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 |
|---|---|---|---|---|---|
| Texas Capital Bancshares Inc | 1,520 | $876.6K | 0.32% | −28−1.8% | Reduced |
| WSFS Capital Management, LLC | 1,524 | $879.0K | 0.05% | +17+1.1% | Added |
| Intellectus Partners, LLC | 1,545 | $891.2K | 0.19% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,550 | $893.9K | 0.16% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,560 | $899.7K | 0.05% | +48+3.2% | Added |
| Eleva Capital SAS | 1,565 | $902.6K | 0.19% | +1,565 | New |
| Meeder Advisory Services, Inc. | 1,587 | $915.5K | 0.05% | −59−3.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,596 | $920.5K | 0.00% | +1,596 | New |
| Benin Management CORP | 1,598 | $921.6K | 0.24% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,600 | $922.8K | 0.16% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,607 | $926.3K | 0.01% | +1,607 | New |
| Diversify Wealth Management, LLC | 1,685 | $926.8K | 0.06% | −148−8.1% | Reduced |
| Guggenheim Capital LLC | 1,610 | $928.6K | 0.01% | −35−2.1% | Reduced |
| Park Avenue Securities LLC | 1,619 | $934.0K | 0.01% | +1,619 | New |
| Wallace Advisory Group, LLC | 1,667 | $942.7K | 0.68% | +55+3.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 1,635 | $943.0K | 0.71% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,647 | $950.0K | 0.00% | +4+0.2% | Added |
| Vestcor Inc | 1,656 | $955.0K | 0.03% | +221+15.4% | Added |
| Tudor Investment Corp Et Al | 1,663 | $959.1K | 0.01% | −24,468−93.6% | Reduced |
| Ballentine Partners, LLC | 1,680 | $968.9K | 0.01% | −78−4.4% | Reduced |
| Stableford Capital II LLC | 1,777 | $970.8K | 0.37% | +1,777 | New |
| LVW Advisors, LLC | 1,691 | $975.3K | 0.11% | +128+8.2% | Added |
| Gen-Wealth Partners Inc | 1,700 | $980.3K | 0.38% | +172+11.3% | Added |
| Exchange Traded Concepts, LLC | 1,700 | $980.5K | 0.01% | +859+102.1% | Added |
| Crossmark Global Holdings, Inc. | 1,707 | $984.5K | 0.02% | −701−29.1% | Reduced |
| MUFG Securities Americas Inc. | 1,715 | $989.1K | 0.08% | +340+24.7% | Added |
| Institute for Wealth Management, LLC. | 1,724 | $994.4K | 0.11% | −53−3.0% | Reduced |
| Harbor Capital Advisors, Inc. | 1,750 | $1.01M | 0.04% | −12−0.7% | Reduced |
| Montag A & Associates Inc | 1,779 | $1.03M | 0.05% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,793 | $1.03M | 0.26% | +20+1.1% | Added |
| Ostrum Asset Management | 1,795 | $1.04M | 0.05% | −2,261−55.7% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.04M | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,819 | $1.05M | 0.01% | −461−20.2% | Reduced |
| HB Wealth Management, LLC | 1,826 | $1.05M | 0.01% | +304+20.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,842 | $1.06M | 0.01% | +1,168+173.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,855 | $1.07M | 0.16% | +1+0.1% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.09M | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,887 | $1.09M | 0.03% | −425−18.4% | Reduced |
| R Squared Ltd | 1,888 | $1.09M | 0.60% | +218+13.1% | Added |
| Annandale Capital, LLC | 1,900 | $1.10M | 0.20% | +1,900 | New |
| Toth Financial Advisory Corp | 1,918 | $1.11M | 0.13% | +198+11.5% | Added |
| MML Investors Services, LLC | 1,931 | $1.11M | 0.00% | −2,968−60.6% | Reduced |
| Principal Securities, Inc. | 1,937 | $1.12M | 0.02% | −41−2.1% | Reduced |
| Frank, Rimerman Advisors LLC | 1,944 | $1.12M | 0.08% | −103−5.0% | Reduced |
| Winton Group Ltd | 1,973 | $1.14M | 0.06% | +1,973 | New |
| Citizens Financial Group Inc | 1,976 | $1.14M | 0.02% | +45+2.3% | Added |
| Fulcrum Asset Management LLP | 1,978 | $1.14M | 0.33% | +1,978 | New |
| Keybank National Association | 1,980 | $1.14M | 0.00% | −170−7.9% | Reduced |
| Assetmark, Inc | 2,006 | $1.16M | 0.00% | −2,282−53.2% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,008 | $1.16M | 0.04% | −120−5.6% | Reduced |
