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 |
|---|---|---|---|---|---|
| MAI Capital Management | 3,933 | $2.12M | 0.01% | +223+6.0% | Added |
| Pinebridge Investments LLC | 3,917 | $2.11M | 0.02% | +3,917 | New |
| Osmosis Investment Management UK Ltd | 3,912 | $2.11M | 0.06% | −5,503−58.4% | Reduced |
| Pacer Advisors, Inc. | 3,859 | $2.08M | 0.01% | −2,196−36.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,828 | $2.06M | 0.01% | −1,094−22.2% | Reduced |
| First Citizens Bank & Trust Co | 3,822 | $2.06M | 0.04% | −856−18.3% | Reduced |
| Polar Asset Management Partners Inc. | 3,801 | $2.05M | 0.05% | +3,801 | New |
| Plato Investment Management Ltd | 3,798 | $2.05M | 0.14% | 00.0% | Unchanged |
| Midway Capital Research & Management | 3,765 | $2.03M | 1.91% | +52+1.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,730 | $2.01M | 0.01% | +656+21.3% | Added |
| Louisiana State Employees Retirement System | 3,700 | $1.99M | 0.03% | −100−2.6% | Reduced |
| Shelton Capital Management | 3,698 | $1.99M | 0.04% | −33−0.9% | Reduced |
| Apollon Wealth Management, LLC | 3,693 | $1.99M | 0.03% | +496+15.5% | Added |
| US Bancorp | 3,690 | $1.99M | 0.00% | −308−7.7% | Reduced |
| Bitterroot Capital Advisors LLC | 3,681 | $1.98M | 1.20% | +3,681 | New |
| Thrivent Financial for Lutherans | 3,638 | $1.96M | 0.00% | −3,120−46.2% | Reduced |
| Palumbo Wealth Management LLC | 3,607 | $1.94M | 0.47% | −833−18.8% | Reduced |
| Tema ETFs LLC | 3,606 | $1.94M | 0.13% | −936−20.6% | Reduced |
| Maryland State Retirement & Pension System | 3,602 | $1.94M | 0.04% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 3,590 | $1.94M | 0.03% | −1,439−28.6% | Reduced |
| Lido Advisors, LLC | 3,558 | $1.92M | 0.01% | +448+14.4% | Added |
| Beacon Pointe Advisors, LLC | 3,551 | $1.91M | 0.01% | +2,257+174.4% | Added |
| Toth Financial Advisory Corp | 3,537 | $1.91M | 0.21% | +238+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,538 | $1.90M | 0.00% | −27−0.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,516 | $1.90M | 0.01% | −4,368−55.4% | Reduced |
| New Mexico Educational Retirement Board | 3,500 | $1.89M | 0.06% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 3,487 | $1.88M | 1.00% | +477+15.8% | Added |
| E. Ohman J:or Asset Management AB | 3,463 | $1.87M | 0.05% | +101+3.0% | Added |
| Fiduciary Trust Co | 3,459 | $1.86M | 0.02% | −284−7.6% | Reduced |
| Tudor Investment Corp Et Al | 3,348 | $1.80M | 0.01% | −8,258−71.2% | Reduced |
| Abn Amro Investment Solutions | 3,346 | $1.80M | 0.02% | +433+14.9% | Added |
| ING Groep NV | 3,337 | $1.80M | 0.01% | +2,869+613.0% | Added |
| Stephens Inc | 3,309 | $1.78M | 0.02% | +302+10.0% | Added |
| Trivant Custom Portfolio Group, LLC | 3,295 | $1.78M | 0.97% | +5+0.2% | Added |
| Portside Wealth Group, LLC | 3,261 | $1.76M | 0.24% | −2,130−39.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 3,249 | $1.75M | 0.08% | +43+1.3% | Added |
| Sivia Capital Partners, LLC | 3,217 | $1.73M | 0.34% | +2,301+251.2% | Added |
| Azzad Asset Management Inc | 3,179 | $1.71M | 0.17% | +21+0.7% | Added |
| Commonwealth Equity Services, LLC | 3,102 | $1.67M | 0.00% | −676−17.9% | Reduced |
| Verdence Capital Advisors LLC | 3,071 | $1.66M | 0.10% | −64−2.0% | Reduced |
| Strive Financial Group ,LLC | 3,048 | $1.64M | 0.87% | −201−6.2% | Reduced |
| MUFG Securities EMEA plc | 3,012 | $1.62M | 0.02% | −80,068−96.4% | Reduced |
| Ritholtz Wealth Management | 3,009 | $1.62M | 0.03% | +162+5.7% | Added |
| Cumberland Partners Ltd | 3,000 | $1.62M | 0.12% | −3,750−55.6% | Reduced |
| GWM Advisors LLC | 2,994 | $1.61M | 0.01% | −431−12.6% | 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 |
| Bokf, NA | 2,950 | $1.59M | 0.02% | −120−3.9% | Reduced |
| RSM US Wealth Management LLC | 2,945 | $1.59M | 0.02% | +301+11.4% | Added |
