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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 1,405 | $757.3K | 0.25% | −1,531−52.1% | Reduced |
| Vise Technologies, Inc. | 1,323 | $759.3K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,416 | $763.5K | 0.02% | +15+1.1% | Added |
| Meeder Advisory Services, Inc. | 1,422 | $766.4K | 0.03% | −234−14.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,423 | $767.0K | 0.00% | −71−4.8% | Reduced |
| R Squared Ltd | 1,429 | $770.2K | 0.42% | +679+90.5% | Added |
| Allworth Financial LP | 1,431 | $771.4K | 0.00% | +357+33.2% | Added |
| Vestcor Inc | 1,451 | $782.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,452 | $782.6K | 0.01% | −21−1.4% | Reduced |
| Coldstream Capital Management Inc | 1,458 | $785.9K | 0.01% | −46−3.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,461 | $787.3K | 0.01% | −19−1.3% | Reduced |
| Natural Investments, LLC | 1,464 | $789.0K | 0.19% | +1,464 | New |
| Intellectus Partners, LLC | 1,468 | $791.5K | 0.16% | −49−3.2% | Reduced |
| Neo Ivy Capital Management | 1,482 | $798.8K | 0.21% | −3,230−68.5% | Reduced |
| Jump Financial, LLC | 1,497 | $806.9K | 0.01% | −138−8.4% | Reduced |
| SFMG, LLC | 1,499 | $808.0K | 0.06% | +26+1.8% | Added |
| SRS Capital Advisors, Inc. | 1,499 | $811.1K | 0.02% | +581+63.3% | Added |
| Canandaigua National Corp | 1,506 | $811.7K | 0.07% | +1,506 | New |
| Pallas Capital Advisors LLC | 1,506 | $812.0K | 0.03% | −140−8.5% | Reduced |
| Snowden Capital Advisors LLC | 1,512 | $815.0K | 0.02% | −262−14.8% | Reduced |
| Advisory Advocates, LLC | 1,525 | $821.8K | 0.84% | +9+0.6% | Added |
| Hantz Financial Services, Inc. | 1,533 | $826.0K | 0.01% | −23,341−93.8% | Reduced |
| King Luther Capital Management Corp | 1,537 | $828.5K | 0.00% | −18−1.2% | Reduced |
| Groupama Asset Managment | 1,558 | $839.8K | 0.01% | −344−18.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,580 | $850.0K | 0.01% | −699−30.7% | Reduced |
| Quadrant Capital Group LLC | 1,597 | $860.8K | 0.03% | −471−22.8% | Reduced |
| Park Avenue Securities LLC | 1,597 | $861.0K | 0.01% | +44+2.8% | Added |
| Benin Management CORP | 1,598 | $861.3K | 0.19% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,600 | $862.4K | 0.15% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,606 | $865.4K | 0.01% | +589+57.9% | Added |
| Farringdon Capital, Ltd. | 1,619 | $872.7K | 0.19% | −1,902−54.0% | Reduced |
| Ballentine Partners, LLC | 1,632 | $879.7K | 0.01% | −44−2.6% | Reduced |
| Donaldson Capital Management, LLC | 1,641 | $884.5K | 0.03% | −233−12.4% | Reduced |
| Wellington Grp LLC | 1,647 | $887.7K | 0.27% | +182+12.4% | Added |
| Gen-Wealth Partners Inc | 1,687 | $909.2K | 0.29% | −143−7.8% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,688 | $909.8K | 0.04% | +1,688 | New |
| Brown Brothers Harriman & Co | 1,720 | $927.1K | 0.00% | +761+79.4% | Added |
| Stableford Capital II LLC | 1,733 | $934.1K | 0.35% | +5+0.3% | Added |
| Three Seasons Wealth, LLC | 1,736 | $935.7K | 0.36% | −143−7.6% | Reduced |
| Syon Capital LLC | 1,737 | $936.3K | 0.05% | +426+32.5% | Added |
| Personal Cfo Solutions, LLC | 1,744 | $939.8K | 0.13% | −279−13.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,746 | $941.2K | 0.10% | +19+1.1% | Added |
| Landscape Capital Management, L.L.C. | 1,768 | $953.0K | 0.06% | −820−31.7% | Reduced |
| QRG Capital Management, Inc. | 1,774 | $956.1K | 0.01% | −226−11.3% | Reduced |
| Summit Financial, LLC | 1,778 | $958.4K | 0.01% | +1,394+363.0% | Added |
| Everence Capital Management Inc | 1,797 | $969.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,811 | $976.1K | 0.02% | −89−4.7% | Reduced |
| Copeland Capital Management, LLC | 1,829 | $986.3K | 0.02% | −21,912−92.3% | Reduced |
| BDF-Gestion | 1,865 | $1.01M | 0.13% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,907 | $1.03M | 0.12% | +23+1.2% | Added |
