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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 891 | $503.9K | 0.01% | −35−3.8% | Reduced |
| GAMMA Investing LLC | 894 | $505.6K | 0.04% | +69+8.4% | Added |
| Cinctive Capital Management LP | 894 | $505.6K | 0.04% | +894 | New |
| Trust Asset Management LLC | 905 | $511.8K | 0.04% | −14−1.5% | Reduced |
| Azzad Asset Management Inc | 913 | $516.1K | 0.06% | +40+4.6% | Added |
| Quantitative Investment Management, LLC | 916 | $517.0K | 0.05% | +916 | New |
| Hallmark Capital Management Inc | 917 | $518.6K | 0.04% | +55+6.4% | Added |
| Sym Financial Corp | 921 | $520.8K | 0.06% | +425+85.7% | Added |
| D.A. Davidson & Co. | 933 | $528.1K | 0.00% | +130+16.2% | Added |
| Quarry LP | 935 | $528.7K | 0.14% | +489+109.6% | Added |
| Wolverine Trading, LLC | 949 | $530.0K | 0.02% | +449+89.8% | Added |
| Peapack Gladstone Financial Corp | 941 | $532.0K | 0.01% | −23−2.4% | Reduced |
| Strive Asset Management, LLC | 944 | $533.8K | 0.37% | −153−13.9% | Reduced |
| Bradley Foster & Sargent Inc | 950 | $537.2K | 0.01% | −13−1.3% | Reduced |
| Agf Management Ltd | 952 | $538.4K | 0.00% | −609−39.0% | Reduced |
| Empirical Asset Management, LLC | 955 | $539.8K | 0.18% | +491+105.8% | Added |
| Virtue Capital Management, LLC | 965 | $544.8K | 0.06% | +561+138.9% | Added |
| Prudential PLC | 965 | $545.7K | 0.00% | +10+1.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 968 | $547.4K | 0.09% | +968 | New |
| Wealthspire Advisors, LLC | 985 | $556.8K | 0.00% | +171+21.0% | Added |
| Blair William & Co | 995 | $562.5K | 0.00% | −9−0.9% | Reduced |
| Gilbert & Cook, Inc. | 998 | $564.4K | 0.08% | +14+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 998 | $564.4K | 0.22% | −46−4.4% | Reduced |
| Evercore Wealth Management, LLC | 999 | $564.9K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 999 | $564.9K | 0.04% | −128−11.4% | Reduced |
| Harbor Advisors LLC | 1,000 | $565.5K | 0.10% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,000 | $566.0K | 0.18% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,004 | $567.8K | 0.25% | +50+5.2% | Added |
| Unique Wealth Strategies, LLC | 1,005 | $568.0K | 0.26% | +1,005 | New |
| Dana Investment Advisors, Inc. | 1,008 | $570.0K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 1,015 | $574.0K | 0.01% | −4,909−82.9% | Reduced |
| Teza Capital Management LLC | 1,027 | $580.8K | 0.27% | −3,549−77.6% | Reduced |
| Resources Investment Advisors, LLC. | 1,044 | $590.4K | 0.01% | −1,153−52.5% | Reduced |
| Venturi Wealth Management, LLC | 1,056 | $597.2K | 0.03% | −18−1.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,058 | $598.3K | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,058 | $598.3K | 0.01% | +1,058 | New |
| Birch Financial Group, LLC | 1,065 | $602.0K | 0.54% | −5−0.5% | Reduced |
| Pinnacle Associates Ltd | 1,072 | $606.2K | 0.01% | +22+2.1% | Added |
| NBC Securities, Inc. | 1,074 | $607.0K | 0.05% | +1,074 | New |
| Applied Finance Capital Management, LLC | 1,075 | $607.9K | 0.04% | +1,075 | New |
| Diversify Advisory Services, LLC | 1,142 | $617.2K | 0.04% | +131+13.0% | Added |
| Alken Asset Management Ltd. | 1,100 | $622.0K | 1.01% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 1,100 | $622.0K | 0.12% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,103 | $623.7K | 0.12% | +16+1.5% | Added |
| Profund Advisors LLC | 1,109 | $627.1K | 0.03% | −102−8.4% | Reduced |
| Numerai GP LLC | 1,137 | $643.0K | 0.12% | +1,137 | New |
| Kestra Investment Management, LLC | 1,138 | $643.5K | 0.02% | +270+31.1% | Added |
| Fidelis Capital Partners, LLC | 1,205 | $644.8K | 0.07% | −14−1.1% | Reduced |
| Flputnam Investment Management Co | 1,147 | $648.6K | 0.01% | −29−2.5% | Reduced |
| Graypoint LLC | 1,149 | $649.7K | 0.04% | −59−4.9% | Reduced |
