MSCIMSCI
13F holders, Q1 2025 (March 31)1,081holders +11
108new positions
91sold out
13famous investors
$564.92avg. 13F price*
At the end of Q1 2025, 1,081 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 11 from Q4 2024. 108 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock, Inc. ($3.4B) and State Street Corp. ($1.8B). 13 famous investors held it, including Ron Baron (3.4% of Baron Capital (BAMCO)'s portfolio), Dev Kantesaria (0.8% of Valley Forge Capital Management's portfolio) and Tom Gayner (0.7% of Markel Group's portfolio).
- Company
- MSCI Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 55354G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $413.5M |
| Exits | 91 | $548.1M |
All 13F filers, Q4 2024 → Q1 2025: 6,791,641 shares bought and 6,974,128 shares sold, net −182,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,081 holders
| Vanguard Group Inc. | 0.10% | Add +5.9% | 9,376,852 | $5.3B |
| BlackRock, Inc. | 0.07% | Add +0.7% | 5,984,684 | $3.4B |
| State Street Corp. | 0.08% | Add +0.5% | 3,235,764 | $1.8B |
| Edgewood Management LLC | 4.44% | Add +11.0% | 2,256,142 | $1.3B |
| Baron Capital (BAMCO) | 3.44% | Reduce -2.8% | 2,071,653 | $1.2B |
| Geode Capital Management, LLC | 0.09% | Add +3.3% | 1,959,189 | $1.1B |
| Polen Capital Management LLC | 3.32% | Reduce -8.1% | 1,868,138 | $1.1B |
| Principal Financial Group Inc. | 0.52% | Add +0.9% | 1,626,923 | $920.0M |
| Morgan Stanley | 0.05% | Reduce -36.8% | 1,180,785 | $667.7M |
| Massachusetts Financial Services Co. | 0.20% | Reduce -13.4% | 1,067,120 | $603.5M |
| American Century Companies Inc. | 0.35% | Add +2.0% | 1,008,778 | $570.5M |
| Norges Bank | 0.08% | Reduce -6.2% | 953,639 | $539.3M |
| Fiera Capital Corp | 1.94% | Reduce -17.4% | 949,168 | $536.8M |
| Nordea Investment Management AB | 0.48% | Reduce -5.3% | 821,878 | $459.2M |
| Northern Trust Corp. | 0.07% | Add +2.6% | 804,640 | $455.0M |
| PineStone Asset Management Inc. | 3.40% | Add +39.7% | 795,657 | $449.9M |
| Two Sigma Advisers, LP | 0.97% | Add +79.3% | 762,700 | $431.3M |
| Arrowstreet Capital, Limited Partnership | 0.34% | Add +45.4% | 737,683 | $417.2M |
| Millennium Management | 0.39% | Add +159.2% | 690,295 | $390.4M |
| FMR LLC | 0.02% | Reduce -20.2% | 680,719 | $384.9M |
| AQR Capital Management | 0.38% | Add +355.7% | 660,690 | $366.0M |
| Brown Advisory Inc. | 0.52% | Reduce -22.7% | 640,642 | $362.3M |
| JPMorgan Chase & Co. | 0.03% | Add +8.4% | 615,770 | $348.2M |
| Bessemer Group Inc. | 0.60% | Add +0.6% | 590,892 | $334.1M |
| Bank of America Corp. | 0.03% | Add +24.3% | 567,727 | $321.0M |
| Amundi | 0.12% | Add +24.5% | 583,155 | $317.3M |
| Legal & General Group Plc | 0.09% | Add +4.3% | 554,266 | $313.4M |
| Invesco Ltd. | 0.06% | Add +14.8% | 550,324 | $311.2M |
| Evergreen Quality Fund GP, Ltd. | 11.62% | Reduce -6.7% | 549,753 | $310.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.6% | 516,095 | $291.9M |
| Bank of New York Mellon Corp | 0.06% | Reduce -2.3% | 506,106 | $286.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +4.6% | 499,001 | $282.2M |
| Royal Bank of Canada | 0.06% | Add +38.4% | 483,873 | $273.6M |
| UBS Group AG | 0.06% | Add +26.3% | 481,629 | $272.4M |
| Deutsche Bank AG | 0.10% | Reduce -3.5% | 458,488 | $259.3M |
| Macquarie Group Ltd. | 0.32% | Add +15.8% | 448,106 | $253.4M |
| Capital International Investors | 0.05% | Reduce -15.1% | 446,033 | $252.2M |
| Franklin Resources Inc. | 0.07% | Reduce -22.2% | 432,300 | $244.5M |
| Two Sigma Investments, LP | 0.54% | Add +64.0% | 421,649 | $238.4M |
| Russell Investments Group, Ltd. | 0.32% | Add +20.2% | 408,142 | $230.6M |
| Mackenzie Financial Corp. | 0.32% | Reduce -4.5% | 400,781 | $226.6M |
| Barclays PLC | 0.10% | Reduce -7.2% | 398,187 | $225.2M |
| Neuberger Berman Group LLC | 0.18% | Reduce -3.1% | 389,018 | $220.0M |
| Goldman Sachs Group Inc. | 0.04% | Add +3.1% | 388,501 | $219.7M |
| Clearbridge Investments, LLC | 0.19% | Add +36.5% | 377,186 | $213.3M |
| Temasek Holdings (Private) Ltd | 0.84% | Add +32.9% | 368,627 | $208.5M |
| Storebrand Asset Management As | 0.59% | Reduce -1.6% | 322,535 | $182.4M |
| HSBC Holdings PLC | 0.11% | Add +26.7% | 287,196 | $161.7M |
| Man Group plc | 0.49% | Add +56.4% | 283,090 | $160.1M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.4% | 270,795 | $153.1M |
| Alliancebernstein L.P. | 0.05% | Add +3.3% | 257,283 | $145.5M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -10.9% | 254,903 | $144.1M |
| Champlain Investment Partners, LLC | 1.02% | Add +84.7% | 249,010 | $140.8M |
| Assenagon Asset Management S.A. | 0.23% | Add +32.1% | 231,094 | $130.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.42% | Add +659902.9% | 231,001 | $130.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -16.7% | 227,260 | $128.5M |
| Squarepoint Ops LLC | 0.31% | Add +3899.5% | 223,332 | $126.3M |
| Wellington Management Group LLP | 0.02% | Reduce -11.8% | 220,557 | $124.7M |
| Wells Fargo & Company | 0.03% | Reduce -3.0% | 217,310 | $122.9M |
| Flossbach Von Storch SE | 0.53% | Reduce -26.7% | 215,599 | $121.9M |
| Jacobs Levy Equity Management, Inc. | 0.47% | New | 211,154 | $119.4M |
| Nuveen, LLC | 0.04% | — | 208,451 | $117.9M |
| Findlay Park Partners LLP | 1.20% | Add +1.4% | 206,400 | $116.7M |
| EULAV Asset Management | 2.85% | No change | 203,958 | $115.3M |
| Gobi Capital LLC | 6.55% | New | 203,515 | $115.1M |
| Raymond James Financial Inc. | 0.04% | Reduce -34.6% | 201,500 | $113.9M |
| Prudential Financial Inc. | 0.16% | Reduce -7.5% | 197,376 | $111.6M |
| Voya Investment Management LLC | 0.14% | Reduce -4.3% | 193,261 | $109.1M |
| Canoe Financial LP | 1.75% | Add +3.5% | 192,731 | $109.0M |
| California Public Employees Retirement System | 0.07% | Reduce -33.1% | 188,608 | $106.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.26% | Add +4.5% | 188,234 | $106.4M |
| Bowie Capital Management, LLC | 5.34% | Add +14.4% | 186,470 | $105.4M |
| Qube Research & Technologies Ltd | 0.16% | Reduce -22.4% | 184,530 | $104.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +2.1% | 180,249 | $101.9M |
| BNP Paribas Financial Markets | 0.08% | Add +5.4% | 180,063 | $101.8M |
| Marshall Wace, LLP | 0.14% | Add +612.9% | 178,676 | $101.0M |
| Ownership Capital B.V. | 4.57% | Reduce -15.6% | 176,496 | $99.8M |
| Westfield Capital Management Co. LP | 0.48% | Add +17.9% | 175,636 | $99.3M |
| National Pension Service | 0.10% | Add +7.6% | 175,626 | $99.3M |
| Sei Investments Co. | 0.13% | Reduce -2.6% | 174,351 | $98.6M |
| Los Angeles Capital Management LLC | 0.43% | Reduce -39.3% | 172,134 | $97.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -26.5% | 169,445 | $95.8M |
| Swedbank AB | 0.13% | Reduce -1.4% | 167,142 | $94.5M |
| Intermede Investment Partners Ltd | 2.97% | Reduce -7.6% | 167,056 | $94.5M |
| Fundsmith | 0.43% | No change | 166,619 | $94.2M |
| Bristol Gate Capital Partners Inc. | 4.33% | Reduce -16.3% | 156,745 | $88.6M |
| Public Employees Retirement Association of Colorado | 0.38% | Reduce -37.0% | 156,403 | $88.4M |
| Rhumbline Advisers | 0.08% | Add +4.6% | 155,158 | $87.7M |
| Baird Financial Group, Inc. | 0.16% | Reduce -9.5% | 151,308 | $85.6M |
| Balyasny Asset Management L.P. | 0.21% | Add +9915.2% | 148,025 | $83.7M |
| Markel Group | 0.72% | No change | 142,850 | $80.8M |
| Schroder Investment Management Group | 0.08% | Reduce -37.9% | 140,614 | $79.5M |
| Voloridge Investment Management, LLC | 0.29% | Add +33.3% | 140,524 | $79.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +14.9% | 139,918 | $79.1M |
| Citadel Advisors | 0.08% | Add +89.0% | 136,382 | $77.1M |
| Fisher Funds Management LTD | 1.78% | Reduce -6.2% | 129,461 | $73.2M |
| Nomura Asset Management Co. Ltd. | 0.22% | Reduce -24.4% | 125,612 | $71.0M |
| Chevy Chase Trust Holdings, LLC | 0.22% | Reduce -20.8% | 121,778 | $68.9M |
| California State Teachers Retirement System | 0.08% | Reduce -0.5% | 121,440 | $68.7M |
| Citigroup Inc. | 0.05% | Add +74.2% | 117,843 | $66.6M |
"% of holder's portfolio" is MSCI's weight in each manager's 13F, not the share of MSCI Inc. the manager owns.