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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 821 | $464.3K | 0.01% | −3,086−79.0% | Reduced |
| Ritholtz Wealth Management | 812 | $459.3K | 0.01% | +153+23.2% | Added |
| Boit C F David | 810 | $458.1K | 0.23% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 809 | $457.5K | 0.04% | +142+21.3% | Added |
| Crestmont Private Wealth LLC | 806 | $455.8K | 0.20% | +159+24.6% | Added |
| Ethos Financial Group, LLC | 755 | $453.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 789 | $446.2K | 0.00% | +61+8.4% | Added |
| Mather Group, LLC. | 788 | $445.3K | 0.01% | −19−2.4% | Reduced |
| ORG Wealth Partners, LLC | 780 | $442.5K | 0.14% | −27−3.3% | Reduced |
| Apeiron RIA LLC | 781 | $441.6K | 0.13% | +13+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 779 | $440.6K | 0.25% | +5+0.6% | Added |
| Parallel Advisors, LLC | 778 | $439.8K | 0.01% | −13−1.6% | Reduced |
| RFG Advisory, LLC | 776 | $438.8K | 0.01% | −143−15.6% | Reduced |
| Elk River Wealth Management, LLC | 773 | $437.1K | 0.08% | −7−0.9% | Reduced |
| Cigna Investments Inc | 768 | $434.0K | 0.08% | −21−2.7% | Reduced |
| Catalyst Capital Advisors LLC | 765 | $432.6K | 0.01% | −210−21.5% | Reduced |
| Meridian Wealth Management, LLC | 762 | $430.8K | 0.02% | +87+12.9% | Added |
| Checchi Capital Advisers, LLC | 760 | $429.8K | 0.03% | +13+1.7% | Added |
| Capital Performance Advisors LLP | 758 | $428.6K | 0.09% | +758 | New |
| Aptus Capital Advisors, LLC | 757 | $428.1K | 0.00% | +193+34.2% | Added |
| Parcion Private Wealth LLC | 756 | $427.5K | 0.03% | +756 | New |
| Weaver Capital Management LLC | 753 | $425.8K | 0.11% | +41+5.8% | Added |
| Private Advisor Group, LLC | 753 | $425.6K | 0.00% | +36+5.0% | Added |
| MQS Management LLC | 752 | $425.3K | 0.24% | +752 | New |
| Fifth Third Wealth Advisors LLC | 749 | $423.6K | 0.02% | +4+0.5% | Added |
| Ingalls & Snyder LLC | 748 | $423.0K | 0.01% | +748 | New |
| Syon Capital LLC | 747 | $422.5K | 0.03% | +54+7.8% | Added |
| Clearstead Advisors, LLC | 743 | $420.2K | 0.01% | +278+59.8% | Added |
| Keystone Investors Pte Ltd | 741 | $419.0K | 0.06% | −1,168−61.2% | Reduced |
| Ameritas Investment Partners, Inc. | 740 | $418.5K | 0.01% | −24−3.1% | Reduced |
| MJP Associates Inc | 737 | $416.6K | 0.08% | −192−20.7% | Reduced |
| Hilltop Holdings Inc. | 736 | $415.7K | 0.03% | +7+1.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 735 | $415.6K | 0.00% | −8,732−92.2% | Reduced |
| SFMG, LLC | 727 | $411.1K | 0.03% | −7−1.0% | Reduced |
| Commerzbank Aktiengesellschaft | 725 | $410.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 721 | $407.7K | 0.02% | 00.0% | Unchanged |
| Garda Capital Partners LP | 714 | $403.8K | 0.23% | +714 | New |
| Argentarii, LLC | 706 | $399.2K | 0.20% | +706 | New |
| Connecticut Wealth Management, LLC | 705 | $398.7K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 703 | $397.5K | 0.09% | +198+39.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $395.9K | 0.19% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 695 | $394.5K | 0.01% | −48−6.5% | Reduced |
| Smartleaf Asset Management LLC | 706 | $394.3K | 0.04% | +103+17.1% | Added |
| Fielder Capital Group LLC | 696 | $393.6K | 0.11% | −64−8.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 689 | $389.6K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 685 | $387.4K | 0.00% | +5+0.7% | Added |
| Cynosure Management, LLC | 685 | $387.4K | 0.05% | +126+22.5% | Added |
| Castleview Partners, LLC | 681 | $385.1K | 0.26% | +11+1.6% | Added |
| Prime Capital Investment Advisors, LLC | 674 | $381.0K | 0.00% | +107+18.9% | Added |
| Insigneo Advisory Services, LLC | 670 | $378.9K | 0.04% | +74+12.4% | Added |
