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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 1,522 | $860.7K | 0.01% | +145+10.5% | Added |
| Gen-Wealth Partners Inc | 1,528 | $863.9K | 0.36% | +179+13.3% | Added |
| Intellectus Partners, LLC | 1,545 | $873.5K | 0.22% | −46−2.9% | Reduced |
| Texas Capital Bancshares Inc | 1,548 | $875.4K | 0.37% | −11−0.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,550 | $876.5K | 0.16% | −100−6.1% | Reduced |
| LVW Advisors, LLC | 1,563 | $883.9K | 0.11% | +103+7.1% | Added |
| FJ Capital Management LLC | 1,573 | $889.5K | 0.09% | +528+50.5% | Added |
| Redwood Investments, LLC | 1,584 | $895.8K | 0.34% | −56−3.4% | Reduced |
| Arbor Capital Management Inc | 1,585 | $897.4K | 0.87% | +36+2.3% | Added |
| Benin Management CORP | 1,598 | $903.7K | 0.26% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,600 | $904.8K | 0.18% | +1,600 | New |
| J. Safra Sarasin Holding AG | 1,619 | $915.5K | 0.02% | −143−8.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,635 | $924.6K | 0.74% | +442+37.0% | Added |
| Ci Investments Inc. | 1,643 | $929.0K | 0.00% | +192+13.2% | Added |
| Guggenheim Capital LLC | 1,645 | $930.2K | 0.01% | −216−11.6% | Reduced |
| Meeder Advisory Services, Inc. | 1,646 | $930.9K | 0.06% | +4+0.2% | Added |
| Fox Run Management, L.L.C. | 1,670 | $944.4K | 0.15% | −1,079−39.3% | Reduced |
| R Squared Ltd | 1,670 | $944.4K | 1.01% | +1,050+169.4% | Added |
| Centiva Capital, LP | 1,704 | $963.6K | 0.06% | +1,188+230.2% | Added |
| Wallace Advisory Group, LLC | 1,612 | $967.2K | 0.67% | +17+1.1% | Added |
| Toth Financial Advisory Corp | 1,720 | $972.7K | 0.12% | +836+94.6% | Added |
| Diversify Wealth Management, LLC | 1,833 | $990.5K | 0.07% | −265−12.6% | Reduced |
| Ballentine Partners, LLC | 1,758 | $994.1K | 0.02% | +10+0.6% | Added |
| Harbor Capital Advisors, Inc. | 1,762 | $996.0K | 0.05% | +496+39.2% | Added |
| NVWM, LLC | 1,772 | $1.00M | 0.27% | +5+0.3% | Added |
| Copperwynd Financial, LLC | 1,773 | $1.00M | 0.28% | +91+5.4% | Added |
| Institute for Wealth Management, LLC. | 1,777 | $1.00M | 0.13% | +226+14.6% | Added |
| Montag A & Associates Inc | 1,779 | $1.01M | 0.05% | +89+5.3% | Added |
| Equitable Holdings, Inc. | 1,793 | $1.01M | 0.01% | +420+30.6% | Added |
| Everence Capital Management Inc | 1,797 | $1.02M | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,802 | $1.02M | 0.01% | +139+8.4% | Added |
| Regions Financial Corp | 1,803 | $1.02M | 0.01% | −122−6.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 1,854 | $1.05M | 0.17% | −308−14.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,870 | $1.06M | 0.15% | +410+28.1% | Added |
| Callan Family Office, LLC | 1,880 | $1.06M | 0.08% | +386+25.8% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.06M | 0.20% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,931 | $1.09M | 0.02% | +31+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,955 | $1.11M | 0.07% | −220−10.1% | Reduced |
| Empowered Funds, LLC | 2,003 | $1.13M | 0.02% | +142+7.6% | Added |
| Davidson Kahn Capital Management, LLC | 2,004 | $1.13M | 0.88% | +168+9.2% | Added |
| CAPROCK Group, Inc. | 2,013 | $1.14M | 0.03% | −585−22.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,015 | $1.14M | 0.00% | −2,376−54.1% | Reduced |
| Frank, Rimerman Advisors LLC | 2,047 | $1.16M | 0.09% | +29+1.4% | Added |
| Cresset Asset Management, LLC | 2,075 | $1.17M | 0.01% | +136+7.0% | Added |
| Figure 8 Investment Strategies LLC | 2,076 | $1.17M | 1.23% | +110+5.6% | Added |
| King Luther Capital Management Corp | 2,081 | $1.18M | 0.01% | −98−4.5% | Reduced |
| Avantax Advisory Services, Inc. | 2,091 | $1.18M | 0.01% | −32−1.5% | Reduced |
| Principal Securities, Inc. | 1,978 | $1.19M | 0.03% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 2,110 | $1.19M | 0.13% | +107+5.3% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,128 | $1.20M | 0.03% | −1,522−41.7% | Reduced |
| Buckingham Strategic Partners | 2,148 | $1.21M | 0.02% | +2,148 | New |
| ProVise Management Group, LLC | 2,149 | $1.22M | 0.10% | −85−3.8% | Reduced |
| Keybank National Association | 2,150 | $1.22M | 0.00% | +216+11.2% | Added |
| Personal Cfo Solutions, LLC | 2,167 | $1.23M | 0.25% | −333−13.3% | Reduced |
| IFP Advisors, Inc | 2,197 | $1.24M | 0.04% | +126+6.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,210 | $1.25M | 0.09% | +2,210 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,222 | $1.26M | 0.01% | −998−31.0% | Reduced |
| EP Wealth Advisors, LLC | 2,235 | $1.26M | 0.01% | −8−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,237 | $1.27M | 0.09% | +2,237 | New |
| AXS Investments LLC | 2,238 | $1.27M | 0.35% | −23−1.0% | Reduced |
| Kestra Advisory Services, LLC | 2,280 | $1.29M | 0.01% | −1,854−44.8% | Reduced |
| Snowden Capital Advisors LLC | 2,312 | $1.31M | 0.04% | −254−9.9% | Reduced |
| Capital Investment Advisory Services, LLC | 2,312 | $1.31M | 0.12% | +69+3.1% | Added |
| Fairbanks Capital Management, Inc. | 2,372 | $1.34M | 0.86% | −774−24.6% | Reduced |
| Bennett Selby Investments LP | 2,382 | $1.35M | 0.53% | +122+5.4% | Added |
| Bridgefront Capital, LLC | 2,386 | $1.35M | 0.39% | +988+70.7% | Added |
| Lincoln Capital LLC | 2,507 | $1.35M | 0.28% | +2,507 | New |
| Crossmark Global Holdings, Inc. | 2,408 | $1.36M | 0.02% | −244−9.2% | Reduced |
| AE Wealth Management LLC | 2,414 | $1.37M | 0.01% | −343−12.4% | Reduced |
| Cornercap Investment Counsel Inc | 2,429 | $1.37M | 0.72% | −32−1.3% | Reduced |
| Walleye Trading LLC | 2,429 | $1.37M | 0.04% | +2,429 | New |
| SRN Advisors, LLC | 2,441 | $1.38M | 1.55% | −64−2.6% | Reduced |
| Nomura Holdings Inc | 2,442 | $1.38M | 0.01% | −141−5.5% | Reduced |
| Sequoia Financial Advisors, LLC | 2,450 | $1.39M | 0.01% | −280−10.3% | Reduced |
| NewEdge Wealth, LLC | 2,458 | $1.39M | 0.03% | −517−17.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,470 | $1.40M | 0.02% | −19−0.8% | Reduced |
| Jackson Hill Advisors, LLC | 2,500 | $1.41M | 0.77% | +2,500 | New |
| Entropy Technologies, LP | 2,575 | $1.46M | 0.14% | +1,788+227.2% | Added |
| Legacy Advisors, LLC | 2,644 | $1.50M | 0.16% | −158−5.6% | Reduced |
| BDF-Gestion | 2,668 | $1.51M | 0.17% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,677 | $1.51M | 0.17% | −3,802−58.7% | Reduced |
| Achmea Investment Management B.V. | 2,683 | $1.52M | 0.02% | +2,683 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2,707 | $1.53M | 0.00% | +2,650+4,649.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,710 | $1.53M | 0.01% | +465+20.7% | Added |
| Signal Advisors Wealth, LLC | 2,719 | $1.54M | 0.15% | −14−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,755 | $1.54M | 0.05% | −868−24.0% | Reduced |
| Empirical Finance, LLC | 2,752 | $1.56M | 0.09% | +61+2.3% | Added |
| City Holding Co | 2,763 | $1.56M | 0.22% | −36−1.3% | Reduced |
| Omers Administration Corp | 2,831 | $1.60M | 0.01% | −471−14.3% | Reduced |
| QRG Capital Management, Inc. | 2,834 | $1.60M | 0.02% | −235−7.7% | Reduced |
| Tema ETFs LLC | 2,901 | $1.64M | 0.49% | +1,710+143.6% | Added |
| RSM US Wealth Management LLC | 2,911 | $1.65M | 0.03% | −801−21.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 2,957 | $1.67M | 0.61% | +920+45.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,018 | $1.70M | 0.09% | +3,018 | New |
| Schechter Investment Advisors, LLC | 3,016 | $1.71M | 0.14% | −331−9.9% | Reduced |
| Union Bancaire Privee, UBP SA | 2,974 | $1.73M | 0.03% | −1,874−38.7% | Reduced |
| Allstate Corp | 3,066 | $1.73M | 0.05% | +741+31.9% | Added |
| Generali Asset Management SPA SGR | 3,094 | $1.75M | 0.04% | +3,094 | New |
| E Fund Management Co., Ltd. | 3,102 | $1.75M | 0.08% | −128−4.0% | Reduced |
| Metis Global Partners, LLC | 3,154 | $1.78M | 0.05% | +507+19.2% | Added |