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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 859 | $487.4K | 0.02% | +17+2.0% | Added |
| Savvy Advisors, Inc. | 861 | $488.5K | 0.02% | +346+67.2% | Added |
| Catalytic Wealth RIA, LLC | 861 | $488.5K | 0.02% | +466+118.0% | Added |
| Salvus Wealth Management, LLC | 867 | $491.9K | 0.27% | +48+5.9% | Added |
| Tower Research Capital LLC (TRC) | 872 | $494.8K | 0.01% | −1,825−67.7% | Reduced |
| Ellevest, Inc. | 876 | $497.1K | 0.07% | +98+12.6% | Added |
| Element Capital Management LLC | 880 | $499.3K | 0.71% | +880 | New |
| Tandem Investment Advisors, Inc. | 894 | $507.0K | 0.02% | +894 | New |
| Inceptionr LLC | 903 | $512.4K | 0.12% | −1,520−62.7% | Reduced |
| Trust Asset Management LLC | 905 | $513.5K | 0.04% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 912 | $517.5K | 0.11% | +37+4.2% | Added |
| Hamilton Capital Partners Inc. | 918 | $520.9K | 0.02% | +448+95.3% | Added |
| Kames Capital plc | 920 | $522.1K | 0.01% | +240+35.3% | Added |
| Moran Wealth Management, LLC | 935 | $530.5K | 0.02% | −67−6.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 943 | $535.3K | 0.00% | −267−22.1% | Reduced |
| Peapack Gladstone Financial Corp | 952 | $540.0K | 0.01% | +8+0.8% | Added |
| Perigon Wealth Management, LLC | 961 | $545.3K | 0.01% | +286+42.4% | Added |
| Evercore Wealth Management, LLC | 969 | $549.8K | 0.01% | −30−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 976 | $554.0K | 0.01% | −47−4.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 980 | $556.2K | 0.13% | +23+2.4% | Added |
| Birinyi Associates Inc | 1,000 | $567.0K | 0.14% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $567.4K | 0.09% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,000 | $567.4K | 0.19% | +97+10.7% | Added |
| HighPoint Advisor Group LLC | 1,002 | $568.6K | 0.03% | −228−18.5% | Reduced |
| Vise Technologies, Inc. | 1,004 | $569.9K | 0.02% | −56−5.3% | Reduced |
| Bradley Foster & Sargent Inc | 1,008 | $571.9K | 0.01% | −35−3.4% | Reduced |
| D.A. Davidson & Co. | 1,029 | $584.1K | 0.00% | +4+0.4% | Added |
| Centaurus Financial, Inc. | 1,034 | $587.0K | 0.03% | +108+11.7% | Added |
| Krilogy Financial LLC | 1,034 | $591.4K | 0.02% | +1,034 | New |
| Huntington National Bank | 1,054 | $598.0K | 0.00% | +277+35.6% | Added |
| Allworth Financial LP | 1,056 | $599.3K | 0.00% | +691+189.3% | Added |
| Stanley-Laman Group, Ltd. | 1,058 | $600.3K | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,060 | $601.5K | 0.01% | −647−37.9% | Reduced |
| Gilbert & Cook, Inc. | 1,063 | $603.2K | 0.08% | +63+6.3% | Added |
| Birch Financial Group, LLC | 1,066 | $605.0K | 0.36% | +40+3.9% | Added |
| Steel Peak Wealth Management LLC | 1,080 | $612.8K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,081 | $613.4K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,086 | $616.2K | 0.04% | +148+15.8% | Added |
| Smartleaf Asset Management LLC | 1,090 | $620.2K | 0.04% | +520+91.2% | Added |
| LGT Fund Management Co Ltd. | 1,128 | $623.3K | 0.05% | −2,610−69.8% | Reduced |
| Sivia Capital Partners, LLC | 1,100 | $624.2K | 0.18% | +48+4.6% | Added |
| Alken Asset Management Ltd. | 1,100 | $626.0K | 1.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,107 | $628.1K | 0.02% | +21+1.9% | Added |
| Unified Investment Management | 1,119 | $635.0K | 0.63% | +1,119 | New |
| SFMG, LLC | 1,125 | $638.3K | 0.04% | +400+55.2% | Added |
| Pinnacle Associates Ltd | 1,126 | $638.9K | 0.01% | −10−0.9% | Reduced |
| Global X Japan Co., Ltd. | 1,137 | $645.1K | 0.06% | +1,117+5,585.0% | Added |
| Flputnam Investment Management Co | 1,144 | $649.1K | 0.01% | −2−0.2% | Reduced |
| Quantitative Investment Management, LLC | 1,146 | $650.0K | 0.09% | +710+162.8% | Added |
| Sompo Asset Management Co., Ltd. | 1,150 | $652.5K | 0.11% | −400−25.8% | Reduced |
