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 |
|---|---|---|---|---|---|
| Banque de Luxembourg S.A. | 300 | $169.7K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co | 323 | $182.7K | 0.00% | −128−28.4% | Reduced |
| TD Waterhouse Canada Inc. | 336 | $187.0K | 0.00% | +17+5.3% | Added |
| Lindbrook Capital, LLC | 339 | $191.7K | 0.02% | +89+35.6% | Added |
| Boston Private Wealth LLC | 341 | $192.8K | 0.01% | −85−20.0% | Reduced |
| Alta Advisers Ltd | 359 | $203.0K | 0.09% | +359 | New |
| Buckhead Capital Management LLC | 360 | $203.6K | 0.07% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 360 | $203.6K | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 361 | $204.1K | 0.01% | +20+5.9% | Added |
| National Asset Management, Inc. | 365 | $206.2K | 0.01% | +2+0.6% | Added |
| Wellspring Financial Advisors, LLC | 367 | $207.5K | 0.02% | +6+1.7% | Added |
| Northwest Wealth Management, LLC | 368 | $208.1K | 0.04% | +368 | New |
| ICONIQ Capital, LLC | 369 | $208.7K | 0.00% | +26+7.6% | Added |
| Savvy Advisors, Inc. | 369 | $208.7K | 0.02% | +369 | New |
| Penserra Capital Management LLC | 372 | $209.0K | 0.00% | −184−33.1% | Reduced |
| Savant Capital, LLC | 370 | $209.2K | 0.00% | −180−32.7% | Reduced |
| We Are One Seven, LLC | 370 | $209.2K | 0.01% | +370 | New |
| Claro Advisors LLC | 371 | $209.8K | 0.03% | +371 | New |
| McHugh Group, LLC | 375 | $212.1K | 0.16% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 376 | $212.6K | 0.01% | +376 | New |
| Howard Bailey Securities, LLC | 377 | $213.2K | 0.07% | −72−16.0% | Reduced |
| Founders Financial Securities LLC | 399 | $213.4K | 0.02% | +399 | New |
| Summa Corp. | 382 | $216.0K | 0.12% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 382 | $216.0K | 0.08% | +382 | New |
| New Age Alpha Advisors, LLC | 385 | $217.7K | 0.01% | +385 | New |
| GTS Securities LLC | 386 | $218.3K | 0.01% | −170−30.6% | Reduced |
| Zions Bancorporation, National Association | 391 | $221.1K | 0.01% | +391 | New |
| Fishman Jay A Ltd | 395 | $223.4K | 0.02% | 00.0% | Unchanged |
| GK Wealth Management LLC | 395 | $223.5K | 0.28% | −122−23.6% | Reduced |
| WealthBridge Capital Management, LLC | 398 | $225.1K | 0.06% | −16−3.9% | Reduced |
| Venture Visionary Partners LLC | 398 | $225.1K | 0.01% | +398 | New |
| Blue Edge Capital, LLC | 400 | $226.2K | 0.04% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 401 | $226.6K | 0.18% | +22+5.8% | Added |
| Lantz Financial LLC | 404 | $228.5K | 0.06% | +1+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 408 | $230.7K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 410 | $231.9K | 0.02% | −16−3.8% | Reduced |
| Winslow Capital Management, LLC | 411 | $232.4K | 0.00% | −187−31.3% | Reduced |
| Claret Asset Management Corp | – | $234.0K | 0.03% | – | – |
| Mayflower Financial Advisors, LLC | 415 | $234.7K | 0.04% | +2+0.5% | Added |
| Smithfield Trust Co | 417 | $235.0K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 436 | $235.8K | 0.02% | +436 | New |
| Howard Capital Management Inc. | 417 | $235.8K | 0.01% | −67−13.8% | Reduced |
| OneAscent Financial Services LLC | 416 | $236.0K | 0.02% | −83−16.6% | Reduced |
| Aaron Wealth Advisors | 420 | $237.5K | 0.03% | −41−8.9% | Reduced |
| CWA Asset Management Group, LLC | 423 | $239.2K | 0.01% | +5+1.2% | Added |
| Iron Financial, LLC | 425 | $240.3K | 0.13% | +425 | New |
| Focus Financial Network, Inc. | 437 | $247.0K | 0.01% | +13+3.1% | Added |
| V-Square Quantitative Management LLC | 439 | $248.3K | 0.04% | −19−4.1% | Reduced |
| Camden Capital, LLC | 442 | $249.9K | 0.03% | +28+6.8% | Added |
| Flagship Harbor Advisors, LLC | 444 | $251.3K | 0.01% | +3+0.7% | Added |
