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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 1,024 | $573.1K | 0.05% | −3−0.3% | Reduced |
| Stanley-Laman Group, Ltd. | 1,069 | $598.3K | 0.11% | −17−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,074 | $600.0K | 0.00% | −318−22.8% | Reduced |
| Evercore Wealth Management, LLC | 1,078 | $603.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,093 | $611.8K | 0.01% | +141+14.8% | Added |
| Keybank National Association | 1,103 | $617.3K | 0.00% | −26−2.3% | Reduced |
| Navellier & Associates Inc | 1,103 | $617.3K | 0.13% | +61+5.9% | Added |
| Verition Fund Management LLC | 1,112 | $622.4K | 0.01% | −2,512−69.3% | Reduced |
| Angeles Wealth Management, LLC | 1,122 | $628.0K | 0.09% | +95+9.3% | Added |
| Clarus Wealth Advisors | 1,192 | $636.3K | 0.40% | +673+129.7% | Added |
| Baker Avenue Asset Management, LP | 1,157 | $647.6K | 0.03% | +1,134+4,930.4% | Added |
| Harbor Capital Advisors, Inc. | 1,160 | $649.2K | 0.19% | +997+611.7% | Added |
| Sigma Planning Corp | 1,161 | $650.0K | 0.02% | +29+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,177 | $658.8K | 0.03% | +384+48.4% | Added |
| BSW Wealth Partners | 1,185 | $663.2K | 0.14% | −21−1.7% | Reduced |
| Signaturefd, LLC | 1,196 | $669.4K | 0.02% | +25+2.1% | Added |
| Snowden Capital Advisors LLC | 1,196 | $669.4K | 0.03% | +43+3.7% | Added |
| Stelac Advisory Services LLC | 1,226 | $686.2K | 0.30% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,267 | $709.1K | 0.15% | +442+53.6% | Added |
| Pinnacle Associates Ltd | 1,268 | $709.7K | 0.01% | +62+5.1% | Added |
| InterOcean Capital Group, LLC | 1,269 | $710.2K | 0.02% | +7+0.6% | Added |
| Bradley Foster & Sargent Inc | 1,286 | $719.8K | 0.02% | 00.0% | Unchanged |
| Ossiam | 1,286 | $719.8K | 0.01% | +253+24.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,290 | $722.0K | 0.00% | −90−6.5% | Reduced |
| Coldstream Capital Management Inc | 1,307 | $731.4K | 0.02% | +25+2.0% | Added |
| Oak Ridge Investments LLC | 1,346 | $753.3K | 0.10% | +94+7.5% | Added |
| Hancock Whitney Corp | 1,364 | $763.0K | 0.03% | −3−0.2% | Reduced |
| Pathstone Family Office, LLC | 920 | $764.2K | 0.01% | −3,006−76.6% | Reduced |
| Institute for Wealth Management, LLC. | 1,368 | $765.7K | 0.15% | −26−1.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,388 | $776.9K | 0.07% | +11+0.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,416 | $792.5K | 0.02% | +743+110.4% | Added |
| Alera Investment Advisors, LLC | 1,434 | $802.6K | 0.18% | +16+1.1% | Added |
| Sentry Investment Management LLC | 1,440 | $806.0K | 0.33% | +903+168.2% | Added |
| ETF Managers Group, LLC | 1,442 | $807.1K | 0.03% | +21+1.5% | Added |
| Algert Global LLC | 1,450 | $811.5K | 0.04% | −380−20.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,458 | $816.0K | 0.00% | −414−22.1% | Reduced |
| Natixis | 1,464 | $819.4K | 0.01% | −14,579−90.9% | Reduced |
| Blair William & Co | 1,470 | $822.8K | 0.00% | −240−14.0% | Reduced |
| Cypress Asset Management Inc | 1,478 | $827.2K | 0.29% | −15−1.0% | Reduced |
| CWM, LLC | 1,489 | $833.0K | 0.01% | −3−0.2% | Reduced |
| Ellevest, Inc. | 1,495 | $836.7K | 0.07% | +34+2.3% | Added |
| Graham Capital Management, L.P. | 1,499 | $839.0K | 0.03% | +580+63.1% | Added |
| Jefferies Financial Group Inc. | 1,503 | $841.2K | 0.02% | −3,698−71.1% | Reduced |
| Retireful, LLC | 1,521 | $851.3K | 0.27% | +1,521 | New |
| EP Wealth Advisors, LLC | 9,710 | $852.5K | 0.02% | +9,127+1,565.5% | Added |
| Illinois Municipal Retirement Fund | 1,543 | $864.0K | 0.02% | 00.0% | Unchanged |
| Pier Capital, LLC | 1,546 | $865.3K | 0.13% | −269−14.8% | Reduced |
| Wealth Management Associates, Inc. | 1,548 | $866.4K | 0.54% | −54−3.4% | Reduced |
| Lincoln National Corp | 1,548 | $866.5K | 0.02% | +324+26.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,564 | $875.4K | 0.21% | −17−1.1% | Reduced |
