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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.

13F holders, Q2 2025

Institutional positions in MSCI Inc. as of Jun 30, 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
1,087
+18 vs. Q1 2025
Shares held
71.4M
+446.1K (+0.6%) vs. Q1 2025
Total value
$41.2B
+$1.08B (+2.7%) vs. Q1 2025
New holders
116
400 more added
Sold out
98
419 more reduced

13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,087 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ2 2025: $41.2B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2025.

Institutions holding MSCI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph1$00.00%00.0%Unchanged
Y.D. More Investments Ltd72$1230.00%−40−35.7%Reduced
Sound Income Strategies, LLC1$5770.00%−19−95.0%Reduced
Wolff Wiese Magana LLC1$5770.00%−6−85.7%Reduced
Creative Financial Designs Inc1$5770.00%−2−66.7%Reduced
WealthTrak Capital Management LLC1$5770.00%−1−50.0%Reduced
IMA Wealth, Inc.1$5770.00%+1New
Scarborough Advisors, LLC1$5770.00%+1New
Bartlett & Co. Wealth Management LLC1$5770.00%+1New
Bullock Wealth Management Group1$6000.00%00.0%Unchanged
Winthrop Capital Management, LLC1$1.00K0.00%00.0%Unchanged
Activest Wealth Management2$1.15K0.00%−2−50.0%Reduced
WestEnd Advisors, LLC2$1.15K0.00%−1−33.3%Reduced
Core Alternative Capital2$1.15K0.00%00.0%Unchanged
Sittner & Nelson, LLC2$1.15K0.00%00.0%Unchanged
Richardson Financial Services Inc.2$1.15K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC2$1.15K0.00%+1+100.0%Added
Parkworth Wealth Management, Inc.2$1.15K0.00%+1+100.0%Added
Binnacle Investments Inc2$1.15K0.00%+1+100.0%Added
HFM Investment Advisors, LLC2$1.15K0.00%+1+100.0%Added
SJS Investment Consulting Inc.2$1.15K0.00%−8−80.0%Reduced
TFC Financial Management2$1.15K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC2$1.15K0.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1.15K0.00%+2New
American Capital Advisory, LLC2$1.15K0.00%+2New
High Note Wealth, LLC3$1.73K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC3$1.73K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.73K0.00%00.0%Unchanged
Total Investment Management Inc3$1.73K0.00%+3New
Central Trust Co3$1.73K0.00%00.0%Unchanged
Atticus Wealth Management, LLC3$1.73K0.00%+3New
Stephens Consulting, LLC3$1.73K0.00%+3New
Harvest Fund Management Co., Ltd4$2.00K0.00%00.0%Unchanged
Capital A Wealth Management, LLC4$2.26K0.03%−263−98.5%Reduced
Bay Harbor Wealth Management, LLC4$2.31K0.00%+2+100.0%Added
Brown, Lisle/Cummings, Inc.4$2.31K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC4$2.31K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC4$2.31K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$2.31K0.00%00.0%Unchanged
North Capital, Inc.4$2.31K0.00%00.0%Unchanged
Tortoise Investment Management, LLC4$2.31K0.00%+4New
ORG Partners LLC4$2.32K0.00%−3−42.9%Reduced
Bellevue Asset Management, LLC5$2.88K0.00%00.0%Unchanged
Aventura Private Wealth, LLC5$2.88K0.00%−39−88.6%Reduced
Minot DeBlois Advisors LLC5$2.88K0.00%00.0%Unchanged
Anfield Capital Management, LLC5$2.88K0.00%00.0%Unchanged
Garde Capital, Inc.5$2.88K0.00%00.0%Unchanged
Crews Bank & Trust5$2.88K0.00%00.0%Unchanged
IMG Wealth Management, Inc.5$2.88K0.00%+5New
Harbor Investment Advisory, LLC6$3.46K0.00%−14−70.0%Reduced
St Germain D J Co Inc6$3.46K0.00%00.0%Unchanged
JNBA Financial Advisors6$3.46K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$3.46K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$3.49K0.00%−6−50.0%Reduced
Coston, McIsaac & Partners7$4.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$4.04K0.00%00.0%Unchanged
Red Tortoise LLC7$4.04K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$4.04K0.00%00.0%Unchanged
Altshuler Shaham Ltd7$4.04K0.00%00.0%Unchanged
Bare Financial Services, Inc7$4.04K0.00%+6+600.0%Added
Pacific Center for Financial Services7$4.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$4.04K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC8$4.61K0.00%00.0%Unchanged
Highline Wealth Partners LLC8$4.63K0.00%−2−20.0%Reduced
Cheviot Value Management, LLC9$4.92K0.00%00.0%Unchanged
Albion Financial Group9$5.19K0.00%00.0%Unchanged
First Pacific Financial9$5.19K0.00%00.0%Unchanged
Centricity Wealth Management, LLC9$5.19K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.9$5.19K0.00%+8+800.0%Added
Abound Wealth Management9$5.19K0.00%00.0%Unchanged
Ancora Advisors, LLC10$5.77K0.00%00.0%Unchanged
Independence Bank of Kentucky10$5.77K0.00%00.0%Unchanged
Clark Wealth Partners10$5.77K0.00%+6+150.0%Added
Redmont Wealth Advisors LLC10$5.77K0.01%+10New
Hughes Financial Services, LLC11$6.03K0.00%+2+22.2%Added
Delta Asset Management LLC11$6.34K0.00%00.0%Unchanged
Eukles Asset Management11$6.34K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$6.34K0.01%+1+10.0%Added
Sachetta, LLC11$6.34K0.00%+5+83.3%Added
True Wealth Design, LLC12$6.92K0.00%−240−95.2%Reduced
Heritage Wealth Advisors12$6.92K0.00%00.0%Unchanged
Kings Path Partners LLC12$6.92K0.00%00.0%Unchanged
Kilter Group LLC12$6.92K0.00%+12New
Mowery & Schoenfeld Wealth Management, LLC12$6.94K0.01%00.0%Unchanged
Fortitude Family Office, LLC13$7.50K0.00%+3+30.0%Added
Truvestments Capital LLC14$8.07K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$8.07K0.00%00.0%Unchanged
Webster Bank, N. A.14$8.07K0.00%+14New
Quest 10 Wealth Builders, Inc.14$8.19K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$8.65K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$8.65K0.00%00.0%Unchanged
Howard Hughes Medical Institute16$9.23K0.00%+16New
Colonial Trust Co16$9.50K0.00%−17−51.5%Reduced
Avion Wealth19$10.0K0.00%+5+35.7%Added
Banque Transatlantique SA18$10.4K0.00%00.0%Unchanged
Key Financial Inc19$11.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$11.5K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC20$11.5K0.00%+20New
Global X Japan Co., Ltd.20$11.5K0.00%+20New
Bogart Wealth, LLC20$11.6K0.00%+14+233.3%Added