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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.

Institutional holdersQ1 2026: 1,068 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2026: $35.1B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2025.

Institutions holding MSCI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers & Merchants Investments Inc61$32.9K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC60$32.3K0.00%00.0%Unchanged
SHP Wealth Management58$31.3K0.00%−4−6.5%Reduced
Balyasny Asset Management LLC58$31.3K0.00%−1,066−94.8%Reduced
Spire Wealth Management54$29.1K0.00%−3,049−98.3%Reduced
JFS Wealth Advisors, LLC54$29.1K0.00%−12−18.2%Reduced
Bogart Wealth, LLC48$26.0K0.00%+9+23.1%Added
Pinnacle Bancorp, Inc.48$25.9K0.01%00.0%Unchanged
Wall Street Financial Group, Inc.46$24.8K0.01%+46New
Entrust Financial LLC44$23.7K0.02%+9+25.7%Added
Cornerstone Planning Group LLC40$22.8K0.00%+11+37.9%Added
Twin Peaks Wealth Advisors, LLC42$22.6K0.01%+42New
Financial Management Professionals, Inc.41$22.1K0.00%00.0%Unchanged
Kerr Financial Planning Corp37$22.0K0.03%+1+2.8%Added
Hoey Investments, Inc39$21.0K0.00%+39New
Trust Co of Toledo NA39$21.0K0.00%+1+2.6%Added
Ancora Advisors, LLC39$21.0K0.00%+9+30.0%Added
Princeton Global Asset Management LLC38$20.7K0.00%00.0%Unchanged
Rialto Wealth Management, LLC36$19.4K0.00%+2+5.9%Added
Transamerica Financial Advisors, Inc.34$18.4K0.00%+21+161.5%Added
SJS Investment Consulting Inc.34$18.3K0.00%+22+183.3%Added
First Command Advisory Services, Inc.34$18.3K0.00%+28+466.7%Added
MCF Advisors LLC32$17.2K0.00%+8+33.3%Added
ZRC Wealth Management, LLC32$17.2K0.01%+26+433.3%Added
MTM Investment Management, LLC32$17.2K0.01%00.0%Unchanged
Bell Investment Advisors, Inc30$16.2K0.00%−5−14.3%Reduced
Private Wealth Asset Management, LLC30$16.2K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.27$14.6K0.00%−4−12.9%Reduced
Rational Advisors LLC27$14.6K0.00%00.0%Unchanged
Manchester Capital Management LLC26$14.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC26$14.0K0.00%+7+36.8%Added
Midwest Capital Advisors, LLC26$14.0K0.01%00.0%Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust26$14.0K0.01%+26New
AdvisorNet Financial, Inc25$13.5K0.00%00.0%Unchanged
Heritage Wealth Advisors25$13.5K0.00%+13+108.3%Added
CoreCap Advisors, LLC24$12.9K0.00%−9−27.3%Reduced
Wealth Preservation Advisors, LLC24$12.9K0.01%+24New
Vanguard National Trust Co24$12.9K0.00%+24New
Arlington Trust Co LLC24$12.9K0.00%+24New
Salomon & Ludwin, LLC23$12.5K0.00%−9−28.1%Reduced
Anchor Investment Management, LLC23$12.4K0.00%−3−11.5%Reduced
United Financial Planning Group LLC22$11.9K0.01%+22New
Battery Global Advisors, LLC22$11.6K0.01%−1,060−98.0%Reduced
Fortitude Family Office, LLC21$11.3K0.00%+8+61.5%Added
Abound Wealth Management20$10.8K0.00%−1−4.8%Reduced
NBT Bank N A20$10.8K0.00%+20New
Community Financial Services Group, LLC20$10.7K0.00%+20New
Meramec Financial Planners, LLC18$10.2K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC18$9.70K0.01%−1,377−98.7%Reduced
Sound Income Strategies, LLC18$9.70K0.00%+14+350.0%Added
RWM Asset Management, LLC18$9.70K0.00%+18New
Asset Dedication, LLC17$9.16K0.00%−8−32.0%Reduced
St Germain D J Co Inc17$9.16K0.00%00.0%Unchanged
JNBA Financial Advisors16$8.63K0.00%+10+166.7%Added
Salem Investment Counselors Inc15$8.09K0.00%+15New
Pension & Wealth Management Advisors, Inc.15$8.09K0.00%−58−79.5%Reduced
Triumph Capital Management15$8.09K0.00%+8+114.3%Added
Quest 10 Wealth Builders, Inc.14$7.65K0.01%00.0%Unchanged
Highline Wealth Partners LLC14$7.58K0.00%+5+55.6%Added
First Pacific Financial14$7.55K0.00%+4+40.0%Added
Webster Bank, N. A.14$7.55K0.00%00.0%Unchanged
Truvestments Capital LLC14$7.55K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC14$7.55K0.00%+7+100.0%Added
Ares Financial Consulting, LLC14$7.52K0.01%00.0%Unchanged
Signature Equity Partners, LLC13$7.11K0.00%−9−40.9%Reduced
Atlantic Trust, LLC13$7.01K0.00%−12−48.0%Reduced
Sachetta, LLC13$7.01K0.00%+2+18.2%Added
Frazier Financial Advisors, LLC13$7.01K0.00%+13New
Meeder Asset Management Inc13$7.01K0.00%−6−31.6%Reduced
Key Financial Inc13$7.01K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$7.01K0.00%+6+85.7%Added
Joseph Group Capital Management13$7.01K0.00%+13New
Harvest Fund Management Co., Ltd13$7.00K0.00%−40−75.5%Reduced
Avion Wealth14$7.00K0.00%−1−6.7%Reduced
Crewe Advisors LLC12$6.47K0.00%−3−20.0%Reduced
Clear Street Markets LLC12$6.47K0.00%−204−94.4%Reduced
Kings Path Partners LLC12$6.47K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC12$6.47K0.00%+4+50.0%Added
Wilkerson Advisory Group LLC12$6.47K0.00%+10+500.0%Added
Richardson Capital Management LLC12$6.47K0.00%+12New
GHP Investment Advisors, Inc.11$5.95K0.00%+11New
Kilter Group LLC11$5.93K0.00%00.0%Unchanged
South State Corp.11$5.93K0.00%+2+22.2%Added
Delta Asset Management LLC11$5.93K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A11$5.93K0.00%00.0%Unchanged
Eukles Asset Management11$5.93K0.00%00.0%Unchanged
UMA Financial Services, Inc.10$5.39K0.00%+4+66.7%Added
Avalon Trust Co10$5.39K0.00%+10New
Cornerstone Financial Management LLC10$5.39K0.00%+3+42.9%Added
North Star Investment Management Corp.10$5.39K0.00%+4+66.7%Added
Golden State Equity Partners10$5.39K0.00%+10New
TD Capital Management LLC9$4.88K0.00%−15−62.5%Reduced
Caitlin John, LLC9$4.87K0.00%00.0%Unchanged
Albion Financial Group9$4.85K0.00%00.0%Unchanged
Cheviot Value Management, LLC9$4.85K0.00%00.0%Unchanged
Pier Capital, LLC9$4.85K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.9$4.85K0.00%+5+125.0%Added
NVWM, LLC8$4.31K0.00%−2,562−99.7%Reduced
Elevated Capital Advisors, LLC8$4.31K0.00%00.0%Unchanged
Ameriflex Group, Inc.8$4.31K0.00%00.0%Unchanged