What is the 13F Pro Quality Score for MSCI?

13F Pro ranks MSCI Inc. (MSCI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MSCI's current score at https://13fpro.ai/company/MSCI (free sign-up required for the full ranking).

Where does 13F Pro source MSCI data?

All MSCI Inc. fundamentals and ownership data come directly from SEC EDGAR. MSCI Inc. files with the SEC under CIK 1408198. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MSCI in?

MSCI Inc. (MSCI) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives MSCI's revenue?

Per MSCI Inc.'s latest 10-Q filed with the SEC on 2026-07-21, the biggest revenue drivers are: Index ($511.0M, +17.5% YoY); Analytics ($189.4M, +6.6% YoY); Sustainability and Climate ($91.9M, +3.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/MSCI.

What are MSCI's largest expenses?

MSCI Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenues ($149.9M, +8.9% YoY); Selling and marketing ($87.4M, +11.8% YoY); General and administrative ($46.2M, +20.6% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is MSCI research updated on 13F Pro?

MSCI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MSCI Inc.(MSCI)Stock Analysis

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SEC EDGAR: CIK 1408198 MSCI stock profile & AI dashboard →

13F Pro Quality Score

75.7/100

Rank #95 of 2,961 stocksTOP 5%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

66.5/100

Profitability

96.1/100

Balance Sheet

97.5/100

Earnings Quality

49.4/100

Free Cash Flow

94.2/100

Institutional Flow

75.0/100

Revenue Scale

71.6/100

Dilution Risk

29.7/100

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Why MSCI Scores 76/100

exact factor attribution · 2026-09-11

MSCI's composite is driven by profitability and free cash flow, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+9.2 pts

96th pct

Free cash flow

+6.6 pts

94th pct

Capital efficiency

+6.3 pts

98th pct

Revenue growth

+4.4 pts

67th pct

Scale

+4.3 pts

72th pct

Institutional flow

+1.7 pts

75th pct

Earnings growth

+1.2 pts

68th pct

Earnings quality

-0.1 pts

49th pct

Shareholder dilution

-1.4 pts

30th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

MSCI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MSCI Inc. (MSCI), a Financials sector company. 13F Pro's AI-powered ranking engine scores MSCI at 75.7/100 on a 32-signal composite quality model, placing it at rank #95 of 2,961 stocks — the top 5% of the AI-ranked universe. MSCI scores in the top quartile across balance sheet strength (97.5), profitability (96.1), free cash flow (94.2). Shareholder dilution risk is elevated at 29.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MSCI Inc. reports quarterly revenue of $867.0M, net income of $342.0M, an operating margin of 56.2%. Top institutional holders of MSCI by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. MSCI trades on the NYSE exchange and files with the SEC under CIK 1408198. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MSCI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MSCI Inc. directly from SEC EDGAR. MSCI Inc.'s 13F Pro composite quality score has ranged between 69 and 83 since 2021, currently 75.7 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about MSCI Inc.

Quirks, history, and lore behind MSCI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financials company · large-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
Annual revenue around $2.5 billion with operating margins that would make most software companies blush — consistently above 40%. Subscription revenue is the engine.
3
The History
Its roots trace back to Morgan Stanley in the 1980s, when the bank built analytical tools for institutional investors; the business was eventually spun off and went public in 2007.
4
The Secret
It doesn't manage a single dollar of assets, yet nearly every institutional portfolio manager on Earth pays it — because if your fund tracks one of its benchmarks, you owe it a licensing fee.
5
The Lore
Its ESG ratings became so influential that companies have been known to lobby just to improve their score, and regulators on multiple continents have started asking pointed questions about that power.
6
The Giveaway
The ACWI, EAFE, and Emerging Markets indices are household names in every pension fund on the planet — and they all carry this four-letter index giant's stamp.

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What's Driving MSCI's Business? Latest 10-Q Breakdown

✓ 35/35 datapoints verified

AI-extracted from MSCI Inc.'s 10-Q filed 2026-07-21 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue rose 12.2% to $867.0M as Index asset-based fees jumped 26.6% to $233.1M on a 44.8% increase in average AUM in ETFs linked to MSCI equity indexes.

Biggest Revenue Drivers

Index$511.0M+17.5% YoY

Driven by growth from asset-based fees as well as recurring subscriptions.

Analytics$189.4M+6.6% YoY

Growth from recurring subscriptions related to both Equity Analytics and Multi-Asset Class products.

Biggest Revenue Drivers

Total revenue: $867.0M+12.2% YoY

Index$511.0M+17.5% YoY

Driven by growth from asset-based fees as well as recurring subscriptions.

Within Index

Asset-based fees$233.1M+26.6% YoY

Growth in ETFs and non-ETF indexed funds linked to MSCI indexes, on higher average AUM, partly offset by lower average basis point fees.

Analytics$189.4M+6.6% YoY

Growth from recurring subscriptions related to both Equity Analytics and Multi-Asset Class products.

Sustainability and Climate$91.9M+3.4% YoY

Growth from recurring subscriptions related to Ratings and Climate products.

All Other - Private Assets$74.7M+4.9% YoY

Growth from recurring subscriptions in Private Capital Solutions related to Private Capital Intel products.

Largest Expense Items

Cost of revenues$149.9M+8.9% YoY

Higher market data costs, information technology costs and professional fees.

Selling and marketing$87.4M+11.8% YoY

Increased compensation and benefits from higher headcount costs.

General and administrative$46.2M+20.6% YoY

Higher headcount costs plus a smaller favorable fair value adjustment on Fabric RQ contingent consideration.

