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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
Howard Hughes Medical Institute16$9.08K0.01%00.0%Unchanged
Ameriflex Group, Inc.16$9.08K0.00%+16New
Key Financial Inc17$9.39K0.00%−2−10.5%Reduced
Banque Transatlantique SA18$10.2K0.00%00.0%Unchanged
South State Corp.18$10.2K0.00%−14−43.8%Reduced
Meeder Asset Management Inc19$10.8K0.00%−42−68.9%Reduced
Barnes Dennig Private Wealth Management LLC19$10.8K0.01%+19New
Private Wealth Management Group, LLC20$11.3K0.00%00.0%Unchanged
Proffitt & Goodson Inc20$11.3K0.00%+20New
Caitlin John, LLC20$11.6K0.01%+20New
Marshall & Sterling Wealth Advisors Inc.21$11.9K0.01%00.0%Unchanged
Battery Global Advisors, LLC21$12.1K0.01%00.0%Unchanged
Rational Advisors LLC22$12.5K0.00%−14−38.9%Reduced
Bogart Wealth, LLC22$12.6K0.00%+2+10.0%Added
Truvestments Capital LLC23$13.1K0.00%+9+64.3%Added
Manchester Capital Management LLC24$13.6K0.00%−4−14.3%Reduced
AdvisorNet Financial, Inc24$13.6K0.00%−1−4.0%Reduced
TD Capital Management LLC24$13.6K0.00%00.0%Unchanged
NFJ Investment Group, LLC26$14.8K0.00%−2,312−98.9%Reduced
Midwest Capital Advisors, LLC26$14.8K0.01%00.0%Unchanged
Pier Capital, LLC27$15.3K0.00%−842−96.9%Reduced
Cornerstone Planning Group LLC28$16.4K0.00%−1−3.4%Reduced
Atlantic Trust, LLC29$16.5K0.00%+4+16.0%Added
Anchor Investment Management, LLC29$16.5K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC30$17.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC31$17.4K0.00%00.0%Unchanged
TCTC Holdings, LLC32$18.2K0.00%00.0%Unchanged
MTM Investment Management, LLC32$18.2K0.01%00.0%Unchanged
Asset Dedication, LLC32$18.2K0.00%+8+33.3%Added
Rialto Wealth Management, LLC33$18.7K0.00%−1−2.9%Reduced
CoreCap Advisors, LLC35$19.9K0.00%+1+2.9%Added
Salomon & Ludwin, LLC37$20.7K0.00%+37New
Kerr Financial Planning Corp37$20.8K0.03%+37New
Trust Co of Toledo NA38$21.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc38$21.6K0.00%+5+15.2%Added
Princeton Global Asset Management LLC38$21.7K0.00%00.0%Unchanged
Financial Management Professionals, Inc.41$23.3K0.00%+2+5.1%Added
Clal Insurance Enterprises Holdings Ltd42$24.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.48$27.2K0.01%+48New
Root Financial Partners, LLC49$27.8K0.00%+49New
Rise Advisors, LLC50$28.3K0.01%+3+6.4%Added
Trust Co of Vermont58$32.9K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC58$32.9K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC60$34.0K0.00%−570−90.5%Reduced
LRI Investments, LLC61$34.6K0.00%−47−43.5%Reduced
Farmers & Merchants Investments Inc61$34.6K0.00%00.0%Unchanged
JPL Wealth Management, LLC64$36.3K0.01%+64New
Stephenson National Bank & Trust65$36.9K0.01%+5+8.3%Added
Westside Investment Management, Inc.68$37.6K0.01%+34+100.0%Added
First United Bank Trust68$38.6K0.01%−16−19.0%Reduced
Compagnie Lombard Odier SCmA69$39.2K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC80$45.4K0.00%00.0%Unchanged
Arlington Trust Co LLC80$45.4K0.01%00.0%Unchanged
Bryn Mawr Trust Co82$46.5K0.00%−975−92.2%Reduced
Hemington Wealth Management85$48.0K0.01%+12+16.4%Added
Financial Network Wealth Advisors LLC88$49.9K0.05%−14−13.7%Reduced
Eastern Bank89$50.5K0.00%+89New
Central Pacific Bank - Trust Division91$51.6K0.01%00.0%Unchanged
Johnson Financial Group, Inc.91$51.6K0.00%+49+116.7%Added
Pension & Wealth Management Advisors, Inc.91$51.7K0.02%−8−8.1%Reduced
Cary Street Partners Financial LLC92$52.2K0.00%−20−17.9%Reduced
Migdal Insurance & Financial Holdings Ltd.93$53.0K0.00%−4−4.1%Reduced
WPG Advisers, LLC95$53.9K0.04%−7−6.9%Reduced
Rakuten Securities, Inc.98$55.6K0.02%+3+3.2%Added
GW&K Investment Management, LLC98$56.0K0.00%+14+16.7%Added
Caitong International Asset Management Co., Ltd104$59.0K0.04%+104New
Generali Investments, Management Co LLC107$60.7K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$62.4K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc123$69.8K0.05%−7−5.4%Reduced
State of Wyoming125$70.9K0.01%+12+10.6%Added
Clear Street Markets LLC133$75.5K0.02%+81+155.8%Added
True Wealth Design, LLC140$79.4K0.02%+128+1,066.7%Added
Quent Capital, LLC141$80.2K0.01%+141New
Global Retirement Partners, LLC142$80.6K0.00%+14+10.9%Added
Private Trust Co NA144$81.7K0.01%+16+12.5%Added
Center for Financial Planning, Inc.145$82.3K0.01%00.0%Unchanged
Osterweis Capital Management Inc149$84.5K0.00%−4−2.6%Reduced
Palisade Asset Management, LLC150$85.1K0.01%+150New
Ronald Blue Trust, Inc.155$87.9K0.00%−57−26.9%Reduced
Bank of Jackson Hole Trust162$91.9K0.05%+43+36.1%Added
Golden State Wealth Management, LLC168$95.3K0.01%00.0%Unchanged
Dunhill Financial, LLC177$100.6K0.03%00.0%Unchanged
Sunbelt Securities, Inc.185$105.0K0.01%+62+50.4%Added
Parkside Financial Bank & Trust188$106.7K0.01%+6+3.3%Added
Sentry Investment Management LLC193$109.0K0.07%−33−14.6%Reduced
Goldstream Capital Management Ltd195$110.6K0.04%00.0%Unchanged
New Age Alpha Advisors, LLC199$112.9K0.00%−178−47.2%Reduced
Zions Bancorporation, National Association202$114.6K0.01%−29−12.6%Reduced
Annis Gardner Whiting Capital Advisors, LLC207$117.5K0.02%−21−9.2%Reduced
Onefund, LLC216$122.6K0.08%+10+4.9%Added
Group One Trading, L.P.220$124.8K0.00%−65−22.8%Reduced
Larson Financial Group LLC230$130.7K0.00%+52+29.2%Added
Covestor Ltd230$131.0K0.07%+35+17.9%Added
Newbridge Financial Services Group, Inc.234$132.8K0.02%+4+1.7%Added
Cromwell Holdings LLC237$134.5K0.07%00.0%Unchanged
Texas Capital Bancshares Inc238$135.0K0.05%−1,282−84.3%Reduced
Clean Yield Group245$139.0K0.04%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.245$139.1K0.00%00.0%Unchanged
Jefferies Financial Group Inc.250$141.9K0.00%+250New
Godsey & Gibb Associates250$141.9K0.01%00.0%Unchanged