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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,090 | $620.2K | 0.04% | +520+91.2% | Added |
| Hallmark Capital Management Inc | 1,086 | $616.2K | 0.04% | +148+15.8% | Added |
| NBC Securities, Inc. | 1,081 | $613.4K | 0.05% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,080 | $612.8K | 0.02% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 1,066 | $605.0K | 0.36% | +40+3.9% | Added |
| Gilbert & Cook, Inc. | 1,063 | $603.2K | 0.08% | +63+6.3% | Added |
| Crossmark Global Holdings, Inc. | 1,060 | $601.5K | 0.01% | −647−37.9% | Reduced |
| Stanley-Laman Group, Ltd. | 1,058 | $600.3K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 1,056 | $599.3K | 0.00% | +691+189.3% | Added |
| Huntington National Bank | 1,054 | $598.0K | 0.00% | +277+35.6% | Added |
| Krilogy Financial LLC | 1,034 | $591.4K | 0.02% | +1,034 | New |
| Centaurus Financial, Inc. | 1,034 | $587.0K | 0.03% | +108+11.7% | Added |
| D.A. Davidson & Co. | 1,029 | $584.1K | 0.00% | +4+0.4% | Added |
| Bradley Foster & Sargent Inc | 1,008 | $571.9K | 0.01% | −35−3.4% | Reduced |
| Vise Technologies, Inc. | 1,004 | $569.9K | 0.02% | −56−5.3% | Reduced |
| HighPoint Advisor Group LLC | 1,002 | $568.6K | 0.03% | −228−18.5% | Reduced |
| Harbor Advisors LLC | 1,000 | $567.4K | 0.09% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,000 | $567.4K | 0.19% | +97+10.7% | Added |
| Birinyi Associates Inc | 1,000 | $567.0K | 0.14% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 980 | $556.2K | 0.13% | +23+2.4% | Added |
| Resources Investment Advisors, LLC. | 976 | $554.0K | 0.01% | −47−4.6% | Reduced |
| Evercore Wealth Management, LLC | 969 | $549.8K | 0.01% | −30−3.0% | Reduced |
| Perigon Wealth Management, LLC | 961 | $545.3K | 0.01% | +286+42.4% | Added |
| Peapack Gladstone Financial Corp | 952 | $540.0K | 0.01% | +8+0.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 943 | $535.3K | 0.00% | −267−22.1% | Reduced |
| Moran Wealth Management, LLC | 935 | $530.5K | 0.02% | −67−6.7% | Reduced |
| Kames Capital plc | 920 | $522.1K | 0.01% | +240+35.3% | Added |
| Hamilton Capital Partners Inc. | 918 | $520.9K | 0.02% | +448+95.3% | Added |
| ORG Wealth Partners, LLC | 912 | $517.5K | 0.11% | +37+4.2% | Added |
| Trust Asset Management LLC | 905 | $513.5K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 903 | $512.4K | 0.12% | −1,520−62.7% | Reduced |
| Tandem Investment Advisors, Inc. | 894 | $507.0K | 0.02% | +894 | New |
| Element Capital Management LLC | 880 | $499.3K | 0.71% | +880 | New |
| Ellevest, Inc. | 876 | $497.1K | 0.07% | +98+12.6% | Added |
| Tower Research Capital LLC (TRC) | 872 | $494.8K | 0.01% | −1,825−67.7% | Reduced |
| Salvus Wealth Management, LLC | 867 | $491.9K | 0.27% | +48+5.9% | Added |
| Savvy Advisors, Inc. | 861 | $488.5K | 0.02% | +346+67.2% | Added |
| Catalytic Wealth RIA, LLC | 861 | $488.5K | 0.02% | +466+118.0% | Added |
| Aviso Financial Inc. | 859 | $487.4K | 0.02% | +17+2.0% | Added |
| Chicago Partners Investment Group LLC | 803 | $476.8K | 0.01% | −32−3.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 839 | $476.1K | 0.19% | −59−6.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 836 | $474.4K | 0.11% | +836 | New |
| Integrated Investment Consultants, LLC | 825 | $468.1K | 0.08% | −253−23.5% | Reduced |
| Cresset Asset Management, LLC | 821 | $465.7K | 0.00% | +118+16.8% | Added |
| Employees Retirement System of Texas | 815 | $462.0K | 0.00% | +182+28.8% | Added |
| Kathmere Capital Management, LLC | 812 | $460.7K | 0.03% | −295−26.6% | Reduced |
| Optimize Financial Inc | 811 | $460.2K | 0.24% | +150+22.7% | Added |
| AdvisorShares Investments LLC | 810 | $459.6K | 0.08% | −10−1.2% | Reduced |
| Boit C F David | 810 | $459.6K | 0.21% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 801 | $454.5K | 0.01% | −20−2.4% | Reduced |
