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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 5,424 | $3.07M | 0.13% | +2,821+108.4% | Added |
| GAM Holding AG | 5,299 | $3.00M | 0.23% | +5,299 | New |
| Peak Financial Advisors LLC | 5,230 | $2.96M | 1.51% | +5,230 | New |
| Fifth Third Bancorp | 5,192 | $2.94M | 0.01% | −676−11.5% | Reduced |
| Kentucky Retirement Systems | 5,189 | $2.93M | 0.09% | −216−4.0% | Reduced |
| Ofi Invest Asset Management | 5,570 | $2.92M | 0.08% | +880+18.8% | Added |
| Mercer Global Advisors Inc | 5,122 | $2.90M | 0.01% | +1,379+36.8% | Added |
| Tocqueville Asset Management L.P. | 5,076 | $2.87M | 0.05% | +35+0.7% | Added |
| Intech Investment Management LLC | 5,059 | $2.86M | 0.03% | −192−3.7% | Reduced |
| Alamar Capital Management, LLC | 4,986 | $2.82M | 1.68% | −235−4.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,752 | $2.81M | 0.52% | +4,268+881.8% | Added |
| K.J. Harrison & Partners Inc | 4,914 | $2.78M | 0.54% | +5+0.1% | Added |
| Cornerstone Advisors, LLC | 4,900 | $2.77M | 0.12% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,899 | $2.77M | 0.01% | −1,316−21.2% | Reduced |
| Norinchukin Bank, The | 4,895 | $2.77M | 0.05% | +614+14.3% | Added |
| Abn Amro Investment Solutions | 4,824 | $2.73M | 0.06% | +282+6.2% | Added |
| Freedom Day Solutions, LLC | 4,779 | $2.70M | 0.83% | −99−2.0% | Reduced |
| Fisher Asset Management, LLC | 4,774 | $2.70M | 0.00% | −98,373−95.4% | Reduced |
| Hartford Investment Management Co | 4,739 | $2.68M | 0.09% | −113−2.3% | Reduced |
| PFG Advisors | 4,652 | $2.63M | 0.15% | +1,264+37.3% | Added |
| Alliance Wealth Advisors, LLC | 4,651 | $2.63M | 0.69% | −393−7.8% | Reduced |
| US Bancorp | 4,597 | $2.60M | 0.00% | −153−3.2% | Reduced |
| Gulf International Bank (UK) Ltd | 4,578 | $2.59M | 0.09% | −1,686−26.9% | Reduced |
| E. Ohman J:or Asset Management AB | 4,559 | $2.58M | 0.07% | +286+6.7% | Added |
| Delta Global Management LP | 4,533 | $2.56M | 0.18% | +4,533 | New |
| Trillium Asset Management, LLC | 4,523 | $2.56M | 0.07% | −15,186−77.1% | Reduced |
| Norden Group LLC | 4,489 | $2.54M | 0.29% | −131−2.8% | Reduced |
| Quest Partners LLC | 4,393 | $2.48M | 0.27% | +1,340+43.9% | Added |
| MV Capital Management, Inc. | 4,366 | $2.47M | 0.26% | −28−0.6% | Reduced |
| Sumitomo Life Insurance Co | 4,308 | $2.44M | 0.09% | −18−0.4% | Reduced |
| Assetmark, Inc | 4,288 | $2.42M | 0.01% | −2,650−38.2% | Reduced |
| Palumbo Wealth Management LLC | 4,261 | $2.41M | 0.81% | +799+23.1% | Added |
| GWM Advisors LLC | 4,238 | $2.40M | 0.01% | −7,612−64.2% | Reduced |
| Louisiana State Employees Retirement System | 4,200 | $2.38M | 0.05% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 4,150 | $2.35M | 0.20% | −135−3.2% | Reduced |
| Securian Asset Management, Inc | 4,130 | $2.34M | 0.07% | −107−2.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,238 | $2.32M | 1.41% | +245+6.1% | Added |
| Groupama Asset Managment | 4,127 | $2.30M | 0.05% | −84−2.0% | Reduced |
| Allianz SE | 4,075 | $2.30M | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,057 | $2.29M | 0.46% | −35−0.9% | Reduced |
| Ostrum Asset Management | 4,056 | $2.29M | 0.12% | +2,290+129.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,050 | $2.29M | 0.21% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,044 | $2.29M | 0.31% | +142+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,036 | $2.27M | 0.02% | +2,223+122.6% | Added |
| LGT Fund Management Co Ltd. | 4,019 | $2.27M | 0.20% | −766−16.0% | Reduced |
| Plato Investment Management Ltd | 3,878 | $2.22M | 0.19% | −521−11.8% | Reduced |
| Change Path, LLC | 3,881 | $2.19M | 0.07% | −72−1.8% | Reduced |
| NEOS Investment Management LLC | 3,868 | $2.19M | 0.04% | +1,711+79.3% | Added |
| Diversified Trust Co | 3,820 | $2.16M | 0.05% | +711+22.9% | Added |
| Dynasty Wealth Management, LLC | 3,813 | $2.16M | 0.04% | +35+0.9% | Added |
