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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 29,899 | $16.9M | 0.62% | −100−0.3% | Reduced |
| State of Tennessee, Treasury Department | 29,501 | $16.7M | 0.06% | +226+0.8% | Added |
| Stifel Financial Corp | 28,754 | $16.3M | 0.02% | +120+0.4% | Added |
| Public Employees Retirement System of Ohio | 28,388 | $16.1M | 0.06% | −4,495−13.7% | Reduced |
| Vancity Investment Management Ltd | 28,144 | $15.9M | 2.18% | +28,144 | New |
| Parnassus Investments | 28,058 | $15.9M | 0.04% | −7,446−21.0% | Reduced |
| Cerity Partners LLC | 27,857 | $15.8M | 0.03% | +8,412+43.3% | Added |
| Capital International Inc | 27,549 | $15.6M | 0.19% | +653+2.4% | Added |
| Comerica Bank | 27,368 | $15.5M | 0.06% | +1,875+7.4% | Added |
| First Trust Advisors LP | 26,963 | $15.2M | 0.01% | −3,443−11.3% | Reduced |
| KLP Kapitalforvaltning AS | 26,900 | $15.2M | 0.07% | +300+1.1% | Added |
| Stony Point Capital LLC | 26,769 | $15.1M | 1.64% | +10,562+65.2% | Added |
| Mogy Joel R Investment Counsel Inc | 26,638 | $15.1M | 0.97% | +3,590+15.6% | Added |
| Susquehanna Fundamental Investments, LLC | 26,286 | $14.9M | 0.25% | +24,064+1,083.0% | Added |
| Copeland Capital Management, LLC | 26,269 | $14.9M | 0.30% | −534−2.0% | Reduced |
| Bank of Nova Scotia | 26,193 | $14.8M | 0.03% | −29,781−53.2% | Reduced |
| Tudor Investment Corp Et Al | 26,131 | $14.8M | 0.13% | −24,140−48.0% | Reduced |
| HRT Financial LP | 26,073 | $14.7M | 0.09% | +16,019+159.3% | Added |
| TCG Advisory Services, LLC | 25,819 | $14.6M | 0.59% | −385−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 25,749 | $14.6M | 0.07% | −894−3.4% | Reduced |
| State of New Jersey Common Pension Fund D | 25,711 | $14.5M | 0.07% | −2,940−10.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 25,578 | $14.4M | 0.08% | +1,175+4.8% | Added |
| Rafferty Asset Management, LLC | 25,455 | $14.4M | 0.06% | −2,200−8.0% | Reduced |
| Glenmede Trust Co NA | 25,137 | $14.2M | 0.08% | −1,707−6.4% | Reduced |
| Choate Investment Advisors | 24,988 | $14.1M | 0.35% | +6,890+38.1% | Added |
| C WorldWide Group Holding A/S | 24,908 | $14.1M | 0.17% | 00.0% | Unchanged |
| Colony Group, LLC | 24,728 | $14.0M | 0.04% | +2,277+10.1% | Added |
| Jane Street Group, LLC | 24,396 | $13.8M | 0.02% | −3,561−12.7% | Reduced |
| Andra AP-fonden | 24,100 | $13.6M | 0.22% | +15,300+173.9% | Added |
| Arizona State Retirement System | 23,825 | $13.5M | 0.09% | +1,354+6.0% | Added |
| Hudson Bay Capital Management LP | 23,402 | $13.2M | 0.08% | −86,712−78.7% | Reduced |
| Handelsbanken Fonder AB | 23,142 | $13.1M | 0.05% | −786−3.3% | Reduced |
| Spence Asset Management | 22,473 | $12.7M | 3.16% | +330+1.5% | Added |
| Marks Group Wealth Management, Inc | 22,316 | $12.6M | 1.21% | +753+3.5% | Added |
| Mediolanum International Funds Ltd | 22,486 | $12.6M | 0.17% | +618+2.8% | Added |
| MetLife Investment Management | 22,056 | $12.5M | 0.07% | −588−2.6% | Reduced |
| Daiwa Securities Group Inc. | 21,986 | $12.4M | 0.05% | +5,745+35.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $12.2M | 1.73% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 21,286 | $12.0M | 0.12% | −52,361−71.1% | Reduced |
| Mariner, LLC | 20,950 | $11.8M | 0.02% | +1,126+5.7% | Added |
| Public Sector Pension Investment Board | 20,802 | $11.8M | 0.05% | +428+2.1% | Added |
| First Horizon Advisors, Inc. | 20,428 | $11.6M | 0.33% | +1,553+8.2% | Added |
| Corebridge Financial, Inc. | 20,314 | $11.5M | 0.07% | −1,014−4.8% | Reduced |
| Sone Capital Management, LLC | 20,243 | $11.4M | 1.18% | +9,729+92.5% | Added |
| RBF Capital, LLC | 20,000 | $11.3M | 0.71% | 00.0% | Unchanged |
| Commerce Bank | 19,770 | $11.2M | 0.07% | +139+0.7% | Added |
| Xponance, Inc. | 19,601 | $11.1M | 0.11% | +40.0% | Added |
| ProShare Advisors LLC | 19,350 | $10.9M | 0.02% | +1,355+7.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,711 | $10.6M | 0.11% | +1,103+6.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,637 | $10.5M | 0.11% | −4,684−20.1% | Reduced |
