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 |
|---|---|---|---|---|---|
| Thematics Asset Management | 17,685 | $9.90M | 0.54% | −754−4.1% | Reduced |
| ProShare Advisors LLC | 17,747 | $9.93M | 0.03% | +2,048+13.0% | Added |
| Xponance, Inc. | 17,819 | $9.97M | 0.15% | +2,576+16.9% | Added |
| Prudential PLC | 17,859 | $10.0M | 0.12% | −1,460−7.6% | Reduced |
| Acadian Asset Management LLC | 17,869 | $10.0M | 0.04% | +14,002+362.1% | Added |
| Formuepleje A/S | 17,912 | $10.0M | 0.73% | +1,182+7.1% | Added |
| Marietta Investment Partners LLC | 18,123 | $10.1M | 2.82% | +131+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,295 | $10.2M | 0.16% | +2,182+13.5% | Added |
| Commerce Bank | 18,353 | $10.3M | 0.08% | +127+0.7% | Added |
| Public Sector Pension Investment Board | 18,630 | $10.4M | 0.08% | +45+0.2% | Added |
| Totem Point Management, LLC | 19,029 | $10.7M | 10.26% | +38+0.2% | Added |
| Stifel Financial Corp | 19,589 | $11.0M | 0.02% | −205−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 19,668 | $11.0M | 0.02% | +2,622+15.4% | Added |
| RBF Capital, LLC | 20,000 | $11.2M | 0.81% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 20,371 | $11.4M | 0.17% | +629+3.2% | Added |
| Empower Advisory Group, LLC | 20,517 | $11.4M | 0.05% | +20,517 | New |
| Handelsbanken Fonder AB | 20,723 | $11.6M | 0.07% | +1,019+5.2% | Added |
| Bank of Nova Scotia | 20,797 | $11.6M | 0.03% | −17,181−45.2% | Reduced |
| Vancity Investment Management Ltd | 21,224 | $11.9M | 1.67% | −1,300−5.8% | Reduced |
| Fred Alger Management, LLC | 21,760 | $12.2M | 0.07% | −12,277−36.1% | Reduced |
| Arizona State Retirement System | 21,832 | $12.2M | 0.11% | −103−0.5% | Reduced |
| Baldrige Asset Management LLC | 21,927 | $12.3M | 5.03% | −2,222−9.2% | Reduced |
| Pacer Advisors, Inc. | 21,986 | $12.3M | 0.05% | +21,572+5,210.6% | Added |
| Amalgamated Bank | 22,123 | $12.4M | 0.11% | +693+3.2% | Added |
| State of Tennessee, Treasury Department | 22,322 | $12.5M | 0.06% | +10,008+81.3% | Added |
| Walter Public Investments Inc. | 22,615 | $12.7M | 3.82% | −552−2.4% | Reduced |
| MetLife Investment Management | 22,924 | $12.8M | 0.09% | −241−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,313 | $13.0M | 0.16% | +206+0.9% | Added |
| Jane Street Group, LLC | 23,523 | $13.2M | 0.02% | +2,746+13.2% | Added |
| Retirement Systems of Alabama | 23,634 | $13.2M | 0.06% | −1,981−7.7% | Reduced |
| DuPont Capital Management Corp | 23,677 | $13.3M | 0.63% | +1,036+4.6% | Added |
| Vontobel Holding Ltd. | 23,695 | $13.3M | 0.12% | +465+2.0% | Added |
| Caisse de Depot Et Placement du Quebec | 24,020 | $13.4M | 0.04% | −2,505−9.4% | Reduced |
| Marsico Capital Management LLC | 24,122 | $13.5M | 0.63% | 00.0% | Unchanged |
| Truist Financial Corp | 24,288 | $13.6M | 0.02% | −1,328−5.2% | Reduced |
| Dock Street Asset Management Inc | 24,326 | $13.6M | 2.65% | +1,040+4.5% | Added |
| American International Group, Inc. | 24,880 | $13.9M | 0.09% | +62+0.2% | Added |
| Stony Point Capital LLC | 25,303 | $14.2M | 5.04% | +200+0.8% | Added |
| Chiron Investment Management, LLC | 25,375 | $14.2M | 2.56% | +25,375 | New |
| Standard Life Aberdeen plc | 25,444 | $14.2M | 0.04% | −357−1.4% | Reduced |
| London & Capital Asset Management Ltd | 25,616 | $14.3M | 1.35% | −400−1.5% | Reduced |
| Gabelli Funds LLC | 26,240 | $14.7M | 0.11% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 26,936 | $15.1M | 0.06% | +1,104+4.3% | Added |
| C WorldWide Group Holding A/S | 26,967 | $15.1M | 0.21% | +17,276+178.3% | Added |
| Cantor Fitzgerald, L. P. | 27,714 | $15.5M | 0.33% | +27,714 | New |
| Rafferty Asset Management, LLC | 27,831 | $15.6M | 0.11% | −3,770−11.9% | Reduced |
| Texas Yale Capital Corp. | 28,233 | $15.8M | 0.80% | −30.0% | Reduced |
| Polar Capital Holdings Plc | 28,604 | $16.0M | 0.12% | +4,043+16.5% | Added |
| Nisa Investment Advisors, LLC | 28,859 | $16.2M | 0.13% | +1,316+4.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,080 | $16.3M | 0.36% | −3,499−10.7% | Reduced |
