MSCI Inc.
MSCI- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001408198
In the last 90 days, MSCI Inc. insiders filed 1 open-market purchase and 0 sales; 1,087 institutions reported holding it in 13F filings for Q2 2026, worth $37.7B in total; 3 superinvestors hold it, including Viking Global Investors and Markel Group.
13F holders, Q1 2023
Institutional positions in MSCI Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 821
- +34 vs. Q4 2022
- Shares held
- 72.9M
- +802.8K (+1.1%) vs. Q4 2022
- Total value
- $40.7B
- +$7.19B (+21.4%) vs. Q4 2022
- New holders
- 109
- 305 more added
- Sold out
- 75
- 303 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,087 | $37.7B |
| Q1 2026 | 1,068 | $35.1B |
| Q4 2025 | 1,081 | $38.6B |
| Q3 2025 | 1,039 | $38.8B |
| Q2 2025 | 1,087 | $41.2B |
| Q1 2025 | 1,082 | $40.2B |
| Q4 2024 | 1,071 | $42.6B |
| Q3 2024 | 1,001 | $40.7B |
| Q2 2024 | 939 | $34.2B |
| Q1 2024 | 922 | $40.1B |
| Q4 2023 | 881 | $40.5B |
| Q3 2023 | 832 | $36.7B |
| Q2 2023 | 814 | $33.4B |
| Q1 2023 | 821 | $40.7B |
| Q4 2022 | 804 | $33.6B |
| Q3 2022 | 742 | $30.1B |
| Q2 2022 | 748 | $29.8B |
| Q1 2022 | 820 | $36.6B |
| Q4 2021 | 851 | $45.2B |
| Q3 2021 | 810 | $45.1B |
| Q2 2021 | 757 | $39.9B |
| Q1 2021 | 738 | $31.6B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,729,819 | $4.89B | 0.12% | +49,007+0.6% | Added |
| BlackRock Inc. | 6,771,308 | $3.79B | 0.11% | +194,995+3.0% | Added |
| State Street Corp | 3,145,212 | $1.76B | 0.10% | −161,580−4.9% | Reduced |
| Massachusetts Financial Services Co | 3,097,230 | $1.73B | 0.59% | +28,044+0.9% | Added |
| Alliancebernstein L.P. | 2,610,493 | $1.46B | 0.63% | +227,932+9.6% | Added |
| Bamco Inc | 2,172,566 | $1.22B | 3.65% | −1,291−0.1% | Reduced |
| FMR LLC | 2,125,194 | $1.19B | 0.11% | −58,700−2.7% | Reduced |
| Capital Research Global Investors | 1,802,170 | $1.01B | 0.29% | +199,854+12.5% | Added |
| Fiera Capital Corp | 1,662,475 | $930.5M | 2.78% | −140,223−7.8% | Reduced |
| Geode Capital Management, LLC | 1,637,256 | $914.5M | 0.12% | +35,746+2.2% | Added |
| Capital International Investors | 1,414,182 | $791.2M | 0.20% | −3,253−0.2% | Reduced |
| Price T Rowe Associates Inc | 1,332,722 | $745.9M | 0.11% | −849,965−38.9% | Reduced |
| JPMorgan Chase & Co | 1,281,834 | $717.4M | 0.09% | +311,370+32.1% | Added |
| Durable Capital Partners LP | 1,230,395 | $688.6M | 6.47% | −141,485−10.3% | Reduced |
| Sustainable Growth Advisers, LP | 1,196,033 | $669.4M | 3.88% | −54,992−4.4% | Reduced |
| American Century Companies Inc | 1,153,555 | $645.6M | 0.51% | −105,469−8.4% | Reduced |
| Franklin Resources Inc | 1,043,809 | $584.2M | 0.29% | −32,633−3.0% | Reduced |
| Brown Advisory Inc | 916,848 | $513.2M | 0.87% | +21,928+2.5% | Added |
| Capital World Investors | 887,881 | $496.9M | 0.10% | +444,622+100.3% | Added |
| Norges Bank | 825,919 | $462.3M | 0.10% | +13,011+1.6% | Added |
| WCM Investment Management, LLC | 777,078 | $434.9M | 1.39% | −38,603−4.7% | Reduced |
| Bank of America Corp | 769,609 | $430.7M | 0.05% | +7,787+1.0% | Added |
| Wellington Management Group LLP | 734,906 | $411.3M | 0.08% | +196,559+36.5% | Added |
| Morgan Stanley | 725,817 | $406.2M | 0.04% | −15,133−2.0% | Reduced |
| Northern Trust Corp | 720,809 | $403.4M | 0.08% | −1,197−0.2% | Reduced |
| Amundi | 704,423 | $379.3M | 0.20% | +513,824+269.6% | Added |
| Ameriprise Financial Inc | 624,634 | $349.6M | 0.11% | −89,348−12.5% | Reduced |
| Bank of New York Mellon Corp | 605,686 | $339.0M | 0.07% | −9,716−1.6% | Reduced |
| Goldman Sachs Group Inc | 598,018 | $334.7M | 0.09% | +124,451+26.3% | Added |
| Legal & General Group Plc | 561,983 | $314.5M | 0.11% | +26,352+4.9% | Added |
| Winslow Capital Management, LLC | 502,752 | $281.4M | 1.44% | −11,387−2.2% | Reduced |
| Principal Financial Group Inc | 487,418 | $272.8M | 0.20% | −9,805−2.0% | Reduced |
| Invesco Ltd. | 481,219 | $269.3M | 0.08% | +32,930+7.3% | Added |
| Artisan Partners Limited Partnership | 437,896 | $245.1M | 0.41% | −108,039−19.8% | Reduced |
| Charles Schwab Investment Management Inc | 436,979 | $244.6M | 0.07% | +7,086+1.6% | Added |
| Neuberger Berman Group LLC | 432,881 | $242.3M | 0.22% | −15,383−3.4% | Reduced |
| Voya Investment Management LLC | 380,950 | $213.2M | 0.23% | −115,882−23.3% | Reduced |
| Putnam Investments LLC | 367,915 | $205.9M | 0.33% | +1,612+0.4% | Added |
| Alphinity Investment Management Pty Ltd | 341,776 | $191.3M | 4.28% | +318,577+1,373.2% | Added |
| StonePine Asset Management Inc. | 322,890 | $180.7M | 4.37% | +279,588+645.7% | Added |
| Public Employees Retirement Association of Colorado | 316,787 | $177.3M | 0.92% | −180−0.1% | Reduced |
| Dimensional Fund Advisors LP | 301,393 | $168.7M | 0.06% | −3,575−1.2% | Reduced |
| UBS Asset Management Americas Inc | 300,501 | $168.2M | 0.08% | −1,407−0.5% | Reduced |
| Eagle Asset Management Inc | 294,518 | $164.8M | 0.96% | −294−0.1% | Reduced |
| Deutsche Bank AG | 280,413 | $156.9M | 0.09% | −26,058−8.5% | Reduced |
| Axiom Investors LLC | 273,665 | $153.2M | 2.52% | +26,425+10.7% | Added |
| Nuveen Asset Management, LLC | 253,599 | $141.9M | 0.05% | −7,145−2.7% | Reduced |
| Royal Bank of Canada | 241,499 | $135.2M | 0.04% | −7,411−3.0% | Reduced |
| Schroder Investment Management Group | 238,351 | $133.4M | 0.20% | +68,864+40.6% | Added |
| Two Sigma Advisers, LP | 234,500 | $131.2M | 0.34% | −17,700−7.0% | Reduced |
| Los Angeles Capital Management LLC | 226,476 | $126.8M | 0.56% | +223,789+8,328.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 223,232 | $124.9M | 0.09% | −2,953−1.3% | Reduced |
| Nordea Investment Management AB | 219,127 | $121.2M | 0.18% | +62,861+40.2% | Added |
| AXA S.A. | 212,103 | $118.7M | 0.41% | −25,165−10.6% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 211,317 | $118.3M | 0.51% | 00.0% | Unchanged |
| SEI Investments Co | 207,730 | $116.3M | 0.22% | +30,805+17.4% | Added |
| Russell Investments Group, Ltd. | 206,738 | $115.4M | 0.23% | +25,143+13.8% | Added |
| Fisher Asset Management, LLC | 203,593 | $113.9M | 0.07% | −1,721−0.8% | Reduced |
| Federated Hermes, Inc. | 203,370 | $113.8M | 0.29% | +5,712+2.9% | Added |
| Victory Capital Management Inc | 199,465 | $111.6M | 0.13% | +18,012+9.9% | Added |
| Janus Henderson Group PLC | 198,762 | $111.2M | 0.07% | −43,462−17.9% | Reduced |
