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 |
|---|---|---|---|---|---|
| Blair William & Co | 629 | $356.9K | 0.00% | −563−47.2% | Reduced |
| World Equity Group, Inc. | 626 | $355.2K | 0.08% | +124+24.7% | Added |
| Keel Point, LLC | 622 | $352.7K | 0.02% | +18+3.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 621 | $352.4K | 0.01% | −100−13.9% | Reduced |
| Bourgeon Capital Management LLC | 618 | $350.7K | 0.06% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 616 | $349.5K | 0.02% | −65−9.5% | Reduced |
| Forum Financial Management, LP | 616 | $349.5K | 0.00% | +73+13.4% | Added |
| Sagespring Wealth Partners, LLC | 608 | $344.9K | 0.01% | +51+9.2% | Added |
| Chilton Investment Co LLC | 607 | $344.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 605 | $343.3K | 0.01% | +53+9.6% | Added |
| Empower Advisory Group, LLC | 605 | $343.3K | 0.00% | −18,022−96.8% | Reduced |
| Counterpoint Mutual Funds LLC | 602 | $341.6K | 0.03% | +602 | New |
| Whittier Trust Co of Nevada Inc | 609 | $341.1K | 0.01% | +26+4.5% | Added |
| Sava Infond d.o.o. | 600 | $340.4K | 0.05% | −300−33.3% | Reduced |
| Journey Strategic Wealth LLC | 598 | $339.2K | 0.01% | +77+14.8% | Added |
| Axxcess Wealth Management, LLC | 597 | $338.6K | 0.01% | +6+1.0% | Added |
| Caerus Investment Advisors, LLC | 592 | $335.9K | 0.14% | +592 | New |
| Archetype Wealth Partners | 588 | $334.0K | 0.04% | +588 | New |
| Gryphon Financial Partners LLC | 588 | $333.9K | 0.04% | +588 | New |
| Baader Bank INC | 781 | $333.5K | 0.03% | +781 | New |
| Blue Barn Wealth, LLC | 587 | $333.1K | 0.15% | −6−1.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $330.8K | 0.01% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 581 | $329.7K | 0.08% | −27−4.4% | Reduced |
| Citadel Investment Advisory, Inc. | 580 | $329.0K | 0.15% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 577 | $328.3K | 0.00% | −1,030−64.1% | Reduced |
| Savant Capital, LLC | 577 | $327.4K | 0.00% | +176+43.9% | Added |
| DSG Capital Advisors, LLC | 576 | $326.8K | 0.05% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 574 | $325.7K | 0.07% | −13−2.2% | Reduced |
| Aigen Investment Management, LP | 573 | $325.1K | 0.05% | +573 | New |
| Fenimore Asset Management Inc | 572 | $324.6K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 568 | $322.3K | 0.02% | +36+6.8% | Added |
| Capital Advisors, Ltd. LLC | 563 | $319.0K | 0.04% | +44+8.5% | Added |
| Jackson Thornton Asset Management, LLC | 560 | $317.5K | 0.03% | +560 | New |
| Sowell Financial Services LLC | 556 | $315.6K | 0.01% | +6+1.1% | Added |
| Fullcircle Wealth LLC | 545 | $313.3K | 0.11% | −1−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 551 | $312.6K | 0.01% | −31−5.3% | Reduced |
| Optivise Advisory Services LLC | 547 | $310.2K | 0.18% | −21−3.7% | Reduced |
| Wealth Alliance | 546 | $309.8K | 0.03% | −14−2.5% | Reduced |
| Apeiron RIA LLC | 557 | $305.5K | 0.07% | −245−30.5% | Reduced |
| Sage Mountain Advisors LLC | 537 | $304.7K | 0.02% | +4+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 532 | $301.9K | 0.02% | +15+2.9% | Added |
| WBI Investments | 531 | $301.3K | 0.08% | +531 | New |
| Parcion Private Wealth LLC | 529 | $300.2K | 0.02% | +529 | New |
| Evergreen Capital Management LLC | 526 | $298.5K | 0.01% | +78+17.4% | Added |
| GTS Securities LLC | 523 | $296.8K | 0.01% | +523 | New |
| Potomac Fund Management Inc | 515 | $292.4K | 0.01% | +140+37.3% | Added |
| Cary Street Partner Investment Advisory LLC | 509 | $288.9K | 0.12% | +23+4.7% | Added |
| Independent Advisor Alliance | 509 | $288.9K | 0.01% | +21+4.3% | Added |
| Principal Street Partners, LLC | 506 | $287.1K | 0.05% | −514−50.4% | Reduced |
