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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 1,242 | $712.6K | 0.02% | +719+137.5% | Added |
| Signaturefd, LLC | 1,240 | $711.6K | 0.01% | −3−0.2% | Reduced |
| Cypress Asset Management Inc | 1,232 | $706.8K | 0.16% | −50−3.9% | Reduced |
| Guggenheim Capital LLC | 1,217 | $698.2K | 0.01% | −256−17.4% | Reduced |
| GAMMA Investing LLC | 1,200 | $688.5K | 0.03% | −155−11.4% | Reduced |
| Hardworking Capital Advisors, LLC | 1,197 | $686.8K | 0.62% | +1,197 | New |
| DRW Securities, LLC | 1,185 | $679.9K | 0.05% | −99−7.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,185 | $679.9K | 0.05% | −18−1.5% | Reduced |
| Diversify Advisory Services, LLC | 1,119 | $674.3K | 0.02% | −144−11.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,160 | $665.5K | 0.15% | +1,160 | New |
| One Wealth Capital Management, LLC | 1,150 | $659.8K | 0.28% | −71−5.8% | Reduced |
| Hallmark Capital Management Inc | 1,145 | $656.9K | 0.04% | +59+5.4% | Added |
| TCW Group Inc | 1,143 | $655.8K | 0.00% | +1,143 | New |
| Sompo Asset Management Co., Ltd. | 1,140 | $654.1K | 0.11% | −10−0.9% | Reduced |
| Kames Capital plc | 1,136 | $652.0K | 0.01% | +216+23.5% | Added |
| Balyasny Asset Management LLC | 1,124 | $644.9K | 0.00% | +433+62.7% | Added |
| D.A. Davidson & Co. | 1,123 | $644.7K | 0.00% | +94+9.1% | Added |
| Unified Investment Management | 1,119 | $642.2K | 0.65% | 00.0% | Unchanged |
| Alken Asset Management Ltd. | 1,100 | $640.0K | 1.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,104 | $633.4K | 0.01% | +400+56.8% | Added |
| AlphaGrep UK Ltd | 1,102 | $632.3K | 0.21% | +1,102 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,100 | $631.1K | 0.24% | +261+31.1% | Added |
| Ebert Capital Management Inc. | 1,029 | $626.9K | 0.61% | +1,029 | New |
| Flputnam Investment Management Co | 1,091 | $625.9K | 0.01% | −53−4.6% | Reduced |
| Centaurus Financial, Inc. | 1,084 | $622.0K | 0.03% | +50+4.8% | Added |
| Birch Financial Group, LLC | 1,075 | $617.0K | 0.35% | +9+0.8% | Added |
| Huntington National Bank | 1,074 | $616.2K | 0.00% | +20+1.9% | Added |
| Allworth Financial LP | 1,074 | $616.1K | 0.00% | +18+1.7% | Added |
| Gilbert & Cook, Inc. | 1,069 | $613.3K | 0.08% | +6+0.6% | Added |
| NBC Securities, Inc. | 1,067 | $612.2K | 0.05% | −14−1.3% | Reduced |
| Cresset Asset Management, LLC | 1,067 | $612.1K | 0.00% | +246+30.0% | Added |
| Stanley-Laman Group, Ltd. | 1,058 | $607.0K | 0.08% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 1,039 | $604.9K | 0.05% | +1,039 | New |
| Crestmont Private Wealth LLC | 1,040 | $596.7K | 0.19% | +40+4.0% | Added |
| Integrated Wealth Concepts LLC | 1,017 | $583.7K | 0.01% | −1,455−58.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,013 | $581.2K | 0.03% | +1,013 | New |
| HighPoint Advisor Group LLC | 1,011 | $580.1K | 0.01% | +9+0.9% | Added |
| Bradley Foster & Sargent Inc | 1,010 | $579.5K | 0.01% | +2+0.2% | Added |
| Ellevest, Inc. | 1,006 | $577.2K | 0.08% | +130+14.8% | Added |
| Birinyi Associates Inc | 1,000 | $574.0K | 0.14% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $573.7K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 981 | $563.0K | 0.14% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 961 | $559.5K | 0.02% | −129−11.8% | Reduced |
| Bridgewater Associates, LP | 971 | $557.1K | 0.00% | +971 | New |
| Evercore Wealth Management, LLC | 969 | $555.9K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 967 | $554.8K | 0.04% | +967 | New |
| London & Capital Asset Management Ltd | 963 | $552.7K | 0.01% | +963 | New |
| Resources Investment Advisors, LLC. | 963 | $552.6K | 0.01% | −13−1.3% | Reduced |
| Jefferies Financial Group Inc. | 960 | $550.8K | 0.00% | +710+284.0% | Added |
