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 |
|---|---|---|---|---|---|
| NVWM, LLC | 2,570 | $1.47M | 0.32% | −33−1.3% | Reduced |
| North Dakota State Investment Board | 2,577 | $1.48M | 0.06% | +2,577 | New |
| Equitable Holdings, Inc. | 2,585 | $1.48M | 0.01% | +18+0.7% | Added |
| Landscape Capital Management, L.L.C. | 2,588 | $1.48M | 0.10% | +2,588 | New |
| Toroso Investments, LLC | 2,647 | $1.52M | 0.01% | −1,558−37.1% | Reduced |
| Graham Capital Management, L.P. | 2,650 | $1.52M | 0.05% | +2,650 | New |
| Cabot Wealth Management Inc | 2,672 | $1.53M | 0.17% | −37−1.4% | Reduced |
| RSM US Wealth Management LLC | 2,644 | $1.54M | 0.02% | −940−26.2% | Reduced |
| Empirical Finance, LLC | 2,683 | $1.54M | 0.07% | −114−4.1% | Reduced |
| Trillium Asset Management, LLC | 2,627 | $1.54M | 0.05% | −185−6.6% | Reduced |
| Skopos Labs, Inc. | 2,635 | $1.54M | 0.07% | +1,216+85.7% | Added |
| XTX Topco Ltd | 2,691 | $1.54M | 0.04% | +2,264+530.2% | Added |
| Generali Asset Management SPA SGR | 2,697 | $1.55M | 0.03% | +2,697 | New |
| Fisher Asset Management, LLC | 2,739 | $1.57M | 0.00% | −556−16.9% | Reduced |
| Canandaigua National Bank & Trust Co | 2,778 | $1.59M | 0.14% | −915−24.8% | Reduced |
| Janney Montgomery Scott LLC | 2,789 | $1.60M | 0.00% | −666−19.3% | Reduced |
| Capital International Investors | 2,798 | $1.61M | 0.00% | −51,877−94.9% | Reduced |
| Omers Administration Corp | 2,831 | $1.62M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,847 | $1.63M | 0.03% | +190+7.2% | Added |
| CAPROCK Group, Inc. | 2,858 | $1.64M | 0.03% | +670+30.6% | Added |
| PFG Advisors | 2,885 | $1.66M | 0.08% | −3,657−55.9% | Reduced |
| Freestone Grove Partners LP | 2,904 | $1.67M | 0.01% | −28,556−90.8% | Reduced |
| Annandale Capital, LLC | 2,910 | $1.67M | 0.27% | +48+1.7% | Added |
| Abn Amro Investment Solutions | 2,913 | $1.67M | 0.02% | +2,913 | New |
| Essential Partners LLC | 2,936 | $1.68M | 0.52% | −114−3.7% | Reduced |
| Greenleaf Trust | 2,963 | $1.70M | 0.02% | −155−5.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,970 | $1.70M | 0.00% | −2,705−47.7% | Reduced |
| Stephens Inc | 3,007 | $1.73M | 0.02% | −265−8.1% | Reduced |
| Davidson Kahn Capital Management, LLC | 3,010 | $1.73M | 0.90% | +437+17.0% | Added |
| Vident Advisory, LLC | 3,017 | $1.73M | 0.02% | −540−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,022 | $1.73M | 0.04% | +2,150+246.6% | Added |
| Bokf, NA | 3,070 | $1.76M | 0.03% | −391−11.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,074 | $1.76M | 0.01% | +807+35.6% | Added |
| Lido Advisors, LLC | 3,110 | $1.78M | 0.01% | +61+2.0% | Added |
| Spire Wealth Management | 3,103 | $1.78M | 0.06% | +10+0.3% | Added |
| Fifth Third Bancorp | 3,106 | $1.78M | 0.01% | +115+3.8% | Added |
| Verdence Capital Advisors LLC | 3,135 | $1.80M | 0.11% | −300−8.7% | Reduced |
| Azzad Asset Management Inc | 3,158 | $1.81M | 0.18% | −44−1.4% | Reduced |
| Apollon Wealth Management, LLC | 3,197 | $1.83M | 0.03% | −237−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 3,205 | $1.84M | 0.01% | +418+15.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,206 | $1.84M | 0.08% | +188+6.2% | Added |
| Quest Partners LLC | 3,227 | $1.85M | 0.10% | +2,807+668.3% | Added |
| Strive Financial Group ,LLC | 3,249 | $1.86M | 0.99% | +3,249 | New |
| Wealthedge Investment Advisors, LLC | 3,250 | $1.86M | 0.69% | +3,250 | New |
| FORA Capital, LLC | 3,426 | $1.87M | 0.23% | +1,536+81.3% | Added |
| Trivant Custom Portfolio Group, LLC | 3,290 | $1.89M | 1.09% | −10−0.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 3,290 | $1.89M | 1.09% | +3,290 | New |
| Toth Financial Advisory Corp | 3,299 | $1.89M | 0.21% | +1,160+54.2% | Added |
| Gibbs Wealth Management | 3,306 | $1.92M | 0.46% | −478−12.6% | Reduced |
| Horizon Investments, LLC | 3,357 | $1.93M | 0.02% | −174−4.9% | Reduced |
