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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 698 | $400.5K | 0.05% | +196+39.0% | Added |
| Aaron Wealth Advisors | 698 | $400.5K | 0.02% | +315+82.2% | Added |
| WSFS Capital Management, LLC | 690 | $395.9K | 0.02% | −634−47.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 690 | $395.9K | 0.01% | −40−5.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 689 | $395.3K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 688 | $394.7K | 0.00% | −113−14.1% | Reduced |
| Ramirez Asset Management, Inc. | 686 | $393.6K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 685 | $393.0K | 0.19% | +11+1.6% | Added |
| Checchi Capital Advisers, LLC | 684 | $392.4K | 0.03% | −24−3.4% | Reduced |
| CM Wealth Advisors LLC | 676 | $387.8K | 0.09% | +676 | New |
| Ameritas Investment Partners, Inc. | 673 | $386.1K | 0.01% | −32−4.5% | Reduced |
| Security Financial Services, INC. | 673 | $386.1K | 0.06% | −24−3.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 671 | $385.0K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 656 | $384.3K | 0.01% | −21−3.1% | Reduced |
| Wrapmanager Inc | 669 | $383.8K | 0.13% | −62−8.5% | Reduced |
| Massachusetts Financial Services Co | 666 | $382.1K | 0.00% | −92,604−99.3% | Reduced |
| V-Square Quantitative Management LLC | 666 | $382.1K | 0.04% | +666 | New |
| Net Worth Advisory Group | 663 | $380.6K | 0.08% | +12+1.8% | Added |
| Potomac Fund Management Inc | 663 | $380.5K | 0.01% | +148+28.7% | Added |
| Aptus Capital Advisors, LLC | 658 | $377.5K | 0.00% | −14−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 626 | $369.2K | 0.01% | −177−22.0% | Reduced |
| Sagespring Wealth Partners, LLC | 641 | $367.8K | 0.01% | +33+5.4% | Added |
| Sigma Planning Corp | 640 | $367.0K | 0.01% | −14−2.1% | Reduced |
| Valeo Financial Advisors, LLC | 638 | $366.0K | 0.01% | −20−3.0% | Reduced |
| Stevens Capital Management LP | 638 | $366.0K | 0.13% | +638 | New |
| Crestwood Advisors Group LLC | 635 | $364.3K | 0.01% | −34−5.1% | Reduced |
| Moran Wealth Management, LLC | 624 | $358.0K | 0.01% | −311−33.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 621 | $356.3K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 618 | $354.6K | 0.06% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 618 | $354.6K | 0.12% | +26+4.4% | Added |
| Journey Strategic Wealth LLC | 618 | $354.5K | 0.01% | +20+3.3% | Added |
| Forum Financial Management, LP | 617 | $354.0K | 0.00% | +1+0.2% | Added |
| Insigneo Advisory Services, LLC | 612 | $351.1K | 0.03% | −20,523−97.1% | Reduced |
| Connecticut Wealth Management, LLC | 611 | $350.5K | 0.02% | −5−0.8% | Reduced |
| Advisory Services Network, LLC | 610 | $350.1K | 0.00% | −180−22.8% | Reduced |
| Ci Investments Inc. | 602 | $345.4K | 0.00% | −992−62.2% | Reduced |
| Prelude Capital Management, LLC | 601 | $344.8K | 0.03% | −32−5.1% | Reduced |
| Sava Infond d.o.o. | 600 | $344.2K | 0.05% | 00.0% | Unchanged |
| Apeiron RIA LLC | 548 | $342.5K | 0.07% | −9−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 583 | $342.2K | 0.01% | −26−4.3% | Reduced |
| Sowell Financial Services LLC | 593 | $340.3K | 0.01% | +37+6.7% | Added |
| Gryphon Financial Partners LLC | 591 | $339.3K | 0.04% | +3+0.5% | Added |
| Zions Bancorporation, National Association | 588 | $337.4K | 0.02% | +386+191.1% | Added |
| Citadel Investment Advisory, Inc. | 585 | $336.0K | 0.15% | +5+0.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 585 | $335.6K | 0.00% | −736−55.7% | Reduced |
| Havemeyer Place LP | 585 | $335.6K | 0.07% | +585 | New |
| JSF Financial, LLC | 583 | $334.5K | 0.07% | −50−7.9% | Reduced |
| Weaver Capital Management LLC | 574 | $329.3K | 0.07% | 00.0% | Unchanged |
| PCM Encore, LLC | 573 | $328.8K | 0.07% | +573 | New |
