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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 451 | $252.4K | 0.01% | +451 | New |
| Mayflower Financial Advisors, LLC | 450 | $252.0K | 0.02% | −4−0.9% | Reduced |
| Laurion Capital Management LP | 449 | $251.5K | 0.02% | +449 | New |
| Bridgewater Advisors Inc. | 483 | $251.1K | 0.01% | −6−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 449 | $251.0K | 0.01% | −230−33.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 447 | $250.2K | 0.00% | −184−29.2% | Reduced |
| EntryPoint Capital, LLC | 446 | $249.8K | 0.06% | −143−24.3% | Reduced |
| Rainey & Randall Investment Management Inc. | 445 | $249.2K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 442 | $247.5K | 0.08% | −33−6.9% | Reduced |
| Insigneo Advisory Services, LLC | 441 | $247.0K | 0.01% | +10+2.3% | Added |
| Commonwealth Financial Services, LLC | 439 | $246.0K | 0.03% | +54+14.0% | Added |
| Jackson Thornton Asset Management, LLC | 436 | $244.2K | 0.02% | +436 | New |
| Birch Financial Group, LLC | 433 | $242.3K | 0.12% | −458−51.4% | Reduced |
| Permanent Capital Management, LP | 432 | $241.9K | 0.03% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 382 | $237.5K | 0.21% | −24−5.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 424 | $237.5K | 0.00% | −39−8.4% | Reduced |
| Venture Visionary Partners LLC | 422 | $236.3K | 0.01% | +7+1.7% | Added |
| Tandem Investment Advisors, Inc. | 422 | $236.3K | 0.02% | −137−24.5% | Reduced |
| Independent Financial Group, LLC | 421 | $235.8K | 0.00% | −165−28.2% | Reduced |
| Kera Capital Partners, Inc. | 418 | $234.1K | 0.02% | −163−28.1% | Reduced |
| Buckhead Capital Management LLC | 418 | $234.1K | 0.08% | +3+0.7% | Added |
| Smithfield Trust Co | 417 | $234.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 412 | $230.7K | 0.01% | −29−6.6% | Reduced |
| Optivise Advisory Services LLC | 411 | $230.3K | 0.12% | −28−6.4% | Reduced |
| JCIC Asset Management Inc. | 427 | $230.2K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 413 | $230.0K | 0.00% | −11−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 409 | $229.1K | 0.00% | +409 | New |
| Verus Capital Partners, LLC | 408 | $228.5K | 0.01% | +20+5.2% | Added |
| Inscription Capital, LLC | 407 | $228.0K | 0.02% | +407 | New |
| Claret Asset Management Corp | 404 | $226.0K | 0.02% | +2+0.5% | Added |
| L2 Asset Management, LLC | 403 | $225.7K | 0.02% | +11+2.8% | Added |
| WealthBridge Capital Management, LLC | 399 | $223.5K | 0.04% | +1+0.3% | Added |
| Sym Financial Corp | 397 | $222.3K | 0.02% | +18+4.7% | Added |
| Legacy Advisors, LLC | 395 | $221.2K | 0.02% | +9+2.3% | Added |
| Grove Bank & Trust | 395 | $221.2K | 0.02% | −726−64.8% | Reduced |
| CWA Asset Management Group, LLC | 394 | $220.7K | 0.01% | +394 | New |
| Elyxium Wealth, LLC | 393 | $220.1K | 0.02% | +393 | New |
| Kestra Private Wealth Services, LLC | 390 | $218.4K | 0.00% | −9−2.3% | Reduced |
| Catalyst Financial Partners LLC | 390 | $218.4K | 0.02% | +390 | New |
| Miracle Mile Advisors, LLC | 390 | $218.2K | 0.00% | −4−1.0% | Reduced |
| D'Orazio & Associates, Inc. | 389 | $217.9K | 0.03% | +389 | New |
| Empower Advisory Group, LLC | 387 | $216.7K | 0.00% | −3−0.8% | Reduced |
| City Holding Co | 380 | $212.8K | 0.02% | −10−2.6% | Reduced |
| Impact Investors, Inc | 375 | $210.0K | 0.15% | −4−1.1% | Reduced |
| McHugh Group, LLC | 375 | $210.0K | 0.11% | 00.0% | Unchanged |
| STG Securities, LLC | 375 | $210.0K | 0.23% | +375 | New |
| Capital Advisors Inc | 375 | $209.8K | 0.00% | +3+0.8% | Added |
| Essex Financial Services, Inc. | 371 | $207.9K | 0.01% | +371 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 371 | $207.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 365 | $204.4K | 0.00% | −23−5.9% | Reduced |
| Camden Capital, LLC | 363 | $203.3K | 0.01% | −12−3.2% | Reduced |
| Militia Capital Management LLC | 360 | $201.6K | 0.04% | +360 | New |
| Trust Point Inc. | 359 | $201.0K | 0.02% | +359 | New |
| Harbour Investments, Inc. | 332 | $186.1K | 0.00% | +2+0.6% | Added |
| Whittier Trust Co | 302 | $185.4K | 0.00% | +9+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 325 | $182.0K | 0.02% | +35+12.1% | Added |
| Leonteq Securities AG | 303 | $169.7K | 0.01% | −414−57.7% | Reduced |
| Banque de Luxembourg S.A. | 300 | $168.0K | 0.08% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 286 | $160.2K | 0.10% | −1−0.3% | Reduced |
| Rossby Financial, LCC | 272 | $152.3K | 0.03% | −17−5.9% | Reduced |
| CVA Family Office, LLC | 265 | $148.4K | 0.01% | +4+1.5% | Added |
| Vega Investment Solutions | 263 | $147.3K | 0.02% | +174+195.5% | Added |
| Massmutual Trust Co FSB | 256 | $143.4K | 0.00% | −1−0.4% | Reduced |
| Essential Partners LLC | 250 | $140.0K | 0.06% | −1,155−82.2% | Reduced |
| Godsey & Gibb Associates | 250 | $140.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 249 | $139.4K | 0.06% | +10+4.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $137.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $137.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 235 | $131.6K | 0.00% | +27+13.0% | Added |
| GW&K Investment Management, LLC | 217 | $122.0K | 0.00% | +46+26.9% | Added |
| Swiss Re Ltd | 206 | $115.4K | 0.01% | +206 | New |
| Keating Financial Advisory Services, Inc. | 203 | $113.7K | 0.01% | −40−16.5% | Reduced |
| Intesa Sanpaolo Wealth Management | 200 | $112.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 196 | $109.8K | 0.06% | −9−4.4% | Reduced |
| ORG Wealth Partners, LLC | 194 | $108.6K | 0.02% | −513−72.6% | Reduced |
| Financial Consulate, Inc | 192 | $107.5K | 0.01% | −17−8.1% | Reduced |
| Quarry LP | 190 | $106.4K | 0.02% | +5+2.7% | Added |
| Parkside Financial Bank & Trust | 189 | $105.8K | 0.01% | −33−14.9% | Reduced |
| Dunhill Financial, LLC | 176 | $98.8K | 0.02% | −1−0.6% | Reduced |
| Golden State Wealth Management, LLC | 168 | $94.2K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 160 | $90.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 155 | $86.8K | 0.02% | +12+8.4% | Added |
| Beacon Investment Advisory Services, Inc. | 150 | $84.0K | 0.00% | +5+3.4% | Added |
| Quantbot Technologies LP | 149 | $83.4K | 0.00% | −396−72.7% | Reduced |
| Ameritas Advisory Services, LLC | 148 | $82.7K | 0.00% | +148 | New |
| Wealth Enhancement Trust Services, Inc. | 147 | $82.3K | 0.01% | +11+8.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 145 | $81.2K | 0.02% | +35+31.8% | Added |
| Owl Creek Wealth Partners LLC | 141 | $79.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 137 | $76.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 137 | $76.7K | 0.01% | +15+12.3% | Added |
| First Command Advisory Services, Inc. | 131 | $73.4K | 0.00% | +97+285.3% | Added |
| Quent Capital, LLC | 129 | $72.4K | 0.00% | −16−11.0% | Reduced |
| Pin Oak Investment Advisors Inc | 121 | $68.0K | 0.05% | +1+0.8% | Added |
| Persistent Asset Partners Ltd | 111 | $62.2K | 0.02% | +111 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $61.6K | 0.19% | −241−68.7% | Reduced |
| TD Private Client Wealth LLC | 108 | $60.5K | 0.00% | −50−31.6% | Reduced |
| Generali Investments, Management Co LLC | 107 | $59.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 105 | $58.8K | 0.02% | −123−53.9% | Reduced |
| Cary Street Partners Financial LLC | 104 | $58.2K | 0.00% | −1−1.0% | Reduced |
| Covestor Ltd | 104 | $58.0K | 0.03% | +4+4.0% | Added |