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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 2,110 | $1.14M | 0.03% | −298−12.4% | Reduced |
| North Dakota State Investment Board | 2,104 | $1.13M | 0.05% | −473−18.4% | Reduced |
| Dakota Wealth Management | 2,102 | $1.13M | 0.02% | −31−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,085 | $1.12M | 0.04% | +2,085 | New |
| Voleon Capital Management LP | 2,052 | $1.11M | 0.02% | −3,932−65.7% | Reduced |
| ProVise Management Group, LLC | 2,049 | $1.10M | 0.08% | −40−1.9% | Reduced |
| Securian Asset Management, Inc | 2,043 | $1.10M | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,033 | $1.10M | 0.07% | +9+0.4% | Added |
| Fulcrum Asset Management LLP | 2,048 | $1.09M | 0.16% | +179+9.6% | Added |
| Limestone Investment Advisors LP | 2,000 | $1.08M | 0.53% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,979 | $1.07M | 0.07% | 00.0% | Unchanged |
| St. Louis Trust Co | 1,961 | $1.06M | 0.12% | +397+25.4% | Added |
| Hillsdale Investment Management Inc. | 1,950 | $1.05M | 0.03% | +1,950 | New |
| Brighton Jones LLC | 1,944 | $1.05M | 0.02% | +1,944 | New |
| Redwood Investment Management, LLC | 1,930 | $1.04M | 0.13% | +33+1.7% | Added |
| Canada Post Corp Registered Pension Plan | 1,928 | $1.04M | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,920 | $1.03M | 0.07% | −4−0.2% | Reduced |
| Nomura Holdings Inc | 1,918 | $1.03M | 0.01% | −37−1.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 1,907 | $1.03M | 0.12% | +23+1.2% | Added |
| BDF-Gestion | 1,865 | $1.01M | 0.13% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,829 | $986.3K | 0.02% | −21,912−92.3% | Reduced |
| Atlantic Union Bankshares Corp | 1,811 | $976.1K | 0.02% | −89−4.7% | Reduced |
| Everence Capital Management Inc | 1,797 | $969.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,778 | $958.4K | 0.01% | +1,394+363.0% | Added |
| QRG Capital Management, Inc. | 1,774 | $956.1K | 0.01% | −226−11.3% | Reduced |
| Landscape Capital Management, L.L.C. | 1,768 | $953.0K | 0.06% | −820−31.7% | Reduced |
| Institute for Wealth Management, LLC. | 1,746 | $941.2K | 0.10% | +19+1.1% | Added |
| Personal Cfo Solutions, LLC | 1,744 | $939.8K | 0.13% | −279−13.8% | Reduced |
| Syon Capital LLC | 1,737 | $936.3K | 0.05% | +426+32.5% | Added |
| Three Seasons Wealth, LLC | 1,736 | $935.7K | 0.36% | −143−7.6% | Reduced |
| Stableford Capital II LLC | 1,733 | $934.1K | 0.35% | +5+0.3% | Added |
| Brown Brothers Harriman & Co | 1,720 | $927.1K | 0.00% | +761+79.4% | Added |
| Advocacy Wealth Management Services, LLC | 1,688 | $909.8K | 0.04% | +1,688 | New |
| Gen-Wealth Partners Inc | 1,687 | $909.2K | 0.29% | −143−7.8% | Reduced |
| Wellington Grp LLC | 1,647 | $887.7K | 0.27% | +182+12.4% | Added |
| Donaldson Capital Management, LLC | 1,641 | $884.5K | 0.03% | −233−12.4% | Reduced |
| Ballentine Partners, LLC | 1,632 | $879.7K | 0.01% | −44−2.6% | Reduced |
| Farringdon Capital, Ltd. | 1,619 | $872.7K | 0.19% | −1,902−54.0% | Reduced |
| Integrated Wealth Concepts LLC | 1,606 | $865.4K | 0.01% | +589+57.9% | Added |
| Opes Wealth Management LLC | 1,600 | $862.4K | 0.15% | 00.0% | Unchanged |
| Benin Management CORP | 1,598 | $861.3K | 0.19% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,597 | $861.0K | 0.01% | +44+2.8% | Added |
| Quadrant Capital Group LLC | 1,597 | $860.8K | 0.03% | −471−22.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,580 | $850.0K | 0.01% | −699−30.7% | Reduced |
| Groupama Asset Managment | 1,558 | $839.8K | 0.01% | −344−18.1% | Reduced |
| King Luther Capital Management Corp | 1,537 | $828.5K | 0.00% | −18−1.2% | Reduced |
| Hantz Financial Services, Inc. | 1,533 | $826.0K | 0.01% | −23,341−93.8% | Reduced |
| Advisory Advocates, LLC | 1,525 | $821.8K | 0.84% | +9+0.6% | Added |
