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 |
|---|---|---|---|---|---|
| MidFirst Bank | 1,400 | $803.2K | 0.06% | +1,400 | New |
| Mission Wealth Management, LP | 1,401 | $803.8K | 0.02% | +44+3.2% | Added |
| Atomi Financial Group, Inc. | 1,427 | $818.7K | 0.02% | −49−3.3% | Reduced |
| Diversify Wealth Management, LLC | 1,409 | $827.6K | 0.04% | −100−6.6% | Reduced |
| Vestcor Inc | 1,451 | $832.0K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,460 | $837.9K | 0.01% | −233−13.8% | Reduced |
| Wellington Grp LLC | 1,465 | $840.5K | 0.28% | +1,465 | New |
| SFMG, LLC | 1,473 | $845.1K | 0.06% | +348+30.9% | Added |
| Crossmark Global Holdings, Inc. | 1,473 | $845.1K | 0.01% | +413+39.0% | Added |
| Concurrent Investment Advisors, LLC | 1,480 | $848.9K | 0.01% | +1,032+230.4% | Added |
| Jacobs Levy Equity Management, Inc | 1,494 | $857.2K | 0.00% | −3,183−68.1% | Reduced |
| Coldstream Capital Management Inc | 1,504 | $862.9K | 0.01% | −49−3.2% | Reduced |
| Advisory Advocates, LLC | 1,516 | $870.0K | 0.87% | +1,516 | New |
| Intellectus Partners, LLC | 1,517 | $870.1K | 0.17% | −29−1.9% | Reduced |
| Brevan Howard Capital Management LP | 1,524 | $874.4K | 0.02% | −1,455−48.8% | Reduced |
| Kestra Investment Management, LLC | 1,539 | $883.0K | 0.02% | +110+7.7% | Added |
| Buckingham Strategic Partners | 1,549 | $889.0K | 0.01% | −802−34.1% | Reduced |
| Park Avenue Securities LLC | 1,553 | $891.0K | 0.01% | −166−9.7% | Reduced |
| King Luther Capital Management Corp | 1,555 | $892.1K | 0.00% | −15−1.0% | Reduced |
| St. Louis Trust Co | 1,564 | $897.3K | 0.10% | +1,564 | New |
| Bridgefront Capital, LLC | 1,564 | $897.3K | 0.23% | +1,564 | New |
| Delta Investment Management, LLC | 1,581 | $907.3K | 0.16% | +66+4.4% | Added |
| Hohimer Wealth Management, LLC | 1,583 | $908.3K | 0.12% | −99−5.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,584 | $909.3K | 0.19% | +1,584 | New |
| Benin Management CORP | 1,598 | $916.8K | 0.20% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,600 | $918.0K | 0.16% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,610 | $923.7K | 0.07% | −414−20.5% | Reduced |
| Kestra Advisory Services, LLC | 1,617 | $927.6K | 0.00% | −142−8.1% | Reduced |
| Jump Financial, LLC | 1,635 | $938.0K | 0.01% | +876+115.4% | Added |
| Pallas Capital Advisors LLC | 1,646 | $944.6K | 0.03% | −1,054−39.0% | Reduced |
| Meeder Advisory Services, Inc. | 1,656 | $950.3K | 0.04% | +322+24.1% | Added |
| Ballentine Partners, LLC | 1,676 | $961.6K | 0.01% | −12−0.7% | Reduced |
| SummitTX Capital, L.P. | 1,679 | $963.3K | 0.03% | +1,679 | New |
| Turtle Creek Wealth Advisors, LLC | 1,687 | $967.9K | 0.08% | +1,302+338.2% | Added |
| Harbor Capital Advisors, Inc. | 1,710 | $981.0K | 0.08% | −2−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 1,727 | $990.9K | 0.11% | −42−2.4% | Reduced |
| Stableford Capital II LLC | 1,728 | $991.4K | 0.36% | −56−3.1% | Reduced |
| LVW Advisors, LLC | 1,744 | $1.00M | 0.10% | −20−1.1% | Reduced |
| Snowden Capital Advisors LLC | 1,774 | $1.02M | 0.03% | −269−13.2% | Reduced |
| Summit Trail Advisors, LLC | 1,785 | $1.02M | 0.02% | −669−27.3% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.03M | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,819 | $1.04M | 0.23% | −1,547−46.0% | Reduced |
| Ostrum Asset Management | 1,820 | $1.04M | 0.05% | −407−18.3% | Reduced |
| Gen-Wealth Partners Inc | 1,830 | $1.05M | 0.34% | +98+5.7% | Added |
| Prime Capital Investment Advisors, LLC | 1,833 | $1.05M | 0.01% | +31+1.7% | Added |
| Boreal Capital Management LLC | 1,862 | $1.07M | 0.81% | +389+26.4% | Added |
| BDF-Gestion | 1,865 | $1.07M | 0.13% | −125−6.3% | Reduced |
| Donaldson Capital Management, LLC | 1,874 | $1.08M | 0.03% | −325−14.8% | Reduced |
| Three Seasons Wealth, LLC | 1,879 | $1.08M | 0.10% | +1+0.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,884 | $1.08M | 0.14% | +117+6.6% | Added |
