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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $2.27K | 0.00% | +1+33.3% | Added |
| UMA Financial Services, Inc. | 4 | $2.27K | 0.00% | +4 | New |
| Corsicana & Co. | 4 | $2.27K | 0.00% | +4 | New |
| Guerra Advisors Inc | 4 | $2.27K | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $1.71K | 0.00% | +3 | New |
| ZRC Wealth Management, LLC | 3 | $1.70K | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $1.70K | 0.00% | −8−72.7% | Reduced |
| High Note Wealth, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $1.70K | 0.00% | +1+50.0% | Added |
| United Community Bank | 3 | $1.70K | 0.00% | +3 | New |
| Wealth Watch Advisors, INC | 3 | $1.70K | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Bullock Wealth Management Group | 1 | $572 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $568 | 0.00% | −1−50.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $568 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $568 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $568 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $568 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $567 | 0.00% | −168−99.4% | Reduced |
| Creative Financial Designs Inc | 1 | $567 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $567 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $567 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $567 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $567 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $558 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 61 | $105 | 0.00% | −11−15.3% | Reduced |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −154,778−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −140,521−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,559−100.0% | Sold out |
| Coalescence Partners Investment Management, LP | 0 | $0 | 0.00% | −38,556−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −31,405−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,801−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −25,574−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −23,590−100.0% | Sold out |
| Spence Asset Management | 0 | $0 | 0.00% | −23,125−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −21,752−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −19,695−100.0% | Sold out |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −17,477−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,702−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −14,970−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,696−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,823−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −10,594−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,211−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,680−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,161−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,147−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −8,635−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,867−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −6,289−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,402−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,248−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −4,817−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,372−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,492−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,186−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −2,077−100.0% | Sold out |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |