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Disclosery

MSCI MSCI INC

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Stock (common), issuer CIK 1408198

1,014 managers (1,040 13F filers) reported a position in MSCI shares at 2025-09-30, 68,385,081 shares in all. 81 filers opened a position and 127 filers sold out during the quarter.

Managers
1,014
13F filers
1,040
New
81
Added
375
Reduced
406
Sold out
127
Shares held by filers
68,385,081

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Wiechmann Andrew C.officer (Chief Financial Officer)2026-10-12-450 S$570Form 4

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BAKER TILLY WEALTH MANAGEMENT, LLC980$556K0.13%+2313F-HRTimeline
OneDigital Investment Advisors LLC976$554K0.01%-4713F-HRTimeline
Evercore Wealth Management, LLC969$550K0.01%-3013F-HRTimeline
Perigon Wealth Management, LLC961$545K0.01%+28613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP952$540K0.01%+813F-HRTimeline
Moran Wealth Management, LLC935$531K0.02%-6713F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc920$522K0.01%+24013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamilton Capital Partners Inc.918$521K0.02%+44813F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…912$517K0.11%+3713F-HRTimelineGroup
Trust Asset Management LLC905$514K0.04%013F-HRTimeline
INCEPTIONR LLC903$512K0.12%-1,52013F-HRTimeline
Tandem Investment Advisors, Inc.894$507K0.02%new13F-HRTimeline
ELEMENT CAPITAL MANAGEMENT LLC880$499K0.71%new13F-HRTimeline
Ellevest, Inc.876$497K0.07%+9813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…872$495K0.01%-1,82513F-HRTimelineGroup
Salvus Wealth Management, LLC867$492K0.27%+4813F-HRTimeline
Savvy Advisors, Inc.861$489K0.02%+34613F-HRTimeline
GC Wealth Management RIA, LLC861$489K0.02%+46613F-HRTimeline
Aviso Financial Inc.859$487K0.02%+1713F-HRTimeline
Chicago Partners Investment Group LLC803$477K0.01%-3213F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…839$476K0.19%-5913F-HRTimeline
Lombard Odier Asset Management (USA) Co…836$474K0.11%new13F-HRTimeline
Integrated Investment Consultants, LLC825$468K0.08%-25313F-HRTimeline
Cresset Asset Management, LLC821$466K<0.01%+11813F-HR/ATimeline
Employees Retirement System of Texas815$462K<0.01%+18213F-HRTimeline
Kathmere Capital Management, LLC812$461K0.03%-29513F-HRTimeline
OPTIMIZE FINANCIAL INC.811$460K0.24%+15013F-HRTimeline
Boit C F David810$460K0.21%013F-HRTimeline
AdvisorShares Investments LLC810$460K0.08%-1013F-HRTimeline
Williams Jones Wealth Management, LLC.801$454K0.01%-2013F-HRTimeline
Clearstead Advisors, LLC797$452K0.01%-6713F-HRTimeline
Advisory Services Network, LLC790$448K0.01%-20413F-HRTimeline
Arkadios Wealth Advisors788$447K0.01%+26813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO779$442K<0.01%+1113F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP776$440K0.02%-3,71913F-HR/ATimeline
Elk River Wealth Management LLC773$439K0.07%013F-HRTimeline
Numerai GP LLC763$433K0.06%-1,53713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.760$431K0.02%+513F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC759$431K0.01%-28,93813F-HR/ATimelineGroup
MATHER GROUP, LLC.754$428K<0.01%+313F-HRTimeline
Sustainable Growth Advisers, LP745$423K<0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC743$422K0.01%+14513F-HRTimelineGroup
Private Advisor Group, LLC743$421K<0.01%+5013F-HRTimeline
Parallel Advisors, LLC736$418K0.01%-3613F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW734$417K0.06%-1513F-HRTimelineGroup
WRAPMANAGER INC731$415K0.13%-39513F-HRTimeline
Prescott Group Capital Management, L.L.…729$414K0.04%013F-HRTimeline
George Kaiser Family Foundation729$414K0.06%013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI725$412K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding720$409K-40Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …715$406K0.01%-11,74613F-HRTimelineGroup
Full Sail Capital, LLC712$404K0.02%+20713F-HRTimeline
World Investment Advisors709$402K0.01%-1713F-HRTimeline
Checchi Capital Advisers, LLC708$402K0.03%-3613F-HRTimeline
Wealthspire Advisors, LLC704$399K<0.01%-46713F-HRTimeline
Security Financial Services, INC.697$395K0.06%+713F-HRTimeline
PUREfi Wealth, LLC694$394K0.3%-313F-HRTimeline
Waverly Advisors, LLC692$393K<0.01%+13713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management691$392K<0.01%-57513F-HRTimelineGroup