| Redwood Investment Management, LLC | 1,897 | $1.09M | 0.12% | +1,897 | New |
| Fulcrum Asset Management LLP | 1,869 | $1.09M | 0.30% | −55−2.9% | Reduced |
| Atlantic Union Bankshares Corp | 1,900 | $1.09M | 0.02% | −52−2.7% | Reduced |
| Groupama Asset Managment | 1,902 | $1.09M | 0.02% | −161−7.8% | Reduced |
| Union Bancaire Privee, UBP SA | 1,873 | $1.10M | 0.02% | +694+58.9% | Added |
| Frank, Rimerman Advisors LLC | 1,924 | $1.10M | 0.07% | +16+0.8% | Added |
| Canada Post Corp Registered Pension Plan | 1,928 | $1.11M | 0.04% | +410+27.0% | Added |
| Grove Bank & Trust | 1,949 | $1.12M | 0.13% | −1,612−45.3% | Reduced |
| Nomura Holdings Inc | 1,955 | $1.12M | 0.00% | −532−21.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,979 | $1.14M | 0.07% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 1,988 | $1.14M | 1.02% | −44−2.2% | Reduced |
| AE Wealth Management LLC | 1,996 | $1.15M | 0.01% | −124−5.8% | Reduced |
| Tiptree Advisors, LLC | 2,000 | $1.15M | 0.66% | +2,000 | New |
| Limestone Investment Advisors LP | 2,000 | $1.15M | 0.78% | +2,000 | New |
| QRG Capital Management, Inc. | 2,000 | $1.15M | 0.01% | −49−2.4% | Reduced |
| Squarepoint Ops LLC | 2,002 | $1.15M | 0.00% | −84,146−97.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,023 | $1.16M | 0.18% | −106−5.0% | Reduced |
| MUFG Securities Americas Inc. | 2,024 | $1.16M | 0.07% | −63−3.0% | Reduced |
| Keybank National Association | 2,041 | $1.17M | 0.00% | +133+7.0% | Added |
| Securian Asset Management, Inc | 2,043 | $1.17M | 0.04% | −1,758−46.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,043 | $1.17M | 0.02% | +305+17.5% | Added |
| EP Wealth Advisors, LLC | 2,055 | $1.18M | 0.01% | +2,055 | New |
| Quadrant Capital Group LLC | 2,068 | $1.19M | 0.04% | −11−0.5% | Reduced |
| ProVise Management Group, LLC | 2,089 | $1.20M | 0.09% | 00.0% | Unchanged |
| Change Path, LLC | 2,131 | $1.22M | 0.03% | −101−4.5% | Reduced |
| Dakota Wealth Management | 2,133 | $1.22M | 0.02% | −210−9.0% | Reduced |
| Natixis | 2,139 | $1.23M | 0.00% | −59,592−96.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,165 | $1.24M | 0.01% | −344−13.7% | Reduced |
| Axq Capital, LP | 2,188 | $1.26M | 0.28% | +2,188 | New |
| Third View Private Wealth, LLC | 2,208 | $1.27M | 0.17% | +2,208 | New |
| Assetmark, Inc | 2,224 | $1.28M | 0.00% | +49+2.3% | Added |
| Principal Securities, Inc. | 2,263 | $1.30M | 0.02% | +105+4.9% | Added |
| Carolina Wealth Advisors, LLC | 2,270 | $1.30M | 0.58% | +2,270 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,279 | $1.30M | 0.01% | −1,230−35.1% | Reduced |
| Cornercap Investment Counsel Inc | 2,312 | $1.33M | 0.65% | −28−1.2% | Reduced |
| Dynasty Wealth Management, LLC | 2,326 | $1.33M | 0.01% | −126−5.1% | Reduced |
| Malaga Cove Capital, LLC | 2,350 | $1.35M | 0.47% | +46+2.0% | Added |
| Qsemble Capital Management, LP | 2,387 | $1.37M | 0.11% | +2,387 | New |
| Laird Norton Trust Company, LLC | 2,389 | $1.37M | 0.03% | +2,389 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,401 | $1.38M | 0.02% | −64−2.6% | Reduced |
| Metis Global Partners, LLC | 2,408 | $1.38M | 0.03% | −222−8.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,409 | $1.38M | 0.00% | −1,571−39.5% | Reduced |
| Midwest Trust Co | 2,410 | $1.38M | 0.02% | −18−0.7% | Reduced |
| Ossiam | 2,449 | $1.41M | 0.03% | −46,344−95.0% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,400 | $1.41M | 0.08% | +2,400 | New |
| DB Fitzpatrick & Co, Inc | 2,465 | $1.41M | 1.26% | +864+54.0% | Added |
| Lincoln Capital LLC | 2,502 | $1.44M | 0.26% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,509 | $1.44M | 0.79% | −25−1.0% | Reduced |
| Bennett Selby Investments LP | 2,545 | $1.46M | 0.47% | +10.0% | Added |
| Capital Investment Advisory Services, LLC | 2,567 | $1.47M | 0.10% | +82+3.3% | Added |