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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
Sage Mountain Advisors LLC565$319.6K0.02%−52−8.4%Reduced
Atria Wealth Solutions, Inc.567$320.9K0.00%−385−40.4%Reduced
Fenimore Asset Management Inc572$323.5K0.01%00.0%Unchanged
Keel Point, LLC573$323.9K0.03%+127+28.5%Added
DSG Capital Advisors, LLC576$325.7K0.07%00.0%Unchanged
Robertson Stephens Wealth Management, LLC578$326.9K0.01%−185−24.2%Reduced
Whittier Trust Co of Nevada Inc579$327.4K0.01%+13+2.3%Added
Dai-Ichi Life Insurance Company, Ltd583$329.7K0.01%00.0%Unchanged
Blue Barn Wealth, LLC584$330.3K0.17%+3+0.5%Added
Axxcess Wealth Management, LLC588$332.8K0.01%−85−12.6%Reduced
Perigon Wealth Management, LLC589$333.1K0.01%+14+2.4%Added
Sowell Financial Services LLC591$334.3K0.02%+591New
DRW Securities, LLC592$334.8K0.03%−68−10.3%Reduced
PUREfi Wealth, LLC599$338.7K0.34%+63+11.8%Added
Arkadios Wealth Advisors600$339.3K0.01%+217+56.7%Added
WJ Wealth Management, LLC600$339.3K0.12%00.0%Unchanged
Sigma Planning Corp604$341.5K0.01%−42−6.5%Reduced
Equitable Trust Co608$343.8K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC613$346.7K0.02%+207+51.0%Added
Dorsey & Whitney Trust CO LLC618$349.5K0.02%+49+8.6%Added
Allegiance Financial Group Advisory Services LLC619$350.0K0.11%+619New
Valeo Financial Advisors, LLC620$350.6K0.01%+37+6.3%Added
OneAscent Investment Solutions LLC628$355.0K0.42%+628New
JSF Financial, LLC633$358.0K0.09%00.0%Unchanged
Permanent Capital Management, LP636$359.7K0.10%00.0%Unchanged
Dark Forest Capital Management LP638$360.8K0.02%−458−41.8%Reduced
World Equity Group, Inc.642$363.1K0.10%−622−49.2%Reduced
Wealth Alliance647$365.9K0.04%−64−9.0%Reduced
CenterBook Partners LP657$371.5K0.02%+657New
Pensionmark Financial Group, LLC658$372.2K0.01%−24−3.5%Reduced
Optimize Financial Inc665$376.1K0.14%+69+11.6%Added
Net Worth Advisory Group670$378.8K0.12%+39+6.2%Added
Insigneo Advisory Services, LLC670$378.9K0.04%+74+12.4%Added
Prime Capital Investment Advisors, LLC674$381.0K0.00%+107+18.9%Added
Castleview Partners, LLC681$385.1K0.26%+11+1.6%Added
Brown Brothers Harriman & Co685$387.4K0.00%+5+0.7%Added
Cynosure Management, LLC685$387.4K0.05%+126+22.5%Added
Beverly Hills Private Wealth, LLC689$389.6K0.08%00.0%Unchanged
Fielder Capital Group LLC696$393.6K0.11%−64−8.4%Reduced
Smartleaf Asset Management LLC706$394.3K0.04%+103+17.1%Added
Farther Finance Advisors, LLC695$394.5K0.01%−48−6.5%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna700$395.9K0.19%00.0%Unchanged
Skopos Labs, Inc.703$397.5K0.09%+198+39.2%Added
Connecticut Wealth Management, LLC705$398.7K0.02%00.0%Unchanged
Argentarii, LLC706$399.2K0.20%+706New
Garda Capital Partners LP714$403.8K0.23%+714New
Livforsakringsbolaget Skandia, Omsesidigt721$407.7K0.02%00.0%Unchanged
Commerzbank Aktiengesellschaft725$410.0K0.01%00.0%Unchanged
