MSCI Inc.· MSCI

🇺🇸 US · LargeSP500NYSE

Financial Services Financial - Data & Stock Exchanges Website

Price: $552.87
Day: +0.62%
Mkt Cap: $40.19B
52W Range: $501.08 – $644.77
Volume: 841.0K
Beta: 1.22

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.6 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,104 institutions hold; 510 added, 418 reduced
Insiders Q3 2026: 1 purchase ($1.0M), no sales

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MSCI Inc.

MSCI|Financial Services|Financial - Data & Stock Exchanges

Current price: $553

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

0 sellers

vs 1.2 avg per quarter

Institutional net breadth · Q2 2026

+108

633 adding vs 525 reducing

Institutional ownership · Q2 2026

93.1%

1,104 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

5.5M

-4.4%

VANGUARD CAPITAL MANAGEMENT LLC

4.6M

+0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.2M

+3.9%

BAMCO INC /NY/

3.2M

+19.5%

STATE STREET CORP

3.2M

+3.0%

MORGAN STANLEY

2.1M

-4.8%

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

1 buying8 unchanged1 selling

10 funds held MSCI in Q3 2026, holding 374.8K shares between them, up 4.9% on the quarter.

Largest fund holders

SPDR SERIES TRUST305.0K sh

NATIONWIDE MUTUAL FUNDS38.7K sh

FORUM FUNDS16.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Apr 24

Munari Alvise J.

$5.9M

Purchase · Jul 24

Fernandez Henry A

$5.4M

Purchase · Feb 13

Fernandez Henry A

$3.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MSCI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+48

Fund Flow

10% weight

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for MSCI

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q3 2026

Significant: 1 purchase totaling $1.0M (1.8K shares)

Share volume is below the historical average

Insider buying in 4 of the last 4 quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 1.2 avg per quarter

$1.0M

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, MSCI

Top 8 highest-value insider trades from the last 8 quarters

Munari Alvise J.

Chief Product Officer

Sell

9,960 shares at $592.03

≈29.7% of their stake at the time

Apr 24, 2026$5.90M

Fernandez Henry A

CEO

Buy

9,916 shares at $544.70

≈0.8% of their stake after buying

Jul 24, 2025$5.40M

Fernandez Henry A

CEO

Buy

6,000 shares at $524.18

≈0.4% of their stake after buying

Feb 13, 2026$3.15M

Fernandez Henry A

CEO

Buy

4,700 shares at $574.98

≈0.4% of their stake after buying

Feb 24, 2025$2.70M

Ashe Robert G.

Director

Buy

3,681 shares at $543.21

≈16.5% of their stake after buying

Feb 18, 2026$2.00M

Fernandez Henry A

CEO

Buy

3,190 shares at $535.51

≈0.2% of their stake after buying

Dec 5, 2025$1.71M

Pettit CD Baer

President

Sell

2,377 shares at $567.92

≈0.8% of their stake at the time

Mar 5, 2025$1.35M

Fernandez Henry A

CEO

Buy

2,400 shares at $535.11

≈0.7% of their stake after buying

Jul 24, 2025$1.28M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for MSCI

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

93.1% institutional ownership

Slight accumulation: 633 adding vs 525 reducing

13F shares increased by 4.2%, a notable change

Momentum improving from prior quarter

+108

Net breadth

633 adding vs 525 reducing

Accumulating

1.21

Add / reduce ratio

in Q2 2026

+16

New − closed

123 initiated, 107 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+633 growing-525 shrinkingNet: +108

123

510

418

107

New (123)

Increased (510)

Reduced (418)

Closed (107)

Top Institutional Holders, MSCI

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

5.5M

$3.1B

Ownership

7.49%

-4.4%

VANGUARD CAPITAL MANAGEMENT LLC

4.6M

$2.6B

Ownership

6.36%

+0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.2M

$2.3B

Ownership

5.70%

+3.9%

BAMCO INC /NY/

3.2M

$1.8B

Ownership

4.40%

+19.5%

STATE STREET CORP

3.2M

$1.8B

Ownership

4.38%

+3.0%

MORGAN STANLEY

2.1M

$1.2B

Ownership

2.92%

-4.8%

T. ROWE PRICE INVESTMENT MANAGEMENT, INC.

2.0M

$1.1B

Ownership

2.81%

+36.5%

GEODE CAPITAL MANAGEMENT, LLC

2.0M

$1.1B

Ownership

2.67%

-2.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 10 ETFs and mutual funds reporting

1 buying1 sellingNet: 0

Buying (1)

Unchanged (8)

Selling (1)

In total, funds bought 19.0K shares and sold 689 this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q3 2026

10 ETFs and mutual funds reporting

1 buying vs 1 selling (balanced)

Top Fund Holders, MSCI

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

305.0K

Weight

1.51%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

38.7K

Weight

0.01%

Jul 31, 2026Increased

FORUM FUNDS

16.7K

Weight

78.48%

Jul 31, 2026No change

MADISON FUNDS

12.7K

Weight

0.26%

Jul 31, 2026Decreased

PFS FUNDS

562

Weight

2.89%

Jul 31, 2026No change

Chesapeake Investment Trust

530

Weight

0.78%

Jul 31, 2026No change

SSGA Active Trust

296

Weight

0.00%

Jul 31, 2026No change

Northern Lights Fund Trust

232

Weight

0.00%

Jul 31, 2026No change

MSCI Inc.· MSCI

Holdings Analysis

Insider Trading Activity

1.3Transaction History179Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings171Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History179Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings171Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights