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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 530 | $296.6K | 0.01% | −29−5.2% | Reduced |
| Valeo Financial Advisors, LLC | 543 | $303.9K | 0.01% | +95+21.2% | Added |
| Donoghue Forlines LLC | 543 | $303.9K | 0.11% | +543 | New |
| Flagship Harbor Advisors, LLC | 553 | $309.4K | 0.03% | −39−6.6% | Reduced |
| Blueshift Asset Management, LLC | 554 | $310.1K | 0.13% | +554 | New |
| Conning Inc. | 555 | $310.6K | 0.01% | −6−1.1% | Reduced |
| Balentine LLC | 560 | $313.4K | 0.01% | +5+0.9% | Added |
| Gotham Asset Management, LLC | 564 | $315.7K | 0.01% | −4,637−89.2% | Reduced |
| Ancora Advisors, LLC | 564 | $315.7K | 0.01% | −1−0.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 564 | $316.0K | 0.01% | −229−28.9% | Reduced |
| Fenimore Asset Management Inc | 572 | $320.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 574 | $321.0K | 0.07% | +98+20.6% | Added |
| Apeiron RIA LLC | 581 | $324.8K | 0.11% | +581 | New |
| Whittier Trust Co | 584 | $326.9K | 0.01% | +324+124.6% | Added |
| Fukoku Mutual Life Insurance Co | 587 | $328.5K | 0.03% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 591 | $331.0K | 0.24% | +591 | New |
| Ascent Wealth Partners, LLC | 596 | $333.6K | 0.07% | −6−1.0% | Reduced |
| Graypoint LLC | 596 | $333.6K | 0.04% | +22+3.8% | Added |
| Centiva Capital, LP | 598 | $334.7K | 0.02% | +598 | New |
| VGI Partners Ltd | 600 | $335.8K | 0.07% | +600 | New |
| Baker Tilly Wealth Management, LLC | 611 | $342.0K | 0.04% | −11−1.8% | Reduced |
| Forge First Asset Management Inc. | 620 | $346.6K | 0.16% | −15,500−96.2% | Reduced |
| D. E. Shaw & Co., Inc. | 620 | $347.0K | 0.00% | −1,048−62.8% | Reduced |
| Wealth Alliance | 621 | $347.5K | 0.06% | +9+1.5% | Added |
| Kinneret Advisory, LLC | 645 | $361.0K | 0.05% | −35−5.1% | Reduced |
| Cetera Advisors LLC | 659 | $368.9K | 0.01% | −8−1.2% | Reduced |
| Acrisure Capital Management, LLC | 663 | $371.1K | 0.38% | −1,514−69.5% | Reduced |
| Parallel Advisors, LLC | 664 | $372.1K | 0.01% | +24+3.8% | Added |
| Brown Brothers Harriman & Co | 670 | $375.0K | 0.00% | +102+18.0% | Added |
| Siemens Fonds Invest GmbH | 672 | $376.1K | 0.04% | −7−1.0% | Reduced |
| Private Advisor Group, LLC | 673 | $376.7K | 0.00% | +15+2.3% | Added |
| Machina Capital S.A.S. | 674 | $377.2K | 0.33% | +674 | New |
| Boston Private Wealth LLC | 685 | $383.1K | 0.01% | −34−4.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $384.1K | 0.22% | −300−30.0% | Reduced |
| TownSquare Capital, LLC | 689 | $385.6K | 0.01% | −8−1.1% | Reduced |
| Desjardins Global Asset Management Inc. | 691 | $386.0K | 0.05% | +453+190.3% | Added |
| Telemus Capital, LLC | 696 | $389.5K | 0.03% | +21+3.1% | Added |
| CNB Bank | 704 | $394.0K | 0.24% | −2−0.3% | Reduced |
| Perigon Wealth Management, LLC | 706 | $395.1K | 0.02% | −18−2.5% | Reduced |
| Horizon Investments, LLC | 715 | $399.0K | 0.01% | +715 | New |
| HB Wealth Management, LLC | 720 | $403.0K | 0.01% | −23−3.1% | Reduced |
| Empowered Funds, LLC | 723 | $404.7K | 0.02% | +84+13.1% | Added |
| Schonfeld Strategic Advisors LLC | 726 | $406.3K | 0.00% | −1,712−70.2% | Reduced |
| Park Place Capital Corp | 726 | $406.3K | 0.11% | +165+29.4% | Added |
| Bryn Mawr Trust Co | 728 | $407.0K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 871 | $412.6K | 0.18% | +871 | New |
| SFMG, LLC | 752 | $420.9K | 0.05% | +22+3.0% | Added |
| Cresset Asset Management, LLC | 755 | $422.6K | 0.01% | +755 | New |
| Great Lakes Retirement, Inc. | 766 | $428.7K | 0.08% | +766 | New |
| Quadrant Capital Group LLC | 768 | $429.8K | 0.04% | +84+12.3% | Added |
| Transform Wealth, LLC | 768 | $430.0K | 0.04% | −55−6.7% | Reduced |
| National Asset Management, Inc. | 770 | $430.7K | 0.01% | −8−1.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 770 | $431.0K | 0.13% | +37+5.0% | Added |
| Scotia Capital Inc. | 771 | $431.5K | 0.00% | +157+25.6% | Added |
| J2 Capital Management Inc | 774 | $433.2K | 0.67% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 775 | $434.0K | 0.02% | −30−3.7% | Reduced |
| Capula Management Ltd | 776 | $434.3K | 0.04% | +776 | New |
| Sequoia Financial Advisors, LLC | 776 | $434.3K | 0.01% | +23+3.1% | Added |
| Elk River Wealth Management, LLC | 780 | $436.6K | 0.10% | 00.0% | Unchanged |
| Boit C F David | 810 | $441.8K | 0.30% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 790 | $442.2K | 0.04% | −4−0.5% | Reduced |
| Gilbert & Cook, Inc. | 791 | $442.7K | 0.08% | −294−27.1% | Reduced |
| Moody National Bank Trust Division | 795 | $445.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 798 | $446.6K | 0.05% | +798 | New |
| CAPROCK Group, Inc. | 801 | $448.3K | 0.03% | −175−17.9% | Reduced |
| Foundry Partners, LLC | 806 | $451.1K | 0.03% | −13−1.6% | Reduced |
| Raymond James Trust N.A. | 808 | $452.0K | 0.01% | −31−3.7% | Reduced |
| JSF Financial, LLC | 819 | $458.4K | 0.17% | +36+4.6% | Added |
| Pearl River Capital, LLC | 820 | $458.9K | 0.07% | −763−48.2% | Reduced |
| RFG Advisory, LLC | 834 | $466.8K | 0.02% | −1−0.1% | Reduced |
| Davy Global Fund Management Ltd | 847 | $474.1K | 0.09% | −164−16.2% | Reduced |
| BMS Financial Advisors, LLC | 847 | $474.1K | 0.33% | +5+0.6% | Added |
| Symmetry Partners, LLC | 848 | $475.0K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 850 | $475.7K | 0.06% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 855 | $480.2K | 0.01% | +855 | New |
| Checchi Capital Advisers, LLC | 867 | $485.3K | 0.05% | −12−1.4% | Reduced |
| NorthRock Partners, LLC | 871 | $487.5K | 0.05% | +107+14.0% | Added |
| Quantamental Technologies LLC | 875 | $489.7K | 0.26% | +373+74.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 876 | $490.3K | 0.04% | +876 | New |
| Pitcairn Co | 877 | $490.8K | 0.05% | −3−0.3% | Reduced |
| Segall Bryant & Hamill, LLC | 879 | $491.0K | 0.01% | −113−11.4% | Reduced |
| Resources Investment Advisors, LLC. | 881 | $493.3K | 0.01% | +210+31.3% | Added |
| Virtue Capital Management, LLC | 1,083 | $496.3K | 0.08% | −86−7.4% | Reduced |
| Camden Capital, LLC | 890 | $498.2K | 0.07% | −12−1.3% | Reduced |
| DoubleLine ETF Adviser LP | 906 | $507.1K | 0.22% | −219−19.5% | Reduced |
| Quantinno Capital Management LP | 909 | $509.0K | 0.03% | +909 | New |
| LMR Partners LLP | 915 | $512.1K | 0.01% | +259+39.5% | Added |
| Trust Asset Management LLC | 919 | $514.4K | 0.06% | +2+0.2% | Added |
| Lido Advisors, LLC | 926 | $518.5K | 0.01% | +51+5.8% | Added |
| WR Wealth Planners, LLC | 933 | $522.2K | 0.23% | +30+3.3% | Added |
| Wedmont Private Capital | 993 | $524.7K | 0.07% | +58+6.2% | Added |
| Cipher Capital LP | 955 | $534.5K | 0.10% | +52+5.8% | Added |
| Cigna Investments Inc | 958 | $536.0K | 0.11% | −28−2.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 970 | $542.9K | 0.11% | +90+10.2% | Added |
| Profund Advisors LLC | 974 | $545.1K | 0.03% | +61+6.7% | Added |
| MAI Capital Management | 990 | $554.1K | 0.01% | +113+12.9% | Added |
| Ameritas Investment Partners, Inc. | 991 | $554.7K | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,000 | $559.7K | 0.10% | −3,750−78.9% | Reduced |
| Harbor Advisors LLC | 1,000 | $559.7K | 0.13% | 00.0% | Unchanged |
| Veriti Management LLC | 1,019 | $570.4K | 0.07% | +147+16.9% | Added |