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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 11,771 | $6.66M | 0.19% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 11,675 | $6.60M | 0.07% | +360+3.2% | Added |
| M&T Bank Corp | 11,614 | $6.57M | 0.02% | −615−5.0% | Reduced |
| Heron Bay Capital Management | 11,610 | $6.57M | 1.38% | +30.0% | Added |
| 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 |
| Edgestream Partners, L.P. | 11,219 | $6.34M | 0.22% | +11,219 | New |
| Police & Firemen's Retirement System of New Jersey | 11,113 | $6.28M | 0.06% | 00.0% | Unchanged |
| United Services Automobile Association | 11,214 | $6.26M | 0.19% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,910 | $6.17M | 0.07% | −1,400−11.4% | Reduced |
| Bellwether Advisors, LLC | 10,757 | $6.08M | 1.27% | −1,477−12.1% | Reduced |
| La Banque Postale Asset Management SA | 10,676 | $6.04M | 0.09% | −2,861−21.1% | Reduced |
| Quantbot Technologies LP | 10,674 | $6.04M | 0.19% | +7,533+239.8% | Added |
| Marsico Capital Management LLC | 10,594 | $5.99M | 0.21% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10,561 | $5.97M | 0.07% | +10,561 | New |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.55% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 10,434 | $5.90M | 0.09% | +146+1.4% | Added |
| Level Four Advisory Services, LLC | 10,401 | $5.88M | 0.24% | +816+8.5% | Added |
| New York Life Investment Management LLC | 10,364 | $5.86M | 0.06% | −117−1.1% | Reduced |
| Jefferies Financial Group Inc. | 10,284 | $5.82M | 0.10% | −778−7.0% | Reduced |
| Evoke Wealth, LLC | 10,117 | $5.72M | 0.15% | −817−7.5% | Reduced |
| Bell Asset Management Ltd | 10,014 | $5.66M | 1.04% | +2,947+41.7% | Added |
| Donaldson Capital Management, LLC | 9,988 | $5.65M | 0.21% | +225+2.3% | Added |
| Graham Capital Management, L.P. | 9,865 | $5.58M | 0.18% | +3,882+64.9% | Added |
| Nissay Asset Management Corp | 9,699 | $5.48M | 0.04% | +86+0.9% | Added |
| Eisler Capital Management Ltd. | 9,643 | $5.45M | 0.16% | +9,643 | New |
| JustInvest LLC | 9,576 | $5.42M | 0.08% | +454+5.0% | Added |
| LGT Group Foundation | 9,562 | $5.41M | 0.07% | +103+1.1% | Added |
| CIBC World Markets Inc. | 9,533 | $5.39M | 0.01% | +352+3.8% | Added |
| CIBC World Markets Corp | 9,400 | $5.32M | 0.04% | −2,973−24.0% | Reduced |
| Janus Henderson Group PLC | 9,482 | $5.29M | 0.00% | +58+0.6% | Added |
| Jensen Investment Management Inc | 9,240 | $5.23M | 0.06% | −1,110−10.7% | Reduced |
| Yousif Capital Management, LLC | 9,199 | $5.20M | 0.06% | −13−0.1% | Reduced |
| 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 |
| MUFG Securities EMEA plc | 8,999 | $5.09M | 0.13% | +8,999 | New |
| Overbrook Management Corp | 8,713 | $4.93M | 1.16% | −9,709−52.7% | Reduced |
| Logan Capital Management Inc | 8,672 | $4.90M | 0.22% | −102−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,645 | $4.89M | 0.01% | −1,677−16.2% | Reduced |
| Fortis Capital Management LLC | 8,639 | $4.89M | 0.95% | +412+5.0% | Added |
| Modera Wealth Management, LLC | 8,624 | $4.88M | 0.07% | −61−0.7% | Reduced |
| FourThought Financial Partners, LLC | 8,554 | $4.84M | 0.51% | +410+5.0% | Added |
| Groupe la Francaise | 8,436 | $4.77M | 0.10% | −394,788−97.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 8,368 | $4.73M | 2.36% | −166−1.9% | Reduced |
| Ossiam | 8,317 | $4.70M | 0.07% | −61,176−88.0% | Reduced |
| Cetera Investment Advisers | 8,114 | $4.59M | 0.01% | −2,514−23.7% | Reduced |
| Alberta Investment Management Corp | 8,000 | $4.52M | 0.03% | +400+5.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,073 | $4.51M | 0.02% | +1,300+19.2% | Added |
| First Foundation Advisors | 7,954 | $4.50M | 0.18% | +461+6.2% | Added |
| Clear Harbor Asset Management, LLC | 7,933 | $4.49M | 0.36% | −24−0.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 7,630 | $4.31M | 0.82% | +338+4.6% | Added |
