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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 4,011 | $2.28M | 0.22% | −254−6.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,000 | $2.27M | 0.02% | +936+30.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,980 | $2.26M | 0.01% | +731+22.5% | Added |
| Gulf International Bank (UK) Ltd | 3,915 | $2.22M | 0.07% | −76−1.9% | Reduced |
| Plato Investment Management Ltd | 3,890 | $2.19M | 0.15% | +10+0.3% | Added |
| MAI Capital Management | 3,835 | $2.18M | 0.01% | −146−3.7% | Reduced |
| Segment Wealth Management, LLC | 3,815 | $2.16M | 0.13% | +59+1.6% | Added |
| Maryland State Retirement & Pension System | 3,802 | $2.16M | 0.05% | +147+4.0% | Added |
| Securian Asset Management, Inc | 3,801 | $2.16M | 0.06% | −329−8.0% | Reduced |
| Gibbs Wealth Management | 3,784 | $2.15M | 0.49% | −573−13.2% | Reduced |
| Gotham Asset Management, LLC | 3,780 | $2.14M | 0.01% | +1,251+49.5% | Added |
| Aurora Investment Managers, LLC. | 3,745 | $2.13M | 1.16% | −9−0.2% | Reduced |
| Shelton Capital Management | 3,731 | $2.12M | 0.05% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 3,693 | $2.10M | 0.18% | +2+0.1% | Added |
| ING Groep NV | 3,623 | $2.06M | 0.01% | −119−3.2% | Reduced |
| Cornerstone Advisors, LLC | 3,600 | $2.04M | 0.07% | −800−18.2% | Reduced |
| RSM US Wealth Management LLC | 3,584 | $2.03M | 0.03% | −204−5.4% | Reduced |
| Perbak Capital Partners LLP | 3,579 | $2.03M | 0.36% | −2,843−44.3% | Reduced |
| Grove Bank & Trust | 3,561 | $2.02M | 0.24% | −347−8.9% | Reduced |
| Vident Advisory, LLC | 3,557 | $2.02M | 0.02% | −4,294−54.7% | Reduced |
| Horizon Investments, LLC | 3,531 | $2.00M | 0.03% | +1,173+49.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,512 | $1.99M | 0.01% | −2,638−42.9% | 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 |
| Cumberland Partners Ltd | 3,500 | $1.99M | 0.13% | −3,500−50.0% | Reduced |
| Bokf, NA | 3,461 | $1.96M | 0.03% | +22+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 3,553 | $1.96M | 0.00% | +27+0.8% | Added |
| Janney Montgomery Scott LLC | 3,455 | $1.96M | 0.00% | +265+8.3% | Added |
| Americana Partners, LLC | 3,438 | $1.95M | 0.06% | −938−21.4% | Reduced |
| Apollon Wealth Management, LLC | 3,434 | $1.95M | 0.03% | −269−7.3% | Reduced |
| Alliance Wealth Advisors, LLC | 3,366 | $1.91M | 0.45% | −889−20.9% | Reduced |
| GWM Advisors LLC | 3,349 | $1.90M | 0.01% | −483−12.6% | Reduced |
| Verdence Capital Advisors LLC | 3,435 | $1.88M | 0.11% | +170+5.2% | Added |
| Trivant Custom Portfolio Group, LLC | 3,300 | $1.87M | 0.96% | +21+0.6% | Added |
| Fisher Asset Management, LLC | 3,295 | $1.87M | 0.00% | −183−5.3% | Reduced |
| Virtu Financial LLC | 3,280 | $1.86M | 0.10% | +3,280 | New |
| Stephens Inc | 3,272 | $1.86M | 0.02% | +106+3.3% | Added |
| Fairtree Asset Management (Pty) Ltd | 3,227 | $1.83M | 1.20% | +1,592+97.4% | Added |
| Azzad Asset Management Inc | 3,202 | $1.82M | 0.18% | +2,295+253.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,178 | $1.80M | 0.01% | +1,582+99.1% | Added |
| Interval Partners, LP | 3,151 | $1.79M | 0.04% | −1,463−31.7% | Reduced |
| Greenleaf Trust | 3,118 | $1.77M | 0.02% | −205−6.2% | Reduced |
| Spire Wealth Management | 3,093 | $1.76M | 0.06% | +3,027+4,586.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,018 | $1.74M | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,049 | $1.73M | 0.01% | +112+3.8% | Added |
| Essential Partners LLC | 3,050 | $1.73M | 0.57% | −57−1.8% | Reduced |
| Wolverine Trading, LLC | 3,029 | $1.72M | 0.03% | +3,029 | New |
| Fifth Third Bancorp | 2,991 | $1.70M | 0.01% | +25+0.8% | Added |
| Brevan Howard Capital Management LP | 2,979 | $1.69M | 0.02% | −22,575−88.3% | Reduced |
| Annandale Capital, LLC | 2,862 | $1.62M | 0.28% | +962+50.6% | Added |
