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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 169,445 | $95.8M | 0.03% | −60,963−26.5% | Reduced |
| Los Angeles Capital Management LLC | 172,134 | $97.3M | 0.43% | −111,268−39.3% | Reduced |
| SEI Investments Co | 174,351 | $98.6M | 0.13% | −4,694−2.6% | Reduced |
| National Pension Service | 175,626 | $99.3M | 0.10% | +12,371+7.6% | Added |
| Westfield Capital Management Co LP | 175,636 | $99.3M | 0.48% | +26,696+17.9% | Added |
| Ownership Capital B.V. | 176,496 | $99.8M | 4.57% | −32,699−15.6% | Reduced |
| Marshall Wace, LLP | 178,676 | $101.0M | 0.13% | +153,614+612.9% | Added |
| BNP Paribas Arbitrage, SA | 180,063 | $101.8M | 0.08% | +9,265+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 180,249 | $101.9M | 0.07% | +3,787+2.1% | Added |
| Qube Research & Technologies Ltd | 184,530 | $104.4M | 0.16% | −53,188−22.4% | Reduced |
| Bowie Capital Management, LLC | 186,470 | $105.4M | 5.34% | +23,504+14.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 188,234 | $106.4M | 0.26% | +8,078+4.5% | Added |
| California Public Employees Retirement System | 188,608 | $106.7M | 0.07% | −93,221−33.1% | Reduced |
| Canoe Financial LP | 192,731 | $109.0M | 1.75% | +6,600+3.5% | Added |
| Voya Investment Management LLC | 193,261 | $109.1M | 0.12% | −8,662−4.3% | Reduced |
| Prudential Financial Inc | 197,376 | $111.6M | 0.16% | −16,047−7.5% | Reduced |
| Raymond James Financial Inc | 201,500 | $113.9M | 0.04% | −106,834−34.6% | Reduced |
| Gobi Capital LLC | 203,515 | $115.1M | 6.55% | +203,515 | New |
| EULAV Asset Management | 203,958 | $115.3M | 2.85% | 00.0% | Unchanged |
| Findlay Park Partners LLP | 206,400 | $116.7M | 1.20% | +2,800+1.4% | Added |
| Nuveen, LLC | 208,451 | $117.9M | 0.04% | +208,451 | New |
| Jacobs Levy Equity Management, Inc | 211,154 | $119.4M | 0.47% | +211,154 | New |
| Flossbach Von Storch AG | 215,599 | $121.9M | 0.53% | −78,373−26.7% | Reduced |
| Wells Fargo & Company | 217,310 | $122.9M | 0.03% | −6,630−3.0% | Reduced |
| Wellington Management Group LLP | 220,557 | $124.7M | 0.02% | −29,502−11.8% | Reduced |
| Squarepoint Ops LLC | 223,332 | $126.3M | 0.31% | +217,748+3,899.5% | Added |
| Envestnet Asset Management Inc | 227,260 | $128.5M | 0.04% | −45,489−16.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 231,001 | $130.2M | 0.42% | +230,966+659,902.9% | Added |
| Assenagon Asset Management S.A. | 231,094 | $130.7M | 0.23% | +56,112+32.1% | Added |
| Champlain Investment Partners, LLC | 249,010 | $140.8M | 1.02% | +114,160+84.7% | Added |
| Price T Rowe Associates Inc | 254,903 | $144.1M | 0.02% | −31,283−10.9% | Reduced |
| Alliancebernstein L.P. | 257,283 | $145.5M | 0.05% | +8,248+3.3% | Added |
| Dimensional Fund Advisors LP | 270,795 | $153.1M | 0.04% | +3,746+1.4% | Added |
| Man Group plc | 283,090 | $160.1M | 0.48% | +102,057+56.4% | Added |
| HSBC Holdings PLC | 287,196 | $161.7M | 0.11% | +60,533+26.7% | Added |
| Storebrand Asset Management AS | 322,535 | $182.4M | 0.59% | −5,063−1.5% | Reduced |
| Temasek Holdings (Private) Ltd | 368,627 | $208.5M | 0.84% | +91,195+32.9% | Added |
| Clearbridge Investments, LLC | 377,186 | $213.3M | 0.19% | +100,889+36.5% | Added |
| Goldman Sachs Group Inc | 388,501 | $219.7M | 0.04% | +11,877+3.2% | Added |
| Neuberger Berman Group LLC | 389,018 | $220.0M | 0.18% | −12,557−3.1% | Reduced |
| Barclays PLC | 398,187 | $225.2M | 0.10% | −30,925−7.2% | Reduced |
| Mackenzie Financial Corp | 400,781 | $226.6M | 0.32% | −18,648−4.4% | Reduced |
| Russell Investments Group, Ltd. | 408,142 | $230.6M | 0.32% | +68,616+20.2% | Added |
| Two Sigma Investments, LP | 421,649 | $238.4M | 0.52% | +164,598+64.0% | Added |
| Franklin Resources Inc | 432,300 | $244.5M | 0.07% | −123,193−22.2% | Reduced |
| Capital International Investors | 446,033 | $252.2M | 0.05% | −79,045−15.1% | Reduced |