| APG Asset Management N.V. | 207,843 | $107.1M | 0.23% | +15,850+8.3% | Added |
| Frontier Capital Management Co LLC | 174,668 | $97.8M | 1.01% | +9,262+5.6% | Added |
| Westfield Capital Management Co LP | 167,326 | $93.7M | 0.66% | −1,377−0.8% | Reduced |
| Baird Financial Group, Inc. | 166,897 | $93.4M | 0.23% | +1,752+1.1% | Added |
| Envestnet Asset Management Inc | 166,648 | $93.3M | 0.04% | +5,924+3.7% | Added |
| Bristol Gate Capital Partners Inc. | 165,011 | $92.4M | 5.00% | −341−0.2% | Reduced |
| Canoe Financial LP | 164,216 | $91.9M | 1.28% | +164,216 | New |
| Allianz Asset Management GmbH | 162,787 | $91.1M | 0.19% | −9,658−5.6% | Reduced |
| Rhumbline Advisers | 158,500 | $88.7M | 0.11% | +7,341+4.9% | Added |
| National Pension Service | 160,299 | $88.0M | 0.16% | +28,104+21.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 155,849 | $87.2M | 0.35% | +929+0.6% | Added |
| California Public Employees Retirement System | 154,670 | $86.6M | 0.08% | −20,285−11.6% | Reduced |
| UBS Group AG | 153,830 | $86.1M | 0.04% | −6,333−4.0% | Reduced |
| Lord, Abbett & Co. LLC | 147,470 | $82.5M | 0.30% | +48,612+49.2% | Added |
| Nomura Asset Management Co Ltd | 144,187 | $80.7M | 0.42% | +96,212+200.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 142,850 | $80.0M | 1.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 135,594 | $75.9M | 0.10% | −11,694−7.9% | Reduced |
| Swedbank AB | 133,727 | $74.8M | 0.15% | −55,796−29.4% | Reduced |
| California State Teachers Retirement System | 130,768 | $73.2M | 0.11% | −1,955−1.5% | Reduced |
| State of Michigan Retirement System | 126,402 | $70.7M | 0.47% | −36,800−22.5% | Reduced |
| Flossbach Von Storch AG | 125,618 | $70.3M | 0.30% | −15,133−10.8% | Reduced |
| GFI Investment Counsel Ltd. | 120,273 | $67.3M | 11.52% | −3,203−2.6% | Reduced |
| Prudential Financial Inc | 149,459 | $66.2M | 0.10% | +34,822+30.4% | Added |
| Capital Group Private Client Services, Inc. | 112,421 | $62.9M | 0.78% | −682−0.6% | Reduced |
| Barclays PLC | 111,925 | $62.6M | 0.07% | −23,494−17.3% | Reduced |
| HighTower Advisors, LLC | 110,086 | $61.6M | 0.13% | −425−0.4% | Reduced |
| Temasek Holdings (Private) Ltd | 108,072 | $60.5M | 0.36% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 104,947 | $58.7M | 0.08% | +1,954+1.9% | Added |
| Millennium Management LLC | 103,904 | $58.2M | 0.07% | −96,777−48.2% | Reduced |
| HSBC Holdings PLC | 98,029 | $54.7M | 0.07% | −9,082−8.5% | Reduced |
| Pictet Asset Management SA | 97,472 | $54.6M | 0.07% | +42,640+77.8% | Added |
| Loomis Sayles & Co L P | 96,211 | $53.8M | 0.09% | −7,206−7.0% | Reduced |
| Ycg, LLC | 94,189 | $52.7M | 5.15% | +290.0% | Added |
| Allspring Global Investments Holdings, LLC | 93,958 | $52.6M | 0.09% | +3,277+3.6% | Added |
| Wells Fargo & Company | 93,424 | $52.3M | 0.02% | −130.0% | Reduced |
| New York State Teachers Retirement System | 93,171 | $52.1M | 0.12% | −976−1.0% | Reduced |
| STRS Ohio | 91,300 | $51.1M | 0.22% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 90,447 | $50.6M | 0.07% | +83,953+1,292.8% | Added |
| State Board of Administration of Florida Retirement System | 88,097 | $49.3M | 0.11% | −3,000−3.3% | Reduced |