Beverly Hills Private Wealth, LLC689$391K0.07%013F-HRTimeline
Ramirez Asset Management, Inc.686$389K0.05%013F-HRTimeline
Cynosure Group, LLC685$389K0.04%013F-HR/ATimeline
Guinness Asset Management LTD677$385K0.01%-6013F-HRTimeline
Castleview Partners, LLC674$382K0.21%-1513F-HRTimeline
Aptus Capital Advisors, LLC672$381K<0.01%-2113F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…671$381K<0.01%-4213F-HRTimeline
Crestwood Advisors Group, LLC669$380K0.01%+913F-HRTimeline
Versant Capital Management, Inc667$378K0.05%+58613F-HRTimeline
McElhenny Sheffield Capital Management,…660$374K0.09%-17413F-HRTimeline
GWN SECURITIES INC.658$374K0.09%-31413F-HRTimeline
Valeo Financial Advisors, LLC658$373K0.01%-3413F-HRTimeline
Sigma Planning Corp654$371K0.01%+10313F-HRTimeline
Net Worth Advisory Group651$369K0.11%-4413F-HRTimeline
Roberts Capital Advisors, LLC646$367K0.41%-64713F-HRTimeline
WADDELL & ASSOCIATES, LLC645$366K0.03%+15413F-HRTimeline
Meridian Wealth Management, LLC639$362K0.01%-11313F-HRTimeline
Permanent Capital Management, LP636$361K0.07%13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC633$359K0.03%-28413F-HRTimeline
JSF Financial, LLC633$359K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL629$357K<0.01%-56313F-HRTimeline
WORLD EQUITY GROUP, INC.626$355K0.08%+12413F-HRTimeline
Keel Point, LLC622$353K0.02%+1813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…621$352K0.01%-10013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC618$351K0.06%013F-HRTimeline
Connecticut Wealth Management, LLC616$350K0.02%-6513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP616$350K<0.01%+7313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC608$345K0.01%+5113F-HRTimeline
CHILTON INVESTMENT CO INC.607$344K0.01%013F-HRTimeline
Farther Finance Advisors, LLC605$343K0.01%+5313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …605$343K<0.01%-18,02213F-HRTimelineGroup
Counterpoint Mutual Funds LLC602$342K0.03%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding601$341K+3Timeline
WHITTIER TRUST CO OF NEVADA INC609$341K0.01%+2613F-HRTimeline
Sava Infond d.o.o.600$340K0.05%-30013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC598$339K0.01%+7713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC597$339K0.01%+613F-HRTimeline
Caerus Investment Advisors, LLC592$336K0.14%new13F-HRTimeline
Arkos Global Advisors588$334K0.04%new13F-HRTimeline
Gryphon Financial Partners LLC588$334K0.04%new13F-HRTimeline
Baader Bank Aktiengesellschaft781$334K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Barn Wealth, LLC587$333K0.15%-613F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…583$331K0.01%013F-HRTimelineGroup
Fielder Capital Group LLC581$330K0.08%-2713F-HRTimeline
Citadel Investment Advisory, Inc.580$329K0.15%013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH577$328K<0.01%-1,03013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC577$327K<0.01%+17613F-HR/ATimelineGroup
DSG Capital Advisors, LLC576$327K0.05%013F-HRTimeline
Weaver Capital Management LLC574$326K0.07%-1313F-HRTimeline
Aigen Investment Management, LP573$325K0.05%new13F-HRTimeline
Fenimore Asset Management Inc572$325K0.01%013F-HRTimeline
PDS Planning, Inc568$322K0.02%+3613F-HRTimeline
Capital Advisors, Ltd. LLC563$319K0.04%+4413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC560$317K0.03%new13F-HRTimeline
Sowell Financial Services LLC556$316K0.01%+613F-HRTimeline
FULLCIRCLE WEALTH LLC545$313K0.11%-113F-HRTimeline
Robertson Stephens Wealth Management, L…551$313K0.01%-3113F-HRTimeline
Optivise Advisory Services LLC547$310K0.18%-2113F-HRTimeline
WEALTH ALLIANCE, LLC546$310K0.03%-1413F-HRTimeline
Apeiron RIA LLC557$306K0.07%-24513F-HRTimeline
Sage Mountain Advisors LLC537$305K0.02%+413F-HRTimeline
Dorsey & Whitney Trust CO LLC532$302K0.02%+1513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC531$301K0.08%new13F-HRTimelineGroup
Parcion Private Wealth LLC529$300K0.02%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC526$298K0.01%+7813F-HRTimeline
GTS SECURITIES LLC523$297K0.01%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV515$292K0.01%+14013F-HRTimeline
Independent Advisor Alliance509$289K0.01%+2113F-HRTimeline
Calydon Capital506$287K0.05%-51413F-HRTimeline
CX Institutional506$287K0.01%+1413F-HRTimeline
