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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 274 | $158.0K | 0.01% | −12−4.2% | Reduced |
| Group One Trading, L.P. | 285 | $164.4K | 0.01% | +227+391.4% | Added |
| Murphy & Mullick Capital Management Corp | 293 | $164.5K | 0.13% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 289 | $166.7K | 0.03% | −10,468−97.3% | Reduced |
| Banque de Luxembourg S.A. | 300 | $169.7K | 0.10% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 302 | $174.2K | 0.01% | +23+8.2% | Added |
| Rossby Financial, LCC | 319 | $184.0K | 0.07% | +6+1.9% | Added |
| CNB Bank | 347 | $200.1K | 0.09% | −481−58.1% | Reduced |
| Aspiriant, LLC | 347 | $200.1K | 0.01% | +347 | New |
| Keudell/Morrison Wealth Management | 348 | $200.7K | 0.04% | +348 | New |
| Whittier Trust Co | 356 | $205.3K | 0.00% | +33+10.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 356 | $205.3K | 0.01% | −925−72.2% | Reduced |
| Aaron Wealth Advisors | 356 | $205.3K | 0.02% | −64−15.2% | Reduced |
| Oppenheimer & Co Inc | 357 | $205.9K | 0.00% | +357 | New |
| Alta Advisers Ltd | 359 | $207.1K | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 360 | $207.6K | 0.01% | −1−0.3% | Reduced |
| Buckhead Capital Management LLC | 360 | $207.6K | 0.08% | 00.0% | Unchanged |
| Tairen Capital Ltd | 360 | $207.6K | 0.02% | +360 | New |
| Baron Wealth Management LLC | 361 | $208.3K | 0.07% | +361 | New |
| E Fund Management Co., Ltd. | 363 | $209.4K | 0.01% | −2,739−88.3% | Reduced |
| Haverford Trust Co | 363 | $209.4K | 0.00% | +363 | New |
| NorthCrest Asset Manangement, LLC | 357 | $209.6K | 0.01% | −842−70.2% | Reduced |
| Allworth Financial LP | 365 | $210.3K | 0.00% | +117+47.2% | Added |
| Lantz Financial LLC | 368 | $212.2K | 0.05% | −36−8.9% | Reduced |
| Axq Capital, LP | 371 | $214.0K | 0.07% | +371 | New |
| Potomac Fund Management Inc | 375 | $214.8K | 0.01% | +375 | New |
| Wellspring Financial Advisors, LLC | 373 | $215.1K | 0.02% | +6+1.6% | Added |
| Premier Path Wealth Partners, LLC | 374 | $215.7K | 0.03% | +374 | New |
| McHugh Group, LLC | 375 | $216.3K | 0.14% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 377 | $217.4K | 0.01% | −8−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 379 | $218.6K | 0.01% | −29−7.1% | Reduced |
| Summa Corp. | 382 | $220.3K | 0.11% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 383 | $220.9K | 0.07% | +6+1.6% | Added |
| M3 Advisory Group, LLC | 389 | $224.4K | 0.16% | −12−3.0% | Reduced |
| Advisor OS, LLC | 395 | $227.8K | 0.02% | −782−66.4% | Reduced |
| Catalytic Wealth RIA, LLC | 395 | $227.8K | 0.02% | +395 | New |
| Proficio Capital Partners LLC | 396 | $228.5K | 0.01% | +396 | New |
| WealthBridge Capital Management, LLC | 398 | $229.5K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 398 | $229.5K | 0.01% | +22+5.9% | Added |
| Capital Performance Advisors LLP | 399 | $230.2K | 0.05% | −359−47.4% | Reduced |
| Synovus Financial Corp | 399 | $230.6K | 0.00% | −428−51.8% | Reduced |
| Blue Edge Capital, LLC | 400 | $230.7K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 401 | $231.3K | 0.00% | +31+8.4% | Added |
| OneAscent Financial Services LLC | 401 | $232.0K | 0.02% | −15−3.6% | Reduced |
| Claret Asset Management Corp | 409 | $236.0K | 0.03% | – | – |
| Mayflower Financial Advisors, LLC | 410 | $236.5K | 0.03% | −5−1.2% | Reduced |
| Patton Fund Management, Inc. | 410 | $236.5K | 0.05% | +410 | New |
| Penserra Capital Management LLC | 412 | $237.0K | 0.00% | +40+10.8% | Added |
| Founders Financial Securities LLC | 412 | $237.6K | 0.02% | +13+3.3% | Added |
| Burney Co | 416 | $239.9K | 0.01% | −805−65.9% | Reduced |
