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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 1,375 | $777.6K | 0.09% | +218+18.8% | Added |
| Moody Lynn & Lieberson, LLC | 1,375 | $777.6K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,374 | $777.0K | 0.02% | −4−0.3% | Reduced |
| Navellier & Associates Inc | 1,411 | $776.6K | 0.11% | −485−25.6% | Reduced |
| Simon Quick Advisors, LLC | 1,373 | $776.5K | 0.04% | +173+14.4% | Added |
| Wedmont Private Capital | 1,417 | $767.8K | 0.04% | +13+0.9% | Added |
| Horizon Investments, LLC | 1,357 | $767.4K | 0.02% | +137+11.2% | Added |
| Canada Post Corp Registered Pension Plan | 1,338 | $756.6K | 0.33% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,333 | $754.0K | 0.04% | −56−4.0% | Reduced |
| Signet Financial Management, LLC | 1,332 | $753.2K | 0.10% | −44−3.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,322 | $747.6K | 0.01% | +512+63.2% | Added |
| Cypress Asset Management Inc | 1,300 | $735.1K | 0.20% | −103−7.3% | Reduced |
| Roberts Capital Advisors, LLC | 1,293 | $731.2K | 0.64% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,286 | $727.2K | 0.03% | +602+88.0% | Added |
| Quintet Private Bank (Europe) S.A. | 1,285 | $726.7K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,281 | $724.4K | 0.03% | +46+3.7% | Added |
| Wrapmanager Inc | 1,280 | $723.8K | 0.19% | −142−10.0% | Reduced |
| Aspen Grove Capital, LLC | 1,274 | $720.4K | 0.14% | +1,274 | New |
| Lido Advisors, LLC | 1,270 | $718.5K | 0.00% | +113+9.8% | Added |
| One Wealth Capital Management, LLC | 1,269 | $717.6K | 0.38% | −21−1.6% | Reduced |
| Signaturefd, LLC | 1,261 | $713.3K | 0.01% | +21+1.7% | Added |
| Moran Wealth Management, LLC | 1,259 | $712.0K | 0.02% | −19,315−93.9% | Reduced |
| Two Sigma Securities, LLC | 1,254 | $709.1K | 0.11% | +1,254 | New |
| Gsa Capital Partners LLP | 1,254 | $709.0K | 0.06% | +763+155.4% | Added |
| Burney Co | 1,221 | $690.5K | 0.03% | −30−2.4% | Reduced |
| HighPoint Advisor Group LLC | 1,269 | $685.9K | 0.04% | +136+12.0% | Added |
| Prelude Capital Management, LLC | 1,200 | $678.6K | 0.07% | +95+8.6% | Added |
| NorthCrest Asset Manangement, LLC | 1,199 | $678.2K | 0.02% | +1,199 | New |
| Tectonic Advisors LLC | 1,197 | $677.0K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,191 | $673.7K | 0.03% | +97+8.9% | Added |
| Advisor OS, LLC | 1,177 | $665.5K | 0.08% | −260−18.1% | Reduced |
| Summit Trail Advisors, LLC | 1,177 | $665.4K | 0.02% | +110+10.3% | Added |
| Graypoint LLC | 1,149 | $649.7K | 0.04% | −59−4.9% | Reduced |
| Flputnam Investment Management Co | 1,147 | $648.6K | 0.01% | −29−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,205 | $644.8K | 0.07% | −14−1.1% | Reduced |
| Kestra Investment Management, LLC | 1,138 | $643.5K | 0.02% | +270+31.1% | Added |
| Numerai GP LLC | 1,137 | $643.0K | 0.12% | +1,137 | New |
| Profund Advisors LLC | 1,109 | $627.1K | 0.03% | −102−8.4% | Reduced |
| Integrated Investment Consultants, LLC | 1,103 | $623.7K | 0.12% | +16+1.5% | Added |
| Sava Infond d.o.o. | 1,100 | $622.0K | 0.12% | 00.0% | Unchanged |
| Alken Asset Management Ltd. | 1,100 | $622.0K | 1.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,142 | $617.2K | 0.04% | +131+13.0% | Added |
| Applied Finance Capital Management, LLC | 1,075 | $607.9K | 0.04% | +1,075 | New |
| NBC Securities, Inc. | 1,074 | $607.0K | 0.05% | +1,074 | New |
| Pinnacle Associates Ltd | 1,072 | $606.2K | 0.01% | +22+2.1% | Added |
| Birch Financial Group, LLC | 1,065 | $602.0K | 0.54% | −5−0.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,058 | $598.3K | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,058 | $598.3K | 0.01% | +1,058 | New |
