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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 482 | $270.0K | 0.01% | +14+3.0% | Added |
| AE Wealth Management LLC | 482 | $270.1K | 0.00% | −26−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 484 | $271.1K | 0.00% | +484 | New |
| New Age Alpha Advisors, LLC | 485 | $271.6K | 0.01% | −74−13.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 487 | $272.7K | 0.05% | −202−29.3% | Reduced |
| Wealth Alliance | 492 | $275.5K | 0.02% | −29−5.6% | Reduced |
| CX Institutional | 500 | $280.0K | 0.01% | −8−1.6% | Reduced |
| Blue Edge Capital, LLC | 508 | $284.5K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 510 | $285.6K | 0.02% | −6−1.2% | Reduced |
| Keel Point, LLC | 515 | $288.3K | 0.02% | +54+11.7% | Added |
| Visionary Horizons, LLC | 516 | $289.1K | 0.12% | −82−13.7% | Reduced |
| CM Wealth Advisors LLC | 524 | $293.5K | 0.05% | −9−1.7% | Reduced |
| Aprio Wealth Management, LLC | 533 | $298.4K | 0.01% | +19+3.7% | Added |
| Aaron Wealth Advisors | 540 | $302.4K | 0.02% | −318−37.1% | Reduced |
| Legacy Financial Advisors, Inc. | 541 | $303.1K | 0.04% | −1−0.2% | Reduced |
| Global Retirement Partners, LLC | 542 | $303.7K | 0.00% | +542 | New |
| Cary Street Partner Investment Advisory LLC | 544 | $304.8K | 0.06% | −24−4.2% | Reduced |
| Icon Wealth Advisors, LLC | 552 | $309.3K | 0.02% | −144−20.7% | Reduced |
| Weaver Capital Management LLC | 574 | $309.4K | 0.07% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 553 | $309.7K | 0.04% | +553 | New |
| Robertson Stephens Wealth Management, LLC | 557 | $312.0K | 0.01% | −14−2.5% | Reduced |
| Sentinus, LLC | 559 | $313.0K | 0.02% | +88+18.7% | Added |
| Connecticut Wealth Management, LLC | 561 | $314.2K | 0.01% | −38−6.3% | Reduced |
| Castleview Partners, LLC | 561 | $314.2K | 0.14% | −9−1.6% | Reduced |
| Net Worth Advisory Group | 561 | $314.4K | 0.08% | −35−5.9% | Reduced |
| Capital Advisors, Ltd. LLC | 563 | $315.0K | 0.03% | 00.0% | Unchanged |
| Weiss Asset Management LP | 564 | $315.9K | 0.00% | +564 | New |
| Fieldview Capital Management, LLC | 567 | $317.5K | 0.09% | +567 | New |
| Fenimore Asset Management Inc | 572 | $320.3K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 574 | $321.5K | 0.00% | −8,507−93.7% | Reduced |
| Axxion S.A. | 576 | $322.6K | 0.02% | +576 | New |
| Zions Bancorporation, National Association | 582 | $325.9K | 0.02% | +406+230.7% | Added |
| JSF Financial, LLC | 583 | $326.5K | 0.05% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 585 | $328.0K | 0.15% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 591 | $331.0K | 0.02% | +94+18.9% | Added |
| Meridian Wealth Management, LLC | 593 | $332.2K | 0.01% | −27−4.4% | Reduced |
| PCM Encore, LLC | 597 | $334.6K | 0.06% | −6−1.0% | Reduced |
| Sava Infond d.o.o. | 600 | $336.0K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 600 | $336.0K | 0.11% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 600 | $336.3K | 0.01% | −69−10.3% | Reduced |
| West Family Investments, Inc. | 603 | $337.7K | 0.10% | +603 | New |
| Whittier Trust Co of Nevada Inc | 561 | $341.1K | 0.01% | −17−2.9% | Reduced |
| XTX Topco Ltd | 611 | $342.2K | 0.00% | −485−44.3% | Reduced |
| Banco Santander, S.A. | 619 | $346.7K | 0.00% | +619 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 621 | $347.8K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 628 | $351.7K | 0.00% | −68−9.8% | Reduced |
| Ameritas Investment Partners, Inc. | 632 | $353.9K | 0.01% | −27−4.1% | Reduced |
| Roundview Capital LLC | 633 | $354.5K | 0.02% | −6,721−91.4% | Reduced |
| Profund Advisors LLC | 634 | $355.1K | 0.01% | −23−3.5% | Reduced |
| We Are One Seven, LLC | 638 | $357.4K | 0.01% | +203+46.7% | Added |
| Strive Financial Group ,LLC | 643 | $360.1K | 0.16% | −2,405−78.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 647 | $362.3K | 0.04% | +647 | New |
| Versant Capital Management, Inc | 648 | $362.9K | 0.03% | +75+13.1% | Added |
| Baker Tilly Wealth Management, LLC | 648 | $363.0K | 0.08% | −178−21.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 654 | $366.4K | 0.00% | −3,174−82.9% | Reduced |
| AXA S.A. | 753 | $367.5K | 0.43% | +278+58.5% | Added |
| Cigna Investments Inc | 659 | $369.0K | 0.05% | −40−5.7% | Reduced |
| Mather Group, LLC. | 663 | $371.0K | 0.00% | +17+2.6% | Added |
| Massachusetts Financial Services Co | 665 | $372.4K | 0.00% | −8−1.2% | Reduced |
| IMC-Chicago, LLC | 667 | $373.5K | 0.00% | +667 | New |
| Arkadios Wealth Advisors | 667 | $373.8K | 0.01% | −69−9.4% | Reduced |
| 71 West Capital Partners | 668 | $374.1K | 0.01% | +97+17.0% | Added |
| TownSquare Capital, LLC | 669 | $374.7K | 0.07% | −53−7.3% | Reduced |
| Proficio Capital Partners LLC | 669 | $374.8K | 0.01% | +669 | New |
| V-Square Quantitative Management LLC | 671 | $375.8K | 0.04% | −123−15.5% | Reduced |
| Sigma Planning Corp | 673 | $377.0K | 0.01% | +47+7.5% | Added |
| Clearstead Advisors, LLC | 676 | $378.8K | 0.00% | −648−48.9% | Reduced |
| ISAM Funds (UK) Ltd | 680 | $380.8K | 0.27% | +5+0.7% | Added |
| Silver Oak Securities, Inc | 680 | $380.8K | 0.02% | +680 | New |
| Ramirez Asset Management, Inc. | 686 | $384.2K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 689 | $385.9K | 0.07% | −292−29.8% | Reduced |
| Pensionmark Financial Group, LLC | 718 | $387.8K | 0.01% | +3+0.4% | Added |
| Frec Markets, Inc. | 699 | $391.5K | 0.04% | +319+83.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 708 | $396.5K | 0.01% | −472−40.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 714 | $399.9K | 0.13% | +713+71,300.0% | Added |
| StoneX Group Inc. | 689 | $404.5K | 0.02% | +689 | New |
| NorthCrest Asset Manangement, LLC | 671 | $405.1K | 0.01% | +50+8.1% | Added |
| True North Advisors, LLC | 727 | $407.1K | 0.04% | −32−4.2% | Reduced |
| Massar Capital Management, LP | 727 | $407.1K | 0.14% | +727 | New |
| Baron Wealth Management LLC | 731 | $409.6K | 0.11% | +179+32.4% | Added |
| Erste Asset Management GmbH | 744 | $414.9K | 0.00% | +656+745.5% | Added |
| Prescott Group Capital Management, L.L.C. | 744 | $416.7K | 0.04% | +15+2.1% | Added |
| George Kaiser Family Foundation | 744 | $416.7K | 0.04% | +15+2.1% | Added |
| Fifth Third Wealth Advisors LLC | 750 | $420.0K | 0.01% | −179−19.3% | Reduced |
| Marex Group plc | 751 | $420.6K | 0.00% | +751 | New |
| Perigon Wealth Management, LLC | 760 | $425.6K | 0.01% | +45+6.3% | Added |
| Union Bancaire Privee, UBP SA | 776 | $430.6K | 0.01% | −363−31.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 770 | $431.5K | 0.01% | +264+52.2% | Added |
| Warren Averett Asset Management, LLC | 772 | $432.4K | 0.00% | −58−7.0% | Reduced |
| Elk River Wealth Management, LLC | 773 | $432.9K | 0.07% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 795 | $437.2K | 0.01% | +419+111.4% | Added |
| Stevens Capital Management LP | 782 | $438.0K | 0.11% | −390−33.3% | Reduced |
| R Squared Ltd | 792 | $443.6K | 0.23% | −637−44.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 803 | $449.7K | 0.01% | +803 | New |
| Parallel Advisors, LLC | 804 | $450.4K | 0.01% | +64+8.6% | Added |
| Boit C F David | 810 | $453.6K | 0.19% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 814 | $455.9K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 815 | $456.0K | 0.00% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 826 | $462.6K | 0.26% | −113−12.0% | Reduced |
| Jump Financial, LLC | 827 | $463.2K | 0.00% | −670−44.8% | Reduced |