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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 6,489 | $3.63M | 0.36% | +1,020+18.7% | Added |
| King Luther Capital Management Corp | 6,665 | $3.73M | 0.02% | +704+11.8% | Added |
| Prospera Financial Services Inc | 6,720 | $3.76M | 0.15% | +6,276+1,413.5% | Added |
| Securian Asset Management, Inc | 6,782 | $3.80M | 0.10% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,845 | $3.83M | 0.01% | −14,403−67.8% | Reduced |
| Hartford Investment Management Co | 6,956 | $3.89M | 0.13% | +1,079+18.4% | Added |
| FIL Ltd | 7,000 | $3.92M | 0.00% | −11,000−61.1% | Reduced |
| Cornerstone Advisors, LLC | 7,000 | $3.92M | 0.18% | +7,000 | New |
| Jump Financial, LLC | 7,045 | $3.94M | 0.16% | −1,627−18.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,048 | $3.94M | 0.01% | −135−1.9% | Reduced |
| PGGM Investments | 7,125 | $3.99M | 0.07% | +104+1.5% | Added |
| British Columbia Investment Management Corp | 7,140 | $4.00M | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,163 | $4.01M | 0.09% | +83+1.2% | Added |
| Alcosta Capital Management, Inc. | 7,196 | $4.03M | 3.86% | −216−2.9% | Reduced |
| Fifth Third Bancorp | 7,226 | $4.04M | 0.02% | +189+2.7% | Added |
| Synovus Financial Corp | 7,426 | $4.16M | 0.05% | −109−1.4% | Reduced |
| Banque Pictet & Cie SA | 7,469 | $4.18M | 0.04% | +1,654+28.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,491 | $4.19M | 0.02% | −14,062−65.2% | Reduced |
| JustInvest LLC | 7,505 | $4.20M | 0.15% | −283−3.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,598 | $4.25M | 0.04% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,792 | $4.36M | 0.48% | +282+3.8% | Added |
| AQR Capital Management LLC | 7,896 | $4.37M | 0.01% | −713−8.3% | Reduced |
| Donaldson Capital Management, LLC | 7,920 | $4.43M | 0.21% | +60+0.8% | Added |
| Capital International Sarl | 7,995 | $4.47M | 0.23% | +7,995 | New |
| US Bancorp | 8,065 | $4.51M | 0.01% | −36−0.4% | Reduced |
| Daiwa Securities Group Inc. | 8,146 | $4.56M | 0.03% | −201−2.4% | Reduced |
| AE Wealth Management LLC | 8,306 | $4.65M | 0.03% | −124−1.5% | Reduced |
| Mariner, LLC | 8,369 | $4.68M | 0.01% | +463+5.9% | Added |
| ING Groep NV | 8,404 | $4.70M | 0.05% | −5,191−38.2% | Reduced |
| TD Private Client Wealth LLC | 8,413 | $4.71M | 0.21% | −214−2.5% | Reduced |
| Worldquant Millennium Advisors LLC | 8,687 | $4.86M | 0.09% | −18,815−68.4% | Reduced |
| Fernwood Investment Management, LLC | 8,798 | $4.92M | 1.89% | +78+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 8,878 | $4.97M | 0.36% | +121+1.4% | Added |
| Eqis Capital Management, Inc. | 8,914 | $4.99M | 0.56% | −1,266−12.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 9,000 | $5.04M | 0.26% | +1,750+24.1% | Added |
| Vident Investment Advisory, LLC | 9,120 | $5.10M | 0.17% | −5,511−37.7% | Reduced |
| Nissay Asset Management Corp | 9,143 | $5.12M | 0.05% | −351−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 9,407 | $5.26M | 0.12% | +4,955+111.3% | Added |
| Czech National Bank | 9,420 | $5.27M | 0.13% | +61+0.7% | Added |
| Fayez Sarofim & Co | 9,600 | $5.37M | 0.02% | +9,600 | New |
| Ensign Peak Advisors, Inc | 9,715 | $5.44M | 0.01% | +1,577+19.4% | Added |
| Alps Advisors Inc | 9,851 | $5.51M | 0.05% | +124+1.3% | Added |
| First Trust Advisors LP | 10,240 | $5.73M | 0.01% | +4,085+66.4% | Added |
| Vinva Investment Management Ltd | 10,460 | $5.74M | 0.48% | +10,460 | New |
| Cerity Partners LLC | 7,942 | $5.84M | 0.03% | −61−0.8% | Reduced |
| CWM Advisors, LLC | 10,459 | $5.85M | 0.74% | +1,192+12.9% | Added |
| CIBC World Markets Corp | 10,503 | $5.88M | 0.10% | −17,825−62.9% | Reduced |
| Gulf International Bank (UK) Ltd | 10,508 | $5.88M | 0.12% | −3,872−26.9% | Reduced |
| Evoke Wealth, LLC | 10,686 | $5.98M | 0.22% | −238−2.2% | Reduced |
| Yousif Capital Management, LLC | 10,796 | $6.04M | 0.08% | −657−5.7% | Reduced |
| K.J. Harrison & Partners Inc | 11,145 | $6.24M | 1.26% | −500−4.3% | Reduced |
