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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
Apeiron RIA LLC557$305.5K0.07%−245−30.5%Reduced
Wealth Alliance546$309.8K0.03%−14−2.5%Reduced
Optivise Advisory Services LLC547$310.2K0.18%−21−3.7%Reduced
Robertson Stephens Wealth Management, LLC551$312.6K0.01%−31−5.3%Reduced
Fullcircle Wealth LLC545$313.3K0.11%−1−0.2%Reduced
Sowell Financial Services LLC556$315.6K0.01%+6+1.1%Added
Jackson Thornton Asset Management, LLC560$317.5K0.03%+560New
Capital Advisors, Ltd. LLC563$319.0K0.04%+44+8.5%Added
PDS Planning, Inc568$322.3K0.02%+36+6.8%Added
Fenimore Asset Management Inc572$324.6K0.01%00.0%Unchanged
Aigen Investment Management, LP573$325.1K0.05%+573New
Weaver Capital Management LLC574$325.7K0.07%−13−2.2%Reduced
DSG Capital Advisors, LLC576$326.8K0.05%00.0%Unchanged
Savant Capital, LLC577$327.4K0.00%+176+43.9%Added
Erste Asset Management GmbH577$328.3K0.00%−1,030−64.1%Reduced
Citadel Investment Advisory, Inc.580$329.0K0.15%00.0%Unchanged
Fielder Capital Group LLC581$329.7K0.08%−27−4.4%Reduced
Dai-Ichi Life Insurance Company, Ltd583$330.8K0.01%00.0%Unchanged
Blue Barn Wealth, LLC587$333.1K0.15%−6−1.0%Reduced
Baader Bank INC781$333.5K0.03%+781New
Gryphon Financial Partners LLC588$333.9K0.04%+588New
Archetype Wealth Partners588$334.0K0.04%+588New
Caerus Investment Advisors, LLC592$335.9K0.14%+592New
Axxcess Wealth Management, LLC597$338.6K0.01%+6+1.0%Added
Journey Strategic Wealth LLC598$339.2K0.01%+77+14.8%Added
Sava Infond d.o.o.600$340.4K0.05%−300−33.3%Reduced
Whittier Trust Co of Nevada Inc609$341.1K0.01%+26+4.5%Added
Counterpoint Mutual Funds LLC602$341.6K0.03%+602New
Empower Advisory Group, LLC605$343.3K0.00%−18,022−96.8%Reduced
Farther Finance Advisors, LLC605$343.3K0.01%+53+9.6%Added
Chilton Investment Co LLC607$344.4K0.01%00.0%Unchanged
Sagespring Wealth Partners, LLC608$344.9K0.01%+51+9.2%Added
Forum Financial Management, LP616$349.5K0.00%+73+13.4%Added
Connecticut Wealth Management, LLC616$349.5K0.02%−65−9.5%Reduced
Bourgeon Capital Management LLC618$350.7K0.06%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt621$352.4K0.01%−100−13.9%Reduced
Keel Point, LLC622$352.7K0.02%+18+3.0%Added
World Equity Group, Inc.626$355.2K0.08%+124+24.7%Added
Blair William & Co629$356.9K0.00%−563−47.2%Reduced
Prelude Capital Management, LLC633$359.2K0.03%−284−31.0%Reduced
JSF Financial, LLC633$359.2K0.08%00.0%Unchanged
Permanent Capital Management, LP636$360.9K0.07%+636New
Meridian Wealth Management, LLC639$362.4K0.01%−113−15.0%Reduced
Waddell & Associates, LLC645$366.0K0.03%+154+31.4%Added
Roberts Capital Advisors, LLC646$366.5K0.41%−647−50.0%Reduced
Net Worth Advisory Group651$369.3K0.11%−44−6.3%Reduced
Sigma Planning Corp654$371.1K0.01%+103+18.7%Added
Valeo Financial Advisors, LLC658$373.4K0.01%−34−4.9%Reduced
GWN Securities Inc.658$373.5K0.09%−314−32.3%Reduced
McElhenny Sheffield Capital Management, LLC660$374.5K0.09%−174−20.9%Reduced
