MSCIMSCI
13F holders, Q2 2025 (June 30)1,087holders +6
103new positions
96sold out
13famous investors
$576.53avg. 13F price*
At the end of Q2 2025, 1,087 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 6 from Q1 2025. 103 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($3.4B) and State Street Corp. ($1.9B). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $820.1M |
| Exits | 96 | $284.2M |
All 13F filers, Q1 2025 → Q2 2025: 5,516,920 shares bought and 5,284,550 shares sold, net +232,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,087 holders
| Vanguard Group Inc. | 0.09% | Add +1.4% | 9,508,242 | $5.5B |
| BlackRock, Inc. | 0.06% | Reduce -1.8% | 5,876,934 | $3.4B |
| State Street Corp. | 0.07% | Add +1.4% | 3,281,311 | $1.9B |
| Baron Capital (BAMCO) | 3.39% | Add +4.8% | 2,170,333 | $1.3B |
| Edgewood Management LLC | 3.84% | Reduce -7.2% | 2,093,347 | $1.2B |
| Geode Capital Management, LLC | 0.08% | Add +1.8% | 1,993,524 | $1.1B |
| Polen Capital Management LLC | 3.08% | Reduce -6.8% | 1,741,389 | $1.0B |
| Principal Financial Group Inc. | 0.51% | Add +2.5% | 1,668,462 | $962.3M |
| Morgan Stanley | 0.04% | Reduce -7.0% | 1,097,926 | $633.2M |
| Fiera Capital Corp | 1.90% | Add +2.2% | 969,850 | $559.4M |
| T. Rowe Price Investment Management, Inc. | 0.35% | Add +727.2% | 958,532 | $552.8M |
| Norges Bank | 0.07% | Reduce -0.5% | 949,037 | $547.3M |
| American Century Companies Inc. | 0.29% | Reduce -7.6% | 932,449 | $537.8M |
| PineStone Asset Management Inc. | 3.32% | Add +11.9% | 890,123 | $513.4M |
| Millennium Management | 0.44% | Add +18.2% | 815,767 | $470.5M |
| Two Sigma Advisers, LP | 0.96% | Add +6.2% | 810,300 | $467.3M |
| JPMorgan Chase & Co. | 0.03% | Add +27.7% | 786,321 | $453.5M |
| Northern Trust Corp. | 0.06% | Reduce -6.6% | 751,546 | $433.4M |
| Arrowstreet Capital, Limited Partnership | 0.30% | Reduce -0.1% | 736,586 | $424.8M |
| Bank of America Corp. | 0.03% | Add +27.6% | 724,618 | $417.9M |
| AQR Capital Management | 0.31% | Reduce -0.2% | 659,120 | $380.1M |
| Nordea Investment Management AB | 0.34% | Reduce -21.9% | 641,470 | $365.7M |
| FMR LLC | 0.02% | Reduce -8.8% | 620,442 | $357.8M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -43.8% | 600,163 | $346.1M |
| Bessemer Group Inc. | 0.55% | Reduce -0.1% | 590,602 | $340.6M |
| Franklin Resources Inc. | 0.09% | Add +35.6% | 586,392 | $338.2M |
| Legal & General Group Plc | 0.08% | Add +4.7% | 580,125 | $334.6M |
| Amundi | 0.11% | Reduce -5.9% | 548,718 | $319.8M |
| Evergreen Quality Fund GP, Ltd. | 9.80% | No change | 549,753 | $317.1M |
| Invesco Ltd. | 0.05% | Reduce -0.3% | 548,778 | $316.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +2.0% | 526,640 | $303.7M |
| Goldman Sachs Group Inc. | 0.05% | Add +34.8% | 523,601 | $302.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +2.9% | 513,226 | $296.0M |
| Deutsche Bank AG | 0.10% | Add +7.7% | 493,693 | $284.7M |
| Bank of New York Mellon Corp | 0.05% | Reduce -5.9% | 476,342 | $274.7M |
| Macquarie Group Ltd. | 0.33% | Add +3.2% | 462,457 | $266.7M |
| Two Sigma Investments, LP | 0.47% | Add +3.6% | 436,842 | $251.9M |
| UBS Group AG | 0.05% | Reduce -12.8% | 419,731 | $242.1M |
| Clearbridge Investments, LLC | 0.19% | Add +7.9% | 407,099 | $234.8M |
| Mackenzie Financial Corp. | 0.30% | Add +1.1% | 405,235 | $233.7M |
| Barclays PLC | 0.09% | Reduce -1.5% | 392,328 | $226.3M |
| Temasek Holdings (Private) Ltd | 0.88% | Add +6.3% | 392,047 | $226.1M |
| Russell Investments Group, Ltd. | 0.29% | Reduce -4.5% | 389,856 | $224.8M |
| Baillie Gifford & Co. | 0.16% | New | 360,514 | $207.9M |
| Qube Research & Technologies Ltd | 0.28% | Add +90.1% | 350,738 | $202.3M |
| Neuberger Berman Group LLC | 0.15% | Reduce -13.6% | 336,096 | $193.8M |
| HSBC Holdings PLC | 0.12% | Add +12.9% | 324,312 | $186.7M |
| Storebrand Asset Management As | 0.53% | Reduce -1.0% | 319,228 | $184.1M |
