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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.

Q1 2023 vs. Q4 2022

How the institutions holding MSCI Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of MSCI: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders80417821+34
Shares72.2M80.0K72.9M+802.8K (+1.1%)
Value$33.6B$38.0M$40.7B+$7.19B (+21.4%)

17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (109)

Institutions that held MSCI Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 109 by value.

Institutions new to MSCI in Q1 2023
InstitutionSharesValue% of portfolio
Canoe Financial LP164,216$91.9M1.28%
Virginia Retirement Systems Et Al49,836$27.9M0.29%
Moran Wealth Management, LLC40,754$22.8M0.86%
La Financiere de L'Echiquier35,700$20.0M1.05%
Cantor Fitzgerald, L. P.27,714$15.5M0.33%
Chiron Investment Management, LLC25,375$14.2M2.56%
Empower Advisory Group, LLC20,517$11.4M0.05%
Point72 Asset Management, L.P.14,076$7.88M0.03%
Vinva Investment Management Ltd10,460$5.74M0.48%
Fayez Sarofim & Co9,600$5.37M0.02%
Capital International Sarl7,995$4.47M0.23%
Cornerstone Advisors, LLC7,000$3.92M0.18%
Cordatus Wealth Management LLC6,265$3.51M4.47%
Clear Harbor Asset Management, LLC5,963$3.34M0.35%
Spouting Rock Asset Management, LLC5,520$3.09M1.09%
Point72 Europe (London) LLP5,500$3.08M0.92%
Ritholtz Wealth Management4,451$2.49M0.12%
Cumberland Partners Ltd4,341$2.43M0.24%
Strategic Global Advisors, LLC3,761$2.10M0.34%
Perpetual Ltd3,719$2.08M0.02%
Mogy Joel R Investment Counsel Inc2,967$1.66M0.15%
CM Wealth Advisors LLC3,564$1.63M0.32%
Bridgeway Capital Management, LLC2,823$1.58M0.04%
Canandaigua National Bank & Trust Co2,779$1.55M0.26%
Abn Amro Investment Solutions2,711$1.52M0.03%
Industrial Alliance Investment Management Inc.2,368$1.32M0.04%
Brookfield Asset Management Inc.2,285$1.28M0.01%
Brookstone Capital Management2,140$1.15M0.02%
Qsemble Capital Management, LP2,050$1.15M0.77%
Liberty Wealth Management LLC1,898$1.06M0.22%
Clearbridge Investments, LLC1,891$1.06M0.00%
Ostrum Asset Management1,883$1.05M0.09%
Van Leeuwen & Company, LLC1,782$997.4K0.67%
Alberta Investment Management Corp1,700$951.5K0.01%
Signet Financial Management, LLC1,689$945.3K0.16%
Capital International Ltd1,627$910.6K0.05%
Heartland Bank & Trust Co1,622$907.8K0.69%
Weiss Asset Management LP1,600$895.5K0.07%
Retireful, LLC1,521$851.3K0.27%
Quantinno Capital Management LP909$509.0K0.03%
Lombard Odier Asset Management (Switzerland) SA876$490.3K0.04%
ABN AMRO Bank N.V.855$480.2K0.01%
Atlantic Union Bankshares Corp798$446.6K0.05%
Capula Management Ltd776$434.3K0.04%
Great Lakes Retirement, Inc.766$428.7K0.08%
Cresset Asset Management, LLC755$422.6K0.01%
Fidelis Capital Partners, LLC871$412.6K0.18%
Horizon Investments, LLC715$399.0K0.01%
Machina Capital S.A.S.674$377.2K0.33%
VGI Partners Ltd600$335.8K0.07%
Centiva Capital, LP598$334.7K0.02%
Scholtz & Company, LLC591$331.0K0.24%
Apeiron RIA LLC581$324.8K0.11%
Blueshift Asset Management, LLC554$310.1K0.13%
Donoghue Forlines LLC543$303.9K0.11%
Wayfinding Financial, LLC501$280.0K0.21%
HighVista Strategies LLC500$279.8K0.23%
Geller Advisors LLC482$269.8K0.04%
Crestmont Private Wealth LLC482$269.8K0.18%
Renasant Bank480$268.6K0.21%
Independent Advisor Alliance478$267.4K0.01%
Gallacher Capital Management LLC456$255.0K0.15%
NewEdge Wealth, LLC445$249.0K0.01%
Schechter Investment Advisors, LLC440$246.3K0.02%
Waldron Private Wealth LLC427$239.0K0.01%
Rehmann Capital Advisory Group423$236.8K0.02%
Mather Group, LLC.420$235.1K0.00%
Caxton Associates LP416$232.8K0.04%
Principal Street Partners, LLC410$229.5K0.06%
Blue Edge Capital, LLC400$223.9K0.05%
Mayflower Financial Advisors, LLC399$223.3K0.03%
PDS Planning, Inc397$222.2K0.03%
Veracity Capital LLC396$221.4K0.10%
Pinnacle Wealth Planning Services, Inc.394$220.5K0.04%
Robertson Stephens Wealth Management, LLC391$218.8K0.02%
LVW Advisors, LLC386$216.0K0.04%
Sage Mountain Advisors LLC383$214.4K0.03%
Integrated Advisors Network LLC381$213.2K0.01%
Sunbelt Securities, Inc.383$210.2K0.03%
Douglass Winthrop Advisors, LLC370$207.0K0.01%
Savant Capital, LLC369$206.5K0.00%
Perennial Advisors, LLC367$205.4K0.06%
Buckhead Capital Management LLC360$201.5K0.05%
Clean Yield Group245$137.1K0.06%
Quintet Private Bank (Europe) S.A.192$107.6K0.01%
Acima Private Wealth, LLC153$85.6K0.04%
Catalyst Capital Advisors LLC150$84.0K0.00%
Pointe Capital Management LLC100$56.0K0.04%
Quantbot Technologies LP98$54.9K0.00%
Ridgewood Investments LLC82$45.9K0.03%
Atlas Capital Advisors LLC62$34.7K0.01%
Toth Financial Advisory Corp55$30.8K0.00%
GPS Wealth Strategies Group, LLC31$17.1K0.00%
NewSquare Capital LLC20$11.2K0.00%
Venturi Wealth Management, LLC17$9.52K0.00%
Tucker Asset Management LLC17$9.52K0.00%
Baystate Wealth Management LLC13$7.28K0.00%
Optimum Investment Advisors12$6.72K0.00%
Central Bank & Trust Co7$3.92K0.00%
SRS Capital Advisors, Inc.6$3.36K0.00%

