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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 9,916 | $5.63M | 0.03% | +2,539+34.4% | Added |
| Mutual of America Capital Management LLC | 9,861 | $5.60M | 0.06% | +143+1.5% | Added |
| FourThought Financial Partners, LLC | 9,812 | $5.57M | 0.49% | +621+6.8% | Added |
| Jones Financial Companies LLLP | 9,811 | $5.55M | 0.00% | +2,049+26.4% | Added |
| Jackson Hill Advisors, LLC | 9,750 | $5.53M | 2.62% | −4,250−30.4% | Reduced |
| iA Global Asset Management Inc. | 9,704 | $5.51M | 0.08% | +1,541+18.9% | Added |
| Nissay Asset Management Corp | 9,690 | $5.50M | 0.03% | +65+0.7% | Added |
| Evoke Wealth, LLC | 9,523 | $5.40M | 0.11% | −338−3.4% | Reduced |
| Brinker Capital Investments, LLC | 9,460 | $5.37M | 0.04% | −924−8.9% | Reduced |
| Groupe la Francaise | 9,412 | $5.34M | 0.07% | −405−4.1% | Reduced |
| Westpac Banking Corp | 9,386 | $5.33M | 0.33% | −209−2.2% | Reduced |
| JustInvest LLC | 9,356 | $5.31M | 0.05% | −443−4.5% | Reduced |
| Janus Henderson Group PLC | 9,177 | $5.21M | 0.00% | −8−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 9,097 | $5.16M | 0.03% | +1,296+16.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,018 | $5.12M | 0.03% | +1,543+20.6% | Added |
| Manning & Napier Advisors LLC | 8,952 | $5.09M | 0.06% | −27,926−75.7% | Reduced |
| Hudson Bay Capital Management LP | 8,916 | $5.06M | 0.03% | +8,916 | New |
| Oregon Public Employees Retirement Fund | 8,881 | $5.04M | 0.07% | +2,163+32.2% | Added |
| M&T Bank Corp | 8,838 | $5.02M | 0.02% | −1,069−10.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,806 | $5.01M | 0.01% | −1,159−11.6% | Reduced |
| Vanderbilt University | 8,732 | $4.95M | 0.82% | +1,792+25.8% | Added |
| Yousif Capital Management, LLC | 8,700 | $4.94M | 0.05% | −401−4.4% | Reduced |
| Voleon Capital Management LP | 8,493 | $4.82M | 0.12% | +594+7.5% | Added |
| Pacer Advisors, Inc. | 8,448 | $4.79M | 0.01% | +2,061+32.3% | Added |
| Cetera Investment Advisers | 8,358 | $4.74M | 0.01% | +1,404+20.2% | Added |
| Logan Capital Management Inc | 8,294 | $4.71M | 0.20% | +1,352+19.5% | Added |
| BNP Paribas | 8,276 | $4.70M | 0.14% | +2,293+38.3% | Added |
| Bell Asset Management Ltd | 8,253 | $4.68M | 1.28% | −2,658−24.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 8,084 | $4.59M | 0.73% | +167+2.1% | Added |
| Verition Fund Management LLC | 8,031 | $4.56M | 0.03% | −1,106−12.1% | Reduced |
| Wormser Freres Gestion | 7,968 | $4.55M | 2.53% | +7,716+3,061.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,002 | $4.54M | 0.01% | −563−6.6% | Reduced |
| CWM Advisors, LLC | 7,809 | $4.43M | 0.43% | +352+4.7% | Added |
| Clear Harbor Asset Management, LLC | 7,779 | $4.41M | 0.31% | −155−2.0% | Reduced |
| Quadrature Capital Ltd | 7,674 | $4.36M | 0.05% | +7,674 | New |
| Allianz Asset Management GmbH | 7,630 | $4.33M | 0.01% | −9,169−54.6% | Reduced |
| UniSuper Management Pty Ltd | 7,588 | $4.31M | 0.03% | +981+14.8% | Added |
| Roundview Capital LLC | 7,576 | $4.30M | 0.27% | +10+0.1% | Added |
| Advisors Asset Management, Inc. | 7,500 | $4.26M | 0.07% | +1,087+16.9% | Added |
| Northwestern Mutual Wealth Management Co | 7,361 | $4.18M | 0.00% | +664+9.9% | Added |
| Wealthfront Advisers LLC | 7,357 | $4.17M | 0.01% | +509+7.4% | Added |
| First Foundation Advisors | 7,073 | $4.01M | 0.15% | −925−11.6% | Reduced |
| Ethic Inc. | 7,043 | $4.00M | 0.07% | −140−1.9% | Reduced |
| Bulltick Wealth Management, LLC | 7,020 | $3.98M | 0.94% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6,946 | $3.94M | 0.06% | +1,865+36.7% | Added |
| Merit Financial Group, LLC | 6,760 | $3.84M | 0.04% | −696−9.3% | Reduced |
| Tsai Capital Corp | 6,743 | $3.83M | 2.67% | +147+2.2% | Added |
| Davenport & Co LLC | 6,673 | $3.79M | 0.02% | +635+10.5% | Added |
| Knollwood Investment Advisory, LLC | 6,597 | $3.74M | 0.34% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 6,583 | $3.73M | 6.84% | +4,108+166.0% | Added |
