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 |
|---|---|---|---|---|---|
| CX Institutional | 492 | $284.0K | 0.01% | +45+10.1% | Added |
| Waddell & Associates, LLC | 491 | $283.2K | 0.03% | +491 | New |
| Independent Advisor Alliance | 488 | $281.5K | 0.01% | +11+2.3% | Added |
| Baldwin Brothers Inc | 487 | $280.9K | 0.02% | −3−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 486 | $280.4K | 0.14% | −293−37.6% | Reduced |
| Kera Capital Partners, Inc. | 485 | $279.7K | 0.06% | +485 | New |
| Waterloo Capital, L.P. | 484 | $279.3K | 0.02% | +484 | New |
| Clarius Group, LLC | 483 | $278.6K | 0.02% | −35−6.8% | Reduced |
| Hamilton Capital Partners Inc. | 470 | $271.1K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 469 | $270.5K | 0.01% | +46+10.9% | Added |
| Chancellor Financial Group WB LP | 467 | $269.3K | 0.21% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 464 | $267.6K | 0.00% | +47+11.3% | Added |
| Capital Advisors Inc | 456 | $263.3K | 0.00% | +5+1.1% | Added |
| FJ Capital Management LLC | 456 | $263.0K | 0.03% | −1,117−71.0% | Reduced |
| J2 Capital Management Inc | 456 | $263.0K | 0.21% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 450 | $259.4K | 0.01% | +13+3.0% | Added |
| Evergreen Capital Management LLC | 448 | $258.4K | 0.01% | −24−5.1% | Reduced |
| Armis Advisers, LLC | 454 | $256.8K | 0.02% | +454 | New |
| Rainey & Randall Investment Management Inc. | 445 | $256.6K | 0.05% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 443 | $255.5K | 0.15% | −501−53.1% | Reduced |
| MBB Public Markets I LLC | 440 | $253.8K | 0.03% | −102−18.8% | Reduced |
| Magnetar Financial LLC | 440 | $253.8K | 0.00% | +440 | New |
| Whalen Wealth Management Inc. | 440 | $253.8K | 0.16% | +440 | New |
| Conning Inc. | 437 | $252.0K | 0.01% | −22−4.8% | Reduced |
| Quantitative Investment Management, LLC | 436 | $251.0K | 0.03% | −480−52.4% | Reduced |
| Camden Capital, LLC | 434 | $250.1K | 0.02% | −8−1.8% | Reduced |
| Concurrent Investment Advisors, LLC | 433 | $249.6K | 0.00% | −25−5.5% | Reduced |
| Bridgewater Advisors Inc. | 466 | $248.7K | 0.02% | +30+6.9% | Added |
| Iron Financial, LLC | 427 | $246.3K | 0.13% | +2+0.5% | Added |
| USA Financial Portformulas Corp | 426 | $245.7K | 0.04% | +426 | New |
| MQS Management LLC | 424 | $244.5K | 0.13% | −328−43.6% | Reduced |
| Venture Visionary Partners LLC | 424 | $244.5K | 0.01% | +26+6.5% | Added |
| Qsemble Capital Management, LP | 422 | $243.4K | 0.02% | −6,511−93.9% | Reduced |
| Walleye Trading LLC | 418 | $241.1K | 0.01% | −2,011−82.8% | Reduced |
| Impact Capital Partners LLC | 418 | $241.1K | 0.08% | +36+9.4% | Added |
| Flagship Harbor Advisors, LLC | 418 | $240.8K | 0.01% | −26−5.9% | Reduced |
| Smithfield Trust Co | 417 | $240.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 416 | $239.9K | 0.01% | −805−65.9% | Reduced |
| Founders Financial Securities LLC | 412 | $237.6K | 0.02% | +13+3.3% | Added |
| Penserra Capital Management LLC | 412 | $237.0K | 0.00% | +40+10.8% | Added |
| Mayflower Financial Advisors, LLC | 410 | $236.5K | 0.03% | −5−1.2% | Reduced |
| Patton Fund Management, Inc. | 410 | $236.5K | 0.05% | +410 | New |
| Claret Asset Management Corp | 409 | $236.0K | 0.03% | – | – |
| OneAscent Financial Services LLC | 401 | $232.0K | 0.02% | −15−3.6% | Reduced |
| Savant Capital, LLC | 401 | $231.3K | 0.00% | +31+8.4% | Added |
| Blue Edge Capital, LLC | 400 | $230.7K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 399 | $230.6K | 0.00% | −428−51.8% | Reduced |
| Capital Performance Advisors LLP | 399 | $230.2K | 0.05% | −359−47.4% | Reduced |
