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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, Q3 2025

Institutional positions in MSCI Inc. as of Sep 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
1,039
−32 vs. Q2 2025
Shares held
68.4M
−2.05M (−2.9%) vs. Q2 2025
Total value
$38.8B
−$1.84B (−4.5%) vs. Q2 2025
New holders
94
374 more added
Sold out
126
406 more reduced

16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,039 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ3 2025: $38.8B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2025.

Institutions holding MSCI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd61$1050.00%−11−15.3%Reduced
Sound Income Strategies, LLC1$5580.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.1$5670.00%−168−99.4%Reduced
Creative Financial Designs Inc1$5670.00%00.0%Unchanged
IMA Wealth, Inc.1$5670.00%00.0%Unchanged
Scarborough Advisors, LLC1$5670.00%00.0%Unchanged
Stone House Investment Management, LLC1$5670.00%+1New
Davis Capital Management1$5670.00%+1New
American Capital Advisory, LLC1$5680.00%−1−50.0%Reduced
Wolff Wiese Magana LLC1$5680.00%00.0%Unchanged
Breakwater Investment Management1$5680.00%+1New
Seneschal Advisors, LLC1$5680.00%+1New
Retirement Wealth Solutions LLC1$5680.00%+1New
Bullock Wealth Management Group1$5720.00%00.0%Unchanged
Winthrop Capital Management, LLC1$1.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph2$1.00K0.00%+1+100.0%Added
Quaker Wealth Management, LLC2$1.14K0.00%00.0%Unchanged
TFC Financial Management2$1.14K0.00%00.0%Unchanged
SJS Investment Consulting Inc.2$1.14K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC2$1.14K0.00%00.0%Unchanged
WestEnd Advisors, LLC2$1.14K0.00%00.0%Unchanged
Core Alternative Capital2$1.14K0.00%00.0%Unchanged
Sittner & Nelson, LLC2$1.14K0.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1.14K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$1.70K0.00%−8−72.7%Reduced
High Note Wealth, LLC3$1.70K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC3$1.70K0.00%00.0%Unchanged
Activest Wealth Management3$1.70K0.00%+1+50.0%Added
United Community Bank3$1.70K0.00%+3New
Wealth Watch Advisors, INC3$1.70K0.00%+3New
ZRC Wealth Management, LLC3$1.70K0.00%+3New
Greykasell Wealth Strategies, Inc.3$1.71K0.00%+3New
Bay Harbor Wealth Management, LLC4$2.27K0.00%00.0%Unchanged
Geneos Wealth Management Inc.4$2.27K0.00%−87−95.6%Reduced
Brown, Lisle/Cummings, Inc.4$2.27K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC4$2.27K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$2.27K0.00%00.0%Unchanged
Central Trust Co4$2.27K0.00%+1+33.3%Added
UMA Financial Services, Inc.4$2.27K0.00%+4New
Corsicana & Co.4$2.27K0.00%+4New
Guerra Advisors Inc4$2.27K0.00%+4New
Minot DeBlois Advisors LLC5$2.84K0.00%00.0%Unchanged
Anfield Capital Management, LLC5$2.84K0.00%00.0%Unchanged
IMG Wealth Management, Inc.5$2.84K0.00%00.0%Unchanged
Crews Bank & Trust5$2.84K0.00%00.0%Unchanged
Aventura Private Wealth, LLC5$2.84K0.00%00.0%Unchanged
Bellevue Asset Management, LLC5$2.84K0.00%00.0%Unchanged
Binnacle Investments Inc5$2.84K0.00%+3+150.0%Added
Bartlett & Co. Wealth Management LLC5$2.84K0.00%+4+400.0%Added
MCF Advisors LLC5$2.84K0.00%+5New
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
St Germain D J Co Inc6$3.40K0.00%00.0%Unchanged
Aspect Partners, LLC6$3.40K0.00%+3+100.0%Added
JNBA Financial Advisors6$3.40K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$3.40K0.00%00.0%Unchanged
Westfuller Advisors, LLC6$3.55K0.00%+6New
Pacific Center for Financial Services7$3.97K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$3.97K0.00%00.0%Unchanged
Red Tortoise LLC7$3.97K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$3.97K0.00%00.0%Unchanged
Tortoise Investment Management, LLC7$3.97K0.00%+3+75.0%Added
North Capital, Inc.7$3.97K0.00%+3+75.0%Added
DiNuzzo Private Wealth, Inc.7$3.98K0.00%00.0%Unchanged
Cloud Capital Management, LLC8$4.00K0.00%+8New
Clark Wealth Partners7$4.02K0.00%−3−30.0%Reduced
Hughes Financial Services, LLC7$4.04K0.00%−4−36.4%Reduced
Marquette Asset Management, LLC8$4.54K0.00%+8New
Highline Wealth Partners LLC8$4.57K0.00%00.0%Unchanged
Albion Financial Group9$5.11K0.00%00.0%Unchanged
First Pacific Financial9$5.11K0.00%00.0%Unchanged
Bare Financial Services, Inc9$5.11K0.00%+2+28.6%Added
Abound Wealth Management9$5.11K0.00%00.0%Unchanged
Cheviot Value Management, LLC9$5.34K0.00%00.0%Unchanged
Ancora Advisors, LLC10$5.67K0.00%00.0%Unchanged
Independence Bank of Kentucky10$5.67K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC10$5.67K0.01%00.0%Unchanged
Crewe Advisors LLC10$5.67K0.00%+10New
Sofos Investments, Inc.10$5.71K0.00%+10New
Delta Asset Management LLC11$6.24K0.00%00.0%Unchanged
Eukles Asset Management11$6.24K0.00%00.0%Unchanged
ORG Partners LLC12$6.81K0.00%+8+200.0%Added
Heritage Wealth Advisors12$6.81K0.00%00.0%Unchanged
Kings Path Partners LLC12$6.81K0.00%00.0%Unchanged
Altshuler Shaham Ltd12$6.81K0.00%+5+71.4%Added
Harbor Investment Advisory, LLC12$6.81K0.00%+6+100.0%Added
Mowery & Schoenfeld Wealth Management, LLC12$6.83K0.01%00.0%Unchanged
Quarry LP13$7.38K0.00%−995−98.7%Reduced
Fortitude Family Office, LLC13$7.38K0.00%00.0%Unchanged
Webster Bank, N. A.14$7.94K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$7.94K0.00%00.0%Unchanged
Kilter Group LLC14$7.94K0.00%+2+16.7%Added
Transamerica Financial Advisors, Inc.15$7.97K0.00%+15New
Quest 10 Wealth Builders, Inc.14$8.06K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC15$8.51K0.00%−5−25.0%Reduced
Stuart Chaussee & Associates, Inc.15$8.51K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$8.51K0.00%00.0%Unchanged
Sachetta, LLC15$8.51K0.00%+4+36.4%Added
Colonial Trust Co15$8.78K0.00%−1−6.3%Reduced
Turning Point Benefit Group, Inc.16$8.84K0.01%+16New
Avion Wealth17$9.00K0.00%−2−10.5%Reduced