| CWM Advisors, LLC | 7,595 | $4.29M | 0.51% | −1,389−15.5% | Reduced |
| Ethic Inc. | 7,541 | $4.28M | 0.09% | +144+1.9% | Added |
| Roundview Capital LLC | 7,478 | $4.23M | 0.31% | +82+1.1% | Added |
| Threadgill Financial, LLC | 7,451 | $4.21M | 2.26% | +6,168+480.7% | Added |
| Alps Advisors Inc | 7,413 | $4.19M | 0.02% | +80+1.1% | Added |
| Lazard Asset Management LLC | 7,406 | $4.19M | 0.01% | −4,624−38.4% | Reduced |
| iA Global Asset Management Inc. | 7,383 | $4.17M | 0.07% | +125+1.7% | Added |
| Federation des caisses Desjardins du Quebec | 7,343 | $4.15M | 0.02% | +482+7.0% | Added |
| Merit Financial Group, LLC | 7,301 | $4.13M | 0.06% | +4,309+144.0% | Added |
| Vident Advisory, LLC | 7,253 | $4.10M | 0.06% | −441−5.7% | Reduced |
| Portside Wealth Group, LLC | 7,200 | $4.07M | 0.66% | −131−1.8% | Reduced |
| Yacktman Asset Management LP | 7,110 | $4.02M | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,097 | $4.01M | 0.01% | −2,635−27.1% | Reduced |
| Rakuten Investment Management, Inc. | 7,117 | $3.97M | 0.02% | +7,117 | New |
| Bulltick Wealth Management, LLC | 7,020 | $3.97M | 1.05% | +7,020 | New |
| Qsemble Capital Management, LP | 6,933 | $3.92M | 0.42% | −296−4.1% | Reduced |
| Dash Acquisitions Inc. | 6,914 | $3.90M | 0.87% | +2,556+58.7% | Added |
| Oregon Public Employees Retirement Fund | 6,718 | $3.80M | 0.07% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,707 | $3.79M | 0.03% | +388+6.1% | Added |
| Avanda Investment Management Pte. Ltd. | 6,674 | $3.77M | 1.34% | +107+1.6% | Added |
| Tsai Capital Corp | 6,620 | $3.74M | 3.08% | −503−7.1% | Reduced |
| Vanderbilt University | 6,614 | $3.74M | 0.71% | +1,236+23.0% | Added |
| Knollwood Investment Advisory, LLC | 6,597 | $3.73M | 0.41% | 00.0% | Unchanged |
| Woodline Partners LP | 6,585 | $3.72M | 0.02% | +1,846+39.0% | Added |
| Swiss Life Asset Management Ltd | 6,522 | $3.69M | 0.03% | +1,756+36.8% | Added |
| Quadrature Capital Ltd | 6,488 | $3.67M | 0.08% | −1,522−19.0% | Reduced |
| Davenport & Co LLC | 6,511 | $3.65M | 0.02% | −439−6.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,409 | $3.62M | 0.02% | +2,666+71.2% | Added |
| Evelyn Partners Investment Management LLP | 6,405 | $3.62M | 0.12% | −312−4.6% | Reduced |
| Advisors Asset Management, Inc. | 6,348 | $3.59M | 0.07% | +1,261+24.8% | Added |
| Icon Wealth Advisors, LLC | 6,303 | $3.56M | 0.29% | +43+0.7% | Added |
| Commonwealth Equity Services, LLC | 6,269 | $3.54M | 0.01% | −59−0.9% | Reduced |
| Fred Alger Management, LLC | 6,232 | $3.52M | 0.02% | −18,376−74.7% | Reduced |
| Mizuho Securities USA LLC | 6,218 | $3.52M | 0.08% | −1,210−16.3% | Reduced |
| Wealthfront Advisers LLC | 6,207 | $3.51M | 0.01% | +346+5.9% | Added |
| Steward Partners Investment Advisory, LLC | 6,200 | $3.51M | 0.03% | −1,430−18.7% | Reduced |
| Candriam Luxembourg S.C.A. | 6,112 | $3.46M | 0.02% | −17,491−74.1% | Reduced |
| PGGM Investments | 6,095 | $3.45M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,062 | $3.43M | 0.03% | +142+2.4% | Added |
| Brevan Howard Capital Management LP | 5,997 | $3.39M | 0.10% | −4,791−44.4% | Reduced |
| Cumberland Partners Ltd | 5,750 | $3.25M | 0.25% | +250+4.5% | Added |
| Twinbeech Capital LP | 5,741 | $3.25M | 0.06% | −28,562−83.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,667 | $3.20M | 0.00% | +1,624+40.2% | Added |
| Avanza Fonder AB | 5,515 | $3.18M | 0.10% | +10.0% | Added |
| Sanctuary Advisors, LLC | 5,581 | $3.16M | 0.02% | −748−11.8% | Reduced |
| Ghe, LLC | 5,502 | $3.11M | 1.41% | −168−3.0% | Reduced |
| Apollon Wealth Management, LLC | 5,501 | $3.11M | 0.07% | +489+9.8% | Added |
| Simplex Trading, LLC | 5,490 | $3.10M | 0.11% | +5,490 | New |
| Jones Financial Companies LLLP | 5,513 | $3.08M | 0.00% | +2,276+70.3% | Added |