Skip to main content

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.

Institutional holdersQ2 2025: 1,087 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ2 2025: $41.2B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2025.

Institutions holding MSCI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.212$122.3K0.00%+43+25.4%Added
Onefund, LLC206$119.0K0.09%+206New
Covestor Ltd195$113.0K0.07%−39−16.7%Reduced
Goldstream Capital Management Ltd195$112.5K0.05%00.0%Unchanged
Parkside Financial Bank & Trust182$105.0K0.01%00.0%Unchanged
Larson Financial Group LLC178$102.7K0.00%−34−16.0%Reduced
Umb Bank N A178$102.7K0.00%−79−30.7%Reduced
Dunhill Financial, LLC177$102.3K0.03%−1−0.6%Reduced
E Fund Management (Hong Kong) Co., Ltd.169$97.5K0.09%−23−12.0%Reduced
Golden State Wealth Management, LLC168$96.9K0.01%+146+663.6%Added
Opal Wealth Advisors, LLC165$95.2K0.03%+6+3.8%Added
Acima Private Wealth, LLC153$88.2K0.03%00.0%Unchanged
Osterweis Capital Management Inc153$88.2K0.00%+153New
Goodman Advisory Group, LLC149$85.9K0.03%+149New
Center for Financial Planning, Inc.145$83.6K0.01%00.0%Unchanged
Intact Investment Management Inc.138$79.6K0.00%+19+16.0%Added
TD Private Client Wealth LLC134$77.3K0.00%−1,334−90.9%Reduced
Global Retirement Partners, LLC128$73.9K0.00%+128New
Private Trust Co NA128$73.8K0.01%00.0%Unchanged
Sunbelt Securities, Inc.123$73.8K0.01%−19−13.4%Reduced
Pin Oak Investment Advisors Inc130$73.0K0.06%00.0%Unchanged
Bank of Jackson Hole Trust119$68.6K0.04%+95+395.8%Added
Whipplewood Advisors, LLC113$65.2K0.04%−33−22.6%Reduced
State of Wyoming113$65.2K0.01%+113New
Cary Street Partners Financial LLC112$64.6K0.00%−3−2.6%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$63.4K0.02%00.0%Unchanged
LRI Investments, LLC108$62.2K0.01%+6+5.9%Added
Generali Investments, Management Co LLC107$61.6K0.01%+107New
Mount Yale Investment Advisors, LLC105$60.6K0.00%+105New
Financial Network Wealth Advisors LLC102$58.8K0.07%+1+1.0%Added
WPG Advisers, LLC102$58.8K0.05%−8−7.3%Reduced
Pension & Wealth Management Advisors, Inc.99$57.1K0.02%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.97$56.0K0.00%+31+47.0%Added
Rakuten Securities, Inc.95$54.8K0.02%+1+1.1%Added
Central Pacific Bank - Trust Division91$52.5K0.01%+3+3.4%Added
Geneos Wealth Management Inc.91$52.5K0.00%+4+4.6%Added
Vega Investment Solutions89$51.3K0.01%−97−52.2%Reduced
First United Bank Trust84$48.4K0.02%00.0%Unchanged
GW&K Investment Management, LLC84$48.0K0.00%00.0%Unchanged
Ridgewood Investments LLC82$47.3K0.02%00.0%Unchanged
Versant Capital Management, Inc81$46.7K0.01%−8−9.0%Reduced
Plante Moran Financial Advisors, LLC80$46.1K0.00%00.0%Unchanged
Arlington Trust Co LLC80$46.1K0.01%00.0%Unchanged
Hemington Wealth Management73$42.0K0.01%+8+12.3%Added
Optiver Holding B.V.70$40.4K0.00%+22+45.8%Added
Compagnie Lombard Odier SCmA69$39.8K0.00%00.0%Unchanged
Spire Wealth Management66$38.1K0.00%−488−88.1%Reduced
Rothschild Investment LLC62$35.8K0.00%−2−3.1%Reduced
Strategic Wealth Designers62$35.8K0.05%+62New
Farmers & Merchants Investments Inc61$35.2K0.00%00.0%Unchanged
Meeder Asset Management Inc61$35.2K0.00%+9+17.3%Added
Stephenson National Bank & Trust60$34.6K0.01%+60New
JFS Wealth Advisors, LLC58$33.5K0.00%−3−4.9%Reduced
Trust Co of Vermont58$33.5K0.00%00.0%Unchanged
Clear Street Markets LLC52$30.0K0.01%+52New
Rise Advisors, LLC47$26.9K0.01%−3−6.0%Reduced
Johnson Financial Group, Inc.42$24.2K0.00%−11−20.8%Reduced
Clal Insurance Enterprises Holdings Ltd42$24.0K0.00%+42New
GFG Capital, LLC40$23.1K0.01%+40New
Financial Management Professionals, Inc.39$22.5K0.00%+5+14.7%Added
Princeton Global Asset Management LLC38$22.0K0.00%+12+46.2%Added
Trust Co of Toledo NA38$21.9K0.00%+38New
Rational Advisors LLC36$20.8K0.00%+36New
Westside Investment Management, Inc.34$19.8K0.00%+34New
Rialto Wealth Management, LLC34$19.6K0.01%+2+6.3%Added
NewSquare Capital LLC34$19.6K0.00%+2+6.3%Added
CoreCap Advisors, LLC34$19.6K0.00%+10+41.7%Added
Bell Investment Advisors, Inc33$19.0K0.00%−4−10.8%Reduced
South State Corp.32$18.5K0.00%−6−15.8%Reduced
TCTC Holdings, LLC32$18.5K0.00%00.0%Unchanged
MTM Investment Management, LLC32$18.5K0.01%+32New
Spurstone Advisory Services, LLC32$18.5K0.28%+32New
GPS Wealth Strategies Group, LLC31$17.6K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC30$17.3K0.00%−2−6.3%Reduced
Anchor Investment Management, LLC29$16.7K0.00%+4+16.0%Added
Cornerstone Planning Group LLC29$16.2K0.00%+1+3.6%Added
Manchester Capital Management LLC28$16.1K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC26$15.0K0.01%00.0%Unchanged
Park Place Capital Corp25$14.5K0.00%+8+47.1%Added
AdvisorNet Financial, Inc25$14.4K0.00%−8−24.2%Reduced
Atlantic Trust, LLC25$14.4K0.00%+25New
Sierra Ocean, LLC24$13.9K0.01%−2−7.7%Reduced
TD Capital Management LLC24$13.8K0.00%+23+2,300.0%Added
Asset Dedication, LLC24$13.8K0.00%00.0%Unchanged
Battery Global Advisors, LLC21$12.3K0.01%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.21$12.1K0.01%+7+50.0%Added
Twin Peaks Wealth Advisors, LLC22$12.1K0.00%+22New
Bogart Wealth, LLC20$11.6K0.00%+14+233.3%Added
Private Wealth Management Group, LLC20$11.5K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC20$11.5K0.00%+20New
Global X Japan Co., Ltd.20$11.5K0.00%+20New
Key Financial Inc19$11.0K0.00%00.0%Unchanged
Banque Transatlantique SA18$10.4K0.00%00.0%Unchanged
Avion Wealth19$10.0K0.00%+5+35.7%Added
Colonial Trust Co16$9.50K0.00%−17−51.5%Reduced
Howard Hughes Medical Institute16$9.23K0.00%+16New
Salem Investment Counselors Inc15$8.65K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$8.65K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.14$8.19K0.01%00.0%Unchanged
Truvestments Capital LLC14$8.07K0.00%00.0%Unchanged