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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 3,202 | $1.82M | 0.18% | +2,295+253.0% | Added |
| Fairtree Asset Management (Pty) Ltd | 3,227 | $1.83M | 1.20% | +1,592+97.4% | Added |
| Stephens Inc | 3,272 | $1.86M | 0.02% | +106+3.3% | Added |
| Virtu Financial LLC | 3,280 | $1.86M | 0.10% | +3,280 | New |
| Fisher Asset Management, LLC | 3,295 | $1.87M | 0.00% | −183−5.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,300 | $1.87M | 0.96% | +21+0.6% | Added |
| Verdence Capital Advisors LLC | 3,435 | $1.88M | 0.11% | +170+5.2% | Added |
| GWM Advisors LLC | 3,349 | $1.90M | 0.01% | −483−12.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,366 | $1.91M | 0.45% | −889−20.9% | Reduced |
| Apollon Wealth Management, LLC | 3,434 | $1.95M | 0.03% | −269−7.3% | Reduced |
| Americana Partners, LLC | 3,438 | $1.95M | 0.06% | −938−21.4% | Reduced |
| Janney Montgomery Scott LLC | 3,455 | $1.96M | 0.00% | +265+8.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,553 | $1.96M | 0.00% | +27+0.8% | Added |
| Bokf, NA | 3,461 | $1.96M | 0.03% | +22+0.6% | Added |
| Cumberland Partners Ltd | 3,500 | $1.99M | 0.13% | −3,500−50.0% | Reduced |
| New Mexico Educational Retirement Board | 3,500 | $1.99M | 0.06% | −200−5.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,509 | $1.99M | 0.02% | +480+15.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,512 | $1.99M | 0.01% | −2,638−42.9% | Reduced |
| Horizon Investments, LLC | 3,531 | $2.00M | 0.03% | +1,173+49.7% | Added |
| Vident Advisory, LLC | 3,557 | $2.02M | 0.02% | −4,294−54.7% | Reduced |
| Grove Bank & Trust | 3,561 | $2.02M | 0.24% | −347−8.9% | Reduced |
| Perbak Capital Partners LLP | 3,579 | $2.03M | 0.36% | −2,843−44.3% | Reduced |
| RSM US Wealth Management LLC | 3,584 | $2.03M | 0.03% | −204−5.4% | Reduced |
| Cornerstone Advisors, LLC | 3,600 | $2.04M | 0.07% | −800−18.2% | Reduced |
| ING Groep NV | 3,623 | $2.06M | 0.01% | −119−3.2% | Reduced |
| Canandaigua National Bank & Trust Co | 3,693 | $2.10M | 0.18% | +2+0.1% | Added |
| Shelton Capital Management | 3,731 | $2.12M | 0.05% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 3,745 | $2.13M | 1.16% | −9−0.2% | Reduced |
| Gotham Asset Management, LLC | 3,780 | $2.14M | 0.01% | +1,251+49.5% | Added |
| Gibbs Wealth Management | 3,784 | $2.15M | 0.49% | −573−13.2% | Reduced |
| Securian Asset Management, Inc | 3,801 | $2.16M | 0.06% | −329−8.0% | Reduced |
| Maryland State Retirement & Pension System | 3,802 | $2.16M | 0.05% | +147+4.0% | Added |
| Segment Wealth Management, LLC | 3,815 | $2.16M | 0.13% | +59+1.6% | Added |
| MAI Capital Management | 3,835 | $2.18M | 0.01% | −146−3.7% | Reduced |
| Plato Investment Management Ltd | 3,890 | $2.19M | 0.15% | +10+0.3% | Added |
| Gulf International Bank (UK) Ltd | 3,915 | $2.22M | 0.07% | −76−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,980 | $2.26M | 0.01% | +731+22.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,000 | $2.27M | 0.02% | +936+30.5% | Added |
| MV Capital Management, Inc. | 4,011 | $2.28M | 0.22% | −254−6.0% | Reduced |
| Fiduciary Trust Co | 4,045 | $2.29M | 0.03% | +80+2.0% | Added |
| Sumitomo Life Insurance Co | 4,045 | $2.30M | 0.07% | −79−1.9% | Reduced |
| WealthBridge Investment Counsel Inc. | 4,062 | $2.31M | 0.71% | +500+14.0% | Added |
| Simplex Trading, LLC | 4,069 | $2.31M | 0.05% | +4,069 | New |
| Louisiana State Employees Retirement System | 4,100 | $2.33M | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,115 | $2.33M | 0.06% | −36,681−89.9% | Reduced |
| US Bancorp | 4,123 | $2.34M | 0.00% | −138−3.2% | Reduced |
| Avanda Investment Management Pte. Ltd. | 4,150 | $2.35M | 1.85% | 00.0% | Unchanged |
| Andra AP-fonden | 4,200 | $2.38M | 0.03% | −22,500−84.3% | Reduced |
| Toroso Investments, LLC | 4,205 | $2.39M | 0.01% | −25−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 4,240 | $2.41M | 0.00% | −368−8.0% | Reduced |
