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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 21,832 | $12.2M | 0.11% | −103−0.5% | Reduced |
| Fred Alger Management, LLC | 21,760 | $12.2M | 0.07% | −12,277−36.1% | Reduced |
| Vancity Investment Management Ltd | 21,224 | $11.9M | 1.67% | −1,300−5.8% | Reduced |
| Bank of Nova Scotia | 20,797 | $11.6M | 0.03% | −17,181−45.2% | Reduced |
| Handelsbanken Fonder AB | 20,723 | $11.6M | 0.07% | +1,019+5.2% | Added |
| Empower Advisory Group, LLC | 20,517 | $11.4M | 0.05% | +20,517 | New |
| Swiss Life Asset Management Ltd | 20,371 | $11.4M | 0.17% | +629+3.2% | Added |
| RBF Capital, LLC | 20,000 | $11.2M | 0.81% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,668 | $11.0M | 0.02% | +2,622+15.4% | Added |
| Stifel Financial Corp | 19,589 | $11.0M | 0.02% | −205−1.0% | Reduced |
| Totem Point Management, LLC | 19,029 | $10.7M | 10.26% | +38+0.2% | Added |
| Public Sector Pension Investment Board | 18,630 | $10.4M | 0.08% | +45+0.2% | Added |
| Commerce Bank | 18,353 | $10.3M | 0.08% | +127+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,295 | $10.2M | 0.16% | +2,182+13.5% | Added |
| Marietta Investment Partners LLC | 18,123 | $10.1M | 2.82% | +131+0.7% | Added |
| Formuepleje A/S | 17,912 | $10.0M | 0.73% | +1,182+7.1% | Added |
| Acadian Asset Management LLC | 17,869 | $10.0M | 0.04% | +14,002+362.1% | Added |
| Prudential PLC | 17,859 | $10.0M | 0.12% | −1,460−7.6% | Reduced |
| Xponance, Inc. | 17,819 | $9.97M | 0.15% | +2,576+16.9% | Added |
| ProShare Advisors LLC | 17,747 | $9.93M | 0.03% | +2,048+13.0% | Added |
| Thematics Asset Management | 17,685 | $9.90M | 0.54% | −754−4.1% | Reduced |
| Progressive Investment Management Corp | 17,376 | $9.73M | 3.14% | +218+1.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 18,600 | $9.58M | 1.60% | +2,500+15.5% | Added |
| USS Investment Management Ltd | 17,065 | $9.54M | 0.13% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 17,030 | $9.53M | 1.22% | −429−2.5% | Reduced |
| Martin Investment Management, LLC | 16,991 | $9.51M | 2.74% | −357−2.1% | Reduced |
| Texas Permanent School Fund | 16,555 | $9.27M | 0.09% | +5,281+46.8% | Added |
| Agf Management Ltd | 16,034 | $8.97M | 0.06% | −29,416−64.7% | Reduced |
| United Capital Financial Advisers, LLC | 15,961 | $8.93M | 0.05% | −211−1.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 15,795 | $8.84M | 0.57% | −2,807−15.1% | Reduced |
| Andra AP-fonden | 15,300 | $8.56M | 0.22% | −400−2.5% | Reduced |
| EULAV Asset Management | 15,000 | $8.40M | 0.33% | +2,000+15.4% | Added |
| First Republic Investment Management, Inc. | 14,958 | $8.37M | 0.02% | −299−2.0% | Reduced |
| Azimuth Capital Investment Management LLC | 14,899 | $8.34M | 0.41% | +543+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 14,864 | $8.32M | 0.13% | +7,050+90.2% | Added |
| Shell Asset Management Co | 14,800 | $8.28M | 0.34% | +7,192+94.5% | Added |
| Candriam Luxembourg S.C.A. | 16,062 | $8.27M | 0.06% | −16,610−50.8% | Reduced |
| Forsta Ap-Fonden | 14,700 | $8.23M | 0.10% | −3,400−18.8% | Reduced |
| Quantum Capital Management, LLC | 14,688 | $8.22M | 1.06% | −18,906−56.3% | Reduced |
| MML Investors Services, LLC | 14,416 | $8.07M | 0.06% | −505−3.4% | Reduced |
| IFM Investors Pty Ltd | 14,349 | $8.03M | 0.12% | +299+2.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 14,136 | $7.91M | 0.06% | +75+0.5% | Added |
| Credit Agricole S A | 14,122 | $7.90M | 0.34% | +340+2.5% | Added |
| Point72 Asset Management, L.P. | 14,076 | $7.88M | 0.03% | +14,076 | New |
| Westpac Banking Corp | 14,025 | $7.85M | 0.11% | −6,409−31.4% | Reduced |
| Connectus Wealth, LLC | 13,970 | $7.82M | 0.19% | +131+0.9% | Added |
| Jessup Wealth Management, Inc | 13,851 | $7.75M | 4.59% | +2,464+21.6% | Added |
| Utah Retirement Systems | 13,842 | $7.75M | 0.11% | +35+0.3% | Added |
| DnB Asset Management AS | 13,761 | $7.70M | 0.05% | +1,100+8.7% | Added |