| Empower Advisory Group, LLC | 18,583 | $10.5M | 0.03% | −213−1.1% | Reduced |
| Nutshell Asset Management Ltd | 18,233 | $10.3M | 5.37% | +2,217+13.8% | Added |
| The PNC Financial Services Group, Inc. | 18,148 | $10.3M | 0.01% | +1,145+6.7% | Added |
| Czech National Bank | 17,835 | $10.1M | 0.09% | +842+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,758 | $10.0M | 0.06% | +1,094+6.6% | Added |
| United Capital Financial Advisers, LLC | 17,744 | $10.0M | 0.09% | −146−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 17,547 | $9.92M | 0.02% | −6,379−26.7% | Reduced |
| First Long Island Investors, LLC | 17,419 | $9.85M | 0.81% | −155−0.9% | Reduced |
| 2Xideas AG | 17,391 | $9.83M | 1.49% | −4,166−19.3% | Reduced |
| M&G Plc | 17,227 | $9.75M | 0.05% | +1,040+6.4% | Added |
| Retirement Systems of Alabama | 16,687 | $9.44M | 0.04% | −280−1.7% | Reduced |
| Amalgamated Bank | 16,547 | $9.36M | 0.08% | +229+1.4% | Added |
| Verition Fund Management LLC | 16,411 | $9.28M | 0.05% | +4,916+42.8% | Added |
| Forsta Ap-Fonden | 16,000 | $9.05M | 0.07% | −13,400−45.6% | Reduced |
| Northwest & Ethical Investments L.P. | 15,874 | $8.98M | 0.24% | +474+3.1% | Added |
| Progressive Investment Management Corp | 15,744 | $8.90M | 2.49% | −297−1.9% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 15,730 | $8.90M | 1.21% | +8,573+119.8% | Added |
| EFG Asset Management (Americas) Corp. | 15,280 | $8.64M | 1.75% | +114+0.8% | Added |
| British Columbia Investment Management Corp | 14,988 | $8.48M | 0.05% | −72−0.5% | Reduced |
| Sterling Capital Management LLC | 14,953 | $8.46M | 0.13% | −817−5.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,643 | $8.28M | 0.07% | +1,825+14.2% | Added |
| Strategic Global Advisors, LLC | 14,574 | $8.24M | 1.63% | −473−3.1% | Reduced |
| GWN Securities Inc. | 14,499 | $8.21M | 0.46% | +14,022+2,939.6% | Added |
| CWM, LLC | 14,507 | $8.20M | 0.03% | +9,713+202.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,475 | $8.19M | 0.83% | +429+3.1% | Added |
| Pathstone Holdings, LLC | 14,471 | $8.18M | 0.04% | −685−4.5% | Reduced |
| Aquatic Capital Management LLC | 14,470 | $8.18M | 0.21% | −3,586−19.9% | Reduced |
| SummitTX Capital, L.P. | 14,289 | $8.08M | 0.36% | +14,289 | New |
| IFM Investors Pty Ltd | 14,105 | $7.98M | 0.09% | −341−2.4% | Reduced |
| Ascent Wealth Partners, LLC | 14,102 | $7.97M | 1.07% | +712+5.3% | Added |
| Atria Investments LLC | 13,870 | $7.84M | 0.10% | −2,807−16.8% | Reduced |
| Thematics Asset Management | 13,806 | $7.81M | 0.39% | −380−2.7% | Reduced |
| Truist Financial Corp | 13,775 | $7.79M | 0.01% | −4,843−26.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,762 | $7.78M | 0.01% | +7,063+105.4% | Added |
| D. E. Shaw & Co., Inc. | 13,628 | $7.71M | 0.01% | −15,306−52.9% | Reduced |
| CIBC Asset Management Inc | 13,625 | $7.70M | 0.03% | −43,866−76.3% | Reduced |
| Silvant Capital Management LLC | 13,603 | $7.69M | 0.35% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,579 | $7.68M | 0.10% | +13,579 | New |
| DnB Asset Management AS | 13,443 | $7.60M | 0.04% | +121+0.9% | Added |
| BNP Paribas | 13,415 | $7.56M | 0.31% | −5,148−27.7% | Reduced |
| Scotia Capital Inc. | 13,094 | $7.40M | 0.04% | +5,697+77.0% | Added |
| Motley Fool Wealth Management, LLC | 13,022 | $7.36M | 0.44% | −1,188−8.4% | Reduced |
| USS Investment Management Ltd | 12,966 | $7.33M | 0.06% | −2,100−13.9% | Reduced |
| TCW Group Inc | 12,916 | $7.30M | 0.07% | −908−6.6% | Reduced |
| Creative Planning | 12,899 | $7.29M | 0.01% | +835+6.9% | Added |
| Utah Retirement Systems | 12,610 | $7.13M | 0.08% | −44−0.3% | Reduced |
| Middleton & Co Inc | 12,346 | $6.98M | 0.82% | −346−2.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,282 | $6.95M | 0.12% | +271+2.3% | Added |
| KBC Group NV | 12,048 | $6.81M | 0.02% | −423−3.4% | Reduced |
| Montanaro Asset Management Ltd | 12,000 | $6.79M | 1.99% | −5,000−29.4% | Reduced |