| WealthBridge Capital Management, LLC | 398 | $229.5K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 398 | $229.5K | 0.01% | +22+5.9% | Added |
| Proficio Capital Partners LLC | 396 | $228.5K | 0.01% | +396 | New |
| Catalytic Wealth RIA, LLC | 395 | $227.8K | 0.02% | +395 | New |
| Advisor OS, LLC | 395 | $227.8K | 0.02% | −782−66.4% | Reduced |
| M3 Advisory Group, LLC | 389 | $224.4K | 0.16% | −12−3.0% | Reduced |
| Howard Bailey Securities, LLC | 383 | $220.9K | 0.07% | +6+1.6% | Added |
| Summa Corp. | 382 | $220.3K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 379 | $218.6K | 0.01% | −29−7.1% | Reduced |
| New Age Alpha Advisors, LLC | 377 | $217.4K | 0.01% | −8−2.1% | Reduced |
| McHugh Group, LLC | 375 | $216.3K | 0.14% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 374 | $215.7K | 0.03% | +374 | New |
| Wellspring Financial Advisors, LLC | 373 | $215.1K | 0.02% | +6+1.6% | Added |
| Potomac Fund Management Inc | 375 | $214.8K | 0.01% | +375 | New |
| Axq Capital, LP | 371 | $214.0K | 0.07% | +371 | New |
| Lantz Financial LLC | 368 | $212.2K | 0.05% | −36−8.9% | Reduced |
| Allworth Financial LP | 365 | $210.3K | 0.00% | +117+47.2% | Added |
| NorthCrest Asset Manangement, LLC | 357 | $209.6K | 0.01% | −842−70.2% | Reduced |
| E Fund Management Co., Ltd. | 363 | $209.4K | 0.01% | −2,739−88.3% | Reduced |
| Haverford Trust Co | 363 | $209.4K | 0.00% | +363 | New |
| Baron Wealth Management LLC | 361 | $208.3K | 0.07% | +361 | New |
| Quotient Wealth Partners, LLC | 360 | $207.6K | 0.01% | −1−0.3% | Reduced |
| Buckhead Capital Management LLC | 360 | $207.6K | 0.08% | 00.0% | Unchanged |
| Tairen Capital Ltd | 360 | $207.6K | 0.02% | +360 | New |
| Alta Advisers Ltd | 359 | $207.1K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 357 | $205.9K | 0.00% | +357 | New |
| Meiji Yasuda Asset Management Co Ltd. | 356 | $205.3K | 0.01% | −925−72.2% | Reduced |
| Aaron Wealth Advisors | 356 | $205.3K | 0.02% | −64−15.2% | Reduced |
| Whittier Trust Co | 356 | $205.3K | 0.00% | +33+10.2% | Added |
| Keudell/Morrison Wealth Management | 348 | $200.7K | 0.04% | +348 | New |
| Aspiriant, LLC | 347 | $200.1K | 0.01% | +347 | New |
| CNB Bank | 347 | $200.1K | 0.09% | −481−58.1% | Reduced |
| Rossby Financial, LCC | 319 | $184.0K | 0.07% | +6+1.9% | Added |
| SRS Capital Advisors, Inc. | 302 | $174.2K | 0.01% | +23+8.2% | Added |
| Banque de Luxembourg S.A. | 300 | $169.7K | 0.10% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 289 | $166.7K | 0.03% | −10,468−97.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 293 | $164.5K | 0.13% | 00.0% | Unchanged |
| Group One Trading, L.P. | 285 | $164.4K | 0.01% | +227+391.4% | Added |
| GeoWealth Management, LLC | 274 | $158.0K | 0.01% | −12−4.2% | Reduced |
| Harbour Investments, Inc. | 268 | $154.6K | 0.00% | +21+8.5% | Added |
| Massmutual Trust Co FSB | 262 | $151.1K | 0.00% | −34−11.5% | Reduced |
| Wormser Freres Gestion | 252 | $145.3K | 0.09% | +252 | New |
| Godsey & Gibb Associates | 250 | $144.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $141.3K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $141.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 241 | $139.0K | 0.02% | −22−8.4% | Reduced |
| Cromwell Holdings LLC | 237 | $136.7K | 0.08% | +10+4.4% | Added |
| Zions Bancorporation, National Association | 231 | $133.2K | 0.01% | −160−40.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 230 | $132.7K | 0.02% | +230 | New |
| MUFG Securities EMEA plc | 229 | $132.1K | 0.01% | −8,770−97.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 228 | $131.5K | 0.05% | +33+16.9% | Added |
| Sentry Investment Management LLC | 226 | $131.0K | 0.07% | 00.0% | Unchanged |