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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.

Q1 2025 vs. Q4 2024

How the institutions holding MSCI Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of MSCI: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1,071191,082+30
Shares71.4M412.8K71.1M+95.3K (+0.1%)
Value$42.6B$247.6M$40.2B−$2.21B (−5.2%)

19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (121)

Institutions that held MSCI Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 121 by value.

Institutions new to MSCI in Q1 2025
InstitutionSharesValue% of portfolio
Jacobs Levy Equity Management, Inc211,154$119.4M0.47%
Nuveen, LLC208,451$117.9M0.04%
Gobi Capital LLC203,515$115.1M6.55%
Renaissance Technologies LLC65,221$36.9M0.06%
Ceredex Value Advisors LLC38,750$21.9M0.48%
Dundas Partners LLP37,782$21.4M1.57%
Prana Capital Management, LP31,909$18.0M0.73%
Vancity Investment Management Ltd28,144$15.9M2.18%
SummitTX Capital, L.P.14,289$8.08M0.36%
ExodusPoint Capital Management, LP13,579$7.68M0.10%
Edgestream Partners, L.P.11,219$6.34M0.22%
Congress Wealth Management LLC10,561$5.97M0.07%
Eisler Capital Management Ltd.9,643$5.45M0.16%
MUFG Securities EMEA plc8,999$5.09M0.13%
Rakuten Investment Management, Inc.7,117$3.97M0.02%
Bulltick Wealth Management, LLC7,020$3.97M1.05%
Simplex Trading, LLC5,490$3.10M0.11%
GAM Holding AG5,299$3.00M0.23%
Peak Financial Advisors LLC5,230$2.96M1.51%
Delta Global Management LP4,533$2.56M0.18%
Interval Partners, LP3,406$1.93M0.07%
Caxton Associates LLP3,380$1.91M0.07%
Generali Asset Management SPA SGR3,094$1.75M0.04%
AG2R la Mondiale Gestion D'Actifs3,018$1.70M0.09%
Achmea Investment Management B.V.2,683$1.52M0.02%
Jackson Hill Advisors, LLC2,500$1.41M0.77%
Walleye Trading LLC2,429$1.37M0.04%
Lincoln Capital LLC2,507$1.35M0.28%
Y-Intercept (Hong Kong) Ltd2,237$1.27M0.09%
Kentucky Retirement Systems Insurance Trust Fund2,210$1.25M0.09%
Buckingham Strategic Partners2,148$1.21M0.02%
Opes Wealth Management LLC1,600$904.8K0.18%
Creekmur Asset Management LLC1,460$825.8K0.17%
Alpha Wealth Funds, LLC1,450$820.0K0.89%
Aspen Grove Capital, LLC1,274$720.4K0.14%
Two Sigma Securities, LLC1,254$709.1K0.11%
NorthCrest Asset Manangement, LLC1,199$678.2K0.02%
Numerai GP LLC1,137$643.0K0.12%
Applied Finance Capital Management, LLC1,075$607.9K0.04%
NBC Securities, Inc.1,074$607.0K0.05%
Gotham Asset Management, LLC1,058$598.3K0.01%
Unique Wealth Strategies, LLC1,005$568.0K0.26%
