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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 251 | $142.4K | 0.02% | +10+4.1% | Added |
| CNB Bank | 261 | $148.1K | 0.06% | −86−24.8% | Reduced |
| Harbour Investments, Inc. | 291 | $165.1K | 0.00% | +23+8.6% | Added |
| Murphy & Mullick Capital Management Corp | 293 | $166.3K | 0.12% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 294 | $166.8K | 0.00% | +32+12.2% | Added |
| Banque de Luxembourg S.A. | 300 | $170.2K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 318 | $180.4K | 0.00% | +184+137.3% | Added |
| Whittier Trust Co | 330 | $184.8K | 0.00% | −26−7.3% | Reduced |
| JCIC Asset Management Inc. | 347 | $196.9K | 0.06% | +347 | New |
| Umb Bank N A | 349 | $198.0K | 0.00% | +171+96.1% | Added |
| Silvercrest Asset Management Group LLC | 354 | $200.9K | 0.00% | +354 | New |
| Rossby Financial, LCC | 364 | $201.1K | 0.07% | +45+14.1% | Added |
| L2 Asset Management, LLC | 355 | $201.6K | 0.03% | +355 | New |
| Meiji Yasuda Asset Management Co Ltd. | 356 | $202.0K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 357 | $202.6K | 0.02% | +357 | New |
| Venturi Wealth Management, LLC | 358 | $203.1K | 0.01% | −567−61.3% | Reduced |
| Alta Advisers Ltd | 359 | $203.7K | 0.06% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 360 | $204.3K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 361 | $205.0K | 0.01% | −146−28.8% | Reduced |
| Capstone Investment Advisors, LLC | 363 | $206.0K | 0.00% | −705−66.0% | Reduced |
| Oppenheimer & Co Inc | 364 | $206.5K | 0.00% | +7+2.0% | Added |
| Baron Wealth Management LLC | 364 | $206.7K | 0.07% | +3+0.8% | Added |
| USA Financial Portformulas Corp | 368 | $208.8K | 0.04% | −58−13.6% | Reduced |
| Synovus Financial Corp | 368 | $208.8K | 0.00% | −31−7.8% | Reduced |
| Howard Bailey Securities, LLC | 369 | $209.4K | 0.06% | −14−3.7% | Reduced |
| M3 Advisory Group, LLC | 372 | $211.3K | 0.13% | −17−4.4% | Reduced |
| Kera Capital Partners, Inc. | 375 | $212.8K | 0.03% | −110−22.7% | Reduced |
| McHugh Group, LLC | 375 | $212.8K | 0.13% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 379 | $215.0K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 380 | $215.6K | 0.02% | −15−3.8% | Reduced |
| EntryPoint Capital, LLC | 380 | $215.6K | 0.08% | −291−43.4% | Reduced |
| Summa Corp. | 382 | $216.8K | 0.10% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 383 | $217.3K | 0.01% | +27+7.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 385 | $218.5K | 0.02% | +385 | New |
| Capula Management Ltd | 386 | $219.0K | 0.00% | +386 | New |
| Flagship Harbor Advisors, LLC | 388 | $220.1K | 0.01% | −30−7.2% | Reduced |
| Premier Path Wealth Partners, LLC | 388 | $220.2K | 0.03% | +14+3.7% | Added |
| Sym Financial Corp | 390 | $221.3K | 0.02% | −117−23.1% | Reduced |
| We Are One Seven, LLC | 390 | $221.3K | 0.01% | +390 | New |
| Camden Capital, LLC | 396 | $224.5K | 0.02% | −38−8.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 396 | $224.7K | 0.09% | +396 | New |
| Financial Consulate, Inc | 396 | $224.7K | 0.03% | +396 | New |
| Aprio Wealth Management, LLC | 397 | $225.1K | 0.02% | +397 | New |
| Armis Advisers, LLC | 388 | $225.5K | 0.02% | −66−14.5% | Reduced |
| Stonegate Investment Group, LLC | 398 | $225.8K | 0.01% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 400 | $227.0K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 400 | $227.0K | 0.04% | +400 | New |
| Claret Asset Management Corp | 403 | $229.0K | 0.03% | −6−1.5% | Reduced |
| WealthBridge Capital Management, LLC | 406 | $230.4K | 0.05% | +8+2.0% | Added |
| Patton Fund Management, Inc. | 410 | $232.6K | 0.04% | 00.0% | Unchanged |