| Walleye Capital LLC | 1,160 | $658.2K | 0.01% | −17,174−93.7% | Reduced |
| Union Bancaire Privee, UBP SA | 1,179 | $666.6K | 0.01% | +343+41.0% | Added |
| Montag A & Associates Inc | 1,179 | $669.0K | 0.03% | −600−33.7% | Reduced |
| Syon Capital LLC | 1,191 | $675.8K | 0.04% | +227+23.5% | Added |
| Fidelis Capital Partners, LLC | 1,203 | $682.3K | 0.05% | +9+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 1,208 | $685.1K | 0.00% | −72−5.6% | Reduced |
| One Wealth Capital Management, LLC | 1,221 | $692.8K | 0.31% | −53−4.2% | Reduced |
| Signaturefd, LLC | 1,243 | $705.4K | 0.01% | −1−0.1% | Reduced |
| NorthRock Partners, LLC | 1,254 | $711.5K | 0.01% | −163−11.5% | Reduced |
| Leonteq Securities AG | 1,266 | $718.3K | 0.04% | −294−18.8% | Reduced |
| Cypress Asset Management Inc | 1,282 | $727.4K | 0.17% | −50−3.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,285 | $729.1K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,284 | $729.4K | 0.04% | +457+55.3% | Added |
| Diversify Advisory Services, LLC | 1,263 | $733.7K | 0.02% | +6+0.5% | Added |
| Creekmur Asset Management LLC | 1,310 | $743.4K | 0.12% | −737−36.0% | Reduced |
| Beacon Pointe Advisors, LLC | 1,321 | $749.3K | 0.01% | +422+46.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,321 | $749.7K | 0.18% | −82−5.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,321 | $750.0K | 0.00% | +1+0.1% | Added |
| WSFS Capital Management, LLC | 1,324 | $751.3K | 0.04% | −200−13.1% | Reduced |
| Liontrust Investment Partners LLP | 1,333 | $756.4K | 0.01% | +1,333 | New |
| Meeder Advisory Services, Inc. | 1,334 | $757.1K | 0.04% | −253−15.9% | Reduced |
| BAM Wealth Management, LLC | 1,352 | $767.1K | 0.59% | +1,352 | New |
| GAMMA Investing LLC | 1,355 | $768.8K | 0.04% | +329+32.1% | Added |
| Mission Wealth Management, LP | 1,357 | $770.0K | 0.02% | −13−0.9% | Reduced |
| Wallace Advisory Group, LLC | 1,336 | $770.5K | 0.62% | −331−19.9% | Reduced |
| Signet Financial Management, LLC | 1,388 | $787.6K | 0.09% | +26+1.9% | Added |
| Wedmont Private Capital | 1,386 | $788.8K | 0.03% | +16+1.2% | Added |
| Empirical Asset Management, LLC | 1,392 | $789.8K | 0.22% | +193+16.1% | Added |
| RB Capital Management, LLC | 1,396 | $792.2K | 0.17% | −48−3.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,405 | $797.2K | 0.04% | +30+2.2% | Added |
| SBI Securities Co., Ltd. | 1,415 | $802.9K | 0.02% | −14−1.0% | Reduced |
| Wetherby Asset Management Inc | 1,424 | $808.0K | 0.03% | +17+1.2% | Added |
| Kestra Investment Management, LLC | 1,429 | $810.5K | 0.02% | −615−30.1% | Reduced |
| Skopos Labs, Inc. | 1,419 | $817.4K | 0.11% | +6+0.4% | Added |
| Polymer Capital Management (US) LLC | 1,448 | $821.6K | 0.11% | +636+78.3% | Added |
| Vestcor Inc | 1,451 | $823.0K | 0.02% | −205−12.4% | Reduced |
| BlueSpruce Investments, LP | 1,461 | $829.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,463 | $830.4K | 0.03% | +58+4.1% | Added |
| Guggenheim Capital LLC | 1,473 | $835.8K | 0.01% | −137−8.5% | Reduced |
| Boreal Capital Management LLC | 1,473 | $835.8K | 0.67% | +316+27.3% | Added |
| Atomi Financial Group, Inc. | 1,476 | $837.4K | 0.03% | +98+7.1% | Added |
| Two Sigma Securities, LLC | 1,477 | $838.1K | 0.12% | +914+162.3% | Added |
| MUFG Securities EMEA plc | 1,481 | $840.3K | 0.02% | +1,252+546.7% | Added |
| Gries Financial LLC | 1,493 | $846.9K | 0.13% | −12−0.8% | Reduced |
| TownSquare Capital, LLC | 1,512 | $857.9K | 0.13% | −2,690−64.0% | Reduced |
| Delta Investment Management, LLC | 1,515 | $859.7K | 0.15% | −2,068−57.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,518 | $863.6K | 0.04% | +240+18.8% | Added |
| J. Safra Sarasin Holding AG | 1,538 | $872.7K | 0.01% | −1,705−52.6% | Reduced |
| Fred Alger Management, LLC | 1,540 | $873.8K | 0.00% | −6,122−79.9% | Reduced |
| Diversify Wealth Management, LLC | 1,509 | $876.8K | 0.05% | −176−10.4% | Reduced |