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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.

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.

Institutional holdersQ1 2025: 1,082 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2025: $40.2B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2024.

Institutions holding MSCI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph1$00.00%+1New
Y.D. More Investments Ltd112$1700.00%+14+14.3%Added
Chesapeake Asset Management LLC1$5650.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.1$5660.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$5660.00%00.0%Unchanged
MPWM Advisory Solutions, LLC1$5660.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC1$5660.00%+1New
GoalVest Advisory LLC1$5660.00%+1New
Stonebridge Financial Group, LLC1$5660.00%+1New
Bare Financial Services, Inc1$5660.00%+1New
Binnacle Investments Inc1$5660.00%+1New
HFM Investment Advisors, LLC1$5660.00%+1New
TD Capital Management LLC1$5690.00%00.0%Unchanged
Bullock Wealth Management Group1$5830.00%00.0%Unchanged
Winthrop Capital Management, LLC1$1.00K0.00%+1New
WealthTrak Capital Management LLC2$1.13K0.00%−2−50.0%Reduced
TFC Financial Management2$1.13K0.00%00.0%Unchanged
Core Alternative Capital2$1.13K0.00%00.0%Unchanged
Sittner & Nelson, LLC2$1.13K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.2$1.13K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC2$1.13K0.00%00.0%Unchanged
Richardson Financial Services Inc.2$1.13K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$1.13K0.00%+2New
Winnow Wealth LLC3$1.21K0.00%+1+50.0%Added
Creative Financial Designs Inc3$1.70K0.00%−4−57.1%Reduced
Central Trust Co3$1.70K0.00%−2−40.0%Reduced
High Note Wealth, LLC3$1.70K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC3$1.70K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.70K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.70K0.00%+1+50.0%Added
Caldwell Trust Co3$1.70K0.00%+3New
Harvest Fund Management Co., Ltd4$2.00K0.00%−17−81.0%Reduced
Moisand Fitzgerald Tamayo, LLC4$2.26K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC4$2.26K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$2.26K0.00%00.0%Unchanged
Continuum Advisory, LLC4$2.26K0.00%00.0%Unchanged
Clark Wealth Partners4$2.26K0.00%00.0%Unchanged
Activest Wealth Management4$2.26K0.00%+3+300.0%Added
Brown, Lisle/Cummings, Inc.4$2.26K0.00%+4New
Nova Wealth Management, Inc.4$2.26K0.00%+4New
North Capital, Inc.4$2.26K0.00%+4New
Bellevue Asset Management, LLC5$2.83K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC5$2.83K0.00%00.0%Unchanged
Anfield Capital Management, LLC5$2.83K0.00%00.0%Unchanged
BankPlus Trust Department5$2.83K0.00%00.0%Unchanged
Crews Bank & Trust5$2.83K0.00%00.0%Unchanged
Garde Capital, Inc.5$2.83K0.00%+5New
Dogwood Wealth Management LLC5$2.83K0.00%+5New
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
JNBA Financial Advisors6$3.39K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$3.39K0.00%00.0%Unchanged
Sachetta, LLC6$3.39K0.00%00.0%Unchanged
St Germain D J Co Inc6$3.39K0.00%00.0%Unchanged
Bogart Wealth, LLC6$3.39K0.00%+1+20.0%Added
United Community Bank6$3.39K0.00%+6New
Altshuler Shaham Ltd7$3.96K0.00%00.0%Unchanged
Pacific Center for Financial Services7$3.96K0.00%00.0%Unchanged
Wolff Wiese Magana LLC7$3.96K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$3.96K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$3.96K0.00%00.0%Unchanged
Red Tortoise LLC7$3.96K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$3.96K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC7$3.96K0.07%+7New
ORG Partners LLC7$3.97K0.00%−107−93.9%Reduced
Carolina Wealth Advisors, LLC8$4.52K0.00%00.0%Unchanged
Greenline Partners, LLC8$4.52K0.00%+8New
Cheviot Value Management, LLC9$4.95K0.00%+9New
Hanson & Doremus Investment Management8$5.00K0.00%+8New
Albion Financial Group9$5.09K0.00%00.0%Unchanged
First Pacific Financial9$5.09K0.00%00.0%Unchanged
Centricity Wealth Management, LLC9$5.09K0.00%00.0%Unchanged
Abound Wealth Management9$5.09K0.00%00.0%Unchanged
Hughes Financial Services, LLC9$5.11K0.00%+9New
Principia Wealth Advisory, LLC10$5.49K0.01%+8+400.0%Added
Ancora Advisors, LLC10$5.66K0.00%00.0%Unchanged
Independence Bank of Kentucky10$5.66K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$5.66K0.00%00.0%Unchanged
Country Trust Bank10$5.66K0.00%+10New
SJS Investment Consulting Inc.10$5.66K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$5.67K0.00%+6+150.0%Added
Delta Asset Management LLC11$6.22K0.00%00.0%Unchanged
Eukles Asset Management11$6.22K0.00%00.0%Unchanged
Heritage Wealth Advisors12$6.79K0.00%−2−14.3%Reduced
Kings Path Partners LLC12$6.79K0.00%00.0%Unchanged
Beacon Capital Management, LLC12$6.81K0.00%+6+100.0%Added
Mowery & Schoenfeld Wealth Management, LLC12$6.81K0.01%−2−14.3%Reduced
Flaharty Asset Management, LLC13$7.38K0.00%+13New
Truvestments Capital LLC14$7.92K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$7.92K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC14$7.92K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.14$7.92K0.01%+14New
Avion Wealth14$8.00K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.14$8.03K0.01%00.0%Unchanged
Salem Investment Counselors Inc15$8.48K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$8.48K0.00%00.0%Unchanged
Davidson Capital Management Inc.16$9.05K0.00%00.0%Unchanged
Park Place Capital Corp17$9.61K0.00%−153−90.0%Reduced
Banque Transatlantique SA18$10.2K0.00%00.0%Unchanged
Key Financial Inc19$10.7K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$11.3K0.00%00.0%Unchanged