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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 1,546 | $877.2K | 0.17% | +1+0.1% | Added |
| Coldstream Capital Management Inc | 1,553 | $881.2K | 0.01% | +55+3.7% | Added |
| Eleva Capital SAS | 1,565 | $888.0K | 0.23% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,570 | $890.8K | 0.00% | −514−24.7% | Reduced |
| Ci Investments Inc. | 1,594 | $904.0K | 0.00% | −53−3.2% | Reduced |
| K.J. Harrison & Partners Inc | 1,614 | $905.1K | 0.13% | −3,000−65.0% | Reduced |
| Benin Management CORP | 1,598 | $906.7K | 0.21% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,600 | $907.9K | 0.16% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 1,601 | $908.4K | 0.82% | +1,601 | New |
| Schonfeld Strategic Advisors LLC | 1,620 | $919.2K | 0.01% | −38,317−95.9% | Reduced |
| Rakuten Investment Management, Inc. | 20,287 | $928.3K | 0.00% | +20,287 | New |
| Hohimer Wealth Management, LLC | 1,682 | $954.4K | 0.13% | +260+18.3% | Added |
| Ballentine Partners, LLC | 1,688 | $957.8K | 0.01% | +8+0.5% | Added |
| Citizens Financial Group Inc | 1,693 | $960.6K | 0.01% | −283−14.3% | Reduced |
| Harbor Capital Advisors, Inc. | 1,712 | $971.0K | 0.08% | −38−2.2% | Reduced |
| Park Avenue Securities LLC | 1,719 | $975.0K | 0.01% | +100+6.2% | Added |
| Gen-Wealth Partners Inc | 1,732 | $982.8K | 0.33% | +32+1.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,738 | $986.2K | 0.02% | −2,744−61.2% | Reduced |
| Kestra Advisory Services, LLC | 1,759 | $998.1K | 0.00% | −60−3.3% | Reduced |
| LVW Advisors, LLC | 1,764 | $1.00M | 0.10% | +73+4.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,767 | $1.00M | 0.13% | −88−4.7% | Reduced |
| Institute for Wealth Management, LLC. | 1,769 | $1.00M | 0.10% | +45+2.6% | Added |
| Stableford Capital II LLC | 1,784 | $1.01M | 0.37% | +7+0.4% | Added |
| Everence Capital Management Inc | 1,797 | $1.02M | 0.06% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,802 | $1.02M | 0.01% | −40−2.2% | Reduced |
| Three Seasons Wealth, LLC | 1,878 | $1.07M | 0.11% | +451+31.6% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.07M | 0.15% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,890 | $1.07M | 0.19% | −1,723−47.7% | Reduced |
| Keybank National Association | 1,908 | $1.08M | 0.00% | −72−3.6% | Reduced |
| Frank, Rimerman Advisors LLC | 1,908 | $1.08M | 0.07% | −36−1.9% | Reduced |
| Fulcrum Asset Management LLP | 1,924 | $1.09M | 0.30% | −54−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 1,952 | $1.11M | 0.02% | +1,952 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,979 | $1.12M | 0.07% | −88−4.3% | Reduced |
| MML Investors Services, LLC | 1,984 | $1.13M | 0.00% | +53+2.7% | Added |
| BDF-Gestion | 1,990 | $1.13M | 0.13% | −415−17.3% | Reduced |
| Transcend Wealth Collective, LLC | 2,024 | $1.15M | 0.08% | +13+0.6% | Added |
| Figure 8 Investment Strategies LLC | 2,032 | $1.15M | 1.03% | −18−0.9% | Reduced |
| Snowden Capital Advisors LLC | 2,043 | $1.16M | 0.03% | +156+8.3% | Added |
| QRG Capital Management, Inc. | 2,049 | $1.16M | 0.01% | −509−19.9% | Reduced |
| Groupama Asset Managment | 2,063 | $1.17M | 0.02% | −1,564−43.1% | Reduced |
| Quadrant Capital Group LLC | 2,079 | $1.18M | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,087 | $1.18M | 0.08% | +372+21.7% | Added |
| ProVise Management Group, LLC | 2,089 | $1.19M | 0.09% | −50−2.3% | Reduced |
| AE Wealth Management LLC | 2,120 | $1.20M | 0.01% | −93−4.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,129 | $1.21M | 0.21% | −24−1.1% | Reduced |
| Toth Financial Advisory Corp | 2,139 | $1.21M | 0.13% | +221+11.5% | Added |
| Principal Securities, Inc. | 2,158 | $1.22M | 0.02% | +221+11.4% | Added |
| Assetmark, Inc | 2,175 | $1.23M | 0.00% | +169+8.4% | Added |
| CAPROCK Group, Inc. | 2,188 | $1.24M | 0.03% | +2,188 | New |