| PFG Advisors | 6,542 | $3.71M | 0.15% | +462+7.6% | Added |
| Portside Wealth Group, LLC | 6,481 | $3.68M | 0.51% | −704−9.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,210 | $3.52M | 0.39% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,129 | $3.48M | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,105 | $3.46M | 0.03% | +1,258+26.0% | Added |
| NEOS Investment Management LLC | 5,887 | $3.34M | 0.03% | +1,798+44.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,675 | $3.22M | 0.01% | −39,014−87.3% | Reduced |
| Sanctuary Advisors, LLC | 5,649 | $3.21M | 0.02% | +38+0.7% | Added |
| Mizuho Securities USA LLC | 5,635 | $3.20M | 0.06% | +295+5.5% | Added |
| Illinois Municipal Retirement Fund | 5,624 | $3.19M | 0.04% | +5,624 | New |
| CIBC World Markets Inc. | 5,557 | $3.15M | 0.01% | +405+7.9% | Added |
| Meitav Dash Investments Ltd | 5,487 | $3.11M | 0.04% | +34+0.6% | Added |
| Evelyn Partners Investment Management LLP | 5,435 | $3.08M | 0.09% | −175−3.1% | Reduced |
| Avanza Fonder AB | 5,415 | $3.07M | 0.08% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,204 | $2.95M | 0.04% | +17+0.3% | Added |
| Norden Group LLC | 5,140 | $2.92M | 0.30% | +718+16.2% | Added |
| Icon Wealth Advisors, LLC | 5,116 | $2.90M | 0.20% | −1,178−18.7% | Reduced |
| Capital Group Private Client Services, Inc. | 5,103 | $2.90M | 0.05% | −15,147−74.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,072 | $2.88M | 0.01% | −10,787−68.0% | Reduced |
| Tema ETFs LLC | 4,920 | $2.79M | 0.23% | +1,798+57.6% | Added |
| Katamaran Capital LLP | 4,919 | $2.79M | 2.55% | +1,788+57.1% | Added |
| GAM Holding AG | 4,872 | $2.76M | 0.17% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 4,870 | $2.76M | 1.46% | −4−0.1% | Reduced |
| Freedom Day Solutions, LLC | 4,767 | $2.70M | 0.73% | +86+1.8% | Added |
| E. Ohman J:or Asset Management AB | 4,752 | $2.70M | 0.06% | +99+2.1% | Added |
| Kentucky Retirement Systems | 4,722 | $2.68M | 0.07% | −148−3.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,697 | $2.66M | 1.06% | +172+3.8% | Added |
| Jacobs Levy Equity Management, Inc | 4,677 | $2.65M | 0.01% | −50,110−91.5% | Reduced |
| Accurate Wealth Management, LLC | 4,732 | $2.62M | 0.35% | −121−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 4,590 | $2.60M | 0.01% | +4,590 | New |
| HB Wealth Management, LLC | 4,585 | $2.60M | 0.02% | +2,759+151.1% | Added |
| Allianz SE | 4,575 | $2.60M | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 4,533 | $2.57M | 0.08% | −137−2.9% | Reduced |
| Delta Global Management LP | 4,439 | $2.52M | 0.18% | −36−0.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,423 | $2.51M | 0.02% | +1,689+61.8% | Added |
| Palumbo Wealth Management LLC | 4,435 | $2.50M | 0.80% | +51+1.2% | Added |
| Value Partners Investments Inc. | 4,394 | $2.49M | 0.20% | −8−0.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,350 | $2.47M | 0.19% | +300+7.4% | Added |
| SG Americas Securities, LLC | 4,321 | $2.45M | 0.01% | +1,036+31.5% | Added |
| Commonwealth Equity Services, LLC | 4,240 | $2.41M | 0.00% | −368−8.0% | Reduced |
| Toroso Investments, LLC | 4,205 | $2.39M | 0.01% | −25−0.6% | Reduced |
| Andra AP-fonden | 4,200 | $2.38M | 0.03% | −22,500−84.3% | Reduced |
| Avanda Investment Management Pte. Ltd. | 4,150 | $2.35M | 1.85% | 00.0% | Unchanged |
| US Bancorp | 4,123 | $2.34M | 0.00% | −138−3.2% | Reduced |
| Quantbot Technologies LP | 4,115 | $2.33M | 0.06% | −36,681−89.9% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $2.33M | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,069 | $2.31M | 0.05% | +4,069 | New |
| WealthBridge Investment Counsel Inc. | 4,062 | $2.31M | 0.71% | +500+14.0% | Added |
| Sumitomo Life Insurance Co | 4,045 | $2.30M | 0.07% | −79−1.9% | Reduced |
| Fiduciary Trust Co | 4,045 | $2.29M | 0.03% | +80+2.0% | Added |