MSCI INC (MSCI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TOTH FINANCIAL ADVISORY CORP | $3.7M | 6,909 | 0.37% | 15q | -4.8%-$187.5K |
| Bell Asset Management Ltd | $2.5M | 4,645 | 0.90% | 14q | +7.4%+$172.9K |
| Lincoln Capital LLC | $1.1M | 2,028 | 0.19% | 7q | HELD |
| GAMMA Investing LLC | $929.2K | 1,725 | 0.03% | 12q | +37.6%+$253.7K |
| STABLEFORD CAPITAL II LLC | $917.3K | 1,703 | 0.32% | 6q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $751.4K | 1,395 | 0.07% | 17q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $687.9K | 1,277 | 0.04% | 9q | +6.3%+$40.9K |
| Wedmont Private Capital | $645.0K | 1,148 | 0.02% | 19q | -5.1%-$34.8K |
| Farther Finance Advisors, LLC | $616.0K | 1,144 | 0.00% | 16q | +8.2%+$46.8K |
| CYPRESS ASSET MANAGEMENT INC/TX | $537.6K | 998 | 0.11% | 27q | -19.0%-$126.0K |
| Ebert Capital Management Inc. | $467.6K | 868 | 0.41% | 4q | -8.2%-$42.0K |
| Fenimore Asset Management Inc | $308.1K | 572 | 0.01% | 20q | HELD |
| Versant Capital Management, Inc | $304.9K | 566 | 0.03% | 32q | -12.7%-$44.2K |
| Valeo Financial Advisors, LLC | $228.9K | 425 | 0.00% | 2q | -7.8%-$19.4K |
| RIVERSEDGE ADVISORS, LLC | $225.2K | 418 | 0.03% | new | NEW |
| Venture Visionary Partners LLC | $224.1K | 416 | 0.01% | 7q | -1.4%-$3.2K |
| Grove Bank & Trust | $207.9K | 386 | 0.02% | 26q | -2.3%-$4.8K |
| MassMutual Private Wealth & Trust, FSB | $128.7K | 239 | 0.00% | 24q | -6.6%-$9.2K |
| Wealth Enhancement Trust Services, Inc. | $73.3K | 136 | 0.01% | 4q | -51.9%-$79.2K |
| CoreCap Advisors, LLC | $55.5K | 103 | 0.00% | 11q | +221.9%+$38.2K |
| BURKETT FINANCIAL SERVICES, LLC | $25.9K | 48 | 0.01% | 2q | +200.0%+$17.3K |
| EASTERN BANK | $11.3K | 21 | 0.00% | new | NEW |
| Westwind Capital | $10.3K | 19,142 | 2.42% | 3q | -8.2% |
| GK Wealth Management LLC | $9.1K | 17 | 0.01% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $8.1K | 15 | 0.01% | 4q | +150.0%+$4.8K |
| ELEVATION WEALTH PARTNERS, LLC | $4.3K | 8 | 0.00% | 5q | -81.8%-$19.4K |
| Marquette Asset Management, LLC | $2.2K | 4 | 0.00% | 3q | HELD |
| Retirement Wealth Solutions LLC | $2.2K | 4 | 0.00% | 5q | +100.0%+$1.1K |
| Trust Co | $541 | 1 | 0.00% | 4q | HELD |
| Davis Capital Management | $539 | 1 | 0.00% | 5q | -50.0% |
| Planning Strategies Inc. | $539 | 1 | 0.00% | 2q | -50.0% |
| CX Institutional | $290 | 538 | 0.01% | 9q | +7.6% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-24 | Munari Alvise J. | Chief Product Officer | Sold | 10,000 | $5.9M ×2 |
| 2026-05-15 | Fernandez Henry A | Chairman and CEO | Bought | 4,000 | $2.2M ×7 |
| 2026-09-02 | Taneja Rajat | Director | Bought | 1,786 | $1.0M |
| 2026-06-10 | Wiechmann Andrew C. | Chief Financial Officer | Sold | 450 | $272.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $14.7M | 27,221 | 3 | 8 | 13 | 0.0% |
| Q2 2026 | 1,085 | $40.6B | 71,953,903 | 115 | 382 | 390 | 0.7% |
| Q1 2026 | 1,064 | $35.4B | 65,389,964 | 119 | 345 | 414 | 0.5% |
| Q4 2025 | 1,081 | $39.6B | 68,741,773 | 101 | 312 | 432 | 0.4% |
| Q3 2025 | 1,042 | $39.5B | 69,145,928 | 85 | 350 | 387 | 0.8% |
| Q2 2025 | 1,090 | $41.5B | 71,428,829 | 102 | 375 | 392 | 0.7% |
| Q1 2025 | 1,086 | $40.4B | 71,032,521 | 110 | 390 | 374 | 0.7% |
| Q4 2024 | 1,077 | $43.2B | 71,558,053 | 88 | 383 | 336 | 0.6% |
| Q3 2024 | 1,003 | $41.0B | 70,057,343 | 125 | 398 | 296 | 0.5% |
| Q2 2024 | 940 | $34.6B | 71,269,501 | 133 | 367 | 288 | 0.8% |
| Q1 2024 | 926 | $42.0B | 74,615,197 | 95 | 332 | 297 | 0.4% |
| Q4 2023 | 890 | $41.7B | 73,097,967 | 69 | 293 | 312 | 1.0% |
| Q3 2023 | 840 | $37.1B | 71,450,705 | 90 | 284 | 296 | 1.0% |
| Q2 2023 | 816 | $33.7B | 71,279,358 | 83 | 261 | 314 | 0.6% |
| Q1 2023 | 827 | $42.4B | 75,398,013 | 105 | 282 | 276 | 0.5% |
| Q4 2022 | 801 | $33.8B | 72,210,250 | 92 | 260 | 261 | 0.4% |
| Q3 2022 | 738 | $30.6B | 72,089,016 | 57 | 276 | 257 | 0.6% |
| Q2 2022 | 745 | $30.1B | 72,431,429 | 58 | 247 | 302 | 0.7% |
| Q1 2022 | 825 | $36.9B | 72,910,287 | 76 | 292 | 310 | 0.7% |
| Q4 2021 | 855 | $45.8B | 74,151,485 | 77 | 314 | 266 | 0.9% |
| Q3 2021 | 810 | $45.5B | 74,069,512 | 93 | 258 | 291 | 1.0% |
| Q2 2021 | 758 | $40.2B | 75,021,208 | 69 | 263 | 255 | 0.6% |
| Q1 2021 | 741 | $31.7B | 75,253,919 | 62 | 271 | 274 | 0.6% |
| Q4 2020 | 763 | $34.0B | 74,984,502 | 89 | 276 | 241 | 1.0% |
| Q3 2020 | 688 | $26.9B | 74,761,953 | 83 | 214 | 274 | 1.0% |
| Q2 2020 | 659 | $25.9B | 76,573,910 | 94 | 221 | 244 | 1.2% |
| Q1 2020 | 618 | $22.8B | 78,474,196 | 90 | 201 | 236 | 0.6% |
| Q4 2019 | 611 | $20.6B | 79,125,671 | 75 | 198 | 198 | 0.7% |
| Q3 2019 | 555 | $17.3B | 78,427,541 | 64 | 192 | 194 | 1.5% |
| Q2 2019 | 540 | $19.2B | 78,556,979 | 82 | 185 | 191 | 2.5% |
| Q1 2019 | 516 | $15.8B | 79,160,603 | 60 | 167 | 197 | 0.6% |
| Q4 2018 | 497 | $11.9B | 80,467,405 | 6 | 10 | 11 | 0.5% |