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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 2,339 | $1.31M | 0.02% | +130+5.9% | Added |
| Kestra Advisory Services, LLC | 2,360 | $1.32M | 0.01% | −2,838−54.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,368 | $1.32M | 0.04% | +2,368 | New |
| Advisor OS, LLC | 2,375 | $1.33M | 0.32% | +66+2.9% | Added |
| Captrust Financial Advisors | 2,382 | $1.33M | 0.01% | −12−0.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.36M | 0.69% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,471 | $1.38M | 0.09% | +806+48.4% | Added |
| Munro Partners | 2,474 | $1.38M | 0.07% | −2,610−51.3% | Reduced |
| Oppenheimer Asset Management Inc. | 2,493 | $1.40M | 0.02% | −170−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,514 | $1.41M | 0.04% | +8+0.3% | Added |
| City Holding Co | 2,532 | $1.42M | 0.25% | +94+3.9% | Added |
| Davenport & Co LLC | 2,590 | $1.45M | 0.01% | −3−0.1% | Reduced |
| Mawer Investment Management Ltd. | 2,620 | $1.47M | 0.01% | +394+17.7% | Added |
| Guggenheim Capital LLC | 2,711 | $1.52M | 0.01% | +452+20.0% | Added |
| Abn Amro Investment Solutions | 2,711 | $1.52M | 0.03% | +2,711 | New |
| Canandaigua National Bank & Trust Co | 2,779 | $1.55M | 0.26% | +2,779 | New |
| Bishop Rock Capital, L.P. | 2,790 | $1.56M | 2.42% | −1,945−41.1% | Reduced |
| Atria Wealth Solutions, Inc. | 2,791 | $1.56M | 0.02% | +2,128+321.0% | Added |
| Bridgeway Capital Management, LLC | 2,823 | $1.58M | 0.04% | +2,823 | New |
| Edgestream Partners, L.P. | 2,836 | $1.59M | 0.18% | −7,548−72.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,845 | $1.59M | 0.13% | −40−1.4% | Reduced |
| CM Wealth Advisors LLC | 3,564 | $1.63M | 0.32% | +3,564 | New |
| Greenleaf Trust | 2,918 | $1.63M | 0.02% | +55+1.9% | Added |
| Everence Capital Management Inc | 2,937 | $1.64M | 0.13% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,945 | $1.65M | 1.31% | +155+5.6% | Added |
| Mogy Joel R Investment Counsel Inc | 2,967 | $1.66M | 0.15% | +2,967 | New |
| First Manhattan Co | 3,026 | $1.69M | 0.01% | +5+0.2% | Added |
| Cetera Advisor Networks LLC | 3,258 | $1.82M | 0.01% | −59−1.8% | Reduced |
| Janney Montgomery Scott LLC | 3,295 | $1.84M | 0.01% | −2,697−45.0% | Reduced |
| Tsai Capital Corp | 3,323 | $1.86M | 1.96% | +183+5.8% | Added |
| Bleakley Financial Group, LLC | 3,334 | $1.87M | 0.06% | +223+7.2% | Added |
| Sawtooth Solutions, LLC | 3,336 | $1.87M | 0.05% | +2,339+234.6% | Added |
| Sumitomo Life Insurance Co | 3,400 | $1.90M | 0.16% | −161−4.5% | Reduced |
| Change Path, LLC | 3,524 | $1.97M | 0.10% | −287−7.5% | Reduced |
| Northwest & Ethical Investments L.P. | 3,565 | $2.00M | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,577 | $2.00M | 0.10% | −942−20.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,624 | $2.03M | 0.03% | +281+8.4% | Added |
| Sustainable Insight Capital Management, LLC | 3,651 | $2.04M | 2.05% | +382+11.7% | Added |
| Assetmark, Inc | 3,679 | $2.06M | 0.01% | +241+7.0% | Added |
| Ergoteles LLC | 3,682 | $2.06M | 0.08% | +530+16.8% | Added |
| New Mexico Educational Retirement Board | 3,700 | $2.07M | 0.10% | −100−2.6% | Reduced |
| E. Ohman J:or Asset Management AB | 3,712 | $2.08M | 0.08% | +300+8.8% | Added |
| Perpetual Ltd | 3,719 | $2.08M | 0.02% | +3,719 | New |
| Strategic Global Advisors, LLC | 3,761 | $2.10M | 0.34% | +3,761 | New |
| XTX Topco Ltd | 3,764 | $2.11M | 0.44% | +2,140+131.8% | Added |
| Banco Santander, S.A. | 3,770 | $2.11M | 0.03% | −4,166−52.5% | Reduced |
| Panagora Asset Management Inc | 3,777 | $2.11M | 0.01% | −360−8.7% | Reduced |
| Alamar Capital Management, LLC | 3,794 | $2.12M | 1.77% | +10+0.3% | Added |
| Citadel Advisors LLC | 3,826 | $2.14M | 0.00% | −170,818−97.8% | Reduced |
