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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 6,303 | $3.56M | 0.29% | +43+0.7% | Added |
| Advisors Asset Management, Inc. | 6,348 | $3.59M | 0.07% | +1,261+24.8% | Added |
| Evelyn Partners Investment Management LLP | 6,405 | $3.62M | 0.12% | −312−4.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,409 | $3.62M | 0.02% | +2,666+71.2% | Added |
| Davenport & Co LLC | 6,511 | $3.65M | 0.02% | −439−6.3% | Reduced |
| Quadrature Capital Ltd | 6,488 | $3.67M | 0.08% | −1,522−19.0% | Reduced |
| Swiss Life Asset Management Ltd | 6,522 | $3.69M | 0.03% | +1,756+36.8% | Added |
| Woodline Partners LP | 6,585 | $3.72M | 0.02% | +1,846+39.0% | Added |
| Knollwood Investment Advisory, LLC | 6,597 | $3.73M | 0.41% | 00.0% | Unchanged |
| Vanderbilt University | 6,614 | $3.74M | 0.71% | +1,236+23.0% | Added |
| Tsai Capital Corp | 6,620 | $3.74M | 3.08% | −503−7.1% | Reduced |
| Avanda Investment Management Pte. Ltd. | 6,674 | $3.77M | 1.34% | +107+1.6% | Added |
| UniSuper Management Pty Ltd | 6,707 | $3.79M | 0.03% | +388+6.1% | Added |
| Oregon Public Employees Retirement Fund | 6,718 | $3.80M | 0.07% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 6,914 | $3.90M | 0.87% | +2,556+58.7% | Added |
| Qsemble Capital Management, LP | 6,933 | $3.92M | 0.42% | −296−4.1% | Reduced |
| Bulltick Wealth Management, LLC | 7,020 | $3.97M | 1.05% | +7,020 | New |
| Rakuten Investment Management, Inc. | 7,117 | $3.97M | 0.02% | +7,117 | New |
| Pacer Advisors, Inc. | 7,097 | $4.01M | 0.01% | −2,635−27.1% | Reduced |
| Yacktman Asset Management LP | 7,110 | $4.02M | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 7,200 | $4.07M | 0.66% | −131−1.8% | Reduced |
| Vident Advisory, LLC | 7,253 | $4.10M | 0.06% | −441−5.7% | Reduced |
| Merit Financial Group, LLC | 7,301 | $4.13M | 0.06% | +4,309+144.0% | Added |
| Federation des caisses Desjardins du Quebec | 7,343 | $4.15M | 0.02% | +482+7.0% | Added |
| iA Global Asset Management Inc. | 7,383 | $4.17M | 0.07% | +125+1.7% | Added |
| Lazard Asset Management LLC | 7,406 | $4.19M | 0.01% | −4,624−38.4% | Reduced |
| Alps Advisors Inc | 7,413 | $4.19M | 0.02% | +80+1.1% | Added |
| Threadgill Financial, LLC | 7,451 | $4.21M | 2.26% | +6,168+480.7% | Added |
| Roundview Capital LLC | 7,478 | $4.23M | 0.31% | +82+1.1% | Added |
| Ethic Inc. | 7,541 | $4.28M | 0.09% | +144+1.9% | Added |
| CWM Advisors, LLC | 7,595 | $4.29M | 0.51% | −1,389−15.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 7,630 | $4.31M | 0.82% | +338+4.6% | Added |
| Clear Harbor Asset Management, LLC | 7,933 | $4.49M | 0.36% | −24−0.3% | Reduced |
| First Foundation Advisors | 7,954 | $4.50M | 0.18% | +461+6.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,073 | $4.51M | 0.02% | +1,300+19.2% | Added |
| Alberta Investment Management Corp | 8,000 | $4.52M | 0.03% | +400+5.3% | Added |
| Cetera Investment Advisers | 8,114 | $4.59M | 0.01% | −2,514−23.7% | Reduced |
| Ossiam | 8,317 | $4.70M | 0.07% | −61,176−88.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 8,368 | $4.73M | 2.36% | −166−1.9% | Reduced |
| Groupe la Francaise | 8,436 | $4.77M | 0.10% | −394,788−97.9% | Reduced |
| FourThought Financial Partners, LLC | 8,554 | $4.84M | 0.51% | +410+5.0% | Added |
| Modera Wealth Management, LLC | 8,624 | $4.88M | 0.07% | −61−0.7% | Reduced |
| Fortis Capital Management LLC | 8,639 | $4.89M | 0.95% | +412+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,645 | $4.89M | 0.01% | −1,677−16.2% | Reduced |
| Logan Capital Management Inc | 8,672 | $4.90M | 0.22% | −102−1.2% | Reduced |
| Overbrook Management Corp | 8,713 | $4.93M | 1.16% | −9,709−52.7% | Reduced |
| MUFG Securities EMEA plc | 8,999 | $5.09M | 0.13% | +8,999 | New |
| Mutual of America Capital Management LLC | 9,031 | $5.11M | 0.06% | −357−3.8% | Reduced |
| Financial Counselors Inc | 9,031 | $5.11M | 0.08% | −202−2.2% | Reduced |
