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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.

Q2 2025 vs. Q1 2025

How the institutions holding MSCI Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of MSCI: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1,082131,087+18
Shares71.1M92.5K71.4M+446.1K (+0.6%)
Value$40.2B$52.3M$41.2B+$1.08B (+2.7%)

13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (116)

Institutions that held MSCI Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 116 by value.

Institutions new to MSCI in Q2 2025
InstitutionSharesValue% of portfolio
Baillie Gifford & Co360,514$207.9M0.16%
Meritage Group LP311,315$179.5M4.92%
Magellan Asset Management Ltd305,011$175.9M2.01%
Swedbank AB160,200$92.4M0.10%
Capital World Investors77,325$44.6M0.01%
Freestone Grove Partners LP70,231$40.5M0.31%
Senator Investment Group LP60,000$34.6M1.34%
Cat Rock Capital Management LP47,646$27.5M3.46%
Capital Fund Management S.A.27,801$16.0M0.18%
Glenmede Investment Management, LP25,055$14.5M0.07%
Longview Partners (Guernsey) LTD22,727$13.1M0.11%
Susquehanna Portfolio Strategies, LLC21,342$12.3M0.27%
Lombard Odier Asset Management (Europe) Ltd17,092$9.86M0.71%
Boston Trust Walden Corp12,097$6.98M0.05%
Jain Global LLC10,211$5.89M0.09%
Campbell & CO Investment Adviser LLC9,100$5.25M0.33%
TrimTabs Asset Management, LLC6,289$3.63M0.51%
Mizuho Securities USA LLC5,340$3.08M0.07%
Accurate Wealth Management, LLC4,853$2.82M0.43%
Scott Marsh Financial, LLC4,858$2.80M1.04%
Oak Thistle LLC4,372$2.52M0.37%
FORA Capital, LLC3,613$2.08M0.23%
Atom Investors LP3,492$2.01M0.18%
Katamaran Capital LLP3,131$1.81M1.76%
Essential Partners LLC3,107$1.79M0.72%
Sora Investors LLC3,035$1.75M0.16%
Cabot Wealth Management Inc2,709$1.56M0.19%
Banco Santander, S.A.2,603$1.50M0.01%
Midwest Trust Co2,456$1.42M0.02%
Inceptionr LLC2,423$1.40M0.32%
Fulcrum Asset Management LLP1,978$1.14M0.33%
Winton Group Ltd1,973$1.14M0.06%
Annandale Capital, LLC1,900$1.10M0.20%
Stableford Capital II LLC1,777$970.8K0.37%
Park Avenue Securities LLC1,619$934.0K0.01%
Erste Asset Management GmbH1,607$926.3K0.01%
Connor, Clark & Lunn Investment Management Ltd.1,596$920.5K0.00%
Eleva Capital SAS1,565$902.6K0.19%
Wetherby Asset Management Inc1,407$811.5K0.04%
Boreal Capital Management LLC1,157$667.3K0.55%
Steel Peak Wealth Management LLC1,080$622.9K0.02%
Capstone Investment Advisors, LLC1,068$616.0K0.01%