| Meritage Group LP | 4.92% | New | 311,315 | $179.5M |
| Magellan Asset Management Ltd | 2.01% | New | 305,011 | $175.9M |
| Royal Bank of Canada | 0.03% | Reduce -42.1% | 280,247 | $161.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.38% | Add +48.3% | 279,177 | $161.0M |
| Champlain Investment Partners, LLC | 1.11% | Add +10.5% | 275,209 | $158.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.7% | 272,811 | $157.3M |
| T. Rowe Price Associates Inc. | 0.02% | Add +2.3% | 260,842 | $150.4M |
| Alliancebernstein L.P. | 0.05% | Add +1.0% | 259,743 | $149.8M |
| Gobi Capital LLC | 7.32% | Add +26.1% | 256,611 | $148.0M |
| Voya Investment Management LLC | 0.16% | Add +28.7% | 248,642 | $142.9M |
| Man Group plc | 0.31% | Reduce -12.6% | 247,371 | $142.7M |
| Squarepoint Ops LLC | 0.29% | Add +3.1% | 230,215 | $132.8M |
| Assenagon Asset Management S.A. | 0.21% | Reduce -1.7% | 227,226 | $131.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.38% | Reduce -4.1% | 221,461 | $127.7M |
| Wellington Management Group LLP | 0.02% | Reduce -0.3% | 219,968 | $126.9M |
| Nuveen, LLC | 0.03% | Add +4.8% | 218,435 | $126.0M |
| Wells Fargo & Company | 0.03% | Reduce -1.5% | 214,038 | $123.4M |
| Flossbach Von Storch SE | 0.49% | Reduce -2.9% | 209,331 | $120.7M |
| EULAV Asset Management | 2.76% | Add +0.0% | 203,971 | $117.6M |
| Findlay Park Partners LLP | 1.19% | Reduce -3.4% | 199,300 | $114.9M |
| Bowie Capital Management, LLC | 5.32% | Add +4.4% | 194,752 | $112.3M |
| California Public Employees Retirement System | 0.07% | Add +3.0% | 194,177 | $112.0M |
| Canoe Financial LP | 1.53% | Reduce -3.3% | 186,331 | $107.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -19.7% | 182,537 | $105.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +0.1% | 180,419 | $104.1M |
| Robeco Institutional Asset Management B.V. | 0.17% | Add +214.3% | 179,022 | $103.2M |
| Sei Investments Co. | 0.12% | Add +0.4% | 175,107 | $101.0M |
| Fundsmith | 0.42% | No change | 166,619 | $96.1M |
| Swedbank AB | 0.10% | Reduce -4.2% | 160,200 | $92.4M |
| BNP Paribas Financial Markets | 0.07% | Reduce -11.2% | 159,913 | $92.2M |
| Intermede Investment Partners Ltd | 2.82% | Reduce -5.0% | 158,768 | $91.6M |
| Los Angeles Capital Management LLC | 0.34% | Reduce -8.8% | 156,975 | $90.5M |
| Acadian Asset Management LLC | 0.18% | Add +90.0% | 154,994 | $89.4M |
| Worldquant Millennium Advisors LLC | 0.44% | Add +87.7% | 154,778 | $89.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.4% | 153,577 | $88.6M |
| Public Employees Retirement Association of Colorado | 0.34% | Reduce -2.3% | 152,813 | $88.1M |
| Rhumbline Advisers | 0.08% | Reduce -1.9% | 152,147 | $87.7M |
| Citigroup Inc. | 0.06% | Add +25.4% | 147,833 | $85.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +4.3% | 145,982 | $84.2M |
| Baird Financial Group, Inc. | 0.15% | Reduce -4.1% | 145,147 | $83.7M |
| Westfield Capital Management Co. LP | 0.35% | Reduce -17.8% | 144,360 | $83.3M |
| Markel Group | 0.70% | No change | 142,850 | $82.4M |
| Renaissance Technologies | 0.11% | Add +115.5% | 140,521 | $81.0M |
| Ownership Capital B.V. | 4.49% | Reduce -24.1% | 133,966 | $77.3M |
| Bristol Gate Capital Partners Inc. | 4.18% | Reduce -18.7% | 127,407 | $73.5M |
| Canada Pension Plan Investment Board | 0.06% | Add +20.2% | 123,304 | $71.1M |
| Schroder Investment Management Group | 0.06% | Reduce -13.3% | 121,899 | $70.3M |
| Voloridge Investment Management, LLC | 0.26% | Reduce -14.4% | 120,224 | $69.3M |
| California State Teachers Retirement System | 0.08% | Reduce -1.1% | 120,058 | $69.2M |
| Bank of Montreal | 0.04% | Add +9.4% | 119,392 | $68.9M |
| GFI Investment Counsel Ltd. | 7.45% | Add +1.1% | 118,549 | $68.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -41.5% | 117,818 | $68.0M |
"% of holder's portfolio" is MSCI's weight in each manager's 13F, not the share of MSCI Inc. the manager owns.