| Logan Capital Management Inc | 11,404 | $6.38M | 0.31% | −137−1.2% | Reduced |
| Baldwin Brothers Inc | 11,519 | $6.45M | 0.56% | +50.0% | Added |
| Axxcess Wealth Management, LLC | 11,521 | $6.45M | 0.51% | +39+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,668 | $6.53M | 0.12% | +248+2.2% | Added |
| First Horizon Advisors, Inc. | 11,708 | $6.55M | 0.23% | −111−0.9% | Reduced |
| AMG National Trust Bank | 11,809 | $6.61M | 0.23% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,110 | $6.78M | 0.09% | −100−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 12,192 | $6.82M | 0.01% | +360+3.0% | Added |
| Copeland Capital Management, LLC | 12,290 | $6.88M | 0.16% | −421−3.3% | Reduced |
| New York Life Investment Management LLC | 12,495 | $6.99M | 0.08% | −50.0% | Reduced |
| Mutual of America Capital Management LLC | 12,538 | $7.02M | 0.08% | +19+0.2% | Added |
| Middleton & Co Inc | 13,120 | $7.34M | 1.06% | −150−1.1% | Reduced |
| Empire Life Investments Inc. | 13,142 | $7.36M | 0.52% | −76−0.6% | Reduced |
| Voloridge Investment Management, LLC | 13,212 | $7.39M | 0.04% | −19,830−60.0% | Reduced |
| Squarepoint Ops LLC | 13,369 | $7.48M | 0.05% | −66,533−83.3% | Reduced |
| Mackenzie Financial Corp | 13,391 | $7.49M | 0.01% | +804+6.4% | Added |
| State of Alaska, Department of Revenue | 13,394 | $7.50M | 0.09% | −166−1.2% | Reduced |
| Sarasin & Partners LLP | 13,517 | $7.57M | 0.10% | +1,292+10.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,555 | $7.59M | 0.06% | +39+0.3% | Added |
| Silvant Capital Management LLC | 13,603 | $7.61M | 0.50% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 13,742 | $7.69M | 0.20% | +3,444+33.4% | Added |
| DnB Asset Management AS | 13,761 | $7.70M | 0.05% | +1,100+8.7% | Added |
| Utah Retirement Systems | 13,842 | $7.75M | 0.11% | +35+0.3% | Added |
| Jessup Wealth Management, Inc | 13,851 | $7.75M | 4.59% | +2,464+21.6% | Added |
| Connectus Wealth, LLC | 13,970 | $7.82M | 0.19% | +131+0.9% | Added |
| Westpac Banking Corp | 14,025 | $7.85M | 0.11% | −6,409−31.4% | Reduced |
| Point72 Asset Management, L.P. | 14,076 | $7.88M | 0.03% | +14,076 | New |
| Credit Agricole S A | 14,122 | $7.90M | 0.34% | +340+2.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 14,136 | $7.91M | 0.06% | +75+0.5% | Added |
| IFM Investors Pty Ltd | 14,349 | $8.03M | 0.12% | +299+2.1% | Added |
| MML Investors Services, LLC | 14,416 | $8.07M | 0.06% | −505−3.4% | Reduced |
| Quantum Capital Management, LLC | 14,688 | $8.22M | 1.06% | −18,906−56.3% | Reduced |
| Forsta Ap-Fonden | 14,700 | $8.23M | 0.10% | −3,400−18.8% | Reduced |
| Candriam Luxembourg S.C.A. | 16,062 | $8.27M | 0.06% | −16,610−50.8% | Reduced |
| Shell Asset Management Co | 14,800 | $8.28M | 0.34% | +7,192+94.5% | Added |
| O'Shaughnessy Asset Management, LLC | 14,864 | $8.32M | 0.13% | +7,050+90.2% | Added |
| Azimuth Capital Investment Management LLC | 14,899 | $8.34M | 0.41% | +543+3.8% | Added |
| First Republic Investment Management, Inc. | 14,958 | $8.37M | 0.02% | −299−2.0% | Reduced |
| EULAV Asset Management | 15,000 | $8.40M | 0.33% | +2,000+15.4% | Added |
| Andra AP-fonden | 15,300 | $8.56M | 0.22% | −400−2.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 15,795 | $8.84M | 0.57% | −2,807−15.1% | Reduced |
| United Capital Financial Advisers, LLC | 15,961 | $8.93M | 0.05% | −211−1.3% | Reduced |
| Agf Management Ltd | 16,034 | $8.97M | 0.06% | −29,416−64.7% | Reduced |
| Texas Permanent School Fund | 16,555 | $9.27M | 0.09% | +5,281+46.8% | Added |
| Martin Investment Management, LLC | 16,991 | $9.51M | 2.74% | −357−2.1% | Reduced |
| Marks Group Wealth Management, Inc | 17,030 | $9.53M | 1.22% | −429−2.5% | Reduced |
| USS Investment Management Ltd | 17,065 | $9.54M | 0.13% | 00.0% | Unchanged |
| Bedrijfstakpensioenfonds Voor de Media Pno | 18,600 | $9.58M | 1.60% | +2,500+15.5% | Added |
| Progressive Investment Management Corp | 17,376 | $9.73M | 3.14% | +218+1.3% | Added |