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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.

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.

Institutional holdersQ1 2023: 821 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2023: $40.7B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2022.

Institutions holding MSCI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.1$5600.00%00.0%Unchanged
Colonial Trust Advisors1$5600.00%00.0%Unchanged
Wolff Wiese Magana LLC1$5600.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$5600.00%00.0%Unchanged
Sageworth Trust Co of South Dakota1$5600.00%00.0%Unchanged
Capstone Investment Advisors, LLC1$5600.00%+1New
McIlrath & Eck, LLC1$5600.00%+1New
TFC Financial Management1$5600.00%+1New
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Avion Wealth3$1.00K0.00%+3New
Global Financial Private Client, LLC2$1.11K0.00%00.0%Unchanged
Bangor Savings Bank2$1.12K0.00%00.0%Unchanged
Archer Investment Corp2$1.12K0.00%00.0%Unchanged
Bellevue Asset Management, LLC2$1.12K0.00%+2New
ICA Group Wealth Management, LLC2$1.12K0.00%+2New
HighMark Wealth Management LLC3$1.68K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.68K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.68K0.00%00.0%Unchanged
MCF Advisors LLC3$1.68K0.00%00.0%Unchanged
DecisionPoint Financial, LLC3$1.68K0.00%00.0%Unchanged
Old North State Trust, LLC3$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC3$2.00K0.00%+3New
BerganKDV Wealth Management, LLC4$2.24K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC5$2.80K0.00%−1−16.7%Reduced
Estabrook Capital Management5$2.80K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.80K0.00%00.0%Unchanged
Key Financial Inc5$2.80K0.00%00.0%Unchanged
WealthPLAN Partners, LLC5$2.80K0.00%+5New
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC5$3.00K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC6$3.02K0.00%+6New
RFP Financial Group LLC6$3.36K0.00%00.0%Unchanged
Disciplined Investments, LLC6$3.36K0.00%+2+50.0%Added
Trifecta Capital Advisors, LLC6$3.36K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.6$3.36K0.00%+6New
Central Bank & Trust Co7$3.92K0.00%+7New
Raffa Wealth Management, LLC7$3.92K0.00%00.0%Unchanged
Red Tortoise LLC7$3.92K0.00%00.0%Unchanged
Davidson Capital Management Inc.7$3.92K0.00%+1+16.7%Added
SJS Investment Consulting Inc.7$3.92K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$3.93K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc7$4.00K0.00%00.0%Unchanged
Albion Financial Group9$5.04K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC9$5.04K0.00%+2+28.6%Added
Prestige Wealth Management Group LLC9$5.04K0.00%+5+125.0%Added
Eagle Bay Advisors LLC10$5.60K0.00%−9−47.4%Reduced
Sofos Investments, Inc.560$5.73K0.25%+95+20.4%Added
Heritage Wealth Advisors11$6.16K0.00%−34−75.6%Reduced
Delta Asset Management LLC11$6.16K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC11$6.16K0.00%00.0%Unchanged
Eukles Asset Management11$6.16K0.00%00.0%Unchanged
Schubert & Co11$6.16K0.01%+1+10.0%Added
Lee Financial Co11$6.16K0.00%+5+83.3%Added
Abound Wealth Management11$6.16K0.00%+4+57.1%Added
Sutton Wealth Advisors Inc.12$6.72K0.00%−3−20.0%Reduced
Optimum Investment Advisors12$6.72K0.00%+12New
Baystate Wealth Management LLC13$7.28K0.00%+13New
FinTrust Capital Advisors, LLC16$7.44K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC14$7.84K0.00%−5−26.3%Reduced
American National Bank14$7.84K0.00%+9+180.0%Added
Stuart Chaussee & Associates, Inc.15$8.39K0.00%00.0%Unchanged
Venturi Wealth Management, LLC17$9.52K0.00%+17New
Tucker Asset Management LLC17$9.52K0.00%+17New
Versant Capital Management, Inc20$11.2K0.00%−2−9.1%Reduced
Bellwether Advisors, LLC20$11.2K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP20$11.2K0.01%00.0%Unchanged
NewSquare Capital LLC20$11.2K0.00%+20New
Larson Financial Group LLC22$12.3K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.23$12.9K0.01%00.0%Unchanged
Core Alternative Capital23$12.9K0.00%+5+27.8%Added
Asset Dedication, LLC24$14.0K0.00%+17+242.9%Added
Trust Co of Vermont27$15.1K0.00%+5+22.7%Added
Ronald Blue Trust, Inc.34$16.0K0.00%−11−24.4%Reduced
Tradition Wealth Management, LLC28$16.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC30$16.8K0.00%+22+275.0%Added
Financial Management Professionals, Inc.31$17.0K0.00%+1+3.3%Added
GPS Wealth Strategies Group, LLC31$17.1K0.00%+31New
Steward Financial Group LLC37$20.0K0.01%+8+27.6%Added
Earnest Partners LLC37$20.7K0.00%00.0%Unchanged
Accel Wealth Management37$20.7K0.01%00.0%Unchanged
Cambridge Trust Co40$22.4K0.00%−31−43.7%Reduced
Householder Group Estate & Retirement Specialist, LLC41$23.0K0.01%00.0%Unchanged
Washington Trust Co43$24.1K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.43$24.1K0.00%+1+2.4%Added
Princeton Global Asset Management LLC46$25.7K0.01%00.0%Unchanged
Bell Investment Advisors, Inc46$25.7K0.01%00.0%Unchanged
Valley National Advisers Inc50$27.0K0.00%+14+38.9%Added
Osterweis Capital Management Inc52$29.1K0.00%00.0%Unchanged
Manchester Capital Management LLC53$29.7K0.00%+46+657.1%Added
Toth Financial Advisory Corp55$30.8K0.00%+55New
Altshuler Shaham Ltd56$31.3K0.00%−12−17.6%Reduced
HWG Holdings LP57$31.9K0.02%00.0%Unchanged
Farmers & Merchants Investments Inc61$34.1K0.00%00.0%Unchanged
Atlas Capital Advisors LLC62$34.7K0.01%+62New
Kelly Financial Services LLC65$36.2K0.02%−5−7.1%Reduced
Quent Capital, LLC76$42.6K0.01%00.0%Unchanged
Ridgewood Investments LLC82$45.9K0.03%+82New
AdvisorNet Financial, Inc83$46.5K0.00%+3+3.8%Added
Clearstead Advisors, LLC85$47.6K0.00%+58+214.8%Added