| Glenmede Trust Co NA | 1,584 | $886.5K | 0.01% | −5−0.3% | Reduced |
| Weiss Asset Management LP | 1,600 | $895.5K | 0.07% | +1,600 | New |
| Merit Financial Group, LLC | 1,604 | $897.7K | 0.03% | +2+0.1% | Added |
| Ballentine Partners, LLC | 1,606 | $898.9K | 0.02% | +19+1.2% | Added |
| Heartland Bank & Trust Co | 1,622 | $907.8K | 0.69% | +1,622 | New |
| Aspen Grove Capital, LLC | 1,626 | $910.1K | 0.40% | −210−11.4% | Reduced |
| Capital International Ltd | 1,627 | $910.6K | 0.05% | +1,627 | New |
| RB Capital Management, LLC | 1,671 | $935.3K | 0.31% | +83+5.2% | Added |
| Signet Financial Management, LLC | 1,689 | $945.3K | 0.16% | +1,689 | New |
| Alberta Investment Management Corp | 1,700 | $951.5K | 0.01% | +1,700 | New |
| Balboa Wealth Partners | 1,701 | $952.3K | 0.36% | −2,251−57.0% | Reduced |
| Wetherby Asset Management Inc | 1,711 | $957.6K | 0.06% | −18−1.0% | Reduced |
| Diversified Trust Co | 1,731 | $968.8K | 0.04% | +407+30.7% | Added |
| Chartwell Investment Partners, LLC | 1,761 | $985.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,778 | $995.2K | 0.06% | −156−8.1% | Reduced |
| Van Leeuwen & Company, LLC | 1,782 | $997.4K | 0.67% | +1,782 | New |
| Buckley Wealth Management, LLC | 1,795 | $1.00M | 0.37% | −90−4.8% | Reduced |
| Ci Investments Inc. | 1,816 | $1.02M | 0.01% | −1,283−41.4% | Reduced |
| Segment Wealth Management, LLC | 1,834 | $1.03M | 0.12% | −40−2.1% | Reduced |
| Meeder Advisory Services, Inc. | 1,839 | $1.03M | 0.12% | +89+5.1% | Added |
| Arbor Capital Management Inc | 1,952 | $1.03M | 0.84% | −100−4.9% | Reduced |
| SRN Advisors, LLC | 1,881 | $1.03M | 0.95% | +373+24.7% | Added |
| Sompo Asset Management Co., Ltd. | 1,850 | $1.04M | 0.22% | +160+9.5% | Added |
| TrimTabs Asset Management, LLC | 1,878 | $1.05M | 0.56% | +240+14.7% | Added |
| Ostrum Asset Management | 1,883 | $1.05M | 0.09% | +1,883 | New |
| Clearbridge Investments, LLC | 1,891 | $1.06M | 0.00% | +1,891 | New |
| Liberty Wealth Management LLC | 1,898 | $1.06M | 0.22% | +1,898 | New |
| Vestcor Inc | 1,903 | $1.06M | 0.04% | −8−0.4% | Reduced |
| Advisory Services Network, LLC | 1,906 | $1.07M | 0.03% | +229+13.7% | Added |
| Toroso Investments, LLC | 1,936 | $1.08M | 0.04% | +121+6.7% | Added |
| Fortis Capital Management LLC | 1,955 | $1.09M | 0.44% | +205+11.7% | Added |
| Value Partners Investments Inc. | 1,965 | $1.10M | 0.09% | −2−0.1% | Reduced |
| Two Sigma Securities, LLC | 1,981 | $1.11M | 0.09% | +968+95.6% | Added |
| Birinyi Associates Inc | 2,001 | $1.12M | 0.46% | −250−11.1% | Reduced |
| Exencial Wealth Advisors, LLC | 2,013 | $1.13M | 0.06% | +10.0% | Added |
| Veritable, L.P. | 2,042 | $1.14M | 0.02% | +287+16.4% | Added |
| Qsemble Capital Management, LP | 2,050 | $1.15M | 0.77% | +2,050 | New |
| Brookstone Capital Management | 2,140 | $1.15M | 0.02% | +2,140 | New |
| Bayesian Capital Management, LP | 2,138 | $1.20M | 0.15% | −600−21.9% | Reduced |
| AXS Investments LLC | 2,167 | $1.21M | 0.40% | −69−3.1% | Reduced |
| Intech Investment Management LLC | 2,172 | $1.22M | 0.01% | −122−5.3% | Reduced |
| Paragon Advisors, LLC | 2,180 | $1.22M | 0.41% | −400−15.5% | Reduced |
| Dana Investment Advisors, Inc. | 2,190 | $1.23M | 0.06% | +2+0.1% | Added |
| Engineers Gate Manager LP | 2,207 | $1.24M | 0.05% | −531−19.4% | Reduced |
| Bennett Selby Investments LP | 2,227 | $1.25M | 0.82% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 2,233 | $1.25M | 0.04% | +832+59.4% | Added |
| Empirical Finance, LLC | 2,232 | $1.25M | 0.12% | +89+4.2% | Added |
| ProVise Management Group, LLC | 2,264 | $1.27M | 0.12% | −485−17.6% | Reduced |
| Brookfield Asset Management Inc. | 2,285 | $1.28M | 0.01% | +2,285 | New |
| Mercer Global Advisors Inc | 2,286 | $1.28M | 0.01% | −198−8.0% | Reduced |