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 |
|---|---|---|---|---|---|
| Covestor Ltd | 86 | $49.0K | 0.04% | −5−5.5% | Reduced |
| Arlington Partners LLC | 88 | $49.3K | 0.01% | +8+10.0% | Added |
| Private Trust Co NA | 90 | $50.4K | 0.01% | +4+4.7% | Added |
| Washington Trust Advisors, Inc. | 91 | $50.9K | 0.01% | +6+7.1% | Added |
| MV Capital Management, Inc. | 97 | $54.3K | 0.01% | +2+2.1% | Added |
| Quantbot Technologies LP | 98 | $54.9K | 0.00% | +98 | New |
| Jackson, Grant Investment Advisers, Inc. | 99 | $55.4K | 0.03% | +5+5.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $55.9K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 100 | $56.0K | 0.04% | +100 | New |
| Rosenberg Matthew Hamilton | 104 | $58.2K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 106 | $59.2K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 106 | $59.3K | 0.04% | −54−33.8% | Reduced |
| Carolinas Wealth Consulting LLC | 106 | $59.5K | 0.01% | +1+1.0% | Added |
| Umb Bank N A | 111 | $62.1K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 14,314 | $62.9K | 1.45% | −1,356−8.7% | Reduced |
| Huntington National Bank | 115 | $64.4K | 0.00% | +14+13.9% | Added |
| Parkside Financial Bank & Trust | 115 | $64.4K | 0.02% | +2+1.8% | Added |
| Grove Bank & Trust | 119 | $66.6K | 0.01% | −16−11.9% | Reduced |
| Riverview Trust Co | 133 | $74.4K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 136 | $76.1K | 0.01% | +3+2.3% | Added |
| JFS Wealth Advisors, LLC | 138 | $77.4K | 0.01% | −1−0.7% | Reduced |
| Hantz Financial Services, Inc. | 141 | $79.0K | 0.00% | −33−19.0% | Reduced |
| Catalyst Capital Advisors LLC | 150 | $84.0K | 0.00% | +150 | New |
| IFP Advisors, Inc | 518 | $84.7K | 0.00% | −303−36.9% | Reduced |
| Acima Private Wealth, LLC | 153 | $85.6K | 0.04% | +153 | New |
| Massmutual Trust Co FSB | 155 | $86.8K | 0.00% | +30+24.0% | Added |
| Clear Street Markets LLC | 158 | $88.0K | 0.02% | +76+92.7% | Added |
| Geo Capital Gestora de Recursos Ltd | 176 | $99.0K | 0.07% | −12−6.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 192 | $107.6K | 0.01% | +192 | New |
| Farther Finance Advisors, LLC | 194 | $108.6K | 0.03% | −15−7.2% | Reduced |
| Alta Advisers Ltd | 200 | $111.9K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 207 | $115.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $115.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 227 | $127.0K | 0.00% | +112+97.4% | Added |
| KB Financial Partners, LLC | 234 | $131.0K | 0.04% | +33+16.4% | Added |
| New Hampshire Trust | 237 | $132.6K | 0.04% | −2−0.8% | Reduced |
| Allworth Financial LP | 238 | $133.3K | 0.00% | +63+36.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $136.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $137.1K | 0.06% | +245 | New |
| CVA Family Office, LLC | 246 | $137.7K | 0.03% | +4+1.7% | Added |
| Godsey & Gibb Associates | 250 | $139.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 272 | $152.3K | 0.01% | −3−1.1% | Reduced |
| JCIC Asset Management Inc. | 280 | $156.7K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 285 | $159.6K | 0.01% | −4−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 286 | $160.1K | 0.00% | +32+12.6% | Added |
| Global Retirement Partners, LLC | 361 | $168.1K | 0.01% | +5+1.4% | Added |
| Magellan Asset Management Ltd | 324 | $181.3K | 0.00% | −30−8.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 356 | $199.3K | 0.00% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 360 | $201.5K | 0.05% | +360 | New |
