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 |
|---|---|---|---|---|---|
| Emerald Advisers, LLC | 404 | $217.8K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 402 | $217.0K | 0.03% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 400 | $215.7K | 0.21% | +400 | New |
| Kestra Private Wealth Services, LLC | 399 | $215.3K | 0.00% | −375−48.4% | Reduced |
| WealthBridge Capital Management, LLC | 398 | $214.5K | 0.05% | −8−2.0% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 397 | $214.3K | 0.19% | −1,187−74.9% | Reduced |
| Advisor OS, LLC | 396 | $213.4K | 0.02% | +9+2.3% | Added |
| Miracle Mile Advisors, LLC | 394 | $212.5K | 0.00% | +394 | New |
| Wedbush Securities Inc | 393 | $212.0K | 0.01% | +41+11.6% | Added |
| L2 Asset Management, LLC | 392 | $211.3K | 0.02% | +23+6.2% | Added |
| Empower Advisory Group, LLC | 390 | $210.2K | 0.00% | −16−3.9% | Reduced |
| City Holding Co | 390 | $210.2K | 0.03% | −20−4.9% | Reduced |
| Verus Capital Partners, LLC | 388 | $209.2K | 0.01% | +388 | New |
| Ashton Thomas Private Wealth, LLC | 388 | $209.0K | 0.00% | +388 | New |
| Legacy Advisors, LLC | 386 | $208.1K | 0.02% | +23+6.3% | Added |
| Commonwealth Financial Services, LLC | 385 | $207.6K | 0.03% | +385 | New |
| GenTrust, LLC | 382 | $205.9K | 0.01% | +382 | New |
| Caerus Investment Advisors, LLC | 380 | $204.8K | 0.09% | −238−38.5% | Reduced |
| Frec Markets, Inc. | 380 | $204.8K | 0.03% | −11−2.8% | Reduced |
| IFP Advisors, Inc | 380 | $204.8K | 0.00% | +106+38.7% | Added |
| Impact Investors, Inc | 379 | $204.3K | 0.14% | +379 | New |
| LGT Group Foundation | 379 | $204.3K | 0.00% | −40−9.5% | Reduced |
| Sym Financial Corp | 379 | $204.3K | 0.02% | +379 | New |
| J. Safra Sarasin Holding AG | 376 | $202.7K | 0.00% | +14+3.9% | Added |
| McHugh Group, LLC | 375 | $202.1K | 0.12% | 00.0% | Unchanged |
| Camden Capital, LLC | 375 | $201.9K | 0.01% | +375 | New |
| Capital Advisors Inc | 372 | $200.7K | 0.00% | −90−19.5% | Reduced |
| Summa Corp. | 372 | $200.5K | 0.08% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 371 | $199.7K | 0.00% | −214−36.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 351 | $189.2K | 0.47% | −72−17.0% | Reduced |
| Harbour Investments, Inc. | 330 | $178.2K | 0.00% | +26+8.6% | Added |
| Banque de Luxembourg S.A. | 300 | $161.7K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 293 | $160.2K | 0.00% | −7−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 290 | $156.3K | 0.02% | +3+1.0% | Added |
| Rossby Financial, LCC | 289 | $155.2K | 0.03% | +138+91.4% | Added |
| Murphy & Mullick Capital Management Corp | 287 | $154.7K | 0.11% | −7−2.4% | Reduced |
| CVA Family Office, LLC | 261 | $140.7K | 0.01% | +14+5.7% | Added |
| Massmutual Trust Co FSB | 257 | $138.5K | 0.00% | −52−16.8% | Reduced |
| Godsey & Gibb Associates | 250 | $134.8K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $132.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $132.1K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 244 | $131.5K | 0.02% | +26+11.9% | Added |
| Keating Financial Advisory Services, Inc. | 243 | $131.0K | 0.02% | −11−4.3% | Reduced |
| Cromwell Holdings LLC | 239 | $128.8K | 0.07% | +2+0.8% | Added |
| CNB Bank | 228 | $122.9K | 0.05% | −10−4.2% | Reduced |
| Parkside Financial Bank & Trust | 222 | $119.7K | 0.01% | +10+4.7% | Added |
| Root Financial Partners, LLC | 220 | $118.6K | 0.01% | +163+286.0% | Added |
| Caitong International Asset Management Co., Ltd | 217 | $117.0K | 0.02% | +217 | New |
| Financial Consulate, Inc | 209 | $112.7K | 0.01% | −83−28.4% | Reduced |
