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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 2,683 | $1.52M | 0.02% | +2,683 | New |
| Headlands Technologies LLC | 2,677 | $1.51M | 0.17% | −3,802−58.7% | Reduced |
| BDF-Gestion | 2,668 | $1.51M | 0.17% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,644 | $1.50M | 0.16% | −158−5.6% | Reduced |
| Entropy Technologies, LP | 2,575 | $1.46M | 0.14% | +1,788+227.2% | Added |
| Jackson Hill Advisors, LLC | 2,500 | $1.41M | 0.77% | +2,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,470 | $1.40M | 0.02% | −19−0.8% | Reduced |
| NewEdge Wealth, LLC | 2,458 | $1.39M | 0.03% | −517−17.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,450 | $1.39M | 0.01% | −280−10.3% | Reduced |
| Nomura Holdings Inc | 2,442 | $1.38M | 0.01% | −141−5.5% | Reduced |
| SRN Advisors, LLC | 2,441 | $1.38M | 1.55% | −64−2.6% | Reduced |
| Cornercap Investment Counsel Inc | 2,429 | $1.37M | 0.72% | −32−1.3% | Reduced |
| Walleye Trading LLC | 2,429 | $1.37M | 0.04% | +2,429 | New |
| AE Wealth Management LLC | 2,414 | $1.37M | 0.01% | −343−12.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,408 | $1.36M | 0.02% | −244−9.2% | Reduced |
| Lincoln Capital LLC | 2,507 | $1.35M | 0.28% | +2,507 | New |
| Bridgefront Capital, LLC | 2,386 | $1.35M | 0.39% | +988+70.7% | Added |
| Bennett Selby Investments LP | 2,382 | $1.35M | 0.53% | +122+5.4% | Added |
| Fairbanks Capital Management, Inc. | 2,372 | $1.34M | 0.86% | −774−24.6% | Reduced |
| Snowden Capital Advisors LLC | 2,312 | $1.31M | 0.04% | −254−9.9% | Reduced |
| Capital Investment Advisory Services, LLC | 2,312 | $1.31M | 0.12% | +69+3.1% | Added |
| Kestra Advisory Services, LLC | 2,280 | $1.29M | 0.01% | −1,854−44.8% | Reduced |
| AXS Investments LLC | 2,238 | $1.27M | 0.35% | −23−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,237 | $1.27M | 0.09% | +2,237 | New |
| EP Wealth Advisors, LLC | 2,235 | $1.26M | 0.01% | −8−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,222 | $1.26M | 0.01% | −998−31.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,210 | $1.25M | 0.09% | +2,210 | New |
| IFP Advisors, Inc | 2,197 | $1.24M | 0.04% | +126+6.1% | Added |
| Personal Cfo Solutions, LLC | 2,167 | $1.23M | 0.25% | −333−13.3% | Reduced |
| Keybank National Association | 2,150 | $1.22M | 0.00% | +216+11.2% | Added |
| ProVise Management Group, LLC | 2,149 | $1.22M | 0.10% | −85−3.8% | Reduced |
| Buckingham Strategic Partners | 2,148 | $1.21M | 0.02% | +2,148 | New |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,128 | $1.20M | 0.03% | −1,522−41.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,110 | $1.19M | 0.13% | +107+5.3% | Added |
| Principal Securities, Inc. | 1,978 | $1.19M | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,091 | $1.18M | 0.01% | −32−1.5% | Reduced |
| King Luther Capital Management Corp | 2,081 | $1.18M | 0.01% | −98−4.5% | Reduced |
| Figure 8 Investment Strategies LLC | 2,076 | $1.17M | 1.23% | +110+5.6% | Added |
| Cresset Asset Management, LLC | 2,075 | $1.17M | 0.01% | +136+7.0% | Added |
| Frank, Rimerman Advisors LLC | 2,047 | $1.16M | 0.09% | +29+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,015 | $1.14M | 0.00% | −2,376−54.1% | Reduced |
| CAPROCK Group, Inc. | 2,013 | $1.14M | 0.03% | −585−22.5% | Reduced |
| Davidson Kahn Capital Management, LLC | 2,004 | $1.13M | 0.88% | +168+9.2% | Added |
| Empowered Funds, LLC | 2,003 | $1.13M | 0.02% | +142+7.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,955 | $1.11M | 0.07% | −220−10.1% | Reduced |
| Citizens Financial Group Inc | 1,931 | $1.09M | 0.02% | +31+1.6% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.06M | 0.20% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,880 | $1.06M | 0.08% | +386+25.8% | Added |
| Dynamic Technology Lab Private Ltd | 1,870 | $1.06M | 0.15% | +410+28.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,854 | $1.05M | 0.17% | −308−14.2% | Reduced |