| Anchor Investment Management, LLC | 367 | $205.4K | 0.03% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 367 | $205.4K | 0.06% | +367 | New |
| Savant Capital, LLC | 369 | $206.5K | 0.00% | +369 | New |
| Douglass Winthrop Advisors, LLC | 370 | $207.0K | 0.01% | +370 | New |
| Sunbelt Securities, Inc. | 383 | $210.2K | 0.03% | +383 | New |
| Integrated Advisors Network LLC | 381 | $213.2K | 0.01% | +381 | New |
| Sage Mountain Advisors LLC | 383 | $214.4K | 0.03% | +383 | New |
| LVW Advisors, LLC | 386 | $216.0K | 0.04% | +386 | New |
| TD Waterhouse Canada Inc. | 335 | $217.6K | 0.00% | +21+6.7% | Added |
| Robertson Stephens Wealth Management, LLC | 391 | $218.8K | 0.02% | +391 | New |
| Pinnacle Wealth Planning Services, Inc. | 394 | $220.5K | 0.04% | +394 | New |
| Stephens Inc | 395 | $221.1K | 0.00% | −40−9.2% | Reduced |
| Veracity Capital LLC | 396 | $221.4K | 0.10% | +396 | New |
| PDS Planning, Inc | 397 | $222.2K | 0.03% | +397 | New |
| Mayflower Financial Advisors, LLC | 399 | $223.3K | 0.03% | +399 | New |
| Blue Edge Capital, LLC | 400 | $223.9K | 0.05% | +400 | New |
| EverSource Wealth Advisors, LLC | 406 | $227.6K | 0.03% | −3−0.7% | Reduced |
| Principal Street Partners, LLC | 410 | $229.5K | 0.06% | +410 | New |
| Kathmere Capital Management, LLC | 416 | $232.8K | 0.04% | −24−5.5% | Reduced |
| Caxton Associates LP | 416 | $232.8K | 0.04% | +416 | New |
| Smithfield Trust Co | 417 | $234.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 420 | $235.1K | 0.00% | +420 | New |
| Natixis Investment Managers International | 422 | $236.2K | 0.02% | −204−32.6% | Reduced |
| Rehmann Capital Advisory Group | 423 | $236.8K | 0.02% | +423 | New |
| Waldron Private Wealth LLC | 427 | $239.0K | 0.01% | +427 | New |
| Old National Bancorp | 431 | $241.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 439 | $246.0K | 0.04% | +2+0.5% | Added |
| Schechter Investment Advisors, LLC | 440 | $246.3K | 0.02% | +440 | New |
| NewEdge Wealth, LLC | 445 | $249.0K | 0.01% | +445 | New |
| Gallacher Capital Management LLC | 456 | $255.0K | 0.15% | +456 | New |
| Fiduciary Trust Co | 459 | $256.9K | 0.00% | −25−5.2% | Reduced |
| Leonteq Securities AG | 466 | $260.8K | 0.02% | −1,354−74.4% | Reduced |
| Thoroughbred Financial Services, LLC | 468 | $262.0K | 0.04% | 00.0% | Unchanged |
| American Trust | 469 | $262.5K | 0.02% | −26−5.3% | Reduced |
| WealthBridge Capital Management, LLC | 473 | $264.7K | 0.11% | +2+0.4% | Added |
| Personal Cfo Solutions, LLC | 473 | $264.8K | 0.05% | +24+5.3% | Added |
| Independent Advisor Alliance | 478 | $267.4K | 0.01% | +478 | New |
| Renasant Bank | 480 | $268.6K | 0.21% | +480 | New |
| Geller Advisors LLC | 482 | $269.8K | 0.04% | +482 | New |
| Crestmont Private Wealth LLC | 482 | $269.8K | 0.18% | +482 | New |
| Prescott Group Capital Management, L.L.C. | 491 | $275.0K | 0.06% | 00.0% | Unchanged |
| HighVista Strategies LLC | 500 | $279.8K | 0.23% | +500 | New |
| Wayfinding Financial, LLC | 501 | $280.0K | 0.21% | +501 | New |
| Shelton Capital Management | 510 | $285.4K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 511 | $285.8K | 0.04% | −281−35.5% | Reduced |
| Equitable Holdings, Inc. | 511 | $286.0K | 0.00% | +12+2.4% | Added |
| Forum Financial Management, LP | 512 | $286.6K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 517 | $289.0K | 0.31% | −11−2.1% | Reduced |
| Comerica Securities,inc. | 517 | $289.4K | 0.02% | +73+16.4% | Added |
| Fishman Jay A Ltd | 520 | $291.0K | 0.04% | −25−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 526 | $294.4K | 0.01% | −3−0.6% | Reduced |