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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 794 | $428.0K | 0.05% | +128+19.2% | Added |
| DRW Securities, LLC | 795 | $428.5K | 0.02% | −390−32.9% | Reduced |
| Gsa Capital Partners LLP | 802 | $432.0K | 0.03% | +802 | New |
| Boit C F David | 810 | $436.6K | 0.19% | 00.0% | Unchanged |
| Krilogy Financial LLC | 774 | $437.2K | 0.01% | +246+46.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 814 | $438.8K | 0.00% | +143+21.3% | Added |
| Employees Retirement System of Texas | 815 | $439.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 826 | $445.4K | 0.11% | −155−15.8% | Reduced |
| OneAscent Investment Solutions LLC | 829 | $446.8K | 0.45% | +389+88.4% | Added |
| AdvisorShares Investments LLC | 830 | $447.4K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 830 | $447.4K | 0.00% | +60+7.8% | Added |
| Reflection Asset Management | 843 | $454.4K | 0.28% | −429−33.7% | Reduced |
| Ellevest, Inc. | 854 | $460.3K | 0.06% | −152−15.1% | Reduced |
| Aaron Wealth Advisors | 858 | $462.5K | 0.03% | +160+22.9% | Added |
| Lighthouse Investment Partners, LLC | 859 | $463.0K | 0.02% | +859 | New |
| Ascent Wealth Partners, LLC | 862 | $464.6K | 0.05% | −12,147−93.4% | Reduced |
| Trust Asset Management LLC | 870 | $468.9K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 879 | $473.8K | 0.00% | +539+158.5% | Added |
| Birch Financial Group, LLC | 891 | $480.2K | 0.28% | −184−17.1% | Reduced |
| Journey Strategic Wealth LLC | 892 | $480.7K | 0.01% | +274+44.3% | Added |
| AlphaGrep UK Ltd | 894 | $481.9K | 0.14% | −208−18.9% | Reduced |
| Waddell & Associates, LLC | 897 | $483.5K | 0.03% | +68+8.2% | Added |
| Boothbay Fund Management, LLC | 898 | $484.0K | 0.01% | +898 | New |
| Guggenheim Capital LLC | 915 | $493.2K | 0.00% | −302−24.8% | Reduced |
| Hamilton Capital Partners Inc. | 918 | $494.8K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 922 | $497.1K | 0.00% | −695−43.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 929 | $500.7K | 0.02% | +239+34.6% | Added |
| Farther Finance Advisors, LLC | 941 | $505.4K | 0.00% | +2+0.2% | Added |
| Salvus Wealth Management, LLC | 939 | $506.1K | 0.29% | +35+3.9% | Added |
| Unified Investment Management | 940 | $506.4K | 0.52% | −179−16.0% | Reduced |
| LVW Advisors, LLC | 945 | $509.4K | 0.05% | −799−45.8% | Reduced |
| Wellspring Financial Advisors, LLC | 955 | $514.8K | 0.04% | −12−1.2% | Reduced |
| Cresset Asset Management, LLC | 960 | $517.6K | 0.00% | −107−10.0% | Reduced |
| Blair William & Co | 964 | $519.7K | 0.00% | +424+78.5% | Added |
| Advisory Services Network, LLC | 965 | $520.3K | 0.01% | +355+58.2% | Added |
| Evercore Wealth Management, LLC | 969 | $522.3K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 980 | $528.2K | 0.02% | +270+38.0% | Added |
| Crestwood Advisors Group LLC | 981 | $528.7K | 0.01% | +346+54.5% | Added |
| Alliance Wealth Advisors, LLC | 981 | $528.8K | 0.11% | −838−46.1% | Reduced |
| GWN Securities Inc. | 982 | $529.8K | 0.10% | +187+23.5% | Added |
| Smartleaf Asset Management LLC | 1,010 | $537.3K | 0.02% | +49+5.1% | Added |
| Birinyi Associates Inc | 1,000 | $539.0K | 0.15% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,000 | $539.0K | 0.04% | −687−40.7% | Reduced |
| Harbor Advisors LLC | 1,000 | $539.0K | 0.08% | 00.0% | Unchanged |
| Ebert Capital Management Inc. | 1,003 | $540.6K | 0.55% | −26−2.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,008 | $543.3K | 0.01% | −2−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,010 | $544.4K | 0.10% | −130−11.4% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,013 | $546.0K | 0.03% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,021 | $550.3K | 0.23% | +1,021 | New |
| Natixis | 1,042 | $561.6K | 0.00% | −1,097−51.3% | Reduced |
| NBC Securities, Inc. | 1,047 | $564.3K | 0.04% | −20−1.9% | Reduced |
| D.A. Davidson & Co. | 1,053 | $567.8K | 0.00% | −70−6.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,056 | $569.4K | 0.01% | −987−48.3% | Reduced |
| Stanley-Laman Group, Ltd. | 1,058 | $570.3K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,065 | $574.0K | 0.03% | −19−1.8% | Reduced |
| GAMMA Investing LLC | 1,071 | $577.3K | 0.03% | −129−10.8% | Reduced |
| Alken Asset Management Ltd. | 1,100 | $585.0K | 1.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,087 | $585.9K | 0.00% | +13+1.2% | Added |
| Ascent Group, LLC | 1,088 | $586.6K | 0.02% | +292+36.7% | Added |
| XTX Topco Ltd | 1,096 | $590.8K | 0.01% | −1,595−59.3% | Reduced |
| Evolve Private Wealth, LLC | 1,097 | $591.3K | 0.03% | +367+50.3% | Added |
| Union Bancaire Privee, UBP SA | 1,139 | $596.2K | 0.01% | −734−39.2% | Reduced |
| Gilbert & Cook, Inc. | 1,110 | $598.3K | 0.08% | +41+3.8% | Added |
| Grove Bank & Trust | 1,121 | $604.2K | 0.07% | −828−42.5% | Reduced |
| Hallmark Capital Management Inc | 1,129 | $608.5K | 0.04% | −16−1.4% | Reduced |
| Crestmont Private Wealth LLC | 1,133 | $610.7K | 0.19% | +93+8.9% | Added |
| Stevens Capital Management LP | 1,172 | $632.0K | 0.10% | +534+83.7% | Added |
| TCW Group Inc | 1,175 | $633.3K | 0.00% | +32+2.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,180 | $636.0K | 0.01% | −51,079−97.7% | Reduced |
| Principal Securities, Inc. | 1,181 | $636.8K | 0.01% | −1,082−47.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,183 | $637.9K | 0.02% | +249+26.7% | Added |
| BAM Wealth Management, LLC | 1,191 | $642.0K | 0.48% | −67−5.3% | Reduced |
| Kathmere Capital Management, LLC | 1,197 | $645.2K | 0.04% | +323+37.0% | Added |
| Pinnacle Associates Ltd | 1,200 | $646.8K | 0.01% | −180−13.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $646.8K | 0.11% | +40+3.4% | Added |
| Itau Unibanco Holding S.A. | 1,200 | $646.8K | 0.02% | +1,200 | New |
| Signaturefd, LLC | 1,218 | $656.3K | 0.01% | −22−1.8% | Reduced |
| Hardworking Capital Advisors, LLC | 1,220 | $657.7K | 0.62% | +23+1.9% | Added |
| Cypress Asset Management Inc | 1,232 | $664.1K | 0.15% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 1,239 | $667.8K | 0.18% | +1,239 | New |
| Fortune Financial Group, Inc. | 1,241 | $668.9K | 0.60% | −11−0.9% | Reduced |
| Atomi Financial Group, Inc. | 1,246 | $671.6K | 0.02% | −181−12.7% | Reduced |
| Savvy Advisors, Inc. | 1,269 | $684.0K | 0.02% | +398+45.7% | Added |
| Citizens Financial Group Inc | 1,269 | $684.1K | 0.01% | −191−13.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,285 | $692.6K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,264 | $703.7K | 0.02% | −81−6.0% | Reduced |
| RB Capital Management, LLC | 1,310 | $706.1K | 0.15% | −16−1.2% | Reduced |
| Evergreen Capital Management LLC | 1,310 | $706.1K | 0.02% | +836+176.4% | Added |
| SBI Securities Co., Ltd. | 1,315 | $708.8K | 0.02% | +22+1.7% | Added |
| Clearstead Advisors, LLC | 1,324 | $713.5K | 0.01% | +533+67.4% | Added |
| Moody Lynn & Lieberson, LLC | 1,330 | $716.9K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,338 | $722.0K | 0.01% | −11−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,192 | $724.8K | 0.02% | +566+90.4% | Added |
| Aviso Financial Inc. | 1,345 | $725.0K | 0.03% | +501+59.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,350 | $727.7K | 0.04% | −4,583−77.2% | Reduced |
| Liberty Wealth Management LLC | 1,362 | $734.2K | 0.09% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 1,367 | $737.1K | 0.29% | +83+6.5% | Added |
| Signet Financial Management, LLC | 1,380 | $744.1K | 0.08% | 00.0% | Unchanged |
| MidFirst Bank | 1,402 | $755.7K | 0.06% | +2+0.1% | Added |
| Harbor Capital Advisors, Inc. | 1,403 | $756.0K | 0.06% | −307−18.0% | Reduced |