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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,966 | $1.71M | 0.01% | −2,226−42.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 3,018 | $1.74M | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,029 | $1.75M | 0.02% | −231−7.1% | Reduced |
| Sora Investors LLC | 3,035 | $1.75M | 0.16% | +3,035 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,064 | $1.77M | 0.02% | +842+37.9% | Added |
| Essential Partners LLC | 3,107 | $1.79M | 0.72% | +3,107 | New |
| Tema ETFs LLC | 3,122 | $1.80M | 0.48% | +221+7.6% | Added |
| Katamaran Capital LLP | 3,131 | $1.81M | 1.76% | +3,131 | New |
| Trillium Asset Management, LLC | 3,156 | $1.82M | 0.05% | −1,367−30.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,160 | $1.82M | 0.02% | +1,358+75.4% | Added |
| Stephens Inc | 3,166 | $1.83M | 0.03% | +3+0.1% | Added |
| Eqis Capital Management, Inc. | 3,186 | $1.84M | 0.15% | −134−4.0% | Reduced |
| Janney Montgomery Scott LLC | 3,190 | $1.84M | 0.00% | −569−15.1% | Reduced |
| J. Safra Sarasin Holding AG | 3,243 | $1.87M | 0.03% | +1,624+100.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,249 | $1.87M | 0.01% | +81+2.6% | Added |
| Verdence Capital Advisors LLC | 3,265 | $1.88M | 0.13% | +64+2.0% | Added |
| Trivant Custom Portfolio Group, LLC | 3,279 | $1.89M | 1.04% | −48−1.4% | Reduced |
| SG Americas Securities, LLC | 3,285 | $1.90M | 0.01% | −49,099−93.7% | Reduced |
| Greenleaf Trust | 3,323 | $1.92M | 0.02% | −145−4.2% | Reduced |
| Pallas Capital Advisors LLC | 3,401 | $1.96M | 0.07% | −2,023−37.3% | Reduced |
| Bokf, NA | 3,439 | $1.98M | 0.03% | +58+1.7% | Added |
| Fisher Asset Management, LLC | 3,478 | $2.01M | 0.00% | −1,296−27.1% | Reduced |
| Atom Investors LP | 3,492 | $2.01M | 0.18% | +3,492 | New |
| Allspring Global Investments Holdings, LLC | 3,526 | $2.05M | 0.00% | −16−0.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 3,562 | $2.05M | 0.67% | +605+20.5% | Added |
| Delta Investment Management, LLC | 3,583 | $2.07M | 0.40% | −474−11.7% | Reduced |
| FORA Capital, LLC | 3,613 | $2.08M | 0.23% | +3,613 | New |
| Groupama Asset Managment | 3,627 | $2.09M | 0.03% | −500−12.1% | Reduced |
| Callan Family Office, LLC | 3,627 | $2.09M | 0.07% | +1,747+92.9% | Added |
| Maryland State Retirement & Pension System | 3,655 | $2.11M | 0.05% | +102+2.9% | Added |
| Canandaigua National Bank & Trust Co | 3,691 | $2.13M | 0.20% | −32−0.9% | Reduced |
| New Mexico Educational Retirement Board | 3,700 | $2.13M | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,703 | $2.14M | 0.04% | −1,798−32.7% | Reduced |
| Dynasty Wealth Management, LLC | 3,718 | $2.14M | 0.04% | −95−2.5% | Reduced |
| Change Path, LLC | 3,723 | $2.15M | 0.06% | −158−4.1% | Reduced |
| Shelton Capital Management | 3,731 | $2.15M | 0.05% | −13−0.3% | Reduced |
| LGT Fund Management Co Ltd. | 3,738 | $2.16M | 0.19% | −281−7.0% | Reduced |
| ING Groep NV | 3,742 | $2.16M | 0.01% | +259+7.4% | Added |
| Aurora Investment Managers, LLC. | 3,754 | $2.17M | 1.31% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,756 | $2.17M | 0.14% | +231+6.6% | Added |
| RSM US Wealth Management LLC | 3,788 | $2.18M | 0.03% | +877+30.1% | Added |
| GWM Advisors LLC | 3,832 | $2.21M | 0.01% | −406−9.6% | Reduced |
| Plato Investment Management Ltd | 3,880 | $2.23M | 0.17% | +2+0.1% | Added |
| Headlands Technologies LLC | 3,890 | $2.24M | 0.27% | +1,213+45.3% | Added |
| Grove Bank & Trust | 3,908 | $2.25M | 0.28% | −136−3.4% | Reduced |
| Fiduciary Trust Co | 3,965 | $2.29M | 0.03% | +390+10.9% | Added |
| MAI Capital Management | 3,981 | $2.30M | 0.02% | +198+5.2% | Added |
| Gulf International Bank (UK) Ltd | 3,991 | $2.30M | 0.08% | −587−12.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,050 | $2.34M | 0.19% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,089 | $2.36M | 0.03% | +221+5.7% | Added |