| Yousif Capital Management, LLC | 9,199 | $5.20M | 0.06% | −13−0.1% | Reduced |
| Jensen Investment Management Inc | 9,240 | $5.23M | 0.06% | −1,110−10.7% | Reduced |
| Janus Henderson Group PLC | 9,482 | $5.29M | 0.00% | +58+0.6% | Added |
| CIBC World Markets Corp | 9,400 | $5.32M | 0.04% | −2,973−24.0% | Reduced |
| CIBC World Markets Inc. | 9,533 | $5.39M | 0.01% | +352+3.8% | Added |
| LGT Group Foundation | 9,562 | $5.41M | 0.07% | +103+1.1% | Added |
| JustInvest LLC | 9,576 | $5.42M | 0.08% | +454+5.0% | Added |
| Eisler Capital Management Ltd. | 9,643 | $5.45M | 0.16% | +9,643 | New |
| Nissay Asset Management Corp | 9,699 | $5.48M | 0.04% | +86+0.9% | Added |
| Graham Capital Management, L.P. | 9,865 | $5.58M | 0.18% | +3,882+64.9% | Added |
| Donaldson Capital Management, LLC | 9,988 | $5.65M | 0.21% | +225+2.3% | Added |
| Bell Asset Management Ltd | 10,014 | $5.66M | 1.04% | +2,947+41.7% | Added |
| Evoke Wealth, LLC | 10,117 | $5.72M | 0.15% | −817−7.5% | Reduced |
| Jefferies Financial Group Inc. | 10,284 | $5.82M | 0.10% | −778−7.0% | Reduced |
| New York Life Investment Management LLC | 10,364 | $5.86M | 0.06% | −117−1.1% | Reduced |
| Level Four Advisory Services, LLC | 10,401 | $5.88M | 0.24% | +816+8.5% | Added |
| Advisors Capital Management, LLC | 10,434 | $5.90M | 0.09% | +146+1.4% | Added |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.55% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10,561 | $5.97M | 0.07% | +10,561 | New |
| Marsico Capital Management LLC | 10,594 | $5.99M | 0.21% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,674 | $6.04M | 0.19% | +7,533+239.8% | Added |
| La Banque Postale Asset Management SA | 10,676 | $6.04M | 0.09% | −2,861−21.1% | Reduced |
| Bellwether Advisors, LLC | 10,757 | $6.08M | 1.27% | −1,477−12.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,910 | $6.17M | 0.07% | −1,400−11.4% | Reduced |
| United Services Automobile Association | 11,214 | $6.26M | 0.19% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,113 | $6.28M | 0.06% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 11,219 | $6.34M | 0.22% | +11,219 | New |
| Brinker Capital Investments, LLC | 11,447 | $6.47M | 0.06% | −13,672−54.4% | Reduced |
| Orion Portfolio Solutions, LLC | 11,447 | $6.47M | 0.06% | −13,672−54.4% | Reduced |
| Heron Bay Capital Management | 11,610 | $6.57M | 1.38% | +30.0% | Added |
| M&T Bank Corp | 11,614 | $6.57M | 0.02% | −615−5.0% | Reduced |
| State of Alaska, Department of Revenue | 11,675 | $6.60M | 0.07% | +360+3.2% | Added |
| AMG National Trust Bank | 11,771 | $6.66M | 0.19% | 00.0% | Unchanged |
| Montanaro Asset Management Ltd | 12,000 | $6.79M | 1.99% | −5,000−29.4% | Reduced |
| KBC Group NV | 12,048 | $6.81M | 0.02% | −423−3.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,282 | $6.95M | 0.12% | +271+2.3% | Added |
| Middleton & Co Inc | 12,346 | $6.98M | 0.82% | −346−2.7% | Reduced |
| Utah Retirement Systems | 12,610 | $7.13M | 0.08% | −44−0.3% | Reduced |
| Creative Planning | 12,899 | $7.29M | 0.01% | +835+6.9% | Added |
| TCW Group Inc | 12,916 | $7.30M | 0.07% | −908−6.6% | Reduced |
| USS Investment Management Ltd | 12,966 | $7.33M | 0.06% | −2,100−13.9% | Reduced |
| Motley Fool Wealth Management, LLC | 13,022 | $7.36M | 0.44% | −1,188−8.4% | Reduced |
| Scotia Capital Inc. | 13,094 | $7.40M | 0.04% | +5,697+77.0% | Added |
| BNP Paribas | 13,415 | $7.56M | 0.31% | −5,148−27.7% | Reduced |
| DnB Asset Management AS | 13,443 | $7.60M | 0.04% | +121+0.9% | Added |
| ExodusPoint Capital Management, LP | 13,579 | $7.68M | 0.10% | +13,579 | New |
| Silvant Capital Management LLC | 13,603 | $7.69M | 0.35% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,625 | $7.70M | 0.03% | −43,866−76.3% | Reduced |
| D. E. Shaw & Co., Inc. | 13,628 | $7.71M | 0.01% | −15,306−52.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,762 | $7.78M | 0.01% | +7,063+105.4% | Added |
| Truist Financial Corp | 13,775 | $7.79M | 0.01% | −4,843−26.0% | Reduced |