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, Q1 2025
Institutional positions in MSCI Inc. as of Mar 31, 2025. 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
- 1,082
- +30 vs. Q4 2024
- Shares held
- 71.1M
- +95.3K (+0.1%) vs. Q4 2024
- Total value
- $40.2B
- −$2.21B (−5.2%) vs. Q4 2024
- New holders
- 121
- 404 more added
- Sold out
- 91
- 385 more reduced
19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,376,852 | $5.30B | 0.10% | +518,833+5.9% | Added |
| BlackRock, Inc. | 5,984,684 | $3.38B | 0.07% | +41,805+0.7% | Added |
| State Street Corp | 3,235,764 | $1.83B | 0.08% | +16,748+0.5% | Added |
| Edgewood Management LLC | 2,256,142 | $1.28B | 4.44% | +223,708+11.0% | Added |
| Bamco Inc | 2,071,653 | $1.17B | 3.44% | −60,278−2.8% | Reduced |
| Geode Capital Management, LLC | 1,959,189 | $1.11B | 0.09% | +61,733+3.3% | Added |
| Polen Capital Management LLC | 1,868,138 | $1.06B | 3.32% | −164,100−8.1% | Reduced |
| Principal Financial Group Inc | 1,626,923 | $920.0M | 0.52% | +13,918+0.9% | Added |
| Morgan Stanley | 1,180,785 | $667.7M | 0.05% | −687,857−36.8% | Reduced |
| Massachusetts Financial Services Co | 1,067,120 | $603.5M | 0.20% | −165,236−13.4% | Reduced |
| American Century Companies Inc | 1,008,778 | $570.5M | 0.35% | +19,846+2.0% | Added |
| Norges Bank | 953,639 | $539.3M | 0.08% | −62,905−6.2% | Reduced |
| Fiera Capital Corp | 949,168 | $536.8M | 1.94% | −199,447−17.4% | Reduced |
| Nordea Investment Management AB | 821,878 | $459.2M | 0.48% | −46,416−5.3% | Reduced |
| Northern Trust Corp | 804,640 | $455.0M | 0.07% | +20,150+2.6% | Added |
| StonePine Asset Management Inc. | 795,657 | $449.9M | 3.40% | +226,283+39.7% | Added |
| Two Sigma Advisers, LP | 762,700 | $431.3M | 0.97% | +337,200+79.2% | Added |
| Arrowstreet Capital, Limited Partnership | 737,683 | $417.2M | 0.34% | +230,270+45.4% | Added |
| Millennium Management LLC | 690,295 | $390.4M | 0.38% | +423,944+159.2% | Added |
| FMR LLC | 680,719 | $384.9M | 0.02% | −172,733−20.2% | Reduced |
| AQR Capital Management LLC | 660,690 | $366.0M | 0.38% | +515,713+355.7% | Added |
| Brown Advisory Inc | 640,642 | $362.3M | 0.52% | −188,067−22.7% | Reduced |
| JPMorgan Chase & Co | 615,770 | $348.2M | 0.03% | +47,936+8.4% | Added |
| Bessemer Group Inc | 590,892 | $334.1M | 0.60% | +3,335+0.6% | Added |
| Bank of America Corp | 567,727 | $321.0M | 0.03% | +110,925+24.3% | Added |
| Amundi | 583,155 | $317.3M | 0.12% | +114,913+24.5% | Added |
| Legal & General Group Plc | 554,266 | $313.4M | 0.09% | +23,107+4.4% | Added |
| Invesco Ltd. | 550,324 | $311.2M | 0.06% | +71,001+14.8% | Added |
| Evergreen Quality Fund GP, Ltd. | 549,753 | $310.9M | 11.62% | −39,747−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 516,095 | $291.9M | 0.05% | +18,169+3.6% | Added |
| Bank of New York Mellon Corp | 506,106 | $286.2M | 0.06% | −11,663−2.3% | Reduced |
| UBS Asset Management Americas Inc | 499,001 | $282.2M | 0.07% | +21,967+4.6% | Added |
| Royal Bank of Canada | 483,873 | $273.6M | 0.06% | +134,303+38.4% | Added |
| UBS Group AG | 481,629 | $272.4M | 0.06% | +100,270+26.3% | Added |
| Deutsche Bank AG | 458,488 | $259.3M | 0.10% | −16,828−3.5% | Reduced |
| Macquarie Group Ltd | 448,106 | $253.4M | 0.31% | +61,169+15.8% | Added |
| Capital International Investors | 446,033 | $252.2M | 0.05% | −79,045−15.1% | Reduced |
| Franklin Resources Inc | 432,300 | $244.5M | 0.07% | −123,193−22.2% | Reduced |
| Two Sigma Investments, LP | 421,649 | $238.4M | 0.52% | +164,598+64.0% | Added |
| Russell Investments Group, Ltd. | 408,142 | $230.6M | 0.32% | +68,616+20.2% | Added |
| Mackenzie Financial Corp | 400,781 | $226.6M | 0.32% | −18,648−4.4% | Reduced |
| Barclays PLC | 398,187 | $225.2M | 0.10% | −30,925−7.2% | Reduced |
| Neuberger Berman Group LLC | 389,018 | $220.0M | 0.18% | −12,557−3.1% | Reduced |
| Goldman Sachs Group Inc | 388,501 | $219.7M | 0.04% | +11,877+3.2% | Added |
| Clearbridge Investments, LLC | 377,186 | $213.3M | 0.19% | +100,889+36.5% | Added |
| Temasek Holdings (Private) Ltd | 368,627 | $208.5M | 0.84% | +91,195+32.9% | Added |
| Storebrand Asset Management AS | 322,535 | $182.4M | 0.59% | −5,063−1.5% | Reduced |
| HSBC Holdings PLC | 287,196 | $161.7M | 0.11% | +60,533+26.7% | Added |
| Man Group plc | 283,090 | $160.1M | 0.48% | +102,057+56.4% | Added |
