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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 829 | $464.3K | 0.03% | −41−4.7% | Reduced |
| AdvisorShares Investments LLC | 830 | $464.8K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 831 | $465.4K | 0.01% | −438−34.5% | Reduced |
| Checchi Capital Advisers, LLC | 833 | $466.5K | 0.03% | +45+5.7% | Added |
| Ellevest, Inc. | 835 | $467.6K | 0.06% | −19−2.2% | Reduced |
| Savant Capital, LLC | 873 | $480.6K | 0.00% | +359+69.8% | Added |
| Ascent Wealth Partners, LLC | 862 | $482.8K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 866 | $485.1K | 0.02% | +386+80.4% | Added |
| Larson Financial Group LLC | 875 | $489.8K | 0.01% | +677+341.9% | Added |
| Sagespring Wealth Partners, LLC | 879 | $492.2K | 0.01% | +118+15.5% | Added |
| IFP Advisors, Inc | 891 | $499.0K | 0.01% | +511+134.5% | Added |
| World Equity Group, Inc. | 902 | $505.2K | 0.11% | +400+79.7% | Added |
| Premier Path Wealth Partners, LLC | 902 | $505.2K | 0.06% | +133+17.3% | Added |
| Equitable Holdings, Inc. | 905 | $506.8K | 0.00% | −1,631−64.3% | Reduced |
| Walleye Capital LLC | 906 | $507.4K | 0.00% | +899+12,842.9% | Added |
| Guinness Asset Management LTD | 910 | $509.6K | 0.01% | +254+38.7% | Added |
| Hamilton Capital Partners Inc. | 918 | $514.1K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 921 | $515.5K | 0.00% | +182+24.6% | Added |
| Bradley Foster & Sargent Inc | 928 | $519.7K | 0.01% | −80−7.9% | Reduced |
| Cardinal Point Capital Management, ULC | 931 | $521.4K | 0.03% | +931 | New |
| 111 Capital | 932 | $522.0K | 0.09% | +932 | New |
| Unified Investment Management | 940 | $526.4K | 0.49% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 940 | $526.4K | 0.01% | +785+506.5% | Added |
| Krilogy Financial LLC | 944 | $528.7K | 0.02% | +170+22.0% | Added |
| Ebert Capital Management Inc. | 946 | $529.8K | 0.50% | −57−5.7% | Reduced |
| Evergreen Capital Management LLC | 948 | $530.9K | 0.01% | −362−27.6% | Reduced |
| Wellspring Financial Advisors, LLC | 960 | $537.6K | 0.04% | +5+0.5% | Added |
| Driehaus Capital Management LLC | 961 | $538.2K | 0.00% | +353+58.1% | Added |
| E Fund Management Co., Ltd. | 964 | $539.9K | 0.01% | +964 | New |
| Centaurus Financial, Inc. | 966 | $541.0K | 0.02% | −99−9.3% | Reduced |
| Evercore Wealth Management, LLC | 969 | $542.7K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 969 | $542.7K | 0.05% | +24+2.5% | Added |
| Gilbert & Cook, Inc. | 976 | $546.6K | 0.06% | −134−12.1% | Reduced |
| LGT Fund Management Co Ltd. | 980 | $548.8K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 985 | $551.6K | 0.15% | +985 | New |
| Waddell & Associates, LLC | 990 | $554.4K | 0.03% | +93+10.4% | Added |
| Birinyi Associates Inc | 1,000 | $560.0K | 0.13% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $560.0K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,010 | $563.7K | 0.02% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,010 | $565.6K | 0.09% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,013 | $567.3K | 0.02% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 1,021 | $572.1K | 0.03% | −76−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,044 | $584.5K | 0.00% | −562−35.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,046 | $585.9K | 0.02% | −137−11.6% | Reduced |
| Principal Securities, Inc. | 1,048 | $587.0K | 0.01% | −133−11.3% | Reduced |
| Itau Unibanco Holding S.A. | 1,050 | $588.0K | 0.01% | −150−12.5% | Reduced |
| Crestwood Advisors Group LLC | 1,051 | $588.4K | 0.01% | +70+7.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,056 | $589.0K | 0.00% | −524−33.2% | Reduced |
| Dynasty Wealth Management, LLC | 1,052 | $589.1K | 0.00% | −1,305−55.4% | Reduced |
