MSCINYSEServices-Business Services, NECFiscal year ends December 31
MSCI Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 20, 2026
$563.49−5.59 (-0.98%)
Close on Oct 19, 2026
- Market cap
- $41.08B
- P/E (TTM)
- 30.8
- Dividend yield
- 1.28%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.8%
67M of 73M shares
Institutional holders
1,082
123 new, 86 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
32 buys · 6 sales
Net bought $8.47M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,942,793 | 7.60% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 5,376,072 | 7.35% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 4,038,129 | 5.52% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MSCI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,468,585 | 7.52% | $3.06B | −272,217 | 0.05% |
| Vanguard Capital Management LLC | 4,644,770 | 6.39% | $2.60B | −8,306 | 0.06% |
| Vanguard Portfolio Management LLC | 4,163,745 | 5.73% | $2.33B | +139,209 | 0.11% |
| Bamco Inc /Ny/ | 3,211,753 | 4.42% | $1.80B | +512,364 | 2.70% |
| State Street Corp | 3,194,918 | 4.39% | $1.79B | +79,986 | 0.05% |
| Morgan Stanley | 2,128,743 | 2.93% | $1.19B | −116,236 | 0.06% |
| T. Rowe Price Investment Management, Inc. | 2,049,428 | 2.82% | $1.15M | +542,235 | 0.75% |
| Geode Capital Management, LLC | 1,950,086 | 2.68% | $1.09B | −49,524 | 0.06% |
| Viking Global Investors LP | 1,160,687 | 1.60% | $650.03M | New | 1.85% |
| Principal Financial Group Inc | 1,127,265 | 1.55% | $631.33M | −219,774 | 0.31% |
| PineStone Asset Management Inc. | 943,550 | 1.30% | $528.43M | −33,224 | 3.26% |
| Fiera Capital Corp | 864,977 | 1.19% | $484.42M | −116,721 | 1.76% |
| Norges Bank | 859,813 | 1.18% | $481.53M | New | 0.05% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 858,176 | 1.18% | $480.61M | +1,481 | 0.27% |
| Invesco Ltd. | 807,864 | 1.11% | $452.44M | +146,275 | 0.04% |
| Baillie Gifford & Co | 796,246 | 1.10% | $445.93M | −56,111 | 0.40% |
| Millennium Management LLC | 741,928 | 1.02% | $415.51M | +129,769 | 0.15% |
| Arrowstreet Capital, Limited Partnership | 724,058 | 1.00% | $405.50M | +98,612 | 0.18% |
| Polen Capital Management LLC | 671,797 | 0.92% | $376.23M | −257,712 | 3.24% |
| Northern Trust Corp | 671,620 | 0.92% | $376.13M | −15,389 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,082 | 67M | 92.8% | 123 / 392 | 410 / 86 | 8M | 6M |
| Q1 2026 | 1,066 | 65M | 89.6% | 129 / 361 | 432 / 131 | 14M | 8M |
| Q4 2025 | 1,081 | 69M | 94.5% | 163 / 332 | 446 / 99 | 7M | 8M |
| Q3 2025 | 1,039 | 69M | 95.6% | 94 / 375 | 407 / 127 | 7M | 10M |
| Q2 2025 | 1,087 | 72M | 98.6% | 117 / 398 | 420 / 98 | 6M | 5M |
| Q1 2025 | 1,080 | 71M | 98.1% | 121 / 405 | 384 / 92 | 7M | 8M |
| Q4 2024 | 1,070 | 72M | 99.4% | 166 / 404 | 357 / 77 | 8M | 6M |
| Q3 2024 | 998 | 70M | 96.8% | 138 / 416 | 313 / 68 | 11M | 6M |
| Q2 2024 | 936 | 72M | 98.6% | 145 / 384 | 302 / 122 | 8M | 11M |
| Q1 2024 | 920 | 75M | 100.0% | 110 / 365 | 315 / 58 | 8M | 6M |
| Q4 2023 | 879 | 73M | 100.0% | 115 / 321 | 339 / 56 | 6M | 4M |
