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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 1,408 | $789.0K | 0.01% | +70+5.2% | Added |
| MidFirst Bank | 1,421 | $795.8K | 0.06% | +19+1.4% | Added |
| Citizens Financial Group Inc | 1,428 | $799.9K | 0.01% | +159+12.5% | Added |
| Intesa Sanpaolo S.p.A. | 1,471 | $823.8K | 0.03% | +1,471 | New |
| Advisory Advocates, LLC | 1,472 | $824.2K | 0.71% | −53−3.5% | Reduced |
| Ascent Group, LLC | 1,478 | $827.9K | 0.02% | +390+35.8% | Added |
| Marshall Wace, LLP | 1,480 | $828.9K | 0.00% | +1,480 | New |
| NBC Securities, Inc. | 1,493 | $836.1K | 0.06% | +446+42.6% | Added |
| King Luther Capital Management Corp | 1,495 | $837.3K | 0.00% | −42−2.7% | Reduced |
| SFMG, LLC | 1,500 | $840.2K | 0.05% | +1+0.1% | Added |
| Boothbay Fund Management, LLC | 1,507 | $844.0K | 0.02% | +609+67.8% | Added |
| Snowden Capital Advisors LLC | 1,527 | $855.2K | 0.02% | +15+1.0% | Added |
| Virtu Financial LLC | 1,530 | $856.0K | 0.03% | −7,328−82.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,529 | $856.3K | 0.01% | +77+5.3% | Added |
| Park Avenue Securities LLC | 1,553 | $870.0K | 0.01% | −44−2.8% | Reduced |
| Groupama Asset Managment | 1,562 | $873.2K | 0.01% | +4+0.3% | Added |
| Donaldson Capital Management, LLC | 1,572 | $880.4K | 0.03% | −69−4.2% | Reduced |
| Hantz Financial Services, Inc. | 1,574 | $882.0K | 0.01% | +41+2.7% | Added |
| Coldstream Capital Management Inc | 1,595 | $893.3K | 0.01% | +137+9.4% | Added |
| Benin Management CORP | 1,598 | $894.9K | 0.18% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,598 | $894.9K | 0.05% | +401+33.5% | Added |
| Brighton Jones LLC | 1,605 | $898.8K | 0.02% | −339−17.4% | Reduced |
| Cambria Investment Management, L.P. | 1,606 | $899.4K | 0.04% | +1,086+208.8% | Added |
| Agf Management Ltd | 1,611 | $902.2K | 0.00% | +1,611 | New |
| Concurrent Investment Advisors, LLC | 1,619 | $906.7K | 0.01% | +158+10.8% | Added |
| LMR Partners LLP | 1,622 | $908.4K | 0.01% | +1,622 | New |
| Tower Research Capital LLC (TRC) | 1,644 | $920.7K | 0.02% | −1,340−44.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,672 | $923.8K | 0.02% | +480+40.3% | Added |
| Mission Wealth Management, LP | 1,666 | $933.5K | 0.01% | +250+17.7% | Added |
| Ballentine Partners, LLC | 1,667 | $933.6K | 0.01% | +35+2.1% | Added |
| TD Waterhouse Canada Inc. | 1,624 | $945.5K | 0.00% | +872+116.0% | Added |
| Cabot Wealth Management Inc | 1,689 | $945.9K | 0.10% | −789−31.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,694 | $948.8K | 0.08% | −52−3.0% | Reduced |
| Balyasny Asset Management LLC | 1,704 | $954.3K | 0.00% | +1,646+2,837.9% | Added |
| Gen-Wealth Partners Inc | 1,708 | $956.7K | 0.27% | +21+1.2% | Added |
| Stableford Capital II LLC | 1,709 | $957.1K | 0.33% | −24−1.4% | Reduced |
| Inspire Advisors, LLC | 1,726 | $966.8K | 0.07% | +1,281+287.9% | Added |
| Syon Capital LLC | 1,730 | $968.9K | 0.04% | −7−0.4% | Reduced |
| Norden Group LLC | 1,730 | $969.5K | 0.08% | −2,488−59.0% | Reduced |
| Graham Capital Management, L.P. | 1,735 | $971.7K | 0.03% | −966−35.8% | Reduced |
| Quadrant Capital Group LLC | 1,735 | $972.2K | 0.03% | +138+8.6% | Added |
| Metis Global Partners, LLC | 1,745 | $977.3K | 0.02% | −365−17.3% | Reduced |
| Atlantic Union Bankshares Corp | 1,763 | $987.4K | 0.02% | −48−2.7% | Reduced |
| Verdence Capital Advisors LLC | 1,774 | $993.6K | 0.05% | −1,297−42.2% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.01M | 0.05% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,816 | $1.02M | 0.02% | −13−0.7% | Reduced |
| Fulcrum Asset Management LLP | 1,831 | $1.02M | 0.10% | −217−10.6% | Reduced |
| Vise Technologies, Inc. | 1,825 | $1.02M | 0.01% | +502+37.9% | Added |
| Summit Financial, LLC | 1,826 | $1.02M | 0.01% | +48+2.7% | Added |
| Natural Investments, LLC | 1,845 | $1.03M | 0.23% | +381+26.0% | Added |
