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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 9,862 | $5.66M | 0.03% | −26,359−72.8% | Reduced |
| Jensen Investment Management Inc | 9,850 | $5.65M | 0.09% | −1,200−10.9% | Reduced |
| Nissay Asset Management Corp | 9,799 | $5.62M | 0.03% | +109+1.1% | Added |
| Eurizon Capital SGR S.p.A. | 9,729 | $5.59M | 0.02% | +9,729 | New |
| Marks Group Wealth Management, Inc | 9,728 | $5.58M | 0.53% | −12,376−56.0% | Reduced |
| Janus Henderson Group PLC | 9,686 | $5.56M | 0.00% | +509+5.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,618 | $5.52M | 0.12% | +9,618 | New |
| Vanderbilt University | 9,586 | $5.50M | 0.94% | +854+9.8% | Added |
| Triveni Capital Investments LP | 9,540 | $5.47M | 4.08% | +9,540 | New |
| Groupe la Francaise | 9,485 | $5.44M | 0.08% | +73+0.8% | Added |
| Osmosis Investment Management UK Ltd | 9,415 | $5.40M | 0.14% | +9,415 | New |
| JustInvest LLC | 9,318 | $5.35M | 0.05% | −38−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 9,303 | $5.34M | 0.03% | +206+2.3% | Added |
| Evoke Wealth, LLC | 9,200 | $5.28M | 0.10% | −323−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,953 | $5.25M | 0.01% | +147+1.7% | Added |
| Cetera Investment Advisers | 9,095 | $5.22M | 0.01% | +737+8.8% | Added |
| CWM, LLC | 9,057 | $5.20M | 0.01% | −5,513−37.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,980 | $5.15M | 0.03% | −38−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,975 | $5.15M | 0.25% | +8,975 | New |
| Westpac Banking Corp | 8,918 | $5.12M | 0.32% | −468−5.0% | Reduced |
| BNP Paribas | 8,803 | $5.06M | 0.14% | +527+6.4% | Added |
| Sterling Capital Management LLC | 8,675 | $4.98M | 0.08% | −2,185−20.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,647 | $4.96M | 0.06% | −234−2.6% | Reduced |
| MML Investors Services, LLC | 8,522 | $4.89M | 0.01% | +6,538+329.5% | Added |
| Advisors Asset Management, Inc. | 8,490 | $4.87M | 0.08% | +990+13.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 8,171 | $4.69M | 0.66% | +87+1.1% | Added |
| Logan Capital Management Inc | 8,142 | $4.67M | 0.20% | −152−1.8% | Reduced |
| Wormser Freres Gestion | 8,126 | $4.66M | 2.65% | +158+2.0% | Added |
| Yousif Capital Management, LLC | 7,916 | $4.62M | 0.05% | −784−9.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,884 | $4.52M | 0.01% | −209,788−96.4% | Reduced |
| Clear Harbor Asset Management, LLC | 7,790 | $4.47M | 0.31% | +11+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 7,684 | $4.41M | 0.00% | +323+4.4% | Added |
| Vancity Investment Management Ltd | 7,674 | $4.40M | 0.60% | −19,838−72.1% | Reduced |
| Bell Asset Management Ltd | 7,582 | $4.39M | 1.17% | −671−8.1% | Reduced |
| Americana Partners, LLC | 7,458 | $4.28M | 0.12% | +4,020+116.9% | Added |
| Roundview Capital LLC | 7,351 | $4.22M | 0.26% | −225−3.0% | Reduced |
| UniSuper Management Pty Ltd | 7,346 | $4.21M | 0.03% | −242−3.2% | Reduced |
| Verition Fund Management LLC | 7,344 | $4.21M | 0.02% | −687−8.6% | Reduced |
| Manning & Napier Advisors LLC | 7,059 | $4.11M | 0.05% | −1,893−21.1% | Reduced |
| Rockefeller Capital Management L.P. | 7,100 | $4.07M | 0.01% | +2,510+54.7% | Added |
| Tsai Capital Corp | 6,994 | $4.01M | 2.73% | +251+3.7% | Added |
| Ethic Inc. | 6,963 | $3.99M | 0.06% | −80−1.1% | Reduced |
| Avanza Fonder AB | 6,943 | $3.98M | 0.10% | +1,528+28.2% | Added |
| Brinker Capital Investments, LLC | 6,933 | $3.98M | 0.03% | −2,527−26.7% | Reduced |
| Quantitative Investment Management, LLC | 6,885 | $3.95M | 0.38% | +5,739+500.8% | Added |
| Wealthfront Advisers LLC | 6,864 | $3.94M | 0.01% | −493−6.7% | Reduced |
| Callan Family Office, LLC | 6,812 | $3.91M | 0.08% | +4,050+146.6% | Added |
| Andra AP-fonden | 6,780 | $3.89M | 0.05% | +2,580+61.4% | Added |
| Thrivent Financial for Lutherans | 6,758 | $3.88M | 0.01% | −18,954−73.7% | Reduced |