| Louisiana State Employees Retirement System | 4,100 | $2.36M | 0.04% | −100−2.4% | Reduced |
| Sumitomo Life Insurance Co | 4,124 | $2.38M | 0.16% | −184−4.3% | Reduced |
| Securian Asset Management, Inc | 4,130 | $2.38M | 0.07% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 4,150 | $2.39M | 1.35% | −2,524−37.8% | Reduced |
| Quest Partners LLC | 4,202 | $2.42M | 0.24% | −191−4.3% | Reduced |
| TownSquare Capital, LLC | 4,202 | $2.42M | 0.24% | −41,572−90.8% | Reduced |
| Toroso Investments, LLC | 4,230 | $2.44M | 0.02% | −37,379−89.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,255 | $2.45M | 0.60% | −396−8.5% | Reduced |
| US Bancorp | 4,261 | $2.46M | 0.00% | −336−7.3% | Reduced |
| MV Capital Management, Inc. | 4,265 | $2.46M | 0.25% | −101−2.3% | Reduced |
| Peak Financial Advisors LLC | 4,281 | $2.47M | 1.26% | −949−18.1% | Reduced |
| Gibbs Wealth Management | 4,357 | $2.51M | 0.48% | +755+21.0% | Added |
| Abn Amro Investment Solutions | 4,360 | $2.51M | 0.05% | −464−9.6% | Reduced |
| Oak Thistle LLC | 4,372 | $2.52M | 0.37% | +4,372 | New |
| Americana Partners, LLC | 4,376 | $2.52M | 0.09% | +926+26.8% | Added |
| Palumbo Wealth Management LLC | 4,384 | $2.53M | 0.78% | +123+2.9% | Added |
| Value Partners Investments Inc. | 4,402 | $2.53M | 0.20% | +252+6.1% | Added |
| Cornerstone Advisors, LLC | 4,400 | $2.54M | 0.09% | −500−10.2% | Reduced |
| Norden Group LLC | 4,422 | $2.55M | 0.28% | −67−1.5% | Reduced |
| Intech Investment Management LLC | 4,447 | $2.56M | 0.02% | −612−12.1% | Reduced |
| Delta Global Management LP | 4,475 | $2.58M | 0.17% | −58−1.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,482 | $2.58M | 0.04% | +772+20.8% | Added |
| Dark Forest Capital Management LP | 4,495 | $2.59M | 0.10% | +3,857+604.5% | Added |
| Kirtland Hills Capital Management, LLC | 4,525 | $2.61M | 1.21% | +287+6.8% | Added |
| Allianz SE | 4,575 | $2.64M | 0.06% | +500+12.3% | Added |
| Commonwealth Equity Services, LLC | 4,608 | $2.66M | 0.00% | −1,661−26.5% | Reduced |
| K.J. Harrison & Partners Inc | 4,614 | $2.66M | 0.44% | −300−6.1% | Reduced |
| Interval Partners, LP | 4,614 | $2.66M | 0.06% | +1,208+35.5% | Added |
| E. Ohman J:or Asset Management AB | 4,653 | $2.68M | 0.07% | +94+2.1% | Added |
| Hartford Investment Management Co | 4,670 | $2.69M | 0.09% | −69−1.5% | Reduced |
| Freedom Day Solutions, LLC | 4,681 | $2.70M | 0.80% | −98−2.1% | Reduced |
| Cinctive Capital Management LP | 4,817 | $2.78M | 0.16% | +3,923+438.8% | Added |
| Empowered Funds, LLC | 4,847 | $2.80M | 0.03% | +2,844+142.0% | Added |
| Scott Marsh Financial, LLC | 4,858 | $2.80M | 1.04% | +4,858 | New |
| Kentucky Retirement Systems | 4,870 | $2.81M | 0.08% | −319−6.1% | Reduced |
| GAM Holding AG | 4,872 | $2.81M | 0.20% | −427−8.1% | Reduced |
| Alamar Capital Management, LLC | 4,874 | $2.81M | 1.52% | −112−2.2% | Reduced |
| Accurate Wealth Management, LLC | 4,853 | $2.82M | 0.43% | +4,853 | New |
| Diversified Trust Co | 4,943 | $2.85M | 0.06% | +1,123+29.4% | Added |
| First Trust Advisors LP | 4,993 | $2.88M | 0.00% | −21,970−81.5% | Reduced |
| Tocqueville Asset Management L.P. | 5,081 | $2.93M | 0.04% | +5+0.1% | Added |
| CIBC World Markets Inc. | 5,152 | $2.97M | 0.01% | −4,381−46.0% | Reduced |
| Norinchukin Bank, The | 5,187 | $2.99M | 0.04% | +292+6.0% | Added |
| Nebula Research & Development LLC | 5,248 | $3.03M | 0.26% | +2,063+64.8% | Added |
| Mizuho Securities USA LLC | 5,340 | $3.08M | 0.07% | +5,340 | New |
| Candriam Luxembourg S.C.A. | 5,346 | $3.08M | 0.02% | −766−12.5% | Reduced |
| Machina Capital S.A.S. | 5,402 | $3.12M | 0.65% | +1,769+48.7% | Added |
| Avanza Fonder AB | 5,415 | $3.12M | 0.09% | −100−1.8% | Reduced |
| Meitav Dash Investments Ltd | 5,453 | $3.14M | 0.05% | +1,645+43.2% | Added |
| Evelyn Partners Investment Management LLP | 5,610 | $3.24M | 0.10% | −795−12.4% | Reduced |