| Net Worth Advisory Group | 670 | $378.8K | 0.12% | +39+6.2% | Added |
| Optimize Financial Inc | 665 | $376.1K | 0.14% | +69+11.6% | Added |
| Pensionmark Financial Group, LLC | 658 | $372.2K | 0.01% | −24−3.5% | Reduced |
| CenterBook Partners LP | 657 | $371.5K | 0.02% | +657 | New |
| Wealth Alliance | 647 | $365.9K | 0.04% | −64−9.0% | Reduced |
| World Equity Group, Inc. | 642 | $363.1K | 0.10% | −622−49.2% | Reduced |
| Dark Forest Capital Management LP | 638 | $360.8K | 0.02% | −458−41.8% | Reduced |
| Permanent Capital Management, LP | 636 | $359.7K | 0.10% | 00.0% | Unchanged |
| JSF Financial, LLC | 633 | $358.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 628 | $355.0K | 0.42% | +628 | New |
| Valeo Financial Advisors, LLC | 620 | $350.6K | 0.01% | +37+6.3% | Added |
| Allegiance Financial Group Advisory Services LLC | 619 | $350.0K | 0.11% | +619 | New |
| Dorsey & Whitney Trust CO LLC | 618 | $349.5K | 0.02% | +49+8.6% | Added |
| EverSource Wealth Advisors, LLC | 613 | $346.7K | 0.02% | +207+51.0% | Added |
| Equitable Trust Co | 608 | $343.8K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 604 | $341.5K | 0.01% | −42−6.5% | Reduced |
| WJ Wealth Management, LLC | 600 | $339.3K | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 600 | $339.3K | 0.01% | +217+56.7% | Added |
| PUREfi Wealth, LLC | 599 | $338.7K | 0.34% | +63+11.8% | Added |
| DRW Securities, LLC | 592 | $334.8K | 0.03% | −68−10.3% | Reduced |
| Sowell Financial Services LLC | 591 | $334.3K | 0.02% | +591 | New |
| Perigon Wealth Management, LLC | 589 | $333.1K | 0.01% | +14+2.4% | Added |
| Axxcess Wealth Management, LLC | 588 | $332.8K | 0.01% | −85−12.6% | Reduced |
| Blue Barn Wealth, LLC | 584 | $330.3K | 0.17% | +3+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $329.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 579 | $327.4K | 0.01% | +13+2.3% | Added |
| Robertson Stephens Wealth Management, LLC | 578 | $326.9K | 0.01% | −185−24.2% | Reduced |
| DSG Capital Advisors, LLC | 576 | $325.7K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 573 | $323.9K | 0.03% | +127+28.5% | Added |
| Fenimore Asset Management Inc | 572 | $323.5K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 567 | $320.9K | 0.00% | −385−40.4% | Reduced |
| Sage Mountain Advisors LLC | 565 | $319.6K | 0.02% | −52−8.4% | Reduced |
| Capital Advisors, Ltd. LLC | 561 | $317.0K | 0.04% | 00.0% | Unchanged |
| Security Financial Services, INC. | 557 | $315.0K | 0.06% | +58+11.6% | Added |
| Westpac Banking Corp | 555 | $313.9K | 0.02% | −88−13.7% | Reduced |
| Spire Wealth Management | 554 | $313.3K | 0.01% | −3,636−86.8% | Reduced |
| Forum Financial Management, LP | 553 | $312.7K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 548 | $309.9K | 0.09% | +548 | New |
| MBB Public Markets I LLC | 542 | $306.5K | 0.04% | +542 | New |
| Optivise Advisory Services LLC | 540 | $305.6K | 0.17% | +20+3.8% | Added |
| Chilton Investment Co LLC | 530 | $299.7K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 528 | $298.6K | 0.03% | +77+17.1% | Added |
| City National Bank of Florida | 527 | $298.0K | 0.27% | −14−2.6% | Reduced |
| Simplicity Wealth,LLC | 527 | $298.0K | 0.02% | +12+2.3% | Added |
| Karani Asset Management LLC | 527 | $298.0K | 0.32% | +527 | New |
| Scientech Research LLC | 526 | $297.5K | 0.08% | +526 | New |
| Kestra Private Wealth Services, LLC | 525 | $296.9K | 0.00% | −67−11.3% | Reduced |
| Landscape Capital Management, L.L.C. | 524 | $296.3K | 0.03% | +524 | New |
| Crestwood Advisors Group LLC | 524 | $296.3K | 0.01% | +32+6.5% | Added |
| Clarius Group, LLC | 518 | $292.9K | 0.02% | −13−2.4% | Reduced |