Versant Capital Management, Inc667$378.5K0.05%+586+723.5%Added
Crestwood Advisors Group LLC669$379.5K0.01%+9+1.4%Added
Lansforsakringar Fondforvaltning AB (publ)671$380.7K0.00%−42−5.9%Reduced
Aptus Capital Advisors, LLC672$381.3K0.00%−21−3.0%Reduced
Castleview Partners, LLC674$382.4K0.21%−15−2.2%Reduced
Guinness Asset Management LTD677$385.1K0.01%−60−8.1%Reduced
Cynosure Management, LLC685$388.7K0.04%00.0%Unchanged
Ramirez Asset Management, Inc.686$389.2K0.05%00.0%Unchanged
Beverly Hills Private Wealth, LLC689$390.9K0.07%00.0%Unchanged
Balyasny Asset Management LLC691$392.1K0.00%−575−45.4%Reduced
Warren Averett Asset Management, LLC692$392.6K0.00%+137+24.7%Added
PUREfi Wealth, LLC694$393.8K0.30%−3−0.4%Reduced
Security Financial Services, INC.697$395.5K0.06%+7+1.0%Added
Wealthspire Advisors, LLC704$399.4K0.00%−467−39.9%Reduced
Ameritas Investment Partners, Inc.705$400.0K0.01%−35−4.7%Reduced
Checchi Capital Advisers, LLC708$401.7K0.03%−36−4.8%Reduced
Pensionmark Financial Group, LLC709$402.3K0.01%−17−2.3%Reduced
Full Sail Capital, LLC712$404.0K0.02%+207+41.0%Added
Edmond de Rothschild Holding S.A.715$405.7K0.01%−11,746−94.3%Reduced
Commerzbank Aktiengesellschaft725$412.0K0.01%00.0%Unchanged
Prescott Group Capital Management, L.L.C.729$413.6K0.04%00.0%Unchanged
George Kaiser Family Foundation729$413.6K0.06%00.0%Unchanged
Fifth Third Wealth Advisors LLC730$414.2K0.02%−18−2.4%Reduced
Wrapmanager Inc731$414.8K0.13%−395−35.1%Reduced
Cigna Investments Inc734$417.0K0.06%−15−2.0%Reduced
Parallel Advisors, LLC736$417.9K0.01%−36−4.7%Reduced
Private Advisor Group, LLC743$421.2K0.00%+50+7.2%Added
Ascent Group, LLC743$421.7K0.01%+145+24.2%Added
Sustainable Growth Advisers, LP745$422.7K0.00%00.0%Unchanged
Mather Group, LLC.754$427.5K0.00%+3+0.4%Added
Jump Financial, LLC759$430.7K0.01%−28,938−97.4%Reduced
Hilltop Holdings Inc.760$431.2K0.02%+5+0.7%Added
Numerai GP LLC763$432.9K0.06%−1,537−66.8%Reduced
Elk River Wealth Management, LLC773$438.6K0.07%00.0%Unchanged
Dark Forest Capital Management LP776$440.3K0.02%−3,719−82.7%Reduced
Brown Brothers Harriman & Co779$442.0K0.00%+11+1.4%Added
Arkadios Wealth Advisors788$446.6K0.01%+268+51.5%Added
Advisory Services Network, LLC790$448.3K0.01%−204−20.5%Reduced
Clearstead Advisors, LLC797$452.2K0.01%−67−7.8%Reduced
Williams Jones Wealth Management, LLC.801$454.5K0.01%−20−2.4%Reduced
AdvisorShares Investments LLC810$459.6K0.08%−10−1.2%Reduced
Boit C F David810$459.6K0.21%00.0%Unchanged
Optimize Financial Inc811$460.2K0.24%+150+22.7%Added
Kathmere Capital Management, LLC812$460.7K0.03%−295−26.6%Reduced
Employees Retirement System of Texas815$462.0K0.00%+182+28.8%Added
Cresset Asset Management, LLC821$465.7K0.00%+118+16.8%Added
Integrated Investment Consultants, LLC825$468.1K0.08%−253−23.5%Reduced
Lombard Odier Asset Management (USA) Corp836$474.4K0.11%+836New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna839$476.1K0.19%−59−6.6%Reduced
Chicago Partners Investment Group LLC803$476.8K0.01%−32−3.8%Reduced