| First Hawaiian Bank | 3,947 | $2.21M | 0.07% | +88+2.3% | Added |
| Duality Advisers, LP | 4,036 | $2.26M | 0.26% | +2,164+115.6% | Added |
| Edmond de Rothschild Holding S.A. | 4,055 | $2.27M | 0.05% | −957−19.1% | Reduced |
| Achmea Investment Management B.V. | 4,137 | $2.31M | 0.07% | +23+0.6% | Added |
| Boston Financial Mangement LLC | 4,137 | $2.32M | 0.09% | −69−1.6% | Reduced |
| Winton Group Ltd | 4,160 | $2.33M | 0.14% | +2,584+164.0% | Added |
| Proequities, Inc. | 4,184 | $2.34M | 0.18% | −352−7.8% | Reduced |
| Bokf, NA | 4,262 | $2.39M | 0.05% | −712−14.3% | Reduced |
| Cumberland Partners Ltd | 4,341 | $2.43M | 0.24% | +4,341 | New |
| Freedom Day Solutions, LLC | 4,343 | $2.43M | 1.15% | −209−4.6% | Reduced |
| GWM Advisors LLC | 4,343 | $2.43M | 0.03% | +2,659+157.9% | Added |
| Dakota Wealth Management | 4,369 | $2.45M | 0.16% | −182−4.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,438 | $2.48M | 0.02% | −503−10.2% | Reduced |
| Ritholtz Wealth Management | 4,451 | $2.49M | 0.12% | +4,451 | New |
| Ghe, LLC | 4,572 | $2.56M | 2.02% | +116+2.6% | Added |
| Colony Group LLC | 4,608 | $2.58M | 0.04% | +27+0.6% | Added |
| Triasima Portfolio Management inc. | 4,661 | $2.61M | 0.22% | +915+24.4% | Added |
| PFG Advisors | 4,704 | $2.63M | 0.22% | −286−5.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 4,715 | $2.64M | 0.63% | −749−13.7% | Reduced |
| Cetera Investment Advisers | 4,774 | $2.67M | 0.02% | +42+0.9% | Added |
| Grandeur Peak Global Advisors, LLC | 4,982 | $2.79M | 0.17% | −100−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 5,076 | $2.84M | 0.03% | +60+1.2% | Added |
| Cubist Systematic Strategies, LLC | 5,117 | $2.86M | 0.03% | −61,698−92.3% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $2.91M | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,276 | $2.95M | 0.06% | +4,864+1,180.6% | Added |
| Flputnam Investment Management Co | 5,275 | $2.95M | 0.10% | +19+0.4% | Added |
| SG Americas Securities, LLC | 5,338 | $2.99M | 0.04% | +1,420+36.2% | Added |
| Ieq Capital, LLC | 5,351 | $2.99M | 0.07% | −322−5.7% | Reduced |
| Balyasny Asset Management LLC | 5,356 | $3.00M | 0.01% | +4,453+493.1% | Added |
| Cinctive Capital Management LP | 5,396 | $3.02M | 0.11% | −3,100−36.5% | Reduced |
| Aurora Investment Managers, LLC. | 5,405 | $3.02M | 2.63% | −80−1.5% | Reduced |
| Advisor Partners II, LLC | 5,478 | $3.07M | 0.17% | +50+0.9% | Added |
| Point72 Europe (London) LLP | 5,500 | $3.08M | 0.92% | +5,500 | New |
| Spouting Rock Asset Management, LLC | 5,520 | $3.09M | 1.09% | +5,520 | New |
| Vestor Capital, LLC | 5,530 | $3.10M | 0.36% | +61+1.1% | Added |
| PDT Partners, LLC | 5,606 | $3.14M | 0.43% | +3,480+163.7% | Added |
| Redwood Investments, LLC | 5,647 | $3.16M | 0.40% | +123+2.2% | Added |
| Kingfisher Capital LLC | 5,699 | $3.19M | 0.84% | +9+0.2% | Added |
| Ethic Inc. | 5,763 | $3.23M | 0.13% | +639+12.5% | Added |
| Clear Harbor Asset Management, LLC | 5,963 | $3.34M | 0.35% | +5,963 | New |
| Maryland State Retirement & Pension System | 6,112 | $3.42M | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,167 | $3.45M | 0.01% | −538−8.0% | Reduced |
| Oregon Public Employees Retirement Fund | 6,191 | $3.47M | 0.04% | +23+0.4% | Added |
| Cordatus Wealth Management LLC | 6,265 | $3.51M | 4.47% | +6,265 | New |
| Level Four Advisory Services, LLC | 6,309 | $3.53M | 0.23% | −98−1.5% | Reduced |
| Kentucky Retirement Systems | 6,322 | $3.54M | 0.13% | −7−0.1% | Reduced |
| Creative Planning | 6,377 | $3.57M | 0.01% | +1,073+20.2% | Added |
| Man Group plc | – | $3.58M | 0.01% | – | – |
| Security Asset Management | 6,418 | $3.59M | 2.10% | −1,419−18.1% | Reduced |
| Wealthfront Advisers LLC | 6,487 | $3.63M | 0.02% | +764+13.3% | Added |
| CIBC World Markets Inc. | 6,487 | $3.63M | 0.01% | +4,337+201.7% | Added |