| Q3 2023 | 831 | 71M | 98.3% | 98 / 304 | 316 / 74 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MSCI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,205,203 | 3.03% | $1.24B | 0.05% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,886,992 | 2.60% | $1.06B | 0.06% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 1,505,127 | 2.07% | $842.93M | 0.38% | Jun 30, 2026 |
| Baron Partners Fund | 1,348,361 | 1.85% | $755.14M | 4.18% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,000,966 | 1.38% | $560.58M | 0.06% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 940,249 | 1.29% | $593.65M | 0.07% | May 31, 2026 |
| Vanguard Growth Index Fund | 833,989 | 1.15% | $467.07M | 0.12% | Jun 30, 2026 |
| MidCap Fund | 733,901 | 1.01% | $419.97M | 1.82% | Jul 31, 2026 |
| Baron Generational Growth Fund | 731,989 | 1.01% | $409.94M | 19.46% | Jun 30, 2026 |
| T. Rowe Price Capital Appreciation Fund | 604,800 | 0.83% | $338.71M | 0.48% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 561,534 | 0.77% | $314.48M | 1.37% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 532,150 | 0.73% | $298.03M | 0.86% | Jun 30, 2026 |
| Baron Focused Growth Fund | 497,000 | 0.68% | $278.34M | 4.94% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 492,409 | 0.68% | $275.77M | 0.54% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 411,900 | 0.57% | $235.71M | 0.18% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Henry A. Fernandez | Chairman and CEO, Director | 3,594,869 | 4.94% | May 18, 2026 |
| CD Baer Pettit | President, Director | 471,871 | 0.65% | Jan 28, 2026 |
| Andrew C. Wiechmann | Chief Financial Officer | 22,094 | 0.03% | Jun 12, 2026 |
| Alvise J. Munari | Chief Product Officer | 23,548 | 0.03% | Apr 28, 2026 |
| Robert J. Gutowski | General Counsel | 16,485 | 0.02% | Feb 4, 2026 |
| Scott A. Crum | Chief Human Resources Officer | 16,904 | 0.02% | Feb 4, 2026 |
| Craig Jack Read | Global Controller | 2,177 | 0.00% | Feb 3, 2026 |
| Rajat Taneja | Director | 5,404 | 0.01% | Sep 4, 2026 |
| June Yang | Director | 906 | 0.00% | Sep 1, 2026 |
| Robin Matlock | Director | 2,037 | 0.00% | Sep 1, 2026 |
| Linda H. Riefler | Director | 23,570 | 0.03% | Sep 1, 2026 |
| Robert G. Ashe | Director | 23,256 | 0.03% | May 5, 2026 |
| Jacques P. Perold | Director | 6,272 | 0.01% | May 5, 2026 |
| Michelle Seitz | Director | 1,059 | 0.00% | May 5, 2026 |
| Marcus L. Smith | Director | 5,456 | 0.01% | May 5, 2026 |
| Paula Volent | Director | 4,245 | 0.01% | May 5, 2026 |
| Sandy C. Rattray | Director | 2,417 | 0.00% | May 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rajat Taneja Director | Sep 2, 2026 | Buy | +1,786 | $560.00 | $1.00M | 5,404 |
| Linda H. Riefler Director | Aug 28, 2026 | Award | +8 | – | – | 20,998 |
| June Yang Director | Aug 28, 2026 | Award | +2 | – | – | 906 |
| Robin Matlock Director | Aug 28, 2026 | Award | +6 | – | – | 2,037 |
| Andrew C. Wiechmann Chief Financial Officer | Jun 10, 2026 | Sale(10b5-1 plan) | −450 | $604.56 | $272.05K | 22,094 |
| Rajat Taneja Director | Jun 2, 2026 | Award | +42 | – | – | 3,618 |
| Linda H. Riefler Director | May 29, 2026 | Award | +7 | – | – | 20,990 |
| Robin Matlock Director | May 29, 2026 | Award | +6 | – | – | 2,031 |
| June Yang Director | May 29, 2026 | Award | +2 | – | – | 904 |
