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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 20 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $11.3K | 0.00% | +11+122.2% | Added |
| Battery Global Advisors, LLC | 21 | $12.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 22 | $12.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $13.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $13.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $14.1K | 0.00% | −10−28.6% | Reduced |
| Bank of Jackson Hole Trust | 24 | $14.2K | 0.01% | +24 | New |
| Midwest Capital Advisors, LLC | 26 | $14.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 26 | $14.8K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 26 | $14.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $14.9K | 0.00% | +23+460.0% | Added |
| Manchester Capital Management LLC | 28 | $15.8K | 0.00% | +10+55.6% | Added |
| Eastern Bank | 28 | $15.8K | 0.00% | +19+211.1% | Added |
| GPS Wealth Strategies Group, LLC | 31 | $17.3K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 31 | $17.5K | 0.09% | +31 | New |
| Rialto Wealth Management, LLC | 32 | $18.1K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 32 | $18.1K | 0.00% | +16+100.0% | Added |
| NewSquare Capital LLC | 32 | $18.1K | 0.00% | +27+540.0% | Added |
| Private Wealth Asset Management, LLC | 32 | $18.1K | 0.00% | +32 | New |
| Colonial Trust Co | 33 | $18.4K | 0.00% | −36−52.2% | Reduced |
| AdvisorNet Financial, Inc | 33 | $18.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $19.2K | 0.00% | −1−2.9% | Reduced |
| Bell Investment Advisors, Inc | 37 | $20.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 38 | $21.5K | 0.00% | +38 | New |
| Washington Trust Co | 41 | $23.2K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 44 | $24.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $25.4K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 48 | $27.0K | 0.01% | +48 | New |
| Optiver Holding B.V. | 48 | $27.1K | 0.00% | −219−82.0% | Reduced |
| Rise Advisors, LLC | 50 | $28.0K | 0.01% | +2+4.2% | Added |
| Meeder Asset Management Inc | 52 | $29.4K | 0.00% | +30+136.4% | Added |
| Johnson Financial Group, Inc. | 53 | $30.0K | 0.00% | −10−15.9% | Reduced |
| Trust Co of Vermont | 58 | $32.8K | 0.00% | +9+18.4% | Added |
| Group One Trading, L.P. | 58 | $32.8K | 0.00% | +58 | New |
| Farmers & Merchants Investments Inc | 61 | $34.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $34.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 65 | $36.0K | 0.01% | +7+12.1% | Added |
| Rothschild Investment LLC | 64 | $36.2K | 0.00% | −19−22.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 66 | $37.0K | 0.00% | +22+50.0% | Added |
| Compagnie Lombard Odier SCmA | 69 | $39.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 77 | $43.5K | 0.02% | +77 | New |
| Plante Moran Financial Advisors, LLC | 80 | $45.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $45.2K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 82 | $46.4K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 83 | $46.9K | 0.03% | +80+2,666.7% | Added |
| Riverview Trust Co | 84 | $47.5K | 0.05% | −2−2.3% | Reduced |
| First United Bank Trust | 84 | $47.5K | 0.02% | −1−1.2% | Reduced |
| GW&K Investment Management, LLC | 84 | $48.0K | 0.00% | +48+133.3% | Added |
| Geneos Wealth Management Inc. | 87 | $49.2K | 0.00% | −50−36.5% | Reduced |
| Central Pacific Bank - Trust Division | 88 | $49.8K | 0.01% | −4−4.3% | Reduced |
| Versant Capital Management, Inc | 89 | $50.3K | 0.01% | +53+147.2% | Added |
| American National Bank | 92 | $52.0K | 0.01% | +91+9,100.0% | Added |
| Rakuten Securities, Inc. | 94 | $53.2K | 0.03% | +85+944.4% | Added |
| Hexagon Capital Partners LLC | 96 | $54.3K | 0.01% | −49−33.8% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 97 | $55.0K | 0.08% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 99 | $56.0K | 0.02% | +16+19.3% | Added |
| Financial Network Wealth Advisors LLC | 101 | $57.1K | 0.07% | +8+8.6% | Added |
| LRI Investments, LLC | 102 | $57.6K | 0.01% | +3+3.0% | Added |
| WPG Advisers, LLC | 110 | $62.2K | 0.06% | −21−16.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $62.2K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 115 | $65.0K | 0.00% | −14−10.9% | Reduced |
| Whipplewood Advisors, LLC | 146 | $66.2K | 0.04% | +21+16.8% | Added |
| Intact Investment Management Inc. | 119 | $67.3K | 0.00% | +119 | New |
| Quent Capital, LLC | 121 | $68.6K | 0.01% | +10+9.0% | Added |
| Private Trust Co NA | 128 | $72.4K | 0.01% | +15+13.3% | Added |
| Pin Oak Investment Advisors Inc | 130 | $73.0K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 142 | $80.3K | 0.01% | +19+15.4% | Added |
| Center for Financial Planning, Inc. | 145 | $82.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 153 | $86.5K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 159 | $89.9K | 0.03% | +159 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 165 | $93.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $95.6K | 0.00% | −50−22.8% | Reduced |
| YANKCOM Partnership | 169 | $95.6K | 0.05% | +7+4.3% | Added |
| Dunhill Financial, LLC | 178 | $100.4K | 0.05% | −2−1.1% | Reduced |
| Global Financial Private Client, LLC | 179 | $101.2K | 0.04% | +49+37.7% | Added |
| Parkside Financial Bank & Trust | 182 | $102.9K | 0.01% | +8+4.6% | Added |
| Vega Investment Solutions | 186 | $105.2K | 0.02% | +186 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 192 | $109.0K | 0.10% | −158−45.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 195 | $110.3K | 0.05% | −26−11.8% | Reduced |
| Goldstream Capital Management Ltd | 195 | $110.3K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 226 | $114.0K | 0.08% | +111+96.5% | Added |
| Wayfinding Financial, LLC | 209 | $118.0K | 0.05% | +209 | New |
| Larson Financial Group LLC | 212 | $119.9K | 0.01% | +167+371.1% | Added |
| Cromwell Holdings LLC | 227 | $128.4K | 0.08% | +3+1.3% | Added |
| Allworth Financial LP | 248 | $131.6K | 0.00% | −8−3.1% | Reduced |
| Covestor Ltd | 234 | $133.0K | 0.09% | +26+12.5% | Added |
| Clean Yield Group | 245 | $138.5K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $138.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 247 | $139.7K | 0.00% | −10−3.9% | Reduced |
| Godsey & Gibb Associates | 250 | $141.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 252 | $142.5K | 0.05% | +174+223.1% | Added |
| Umb Bank N A | 257 | $145.3K | 0.00% | +37+16.8% | Added |
| CVA Family Office, LLC | 263 | $148.7K | 0.02% | +11+4.4% | Added |
| Capital A Wealth Management, LLC | 267 | $151.0K | 0.16% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 279 | $157.8K | 0.01% | +162+138.5% | Added |
| GeoWealth Management, LLC | 286 | $161.7K | 0.01% | −417−59.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 293 | $165.7K | 0.16% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 296 | $167.4K | 0.00% | +77+35.2% | Added |
| Rossby Financial, LCC | 313 | $167.6K | 0.07% | +313 | New |