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, Q2 2026
Institutional positions in MSCI Inc. as of Jun 30, 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
- 1,087
- +36 vs. Q1 2026
- Shares held
- 67.3M
- +2.26M (+3.5%) vs. Q1 2026
- Total value
- $37.7B
- +$2.63B (+7.5%) vs. Q1 2026
- New holders
- 124
- 391 more added
- Sold out
- 88
- 413 more reduced
17 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 2,259 | $1.27M | 0.01% | +539+31.3% | Added |
| Advocacy Wealth Management Services, LLC | 2,256 | $1.26M | 0.05% | +568+33.6% | Added |
| Picton Mahoney Asset Management | 2,229 | $1.25M | 0.01% | +2,229 | New |
| MUFG Securities Americas Inc. | 2,193 | $1.23M | 0.06% | +160+7.9% | Added |
| Midwest Trust Co | 2,183 | $1.22M | 0.01% | −95−4.2% | Reduced |
| Ci Investments Inc. | 2,183 | $1.22M | 0.00% | +1,579+261.4% | Added |
| Securian Asset Management, Inc | 1,943 | $1.22M | 0.04% | −100−4.9% | Reduced |
| Laird Norton Trust Company, LLC | 2,179 | $1.22M | 0.02% | −66−2.9% | Reduced |
| Blair William & Co | 2,167 | $1.21M | 0.00% | +1,203+124.8% | Added |
| Dakota Wealth Management | 2,159 | $1.21M | 0.02% | +57+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,133 | $1.19M | 0.01% | −390−15.5% | Reduced |
| North Dakota State Investment Board | 2,121 | $1.19M | 0.05% | +17+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,105 | $1.18M | 0.04% | +20+1.0% | Added |
| Hillsdale Investment Management Inc. | 2,100 | $1.18M | 0.03% | +150+7.7% | Added |
| Redwood Investment Management, LLC | 2,096 | $1.17M | 0.12% | +166+8.6% | Added |
| Qsemble Capital Management, LP | 2,074 | $1.16M | 0.15% | −7,450−78.2% | Reduced |
| ProVise Management Group, LLC | 2,049 | $1.15M | 0.08% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,989 | $1.14M | 0.02% | −170−7.9% | Reduced |
| Diversify Advisory Services, LLC | 1,989 | $1.14M | 0.02% | +1,989 | New |
| Boreal Capital Management LLC | 2,024 | $1.13M | 0.84% | −201−9.0% | Reduced |
| Lincoln Capital LLC | 2,022 | $1.13M | 0.20% | −96−4.5% | Reduced |
| QRG Capital Management, Inc. | 2,007 | $1.12M | 0.01% | +233+13.1% | Added |
| Wellington Grp LLC | 2,004 | $1.12M | 0.30% | +357+21.7% | Added |
| Limestone Investment Advisors LP | 2,000 | $1.12M | 0.56% | 00.0% | Unchanged |
| Ulysses Management LLC | 2,000 | $1.12M | 0.39% | +2,000 | New |
| Greenline Partners, LLC | 1,984 | $1.11M | 0.11% | +1,984 | New |
| Osmosis Investment Management UK Ltd | 1,952 | $1.09M | 0.05% | −1,960−50.1% | Reduced |
| Frank, Rimerman Advisors LLC | 1,938 | $1.09M | 0.06% | +18+0.9% | Added |
| Transcend Wealth Collective, LLC | 1,921 | $1.08M | 0.07% | −347−15.3% | Reduced |
| Buckingham Strategic Partners | 1,908 | $1.07M | 0.01% | −573−23.1% | Reduced |
| Diametric Capital, LP | 1,887 | $1.06M | 0.11% | +1,887 | New |
| Ducere Wealth Management LLC | 1,881 | $1.05M | 0.32% | +514+37.6% | Added |
| CAPROCK Group, Inc. | 1,874 | $1.05M | 0.02% | −476−20.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,869 | $1.05M | 0.06% | −110−5.6% | Reduced |
| Change Path, LLC | 1,867 | $1.05M | 0.02% | −274−12.8% | Reduced |
| Simplex Trading, LLC | 1,855 | $1.04M | 0.03% | +1,235+199.2% | Added |
| Natural Investments, LLC | 1,845 | $1.03M | 0.23% | +381+26.0% | Added |
| Summit Financial, LLC | 1,826 | $1.02M | 0.01% | +48+2.7% | Added |
| Vise Technologies, Inc. | 1,825 | $1.02M | 0.01% | +502+37.9% | Added |
| Fulcrum Asset Management LLP | 1,831 | $1.02M | 0.10% | −217−10.6% | Reduced |
| Copeland Capital Management, LLC | 1,816 | $1.02M | 0.02% | −13−0.7% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.01M | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,774 | $993.6K | 0.05% | −1,297−42.2% | Reduced |
| Atlantic Union Bankshares Corp | 1,763 | $987.4K | 0.02% | −48−2.7% | Reduced |
| Metis Global Partners, LLC | 1,745 | $977.3K | 0.02% | −365−17.3% | Reduced |
| Quadrant Capital Group LLC | 1,735 | $972.2K | 0.03% | +138+8.6% | Added |
| Graham Capital Management, L.P. | 1,735 | $971.7K | 0.03% | −966−35.8% | Reduced |
| Norden Group LLC | 1,730 | $969.5K | 0.08% | −2,488−59.0% | Reduced |
| Syon Capital LLC | 1,730 | $968.9K | 0.04% | −7−0.4% | Reduced |
| Inspire Advisors, LLC | 1,726 | $966.8K | 0.07% | +1,281+287.9% | Added |
| Stableford Capital II LLC | 1,709 | $957.1K | 0.33% | −24−1.4% | Reduced |
| Gen-Wealth Partners Inc | 1,708 | $956.7K | 0.27% | +21+1.2% | Added |
| Balyasny Asset Management LLC | 1,704 | $954.3K | 0.00% | +1,646+2,837.9% | Added |
| Institute for Wealth Management, LLC. | 1,694 | $948.8K | 0.08% | −52−3.0% | Reduced |
| Cabot Wealth Management Inc | 1,689 | $945.9K | 0.10% | −789−31.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,624 | $945.5K | 0.00% | +872+116.0% | Added |
| Ballentine Partners, LLC | 1,667 | $933.6K | 0.01% | +35+2.1% | Added |
| Mission Wealth Management, LP | 1,666 | $933.5K | 0.01% | +250+17.7% | Added |
| Chicago Partners Investment Group LLC | 1,672 | $923.8K | 0.02% | +480+40.3% | Added |
| Tower Research Capital LLC (TRC) | 1,644 | $920.7K | 0.02% | −1,340−44.9% | Reduced |
| LMR Partners LLP | 1,622 | $908.4K | 0.01% | +1,622 | New |
| Concurrent Investment Advisors, LLC | 1,619 | $906.7K | 0.01% | +158+10.8% | Added |
| Agf Management Ltd | 1,611 | $902.2K | 0.00% | +1,611 | New |
| Cambria Investment Management, L.P. | 1,606 | $899.4K | 0.04% | +1,086+208.8% | Added |
| Brighton Jones LLC | 1,605 | $898.8K | 0.02% | −339−17.4% | Reduced |
| Benin Management CORP | 1,598 | $894.9K | 0.18% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,598 | $894.9K | 0.05% | +401+33.5% | Added |
| Coldstream Capital Management Inc | 1,595 | $893.3K | 0.01% | +137+9.4% | Added |
| Hantz Financial Services, Inc. | 1,574 | $882.0K | 0.01% | +41+2.7% | Added |
| Donaldson Capital Management, LLC | 1,572 | $880.4K | 0.03% | −69−4.2% | Reduced |
| Groupama Asset Managment | 1,562 | $873.2K | 0.01% | +4+0.3% | Added |
| Park Avenue Securities LLC | 1,553 | $870.0K | 0.01% | −44−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,529 | $856.3K | 0.01% | +77+5.3% | Added |
| Virtu Financial LLC | 1,530 | $856.0K | 0.03% | −7,328−82.7% | Reduced |
| Snowden Capital Advisors LLC | 1,527 | $855.2K | 0.02% | +15+1.0% | Added |
| Boothbay Fund Management, LLC | 1,507 | $844.0K | 0.02% | +609+67.8% | Added |
| SFMG, LLC | 1,500 | $840.2K | 0.05% | +1+0.1% | Added |
| King Luther Capital Management Corp | 1,495 | $837.3K | 0.00% | −42−2.7% | Reduced |
| NBC Securities, Inc. | 1,493 | $836.1K | 0.06% | +446+42.6% | Added |
| Marshall Wace, LLP | 1,480 | $828.9K | 0.00% | +1,480 | New |
| Ascent Group, LLC | 1,478 | $827.9K | 0.02% | +390+35.8% | Added |
| Advisory Advocates, LLC | 1,472 | $824.2K | 0.71% | −53−3.5% | Reduced |
| Intesa Sanpaolo S.p.A. | 1,471 | $823.8K | 0.03% | +1,471 | New |
| Citizens Financial Group Inc | 1,428 | $799.9K | 0.01% | +159+12.5% | Added |
| MidFirst Bank | 1,421 | $795.8K | 0.06% | +19+1.4% | Added |
| Peapack Gladstone Financial Corp | 1,408 | $789.0K | 0.01% | +70+5.2% | Added |
| Allworth Financial LP | 1,407 | $788.1K | 0.00% | −24−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 1,406 | $787.0K | 0.05% | +3+0.2% | Added |
| D. E. Shaw & Co., Inc. | 1,400 | $784.1K | 0.00% | +1,400 | New |
| Marks Group Wealth Management, Inc | 1,397 | $782.4K | 0.07% | +842+151.7% | Added |
| Canandaigua National Bank & Trust Co | 1,395 | $781.3K | 0.07% | +1,395 | New |
| Meeder Advisory Services, Inc. | 1,351 | $756.6K | 0.03% | −71−5.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,350 | $756.1K | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,350 | $756.1K | 0.04% | +20+1.5% | Added |
| Jefferies Financial Group Inc. | 1,333 | $746.5K | 0.01% | −1,318−49.7% | Reduced |
| Liberty Wealth Management LLC | 1,362 | $734.2K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,308 | $732.6K | 0.02% | +62+5.0% | Added |
| Wedmont Private Capital | 1,210 | $731.9K | 0.02% | −54−4.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,298 | $726.8K | 0.04% | +298+29.8% | Added |
| Bull Harbor Capital LLC | 1,291 | $723.0K | 0.14% | +52+4.2% | Added |