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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 475 | $256.0K | 0.09% | −194−29.0% | Reduced |
| AXA S.A. | 475 | $256.0K | 0.10% | +475 | New |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $256.6K | 0.01% | +476 | New |
| Rothschild Investment LLC | 480 | $258.8K | 0.01% | +356+287.1% | Added |
| Dark Forest Capital Management LP | 490 | $264.1K | 0.02% | +490 | New |
| Lecap Asset Management Ltd | 491 | $264.7K | 0.10% | +491 | New |
| Parcion Private Wealth LLC | 497 | $267.9K | 0.02% | +83+20.0% | Added |
| Impact Capital Partners LLC | 499 | $269.0K | 0.08% | +111+28.6% | Added |
| World Equity Group, Inc. | 502 | $270.6K | 0.07% | +1+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 506 | $272.9K | 0.01% | +121+31.4% | Added |
| Blue Edge Capital, LLC | 508 | $273.8K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 508 | $274.0K | 0.01% | −29−5.4% | Reduced |
| AE Wealth Management LLC | 508 | $274.0K | 0.00% | −1,488−74.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 509 | $274.4K | 0.08% | +509 | New |
| Aprio Wealth Management, LLC | 514 | $276.9K | 0.02% | +27+5.5% | Added |
| Savant Capital, LLC | 514 | $277.1K | 0.00% | +135+35.6% | Added |
| PDS Planning, Inc | 516 | $278.1K | 0.02% | +4+0.8% | Added |
| Brevan Howard Capital Management LP | 520 | $280.3K | 0.00% | −1,004−65.9% | Reduced |
| Cambria Investment Management, L.P. | 520 | $280.3K | 0.02% | −27−4.9% | Reduced |
| Wealth Alliance | 521 | $280.9K | 0.03% | +44+9.2% | Added |
| CM Wealth Advisors LLC | 533 | $287.3K | 0.06% | −143−21.2% | Reduced |
| Legacy Financial Advisors, Inc. | 542 | $292.3K | 0.04% | +114+26.6% | Added |
| Quantbot Technologies LP | 545 | $293.8K | 0.01% | −10,032−94.8% | Reduced |
| Baron Wealth Management LLC | 552 | $297.7K | 0.09% | +164+42.3% | Added |
| Marks Group Wealth Management, Inc | 555 | $299.1K | 0.03% | −9,173−94.3% | Reduced |
| Tandem Investment Advisors, Inc. | 559 | $301.3K | 0.01% | −285−33.8% | Reduced |
| New Age Alpha Advisors, LLC | 559 | $301.3K | 0.01% | +65+13.2% | Added |
| Capital Advisors, Ltd. LLC | 563 | $303.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 568 | $306.3K | 0.08% | +38+7.2% | Added |
| Chilton Investment Co LLC | 569 | $306.7K | 0.01% | +39+7.4% | Added |
| Castleview Partners, LLC | 570 | $307.2K | 0.16% | −115−16.8% | Reduced |
| 71 West Capital Partners | 571 | $307.8K | 0.01% | +37+6.9% | Added |
| Robertson Stephens Wealth Management, LLC | 571 | $307.8K | 0.01% | +3+0.5% | Added |
| Fenimore Asset Management Inc | 572 | $308.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 573 | $308.9K | 0.03% | +309+117.0% | Added |
| Weaver Capital Management LLC | 574 | $309.4K | 0.07% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 576 | $310.5K | 0.33% | −232−28.7% | Reduced |
| Focus Financial Network, Inc. | 576 | $310.7K | 0.01% | +146+34.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 581 | $313.2K | 0.08% | −192−24.8% | Reduced |
| Kera Capital Partners, Inc. | 581 | $313.2K | 0.04% | +210+56.6% | Added |
| JSF Financial, LLC | 583 | $314.2K | 0.06% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 585 | $315.0K | 0.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 586 | $315.9K | 0.01% | +586 | New |
| Whittier Trust Co of Nevada Inc | 578 | $316.0K | 0.01% | −5−0.9% | Reduced |
| EntryPoint Capital, LLC | 589 | $317.5K | 0.09% | +209+55.0% | Added |
| WBI Investments | 591 | $318.4K | 0.09% | +591 | New |
| Millington Securities, LLC | 591 | $318.4K | 0.09% | +591 | New |
| Net Worth Advisory Group | 596 | $321.2K | 0.07% | −67−10.1% | Reduced |
| Centiva Capital, LP | 597 | $321.8K | 0.01% | +242+68.2% | Added |
| Visionary Horizons, LLC | 598 | $322.4K | 0.16% | +598 | New |