| Cumberland Partners Ltd | 6,750 | $3.87M | 0.24% | +3,250+92.9% | Added |
| Empowered Funds, LLC | 6,661 | $3.82M | 0.06% | +556+9.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 6,635 | $3.81M | 7.87% | +52+0.8% | Added |
| Knollwood Investment Advisory, LLC | 6,597 | $3.78M | 0.36% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,518 | $3.74M | 0.01% | +3,340+105.1% | Added |
| Walleye Trading LLC | 6,410 | $3.68M | 0.06% | +6,410 | New |
| Illinois Municipal Retirement Fund | 6,351 | $3.64M | 0.05% | +727+12.9% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,210 | $3.56M | 0.35% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,129 | $3.52M | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,055 | $3.47M | 0.01% | −2,393−28.3% | Reduced |
| First Foundation Advisors | 6,023 | $3.46M | 0.13% | −1,050−14.8% | Reduced |
| Callahan Advisors, LLC | 5,990 | $3.44M | 0.28% | +5,990 | New |
| Voleon Capital Management LP | 5,984 | $3.43M | 0.07% | −2,509−29.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,933 | $3.40M | 0.24% | +1,583+36.4% | Added |
| CIBC World Markets Inc. | 5,920 | $3.40M | 0.01% | +363+6.5% | Added |
| Global X Japan Co., Ltd. | 5,790 | $3.32M | 0.25% | +4,653+409.2% | Added |
| Merit Financial Group, LLC | 5,719 | $3.28M | 0.03% | −1,041−15.4% | Reduced |
| Davenport & Co LLC | 5,593 | $3.21M | 0.02% | −1,080−16.2% | Reduced |
| Allstate Corp | 5,582 | $3.20M | 0.04% | +2,821+102.2% | Added |
| NEOS Investment Management LLC | 5,509 | $3.16M | 0.02% | −378−6.4% | Reduced |
| K.J. Harrison & Partners Inc | 5,484 | $3.15M | 0.42% | +3,870+239.8% | Added |
| Portside Wealth Group, LLC | 5,391 | $3.09M | 0.42% | −1,090−16.8% | Reduced |
| Mizuho Securities USA LLC | 5,471 | $3.08M | 0.05% | −164−2.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 5,374 | $3.08M | 1.42% | +2,147+66.5% | Added |
| ExodusPoint Capital Management, LP | 5,287 | $3.03M | 0.03% | +5,287 | New |
| Evelyn Partners Investment Management LLP | 5,160 | $2.96M | 0.08% | −275−5.1% | Reduced |
| Pictet Bank & Trust Ltd | 5,150 | $2.95M | 3.54% | +2,775+116.8% | Added |
| EFG International AG | 5,065 | $2.91M | 0.06% | +5,065 | New |
| Capital Group Private Client Services, Inc. | 5,029 | $2.89M | 0.05% | −74−1.5% | Reduced |
| Elwood Capital Partners LP | 5,000 | $2.87M | 2.45% | +5,000 | New |
| Ghe, LLC | 4,950 | $2.84M | 0.94% | +4,950 | New |
| Allianz Asset Management GmbH | 4,940 | $2.83M | 0.00% | −2,690−35.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,922 | $2.82M | 0.01% | +3,979+422.0% | Added |
| Kirtland Hills Capital Management, LLC | 4,881 | $2.80M | 0.98% | +184+3.9% | Added |
| Icon Wealth Advisors, LLC | 4,831 | $2.77M | 0.18% | −285−5.6% | Reduced |
| Freedom Day Solutions, LLC | 4,811 | $2.76M | 0.75% | +44+0.9% | Added |
| Kentucky Retirement Systems | 4,722 | $2.71M | 0.07% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,720 | $2.71M | 0.01% | −929−16.4% | Reduced |
| Neo Ivy Capital Management | 4,712 | $2.70M | 0.43% | +4,712 | New |
| Steward Partners Investment Advisory, LLC | 4,678 | $2.68M | 0.01% | +1,166+33.2% | Added |
| First Citizens Bank & Trust Co | 4,678 | $2.68M | 0.06% | +4,678 | New |
| WealthBridge Investment Counsel Inc. | 4,657 | $2.67M | 0.80% | +595+14.6% | Added |
| Norinchukin Bank, The | 4,653 | $2.67M | 0.03% | −551−10.6% | Reduced |
| Meitav Dash Investments Ltd | 4,613 | $2.65M | 0.03% | −874−15.9% | Reduced |
| Allianz SE | 4,575 | $2.62M | 0.03% | 00.0% | Unchanged |
| Tema ETFs LLC | 4,542 | $2.61M | 0.20% | −378−7.7% | Reduced |
| Norden Group LLC | 4,518 | $2.59M | 0.25% | −622−12.1% | Reduced |
| HB Wealth Management, LLC | 4,504 | $2.58M | 0.02% | −81−1.8% | Reduced |
| Value Partners Investments Inc. | 4,452 | $2.56M | 0.20% | +58+1.3% | Added |
| Palumbo Wealth Management LLC | 4,440 | $2.55M | 0.63% | +5+0.1% | Added |
| Alamar Capital Management, LLC | 4,395 | $2.52M | 1.39% | −475−9.8% | Reduced |