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 |
|---|---|---|---|---|---|
| TCW Group Inc | 1,175 | $633.3K | 0.00% | +32+2.8% | Added |
| Stevens Capital Management LP | 1,172 | $632.0K | 0.10% | +534+83.7% | Added |
| Crestmont Private Wealth LLC | 1,133 | $610.7K | 0.19% | +93+8.9% | Added |
| Hallmark Capital Management Inc | 1,129 | $608.5K | 0.04% | −16−1.4% | Reduced |
| Grove Bank & Trust | 1,121 | $604.2K | 0.07% | −828−42.5% | Reduced |
| Gilbert & Cook, Inc. | 1,110 | $598.3K | 0.08% | +41+3.8% | Added |
| Union Bancaire Privee, UBP SA | 1,139 | $596.2K | 0.01% | −734−39.2% | Reduced |
| Evolve Private Wealth, LLC | 1,097 | $591.3K | 0.03% | +367+50.3% | Added |
| XTX Topco Ltd | 1,096 | $590.8K | 0.01% | −1,595−59.3% | Reduced |
| Ascent Group, LLC | 1,088 | $586.6K | 0.02% | +292+36.7% | Added |
| Huntington National Bank | 1,087 | $585.9K | 0.00% | +13+1.2% | Added |
| Alken Asset Management Ltd. | 1,100 | $585.0K | 1.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,071 | $577.3K | 0.03% | −129−10.8% | Reduced |
| Centaurus Financial, Inc. | 1,065 | $574.0K | 0.03% | −19−1.8% | Reduced |
| Stanley-Laman Group, Ltd. | 1,058 | $570.3K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,056 | $569.4K | 0.01% | −987−48.3% | Reduced |
| D.A. Davidson & Co. | 1,053 | $567.8K | 0.00% | −70−6.2% | Reduced |
| NBC Securities, Inc. | 1,047 | $564.3K | 0.04% | −20−1.9% | Reduced |
| Natixis | 1,042 | $561.6K | 0.00% | −1,097−51.3% | Reduced |
| Unique Wealth Strategies, LLC | 1,021 | $550.3K | 0.23% | +1,021 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,013 | $546.0K | 0.03% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,010 | $544.4K | 0.10% | −130−11.4% | Reduced |
| Bradley Foster & Sargent Inc | 1,008 | $543.3K | 0.01% | −2−0.2% | Reduced |
| Ebert Capital Management Inc. | 1,003 | $540.6K | 0.55% | −26−2.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,000 | $539.0K | 0.04% | −687−40.7% | Reduced |
| Harbor Advisors LLC | 1,000 | $539.0K | 0.08% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,000 | $539.0K | 0.15% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,010 | $537.3K | 0.02% | +49+5.1% | Added |
| GWN Securities Inc. | 982 | $529.8K | 0.10% | +187+23.5% | Added |
| Alliance Wealth Advisors, LLC | 981 | $528.8K | 0.11% | −838−46.1% | Reduced |
| Crestwood Advisors Group LLC | 981 | $528.7K | 0.01% | +346+54.5% | Added |
| LGT Fund Management Co Ltd. | 980 | $528.2K | 0.02% | +270+38.0% | Added |
| Evercore Wealth Management, LLC | 969 | $522.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 965 | $520.3K | 0.01% | +355+58.2% | Added |
| Blair William & Co | 964 | $519.7K | 0.00% | +424+78.5% | Added |
| Cresset Asset Management, LLC | 960 | $517.6K | 0.00% | −107−10.0% | Reduced |
| Wellspring Financial Advisors, LLC | 955 | $514.8K | 0.04% | −12−1.2% | Reduced |
| LVW Advisors, LLC | 945 | $509.4K | 0.05% | −799−45.8% | Reduced |
| Unified Investment Management | 940 | $506.4K | 0.52% | −179−16.0% | Reduced |
| Salvus Wealth Management, LLC | 939 | $506.1K | 0.29% | +35+3.9% | Added |
| Farther Finance Advisors, LLC | 941 | $505.4K | 0.00% | +2+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 929 | $500.7K | 0.02% | +239+34.6% | Added |
| Kestra Advisory Services, LLC | 922 | $497.1K | 0.00% | −695−43.0% | Reduced |
| Hamilton Capital Partners Inc. | 918 | $494.8K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 915 | $493.2K | 0.00% | −302−24.8% | Reduced |
| Boothbay Fund Management, LLC | 898 | $484.0K | 0.01% | +898 | New |
| Waddell & Associates, LLC | 897 | $483.5K | 0.03% | +68+8.2% | Added |
| AlphaGrep UK Ltd | 894 | $481.9K | 0.14% | −208−18.9% | Reduced |
| Journey Strategic Wealth LLC | 892 | $480.7K | 0.01% | +274+44.3% | Added |
