13F

Stock

MSCI Inc.

MSCI · held by 28 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$1.87B

Holders

28

+1 new · −2 exited

Holders’ est. mark

−$3.03M

Price effect on 11 books still in the name

Largest holder

$1.37B

MORGAN STANLEY

Holder count by quarter

Q2 2016Q3 2016Q1 2017Q2 2017Q4 2017Q3 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.42M$1.37B—Held
BANK OF AMERICA CORP /DE/521.8K$296.1M—Held
BARCLAYS PLC305.2K$173.2M−$2.85MCut−$53.1M
Swiss Life Asset Management Ltd9.1K$5.16M−$72.8KAdded$662.6K
Hudson Bay Capital Management LP8.92K$5.06M—Held
WORMSER FRERES GESTION7.97K$4.55M—Held
Sanctuary Advisors, LLC5.65K$3.21M−$52.1KCut−$30.6K
MV CAPITAL MANAGEMENT, INC.4.01K$2.28M—Held
Essential Partners LLC3.05K$1.73M−$28.5KCut−$61.3K
IFP Advisors, Inc2.55K$1.45M—Held
GROUPAMA ASSET MANAGMENT2.06K$1.17M—Held
Boreal Capital Management LLC1.47K$835.8K—Held
Leonteq Securities AG1.27K$718.3K−$11.8KCut−$181.4K
Allworth Financial LP1.06K$599.3K—Held
Cresset Asset Management, LLC821$465.7K−$6.71KAdded$60.2K
Keel Point, LLC622$352.7K—Held
Savant Capital, LLC577$327.4K−$3.74KAdded$96.1K
PEAK6 LLC500$283.5K—New
Cambria Investment Management, L.P.447$253.6K—Held
HOWARD BAILEY SECURITIES, LLC369$209.4K−$3.44KCut−$11.5K
Kilter Group LLC14$7.94K—Held
KBC Group NV11.8K$6.71K—Held
Clark Wealth Partners7$4.02K−$21Cut−$1.75K
Aventura Private Wealth, LLC5$2.84K−$47Cut−$47
Prestige Wealth Management Group LLC4$2.27K−$37Cut−$37
NEW MEXICO EDUCATIONAL RETIREMENT BOARD3.5K$1.99K—Held
Principia Wealth Advisory, LLC3$1.7K—Held
Scarborough Advisors, LLC1$567—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.