| Summit Trail Advisors, LLC | 1,177 | $665.4K | 0.02% | +110+10.3% | Added |
| Advisor OS, LLC | 1,177 | $665.5K | 0.08% | −260−18.1% | Reduced |
| Atomi Financial Group, Inc. | 1,191 | $673.7K | 0.03% | +97+8.9% | Added |
| Tectonic Advisors LLC | 1,197 | $677.0K | 0.04% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,199 | $678.2K | 0.02% | +1,199 | New |
| Prelude Capital Management, LLC | 1,200 | $678.6K | 0.07% | +95+8.6% | Added |
| HighPoint Advisor Group LLC | 1,269 | $685.9K | 0.04% | +136+12.0% | Added |
| Burney Co | 1,221 | $690.5K | 0.03% | −30−2.4% | Reduced |
| Gsa Capital Partners LLP | 1,254 | $709.0K | 0.06% | +763+155.4% | Added |
| Two Sigma Securities, LLC | 1,254 | $709.1K | 0.11% | +1,254 | New |
| Moran Wealth Management, LLC | 1,259 | $712.0K | 0.02% | −19,315−93.9% | Reduced |
| Signaturefd, LLC | 1,261 | $713.3K | 0.01% | +21+1.7% | Added |
| One Wealth Capital Management, LLC | 1,269 | $717.6K | 0.38% | −21−1.6% | Reduced |
| Lido Advisors, LLC | 1,270 | $718.5K | 0.00% | +113+9.8% | Added |
| Aspen Grove Capital, LLC | 1,274 | $720.4K | 0.14% | +1,274 | New |
| Wrapmanager Inc | 1,280 | $723.8K | 0.19% | −142−10.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,281 | $724.4K | 0.03% | +46+3.7% | Added |
| Quintet Private Bank (Europe) S.A. | 1,285 | $726.7K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,286 | $727.2K | 0.03% | +602+88.0% | Added |
| Roberts Capital Advisors, LLC | 1,293 | $731.2K | 0.64% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,300 | $735.1K | 0.20% | −103−7.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,322 | $747.6K | 0.01% | +512+63.2% | Added |
| Signet Financial Management, LLC | 1,332 | $753.2K | 0.10% | −44−3.2% | Reduced |
| Shell Asset Management Co | 1,333 | $754.0K | 0.04% | −56−4.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,338 | $756.6K | 0.33% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,357 | $767.4K | 0.02% | +137+11.2% | Added |
| Wedmont Private Capital | 1,417 | $767.8K | 0.04% | +13+0.9% | Added |
| Simon Quick Advisors, LLC | 1,373 | $776.5K | 0.04% | +173+14.4% | Added |
| Navellier & Associates Inc | 1,411 | $776.6K | 0.11% | −485−25.6% | Reduced |
| Mission Wealth Management, LP | 1,374 | $777.0K | 0.02% | −4−0.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,375 | $777.6K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,375 | $777.6K | 0.09% | +218+18.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,390 | $780.2K | 0.00% | −851−38.0% | Reduced |
| Hohimer Wealth Management, LLC | 1,397 | $790.0K | 0.15% | −153−9.9% | Reduced |
| Sustainable Growth Advisers, LP | 1,410 | $797.4K | 0.00% | −942,266−99.9% | Reduced |
| Three Seasons Wealth, LLC | 1,433 | $810.4K | 0.40% | +61+4.4% | Added |
| Transcend Wealth Collective, LLC | 1,434 | $810.9K | 0.06% | +251+21.2% | Added |
| Vestcor Inc | 1,435 | $811.0K | 0.03% | +3+0.2% | Added |
| Alpha Wealth Funds, LLC | 1,450 | $820.0K | 0.89% | +1,450 | New |
| Kovitz Investment Group Partners, LLC | 1,456 | $823.6K | 0.00% | +180+14.1% | Added |
| Creekmur Asset Management LLC | 1,460 | $825.8K | 0.17% | +1,460 | New |
| BlueSpruce Investments, LP | 1,461 | $826.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,468 | $830.2K | 0.02% | −2,839−65.9% | Reduced |
| SBI Securities Co., Ltd. | 1,469 | $830.7K | 0.03% | +24+1.7% | Added |
| RB Capital Management, LLC | 1,475 | $834.1K | 0.20% | −44−2.9% | Reduced |
| Gries Financial LLC | 1,485 | $839.8K | 0.16% | +208+16.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,503 | $850.0K | 0.25% | −99−6.2% | Reduced |
| WSFS Capital Management, LLC | 1,507 | $852.2K | 0.05% | −137−8.3% | Reduced |
| Leonteq Securities AG | 1,512 | $855.3K | 0.07% | −614−28.9% | Reduced |
| Coldstream Capital Management Inc | 1,514 | $856.1K | 0.02% | −421−21.8% | Reduced |