| Henry A. Fernandez Chairman and CEO, Director | May 15, 2026 | Buy | +400 | $564.42 | $225.77K | 1,731,881 |
| Henry A. Fernandez Chairman and CEO, Director | May 15, 2026 | Buy | +800 | $563.39 | $450.71K | 1,731,481 |
| Henry A. Fernandez Chairman and CEO, Director | May 15, 2026 | Buy | +1,122 | $562.47 | $631.09K | 1,730,681 |
| Henry A. Fernandez Chairman and CEO, Director | May 15, 2026 | Buy | +1,238 | $561.56 | $695.21K | 1,729,559 |
| Henry A. Fernandez Chairman and CEO, Director | May 15, 2026 | Buy | +240 | $560.28 | $134.47K | 1,728,321 |
| Henry A. Fernandez Chairman and CEO, Director | May 15, 2026 | Buy | +80 | $565.17 | $45.21K | 1,731,961 |
| Henry A. Fernandez Chairman and CEO, Director | May 15, 2026 | Buy | +120 | $559.40 | $67.13K | 1,728,081 |
| Rajat Taneja Director | May 1, 2026 | Award | +177 | – | – | 3,576 |
| Rajat Taneja Director | May 1, 2026 | Award | +388 | – | – | 3,399 |
| Robert G. Ashe Director | May 1, 2026 | Award | +490 | – | – | 966 |
| Robert G. Ashe Director | May 1, 2026 | Award | +202 | – | – | 1,168 |
| Marcus L. Smith Director | May 1, 2026 | Award | +388 | – | – | 5,444 |
| Linda H. Riefler Director | May 1, 2026 | Award | +388 | – | – | 20,983 |
| Jacques P. Perold Director | May 1, 2026 | Award | +388 | – | – | 6,272 |
| Robin Matlock Director | May 1, 2026 | Award | +388 | – | – | 2,025 |
| Sandy C. Rattray Director | May 1, 2026 | Tax withholding | −32 | – | – | 2,417 |
| Sandy C. Rattray Director | May 1, 2026 | Award | +388 | – | – | 2,805 |
| Michelle Seitz Director | May 1, 2026 | Award | +388 | – | – | 1,059 |
| Paula Volent Director | May 1, 2026 | Award | +388 | – | – | 4,245 |
| June Yang Director | May 1, 2026 | Award | +388 | – | – | 902 |
| Henry A. Fernandez Chairman and CEO, Director | Apr 28, 2026 | Gift | +75,707 | – | – | 410,776 |
| Henry A. Fernandez Chairman and CEO, Director | Apr 28, 2026 | Gift | −75,707 | – | – | 0 |
| Alvise J. Munari Chief Product Officer | Apr 24, 2026 | Sale | −40 | $593.31 | $23.73K | 23,548 |
| Alvise J. Munari Chief Product Officer | Apr 24, 2026 | Sale | −9,960 | $592.03 | $5.90M | 23,588 |
| Andrew C. Wiechmann Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −450 | $560.00 | $252.00K | 22,544 |
| Linda H. Riefler Director | Feb 27, 2026 | Award | +6 | – | – | 20,595 |
| Robin Matlock Director | Feb 27, 2026 | Award | +5 | – | – | 1,637 |
| June Yang Director | Feb 27, 2026 | Award | +1 | – | – | 514 |
| Robert G. Ashe Director | Feb 18, 2026 | Buy | +3,681 | $543.21 | $2.00M | 22,290 |
| Henry A. Fernandez Chairman and CEO, Director | Feb 17, 2026 | Buy | +360 | $519.45 | $187.00K | 1,493,647 |
| Henry A. Fernandez Chairman and CEO, Director | Feb 17, 2026 | Buy | +200 | $520.00 | $104.00K | 1,493,847 |
| Henry A. Fernandez Chairman and CEO, Director | Feb 17, 2026 | Buy | +240 | $517.32 | $124.16K | 1,493,287 |
| Henry A. Fernandez Chairman and CEO, Director | Feb 13, 2026 | Buy | +6,000 | $524.18 | $3.15M | 1,493,047 |
| Andrew C. Wiechmann Chief Financial Officer | Feb 2, 2026 | Tax withholding | −470 | $624.75 | $293.63K | 22,994 |
| Scott A. Crum Chief Human Resources Officer | Feb 2, 2026 | Tax withholding | −548 | $624.75 | $342.36K | 16,904 |
