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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 520 | $300.1K | 0.01% | −80−13.3% | Reduced |
| Journey Strategic Wealth LLC | 521 | $300.4K | 0.01% | +65+14.3% | Added |
| PDS Planning, Inc | 532 | $306.8K | 0.02% | +4+0.8% | Added |
| Sage Mountain Advisors LLC | 533 | $307.4K | 0.02% | −32−5.7% | Reduced |
| Fullcircle Wealth LLC | 546 | $312.3K | 0.12% | +2+0.4% | Added |
| Forum Financial Management, LP | 543 | $313.2K | 0.00% | −10−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 540 | $313.9K | 0.00% | +204+60.7% | Added |
| Sowell Financial Services LLC | 550 | $317.3K | 0.01% | −41−6.9% | Reduced |
| Sigma Planning Corp | 551 | $318.0K | 0.01% | −53−8.8% | Reduced |
| Farther Finance Advisors, LLC | 552 | $318.3K | 0.01% | −143−20.6% | Reduced |
| Warren Averett Asset Management, LLC | 555 | $320.1K | 0.00% | +57+11.4% | Added |
| Equitable Trust Co | 556 | $320.7K | 0.02% | −52−8.6% | Reduced |
| Sagespring Wealth Partners, LLC | 557 | $321.1K | 0.01% | +85+18.0% | Added |
| Wealth Alliance | 560 | $323.2K | 0.04% | −87−13.4% | Reduced |
| OneAscent Investment Solutions LLC | 561 | $324.0K | 0.35% | −67−10.7% | Reduced |
| Two Sigma Securities, LLC | 563 | $324.7K | 0.04% | −691−55.1% | Reduced |
| Optivise Advisory Services LLC | 568 | $327.7K | 0.17% | +28+5.2% | Added |
| Smartleaf Asset Management LLC | 570 | $328.6K | 0.03% | −136−19.3% | Reduced |
| Fenimore Asset Management Inc | 572 | $329.9K | 0.01% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 576 | $332.2K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 577 | $332.8K | 0.00% | −1,865−76.4% | Reduced |
| Citadel Investment Advisory, Inc. | 580 | $335.0K | 0.16% | +580 | New |
| Robertson Stephens Wealth Management, LLC | 582 | $335.7K | 0.01% | +4+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $336.2K | 0.01% | +4+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $336.2K | 0.01% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 587 | $338.5K | 0.08% | −166−22.0% | Reduced |
| Axxcess Wealth Management, LLC | 591 | $340.6K | 0.01% | +3+0.5% | Added |
| Kaufman Rossin Wealth, LLC | 593 | $342.0K | 0.22% | −265−30.9% | Reduced |
| Blue Barn Wealth, LLC | 593 | $342.0K | 0.16% | +9+1.5% | Added |
| City National Bank of Florida | 595 | $343.2K | 0.25% | +68+12.9% | Added |
| Regions Financial Corp | 598 | $344.9K | 0.00% | −1,205−66.8% | Reduced |
| Ascent Group, LLC | 598 | $345.0K | 0.01% | +89+17.5% | Added |
| WJ Wealth Management, LLC | 600 | $346.0K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 604 | $348.2K | 0.02% | +31+5.4% | Added |
| Chilton Investment Co LLC | 607 | $350.1K | 0.01% | +77+14.5% | Added |
| Fielder Capital Group LLC | 608 | $350.7K | 0.09% | −88−12.6% | Reduced |
| waypoint wealth counsel | 615 | $354.7K | 0.18% | +615 | New |
| Bourgeon Capital Management LLC | 618 | $356.4K | 0.07% | +618 | New |
| Pitcairn Co | 619 | $357.0K | 0.02% | −212−25.5% | Reduced |
| Catalyst Capital Advisors LLC | 630 | $363.3K | 0.01% | −135−17.6% | Reduced |
| Employees Retirement System of Texas | 633 | $365.0K | 0.00% | +633 | New |
| JSF Financial, LLC | 633 | $365.1K | 0.09% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 633 | $365.1K | 0.60% | +633 | New |
| Aster Capital Management (DIFC) Ltd | 645 | $372.0K | 0.08% | −4,107−86.4% | Reduced |
| Crestwood Advisors Group LLC | 660 | $380.6K | 0.01% | +136+26.0% | Added |
| Entropy Technologies, LP | 660 | $380.6K | 0.03% | −1,915−74.4% | Reduced |
| Optimize Financial Inc | 661 | $381.2K | 0.23% | −4−0.6% | Reduced |
| Ground Swell Capital, LLC | 670 | $386.4K | 0.63% | +670 | New |
| EntryPoint Capital, LLC | 671 | $387.0K | 0.19% | +671 | New |
| Perigon Wealth Management, LLC | 675 | $389.3K | 0.01% | +86+14.6% | Added |
