | $85.2K | 0.00% | −157−49.8% | Reduced |
| LSV Asset Management | 160 | $86.0K | 0.00% | +160 | New |
| USA Financial Portformulas Corp | 166 | $89.5K | 0.02% | +166 | New |
| Golden State Wealth Management, LLC | 168 | $90.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 171 | $92.0K | 0.00% | +14+8.9% | Added |
| Zions Bancorporation, National Association | 176 | $94.9K | 0.01% | −412−70.1% | Reduced |
| Dunhill Financial, LLC | 177 | $95.4K | 0.02% | −1−0.6% | Reduced |
| Sunbelt Securities, Inc. | 181 | $97.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 185 | $99.7K | 0.02% | +185 | New |
| Larson Financial Group LLC | 198 | $106.5K | 0.00% | −22−10.0% | Reduced |
| Intesa Sanpaolo Wealth Management | 200 | $107.8K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 205 | $110.1K | 0.07% | −22−9.7% | Reduced |
| Umb Bank N A | 208 | $112.1K | 0.00% | +4+2.0% | Added |
| Financial Consulate, Inc | 209 | $112.7K | 0.01% | −83−28.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 217 | $117.0K | 0.02% | +217 | New |
| Root Financial Partners, LLC | 220 | $118.6K | 0.01% | +163+286.0% | Added |
| Parkside Financial Bank & Trust | 222 | $119.7K | 0.01% | +10+4.7% | Added |
| CNB Bank | 228 | $122.9K | 0.05% | −10−4.2% | Reduced |
| Cromwell Holdings LLC | 239 | $128.8K | 0.07% | +2+0.8% | Added |
| Keating Financial Advisory Services, Inc. | 243 | $131.0K | 0.02% | −11−4.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 244 | $131.5K | 0.02% | +26+11.9% | Added |
| Clean Yield Group | 245 | $132.1K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $132.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $134.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 257 | $138.5K | 0.00% | −52−16.8% | Reduced |
| CVA Family Office, LLC | 261 | $140.7K | 0.01% | +14+5.7% | Added |
| Murphy & Mullick Capital Management Corp | 287 | $154.7K | 0.11% | −7−2.4% | Reduced |
| Rossby Financial, LCC | 289 | $155.2K | 0.03% | +138+91.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 290 | $156.3K | 0.02% | +3+1.0% | Added |
| Whittier Trust Co | 293 | $160.2K | 0.00% | −7−2.3% | Reduced |
| Banque de Luxembourg S.A. | 300 | $161.7K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 330 | $178.2K | 0.00% | +26+8.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 351 | $189.2K | 0.47% | −72−17.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 371 | $199.7K | 0.00% | −214−36.6% | Reduced |
| Summa Corp. | 372 | $200.5K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Inc | 372 | $200.7K | 0.00% | −90−19.5% | Reduced |
| Camden Capital, LLC | 375 | $201.9K | 0.01% | +375 | New |
| McHugh Group, LLC | 375 | $202.1K | 0.12% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 376 | $202.7K | 0.00% | +14+3.9% | Added |
| LGT Group Foundation | 379 | $204.3K | 0.00% | −40−9.5% | Reduced |
| Sym Financial Corp | 379 | $204.3K | 0.02% | +379 | New |
| Impact Investors, Inc | 379 | $204.3K | 0.14% | +379 | New |
| Caerus Investment Advisors, LLC | 380 | $204.8K | 0.09% | −238−38.5% | Reduced |
| Frec Markets, Inc. | 380 | $204.8K | 0.03% | −11−2.8% | Reduced |
| IFP Advisors, Inc | 380 | $204.8K | 0.00% | +106+38.7% | Added |
| GenTrust, LLC | 382 | $205.9K | 0.01% | +382 | New |
| Commonwealth Financial Services, LLC | 385 | $207.6K | 0.03% | +385 | New |
| Legacy Advisors, LLC | 386 | $208.1K | 0.02% | +23+6.3% | Added |
