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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 193 | $111.0K | 0.07% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 195 | $111.9K | 0.05% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 200 | $114.7K | 0.02% | +200 | New |
| Umb Bank N A | 204 | $117.0K | 0.00% | −145−41.5% | Reduced |
| Covestor Ltd | 209 | $120.0K | 0.06% | −21−9.1% | Reduced |
| Parkside Financial Bank & Trust | 212 | $121.6K | 0.01% | +24+12.8% | Added |
| Clear Street Markets LLC | 216 | $123.9K | 0.02% | +83+62.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 218 | $125.1K | 0.02% | +11+5.3% | Added |
| Larson Financial Group LLC | 220 | $126.4K | 0.00% | −10−4.3% | Reduced |
| Onefund, LLC | 227 | $130.2K | 0.08% | +11+5.1% | Added |
| Cromwell Holdings LLC | 237 | $136.0K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 238 | $136.5K | 0.06% | −23−8.8% | Reduced |
| Clean Yield Group | 245 | $140.6K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $140.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 247 | $141.7K | 0.02% | −4−1.6% | Reduced |
| Godsey & Gibb Associates | 250 | $143.4K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 254 | $145.7K | 0.02% | +254 | New |
| Versant Capital Management, Inc | 264 | $151.5K | 0.02% | −403−60.4% | Reduced |
| IFP Advisors, Inc | 274 | $157.2K | 0.00% | −2,278−89.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 287 | $164.7K | 0.02% | +287 | New |
| Optiver Holding B.V. | 289 | $165.8K | 0.00% | +289 | New |
| Financial Consulate, Inc | 292 | $167.5K | 0.02% | −104−26.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 294 | $168.7K | 0.12% | +1+0.3% | Added |
| Banque de Luxembourg S.A. | 300 | $172.1K | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 301 | $172.7K | 0.00% | −3,768−92.6% | Reduced |
| Harbour Investments, Inc. | 304 | $174.4K | 0.00% | +13+4.5% | Added |
| Whittier Trust Co | 300 | $176.1K | 0.00% | −30−9.1% | Reduced |
| Massmutual Trust Co FSB | 309 | $177.3K | 0.00% | +15+5.1% | Added |
| TD Private Client Wealth LLC | 315 | $180.7K | 0.00% | −3−0.9% | Reduced |
| Capula Management Ltd | 317 | $181.9K | 0.00% | −69−17.9% | Reduced |
| Los Angeles Capital Management LLC | 340 | $198.3K | 0.00% | −29,032−98.8% | Reduced |
| JCIC Asset Management Inc. | 347 | $199.1K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 351 | $201.4K | 0.00% | −39−10.0% | Reduced |
| Wedbush Securities Inc | 352 | $202.0K | 0.01% | −9−2.5% | Reduced |
| Howard Bailey Securities, LLC | 353 | $202.5K | 0.08% | −16−4.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 354 | $203.1K | 0.01% | −25−6.6% | Reduced |
| Armis Advisers, LLC | 368 | $203.4K | 0.02% | −20−5.2% | Reduced |
| Centiva Capital, LP | 355 | $203.7K | 0.01% | +355 | New |
| Pinnacle Financial Partners, Inc. | 356 | $204.2K | 0.00% | +356 | New |
| Baader Bank INC | 415 | $207.3K | 0.02% | −366−46.9% | Reduced |
| J. Safra Sarasin Holding AG | 362 | $207.7K | 0.00% | −1,176−76.5% | Reduced |
| Legacy Advisors, LLC | 363 | $208.3K | 0.02% | +363 | New |
| L2 Asset Management, LLC | 369 | $211.9K | 0.03% | +14+3.9% | Added |
| Summa Corp. | 372 | $213.4K | 0.09% | −10−2.6% | Reduced |
| McHugh Group, LLC | 375 | $215.1K | 0.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 375 | $215.2K | 0.01% | +17+4.7% | Added |
| Ritter Alpha, LP | 378 | $216.9K | 9.25% | +378 | New |
| Savant Capital, LLC | 379 | $217.5K | 0.00% | −198−34.3% | Reduced |
| EntryPoint Capital, LLC | 380 | $218.0K | 0.09% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 382 | $219.2K | 0.00% | +382 | New |
| Summit Financial, LLC | 384 | $220.0K | 0.00% | +384 | New |