University of Texas/Texas Am Investment Managment Co968$547.4K0.09%
Quantitative Investment Management, LLC916$517.0K0.05%
Cinctive Capital Management LP894$505.6K0.04%
Perbak Capital Partners LLP887$501.6K0.37%
Aigen Investment Management, LP886$501.0K0.08%
Sivia Capital Partners, LLC870$492.0K0.23%
Kaufman Rossin Wealth, LLC858$485.2K0.35%
BIT Capital GmbH835$472.2K0.06%
AdvisorShares Investments LLC830$470.9K0.09%
Capital Performance Advisors LLP758$428.6K0.09%
Parcion Private Wealth LLC756$427.5K0.03%
MQS Management LLC752$425.3K0.24%
Ingalls & Snyder LLC748$423.0K0.01%
Garda Capital Partners LP714$403.8K0.23%
Argentarii, LLC706$399.2K0.20%
CenterBook Partners LP657$371.5K0.02%
OneAscent Investment Solutions LLC628$355.0K0.42%
Allegiance Financial Group Advisory Services LLC619$350.0K0.11%
Sowell Financial Services LLC591$334.3K0.02%
Polymer Capital Management (US) LLC548$309.9K0.09%
MBB Public Markets I LLC542$306.5K0.04%
Karani Asset Management LLC527$298.0K0.32%
Scientech Research LLC526$297.5K0.08%
Landscape Capital Management, L.L.C.524$296.3K0.03%
Ascent Group, LLC509$287.9K0.01%
George Kaiser Family Foundation487$275.4K0.04%
Itau Unibanco Holding S.A.481$272.0K0.01%
Brighton Jones LLC475$268.6K0.01%
Founders Financial Alliance, LLC462$261.3K0.06%
Rainey & Randall Investment Management Inc.445$251.6K0.05%
Iron Financial, LLC425$240.3K0.13%
Bridgewater Advisors Inc.436$235.8K0.02%
Venture Visionary Partners LLC398$225.1K0.01%
Zions Bancorporation, National Association391$221.1K0.01%
New Age Alpha Advisors, LLC385$217.7K0.01%
Impact Capital Partners LLC382$216.0K0.08%
Founders Financial Securities LLC399$213.4K0.02%
Stonegate Investment Group, LLC376$212.6K0.01%
Claro Advisors LLC371$209.8K0.03%
We Are One Seven, LLC370$209.2K0.01%
Savvy Advisors, Inc.369$208.7K0.02%
Northwest Wealth Management, LLC368$208.1K0.04%
Alta Advisers Ltd359$203.0K0.09%
Rossby Financial, LCC313$167.6K0.07%
Wayfinding Financial, LLC209$118.0K0.05%
Vega Investment Solutions186$105.2K0.02%
Opal Wealth Advisors, LLC159$89.9K0.03%
Intact Investment Management Inc.119$67.3K0.00%
HWG Holdings LP77$43.5K0.02%
Group One Trading, L.P.58$32.8K0.00%
Financial Network Wealth Management LLC48$27.0K0.01%
South State Corp.38$21.5K0.00%
Private Wealth Asset Management, LLC32$18.1K0.00%
Saudi Central Bank31$17.5K0.09%
Bank of Jackson Hole Trust24$14.2K0.01%
Marshall & Sterling Wealth Advisors Inc.14$7.92K0.01%
Flaharty Asset Management, LLC13$7.38K0.00%
Country Trust Bank10$5.66K0.00%