| Nomura Holdings Inc | 1,918 | $1.03M | 0.01% | −37−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 1,920 | $1.03M | 0.07% | −4−0.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,928 | $1.04M | 0.04% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,930 | $1.04M | 0.13% | +33+1.7% | Added |
| Brighton Jones LLC | 1,944 | $1.05M | 0.02% | +1,944 | New |
| Hillsdale Investment Management Inc. | 1,950 | $1.05M | 0.03% | +1,950 | New |
| St. Louis Trust Co | 1,961 | $1.06M | 0.12% | +397+25.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,979 | $1.07M | 0.07% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 2,000 | $1.08M | 0.53% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 2,048 | $1.09M | 0.16% | +179+9.6% | Added |
| MUFG Securities Americas Inc. | 2,033 | $1.10M | 0.07% | +9+0.4% | Added |
| Securian Asset Management, Inc | 2,043 | $1.10M | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,049 | $1.10M | 0.08% | −40−1.9% | Reduced |
| Voleon Capital Management LP | 2,052 | $1.11M | 0.02% | −3,932−65.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,085 | $1.12M | 0.04% | +2,085 | New |
| Dakota Wealth Management | 2,102 | $1.13M | 0.02% | −31−1.5% | Reduced |
| North Dakota State Investment Board | 2,104 | $1.13M | 0.05% | −473−18.4% | Reduced |
| Metis Global Partners, LLC | 2,110 | $1.14M | 0.03% | −298−12.4% | Reduced |
| Lincoln Capital LLC | 2,118 | $1.14M | 0.22% | −384−15.3% | Reduced |
| Change Path, LLC | 2,141 | $1.15M | 0.03% | +10+0.5% | Added |
| Keybank National Association | 2,148 | $1.16M | 0.00% | +107+5.2% | Added |
| EP Wealth Advisors, LLC | 2,152 | $1.16M | 0.01% | +97+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,155 | $1.16M | 0.00% | −254−10.5% | Reduced |
| Boreal Capital Management LLC | 2,225 | $1.20M | 1.04% | +363+19.5% | Added |
| Laird Norton Trust Company, LLC | 2,245 | $1.21M | 0.03% | −144−6.0% | Reduced |
| Transcend Wealth Collective, LLC | 2,268 | $1.22M | 0.10% | +658+40.9% | Added |
| Midwest Trust Co | 2,278 | $1.23M | 0.02% | −132−5.5% | Reduced |
| Assetmark, Inc | 2,304 | $1.24M | 0.00% | +80+3.6% | Added |
| NewEdge Wealth, LLC | 2,309 | $1.24M | 0.01% | −1,445−38.5% | Reduced |
| Waterway Wealth Management, LLC | 2,321 | $1.25M | 0.28% | +2,321 | New |
| CAPROCK Group, Inc. | 2,350 | $1.27M | 0.03% | −508−17.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,352 | $1.27M | 0.02% | −49−2.0% | Reduced |
| Dynasty Wealth Management, LLC | 2,357 | $1.27M | 0.01% | +31+1.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,400 | $1.28M | 0.05% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,378 | $1.28M | 0.07% | +558+30.7% | Added |
| Diversify Wealth Management, LLC | 2,159 | $1.29M | 0.02% | +750+53.2% | Added |
| Accurate Wealth Management, LLC | 2,434 | $1.31M | 0.16% | +2,434 | New |
| Malaga Cove Capital, LLC | 2,429 | $1.31M | 0.47% | +79+3.4% | Added |
| Cabot Wealth Management Inc | 2,478 | $1.34M | 0.15% | −194−7.3% | Reduced |
| Buckingham Strategic Partners | 2,481 | $1.34M | 0.01% | +932+60.2% | Added |
| K.J. Harrison & Partners Inc | 2,484 | $1.34M | 0.22% | −3,000−54.7% | Reduced |
| Fox Run Management, L.L.C. | 2,555 | $1.36M | 0.24% | −1,557−37.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,523 | $1.36M | 0.01% | −2,155−46.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,527 | $1.36M | 1.17% | +62+2.5% | Added |
| Bennett Selby Investments LP | 2,555 | $1.38M | 0.48% | +10+0.4% | Added |
| Fidelis Capital Partners, LLC | 2,564 | $1.38M | 0.10% | +1,379+116.4% | Added |
| Third View Private Wealth, LLC | 2,569 | $1.38M | 0.19% | +361+16.3% | Added |
| Capital Investment Advisory Services, LLC | 2,607 | $1.41M | 0.10% | +40+1.6% | Added |
| Skopos Labs, Inc. | 2,615 | $1.41M | 0.04% | −20−0.8% | Reduced |
| Jefferies Financial Group Inc. | 2,651 | $1.43M | 0.02% | +1,691+176.1% | Added |