| Hutchens & Kramer Investment Management Group, LLC | 385 | $220.9K | 0.08% | −11−2.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 385 | $221.0K | 0.01% | +385 | New |
| Advisor OS, LLC | 387 | $222.0K | 0.02% | +7+1.8% | Added |
| Impact Capital Partners LLC | 388 | $222.6K | 0.07% | −57−12.8% | Reduced |
| Everhart Financial Group, Inc. | 388 | $222.6K | 0.02% | +31+8.7% | Added |
| Baron Wealth Management LLC | 388 | $222.8K | 0.07% | +24+6.6% | Added |
| Frec Markets, Inc. | 391 | $224.4K | 0.07% | +391 | New |
| Kera Capital Partners, Inc. | 371 | $226.0K | 0.03% | −4−1.1% | Reduced |
| StoneX Group Inc. | 397 | $227.8K | 0.01% | +397 | New |
| Abc Arbitrage SA | 398 | $228.3K | 0.02% | +398 | New |
| Claret Asset Management Corp | 402 | $231.0K | 0.03% | −1−0.2% | Reduced |
| Independent Advisor Alliance | 403 | $231.4K | 0.01% | −106−20.8% | Reduced |
| Emerald Advisers, LLC | 404 | $231.8K | 0.01% | −18−4.3% | Reduced |
| Empower Advisory Group, LLC | 406 | $232.9K | 0.00% | −199−32.9% | Reduced |
| WealthBridge Capital Management, LLC | 406 | $232.9K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 409 | $234.7K | 0.03% | −2−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 409 | $234.7K | 0.02% | +409 | New |
| Penserra Capital Management LLC | 412 | $235.0K | 0.00% | −4−1.0% | Reduced |
| City Holding Co | 410 | $235.2K | 0.03% | −1,953−82.6% | Reduced |
| Patton Fund Management, Inc. | 410 | $235.2K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 414 | $237.5K | 0.01% | −115−21.7% | Reduced |
| Marex Group plc | 414 | $237.5K | 0.00% | +414 | New |
| Smithfield Trust Co | 417 | $238.0K | 0.01% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 415 | $238.1K | 0.09% | +55+15.3% | Added |
| Conning Inc. | 416 | $238.7K | 0.01% | −21−4.8% | Reduced |
| waypoint wealth counsel | 419 | $240.4K | 0.09% | +419 | New |
| Waterloo Capital, L.P. | 419 | $240.6K | 0.02% | +419 | New |
| Venture Visionary Partners LLC | 422 | $242.1K | 0.01% | −2−0.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 423 | $242.7K | 0.38% | +423 | New |
| LGT Group Foundation | 419 | $244.0K | 0.00% | −11,510−96.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 428 | $245.6K | 0.01% | +72+20.2% | Added |
| Legacy Financial Advisors, Inc. | 428 | $245.7K | 0.03% | +428 | New |
| Permanent Capital Management, LP | 429 | $246.1K | 0.05% | −207−32.5% | Reduced |
| Focus Financial Network, Inc. | 430 | $246.5K | 0.01% | −36−7.7% | Reduced |
| OneAscent Investment Solutions LLC | 440 | $252.4K | 0.27% | +4+0.9% | Added |
| Marble Wealth, LLC | 444 | $255.0K | 0.04% | +444 | New |
| Rainey & Randall Investment Management Inc. | 445 | $255.3K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 445 | $255.3K | 0.05% | +45+11.3% | Added |
| Fortis Capital Management LLC | 445 | $255.5K | 0.03% | −9,678−95.6% | Reduced |
| Axxcess Wealth Management, LLC | 448 | $257.3K | 0.00% | −149−25.0% | Reduced |
| Founders Financial Securities LLC | 454 | $260.5K | 0.02% | +454 | New |
| Capital Advisors Inc | 462 | $265.0K | 0.00% | −2−0.4% | Reduced |
| Optivise Advisory Services LLC | 462 | $265.1K | 0.15% | −85−15.5% | Reduced |
| CWA Asset Management Group, LLC | 464 | $266.2K | 0.01% | −12−2.5% | Reduced |
| Chancellor Financial Group WB LP | 467 | $267.9K | 0.18% | 00.0% | Unchanged |
| ING Groep NV | 468 | $268.5K | 0.00% | −3,155−87.1% | Reduced |
| Evergreen Capital Management LLC | 474 | $271.9K | 0.01% | −52−9.9% | Reduced |
| Howard Capital Management Inc. | 475 | $272.5K | 0.00% | +2+0.4% | Added |
| Premier Path Wealth Partners, LLC | 476 | $273.1K | 0.04% | +88+22.7% | Added |