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 |
|---|---|---|---|---|---|
| Fullcircle Wealth LLC | 544 | $291.0K | 0.12% | +14+2.6% | Added |
| Ascent Group, LLC | 509 | $287.9K | 0.01% | +509 | New |
| Ramirez Asset Management, Inc. | 509 | $287.8K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 508 | $287.0K | 0.01% | −25−4.7% | Reduced |
| True North Advisors, LLC | 507 | $286.7K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 507 | $286.7K | 0.05% | +37+7.9% | Added |
| Warren Averett Asset Management, LLC | 498 | $281.6K | 0.00% | +159+46.9% | Added |
| Walleye Capital LLC | 495 | $279.9K | 0.00% | +273+123.0% | Added |
| Baldwin Brothers Inc | 490 | $277.1K | 0.02% | −9,986−95.3% | Reduced |
| Angeles Wealth Management, LLC | 488 | $276.0K | 0.02% | −4−0.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 487 | $275.4K | 0.04% | +103+26.8% | Added |
| George Kaiser Family Foundation | 487 | $275.4K | 0.04% | +487 | New |
| Itau Unibanco Holding S.A. | 481 | $272.0K | 0.01% | +481 | New |
| Versor Investments LP | 480 | $271.4K | 0.04% | −2,098−81.4% | Reduced |
| Chicago Partners Investment Group LLC | 489 | $270.3K | 0.01% | −168−25.6% | Reduced |
| Independent Advisor Alliance | 477 | $269.8K | 0.01% | −146−23.4% | Reduced |
| Brighton Jones LLC | 475 | $268.6K | 0.01% | +475 | New |
| Evergreen Capital Management LLC | 472 | $266.9K | 0.01% | +35+8.0% | Added |
| Sagespring Wealth Partners, LLC | 472 | $266.8K | 0.01% | +34+7.8% | Added |
| Hamilton Capital Partners Inc. | 470 | $265.8K | 0.02% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 467 | $264.1K | 0.22% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 462 | $261.3K | 0.06% | +462 | New |
| Conning Inc. | 459 | $259.6K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 458 | $259.2K | 0.01% | −26−5.4% | Reduced |
| J2 Capital Management Inc | 456 | $257.9K | 0.24% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 456 | $257.8K | 0.01% | +47+11.5% | Added |
| Capital Advisors Inc | 451 | $255.2K | 0.01% | +2+0.4% | Added |
| XTX Topco Ltd | 451 | $255.0K | 0.01% | −708−61.1% | Reduced |
| Davy Global Fund Management Ltd | 451 | $255.0K | 0.03% | −204−31.1% | Reduced |
| Aprio Wealth Management, LLC | 450 | $254.7K | 0.03% | +72+19.0% | Added |
| CX Institutional | 447 | $253.0K | 0.01% | +52+13.2% | Added |
| Rainey & Randall Investment Management Inc. | 445 | $251.6K | 0.05% | +445 | New |
| Flagship Harbor Advisors, LLC | 444 | $251.3K | 0.01% | +3+0.7% | Added |
| Camden Capital, LLC | 442 | $249.9K | 0.03% | +28+6.8% | Added |
| V-Square Quantitative Management LLC | 439 | $248.3K | 0.04% | −19−4.1% | Reduced |
| Focus Financial Network, Inc. | 437 | $247.0K | 0.01% | +13+3.1% | Added |
| Iron Financial, LLC | 425 | $240.3K | 0.13% | +425 | New |
| CWA Asset Management Group, LLC | 423 | $239.2K | 0.01% | +5+1.2% | Added |
| Aaron Wealth Advisors | 420 | $237.5K | 0.03% | −41−8.9% | Reduced |
| OneAscent Financial Services LLC | 416 | $236.0K | 0.02% | −83−16.6% | Reduced |
| Howard Capital Management Inc. | 417 | $235.8K | 0.01% | −67−13.8% | Reduced |
| Bridgewater Advisors Inc. | 436 | $235.8K | 0.02% | +436 | New |
| Smithfield Trust Co | 417 | $235.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 415 | $234.7K | 0.04% | +2+0.5% | Added |
| Claret Asset Management Corp | – | $234.0K | 0.03% | – | – |
| Winslow Capital Management, LLC | 411 | $232.4K | 0.00% | −187−31.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 410 | $231.9K | 0.02% | −16−3.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 408 | $230.7K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 404 | $228.5K | 0.06% | +1+0.2% | Added |