| Janney Montgomery Scott LLC | 2,899 | $1.56M | 0.00% | +110+3.9% | Added |
| Brown Advisory Inc | 2,888 | $1.56M | 0.00% | −7,140−71.2% | Reduced |
| Gibbs Wealth Management | 2,821 | $1.52M | 0.20% | −485−14.7% | Reduced |
| EFG International AG | 2,800 | $1.51M | 0.03% | −2,265−44.7% | Reduced |
| Diversified Trust Co | 2,774 | $1.50M | 0.03% | −622−18.3% | Reduced |
| Saudi Central Bank | 2,773 | $1.49M | 0.03% | +2,773 | New |
| Mattern Capital Management, LLC | 2,764 | $1.49M | 0.18% | +2,764 | New |
| Greenleaf Trust | 2,757 | $1.49M | 0.01% | −206−7.0% | Reduced |
| Capital International Investors | 2,768 | $1.49M | 0.00% | −30−1.1% | Reduced |
| Sumitomo Life Insurance Co | 2,736 | $1.47M | 0.03% | −1,326−32.6% | Reduced |
| Exchange Traded Concepts, LLC | 2,730 | $1.47M | 0.01% | +565+26.1% | Added |
| Sequoia Financial Advisors, LLC | 2,724 | $1.47M | 0.01% | −481−15.0% | Reduced |
| Summit Trail Advisors, LLC | 2,721 | $1.47M | 0.02% | +936+52.4% | Added |
| Fisher Asset Management, LLC | 2,710 | $1.46M | 0.00% | −29−1.1% | Reduced |
| PFG Advisors | 2,703 | $1.46M | 0.07% | −182−6.3% | Reduced |
| Graham Capital Management, L.P. | 2,701 | $1.46M | 0.05% | +51+1.9% | Added |
| Equitable Holdings, Inc. | 2,536 | $1.45M | 0.01% | −49−1.9% | Reduced |
| Andra AP-fonden | 2,680 | $1.44M | 0.02% | −4,100−60.5% | Reduced |
| Empirical Finance, LLC | 2,676 | $1.44M | 0.07% | −7−0.3% | Reduced |
| Jefferies Financial Group Inc. | 2,651 | $1.43M | 0.02% | +1,691+176.1% | Added |
| Skopos Labs, Inc. | 2,615 | $1.41M | 0.04% | −20−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 2,607 | $1.41M | 0.10% | +40+1.6% | Added |
| Third View Private Wealth, LLC | 2,569 | $1.38M | 0.19% | +361+16.3% | Added |
| Fidelis Capital Partners, LLC | 2,564 | $1.38M | 0.10% | +1,379+116.4% | Added |
| Bennett Selby Investments LP | 2,555 | $1.38M | 0.48% | +10+0.4% | Added |
| DB Fitzpatrick & Co, Inc | 2,527 | $1.36M | 1.17% | +62+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,523 | $1.36M | 0.01% | −2,155−46.1% | Reduced |
| Fox Run Management, L.L.C. | 2,555 | $1.36M | 0.24% | −1,557−37.9% | Reduced |
| K.J. Harrison & Partners Inc | 2,484 | $1.34M | 0.22% | −3,000−54.7% | Reduced |
| Buckingham Strategic Partners | 2,481 | $1.34M | 0.01% | +932+60.2% | Added |
| Cabot Wealth Management Inc | 2,478 | $1.34M | 0.15% | −194−7.3% | Reduced |
| Malaga Cove Capital, LLC | 2,429 | $1.31M | 0.47% | +79+3.4% | Added |
| Accurate Wealth Management, LLC | 2,434 | $1.31M | 0.16% | +2,434 | New |
| Diversify Wealth Management, LLC | 2,159 | $1.29M | 0.02% | +750+53.2% | Added |
| Ostrum Asset Management | 2,378 | $1.28M | 0.07% | +558+30.7% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,400 | $1.28M | 0.05% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,357 | $1.27M | 0.01% | +31+1.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,352 | $1.27M | 0.02% | −49−2.0% | Reduced |
| CAPROCK Group, Inc. | 2,350 | $1.27M | 0.03% | −508−17.8% | Reduced |
| Waterway Wealth Management, LLC | 2,321 | $1.25M | 0.28% | +2,321 | New |
| NewEdge Wealth, LLC | 2,309 | $1.24M | 0.01% | −1,445−38.5% | Reduced |
| Assetmark, Inc | 2,304 | $1.24M | 0.00% | +80+3.6% | Added |
| Midwest Trust Co | 2,278 | $1.23M | 0.02% | −132−5.5% | Reduced |
| Transcend Wealth Collective, LLC | 2,268 | $1.22M | 0.10% | +658+40.9% | Added |
| Laird Norton Trust Company, LLC | 2,245 | $1.21M | 0.03% | −144−6.0% | Reduced |
| Boreal Capital Management LLC | 2,225 | $1.20M | 1.04% | +363+19.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,155 | $1.16M | 0.00% | −254−10.5% | Reduced |
| EP Wealth Advisors, LLC | 2,152 | $1.16M | 0.01% | +97+4.7% | Added |
| Keybank National Association | 2,148 | $1.16M | 0.00% | +107+5.2% | Added |
| Change Path, LLC | 2,141 | $1.15M | 0.03% | +10+0.5% | Added |
| Lincoln Capital LLC | 2,118 | $1.14M | 0.22% | −384−15.3% | Reduced |