| Clearstead Advisors, LLC | 797 | $452.2K | 0.01% | −67−7.8% | Reduced |
| Advisory Services Network, LLC | 790 | $448.3K | 0.01% | −204−20.5% | Reduced |
| Arkadios Wealth Advisors | 788 | $446.6K | 0.01% | +268+51.5% | Added |
| Brown Brothers Harriman & Co | 779 | $442.0K | 0.00% | +11+1.4% | Added |
| Dark Forest Capital Management LP | 776 | $440.3K | 0.02% | −3,719−82.7% | Reduced |
| Elk River Wealth Management, LLC | 773 | $438.6K | 0.07% | 00.0% | Unchanged |
| Numerai GP LLC | 763 | $432.9K | 0.06% | −1,537−66.8% | Reduced |
| Hilltop Holdings Inc. | 760 | $431.2K | 0.02% | +5+0.7% | Added |
| Jump Financial, LLC | 759 | $430.7K | 0.01% | −28,938−97.4% | Reduced |
| Mather Group, LLC. | 754 | $427.5K | 0.00% | +3+0.4% | Added |
| Sustainable Growth Advisers, LP | 745 | $422.7K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 743 | $421.7K | 0.01% | +145+24.2% | Added |
| Private Advisor Group, LLC | 743 | $421.2K | 0.00% | +50+7.2% | Added |
| Parallel Advisors, LLC | 736 | $417.9K | 0.01% | −36−4.7% | Reduced |
| Cigna Investments Inc | 734 | $417.0K | 0.06% | −15−2.0% | Reduced |
| Wrapmanager Inc | 731 | $414.8K | 0.13% | −395−35.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 730 | $414.2K | 0.02% | −18−2.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 729 | $413.6K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 729 | $413.6K | 0.06% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 725 | $412.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 715 | $405.7K | 0.01% | −11,746−94.3% | Reduced |
| Full Sail Capital, LLC | 712 | $404.0K | 0.02% | +207+41.0% | Added |
| Pensionmark Financial Group, LLC | 709 | $402.3K | 0.01% | −17−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 708 | $401.7K | 0.03% | −36−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 705 | $400.0K | 0.01% | −35−4.7% | Reduced |
| Wealthspire Advisors, LLC | 704 | $399.4K | 0.00% | −467−39.9% | Reduced |
| Security Financial Services, INC. | 697 | $395.5K | 0.06% | +7+1.0% | Added |
| PUREfi Wealth, LLC | 694 | $393.8K | 0.30% | −3−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 692 | $392.6K | 0.00% | +137+24.7% | Added |
| Balyasny Asset Management LLC | 691 | $392.1K | 0.00% | −575−45.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 689 | $390.9K | 0.07% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 686 | $389.2K | 0.05% | 00.0% | Unchanged |
| Cynosure Management, LLC | 685 | $388.7K | 0.04% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 677 | $385.1K | 0.01% | −60−8.1% | Reduced |
| Castleview Partners, LLC | 674 | $382.4K | 0.21% | −15−2.2% | Reduced |
| Aptus Capital Advisors, LLC | 672 | $381.3K | 0.00% | −21−3.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 671 | $380.7K | 0.00% | −42−5.9% | Reduced |
| Crestwood Advisors Group LLC | 669 | $379.5K | 0.01% | +9+1.4% | Added |
| Versant Capital Management, Inc | 667 | $378.5K | 0.05% | +586+723.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 660 | $374.5K | 0.09% | −174−20.9% | Reduced |
| GWN Securities Inc. | 658 | $373.5K | 0.09% | −314−32.3% | Reduced |
| Valeo Financial Advisors, LLC | 658 | $373.4K | 0.01% | −34−4.9% | Reduced |
| Sigma Planning Corp | 654 | $371.1K | 0.01% | +103+18.7% | Added |
| Net Worth Advisory Group | 651 | $369.3K | 0.11% | −44−6.3% | Reduced |
| Roberts Capital Advisors, LLC | 646 | $366.5K | 0.41% | −647−50.0% | Reduced |
| Waddell & Associates, LLC | 645 | $366.0K | 0.03% | +154+31.4% | Added |
| Meridian Wealth Management, LLC | 639 | $362.4K | 0.01% | −113−15.0% | Reduced |
| Permanent Capital Management, LP | 636 | $360.9K | 0.07% | +636 | New |
| Prelude Capital Management, LLC | 633 | $359.2K | 0.03% | −284−31.0% | Reduced |
| JSF Financial, LLC | 633 | $359.2K | 0.08% | 00.0% | Unchanged |