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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 842 | $485.6K | 0.02% | +4+0.5% | Added |
| Clearstead Advisors, LLC | 864 | $498.3K | 0.01% | +121+16.3% | Added |
| Ritholtz Wealth Management | 867 | $500.2K | 0.01% | +55+6.8% | Added |
| Pier Capital, LLC | 869 | $501.2K | 0.08% | −10−1.1% | Reduced |
| Emerald Advisers, LLC | 871 | $502.3K | 0.02% | +17+2.0% | Added |
| ORG Wealth Partners, LLC | 875 | $508.7K | 0.12% | +95+12.2% | Added |
| 111 Capital | 891 | $513.9K | 0.09% | +891 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 898 | $517.9K | 0.21% | +198+28.3% | Added |
| Beacon Pointe Advisors, LLC | 899 | $518.5K | 0.01% | −423−32.0% | Reduced |
| Sava Infond d.o.o. | 900 | $519.1K | 0.08% | −200−18.2% | Reduced |
| Crestmont Private Wealth LLC | 903 | $520.8K | 0.19% | +97+12.0% | Added |
| Trust Asset Management LLC | 905 | $522.0K | 0.04% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 907 | $523.1K | 0.06% | −6−0.7% | Reduced |
| Prelude Capital Management, LLC | 917 | $528.9K | 0.05% | −283−23.6% | Reduced |
| Venturi Wealth Management, LLC | 925 | $533.5K | 0.03% | −131−12.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 926 | $534.0K | 0.07% | −944−50.5% | Reduced |
| Centaurus Financial, Inc. | 926 | $534.0K | 0.03% | +926 | New |
| Hallmark Capital Management Inc | 938 | $541.0K | 0.04% | +21+2.3% | Added |
| Peapack Gladstone Financial Corp | 944 | $544.0K | 0.01% | +3+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 957 | $552.0K | 0.20% | −41−4.1% | Reduced |
| Syon Capital LLC | 964 | $556.0K | 0.04% | +217+29.0% | Added |
| Ontario Teachers Pension Plan Board | 965 | $556.6K | 0.01% | +965 | New |
| Advisory Services Network, LLC | 994 | $558.1K | 0.01% | +105+11.8% | Added |
| Unique Wealth Strategies, LLC | 972 | $560.5K | 0.23% | −33−3.3% | Reduced |
| GWN Securities Inc. | 972 | $560.8K | 0.10% | −13,527−93.3% | Reduced |
| Summit Trail Advisors, LLC | 996 | $574.2K | 0.01% | −181−15.4% | Reduced |
| Evercore Wealth Management, LLC | 999 | $576.2K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $576.7K | 0.09% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,000 | $576.7K | 0.08% | +2+0.2% | Added |
| Birinyi Associates Inc | 1,000 | $577.0K | 0.17% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,002 | $577.9K | 0.02% | −257−20.4% | Reduced |
| Quarry LP | 1,008 | $581.4K | 0.13% | +73+7.8% | Added |
| Dana Investment Advisors, Inc. | 1,008 | $581.4K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,020 | $588.3K | 0.06% | +513+101.2% | Added |
| Resources Investment Advisors, LLC. | 1,023 | $589.8K | 0.01% | −21−2.0% | Reduced |
| Scientech Research LLC | 1,024 | $590.6K | 0.14% | +498+94.7% | Added |
| D.A. Davidson & Co. | 1,025 | $591.3K | 0.00% | +92+9.9% | Added |
| Birch Financial Group, LLC | 1,026 | $591.6K | 0.47% | −39−3.7% | Reduced |
| GAMMA Investing LLC | 1,026 | $591.7K | 0.04% | +132+14.8% | Added |
| Bradley Foster & Sargent Inc | 1,043 | $601.5K | 0.01% | +93+9.8% | Added |
| Integrated Advisors Network LLC | 1,051 | $606.2K | 0.03% | +183+21.1% | Added |
| Sivia Capital Partners, LLC | 1,052 | $606.8K | 0.21% | +182+20.9% | Added |
| Bryn Mawr Trust Co | 1,057 | $609.6K | 0.01% | +166+18.6% | Added |
| Stanley-Laman Group, Ltd. | 1,058 | $610.2K | 0.09% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,060 | $611.5K | 0.03% | +1,060 | New |
| Versor Investments LP | 1,067 | $615.4K | 0.11% | +587+122.3% | Added |
| Capstone Investment Advisors, LLC | 1,068 | $616.0K | 0.01% | +1,068 | New |
| Integrated Investment Consultants, LLC | 1,078 | $621.7K | 0.12% | −25−2.3% | Reduced |
| Steel Peak Wealth Management LLC | 1,080 | $622.9K | 0.02% | +1,080 | New |
| NBC Securities, Inc. | 1,081 | $623.0K | 0.05% | +7+0.7% | Added |
| Profund Advisors LLC | 1,086 | $626.3K | 0.02% | −23−2.1% | Reduced |
| Alken Asset Management Ltd. | 1,100 | $634.0K | 1.11% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,107 | $638.5K | 0.05% | +298+36.8% | Added |
| Wrapmanager Inc | 1,126 | $649.4K | 0.16% | −154−12.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,194 | $654.4K | 0.06% | −11−0.9% | Reduced |
| Pinnacle Associates Ltd | 1,136 | $655.2K | 0.01% | +64+6.0% | Added |
| Flputnam Investment Management Co | 1,146 | $660.9K | 0.01% | −1−0.1% | Reduced |
| Fox Run Management, L.L.C. | 1,156 | $666.7K | 0.11% | −514−30.8% | Reduced |
| Boreal Capital Management LLC | 1,157 | $667.3K | 0.55% | +1,157 | New |
| Wealthspire Advisors, LLC | 1,171 | $675.4K | 0.00% | +186+18.9% | Added |
| Tectonic Advisors LLC | 1,188 | $685.2K | 0.04% | −9−0.8% | Reduced |
| Blair William & Co | 1,192 | $687.4K | 0.00% | +197+19.8% | Added |
| Empirical Asset Management, LLC | 1,199 | $691.5K | 0.21% | +244+25.5% | Added |
| Diversify Advisory Services, LLC | 1,257 | $691.7K | 0.03% | +115+10.1% | Added |
| Graypoint LLC | 1,203 | $693.7K | 0.04% | +54+4.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,210 | $698.0K | 0.00% | −805−40.0% | Reduced |
| Avantax Advisory Services, Inc. | 1,223 | $705.4K | 0.00% | −868−41.5% | Reduced |
| HighPoint Advisor Group LLC | 1,230 | $709.4K | 0.04% | −39−3.1% | Reduced |
| Signaturefd, LLC | 1,244 | $717.6K | 0.01% | −17−1.3% | Reduced |
| Balyasny Asset Management LLC | 1,266 | $730.2K | 0.00% | −146,759−99.1% | Reduced |
| One Wealth Capital Management, LLC | 1,274 | $734.8K | 0.34% | +5+0.4% | Added |
| Gsa Capital Partners LLP | 1,276 | $736.0K | 0.05% | +22+1.8% | Added |
| Canada Post Corp Registered Pension Plan | 1,278 | $737.1K | 0.04% | −60−4.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,280 | $738.5K | 0.00% | −176−12.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,285 | $741.1K | 0.04% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,293 | $745.7K | 0.55% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,304 | $752.0K | 0.03% | −29−2.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,320 | $757.2K | 0.00% | −70−5.0% | Reduced |
| Cypress Asset Management Inc | 1,332 | $768.2K | 0.18% | +32+2.5% | Added |
| Signet Financial Management, LLC | 1,362 | $785.5K | 0.10% | +30+2.3% | Added |
| Mission Wealth Management, LP | 1,370 | $790.3K | 0.02% | −4−0.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,375 | $793.0K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,378 | $794.5K | 0.03% | +187+15.7% | Added |
| Wedmont Private Capital | 1,370 | $796.9K | 0.03% | −47−3.3% | Reduced |
| Navellier & Associates Inc | 1,399 | $806.9K | 0.10% | −12−0.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,403 | $809.3K | 0.20% | −100−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,405 | $810.2K | 0.04% | +792+129.2% | Added |
| Wetherby Asset Management Inc | 1,407 | $811.5K | 0.04% | +1,407 | New |
| Skopos Labs, Inc. | 1,413 | $814.4K | 0.11% | +710+101.0% | Added |
| NorthRock Partners, LLC | 1,417 | $817.2K | 0.02% | +551+63.6% | Added |
| Hohimer Wealth Management, LLC | 1,422 | $820.1K | 0.15% | +25+1.8% | Added |
| Three Seasons Wealth, LLC | 1,427 | $823.0K | 0.09% | −6−0.4% | Reduced |
| SBI Securities Co., Ltd. | 1,429 | $824.2K | 0.02% | −40−2.7% | Reduced |
| RB Capital Management, LLC | 1,444 | $833.0K | 0.19% | −31−2.1% | Reduced |
| BlueSpruce Investments, LP | 1,461 | $842.6K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,475 | $850.6K | 0.04% | +948+179.9% | Added |
| Malaga Cove Capital, LLC | 1,486 | $857.0K | 0.34% | +482+48.0% | Added |
| Centiva Capital, LP | 1,487 | $857.6K | 0.06% | −217−12.7% | Reduced |
| Coldstream Capital Management Inc | 1,498 | $863.9K | 0.01% | −16−1.1% | Reduced |
| Gries Financial LLC | 1,505 | $867.7K | 0.16% | +20+1.3% | Added |