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 |
|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 147 | $82.3K | 0.01% | +11+8.1% | Added |
| Ameritas Advisory Services, LLC | 148 | $82.7K | 0.00% | +148 | New |
| Quantbot Technologies LP | 149 | $83.4K | 0.00% | −396−72.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 150 | $84.0K | 0.00% | +5+3.4% | Added |
| True Wealth Design, LLC | 155 | $86.8K | 0.02% | +12+8.4% | Added |
| LSV Asset Management | 160 | $90.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 168 | $94.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 176 | $98.8K | 0.02% | −1−0.6% | Reduced |
| Parkside Financial Bank & Trust | 189 | $105.8K | 0.01% | −33−14.9% | Reduced |
| Quarry LP | 190 | $106.4K | 0.02% | +5+2.7% | Added |
| Financial Consulate, Inc | 192 | $107.5K | 0.01% | −17−8.1% | Reduced |
| ORG Wealth Partners, LLC | 194 | $108.6K | 0.02% | −513−72.6% | Reduced |
| Onefund, LLC | 196 | $109.8K | 0.06% | −9−4.4% | Reduced |
| Intesa Sanpaolo Wealth Management | 200 | $112.0K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 203 | $113.7K | 0.01% | −40−16.5% | Reduced |
| Swiss Re Ltd | 206 | $115.4K | 0.01% | +206 | New |
| GW&K Investment Management, LLC | 217 | $122.0K | 0.00% | +46+26.9% | Added |
| Umb Bank N A | 235 | $131.6K | 0.00% | +27+13.0% | Added |
| Clean Yield Group | 245 | $137.2K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $137.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 249 | $139.4K | 0.06% | +10+4.2% | Added |
| Essential Partners LLC | 250 | $140.0K | 0.06% | −1,155−82.2% | Reduced |
| Godsey & Gibb Associates | 250 | $140.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 256 | $143.4K | 0.00% | −1−0.4% | Reduced |
| Vega Investment Solutions | 263 | $147.3K | 0.02% | +174+195.5% | Added |
| CVA Family Office, LLC | 265 | $148.4K | 0.01% | +4+1.5% | Added |
| Rossby Financial, LCC | 272 | $152.3K | 0.03% | −17−5.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 286 | $160.2K | 0.10% | −1−0.3% | Reduced |
| Banque de Luxembourg S.A. | 300 | $168.0K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 303 | $169.7K | 0.01% | −414−57.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 325 | $182.0K | 0.02% | +35+12.1% | Added |
| Whittier Trust Co | 302 | $185.4K | 0.00% | +9+3.1% | Added |
| Harbour Investments, Inc. | 332 | $186.1K | 0.00% | +2+0.6% | Added |
| Trust Point Inc. | 359 | $201.0K | 0.02% | +359 | New |
| Militia Capital Management LLC | 360 | $201.6K | 0.04% | +360 | New |
| Camden Capital, LLC | 363 | $203.3K | 0.01% | −12−3.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 365 | $204.4K | 0.00% | −23−5.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 371 | $207.5K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 371 | $207.9K | 0.01% | +371 | New |
| Capital Advisors Inc | 375 | $209.8K | 0.00% | +3+0.8% | Added |
| 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 |
| City Holding Co | 380 | $212.8K | 0.02% | −10−2.6% | Reduced |
| Empower Advisory Group, LLC | 387 | $216.7K | 0.00% | −3−0.8% | Reduced |
| D'Orazio & Associates, Inc. | 389 | $217.9K | 0.03% | +389 | New |
| Miracle Mile Advisors, LLC | 390 | $218.2K | 0.00% | −4−1.0% | Reduced |
| Catalyst Financial Partners LLC | 390 | $218.4K | 0.02% | +390 | New |
| Kestra Private Wealth Services, LLC | 390 | $218.4K | 0.00% | −9−2.3% | Reduced |
| Elyxium Wealth, LLC | 393 | $220.1K | 0.02% | +393 | New |
| CWA Asset Management Group, LLC | 394 | $220.7K | 0.01% | +394 | New |
