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 |
|---|---|---|---|---|---|
| Sym Financial Corp | 390 | $221.3K | 0.02% | −117−23.1% | Reduced |
| We Are One Seven, LLC | 390 | $221.3K | 0.01% | +390 | New |
| Premier Path Wealth Partners, LLC | 388 | $220.2K | 0.03% | +14+3.7% | Added |
| Flagship Harbor Advisors, LLC | 388 | $220.1K | 0.01% | −30−7.2% | Reduced |
| Capula Management Ltd | 386 | $219.0K | 0.00% | +386 | New |
| Turtle Creek Wealth Advisors, LLC | 385 | $218.5K | 0.02% | +385 | New |
| Aaron Wealth Advisors | 383 | $217.3K | 0.01% | +27+7.6% | Added |
| Summa Corp. | 382 | $216.8K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 380 | $215.6K | 0.08% | −291−43.4% | Reduced |
| Advisor OS, LLC | 380 | $215.6K | 0.02% | −15−3.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 379 | $215.0K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 375 | $212.8K | 0.03% | −110−22.7% | Reduced |
| McHugh Group, LLC | 375 | $212.8K | 0.13% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 372 | $211.3K | 0.13% | −17−4.4% | Reduced |
| Howard Bailey Securities, LLC | 369 | $209.4K | 0.06% | −14−3.7% | Reduced |
| USA Financial Portformulas Corp | 368 | $208.8K | 0.04% | −58−13.6% | Reduced |
| Synovus Financial Corp | 368 | $208.8K | 0.00% | −31−7.8% | Reduced |
| Baron Wealth Management LLC | 364 | $206.7K | 0.07% | +3+0.8% | Added |
| Oppenheimer & Co Inc | 364 | $206.5K | 0.00% | +7+2.0% | Added |
| Capstone Investment Advisors, LLC | 363 | $206.0K | 0.00% | −705−66.0% | Reduced |
| Wedbush Securities Inc | 361 | $205.0K | 0.01% | −146−28.8% | Reduced |
| Buckhead Capital Management LLC | 360 | $204.3K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 359 | $203.7K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 358 | $203.1K | 0.01% | −567−61.3% | Reduced |
| Everhart Financial Group, Inc. | 357 | $202.6K | 0.02% | +357 | New |
| Meiji Yasuda Asset Management Co Ltd. | 356 | $202.0K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 355 | $201.6K | 0.03% | +355 | New |
| Rossby Financial, LCC | 364 | $201.1K | 0.07% | +45+14.1% | Added |
| Silvercrest Asset Management Group LLC | 354 | $200.9K | 0.00% | +354 | New |
| Umb Bank N A | 349 | $198.0K | 0.00% | +171+96.1% | Added |
| JCIC Asset Management Inc. | 347 | $196.9K | 0.06% | +347 | New |
| Whittier Trust Co | 330 | $184.8K | 0.00% | −26−7.3% | Reduced |
| TD Private Client Wealth LLC | 318 | $180.4K | 0.00% | +184+137.3% | Added |
| Banque de Luxembourg S.A. | 300 | $170.2K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 294 | $166.8K | 0.00% | +32+12.2% | Added |
| Murphy & Mullick Capital Management Corp | 293 | $166.3K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 291 | $165.1K | 0.00% | +23+8.6% | Added |
| CNB Bank | 261 | $148.1K | 0.06% | −86−24.8% | Reduced |
| CVA Family Office, LLC | 251 | $142.4K | 0.02% | +10+4.1% | Added |
| Godsey & Gibb Associates | 250 | $141.9K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 250 | $141.9K | 0.00% | +250 | New |
| Veritas Investment Partners (UK) Ltd. | 245 | $139.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $139.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 238 | $135.0K | 0.05% | −1,282−84.3% | Reduced |
| Cromwell Holdings LLC | 237 | $134.5K | 0.07% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 234 | $132.8K | 0.02% | +4+1.7% | Added |
| Covestor Ltd | 230 | $131.0K | 0.07% | +35+17.9% | Added |
| Larson Financial Group LLC | 230 | $130.7K | 0.00% | +52+29.2% | Added |
| Group One Trading, L.P. | 220 | $124.8K | 0.00% | −65−22.8% | Reduced |