| Fenimore Asset Management Inc | 572 | $328.2K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 572 | $328.0K | 0.02% | −50−8.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 568 | $325.9K | 0.01% | +17+3.1% | Added |
| Capital Advisors, Ltd. LLC | 563 | $323.0K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 556 | $318.9K | 0.00% | −187−25.2% | Reduced |
| ABN AMRO Bank N.V. | 550 | $314.4K | 0.00% | +550 | New |
| Jain Global LLC | 548 | $314.4K | 0.00% | +548 | New |
| Cambria Investment Management, L.P. | 547 | $313.8K | 0.02% | +100+22.4% | Added |
| Krilogy Financial LLC | 528 | $313.7K | 0.01% | −506−48.9% | Reduced |
| Blair William & Co | 540 | $309.8K | 0.00% | −89−14.1% | Reduced |
| CX Institutional | 537 | $308.0K | 0.01% | +31+6.1% | Added |
| 71 West Capital Partners | 534 | $306.4K | 0.01% | +534 | New |
| Cary Street Partner Investment Advisory LLC | 530 | $304.2K | 0.08% | +21+4.1% | Added |
| Chilton Investment Co LLC | 530 | $304.1K | 0.01% | −77−12.7% | Reduced |
| City National Bank of Florida | 514 | $294.9K | 0.19% | +23+4.7% | Added |
| PDS Planning, Inc | 512 | $293.8K | 0.02% | −56−9.9% | Reduced |
| Oppenheimer & Co Inc | 512 | $293.8K | 0.00% | +148+40.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 509 | $292.0K | 0.09% | −812−61.5% | Reduced |
| Blue Edge Capital, LLC | 508 | $291.5K | 0.04% | +108+27.0% | Added |
| Curated Wealth Partners LLC | 506 | $290.3K | 0.03% | +506 | New |
| World Equity Group, Inc. | 501 | $287.4K | 0.08% | −125−20.0% | Reduced |
| Washington Capital Management Inc | 500 | $286.9K | 0.23% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 499 | $286.3K | 0.02% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 497 | $285.1K | 0.27% | +497 | New |
| Global Retirement Partners, LLC | 494 | $283.5K | 0.01% | +352+247.9% | Added |
| Founders Financial Alliance, LLC | 494 | $283.4K | 0.05% | +7+1.4% | Added |
| New Age Alpha Advisors, LLC | 494 | $283.4K | 0.01% | +295+148.2% | Added |
| Battery Global Advisors, LLC | 1,082 | $279.9K | 0.13% | +1,061+5,052.4% | Added |
| Aprio Wealth Management, LLC | 487 | $279.2K | 0.02% | +90+22.7% | Added |
| TD Waterhouse Canada Inc. | 483 | $277.1K | 0.00% | +4+0.8% | Added |
| Bridgewater Advisors Inc. | 465 | $273.9K | 0.02% | −17−3.5% | Reduced |
| Wealth Alliance | 477 | $273.7K | 0.03% | −69−12.6% | Reduced |
| Premier Path Wealth Partners, LLC | 476 | $273.1K | 0.04% | +88+22.7% | Added |
| Howard Capital Management Inc. | 475 | $272.5K | 0.00% | +2+0.4% | Added |
| Evergreen Capital Management LLC | 474 | $271.9K | 0.01% | −52−9.9% | Reduced |
| ING Groep NV | 468 | $268.5K | 0.00% | −3,155−87.1% | Reduced |
| Chancellor Financial Group WB LP | 467 | $267.9K | 0.18% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 464 | $266.2K | 0.01% | −12−2.5% | Reduced |
| Optivise Advisory Services LLC | 462 | $265.1K | 0.15% | −85−15.5% | Reduced |
| Capital Advisors Inc | 462 | $265.0K | 0.00% | −2−0.4% | Reduced |
| Founders Financial Securities LLC | 454 | $260.5K | 0.02% | +454 | New |
| Axxcess Wealth Management, LLC | 448 | $257.3K | 0.00% | −149−25.0% | Reduced |
| Fortis Capital Management LLC | 445 | $255.5K | 0.03% | −9,678−95.6% | Reduced |
| Rainey & Randall Investment Management Inc. | 445 | $255.3K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 445 | $255.3K | 0.05% | +45+11.3% | Added |
| Marble Wealth, LLC | 444 | $255.0K | 0.04% | +444 | New |
| OneAscent Investment Solutions LLC | 440 | $252.4K | 0.27% | +4+0.9% | Added |
| Focus Financial Network, Inc. | 430 | $246.5K | 0.01% | −36−7.7% | Reduced |
| Permanent Capital Management, LP | 429 | $246.1K | 0.05% | −207−32.5% | Reduced |
| Legacy Financial Advisors, Inc. | 428 | $245.7K | 0.03% | +428 | New |
| Meiji Yasuda Asset Management Co Ltd. | 428 | $245.6K | 0.01% | +72+20.2% | Added |