| SG Americas Securities, LLC | 4,321 | $2.45M | 0.01% | +1,036+31.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,350 | $2.47M | 0.19% | +300+7.4% | Added |
| Value Partners Investments Inc. | 4,394 | $2.49M | 0.20% | −8−0.2% | Reduced |
| Palumbo Wealth Management LLC | 4,435 | $2.50M | 0.80% | +51+1.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,423 | $2.51M | 0.02% | +1,689+61.8% | Added |
| Delta Global Management LP | 4,439 | $2.52M | 0.18% | −36−0.8% | Reduced |
| Hartford Investment Management Co | 4,533 | $2.57M | 0.08% | −137−2.9% | Reduced |
| Allianz SE | 4,575 | $2.60M | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,585 | $2.60M | 0.02% | +2,759+151.1% | Added |
| Rockefeller Capital Management L.P. | 4,590 | $2.60M | 0.01% | +4,590 | New |
| Accurate Wealth Management, LLC | 4,732 | $2.62M | 0.35% | −121−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,677 | $2.65M | 0.01% | −50,110−91.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,697 | $2.66M | 1.06% | +172+3.8% | Added |
| Kentucky Retirement Systems | 4,722 | $2.68M | 0.07% | −148−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 4,752 | $2.70M | 0.06% | +99+2.1% | Added |
| Freedom Day Solutions, LLC | 4,767 | $2.70M | 0.73% | +86+1.8% | Added |
| Alamar Capital Management, LLC | 4,870 | $2.76M | 1.46% | −4−0.1% | Reduced |
| GAM Holding AG | 4,872 | $2.76M | 0.17% | 00.0% | Unchanged |
| Katamaran Capital LLP | 4,919 | $2.79M | 2.55% | +1,788+57.1% | Added |
| Tema ETFs LLC | 4,920 | $2.79M | 0.23% | +1,798+57.6% | Added |
| Caisse de Depot Et Placement du Quebec | 5,072 | $2.88M | 0.01% | −10,787−68.0% | Reduced |
| Capital Group Private Client Services, Inc. | 5,103 | $2.90M | 0.05% | −15,147−74.8% | Reduced |
| Icon Wealth Advisors, LLC | 5,116 | $2.90M | 0.20% | −1,178−18.7% | Reduced |
| Norden Group LLC | 5,140 | $2.92M | 0.30% | +718+16.2% | Added |
| Norinchukin Bank, The | 5,204 | $2.95M | 0.04% | +17+0.3% | Added |
| Avanza Fonder AB | 5,415 | $3.07M | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 5,435 | $3.08M | 0.09% | −175−3.1% | Reduced |
| Meitav Dash Investments Ltd | 5,487 | $3.11M | 0.04% | +34+0.6% | Added |
| CIBC World Markets Inc. | 5,557 | $3.15M | 0.01% | +405+7.9% | Added |
| Illinois Municipal Retirement Fund | 5,624 | $3.19M | 0.04% | +5,624 | New |
| Mizuho Securities USA LLC | 5,635 | $3.20M | 0.06% | +295+5.5% | Added |
| Sanctuary Advisors, LLC | 5,649 | $3.21M | 0.02% | +38+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,675 | $3.22M | 0.01% | −39,014−87.3% | Reduced |
| NEOS Investment Management LLC | 5,887 | $3.34M | 0.03% | +1,798+44.0% | Added |
| Empowered Funds, LLC | 6,105 | $3.46M | 0.03% | +1,258+26.0% | Added |
| Teachers Retirement System of the State of Kentucky | 6,129 | $3.48M | 0.03% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,210 | $3.52M | 0.39% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,481 | $3.68M | 0.51% | −704−9.8% | Reduced |
| PFG Advisors | 6,542 | $3.71M | 0.15% | +462+7.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 6,583 | $3.73M | 6.84% | +4,108+166.0% | Added |
| Knollwood Investment Advisory, LLC | 6,597 | $3.74M | 0.34% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,673 | $3.79M | 0.02% | +635+10.5% | Added |
| Tsai Capital Corp | 6,743 | $3.83M | 2.67% | +147+2.2% | Added |
| Merit Financial Group, LLC | 6,760 | $3.84M | 0.04% | −696−9.3% | Reduced |
| Tocqueville Asset Management L.P. | 6,946 | $3.94M | 0.06% | +1,865+36.7% | Added |
| Bulltick Wealth Management, LLC | 7,020 | $3.98M | 0.94% | 00.0% | Unchanged |
| Ethic Inc. | 7,043 | $4.00M | 0.07% | −140−1.9% | Reduced |
| First Foundation Advisors | 7,073 | $4.01M | 0.15% | −925−11.6% | Reduced |
| Wealthfront Advisers LLC | 7,357 | $4.17M | 0.01% | +509+7.4% | Added |
| Northwestern Mutual Wealth Management Co | 7,361 | $4.18M | 0.00% | +664+9.9% | Added |