| Snowden Capital Advisors LLC | 1,512 | $815.0K | 0.02% | −262−14.8% | Reduced |
| Pallas Capital Advisors LLC | 1,506 | $812.0K | 0.03% | −140−8.5% | Reduced |
| Canandaigua National Corp | 1,506 | $811.7K | 0.07% | +1,506 | New |
| SRS Capital Advisors, Inc. | 1,499 | $811.1K | 0.02% | +581+63.3% | Added |
| SFMG, LLC | 1,499 | $808.0K | 0.06% | +26+1.8% | Added |
| Jump Financial, LLC | 1,497 | $806.9K | 0.01% | −138−8.4% | Reduced |
| Neo Ivy Capital Management | 1,482 | $798.8K | 0.21% | −3,230−68.5% | Reduced |
| Intellectus Partners, LLC | 1,468 | $791.5K | 0.16% | −49−3.2% | Reduced |
| Natural Investments, LLC | 1,464 | $789.0K | 0.19% | +1,464 | New |
| Concurrent Investment Advisors, LLC | 1,461 | $787.3K | 0.01% | −19−1.3% | Reduced |
| Coldstream Capital Management Inc | 1,458 | $785.9K | 0.01% | −46−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 1,452 | $782.6K | 0.01% | −21−1.4% | Reduced |
| Vestcor Inc | 1,451 | $782.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,431 | $771.4K | 0.00% | +357+33.2% | Added |
| R Squared Ltd | 1,429 | $770.2K | 0.42% | +679+90.5% | Added |
| Jacobs Levy Equity Management, Inc | 1,423 | $767.0K | 0.00% | −71−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,422 | $766.4K | 0.03% | −234−14.1% | Reduced |
| Mission Wealth Management, LP | 1,416 | $763.5K | 0.02% | +15+1.1% | Added |
| Vise Technologies, Inc. | 1,323 | $759.3K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 1,405 | $757.3K | 0.25% | −1,531−52.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,403 | $756.0K | 0.06% | −307−18.0% | Reduced |
| MidFirst Bank | 1,402 | $755.7K | 0.06% | +2+0.1% | Added |
| Signet Financial Management, LLC | 1,380 | $744.1K | 0.08% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 1,367 | $737.1K | 0.29% | +83+6.5% | Added |
| Liberty Wealth Management LLC | 1,362 | $734.2K | 0.09% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,350 | $727.7K | 0.04% | −4,583−77.2% | Reduced |
| Aviso Financial Inc. | 1,345 | $725.0K | 0.03% | +501+59.4% | Added |
| Chicago Partners Investment Group LLC | 1,192 | $724.8K | 0.02% | +566+90.4% | Added |
| Peapack Gladstone Financial Corp | 1,338 | $722.0K | 0.01% | −11−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,330 | $716.9K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,324 | $713.5K | 0.01% | +533+67.4% | Added |
| SBI Securities Co., Ltd. | 1,315 | $708.8K | 0.02% | +22+1.7% | Added |
| Evergreen Capital Management LLC | 1,310 | $706.1K | 0.02% | +836+176.4% | Added |
| RB Capital Management, LLC | 1,310 | $706.1K | 0.15% | −16−1.2% | Reduced |
| Wedmont Private Capital | 1,264 | $703.7K | 0.02% | −81−6.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,285 | $692.6K | 0.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,269 | $684.1K | 0.01% | −191−13.1% | Reduced |
| Savvy Advisors, Inc. | 1,269 | $684.0K | 0.02% | +398+45.7% | Added |
| Atomi Financial Group, Inc. | 1,246 | $671.6K | 0.02% | −181−12.7% | Reduced |
| Fortune Financial Group, Inc. | 1,241 | $668.9K | 0.60% | −11−0.9% | Reduced |
| Bull Harbor Capital LLC | 1,239 | $667.8K | 0.18% | +1,239 | New |
| Cypress Asset Management Inc | 1,232 | $664.1K | 0.15% | 00.0% | Unchanged |
| Hardworking Capital Advisors, LLC | 1,220 | $657.7K | 0.62% | +23+1.9% | Added |
| Signaturefd, LLC | 1,218 | $656.3K | 0.01% | −22−1.8% | Reduced |
| 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 |
| Kathmere Capital Management, LLC | 1,197 | $645.2K | 0.04% | +323+37.0% | Added |
| BAM Wealth Management, LLC | 1,191 | $642.0K | 0.48% | −67−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,183 | $637.9K | 0.02% | +249+26.7% | Added |
| Principal Securities, Inc. | 1,181 | $636.8K | 0.01% | −1,082−47.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,180 | $636.0K | 0.01% | −51,079−97.7% | Reduced |