| Farther Finance Advisors, LLC | 1,057 | $591.9K | 0.00% | +116+12.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,059 | $593.1K | 0.01% | −3,391−76.2% | Reduced |
| BTG Pactual Asset Management US LLC | 1,070 | $599.2K | 0.04% | +426+66.1% | Added |
| AlphaGrep UK Ltd | 1,083 | $606.5K | 0.18% | +189+21.1% | Added |
| Jacobs Levy Equity Management, Inc | 1,084 | $607.1K | 0.00% | −339−23.8% | Reduced |
| BAM Wealth Management, LLC | 1,094 | $612.7K | 0.38% | −97−8.1% | Reduced |
| GWN Securities Inc. | 1,099 | $615.5K | 0.10% | +117+11.9% | Added |
| Huntington National Bank | 1,111 | $622.2K | 0.00% | +24+2.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,124 | $629.5K | 0.04% | +1,124 | New |
| Fideuram Asset Management (Ireland) dac | 1,069 | $629.6K | 0.01% | +972+1,002.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,144 | $640.9K | 0.01% | +88+8.3% | Added |
| Crestmont Private Wealth LLC | 1,158 | $648.5K | 0.18% | +25+2.2% | Added |
| Pinnacle Associates Ltd | 1,170 | $655.2K | 0.01% | −30−2.5% | Reduced |
| Oxford Asset Management LLP | 1,184 | $663.1K | 0.33% | +1,184 | New |
| TCW Group Inc | 1,196 | $669.8K | 0.00% | +21+1.8% | Added |
| Alken Asset Management Ltd. | 1,200 | $670.0K | 0.75% | +100+9.1% | Added |
| Hallmark Capital Management Inc | 1,201 | $672.6K | 0.04% | +72+6.4% | Added |
| Advisory Services Network, LLC | 1,204 | $674.1K | 0.01% | +239+24.8% | Added |
| Hardworking Capital Advisors, LLC | 1,205 | $674.9K | 0.55% | −15−1.2% | Reduced |
| Signaturefd, LLC | 1,218 | $682.3K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,222 | $684.5K | 0.13% | −88−6.7% | Reduced |
| Pallas Capital Advisors LLC | 1,230 | $689.1K | 0.02% | −276−18.3% | Reduced |
| Cypress Asset Management Inc | 1,232 | $690.0K | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,233 | $690.5K | 0.00% | +318+34.8% | Added |
| Aviso Financial Inc. | 1,234 | $691.1K | 0.02% | −111−8.3% | Reduced |
| Fortune Financial Group, Inc. | 1,237 | $692.8K | 0.54% | −4−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,238 | $693.2K | 0.10% | −506−29.0% | Reduced |
| Sig Brokerage, LP | 1,254 | $702.3K | 0.11% | +1,254 | New |
| GAMMA Investing LLC | 1,254 | $702.3K | 0.03% | +183+17.1% | Added |
| Centiva Capital, LP | 1,255 | $702.9K | 0.02% | +658+110.2% | Added |
| Intellectus Partners, LLC | 1,260 | $705.7K | 0.12% | −208−14.2% | Reduced |
| AlphaCore Capital LLC | 1,262 | $706.8K | 0.01% | +1,262 | New |
| Three Seasons Wealth, LLC | 1,269 | $710.7K | 0.06% | −467−26.9% | Reduced |
| Bridgefront Capital, LLC | 1,277 | $715.2K | 0.19% | +596+87.5% | Added |
| Quintet Private Bank (Europe) S.A. | 1,285 | $719.7K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,286 | $720.2K | 0.05% | +1,286 | New |
| Cresset Asset Management, LLC | 1,291 | $723.0K | 0.00% | +331+34.5% | Added |
| Bull Harbor Capital LLC | 1,291 | $723.0K | 0.14% | +52+4.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,298 | $726.8K | 0.04% | +298+29.8% | Added |
| Wedmont Private Capital | 1,210 | $731.9K | 0.02% | −54−4.3% | Reduced |
| Atomi Financial Group, Inc. | 1,308 | $732.6K | 0.02% | +62+5.0% | Added |
| Liberty Wealth Management LLC | 1,362 | $734.2K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,333 | $746.5K | 0.01% | −1,318−49.7% | 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 |
| Meeder Advisory Services, Inc. | 1,351 | $756.6K | 0.03% | −71−5.0% | Reduced |
| Canandaigua National Bank & Trust Co | 1,395 | $781.3K | 0.07% | +1,395 | New |
| Marks Group Wealth Management, Inc | 1,397 | $782.4K | 0.07% | +842+151.7% | Added |
| D. E. Shaw & Co., Inc. | 1,400 | $784.1K | 0.00% | +1,400 | New |
| Harbor Capital Advisors, Inc. | 1,406 | $787.0K | 0.05% | +3+0.2% | Added |
| Allworth Financial LP | 1,407 | $788.1K | 0.00% | −24−1.7% | Reduced |