Sold out (91)

Institutions that held MSCI Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of MSCI in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
AustralianSuper Pty Ltd236,884$142.1M
Ako Capital LLP208,903$125.3M
Candlestick Capital Management LP110,428$66.3M
Oribel Capital Management, LP84,800$50.9M
Weiss Asset Management LP36,455$21.9M
Gillson Capital LP35,577$21.3M
Jain Global LLC34,188$20.5M
Walter Public Investments Inc.23,265$14.0M
Boothbay Fund Management, LLC17,274$10.4M
Lombard Odier Asset Management (Europe) Ltd13,705$8.22M
Crestline Management, LP13,530$8.12M
Whitford Management LLC11,283$6.77M
Unio Capital LLC9,338$5.60M
Empire Life Investments Inc.8,676$5.21M
DJE Kapital AG7,100$4.24M
Fieldview Capital Management, LLC6,788$4.07M
Natural Investments, LLC3,620$2.17M
Oak Thistle LLC3,574$2.14M
Capital International Sarl3,440$2.06M
1832 Asset Management L.P.3,400$2.04M
First Hawaiian Bank3,231$1.94M
Park Avenue Securities LLC3,121$1.87M
Bleakley Financial Group, LLC2,044$1.23M
Inceptionr LLC2,029$1.22M
Banco Santander, S.A.1,894$1.14M
Strategic Wealth Designers1,852$1.11M
Capstone Investment Advisors, LLC1,848$1.11M
111 Capital1,827$1.10M
Win Advisors, Inc1,761$1.06M
Stance Capital LLC1,401$840.6K
Freestone Grove Partners LP1,375$825.0K
Heartland Bank & Trust Co1,341$804.6K
Stevens Capital Management LP1,324$794.0K
Oak Ridge Investments LLC1,069$641.4K
Bourgeon Capital Management LLC948$568.8K
Perpetual Ltd944$566.4K
Triglav Skladi, D.O.O.875$525.0K
Lecap Asset Management Ltd737$442.2K
Williamson Legacy Group, LLC693$415.8K
Hennion & Walsh Asset Management, Inc.675$405.0K
Proequities, Inc.604$370.3K
New Century Financial Group, LLC562$338.0K
FFT Wealth Management LLC493$295.9K
ASB Consultores, LLC477$286.2K
D.B. Root & Company, LLC428$256.8K
Flow Traders U.S. LLC422$253.0K
Avestar Capital, LLC413$247.8K
Csenge Advisory Group397$238.4K
Bridges Investment Management Inc386$231.6K
Everhart Financial Group, Inc.377$226.2K
Washington Trust Advisors, Inc.370$222.0K
Trust Point Inc.366$219.6K
Proficio Capital Partners LLC350$210.1K
Arlington Financial Advisors, LLC350$210.0K
Catalytic Wealth RIA, LLC350$210.0K
Keudell/Morrison Wealth Management349$209.4K
Oppenheimer & Co Inc348$208.8K
Thoroughbred Financial Services, LLC346$207.0K
Stratos Wealth Partners, LTD.341$205.1K
Argent Trust Co341$204.6K
GFG Capital, LLC340$204.0K
Atlantic Union Bankshares Corp339$203.4K
Invesco, LLC339$203.4K
Essex Savings Bank338$202.8K
Fedenia Advisers LLC186$111.6K
Hollencrest Capital Management167$100.2K
VisionPoint Advisory Group, LLC121$72.3K
Tobam106$64.0K
Picton Mahoney Asset Management100$60.0K
Oarsman Capital, Inc.48$28.8K
Menard Financial Group LLC44$26.4K
UMA Financial Services, Inc.37$22.2K
Raleigh Capital Management Inc.31$18.6K
LGT Financial Advisors LLC25$15.0K
Eagle Bay Advisors LLC24$14.4K
Lee Danner & Bass Inc22$13.2K
Caitlin John, LLC20$12.1K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$9.60K
Synergy Financial Management, LLC14$8.16K
Coppell Advisory Solutions LLC13$7.79K
Concord Wealth Partners11$6.60K
Glen Eagle Advisors, LLC9$5.40K
Sandy Spring Bank7$4.20K
Cullen/Frost Bankers, Inc.6$3.60K
Jackson, Grant Investment Advisers, Inc.5$3.00K
Pacific Capital Wealth Advisors, Inc4$2.40K
MCF Advisors LLC3$1.80K
BOK Financial Private Wealth, Inc.2$1.20K
Transce3nd, LLC2$1.20K
Painted Porch Advisors LLC1$612
Sugar Maple Asset Management, LLC1$600

Not filed for Q1 2025 yet (19)

Institutions that held MSCI Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC189,099$113.5M
Swedbank AB169,532$101.7M
Boston Financial Mangement LLC30,933$18.6M
Fernwood Investment Management, LLC10,354$6.21M
Caxton Associates LP4,291$2.57M
Wellington Wealth Strategies, LLC.2,571$1.47M
Natixis Investment Managers International1,872$1.12M
Wetherby Asset Management Inc1,377$826.2K
Geller Advisors LLC780$468.0K
Vise Technologies, Inc.628$376.9K
Lake Street Advisors Group, LLC546$327.6K
Zions Bancorporation, N.A.339$203.4K
Kolinsky Wealth Management, LLC338$202.8K
Global Retirement Partners, LLC117$70.2K
WR Wealth Planners, LLC11$6.60K
Criterion Capital Advisors, LLC7$3.37K
Cassady Schiller Wealth Management, LLC4$2.40K
Hilltop National Bank3$1.80K
Sanctuary Wealth Management, L.L.C.2$1.20K