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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 4,940 | $2.83M | 0.00% | −2,690−35.3% | Reduced |
| Ghe, LLC | 4,950 | $2.84M | 0.94% | +4,950 | New |
| Elwood Capital Partners LP | 5,000 | $2.87M | 2.45% | +5,000 | New |
| Capital Group Private Client Services, Inc. | 5,029 | $2.89M | 0.05% | −74−1.5% | Reduced |
| EFG International AG | 5,065 | $2.91M | 0.06% | +5,065 | New |
| Pictet Bank & Trust Ltd | 5,150 | $2.95M | 3.54% | +2,775+116.8% | Added |
| Evelyn Partners Investment Management LLP | 5,160 | $2.96M | 0.08% | −275−5.1% | Reduced |
| ExodusPoint Capital Management, LP | 5,287 | $3.03M | 0.03% | +5,287 | New |
| Fairtree Asset Management (Pty) Ltd | 5,374 | $3.08M | 1.42% | +2,147+66.5% | Added |
| Mizuho Securities USA LLC | 5,471 | $3.08M | 0.05% | −164−2.9% | Reduced |
| Portside Wealth Group, LLC | 5,391 | $3.09M | 0.42% | −1,090−16.8% | Reduced |
| K.J. Harrison & Partners Inc | 5,484 | $3.15M | 0.42% | +3,870+239.8% | Added |
| NEOS Investment Management LLC | 5,509 | $3.16M | 0.02% | −378−6.4% | Reduced |
| Allstate Corp | 5,582 | $3.20M | 0.04% | +2,821+102.2% | Added |
| Davenport & Co LLC | 5,593 | $3.21M | 0.02% | −1,080−16.2% | Reduced |
| Merit Financial Group, LLC | 5,719 | $3.28M | 0.03% | −1,041−15.4% | Reduced |
| Global X Japan Co., Ltd. | 5,790 | $3.32M | 0.25% | +4,653+409.2% | Added |
| CIBC World Markets Inc. | 5,920 | $3.40M | 0.01% | +363+6.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,933 | $3.40M | 0.24% | +1,583+36.4% | Added |
| Voleon Capital Management LP | 5,984 | $3.43M | 0.07% | −2,509−29.5% | Reduced |
| Callahan Advisors, LLC | 5,990 | $3.44M | 0.28% | +5,990 | New |
| First Foundation Advisors | 6,023 | $3.46M | 0.13% | −1,050−14.8% | Reduced |
| Pacer Advisors, Inc. | 6,055 | $3.47M | 0.01% | −2,393−28.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,129 | $3.52M | 0.03% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,210 | $3.56M | 0.35% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,351 | $3.64M | 0.05% | +727+12.9% | Added |
| Walleye Trading LLC | 6,410 | $3.68M | 0.06% | +6,410 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,518 | $3.74M | 0.01% | +3,340+105.1% | Added |
| Knollwood Investment Advisory, LLC | 6,597 | $3.78M | 0.36% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 6,635 | $3.81M | 7.87% | +52+0.8% | Added |
| Empowered Funds, LLC | 6,661 | $3.82M | 0.06% | +556+9.1% | Added |
| Cumberland Partners Ltd | 6,750 | $3.87M | 0.24% | +3,250+92.9% | Added |
| Thrivent Financial for Lutherans | 6,758 | $3.88M | 0.01% | −18,954−73.7% | Reduced |
| Andra AP-fonden | 6,780 | $3.89M | 0.05% | +2,580+61.4% | Added |
| Callan Family Office, LLC | 6,812 | $3.91M | 0.08% | +4,050+146.6% | Added |
| Wealthfront Advisers LLC | 6,864 | $3.94M | 0.01% | −493−6.7% | Reduced |
| Quantitative Investment Management, LLC | 6,885 | $3.95M | 0.38% | +5,739+500.8% | Added |
| Brinker Capital Investments, LLC | 6,933 | $3.98M | 0.03% | −2,527−26.7% | Reduced |
| Avanza Fonder AB | 6,943 | $3.98M | 0.10% | +1,528+28.2% | Added |
| Ethic Inc. | 6,963 | $3.99M | 0.06% | −80−1.1% | Reduced |
| Tsai Capital Corp | 6,994 | $4.01M | 2.73% | +251+3.7% | Added |
| Rockefeller Capital Management L.P. | 7,100 | $4.07M | 0.01% | +2,510+54.7% | Added |
| Manning & Napier Advisors LLC | 7,059 | $4.11M | 0.05% | −1,893−21.1% | Reduced |
| Verition Fund Management LLC | 7,344 | $4.21M | 0.02% | −687−8.6% | Reduced |
| UniSuper Management Pty Ltd | 7,346 | $4.21M | 0.03% | −242−3.2% | Reduced |
| Roundview Capital LLC | 7,351 | $4.22M | 0.26% | −225−3.0% | Reduced |
| Americana Partners, LLC | 7,458 | $4.28M | 0.12% | +4,020+116.9% | Added |
| Bell Asset Management Ltd | 7,582 | $4.39M | 1.17% | −671−8.1% | Reduced |
| Vancity Investment Management Ltd | 7,674 | $4.40M | 0.60% | −19,838−72.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,684 | $4.41M | 0.00% | +323+4.4% | Added |