| E. Ohman J:or Asset Management AB | 3,362 | $1.93M | 0.04% | −1,390−29.3% | Reduced |
| Diversified Trust Co | 3,396 | $1.95M | 0.04% | +705+26.2% | Added |
| GWM Advisors LLC | 3,425 | $1.97M | 0.01% | +76+2.3% | Added |
| New Mexico Educational Retirement Board | 3,500 | $2.01M | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,565 | $2.02M | 0.00% | +12+0.3% | Added |
| Farringdon Capital, Ltd. | 3,521 | $2.02M | 0.50% | +3,521 | New |
| Maryland State Retirement & Pension System | 3,602 | $2.07M | 0.04% | −200−5.3% | Reduced |
| MAI Capital Management | 3,710 | $2.13M | 0.01% | −125−3.3% | Reduced |
| Midway Capital Research & Management | 3,713 | $2.13M | 2.08% | +3,713 | New |
| Shelton Capital Management | 3,731 | $2.14M | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,743 | $2.15M | 0.02% | −302−7.5% | Reduced |
| Aurora Investment Managers, LLC. | 3,746 | $2.15M | 1.22% | +10.0% | Added |
| NewEdge Wealth, LLC | 3,754 | $2.15M | 0.02% | +1,002+36.4% | Added |
| Commonwealth Equity Services, LLC | 3,778 | $2.17M | 0.00% | −462−10.9% | Reduced |
| Engineers Gate Manager LP | 3,798 | $2.18M | 0.03% | −23,246−86.0% | Reduced |
| Louisiana State Employees Retirement System | 3,800 | $2.18M | 0.04% | −300−7.3% | Reduced |
| Gotham Asset Management, LLC | 3,807 | $2.18M | 0.01% | +27+0.7% | Added |
| Plato Investment Management Ltd | 3,798 | $2.19M | 0.14% | −92−2.4% | Reduced |
| Intech Investment Management LLC | 3,893 | $2.23M | 0.02% | −6,654−63.1% | Reduced |
| Gulf International Bank (UK) Ltd | 3,915 | $2.25M | 0.07% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,919 | $2.25M | 0.08% | +3,919 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,946 | $2.26M | 0.02% | −54−1.4% | Reduced |
| US Bancorp | 3,998 | $2.29M | 0.00% | −125−3.0% | Reduced |
| Segment Wealth Management, LLC | 4,016 | $2.30M | 0.13% | +201+5.3% | Added |
| Sumitomo Life Insurance Co | 4,062 | $2.33M | 0.06% | +17+0.4% | Added |
| Avanda Investment Management Pte. Ltd. | 4,075 | $2.34M | 2.32% | −75−1.8% | Reduced |
| MV Capital Management, Inc. | 4,105 | $2.36M | 0.23% | +94+2.3% | Added |
| Fox Run Management, L.L.C. | 4,112 | $2.36M | 0.36% | +4,112 | New |
| Acadian Asset Management LLC | 4,212 | $2.41M | 0.00% | −86,018−95.3% | Reduced |
| Delta Global Management LP | 4,297 | $2.47M | 0.18% | −142−3.2% | Reduced |
| Hartford Investment Management Co | 4,348 | $2.49M | 0.07% | −185−4.1% | Reduced |
| Alamar Capital Management, LLC | 4,395 | $2.52M | 1.39% | −475−9.8% | Reduced |
| Palumbo Wealth Management LLC | 4,440 | $2.55M | 0.63% | +5+0.1% | Added |
| Value Partners Investments Inc. | 4,452 | $2.56M | 0.20% | +58+1.3% | Added |
| HB Wealth Management, LLC | 4,504 | $2.58M | 0.02% | −81−1.8% | Reduced |
| Norden Group LLC | 4,518 | $2.59M | 0.25% | −622−12.1% | Reduced |
| Tema ETFs LLC | 4,542 | $2.61M | 0.20% | −378−7.7% | Reduced |
| Allianz SE | 4,575 | $2.62M | 0.03% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 4,613 | $2.65M | 0.03% | −874−15.9% | Reduced |
| Norinchukin Bank, The | 4,653 | $2.67M | 0.03% | −551−10.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 4,657 | $2.67M | 0.80% | +595+14.6% | Added |
| First Citizens Bank & Trust Co | 4,678 | $2.68M | 0.06% | +4,678 | New |
| Steward Partners Investment Advisory, LLC | 4,678 | $2.68M | 0.01% | +1,166+33.2% | Added |
| Neo Ivy Capital Management | 4,712 | $2.70M | 0.43% | +4,712 | New |
| Sanctuary Advisors, LLC | 4,720 | $2.71M | 0.01% | −929−16.4% | Reduced |
| Kentucky Retirement Systems | 4,722 | $2.71M | 0.07% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,811 | $2.76M | 0.75% | +44+0.9% | Added |
| Icon Wealth Advisors, LLC | 4,831 | $2.77M | 0.18% | −285−5.6% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,881 | $2.80M | 0.98% | +184+3.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,922 | $2.82M | 0.01% | +3,979+422.0% | Added |