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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.

Institutional holdersQ1 2025: 1,082 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2025: $40.2B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2024.

Institutions holding MSCI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sentry Investment Management LLC226$114.0K0.08%+111+96.5%Added
Annis Gardner Whiting Capital Advisors, LLC195$110.3K0.05%−26−11.8%Reduced
Goldstream Capital Management Ltd195$110.3K0.07%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.192$109.0K0.10%−158−45.1%Reduced
Vega Investment Solutions186$105.2K0.02%+186New
Parkside Financial Bank & Trust182$102.9K0.01%+8+4.6%Added
Global Financial Private Client, LLC179$101.2K0.04%+49+37.7%Added
Dunhill Financial, LLC178$100.4K0.05%−2−1.1%Reduced
Ronald Blue Trust, Inc.169$95.6K0.00%−50−22.8%Reduced
YANKCOM Partnership169$95.6K0.05%+7+4.3%Added
Stonehage Fleming Financial Services Holdings Ltd165$93.3K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC159$89.9K0.03%+159New
Acima Private Wealth, LLC153$86.5K0.03%00.0%Unchanged
Center for Financial Planning, Inc.145$82.0K0.01%00.0%Unchanged
Sunbelt Securities, Inc.142$80.3K0.01%+19+15.4%Added
Pin Oak Investment Advisors Inc130$73.0K0.06%00.0%Unchanged
Private Trust Co NA128$72.4K0.01%+15+13.3%Added
Quent Capital, LLC121$68.6K0.01%+10+9.0%Added
Intact Investment Management Inc.119$67.3K0.00%+119New
Whipplewood Advisors, LLC146$66.2K0.04%+21+16.8%Added
Cary Street Partners Financial LLC115$65.0K0.00%−14−10.9%Reduced
WPG Advisers, LLC110$62.2K0.06%−21−16.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$62.2K0.02%00.0%Unchanged
LRI Investments, LLC102$57.6K0.01%+3+3.0%Added
Financial Network Wealth Advisors LLC101$57.1K0.07%+8+8.6%Added
Pension & Wealth Management Advisors, Inc.99$56.0K0.02%+16+19.3%Added
Geo Capital Gestora de Recursos Ltd97$55.0K0.08%00.0%Unchanged
Hexagon Capital Partners LLC96$54.3K0.01%−49−33.8%Reduced
Rakuten Securities, Inc.94$53.2K0.03%+85+944.4%Added
American National Bank92$52.0K0.01%+91+9,100.0%Added
Versant Capital Management, Inc89$50.3K0.01%+53+147.2%Added
Central Pacific Bank - Trust Division88$49.8K0.01%−4−4.3%Reduced
Geneos Wealth Management Inc.87$49.2K0.00%−50−36.5%Reduced
GW&K Investment Management, LLC84$48.0K0.00%+48+133.3%Added
Riverview Trust Co84$47.5K0.05%−2−2.3%Reduced
First United Bank Trust84$47.5K0.02%−1−1.2%Reduced
Caitong International Asset Management Co., Ltd83$46.9K0.03%+80+2,666.7%Added
Ridgewood Investments LLC82$46.4K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC80$45.2K0.00%00.0%Unchanged
Arlington Trust Co LLC80$45.2K0.01%00.0%Unchanged
HWG Holdings LP77$43.5K0.02%+77New
Compagnie Lombard Odier SCmA69$39.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.66$37.0K0.00%+22+50.0%Added
Rothschild Investment LLC64$36.2K0.00%−19−22.9%Reduced
Hemington Wealth Management65$36.0K0.01%+7+12.1%Added
Farmers & Merchants Investments Inc61$34.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC61$34.5K0.00%00.0%Unchanged
Trust Co of Vermont58$32.8K0.00%+9+18.4%Added
Group One Trading, L.P.58$32.8K0.00%+58New
Johnson Financial Group, Inc.53$30.0K0.00%−10−15.9%Reduced
Meeder Asset Management Inc52$29.4K0.00%+30+136.4%Added
Rise Advisors, LLC50$28.0K0.01%+2+4.2%Added
Optiver Holding B.V.48$27.1K0.00%−219−82.0%Reduced
Financial Network Wealth Management LLC48$27.0K0.01%+48New
Carolinas Wealth Consulting LLC45$25.4K0.01%00.0%Unchanged
Aventura Private Wealth, LLC44$24.9K0.01%00.0%Unchanged
Washington Trust Co41$23.2K0.00%00.0%Unchanged
South State Corp.38$21.5K0.00%+38New
Bell Investment Advisors, Inc37$20.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.34$19.2K0.00%−1−2.9%Reduced
AdvisorNet Financial, Inc33$18.7K0.00%00.0%Unchanged
Colonial Trust Co33$18.4K0.00%−36−52.2%Reduced
Rialto Wealth Management, LLC32$18.1K0.01%00.0%Unchanged
TCTC Holdings, LLC32$18.1K0.00%+16+100.0%Added
NewSquare Capital LLC32$18.1K0.00%+27+540.0%Added
Private Wealth Asset Management, LLC32$18.1K0.00%+32New
Saudi Central Bank31$17.5K0.09%+31New
GPS Wealth Strategies Group, LLC31$17.3K0.00%00.0%Unchanged
Manchester Capital Management LLC28$15.8K0.00%+10+55.6%Added
Eastern Bank28$15.8K0.00%+19+211.1%Added
Cornerstone Planning Group LLC28$14.9K0.00%+23+460.0%Added
Sierra Ocean, LLC26$14.8K0.01%00.0%Unchanged
Princeton Global Asset Management LLC26$14.8K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC26$14.7K0.01%00.0%Unchanged
Bank of Jackson Hole Trust24$14.2K0.01%+24New
Anchor Investment Management, LLC25$14.1K0.00%−10−28.6%Reduced
Asset Dedication, LLC24$13.6K0.00%00.0%Unchanged
CoreCap Advisors, LLC24$13.6K0.00%00.0%Unchanged
Golden State Wealth Management, LLC22$12.4K0.00%00.0%Unchanged
Battery Global Advisors, LLC21$12.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC20$11.3K0.00%+11+122.2%Added
Private Wealth Management Group, LLC20$11.3K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC20$11.3K0.00%00.0%Unchanged
Key Financial Inc19$10.7K0.00%00.0%Unchanged
Banque Transatlantique SA18$10.2K0.00%00.0%Unchanged
Park Place Capital Corp17$9.61K0.00%−153−90.0%Reduced
Davidson Capital Management Inc.16$9.05K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$8.48K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$8.48K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.14$8.03K0.01%00.0%Unchanged
Avion Wealth14$8.00K0.00%00.0%Unchanged
Truvestments Capital LLC14$7.92K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$7.92K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC14$7.92K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.14$7.92K0.01%+14New
Flaharty Asset Management, LLC13$7.38K0.00%+13New
Mowery & Schoenfeld Wealth Management, LLC12$6.81K0.01%−2−14.3%Reduced
Beacon Capital Management, LLC12$6.81K0.00%+6+100.0%Added
Heritage Wealth Advisors12$6.79K0.00%−2−14.3%Reduced
Kings Path Partners LLC12$6.79K0.00%00.0%Unchanged