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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 1,291 | $723.0K | 0.00% | +331+34.5% | Added |
| Prelude Capital Management, LLC | 1,286 | $720.2K | 0.05% | +1,286 | New |
| Quintet Private Bank (Europe) S.A. | 1,285 | $719.7K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,277 | $715.2K | 0.19% | +596+87.5% | Added |
| Three Seasons Wealth, LLC | 1,269 | $710.7K | 0.06% | −467−26.9% | Reduced |
| AlphaCore Capital LLC | 1,262 | $706.8K | 0.01% | +1,262 | New |
| Intellectus Partners, LLC | 1,260 | $705.7K | 0.12% | −208−14.2% | Reduced |
| Centiva Capital, LP | 1,255 | $702.9K | 0.02% | +658+110.2% | Added |
| GAMMA Investing LLC | 1,254 | $702.3K | 0.03% | +183+17.1% | Added |
| Sig Brokerage, LP | 1,254 | $702.3K | 0.11% | +1,254 | New |
| Personal Cfo Solutions, LLC | 1,238 | $693.2K | 0.10% | −506−29.0% | Reduced |
| Fortune Financial Group, Inc. | 1,237 | $692.8K | 0.54% | −4−0.3% | Reduced |
| Aviso Financial Inc. | 1,234 | $691.1K | 0.02% | −111−8.3% | Reduced |
| Guggenheim Capital LLC | 1,233 | $690.5K | 0.00% | +318+34.8% | Added |
| Cypress Asset Management Inc | 1,232 | $690.0K | 0.13% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,230 | $689.1K | 0.02% | −276−18.3% | Reduced |
| RB Capital Management, LLC | 1,222 | $684.5K | 0.13% | −88−6.7% | Reduced |
| Signaturefd, LLC | 1,218 | $682.3K | 0.01% | 00.0% | Unchanged |
| Hardworking Capital Advisors, LLC | 1,205 | $674.9K | 0.55% | −15−1.2% | Reduced |
| Advisory Services Network, LLC | 1,204 | $674.1K | 0.01% | +239+24.8% | Added |
| Hallmark Capital Management Inc | 1,201 | $672.6K | 0.04% | +72+6.4% | Added |
| Alken Asset Management Ltd. | 1,200 | $670.0K | 0.75% | +100+9.1% | Added |
| TCW Group Inc | 1,196 | $669.8K | 0.00% | +21+1.8% | Added |
| Oxford Asset Management LLP | 1,184 | $663.1K | 0.33% | +1,184 | New |
| Pinnacle Associates Ltd | 1,170 | $655.2K | 0.01% | −30−2.5% | Reduced |
| Crestmont Private Wealth LLC | 1,158 | $648.5K | 0.18% | +25+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,144 | $640.9K | 0.01% | +88+8.3% | Added |
| Fideuram Asset Management (Ireland) dac | 1,069 | $629.6K | 0.01% | +972+1,002.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,124 | $629.5K | 0.04% | +1,124 | New |
| Huntington National Bank | 1,111 | $622.2K | 0.00% | +24+2.2% | Added |
| GWN Securities Inc. | 1,099 | $615.5K | 0.10% | +117+11.9% | Added |
| BAM Wealth Management, LLC | 1,094 | $612.7K | 0.38% | −97−8.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,084 | $607.1K | 0.00% | −339−23.8% | Reduced |
| AlphaGrep UK Ltd | 1,083 | $606.5K | 0.18% | +189+21.1% | Added |
| BTG Pactual Asset Management US LLC | 1,070 | $599.2K | 0.04% | +426+66.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,059 | $593.1K | 0.01% | −3,391−76.2% | Reduced |
| Farther Finance Advisors, LLC | 1,057 | $591.9K | 0.00% | +116+12.3% | Added |
| Dynasty Wealth Management, LLC | 1,052 | $589.1K | 0.00% | −1,305−55.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,056 | $589.0K | 0.00% | −524−33.2% | Reduced |
| Crestwood Advisors Group LLC | 1,051 | $588.4K | 0.01% | +70+7.1% | Added |
| Itau Unibanco Holding S.A. | 1,050 | $588.0K | 0.01% | −150−12.5% | Reduced |
| Principal Securities, Inc. | 1,048 | $587.0K | 0.01% | −133−11.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,046 | $585.9K | 0.02% | −137−11.6% | Reduced |
| Integrated Wealth Concepts LLC | 1,044 | $584.5K | 0.00% | −562−35.0% | Reduced |
| Evolve Private Wealth, LLC | 1,021 | $572.1K | 0.03% | −76−6.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,013 | $567.3K | 0.02% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,010 | $565.6K | 0.09% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,010 | $563.7K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $560.0K | 0.07% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,000 | $560.0K | 0.13% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 990 | $554.4K | 0.03% | +93+10.4% | Added |