| CX Institutional | 506 | $287.0K | 0.01% | +14+2.8% | Added |
| True North Advisors, LLC | 502 | $284.8K | 0.05% | +9+1.8% | Added |
| Washington Capital Management Inc | 500 | $283.7K | 0.20% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 500 | $283.7K | 0.00% | +500 | New |
| PEAK6 LLC | 500 | $283.5K | 0.01% | +500 | New |
| Davy Global Fund Management Ltd | 499 | $283.1K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 494 | $280.3K | 0.02% | +7+1.4% | Added |
| City National Bank of Florida | 491 | $278.6K | 0.18% | −104−17.5% | Reduced |
| Simplicity Wealth,LLC | 491 | $278.6K | 0.02% | −984−66.7% | Reduced |
| Founders Financial Alliance, LLC | 487 | $276.3K | 0.05% | −10−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 482 | $273.6K | 0.00% | −36−6.9% | Reduced |
| Rothschild Investment LLC | 480 | $272.4K | 0.02% | +418+674.2% | Added |
| CWA Asset Management Group, LLC | 476 | $270.1K | 0.01% | +7+1.5% | Added |
| Howard Capital Management Inc. | 473 | $268.4K | 0.00% | +9+1.9% | Added |
| Bridgewater Advisors Inc. | 482 | $267.9K | 0.02% | +16+3.4% | Added |
| Chancellor Financial Group WB LP | 467 | $265.0K | 0.19% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 466 | $264.3K | 0.01% | +16+3.6% | Added |
| Capital Advisors Inc | 464 | $263.5K | 0.00% | +8+1.8% | Added |
| Pitcairn Co | 458 | $259.9K | 0.02% | −161−26.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 455 | $259.1K | 0.01% | +98+27.5% | Added |
| Equitable Trust Co | 456 | $258.7K | 0.01% | −100−18.0% | Reduced |
| Concurrent Investment Advisors, LLC | 448 | $254.4K | 0.00% | +15+3.5% | Added |
| TD Waterhouse Canada Inc. | 479 | $254.3K | 0.00% | −61−11.3% | Reduced |
| Cambria Investment Management, L.P. | 447 | $253.6K | 0.02% | +447 | New |
| Rainey & Randall Investment Management Inc. | 445 | $252.5K | 0.04% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 445 | $252.5K | 0.08% | +27+6.5% | Added |
| Conning Inc. | 437 | $248.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 436 | $247.4K | 0.26% | −125−22.3% | Reduced |
| Capital Performance Advisors LLP | 434 | $246.5K | 0.04% | +35+8.8% | Added |
| XTX Topco Ltd | 427 | $242.3K | 0.01% | −6,415−93.8% | Reduced |
| Venture Visionary Partners LLC | 424 | $240.6K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 422 | $239.4K | 0.01% | −449−51.5% | Reduced |
| Quest Partners LLC | 420 | $238.3K | 0.02% | −3,782−90.0% | Reduced |
| Requisite Capital Management, LLC | 418 | $237.2K | 0.04% | +418 | New |
| Smithfield Trust Co | 417 | $236.0K | 0.01% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 415 | $235.5K | 0.01% | +415 | New |
| Penserra Capital Management LLC | 416 | $235.0K | 0.00% | +4+1.0% | Added |
| QTR Family Wealth, LLC | 412 | $233.9K | 0.11% | +412 | New |
| Burney Co | 411 | $233.2K | 0.01% | −5−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 411 | $233.2K | 0.03% | +1+0.2% | Added |
| Patton Fund Management, Inc. | 410 | $232.6K | 0.04% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 406 | $230.4K | 0.05% | +8+2.0% | Added |
| Claret Asset Management Corp | 403 | $229.0K | 0.03% | −6−1.5% | Reduced |
| Blue Edge Capital, LLC | 400 | $227.0K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 400 | $227.0K | 0.04% | +400 | New |
| Stonegate Investment Group, LLC | 398 | $225.8K | 0.01% | 00.0% | Unchanged |
| Armis Advisers, LLC | 388 | $225.5K | 0.02% | −66−14.5% | Reduced |
| Aprio Wealth Management, LLC | 397 | $225.1K | 0.02% | +397 | New |
| Financial Consulate, Inc | 396 | $224.7K | 0.03% | +396 | New |
| Hutchens & Kramer Investment Management Group, LLC | 396 | $224.7K | 0.09% | +396 | New |
| Camden Capital, LLC | 396 | $224.5K | 0.02% | −38−8.8% | Reduced |