| Rainey & Randall Investment Management Inc. | 445 | $251.6K | 0.05% | +445 | New |
| CX Institutional | 447 | $253.0K | 0.01% | +52+13.2% | Added |
| Aprio Wealth Management, LLC | 450 | $254.7K | 0.03% | +72+19.0% | Added |
| XTX Topco Ltd | 451 | $255.0K | 0.01% | −708−61.1% | Reduced |
| Davy Global Fund Management Ltd | 451 | $255.0K | 0.03% | −204−31.1% | Reduced |
| Capital Advisors Inc | 451 | $255.2K | 0.01% | +2+0.4% | Added |
| Journey Strategic Wealth LLC | 456 | $257.8K | 0.01% | +47+11.5% | Added |
| J2 Capital Management Inc | 456 | $257.9K | 0.24% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 458 | $259.2K | 0.01% | −26−5.4% | Reduced |
| Conning Inc. | 459 | $259.6K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 462 | $261.3K | 0.06% | +462 | New |
| Chancellor Financial Group WB LP | 467 | $264.1K | 0.22% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 470 | $265.8K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 472 | $266.8K | 0.01% | +34+7.8% | Added |
| Evergreen Capital Management LLC | 472 | $266.9K | 0.01% | +35+8.0% | Added |
| Brighton Jones LLC | 475 | $268.6K | 0.01% | +475 | New |
| Independent Advisor Alliance | 477 | $269.8K | 0.01% | −146−23.4% | Reduced |
| Chicago Partners Investment Group LLC | 489 | $270.3K | 0.01% | −168−25.6% | Reduced |
| Versor Investments LP | 480 | $271.4K | 0.04% | −2,098−81.4% | Reduced |
| Itau Unibanco Holding S.A. | 481 | $272.0K | 0.01% | +481 | New |
| Prescott Group Capital Management, L.L.C. | 487 | $275.4K | 0.04% | +103+26.8% | Added |
| George Kaiser Family Foundation | 487 | $275.4K | 0.04% | +487 | New |
| Angeles Wealth Management, LLC | 488 | $276.0K | 0.02% | −4−0.8% | Reduced |
| Baldwin Brothers Inc | 490 | $277.1K | 0.02% | −9,986−95.3% | Reduced |
| Walleye Capital LLC | 495 | $279.9K | 0.00% | +273+123.0% | Added |
| Warren Averett Asset Management, LLC | 498 | $281.6K | 0.00% | +159+46.9% | Added |
| True North Advisors, LLC | 507 | $286.7K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 507 | $286.7K | 0.05% | +37+7.9% | Added |
| Wedbush Securities Inc | 508 | $287.0K | 0.01% | −25−4.7% | Reduced |
| Ramirez Asset Management, Inc. | 509 | $287.8K | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 509 | $287.9K | 0.01% | +509 | New |
| Fullcircle Wealth LLC | 544 | $291.0K | 0.12% | +14+2.6% | Added |
| Clarius Group, LLC | 518 | $292.9K | 0.02% | −13−2.4% | Reduced |
| Crestwood Advisors Group LLC | 524 | $296.3K | 0.01% | +32+6.5% | Added |
| Landscape Capital Management, L.L.C. | 524 | $296.3K | 0.03% | +524 | New |
| Kestra Private Wealth Services, LLC | 525 | $296.9K | 0.00% | −67−11.3% | Reduced |
| Scientech Research LLC | 526 | $297.5K | 0.08% | +526 | New |
| Simplicity Wealth,LLC | 527 | $298.0K | 0.02% | +12+2.3% | Added |
| Karani Asset Management LLC | 527 | $298.0K | 0.32% | +527 | New |
| City National Bank of Florida | 527 | $298.0K | 0.27% | −14−2.6% | Reduced |
| PDS Planning, Inc | 528 | $298.6K | 0.03% | +77+17.1% | Added |
| Chilton Investment Co LLC | 530 | $299.7K | 0.01% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 540 | $305.6K | 0.17% | +20+3.8% | Added |
| MBB Public Markets I LLC | 542 | $306.5K | 0.04% | +542 | New |
| Polymer Capital Management (US) LLC | 548 | $309.9K | 0.09% | +548 | New |
| Forum Financial Management, LP | 553 | $312.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 554 | $313.3K | 0.01% | −3,636−86.8% | Reduced |
| Westpac Banking Corp | 555 | $313.9K | 0.02% | −88−13.7% | Reduced |
| Security Financial Services, INC. | 557 | $315.0K | 0.06% | +58+11.6% | Added |
| Capital Advisors, Ltd. LLC | 561 | $317.0K | 0.04% | 00.0% | Unchanged |