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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,405 | $810.2K | 0.04% | +792+129.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,403 | $809.3K | 0.20% | −100−6.7% | Reduced |
| Navellier & Associates Inc | 1,399 | $806.9K | 0.10% | −12−0.9% | Reduced |
| Wedmont Private Capital | 1,370 | $796.9K | 0.03% | −47−3.3% | Reduced |
| Atomi Financial Group, Inc. | 1,378 | $794.5K | 0.03% | +187+15.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,375 | $793.0K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,370 | $790.3K | 0.02% | −4−0.3% | Reduced |
| Signet Financial Management, LLC | 1,362 | $785.5K | 0.10% | +30+2.3% | Added |
| Cypress Asset Management Inc | 1,332 | $768.2K | 0.18% | +32+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,320 | $757.2K | 0.00% | −70−5.0% | Reduced |
| Shell Asset Management Co | 1,304 | $752.0K | 0.03% | −29−2.2% | Reduced |
| Roberts Capital Advisors, LLC | 1,293 | $745.7K | 0.55% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,285 | $741.1K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,280 | $738.5K | 0.00% | −176−12.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,278 | $737.1K | 0.04% | −60−4.5% | Reduced |
| Gsa Capital Partners LLP | 1,276 | $736.0K | 0.05% | +22+1.8% | Added |
| One Wealth Capital Management, LLC | 1,274 | $734.8K | 0.34% | +5+0.4% | Added |
| Balyasny Asset Management LLC | 1,266 | $730.2K | 0.00% | −146,759−99.1% | Reduced |
| Signaturefd, LLC | 1,244 | $717.6K | 0.01% | −17−1.3% | Reduced |
| HighPoint Advisor Group LLC | 1,230 | $709.4K | 0.04% | −39−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 1,223 | $705.4K | 0.00% | −868−41.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,210 | $698.0K | 0.00% | −805−40.0% | Reduced |
| Graypoint LLC | 1,203 | $693.7K | 0.04% | +54+4.7% | Added |
| Diversify Advisory Services, LLC | 1,257 | $691.7K | 0.03% | +115+10.1% | Added |
| Empirical Asset Management, LLC | 1,199 | $691.5K | 0.21% | +244+25.5% | Added |
| Blair William & Co | 1,192 | $687.4K | 0.00% | +197+19.8% | Added |
| Tectonic Advisors LLC | 1,188 | $685.2K | 0.04% | −9−0.8% | Reduced |
| Wealthspire Advisors, LLC | 1,171 | $675.4K | 0.00% | +186+18.9% | Added |
| Boreal Capital Management LLC | 1,157 | $667.3K | 0.55% | +1,157 | New |
| Fox Run Management, L.L.C. | 1,156 | $666.7K | 0.11% | −514−30.8% | Reduced |
| Flputnam Investment Management Co | 1,146 | $660.9K | 0.01% | −1−0.1% | Reduced |
| Pinnacle Associates Ltd | 1,136 | $655.2K | 0.01% | +64+6.0% | Added |
| Fidelis Capital Partners, LLC | 1,194 | $654.4K | 0.06% | −11−0.9% | Reduced |
| Wrapmanager Inc | 1,126 | $649.4K | 0.16% | −154−12.0% | Reduced |
| Kathmere Capital Management, LLC | 1,107 | $638.5K | 0.05% | +298+36.8% | Added |
| Alken Asset Management Ltd. | 1,100 | $634.0K | 1.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,086 | $626.3K | 0.02% | −23−2.1% | Reduced |
| NBC Securities, Inc. | 1,081 | $623.0K | 0.05% | +7+0.7% | Added |
| Steel Peak Wealth Management LLC | 1,080 | $622.9K | 0.02% | +1,080 | New |
| Integrated Investment Consultants, LLC | 1,078 | $621.7K | 0.12% | −25−2.3% | Reduced |
| Capstone Investment Advisors, LLC | 1,068 | $616.0K | 0.01% | +1,068 | New |
| Versor Investments LP | 1,067 | $615.4K | 0.11% | +587+122.3% | Added |
| Vise Technologies, Inc. | 1,060 | $611.5K | 0.03% | +1,060 | New |
| Stanley-Laman Group, Ltd. | 1,058 | $610.2K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,057 | $609.6K | 0.01% | +166+18.6% | Added |
| Sivia Capital Partners, LLC | 1,052 | $606.8K | 0.21% | +182+20.9% | Added |
| Integrated Advisors Network LLC | 1,051 | $606.2K | 0.03% | +183+21.1% | Added |
| Bradley Foster & Sargent Inc | 1,043 | $601.5K | 0.01% | +93+9.8% | Added |
| GAMMA Investing LLC | 1,026 | $591.7K | 0.04% | +132+14.8% | Added |
