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 |
|---|---|---|---|---|---|
| Guinness Asset Management LTD | 656 | $353.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 646 | $347.9K | 0.00% | −100−13.4% | Reduced |
| BTG Pactual Asset Management US LLC | 644 | $347.1K | 0.03% | +644 | New |
| Prime Capital Investment Advisors, LLC | 631 | $340.0K | 0.00% | −1,202−65.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 621 | $338.3K | 0.01% | +621 | New |
| Sigma Planning Corp | 626 | $337.6K | 0.01% | −14−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 621 | $334.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 620 | $334.2K | 0.01% | +319+106.0% | Added |
| Meridian Wealth Management, LLC | 620 | $334.0K | 0.01% | −97−13.5% | Reduced |
| Gryphon Financial Partners LLC | 619 | $333.9K | 0.03% | +28+4.7% | Added |
| Capula Management Ltd | 618 | $333.1K | 0.00% | +301+95.0% | Added |
| CenterBook Partners LP | 612 | $329.9K | 0.02% | +612 | New |
| Driehaus Capital Management LLC | 608 | $327.7K | 0.00% | +608 | New |
| Ci Investments Inc. | 604 | $325.6K | 0.00% | +2+0.3% | Added |
| PCM Encore, LLC | 603 | $325.1K | 0.07% | +30+5.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 600 | $323.4K | 0.13% | −500−45.5% | Reduced |
| Sava Infond d.o.o. | 600 | $323.4K | 0.05% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 599 | $322.9K | 0.01% | −12−2.0% | Reduced |
| Visionary Horizons, LLC | 598 | $322.4K | 0.16% | +598 | New |
| Centiva Capital, LP | 597 | $321.8K | 0.01% | +242+68.2% | Added |
| Net Worth Advisory Group | 596 | $321.2K | 0.07% | −67−10.1% | Reduced |
| WBI Investments | 591 | $318.4K | 0.09% | +591 | New |
| Millington Securities, LLC | 591 | $318.4K | 0.09% | +591 | New |
| EntryPoint Capital, LLC | 589 | $317.5K | 0.09% | +209+55.0% | Added |
| Whittier Trust Co of Nevada Inc | 578 | $316.0K | 0.01% | −5−0.9% | Reduced |
| Independent Financial Group, LLC | 586 | $315.9K | 0.01% | +586 | New |
| Citadel Investment Advisory, Inc. | 585 | $315.0K | 0.15% | 00.0% | Unchanged |
| JSF Financial, LLC | 583 | $314.2K | 0.06% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 581 | $313.2K | 0.08% | −192−24.8% | Reduced |
| Kera Capital Partners, Inc. | 581 | $313.2K | 0.04% | +210+56.6% | Added |
| Focus Financial Network, Inc. | 576 | $310.7K | 0.01% | +146+34.0% | Added |
| Wallace Advisory Group, LLC | 576 | $310.5K | 0.33% | −232−28.7% | Reduced |
| Weaver Capital Management LLC | 574 | $309.4K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 573 | $308.9K | 0.03% | +309+117.0% | Added |
| Fenimore Asset Management Inc | 572 | $308.3K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 571 | $307.8K | 0.01% | +3+0.5% | Added |
| 71 West Capital Partners | 571 | $307.8K | 0.01% | +37+6.9% | Added |
| Castleview Partners, LLC | 570 | $307.2K | 0.16% | −115−16.8% | Reduced |
| Chilton Investment Co LLC | 569 | $306.7K | 0.01% | +39+7.4% | Added |
| Cary Street Partner Investment Advisory LLC | 568 | $306.3K | 0.08% | +38+7.2% | Added |
| Capital Advisors, Ltd. LLC | 563 | $303.0K | 0.03% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 559 | $301.3K | 0.01% | −285−33.8% | Reduced |
| New Age Alpha Advisors, LLC | 559 | $301.3K | 0.01% | +65+13.2% | Added |
| Marks Group Wealth Management, Inc | 555 | $299.1K | 0.03% | −9,173−94.3% | Reduced |
| Baron Wealth Management LLC | 552 | $297.7K | 0.09% | +164+42.3% | Added |
| Quantbot Technologies LP | 545 | $293.8K | 0.01% | −10,032−94.8% | Reduced |
| Legacy Financial Advisors, Inc. | 542 | $292.3K | 0.04% | +114+26.6% | Added |
| CM Wealth Advisors LLC | 533 | $287.3K | 0.06% | −143−21.2% | Reduced |
| Wealth Alliance | 521 | $280.9K | 0.03% | +44+9.2% | Added |