| Ashton Thomas Private Wealth, LLC | 388 | $209.0K | 0.00% | +388 | New |
| Verus Capital Partners, LLC | 388 | $209.2K | 0.01% | +388 | New |
| City Holding Co | 390 | $210.2K | 0.03% | −20−4.9% | Reduced |
| Empower Advisory Group, LLC | 390 | $210.2K | 0.00% | −16−3.9% | Reduced |
| L2 Asset Management, LLC | 392 | $211.3K | 0.02% | +23+6.2% | Added |
| Wedbush Securities Inc | 393 | $212.0K | 0.01% | +41+11.6% | Added |
| Miracle Mile Advisors, LLC | 394 | $212.5K | 0.00% | +394 | New |
| Advisor OS, LLC | 396 | $213.4K | 0.02% | +9+2.3% | Added |
| Journey Retirement Planning & Investment Management LLC | 397 | $214.3K | 0.19% | −1,187−74.9% | Reduced |
| WealthBridge Capital Management, LLC | 398 | $214.5K | 0.05% | −8−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 399 | $215.3K | 0.00% | −375−48.4% | Reduced |
| CenterStar Asset Management, LLC | 400 | $215.7K | 0.21% | +400 | New |
| Claret Asset Management Corp | 402 | $217.0K | 0.03% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 404 | $217.8K | 0.01% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 406 | $218.8K | 0.22% | −91−18.3% | Reduced |
| Patton Fund Management, Inc. | 410 | $221.0K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 411 | $221.5K | 0.04% | −83−16.8% | Reduced |
| Venture Visionary Partners LLC | 415 | $223.7K | 0.01% | −7−1.7% | Reduced |
| Buckhead Capital Management LLC | 415 | $223.7K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 417 | $224.0K | 0.01% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 418 | $225.3K | 0.00% | +418 | New |
| WSFS Capital Management, LLC | 421 | $226.9K | 0.01% | −269−39.0% | Reduced |
| OneAscent Financial Services LLC | 423 | $227.6K | 0.01% | +423 | New |
| Penserra Capital Management LLC | 424 | $228.0K | 0.00% | +12+2.9% | Added |
| JCIC Asset Management Inc. | 427 | $230.2K | 0.07% | +80+23.1% | Added |
| Insigneo Advisory Services, LLC | 431 | $232.3K | 0.02% | −181−29.6% | Reduced |
| We Are One Seven, LLC | 435 | $234.5K | 0.00% | +84+23.9% | Added |
| Beese Fulmer Investment Management, Inc. | 437 | $235.5K | 0.02% | +437 | New |
| Optivise Advisory Services LLC | 439 | $236.8K | 0.14% | −23−5.0% | Reduced |
| Venturi Wealth Management, LLC | 441 | $237.7K | 0.01% | +66+17.6% | Added |
| Arlington Partners LLC | 442 | $238.2K | 0.48% | +442 | New |
| Inspire Advisors, LLC | 445 | $239.6K | 0.02% | +445 | New |
| Rainey & Randall Investment Management Inc. | 445 | $239.9K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 445 | $239.9K | 0.02% | +57+14.7% | Added |
| Bridgewater Advisors Inc. | 489 | $243.8K | 0.01% | +24+5.2% | Added |
| Mayflower Financial Advisors, LLC | 454 | $244.7K | 0.03% | +45+11.0% | Added |
| Lafayette Investments, Inc. | 459 | $247.4K | 0.05% | +14+3.1% | Added |
| Keel Point, LLC | 461 | $248.3K | 0.02% | −111−19.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 463 | $249.6K | 0.00% | −225−32.7% | Reduced |
| SCS Capital Management LLC | 464 | $250.1K | 0.00% | +464 | New |
| Chancellor Financial Group WB LP | 467 | $251.7K | 0.18% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 468 | $252.3K | 0.01% | +468 | New |
| London & Capital Asset Management Ltd | 470 | $253.5K | 0.00% | −493−51.2% | Reduced |
| Independent Advisor Alliance | 470 | $253.5K | 0.00% | +67+16.6% | Added |
| Sentinus, LLC | 471 | $253.7K | 0.02% | +471 | New |
| Permanent Capital Management, LP | 432 | $255.5K | 0.04% | +3+0.7% | Added |