Vise Technologies, Inc.1,060$611.5K0.03%
Ontario Teachers Pension Plan Board965$556.6K0.01%
Centaurus Financial, Inc.926$534.0K0.03%
111 Capital891$513.9K0.09%
McElhenny Sheffield Capital Management, LLC834$481.0K0.13%
Arete Wealth Advisors, LLC815$470.0K0.03%
Boothbay Fund Management, LLC757$436.6K0.01%
Guinness Asset Management LTD737$425.1K0.01%
Kames Capital plc680$391.7K0.01%
EntryPoint Capital, LLC671$387.0K0.19%
Ground Swell Capital, LLC670$386.4K0.63%
Keebeck Alpha, LP633$365.1K0.60%
Employees Retirement System of Texas633$365.0K0.00%
Bourgeon Capital Management LLC618$356.4K0.07%
waypoint wealth counsel615$354.7K0.18%
Citadel Investment Advisory, Inc.580$335.0K0.16%
Full Sail Capital, LLC505$291.3K0.02%
Washington Capital Management Inc500$288.4K0.21%
Waddell & Associates, LLC491$283.2K0.03%
Kera Capital Partners, Inc.485$279.7K0.06%
Waterloo Capital, L.P.484$279.3K0.02%
Armis Advisers, LLC454$256.8K0.02%
Magnetar Financial LLC440$253.8K0.00%
Whalen Wealth Management Inc.440$253.8K0.16%
USA Financial Portformulas Corp426$245.7K0.04%
Patton Fund Management, Inc.410$236.5K0.05%
Proficio Capital Partners LLC396$228.5K0.01%
Catalytic Wealth RIA, LLC395$227.8K0.02%
Premier Path Wealth Partners, LLC374$215.7K0.03%
Potomac Fund Management Inc375$214.8K0.01%
Axq Capital, LP371$214.0K0.07%
Haverford Trust Co363$209.4K0.00%
Baron Wealth Management LLC361$208.3K0.07%
Tairen Capital Ltd360$207.6K0.02%
Oppenheimer & Co Inc357$205.9K0.00%
Keudell/Morrison Wealth Management348$200.7K0.04%
Aspiriant, LLC347$200.1K0.01%
Wormser Freres Gestion252$145.3K0.09%
Newbridge Financial Services Group, Inc.230$132.7K0.02%
Onefund, LLC206$119.0K0.09%
Osterweis Capital Management Inc153$88.2K0.00%
Goodman Advisory Group, LLC149$85.9K0.03%
Global Retirement Partners, LLC128$73.9K0.00%
State of Wyoming113$65.2K0.01%
Generali Investments, Management Co LLC107$61.6K0.01%
Mount Yale Investment Advisors, LLC105$60.6K0.00%
Strategic Wealth Designers62$35.8K0.05%
Stephenson National Bank & Trust60$34.6K0.01%
Clear Street Markets LLC52$30.0K0.01%
Clal Insurance Enterprises Holdings Ltd42$24.0K0.00%
GFG Capital, LLC40$23.1K0.01%
Trust Co of Toledo NA38$21.9K0.00%
Rational Advisors LLC36$20.8K0.00%
Westside Investment Management, Inc.34$19.8K0.00%
MTM Investment Management, LLC32$18.5K0.01%
Spurstone Advisory Services, LLC32$18.5K0.28%
Atlantic Trust, LLC25$14.4K0.00%
Twin Peaks Wealth Advisors, LLC22$12.1K0.00%

Sold out (98)

Institutions that held MSCI Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of MSCI in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Vaughan Nelson Investment Management, L.P.107,035$60.5M
Ceredex Value Advisors LLC38,750$21.9M
Holocene Advisors, LP32,495$18.4M
London & Capital Asset Management Ltd30,182$17.1M
Capital International Inc27,549$15.6M
Stony Point Capital LLC26,769$15.1M
Susquehanna Fundamental Investments, LLC26,286$14.9M
Hudson Bay Capital Management LP23,402$13.2M
Corebridge Financial, Inc.20,314$11.5M
SummitTX Capital, L.P.14,289$8.08M
Motley Fool Wealth Management, LLC13,022$7.36M
Edgestream Partners, L.P.11,219$6.34M
United Services Automobile Association11,214$6.26M
Level Four Advisory Services, LLC10,401$5.88M
Jefferies Financial Group Inc.10,284$5.82M
Eisler Capital Management Ltd.9,643$5.45M
Financial Counselors Inc9,031$5.11M
Overbrook Management Corp8,713$4.93M
Quadrature Capital Ltd6,488$3.67M
PGGM Investments6,095$3.45M
Ghe, LLC5,502$3.11M
Simplex Trading, LLC5,490$3.10M
Ofi Invest Asset Management5,570$2.92M
EFG Asset Management (North America) Corp.3,530$2.00M
Allstate Corp3,066$1.73M
Signal Advisors Wealth, LLC2,719$1.54M
Legacy Advisors, LLC2,644$1.50M
AXS Investments LLC2,238$1.27M
Grandeur Peak Global Advisors, LLC2,110$1.19M
Procyon Private Wealth Partners, LLC1,955$1.11M
Arbor Capital Management Inc1,585$897.4K
Alpha Wealth Funds, LLC1,450$820.0K
Simon Quick Advisors, LLC1,373$776.5K
Aspen Grove Capital, LLC1,274$720.4K
Applied Finance Capital Management, LLC1,075$607.9K
Algert Global LLC1,015$574.0K
University of Texas/Texas Am Investment Managment Co968$547.4K
Virtue Capital Management, LLC965$544.8K
Agf Management Ltd952$538.4K
Wolverine Trading, LLC949$530.0K
Aigen Investment Management, LP886$501.0K
New World Advisors LLC856$484.1K
BIT Capital GmbH835$472.2K
Ethos Financial Group, LLC755$453.0K
RFG Advisory, LLC776$438.8K
Parcion Private Wealth LLC756$427.5K
Ingalls & Snyder LLC748$423.0K
Keystone Investors Pte Ltd741$419.0K
MJP Associates Inc737$416.6K
Garda Capital Partners LP714$403.8K
Allegiance Financial Group Advisory Services LLC619$350.0K
Atria Wealth Solutions, Inc.567$320.9K
Karani Asset Management LLC527$298.0K
Angeles Wealth Management, LLC488$276.0K
Aprio Wealth Management, LLC450$254.7K
Winslow Capital Management, LLC411$232.4K
Kingswood Wealth Advisors, LLC410$231.9K
GK Wealth Management LLC395$223.5K
Fishman Jay A Ltd395$223.4K
GTS Securities LLC386$218.3K
Claro Advisors LLC371$209.8K
We Are One Seven, LLC370$209.2K
ICONIQ Capital, LLC369$208.7K
Northwest Wealth Management, LLC368$208.1K
National Asset Management, Inc.365$206.2K
Boston Private Wealth LLC341$192.8K
Wayfinding Financial, LLC209$118.0K
Global Financial Private Client, LLC179$101.2K
YANKCOM Partnership169$95.6K
Stonehage Fleming Financial Services Holdings Ltd165$93.3K
Quent Capital, LLC121$68.6K
Hexagon Capital Partners LLC96$54.3K
American National Bank92$52.0K
Riverview Trust Co84$47.5K
Caitong International Asset Management Co., Ltd83$46.9K
HWG Holdings LP77$43.5K
Carolinas Wealth Consulting LLC45$25.4K
Washington Trust Co41$23.2K
Saudi Central Bank31$17.5K
Eastern Bank28$15.8K
Davidson Capital Management Inc.16$9.05K
Flagship Wealth Advisors, LLC14$7.92K
Flaharty Asset Management, LLC13$7.38K
Country Trust Bank10$5.66K
Hanson & Doremus Investment Management8$5.00K
Greenline Partners, LLC8$4.52K
ROSS\JOHNSON & Associates LLC7$3.96K
United Community Bank6$3.39K
BankPlus Trust Department5$2.83K
Dogwood Wealth Management LLC5$2.83K
Continuum Advisory, LLC4$2.26K
Caldwell Trust Co3$1.70K
Winnow Wealth LLC3$1.21K
Ruedi Wealth Management, Inc.2$1.13K
GoalVest Advisory LLC1$566
Stonebridge Financial Group, LLC1$566
MPWM Advisory Solutions, LLC1$566
Chesapeake Asset Management LLC1$565

Not filed for Q2 2025 yet (13)

Institutions that held MSCI Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A34,595$19.6M
Glenmede Trust Co NA25,137$14.2M
Orion Portfolio Solutions, LLC11,447$6.47M
Rakuten Investment Management, Inc.7,117$3.97M
Mizuho Securities USA LLC6,218$3.52M
Schechter Investment Advisors, LLC3,016$1.71M
CAPROCK Group, Inc.2,013$1.14M
Redwood Investments, LLC1,584$895.8K
Permanent Capital Management, LP636$359.7K
JCIC Asset Management Inc.360$203.6K
Lindbrook Capital, LLC339$191.7K
Financial Network Wealth Management LLC48$27.0K
Nova Wealth Management, Inc.4$2.26K