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 |
|---|---|---|---|---|---|
| Wealth Alliance | 477 | $273.7K | 0.03% | −69−12.6% | Reduced |
| Bridgewater Advisors Inc. | 465 | $273.9K | 0.02% | −17−3.5% | Reduced |
| TD Waterhouse Canada Inc. | 483 | $277.1K | 0.00% | +4+0.8% | Added |
| Aprio Wealth Management, LLC | 487 | $279.2K | 0.02% | +90+22.7% | Added |
| Battery Global Advisors, LLC | 1,082 | $279.9K | 0.13% | +1,061+5,052.4% | Added |
| Founders Financial Alliance, LLC | 494 | $283.4K | 0.05% | +7+1.4% | Added |
| New Age Alpha Advisors, LLC | 494 | $283.4K | 0.01% | +295+148.2% | Added |
| Global Retirement Partners, LLC | 494 | $283.5K | 0.01% | +352+247.9% | Added |
| Shepherd Street Advisors LLC | 497 | $285.1K | 0.27% | +497 | New |
| Davy Global Fund Management Ltd | 499 | $286.3K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 500 | $286.9K | 0.23% | 00.0% | Unchanged |
| World Equity Group, Inc. | 501 | $287.4K | 0.08% | −125−20.0% | Reduced |
| Curated Wealth Partners LLC | 506 | $290.3K | 0.03% | +506 | New |
| Blue Edge Capital, LLC | 508 | $291.5K | 0.04% | +108+27.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 509 | $292.0K | 0.09% | −812−61.5% | Reduced |
| PDS Planning, Inc | 512 | $293.8K | 0.02% | −56−9.9% | Reduced |
| Oppenheimer & Co Inc | 512 | $293.8K | 0.00% | +148+40.7% | Added |
| City National Bank of Florida | 514 | $294.9K | 0.19% | +23+4.7% | Added |
| Chilton Investment Co LLC | 530 | $304.1K | 0.01% | −77−12.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 530 | $304.2K | 0.08% | +21+4.1% | Added |
| 71 West Capital Partners | 534 | $306.4K | 0.01% | +534 | New |
| CX Institutional | 537 | $308.0K | 0.01% | +31+6.1% | Added |
| Blair William & Co | 540 | $309.8K | 0.00% | −89−14.1% | Reduced |
| Krilogy Financial LLC | 528 | $313.7K | 0.01% | −506−48.9% | Reduced |
| Cambria Investment Management, L.P. | 547 | $313.8K | 0.02% | +100+22.4% | Added |
| Jain Global LLC | 548 | $314.4K | 0.00% | +548 | New |
| ABN AMRO Bank N.V. | 550 | $314.4K | 0.00% | +550 | New |
| Private Advisor Group, LLC | 556 | $318.9K | 0.00% | −187−25.2% | Reduced |
| Capital Advisors, Ltd. LLC | 563 | $323.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 568 | $325.9K | 0.01% | +17+3.1% | Added |
| Keel Point, LLC | 572 | $328.0K | 0.02% | −50−8.0% | Reduced |
| Fenimore Asset Management Inc | 572 | $328.2K | 0.01% | 00.0% | Unchanged |
| PCM Encore, LLC | 573 | $328.8K | 0.07% | +573 | New |
| Weaver Capital Management LLC | 574 | $329.3K | 0.07% | 00.0% | Unchanged |
| JSF Financial, LLC | 583 | $334.5K | 0.07% | −50−7.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 585 | $335.6K | 0.00% | −736−55.7% | Reduced |
| Havemeyer Place LP | 585 | $335.6K | 0.07% | +585 | New |
| Citadel Investment Advisory, Inc. | 585 | $336.0K | 0.15% | +5+0.9% | Added |
| Zions Bancorporation, National Association | 588 | $337.4K | 0.02% | +386+191.1% | Added |
| Gryphon Financial Partners LLC | 591 | $339.3K | 0.04% | +3+0.5% | Added |
| Sowell Financial Services LLC | 593 | $340.3K | 0.01% | +37+6.7% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $342.2K | 0.01% | −26−4.3% | Reduced |
| Apeiron RIA LLC | 548 | $342.5K | 0.07% | −9−1.6% | Reduced |
| Sava Infond d.o.o. | 600 | $344.2K | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 601 | $344.8K | 0.03% | −32−5.1% | Reduced |
| Ci Investments Inc. | 602 | $345.4K | 0.00% | −992−62.2% | Reduced |
| Advisory Services Network, LLC | 610 | $350.1K | 0.00% | −180−22.8% | Reduced |
| Connecticut Wealth Management, LLC | 611 | $350.5K | 0.02% | −5−0.8% | Reduced |
| Insigneo Advisory Services, LLC | 612 | $351.1K | 0.03% | −20,523−97.1% | Reduced |
| Forum Financial Management, LP | 617 | $354.0K | 0.00% | +1+0.2% | Added |
