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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 2,560 | $1.48M | 0.01% | +110+4.5% | Added |
| QRG Capital Management, Inc. | 2,558 | $1.48M | 0.01% | −276−9.7% | Reduced |
| CenterBook Partners LP | 2,548 | $1.47M | 0.08% | +1,891+287.8% | Added |
| Fairbanks Capital Management, Inc. | 2,532 | $1.46M | 0.83% | +160+6.7% | Added |
| Gotham Asset Management, LLC | 2,529 | $1.46M | 0.01% | +1,471+139.0% | Added |
| SRN Advisors, LLC | 2,528 | $1.46M | 1.33% | +87+3.6% | Added |
| Lincoln Capital LLC | 2,507 | $1.45M | 0.28% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 2,475 | $1.43M | 2.16% | +2,378+2,451.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,468 | $1.42M | 0.02% | −2−0.1% | Reduced |
| Midwest Trust Co | 2,456 | $1.42M | 0.02% | +2,456 | New |
| Inceptionr LLC | 2,423 | $1.40M | 0.32% | +2,423 | New |
| NVWM, LLC | 2,409 | $1.39M | 0.34% | +637+35.9% | Added |
| BDF-Gestion | 2,405 | $1.39M | 0.16% | −263−9.9% | Reduced |
| Bennett Selby Investments LP | 2,394 | $1.38M | 0.49% | +12+0.5% | Added |
| Brighton Jones LLC | 2,392 | $1.38M | 0.04% | +1,917+403.6% | Added |
| Cornercap Investment Counsel Inc | 2,375 | $1.37M | 0.71% | −54−2.2% | Reduced |
| Horizon Investments, LLC | 2,358 | $1.36M | 0.02% | +1,001+73.8% | Added |
| NFJ Investment Group, LLC | 2,338 | $1.35M | 0.05% | −50,755−95.6% | Reduced |
| Capital Investment Advisory Services, LLC | 2,322 | $1.34M | 0.11% | +10+0.4% | Added |
| Buckingham Strategic Partners | 2,318 | $1.34M | 0.02% | +170+7.9% | Added |
| Numerai GP LLC | 2,300 | $1.33M | 0.19% | +1,163+102.3% | Added |
| Landscape Capital Management, L.L.C. | 2,298 | $1.33M | 0.10% | +1,774+338.5% | Added |
| EP Wealth Advisors, LLC | 2,230 | $1.29M | 0.01% | −5−0.2% | Reduced |
| AE Wealth Management LLC | 2,213 | $1.28M | 0.01% | −201−8.3% | Reduced |
| NewEdge Wealth, LLC | 2,339 | $1.28M | 0.02% | −119−4.8% | Reduced |
| Personal Cfo Solutions, LLC | 2,153 | $1.24M | 0.23% | −14−0.6% | Reduced |
| Equitable Holdings, Inc. | 2,140 | $1.23M | 0.01% | +347+19.4% | Added |
| ProVise Management Group, LLC | 2,139 | $1.23M | 0.10% | −10−0.5% | Reduced |
| Davidson Kahn Capital Management, LLC | 2,101 | $1.21M | 0.78% | +97+4.8% | Added |
| King Luther Capital Management Corp | 2,084 | $1.20M | 0.01% | +3+0.1% | Added |
| Quadrant Capital Group LLC | 2,079 | $1.20M | 0.04% | +793+61.7% | Added |
| Generali Asset Management SPA SGR | 2,077 | $1.20M | 0.03% | −1,017−32.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,067 | $1.19M | 0.08% | −143−6.5% | Reduced |
| Figure 8 Investment Strategies LLC | 2,050 | $1.18M | 1.16% | −26−1.3% | Reduced |
| Creekmur Asset Management LLC | 2,047 | $1.18M | 0.21% | +587+40.2% | Added |
| Kestra Investment Management, LLC | 2,044 | $1.17M | 0.02% | +906+79.6% | Added |
| Transcend Wealth Collective, LLC | 2,011 | $1.16M | 0.09% | +577+40.2% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,008 | $1.16M | 0.04% | −120−5.6% | Reduced |
| Assetmark, Inc | 2,006 | $1.16M | 0.00% | −2,282−53.2% | Reduced |
| Keybank National Association | 1,980 | $1.14M | 0.00% | −170−7.9% | Reduced |
| Fulcrum Asset Management LLP | 1,978 | $1.14M | 0.33% | +1,978 | New |
| Citizens Financial Group Inc | 1,976 | $1.14M | 0.02% | +45+2.3% | Added |
| Winton Group Ltd | 1,973 | $1.14M | 0.06% | +1,973 | New |
| Frank, Rimerman Advisors LLC | 1,944 | $1.12M | 0.08% | −103−5.0% | Reduced |
| Principal Securities, Inc. | 1,937 | $1.12M | 0.02% | −41−2.1% | Reduced |
| MML Investors Services, LLC | 1,931 | $1.11M | 0.00% | −2,968−60.6% | Reduced |
| Toth Financial Advisory Corp | 1,918 | $1.11M | 0.13% | +198+11.5% | Added |
| Annandale Capital, LLC | 1,900 | $1.10M | 0.20% | +1,900 | New |
| R Squared Ltd | 1,888 | $1.09M | 0.60% | +218+13.1% | Added |