Research and development$46.0M+4.3% YoY

Higher headcount and IT costs, partly offset by increased capitalization of internally developed software.

Margins: Operating margin improved to 56.2% from 55.0% and Adjusted EBITDA margin to 62.1% from 61.4%, as revenue grew 12.2% against 9.2% operating expense growth.

Watch Items from the Filing

BlackRock accounted for 11.8% of consolidated revenues and 19.8% of Index segment revenues in the first half, up from 10.3% and 18.0%.
Interest expense rose 53.7% to $71.0M on higher debt levels; total debt is $6.425B and the Consolidated Leverage Ratio is 2.83:1.00 versus a 4.25:1.00 covenant.
Analytics Adjusted EBITDA fell 5.0% to $88.0M as segment expenses rose 19.2%, cutting margin to 46.5% from 52.1%.
Sustainability and Climate net new recurring subscription sales fell to $1.9M from $5.0M, with Retention Rate down to 92.3% from 93.8%.
Asset-based fees were 27% of first-half revenue, with roughly three-fifths of underlying AUM in non-USD securities, tying results to markets and FX.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$867.0M

Net Income

Q2 2026

$342.0M

Free Cash Flow

Q2 2026

$359.8M

Operating Margin

Q2 2026

56.2%

ROIC

Q2 2026

52.8%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+9.7% YoY

$3.13BFY 2025

FY22 $2.25BFY23 $2.53BFY24 $2.86BFY25 $3.13B

Net Income

+8.4% YoY

$1.20BFY 2025

FY22 $870.6MFY23 $1.15BFY24 $1.11BFY25 $1.20B

Operating Income

+12.1% YoY

$1.71BFY 2025

FY22 $1.21BFY23 $1.38BFY24 $1.53BFY25 $1.71B

EPS (Diluted)

+11.7% YoY

$15.69FY 2025

FY22 $10.72FY23 $14.39FY24 $14.05FY25 $15.69

Total Assets

+4.7% YoY

$5.70BFY 2025

FY22 $5.00BFY23 $5.52BFY24 $5.45BFY25 $5.70B

Total Debt

+37.5% YoY

$6.20BFY 2025

FY22 $4.52BFY23 $4.52BFY24 $4.51BFY25 $6.20B

Op. Cash Flow

+5.8% YoY

$1.59BFY 2025

FY22 $1.10BFY23 $1.24BFY24 $1.50BFY25 $1.59B

Free Cash Flow

+5.5% YoY

$1.55BFY 2025

FY22 $1.08BFY23 $1.21BFY24 $1.47BFY25 $1.55B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.13B +9.7%	$2.86B +12.9%	$2.53B +12.5%	$2.25B +10.0%	$2.04B +20.5%	$1.70B
Net Income	$1.20B +8.4%	$1.11B -3.4%	$1.15B +31.9%	$870.6M +19.9%	$726.0M +20.6%	$601.8M
Operating Income	$1.71B +12.1%	$1.53B +10.4%	$1.38B +14.7%	$1.21B +12.6%	$1.07B +21.2%	$884.8M
EPS (Diluted)	$15.69 +11.7%	$14.05 -2.4%	$14.39 +34.2%	$10.72 +23.2%	$8.70 +22.2%	$7.12
Total Assets	$5.70B +4.7%	$5.45B -1.3%	$5.52B +10.4%	$5.00B -9.2%	$5.51B +31.2%	$4.20B
Total Debt	$6.20B +37.5%	$4.51B -0.2%	$4.52B -0.0%	$4.52B +8.6%	$4.16B +23.6%	$3.37B
Operating Cash Flow	$1.59B +5.8%	$1.50B +21.5%	$1.24B +12.8%	$1.10B +17.0%	$936.1M +15.4%	$811.1M
Free Cash Flow	$1.55B +5.5%	$1.47B +21.0%	$1.21B +12.2%	$1.08B +17.3%	$922.6M +16.9%	$789.3M

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13F Pro tracks comprehensive data for MSCI Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MSCI

BlackRock, Inc.
$3.1B5,468,585 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.6B4,644,770 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.3B4,163,745 sh
BAMCO INC /NY/
$1.8B3,211,753 sh
STATE STREET CORP
$1.8B3,194,918 sh
MORGAN STANLEY
$1.2B2,128,743 sh
T. Rowe Price Investment Management, Inc.
$1.1B2,049,428 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.1B1,950,086 sh
VIKING GLOBAL INVESTORS LP
$650.0M1,160,687 sh
PRINCIPAL FINANCIAL GROUP INC
$631.3M1,127,265 sh

Fund	Value	Shares
BlackRock, Inc.	$3.1B	5,468,585
VANGUARD CAPITAL MANAGEMENT LLC	$2.6B	4,644,770
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	4,163,745
BAMCO INC /NY/	$1.8B	3,211,753
STATE STREET CORP	$1.8B	3,194,918
MORGAN STANLEY	$1.2B	2,128,743
T. Rowe Price Investment Management, Inc.	$1.1B	2,049,428
GEODE CAPITAL MANAGEMENT, LLC	$1.1B	1,950,086
VIKING GLOBAL INVESTORS LP	$650.0M	1,160,687
PRINCIPAL FINANCIAL GROUP INC	$631.3M	1,127,265

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Is MSCI a good stock to buy?

13F Pro's AI-powered analysis of MSCI Inc. (MSCI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MSCI are available on the MSCI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MSCI is classified as a large company.

Which hedge funds own MSCI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MSCI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MSCI Inc.'s investment landscape.