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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 2,049 | $1.16M | 0.01% | −509−19.9% | Reduced |
| Snowden Capital Advisors LLC | 2,043 | $1.16M | 0.03% | +156+8.3% | Added |
| Figure 8 Investment Strategies LLC | 2,032 | $1.15M | 1.03% | −18−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 2,024 | $1.15M | 0.08% | +13+0.6% | Added |
| BDF-Gestion | 1,990 | $1.13M | 0.13% | −415−17.3% | Reduced |
| MML Investors Services, LLC | 1,984 | $1.13M | 0.00% | +53+2.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,979 | $1.12M | 0.07% | −88−4.3% | Reduced |
| Atlantic Union Bankshares Corp | 1,952 | $1.11M | 0.02% | +1,952 | New |
| Fulcrum Asset Management LLP | 1,924 | $1.09M | 0.30% | −54−2.7% | Reduced |
| Frank, Rimerman Advisors LLC | 1,908 | $1.08M | 0.07% | −36−1.9% | Reduced |
| Keybank National Association | 1,908 | $1.08M | 0.00% | −72−3.6% | Reduced |
| FORA Capital, LLC | 1,890 | $1.07M | 0.19% | −1,723−47.7% | Reduced |
| Liberty Wealth Management LLC | 1,883 | $1.07M | 0.15% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,878 | $1.07M | 0.11% | +451+31.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,802 | $1.02M | 0.01% | −40−2.2% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.02M | 0.06% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,784 | $1.01M | 0.37% | +7+0.4% | Added |
| Institute for Wealth Management, LLC. | 1,769 | $1.00M | 0.10% | +45+2.6% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,767 | $1.00M | 0.13% | −88−4.7% | Reduced |
| LVW Advisors, LLC | 1,764 | $1.00M | 0.10% | +73+4.3% | Added |
| Kestra Advisory Services, LLC | 1,759 | $998.1K | 0.00% | −60−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,738 | $986.2K | 0.02% | −2,744−61.2% | Reduced |
| Gen-Wealth Partners Inc | 1,732 | $982.8K | 0.33% | +32+1.9% | Added |
| Park Avenue Securities LLC | 1,719 | $975.0K | 0.01% | +100+6.2% | Added |
| Harbor Capital Advisors, Inc. | 1,712 | $971.0K | 0.08% | −38−2.2% | Reduced |
| Citizens Financial Group Inc | 1,693 | $960.6K | 0.01% | −283−14.3% | Reduced |
| Ballentine Partners, LLC | 1,688 | $957.8K | 0.01% | +8+0.5% | Added |
| Hohimer Wealth Management, LLC | 1,682 | $954.4K | 0.13% | +260+18.3% | Added |
| Rakuten Investment Management, Inc. | 20,287 | $928.3K | 0.00% | +20,287 | New |
| Schonfeld Strategic Advisors LLC | 1,620 | $919.2K | 0.01% | −38,317−95.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 1,601 | $908.4K | 0.82% | +1,601 | New |
| Opes Wealth Management LLC | 1,600 | $907.9K | 0.16% | 00.0% | Unchanged |
| Benin Management CORP | 1,598 | $906.7K | 0.21% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,614 | $905.1K | 0.13% | −3,000−65.0% | Reduced |
| Ci Investments Inc. | 1,594 | $904.0K | 0.00% | −53−3.2% | Reduced |
| King Luther Capital Management Corp | 1,570 | $890.8K | 0.00% | −514−24.7% | Reduced |
| Eleva Capital SAS | 1,565 | $888.0K | 0.23% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,553 | $881.2K | 0.01% | +55+3.7% | Added |
| Intellectus Partners, LLC | 1,546 | $877.2K | 0.17% | +1+0.1% | Added |
| Diversify Wealth Management, LLC | 1,509 | $876.8K | 0.05% | −176−10.4% | Reduced |
| Fred Alger Management, LLC | 1,540 | $873.8K | 0.00% | −6,122−79.9% | Reduced |
| J. Safra Sarasin Holding AG | 1,538 | $872.7K | 0.01% | −1,705−52.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,518 | $863.6K | 0.04% | +240+18.8% | Added |
| Delta Investment Management, LLC | 1,515 | $859.7K | 0.15% | −2,068−57.7% | Reduced |
| TownSquare Capital, LLC | 1,512 | $857.9K | 0.13% | −2,690−64.0% | Reduced |
| Gries Financial LLC | 1,493 | $846.9K | 0.13% | −12−0.8% | Reduced |
| MUFG Securities EMEA plc | 1,481 | $840.3K | 0.02% | +1,252+546.7% | Added |
| Two Sigma Securities, LLC | 1,477 | $838.1K | 0.12% | +914+162.3% | Added |
| Atomi Financial Group, Inc. | 1,476 | $837.4K | 0.03% | +98+7.1% | Added |