| Birch Financial Group, LLC | 1,026 | $591.6K | 0.47% | −39−3.7% | Reduced |
| D.A. Davidson & Co. | 1,025 | $591.3K | 0.00% | +92+9.9% | Added |
| Scientech Research LLC | 1,024 | $590.6K | 0.14% | +498+94.7% | Added |
| Resources Investment Advisors, LLC. | 1,023 | $589.8K | 0.01% | −21−2.0% | Reduced |
| Principal Street Partners, LLC | 1,020 | $588.3K | 0.06% | +513+101.2% | Added |
| Dana Investment Advisors, Inc. | 1,008 | $581.4K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,008 | $581.4K | 0.13% | +73+7.8% | Added |
| Moran Wealth Management, LLC | 1,002 | $577.9K | 0.02% | −257−20.4% | Reduced |
| Birinyi Associates Inc | 1,000 | $577.0K | 0.17% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $576.7K | 0.09% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,000 | $576.7K | 0.08% | +2+0.2% | Added |
| Evercore Wealth Management, LLC | 999 | $576.2K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 996 | $574.2K | 0.01% | −181−15.4% | Reduced |
| GWN Securities Inc. | 972 | $560.8K | 0.10% | −13,527−93.3% | Reduced |
| Unique Wealth Strategies, LLC | 972 | $560.5K | 0.23% | −33−3.3% | Reduced |
| Advisory Services Network, LLC | 994 | $558.1K | 0.01% | +105+11.8% | Added |
| Ontario Teachers Pension Plan Board | 965 | $556.6K | 0.01% | +965 | New |
| Syon Capital LLC | 964 | $556.0K | 0.04% | +217+29.0% | Added |
| Baker Tilly Wealth Management, LLC | 957 | $552.0K | 0.20% | −41−4.1% | Reduced |
| Peapack Gladstone Financial Corp | 944 | $544.0K | 0.01% | +3+0.3% | Added |
| Hallmark Capital Management Inc | 938 | $541.0K | 0.04% | +21+2.3% | Added |
| Dynamic Technology Lab Private Ltd | 926 | $534.0K | 0.07% | −944−50.5% | Reduced |
| Centaurus Financial, Inc. | 926 | $534.0K | 0.03% | +926 | New |
| Venturi Wealth Management, LLC | 925 | $533.5K | 0.03% | −131−12.4% | Reduced |
| Prelude Capital Management, LLC | 917 | $528.9K | 0.05% | −283−23.6% | Reduced |
| Azzad Asset Management Inc | 907 | $523.1K | 0.06% | −6−0.7% | Reduced |
| Trust Asset Management LLC | 905 | $522.0K | 0.04% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 903 | $520.8K | 0.19% | +97+12.0% | Added |
| Sava Infond d.o.o. | 900 | $519.1K | 0.08% | −200−18.2% | Reduced |
| Beacon Pointe Advisors, LLC | 899 | $518.5K | 0.01% | −423−32.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 898 | $517.9K | 0.21% | +198+28.3% | Added |
| 111 Capital | 891 | $513.9K | 0.09% | +891 | New |
| ORG Wealth Partners, LLC | 875 | $508.7K | 0.12% | +95+12.2% | Added |
| Emerald Advisers, LLC | 871 | $502.3K | 0.02% | +17+2.0% | Added |
| Pier Capital, LLC | 869 | $501.2K | 0.08% | −10−1.1% | Reduced |
| Ritholtz Wealth Management | 867 | $500.2K | 0.01% | +55+6.8% | Added |
| Clearstead Advisors, LLC | 864 | $498.3K | 0.01% | +121+16.3% | Added |
| Aviso Financial Inc. | 842 | $485.6K | 0.02% | +4+0.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 834 | $481.0K | 0.13% | +834 | New |
| DRW Securities, LLC | 827 | $477.1K | 0.03% | +235+39.7% | Added |
| Williams Jones Wealth Management, LLC. | 821 | $473.5K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 820 | $472.9K | 0.09% | −10−1.2% | Reduced |
| Union Bancaire Privee, UBP SA | 836 | $472.9K | 0.01% | −2,138−71.9% | Reduced |
| Salvus Wealth Management, LLC | 819 | $472.4K | 0.28% | −5−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 815 | $470.0K | 0.03% | +815 | New |
| Polymer Capital Management (US) LLC | 812 | $468.3K | 0.08% | +264+48.2% | Added |
| Boit C F David | 810 | $467.2K | 0.22% | 00.0% | Unchanged |
| Apeiron RIA LLC | 802 | $462.6K | 0.12% | +21+2.7% | Added |
| Ellevest, Inc. | 778 | $448.7K | 0.07% | −221−22.1% | Reduced |
| Huntington National Bank | 777 | $448.1K | 0.00% | −12−1.5% | Reduced |
| Elk River Wealth Management, LLC | 773 | $445.8K | 0.08% | 00.0% | Unchanged |