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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 7,500 | $4.26M | 0.07% | +1,087+16.9% | Added |
| Roundview Capital LLC | 7,576 | $4.30M | 0.27% | +10+0.1% | Added |
| UniSuper Management Pty Ltd | 7,588 | $4.31M | 0.03% | +981+14.8% | Added |
| Allianz Asset Management GmbH | 7,630 | $4.33M | 0.01% | −9,169−54.6% | Reduced |
| Quadrature Capital Ltd | 7,674 | $4.36M | 0.05% | +7,674 | New |
| Clear Harbor Asset Management, LLC | 7,779 | $4.41M | 0.31% | −155−2.0% | Reduced |
| CWM Advisors, LLC | 7,809 | $4.43M | 0.43% | +352+4.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,002 | $4.54M | 0.01% | −563−6.6% | Reduced |
| Wormser Freres Gestion | 7,968 | $4.55M | 2.53% | +7,716+3,061.9% | Added |
| Verition Fund Management LLC | 8,031 | $4.56M | 0.03% | −1,106−12.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 8,084 | $4.59M | 0.73% | +167+2.1% | Added |
| Bell Asset Management Ltd | 8,253 | $4.68M | 1.28% | −2,658−24.4% | Reduced |
| BNP Paribas | 8,276 | $4.70M | 0.14% | +2,293+38.3% | Added |
| Logan Capital Management Inc | 8,294 | $4.71M | 0.20% | +1,352+19.5% | Added |
| Cetera Investment Advisers | 8,358 | $4.74M | 0.01% | +1,404+20.2% | Added |
| Pacer Advisors, Inc. | 8,448 | $4.79M | 0.01% | +2,061+32.3% | Added |
| Voleon Capital Management LP | 8,493 | $4.82M | 0.12% | +594+7.5% | Added |
| Yousif Capital Management, LLC | 8,700 | $4.94M | 0.05% | −401−4.4% | Reduced |
| Vanderbilt University | 8,732 | $4.95M | 0.82% | +1,792+25.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,806 | $5.01M | 0.01% | −1,159−11.6% | Reduced |
| M&T Bank Corp | 8,838 | $5.02M | 0.02% | −1,069−10.8% | Reduced |
| Oregon Public Employees Retirement Fund | 8,881 | $5.04M | 0.07% | +2,163+32.2% | Added |
| Hudson Bay Capital Management LP | 8,916 | $5.06M | 0.03% | +8,916 | New |
| Manning & Napier Advisors LLC | 8,952 | $5.09M | 0.06% | −27,926−75.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,018 | $5.12M | 0.03% | +1,543+20.6% | Added |
| Swiss Life Asset Management Ltd | 9,097 | $5.16M | 0.03% | +1,296+16.6% | Added |
| Janus Henderson Group PLC | 9,177 | $5.21M | 0.00% | −8−0.1% | Reduced |
| JustInvest LLC | 9,356 | $5.31M | 0.05% | −443−4.5% | Reduced |
| Westpac Banking Corp | 9,386 | $5.33M | 0.33% | −209−2.2% | Reduced |
| Groupe la Francaise | 9,412 | $5.34M | 0.07% | −405−4.1% | Reduced |
| Brinker Capital Investments, LLC | 9,460 | $5.37M | 0.04% | −924−8.9% | Reduced |
| Evoke Wealth, LLC | 9,523 | $5.40M | 0.11% | −338−3.4% | Reduced |
| Nissay Asset Management Corp | 9,690 | $5.50M | 0.03% | +65+0.7% | Added |
| iA Global Asset Management Inc. | 9,704 | $5.51M | 0.08% | +1,541+18.9% | Added |
| Jackson Hill Advisors, LLC | 9,750 | $5.53M | 2.62% | −4,250−30.4% | Reduced |
| Jones Financial Companies LLLP | 9,811 | $5.55M | 0.00% | +2,049+26.4% | Added |
| FourThought Financial Partners, LLC | 9,812 | $5.57M | 0.49% | +621+6.8% | Added |
| Mutual of America Capital Management LLC | 9,861 | $5.60M | 0.06% | +143+1.5% | Added |
| Alps Advisors Inc | 9,916 | $5.63M | 0.03% | +2,539+34.4% | Added |
| Fortis Capital Management LLC | 10,123 | $5.74M | 0.81% | +802+8.6% | Added |
| Woodline Partners LP | 10,224 | $5.80M | 0.03% | +1,855+22.2% | Added |
| New York Life Investment Management LLC | 10,483 | $5.95M | 0.05% | −19−0.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.55% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,547 | $5.98M | 0.05% | +6,100+137.2% | Added |
| Bank of Nova Scotia | 10,559 | $5.99M | 0.01% | −49,079−82.3% | Reduced |
| CIBC Bancorp USA Inc. | 10,674 | $6.06M | 0.04% | +10,674 | New |
| Brown Advisory Inc | 10,740 | $6.09M | 0.01% | −2,397−18.2% | Reduced |
| Advisors Capital Management, LLC | 10,756 | $6.10M | 0.08% | +175+1.7% | Added |
| Sterling Capital Management LLC | 10,860 | $6.16M | 0.09% | −3,441−24.1% | Reduced |
