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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 11,512 | $6.64M | 0.03% | −2,959−20.4% | Reduced |
| KBC Group NV | 11,508 | $6.64M | 0.02% | −540−4.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,448 | $6.60M | 0.06% | +335+3.0% | Added |
| State of Alaska, Department of Revenue | 11,265 | $6.50M | 0.07% | −410−3.5% | Reduced |
| Jensen Investment Management Inc | 11,050 | $6.37M | 0.07% | +1,810+19.6% | Added |
| Bell Asset Management Ltd | 10,911 | $6.29M | 1.39% | +897+9.0% | Added |
| Yacktman Asset Management LP | 10,900 | $6.29M | 0.08% | +3,790+53.3% | Added |
| CWM, LLC | 10,809 | $6.23M | 0.02% | −3,698−25.5% | Reduced |
| Congress Wealth Management LLC | 10,772 | $6.21M | 0.06% | +211+2.0% | Added |
| Marsico Capital Management LLC | 10,594 | $6.11M | 0.17% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 10,581 | $6.10M | 0.08% | +147+1.4% | Added |
| New York Life Investment Management LLC | 10,502 | $6.06M | 0.06% | +138+1.3% | Added |
| Brinker Capital Investments, LLC | 10,384 | $5.99M | 0.05% | −1,063−9.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.55% | 00.0% | Unchanged |
| Jain Global LLC | 10,211 | $5.89M | 0.09% | +10,211 | New |
| Wealth Enhancement Advisory Services, LLC | 9,965 | $5.86M | 0.01% | −3,797−27.6% | Reduced |
| M&T Bank Corp | 9,907 | $5.71M | 0.02% | −1,707−14.7% | Reduced |
| Evoke Wealth, LLC | 9,861 | $5.69M | 0.13% | −256−2.5% | Reduced |
| JustInvest LLC | 9,799 | $5.65M | 0.06% | +223+2.3% | Added |
| Groupe la Francaise | 9,817 | $5.64M | 0.09% | +1,381+16.4% | Added |
| CIBC World Markets Corp | 9,749 | $5.62M | 0.04% | +349+3.7% | Added |
| Mutual of America Capital Management LLC | 9,718 | $5.60M | 0.06% | +687+7.6% | Added |
| ExodusPoint Capital Management, LP | 9,680 | $5.58M | 0.07% | −3,899−28.7% | Reduced |
| Nissay Asset Management Corp | 9,625 | $5.55M | 0.03% | −74−0.8% | Reduced |
| Westpac Banking Corp | 9,595 | $5.53M | 0.37% | +9,040+1,628.8% | Added |
| Donaldson Capital Management, LLC | 9,567 | $5.52M | 0.20% | −421−4.2% | Reduced |
| Mercer Global Advisors Inc | 9,494 | $5.48M | 0.01% | +4,372+85.4% | Added |
| LGT Group Foundation | 9,401 | $5.42M | 0.07% | −161−1.7% | Reduced |
| Fortis Capital Management LLC | 9,321 | $5.38M | 0.84% | +682+7.9% | Added |
| FourThought Financial Partners, LLC | 9,191 | $5.30M | 0.52% | +637+7.4% | Added |
| Janus Henderson Group PLC | 9,185 | $5.29M | 0.00% | −297−3.1% | Reduced |
| Graham Capital Management, L.P. | 9,161 | $5.28M | 0.16% | −704−7.1% | Reduced |
| La Banque Postale Asset Management SA | 9,147 | $5.28M | 0.07% | −1,529−14.3% | Reduced |
| Verition Fund Management LLC | 9,137 | $5.27M | 0.03% | −7,274−44.3% | Reduced |
| Yousif Capital Management, LLC | 9,101 | $5.25M | 0.06% | −98−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,100 | $5.25M | 0.33% | +9,100 | New |
| Mirae Asset Global Investments Co., Ltd. | 8,882 | $5.12M | 0.02% | +809+10.0% | Added |
| Modera Wealth Management, LLC | 8,635 | $4.98M | 0.06% | +11+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,565 | $4.94M | 0.01% | −80−0.9% | Reduced |
| Woodline Partners LP | 8,369 | $4.83M | 0.03% | +1,784+27.1% | Added |
| Advisor Group Holdings, Inc. | 8,191 | $4.72M | 0.01% | +4,654+131.6% | Added |
| iA Global Asset Management Inc. | 8,163 | $4.71M | 0.07% | +780+10.6% | Added |
| First Foundation Advisors | 7,998 | $4.61M | 0.17% | +44+0.6% | Added |
| Clear Harbor Asset Management, LLC | 7,934 | $4.58M | 0.34% | +10.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 7,917 | $4.57M | 0.79% | +287+3.8% | Added |
| Voleon Capital Management LP | 7,899 | $4.56M | 0.25% | +4,523+134.0% | Added |
| AXA S.A. | 7,867 | $4.54M | 0.01% | −22,570−74.2% | Reduced |
| Vident Advisory, LLC | 7,851 | $4.53M | 0.05% | +598+8.2% | Added |
| Swiss Life Asset Management Ltd | 7,801 | $4.50M | 0.03% | +1,279+19.6% | Added |
| Alberta Investment Management Corp | 7,800 | $4.50M | 0.04% | −200−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,475 | $4.49M | 0.03% | +4,183+127.1% | Added |
| Jones Financial Companies LLLP | 7,762 | $4.47M | 0.00% | +2,249+40.8% | Added |
| Fred Alger Management, LLC | 7,662 | $4.42M | 0.02% | +1,430+22.9% | Added |
| Roundview Capital LLC | 7,566 | $4.36M | 0.29% | +88+1.2% | Added |
| CWM Advisors, LLC | 7,457 | $4.30M | 0.47% | −138−1.8% | Reduced |
| Merit Financial Group, LLC | 7,456 | $4.30M | 0.05% | +155+2.1% | Added |
| Alps Advisors Inc | 7,377 | $4.25M | 0.02% | −36−0.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,305 | $4.21M | 1.91% | −1,063−12.7% | Reduced |
| Portside Wealth Group, LLC | 7,185 | $4.14M | 0.61% | −15−0.2% | Reduced |
| Lazard Asset Management LLC | 7,185 | $4.14M | 0.01% | −221−3.0% | Reduced |
| Ethic Inc. | 7,183 | $4.14M | 0.07% | −358−4.7% | Reduced |
| Bulltick Wealth Management, LLC | 7,020 | $4.05M | 1.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 7,000 | $4.04M | 0.28% | +1,250+21.7% | Added |
| Cetera Investment Advisers | 6,954 | $4.01M | 0.01% | −1,160−14.3% | Reduced |
| Logan Capital Management Inc | 6,942 | $4.00M | 0.19% | −1,730−19.9% | Reduced |
| Vanderbilt University | 6,940 | $4.00M | 0.76% | +326+4.9% | Added |
| Wealthfront Advisers LLC | 6,848 | $3.95M | 0.01% | +641+10.3% | Added |
| XTX Topco Ltd | 6,842 | $3.95M | 0.16% | +6,391+1,417.1% | Added |
| Dash Acquisitions Inc. | 7,345 | $3.90M | 0.83% | +431+6.2% | Added |
| Oregon Public Employees Retirement Fund | 6,718 | $3.87M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,697 | $3.86M | 0.00% | +1,030+18.2% | Added |
| UniSuper Management Pty Ltd | 6,607 | $3.81M | 0.03% | −100−1.5% | Reduced |
| Knollwood Investment Advisory, LLC | 6,597 | $3.80M | 0.37% | 00.0% | Unchanged |
| Tsai Capital Corp | 6,596 | $3.80M | 2.79% | −24−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,592 | $3.80M | 0.09% | +4,355+194.7% | Added |
| Perbak Capital Partners LLP | 6,422 | $3.70M | 0.84% | +5,535+624.0% | Added |
| Advisors Asset Management, Inc. | 6,413 | $3.70M | 0.07% | +65+1.0% | Added |
| Pacer Advisors, Inc. | 6,387 | $3.68M | 0.01% | −710−10.0% | Reduced |
| Icon Wealth Advisors, LLC | 6,294 | $3.63M | 0.26% | −9−0.1% | Reduced |
| TrimTabs Asset Management, LLC | 6,289 | $3.63M | 0.51% | +6,289 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,210 | $3.58M | 0.46% | −9,520−60.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,150 | $3.55M | 0.03% | −50−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,129 | $3.54M | 0.03% | +67+1.1% | Added |
| PFG Advisors | 6,080 | $3.51M | 0.17% | +1,428+30.7% | Added |
| Davenport & Co LLC | 6,038 | $3.48M | 0.02% | −473−7.3% | Reduced |
| BNP Paribas | 5,983 | $3.45M | 0.11% | −7,432−55.4% | Reduced |
| Sanctuary Advisors, LLC | 5,611 | $3.24M | 0.02% | +30+0.5% | Added |
| Evelyn Partners Investment Management LLP | 5,610 | $3.24M | 0.10% | −795−12.4% | Reduced |
| Meitav Dash Investments Ltd | 5,453 | $3.14M | 0.05% | +1,645+43.2% | Added |
| Avanza Fonder AB | 5,415 | $3.12M | 0.09% | −100−1.8% | Reduced |
| Machina Capital S.A.S. | 5,402 | $3.12M | 0.65% | +1,769+48.7% | Added |
| Candriam Luxembourg S.C.A. | 5,346 | $3.08M | 0.02% | −766−12.5% | Reduced |
| Mizuho Securities USA LLC | 5,340 | $3.08M | 0.07% | +5,340 | New |
| Nebula Research & Development LLC | 5,248 | $3.03M | 0.26% | +2,063+64.8% | Added |
| Norinchukin Bank, The | 5,187 | $2.99M | 0.04% | +292+6.0% | Added |
| CIBC World Markets Inc. | 5,152 | $2.97M | 0.01% | −4,381−46.0% | Reduced |
| Tocqueville Asset Management L.P. | 5,081 | $2.93M | 0.04% | +5+0.1% | Added |
| First Trust Advisors LP | 4,993 | $2.88M | 0.00% | −21,970−81.5% | Reduced |
| Diversified Trust Co | 4,943 | $2.85M | 0.06% | +1,123+29.4% | Added |
| Accurate Wealth Management, LLC | 4,853 | $2.82M | 0.43% | +4,853 | New |