True North Advisors, LLC502$285K0.05%+913F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC500$284K0.2%013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al500$284K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC500$284K0.01%new13F-HR/ATimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd499$283K0.02%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA494$280K0.02%+713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD491$279K0.18%-10413F-HRTimeline
Simplicity Wealth,LLC491$279K0.02%-98413F-HRTimeline
Founders Financial Alliance, LLC487$276K0.05%-1013F-HRTimeline
ROTHSCHILD INVESTMENT LLC480$272K0.02%+41813F-HRTimeline
CWA Asset Management Group, LLC476$270K0.01%+713F-HRTimeline
Howard Capital Management, LLC473$268K<0.01%+913F-HRTimeline
Bridgewater Advisors Inc.482$268K0.02%+1613F-HRTimeline
Chancellor Financial Group WB LP467$265K0.19%013F-HRTimeline
Focus Financial Network, Inc.466$264K0.01%+1613F-HRTimeline
CAPITAL ADVISORS INC/OK464$263K<0.01%+813F-HRTimeline
PITCAIRN COin group PITCAIRN CO458$260K0.02%-16113F-HRTimelineGroup
NorthCrest Asset Manangement, LLC455$259K0.01%+9813F-HRTimeline
EQUITABLE TRUST CO456$259K0.01%-10013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…448$254K<0.01%+1513F-HRTimelineGroup
TD Waterhouse Canada Inc.479$254K<0.01%-6113F-HRTimeline
Cambria Investment Management, L.P.447$254K0.02%new13F-HR/ATimeline
RAINEY & RANDALL WEALTH ADVISORS INC.445$252K0.04%013F-HRTimeline
Impact Capital Partners LLC445$252K0.08%+2713F-HRTimeline
CONNING INC.in group CONNING INC.437$248K0.01%013F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding436$247K-526Timeline
EARNED WEALTH ADVISORS, LLC434$246K0.04%+3513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd427$242K0.01%-6,41513F-HRTimelineGroup
Venture Visionary Partners LLC424$241K0.01%013F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC422$239K0.01%-44913F-HRTimelineGroup
AlphaQuest LLC420$238K0.02%-3,78213F-HRTimeline
Requisite Capital Management, LLC418$237K0.04%new13F-HRTimeline
Smithfield Trust Co417$236K0.01%013F-HRTimeline
Fullerton Fund Management Co Ltd.415$235K0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…416$235K<0.01%+413F-HRTimelineGroup
QTR Family Wealth, LLC412$234K0.11%new13F-HRTimeline
BURNEY CO/411$233K0.01%-513F-HRTimeline
Mayflower Financial Advisors, LLC411$233K0.03%+113F-HRTimeline
PATTON FUND MANAGEMENT, INC.410$233K0.04%013F-HRTimeline
WealthBridge Capital Management, LLC406$230K0.05%+813F-HRTimeline
Claret Asset Management Corp403$229K0.03%-613F-HRTimeline
Lafayette Investments, Inc.400$227K0.04%new13F-HRTimeline
Blue Edge Capital, LLC400$227K0.03%013F-HRTimeline
Stonegate Investment Group, LLC398$226K0.01%013F-HRTimeline
Bison Wealth, LLC388$225K0.02%-6613F-HRTimeline
Aprio Wealth Management, LLC397$225K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC396$225K0.03%new13F-HRTimeline
Hutchens & Kramer Investment Management…396$225K0.09%new13F-HRTimeline
CERTUITY, LLC396$224K0.02%-3813F-HRTimeline
SYM FINANCIAL Corp390$221K0.02%-11713F-HRTimeline
MGO ONE SEVEN LLC390$221K0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC388$220K0.03%+1413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC388$220K0.01%-3013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd386$219K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Turtle Creek Wealth Advisors, LLC385$218K0.02%new13F-HRTimeline
Aaron Wealth Advisors LLC383$217K0.01%+2713F-HRTimeline
Summa Corp.382$217K0.1%013F-HRTimeline
EntryPoint Capital, LLC380$216K0.08%-29113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC380$216K0.02%-1513F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co379$215K0.01%013F-HRTimeline
Kera Capital Partners, Inc.375$213K0.03%-11013F-HRTimeline
McHugh Group, LLC375$213K0.13%013F-HRTimeline
M3 Advisory Group, LLC372$211K0.13%-1713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC369$209K0.06%-1413F-HR/ATimeline
SYNOVUS FINANCIAL CORP368$209K<0.01%-3113F-HRTimeline
USA FINANCIAL FORMULAS368$209K0.04%-5813F-HRTimeline
Baron Wealth Management LLC364$207K0.07%+313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…363$206K<0.01%-70513F-HRTimelineGroup
WEDBUSH SECURITIES INC361$205K0.01%-14613F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC360$204K0.07%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd359$204K0.06%013F-HRTimelineGroup

Events

  • Wiechmann Andrew C. sold 450 MSCI shares on 2026-10-12, Form 4 filed 2026-10-14. 0001769683-26-000013

    Accepted , ingested