Sold out (75)

Institutions that held MSCI Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of MSCI in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
T. Rowe Price Investment Management, Inc.216,607$100.8M
Investment Management Corp of Ontario61,393$28.6M
Renaissance Technologies LLC28,421$13.2M
Point72 Middle East FZE16,334$7.60M
ExodusPoint Capital Management, LP15,365$7.15M
Trexquant Investment LP13,497$6.28M
Connor, Clark & Lunn Investment Management Ltd.12,420$5.78M
Rheos Capital Works Inc.9,800$4.56M
Aquatic Capital Management LLC9,300$4.33M
Quadrature Capital Ltd6,174$2.87M
Y-Intercept (Hong Kong) Ltd5,566$2.59M
Park Avenue Securities LLC4,598$2.14M
Allstate Corp3,901$1.81M
VitalStone Financial, LLC3,877$1.79M
Greenland Capital Management LP3,255$1.51M
Dynamic Technology Lab Private Ltd3,087$1.44M
Fiducient Advisors LLC3,031$1.41M
Teza Capital Management LLC2,681$1.25M
Tredje AP-fonden2,599$1.21M
Vetamer Capital Management, L.P.2,531$1.18M
Parallax Volatility Advisers, L.P.2,354$1.10M
Fullerton Fund Management Co Ltd.1,882$875.5K
Westwood Holdings Group Inc.1,762$820.0K
Echo Street Capital Management LLC1,666$775.0K
Cavalier Investments, LLC1,455$676.8K
Bridgefront Capital, LLC1,271$591.2K
Tudor Investment Corp Et Al1,047$487.0K
Utah Peaks Capital Inc950$441.9K
MQS Management LLC913$424.7K
Inceptionr LLC913$424.7K
Kula Investments, LLC907$421.9K
Hillsdale Investment Management Inc.850$395.4K
Axq Capital, LP789$367.0K
World Equity Group, Inc.772$359.1K
Walleye Trading LLC769$357.7K
WJ Wealth Management, LLC600$279.1K
Boothbay Fund Management, LLC559$260.0K
HRT Financial LP539$250.0K
HBK Sorce Advisory LLC536$249.0K
Gitterman Wealth Management, LLC512$238.3K
PEAK6 Investments LLC510$237.4K
Sound View Wealth Advisors Group, LLC420$237.3K
Gsa Capital Partners LLP474$220.0K
Meritage Group LP453$211.0K
SYSTM Wealth Solutions LLC452$210.3K
My Legacy Advisors, LLC368$208.8K
Wealthspire Advisors, LLC444$206.5K
Sycomore Asset Management273$127.0K
Money Concepts Capital Corp182$84.7K
Seldon Capital LP143$66.5K
General Partner, Inc.138$64.2K
U.S. Capital Wealth Advisors, LLC114$53.2K
Compagnie Lombard Odier SCmA93$43.0K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$28.0K
Accurate Wealth Management, LLC56$27.3K
Elequin Capital LP58$27.0K
MinichMacGregor Wealth Management, LLC48$22.3K
Fortis Capital Advisors, LLC47$21.9K
Sierra Capital LLC46$21.0K
Byrne Asset Management LLC40$18.6K
Concord Wealth Partners33$15.4K
Quarry LP33$15.4K
Headlands Technologies LLC26$12.0K
Hanson & Doremus Investment Management23$11.0K
Johnson Financial Group, Inc.18$8.37K
Crewe Advisors LLC11$5.12K
Jones Financial Companies LLLP10$5.00K
Fiduciary Alliance LLC7$3.26K
My Personal CFO, LLC5$2.33K
Aua Capital Management, LLC3$1.40K
Freedom Wealth Alliance, LLC3$1.40K
Thompson Siegel & Walmsley LLC3$1.00K
Gradient Investments LLC2$930
Addison Advisors LLC2$930
Sageworth Trust Co1$0

Not filed for Q1 2023 yet (17)

Institutions that held MSCI Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Personal Capital Advisors Corp20,269$9.43M
Comerica Bank18,217$9.29M
Cambridge Financial Group, Inc.12,966$6.03M
Gofen & Glossberg LLC5,602$2.61M
Stewart Asset Management, LLC5,180$2.41M
Allstate Investment Management Co3,901$1.81M
Canandaigua National Corp2,830$1.32M
Perpetual Investment Management Ltd2,346$1.09M
Pendal Group Limited2,146$998.3K
Seeyond1,963$913.1K
Hotaling Investment Management, LLC1,915$891.0K
Zeke Capital Advisors, LLC1,912$889.4K
Alpha Paradigm Partners, LLC601$280.0K
Sargent Bickham Lagudis LLC104$48.4K
CoreCap Advisors, LLC23$10.7K
Heritage Wealth Management, LLC10$4.65K
Cornerstone Planning Group LLC3$1.49K