| M3 Advisory Group, LLC | 401 | $226.6K | 0.18% | +22+5.8% | Added |
| Blue Edge Capital, LLC | 400 | $226.2K | 0.04% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 398 | $225.1K | 0.06% | −16−3.9% | Reduced |
| Venture Visionary Partners LLC | 398 | $225.1K | 0.01% | +398 | New |
| GK Wealth Management LLC | 395 | $223.5K | 0.28% | −122−23.6% | Reduced |
| Fishman Jay A Ltd | 395 | $223.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 391 | $221.1K | 0.01% | +391 | New |
| GTS Securities LLC | 386 | $218.3K | 0.01% | −170−30.6% | Reduced |
| New Age Alpha Advisors, LLC | 385 | $217.7K | 0.01% | +385 | New |
| Summa Corp. | 382 | $216.0K | 0.12% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 382 | $216.0K | 0.08% | +382 | New |
| Founders Financial Securities LLC | 399 | $213.4K | 0.02% | +399 | New |
| Howard Bailey Securities, LLC | 377 | $213.2K | 0.07% | −72−16.0% | Reduced |
| Stonegate Investment Group, LLC | 376 | $212.6K | 0.01% | +376 | New |
| McHugh Group, LLC | 375 | $212.1K | 0.16% | 00.0% | Unchanged |
| Claro Advisors LLC | 371 | $209.8K | 0.03% | +371 | New |
| Savant Capital, LLC | 370 | $209.2K | 0.00% | −180−32.7% | Reduced |
| We Are One Seven, LLC | 370 | $209.2K | 0.01% | +370 | New |
| Penserra Capital Management LLC | 372 | $209.0K | 0.00% | −184−33.1% | Reduced |
| ICONIQ Capital, LLC | 369 | $208.7K | 0.00% | +26+7.6% | Added |
| Savvy Advisors, Inc. | 369 | $208.7K | 0.02% | +369 | New |
| Northwest Wealth Management, LLC | 368 | $208.1K | 0.04% | +368 | New |
| Wellspring Financial Advisors, LLC | 367 | $207.5K | 0.02% | +6+1.7% | Added |
| National Asset Management, Inc. | 365 | $206.2K | 0.01% | +2+0.6% | Added |
| Quotient Wealth Partners, LLC | 361 | $204.1K | 0.01% | +20+5.9% | Added |
| Buckhead Capital Management LLC | 360 | $203.6K | 0.07% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 360 | $203.6K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 359 | $203.0K | 0.09% | +359 | New |
| Boston Private Wealth LLC | 341 | $192.8K | 0.01% | −85−20.0% | Reduced |
| Lindbrook Capital, LLC | 339 | $191.7K | 0.02% | +89+35.6% | Added |
| TD Waterhouse Canada Inc. | 336 | $187.0K | 0.00% | +17+5.3% | Added |
| Whittier Trust Co | 323 | $182.7K | 0.00% | −128−28.4% | Reduced |
| Banque de Luxembourg S.A. | 300 | $169.7K | 0.10% | 00.0% | Unchanged |
| Rossby Financial, LCC | 313 | $167.6K | 0.07% | +313 | New |
| Massmutual Trust Co FSB | 296 | $167.4K | 0.00% | +77+35.2% | Added |
| Murphy & Mullick Capital Management Corp | 293 | $165.7K | 0.16% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 286 | $161.7K | 0.01% | −417−59.3% | Reduced |
| SRS Capital Advisors, Inc. | 279 | $157.8K | 0.01% | +162+138.5% | Added |
| Capital A Wealth Management, LLC | 267 | $151.0K | 0.16% | 00.0% | Unchanged |
| CVA Family Office, LLC | 263 | $148.7K | 0.02% | +11+4.4% | Added |
| Umb Bank N A | 257 | $145.3K | 0.00% | +37+16.8% | Added |
| True Wealth Design, LLC | 252 | $142.5K | 0.05% | +174+223.1% | Added |
| Godsey & Gibb Associates | 250 | $141.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 247 | $139.7K | 0.00% | −10−3.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $138.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $138.5K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 234 | $133.0K | 0.09% | +26+12.5% | Added |
| Allworth Financial LP | 248 | $131.6K | 0.00% | −8−3.1% | Reduced |
| Cromwell Holdings LLC | 227 | $128.4K | 0.08% | +3+1.3% | Added |
| Larson Financial Group LLC | 212 | $119.9K | 0.01% | +167+371.1% | Added |
| Wayfinding Financial, LLC | 209 | $118.0K | 0.05% | +209 | New |