| Aigen Investment Management, LP | 985 | $551.6K | 0.15% | +985 | New |
| LGT Fund Management Co Ltd. | 980 | $548.8K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 976 | $546.6K | 0.06% | −134−12.1% | 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 |
| Centaurus Financial, Inc. | 966 | $541.0K | 0.02% | −99−9.3% | Reduced |
| E Fund Management Co., Ltd. | 964 | $539.9K | 0.01% | +964 | New |
| Driehaus Capital Management LLC | 961 | $538.2K | 0.00% | +353+58.1% | Added |
| Wellspring Financial Advisors, LLC | 960 | $537.6K | 0.04% | +5+0.5% | Added |
| Evergreen Capital Management LLC | 948 | $530.9K | 0.01% | −362−27.6% | Reduced |
| Ebert Capital Management Inc. | 946 | $529.8K | 0.50% | −57−5.7% | Reduced |
| Krilogy Financial LLC | 944 | $528.7K | 0.02% | +170+22.0% | Added |
| Ronald Blue Trust, Inc. | 940 | $526.4K | 0.01% | +785+506.5% | Added |
| Unified Investment Management | 940 | $526.4K | 0.49% | 00.0% | Unchanged |
| 111 Capital | 932 | $522.0K | 0.09% | +932 | New |
| Cardinal Point Capital Management, ULC | 931 | $521.4K | 0.03% | +931 | New |
| Bradley Foster & Sargent Inc | 928 | $519.7K | 0.01% | −80−7.9% | Reduced |
| Resources Investment Advisors, LLC. | 921 | $515.5K | 0.00% | +182+24.6% | Added |
| Hamilton Capital Partners Inc. | 918 | $514.1K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 910 | $509.6K | 0.01% | +254+38.7% | Added |
| Walleye Capital LLC | 906 | $507.4K | 0.00% | +899+12,842.9% | Added |
| Equitable Holdings, Inc. | 905 | $506.8K | 0.00% | −1,631−64.3% | Reduced |
| Premier Path Wealth Partners, LLC | 902 | $505.2K | 0.06% | +133+17.3% | Added |
| World Equity Group, Inc. | 902 | $505.2K | 0.11% | +400+79.7% | Added |
| IFP Advisors, Inc | 891 | $499.0K | 0.01% | +511+134.5% | Added |
| Sagespring Wealth Partners, LLC | 879 | $492.2K | 0.01% | +118+15.5% | Added |
| Larson Financial Group LLC | 875 | $489.8K | 0.01% | +677+341.9% | Added |
| Rothschild Investment LLC | 866 | $485.1K | 0.02% | +386+80.4% | Added |
| Ascent Wealth Partners, LLC | 862 | $482.8K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 873 | $480.6K | 0.00% | +359+69.8% | Added |
| Ellevest, Inc. | 835 | $467.6K | 0.06% | −19−2.2% | Reduced |
| Checchi Capital Advisers, LLC | 833 | $466.5K | 0.03% | +45+5.7% | Added |
| Savvy Advisors, Inc. | 831 | $465.4K | 0.01% | −438−34.5% | Reduced |
| AdvisorShares Investments LLC | 830 | $464.8K | 0.06% | 00.0% | Unchanged |
| Trust Asset Management LLC | 829 | $464.3K | 0.03% | −41−4.7% | Reduced |
| Jump Financial, LLC | 827 | $463.2K | 0.00% | −670−44.8% | Reduced |
| Salvus Wealth Management, LLC | 826 | $462.6K | 0.26% | −113−12.0% | Reduced |
| Employees Retirement System of Texas | 815 | $456.0K | 0.00% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 814 | $455.9K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 810 | $453.6K | 0.19% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 804 | $450.4K | 0.01% | +64+8.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 803 | $449.7K | 0.01% | +803 | New |
| R Squared Ltd | 792 | $443.6K | 0.23% | −637−44.6% | Reduced |
| Stevens Capital Management LP | 782 | $438.0K | 0.11% | −390−33.3% | Reduced |
| J. Safra Sarasin Holding AG | 795 | $437.2K | 0.01% | +419+111.4% | Added |
| Elk River Wealth Management, LLC | 773 | $432.9K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 772 | $432.4K | 0.00% | −58−7.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 770 | $431.5K | 0.01% | +264+52.2% | Added |
| Union Bancaire Privee, UBP SA | 776 | $430.6K | 0.01% | −363−31.9% | Reduced |