| Meitav Dash Investments Ltd | 3,808 | $2.15M | 0.04% | +152+4.2% | Added |
| MAI Capital Management | 3,783 | $2.14M | 0.02% | +67+1.8% | Added |
| Janney Montgomery Scott LLC | 3,759 | $2.13M | 0.01% | +897+31.3% | Added |
| Aurora Investment Managers, LLC. | 3,754 | $2.12M | 1.43% | +24+0.6% | Added |
| Shelton Capital Management | 3,744 | $2.12M | 0.05% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 3,723 | $2.11M | 0.21% | −325−8.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,710 | $2.10M | 0.05% | +1,340+56.5% | Added |
| New Mexico Educational Retirement Board | 3,700 | $2.09M | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,633 | $2.05M | 0.61% | +721+24.8% | Added |
| Gibbs Wealth Management | 3,602 | $2.04M | 0.49% | +614+20.5% | Added |
| Dakota Wealth Management | 3,589 | $2.03M | 0.05% | −286−7.4% | Reduced |
| Fiduciary Trust Co | 3,575 | $2.02M | 0.03% | −86−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,542 | $2.01M | 0.00% | −35−1.0% | Reduced |
| Maryland State Retirement & Pension System | 3,553 | $2.01M | 0.05% | −505−12.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,537 | $2.00M | 0.00% | −10,694−75.1% | Reduced |
| EFG Asset Management (North America) Corp. | 3,530 | $2.00M | 0.33% | +609+20.8% | Added |
| Segment Wealth Management, LLC | 3,525 | $1.99M | 0.13% | +262+8.0% | Added |
| ING Groep NV | 3,483 | $1.97M | 0.01% | −59−1.7% | Reduced |
| Greenleaf Trust | 3,468 | $1.96M | 0.02% | +22+0.6% | Added |
| Americana Partners, LLC | 3,450 | $1.95M | 0.08% | +1,013+41.6% | Added |
| Interval Partners, LP | 3,406 | $1.93M | 0.07% | +3,406 | New |
| Bokf, NA | 3,381 | $1.91M | 0.03% | −494−12.7% | Reduced |
| Caxton Associates LLP | 3,380 | $1.91M | 0.07% | +3,380 | New |
| Voleon Capital Management LP | 3,376 | $1.91M | 0.15% | +2,670+378.2% | Added |
| Trivant Custom Portfolio Group, LLC | 3,327 | $1.88M | 1.08% | +2+0.1% | Added |
| Eqis Capital Management, Inc. | 3,320 | $1.88M | 0.16% | −204−5.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,260 | $1.84M | 0.02% | +1,196+57.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,292 | $1.84M | 0.02% | +213+6.9% | Added |
| Verdence Capital Advisors LLC | 3,201 | $1.81M | 0.14% | −499−13.5% | Reduced |
| Nebula Research & Development LLC | 3,185 | $1.80M | 0.17% | +1,461+84.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,168 | $1.79M | 0.01% | −39−1.2% | Reduced |
| Stephens Inc | 3,163 | $1.79M | 0.03% | −105−3.2% | Reduced |
| Metis Global Partners, LLC | 3,154 | $1.78M | 0.05% | +507+19.2% | Added |
| E Fund Management Co., Ltd. | 3,102 | $1.75M | 0.08% | −128−4.0% | Reduced |
| Generali Asset Management SPA SGR | 3,094 | $1.75M | 0.04% | +3,094 | New |
| Allstate Corp | 3,066 | $1.73M | 0.05% | +741+31.9% | Added |
| Union Bancaire Privee, UBP SA | 2,974 | $1.73M | 0.03% | −1,874−38.7% | Reduced |
| Schechter Investment Advisors, LLC | 3,016 | $1.71M | 0.14% | −331−9.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 3,018 | $1.70M | 0.09% | +3,018 | New |
| WealthBridge Investment Counsel Inc. | 2,957 | $1.67M | 0.61% | +920+45.2% | Added |
| RSM US Wealth Management LLC | 2,911 | $1.65M | 0.03% | −801−21.6% | Reduced |
| Tema ETFs LLC | 2,901 | $1.64M | 0.49% | +1,710+143.6% | Added |
| QRG Capital Management, Inc. | 2,834 | $1.60M | 0.02% | −235−7.7% | Reduced |
| Omers Administration Corp | 2,831 | $1.60M | 0.01% | −471−14.3% | Reduced |
| City Holding Co | 2,763 | $1.56M | 0.22% | −36−1.3% | Reduced |
| Empirical Finance, LLC | 2,752 | $1.56M | 0.09% | +61+2.3% | Added |
| Tower Research Capital LLC (TRC) | 2,755 | $1.54M | 0.05% | −868−24.0% | Reduced |
| Signal Advisors Wealth, LLC | 2,719 | $1.54M | 0.15% | −14−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,710 | $1.53M | 0.01% | +465+20.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,707 | $1.53M | 0.00% | +2,650+4,649.1% | Added |