| Macquarie Group Ltd | 448,106 | $253.4M | 0.31% | +61,169+15.8% | Added |
| Deutsche Bank AG | 458,488 | $259.3M | 0.10% | −16,828−3.5% | Reduced |
| UBS Group AG | 481,629 | $272.4M | 0.06% | +100,270+26.3% | Added |
| Royal Bank of Canada | 483,873 | $273.6M | 0.06% | +134,303+38.4% | Added |
| UBS Asset Management Americas Inc | 499,001 | $282.2M | 0.07% | +21,967+4.6% | Added |
| Bank of New York Mellon Corp | 506,106 | $286.2M | 0.06% | −11,663−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 516,095 | $291.9M | 0.05% | +18,169+3.6% | Added |
| Evergreen Quality Fund GP, Ltd. | 549,753 | $310.9M | 11.62% | −39,747−6.7% | Reduced |
| Invesco Ltd. | 550,324 | $311.2M | 0.06% | +71,001+14.8% | Added |
| Legal & General Group Plc | 554,266 | $313.4M | 0.09% | +23,107+4.4% | Added |
| Amundi | 583,155 | $317.3M | 0.12% | +114,913+24.5% | Added |
| Bank of America Corp | 567,727 | $321.0M | 0.03% | +110,925+24.3% | Added |
| Bessemer Group Inc | 590,892 | $334.1M | 0.60% | +3,335+0.6% | Added |
| JPMorgan Chase & Co | 615,770 | $348.2M | 0.03% | +47,936+8.4% | Added |
| Brown Advisory Inc | 640,642 | $362.3M | 0.52% | −188,067−22.7% | Reduced |
| AQR Capital Management LLC | 660,690 | $366.0M | 0.38% | +515,713+355.7% | Added |
| FMR LLC | 680,719 | $384.9M | 0.02% | −172,733−20.2% | Reduced |
| Millennium Management LLC | 690,295 | $390.4M | 0.38% | +423,944+159.2% | Added |
| Arrowstreet Capital, Limited Partnership | 737,683 | $417.2M | 0.34% | +230,270+45.4% | Added |
| Two Sigma Advisers, LP | 762,700 | $431.3M | 0.97% | +337,200+79.2% | Added |
| StonePine Asset Management Inc. | 795,657 | $449.9M | 3.40% | +226,283+39.7% | Added |
| Northern Trust Corp | 804,640 | $455.0M | 0.07% | +20,150+2.6% | Added |
| Nordea Investment Management AB | 821,878 | $459.2M | 0.48% | −46,416−5.3% | Reduced |
| Fiera Capital Corp | 949,168 | $536.8M | 1.94% | −199,447−17.4% | Reduced |
| Norges Bank | 953,639 | $539.3M | 0.08% | −62,905−6.2% | Reduced |
| American Century Companies Inc | 1,008,778 | $570.5M | 0.35% | +19,846+2.0% | Added |
| Massachusetts Financial Services Co | 1,067,120 | $603.5M | 0.20% | −165,236−13.4% | Reduced |
| Morgan Stanley | 1,180,785 | $667.7M | 0.05% | −687,857−36.8% | Reduced |
| Principal Financial Group Inc | 1,626,923 | $920.0M | 0.52% | +13,918+0.9% | Added |
| Polen Capital Management LLC | 1,868,138 | $1.06B | 3.32% | −164,100−8.1% | Reduced |
| Geode Capital Management, LLC | 1,959,189 | $1.11B | 0.09% | +61,733+3.3% | Added |
| Bamco Inc | 2,071,653 | $1.17B | 3.44% | −60,278−2.8% | Reduced |
| Edgewood Management LLC | 2,256,142 | $1.28B | 4.44% | +223,708+11.0% | Added |
| State Street Corp | 3,235,764 | $1.83B | 0.08% | +16,748+0.5% | Added |
| BlackRock, Inc. | 5,984,684 | $3.38B | 0.07% | +41,805+0.7% | Added |
| Vanguard Group Inc | 9,376,852 | $5.30B | 0.10% | +518,833+5.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −236,884−100.0% | Sold out |
| Ako Capital LLP | 0 | $0 | 0.00% | −208,903−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −110,428−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −84,800−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −36,455−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −35,577−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −34,188−100.0% | Sold out |
| Walter Public Investments Inc. | 0 | $0 | 0.00% | −23,265−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,274−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −13,705−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −13,530−100.0% | Sold out |
| Whitford Management LLC | 0 | $0 | 0.00% | −11,283−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −9,338−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −8,676−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,788−100.0% | Sold out |
| Natural Investments, LLC | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |