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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 419 | $244.0K | 0.00% | −11,510−96.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 423 | $242.7K | 0.38% | +423 | New |
| Venture Visionary Partners LLC | 422 | $242.1K | 0.01% | −2−0.5% | Reduced |
| Waterloo Capital, L.P. | 419 | $240.6K | 0.02% | +419 | New |
| waypoint wealth counsel | 419 | $240.4K | 0.09% | +419 | New |
| Conning Inc. | 416 | $238.7K | 0.01% | −21−4.8% | Reduced |
| Buckhead Capital Management LLC | 415 | $238.1K | 0.09% | +55+15.3% | Added |
| Smithfield Trust Co | 417 | $238.0K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 414 | $237.5K | 0.01% | −115−21.7% | Reduced |
| Marex Group plc | 414 | $237.5K | 0.00% | +414 | New |
| Patton Fund Management, Inc. | 410 | $235.2K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 410 | $235.2K | 0.03% | −1,953−82.6% | Reduced |
| Penserra Capital Management LLC | 412 | $235.0K | 0.00% | −4−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 409 | $234.7K | 0.03% | −2−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 409 | $234.7K | 0.02% | +409 | New |
| Empower Advisory Group, LLC | 406 | $232.9K | 0.00% | −199−32.9% | Reduced |
| WealthBridge Capital Management, LLC | 406 | $232.9K | 0.05% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 404 | $231.8K | 0.01% | −18−4.3% | Reduced |
| Independent Advisor Alliance | 403 | $231.4K | 0.01% | −106−20.8% | Reduced |
| Claret Asset Management Corp | 402 | $231.0K | 0.03% | −1−0.2% | Reduced |
| Abc Arbitrage SA | 398 | $228.3K | 0.02% | +398 | New |
| StoneX Group Inc. | 397 | $227.8K | 0.01% | +397 | New |
| Kera Capital Partners, Inc. | 371 | $226.0K | 0.03% | −4−1.1% | Reduced |
| Frec Markets, Inc. | 391 | $224.4K | 0.07% | +391 | New |
| Baron Wealth Management LLC | 388 | $222.8K | 0.07% | +24+6.6% | Added |
| Impact Capital Partners LLC | 388 | $222.6K | 0.07% | −57−12.8% | Reduced |
| Everhart Financial Group, Inc. | 388 | $222.6K | 0.02% | +31+8.7% | Added |
| Advisor OS, LLC | 387 | $222.0K | 0.02% | +7+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 385 | $221.0K | 0.01% | +385 | New |
| Hutchens & Kramer Investment Management Group, LLC | 385 | $220.9K | 0.08% | −11−2.8% | Reduced |
| Summit Financial, LLC | 384 | $220.0K | 0.00% | +384 | New |
| D. E. Shaw & Co., Inc. | 382 | $219.2K | 0.00% | +382 | New |
| EntryPoint Capital, LLC | 380 | $218.0K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 379 | $217.5K | 0.00% | −198−34.3% | Reduced |
| Ritter Alpha, LP | 378 | $216.9K | 9.25% | +378 | New |
| Venturi Wealth Management, LLC | 375 | $215.2K | 0.01% | +17+4.7% | Added |
| McHugh Group, LLC | 375 | $215.1K | 0.12% | 00.0% | Unchanged |
| Summa Corp. | 372 | $213.4K | 0.09% | −10−2.6% | Reduced |
| L2 Asset Management, LLC | 369 | $211.9K | 0.03% | +14+3.9% | Added |
| Legacy Advisors, LLC | 363 | $208.3K | 0.02% | +363 | New |
| J. Safra Sarasin Holding AG | 362 | $207.7K | 0.00% | −1,176−76.5% | Reduced |
| Baader Bank INC | 415 | $207.3K | 0.02% | −366−46.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 356 | $204.2K | 0.00% | +356 | New |
| Centiva Capital, LP | 355 | $203.7K | 0.01% | +355 | New |
| Armis Advisers, LLC | 368 | $203.4K | 0.02% | −20−5.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 354 | $203.1K | 0.01% | −25−6.6% | Reduced |
| Howard Bailey Securities, LLC | 353 | $202.5K | 0.08% | −16−4.3% | Reduced |
| Wedbush Securities Inc | 352 | $202.0K | 0.01% | −9−2.5% | Reduced |
| We Are One Seven, LLC | 351 | $201.4K | 0.00% | −39−10.0% | Reduced |
| JCIC Asset Management Inc. | 347 | $199.1K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 340 | $198.3K | 0.00% | −29,032−98.8% | Reduced |
| Capula Management Ltd | 317 | $181.9K | 0.00% | −69−17.9% | Reduced |
| TD Private Client Wealth LLC | 315 | $180.7K | 0.00% | −3−0.9% | Reduced |
| Massmutual Trust Co FSB | 309 | $177.3K | 0.00% | +15+5.1% | Added |
| Whittier Trust Co | 300 | $176.1K | 0.00% | −30−9.1% | Reduced |
| Harbour Investments, Inc. | 304 | $174.4K | 0.00% | +13+4.5% | Added |
| Simplex Trading, LLC | 301 | $172.7K | 0.00% | −3,768−92.6% | Reduced |
| Banque de Luxembourg S.A. | 300 | $172.1K | 0.08% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 294 | $168.7K | 0.12% | +1+0.3% | Added |
| Financial Consulate, Inc | 292 | $167.5K | 0.02% | −104−26.3% | Reduced |
| Optiver Holding B.V. | 289 | $165.8K | 0.00% | +289 | New |
| Pinnacle Wealth Planning Services, Inc. | 287 | $164.7K | 0.02% | +287 | New |
| IFP Advisors, Inc | 274 | $157.2K | 0.00% | −2,278−89.3% | Reduced |
| Versant Capital Management, Inc | 264 | $151.5K | 0.02% | −403−60.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 254 | $145.7K | 0.02% | +254 | New |
| Godsey & Gibb Associates | 250 | $143.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 247 | $141.7K | 0.02% | −4−1.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $140.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $140.6K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 238 | $136.5K | 0.06% | −23−8.8% | Reduced |
| Cromwell Holdings LLC | 237 | $136.0K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 227 | $130.2K | 0.08% | +11+5.1% | Added |
| Larson Financial Group LLC | 220 | $126.4K | 0.00% | −10−4.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 218 | $125.1K | 0.02% | +11+5.3% | Added |
| Clear Street Markets LLC | 216 | $123.9K | 0.02% | +83+62.4% | Added |
| Parkside Financial Bank & Trust | 212 | $121.6K | 0.01% | +24+12.8% | Added |
| Covestor Ltd | 209 | $120.0K | 0.06% | −21−9.1% | Reduced |
| Umb Bank N A | 204 | $117.0K | 0.00% | −145−41.5% | Reduced |
| Intesa Sanpaolo Wealth Management | 200 | $114.7K | 0.02% | +200 | New |
| Goldstream Capital Management Ltd | 195 | $111.9K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 193 | $111.0K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 181 | $103.8K | 0.01% | −4−2.2% | Reduced |
| Dunhill Financial, LLC | 178 | $102.2K | 0.02% | +1+0.6% | Added |
| Golden State Wealth Management, LLC | 168 | $96.4K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 160 | $91.8K | 0.01% | +160 | New |
| GW&K Investment Management, LLC | 157 | $90.0K | 0.00% | +59+60.2% | Added |
| Ronald Blue Trust, Inc. | 154 | $88.4K | 0.00% | −1−0.6% | Reduced |
| Rossby Financial, LCC | 151 | $86.6K | 0.03% | −213−58.5% | Reduced |
| Center for Financial Planning, Inc. | 145 | $83.2K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 137 | $78.6K | 0.00% | −12−8.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 136 | $78.0K | 0.01% | +136 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 124 | $77.5K | 0.03% | +123+12,300.0% | Added |
| Group One Trading, L.P. | 130 | $74.6K | 0.00% | −90−40.9% | Reduced |
| Rothschild Investment LLC | 124 | $71.3K | 0.00% | −356−74.2% | Reduced |
| Pin Oak Investment Advisors Inc | 121 | $67.0K | 0.05% | −2−1.6% | Reduced |
| Private Trust Co NA | 113 | $64.8K | 0.01% | −31−21.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $63.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 107 | $61.6K | 0.00% | −34−24.1% | Reduced |
| Generali Investments, Management Co LLC | 107 | $61.4K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 106 | $60.8K | 0.01% | +106 | New |