| Donaldson Capital Management, LLC | 2,199 | $1.25M | 0.04% | −7,368−77.0% | Reduced |
| Ostrum Asset Management | 2,227 | $1.26M | 0.06% | +432+24.1% | Added |
| Change Path, LLC | 2,232 | $1.27M | 0.03% | −1,491−40.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,267 | $1.29M | 0.00% | −618−21.4% | Reduced |
| Malaga Cove Capital, LLC | 2,304 | $1.31M | 0.47% | +818+55.0% | Added |
| Cornercap Investment Counsel Inc | 2,340 | $1.33M | 0.66% | −35−1.5% | Reduced |
| Dakota Wealth Management | 2,343 | $1.33M | 0.03% | −298−11.3% | Reduced |
| City Holding Co | 2,363 | $1.34M | 0.17% | −302−11.3% | Reduced |
| Pictet Bank & Trust Ltd | 2,375 | $1.35M | 1.62% | +2,375 | New |
| Buckingham Strategic Partners | 2,351 | $1.35M | 0.02% | +33+1.4% | Added |
| Midwest Trust Co | 2,428 | $1.38M | 0.02% | −28−1.1% | Reduced |
| Dynasty Wealth Management, LLC | 2,452 | $1.39M | 0.02% | −1,266−34.1% | Reduced |
| Summit Trail Advisors, LLC | 2,454 | $1.39M | 0.02% | +1,458+146.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,465 | $1.40M | 0.02% | −3−0.1% | Reduced |
| Lincoln Capital LLC | 2,502 | $1.40M | 0.26% | −5−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 2,472 | $1.40M | 0.01% | −688−21.8% | Reduced |
| Capital Investment Advisory Services, LLC | 2,485 | $1.41M | 0.11% | +163+7.0% | Added |
| Nomura Holdings Inc | 2,487 | $1.41M | 0.01% | +1,910+331.0% | Added |
| Exchange Traded Concepts, LLC | 2,509 | $1.42M | 0.01% | +809+47.6% | Added |
| Fairbanks Capital Management, Inc. | 2,534 | $1.44M | 0.78% | +2+0.1% | Added |
| Bennett Selby Investments LP | 2,544 | $1.44M | 0.48% | +150+6.3% | Added |
| IFP Advisors, Inc | 2,552 | $1.45M | 0.04% | −233−8.4% | Reduced |
| Equitable Holdings, Inc. | 2,567 | $1.46M | 0.01% | +427+20.0% | Added |
| Davidson Kahn Capital Management, LLC | 2,573 | $1.46M | 0.81% | +472+22.5% | Added |
| NVWM, LLC | 2,603 | $1.48M | 0.33% | +194+8.1% | Added |
| Metis Global Partners, LLC | 2,630 | $1.49M | 0.04% | −148−5.3% | Reduced |
| Ritholtz Wealth Management | 2,657 | $1.51M | 0.03% | +1,790+206.5% | Added |
| Diversified Trust Co | 2,691 | $1.53M | 0.03% | −2,252−45.6% | Reduced |
| Pallas Capital Advisors LLC | 2,700 | $1.53M | 0.06% | −701−20.6% | Reduced |
| Cabot Wealth Management Inc | 2,709 | $1.54M | 0.17% | 00.0% | Unchanged |
| Allstate Corp | 2,761 | $1.57M | 0.04% | +2,761 | New |
| Callan Family Office, LLC | 2,762 | $1.57M | 0.05% | −865−23.8% | Reduced |
| Banco Santander, S.A. | 2,769 | $1.57M | 0.01% | +166+6.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 2,771 | $1.57M | 0.02% | −18,571−87.0% | Reduced |
| NewEdge Wealth, LLC | 2,752 | $1.57M | 0.02% | +413+17.7% | Added |
| Brighton Jones LLC | 2,786 | $1.58M | 0.04% | +394+16.5% | Added |
| Sequoia Financial Advisors, LLC | 2,787 | $1.58M | 0.01% | +227+8.9% | Added |
| Empirical Finance, LLC | 2,797 | $1.59M | 0.08% | +25+0.9% | Added |
| Trillium Asset Management, LLC | 2,812 | $1.59M | 0.04% | −344−10.9% | Reduced |
| Omers Administration Corp | 2,831 | $1.61M | 0.01% | 00.0% | Unchanged |
| Annandale Capital, LLC | 2,862 | $1.62M | 0.28% | +962+50.6% | Added |
| Brevan Howard Capital Management LP | 2,979 | $1.69M | 0.02% | −22,575−88.3% | Reduced |
| Fifth Third Bancorp | 2,991 | $1.70M | 0.01% | +25+0.8% | Added |
| Wolverine Trading, LLC | 3,029 | $1.72M | 0.03% | +3,029 | New |
| Essential Partners LLC | 3,050 | $1.73M | 0.57% | −57−1.8% | Reduced |
| Lido Advisors, LLC | 3,049 | $1.73M | 0.01% | +112+3.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,018 | $1.74M | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 3,093 | $1.76M | 0.06% | +3,027+4,586.4% | Added |
| Greenleaf Trust | 3,118 | $1.77M | 0.02% | −205−6.2% | Reduced |
| Interval Partners, LP | 3,151 | $1.79M | 0.04% | −1,463−31.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,178 | $1.80M | 0.01% | +1,582+99.1% | Added |