| Snowden Capital Advisors LLC | 1,887 | $1.09M | 0.03% | −425−18.4% | Reduced |
| Liberty Wealth Management LLC | 1,883 | $1.09M | 0.17% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,855 | $1.07M | 0.16% | +1+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 1,842 | $1.06M | 0.01% | +1,168+173.3% | Added |
| HB Wealth Management, LLC | 1,826 | $1.05M | 0.01% | +304+20.0% | Added |
| Kestra Advisory Services, LLC | 1,819 | $1.05M | 0.01% | −461−20.2% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.04M | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,795 | $1.04M | 0.05% | −2,261−55.7% | Reduced |
| Copperwynd Financial, LLC | 1,793 | $1.03M | 0.26% | +20+1.1% | Added |
| Montag A & Associates Inc | 1,779 | $1.03M | 0.05% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,750 | $1.01M | 0.04% | −12−0.7% | Reduced |
| Institute for Wealth Management, LLC. | 1,724 | $994.4K | 0.11% | −53−3.0% | Reduced |
| MUFG Securities Americas Inc. | 1,715 | $989.1K | 0.08% | +340+24.7% | Added |
| Crossmark Global Holdings, Inc. | 1,707 | $984.5K | 0.02% | −701−29.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,700 | $980.5K | 0.01% | +859+102.1% | Added |
| Gen-Wealth Partners Inc | 1,700 | $980.3K | 0.38% | +172+11.3% | Added |
| LVW Advisors, LLC | 1,691 | $975.3K | 0.11% | +128+8.2% | Added |
| Stableford Capital II LLC | 1,777 | $970.8K | 0.37% | +1,777 | New |
| Ballentine Partners, LLC | 1,680 | $968.9K | 0.01% | −78−4.4% | Reduced |
| Tudor Investment Corp Et Al | 1,663 | $959.1K | 0.01% | −24,468−93.6% | Reduced |
| Vestcor Inc | 1,656 | $955.0K | 0.03% | +221+15.4% | Added |
| Ci Investments Inc. | 1,647 | $950.0K | 0.00% | +4+0.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 1,635 | $943.0K | 0.71% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,667 | $942.7K | 0.68% | +55+3.4% | Added |
| Park Avenue Securities LLC | 1,619 | $934.0K | 0.01% | +1,619 | New |
| Guggenheim Capital LLC | 1,610 | $928.6K | 0.01% | −35−2.1% | Reduced |
| Diversify Wealth Management, LLC | 1,685 | $926.8K | 0.06% | −148−8.1% | Reduced |
| Erste Asset Management GmbH | 1,607 | $926.3K | 0.01% | +1,607 | New |
| Opes Wealth Management LLC | 1,600 | $922.8K | 0.16% | 00.0% | Unchanged |
| Benin Management CORP | 1,598 | $921.6K | 0.24% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,596 | $920.5K | 0.00% | +1,596 | New |
| Meeder Advisory Services, Inc. | 1,587 | $915.5K | 0.05% | −59−3.6% | Reduced |
| Eleva Capital SAS | 1,565 | $902.6K | 0.19% | +1,565 | New |
| Leonteq Securities AG | 1,560 | $899.7K | 0.05% | +48+3.2% | Added |
| Sompo Asset Management Co., Ltd. | 1,550 | $893.9K | 0.16% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 1,545 | $891.2K | 0.19% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,524 | $879.0K | 0.05% | +17+1.1% | Added |
| Texas Capital Bancshares Inc | 1,520 | $876.6K | 0.32% | −28−1.8% | Reduced |
| Gries Financial LLC | 1,505 | $867.7K | 0.16% | +20+1.3% | Added |
| Coldstream Capital Management Inc | 1,498 | $863.9K | 0.01% | −16−1.1% | Reduced |
| Centiva Capital, LP | 1,487 | $857.6K | 0.06% | −217−12.7% | Reduced |
| Malaga Cove Capital, LLC | 1,486 | $857.0K | 0.34% | +482+48.0% | Added |
| Simplicity Wealth,LLC | 1,475 | $850.6K | 0.04% | +948+179.9% | Added |
| BlueSpruce Investments, LP | 1,461 | $842.6K | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,444 | $833.0K | 0.19% | −31−2.1% | Reduced |
| SBI Securities Co., Ltd. | 1,429 | $824.2K | 0.02% | −40−2.7% | Reduced |
| Three Seasons Wealth, LLC | 1,427 | $823.0K | 0.09% | −6−0.4% | Reduced |
| Hohimer Wealth Management, LLC | 1,422 | $820.1K | 0.15% | +25+1.8% | Added |
| NorthRock Partners, LLC | 1,417 | $817.2K | 0.02% | +551+63.6% | Added |
| Skopos Labs, Inc. | 1,413 | $814.4K | 0.11% | +710+101.0% | Added |
| Wetherby Asset Management Inc | 1,407 | $811.5K | 0.04% | +1,407 | New |