| Dimensional Fund Advisors LP | 270,795 | $153.1M | 0.04% | +3,746+1.4% | Added |
| Alliancebernstein L.P. | 257,283 | $145.5M | 0.05% | +8,248+3.3% | Added |
| Price T Rowe Associates Inc | 254,903 | $144.1M | 0.02% | −31,283−10.9% | Reduced |
| Champlain Investment Partners, LLC | 249,010 | $140.8M | 1.02% | +114,160+84.7% | Added |
| Assenagon Asset Management S.A. | 231,094 | $130.7M | 0.23% | +56,112+32.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 231,001 | $130.2M | 0.42% | +230,966+659,902.9% | Added |
| Envestnet Asset Management Inc | 227,260 | $128.5M | 0.04% | −45,489−16.7% | Reduced |
| Squarepoint Ops LLC | 223,332 | $126.3M | 0.31% | +217,748+3,899.5% | Added |
| Wellington Management Group LLP | 220,557 | $124.7M | 0.02% | −29,502−11.8% | Reduced |
| Wells Fargo & Company | 217,310 | $122.9M | 0.03% | −6,630−3.0% | Reduced |
| Flossbach Von Storch AG | 215,599 | $121.9M | 0.53% | −78,373−26.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 211,154 | $119.4M | 0.47% | +211,154 | New |
| Nuveen, LLC | 208,451 | $117.9M | 0.04% | +208,451 | New |
| Findlay Park Partners LLP | 206,400 | $116.7M | 1.20% | +2,800+1.4% | Added |
| EULAV Asset Management | 203,958 | $115.3M | 2.85% | 00.0% | Unchanged |
| Gobi Capital LLC | 203,515 | $115.1M | 6.55% | +203,515 | New |
| Raymond James Financial Inc | 201,500 | $113.9M | 0.04% | −106,834−34.6% | Reduced |
| Prudential Financial Inc | 197,376 | $111.6M | 0.16% | −16,047−7.5% | Reduced |
| Voya Investment Management LLC | 193,261 | $109.1M | 0.12% | −8,662−4.3% | Reduced |
| Canoe Financial LP | 192,731 | $109.0M | 1.75% | +6,600+3.5% | Added |
| California Public Employees Retirement System | 188,608 | $106.7M | 0.07% | −93,221−33.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 188,234 | $106.4M | 0.26% | +8,078+4.5% | Added |
| Bowie Capital Management, LLC | 186,470 | $105.4M | 5.34% | +23,504+14.4% | Added |
| Qube Research & Technologies Ltd | 184,530 | $104.4M | 0.16% | −53,188−22.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 180,249 | $101.9M | 0.07% | +3,787+2.1% | Added |
| BNP Paribas Arbitrage, SA | 180,063 | $101.8M | 0.08% | +9,265+5.4% | Added |
| Marshall Wace, LLP | 178,676 | $101.0M | 0.13% | +153,614+612.9% | Added |
| Ownership Capital B.V. | 176,496 | $99.8M | 4.57% | −32,699−15.6% | Reduced |
| Westfield Capital Management Co LP | 175,636 | $99.3M | 0.48% | +26,696+17.9% | Added |
| National Pension Service | 175,626 | $99.3M | 0.10% | +12,371+7.6% | Added |
| SEI Investments Co | 174,351 | $98.6M | 0.13% | −4,694−2.6% | Reduced |
| Los Angeles Capital Management LLC | 172,134 | $97.3M | 0.43% | −111,268−39.3% | Reduced |
| Ameriprise Financial Inc | 169,445 | $95.8M | 0.03% | −60,963−26.5% | Reduced |
| Intermede Investment Partners Ltd | 167,056 | $94.5M | 2.97% | −13,719−7.6% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 166,619 | $94.2M | 0.43% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 156,745 | $88.6M | 4.33% | −30,466−16.3% | Reduced |
| Public Employees Retirement Association of Colorado | 156,403 | $88.4M | 0.38% | −91,648−36.9% | Reduced |
| Rhumbline Advisers | 155,158 | $87.7M | 0.08% | +6,835+4.6% | Added |
| Baird Financial Group, Inc. | 151,308 | $85.6M | 0.16% | −15,858−9.5% | Reduced |
| Balyasny Asset Management LLC | 148,025 | $83.7M | 0.21% | +146,547+9,915.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 142,850 | $80.8M | 0.72% | 00.0% | Unchanged |
| Schroder Investment Management Group | 140,614 | $79.5M | 0.08% | −85,689−37.9% | Reduced |
| Voloridge Investment Management, LLC | 140,524 | $79.5M | 0.29% | +35,072+33.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 139,918 | $79.1M | 0.07% | +18,189+14.9% | Added |
| Citadel Advisors LLC | 136,382 | $77.1M | 0.08% | +64,211+89.0% | Added |
| Fisher Funds Management LTD | 129,461 | $73.2M | 1.78% | −8,480−6.1% | Reduced |
| Nomura Asset Management Co Ltd | 125,612 | $71.0M | 0.22% | −40,536−24.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 121,778 | $68.9M | 0.22% | −31,912−20.8% | Reduced |
| California State Teachers Retirement System | 121,440 | $68.7M | 0.08% | −644−0.5% | Reduced |
| Citigroup Inc | 117,843 | $66.6M | 0.05% | +50,191+74.2% | Added |
| GFI Investment Counsel Ltd. | 117,211 | $66.3M | 7.71% | +600+0.5% | Added |