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 |
|---|---|---|---|---|---|
| Alamar Capital Management, LLC | 4,874 | $2.81M | 1.52% | −112−2.2% | Reduced |
| GAM Holding AG | 4,872 | $2.81M | 0.20% | −427−8.1% | Reduced |
| Kentucky Retirement Systems | 4,870 | $2.81M | 0.08% | −319−6.1% | Reduced |
| Scott Marsh Financial, LLC | 4,858 | $2.80M | 1.04% | +4,858 | New |
| Empowered Funds, LLC | 4,847 | $2.80M | 0.03% | +2,844+142.0% | Added |
| Cinctive Capital Management LP | 4,817 | $2.78M | 0.16% | +3,923+438.8% | Added |
| Freedom Day Solutions, LLC | 4,681 | $2.70M | 0.80% | −98−2.1% | Reduced |
| Hartford Investment Management Co | 4,670 | $2.69M | 0.09% | −69−1.5% | Reduced |
| E. Ohman J:or Asset Management AB | 4,653 | $2.68M | 0.07% | +94+2.1% | Added |
| 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 |
| Commonwealth Equity Services, LLC | 4,608 | $2.66M | 0.00% | −1,661−26.5% | Reduced |
| Allianz SE | 4,575 | $2.64M | 0.06% | +500+12.3% | Added |
| Kirtland Hills Capital Management, LLC | 4,525 | $2.61M | 1.21% | +287+6.8% | Added |
| Dark Forest Capital Management LP | 4,495 | $2.59M | 0.10% | +3,857+604.5% | Added |
| Vestmark Advisory Solutions, Inc. | 4,482 | $2.58M | 0.04% | +772+20.8% | Added |
| Delta Global Management LP | 4,475 | $2.58M | 0.17% | −58−1.3% | Reduced |
| Intech Investment Management LLC | 4,447 | $2.56M | 0.02% | −612−12.1% | Reduced |
| Norden Group LLC | 4,422 | $2.55M | 0.28% | −67−1.5% | Reduced |
| Cornerstone Advisors, LLC | 4,400 | $2.54M | 0.09% | −500−10.2% | Reduced |
| Value Partners Investments Inc. | 4,402 | $2.53M | 0.20% | +252+6.1% | Added |
| Palumbo Wealth Management LLC | 4,384 | $2.53M | 0.78% | +123+2.9% | Added |
| Americana Partners, LLC | 4,376 | $2.52M | 0.09% | +926+26.8% | Added |
| Oak Thistle LLC | 4,372 | $2.52M | 0.37% | +4,372 | New |
| Abn Amro Investment Solutions | 4,360 | $2.51M | 0.05% | −464−9.6% | Reduced |
| Gibbs Wealth Management | 4,357 | $2.51M | 0.48% | +755+21.0% | Added |
| Peak Financial Advisors LLC | 4,281 | $2.47M | 1.26% | −949−18.1% | Reduced |
| MV Capital Management, Inc. | 4,265 | $2.46M | 0.25% | −101−2.3% | Reduced |
| US Bancorp | 4,261 | $2.46M | 0.00% | −336−7.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,255 | $2.45M | 0.60% | −396−8.5% | Reduced |
| Toroso Investments, LLC | 4,230 | $2.44M | 0.02% | −37,379−89.8% | Reduced |
| TownSquare Capital, LLC | 4,202 | $2.42M | 0.24% | −41,572−90.8% | Reduced |
| Quest Partners LLC | 4,202 | $2.42M | 0.24% | −191−4.3% | Reduced |
| Avanda Investment Management Pte. Ltd. | 4,150 | $2.39M | 1.35% | −2,524−37.8% | Reduced |
| Securian Asset Management, Inc | 4,130 | $2.38M | 0.07% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,124 | $2.38M | 0.16% | −184−4.3% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $2.36M | 0.04% | −100−2.4% | Reduced |
| NEOS Investment Management LLC | 4,089 | $2.36M | 0.03% | +221+5.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,050 | $2.34M | 0.19% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,991 | $2.30M | 0.08% | −587−12.8% | Reduced |
| MAI Capital Management | 3,981 | $2.30M | 0.02% | +198+5.2% | Added |
| Fiduciary Trust Co | 3,965 | $2.29M | 0.03% | +390+10.9% | Added |
| Grove Bank & Trust | 3,908 | $2.25M | 0.28% | −136−3.4% | Reduced |
| Headlands Technologies LLC | 3,890 | $2.24M | 0.27% | +1,213+45.3% | Added |
| Plato Investment Management Ltd | 3,880 | $2.23M | 0.17% | +2+0.1% | Added |
| GWM Advisors LLC | 3,832 | $2.21M | 0.01% | −406−9.6% | Reduced |
| RSM US Wealth Management LLC | 3,788 | $2.18M | 0.03% | +877+30.1% | Added |
| Segment Wealth Management, LLC | 3,756 | $2.17M | 0.14% | +231+6.6% | Added |
| Aurora Investment Managers, LLC. | 3,754 | $2.17M | 1.31% | 00.0% | Unchanged |
| ING Groep NV | 3,742 | $2.16M | 0.01% | +259+7.4% | Added |