| Onefund, LLC | 216 | $122.6K | 0.08% | +10+4.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 207 | $117.5K | 0.02% | −21−9.2% | Reduced |
| Zions Bancorporation, National Association | 202 | $114.6K | 0.01% | −29−12.6% | Reduced |
| New Age Alpha Advisors, LLC | 199 | $112.9K | 0.00% | −178−47.2% | Reduced |
| Goldstream Capital Management Ltd | 195 | $110.6K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 193 | $109.0K | 0.07% | −33−14.6% | Reduced |
| Parkside Financial Bank & Trust | 188 | $106.7K | 0.01% | +6+3.3% | Added |
| Sunbelt Securities, Inc. | 185 | $105.0K | 0.01% | +62+50.4% | Added |
| Dunhill Financial, LLC | 177 | $100.6K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 168 | $95.3K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 162 | $91.9K | 0.05% | +43+36.1% | Added |
| Ronald Blue Trust, Inc. | 155 | $87.9K | 0.00% | −57−26.9% | Reduced |
| Palisade Asset Management, LLC | 150 | $85.1K | 0.01% | +150 | New |
| Osterweis Capital Management Inc | 149 | $84.5K | 0.00% | −4−2.6% | Reduced |
| Center for Financial Planning, Inc. | 145 | $82.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 144 | $81.7K | 0.01% | +16+12.5% | Added |
| Global Retirement Partners, LLC | 142 | $80.6K | 0.00% | +14+10.9% | Added |
| Quent Capital, LLC | 141 | $80.2K | 0.01% | +141 | New |
| True Wealth Design, LLC | 140 | $79.4K | 0.02% | +128+1,066.7% | Added |
| Clear Street Markets LLC | 133 | $75.5K | 0.02% | +81+155.8% | Added |
| State of Wyoming | 125 | $70.9K | 0.01% | +12+10.6% | Added |
| Pin Oak Investment Advisors Inc | 123 | $69.8K | 0.05% | −7−5.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $62.4K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 107 | $60.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 104 | $59.0K | 0.04% | +104 | New |
| GW&K Investment Management, LLC | 98 | $56.0K | 0.00% | +14+16.7% | Added |
| Rakuten Securities, Inc. | 98 | $55.6K | 0.02% | +3+3.2% | Added |
| WPG Advisers, LLC | 95 | $53.9K | 0.04% | −7−6.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 93 | $53.0K | 0.00% | −4−4.1% | Reduced |
| Cary Street Partners Financial LLC | 92 | $52.2K | 0.00% | −20−17.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 91 | $51.7K | 0.02% | −8−8.1% | Reduced |
| Johnson Financial Group, Inc. | 91 | $51.6K | 0.00% | +49+116.7% | Added |
| Central Pacific Bank - Trust Division | 91 | $51.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 89 | $50.5K | 0.00% | +89 | New |
| Financial Network Wealth Advisors LLC | 88 | $49.9K | 0.05% | −14−13.7% | Reduced |
| Hemington Wealth Management | 85 | $48.0K | 0.01% | +12+16.4% | Added |
| Bryn Mawr Trust Co | 82 | $46.5K | 0.00% | −975−92.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 80 | $45.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $45.4K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 69 | $39.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 68 | $38.6K | 0.01% | −16−19.0% | Reduced |
| Westside Investment Management, Inc. | 68 | $37.6K | 0.01% | +34+100.0% | Added |
| Stephenson National Bank & Trust | 65 | $36.9K | 0.01% | +5+8.3% | Added |
| JPL Wealth Management, LLC | 64 | $36.3K | 0.01% | +64 | New |
| LRI Investments, LLC | 61 | $34.6K | 0.00% | −47−43.5% | Reduced |
| Farmers & Merchants Investments Inc | 61 | $34.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 60 | $34.0K | 0.00% | −570−90.5% | Reduced |
| Trust Co of Vermont | 58 | $32.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $32.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $28.3K | 0.01% | +3+6.4% | Added |
| Root Financial Partners, LLC | 49 | $27.8K | 0.00% | +49 | New |