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 |
|---|---|---|---|---|---|
| Thematics Asset Management | 13,806 | $7.81M | 0.39% | −380−2.7% | Reduced |
| Atria Investments LLC | 13,870 | $7.84M | 0.10% | −2,807−16.8% | Reduced |
| Ascent Wealth Partners, LLC | 14,102 | $7.97M | 1.07% | +712+5.3% | Added |
| IFM Investors Pty Ltd | 14,105 | $7.98M | 0.09% | −341−2.4% | Reduced |
| SummitTX Capital, L.P. | 14,289 | $8.08M | 0.36% | +14,289 | New |
| Aquatic Capital Management LLC | 14,470 | $8.18M | 0.21% | −3,586−19.9% | Reduced |
| Pathstone Holdings, LLC | 14,471 | $8.18M | 0.04% | −685−4.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,475 | $8.19M | 0.83% | +429+3.1% | Added |
| CWM, LLC | 14,507 | $8.20M | 0.03% | +9,713+202.6% | Added |
| GWN Securities Inc. | 14,499 | $8.21M | 0.46% | +14,022+2,939.6% | Added |
| Strategic Global Advisors, LLC | 14,574 | $8.24M | 1.63% | −473−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,643 | $8.28M | 0.07% | +1,825+14.2% | Added |
| Sterling Capital Management LLC | 14,953 | $8.46M | 0.13% | −817−5.2% | Reduced |
| British Columbia Investment Management Corp | 14,988 | $8.48M | 0.05% | −72−0.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 15,280 | $8.64M | 1.75% | +114+0.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 15,730 | $8.90M | 1.21% | +8,573+119.8% | Added |
| Progressive Investment Management Corp | 15,744 | $8.90M | 2.49% | −297−1.9% | Reduced |
| Northwest & Ethical Investments L.P. | 15,874 | $8.98M | 0.24% | +474+3.1% | Added |
| Forsta Ap-Fonden | 16,000 | $9.05M | 0.07% | −13,400−45.6% | Reduced |
| Verition Fund Management LLC | 16,411 | $9.28M | 0.05% | +4,916+42.8% | Added |
| Amalgamated Bank | 16,547 | $9.36M | 0.08% | +229+1.4% | Added |
| Retirement Systems of Alabama | 16,687 | $9.44M | 0.04% | −280−1.7% | Reduced |
| M&G Plc | 17,227 | $9.75M | 0.05% | +1,040+6.4% | Added |
| 2Xideas AG | 17,391 | $9.83M | 1.49% | −4,166−19.3% | Reduced |
| First Long Island Investors, LLC | 17,419 | $9.85M | 0.81% | −155−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 17,547 | $9.92M | 0.02% | −6,379−26.7% | Reduced |
| United Capital Financial Advisers, LLC | 17,744 | $10.0M | 0.09% | −146−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,758 | $10.0M | 0.06% | +1,094+6.6% | Added |
| Czech National Bank | 17,835 | $10.1M | 0.09% | +842+5.0% | Added |
| The PNC Financial Services Group, Inc. | 18,148 | $10.3M | 0.01% | +1,145+6.7% | Added |
| Nutshell Asset Management Ltd | 18,233 | $10.3M | 5.37% | +2,217+13.8% | Added |
| Empower Advisory Group, LLC | 18,583 | $10.5M | 0.03% | −213−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,637 | $10.5M | 0.11% | −4,684−20.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,711 | $10.6M | 0.11% | +1,103+6.3% | Added |
| ProShare Advisors LLC | 19,350 | $10.9M | 0.02% | +1,355+7.5% | Added |
| Xponance, Inc. | 19,601 | $11.1M | 0.11% | +40.0% | Added |
| Commerce Bank | 19,770 | $11.2M | 0.07% | +139+0.7% | Added |
| RBF Capital, LLC | 20,000 | $11.3M | 0.71% | 00.0% | Unchanged |
| Sone Capital Management, LLC | 20,243 | $11.4M | 1.18% | +9,729+92.5% | Added |
| Corebridge Financial, Inc. | 20,314 | $11.5M | 0.07% | −1,014−4.8% | Reduced |
| First Horizon Advisors, Inc. | 20,428 | $11.6M | 0.33% | +1,553+8.2% | Added |
| Public Sector Pension Investment Board | 20,802 | $11.8M | 0.05% | +428+2.1% | Added |
| Mariner, LLC | 20,950 | $11.8M | 0.02% | +1,126+5.7% | Added |
| Capital Group Private Client Services, Inc. | 21,286 | $12.0M | 0.12% | −52,361−71.1% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $12.2M | 1.73% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 21,986 | $12.4M | 0.05% | +5,745+35.4% | Added |
| MetLife Investment Management | 22,056 | $12.5M | 0.07% | −588−2.6% | Reduced |
| Mediolanum International Funds Ltd | 22,486 | $12.6M | 0.17% | +618+2.8% | Added |
| Marks Group Wealth Management, Inc | 22,316 | $12.6M | 1.21% | +753+3.5% | Added |
| Spence Asset Management | 22,473 | $12.7M | 3.16% | +330+1.5% | Added |
| Handelsbanken Fonder AB | 23,142 | $13.1M | 0.05% | −786−3.3% | Reduced |
| Hudson Bay Capital Management LP | 23,402 | $13.2M | 0.08% | −86,712−78.7% | Reduced |
| Arizona State Retirement System | 23,825 | $13.5M | 0.09% | +1,354+6.0% | Added |
| Andra AP-fonden | 24,100 | $13.6M | 0.22% | +15,300+173.9% | Added |
| Jane Street Group, LLC | 24,396 | $13.8M | 0.02% | −3,561−12.7% | Reduced |
| Colony Group, LLC | 24,728 | $14.0M | 0.04% | +2,277+10.1% | Added |
| C WorldWide Group Holding A/S | 24,908 | $14.1M | 0.17% | 00.0% | Unchanged |
| Choate Investment Advisors | 24,988 | $14.1M | 0.35% | +6,890+38.1% | Added |
| Glenmede Trust Co NA | 25,137 | $14.2M | 0.08% | −1,707−6.4% | Reduced |
| Rafferty Asset Management, LLC | 25,455 | $14.4M | 0.06% | −2,200−8.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 25,578 | $14.4M | 0.08% | +1,175+4.8% | Added |
| State of New Jersey Common Pension Fund D | 25,711 | $14.5M | 0.07% | −2,940−10.3% | Reduced |
| Nisa Investment Advisors, LLC | 25,749 | $14.6M | 0.07% | −894−3.4% | Reduced |
| TCG Advisory Services, LLC | 25,819 | $14.6M | 0.59% | −385−1.5% | Reduced |
| HRT Financial LP | 26,073 | $14.7M | 0.09% | +16,019+159.3% | Added |
| Tudor Investment Corp Et Al | 26,131 | $14.8M | 0.13% | −24,140−48.0% | Reduced |
| Bank of Nova Scotia | 26,193 | $14.8M | 0.03% | −29,781−53.2% | Reduced |
| Copeland Capital Management, LLC | 26,269 | $14.9M | 0.30% | −534−2.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 26,286 | $14.9M | 0.25% | +24,064+1,083.0% | Added |
| Mogy Joel R Investment Counsel Inc | 26,638 | $15.1M | 0.97% | +3,590+15.6% | Added |
| Stony Point Capital LLC | 26,769 | $15.1M | 1.64% | +10,562+65.2% | Added |
| KLP Kapitalforvaltning AS | 26,900 | $15.2M | 0.07% | +300+1.1% | Added |
| First Trust Advisors LP | 26,963 | $15.2M | 0.01% | −3,443−11.3% | Reduced |
| Comerica Bank | 27,368 | $15.5M | 0.06% | +1,875+7.4% | Added |
| Capital International Inc | 27,549 | $15.6M | 0.19% | +653+2.4% | Added |
| Cerity Partners LLC | 27,857 | $15.8M | 0.03% | +8,412+43.3% | Added |
| Parnassus Investments | 28,058 | $15.9M | 0.04% | −7,446−21.0% | Reduced |
| Vancity Investment Management Ltd | 28,144 | $15.9M | 2.18% | +28,144 | New |
| Public Employees Retirement System of Ohio | 28,388 | $16.1M | 0.06% | −4,495−13.7% | Reduced |
| Stifel Financial Corp | 28,754 | $16.3M | 0.02% | +120+0.4% | Added |
| State of Tennessee, Treasury Department | 29,501 | $16.7M | 0.06% | +226+0.8% | Added |
| Pittenger & Anderson Inc | 29,899 | $16.9M | 0.62% | −100−0.3% | Reduced |
| Texas Yale Capital Corp. | 30,113 | $17.0M | 0.70% | +163+0.5% | Added |
| London & Capital Asset Management Ltd | 30,182 | $17.1M | 1.46% | −3,403−10.1% | Reduced |
| AXA S.A. | 30,437 | $17.2M | 0.06% | +15,895+109.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 32,560 | $17.4M | 0.17% | −819−2.5% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 31,232 | $17.7M | 4.72% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 31,765 | $18.0M | 0.04% | 00.0% | Unchanged |
| Prana Capital Management, LP | 31,909 | $18.0M | 0.73% | +31,909 | New |
| Azimuth Capital Investment Management LLC | 32,274 | $18.3M | 0.73% | −2,446−7.0% | Reduced |
| Engineers Gate Manager LP | 32,304 | $18.3M | 0.31% | +5,214+19.2% | Added |
| Holocene Advisors, LP | 32,495 | $18.4M | 0.05% | +25,849+388.9% | Added |
| Eventide Asset Management, LLC | 32,676 | $18.5M | 0.37% | +586+1.8% | Added |
| Asset Management One Co.,Ltd. | 33,010 | $18.7M | 0.06% | +2,522+8.3% | Added |
| Teacher Retirement System of Texas | 33,674 | $19.0M | 0.08% | −74,812−69.0% | Reduced |
| Oppenheimer Asset Management Inc. | 34,021 | $19.2M | 0.24% | −3,000−8.1% | Reduced |
| Credit Agricole S A | 34,595 | $19.6M | 0.07% | −28,164−44.9% | Reduced |
| Treasurer of the State of North Carolina | 34,786 | $19.7M | 0.08% | +457+1.3% | Added |
| State of Michigan Retirement System | 35,002 | $19.8M | 0.11% | −200−0.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35,158 | $19.9M | 0.05% | −42,576−54.8% | Reduced |