Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in MSCI Inc. as of Dec 31, 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
1,081
+64 vs. Q3 2025
Shares held
67.3M
−844.5K (−1.2%) vs. Q3 2025
Total value
$38.6B
−$54.1M (−0.1%) vs. Q3 2025
New holders
163
329 more added
Sold out
99
448 more reduced

22 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,081 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ4 2025: $38.6B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2025.

Institutions holding MSCI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Key Financial Inc13$7.46K0.00%−4−23.5%Reduced
Fortitude Family Office, LLC13$7.46K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$7.50K0.00%−2−13.3%Reduced
Avion Wealth15$8.00K0.00%−2−11.8%Reduced
Truvestments Capital LLC14$8.03K0.00%−9−39.1%Reduced
Webster Bank, N. A.14$8.03K0.00%00.0%Unchanged
Ares Financial Consulting, LLC14$8.03K0.01%+14New
Quest 10 Wealth Builders, Inc.14$8.15K0.01%00.0%Unchanged
Crewe Advisors LLC15$8.61K0.00%+5+50.0%Added
Independence Bank of Kentucky15$8.61K0.00%+5+50.0%Added
Colonial Trust Co15$8.87K0.00%00.0%Unchanged
Howard Hughes Medical Institute16$9.18K0.01%00.0%Unchanged
St Germain D J Co Inc17$9.75K0.00%+11+183.3%Added
Meramec Financial Planners, LLC18$10.0K0.00%+18New
Turning Point Benefit Group, Inc.19$10.9K0.01%+3+18.8%Added
Private Wealth Management Group, LLC19$10.9K0.00%−1−5.0%Reduced
Meeder Asset Management Inc19$10.9K0.00%00.0%Unchanged
Abound Wealth Management21$12.1K0.00%+12+133.3%Added
Steigerwald, Gordon & Koch Inc.22$12.6K0.00%+22New
Signature Equity Partners, LLC22$12.7K0.01%+22New
MCF Advisors LLC24$13.8K0.00%+19+380.0%Added
TD Capital Management LLC24$13.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc25$14.3K0.00%+1+4.2%Added
Asset Dedication, LLC25$14.3K0.00%−7−21.9%Reduced
Atlantic Trust, LLC25$14.3K0.00%−4−13.8%Reduced
NFJ Investment Group, LLC26$14.9K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC26$14.9K0.01%00.0%Unchanged
Manchester Capital Management LLC26$14.9K0.00%+2+8.3%Added
Anchor Investment Management, LLC26$14.9K0.00%−3−10.3%Reduced
Rational Advisors LLC27$15.5K0.00%+5+22.7%Added
Activest Wealth Management27$15.5K0.00%+24+800.0%Added
Lloyd Advisory Services, LLC.29$16.5K0.01%+29New
Private Wealth Asset Management, LLC30$17.2K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC30$17.2K0.02%+11+57.9%Added
Ancora Advisors, LLC30$17.2K0.00%+20+200.0%Added
Kemnay Advisory Services Inc.31$17.8K0.00%+31New
Cornerstone Planning Group LLC29$17.9K0.00%+1+3.6%Added
TCTC Holdings, LLC32$18.4K0.00%00.0%Unchanged
MTM Investment Management, LLC32$18.4K0.01%00.0%Unchanged
Salomon & Ludwin, LLC32$18.5K0.00%−5−13.5%Reduced
CoreCap Advisors, LLC33$18.9K0.00%−2−5.7%Reduced
Rialto Wealth Management, LLC34$19.5K0.00%+1+3.0%Added
Bell Investment Advisors, Inc35$20.1K0.00%−3−7.9%Reduced
Entrust Financial LLC35$20.1K0.01%+35New
Kerr Financial Planning Corp36$20.6K0.03%−1−2.7%Reduced
Trust Co of Toledo NA38$21.8K0.00%00.0%Unchanged