| Guggenheim Capital LLC | 1,473 | $835.8K | 0.01% | −137−8.5% | Reduced |
| Boreal Capital Management LLC | 1,473 | $835.8K | 0.67% | +316+27.3% | Added |
| EverSource Wealth Advisors, LLC | 1,463 | $830.4K | 0.03% | +58+4.1% | Added |
| BlueSpruce Investments, LP | 1,461 | $829.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,451 | $823.0K | 0.02% | −205−12.4% | Reduced |
| Polymer Capital Management (US) LLC | 1,448 | $821.6K | 0.11% | +636+78.3% | Added |
| Skopos Labs, Inc. | 1,419 | $817.4K | 0.11% | +6+0.4% | Added |
| Kestra Investment Management, LLC | 1,429 | $810.5K | 0.02% | −615−30.1% | Reduced |
| Wetherby Asset Management Inc | 1,424 | $808.0K | 0.03% | +17+1.2% | Added |
| SBI Securities Co., Ltd. | 1,415 | $802.9K | 0.02% | −14−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,405 | $797.2K | 0.04% | +30+2.2% | Added |
| RB Capital Management, LLC | 1,396 | $792.2K | 0.17% | −48−3.3% | Reduced |
| Empirical Asset Management, LLC | 1,392 | $789.8K | 0.22% | +193+16.1% | Added |
| Wedmont Private Capital | 1,386 | $788.8K | 0.03% | +16+1.2% | Added |
| Signet Financial Management, LLC | 1,388 | $787.6K | 0.09% | +26+1.9% | Added |
| Wallace Advisory Group, LLC | 1,336 | $770.5K | 0.62% | −331−19.9% | Reduced |
| Mission Wealth Management, LP | 1,357 | $770.0K | 0.02% | −13−0.9% | Reduced |
| GAMMA Investing LLC | 1,355 | $768.8K | 0.04% | +329+32.1% | Added |
| BAM Wealth Management, LLC | 1,352 | $767.1K | 0.59% | +1,352 | New |
| Meeder Advisory Services, Inc. | 1,334 | $757.1K | 0.04% | −253−15.9% | Reduced |
| Liontrust Investment Partners LLP | 1,333 | $756.4K | 0.01% | +1,333 | New |
| WSFS Capital Management, LLC | 1,324 | $751.3K | 0.04% | −200−13.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,321 | $750.0K | 0.00% | +1+0.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,321 | $749.7K | 0.18% | −82−5.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,321 | $749.3K | 0.01% | +422+46.9% | Added |
| Creekmur Asset Management LLC | 1,310 | $743.4K | 0.12% | −737−36.0% | Reduced |
| Diversify Advisory Services, LLC | 1,263 | $733.7K | 0.02% | +6+0.5% | Added |
| DRW Securities, LLC | 1,284 | $729.4K | 0.04% | +457+55.3% | Added |
| Quintet Private Bank (Europe) S.A. | 1,285 | $729.1K | 0.04% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,282 | $727.4K | 0.17% | −50−3.8% | Reduced |
| Leonteq Securities AG | 1,266 | $718.3K | 0.04% | −294−18.8% | Reduced |
| NorthRock Partners, LLC | 1,254 | $711.5K | 0.01% | −163−11.5% | Reduced |
| Signaturefd, LLC | 1,243 | $705.4K | 0.01% | −1−0.1% | Reduced |
| One Wealth Capital Management, LLC | 1,221 | $692.8K | 0.31% | −53−4.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,208 | $685.1K | 0.00% | −72−5.6% | Reduced |
| Fidelis Capital Partners, LLC | 1,203 | $682.3K | 0.05% | +9+0.8% | Added |
| Syon Capital LLC | 1,191 | $675.8K | 0.04% | +227+23.5% | Added |
| Montag A & Associates Inc | 1,179 | $669.0K | 0.03% | −600−33.7% | Reduced |
| Union Bancaire Privee, UBP SA | 1,179 | $666.6K | 0.01% | +343+41.0% | Added |
| Walleye Capital LLC | 1,160 | $658.2K | 0.01% | −17,174−93.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,150 | $652.5K | 0.11% | −400−25.8% | Reduced |
| Quantitative Investment Management, LLC | 1,146 | $650.0K | 0.09% | +710+162.8% | Added |
| Flputnam Investment Management Co | 1,144 | $649.1K | 0.01% | −2−0.2% | Reduced |
| Global X Japan Co., Ltd. | 1,137 | $645.1K | 0.06% | +1,117+5,585.0% | Added |
| Pinnacle Associates Ltd | 1,126 | $638.9K | 0.01% | −10−0.9% | Reduced |
| SFMG, LLC | 1,125 | $638.3K | 0.04% | +400+55.2% | Added |
| Unified Investment Management | 1,119 | $635.0K | 0.63% | +1,119 | New |
| Profund Advisors LLC | 1,107 | $628.1K | 0.02% | +21+1.9% | Added |
| Alken Asset Management Ltd. | 1,100 | $626.0K | 1.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,100 | $624.2K | 0.18% | +48+4.6% | Added |
| LGT Fund Management Co Ltd. | 1,128 | $623.3K | 0.05% | −2,610−69.8% | Reduced |