| Smithfield Trust Co | 417 | $240.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 418 | $240.8K | 0.01% | −26−5.9% | Reduced |
| Walleye Trading LLC | 418 | $241.1K | 0.01% | −2,011−82.8% | Reduced |
| Impact Capital Partners LLC | 418 | $241.1K | 0.08% | +36+9.4% | Added |
| Qsemble Capital Management, LP | 422 | $243.4K | 0.02% | −6,511−93.9% | Reduced |
| MQS Management LLC | 424 | $244.5K | 0.13% | −328−43.6% | Reduced |
| Venture Visionary Partners LLC | 424 | $244.5K | 0.01% | +26+6.5% | Added |
| USA Financial Portformulas Corp | 426 | $245.7K | 0.04% | +426 | New |
| Iron Financial, LLC | 427 | $246.3K | 0.13% | +2+0.5% | Added |
| Bridgewater Advisors Inc. | 466 | $248.7K | 0.02% | +30+6.9% | Added |
| Concurrent Investment Advisors, LLC | 433 | $249.6K | 0.00% | −25−5.5% | Reduced |
| Camden Capital, LLC | 434 | $250.1K | 0.02% | −8−1.8% | Reduced |
| Quantitative Investment Management, LLC | 436 | $251.0K | 0.03% | −480−52.4% | Reduced |
| Conning Inc. | 437 | $252.0K | 0.01% | −22−4.8% | Reduced |
| MBB Public Markets I LLC | 440 | $253.8K | 0.03% | −102−18.8% | Reduced |
| Magnetar Financial LLC | 440 | $253.8K | 0.00% | +440 | New |
| Whalen Wealth Management Inc. | 440 | $253.8K | 0.16% | +440 | New |
| Strive Asset Management, LLC | 443 | $255.5K | 0.15% | −501−53.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 445 | $256.6K | 0.05% | 00.0% | Unchanged |
| Armis Advisers, LLC | 454 | $256.8K | 0.02% | +454 | New |
| Evergreen Capital Management LLC | 448 | $258.4K | 0.01% | −24−5.1% | Reduced |
| Focus Financial Network, Inc. | 450 | $259.4K | 0.01% | +13+3.0% | Added |
| FJ Capital Management LLC | 456 | $263.0K | 0.03% | −1,117−71.0% | Reduced |
| J2 Capital Management Inc | 456 | $263.0K | 0.21% | 00.0% | Unchanged |
| Capital Advisors Inc | 456 | $263.3K | 0.00% | +5+1.1% | Added |
| Howard Capital Management Inc. | 464 | $267.6K | 0.00% | +47+11.3% | Added |
| Chancellor Financial Group WB LP | 467 | $269.3K | 0.21% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 469 | $270.5K | 0.01% | +46+10.9% | Added |
| Hamilton Capital Partners Inc. | 470 | $271.1K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 483 | $278.6K | 0.02% | −35−6.8% | Reduced |
| Waterloo Capital, L.P. | 484 | $279.3K | 0.02% | +484 | New |
| Kera Capital Partners, Inc. | 485 | $279.7K | 0.06% | +485 | New |
| Cary Street Partner Investment Advisory LLC | 486 | $280.4K | 0.14% | −293−37.6% | Reduced |
| Baldwin Brothers Inc | 487 | $280.9K | 0.02% | −3−0.6% | Reduced |
| Independent Advisor Alliance | 488 | $281.5K | 0.01% | +11+2.3% | Added |
| Waddell & Associates, LLC | 491 | $283.2K | 0.03% | +491 | New |
| CX Institutional | 492 | $284.0K | 0.01% | +45+10.1% | Added |
| True North Advisors, LLC | 493 | $284.3K | 0.05% | −14−2.8% | Reduced |
| Founders Financial Alliance, LLC | 497 | $286.6K | 0.07% | +35+7.6% | Added |
| Davy Global Fund Management Ltd | 499 | $287.8K | 0.03% | +48+10.6% | Added |
| Washington Capital Management Inc | 500 | $288.4K | 0.21% | +500 | New |
| World Equity Group, Inc. | 502 | $289.5K | 0.08% | −140−21.8% | Reduced |
| Full Sail Capital, LLC | 505 | $291.3K | 0.02% | +505 | New |
| Wedbush Securities Inc | 507 | $292.0K | 0.01% | −1−0.2% | Reduced |
| Sym Financial Corp | 507 | $292.4K | 0.03% | −414−45.0% | Reduced |
| V-Square Quantitative Management LLC | 513 | $295.9K | 0.04% | +74+16.9% | Added |
| Savvy Advisors, Inc. | 515 | $297.0K | 0.02% | +146+39.6% | Added |
| Dorsey & Whitney Trust CO LLC | 517 | $298.4K | 0.02% | −101−16.3% | Reduced |
| Kestra Private Wealth Services, LLC | 518 | $298.8K | 0.00% | −7−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 519 | $299.0K | 0.04% | −42−7.5% | Reduced |