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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.

Institutional holdersQ2 2026: 1,087 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ2 2026: $37.7B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2026.

Institutions holding MSCI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ares Financial Consulting, LLC14$7.84K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.14$7.95K0.01%00.0%Unchanged
Action Point Financial Planning, LLC16$8.40K0.00%+16New
Salem Investment Counselors Inc15$8.40K0.00%00.0%Unchanged
Triumph Capital Management15$8.40K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.15$8.40K0.00%00.0%Unchanged
Meeder Asset Management Inc15$8.40K0.00%+2+15.4%Added
Wilkerson Advisory Group LLC15$8.40K0.00%+3+25.0%Added
JNBA Financial Advisors16$8.96K0.00%00.0%Unchanged
First Pacific Financial16$8.96K0.00%+2+14.3%Added
Hughes Financial Services, LLC16$8.96K0.00%+3+23.1%Added
Burkett Financial Services, LLC16$8.99K0.00%+16New
Highline Wealth Partners LLC16$9.00K0.00%+2+14.3%Added
Asset Dedication, LLC17$9.52K0.00%00.0%Unchanged
Clear Street Markets LLC17$9.52K0.00%+5+41.7%Added
Hilton Head Capital Partners, LLC18$10.1K0.01%00.0%Unchanged
Meramec Financial Planners, LLC18$10.3K0.00%00.0%Unchanged
Webster Bank, N. A.19$10.6K0.00%+5+35.7%Added
Cornerstone Financial Management LLC19$10.6K0.01%+9+90.0%Added
NBT Bank N A20$11.2K0.00%00.0%Unchanged
Atlantic Trust, LLC20$11.2K0.00%+7+53.8%Added
Avion Wealth22$12.0K0.00%+8+57.1%Added
Battery Global Advisors, LLC22$12.1K0.01%00.0%Unchanged
United Financial Planning Group LLC22$12.3K0.01%00.0%Unchanged
Colonial Trust Advisors22$12.3K0.00%+22New
IFG Advisory, LLC23$12.9K0.00%+23New
Anchor Investment Management, LLC23$12.9K0.00%00.0%Unchanged
Salomon & Ludwin, LLC23$13.4K0.00%00.0%Unchanged
Vanguard National Trust Co24$13.4K0.00%00.0%Unchanged
UMA Financial Services, Inc.24$13.4K0.00%+14+140.0%Added
Heritage Wealth Advisors25$14.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC25$14.0K0.00%+4+19.0%Added
Community Financial Services Group, LLC25$14.6K0.00%+5+25.0%Added
Midwest Capital Advisors, LLC26$14.6K0.01%00.0%Unchanged
Manchester Capital Management LLC26$14.6K0.00%00.0%Unchanged
Rational Advisors LLC27$15.1K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC28$15.7K0.01%+28New
SJS Investment Consulting Inc.28$15.7K0.00%−6−17.6%Reduced
Private Wealth Asset Management, LLC30$16.8K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.30$16.8K0.00%+3+11.1%Added
Joseph Group Capital Management30$16.8K0.00%+17+130.8%Added
Bell Investment Advisors, Inc30$16.8K0.00%00.0%Unchanged
PlanVest Financial, Inc30$16.8K0.01%+30New
MTM Investment Management, LLC32$17.9K0.01%00.0%Unchanged
CoreCap Advisors, LLC32$17.9K0.00%+8+33.3%Added
MCF Advisors LLC32$17.9K0.00%00.0%Unchanged
Kerr Financial Planning Corp37$20.7K0.02%00.0%Unchanged
Optiver Holding B.V.37$20.7K0.00%+37New
Trust Co of Toledo NA38$21.3K0.00%−1−2.6%Reduced
Princeton Global Asset Management LLC39$21.6K0.00%+1+2.6%Added
Rialto Wealth Management, LLC39$21.8K0.00%+3+8.3%Added
Transamerica Financial Advisors, Inc.39$22.0K0.00%+5+14.7%Added
Cornerstone Planning Group LLC39$22.5K0.00%−1−2.5%Reduced
Financial Management Professionals, Inc.41$23.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC41$23.0K0.01%+15+57.7%Added
Hoey Investments, Inc42$23.5K0.00%+3+7.7%Added
Barrett & Company, Inc.43$23.9K0.01%+43New
Entrust Financial LLC44$24.6K0.02%00.0%Unchanged
ZRC Wealth Management, LLC44$24.6K0.01%+12+37.5%Added
Pinnacle Bancorp, Inc.48$26.9K0.01%00.0%Unchanged
Bogart Wealth, LLC48$27.1K0.00%00.0%Unchanged
Ancora Advisors, LLC49$27.4K0.00%+10+25.6%Added
Phillip James Consulting Co.304$27.8K0.02%+304New
Activest Wealth Management51$28.6K0.01%−18−26.1%Reduced
International Assets Investment Management, LLC52$30.3K0.00%−25−32.5%Reduced
JFS Wealth Advisors, LLC55$30.8K0.00%+1+1.9%Added
LRI Investments, LLC56$31.4K0.00%−6−9.7%Reduced
Catalyst Capital Advisors LLC60$33.6K0.00%00.0%Unchanged
WS Portfolio Advisory, LLC60$33.6K0.83%+60New
First United Bank Trust63$35.3K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc63$35.3K0.00%+2+3.3%Added
SHP Wealth Management65$36.4K0.00%+7+12.1%Added
Trust Co of Vermont67$37.5K0.00%+67New
Silver Grove Financial Group, Inc.71$39.8K0.02%+71New
NBH Bank71$39.8K0.02%+71New
Private Trust Co NA73$40.9K0.00%−26−26.3%Reduced
Washington Trust Advisors, Inc.73$40.9K0.00%+73New
JPL Wealth Management, LLC75$42.0K0.01%+2+2.7%Added
Generali Asset Management SPA SGR77$43.1K0.00%+77New
Westside Investment Management, Inc.80$44.8K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC80$44.8K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA81$45.4K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC85$47.6K0.01%00.0%Unchanged
Align Financial, LLC88$49.3K0.02%00.0%Unchanged
WPG Advisers, LLC98$54.9K0.03%00.0%Unchanged
Bryn Mawr Trust Co100$56.0K0.00%−12−10.7%Reduced
Covestor Ltd104$58.0K0.03%+4+4.0%Added
Cary Street Partners Financial LLC104$58.2K0.00%−1−1.0%Reduced
CNB Bank105$58.8K0.02%−123−53.9%Reduced
Generali Investments, Management Co LLC107$59.9K0.01%00.0%Unchanged
TD Private Client Wealth LLC108$60.5K0.00%−50−31.6%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.110$61.6K0.19%−241−68.7%Reduced
Persistent Asset Partners Ltd111$62.2K0.02%+111New
Pin Oak Investment Advisors Inc121$68.0K0.05%+1+0.8%Added
Quent Capital, LLC129$72.4K0.00%−16−11.0%Reduced
First Command Advisory Services, Inc.131$73.4K0.00%+97+285.3%Added
Osterweis Capital Management Inc137$76.7K0.00%00.0%Unchanged
Independence Bank of Kentucky137$76.7K0.01%+15+12.3%Added
Owl Creek Wealth Partners LLC141$79.0K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA145$81.2K0.02%+35+31.8%Added