| Simplex Trading, LLC | 1,855 | $1.04M | 0.03% | +1,235+199.2% | Added |
| Change Path, LLC | 1,867 | $1.05M | 0.02% | −274−12.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,869 | $1.05M | 0.06% | −110−5.6% | Reduced |
| CAPROCK Group, Inc. | 1,874 | $1.05M | 0.02% | −476−20.3% | Reduced |
| Ducere Wealth Management LLC | 1,881 | $1.05M | 0.32% | +514+37.6% | Added |
| Diametric Capital, LP | 1,887 | $1.06M | 0.11% | +1,887 | New |
| Buckingham Strategic Partners | 1,908 | $1.07M | 0.01% | −573−23.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,921 | $1.08M | 0.07% | −347−15.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,938 | $1.09M | 0.06% | +18+0.9% | Added |
| Osmosis Investment Management UK Ltd | 1,952 | $1.09M | 0.05% | −1,960−50.1% | Reduced |
| Greenline Partners, LLC | 1,984 | $1.11M | 0.11% | +1,984 | New |
| Limestone Investment Advisors LP | 2,000 | $1.12M | 0.56% | 00.0% | Unchanged |
| Ulysses Management LLC | 2,000 | $1.12M | 0.39% | +2,000 | New |
| Wellington Grp LLC | 2,004 | $1.12M | 0.30% | +357+21.7% | Added |
| QRG Capital Management, Inc. | 2,007 | $1.12M | 0.01% | +233+13.1% | Added |
| Lincoln Capital LLC | 2,022 | $1.13M | 0.20% | −96−4.5% | Reduced |
| Boreal Capital Management LLC | 2,024 | $1.13M | 0.84% | −201−9.0% | Reduced |
| Diversify Wealth Management, LLC | 1,989 | $1.14M | 0.02% | −170−7.9% | Reduced |
| Diversify Advisory Services, LLC | 1,989 | $1.14M | 0.02% | +1,989 | New |
| ProVise Management Group, LLC | 2,049 | $1.15M | 0.08% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,074 | $1.16M | 0.15% | −7,450−78.2% | Reduced |
| Redwood Investment Management, LLC | 2,096 | $1.17M | 0.12% | +166+8.6% | Added |
| Hillsdale Investment Management Inc. | 2,100 | $1.18M | 0.03% | +150+7.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,105 | $1.18M | 0.04% | +20+1.0% | Added |
| North Dakota State Investment Board | 2,121 | $1.19M | 0.05% | +17+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,133 | $1.19M | 0.01% | −390−15.5% | Reduced |
| Dakota Wealth Management | 2,159 | $1.21M | 0.02% | +57+2.7% | Added |
| Blair William & Co | 2,167 | $1.21M | 0.00% | +1,203+124.8% | Added |
| Laird Norton Trust Company, LLC | 2,179 | $1.22M | 0.02% | −66−2.9% | Reduced |
| Securian Asset Management, Inc | 1,943 | $1.22M | 0.04% | −100−4.9% | Reduced |
| Midwest Trust Co | 2,183 | $1.22M | 0.01% | −95−4.2% | Reduced |
| Ci Investments Inc. | 2,183 | $1.22M | 0.00% | +1,579+261.4% | Added |
| MUFG Securities Americas Inc. | 2,193 | $1.23M | 0.06% | +160+7.9% | Added |
| Picton Mahoney Asset Management | 2,229 | $1.25M | 0.01% | +2,229 | New |
| Advocacy Wealth Management Services, LLC | 2,256 | $1.26M | 0.05% | +568+33.6% | Added |
| Brown Brothers Harriman & Co | 2,259 | $1.27M | 0.01% | +539+31.3% | Added |
| Malaga Cove Capital, LLC | 2,272 | $1.27M | 0.41% | −157−6.5% | Reduced |
| PFG Advisors | 2,278 | $1.28M | 0.06% | −425−15.7% | Reduced |
| EFG International AG | 2,282 | $1.28M | 0.02% | −518−18.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,334 | $1.31M | 0.02% | −18−0.8% | Reduced |
| Keybank National Association | 2,362 | $1.32M | 0.00% | +214+10.0% | Added |
| Third View Private Wealth, LLC | 2,406 | $1.35M | 0.17% | −163−6.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,410 | $1.35M | 0.08% | −154−6.0% | Reduced |
| Vestcor Inc | 2,424 | $1.36M | 0.03% | +973+67.1% | Added |
| Commonwealth Equity Services, LLC | 2,425 | $1.36M | 0.00% | −677−21.8% | Reduced |
| Walleye Trading LLC | 2,448 | $1.37M | 0.02% | +2,345+2,276.7% | Added |
| DB Fitzpatrick & Co, Inc | 2,477 | $1.39M | 1.12% | −50−2.0% | Reduced |
| K.J. Harrison & Partners Inc | 2,484 | $1.39M | 0.20% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 2,505 | $1.40M | 0.05% | +105+4.4% | Added |
| Decatur Capital Management, Inc. | 2,516 | $1.41M | 0.48% | +2,516 | New |