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 |
|---|---|---|---|---|---|
| Stephens Inc | 3,163 | $1.79M | 0.03% | −105−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,168 | $1.79M | 0.01% | −39−1.2% | Reduced |
| Nebula Research & Development LLC | 3,185 | $1.80M | 0.17% | +1,461+84.7% | Added |
| Verdence Capital Advisors LLC | 3,201 | $1.81M | 0.14% | −499−13.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,292 | $1.84M | 0.02% | +213+6.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,260 | $1.84M | 0.02% | +1,196+57.9% | Added |
| Eqis Capital Management, Inc. | 3,320 | $1.88M | 0.16% | −204−5.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,327 | $1.88M | 1.08% | +2+0.1% | Added |
| Voleon Capital Management LP | 3,376 | $1.91M | 0.15% | +2,670+378.2% | Added |
| Caxton Associates LLP | 3,380 | $1.91M | 0.07% | +3,380 | New |
| Bokf, NA | 3,381 | $1.91M | 0.03% | −494−12.7% | Reduced |
| Interval Partners, LP | 3,406 | $1.93M | 0.07% | +3,406 | New |
| Americana Partners, LLC | 3,450 | $1.95M | 0.08% | +1,013+41.6% | Added |
| Greenleaf Trust | 3,468 | $1.96M | 0.02% | +22+0.6% | Added |
| ING Groep NV | 3,483 | $1.97M | 0.01% | −59−1.7% | Reduced |
| Segment Wealth Management, LLC | 3,525 | $1.99M | 0.13% | +262+8.0% | Added |
| EFG Asset Management (North America) Corp. | 3,530 | $2.00M | 0.33% | +609+20.8% | Added |
| Advisor Group Holdings, Inc. | 3,537 | $2.00M | 0.00% | −10,694−75.1% | Reduced |
| Maryland State Retirement & Pension System | 3,553 | $2.01M | 0.05% | −505−12.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,542 | $2.01M | 0.00% | −35−1.0% | Reduced |
| Fiduciary Trust Co | 3,575 | $2.02M | 0.03% | −86−2.3% | Reduced |
| Dakota Wealth Management | 3,589 | $2.03M | 0.05% | −286−7.4% | Reduced |
| Gibbs Wealth Management | 3,602 | $2.04M | 0.49% | +614+20.5% | Added |
| Machina Capital S.A.S. | 3,633 | $2.05M | 0.61% | +721+24.8% | Added |
| New Mexico Educational Retirement Board | 3,700 | $2.09M | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,710 | $2.10M | 0.05% | +1,340+56.5% | Added |
| Canandaigua National Bank & Trust Co | 3,723 | $2.11M | 0.21% | −325−8.0% | Reduced |
| Shelton Capital Management | 3,744 | $2.12M | 0.05% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 3,754 | $2.12M | 1.43% | +24+0.6% | Added |
| Janney Montgomery Scott LLC | 3,759 | $2.13M | 0.01% | +897+31.3% | Added |
| MAI Capital Management | 3,783 | $2.14M | 0.02% | +67+1.8% | Added |
| Meitav Dash Investments Ltd | 3,808 | $2.15M | 0.04% | +152+4.2% | Added |
| Dynasty Wealth Management, LLC | 3,813 | $2.16M | 0.04% | +35+0.9% | Added |
| Diversified Trust Co | 3,820 | $2.16M | 0.05% | +711+22.9% | Added |
| NEOS Investment Management LLC | 3,868 | $2.19M | 0.04% | +1,711+79.3% | Added |
| Change Path, LLC | 3,881 | $2.19M | 0.07% | −72−1.8% | Reduced |
| Plato Investment Management Ltd | 3,878 | $2.22M | 0.19% | −521−11.8% | Reduced |
| LGT Fund Management Co Ltd. | 4,019 | $2.27M | 0.20% | −766−16.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,036 | $2.27M | 0.02% | +2,223+122.6% | Added |
| Grove Bank & Trust | 4,044 | $2.29M | 0.31% | +142+3.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,050 | $2.29M | 0.21% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,056 | $2.29M | 0.12% | +2,290+129.7% | Added |
| Delta Investment Management, LLC | 4,057 | $2.29M | 0.46% | −35−0.9% | Reduced |
| Allianz SE | 4,075 | $2.30M | 0.06% | 00.0% | Unchanged |
| Groupama Asset Managment | 4,127 | $2.30M | 0.05% | −84−2.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,238 | $2.32M | 1.41% | +245+6.1% | Added |
| Securian Asset Management, Inc | 4,130 | $2.34M | 0.07% | −107−2.5% | Reduced |
| Value Partners Investments Inc. | 4,150 | $2.35M | 0.20% | −135−3.2% | Reduced |
| Louisiana State Employees Retirement System | 4,200 | $2.38M | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,238 | $2.40M | 0.01% | −7,612−64.2% | Reduced |
| Palumbo Wealth Management LLC | 4,261 | $2.41M | 0.81% | +799+23.1% | Added |
| Assetmark, Inc | 4,288 | $2.42M | 0.01% | −2,650−38.2% | Reduced |
| Sumitomo Life Insurance Co | 4,308 | $2.44M | 0.09% | −18−0.4% | Reduced |
| MV Capital Management, Inc. | 4,366 | $2.47M | 0.26% | −28−0.6% | Reduced |
| Quest Partners LLC | 4,393 | $2.48M | 0.27% | +1,340+43.9% | Added |
| Norden Group LLC | 4,489 | $2.54M | 0.29% | −131−2.8% | Reduced |
| Trillium Asset Management, LLC | 4,523 | $2.56M | 0.07% | −15,186−77.1% | Reduced |
| Delta Global Management LP | 4,533 | $2.56M | 0.18% | +4,533 | New |
| E. Ohman J:or Asset Management AB | 4,559 | $2.58M | 0.07% | +286+6.7% | Added |
| Gulf International Bank (UK) Ltd | 4,578 | $2.59M | 0.09% | −1,686−26.9% | Reduced |
| US Bancorp | 4,597 | $2.60M | 0.00% | −153−3.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,651 | $2.63M | 0.69% | −393−7.8% | Reduced |
| PFG Advisors | 4,652 | $2.63M | 0.15% | +1,264+37.3% | Added |
| Hartford Investment Management Co | 4,739 | $2.68M | 0.09% | −113−2.3% | Reduced |
| Fisher Asset Management, LLC | 4,774 | $2.70M | 0.00% | −98,373−95.4% | Reduced |
| Freedom Day Solutions, LLC | 4,779 | $2.70M | 0.83% | −99−2.0% | Reduced |
| Abn Amro Investment Solutions | 4,824 | $2.73M | 0.06% | +282+6.2% | Added |
| Norinchukin Bank, The | 4,895 | $2.77M | 0.05% | +614+14.3% | Added |
| MML Investors Services, LLC | 4,899 | $2.77M | 0.01% | −1,316−21.2% | Reduced |
| Cornerstone Advisors, LLC | 4,900 | $2.77M | 0.12% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,914 | $2.78M | 0.54% | +5+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 4,752 | $2.81M | 0.52% | +4,268+881.8% | Added |
| Alamar Capital Management, LLC | 4,986 | $2.82M | 1.68% | −235−4.5% | Reduced |
| Intech Investment Management LLC | 5,059 | $2.86M | 0.03% | −192−3.7% | Reduced |
| Tocqueville Asset Management L.P. | 5,076 | $2.87M | 0.05% | +35+0.7% | Added |
| Mercer Global Advisors Inc | 5,122 | $2.90M | 0.01% | +1,379+36.8% | Added |
| Ofi Invest Asset Management | 5,570 | $2.92M | 0.08% | +880+18.8% | Added |
| Kentucky Retirement Systems | 5,189 | $2.93M | 0.09% | −216−4.0% | Reduced |
| Fifth Third Bancorp | 5,192 | $2.94M | 0.01% | −676−11.5% | Reduced |
| Peak Financial Advisors LLC | 5,230 | $2.96M | 1.51% | +5,230 | New |
| GAM Holding AG | 5,299 | $3.00M | 0.23% | +5,299 | New |
| Pallas Capital Advisors LLC | 5,424 | $3.07M | 0.13% | +2,821+108.4% | Added |
| Jones Financial Companies LLLP | 5,513 | $3.08M | 0.00% | +2,276+70.3% | Added |
| Simplex Trading, LLC | 5,490 | $3.10M | 0.11% | +5,490 | New |
| Apollon Wealth Management, LLC | 5,501 | $3.11M | 0.07% | +489+9.8% | Added |
| Ghe, LLC | 5,502 | $3.11M | 1.41% | −168−3.0% | Reduced |
| Sanctuary Advisors, LLC | 5,581 | $3.16M | 0.02% | −748−11.8% | Reduced |
| Avanza Fonder AB | 5,515 | $3.18M | 0.10% | +10.0% | Added |
| Northwestern Mutual Wealth Management Co | 5,667 | $3.20M | 0.00% | +1,624+40.2% | Added |
| Twinbeech Capital LP | 5,741 | $3.25M | 0.06% | −28,562−83.3% | Reduced |
| Cumberland Partners Ltd | 5,750 | $3.25M | 0.25% | +250+4.5% | Added |
| Brevan Howard Capital Management LP | 5,997 | $3.39M | 0.10% | −4,791−44.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,062 | $3.43M | 0.03% | +142+2.4% | Added |
| PGGM Investments | 6,095 | $3.45M | 0.05% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,112 | $3.46M | 0.02% | −17,491−74.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,200 | $3.51M | 0.03% | −1,430−18.7% | Reduced |
| Wealthfront Advisers LLC | 6,207 | $3.51M | 0.01% | +346+5.9% | Added |
| Mizuho Securities USA LLC | 6,218 | $3.52M | 0.08% | −1,210−16.3% | Reduced |
| Fred Alger Management, LLC | 6,232 | $3.52M | 0.02% | −18,376−74.7% | Reduced |
| Commonwealth Equity Services, LLC | 6,269 | $3.54M | 0.01% | −59−0.9% | Reduced |