| Yacktman Asset Management LP | 10,900 | $6.18M | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10,938 | $6.21M | 0.09% | +10,636+3,521.9% | Added |
| State of Alaska, Department of Revenue | 11,033 | $6.26M | 0.06% | −232−2.1% | Reduced |
| Jensen Investment Management Inc | 11,050 | $6.27M | 0.08% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 11,120 | $6.31M | 0.04% | −1,089−8.9% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,170 | $6.34M | 3.74% | +11,170 | New |
| Qube Research & Technologies Ltd | 11,230 | $6.37M | 0.01% | −339,508−96.8% | Reduced |
| 2Xideas AG | 11,428 | $6.48M | 1.37% | −2,467−17.8% | Reduced |
| Pinebridge Investments, L.P. | 11,520 | $6.54M | 0.05% | +11,520 | New |
| Mercer Global Advisors Inc | 11,541 | $6.55M | 0.01% | +2,047+21.6% | Added |
| LGT Group Foundation | 11,929 | $6.59M | 0.08% | +2,528+26.9% | Added |
| Comgest Global Investors S.A.S. | 11,672 | $6.62M | 0.12% | +11,672 | New |
| AMG National Trust Bank | 11,771 | $6.68M | 0.16% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 11,788 | $6.69M | 1.15% | −587−4.7% | Reduced |
| KBC Group NV | 11,819 | $6.71M | 0.02% | +311+2.7% | Added |
| Teacher Retirement System of Texas | 11,940 | $6.77M | 0.03% | −20,958−63.7% | Reduced |
| Pathstone Holdings, LLC | 11,968 | $6.79M | 0.03% | +456+4.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,122 | $6.88M | 0.06% | +674+5.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,228 | $6.94M | 0.02% | +3,346+37.7% | Added |
| Boston Trust Walden Corp | 12,342 | $7.00M | 0.05% | +245+2.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,346 | $7.01M | 0.58% | −1,258−9.2% | Reduced |
| Truist Financial Corp | 12,364 | $7.02M | 0.01% | −209−1.7% | Reduced |
| Utah Retirement Systems | 12,411 | $7.04M | 0.07% | −100−0.8% | Reduced |
| Silvant Capital Management LLC | 12,428 | $7.05M | 0.24% | −1,175−8.6% | Reduced |
| Middleton & Co Inc | 12,530 | $7.11M | 0.77% | +95+0.8% | Added |
| Thematics Asset Management | 12,742 | $7.23M | 0.33% | −604−4.5% | Reduced |
| CIBC Asset Management Inc | 12,744 | $7.23M | 0.02% | +20.0% | Added |
| Prudential PLC | 13,108 | $7.44M | 0.05% | +243+1.9% | Added |
| Daiwa Securities Group Inc. | 13,108 | $7.44M | 0.03% | −9,682−42.5% | Reduced |
| USS Investment Management Ltd | 13,221 | $7.50M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 13,226 | $7.50M | 0.09% | −1,605−10.8% | Reduced |
| Ascent Wealth Partners, LLC | 13,337 | $7.57M | 0.88% | −169−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,177 | $8.04M | 0.07% | −2,494−15.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,210 | $8.06M | 0.07% | +1,800+14.5% | Added |
| Ownership Capital B.V. | 14,321 | $8.13M | 4.57% | −119,645−89.3% | Reduced |
| Montanaro Asset Management Ltd | 14,350 | $8.14M | 2.03% | +1,600+12.5% | Added |
| Sustainable Insight Capital Management, LLC | 14,360 | $8.15M | 2.56% | +7,055+96.6% | Added |
| DnB Asset Management AS | 14,397 | $8.17M | 0.03% | +281+2.0% | Added |
| Heron Bay Capital Management | 14,507 | $8.23M | 1.54% | +2,869+24.7% | Added |
| IFM Investors Pty Ltd | 14,618 | $8.27M | 0.07% | +50+0.3% | Added |
| CWM, LLC | 14,570 | $8.27M | 0.02% | +3,761+34.8% | Added |
| Scotia Capital Inc. | 14,602 | $8.29M | 0.04% | +1,328+10.0% | Added |
| Xponance, Inc. | 14,853 | $8.43M | 0.07% | −286−1.9% | Reduced |
| Threadgill Financial, LLC | 14,859 | $8.43M | 4.09% | +53+0.4% | Added |
| First Horizon Corp | 14,859 | $8.43M | 0.40% | +14,859 | New |
| Dash Acquisitions Inc. | 14,958 | $8.49M | 1.68% | +7,613+103.6% | Added |
| Strategic Global Advisors, LLC | 15,229 | $8.64M | 1.31% | −259−1.7% | Reduced |
| Progressive Investment Management Corp | 15,445 | $8.76M | 2.13% | −148−0.9% | Reduced |
| Nutshell Asset Management Ltd | 15,553 | $8.82M | 4.21% | +197+1.3% | Added |
| ProShare Advisors LLC | 15,602 | $8.85M | 0.02% | −2,560−14.1% | Reduced |
| Pictet & Cie (Europe) SA | 15,665 | $8.89M | 0.18% | +15,665 | New |