| Connecticut Wealth Management, LLC | 599 | $322.9K | 0.01% | −12−2.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 600 | $323.4K | 0.13% | −500−45.5% | Reduced |
| Sava Infond d.o.o. | 600 | $323.4K | 0.05% | 00.0% | Unchanged |
| PCM Encore, LLC | 603 | $325.1K | 0.07% | +30+5.2% | Added |
| Ci Investments Inc. | 604 | $325.6K | 0.00% | +2+0.3% | Added |
| Driehaus Capital Management LLC | 608 | $327.7K | 0.00% | +608 | New |
| CenterBook Partners LP | 612 | $329.9K | 0.02% | +612 | New |
| Capula Management Ltd | 618 | $333.1K | 0.00% | +301+95.0% | Added |
| Gryphon Financial Partners LLC | 619 | $333.9K | 0.03% | +28+4.7% | Added |
| Meridian Wealth Management, LLC | 620 | $334.0K | 0.01% | −97−13.5% | Reduced |
| Simplex Trading, LLC | 620 | $334.2K | 0.01% | +319+106.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 621 | $334.7K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 626 | $337.6K | 0.01% | −14−2.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 621 | $338.3K | 0.01% | +621 | New |
| Prime Capital Investment Advisors, LLC | 631 | $340.0K | 0.00% | −1,202−65.6% | Reduced |
| BTG Pactual Asset Management US LLC | 644 | $347.1K | 0.03% | +644 | New |
| Mather Group, LLC. | 646 | $347.9K | 0.00% | −100−13.4% | Reduced |
| Guinness Asset Management LTD | 656 | $353.6K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 657 | $354.1K | 0.01% | −169−20.5% | Reduced |
| Ameritas Investment Partners, Inc. | 659 | $355.2K | 0.01% | −14−2.1% | Reduced |
| Potomac Fund Management Inc | 669 | $360.7K | 0.01% | +6+0.9% | Added |
| Massachusetts Financial Services Co | 673 | $362.8K | 0.00% | +7+1.1% | Added |
| Private Advisor Group, LLC | 674 | $363.4K | 0.00% | +118+21.2% | Added |
| ISAM Funds (UK) Ltd | 675 | $363.8K | 0.18% | +675 | New |
| Commerzbank Aktiengesellschaft | 679 | $366.0K | 0.01% | −25−3.6% | Reduced |
| Bridgefront Capital, LLC | 681 | $367.1K | 0.09% | −883−56.5% | Reduced |
| Ramirez Asset Management, Inc. | 686 | $369.8K | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 689 | $371.4K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 693 | $373.5K | 0.01% | −549−44.2% | Reduced |
| Scotia Capital Inc. | 696 | $375.1K | 0.00% | −248−26.3% | Reduced |
| Cigna Investments Inc | 699 | $377.0K | 0.06% | −12−1.7% | Reduced |
| ORG Wealth Partners, LLC | 707 | $381.1K | 0.08% | −155−18.0% | Reduced |
| Wealthspire Advisors, LLC | 714 | $385.1K | 0.00% | −390−35.3% | Reduced |
| Pensionmark Financial Group, LLC | 715 | $385.4K | 0.01% | −25−3.4% | Reduced |
| Perigon Wealth Management, LLC | 715 | $385.4K | 0.01% | −98−12.1% | Reduced |
| Leonteq Securities AG | 717 | $386.5K | 0.02% | −179−20.0% | Reduced |
| TownSquare Capital, LLC | 722 | $389.2K | 0.09% | −38−5.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 729 | $392.9K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 729 | $392.9K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 736 | $396.4K | 0.01% | −149−16.8% | Reduced |
| Resources Investment Advisors, LLC. | 739 | $398.3K | 0.00% | −224−23.3% | Reduced |
| Parallel Advisors, LLC | 740 | $399.2K | 0.01% | +12+1.6% | Added |
| TD Waterhouse Canada Inc. | 752 | $403.2K | 0.00% | +269+55.7% | Added |
| True North Advisors, LLC | 759 | $409.1K | 0.05% | +61+8.7% | Added |
| Sagespring Wealth Partners, LLC | 761 | $410.1K | 0.01% | +120+18.7% | Added |
| Premier Path Wealth Partners, LLC | 769 | $414.5K | 0.05% | +293+61.6% | Added |
| Leo Wealth, LLC | 770 | $415.0K | 0.03% | +770 | New |
| Icon Wealth Advisors, LLC | 696 | $416.2K | 0.03% | −4,135−85.6% | Reduced |
| Elk River Wealth Management, LLC | 773 | $416.7K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 788 | $424.7K | 0.03% | +104+15.2% | Added |