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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 774 | $444.0K | 0.01% | +292+60.6% | Added |
| First Manhattan Co | 779 | $446.9K | 0.00% | +779 | New |
| Aster Capital Management (DIFC) Ltd | 781 | $448.1K | 0.20% | +781 | New |
| Clearstead Advisors, LLC | 791 | $453.8K | 0.01% | −6−0.8% | Reduced |
| GWN Securities Inc. | 795 | $456.5K | 0.09% | +137+20.8% | Added |
| Ascent Group, LLC | 796 | $456.8K | 0.02% | +53+7.1% | Added |
| Wallace Advisory Group, LLC | 808 | $463.6K | 0.49% | −528−39.5% | Reduced |
| Perigon Wealth Management, LLC | 813 | $466.4K | 0.01% | −148−15.4% | Reduced |
| Employees Retirement System of Texas | 815 | $468.0K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 817 | $468.7K | 0.09% | −8−1.0% | Reduced |
| Optimize Financial Inc | 819 | $469.9K | 0.24% | +8+1.0% | Added |
| Boit C F David | 810 | $470.7K | 0.20% | 00.0% | Unchanged |
| Profund Advisors LLC | 826 | $473.9K | 0.01% | −281−25.4% | Reduced |
| Waddell & Associates, LLC | 829 | $475.6K | 0.03% | +184+28.5% | Added |
| Virtu Financial LLC | 831 | $476.0K | 0.02% | −2,449−74.7% | Reduced |
| AdvisorShares Investments LLC | 830 | $476.2K | 0.08% | +20+2.5% | Added |
| Tandem Investment Advisors, Inc. | 844 | $484.2K | 0.02% | −50−5.6% | Reduced |
| Aviso Financial Inc. | 844 | $484.2K | 0.02% | −15−1.7% | Reduced |
| ORG Wealth Partners, LLC | 862 | $494.5K | 0.12% | −50−5.5% | Reduced |
| Trust Asset Management LLC | 870 | $499.1K | 0.03% | −35−3.9% | Reduced |
| Savvy Advisors, Inc. | 871 | $499.7K | 0.02% | +10+1.2% | Added |
| Kathmere Capital Management, LLC | 874 | $501.4K | 0.03% | +62+7.6% | Added |
| Arkadios Wealth Advisors | 885 | $507.8K | 0.01% | +97+12.3% | Added |
| Leonteq Securities AG | 896 | $514.1K | 0.03% | −370−29.2% | Reduced |
| Salvus Wealth Management, LLC | 904 | $518.7K | 0.29% | +37+4.3% | Added |
| Sivia Capital Partners, LLC | 916 | $525.6K | 0.11% | −184−16.7% | Reduced |
| SRS Capital Advisors, Inc. | 918 | $526.6K | 0.02% | −10,020−91.6% | Reduced |
| Hamilton Capital Partners Inc. | 918 | $526.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 934 | $535.6K | 0.02% | −529−36.2% | Reduced |
| Farther Finance Advisors, LLC | 939 | $538.7K | 0.01% | +334+55.2% | Added |
| Scotia Capital Inc. | 944 | $541.6K | 0.00% | −13,658−93.5% | Reduced |
| Brown Brothers Harriman & Co | 959 | $550.2K | 0.00% | +180+23.1% | Added |
| Jefferies Financial Group Inc. | 960 | $550.8K | 0.00% | +710+284.0% | Added |
| Resources Investment Advisors, LLC. | 963 | $552.6K | 0.01% | −13−1.3% | Reduced |
| London & Capital Asset Management Ltd | 963 | $552.7K | 0.01% | +963 | New |
| Wellspring Financial Advisors, LLC | 967 | $554.8K | 0.04% | +967 | New |
| Evercore Wealth Management, LLC | 969 | $555.9K | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 971 | $557.1K | 0.00% | +971 | New |
| Smartleaf Asset Management LLC | 961 | $559.5K | 0.02% | −129−11.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 981 | $563.0K | 0.14% | +1+0.1% | Added |
| Harbor Advisors LLC | 1,000 | $573.7K | 0.09% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,000 | $574.0K | 0.14% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,006 | $577.2K | 0.08% | +130+14.8% | Added |
| Bradley Foster & Sargent Inc | 1,010 | $579.5K | 0.01% | +2+0.2% | Added |
| HighPoint Advisor Group LLC | 1,011 | $580.1K | 0.01% | +9+0.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,013 | $581.2K | 0.03% | +1,013 | New |
| Integrated Wealth Concepts LLC | 1,017 | $583.7K | 0.01% | −1,455−58.9% | Reduced |
| Crestmont Private Wealth LLC | 1,040 | $596.7K | 0.19% | +40+4.0% | Added |
| Fideuram Asset Management (Ireland) dac | 1,039 | $604.9K | 0.05% | +1,039 | New |
