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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 2,676 | $1.44M | 0.07% | −7−0.3% | Reduced |
| Andra AP-fonden | 2,680 | $1.44M | 0.02% | −4,100−60.5% | Reduced |
| Equitable Holdings, Inc. | 2,536 | $1.45M | 0.01% | −49−1.9% | Reduced |
| Graham Capital Management, L.P. | 2,701 | $1.46M | 0.05% | +51+1.9% | Added |
| PFG Advisors | 2,703 | $1.46M | 0.07% | −182−6.3% | Reduced |
| Fisher Asset Management, LLC | 2,710 | $1.46M | 0.00% | −29−1.1% | Reduced |
| Summit Trail Advisors, LLC | 2,721 | $1.47M | 0.02% | +936+52.4% | Added |
| Sequoia Financial Advisors, LLC | 2,724 | $1.47M | 0.01% | −481−15.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,730 | $1.47M | 0.01% | +565+26.1% | Added |
| Sumitomo Life Insurance Co | 2,736 | $1.47M | 0.03% | −1,326−32.6% | Reduced |
| Capital International Investors | 2,768 | $1.49M | 0.00% | −30−1.1% | Reduced |
| Greenleaf Trust | 2,757 | $1.49M | 0.01% | −206−7.0% | Reduced |
| Mattern Capital Management, LLC | 2,764 | $1.49M | 0.18% | +2,764 | New |
| Saudi Central Bank | 2,773 | $1.49M | 0.03% | +2,773 | New |
| Diversified Trust Co | 2,774 | $1.50M | 0.03% | −622−18.3% | Reduced |
| EFG International AG | 2,800 | $1.51M | 0.03% | −2,265−44.7% | Reduced |
| Gibbs Wealth Management | 2,821 | $1.52M | 0.20% | −485−14.7% | Reduced |
| Brown Advisory Inc | 2,888 | $1.56M | 0.00% | −7,140−71.2% | Reduced |
| Janney Montgomery Scott LLC | 2,899 | $1.56M | 0.00% | +110+3.9% | Added |
| RSM US Wealth Management LLC | 2,945 | $1.59M | 0.02% | +301+11.4% | Added |
| Bokf, NA | 2,950 | $1.59M | 0.02% | −120−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,984 | $1.61M | 0.04% | −38−1.3% | Reduced |
| Oppenheimer & Co Inc | 2,984 | $1.61M | 0.02% | +2,472+482.8% | Added |
| GWM Advisors LLC | 2,994 | $1.61M | 0.01% | −431−12.6% | Reduced |
| Cumberland Partners Ltd | 3,000 | $1.62M | 0.12% | −3,750−55.6% | Reduced |
| Ritholtz Wealth Management | 3,009 | $1.62M | 0.03% | +162+5.7% | Added |
| MUFG Securities EMEA plc | 3,012 | $1.62M | 0.02% | −80,068−96.4% | Reduced |
| Strive Financial Group ,LLC | 3,048 | $1.64M | 0.87% | −201−6.2% | Reduced |
| Verdence Capital Advisors LLC | 3,071 | $1.66M | 0.10% | −64−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 3,102 | $1.67M | 0.00% | −676−17.9% | Reduced |
| Azzad Asset Management Inc | 3,179 | $1.71M | 0.17% | +21+0.7% | Added |
| Sivia Capital Partners, LLC | 3,217 | $1.73M | 0.34% | +2,301+251.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,249 | $1.75M | 0.08% | +43+1.3% | Added |
| Portside Wealth Group, LLC | 3,261 | $1.76M | 0.24% | −2,130−39.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,295 | $1.78M | 0.97% | +5+0.2% | Added |
| Stephens Inc | 3,309 | $1.78M | 0.02% | +302+10.0% | Added |
| ING Groep NV | 3,337 | $1.80M | 0.01% | +2,869+613.0% | Added |
| Abn Amro Investment Solutions | 3,346 | $1.80M | 0.02% | +433+14.9% | Added |
| Tudor Investment Corp Et Al | 3,348 | $1.80M | 0.01% | −8,258−71.2% | Reduced |
| Fiduciary Trust Co | 3,459 | $1.86M | 0.02% | −284−7.6% | Reduced |
| E. Ohman J:or Asset Management AB | 3,463 | $1.87M | 0.05% | +101+3.0% | Added |
| Davidson Kahn Capital Management, LLC | 3,487 | $1.88M | 1.00% | +477+15.8% | Added |
| New Mexico Educational Retirement Board | 3,500 | $1.89M | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,516 | $1.90M | 0.01% | −4,368−55.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,538 | $1.90M | 0.00% | −27−0.8% | Reduced |
| Toth Financial Advisory Corp | 3,537 | $1.91M | 0.21% | +238+7.2% | Added |
| Beacon Pointe Advisors, LLC | 3,551 | $1.91M | 0.01% | +2,257+174.4% | Added |
| Lido Advisors, LLC | 3,558 | $1.92M | 0.01% | +448+14.4% | Added |
| Capital Group Private Client Services, Inc. | 3,590 | $1.94M | 0.03% | −1,439−28.6% | Reduced |
| Maryland State Retirement & Pension System | 3,602 | $1.94M | 0.04% | 00.0% | Unchanged |