| M&T Bank Corp | 30,300 | $17.0M | 0.07% | +10,503+53.1% | Added |
| Pittenger & Anderson Inc | 30,363 | $17.0M | 0.88% | −307−1.0% | Reduced |
| Canada Pension Plan Investment Board | 31,217 | $17.5M | 0.03% | −16,104−34.0% | Reduced |
| Aviva PLC | 31,930 | $17.9M | 0.08% | −10,081−24.0% | Reduced |
| Teacher Retirement System of Texas | 32,182 | $18.0M | 0.12% | +1,945+6.4% | Added |
| Norinchukin Bank, The | 33,838 | $18.9M | 0.37% | −303−0.9% | Reduced |
| Treasurer of the State of North Carolina | 33,974 | $19.0M | 0.11% | +240+0.7% | Added |
| Bridgecreek Investment Management, LLC | 34,685 | $19.4M | 4.00% | −1,275−3.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34,839 | $19.5M | 0.22% | −100.0% | Reduced |
| Picton Mahoney Asset Management | 34,852 | $19.5M | 0.99% | +8,502+32.3% | Added |
| CI Private Wealth, LLC | 35,028 | $19.6M | 0.05% | +13,367+61.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,542 | $19.9M | 0.05% | +25,483+253.3% | Added |
| La Financiere de L'Echiquier | 35,700 | $20.0M | 1.05% | +35,700 | New |
| Brinker Capital Investments, LLC | 35,869 | $20.1M | 0.26% | −2,353−6.2% | Reduced |
| Orion Portfolio Solutions, LLC | 35,869 | $20.1M | 0.26% | +35,041+4,232.0% | Added |
| Advisor Group Holdings, Inc. | 37,225 | $20.7M | 0.04% | +637+1.7% | Added |
| Two Sigma Investments, LP | 37,814 | $21.2M | 0.06% | −68,109−64.3% | Reduced |
| Trillium Asset Management, LLC | 44,255 | $21.4M | 0.63% | +998+2.3% | Added |
| Toronto Dominion Bank | 38,538 | $21.6M | 0.04% | −987−2.5% | Reduced |
| Castleark Management LLC | 39,715 | $22.2M | 1.09% | +9,265+30.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,258 | $22.3M | 0.04% | −211,475−83.3% | Reduced |
| Capital International Inc | 40,154 | $22.5M | 0.45% | −675−1.7% | Reduced |
| Moran Wealth Management, LLC | 40,754 | $22.8M | 0.86% | +40,754 | New |
| Assenagon Asset Management S.A. | 40,811 | $22.8M | 0.09% | −57,820−58.6% | Reduced |
| CIBC Private Wealth Group, LLC | 62,126 | $22.9M | 0.07% | −756−1.2% | Reduced |
| Asset Management One Co.,Ltd. | 42,391 | $23.7M | 0.11% | +364+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,888 | $24.0M | 0.12% | +4,959+13.1% | Added |
| Montanaro Asset Management Ltd | 43,300 | $24.2M | 3.76% | −1,000−2.3% | Reduced |
| Macquarie Group Ltd | 43,286 | $24.2M | 0.03% | +14,047+48.0% | Added |
| Susquehanna Fundamental Investments, LLC | 43,556 | $24.4M | 0.57% | −2,958−6.4% | Reduced |
| Raymond James & Associates | 44,377 | $24.8M | 0.02% | +1,714+4.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 44,865 | $25.1M | 1.34% | −24,413−35.2% | Reduced |
| Storebrand Asset Management AS | 44,881 | $25.1M | 0.13% | +12,376+38.1% | Added |
| KBC Group NV | 45,830 | $25.6M | 0.11% | +8,699+23.4% | Added |
| 2Xideas AG | 45,921 | $25.7M | 2.47% | −5,836−11.3% | Reduced |
| Ardevora Asset Management LLP | 45,949 | $25.7M | 0.46% | −4,300−8.6% | Reduced |
| Public Employees Retirement System of Ohio | 46,466 | $26.0M | 0.11% | −624−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 46,510 | $26.0M | 0.09% | −223−0.5% | Reduced |
| LPL Financial LLC | 47,275 | $26.5M | 0.02% | +1,652+3.6% | Added |
| Susquehanna International Group, LLP | 48,272 | $27.0M | 0.04% | +11,366+30.8% | Added |
| Virginia Retirement Systems Et Al | 49,836 | $27.9M | 0.29% | +49,836 | New |
| Tokio Marine Asset Management Co Ltd | 50,499 | $28.3M | 1.97% | −1,668−3.2% | Reduced |
| Gateway Investment Advisers LLC | 51,594 | $28.9M | 0.35% | −597−1.1% | Reduced |
| Natixis Advisors, L.P. | 52,117 | $29.2M | 0.10% | +2,169+4.3% | Added |
| Williams Jones Wealth Management, LLC. | 54,299 | $30.4M | 0.48% | −58−0.1% | Reduced |
| Thrivent Financial for Lutherans | 56,983 | $31.9M | 0.08% | −4,209−6.9% | Reduced |
| Alyeska Investment Group, L.P. | 57,375 | $32.1M | 0.28% | +11,864+26.1% | Added |
| Aristotle Atlantic Partners, LLC | 58,270 | $32.6M | 1.68% | +182+0.3% | Added |
| NFJ Investment Group, LLC | 60,327 | $33.8M | 0.90% | −9,732−13.9% | Reduced |
| Great West Life Assurance Co | 61,945 | $34.7M | 0.09% | −456−0.7% | Reduced |