| Stanley-Laman Group, Ltd. | 1,058 | $607.0K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,067 | $612.1K | 0.00% | +246+30.0% | Added |
| NBC Securities, Inc. | 1,067 | $612.2K | 0.05% | −14−1.3% | Reduced |
| Gilbert & Cook, Inc. | 1,069 | $613.3K | 0.08% | +6+0.6% | Added |
| Allworth Financial LP | 1,074 | $616.1K | 0.00% | +18+1.7% | Added |
| Huntington National Bank | 1,074 | $616.2K | 0.00% | +20+1.9% | Added |
| Birch Financial Group, LLC | 1,075 | $617.0K | 0.35% | +9+0.8% | Added |
| Centaurus Financial, Inc. | 1,084 | $622.0K | 0.03% | +50+4.8% | Added |
| Flputnam Investment Management Co | 1,091 | $625.9K | 0.01% | −53−4.6% | Reduced |
| Ebert Capital Management Inc. | 1,029 | $626.9K | 0.61% | +1,029 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,100 | $631.1K | 0.24% | +261+31.1% | Added |
| AlphaGrep UK Ltd | 1,102 | $632.3K | 0.21% | +1,102 | New |
| Wealthspire Advisors, LLC | 1,104 | $633.4K | 0.01% | +400+56.8% | Added |
| Alken Asset Management Ltd. | 1,100 | $640.0K | 1.04% | 00.0% | Unchanged |
| Unified Investment Management | 1,119 | $642.2K | 0.65% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,123 | $644.7K | 0.00% | +94+9.1% | Added |
| Balyasny Asset Management LLC | 1,124 | $644.9K | 0.00% | +433+62.7% | Added |
| Kames Capital plc | 1,136 | $652.0K | 0.01% | +216+23.5% | Added |
| Sompo Asset Management Co., Ltd. | 1,140 | $654.1K | 0.11% | −10−0.9% | Reduced |
| TCW Group Inc | 1,143 | $655.8K | 0.00% | +1,143 | New |
| Hallmark Capital Management Inc | 1,145 | $656.9K | 0.04% | +59+5.4% | Added |
| One Wealth Capital Management, LLC | 1,150 | $659.8K | 0.28% | −71−5.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,160 | $665.5K | 0.15% | +1,160 | New |
| Diversify Advisory Services, LLC | 1,119 | $674.3K | 0.02% | −144−11.4% | Reduced |
| DRW Securities, LLC | 1,185 | $679.9K | 0.05% | −99−7.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,185 | $679.9K | 0.05% | −18−1.5% | Reduced |
| Hardworking Capital Advisors, LLC | 1,197 | $686.8K | 0.62% | +1,197 | New |
| GAMMA Investing LLC | 1,200 | $688.5K | 0.03% | −155−11.4% | Reduced |
| Guggenheim Capital LLC | 1,217 | $698.2K | 0.01% | −256−17.4% | Reduced |
| Cypress Asset Management Inc | 1,232 | $706.8K | 0.16% | −50−3.9% | Reduced |
| Signaturefd, LLC | 1,240 | $711.6K | 0.01% | −3−0.2% | Reduced |
| GTS Securities LLC | 1,242 | $712.6K | 0.02% | +719+137.5% | Added |
| BAM Wealth Management, LLC | 1,258 | $721.8K | 0.52% | −94−7.0% | Reduced |
| Reflection Asset Management | 1,272 | $729.8K | 0.52% | +1,272 | New |
| Ducere Wealth Management LLC | 1,284 | $736.9K | 0.28% | +1,284 | New |
| Quintet Private Bank (Europe) S.A. | 1,285 | $737.2K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,293 | $741.8K | 0.02% | −122−8.6% | Reduced |
| Beacon Pointe Advisors, LLC | 1,294 | $742.2K | 0.01% | −27−2.0% | Reduced |
| Syon Capital LLC | 1,311 | $752.2K | 0.04% | +120+10.1% | Added |
| Vise Technologies, Inc. | 1,323 | $759.3K | 0.01% | +319+31.8% | Added |
| RB Capital Management, LLC | 1,326 | $760.6K | 0.15% | −70−5.0% | Reduced |
| Fortune Financial Group, Inc. | 1,252 | $762.0K | 0.75% | +1,252 | New |
| Moody Lynn & Lieberson, LLC | 1,330 | $763.1K | 0.04% | −75−5.3% | Reduced |
| Peapack Gladstone Financial Corp | 1,349 | $774.0K | 0.01% | +397+41.7% | Added |
| Wedmont Private Capital | 1,345 | $778.5K | 0.03% | −41−3.0% | Reduced |
| Liberty Wealth Management LLC | 1,362 | $781.5K | 0.10% | −521−27.7% | Reduced |
| Pinnacle Associates Ltd | 1,380 | $791.7K | 0.01% | +254+22.6% | Added |
| Signet Financial Management, LLC | 1,380 | $791.9K | 0.09% | −8−0.6% | Reduced |
| Fred Alger Management, LLC | 1,392 | $798.6K | 0.00% | −148−9.6% | Reduced |
| Hilton Head Capital Partners, LLC | 1,395 | $800.4K | 0.47% | +1,395 | New |
| Empirical Asset Management, LLC | 1,398 | $802.3K | 0.23% | +6+0.4% | Added |