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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 760 | $425.6K | 0.01% | +45+6.3% | Added |
| Marex Group plc | 751 | $420.6K | 0.00% | +751 | New |
| Fifth Third Wealth Advisors LLC | 750 | $420.0K | 0.01% | −179−19.3% | Reduced |
| 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 |
| Erste Asset Management GmbH | 744 | $414.9K | 0.00% | +656+745.5% | Added |
| Baron Wealth Management LLC | 731 | $409.6K | 0.11% | +179+32.4% | 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 |
| NorthCrest Asset Manangement, LLC | 671 | $405.1K | 0.01% | +50+8.1% | Added |
| StoneX Group Inc. | 689 | $404.5K | 0.02% | +689 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 714 | $399.9K | 0.13% | +713+71,300.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 708 | $396.5K | 0.01% | −472−40.0% | Reduced |
| Frec Markets, Inc. | 699 | $391.5K | 0.04% | +319+83.9% | Added |
| Pensionmark Financial Group, LLC | 718 | $387.8K | 0.01% | +3+0.4% | Added |
| Alliance Wealth Advisors, LLC | 689 | $385.9K | 0.07% | −292−29.8% | Reduced |
| Ramirez Asset Management, Inc. | 686 | $384.2K | 0.04% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 680 | $380.8K | 0.27% | +5+0.7% | Added |
| Silver Oak Securities, Inc | 680 | $380.8K | 0.02% | +680 | New |
| Clearstead Advisors, LLC | 676 | $378.8K | 0.00% | −648−48.9% | Reduced |
| Sigma Planning Corp | 673 | $377.0K | 0.01% | +47+7.5% | Added |
| V-Square Quantitative Management LLC | 671 | $375.8K | 0.04% | −123−15.5% | Reduced |
| Proficio Capital Partners LLC | 669 | $374.8K | 0.01% | +669 | New |
| TownSquare Capital, LLC | 669 | $374.7K | 0.07% | −53−7.3% | Reduced |
| 71 West Capital Partners | 668 | $374.1K | 0.01% | +97+17.0% | Added |
| Arkadios Wealth Advisors | 667 | $373.8K | 0.01% | −69−9.4% | Reduced |
| IMC-Chicago, LLC | 667 | $373.5K | 0.00% | +667 | New |
| Massachusetts Financial Services Co | 665 | $372.4K | 0.00% | −8−1.2% | Reduced |
| Mather Group, LLC. | 663 | $371.0K | 0.00% | +17+2.6% | Added |
| Cigna Investments Inc | 659 | $369.0K | 0.05% | −40−5.7% | Reduced |
| AXA S.A. | 753 | $367.5K | 0.43% | +278+58.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 654 | $366.4K | 0.00% | −3,174−82.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 648 | $363.0K | 0.08% | −178−21.5% | Reduced |
| Versant Capital Management, Inc | 648 | $362.9K | 0.03% | +75+13.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 647 | $362.3K | 0.04% | +647 | New |
| Strive Financial Group ,LLC | 643 | $360.1K | 0.16% | −2,405−78.9% | Reduced |
| We Are One Seven, LLC | 638 | $357.4K | 0.01% | +203+46.7% | Added |
| Profund Advisors LLC | 634 | $355.1K | 0.01% | −23−3.5% | Reduced |
| Roundview Capital LLC | 633 | $354.5K | 0.02% | −6,721−91.4% | Reduced |
| Ameritas Investment Partners, Inc. | 632 | $353.9K | 0.01% | −27−4.1% | Reduced |
| Scotia Capital Inc. | 628 | $351.7K | 0.00% | −68−9.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 621 | $347.8K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 619 | $346.7K | 0.00% | +619 | New |
| XTX Topco Ltd | 611 | $342.2K | 0.00% | −485−44.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 561 | $341.1K | 0.01% | −17−2.9% | Reduced |
| West Family Investments, Inc. | 603 | $337.7K | 0.10% | +603 | New |
| Potomac Fund Management Inc | 600 | $336.3K | 0.01% | −69−10.3% | 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 |
| PCM Encore, LLC | 597 | $334.6K | 0.06% | −6−1.0% | Reduced |
| Meridian Wealth Management, LLC | 593 | $332.2K | 0.01% | −27−4.4% | Reduced |