Princeton Global Asset Management LLC38$22.0K0.00%00.0%Unchanged
Bogart Wealth, LLC39$22.5K0.00%+17+77.3%Added
Financial Management Professionals, Inc.41$23.5K0.00%00.0%Unchanged
SageView Advisory Group, LLC47$27.0K0.00%+47New
Pinnacle Bancorp, Inc.48$27.5K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd53$30.0K0.00%+53New
Mowery & Schoenfeld Wealth Management, LLC53$30.4K0.04%+41+341.7%Added
True Wealth Design, LLC55$31.6K0.01%−85−60.7%Reduced
Root Financial Partners, LLC57$32.7K0.00%+8+16.3%Added
Catalyst Capital Advisors LLC60$34.4K0.00%00.0%Unchanged
Eagle Bay Advisors LLC60$34.4K0.03%+60New
Elyxium Wealth, LLC60$34.5K0.01%+60New
Farmers & Merchants Investments Inc61$35.0K0.00%00.0%Unchanged
LRI Investments, LLC61$35.0K0.00%00.0%Unchanged
SHP Wealth Management62$35.6K0.00%+62New
Johnson Financial Group, Inc.66$37.9K0.00%−25−27.5%Reduced
JFS Wealth Advisors, LLC66$37.9K0.00%+8+13.8%Added
Stephenson National Bank & Trust67$38.4K0.01%+2+3.1%Added
First United Bank Trust68$39.0K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA69$39.6K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.73$41.9K0.01%−18−19.8%Reduced
Trust Co of Vermont74$42.5K0.00%+16+27.6%Added
Westside Investment Management, Inc.80$45.3K0.01%+12+17.6%Added
Plante Moran Financial Advisors, LLC80$45.9K0.00%00.0%Unchanged
International Assets Investment Management, LLC81$46.5K0.00%+81New
Financial Network Wealth Advisors LLC81$46.5K0.05%−7−8.0%Reduced
Bryn Mawr Trust Co82$47.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC82$47.0K0.00%+70+583.3%Added
eCIO, Inc.85$48.8K0.02%+85New
Basecamp Wealth Advisors LLC87$49.9K0.01%+87New
Align Financial, LLC50,488$50.5K0.03%+50,488New
Rakuten Securities, Inc.97$55.7K0.02%−1−1.0%Reduced
Bank of Jackson Hole Trust103$59.1K0.03%−59−36.4%Reduced
Cary Street Partners Financial LLC103$59.1K0.00%+11+12.0%Added
WPG Advisers, LLC104$59.7K0.04%+9+9.5%Added
DV Equities, LLC106$60.8K0.01%+106New
Generali Investments, Management Co LLC107$61.4K0.01%00.0%Unchanged
Quent Capital, LLC107$61.6K0.00%−34−24.1%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$63.1K0.02%00.0%Unchanged
Private Trust Co NA113$64.8K0.01%−31−21.5%Reduced
Pin Oak Investment Advisors Inc121$67.0K0.05%−2−1.6%Reduced
Rothschild Investment LLC124$71.3K0.00%−356−74.2%Reduced
Group One Trading, L.P.130$74.6K0.00%−90−40.9%Reduced
E Fund Management (Hong Kong) Co., Ltd.124$77.5K0.03%+123+12,300.0%Added
Wealth Enhancement Trust Services, Inc.136$78.0K0.01%+136New
Osterweis Capital Management Inc137$78.6K0.00%−12−8.1%Reduced
Center for Financial Planning, Inc.145$83.2K0.01%00.0%Unchanged
Rossby Financial, LCC151$86.6K0.03%−213−58.5%Reduced
Ronald Blue Trust, Inc.154$88.4K0.00%−1−0.6%Reduced
GW&K Investment Management, LLC157$90.0K0.00%+59+60.2%Added
DV Trading LLC160$91.8K0.01%+160New
Golden State Wealth Management, LLC168$96.4K0.01%00.0%Unchanged
Dunhill Financial, LLC178$102.2K0.02%+1+0.6%Added
Sunbelt Securities, Inc.181$103.8K0.01%−4−2.2%Reduced