| Birch Financial Group, LLC | 891 | $480.2K | 0.28% | −184−17.1% | Reduced |
| Los Angeles Capital Management LLC | 879 | $473.8K | 0.00% | +539+158.5% | Added |
| Trust Asset Management LLC | 870 | $468.9K | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 862 | $464.6K | 0.05% | −12,147−93.4% | Reduced |
| Lighthouse Investment Partners, LLC | 859 | $463.0K | 0.02% | +859 | New |
| Aaron Wealth Advisors | 858 | $462.5K | 0.03% | +160+22.9% | Added |
| Ellevest, Inc. | 854 | $460.3K | 0.06% | −152−15.1% | Reduced |
| Reflection Asset Management | 843 | $454.4K | 0.28% | −429−33.7% | Reduced |
| AdvisorShares Investments LLC | 830 | $447.4K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 830 | $447.4K | 0.00% | +60+7.8% | Added |
| OneAscent Investment Solutions LLC | 829 | $446.8K | 0.45% | +389+88.4% | Added |
| Baker Tilly Wealth Management, LLC | 826 | $445.4K | 0.11% | −155−15.8% | Reduced |
| Employees Retirement System of Texas | 815 | $439.0K | 0.00% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 814 | $438.8K | 0.00% | +143+21.3% | Added |
| Krilogy Financial LLC | 774 | $437.2K | 0.01% | +246+46.6% | Added |
| Boit C F David | 810 | $436.6K | 0.19% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 802 | $432.0K | 0.03% | +802 | New |
| DRW Securities, LLC | 795 | $428.5K | 0.02% | −390−32.9% | Reduced |
| V-Square Quantitative Management LLC | 794 | $428.0K | 0.05% | +128+19.2% | Added |
| Checchi Capital Advisers, LLC | 788 | $424.7K | 0.03% | +104+15.2% | Added |
| Elk River Wealth Management, LLC | 773 | $416.7K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 696 | $416.2K | 0.03% | −4,135−85.6% | Reduced |
| Leo Wealth, LLC | 770 | $415.0K | 0.03% | +770 | New |
| Premier Path Wealth Partners, LLC | 769 | $414.5K | 0.05% | +293+61.6% | Added |
| Sagespring Wealth Partners, LLC | 761 | $410.1K | 0.01% | +120+18.7% | Added |
| True North Advisors, LLC | 759 | $409.1K | 0.05% | +61+8.7% | Added |
| TD Waterhouse Canada Inc. | 752 | $403.2K | 0.00% | +269+55.7% | Added |
| Parallel Advisors, LLC | 740 | $399.2K | 0.01% | +12+1.6% | Added |
| Resources Investment Advisors, LLC. | 739 | $398.3K | 0.00% | −224−23.3% | Reduced |
| Arkadios Wealth Advisors | 736 | $396.4K | 0.01% | −149−16.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 729 | $392.9K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 729 | $392.9K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 722 | $389.2K | 0.09% | −38−5.0% | Reduced |
| Leonteq Securities AG | 717 | $386.5K | 0.02% | −179−20.0% | Reduced |
| Perigon Wealth Management, LLC | 715 | $385.4K | 0.01% | −98−12.1% | Reduced |
| Pensionmark Financial Group, LLC | 715 | $385.4K | 0.01% | −25−3.4% | Reduced |
| Wealthspire Advisors, LLC | 714 | $385.1K | 0.00% | −390−35.3% | Reduced |
| ORG Wealth Partners, LLC | 707 | $381.1K | 0.08% | −155−18.0% | Reduced |
| Cigna Investments Inc | 699 | $377.0K | 0.06% | −12−1.7% | Reduced |
| Scotia Capital Inc. | 696 | $375.1K | 0.00% | −248−26.3% | Reduced |
| GTS Securities LLC | 693 | $373.5K | 0.01% | −549−44.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 689 | $371.4K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 686 | $369.8K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 681 | $367.1K | 0.09% | −883−56.5% | Reduced |
| Commerzbank Aktiengesellschaft | 679 | $366.0K | 0.01% | −25−3.6% | Reduced |
| ISAM Funds (UK) Ltd | 675 | $363.8K | 0.18% | +675 | New |
| Private Advisor Group, LLC | 674 | $363.4K | 0.00% | +118+21.2% | Added |
| Massachusetts Financial Services Co | 673 | $362.8K | 0.00% | +7+1.1% | Added |
| Potomac Fund Management Inc | 669 | $360.7K | 0.01% | +6+0.9% | Added |
| Ameritas Investment Partners, Inc. | 659 | $355.2K | 0.01% | −14−2.1% | Reduced |
| Profund Advisors LLC | 657 | $354.1K | 0.01% | −169−20.5% | Reduced |