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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 2,224 | $1.28M | 0.00% | +49+2.3% | Added |
| Third View Private Wealth, LLC | 2,208 | $1.27M | 0.17% | +2,208 | New |
| Axq Capital, LP | 2,188 | $1.26M | 0.28% | +2,188 | New |
| Exchange Traded Concepts, LLC | 2,165 | $1.24M | 0.01% | −344−13.7% | Reduced |
| Natixis | 2,139 | $1.23M | 0.00% | −59,592−96.5% | Reduced |
| Dakota Wealth Management | 2,133 | $1.22M | 0.02% | −210−9.0% | Reduced |
| Change Path, LLC | 2,131 | $1.22M | 0.03% | −101−4.5% | Reduced |
| ProVise Management Group, LLC | 2,089 | $1.20M | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,068 | $1.19M | 0.04% | −11−0.5% | Reduced |
| EP Wealth Advisors, LLC | 2,055 | $1.18M | 0.01% | +2,055 | New |
| Vestmark Advisory Solutions, Inc. | 2,043 | $1.17M | 0.02% | +305+17.5% | Added |
| Securian Asset Management, Inc | 2,043 | $1.17M | 0.04% | −1,758−46.3% | Reduced |
| Keybank National Association | 2,041 | $1.17M | 0.00% | +133+7.0% | Added |
| MUFG Securities Americas Inc. | 2,024 | $1.16M | 0.07% | −63−3.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,023 | $1.16M | 0.18% | −106−5.0% | Reduced |
| Squarepoint Ops LLC | 2,002 | $1.15M | 0.00% | −84,146−97.7% | Reduced |
| QRG Capital Management, Inc. | 2,000 | $1.15M | 0.01% | −49−2.4% | 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 |
| AE Wealth Management LLC | 1,996 | $1.15M | 0.01% | −124−5.8% | Reduced |
| Figure 8 Investment Strategies LLC | 1,988 | $1.14M | 1.02% | −44−2.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,979 | $1.14M | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,955 | $1.12M | 0.00% | −532−21.4% | Reduced |
| Grove Bank & Trust | 1,949 | $1.12M | 0.13% | −1,612−45.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,928 | $1.11M | 0.04% | +410+27.0% | Added |
| Frank, Rimerman Advisors LLC | 1,924 | $1.10M | 0.07% | +16+0.8% | Added |
| Union Bancaire Privee, UBP SA | 1,873 | $1.10M | 0.02% | +694+58.9% | Added |
| Groupama Asset Managment | 1,902 | $1.09M | 0.02% | −161−7.8% | Reduced |
| Atlantic Union Bankshares Corp | 1,900 | $1.09M | 0.02% | −52−2.7% | Reduced |
| Fulcrum Asset Management LLP | 1,869 | $1.09M | 0.30% | −55−2.9% | Reduced |
| Redwood Investment Management, LLC | 1,897 | $1.09M | 0.12% | +1,897 | New |
| Evelyn Partners Investment Management Services Ltd | 1,884 | $1.08M | 0.14% | +117+6.6% | Added |
| Three Seasons Wealth, LLC | 1,879 | $1.08M | 0.10% | +1+0.1% | Added |
| Donaldson Capital Management, LLC | 1,874 | $1.08M | 0.03% | −325−14.8% | Reduced |
| BDF-Gestion | 1,865 | $1.07M | 0.13% | −125−6.3% | Reduced |
| Boreal Capital Management LLC | 1,862 | $1.07M | 0.81% | +389+26.4% | Added |
| Prime Capital Investment Advisors, LLC | 1,833 | $1.05M | 0.01% | +31+1.7% | Added |
| Gen-Wealth Partners Inc | 1,830 | $1.05M | 0.34% | +98+5.7% | Added |
| Ostrum Asset Management | 1,820 | $1.04M | 0.05% | −407−18.3% | Reduced |
| Alliance Wealth Advisors, LLC | 1,819 | $1.04M | 0.23% | −1,547−46.0% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.03M | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,785 | $1.02M | 0.02% | −669−27.3% | Reduced |
| Snowden Capital Advisors LLC | 1,774 | $1.02M | 0.03% | −269−13.2% | Reduced |
| LVW Advisors, LLC | 1,744 | $1.00M | 0.10% | −20−1.1% | Reduced |
| Stableford Capital II LLC | 1,728 | $991.4K | 0.36% | −56−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 1,727 | $990.9K | 0.11% | −42−2.4% | Reduced |
| Harbor Capital Advisors, Inc. | 1,710 | $981.0K | 0.08% | −2−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,687 | $967.9K | 0.08% | +1,302+338.2% | Added |
| SummitTX Capital, L.P. | 1,679 | $963.3K | 0.03% | +1,679 | New |