| Brevan Howard Capital Management LP | 520 | $280.3K | 0.00% | −1,004−65.9% | Reduced |
| Cambria Investment Management, L.P. | 520 | $280.3K | 0.02% | −27−4.9% | Reduced |
| PDS Planning, Inc | 516 | $278.1K | 0.02% | +4+0.8% | Added |
| Savant Capital, LLC | 514 | $277.1K | 0.00% | +135+35.6% | Added |
| Aprio Wealth Management, LLC | 514 | $276.9K | 0.02% | +27+5.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 509 | $274.4K | 0.08% | +509 | New |
| AE Wealth Management LLC | 508 | $274.0K | 0.00% | −1,488−74.5% | Reduced |
| CX Institutional | 508 | $274.0K | 0.01% | −29−5.4% | Reduced |
| Blue Edge Capital, LLC | 508 | $273.8K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 506 | $272.9K | 0.01% | +121+31.4% | Added |
| World Equity Group, Inc. | 502 | $270.6K | 0.07% | +1+0.2% | Added |
| Impact Capital Partners LLC | 499 | $269.0K | 0.08% | +111+28.6% | Added |
| Parcion Private Wealth LLC | 497 | $267.9K | 0.02% | +83+20.0% | Added |
| Lecap Asset Management Ltd | 491 | $264.7K | 0.10% | +491 | New |
| Dark Forest Capital Management LP | 490 | $264.1K | 0.02% | +490 | New |
| Rothschild Investment LLC | 480 | $258.8K | 0.01% | +356+287.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $256.6K | 0.01% | +476 | New |
| Wrapmanager Inc | 475 | $256.0K | 0.09% | −194−29.0% | Reduced |
| AXA S.A. | 475 | $256.0K | 0.10% | +475 | New |
| Permanent Capital Management, LP | 432 | $255.5K | 0.04% | +3+0.7% | Added |
| Sentinus, LLC | 471 | $253.7K | 0.02% | +471 | New |
| Independent Advisor Alliance | 470 | $253.5K | 0.00% | +67+16.6% | Added |
| London & Capital Asset Management Ltd | 470 | $253.5K | 0.00% | −493−51.2% | Reduced |
| Daymark Wealth Partners, LLC | 468 | $252.3K | 0.01% | +468 | New |
| Chancellor Financial Group WB LP | 467 | $251.7K | 0.18% | 00.0% | Unchanged |
| SCS Capital Management LLC | 464 | $250.1K | 0.00% | +464 | New |
| Williams Jones Wealth Management, LLC. | 463 | $249.6K | 0.00% | −225−32.7% | Reduced |
| Keel Point, LLC | 461 | $248.3K | 0.02% | −111−19.4% | Reduced |
| Lafayette Investments, Inc. | 459 | $247.4K | 0.05% | +14+3.1% | Added |
| Mayflower Financial Advisors, LLC | 454 | $244.7K | 0.03% | +45+11.0% | Added |
| Bridgewater Advisors Inc. | 489 | $243.8K | 0.01% | +24+5.2% | Added |
| Rainey & Randall Investment Management Inc. | 445 | $239.9K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 445 | $239.9K | 0.02% | +57+14.7% | Added |
| Inspire Advisors, LLC | 445 | $239.6K | 0.02% | +445 | New |
| Arlington Partners LLC | 442 | $238.2K | 0.48% | +442 | New |
| Venturi Wealth Management, LLC | 441 | $237.7K | 0.01% | +66+17.6% | Added |
| Optivise Advisory Services LLC | 439 | $236.8K | 0.14% | −23−5.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 437 | $235.5K | 0.02% | +437 | New |
| We Are One Seven, LLC | 435 | $234.5K | 0.00% | +84+23.9% | Added |
| Insigneo Advisory Services, LLC | 431 | $232.3K | 0.02% | −181−29.6% | Reduced |
| JCIC Asset Management Inc. | 427 | $230.2K | 0.07% | +80+23.1% | Added |
| Penserra Capital Management LLC | 424 | $228.0K | 0.00% | +12+2.9% | Added |
| OneAscent Financial Services LLC | 423 | $227.6K | 0.01% | +423 | New |
| WSFS Capital Management, LLC | 421 | $226.9K | 0.01% | −269−39.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 418 | $225.3K | 0.00% | +418 | New |
| Smithfield Trust Co | 417 | $224.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 415 | $223.7K | 0.01% | −7−1.7% | Reduced |
| Buckhead Capital Management LLC | 415 | $223.7K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 411 | $221.5K | 0.04% | −83−16.8% | Reduced |
| Patton Fund Management, Inc. | 410 | $221.0K | 0.04% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 406 | $218.8K | 0.22% | −91−18.3% | Reduced |