| LGT Fund Management Co Ltd. | 3,738 | $2.16M | 0.19% | −281−7.0% | Reduced |
| Shelton Capital Management | 3,731 | $2.15M | 0.05% | −13−0.3% | Reduced |
| Change Path, LLC | 3,723 | $2.15M | 0.06% | −158−4.1% | Reduced |
| Dynasty Wealth Management, LLC | 3,718 | $2.14M | 0.04% | −95−2.5% | Reduced |
| Apollon Wealth Management, LLC | 3,703 | $2.14M | 0.04% | −1,798−32.7% | Reduced |
| New Mexico Educational Retirement Board | 3,700 | $2.13M | 0.07% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 3,691 | $2.13M | 0.20% | −32−0.9% | Reduced |
| Maryland State Retirement & Pension System | 3,655 | $2.11M | 0.05% | +102+2.9% | Added |
| Callan Family Office, LLC | 3,627 | $2.09M | 0.07% | +1,747+92.9% | Added |
| Groupama Asset Managment | 3,627 | $2.09M | 0.03% | −500−12.1% | Reduced |
| FORA Capital, LLC | 3,613 | $2.08M | 0.23% | +3,613 | New |
| Delta Investment Management, LLC | 3,583 | $2.07M | 0.40% | −474−11.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 3,562 | $2.05M | 0.67% | +605+20.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,526 | $2.05M | 0.00% | −16−0.5% | Reduced |
| Atom Investors LP | 3,492 | $2.01M | 0.18% | +3,492 | New |
| Fisher Asset Management, LLC | 3,478 | $2.01M | 0.00% | −1,296−27.1% | Reduced |
| Bokf, NA | 3,439 | $1.98M | 0.03% | +58+1.7% | Added |
| Pallas Capital Advisors LLC | 3,401 | $1.96M | 0.07% | −2,023−37.3% | Reduced |
| Greenleaf Trust | 3,323 | $1.92M | 0.02% | −145−4.2% | Reduced |
| SG Americas Securities, LLC | 3,285 | $1.90M | 0.01% | −49,099−93.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,279 | $1.89M | 1.04% | −48−1.4% | Reduced |
| Verdence Capital Advisors LLC | 3,265 | $1.88M | 0.13% | +64+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,249 | $1.87M | 0.01% | +81+2.6% | Added |
| J. Safra Sarasin Holding AG | 3,243 | $1.87M | 0.03% | +1,624+100.3% | Added |
| Janney Montgomery Scott LLC | 3,190 | $1.84M | 0.00% | −569−15.1% | Reduced |
| Eqis Capital Management, Inc. | 3,186 | $1.84M | 0.15% | −134−4.0% | Reduced |
| Stephens Inc | 3,166 | $1.83M | 0.03% | +3+0.1% | Added |
| Integrated Wealth Concepts LLC | 3,160 | $1.82M | 0.02% | +1,358+75.4% | Added |
| Trillium Asset Management, LLC | 3,156 | $1.82M | 0.05% | −1,367−30.2% | Reduced |
| Katamaran Capital LLP | 3,131 | $1.81M | 1.76% | +3,131 | New |
| Tema ETFs LLC | 3,122 | $1.80M | 0.48% | +221+7.6% | Added |
| Essential Partners LLC | 3,107 | $1.79M | 0.72% | +3,107 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,064 | $1.77M | 0.02% | +842+37.9% | Added |
| Sora Investors LLC | 3,035 | $1.75M | 0.16% | +3,035 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,029 | $1.75M | 0.02% | −231−7.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 3,018 | $1.74M | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,966 | $1.71M | 0.01% | −2,226−42.9% | Reduced |
| Lido Advisors, LLC | 2,937 | $1.69M | 0.01% | +1,667+131.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,885 | $1.66M | 0.01% | +175+6.5% | Added |
| Omers Administration Corp | 2,831 | $1.63M | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,785 | $1.61M | 0.05% | +588+26.8% | Added |
| Metis Global Partners, LLC | 2,778 | $1.60M | 0.04% | −376−11.9% | Reduced |
| Empirical Finance, LLC | 2,772 | $1.60M | 0.08% | +20+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,734 | $1.57M | 0.01% | −1,302−32.3% | Reduced |
| Cabot Wealth Management Inc | 2,709 | $1.56M | 0.19% | +2,709 | New |
| Tower Research Capital LLC (TRC) | 2,697 | $1.56M | 0.04% | −58−2.1% | Reduced |
| Achmea Investment Management B.V. | 2,683 | $1.55M | 0.02% | 00.0% | Unchanged |
| City Holding Co | 2,665 | $1.54M | 0.20% | −98−3.5% | Reduced |
| Dakota Wealth Management | 2,641 | $1.52M | 0.03% | −948−26.4% | Reduced |
| Banco Santander, S.A. | 2,603 | $1.50M | 0.01% | +2,603 | New |