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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 772 | $445.3K | 0.01% | −6−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 835 | $443.3K | 0.01% | +346+70.8% | Added |
| Brown Brothers Harriman & Co | 768 | $442.9K | 0.00% | +83+12.1% | Added |
| Boothbay Fund Management, LLC | 757 | $436.6K | 0.01% | +757 | New |
| Hilltop Holdings Inc. | 755 | $435.5K | 0.03% | +19+2.6% | Added |
| Meridian Wealth Management, LLC | 752 | $433.8K | 0.02% | −10−1.3% | Reduced |
| Mather Group, LLC. | 751 | $432.8K | 0.00% | −37−4.7% | Reduced |
| Cigna Investments Inc | 749 | $432.0K | 0.07% | −19−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 748 | $431.4K | 0.02% | −1−0.1% | Reduced |
| Sustainable Growth Advisers, LP | 745 | $429.7K | 0.00% | −665−47.2% | Reduced |
| Checchi Capital Advisers, LLC | 744 | $429.1K | 0.03% | −16−2.1% | Reduced |
| Bridgefront Capital, LLC | 742 | $427.9K | 0.11% | −1,644−68.9% | Reduced |
| Ameritas Investment Partners, Inc. | 740 | $426.8K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 737 | $425.1K | 0.01% | +737 | New |
| Argentarii, LLC | 734 | $423.3K | 0.19% | +28+4.0% | Added |
| Itau Unibanco Holding S.A. | 730 | $421.0K | 0.02% | +249+51.8% | Added |
| Prescott Group Capital Management, L.L.C. | 729 | $420.4K | 0.05% | +242+49.7% | Added |
| George Kaiser Family Foundation | 729 | $420.4K | 0.06% | +242+49.7% | Added |
| Commerzbank Aktiengesellschaft | 725 | $419.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 726 | $418.8K | 0.01% | +68+10.3% | Added |
| Teza Capital Management LLC | 726 | $418.7K | 0.31% | −301−29.3% | Reduced |
| SFMG, LLC | 725 | $418.1K | 0.03% | −2−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 721 | $415.3K | 0.02% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 713 | $411.2K | 0.00% | −22−3.0% | Reduced |
| Cresset Asset Management, LLC | 703 | $405.4K | 0.00% | −1,372−66.1% | Reduced |
| PUREfi Wealth, LLC | 697 | $402.0K | 0.32% | +98+16.4% | Added |
| Net Worth Advisory Group | 695 | $400.9K | 0.09% | +25+3.7% | Added |
| Private Advisor Group, LLC | 693 | $399.7K | 0.00% | −60−8.0% | Reduced |
| Aptus Capital Advisors, LLC | 693 | $399.7K | 0.00% | −64−8.5% | Reduced |
| Valeo Financial Advisors, LLC | 692 | $399.1K | 0.01% | +72+11.6% | Added |
| Security Financial Services, INC. | 690 | $398.0K | 0.07% | +133+23.9% | Added |
| Beverly Hills Private Wealth, LLC | 689 | $397.4K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 689 | $397.4K | 0.26% | +8+1.2% | Added |
| Ramirez Asset Management, Inc. | 686 | $395.6K | 0.06% | +177+34.8% | Added |
| Cynosure Management, LLC | 685 | $395.1K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 681 | $392.8K | 0.02% | −24−3.4% | Reduced |
| Kames Capital plc | 680 | $391.7K | 0.01% | +680 | New |
| Perigon Wealth Management, LLC | 675 | $389.3K | 0.01% | +86+14.6% | Added |
| EntryPoint Capital, LLC | 671 | $387.0K | 0.19% | +671 | New |
| Ground Swell Capital, LLC | 670 | $386.4K | 0.63% | +670 | New |
| Optimize Financial Inc | 661 | $381.2K | 0.23% | −4−0.6% | Reduced |
| Entropy Technologies, LP | 660 | $380.6K | 0.03% | −1,915−74.4% | Reduced |
| Crestwood Advisors Group LLC | 660 | $380.6K | 0.01% | +136+26.0% | Added |
| Aster Capital Management (DIFC) Ltd | 645 | $372.0K | 0.08% | −4,107−86.4% | Reduced |
| JSF Financial, LLC | 633 | $365.1K | 0.09% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 633 | $365.1K | 0.60% | +633 | New |
| Employees Retirement System of Texas | 633 | $365.0K | 0.00% | +633 | New |
| Catalyst Capital Advisors LLC | 630 | $363.3K | 0.01% | −135−17.6% | Reduced |
| Pitcairn Co | 619 | $357.0K | 0.02% | −212−25.5% | Reduced |
| Bourgeon Capital Management LLC | 618 | $356.4K | 0.07% | +618 | New |
