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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 5,611 | $3.24M | 0.02% | +30+0.5% | Added |
| BNP Paribas | 5,983 | $3.45M | 0.11% | −7,432−55.4% | Reduced |
| Davenport & Co LLC | 6,038 | $3.48M | 0.02% | −473−7.3% | Reduced |
| PFG Advisors | 6,080 | $3.51M | 0.17% | +1,428+30.7% | Added |
| Teachers Retirement System of the State of Kentucky | 6,129 | $3.54M | 0.03% | +67+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,150 | $3.55M | 0.03% | −50−0.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,210 | $3.58M | 0.46% | −9,520−60.5% | Reduced |
| TrimTabs Asset Management, LLC | 6,289 | $3.63M | 0.51% | +6,289 | New |
| Icon Wealth Advisors, LLC | 6,294 | $3.63M | 0.26% | −9−0.1% | Reduced |
| Pacer Advisors, Inc. | 6,387 | $3.68M | 0.01% | −710−10.0% | Reduced |
| Advisors Asset Management, Inc. | 6,413 | $3.70M | 0.07% | +65+1.0% | Added |
| Perbak Capital Partners LLP | 6,422 | $3.70M | 0.84% | +5,535+624.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,592 | $3.80M | 0.09% | +4,355+194.7% | Added |
| Tsai Capital Corp | 6,596 | $3.80M | 2.79% | −24−0.4% | Reduced |
| Knollwood Investment Advisory, LLC | 6,597 | $3.80M | 0.37% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,607 | $3.81M | 0.03% | −100−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,697 | $3.86M | 0.00% | +1,030+18.2% | Added |
| Oregon Public Employees Retirement Fund | 6,718 | $3.87M | 0.07% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 7,345 | $3.90M | 0.83% | +431+6.2% | Added |
| XTX Topco Ltd | 6,842 | $3.95M | 0.16% | +6,391+1,417.1% | Added |
| Wealthfront Advisers LLC | 6,848 | $3.95M | 0.01% | +641+10.3% | Added |
| Vanderbilt University | 6,940 | $4.00M | 0.76% | +326+4.9% | Added |
| Logan Capital Management Inc | 6,942 | $4.00M | 0.19% | −1,730−19.9% | Reduced |
| Cetera Investment Advisers | 6,954 | $4.01M | 0.01% | −1,160−14.3% | Reduced |
| Cumberland Partners Ltd | 7,000 | $4.04M | 0.28% | +1,250+21.7% | Added |
| Bulltick Wealth Management, LLC | 7,020 | $4.05M | 1.00% | 00.0% | Unchanged |
| Ethic Inc. | 7,183 | $4.14M | 0.07% | −358−4.7% | Reduced |
| Lazard Asset Management LLC | 7,185 | $4.14M | 0.01% | −221−3.0% | Reduced |
| Portside Wealth Group, LLC | 7,185 | $4.14M | 0.61% | −15−0.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,305 | $4.21M | 1.91% | −1,063−12.7% | Reduced |
| Alps Advisors Inc | 7,377 | $4.25M | 0.02% | −36−0.5% | Reduced |
| Merit Financial Group, LLC | 7,456 | $4.30M | 0.05% | +155+2.1% | Added |
| CWM Advisors, LLC | 7,457 | $4.30M | 0.47% | −138−1.8% | Reduced |
| Roundview Capital LLC | 7,566 | $4.36M | 0.29% | +88+1.2% | Added |
| Fred Alger Management, LLC | 7,662 | $4.42M | 0.02% | +1,430+22.9% | Added |
| Jones Financial Companies LLLP | 7,762 | $4.47M | 0.00% | +2,249+40.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,475 | $4.49M | 0.03% | +4,183+127.1% | Added |
| Alberta Investment Management Corp | 7,800 | $4.50M | 0.04% | −200−2.5% | Reduced |
| Swiss Life Asset Management Ltd | 7,801 | $4.50M | 0.03% | +1,279+19.6% | Added |
| Vident Advisory, LLC | 7,851 | $4.53M | 0.05% | +598+8.2% | Added |
| AXA S.A. | 7,867 | $4.54M | 0.01% | −22,570−74.2% | Reduced |
| Voleon Capital Management LP | 7,899 | $4.56M | 0.25% | +4,523+134.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 7,917 | $4.57M | 0.79% | +287+3.8% | Added |
| Clear Harbor Asset Management, LLC | 7,934 | $4.58M | 0.34% | +10.0% | Added |
| First Foundation Advisors | 7,998 | $4.61M | 0.17% | +44+0.6% | Added |
| iA Global Asset Management Inc. | 8,163 | $4.71M | 0.07% | +780+10.6% | Added |
| Advisor Group Holdings, Inc. | 8,191 | $4.72M | 0.01% | +4,654+131.6% | Added |
| Woodline Partners LP | 8,369 | $4.83M | 0.03% | +1,784+27.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,565 | $4.94M | 0.01% | −80−0.9% | Reduced |
| Modera Wealth Management, LLC | 8,635 | $4.98M | 0.06% | +11+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,882 | $5.12M | 0.02% | +809+10.0% | Added |
| Campbell & CO Investment Adviser LLC | 9,100 | $5.25M | 0.33% | +9,100 | New |
| Yousif Capital Management, LLC | 9,101 | $5.25M | 0.06% | −98−1.1% | Reduced |
| Verition Fund Management LLC | 9,137 | $5.27M | 0.03% | −7,274−44.3% | Reduced |
| La Banque Postale Asset Management SA | 9,147 | $5.28M | 0.07% | −1,529−14.3% | Reduced |
| Graham Capital Management, L.P. | 9,161 | $5.28M | 0.16% | −704−7.1% | Reduced |
| Janus Henderson Group PLC | 9,185 | $5.29M | 0.00% | −297−3.1% | Reduced |
| FourThought Financial Partners, LLC | 9,191 | $5.30M | 0.52% | +637+7.4% | Added |
| Fortis Capital Management LLC | 9,321 | $5.38M | 0.84% | +682+7.9% | Added |
| LGT Group Foundation | 9,401 | $5.42M | 0.07% | −161−1.7% | Reduced |
| Mercer Global Advisors Inc | 9,494 | $5.48M | 0.01% | +4,372+85.4% | Added |
| Donaldson Capital Management, LLC | 9,567 | $5.52M | 0.20% | −421−4.2% | Reduced |
| Westpac Banking Corp | 9,595 | $5.53M | 0.37% | +9,040+1,628.8% | Added |
| Nissay Asset Management Corp | 9,625 | $5.55M | 0.03% | −74−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 9,680 | $5.58M | 0.07% | −3,899−28.7% | Reduced |
| Mutual of America Capital Management LLC | 9,718 | $5.60M | 0.06% | +687+7.6% | Added |
| CIBC World Markets Corp | 9,749 | $5.62M | 0.04% | +349+3.7% | Added |
| Groupe la Francaise | 9,817 | $5.64M | 0.09% | +1,381+16.4% | Added |
| JustInvest LLC | 9,799 | $5.65M | 0.06% | +223+2.3% | Added |
| Evoke Wealth, LLC | 9,861 | $5.69M | 0.13% | −256−2.5% | Reduced |
| M&T Bank Corp | 9,907 | $5.71M | 0.02% | −1,707−14.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,965 | $5.86M | 0.01% | −3,797−27.6% | Reduced |
| Jain Global LLC | 10,211 | $5.89M | 0.09% | +10,211 | New |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.55% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,384 | $5.99M | 0.05% | −1,063−9.3% | Reduced |
| New York Life Investment Management LLC | 10,502 | $6.06M | 0.06% | +138+1.3% | Added |
| Advisors Capital Management, LLC | 10,581 | $6.10M | 0.08% | +147+1.4% | Added |
| Marsico Capital Management LLC | 10,594 | $6.11M | 0.17% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10,772 | $6.21M | 0.06% | +211+2.0% | Added |
| CWM, LLC | 10,809 | $6.23M | 0.02% | −3,698−25.5% | Reduced |
| Yacktman Asset Management LP | 10,900 | $6.29M | 0.08% | +3,790+53.3% | Added |
| Bell Asset Management Ltd | 10,911 | $6.29M | 1.39% | +897+9.0% | Added |
| Jensen Investment Management Inc | 11,050 | $6.37M | 0.07% | +1,810+19.6% | Added |
| State of Alaska, Department of Revenue | 11,265 | $6.50M | 0.07% | −410−3.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,448 | $6.60M | 0.06% | +335+3.0% | Added |
| KBC Group NV | 11,508 | $6.64M | 0.02% | −540−4.5% | Reduced |
| Pathstone Holdings, LLC | 11,512 | $6.64M | 0.03% | −2,959−20.4% | Reduced |
| Heron Bay Capital Management | 11,638 | $6.71M | 1.32% | +28+0.2% | Added |
| AMG National Trust Bank | 11,771 | $6.79M | 0.18% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,011 | $6.93M | 0.03% | +4,668+63.6% | Added |
| Boston Trust Walden Corp | 12,097 | $6.98M | 0.05% | +12,097 | New |
| British Columbia Investment Management Corp | 12,209 | $7.04M | 0.04% | −2,779−18.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 12,375 | $7.14M | 1.32% | −2,905−19.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,410 | $7.16M | 0.07% | +1,500+13.7% | Added |
| Middleton & Co Inc | 12,435 | $7.17M | 0.81% | +89+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 12,461 | $7.19M | 0.11% | +179+1.5% | Added |
| Utah Retirement Systems | 12,511 | $7.22M | 0.08% | −99−0.8% | Reduced |
| Truist Financial Corp | 12,573 | $7.25M | 0.01% | −1,202−8.7% | Reduced |
| CIBC Asset Management Inc | 12,742 | $7.35M | 0.02% | −883−6.5% | Reduced |
| Montanaro Asset Management Ltd | 12,750 | $7.35M | 1.90% | +750+6.3% | Added |