| Venturi Wealth Management, LLC | 1,056 | $597.2K | 0.03% | −18−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 1,044 | $590.4K | 0.01% | −1,153−52.5% | Reduced |
| Teza Capital Management LLC | 1,027 | $580.8K | 0.27% | −3,549−77.6% | Reduced |
| Algert Global LLC | 1,015 | $574.0K | 0.01% | −4,909−82.9% | Reduced |
| Dana Investment Advisors, Inc. | 1,008 | $570.0K | 0.02% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,005 | $568.0K | 0.26% | +1,005 | New |
| Malaga Cove Capital, LLC | 1,004 | $567.8K | 0.25% | +50+5.2% | Added |
| Birinyi Associates Inc | 1,000 | $566.0K | 0.18% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $565.5K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 999 | $564.9K | 0.04% | −128−11.4% | Reduced |
| Evercore Wealth Management, LLC | 999 | $564.9K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 998 | $564.4K | 0.22% | −46−4.4% | Reduced |
| Gilbert & Cook, Inc. | 998 | $564.4K | 0.08% | +14+1.4% | Added |
| Blair William & Co | 995 | $562.5K | 0.00% | −9−0.9% | Reduced |
| Wealthspire Advisors, LLC | 985 | $556.8K | 0.00% | +171+21.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 968 | $547.4K | 0.09% | +968 | New |
| Prudential PLC | 965 | $545.7K | 0.00% | +10+1.0% | Added |
| Virtue Capital Management, LLC | 965 | $544.8K | 0.06% | +561+138.9% | Added |
| Empirical Asset Management, LLC | 955 | $539.8K | 0.18% | +491+105.8% | Added |
| Agf Management Ltd | 952 | $538.4K | 0.00% | −609−39.0% | Reduced |
| Bradley Foster & Sargent Inc | 950 | $537.2K | 0.01% | −13−1.3% | Reduced |
| Strive Asset Management, LLC | 944 | $533.8K | 0.37% | −153−13.9% | Reduced |
| Peapack Gladstone Financial Corp | 941 | $532.0K | 0.01% | −23−2.4% | Reduced |
| Wolverine Trading, LLC | 949 | $530.0K | 0.02% | +449+89.8% | Added |
| Quarry LP | 935 | $528.7K | 0.14% | +489+109.6% | Added |
| D.A. Davidson & Co. | 933 | $528.1K | 0.00% | +130+16.2% | Added |
| Sym Financial Corp | 921 | $520.8K | 0.06% | +425+85.7% | Added |
| Hallmark Capital Management Inc | 917 | $518.6K | 0.04% | +55+6.4% | Added |
| Quantitative Investment Management, LLC | 916 | $517.0K | 0.05% | +916 | New |
| Azzad Asset Management Inc | 913 | $516.1K | 0.06% | +40+4.6% | Added |
| Trust Asset Management LLC | 905 | $511.8K | 0.04% | −14−1.5% | Reduced |
| GAMMA Investing LLC | 894 | $505.6K | 0.04% | +69+8.4% | Added |
| Cinctive Capital Management LP | 894 | $505.6K | 0.04% | +894 | New |
| Bryn Mawr Trust Co | 891 | $503.9K | 0.01% | −35−3.8% | Reduced |
| Advisory Services Network, LLC | 889 | $502.8K | 0.01% | −147−14.2% | Reduced |
| Perbak Capital Partners LLP | 887 | $501.6K | 0.37% | +887 | New |
| Aigen Investment Management, LP | 886 | $501.0K | 0.08% | +886 | New |
| Pier Capital, LLC | 879 | $497.1K | 0.08% | −777−46.9% | Reduced |
| Sivia Capital Partners, LLC | 870 | $492.0K | 0.23% | +870 | New |
| Integrated Advisors Network LLC | 868 | $490.9K | 0.02% | +104+13.6% | Added |
| NorthRock Partners, LLC | 866 | $489.7K | 0.02% | −60−6.5% | Reduced |
| Kaufman Rossin Wealth, LLC | 858 | $485.2K | 0.35% | +858 | New |
| New World Advisors LLC | 856 | $484.1K | 0.11% | +124+16.9% | Added |
| Emerald Advisers, LLC | 854 | $482.9K | 0.02% | −47−5.2% | Reduced |
| Exchange Traded Concepts, LLC | 841 | $475.6K | 0.01% | −643−43.3% | Reduced |
| Aviso Financial Inc. | 838 | $473.9K | 0.02% | +1+0.1% | Added |
| BIT Capital GmbH | 835 | $472.2K | 0.06% | +835 | New |
| AdvisorShares Investments LLC | 830 | $470.9K | 0.09% | +830 | New |
| Pitcairn Co | 831 | $469.9K | 0.03% | −58−6.5% | Reduced |
| CNB Bank | 828 | $468.2K | 0.24% | −20−2.4% | Reduced |
| Synovus Financial Corp | 827 | $467.6K | 0.01% | −4,730−85.1% | Reduced |
| Salvus Wealth Management, LLC | 824 | $466.0K | 0.29% | +21+2.6% | Added |