| Umb Bank N A | 208 | $112.1K | 0.00% | +4+2.0% | Added |
| Onefund, LLC | 205 | $110.1K | 0.07% | −22−9.7% | Reduced |
| Intesa Sanpaolo Wealth Management | 200 | $107.8K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 198 | $106.5K | 0.00% | −22−10.0% | Reduced |
| Quarry LP | 185 | $99.7K | 0.02% | +185 | New |
| Sunbelt Securities, Inc. | 181 | $97.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 177 | $95.4K | 0.02% | −1−0.6% | Reduced |
| Zions Bancorporation, National Association | 176 | $94.9K | 0.01% | −412−70.1% | Reduced |
| GW&K Investment Management, LLC | 171 | $92.0K | 0.00% | +14+8.9% | Added |
| Golden State Wealth Management, LLC | 168 | $90.6K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 166 | $89.5K | 0.02% | +166 | New |
| LSV Asset Management | 160 | $86.0K | 0.00% | +160 | New |
| TD Private Client Wealth LLC | 158 | $85.2K | 0.00% | −157−49.8% | Reduced |
| Ronald Blue Trust, Inc. | 155 | $83.5K | 0.00% | +1+0.6% | Added |
| Quent Capital, LLC | 145 | $78.3K | 0.01% | +38+35.5% | Added |
| Beacon Investment Advisory Services, Inc. | 145 | $78.2K | 0.00% | +145 | New |
| True Wealth Design, LLC | 143 | $77.1K | 0.02% | +88+160.0% | Added |
| Owl Creek Wealth Partners LLC | 141 | $76.0K | 0.03% | +141 | New |
| Osterweis Capital Management Inc | 137 | $73.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 136 | $73.3K | 0.01% | 00.0% | Unchanged |
| Cache Advisors, LLC | 132 | $71.1K | 0.01% | +132 | New |
| Spence Asset Management | 123 | $66.0K | 0.02% | +123 | New |
| Independence Bank of Kentucky | 122 | $65.8K | 0.01% | +107+713.3% | Added |
| Pin Oak Investment Advisors Inc | 120 | $65.0K | 0.05% | −1−0.8% | Reduced |
| Stephenson National Bank & Trust | 115 | $62.0K | 0.02% | +48+71.6% | Added |
| Bryn Mawr Trust Co | 112 | $60.4K | 0.00% | +30+36.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $59.3K | 0.02% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 107 | $57.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 105 | $56.6K | 0.00% | +2+1.9% | Added |
| Walleye Trading LLC | 103 | $55.5K | 0.00% | −6,307−98.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 103 | $55.5K | 0.00% | +101+5,050.0% | Added |
| Fideuram Asset Management (Ireland) dac | 97 | $54.3K | 0.01% | −942−90.7% | Reduced |
| Covestor Ltd | 100 | $54.0K | 0.04% | −109−52.2% | Reduced |
| Private Trust Co NA | 99 | $53.4K | 0.00% | −14−12.4% | Reduced |
| WPG Advisers, LLC | 98 | $52.8K | 0.04% | −6−5.8% | Reduced |
| Rakuten Securities, Inc. | 97 | $52.3K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 93 | $50.1K | 0.02% | −10−9.7% | Reduced |
| Vega Investment Solutions | 89 | $48.0K | 0.01% | −14,067−99.4% | Reduced |
| Align Financial, LLC | 88 | $47.4K | 0.03% | −50,400−99.8% | Reduced |
| Erste Asset Management GmbH | 88 | $46.1K | 0.00% | +88 | New |
| Basecamp Wealth Advisors LLC | 85 | $45.8K | 0.01% | −2−2.3% | Reduced |
| Compagnie Lombard Odier SCmA | 81 | $43.7K | 0.00% | +12+17.4% | Added |
| Westside Investment Management, Inc. | 80 | $43.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 80 | $43.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 77 | $41.3K | 0.00% | −4−4.9% | Reduced |
| JPL Wealth Management, LLC | 73 | $39.3K | 0.01% | +73 | New |
| Whipplewood Advisors, LLC | 73 | $39.3K | 0.02% | +73 | New |
| Opal Wealth Advisors, LLC | 71 | $38.3K | 0.01% | +71 | New |
| Activest Wealth Management | 69 | $37.2K | 0.01% | +42+155.6% | Added |
| First United Bank Trust | 63 | $34.0K | 0.01% | −5−7.4% | Reduced |
| LRI Investments, LLC | 62 | $33.4K | 0.00% | +1+1.6% | Added |