| Regions Financial Corp | 1,803 | $1.02M | 0.01% | −122−6.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,802 | $1.02M | 0.01% | +139+8.4% | Added |
| Everence Capital Management Inc | 1,797 | $1.02M | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,793 | $1.01M | 0.01% | +420+30.6% | Added |
| Montag A & Associates Inc | 1,779 | $1.01M | 0.05% | +89+5.3% | Added |
| Institute for Wealth Management, LLC. | 1,777 | $1.00M | 0.13% | +226+14.6% | Added |
| Copperwynd Financial, LLC | 1,773 | $1.00M | 0.28% | +91+5.4% | Added |
| NVWM, LLC | 1,772 | $1.00M | 0.27% | +5+0.3% | Added |
| Harbor Capital Advisors, Inc. | 1,762 | $996.0K | 0.05% | +496+39.2% | Added |
| Ballentine Partners, LLC | 1,758 | $994.1K | 0.02% | +10+0.6% | Added |
| Diversify Wealth Management, LLC | 1,833 | $990.5K | 0.07% | −265−12.6% | Reduced |
| Toth Financial Advisory Corp | 1,720 | $972.7K | 0.12% | +836+94.6% | Added |
| Wallace Advisory Group, LLC | 1,612 | $967.2K | 0.67% | +17+1.1% | Added |
| Centiva Capital, LP | 1,704 | $963.6K | 0.06% | +1,188+230.2% | Added |
| Fox Run Management, L.L.C. | 1,670 | $944.4K | 0.15% | −1,079−39.3% | Reduced |
| R Squared Ltd | 1,670 | $944.4K | 1.01% | +1,050+169.4% | Added |
| Meeder Advisory Services, Inc. | 1,646 | $930.9K | 0.06% | +4+0.2% | Added |
| Guggenheim Capital LLC | 1,645 | $930.2K | 0.01% | −216−11.6% | Reduced |
| Ci Investments Inc. | 1,643 | $929.0K | 0.00% | +192+13.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 1,635 | $924.6K | 0.74% | +442+37.0% | Added |
| J. Safra Sarasin Holding AG | 1,619 | $915.5K | 0.02% | −143−8.1% | Reduced |
| Opes Wealth Management LLC | 1,600 | $904.8K | 0.18% | +1,600 | New |
| Benin Management CORP | 1,598 | $903.7K | 0.26% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 1,585 | $897.4K | 0.87% | +36+2.3% | Added |
| Redwood Investments, LLC | 1,584 | $895.8K | 0.34% | −56−3.4% | Reduced |
| FJ Capital Management LLC | 1,573 | $889.5K | 0.09% | +528+50.5% | Added |
| LVW Advisors, LLC | 1,563 | $883.9K | 0.11% | +103+7.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,550 | $876.5K | 0.16% | −100−6.1% | Reduced |
| Texas Capital Bancshares Inc | 1,548 | $875.4K | 0.37% | −11−0.7% | Reduced |
| Intellectus Partners, LLC | 1,545 | $873.5K | 0.22% | −46−2.9% | Reduced |
| Gen-Wealth Partners Inc | 1,528 | $863.9K | 0.36% | +179+13.3% | Added |
| HB Wealth Management, LLC | 1,522 | $860.7K | 0.01% | +145+10.5% | Added |
| Coldstream Capital Management Inc | 1,514 | $856.1K | 0.02% | −421−21.8% | Reduced |
| Leonteq Securities AG | 1,512 | $855.3K | 0.07% | −614−28.9% | Reduced |
| WSFS Capital Management, LLC | 1,507 | $852.2K | 0.05% | −137−8.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,503 | $850.0K | 0.25% | −99−6.2% | Reduced |
| Gries Financial LLC | 1,485 | $839.8K | 0.16% | +208+16.3% | Added |
| RB Capital Management, LLC | 1,475 | $834.1K | 0.20% | −44−2.9% | Reduced |
| SBI Securities Co., Ltd. | 1,469 | $830.7K | 0.03% | +24+1.7% | Added |
| TD Private Client Wealth LLC | 1,468 | $830.2K | 0.02% | −2,839−65.9% | Reduced |
| BlueSpruce Investments, LP | 1,461 | $826.2K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,460 | $825.8K | 0.17% | +1,460 | New |
| Kovitz Investment Group Partners, LLC | 1,456 | $823.6K | 0.00% | +180+14.1% | Added |
| Alpha Wealth Funds, LLC | 1,450 | $820.0K | 0.89% | +1,450 | New |
| Vestcor Inc | 1,435 | $811.0K | 0.03% | +3+0.2% | Added |
| Transcend Wealth Collective, LLC | 1,434 | $810.9K | 0.06% | +251+21.2% | Added |
| Three Seasons Wealth, LLC | 1,433 | $810.4K | 0.40% | +61+4.4% | Added |
| Sustainable Growth Advisers, LP | 1,410 | $797.4K | 0.00% | −942,266−99.9% | Reduced |
| Hohimer Wealth Management, LLC | 1,397 | $790.0K | 0.15% | −153−9.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,390 | $780.2K | 0.00% | −851−38.0% | Reduced |