| Kames Capital plc | 680 | $391.7K | 0.01% | +680 | New |
| Connecticut Wealth Management, LLC | 681 | $392.8K | 0.02% | −24−3.4% | Reduced |
| Cynosure Management, LLC | 685 | $395.1K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 686 | $395.6K | 0.06% | +177+34.8% | Added |
| Beverly Hills Private Wealth, LLC | 689 | $397.4K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 689 | $397.4K | 0.26% | +8+1.2% | Added |
| Security Financial Services, INC. | 690 | $398.0K | 0.07% | +133+23.9% | Added |
| Valeo Financial Advisors, LLC | 692 | $399.1K | 0.01% | +72+11.6% | Added |
| Aptus Capital Advisors, LLC | 693 | $399.7K | 0.00% | −64−8.5% | Reduced |
| Private Advisor Group, LLC | 693 | $399.7K | 0.00% | −60−8.0% | Reduced |
| Net Worth Advisory Group | 695 | $400.9K | 0.09% | +25+3.7% | Added |
| PUREfi Wealth, LLC | 697 | $402.0K | 0.32% | +98+16.4% | Added |
| Cresset Asset Management, LLC | 703 | $405.4K | 0.00% | −1,372−66.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 713 | $411.2K | 0.00% | −22−3.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 721 | $415.3K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 725 | $418.1K | 0.03% | −2−0.3% | Reduced |
| Teza Capital Management LLC | 726 | $418.7K | 0.31% | −301−29.3% | Reduced |
| Pensionmark Financial Group, LLC | 726 | $418.8K | 0.01% | +68+10.3% | Added |
| Commerzbank Aktiengesellschaft | 725 | $419.0K | 0.01% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 729 | $420.4K | 0.05% | +242+49.7% | Added |
| George Kaiser Family Foundation | 729 | $420.4K | 0.06% | +242+49.7% | Added |
| Itau Unibanco Holding S.A. | 730 | $421.0K | 0.02% | +249+51.8% | Added |
| Argentarii, LLC | 734 | $423.3K | 0.19% | +28+4.0% | Added |
| Guinness Asset Management LTD | 737 | $425.1K | 0.01% | +737 | New |
| Ameritas Investment Partners, Inc. | 740 | $426.8K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 742 | $427.9K | 0.11% | −1,644−68.9% | Reduced |
| Checchi Capital Advisers, LLC | 744 | $429.1K | 0.03% | −16−2.1% | Reduced |
| Sustainable Growth Advisers, LP | 745 | $429.7K | 0.00% | −665−47.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 748 | $431.4K | 0.02% | −1−0.1% | Reduced |
| Cigna Investments Inc | 749 | $432.0K | 0.07% | −19−2.5% | Reduced |
| Mather Group, LLC. | 751 | $432.8K | 0.00% | −37−4.7% | Reduced |
| Meridian Wealth Management, LLC | 752 | $433.8K | 0.02% | −10−1.3% | Reduced |
| Hilltop Holdings Inc. | 755 | $435.5K | 0.03% | +19+2.6% | Added |
| Boothbay Fund Management, LLC | 757 | $436.6K | 0.01% | +757 | New |
| Brown Brothers Harriman & Co | 768 | $442.9K | 0.00% | +83+12.1% | Added |
| Chicago Partners Investment Group LLC | 835 | $443.3K | 0.01% | +346+70.8% | Added |
| Parallel Advisors, LLC | 772 | $445.3K | 0.01% | −6−0.8% | Reduced |
| Elk River Wealth Management, LLC | 773 | $445.8K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 777 | $448.1K | 0.00% | −12−1.5% | Reduced |
| Ellevest, Inc. | 778 | $448.7K | 0.07% | −221−22.1% | Reduced |
| Apeiron RIA LLC | 802 | $462.6K | 0.12% | +21+2.7% | Added |
| Boit C F David | 810 | $467.2K | 0.22% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 812 | $468.3K | 0.08% | +264+48.2% | Added |
| Arete Wealth Advisors, LLC | 815 | $470.0K | 0.03% | +815 | New |
| Salvus Wealth Management, LLC | 819 | $472.4K | 0.28% | −5−0.6% | Reduced |
| Union Bancaire Privee, UBP SA | 836 | $472.9K | 0.01% | −2,138−71.9% | Reduced |
| AdvisorShares Investments LLC | 820 | $472.9K | 0.09% | −10−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 821 | $473.5K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 827 | $477.1K | 0.03% | +235+39.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 834 | $481.0K | 0.13% | +834 | New |