| Tema ETFs LLC | 3,606 | $1.94M | 0.13% | −936−20.6% | Reduced |
| Palumbo Wealth Management LLC | 3,607 | $1.94M | 0.47% | −833−18.8% | Reduced |
| Thrivent Financial for Lutherans | 3,638 | $1.96M | 0.00% | −3,120−46.2% | Reduced |
| Bitterroot Capital Advisors LLC | 3,681 | $1.98M | 1.20% | +3,681 | New |
| US Bancorp | 3,690 | $1.99M | 0.00% | −308−7.7% | Reduced |
| Apollon Wealth Management, LLC | 3,693 | $1.99M | 0.03% | +496+15.5% | Added |
| Shelton Capital Management | 3,698 | $1.99M | 0.04% | −33−0.9% | Reduced |
| Louisiana State Employees Retirement System | 3,700 | $1.99M | 0.03% | −100−2.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,730 | $2.01M | 0.01% | +656+21.3% | Added |
| Midway Capital Research & Management | 3,765 | $2.03M | 1.91% | +52+1.4% | Added |
| Plato Investment Management Ltd | 3,798 | $2.05M | 0.14% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 3,801 | $2.05M | 0.05% | +3,801 | New |
| First Citizens Bank & Trust Co | 3,822 | $2.06M | 0.04% | −856−18.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,828 | $2.06M | 0.01% | −1,094−22.2% | Reduced |
| Pacer Advisors, Inc. | 3,859 | $2.08M | 0.01% | −2,196−36.3% | Reduced |
| Osmosis Investment Management UK Ltd | 3,912 | $2.11M | 0.06% | −5,503−58.4% | Reduced |
| Pinebridge Investments LLC | 3,917 | $2.11M | 0.02% | +3,917 | New |
| MAI Capital Management | 3,933 | $2.12M | 0.01% | +223+6.0% | Added |
| Van Eck Associates Corp | 3,938 | $2.12M | 0.00% | +3,938 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,945 | $2.13M | 0.07% | +26+0.7% | Added |
| Fairtree Asset Management (Pty) Ltd | 3,997 | $2.15M | 0.99% | −1,377−25.6% | Reduced |
| Segment Wealth Management, LLC | 4,012 | $2.16M | 0.13% | −4−0.1% | Reduced |
| Alamar Capital Management, LLC | 4,116 | $2.22M | 1.36% | −279−6.3% | Reduced |
| Hartford Investment Management Co | 4,185 | $2.26M | 0.07% | −163−3.7% | Reduced |
| MV Capital Management, Inc. | 4,199 | $2.26M | 0.22% | +94+2.3% | Added |
| Norden Group LLC | 4,218 | $2.27M | 0.22% | −300−6.6% | Reduced |
| Jain Global LLC | 4,308 | $2.32M | 0.03% | +3,760+686.1% | Added |
| Sanctuary Advisors, LLC | 4,392 | $2.37M | 0.01% | −328−6.9% | Reduced |
| Ghe, LLC | 4,426 | $2.39M | 0.99% | −524−10.6% | Reduced |
| Mizuho Securities USA LLC | 4,442 | $2.39M | 0.06% | −1,029−18.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,450 | $2.40M | 0.05% | −5,168−53.7% | Reduced |
| Acadian Asset Management LLC | 4,477 | $2.41M | 0.00% | +265+6.3% | Added |
| WealthBridge Investment Counsel Inc. | 4,507 | $2.43M | 0.74% | −150−3.2% | Reduced |
| Norinchukin Bank, The | 4,556 | $2.46M | 0.03% | −97−2.1% | Reduced |
| Vanderbilt University | 4,558 | $2.46M | 0.47% | −5,028−52.5% | Reduced |
| Allianz SE | 4,575 | $2.47M | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,650 | $2.51M | 0.02% | −1,069−18.7% | Reduced |
| Freedom Day Solutions, LLC | 4,716 | $2.54M | 0.68% | −95−2.0% | Reduced |
| Horizon Investments, LLC | 4,736 | $2.55M | 0.03% | +1,379+41.1% | Added |
| Pictet Bank & Trust Ltd | 4,825 | $2.60M | 3.42% | −325−6.3% | Reduced |
| Value Partners Investments Inc. | 4,849 | $2.61M | 0.20% | +397+8.9% | Added |
| Illinois Municipal Retirement Fund | 4,930 | $2.66M | 0.03% | −1,421−22.4% | Reduced |
| Evelyn Partners Investment Management LLP | 4,961 | $2.67M | 0.07% | −199−3.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,021 | $2.71M | 0.03% | +1,075+27.2% | Added |
| Davenport & Co LLC | 5,051 | $2.72M | 0.02% | −542−9.7% | Reduced |
| Vident Advisory, LLC | 5,052 | $2.72M | 0.02% | +2,035+67.5% | Added |
| Oak Thistle LLC | 5,180 | $2.79M | 0.27% | +5,180 | New |
| Brinker Capital Investments, LLC | 5,204 | $2.80M | 0.02% | −1,729−24.9% | Reduced |
| Sterling Capital Management LLC | 5,220 | $2.81M | 0.05% | −3,455−39.8% | Reduced |
| HB Wealth Management, LLC | 5,262 | $2.84M | 0.02% | +758+16.8% | Added |