| La Banque Postale Asset Management SA | 13,742 | $7.69M | 0.20% | +3,444+33.4% | Added |
| Silvant Capital Management LLC | 13,603 | $7.61M | 0.50% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,555 | $7.59M | 0.06% | +39+0.3% | Added |
| Sarasin & Partners LLP | 13,517 | $7.57M | 0.10% | +1,292+10.6% | Added |
| State of Alaska, Department of Revenue | 13,394 | $7.50M | 0.09% | −166−1.2% | Reduced |
| Mackenzie Financial Corp | 13,391 | $7.49M | 0.01% | +804+6.4% | Added |
| Squarepoint Ops LLC | 13,369 | $7.48M | 0.05% | −66,533−83.3% | Reduced |
| Voloridge Investment Management, LLC | 13,212 | $7.39M | 0.04% | −19,830−60.0% | Reduced |
| Empire Life Investments Inc. | 13,142 | $7.36M | 0.52% | −76−0.6% | Reduced |
| Middleton & Co Inc | 13,120 | $7.34M | 1.06% | −150−1.1% | Reduced |
| Mutual of America Capital Management LLC | 12,538 | $7.02M | 0.08% | +19+0.2% | Added |
| New York Life Investment Management LLC | 12,495 | $6.99M | 0.08% | −50.0% | Reduced |
| Copeland Capital Management, LLC | 12,290 | $6.88M | 0.16% | −421−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 12,192 | $6.82M | 0.01% | +360+3.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,110 | $6.78M | 0.09% | −100−0.8% | Reduced |
| AMG National Trust Bank | 11,809 | $6.61M | 0.23% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11,708 | $6.55M | 0.23% | −111−0.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,668 | $6.53M | 0.12% | +248+2.2% | Added |
| Axxcess Wealth Management, LLC | 11,521 | $6.45M | 0.51% | +39+0.3% | Added |
| Baldwin Brothers Inc | 11,519 | $6.45M | 0.56% | +50.0% | Added |
| Logan Capital Management Inc | 11,404 | $6.38M | 0.31% | −137−1.2% | Reduced |
| K.J. Harrison & Partners Inc | 11,145 | $6.24M | 1.26% | −500−4.3% | Reduced |
| Yousif Capital Management, LLC | 10,796 | $6.04M | 0.08% | −657−5.7% | Reduced |
| Evoke Wealth, LLC | 10,686 | $5.98M | 0.22% | −238−2.2% | Reduced |
| Gulf International Bank (UK) Ltd | 10,508 | $5.88M | 0.12% | −3,872−26.9% | Reduced |
| CIBC World Markets Corp | 10,503 | $5.88M | 0.10% | −17,825−62.9% | Reduced |
| CWM Advisors, LLC | 10,459 | $5.85M | 0.74% | +1,192+12.9% | Added |
| Cerity Partners LLC | 7,942 | $5.84M | 0.03% | −61−0.8% | Reduced |
| Vinva Investment Management Ltd | 10,460 | $5.74M | 0.48% | +10,460 | New |
| First Trust Advisors LP | 10,240 | $5.73M | 0.01% | +4,085+66.4% | Added |
| Alps Advisors Inc | 9,851 | $5.51M | 0.05% | +124+1.3% | Added |
| Ensign Peak Advisors, Inc | 9,715 | $5.44M | 0.01% | +1,577+19.4% | Added |
| Fayez Sarofim & Co | 9,600 | $5.37M | 0.02% | +9,600 | New |
| Czech National Bank | 9,420 | $5.27M | 0.13% | +61+0.7% | Added |
| Crossmark Global Holdings, Inc. | 9,407 | $5.26M | 0.12% | +4,955+111.3% | Added |
| Nissay Asset Management Corp | 9,143 | $5.12M | 0.05% | −351−3.7% | Reduced |
| Vident Investment Advisory, LLC | 9,120 | $5.10M | 0.17% | −5,511−37.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 9,000 | $5.04M | 0.26% | +1,750+24.1% | Added |
| Eqis Capital Management, Inc. | 8,914 | $4.99M | 0.56% | −1,266−12.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,878 | $4.97M | 0.36% | +121+1.4% | Added |
| Fernwood Investment Management, LLC | 8,798 | $4.92M | 1.89% | +78+0.9% | Added |
| Worldquant Millennium Advisors LLC | 8,687 | $4.86M | 0.09% | −18,815−68.4% | Reduced |
| TD Private Client Wealth LLC | 8,413 | $4.71M | 0.21% | −214−2.5% | Reduced |
| ING Groep NV | 8,404 | $4.70M | 0.05% | −5,191−38.2% | Reduced |
| Mariner, LLC | 8,369 | $4.68M | 0.01% | +463+5.9% | Added |
| AE Wealth Management LLC | 8,306 | $4.65M | 0.03% | −124−1.5% | Reduced |
| Daiwa Securities Group Inc. | 8,146 | $4.56M | 0.03% | −201−2.4% | Reduced |
| US Bancorp | 8,065 | $4.51M | 0.01% | −36−0.4% | Reduced |
| Capital International Sarl | 7,995 | $4.47M | 0.23% | +7,995 | New |
| Donaldson Capital Management, LLC | 7,920 | $4.43M | 0.21% | +60+0.8% | Added |
| AQR Capital Management LLC | 7,896 | $4.37M | 0.01% | −713−8.3% | Reduced |