| Burney Co | 411 | $233.2K | 0.01% | −5−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 411 | $233.2K | 0.03% | +1+0.2% | Added |
| QTR Family Wealth, LLC | 412 | $233.9K | 0.11% | +412 | New |
| Penserra Capital Management LLC | 416 | $235.0K | 0.00% | +4+1.0% | Added |
| Fullerton Fund Management Co Ltd. | 415 | $235.5K | 0.01% | +415 | New |
| Smithfield Trust Co | 417 | $236.0K | 0.01% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 418 | $237.2K | 0.04% | +418 | New |
| Quest Partners LLC | 420 | $238.3K | 0.02% | −3,782−90.0% | Reduced |
| Emerald Advisers, LLC | 422 | $239.4K | 0.01% | −449−51.5% | Reduced |
| Venture Visionary Partners LLC | 424 | $240.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 427 | $242.3K | 0.01% | −6,415−93.8% | Reduced |
| Capital Performance Advisors LLP | 434 | $246.5K | 0.04% | +35+8.8% | Added |
| OneAscent Investment Solutions LLC | 436 | $247.4K | 0.26% | −125−22.3% | Reduced |
| Conning Inc. | 437 | $248.0K | 0.01% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 445 | $252.5K | 0.04% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 445 | $252.5K | 0.08% | +27+6.5% | Added |
| Cambria Investment Management, L.P. | 447 | $253.6K | 0.02% | +447 | New |
| TD Waterhouse Canada Inc. | 479 | $254.3K | 0.00% | −61−11.3% | Reduced |
| Concurrent Investment Advisors, LLC | 448 | $254.4K | 0.00% | +15+3.5% | Added |
| Equitable Trust Co | 456 | $258.7K | 0.01% | −100−18.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 455 | $259.1K | 0.01% | +98+27.5% | Added |
| Pitcairn Co | 458 | $259.9K | 0.02% | −161−26.0% | Reduced |
| Capital Advisors Inc | 464 | $263.5K | 0.00% | +8+1.8% | Added |
| Focus Financial Network, Inc. | 466 | $264.3K | 0.01% | +16+3.6% | Added |
| Chancellor Financial Group WB LP | 467 | $265.0K | 0.19% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 482 | $267.9K | 0.02% | +16+3.4% | Added |
| Howard Capital Management Inc. | 473 | $268.4K | 0.00% | +9+1.9% | Added |
| CWA Asset Management Group, LLC | 476 | $270.1K | 0.01% | +7+1.5% | Added |
| Rothschild Investment LLC | 480 | $272.4K | 0.02% | +418+674.2% | Added |
| Kestra Private Wealth Services, LLC | 482 | $273.6K | 0.00% | −36−6.9% | Reduced |
| Founders Financial Alliance, LLC | 487 | $276.3K | 0.05% | −10−2.0% | Reduced |
| Simplicity Wealth,LLC | 491 | $278.6K | 0.02% | −984−66.7% | Reduced |
| City National Bank of Florida | 491 | $278.6K | 0.18% | −104−17.5% | Reduced |
| Baldwin Brothers Inc | 494 | $280.3K | 0.02% | +7+1.4% | Added |
| Davy Global Fund Management Ltd | 499 | $283.1K | 0.02% | 00.0% | Unchanged |
| PEAK6 LLC | 500 | $283.5K | 0.01% | +500 | New |
| Washington Capital Management Inc | 500 | $283.7K | 0.20% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 500 | $283.7K | 0.00% | +500 | New |
| True North Advisors, LLC | 502 | $284.8K | 0.05% | +9+1.8% | Added |
| CX Institutional | 506 | $287.0K | 0.01% | +14+2.8% | Added |
| Principal Street Partners, LLC | 506 | $287.1K | 0.05% | −514−50.4% | Reduced |
| Independent Advisor Alliance | 509 | $288.9K | 0.01% | +21+4.3% | Added |
| Cary Street Partner Investment Advisory LLC | 509 | $288.9K | 0.12% | +23+4.7% | Added |
| Potomac Fund Management Inc | 515 | $292.4K | 0.01% | +140+37.3% | Added |
| GTS Securities LLC | 523 | $296.8K | 0.01% | +523 | New |
| Evergreen Capital Management LLC | 526 | $298.5K | 0.01% | +78+17.4% | Added |
| Parcion Private Wealth LLC | 529 | $300.2K | 0.02% | +529 | New |
| WBI Investments | 531 | $301.3K | 0.08% | +531 | New |
| Dorsey & Whitney Trust CO LLC | 532 | $301.9K | 0.02% | +15+2.9% | Added |
| Sage Mountain Advisors LLC | 537 | $304.7K | 0.02% | +4+0.8% | Added |