| Parcion Private Wealth LLC | 591 | $331.0K | 0.02% | +94+18.9% | Added |
| Citadel Investment Advisory, Inc. | 585 | $328.0K | 0.15% | 00.0% | Unchanged |
| JSF Financial, LLC | 583 | $326.5K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 582 | $325.9K | 0.02% | +406+230.7% | Added |
| Axxion S.A. | 576 | $322.6K | 0.02% | +576 | New |
| Voloridge Investment Management, LLC | 574 | $321.5K | 0.00% | −8,507−93.7% | Reduced |
| Fenimore Asset Management Inc | 572 | $320.3K | 0.01% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 567 | $317.5K | 0.09% | +567 | New |
| Weiss Asset Management LP | 564 | $315.9K | 0.00% | +564 | New |
| Capital Advisors, Ltd. LLC | 563 | $315.0K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 561 | $314.4K | 0.08% | −35−5.9% | Reduced |
| 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 |
| Sentinus, LLC | 559 | $313.0K | 0.02% | +88+18.7% | Added |
| Robertson Stephens Wealth Management, LLC | 557 | $312.0K | 0.01% | −14−2.5% | Reduced |
| Almanack Investment Partners, LLC. | 553 | $309.7K | 0.04% | +553 | New |
| Weaver Capital Management LLC | 574 | $309.4K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 552 | $309.3K | 0.02% | −144−20.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 544 | $304.8K | 0.06% | −24−4.2% | Reduced |
| Global Retirement Partners, LLC | 542 | $303.7K | 0.00% | +542 | New |
| Legacy Financial Advisors, Inc. | 541 | $303.1K | 0.04% | −1−0.2% | Reduced |
| Aaron Wealth Advisors | 540 | $302.4K | 0.02% | −318−37.1% | Reduced |
| Aprio Wealth Management, LLC | 533 | $298.4K | 0.01% | +19+3.7% | Added |
| CM Wealth Advisors LLC | 524 | $293.5K | 0.05% | −9−1.7% | Reduced |
| Visionary Horizons, LLC | 516 | $289.1K | 0.12% | −82−13.7% | Reduced |
| Keel Point, LLC | 515 | $288.3K | 0.02% | +54+11.7% | Added |
| PDS Planning, Inc | 510 | $285.6K | 0.02% | −6−1.2% | Reduced |
| Blue Edge Capital, LLC | 508 | $284.5K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 500 | $280.0K | 0.01% | −8−1.6% | Reduced |
| Wealth Alliance | 492 | $275.5K | 0.02% | −29−5.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 487 | $272.7K | 0.05% | −202−29.3% | Reduced |
| New Age Alpha Advisors, LLC | 485 | $271.6K | 0.01% | −74−13.2% | Reduced |
| Axxcess Wealth Management, LLC | 484 | $271.1K | 0.00% | +484 | New |
| AE Wealth Management LLC | 482 | $270.1K | 0.00% | −26−5.1% | Reduced |
| Daymark Wealth Partners, LLC | 482 | $270.0K | 0.01% | +14+3.0% | Added |
| DV Trading LLC | 482 | $269.9K | 0.02% | +482 | New |
| CTC Alternative Strategies, Ltd. | 480 | $268.8K | 0.39% | +480 | New |
| Howard Capital Management Inc. | 479 | $268.3K | 0.00% | +479 | New |
| Gryphon Financial Partners LLC | 477 | $267.3K | 0.02% | −142−22.9% | Reduced |
| Independent Advisor Alliance | 475 | $266.2K | 0.01% | +5+1.1% | Added |
| OneAscent Investment Solutions LLC | 473 | $264.9K | 0.25% | −356−42.9% | Reduced |
| London & Capital Asset Management Ltd | 467 | $261.6K | 0.00% | −3−0.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 467 | $261.5K | 0.07% | −42−8.3% | Reduced |
| Chancellor Financial Group WB LP | 467 | $261.5K | 0.16% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 462 | $258.7K | 0.07% | −37−7.4% | Reduced |
| Valeo Financial Advisors, LLC | 461 | $258.2K | 0.01% | +461 | New |
| Lafayette Investments, Inc. | 459 | $257.1K | 0.05% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 451 | $252.7K | 0.01% | +451 | New |
| Arlington Partners LLC | 451 | $252.6K | 0.46% | +9+2.0% | Added |