| waypoint wealth counsel | 615 | $354.7K | 0.18% | +615 | New |
| Fielder Capital Group LLC | 608 | $350.7K | 0.09% | −88−12.6% | Reduced |
| Chilton Investment Co LLC | 607 | $350.1K | 0.01% | +77+14.5% | Added |
| Keel Point, LLC | 604 | $348.2K | 0.02% | +31+5.4% | Added |
| WJ Wealth Management, LLC | 600 | $346.0K | 0.11% | 00.0% | Unchanged |
| Ascent Group, LLC | 598 | $345.0K | 0.01% | +89+17.5% | Added |
| Regions Financial Corp | 598 | $344.9K | 0.00% | −1,205−66.8% | Reduced |
| City National Bank of Florida | 595 | $343.2K | 0.25% | +68+12.9% | Added |
| Blue Barn Wealth, LLC | 593 | $342.0K | 0.16% | +9+1.5% | Added |
| Kaufman Rossin Wealth, LLC | 593 | $342.0K | 0.22% | −265−30.9% | Reduced |
| Axxcess Wealth Management, LLC | 591 | $340.6K | 0.01% | +3+0.5% | Added |
| Weaver Capital Management LLC | 587 | $338.5K | 0.08% | −166−22.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $336.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 583 | $336.2K | 0.01% | +4+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 582 | $335.7K | 0.01% | +4+0.7% | Added |
| Citadel Investment Advisory, Inc. | 580 | $335.0K | 0.16% | +580 | New |
| Nomura Holdings Inc | 577 | $332.8K | 0.00% | −1,865−76.4% | Reduced |
| DSG Capital Advisors, LLC | 576 | $332.2K | 0.06% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 572 | $329.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 570 | $328.6K | 0.03% | −136−19.3% | Reduced |
| Optivise Advisory Services LLC | 568 | $327.7K | 0.17% | +28+5.2% | Added |
| Two Sigma Securities, LLC | 563 | $324.7K | 0.04% | −691−55.1% | Reduced |
| OneAscent Investment Solutions LLC | 561 | $324.0K | 0.35% | −67−10.7% | Reduced |
| Wealth Alliance | 560 | $323.2K | 0.04% | −87−13.4% | Reduced |
| Sagespring Wealth Partners, LLC | 557 | $321.1K | 0.01% | +85+18.0% | Added |
| Equitable Trust Co | 556 | $320.7K | 0.02% | −52−8.6% | Reduced |
| Warren Averett Asset Management, LLC | 555 | $320.1K | 0.00% | +57+11.4% | Added |
| Farther Finance Advisors, LLC | 552 | $318.3K | 0.01% | −143−20.6% | Reduced |
| Sigma Planning Corp | 551 | $318.0K | 0.01% | −53−8.8% | Reduced |
| Sowell Financial Services LLC | 550 | $317.3K | 0.01% | −41−6.9% | Reduced |
| TD Waterhouse Canada Inc. | 540 | $313.9K | 0.00% | +204+60.7% | Added |
| Forum Financial Management, LP | 543 | $313.2K | 0.00% | −10−1.8% | Reduced |
| Fullcircle Wealth LLC | 546 | $312.3K | 0.12% | +2+0.4% | Added |
| Sage Mountain Advisors LLC | 533 | $307.4K | 0.02% | −32−5.7% | Reduced |
| PDS Planning, Inc | 532 | $306.8K | 0.02% | +4+0.8% | Added |
| Journey Strategic Wealth LLC | 521 | $300.4K | 0.01% | +65+14.3% | Added |
| Arkadios Wealth Advisors | 520 | $300.1K | 0.01% | −80−13.3% | Reduced |
| Capital Advisors, Ltd. LLC | 519 | $299.0K | 0.04% | −42−7.5% | Reduced |
| Kestra Private Wealth Services, LLC | 518 | $298.8K | 0.00% | −7−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 517 | $298.4K | 0.02% | −101−16.3% | Reduced |
| Savvy Advisors, Inc. | 515 | $297.0K | 0.02% | +146+39.6% | Added |
| V-Square Quantitative Management LLC | 513 | $295.9K | 0.04% | +74+16.9% | Added |
| Sym Financial Corp | 507 | $292.4K | 0.03% | −414−45.0% | Reduced |
| Wedbush Securities Inc | 507 | $292.0K | 0.01% | −1−0.2% | Reduced |
| Full Sail Capital, LLC | 505 | $291.3K | 0.02% | +505 | New |
| World Equity Group, Inc. | 502 | $289.5K | 0.08% | −140−21.8% | Reduced |
| Washington Capital Management Inc | 500 | $288.4K | 0.21% | +500 | New |
| Davy Global Fund Management Ltd | 499 | $287.8K | 0.03% | +48+10.6% | Added |
| Founders Financial Alliance, LLC | 497 | $286.6K | 0.07% | +35+7.6% | Added |
| True North Advisors, LLC | 493 | $284.3K | 0.05% | −14−2.8% | Reduced |