SFMG, LLC727$411.1K0.03%−7−1.0%Reduced
Lansforsakringar Fondforvaltning AB (publ)735$415.6K0.00%−8,732−92.2%Reduced
Hilltop Holdings Inc.736$415.7K0.03%+7+1.0%Added
MJP Associates Inc737$416.6K0.08%−192−20.7%Reduced
Ameritas Investment Partners, Inc.740$418.5K0.01%−24−3.1%Reduced
Keystone Investors Pte Ltd741$419.0K0.06%−1,168−61.2%Reduced
Clearstead Advisors, LLC743$420.2K0.01%+278+59.8%Added
Syon Capital LLC747$422.5K0.03%+54+7.8%Added
Ingalls & Snyder LLC748$423.0K0.01%+748New
Fifth Third Wealth Advisors LLC749$423.6K0.02%+4+0.5%Added
MQS Management LLC752$425.3K0.24%+752New
Private Advisor Group, LLC753$425.6K0.00%+36+5.0%Added
Weaver Capital Management LLC753$425.8K0.11%+41+5.8%Added
Parcion Private Wealth LLC756$427.5K0.03%+756New
Aptus Capital Advisors, LLC757$428.1K0.00%+193+34.2%Added
Capital Performance Advisors LLP758$428.6K0.09%+758New
Checchi Capital Advisers, LLC760$429.8K0.03%+13+1.7%Added
Meridian Wealth Management, LLC762$430.8K0.02%+87+12.9%Added
Catalyst Capital Advisors LLC765$432.6K0.01%−210−21.5%Reduced
Cigna Investments Inc768$434.0K0.08%−21−2.7%Reduced
Elk River Wealth Management, LLC773$437.1K0.08%−7−0.9%Reduced
RFG Advisory, LLC776$438.8K0.01%−143−15.6%Reduced
Parallel Advisors, LLC778$439.8K0.01%−13−1.6%Reduced
Cary Street Partner Investment Advisory LLC779$440.6K0.25%+5+0.6%Added
Apeiron RIA LLC781$441.6K0.13%+13+1.7%Added
ORG Wealth Partners, LLC780$442.5K0.14%−27−3.3%Reduced
Mather Group, LLC.788$445.3K0.01%−19−2.4%Reduced
Huntington National Bank789$446.2K0.00%+61+8.4%Added
Ethos Financial Group, LLC755$453.0K0.04%00.0%Unchanged
Crestmont Private Wealth LLC806$455.8K0.20%+159+24.6%Added
Kathmere Capital Management, LLC809$457.5K0.04%+142+21.3%Added
Boit C F David810$458.1K0.23%00.0%Unchanged
Ritholtz Wealth Management812$459.3K0.01%+153+23.2%Added
Williams Jones Wealth Management, LLC.821$464.3K0.01%−3,086−79.0%Reduced
Salvus Wealth Management, LLC824$466.0K0.29%+21+2.6%Added
Synovus Financial Corp827$467.6K0.01%−4,730−85.1%Reduced
CNB Bank828$468.2K0.24%−20−2.4%Reduced
Pitcairn Co831$469.9K0.03%−58−6.5%Reduced
AdvisorShares Investments LLC830$470.9K0.09%+830New
BIT Capital GmbH835$472.2K0.06%+835New
Aviso Financial Inc.838$473.9K0.02%+1+0.1%Added
Exchange Traded Concepts, LLC841$475.6K0.01%−643−43.3%Reduced
Emerald Advisers, LLC854$482.9K0.02%−47−5.2%Reduced
New World Advisors LLC856$484.1K0.11%+124+16.9%Added
Kaufman Rossin Wealth, LLC858$485.2K0.35%+858New
NorthRock Partners, LLC866$489.7K0.02%−60−6.5%Reduced
Integrated Advisors Network LLC868$490.9K0.02%+104+13.6%Added
Sivia Capital Partners, LLC870$492.0K0.23%+870New
Pier Capital, LLC879$497.1K0.08%−777−46.9%Reduced
Aigen Investment Management, LP886$501.0K0.08%+886New
Perbak Capital Partners LLP887$501.6K0.37%+887New
Advisory Services Network, LLC889$502.8K0.01%−147−14.2%Reduced