| Grove Bank & Trust | 395 | $221.2K | 0.02% | −726−64.8% | Reduced |
| Legacy Advisors, LLC | 395 | $221.2K | 0.02% | +9+2.3% | Added |
| Sym Financial Corp | 397 | $222.3K | 0.02% | +18+4.7% | Added |
| WealthBridge Capital Management, LLC | 399 | $223.5K | 0.04% | +1+0.3% | Added |
| L2 Asset Management, LLC | 403 | $225.7K | 0.02% | +11+2.8% | Added |
| Claret Asset Management Corp | 404 | $226.0K | 0.02% | +2+0.5% | Added |
| Inscription Capital, LLC | 407 | $228.0K | 0.02% | +407 | New |
| Verus Capital Partners, LLC | 408 | $228.5K | 0.01% | +20+5.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 409 | $229.1K | 0.00% | +409 | New |
| Penserra Capital Management LLC | 413 | $230.0K | 0.00% | −11−2.6% | Reduced |
| JCIC Asset Management Inc. | 427 | $230.2K | 0.07% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 411 | $230.3K | 0.12% | −28−6.4% | Reduced |
| Venturi Wealth Management, LLC | 412 | $230.7K | 0.01% | −29−6.6% | Reduced |
| Smithfield Trust Co | 417 | $234.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Independent Financial Group, LLC | 421 | $235.8K | 0.00% | −165−28.2% | Reduced |
| Tandem Investment Advisors, Inc. | 422 | $236.3K | 0.02% | −137−24.5% | Reduced |
| Venture Visionary Partners LLC | 422 | $236.3K | 0.01% | +7+1.7% | Added |
| Williams Jones Wealth Management, LLC. | 424 | $237.5K | 0.00% | −39−8.4% | Reduced |
| Shepherd Street Advisors LLC | 382 | $237.5K | 0.21% | −24−5.9% | Reduced |
| Permanent Capital Management, LP | 432 | $241.9K | 0.03% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 433 | $242.3K | 0.12% | −458−51.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 436 | $244.2K | 0.02% | +436 | New |
| Commonwealth Financial Services, LLC | 439 | $246.0K | 0.03% | +54+14.0% | Added |
| Insigneo Advisory Services, LLC | 441 | $247.0K | 0.01% | +10+2.3% | Added |
| Wrapmanager Inc | 442 | $247.5K | 0.08% | −33−6.9% | Reduced |
| Rainey & Randall Investment Management Inc. | 445 | $249.2K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 446 | $249.8K | 0.06% | −143−24.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 447 | $250.2K | 0.00% | −184−29.2% | Reduced |
| Commerzbank Aktiengesellschaft | 449 | $251.0K | 0.01% | −230−33.9% | Reduced |
| Bridgewater Advisors Inc. | 483 | $251.1K | 0.01% | −6−1.2% | Reduced |
| Laurion Capital Management LP | 449 | $251.5K | 0.02% | +449 | New |
| Mayflower Financial Advisors, LLC | 450 | $252.0K | 0.02% | −4−0.9% | Reduced |
| Soltis Investment Advisors LLC | 451 | $252.4K | 0.01% | +451 | New |
| Arlington Partners LLC | 451 | $252.6K | 0.46% | +9+2.0% | Added |
| Waterloo Capital, L.P. | 451 | $252.7K | 0.01% | +451 | New |
| Lafayette Investments, Inc. | 459 | $257.1K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 461 | $258.2K | 0.01% | +461 | New |
| Impact Capital Partners LLC | 462 | $258.7K | 0.07% | −37−7.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 467 | $261.5K | 0.07% | −42−8.3% | Reduced |
| Chancellor Financial Group WB LP | 467 | $261.5K | 0.16% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 467 | $261.6K | 0.00% | −3−0.6% | Reduced |
| OneAscent Investment Solutions LLC | 473 | $264.9K | 0.25% | −356−42.9% | Reduced |
| Independent Advisor Alliance | 475 | $266.2K | 0.01% | +5+1.1% | Added |
| Gryphon Financial Partners LLC | 477 | $267.3K | 0.02% | −142−22.9% | Reduced |
| Howard Capital Management Inc. | 479 | $268.3K | 0.00% | +479 | New |
| CTC Alternative Strategies, Ltd. | 480 | $268.8K | 0.39% | +480 | New |
| DV Trading LLC | 482 | $269.9K | 0.02% | +482 | New |