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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 2,519 | $1.41M | 0.01% | +210+9.1% | Added |
| Capital Investment Advisory Services, LLC | 2,555 | $1.43M | 0.09% | −52−2.0% | Reduced |
| Bennett Selby Investments LP | 2,556 | $1.43M | 0.46% | +10.0% | Added |
| Canada Post Corp Registered Pension Plan | 2,565 | $1.44M | 0.05% | +637+33.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,575 | $1.44M | 0.00% | −941−26.8% | Reduced |
| Sumitomo Life Insurance Co | 2,580 | $1.44M | 0.02% | −156−5.7% | Reduced |
| Brown Advisory Inc | 2,610 | $1.46M | 0.00% | −278−9.6% | Reduced |
| Fisher Asset Management, LLC | 2,637 | $1.48M | 0.00% | −73−2.7% | Reduced |
| Portside Wealth Group, LLC | 2,640 | $1.48M | 0.17% | −621−19.0% | Reduced |
| Stephens Inc | 2,651 | $1.48M | 0.02% | −658−19.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,651 | $1.49M | 0.00% | +496+23.0% | Added |
| Greenleaf Trust | 2,660 | $1.49M | 0.01% | −97−3.5% | Reduced |
| Sivia Capital Partners, LLC | 2,724 | $1.53M | 0.19% | −493−15.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,748 | $1.54M | 0.01% | −803−22.6% | Reduced |
| Capital International Investors | 2,757 | $1.54M | 0.00% | −11−0.4% | Reduced |
| Empirical Finance, LLC | 2,759 | $1.55M | 0.06% | +83+3.1% | Added |
| Mattern Capital Management, LLC | 2,819 | $1.58M | 0.18% | +55+2.0% | Added |
| Sequoia Financial Advisors, LLC | 2,835 | $1.59M | 0.01% | +111+4.1% | Added |
| MUFG Securities EMEA plc | 2,849 | $1.60M | 0.02% | −163−5.4% | Reduced |
| Ostrum Asset Management | 2,874 | $1.61M | 0.08% | +496+20.9% | Added |
| Kestra Advisory Services, LLC | 2,884 | $1.62M | 0.01% | +1,962+212.8% | Added |
| Bokf, NA | 2,920 | $1.64M | 0.02% | −30−1.0% | Reduced |
| Assetmark, Inc | 2,924 | $1.64M | 0.00% | +620+26.9% | Added |
| Summit Trail Advisors, LLC | 2,935 | $1.64M | 0.02% | +214+7.9% | Added |
| Plato Investment Management Ltd | 3,008 | $1.67M | 0.10% | −790−20.8% | Reduced |
| Azzad Asset Management Inc | 3,028 | $1.70M | 0.15% | −151−4.7% | Reduced |
| Waterway Wealth Management, LLC | 3,037 | $1.70M | 0.35% | +716+30.8% | Added |
| Oppenheimer & Co Inc | 3,113 | $1.74M | 0.02% | +129+4.3% | Added |
| SBI Securities Co., Ltd. | 3,161 | $1.77M | 0.04% | +1,846+140.4% | Added |
| Ritholtz Wealth Management | 3,185 | $1.78M | 0.03% | +176+5.8% | Added |
| GWM Advisors LLC | 3,197 | $1.79M | 0.01% | +203+6.8% | Added |
| Havemeyer Place LP | 3,209 | $1.80M | 0.18% | +3,209 | New |
| Exchange Traded Concepts, LLC | 3,212 | $1.80M | 0.01% | +482+17.7% | Added |
| Fiduciary Trust Co | 3,245 | $1.82M | 0.02% | −214−6.2% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,250 | $1.82M | 0.70% | −747−18.7% | Reduced |
| Fox Run Management, L.L.C. | 3,267 | $1.83M | 0.30% | +712+27.9% | Added |
| Diversified Trust Co | 3,290 | $1.84M | 0.03% | +516+18.6% | Added |
| Spire Wealth Management | 3,297 | $1.85M | 0.06% | +3,243+6,005.6% | Added |
| RSM US Wealth Management LLC | 3,372 | $1.89M | 0.02% | +427+14.5% | Added |
| Davidson Kahn Capital Management, LLC | 3,387 | $1.90M | 0.81% | −100−2.9% | Reduced |
| Aurora Investment Managers, LLC. | 3,393 | $1.90M | 1.16% | +3,393 | New |
| Landscape Capital Management, L.L.C. | 3,436 | $1.92M | 0.12% | +1,668+94.3% | Added |
| Chilton Investment Co LLC | 3,447 | $1.93M | 0.05% | +2,878+505.8% | Added |
| Trivant Custom Portfolio Group, LLC | 3,467 | $1.94M | 1.03% | +172+5.2% | Added |
| Thrivent Financial for Lutherans | 3,469 | $1.94M | 0.00% | −169−4.6% | Reduced |
| E. Ohman J:or Asset Management AB | 3,472 | $1.94M | 0.05% | +9+0.3% | Added |
| Tema ETFs LLC | 3,486 | $1.95M | 0.06% | −120−3.3% | Reduced |
| Capital Group Private Client Services, Inc. | 3,496 | $1.96M | 0.03% | −94−2.6% | Reduced |
| Palumbo Wealth Management LLC | 3,507 | $1.96M | 0.42% | −100−2.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 3,601 | $2.02M | 0.07% | +352+10.8% | Added |