| Clear Harbor Asset Management, LLC | 7,790 | $4.47M | 0.31% | +11+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,884 | $4.52M | 0.01% | −209,788−96.4% | Reduced |
| Yousif Capital Management, LLC | 7,916 | $4.62M | 0.05% | −784−9.0% | Reduced |
| Wormser Freres Gestion | 8,126 | $4.66M | 2.65% | +158+2.0% | Added |
| Logan Capital Management Inc | 8,142 | $4.67M | 0.20% | −152−1.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 8,171 | $4.69M | 0.66% | +87+1.1% | Added |
| Advisors Asset Management, Inc. | 8,490 | $4.87M | 0.08% | +990+13.2% | Added |
| MML Investors Services, LLC | 8,522 | $4.89M | 0.01% | +6,538+329.5% | Added |
| Oregon Public Employees Retirement Fund | 8,647 | $4.96M | 0.06% | −234−2.6% | Reduced |
| Sterling Capital Management LLC | 8,675 | $4.98M | 0.08% | −2,185−20.1% | Reduced |
| BNP Paribas | 8,803 | $5.06M | 0.14% | +527+6.4% | Added |
| Westpac Banking Corp | 8,918 | $5.12M | 0.32% | −468−5.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,975 | $5.15M | 0.25% | +8,975 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,980 | $5.15M | 0.03% | −38−0.4% | Reduced |
| CWM, LLC | 9,057 | $5.20M | 0.01% | −5,513−37.8% | Reduced |
| Cetera Investment Advisers | 9,095 | $5.22M | 0.01% | +737+8.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,953 | $5.25M | 0.01% | +147+1.7% | Added |
| Evoke Wealth, LLC | 9,200 | $5.28M | 0.10% | −323−3.4% | Reduced |
| Swiss Life Asset Management Ltd | 9,303 | $5.34M | 0.03% | +206+2.3% | Added |
| JustInvest LLC | 9,318 | $5.35M | 0.05% | −38−0.4% | Reduced |
| Osmosis Investment Management UK Ltd | 9,415 | $5.40M | 0.14% | +9,415 | New |
| Groupe la Francaise | 9,485 | $5.44M | 0.08% | +73+0.8% | Added |
| Triveni Capital Investments LP | 9,540 | $5.47M | 4.08% | +9,540 | New |
| Vanderbilt University | 9,586 | $5.50M | 0.94% | +854+9.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,618 | $5.52M | 0.12% | +9,618 | New |
| Janus Henderson Group PLC | 9,686 | $5.56M | 0.00% | +509+5.5% | Added |
| Marks Group Wealth Management, Inc | 9,728 | $5.58M | 0.53% | −12,376−56.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 9,729 | $5.59M | 0.02% | +9,729 | New |
| Nissay Asset Management Corp | 9,799 | $5.62M | 0.03% | +109+1.1% | Added |
| Jensen Investment Management Inc | 9,850 | $5.65M | 0.09% | −1,200−10.9% | Reduced |
| Candriam Luxembourg S.C.A. | 9,862 | $5.66M | 0.03% | −26,359−72.8% | Reduced |
| M&T Bank Corp | 9,995 | $5.73M | 0.02% | +1,157+13.1% | Added |
| Brown Advisory Inc | 10,028 | $5.75M | 0.01% | −712−6.6% | Reduced |
| State of Alaska, Department of Revenue | 10,043 | $5.76M | 0.06% | −990−9.0% | Reduced |
| Virginia Retirement Systems Et Al | 10,060 | $5.77M | 0.03% | +9,560+1,912.0% | Added |
| iA Global Asset Management Inc. | 10,183 | $5.84M | 0.07% | +479+4.9% | Added |
| Rakuten Investment Management, Inc. | 9,979 | $5.85M | 0.02% | −10,308−50.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.55% | 00.0% | Unchanged |
| CIBC World Markets Corp | 10,530 | $6.04M | 0.03% | +10,530 | New |
| Winton Group Ltd | 10,549 | $6.05M | 0.21% | +10,549 | New |
| B. Metzler seel. Sohn & Co. AG | 10,556 | $6.06M | 0.05% | −3,621−25.5% | Reduced |
| Quantbot Technologies LP | 10,577 | $6.07M | 0.20% | +6,462+157.0% | Added |
| Pathstone Holdings, LLC | 10,644 | $6.11M | 0.02% | −1,324−11.1% | Reduced |
| Mercer Global Advisors Inc | 10,763 | $6.18M | 0.01% | −778−6.7% | Reduced |
| Advisors Capital Management, LLC | 10,784 | $6.19M | 0.07% | +28+0.3% | Added |
| New York Life Investment Management LLC | 10,891 | $6.25M | 0.05% | +408+3.9% | Added |
| Yacktman Asset Management LP | 10,900 | $6.25M | 0.09% | 00.0% | Unchanged |
| Atria Investments LLC | 10,971 | $6.29M | 0.07% | −2,255−17.0% | Reduced |
| Jones Financial Companies LLLP | 11,008 | $6.32M | 0.00% | +1,197+12.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,049 | $6.34M | 0.01% | +3,047+38.1% | Added |