| Robert J. Gutowski General Counsel | Feb 2, 2026 | Tax withholding | −276 | $624.75 | $172.43K | 16,485 |
| Alvise J. Munari Chief Product Officer | Feb 2, 2026 | Tax withholding | −438 | $624.75 | $273.64K | 33,548 |
| Scott A. Crum Chief Human Resources Officer | Jan 30, 2026 | Award | +1,554 | – | – | 17,452 |
| Andrew C. Wiechmann Chief Financial Officer | Jan 30, 2026 | Award | +1,825 | – | – | 23,464 |
| Craig Jack Read Global Controller | Jan 30, 2026 | Award | +790 | – | – | 2,177 |
| Alvise J. Munari Chief Product Officer | Jan 30, 2026 | Award | +3,158 | – | – | 33,986 |
| Robert J. Gutowski General Counsel | Jan 30, 2026 | Award | +1,086 | – | – | 16,761 |
| Andrew C. Wiechmann Chief Financial Officer | Dec 11, 2025 | Sale(10b5-1 plan) | −450 | $550.00 | $247.50K | 21,639 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +360 | $531.98 | $191.51K | 1,477,197 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +1,043 | $534.55 | $557.54K | 1,479,364 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +1,124 | $533.12 | $599.23K | 1,478,321 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +40 | $541.90 | $21.68K | 335,069 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +240 | $540.37 | $129.69K | 335,029 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +114 | $539.35 | $61.49K | 334,789 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +80 | $537.75 | $43.02K | 334,675 |
| Henry A. Fernandez Chairman and CEO, Director | Dec 5, 2025 | Buy | +317 | $536.90 | $170.20K | 334,595 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Craig Wiechmann Andrew Officer | Oct 13, 2026 | 450 | $256.50K | Oct 12, 2026 | Restricted Stock |
| Craig Wiechmann Andrew Officer | Jun 10, 2026 | 450 | $272.05K | Jun 10, 2026 | Performance and Restricted Stock |
| J. Munari Alvise Officer | Apr 24, 2026 | 10,000 | $5.92M | Apr 24, 2026 | Restricted Stock |
| Craig Wiechmann Andrew Officer | Mar 17, 2026 | 450 | $252.00K | Mar 17, 2026 | Performance Shares |
| Craig Wiechmann Andrew Officer | Dec 11, 2025 | 450 | $247.50K | Dec 11, 2025 | Restricted Stock |
| Gutowski Robert Officer | Nov 24, 2025 | 624 | $348.45K | Nov 24, 2025 | Restricted Stock |
| Douglas Baer Pettit Carroll Officer, Director | Jun 5, 2025 | 5,000 | $2.82M | Jun 5, 2025 | Performance Shares |
| Douglas Baer Pettit Carroll Officer, Director | May 5, 2025 | 5,000 | $2.76M | May 5, 2025 | Performance Shares |
| Douglas Baer Pettit Carroll Officer, Director | Apr 4, 2025 | 5,000 | $2.62M | Apr 4, 2025 | Performance Shares |
| Douglas Baer Pettit Carroll Officer, Director | Mar 5, 2025 | 5,000 | $2.84M | Mar 5, 2025 | Performance Shares |
| Robert J. Gutowski Officer | Aug 28, 2024 | 1,816 | $1.04M | Aug 28, 2024 | RESTRICTED STOCK |
| Scott A. Crum Officer | Apr 30, 2024 | 9,000 | $4.25M | Apr 30, 2024 | PERFORMANCE SHARES |
| Robert J. Gutowski Officer | Aug 18, 2023 | 1,478 | $768.56K | Aug 18, 2023 | PERFORMANCE SHARES |
| Scott A. Crum Officer | Jul 27, 2023 | 1,800 | $1.00M | Jul 27, 2023 | PERFORMANCE SHARES |
| Scott A. Crum Officer | May 30, 2023 | 2,000 | $959.22K | May 30, 2023 | RESTRICTED STOCK |