| Apollon Wealth Management, LLC | 3,670 | $2.06M | 0.02% | −23−0.6% | Reduced |
| Bitterroot Capital Advisors LLC | 3,691 | $2.07M | 1.25% | +10+0.3% | Added |
| New Mexico Educational Retirement Board | 3,700 | $2.07M | 0.05% | +200+5.7% | Added |
| Louisiana State Employees Retirement System | 3,700 | $2.07M | 0.03% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 3,700 | $2.07M | 0.04% | +3,700 | New |
| Fred Alger Management, LLC | 3,707 | $2.08M | 0.01% | +3,707 | New |
| Alamar Capital Management, LLC | 3,708 | $2.08M | 1.05% | −408−9.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,607 | $2.10M | 0.00% | +69+2.0% | Added |
| Caisse de Depot Et Placement du Quebec | 3,768 | $2.11M | 0.00% | −10,192−73.0% | Reduced |
| Midway Capital Research & Management | 3,784 | $2.12M | 1.68% | +19+0.5% | Added |
| Cumberland Partners Ltd | 3,800 | $2.13M | 0.14% | +800+26.7% | Added |
| PEAK6 LLC | 3,810 | $2.13M | 0.05% | −4,197−52.4% | Reduced |
| Maryland State Retirement & Pension System | 3,822 | $2.14M | 0.04% | +220+6.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,824 | $2.14M | 0.02% | −1,197−23.8% | Reduced |
| Gsa Capital Partners LLP | 3,826 | $2.14M | 0.14% | +3,024+377.1% | Added |
| BlueSpruce Investments, LP | 3,874 | $2.17M | 0.33% | +3,874 | New |
| EP Wealth Advisors, LLC | 3,882 | $2.17M | 0.01% | +1,730+80.4% | Added |
| Lido Advisors, LLC | 3,891 | $2.18M | 0.01% | +333+9.4% | Added |
| US Bancorp | 3,898 | $2.18M | 0.00% | +208+5.6% | Added |
| Van Eck Associates Corp | 3,946 | $2.21M | 0.00% | +8+0.2% | Added |
| MV Capital Management, Inc. | 3,977 | $2.23M | 0.20% | −222−5.3% | Reduced |
| Hartford Investment Management Co | 4,010 | $2.25M | 0.06% | −175−4.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,065 | $2.28M | 0.13% | +2,865+238.8% | Added |
| SRS Capital Advisors, Inc. | 4,085 | $2.29M | 0.02% | +2,586+172.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,135 | $2.32M | 0.01% | +405+10.9% | Added |
| Brinker Capital Investments, LLC | 4,162 | $2.33M | 0.02% | −1,042−20.0% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,265 | $2.39M | 0.07% | +320+8.1% | Added |
| Segment Wealth Management, LLC | 4,279 | $2.40M | 0.12% | +267+6.7% | Added |
| Bell Asset Management Ltd | 4,324 | $2.42M | 0.65% | −1,035−19.3% | Reduced |
| Ghe, LLC | 4,348 | $2.44M | 0.92% | −78−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,402 | $2.47M | 0.13% | +4,402 | New |
| Abn Amro Investment Solutions | 4,460 | $2.50M | 0.02% | +1,114+33.3% | Added |
| Kentucky Retirement Systems | 4,503 | $2.52M | 0.06% | +4,503 | New |
| Vident Advisory, LLC | 4,506 | $2.52M | 0.02% | −546−10.8% | Reduced |
| Vanderbilt University | 4,549 | $2.55M | 0.35% | −9−0.2% | Reduced |
| Allianz SE | 4,575 | $2.56M | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,579 | $2.56M | 0.02% | −71−1.5% | Reduced |
| Freedom Day Solutions, LLC | 4,753 | $2.66M | 0.59% | +37+0.8% | Added |
| Brevan Howard Capital Management LP | 4,771 | $2.67M | 0.04% | +4,251+817.5% | Added |
| Sanctuary Advisors, LLC | 4,795 | $2.69M | 0.01% | +403+9.2% | Added |
| Value Partners Investments Inc. | 4,804 | $2.69M | 0.19% | −45−0.9% | Reduced |
| Pictet Bank & Trust Ltd | 4,825 | $2.70M | 2.90% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,942 | $2.77M | 0.03% | +386+8.5% | Added |
| Sterling Capital Management LLC | 4,978 | $2.79M | 0.05% | −242−4.6% | Reduced |
| Saudi Central Bank | 4,990 | $2.79M | 0.04% | +2,217+79.9% | Added |
| Galaxy Digital Capital Management GP LLC | 5,000 | $2.80M | 1.68% | +5,000 | New |
| Davenport & Co LLC | 5,026 | $2.81M | 0.01% | −25−0.5% | Reduced |
| HB Wealth Management, LLC | 5,010 | $2.81M | 0.02% | −252−4.8% | Reduced |
| Horizon Investments, LLC | 5,083 | $2.85M | 0.03% | +347+7.3% | Added |
| Nomura Holdings Inc | 5,148 | $2.88M | 0.01% | +3,230+168.4% | Added |