| Ballentine Partners, LLC | 1,676 | $961.6K | 0.01% | −12−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,656 | $950.3K | 0.04% | +322+24.1% | Added |
| Pallas Capital Advisors LLC | 1,646 | $944.6K | 0.03% | −1,054−39.0% | Reduced |
| Jump Financial, LLC | 1,635 | $938.0K | 0.01% | +876+115.4% | Added |
| Kestra Advisory Services, LLC | 1,617 | $927.6K | 0.00% | −142−8.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,610 | $923.7K | 0.07% | −414−20.5% | Reduced |
| Opes Wealth Management LLC | 1,600 | $918.0K | 0.16% | 00.0% | Unchanged |
| Benin Management CORP | 1,598 | $916.8K | 0.20% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 1,584 | $909.3K | 0.19% | +1,584 | New |
| Hohimer Wealth Management, LLC | 1,583 | $908.3K | 0.12% | −99−5.9% | Reduced |
| Delta Investment Management, LLC | 1,581 | $907.3K | 0.16% | +66+4.4% | Added |
| 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 |
| King Luther Capital Management Corp | 1,555 | $892.1K | 0.00% | −15−1.0% | Reduced |
| Park Avenue Securities LLC | 1,553 | $891.0K | 0.01% | −166−9.7% | Reduced |
| Buckingham Strategic Partners | 1,549 | $889.0K | 0.01% | −802−34.1% | Reduced |
| Kestra Investment Management, LLC | 1,539 | $883.0K | 0.02% | +110+7.7% | Added |
| Brevan Howard Capital Management LP | 1,524 | $874.4K | 0.02% | −1,455−48.8% | Reduced |
| Intellectus Partners, LLC | 1,517 | $870.1K | 0.17% | −29−1.9% | Reduced |
| Advisory Advocates, LLC | 1,516 | $870.0K | 0.87% | +1,516 | New |
| Coldstream Capital Management Inc | 1,504 | $862.9K | 0.01% | −49−3.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,494 | $857.2K | 0.00% | −3,183−68.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,480 | $848.9K | 0.01% | +1,032+230.4% | Added |
| 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 |
| Wellington Grp LLC | 1,465 | $840.5K | 0.28% | +1,465 | New |
| Citizens Financial Group Inc | 1,460 | $837.9K | 0.01% | −233−13.8% | Reduced |
| Vestcor Inc | 1,451 | $832.0K | 0.02% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,409 | $827.6K | 0.04% | −100−6.6% | Reduced |
| Atomi Financial Group, Inc. | 1,427 | $818.7K | 0.02% | −49−3.3% | Reduced |
| Mission Wealth Management, LP | 1,401 | $803.8K | 0.02% | +44+3.2% | Added |
| MidFirst Bank | 1,400 | $803.2K | 0.06% | +1,400 | New |
| Empirical Asset Management, LLC | 1,398 | $802.3K | 0.23% | +6+0.4% | Added |
| Hilton Head Capital Partners, LLC | 1,395 | $800.4K | 0.47% | +1,395 | New |
| Fred Alger Management, LLC | 1,392 | $798.6K | 0.00% | −148−9.6% | Reduced |
| Signet Financial Management, LLC | 1,380 | $791.9K | 0.09% | −8−0.6% | Reduced |
| Pinnacle Associates Ltd | 1,380 | $791.7K | 0.01% | +254+22.6% | Added |
| Liberty Wealth Management LLC | 1,362 | $781.5K | 0.10% | −521−27.7% | Reduced |
| Wedmont Private Capital | 1,345 | $778.5K | 0.03% | −41−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 1,349 | $774.0K | 0.01% | +397+41.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,330 | $763.1K | 0.04% | −75−5.3% | Reduced |
| Fortune Financial Group, Inc. | 1,252 | $762.0K | 0.75% | +1,252 | New |
| RB Capital Management, LLC | 1,326 | $760.6K | 0.15% | −70−5.0% | Reduced |
| Vise Technologies, Inc. | 1,323 | $759.3K | 0.01% | +319+31.8% | Added |
| Syon Capital LLC | 1,311 | $752.2K | 0.04% | +120+10.1% | Added |
| Beacon Pointe Advisors, LLC | 1,294 | $742.2K | 0.01% | −27−2.0% | Reduced |
| SBI Securities Co., Ltd. | 1,293 | $741.8K | 0.02% | −122−8.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,285 | $737.2K | 0.04% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 1,284 | $736.9K | 0.28% | +1,284 | New |
| Reflection Asset Management | 1,272 | $729.8K | 0.52% | +1,272 | New |
| BAM Wealth Management, LLC | 1,258 | $721.8K | 0.52% | −94−7.0% | Reduced |