| Brown Brothers Harriman & Co | 959 | $550.2K | 0.00% | +180+23.1% | Added |
| Scotia Capital Inc. | 944 | $541.6K | 0.00% | −13,658−93.5% | Reduced |
| Farther Finance Advisors, LLC | 939 | $538.7K | 0.01% | +334+55.2% | Added |
| EverSource Wealth Advisors, LLC | 934 | $535.6K | 0.02% | −529−36.2% | Reduced |
| Hamilton Capital Partners Inc. | 918 | $526.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 918 | $526.6K | 0.02% | −10,020−91.6% | Reduced |
| Sivia Capital Partners, LLC | 916 | $525.6K | 0.11% | −184−16.7% | Reduced |
| Salvus Wealth Management, LLC | 904 | $518.7K | 0.29% | +37+4.3% | Added |
| Leonteq Securities AG | 896 | $514.1K | 0.03% | −370−29.2% | Reduced |
| Arkadios Wealth Advisors | 885 | $507.8K | 0.01% | +97+12.3% | Added |
| Kathmere Capital Management, LLC | 874 | $501.4K | 0.03% | +62+7.6% | Added |
| Savvy Advisors, Inc. | 871 | $499.7K | 0.02% | +10+1.2% | Added |
| Trust Asset Management LLC | 870 | $499.1K | 0.03% | −35−3.9% | Reduced |
| ORG Wealth Partners, LLC | 862 | $494.5K | 0.12% | −50−5.5% | Reduced |
| Tandem Investment Advisors, Inc. | 844 | $484.2K | 0.02% | −50−5.6% | Reduced |
| Aviso Financial Inc. | 844 | $484.2K | 0.02% | −15−1.7% | Reduced |
| AdvisorShares Investments LLC | 830 | $476.2K | 0.08% | +20+2.5% | Added |
| Virtu Financial LLC | 831 | $476.0K | 0.02% | −2,449−74.7% | Reduced |
| Waddell & Associates, LLC | 829 | $475.6K | 0.03% | +184+28.5% | Added |
| Profund Advisors LLC | 826 | $473.9K | 0.01% | −281−25.4% | Reduced |
| Boit C F David | 810 | $470.7K | 0.20% | 00.0% | Unchanged |
| Optimize Financial Inc | 819 | $469.9K | 0.24% | +8+1.0% | Added |
| Integrated Investment Consultants, LLC | 817 | $468.7K | 0.09% | −8−1.0% | Reduced |
| Employees Retirement System of Texas | 815 | $468.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 813 | $466.4K | 0.01% | −148−15.4% | Reduced |
| Wallace Advisory Group, LLC | 808 | $463.6K | 0.49% | −528−39.5% | Reduced |
| Ascent Group, LLC | 796 | $456.8K | 0.02% | +53+7.1% | Added |
| GWN Securities Inc. | 795 | $456.5K | 0.09% | +137+20.8% | Added |
| Clearstead Advisors, LLC | 791 | $453.8K | 0.01% | −6−0.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 781 | $448.1K | 0.20% | +781 | New |
| First Manhattan Co | 779 | $446.9K | 0.00% | +779 | New |
| Kestra Private Wealth Services, LLC | 774 | $444.0K | 0.01% | +292+60.6% | Added |
| Elk River Wealth Management, LLC | 773 | $443.5K | 0.07% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 773 | $443.5K | 0.11% | +113+17.1% | Added |
| Warren Averett Asset Management, LLC | 770 | $441.8K | 0.00% | +78+11.3% | Added |
| TownSquare Capital, LLC | 760 | $436.0K | 0.10% | −752−49.7% | Reduced |
| R Squared Ltd | 750 | $430.3K | 0.20% | +750 | New |
| Mather Group, LLC. | 746 | $427.8K | 0.00% | −8−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 740 | $424.6K | 0.01% | +31+4.4% | Added |
| Hilltop Holdings Inc. | 733 | $420.5K | 0.03% | −27−3.6% | Reduced |
| Armistice Capital, LLC | 731 | $419.4K | 0.01% | +731 | New |
| Evolve Private Wealth, LLC | 730 | $418.8K | 0.02% | +730 | New |
| Prescott Group Capital Management, L.L.C. | 729 | $418.2K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 729 | $418.2K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 728 | $418.0K | 0.01% | −8−1.1% | Reduced |
| LGT Fund Management Co Ltd. | 710 | $413.4K | 0.03% | −418−37.1% | Reduced |
| Sage Mountain Advisors LLC | 719 | $412.5K | 0.02% | +182+33.9% | Added |
| Meridian Wealth Management, LLC | 717 | $411.4K | 0.01% | +78+12.2% | Added |
| Cigna Investments Inc | 711 | $408.0K | 0.06% | −23−3.1% | Reduced |
| Commerzbank Aktiengesellschaft | 704 | $404.0K | 0.01% | −21−2.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 700 | $401.6K | 0.01% | −15−2.1% | Reduced |