| Omers Administration Corp | 2,831 | $1.61M | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,812 | $1.59M | 0.04% | −344−10.9% | Reduced |
| Empirical Finance, LLC | 2,797 | $1.59M | 0.08% | +25+0.9% | Added |
| Sequoia Financial Advisors, LLC | 2,787 | $1.58M | 0.01% | +227+8.9% | Added |
| Brighton Jones LLC | 2,786 | $1.58M | 0.04% | +394+16.5% | Added |
| NewEdge Wealth, LLC | 2,752 | $1.57M | 0.02% | +413+17.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 2,771 | $1.57M | 0.02% | −18,571−87.0% | Reduced |
| Banco Santander, S.A. | 2,769 | $1.57M | 0.01% | +166+6.4% | Added |
| Callan Family Office, LLC | 2,762 | $1.57M | 0.05% | −865−23.8% | Reduced |
| Allstate Corp | 2,761 | $1.57M | 0.04% | +2,761 | New |
| Cabot Wealth Management Inc | 2,709 | $1.54M | 0.17% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,700 | $1.53M | 0.06% | −701−20.6% | Reduced |
| Diversified Trust Co | 2,691 | $1.53M | 0.03% | −2,252−45.6% | Reduced |
| Ritholtz Wealth Management | 2,657 | $1.51M | 0.03% | +1,790+206.5% | Added |
| Metis Global Partners, LLC | 2,630 | $1.49M | 0.04% | −148−5.3% | Reduced |
| NVWM, LLC | 2,603 | $1.48M | 0.33% | +194+8.1% | Added |
| Davidson Kahn Capital Management, LLC | 2,573 | $1.46M | 0.81% | +472+22.5% | Added |
| Equitable Holdings, Inc. | 2,567 | $1.46M | 0.01% | +427+20.0% | Added |
| IFP Advisors, Inc | 2,552 | $1.45M | 0.04% | −233−8.4% | Reduced |
| Bennett Selby Investments LP | 2,544 | $1.44M | 0.48% | +150+6.3% | Added |
| Fairbanks Capital Management, Inc. | 2,534 | $1.44M | 0.78% | +2+0.1% | Added |
| Exchange Traded Concepts, LLC | 2,509 | $1.42M | 0.01% | +809+47.6% | Added |
| Nomura Holdings Inc | 2,487 | $1.41M | 0.01% | +1,910+331.0% | Added |
| Capital Investment Advisory Services, LLC | 2,485 | $1.41M | 0.11% | +163+7.0% | Added |
| Integrated Wealth Concepts LLC | 2,472 | $1.40M | 0.01% | −688−21.8% | Reduced |
| Lincoln Capital LLC | 2,502 | $1.40M | 0.26% | −5−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,465 | $1.40M | 0.02% | −3−0.1% | Reduced |
| Summit Trail Advisors, LLC | 2,454 | $1.39M | 0.02% | +1,458+146.4% | Added |
| Dynasty Wealth Management, LLC | 2,452 | $1.39M | 0.02% | −1,266−34.1% | Reduced |
| Midwest Trust Co | 2,428 | $1.38M | 0.02% | −28−1.1% | Reduced |
| Buckingham Strategic Partners | 2,351 | $1.35M | 0.02% | +33+1.4% | Added |
| Pictet Bank & Trust Ltd | 2,375 | $1.35M | 1.62% | +2,375 | New |
| City Holding Co | 2,363 | $1.34M | 0.17% | −302−11.3% | Reduced |
| Dakota Wealth Management | 2,343 | $1.33M | 0.03% | −298−11.3% | Reduced |
| Cornercap Investment Counsel Inc | 2,340 | $1.33M | 0.66% | −35−1.5% | Reduced |
| Malaga Cove Capital, LLC | 2,304 | $1.31M | 0.47% | +818+55.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,267 | $1.29M | 0.00% | −618−21.4% | Reduced |
| Change Path, LLC | 2,232 | $1.27M | 0.03% | −1,491−40.0% | Reduced |
| Ostrum Asset Management | 2,227 | $1.26M | 0.06% | +432+24.1% | Added |
| Donaldson Capital Management, LLC | 2,199 | $1.25M | 0.04% | −7,368−77.0% | Reduced |
| CAPROCK Group, Inc. | 2,188 | $1.24M | 0.03% | +2,188 | New |
| Assetmark, Inc | 2,175 | $1.23M | 0.00% | +169+8.4% | Added |
| Principal Securities, Inc. | 2,158 | $1.22M | 0.02% | +221+11.4% | Added |
| Toth Financial Advisory Corp | 2,139 | $1.21M | 0.13% | +221+11.5% | Added |
| Personal Cfo Solutions, LLC | 2,129 | $1.21M | 0.21% | −24−1.1% | Reduced |
| AE Wealth Management LLC | 2,120 | $1.20M | 0.01% | −93−4.2% | Reduced |
| ProVise Management Group, LLC | 2,089 | $1.19M | 0.09% | −50−2.3% | Reduced |
| MUFG Securities Americas Inc. | 2,087 | $1.18M | 0.08% | +372+21.7% | Added |
| Quadrant Capital Group LLC | 2,079 | $1.18M | 0.04% | 00.0% | Unchanged |
| Groupama Asset Managment | 2,063 | $1.17M | 0.02% | −1,564−43.1% | Reduced |