| Transcend Wealth Collective, LLC | 2,011 | $1.16M | 0.09% | +577+40.2% | Added |
| Kestra Investment Management, LLC | 2,044 | $1.17M | 0.02% | +906+79.6% | Added |
| Creekmur Asset Management LLC | 2,047 | $1.18M | 0.21% | +587+40.2% | Added |
| Figure 8 Investment Strategies LLC | 2,050 | $1.18M | 1.16% | −26−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,067 | $1.19M | 0.08% | −143−6.5% | Reduced |
| Generali Asset Management SPA SGR | 2,077 | $1.20M | 0.03% | −1,017−32.9% | Reduced |
| Quadrant Capital Group LLC | 2,079 | $1.20M | 0.04% | +793+61.7% | Added |
| King Luther Capital Management Corp | 2,084 | $1.20M | 0.01% | +3+0.1% | Added |
| Davidson Kahn Capital Management, LLC | 2,101 | $1.21M | 0.78% | +97+4.8% | Added |
| ProVise Management Group, LLC | 2,139 | $1.23M | 0.10% | −10−0.5% | Reduced |
| Equitable Holdings, Inc. | 2,140 | $1.23M | 0.01% | +347+19.4% | Added |
| Personal Cfo Solutions, LLC | 2,153 | $1.24M | 0.23% | −14−0.6% | Reduced |
| NewEdge Wealth, LLC | 2,339 | $1.28M | 0.02% | −119−4.8% | Reduced |
| AE Wealth Management LLC | 2,213 | $1.28M | 0.01% | −201−8.3% | Reduced |
| EP Wealth Advisors, LLC | 2,230 | $1.29M | 0.01% | −5−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 2,298 | $1.33M | 0.10% | +1,774+338.5% | Added |
| Numerai GP LLC | 2,300 | $1.33M | 0.19% | +1,163+102.3% | Added |
| Buckingham Strategic Partners | 2,318 | $1.34M | 0.02% | +170+7.9% | Added |
| Capital Investment Advisory Services, LLC | 2,322 | $1.34M | 0.11% | +10+0.4% | Added |
| NFJ Investment Group, LLC | 2,338 | $1.35M | 0.05% | −50,755−95.6% | Reduced |
| Horizon Investments, LLC | 2,358 | $1.36M | 0.02% | +1,001+73.8% | Added |
| Cornercap Investment Counsel Inc | 2,375 | $1.37M | 0.71% | −54−2.2% | Reduced |
| Brighton Jones LLC | 2,392 | $1.38M | 0.04% | +1,917+403.6% | Added |
| Bennett Selby Investments LP | 2,394 | $1.38M | 0.49% | +12+0.5% | Added |
| BDF-Gestion | 2,405 | $1.39M | 0.16% | −263−9.9% | Reduced |
| NVWM, LLC | 2,409 | $1.39M | 0.34% | +637+35.9% | Added |
| Inceptionr LLC | 2,423 | $1.40M | 0.32% | +2,423 | New |
| Midwest Trust Co | 2,456 | $1.42M | 0.02% | +2,456 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,468 | $1.42M | 0.02% | −2−0.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 2,475 | $1.43M | 2.16% | +2,378+2,451.5% | Added |
| Lincoln Capital LLC | 2,507 | $1.45M | 0.28% | 00.0% | Unchanged |
| SRN Advisors, LLC | 2,528 | $1.46M | 1.33% | +87+3.6% | Added |
| Gotham Asset Management, LLC | 2,529 | $1.46M | 0.01% | +1,471+139.0% | Added |
| Fairbanks Capital Management, Inc. | 2,532 | $1.46M | 0.83% | +160+6.7% | Added |
| CenterBook Partners LP | 2,548 | $1.47M | 0.08% | +1,891+287.8% | Added |
| QRG Capital Management, Inc. | 2,558 | $1.48M | 0.01% | −276−9.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,560 | $1.48M | 0.01% | +110+4.5% | Added |
| Banco Santander, S.A. | 2,603 | $1.50M | 0.01% | +2,603 | New |
| Dakota Wealth Management | 2,641 | $1.52M | 0.03% | −948−26.4% | Reduced |
| City Holding Co | 2,665 | $1.54M | 0.20% | −98−3.5% | Reduced |
| Achmea Investment Management B.V. | 2,683 | $1.55M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,697 | $1.56M | 0.04% | −58−2.1% | Reduced |
| Cabot Wealth Management Inc | 2,709 | $1.56M | 0.19% | +2,709 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,734 | $1.57M | 0.01% | −1,302−32.3% | Reduced |
| Empirical Finance, LLC | 2,772 | $1.60M | 0.08% | +20+0.7% | Added |
| Metis Global Partners, LLC | 2,778 | $1.60M | 0.04% | −376−11.9% | Reduced |
| IFP Advisors, Inc | 2,785 | $1.61M | 0.05% | +588+26.8% | Added |
| Omers Administration Corp | 2,831 | $1.63M | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,885 | $1.66M | 0.01% | +175+6.5% | Added |
| Lido Advisors, LLC | 2,937 | $1.69M | 0.01% | +1,667+131.3% | Added |