| Journey Strategic Wealth LLC | 618 | $354.5K | 0.01% | +20+3.3% | Added |
| Caerus Investment Advisors, LLC | 618 | $354.6K | 0.12% | +26+4.4% | Added |
| Bourgeon Capital Management LLC | 618 | $354.6K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 621 | $356.3K | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 624 | $358.0K | 0.01% | −311−33.3% | Reduced |
| Crestwood Advisors Group LLC | 635 | $364.3K | 0.01% | −34−5.1% | Reduced |
| Stevens Capital Management LP | 638 | $366.0K | 0.13% | +638 | New |
| Valeo Financial Advisors, LLC | 638 | $366.0K | 0.01% | −20−3.0% | Reduced |
| Sigma Planning Corp | 640 | $367.0K | 0.01% | −14−2.1% | Reduced |
| Sagespring Wealth Partners, LLC | 641 | $367.8K | 0.01% | +33+5.4% | Added |
| Chicago Partners Investment Group LLC | 626 | $369.2K | 0.01% | −177−22.0% | Reduced |
| Aptus Capital Advisors, LLC | 658 | $377.5K | 0.00% | −14−2.1% | Reduced |
| Potomac Fund Management Inc | 663 | $380.5K | 0.01% | +148+28.7% | Added |
| Net Worth Advisory Group | 663 | $380.6K | 0.08% | +12+1.8% | Added |
| V-Square Quantitative Management LLC | 666 | $382.1K | 0.04% | +666 | New |
| Massachusetts Financial Services Co | 666 | $382.1K | 0.00% | −92,604−99.3% | Reduced |
| Wrapmanager Inc | 669 | $383.8K | 0.13% | −62−8.5% | Reduced |
| Guinness Asset Management LTD | 656 | $384.3K | 0.01% | −21−3.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 671 | $385.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 673 | $386.1K | 0.01% | −32−4.5% | Reduced |
| Security Financial Services, INC. | 673 | $386.1K | 0.06% | −24−3.4% | Reduced |
| CM Wealth Advisors LLC | 676 | $387.8K | 0.09% | +676 | New |
| Checchi Capital Advisers, LLC | 684 | $392.4K | 0.03% | −24−3.4% | Reduced |
| Castleview Partners, LLC | 685 | $393.0K | 0.19% | +11+1.6% | Added |
| Ramirez Asset Management, Inc. | 686 | $393.6K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 688 | $394.7K | 0.00% | −113−14.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 689 | $395.3K | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 690 | $395.9K | 0.02% | −634−47.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 690 | $395.9K | 0.01% | −40−5.5% | Reduced |
| Aaron Wealth Advisors | 698 | $400.5K | 0.02% | +315+82.2% | Added |
| True North Advisors, LLC | 698 | $400.5K | 0.05% | +196+39.0% | Added |
| Edmond de Rothschild Holding S.A. | 700 | $401.6K | 0.01% | −15−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 704 | $404.0K | 0.01% | −21−2.9% | Reduced |
| Cigna Investments Inc | 711 | $408.0K | 0.06% | −23−3.1% | Reduced |
| Meridian Wealth Management, LLC | 717 | $411.4K | 0.01% | +78+12.2% | Added |
| Sage Mountain Advisors LLC | 719 | $412.5K | 0.02% | +182+33.9% | Added |
| LGT Fund Management Co Ltd. | 710 | $413.4K | 0.03% | −418−37.1% | Reduced |
| Parallel Advisors, LLC | 728 | $418.0K | 0.01% | −8−1.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 729 | $418.2K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 729 | $418.2K | 0.06% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 730 | $418.8K | 0.02% | +730 | New |
| Armistice Capital, LLC | 731 | $419.4K | 0.01% | +731 | New |
| Hilltop Holdings Inc. | 733 | $420.5K | 0.03% | −27−3.6% | Reduced |
| Pensionmark Financial Group, LLC | 740 | $424.6K | 0.01% | +31+4.4% | Added |
| Mather Group, LLC. | 746 | $427.8K | 0.00% | −8−1.1% | Reduced |
| R Squared Ltd | 750 | $430.3K | 0.20% | +750 | New |
| TownSquare Capital, LLC | 760 | $436.0K | 0.10% | −752−49.7% | Reduced |
| Warren Averett Asset Management, LLC | 770 | $441.8K | 0.00% | +78+11.3% | Added |
| Elk River Wealth Management, LLC | 773 | $443.5K | 0.07% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 773 | $443.5K | 0.11% | +113+17.1% | Added |